SECURITIES CORPORATION OF IOWA
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SECURITIES CORPORATION OF IOWA Employees
Employee
Years
Job
Industry
Jan Barnholdt Jan Barnholdt's SECURITIES CORPORATION OF IOWA Experience February 1986 - February 1988
Job Project Assistant
Industry Research
Experience
University of Iowa, Dept. of Physics & Astronomy July 2009 - Present
General Mills November 1993 - June 2008
General Mills Bakeries & Foodservice June 1988 - November 1993
Securities Corporation of Iowa February 1986 - February 1988
Skills
PowerPoint, Access, Outlook
Education
University of Iowa 1997 — 2008
BAS
University of Iowa, Dept. of Physics & Astronomy July 2009 - Present
General Mills November 1993 - June 2008
General Mills Bakeries & Foodservice June 1988 - November 1993
Securities Corporation of Iowa February 1986 - February 1988
Skills
PowerPoint, Access, Outlook
Education
University of Iowa 1997 — 2008
BAS
Cindy Rittmer Cindy Rittmer's SECURITIES CORPORATION OF IOWA Experience May 1985 - December 1994
Job Owner, The Tangled Yarn
Industry Arts and Crafts
Experience
Foundation 2 May 2011 - February 2014
Benchmark, Inc. December 1997 - February 2014
Four Oaks Services February 1995 - May 1997
Securities Corporation Of Iowa May 1985 - December 1994
Johnson County Ambulance 1981 - 1985
Skills
Budgets, Financial Analysis, Managerial Finance, Contract Negotiation, Accounting, Strategic Planning, Microsoft Excel, Financial Reporting, Contract Management, Forecasting, Project Planning, Management, Microsoft Office, Project Management
Education
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
BBA, Accounting
Puxico Missouri 1965 — 1977
Foundation 2 May 2011 - February 2014
Benchmark, Inc. December 1997 - February 2014
Four Oaks Services February 1995 - May 1997
Securities Corporation Of Iowa May 1985 - December 1994
Johnson County Ambulance 1981 - 1985
Skills
Budgets, Financial Analysis, Managerial Finance, Contract Negotiation, Accounting, Strategic Planning, Microsoft Excel, Financial Reporting, Contract Management, Forecasting, Project Planning, Management, Microsoft Office, Project Management
Education
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
BBA, Accounting
Puxico Missouri 1965 — 1977
Teresa Dyer Teresa Dyer's SECURITIES CORPORATION OF IOWA Experience 1983 - 1998
Job Delivery Director (PSE/Workforce), Strategy Execution at ACT
Industry Information Technology and Services
Experience
ACT October 2014 - Present
ACT January 2013 - October 2014
Pearson May 2011 - January 2013
AEGON USA Asset Management August 2010 - April 2011
AEGON 2006 - August 2010
Pearson Education March 2003 - December 2004
McLeodUSA October 1998 - March 2003
Securities Corporation Of Iowa 1983 - 1998
Skills
PMO, Requirements Analysis, Project Management, Management, Business Strategy, SDLC, Vendor Management, Process Improvement, Leadership, Business Analysis, Information Technology, Quality Assurance, Change Management, Mergers & Acquisitions, Infrastructure, Program Management, Software Documentation
Education
Mount Mercy University 2008 — 2010
Exec MBA
Mount Mercy University 1992 — 1997
BBA, Management
ACT October 2014 - Present
ACT January 2013 - October 2014
Pearson May 2011 - January 2013
AEGON USA Asset Management August 2010 - April 2011
AEGON 2006 - August 2010
Pearson Education March 2003 - December 2004
McLeodUSA October 1998 - March 2003
Securities Corporation Of Iowa 1983 - 1998
Skills
PMO, Requirements Analysis, Project Management, Management, Business Strategy, SDLC, Vendor Management, Process Improvement, Leadership, Business Analysis, Information Technology, Quality Assurance, Change Management, Mergers & Acquisitions, Infrastructure, Program Management, Software Documentation
Education
Mount Mercy University 2008 — 2010
Exec MBA
Mount Mercy University 1992 — 1997
BBA, Management
Roger Smith, CIMA®, CFP®'s SECURITIES CORPORATION OF IOWA Experience June 1989 - July 1994
Job Senior VicePresident, Senior Wealth Advisor Vectra Wealth Advisors
Industry Financial Services
Experience
Vectra Bank Colorado, Vectra Wealth Advisors October 2014 - Present
BOK Financial April 2013 - October 2014
Ashfield Capital Partners, LLC August 2011 - April 2013
UBS Wealth Management May 2009 - April 2011
UBS Wealth Management April 2008 - May 2009
Morgan Stanley May 2006 - April 2008
Morgan Stanley January 2004 - May 2006
Morgan Stanley October 1999 - December 2003
Merrill Lynch August 1994 - October 1999
Securities Corporation of Iowa June 1989 - July 1994
Skills
New Business Development, Client Acquisition, Certified Financial..., Certified Investment..., Client Retention, Variable Annuities, Alternative Investments, Seperate Managed..., Unified Managed Accounts, Mutual Funds, Wealth Management..., 401k, Asset Allocation, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Investments, Portfolio Management, Retirement, Retirement Planning, Separately Managed..., Series 63, Series 65, Series 7, Strategic Financial..., Wealth Management, Investment Management
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Wharton School of Business- IMCA Program
Vectra Bank Colorado, Vectra Wealth Advisors October 2014 - Present
BOK Financial April 2013 - October 2014
Ashfield Capital Partners, LLC August 2011 - April 2013
UBS Wealth Management May 2009 - April 2011
UBS Wealth Management April 2008 - May 2009
Morgan Stanley May 2006 - April 2008
Morgan Stanley January 2004 - May 2006
Morgan Stanley October 1999 - December 2003
Merrill Lynch August 1994 - October 1999
Securities Corporation of Iowa June 1989 - July 1994
Skills
New Business Development, Client Acquisition, Certified Financial..., Certified Investment..., Client Retention, Variable Annuities, Alternative Investments, Seperate Managed..., Unified Managed Accounts, Mutual Funds, Wealth Management..., 401k, Asset Allocation, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Investment Advisory, Investments, Portfolio Management, Retirement, Retirement Planning, Separately Managed..., Series 63, Series 65, Series 7, Strategic Financial..., Wealth Management, Investment Management
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Wharton School of Business- IMCA Program
John Gibb, CFA's SECURITIES CORPORATION OF IOWA Experience 1998 - 1999
Job Portfolio Strategist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Strategic Advisers Inc. (SAI) January 2011 - May 2014
Fidelity Investments July 2006 - December 2010
Security National Bank January 2001 - January 2006
Securities Corporation of Iowa 1998 - 1999
Skills
Investments, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Economics, Series 7, Alternative Investments, Asset Management, Equity Research, Capital Markets, Investment Strategies, Securities, Series 63, Bloomberg, Fixed Income, Investment Management, Morningstar Direct
Education
Boston University Questrom School of Business 2007 — 2008
MSIM, Investment Management
University of Northern Iowa 1995 — 1999
Fidelity Investments May 2014 - Present
Strategic Advisers Inc. (SAI) January 2011 - May 2014
Fidelity Investments July 2006 - December 2010
Security National Bank January 2001 - January 2006
Securities Corporation of Iowa 1998 - 1999
Skills
Investments, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Economics, Series 7, Alternative Investments, Asset Management, Equity Research, Capital Markets, Investment Strategies, Securities, Series 63, Bloomberg, Fixed Income, Investment Management, Morningstar Direct
Education
Boston University Questrom School of Business 2007 — 2008
MSIM, Investment Management
University of Northern Iowa 1995 — 1999
Kathy Grete's SECURITIES CORPORATION OF IOWA Experience May 1997 - May 1998
Job Compensation Manager at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group February 2013 - Present
CUNA Mutual Group August 2009 - Present
CUNA Mutual Group January 2012 - February 2013
CUNA Mutual Group August 2010 - December 2011
CUNA Mutual Group March 2007 - August 2010
CUNA MUTUAL LIFE INSURANCE COMPANY August 2003 - March 2007
CUNA MUTUAL LIFE INSURANCE COMPANY May 1998 - August 2003
SECURITIES CORPORATION OF IOWA May 1997 - May 1998
Skills
Insurance, Strategic Financial..., Underwriting, Process Improvement, Series 7, Financial Reporting, Fixed Annuities, Risk Management, Investments, Retirement, Business Analysis, Retirement Planning, Credit, Mutual Funds, Finance
Education
University of Northern Iowa 1992 — 1998
Masters of Business Administration
University of Northern Iowa 1992 — 1996
Bachelor of Arts, FINANCE
CUNA Mutual Group February 2013 - Present
CUNA Mutual Group August 2009 - Present
CUNA Mutual Group January 2012 - February 2013
CUNA Mutual Group August 2010 - December 2011
CUNA Mutual Group March 2007 - August 2010
CUNA MUTUAL LIFE INSURANCE COMPANY August 2003 - March 2007
CUNA MUTUAL LIFE INSURANCE COMPANY May 1998 - August 2003
SECURITIES CORPORATION OF IOWA May 1997 - May 1998
Skills
Insurance, Strategic Financial..., Underwriting, Process Improvement, Series 7, Financial Reporting, Fixed Annuities, Risk Management, Investments, Retirement, Business Analysis, Retirement Planning, Credit, Mutual Funds, Finance
Education
University of Northern Iowa 1992 — 1998
Masters of Business Administration
University of Northern Iowa 1992 — 1996
Bachelor of Arts, FINANCE
Kathy Dunne's SECURITIES CORPORATION OF IOWA Experience October 1987 - May 1994
Job Third Party Asset Management Market Specialist at AEGON USA Investment Management, LLC
Industry Financial Services
Experience
AEGON USA Investment Management, LLC September 2011 - Present
Aegon USA Investment Management, LLC August 2004 - September 2011
Aegon USA Investment Management, LLC August 1999 - August 2004
Thomas F. White & Co. Inc April 1998 - August 1999
AEGON USA Securities, Inc May 1994 - March 1998
Securities Corporation of Iowa October 1987 - May 1994
Skills
Fixed Income, Risk Management, Insurance, Investments, Securities, Problem Solving, Customer Relations, Supervisory Skills, Advertising, Compliance, Mutual Funds, Bonds, FINRA, Series 7, Team Building, Risk, Writing, Product Marketing, SEC compliance, Business Documentation, Equities, Options, Asset Management, Portfolio Management, Trading, Series 24, Series 63, Asset Allocation, Management, Financial Risk, Mergers & Acquisitions, Customer Service, Investment Advisory
Education
Mount Mercy College 2004 — 2007
BS, Business Administration
Wharton Business College at the University of Pennsylvania 1996 — 1998
Certificate, SII Executive Program
Kaplan University (fka Hamilton Business College) 1983 — 1985
Accounting Diploma, Accounting and Finance
NASD Securities Licenses
7, 63, and 24
AEGON USA Investment Management, LLC September 2011 - Present
Aegon USA Investment Management, LLC August 2004 - September 2011
Aegon USA Investment Management, LLC August 1999 - August 2004
Thomas F. White & Co. Inc April 1998 - August 1999
AEGON USA Securities, Inc May 1994 - March 1998
Securities Corporation of Iowa October 1987 - May 1994
Skills
Fixed Income, Risk Management, Insurance, Investments, Securities, Problem Solving, Customer Relations, Supervisory Skills, Advertising, Compliance, Mutual Funds, Bonds, FINRA, Series 7, Team Building, Risk, Writing, Product Marketing, SEC compliance, Business Documentation, Equities, Options, Asset Management, Portfolio Management, Trading, Series 24, Series 63, Asset Allocation, Management, Financial Risk, Mergers & Acquisitions, Customer Service, Investment Advisory
Education
Mount Mercy College 2004 — 2007
BS, Business Administration
Wharton Business College at the University of Pennsylvania 1996 — 1998
Certificate, SII Executive Program
Kaplan University (fka Hamilton Business College) 1983 — 1985
Accounting Diploma, Accounting and Finance
NASD Securities Licenses
7, 63, and 24
David G. Sparks, CFA's SECURITIES CORPORATION OF IOWA Experience December 1996 - April 2001
Job Owner, Heartwood Investments, Inc.
Industry Investment Management
Experience
Heartwood Investments, Inc. October 2007 - Present
CFA Institute 1999 - 2013
University of Northern Iowa August 2007 - May 2009
Wells Fargo Investments April 2001 - June 2007
University of Northern Iowa 1997 - 2007
Securities Corporation of Iowa December 1996 - April 2001
Piper Jaffray July 1990 - December 1996
Blunt Ellis & Loewi, Inc February 1979 - July 1990
Blackhawk Broadcasting April 1972 - August 1978
Skills
Investments, Finance, Public Speaking, Fundraising, Nonprofits, Event Planning, Research, Asset Management
Education
University of Northern Iowa 1979 — 1985
BA, Communications
CFA Institute
CFA Charter, Investment management and research
Heartwood Investments, Inc. October 2007 - Present
CFA Institute 1999 - 2013
University of Northern Iowa August 2007 - May 2009
Wells Fargo Investments April 2001 - June 2007
University of Northern Iowa 1997 - 2007
Securities Corporation of Iowa December 1996 - April 2001
Piper Jaffray July 1990 - December 1996
Blunt Ellis & Loewi, Inc February 1979 - July 1990
Blackhawk Broadcasting April 1972 - August 1978
Skills
Investments, Finance, Public Speaking, Fundraising, Nonprofits, Event Planning, Research, Asset Management
Education
University of Northern Iowa 1979 — 1985
BA, Communications
CFA Institute
CFA Charter, Investment management and research
Debbie Wordehoff's SECURITIES CORPORATION OF IOWA Experience February 1992 - April 2002
Job Vice President/Office Manager, Buck Creek Realty
Industry Real Estate
Experience
Buck Creek Realty July 2004 - Present
Wells Fargo April 2002 - August 2003
Securities Corporation of Iowa February 1992 - April 2002
Education
Indian Hills Community College 1973 — 1974
Diploma, Secretarial
Buck Creek Realty July 2004 - Present
Wells Fargo April 2002 - August 2003
Securities Corporation of Iowa February 1992 - April 2002
Education
Indian Hills Community College 1973 — 1974
Diploma, Secretarial
Stacey Lingel's SECURITIES CORPORATION OF IOWA Experience August 1986 - February 1992
Job Customer Requirements Business Analyst at Pearson
Industry Publishing
Experience
Pearson June 2000 - August 2015
Pearson September 2010 - May 2011
Pearson March 2009 - September 2010
Pearson July 2003 - March 2009
Pearson June 2000 - June 2003
ACT September 1992 - June 2000
Securities Corporation of Iowa August 1986 - February 1992
Skills
Expert in soliciting,..., SQL, SQL*Plus, Database Design, Report Design, Visio, Excel, Access, Business Analysis, Problem Solving, Software Documentation, Microsoft Excel, Testing, Requirements Gathering, Data Warehousing, Software Project..., Software Development, Project Management, Agile Methodologies, Business Process, Agile Project Management, Management, Program Management
Education
University of Iowa 1982 — 1985
Bachelor's, Computer Science
Simpson College 1980 — 1982
Computer Sci and Spanish
Pearson June 2000 - August 2015
Pearson September 2010 - May 2011
Pearson March 2009 - September 2010
Pearson July 2003 - March 2009
Pearson June 2000 - June 2003
ACT September 1992 - June 2000
Securities Corporation of Iowa August 1986 - February 1992
Skills
Expert in soliciting,..., SQL, SQL*Plus, Database Design, Report Design, Visio, Excel, Access, Business Analysis, Problem Solving, Software Documentation, Microsoft Excel, Testing, Requirements Gathering, Data Warehousing, Software Project..., Software Development, Project Management, Agile Methodologies, Business Process, Agile Project Management, Management, Program Management
Education
University of Iowa 1982 — 1985
Bachelor's, Computer Science
Simpson College 1980 — 1982
Computer Sci and Spanish