Princor Financial Services Corporation
Industry: Company
DescriptionHeadquarters: Des Moines, IA Parent organization: Principal Subsidiary: Princor Financial Services Corporation, Asset Management Arm
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Princor Financial Services Corporation Employees
Employee
Years
Job
Industry
Robert Eberhardt, CFP Robert Eberhardt, CFP's Princor Financial Services Corporation Experience January 2012 - Present
Job President/CEO K2K Associates, Inc.
Industry Professional Training & Coaching
Experience
Princor Financial Services Corporation January 2012 - Present
Top Notch Kennels May 2005 - Present
K2K Associates, Inc. January 2000 - Present
Skills
Insurance, Strategic Financial..., Retirement Planning, Fixed Annuities, Investments, Mutual Funds, Life Insurance, Risk Management, Health Insurance, Securities, Wealth Management, Portfolio Management, Retirement, Financial Advisory, Disability Insurance, Underwriting, Investment Advisory, Long-term Care, Asset Managment, Employee Benefits, Series 7, Finance, 401k, Financial Services, Asset Management, Small Business, Term Life Insurance, Whole Life, Financial Planning
Education
Northern Illinois University - College of Business 1987 — 1992
Bachelor of Science (BS)
Glenbard West 1983 — 1987
Princor Financial Services Corporation January 2012 - Present
Top Notch Kennels May 2005 - Present
K2K Associates, Inc. January 2000 - Present
Skills
Insurance, Strategic Financial..., Retirement Planning, Fixed Annuities, Investments, Mutual Funds, Life Insurance, Risk Management, Health Insurance, Securities, Wealth Management, Portfolio Management, Retirement, Financial Advisory, Disability Insurance, Underwriting, Investment Advisory, Long-term Care, Asset Managment, Employee Benefits, Series 7, Finance, 401k, Financial Services, Asset Management, Small Business, Term Life Insurance, Whole Life, Financial Planning
Education
Northern Illinois University - College of Business 1987 — 1992
Bachelor of Science (BS)
Glenbard West 1983 — 1987
Clyde A. Richardson Clyde A. Richardson's Princor Financial Services Corporation Experience October 2013 - July 2014
Job Exploring New Opportunities
Industry Human Resources
Experience
Princor Financial Services Corporation October 2013 - July 2014
West Brook Recovery Center, LLC June 2008 - January 2012
West Michigan Addiction Consultants (WeMAC), PC May 1994 - May 2008
Glenbeigh May 1989 - May 1994
Skills
Mutual Funds, Financial Needs Analysis, Income Protection, Term Life Insurance, Whole Life Insurance, Universal Life Insurance, Estate Planning, Disability Income..., Informal Business..., Wealth Accumulation, Business Continuation..., Long Term Care Insurance, 401 (k), SEP & Simple..., IRAs (Traditional &..., Annuities (Variable &..., Supplemental Retirement..., Public Speaking, Teaching, Knowledge Management, Insurance, Disability Insurance, Management, Budgets, Team Building, Whole Life, Human Resources, Event Planning, Finance, Customer Service, Leadership
Education
Southern Seminary 1981 — 1984
MDiv, Pastoral Care and Counseling
Huntington College Graduate School of Christan Ministries 1980 — 1982
MCM, Ministry
Huntington College 1975 — 1979
BA, Religion, Christian Education
Princor Financial Services Corporation October 2013 - July 2014
West Brook Recovery Center, LLC June 2008 - January 2012
West Michigan Addiction Consultants (WeMAC), PC May 1994 - May 2008
Glenbeigh May 1989 - May 1994
Skills
Mutual Funds, Financial Needs Analysis, Income Protection, Term Life Insurance, Whole Life Insurance, Universal Life Insurance, Estate Planning, Disability Income..., Informal Business..., Wealth Accumulation, Business Continuation..., Long Term Care Insurance, 401 (k), SEP & Simple..., IRAs (Traditional &..., Annuities (Variable &..., Supplemental Retirement..., Public Speaking, Teaching, Knowledge Management, Insurance, Disability Insurance, Management, Budgets, Team Building, Whole Life, Human Resources, Event Planning, Finance, Customer Service, Leadership
Education
Southern Seminary 1981 — 1984
MDiv, Pastoral Care and Counseling
Huntington College Graduate School of Christan Ministries 1980 — 1982
MCM, Ministry
Huntington College 1975 — 1979
BA, Religion, Christian Education
Richard Zerah Richard Zerah's Princor Financial Services Corporation Experience November 2009 - Present
Job President of Zerah & Company CPA's PC
Industry Accounting
Experience
Princor Financial Services Corporation November 2009 - Present
Zerah & Company CPA's PC May 1983 - Present
Raymond James Financial January 1995 - November 2009
Touche Ross September 1979 - May 1983
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Certified Financial..., Personal Financial..., Personal Finance, Small Business, Tax, Mutual Funds, Accounting, Equities, Mergers, CPA, Equity Trading, Budgets, Executive Management
Education
University at Albany, SUNY 1978 — 1979
BS, Accounting
State University of New York at Binghamton 1976 — 1977
Accounting
Princor Financial Services Corporation November 2009 - Present
Zerah & Company CPA's PC May 1983 - Present
Raymond James Financial January 1995 - November 2009
Touche Ross September 1979 - May 1983
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Certified Financial..., Personal Financial..., Personal Finance, Small Business, Tax, Mutual Funds, Accounting, Equities, Mergers, CPA, Equity Trading, Budgets, Executive Management
Education
University at Albany, SUNY 1978 — 1979
BS, Accounting
State University of New York at Binghamton 1976 — 1977
Accounting
Jefferson Batt Jefferson Batt's Princor Financial Services Corporation Experience August 2006 - February 2010
Job Investment Adviser Representative at Voya Finanancial Advisors
Industry Financial Services
Experience
Voya Finanancial Advisors September 2014 - Present
ING Financial Partners February 2010 - September 2014
Princor Financial Services Corporation August 2006 - February 2010
Dakota Ridge Real Estate Solutions January 2003 - July 2006
Despres & Assocaites August 2001 - December 2002
Mc.Net June 1999 - July 2001
Merrill Lynch June 1996 - May 1999
Education
Drake University 1992 — 1996
BA, Business Administration
Voya Finanancial Advisors September 2014 - Present
ING Financial Partners February 2010 - September 2014
Princor Financial Services Corporation August 2006 - February 2010
Dakota Ridge Real Estate Solutions January 2003 - July 2006
Despres & Assocaites August 2001 - December 2002
Mc.Net June 1999 - July 2001
Merrill Lynch June 1996 - May 1999
Education
Drake University 1992 — 1996
BA, Business Administration
Mary Beth Hofmeister, CFP (R)'s Princor Financial Services Corporation Experience 2002 - Present
Job Financial Advisor
Industry Financial Services
Experience
Princor Financial Services Corporation 2002 - Present
Shipp Financial Services 2001 - Present
Prime Capital, Northwestern Mutual December 1996 - December 2001
CHP - Community Health Plan 1991 - 1996
MetLife June 1984 - September 1989
Skills
Retirement Planning, Strategic Financial..., Investments, Insurance, Sorry, I am not...
Education
University of Notre Dame 1980 — 1984
Bachelor of Arts (B.A.), Government and Interntational Relations; Pre-Professional Studies
Catholic Central High School, Troy NY
Princor Financial Services Corporation 2002 - Present
Shipp Financial Services 2001 - Present
Prime Capital, Northwestern Mutual December 1996 - December 2001
CHP - Community Health Plan 1991 - 1996
MetLife June 1984 - September 1989
Skills
Retirement Planning, Strategic Financial..., Investments, Insurance, Sorry, I am not...
Education
University of Notre Dame 1980 — 1984
Bachelor of Arts (B.A.), Government and Interntational Relations; Pre-Professional Studies
Catholic Central High School, Troy NY
Marcelo Perea MBA's Princor Financial Services Corporation Experience July 2013 - July 2014
Job VicePresident at OCG & Associates , Inc
Industry Financial Services
Experience
OCG Insurance April 2011 - Present
Independent Mediator October 2011 - Present
Princor Financial Services Corporation July 2013 - July 2014
Carlos Albizu University 2009 - 2012
Citi September 1999 - November 2003
Skills
Financial Services, Needs Analysis, Banking, Strategic Planning, Public Speaking, Spanish, Nonprofits, Leadership, Higher Education, Career Counseling, Team Building, Training, Staff Development, Finance, Leadership Development, Psychology, Customer Service, Business Strategy, Sales Management, Business Development, Marketing Strategy, Negotiation, Management
Education
Nova Southeastern University 2003 — 2005
Master of Business Administration (MBA), Management
Texas Tech Unversity 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
OCG Insurance April 2011 - Present
Independent Mediator October 2011 - Present
Princor Financial Services Corporation July 2013 - July 2014
Carlos Albizu University 2009 - 2012
Citi September 1999 - November 2003
Skills
Financial Services, Needs Analysis, Banking, Strategic Planning, Public Speaking, Spanish, Nonprofits, Leadership, Higher Education, Career Counseling, Team Building, Training, Staff Development, Finance, Leadership Development, Psychology, Customer Service, Business Strategy, Sales Management, Business Development, Marketing Strategy, Negotiation, Management
Education
Nova Southeastern University 2003 — 2005
Master of Business Administration (MBA), Management
Texas Tech Unversity 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
Hallie Taylor Hallie Taylor's Princor Financial Services Corporation Experience September 2014 - Present
Job Analyst at Navigators
Industry Financial Services
Experience
Navigators September 2014 - Present
Princor Financial Services Corporation September 2014 - Present
Navigators May 2013 - August 2013
Skills
Series 7
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
Navigators September 2014 - Present
Princor Financial Services Corporation September 2014 - Present
Navigators May 2013 - August 2013
Skills
Series 7
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics
Emily Niemi's Princor Financial Services Corporation Experience March 2013 - Present
Job Administrative Assistant at Princor Financial Services Corporation
Industry Publishing
Experience
Princor Financial Services Corporation March 2013 - Present
Stay at home mom October 2007 - Present
nSight, Inc. January 2008 - May 2010
Christian Liberty Academy School System August 2005 - June 2007
Antioch School of Missions September 2003 - August 2004
Trinity Academy of Raleigh August 2001 - June 2003
Skills
Mathematics Education, Publishing, Excel, Social Media, Administrative..., Text Editing, High Organizational...
Education
Purdue University 1994 — 1999
BS, Math/Math Education
Princor Financial Services Corporation March 2013 - Present
Stay at home mom October 2007 - Present
nSight, Inc. January 2008 - May 2010
Christian Liberty Academy School System August 2005 - June 2007
Antioch School of Missions September 2003 - August 2004
Trinity Academy of Raleigh August 2001 - June 2003
Skills
Mathematics Education, Publishing, Excel, Social Media, Administrative..., Text Editing, High Organizational...
Education
Purdue University 1994 — 1999
BS, Math/Math Education
frank goyette's Princor Financial Services Corporation Experience February 2005 - Present
Job Financial Advisor at Principal Financial
Industry Financial Services
Experience
Princor Financial Services Corporation February 2005 - Present
Education
Siena College 1979 — 1981
AA, BUSINESS
waterford high school 1975 — 1978
Princor Financial Services Corporation February 2005 - Present
Education
Siena College 1979 — 1981
AA, BUSINESS
waterford high school 1975 — 1978
Ray Cal's Princor Financial Services Corporation Experience March 2007 - November 2012
Job Financial Services Representative;Princor Registered Representative;Investment Advisor Representative
Industry Financial Services
Experience
Principal Financial Group November 2012 - Present
Princor Financial Services Corporation March 2007 - November 2012
Principal Financial Group March 2005 - March 2007
WWKA Radio 1984 - 1989
Various Radio Stations 1982 - 1988
Skills
Financial Needs Analysis, Supplemental Retirement..., Universal Life Insurance, Estate Planning, Asset Allocation, 401 (k), 403 (b), SEP &..., Annuities (Variable &...
Education
Yale University - Yale School of Management 1980 — 1982
Master in Business Administration
Harvard University 1974 — 1978
English and American Literature and Language
Principal Financial Group November 2012 - Present
Princor Financial Services Corporation March 2007 - November 2012
Principal Financial Group March 2005 - March 2007
WWKA Radio 1984 - 1989
Various Radio Stations 1982 - 1988
Skills
Financial Needs Analysis, Supplemental Retirement..., Universal Life Insurance, Estate Planning, Asset Allocation, 401 (k), 403 (b), SEP &..., Annuities (Variable &...
Education
Yale University - Yale School of Management 1980 — 1982
Master in Business Administration
Harvard University 1974 — 1978
English and American Literature and Language
Jenifer Dahir's Princor Financial Services Corporation Experience 2006 - Present
Job Registered Investment Advisor with Princor Financial Services Corp LLC
Industry Financial Services
Experience
Princor Financial Services Corporation 2006 - Present
ACI Worldwide 1983 - 2006
Skills
Electronic Payments, Payment Systems, Retirement, Transaction Processing, Debit Cards, Payment Card Processing, Payments, Payment Gateways, Mobile Payments, Business Analysis, ACH, Acquiring, Financial Services, POS, Sales, Credit Cards, EMV, Fixed Annuities, ATM networks, Electronic Funds..., Sales Operations, Product Management, E-payments, IRAs, Disability Insurance, 401k, Long Term Care Insurance, Payment Industry, Merchant Services, Investments, Mobile Banking, Portfolio Management
Education
Creighton University
MS, Industrial Psychology
Princor Financial Services Corporation 2006 - Present
ACI Worldwide 1983 - 2006
Skills
Electronic Payments, Payment Systems, Retirement, Transaction Processing, Debit Cards, Payment Card Processing, Payments, Payment Gateways, Mobile Payments, Business Analysis, ACH, Acquiring, Financial Services, POS, Sales, Credit Cards, EMV, Fixed Annuities, ATM networks, Electronic Funds..., Sales Operations, Product Management, E-payments, IRAs, Disability Insurance, 401k, Long Term Care Insurance, Payment Industry, Merchant Services, Investments, Mobile Banking, Portfolio Management
Education
Creighton University
MS, Industrial Psychology
Harvey R. Kohn's Princor Financial Services Corporation Experience June 2013 - March 2015
Job Advisor at International Vintage Watch Company
Industry Financial Services
Experience
International Vintage Watch Company July 2015 - Present
Tawkers June 2014 - Present
Princor Financial Services Corporation June 2013 - March 2015
GEOcommand July 2011 - September 2014
Trident Partners Ltd December 2009 - May 2011
Equity Source Partners August 2006 - November 2009
KSH Investment Group, Inc. 1997 - 2003
VARIOUS 1969 - 1997
US Navy Reserve 1966 - 1968
Skills
401k, 403b, SEP & SIMPLE IRAs, Annuities (Variable &..., Asset Allocation, Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA (Traditional & Roth), Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Survior Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
Baruch College, City University of New York (CUNY) 1962 — 1966
BBA, FINANCE AND INVESTMENTS
International Vintage Watch Company July 2015 - Present
Tawkers June 2014 - Present
Princor Financial Services Corporation June 2013 - March 2015
GEOcommand July 2011 - September 2014
Trident Partners Ltd December 2009 - May 2011
Equity Source Partners August 2006 - November 2009
KSH Investment Group, Inc. 1997 - 2003
VARIOUS 1969 - 1997
US Navy Reserve 1966 - 1968
Skills
401k, 403b, SEP & SIMPLE IRAs, Annuities (Variable &..., Asset Allocation, Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRA (Traditional & Roth), Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Survior Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
Baruch College, City University of New York (CUNY) 1962 — 1966
BBA, FINANCE AND INVESTMENTS
John Vujnovich's Princor Financial Services Corporation Experience 1998 - 2001
Job IT System Liaison IV at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors July 2010 - Present
Principal Global Investors March 2007 - July 2010
Princor Financial Services Corporation 1998 - 2001
Princor Financial Services Corporation 1998 - 2001
Skills
Requirements Gathering, Vendor Management, Business Requirements, Business Analysis, SDLC, Visio, Requirements Analysis, Financial Services, Business Process, Risk Management, Business Intelligence, Analysis, SharePoint, Software Documentation
Education
Simpson College 2005 — 2009
Bachelor of Arts, Marketing
Principal Global Investors July 2010 - Present
Principal Global Investors March 2007 - July 2010
Princor Financial Services Corporation 1998 - 2001
Princor Financial Services Corporation 1998 - 2001
Skills
Requirements Gathering, Vendor Management, Business Requirements, Business Analysis, SDLC, Visio, Requirements Analysis, Financial Services, Business Process, Risk Management, Business Intelligence, Analysis, SharePoint, Software Documentation
Education
Simpson College 2005 — 2009
Bachelor of Arts, Marketing
John Wetherell's Princor Financial Services Corporation Experience April 2002 - February 2008
Job Senior Compliance Manager at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors June 2013 - Present
Principal Global Investors March 2011 - June 2013
Principal Global Investors February 2008 - February 2011
Princor Financial Services Corporation April 2002 - February 2008
Skills
Equities, Asset Management, FINRA, Securities, Trading, Equity Trading, Series 7, Mutual Funds, Investments, Strategy, Fixed Income, Alternative Investments
Education
Drake University 1989 — 1991
Juris Doctor, Law
University of Iowa 1973 — 1977
BBA, Economics
Principal Global Investors June 2013 - Present
Principal Global Investors March 2011 - June 2013
Principal Global Investors February 2008 - February 2011
Princor Financial Services Corporation April 2002 - February 2008
Skills
Equities, Asset Management, FINRA, Securities, Trading, Equity Trading, Series 7, Mutual Funds, Investments, Strategy, Fixed Income, Alternative Investments
Education
Drake University 1989 — 1991
Juris Doctor, Law
University of Iowa 1973 — 1977
BBA, Economics
Carole Hunt's Princor Financial Services Corporation Experience November 2000 - November 2002
Job Compliance Manager, Allianz Life Insurance Company of North America
Industry Financial Services
Experience
Eagle Life Insurance Company/American Equity Investment Life Insurance November 2011 - January 2015
Farm Bureau Financial Services November 2002 - November 2011
Princor Financial Services Corporation November 2000 - November 2002
Principal Financial Group August 1997 - November 2000
Rosenberg Law Firm 1996 - 1997
Skills
Anti Money Laundering, FINRA, AML, SEC, Insurance, Broker-Dealer, Securities Regulation, Securities, Mutual Funds, Financial Services, Fixed Annuities, Variable Annuities, Series 7, Indexed Annuities, Complaint Investigations, Legal Writing, Investments, Compliance, Legal Research, Research, Legal Compliance, Procedure Manuals, Project Planning, Leadership, Management, Risk Management
Education
Drake University Law School 1993 — 1995
Doctor of Law (JD)
Ohio University 1987 — 1989
Bachelor of Science (BS)
Eagle Life Insurance Company/American Equity Investment Life Insurance November 2011 - January 2015
Farm Bureau Financial Services November 2002 - November 2011
Princor Financial Services Corporation November 2000 - November 2002
Principal Financial Group August 1997 - November 2000
Rosenberg Law Firm 1996 - 1997
Skills
Anti Money Laundering, FINRA, AML, SEC, Insurance, Broker-Dealer, Securities Regulation, Securities, Mutual Funds, Financial Services, Fixed Annuities, Variable Annuities, Series 7, Indexed Annuities, Complaint Investigations, Legal Writing, Investments, Compliance, Legal Research, Research, Legal Compliance, Procedure Manuals, Project Planning, Leadership, Management, Risk Management
Education
Drake University Law School 1993 — 1995
Doctor of Law (JD)
Ohio University 1987 — 1989
Bachelor of Science (BS)
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