The Principal Financial Group
Industry: Financial investment management company
DescriptionThe Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa. Customer service: 1 (800) 986-3343 Headquarters: Des Moines, IA CEO: Daniel Joseph Houston Subsidiaries: Principal Securities, Inc.,
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The Principal Financial Group Employees
Employee
Years
Job
Industry
Christopher (Chris) Huff Christopher (Chris) Huff's The Principal Financial Group Experience November 2003 - December 2010
Job Internal Wholesaler at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions - Member of Sammons Financial Group February 2015 - Present
EMC National Life Company January 2011 - Present
The Principal Financial Group November 2003 - December 2010
American Express 2000 - 2002
Skills
Retirement, Sales, Negotiation, Insurance, Retirement Planning, Series 6, Series 7, Life Insurance, 401k, Disability Insurance, Strategy, Customer Service, Selling, Leadership, Teamwork, Series 63, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Estate Planning, Business Analysis, Employee Benefits, Risk Management, Health Insurance, Property & Casualty..., Underwriting, Marketing, CRM, Investments, Training, Finance
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 1999
BA, Finance
The University of Iowa
Sammons Retirement Solutions - Member of Sammons Financial Group February 2015 - Present
EMC National Life Company January 2011 - Present
The Principal Financial Group November 2003 - December 2010
American Express 2000 - 2002
Skills
Retirement, Sales, Negotiation, Insurance, Retirement Planning, Series 6, Series 7, Life Insurance, 401k, Disability Insurance, Strategy, Customer Service, Selling, Leadership, Teamwork, Series 63, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Estate Planning, Business Analysis, Employee Benefits, Risk Management, Health Insurance, Property & Casualty..., Underwriting, Marketing, CRM, Investments, Training, Finance
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 1999
BA, Finance
The University of Iowa
david cherniawski david cherniawski's The Principal Financial Group Experience August 2013 - March 2014
Job Sales Manager for AT&T
Industry Marketing and Advertising
Experience
AT&T June 2014 - Present
The Principal Financial Group August 2013 - March 2014
Comcast Cable July 2011 - May 2013
Diversified marketing November 2008 - July 2011
Fountain Exteriors March 2005 - November 2008
Skills
Sales, Marketing, Social Networking, Customer Service, Event Planning, Direct Sales, Cold Calling, Restaurants, Social Media, Leadership, Inventory Management, Microsoft Office, Time Management, Restaurant Management, Facebook, Networking, Telecommunications, Training, Employee Benefits, Employee Management, Hiring, Project Management, Work Ethic, Entrepreneurship
Education
Northwood University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Lansing Community College 2007 — 2009
Associate's degree, Business Administration and Management, General
AT&T June 2014 - Present
The Principal Financial Group August 2013 - March 2014
Comcast Cable July 2011 - May 2013
Diversified marketing November 2008 - July 2011
Fountain Exteriors March 2005 - November 2008
Skills
Sales, Marketing, Social Networking, Customer Service, Event Planning, Direct Sales, Cold Calling, Restaurants, Social Media, Leadership, Inventory Management, Microsoft Office, Time Management, Restaurant Management, Facebook, Networking, Telecommunications, Training, Employee Benefits, Employee Management, Hiring, Project Management, Work Ethic, Entrepreneurship
Education
Northwood University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Lansing Community College 2007 — 2009
Associate's degree, Business Administration and Management, General
Melissa Wuestenberg Melissa Wuestenberg's The Principal Financial Group Experience January 1992 - January 1994
Job Independent Interior Decorator, CID
Industry Design
Experience
Studio M Interiors April 2014 - Present
Citi January 2012 - May 2012
Saline Middle School July 2011 - May 2012
Heritage School July 2009 - June 2011
H&R Block 2009 - 2010
Pleasant Ridge Elementary School July 2005 - June 2007
Landmark Co. of VA January 1996 - January 1998
The Money Store January 1995 - January 1996
The Principal Financial Group January 1992 - January 1994
The Principal Financial Group January 1990 - January 1992
Skills
Real Estate, Management, Leadership, Finance, Budgets, Accounting
Education
Iowa State University 1986 — 1990
B.B.A, Finance
Studio M Interiors April 2014 - Present
Citi January 2012 - May 2012
Saline Middle School July 2011 - May 2012
Heritage School July 2009 - June 2011
H&R Block 2009 - 2010
Pleasant Ridge Elementary School July 2005 - June 2007
Landmark Co. of VA January 1996 - January 1998
The Money Store January 1995 - January 1996
The Principal Financial Group January 1992 - January 1994
The Principal Financial Group January 1990 - January 1992
Skills
Real Estate, Management, Leadership, Finance, Budgets, Accounting
Education
Iowa State University 1986 — 1990
B.B.A, Finance
Alyse Ruggles Alyse Ruggles's The Principal Financial Group Experience October 2014 - Present
Job at
Industry Marketing and Advertising
Experience
The Principal Financial Group October 2014 - Present
STCU February 2014 - October 2014
American Reliance Group October 2013 - October 2014
American Reliance Group May 2013 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Social Networking, Time Management, Administrative..., Teamwork, Marketing Communications, Editing, Sales, Retail, Medicare, Customer Relations, Social Media, Team Building, Marketing
Education
University of Idaho 2009 — 2013
Bachelor of Applied Science (BASc), Marketing
Lewis and Clark High School 2005 — 2009
The Principal Financial Group October 2014 - Present
STCU February 2014 - October 2014
American Reliance Group October 2013 - October 2014
American Reliance Group May 2013 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Social Networking, Time Management, Administrative..., Teamwork, Marketing Communications, Editing, Sales, Retail, Medicare, Customer Relations, Social Media, Team Building, Marketing
Education
University of Idaho 2009 — 2013
Bachelor of Applied Science (BASc), Marketing
Lewis and Clark High School 2005 — 2009
Andrea Will Andrea Will's The Principal Financial Group Experience September 1988 - June 1999
Job Benefits Manager at Zachry Industrial, Inc.
Industry Construction
Experience
Zachry Industrial, Inc. July 2014 - Present
Zachry Industrial, Inc. July 2011 - Present
Zachry Industrial, Inc. June 2006 - Present
Zachry Industrial, Inc. July 2012 - July 2014
The Principal Financial Group September 1988 - June 1999
Skills
Human Resources, Supervisory Skills, 401(k) and Deferred..., Microsoft Excel, Microsoft Word, Budgets, Communication, History, Accounting
Education
The University of Texas at San Antonio 2008 — 2015
student - will graduate in May 2015, Multidisciplinary Studies
The American Institute of Business 1984 — 1986
Associates Degree (dual), Accounting and Business Administration
Zachry Industrial, Inc. July 2014 - Present
Zachry Industrial, Inc. July 2011 - Present
Zachry Industrial, Inc. June 2006 - Present
Zachry Industrial, Inc. July 2012 - July 2014
The Principal Financial Group September 1988 - June 1999
Skills
Human Resources, Supervisory Skills, 401(k) and Deferred..., Microsoft Excel, Microsoft Word, Budgets, Communication, History, Accounting
Education
The University of Texas at San Antonio 2008 — 2015
student - will graduate in May 2015, Multidisciplinary Studies
The American Institute of Business 1984 — 1986
Associates Degree (dual), Accounting and Business Administration
Patricia Fernandez-Lefebvre's The Principal Financial Group Experience October 2014 - Present
Job Financial Service Representative / Princor Registered Representative at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group October 2014 - Present
BB&T October 1999 - December 2013
BankAtlantic October 1999 - July 2012
Skills
401k, 403 b, SEP & Simple IRAs, Business Continuation..., Business Overhead..., Buy-sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Supplemental Retirement..., Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Retirement Planning
Education
Nova Southeastern University 1998 — 2000
Master of Business Administration (MBA)
Nova Southeastern University 1992 — 1995
Bachelor of Business Administration (BBA)
The Principal Financial Group October 2014 - Present
BB&T October 1999 - December 2013
BankAtlantic October 1999 - July 2012
Skills
401k, 403 b, SEP & Simple IRAs, Business Continuation..., Business Overhead..., Buy-sell Agreements, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Supplemental Retirement..., Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Retirement Planning
Education
Nova Southeastern University 1998 — 2000
Master of Business Administration (MBA)
Nova Southeastern University 1992 — 1995
Bachelor of Business Administration (BBA)
Dick Arendt Dick Arendt's The Principal Financial Group Experience October 1980 - September 2004
Job CoOwner, Publisher, and Columnist at Anthem Opinons.
Industry Publishing
Experience
Anthem Opinons. November 2012 - Present
The Vegas Voice March 2013 - September 2014
The Principal Financial Group October 1980 - September 2004
Northwest Insurance Brokerage Group, Inc. January 1980 - September 2004
Skills
Wwbmaster of Anthem..., http://anthemopinions.bl..., Radio, Blogging, Insurance, Public Relations, Publishing, Entertainment, Copy Editing, Social Media Marketing, Newsletters, Public Speaking, Marketing Strategy, Marketing Communications, Music, Radio Broadcasting, Editorial, Social Media, Marketing, Social Networking, Event Planning, New Media, Copywriting, News Writing, Content Strategy, Broadcast, Publicity, Newspapers, Storytelling, Press Releases, Books, Media Relations, Journalism
Education
University of Illinois at Chicago 1965 — 1970
B.S., Finance, Economics & Marketing
St. George High School 1960 — 1964
Anthem Opinons. November 2012 - Present
The Vegas Voice March 2013 - September 2014
The Principal Financial Group October 1980 - September 2004
Northwest Insurance Brokerage Group, Inc. January 1980 - September 2004
Skills
Wwbmaster of Anthem..., http://anthemopinions.bl..., Radio, Blogging, Insurance, Public Relations, Publishing, Entertainment, Copy Editing, Social Media Marketing, Newsletters, Public Speaking, Marketing Strategy, Marketing Communications, Music, Radio Broadcasting, Editorial, Social Media, Marketing, Social Networking, Event Planning, New Media, Copywriting, News Writing, Content Strategy, Broadcast, Publicity, Newspapers, Storytelling, Press Releases, Books, Media Relations, Journalism
Education
University of Illinois at Chicago 1965 — 1970
B.S., Finance, Economics & Marketing
St. George High School 1960 — 1964
Kristen Jameson, MBA, PHR's The Principal Financial Group Experience March 2004 - May 2007
Job Senior HR Generalist at Mueller Water Products
Industry Human Resources
Experience
Mueller Water Products September 2014 - Present
Mueller Water Products February 2012 - September 2014
Mueller Water Products May 2008 - February 2012
Georgia Pacific July 2007 - May 2008
The Principal Financial Group March 2004 - May 2007
Skills
Analysis, Human Resources, Auditing, Employee Benefits, Management, Defined Benefit, Benefits Administration, Administration, Onboarding, Talent Management, Succession Planning, Recruiting
Education
Northwest Missouri State University 2001 — 2003
MBA, Business Administration
Northwest Missouri State University 1998 — 2001
B.S., Business Management
Mueller Water Products September 2014 - Present
Mueller Water Products February 2012 - September 2014
Mueller Water Products May 2008 - February 2012
Georgia Pacific July 2007 - May 2008
The Principal Financial Group March 2004 - May 2007
Skills
Analysis, Human Resources, Auditing, Employee Benefits, Management, Defined Benefit, Benefits Administration, Administration, Onboarding, Talent Management, Succession Planning, Recruiting
Education
Northwest Missouri State University 2001 — 2003
MBA, Business Administration
Northwest Missouri State University 1998 — 2001
B.S., Business Management
Brahim Bouhaik Brahim Bouhaik's The Principal Financial Group Experience April 2001 - April 2011
Job Dedicated Financial Services Professional Serving Families in the Greater Des Moines Area
Industry Financial Services
Experience
NYLIFE Securities LLC August 2011 - Present
The Principal Financial Group April 2001 - April 2011
Convergent Communications March 1999 - March 2001
Skills
Licensed Life Insurance..., Annuity Sales, Protection..., Wealth Preservation..., Estate Planning, 401k, Key Person Insurance, Gifting Strategies, Multi-generational..., Asset Protection, Legacies, Insurance, Retirement, Small Business, Succession Planning, Windows Server, Life Insurance, Customer Service, Fixed Annuities, Unix, IIS, VMware, Sales, Solaris, Finance, SDLC, Security, Cloud Computing, Business Analysis, Strategic Planning, Citrix, Analysis, Microsoft Exchange, Unix Shell Scripting, Management, Team Leadership, Team Building, Networking, Retirement Planning, Infrastructure, Microsoft Office, Windows, Disability Insurance, Licensed in Long-Term..., 401k Rollovers, Troubleshooting
Education
Univeristy Muhammed 5th 1983 — 1985
Lycee Moulay Youssef Rabat Morocco 1981 — 1983
baccalaureate
Kaplan University-Des Moines Campus
Kaplan University-Des Moines Campus
NYLIFE Securities LLC August 2011 - Present
The Principal Financial Group April 2001 - April 2011
Convergent Communications March 1999 - March 2001
Skills
Licensed Life Insurance..., Annuity Sales, Protection..., Wealth Preservation..., Estate Planning, 401k, Key Person Insurance, Gifting Strategies, Multi-generational..., Asset Protection, Legacies, Insurance, Retirement, Small Business, Succession Planning, Windows Server, Life Insurance, Customer Service, Fixed Annuities, Unix, IIS, VMware, Sales, Solaris, Finance, SDLC, Security, Cloud Computing, Business Analysis, Strategic Planning, Citrix, Analysis, Microsoft Exchange, Unix Shell Scripting, Management, Team Leadership, Team Building, Networking, Retirement Planning, Infrastructure, Microsoft Office, Windows, Disability Insurance, Licensed in Long-Term..., 401k Rollovers, Troubleshooting
Education
Univeristy Muhammed 5th 1983 — 1985
Lycee Moulay Youssef Rabat Morocco 1981 — 1983
baccalaureate
Kaplan University-Des Moines Campus
Kaplan University-Des Moines Campus
Angelo M. Giannosa, CLU, ChFC, CLF Angelo M. Giannosa, CLU, ChFC, CLF's The Principal Financial Group Experience January 2004 - Present
Job Principal Financial Group. Managing Director, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
The Principal Financial Group January 2004 - Present
GE Financial Assurance June 2001 - October 2003
Harvest Life Insurance Company January 1995 - June 2001
Mobile Office Supply, Inc. 1985 - 1994
Skills
Life Insurance, Securities, Employee Benefits, Retirement Planning, Retirement, Management, 401k, Fixed Annuities, Asset Allocation, Investments, Mutual Funds, Wealth Management, Series 7, Strategic Financial..., Asset Management
Education
San Jose State University 1981 — 1984
Accounting and Business/Management
The American College
Financial Planning
The Principal Financial Group January 2004 - Present
GE Financial Assurance June 2001 - October 2003
Harvest Life Insurance Company January 1995 - June 2001
Mobile Office Supply, Inc. 1985 - 1994
Skills
Life Insurance, Securities, Employee Benefits, Retirement Planning, Retirement, Management, 401k, Fixed Annuities, Asset Allocation, Investments, Mutual Funds, Wealth Management, Series 7, Strategic Financial..., Asset Management
Education
San Jose State University 1981 — 1984
Accounting and Business/Management
The American College
Financial Planning
Heather Sparano Heather Sparano's The Principal Financial Group Experience March 2014 - Present
Job Assistant Director Compliance at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group March 2014 - Present
The Principal Financial Group April 2007 - March 2014
The Principal Financial Group November 2004 - April 2007
The Principal Financial Group June 1997 - November 2004
Skills
Retirement Plan..., ERISA, IRC, Retirement Planning, Qualified Retirement..., 401k, Team Leadership, Retirement, Pensions, Defined Benefit
Education
University of Idaho 1993 — 1997
Bachelor of Science, Business-Finance
University of Idaho
Bachelor of Business Administration (Finance), Finance, General
The Principal Financial Group March 2014 - Present
The Principal Financial Group April 2007 - March 2014
The Principal Financial Group November 2004 - April 2007
The Principal Financial Group June 1997 - November 2004
Skills
Retirement Plan..., ERISA, IRC, Retirement Planning, Qualified Retirement..., 401k, Team Leadership, Retirement, Pensions, Defined Benefit
Education
University of Idaho 1993 — 1997
Bachelor of Science, Business-Finance
University of Idaho
Bachelor of Business Administration (Finance), Finance, General
David J. Kressler, Ph.D's The Principal Financial Group Experience July 1994 - Present
Job Faculty, The Robert H. Smith School of Business, University of Maryland
Industry Financial Services
Experience
HIF 2008 - Present
The Principal Financial Group July 1994 - Present
Robert H. Smith School of Business January 1994 - Present
Principal Financial Group 2004 - 2015
American Psychological Association 1994 - 1998
Spot Image 1988 - 1994
Skills
Annuities (Variable &..., Disability Income..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Long-Term Care Insurance, 401 (k), 403 (b), SEP &..., Asset Allocation, Deferred Compensation...
Education
University of Michigan 1973 — 1977
Doctor of Philosophy (Ph.D.)
Muhlenberg College 1965 — 1969
BA, English Literature
The William Penn Charter School 1953 — 1965
Diploma
HIF 2008 - Present
The Principal Financial Group July 1994 - Present
Robert H. Smith School of Business January 1994 - Present
Principal Financial Group 2004 - 2015
American Psychological Association 1994 - 1998
Spot Image 1988 - 1994
Skills
Annuities (Variable &..., Disability Income..., Financial Needs Analysis, Income Protection, IRAs (Traditional &..., Long-Term Care Insurance, 401 (k), 403 (b), SEP &..., Asset Allocation, Deferred Compensation...
Education
University of Michigan 1973 — 1977
Doctor of Philosophy (Ph.D.)
Muhlenberg College 1965 — 1969
BA, English Literature
The William Penn Charter School 1953 — 1965
Diploma
Andrew Walker's The Principal Financial Group Experience June 1994 - November 1996
Job Director, Mobility Leader at EY
Industry Human Resources
Experience
EY June 2015 - Present
WorleyParsons October 2011 - May 2015
Mercer March 2010 - October 2011
Thomson Reuters April 2002 - March 2010
Reuters January 2005 - April 2008
Goldman Sachs November 1996 - March 2002
The Principal Financial Group June 1994 - November 1996
Prudential Real Estate and Relocation May 1989 - June 1994
Skills
Mergers, Expatriate Management, Talent Management, Deferred Compensation, Change Management, Performance Management, Succession Planning, Vendor Management, Employee Engagement, Organizational Design, Executive Pay, Employee Benefits, HR Consulting, Strategic Planning, Organizational..., Human Resources, Workforce Planning, Leadership, Mergers & Acquisitions, Global Mobility, Management, Talent Acquisition, Coaching, Executive Management, Leadership Development, Policy, Strategy, HR Policies, Compensation & Benefit, Personnel Management, Consulting, Compensation, Compensation & Benefits
Education
Trinity College-Hartford 1985 — 1989
BA, Psychology
EY June 2015 - Present
WorleyParsons October 2011 - May 2015
Mercer March 2010 - October 2011
Thomson Reuters April 2002 - March 2010
Reuters January 2005 - April 2008
Goldman Sachs November 1996 - March 2002
The Principal Financial Group June 1994 - November 1996
Prudential Real Estate and Relocation May 1989 - June 1994
Skills
Mergers, Expatriate Management, Talent Management, Deferred Compensation, Change Management, Performance Management, Succession Planning, Vendor Management, Employee Engagement, Organizational Design, Executive Pay, Employee Benefits, HR Consulting, Strategic Planning, Organizational..., Human Resources, Workforce Planning, Leadership, Mergers & Acquisitions, Global Mobility, Management, Talent Acquisition, Coaching, Executive Management, Leadership Development, Policy, Strategy, HR Policies, Compensation & Benefit, Personnel Management, Consulting, Compensation, Compensation & Benefits
Education
Trinity College-Hartford 1985 — 1989
BA, Psychology
Michelle Stone Michelle Stone's The Principal Financial Group Experience March 2003 - November 2009
Job Internal Sales Manager Retirement at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2009 - Present
The Principal Financial Group March 2003 - November 2009
Skills
• 401(k), 403(b), SEP &..., • Defined Benefit Plans, • Series 7, 63, 66, and..., • Tax Exempt Plans, Sales Management, Team Leadership, 401k, Retirement, Series 7, Series 63, Sales Operations, Mutual Funds, Financial Services, Retirement Planning, Investments
Education
Loras College 1996 — 2000
Principal Financial Group November 2009 - Present
The Principal Financial Group March 2003 - November 2009
Skills
• 401(k), 403(b), SEP &..., • Defined Benefit Plans, • Series 7, 63, 66, and..., • Tax Exempt Plans, Sales Management, Team Leadership, 401k, Retirement, Series 7, Series 63, Sales Operations, Mutual Funds, Financial Services, Retirement Planning, Investments
Education
Loras College 1996 — 2000
Jody Worsley Jody Worsley's The Principal Financial Group Experience January 2000 - August 2008
Job Client Relationship Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2013 - Present
Principal Financial Group September 2008 - February 2013
The Principal Financial Group January 2000 - August 2008
Skills
Series 7, 401k, Retirement Planning, ESOP, Investments, Securities, Series 24, Employee Benefits, Series 63
Education
Iowa State University
Bachelor of Science (B.S.)
Principal Financial Group March 2013 - Present
Principal Financial Group September 2008 - February 2013
The Principal Financial Group January 2000 - August 2008
Skills
Series 7, 401k, Retirement Planning, ESOP, Investments, Securities, Series 24, Employee Benefits, Series 63
Education
Iowa State University
Bachelor of Science (B.S.)
Nhina Chau Nhina Chau's The Principal Financial Group Experience April 2005 - Present
Job Proposal Analyst at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group April 2005 - Present
Contact Center October 2005 - August 2007
The GAP January 2002 - December 2005
Shang Yuen Chinese Restaurant December 1995 - January 2005
Younkers January 1998 - January 1999
Skills
Telephone Skills, Proposal Writing, PC-based applications
Education
Iowa State University
Bachelor of Science, Management & Finance
The Principal Financial Group April 2005 - Present
Contact Center October 2005 - August 2007
The GAP January 2002 - December 2005
Shang Yuen Chinese Restaurant December 1995 - January 2005
Younkers January 1998 - January 1999
Skills
Telephone Skills, Proposal Writing, PC-based applications
Education
Iowa State University
Bachelor of Science, Management & Finance
Ted Economos Ted Economos's The Principal Financial Group Experience July 1986 - March 2000
Job Vice President Treasury Services at Bankers Trust
Industry Banking
Experience
Bankers Trust August 2010 - Present
Wells Fargo February 2005 - July 2010
Community State Bank April 2000 - December 2005
The Principal Financial Group July 1986 - March 2000
Skills
Small Business Lending, Banking, Customer Relations, New Business Development, Treasury Services, Commercial Lending, Customer Service, Credit Analysis, Loans, Management, Credit, Commercial Banking, Business Development, Treasury Management, Relationship Management, Finance, Portfolio Management, Underwriting, Mortgage Lending, Consumer Lending, Credit Risk, Financial Services, Strategic Financial..., Retail Banking, Construction Loans, Lines Of Credit, Mortgage Banking, SBA, Private Banking, Investments, Commercial Mortgages, ACH, Cross Selling, Financial Risk, Asset Based Lending, Cash Management, Risk Management, Residential Mortgages, Loan Origination, Financial Analysis, Refinance, Securities, Retirement Planning, FHA, Corporate Finance, Asset Management, Wealth Management, Financial Planning
Education
The University of Iowa
Bachelor of Business Administration (BBA), Marketing & Economics
University of Iowa
BBA, Marketing Major, Economics Minor
Bankers Trust August 2010 - Present
Wells Fargo February 2005 - July 2010
Community State Bank April 2000 - December 2005
The Principal Financial Group July 1986 - March 2000
Skills
Small Business Lending, Banking, Customer Relations, New Business Development, Treasury Services, Commercial Lending, Customer Service, Credit Analysis, Loans, Management, Credit, Commercial Banking, Business Development, Treasury Management, Relationship Management, Finance, Portfolio Management, Underwriting, Mortgage Lending, Consumer Lending, Credit Risk, Financial Services, Strategic Financial..., Retail Banking, Construction Loans, Lines Of Credit, Mortgage Banking, SBA, Private Banking, Investments, Commercial Mortgages, ACH, Cross Selling, Financial Risk, Asset Based Lending, Cash Management, Risk Management, Residential Mortgages, Loan Origination, Financial Analysis, Refinance, Securities, Retirement Planning, FHA, Corporate Finance, Asset Management, Wealth Management, Financial Planning
Education
The University of Iowa
Bachelor of Business Administration (BBA), Marketing & Economics
University of Iowa
BBA, Marketing Major, Economics Minor
Tami Rand Tami Rand's The Principal Financial Group Experience November 1996 - March 1998
Job Business Analyst Consultant
Industry Retail
Experience
Independent Contractor November 2013 - Present
Modis July 2013 - November 2013
Oriental Trading Company January 2007 - July 2013
Pamida Stores Operating Co., LLC March 1998 - December 2006
The Principal Financial Group November 1996 - March 1998
The Principal Financial Group 1989 - November 1996
Skills
Functional Leadership, Enterprise Business..., Process Analysis and..., Data & Process..., Facilitation of..., Enterprise Problem..., Training Curriculum..., Project Sizing, Work Breakdown, Data, Business Analysis, Problem Solving, Process Analysis, Designs, Workshop Facilitation, Enterprise Software, Cross-functional Team..., Strategy, CPFR, Vendor Management, Analysis, WBS, Business Process..., Project Portfolio..., Software Documentation, Requirements Gathering, Agile Methodologies, Retail, Merchandising, E-commerce, SDLC, Project Management, Budgets, Visio
Education
Metropolitan Community College 2001 — 2011
Associate, Liberal Arts Transfer, Supply Chain Mgmt, Management, Humanities
Independent Contractor November 2013 - Present
Modis July 2013 - November 2013
Oriental Trading Company January 2007 - July 2013
Pamida Stores Operating Co., LLC March 1998 - December 2006
The Principal Financial Group November 1996 - March 1998
The Principal Financial Group 1989 - November 1996
Skills
Functional Leadership, Enterprise Business..., Process Analysis and..., Data & Process..., Facilitation of..., Enterprise Problem..., Training Curriculum..., Project Sizing, Work Breakdown, Data, Business Analysis, Problem Solving, Process Analysis, Designs, Workshop Facilitation, Enterprise Software, Cross-functional Team..., Strategy, CPFR, Vendor Management, Analysis, WBS, Business Process..., Project Portfolio..., Software Documentation, Requirements Gathering, Agile Methodologies, Retail, Merchandising, E-commerce, SDLC, Project Management, Budgets, Visio
Education
Metropolitan Community College 2001 — 2011
Associate, Liberal Arts Transfer, Supply Chain Mgmt, Management, Humanities
Teri Button Teri Button's The Principal Financial Group Experience September 1991 - Present
Job Vice President and Treasurer Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group September 1991 - Present
KPMG 1986 - 1990
Education
University of Iowa 1981 — 1985
BBA, Accounting
The Principal Financial Group September 1991 - Present
KPMG 1986 - 1990
Education
University of Iowa 1981 — 1985
BBA, Accounting
Theodore Bender's The Principal Financial Group Experience November 2013 - Present
Job Account Executive at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group November 2013 - Present
Principal Financial Group April 2012 - November 2013
The Principal Financial Group November 2010 - April 2012
Thomas L. Cardella & Associates February 2010 - July 2010
Orr Center for Healthy Aging and Memory Loss May 2009 - August 2009
The Greater Des Moines Convention and Visitors Bureau May 2009 - August 2009
Skills
Defined Contribution, Defined Benefit, Qualified Retirement..., Customer Service, Institutional...
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Bachelor's Degree, Business Managment and Organization
The Principal Financial Group November 2013 - Present
Principal Financial Group April 2012 - November 2013
The Principal Financial Group November 2010 - April 2012
Thomas L. Cardella & Associates February 2010 - July 2010
Orr Center for Healthy Aging and Memory Loss May 2009 - August 2009
The Greater Des Moines Convention and Visitors Bureau May 2009 - August 2009
Skills
Defined Contribution, Defined Benefit, Qualified Retirement..., Customer Service, Institutional...
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
Bachelor's Degree, Business Managment and Organization
Vince Welsh Vince Welsh's The Principal Financial Group Experience November 2009 - Present
Job Princor Registered Representative at The Principal Financial Group®
Industry Investment Management
Experience
The Principal Financial Group® November 2009 - Present
Bench Solution Inc. 2004 - January 2010
Amera-Seiki CNC Machine Tools 2000 - 2004
Welsh Machinery 1996 - 2000
Skills
401k, Investments, Retirement Planning, Retirement, Investment Advisory, Financial Planners, Finance, Fixed Annuities, IRAs, Portfolio Management, Mutual Funds, Asset Allocation, Insurance, Wealth Management, Life Insurance, Disability Insurance
Education
Iowa State University 1994 — 1997
Industrial Technology
Linn Mar 1990 — 1994
The Principal Financial Group® November 2009 - Present
Bench Solution Inc. 2004 - January 2010
Amera-Seiki CNC Machine Tools 2000 - 2004
Welsh Machinery 1996 - 2000
Skills
401k, Investments, Retirement Planning, Retirement, Investment Advisory, Financial Planners, Finance, Fixed Annuities, IRAs, Portfolio Management, Mutual Funds, Asset Allocation, Insurance, Wealth Management, Life Insurance, Disability Insurance
Education
Iowa State University 1994 — 1997
Industrial Technology
Linn Mar 1990 — 1994
Richard Widman Richard Widman's The Principal Financial Group Experience September 2011 - Present
Job Princor Registered Representative, Financial Representative
Industry Investment Management
Experience
The Principal Financial Group September 2011 - Present
Widman Financial Services January 2001 - September 2011
Skills
Disability Insurance, Wealth Accumulation, Retirement, Annuities, Long Term Care, IRA's, Series 7, Roth IRA, Buy-sell Agreements, Universal Life, Series 63, Estate Planning, Series 65, Mutual Funds, Asset Allocation, Insurance, 401k, Term Life Insurance, Deferred Compensation, Whole Life, Wealth, SEP
Education
South Dakota State University 1984 — 1988
The Principal Financial Group September 2011 - Present
Widman Financial Services January 2001 - September 2011
Skills
Disability Insurance, Wealth Accumulation, Retirement, Annuities, Long Term Care, IRA's, Series 7, Roth IRA, Buy-sell Agreements, Universal Life, Series 63, Estate Planning, Series 65, Mutual Funds, Asset Allocation, Insurance, 401k, Term Life Insurance, Deferred Compensation, Whole Life, Wealth, SEP
Education
South Dakota State University 1984 — 1988
Jeri StJohn Jeri StJohn's The Principal Financial Group Experience 1991 - 1995
Job Stampin' Up Independent Demonstrator
Industry Education Management
Experience
Stampin' Up 2012 - Present
Howard County Public Schools October 2010 - Present
First Presbyterian Church of Howard County November 2005 - June 2009
The Pampered Chef October 1999 - December 2005
Howard County Public Schools April 1996 - March 2000
The Principal Financial Group 1991 - 1995
Skills
Outstanding Customer..., Microsoft Office 2007, Leadership Development, Direct Sales, Troubleshooting, Creative Problem Solving, Sales Management, Scrapbooking, Keyboarding, Training Skills, Public Speaking, Public Relations, Office Administration, Administrative Support, Copy Editing, Online Sales, Online Marketing, Sales Presentations, Workshop Presenter, Training Workshops, Training, Sales, Customer Service, Administrative..., Social Networking, Event Management, Retail, Microsoft Office, Time Management, Editing, Employee Training, Advertising, Facebook, Entrepreneurship, Presenter, Newsletters, Office Management, Recruiting, Creative Writing, Fundraising, Small Business, Gifts, Event Planning, Paper Craft, Card Making, Rubber Stamps, Teaching, Nonprofits, Blogging, Administration
Education
Pierce College 1971 — 1974
Montclair High School 1970 — 1971
High School Diploma, English/Business
Granada Hills High School 1968 — 1970
High School Diploma, English/Business
Stampin' Up 2012 - Present
Howard County Public Schools October 2010 - Present
First Presbyterian Church of Howard County November 2005 - June 2009
The Pampered Chef October 1999 - December 2005
Howard County Public Schools April 1996 - March 2000
The Principal Financial Group 1991 - 1995
Skills
Outstanding Customer..., Microsoft Office 2007, Leadership Development, Direct Sales, Troubleshooting, Creative Problem Solving, Sales Management, Scrapbooking, Keyboarding, Training Skills, Public Speaking, Public Relations, Office Administration, Administrative Support, Copy Editing, Online Sales, Online Marketing, Sales Presentations, Workshop Presenter, Training Workshops, Training, Sales, Customer Service, Administrative..., Social Networking, Event Management, Retail, Microsoft Office, Time Management, Editing, Employee Training, Advertising, Facebook, Entrepreneurship, Presenter, Newsletters, Office Management, Recruiting, Creative Writing, Fundraising, Small Business, Gifts, Event Planning, Paper Craft, Card Making, Rubber Stamps, Teaching, Nonprofits, Blogging, Administration
Education
Pierce College 1971 — 1974
Montclair High School 1970 — 1971
High School Diploma, English/Business
Granada Hills High School 1968 — 1970
High School Diploma, English/Business
Carla Elliott Carla Elliott's The Principal Financial Group Experience February 1997 - Present
Job Business Operations Specialist
Industry Financial Services
Experience
Principal Financial Group February 1997 - Present
The Principal Financial Group February 1997 - Present
Principal Financial Group January 2003 - October 2004
Principal Financial Group July 2000 - January 2003
Skills
Agile Methodologies, Agile Project Management, Presentation Skills, Relationship Building, Facilitation, Project Management, Requirements Gathering, Business Process, Marketing Strategy, Process Improvement, Business Process..., Risk Management, Analysis, Change Management, Data Analysis, Leadership, Program Management, Employee Training, Management, Public Speaking, Customer Service, Microsoft Office, Business Analysis
Education
Simpson College 1990 — 1994
Bachelor's degree
Principal Financial Group February 1997 - Present
The Principal Financial Group February 1997 - Present
Principal Financial Group January 2003 - October 2004
Principal Financial Group July 2000 - January 2003
Skills
Agile Methodologies, Agile Project Management, Presentation Skills, Relationship Building, Facilitation, Project Management, Requirements Gathering, Business Process, Marketing Strategy, Process Improvement, Business Process..., Risk Management, Analysis, Change Management, Data Analysis, Leadership, Program Management, Employee Training, Management, Public Speaking, Customer Service, Microsoft Office, Business Analysis
Education
Simpson College 1990 — 1994
Bachelor's degree
Dennis Tinker Dennis Tinker's The Principal Financial Group Experience 2007 - Present
Job Assistant Managing Director Asset Management at Principal Global Investors
Industry
Experience
Principal Global Investors March 2014 - Present
Principal Global Investors March 2007 - Present
The Principal Financial Group 2007 - Present
Mid-America Group November 1991 - March 2007
Skills
Real Estate, Asset Management, Valuation, Investments, Financial Analysis, Financial Modeling, Due Diligence, Asset Managment, Real Estate Economics
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2004
EMBA
Iowa State University 1984 — 1988
BBA, Accounting
Principal Global Investors March 2014 - Present
Principal Global Investors March 2007 - Present
The Principal Financial Group 2007 - Present
Mid-America Group November 1991 - March 2007
Skills
Real Estate, Asset Management, Valuation, Investments, Financial Analysis, Financial Modeling, Due Diligence, Asset Managment, Real Estate Economics
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2004
EMBA
Iowa State University 1984 — 1988
BBA, Accounting
Jeffrey Conn Jeffrey Conn's The Principal Financial Group Experience August 2014 - Present
Job IT Business Analyst Lead; The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group August 2014 - Present
American Student Assistance 2010 - July 2014
American Student Assistance October 2006 - 2010
American Student Assistance October 2004 - October 2006
Integrated Fund Services September 1998 - July 2004
Skills
SDLC, Requirements Gathering, Agile Methodologies, Business Analysis, Requirements Analysis, Vendor Management, Visio, Software Project..., Business Requirements, Process Improvement, Scrum, Cross-functional Team..., Agile Project Management, Program Management, User Acceptance Testing, SharePoint, Project Management, Product Development, Supervisory Experience, Call Centers, Securities, Mutual Funds, Investments, Variable Annuities, Project Portfolio..., Quality Assurance
Education
Syracuse University 1988 — 1993
Bachelor's degree, History
Northeastern University
MS, Leadership - Financial Services
The Principal Financial Group August 2014 - Present
American Student Assistance 2010 - July 2014
American Student Assistance October 2006 - 2010
American Student Assistance October 2004 - October 2006
Integrated Fund Services September 1998 - July 2004
Skills
SDLC, Requirements Gathering, Agile Methodologies, Business Analysis, Requirements Analysis, Vendor Management, Visio, Software Project..., Business Requirements, Process Improvement, Scrum, Cross-functional Team..., Agile Project Management, Program Management, User Acceptance Testing, SharePoint, Project Management, Product Development, Supervisory Experience, Call Centers, Securities, Mutual Funds, Investments, Variable Annuities, Project Portfolio..., Quality Assurance
Education
Syracuse University 1988 — 1993
Bachelor's degree, History
Northeastern University
MS, Leadership - Financial Services
Karen Bavender Karen Bavender's The Principal Financial Group Experience June 2003 - May 2013
Job Senior Communications Consultant at Principal Financial Group
Industry Public Relations and Communications
Experience
Principal Financial Group November 2014 - Present
Principal Financial Group May 2013 - Present
The Principal Financial Group June 2003 - May 2013
Weekenders International 2000 - 2004
Principal Financial Group March 1999 - June 2003
Principal Financial Group September 1997 - March 1999
Discovery Toys Independent Consultant 1995 - 1997
Cigna Group Insurance 1993 - 1997
Cigna Group Insurance 1991 - 1993
Cigna Group Insurance 1990 - 1991
Skills
Human Resources, Internal Communications, Corporate Communications, Strategic Communications, Newsletters, Marketing Communications, Public Relations, Social Media, Copywriting, Interviews, Editing, Copy Editing, Speech Writing, Social Media Marketing, Marketing Strategy, Integrated Marketing, Training, Employee Benefits
Education
Texas A&M University 1982 — 1986
Bachelor of Science, Journalism
Principal Financial Group November 2014 - Present
Principal Financial Group May 2013 - Present
The Principal Financial Group June 2003 - May 2013
Weekenders International 2000 - 2004
Principal Financial Group March 1999 - June 2003
Principal Financial Group September 1997 - March 1999
Discovery Toys Independent Consultant 1995 - 1997
Cigna Group Insurance 1993 - 1997
Cigna Group Insurance 1991 - 1993
Cigna Group Insurance 1990 - 1991
Skills
Human Resources, Internal Communications, Corporate Communications, Strategic Communications, Newsletters, Marketing Communications, Public Relations, Social Media, Copywriting, Interviews, Editing, Copy Editing, Speech Writing, Social Media Marketing, Marketing Strategy, Integrated Marketing, Training, Employee Benefits
Education
Texas A&M University 1982 — 1986
Bachelor of Science, Journalism
Jerica Parker Jerica Parker's The Principal Financial Group Experience June 2005 - November 2005
Job Retirement Consultant
Industry Financial Services
Experience
TIAA-CREF April 2012 - Present
TD Ameritrade August 2011 - April 2012
Rockwell Collins March 2010 - November 2011
Transamerica Life Insurance Company 2005 - 2010
Hillary Clinton for President June 2006 - January 2007
The Principal Financial Group June 2005 - November 2005
US Cellular November 2001 - August 2004
MCI WorldCom August 1999 - October 2001
Skills
Strategic Financial..., Social Media, Fixed Annuities, Leadership, Series 7, Training, Microsoft Office, Finance
Education
Kirkwood Community College
TIAA-CREF April 2012 - Present
TD Ameritrade August 2011 - April 2012
Rockwell Collins March 2010 - November 2011
Transamerica Life Insurance Company 2005 - 2010
Hillary Clinton for President June 2006 - January 2007
The Principal Financial Group June 2005 - November 2005
US Cellular November 2001 - August 2004
MCI WorldCom August 1999 - October 2001
Skills
Strategic Financial..., Social Media, Fixed Annuities, Leadership, Series 7, Training, Microsoft Office, Finance
Education
Kirkwood Community College
Sheryl DeMouth Sheryl DeMouth's The Principal Financial Group Experience February 1983 - Present
Job Instructional Design Consultant at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group February 1983 - Present
Skills
Instructional Design, ADDIE, Needs Analysis, Training, Blended Learning, Performance Consulting, E-Learning, Analysis, Adult Education, Learning Management, Leadership Development, Workshop Facilitation, Organizational..., Staff Development, Instructor-led Training
Education
Iowa State University 1990 — 1995
Bachelors of Liberal Studies, Business, Communication, Humanities
The Principal Financial Group February 1983 - Present
Skills
Instructional Design, ADDIE, Needs Analysis, Training, Blended Learning, Performance Consulting, E-Learning, Analysis, Adult Education, Learning Management, Leadership Development, Workshop Facilitation, Organizational..., Staff Development, Instructor-led Training
Education
Iowa State University 1990 — 1995
Bachelors of Liberal Studies, Business, Communication, Humanities
Janel Velky Janel Velky's The Principal Financial Group Experience September 2010 - January 2012
Job Princor Relationship Manager
Industry Insurance
Experience
Principal Financial Group April 2012 - Present
Principal Financial Group January 2012 - May 2012
The Principal Financial Group September 2010 - January 2012
Principal Financial Group 2007 - 2008
Skills
Retirement, Life Insurance, Business Continuity..., Holistic Financial..., Agent Recruitment
Education
Iowa State University - College of Business
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Principal Financial Group April 2012 - Present
Principal Financial Group January 2012 - May 2012
The Principal Financial Group September 2010 - January 2012
Principal Financial Group 2007 - 2008
Skills
Retirement, Life Insurance, Business Continuity..., Holistic Financial..., Agent Recruitment
Education
Iowa State University - College of Business
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Georgia Van Gundy Georgia Van Gundy's The Principal Financial Group Experience September 2008 - Present
Job Director, Government and Community Relations at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group September 2008 - Present
Iowa Farm Bureau Federation November 2001 - September 2008
Iowa Department of Economic Development 1996 - 2001
Skills
Grassroots Organizing, Policy, Public Policy, Public Speaking, Critical Thinking, Economic Development, Legislative Relations, Politics, Government, Fundraising, Leadership, Legislation, Public Affairs, Community Development, Grassroots, Nonprofits, Strategic Planning, Public Relations, Community Outreach, Legal Research, Lobbying, Non-profits, Strategic Communications, Insurance
Education
Iowa State University - College of Business 1988 — 1991
Finance, Finance
The Principal Financial Group September 2008 - Present
Iowa Farm Bureau Federation November 2001 - September 2008
Iowa Department of Economic Development 1996 - 2001
Skills
Grassroots Organizing, Policy, Public Policy, Public Speaking, Critical Thinking, Economic Development, Legislative Relations, Politics, Government, Fundraising, Leadership, Legislation, Public Affairs, Community Development, Grassroots, Nonprofits, Strategic Planning, Public Relations, Community Outreach, Legal Research, Lobbying, Non-profits, Strategic Communications, Insurance
Education
Iowa State University - College of Business 1988 — 1991
Finance, Finance
Brian Harner Brian Harner's The Principal Financial Group Experience April 2006 - November 2012
Job Independent Representative of Human Drug Compounding Outsource Facilities Supplying Hospitals with Drugs in Short Supply
Industry Hospital & Health Care
Experience
ZRx Solutions November 2014 - Present
Mark Scheidter & Associates December 2013 - Present
Independent Financial Solutions March 2013 - Present
The Principal Financial Group April 2006 - November 2012
Skills
Hospital Pharmacy, Hospitals, Pharmaceutical Industry, Pharmaceutical Sales, Supply Chain, Supply Management
Education
Penn State University 1985 — 1989
BS, Computer Science
ZRx Solutions November 2014 - Present
Mark Scheidter & Associates December 2013 - Present
Independent Financial Solutions March 2013 - Present
The Principal Financial Group April 2006 - November 2012
Skills
Hospital Pharmacy, Hospitals, Pharmaceutical Industry, Pharmaceutical Sales, Supply Chain, Supply Management
Education
Penn State University 1985 — 1989
BS, Computer Science
Joe Gunning Joe Gunning's The Principal Financial Group Experience May 2010 - February 2011
Job Financial Advisor that has a passion for assisting anyone that is serious about their financial wellbeing
Industry Financial Services
Experience
Davis Financial - Independant October 2011 - Present
MetLife February 2011 - September 2011
The Principal Financial Group May 2010 - February 2011
HSBC August 1997 - April 2009
Skills
Series 6 Licensee, Series 63 Licensee, Life, Accident and..., Certified NY State..., Long-term Care, Series 6, Retirement Planning, Series 63, Health Insurance, Finance, Investments, Financial Advisory, Leadership, Insurance, Banking, Sales, Wealth, Customer Service, Sales Management, Retirement, Team Building, Fixed Annuities, Credit, Management, Strategic Financial..., Mutual Funds, Estate Planning, Life Insurance, Disability Insurance, Wealth Management
Education
State University of New York College at Buffalo 1988 — 1992
Bachelor of Science (BS), Business Management
Hamburg High School 1984 — 1986
High School Diploma
Hamburg High School
Hamburg High School
Hamburg High School
Hamburg High School
Davis Financial - Independant October 2011 - Present
MetLife February 2011 - September 2011
The Principal Financial Group May 2010 - February 2011
HSBC August 1997 - April 2009
Skills
Series 6 Licensee, Series 63 Licensee, Life, Accident and..., Certified NY State..., Long-term Care, Series 6, Retirement Planning, Series 63, Health Insurance, Finance, Investments, Financial Advisory, Leadership, Insurance, Banking, Sales, Wealth, Customer Service, Sales Management, Retirement, Team Building, Fixed Annuities, Credit, Management, Strategic Financial..., Mutual Funds, Estate Planning, Life Insurance, Disability Insurance, Wealth Management
Education
State University of New York College at Buffalo 1988 — 1992
Bachelor of Science (BS), Business Management
Hamburg High School 1984 — 1986
High School Diploma
Hamburg High School
Hamburg High School
Hamburg High School
Hamburg High School
Chris Borey Chris Borey's The Principal Financial Group Experience August 1994 - Present
Job Sr Compliance Analyst at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group August 1994 - Present
DESMOINESREPORT.COM September 2009 - May 2012
The Principal Financial Group November 2003 - February 2006
The Principal Financial Group September 2000 - October 2003
The Principal Financial Group August 1994 - August 2000
Skills
Compliance, Annuities, IRA's, 401k, Retirement, Public Speaking, Series 7, Advertising Compliance, Securities, Mutual Funds, Series 63, Fixed Annuities
Education
Iowa State University 1986 — 1991
BBA, Marketing
Iowa State University - College of Business 1985 — 1991
BBA, Marketing
The Principal Financial Group August 1994 - Present
DESMOINESREPORT.COM September 2009 - May 2012
The Principal Financial Group November 2003 - February 2006
The Principal Financial Group September 2000 - October 2003
The Principal Financial Group August 1994 - August 2000
Skills
Compliance, Annuities, IRA's, 401k, Retirement, Public Speaking, Series 7, Advertising Compliance, Securities, Mutual Funds, Series 63, Fixed Annuities
Education
Iowa State University 1986 — 1991
BBA, Marketing
Iowa State University - College of Business 1985 — 1991
BBA, Marketing
Louise Crall, SPHR Louise Crall, SPHR's The Principal Financial Group Experience January 2001 - January 2008
Job HR Director at Employee & Family Resources
Industry Mental Health Care
Experience
Employee & Family Resources January 2010 - Present
Seeking a new opportunity June 2009 - December 2009
Principal Financial Group January 2008 - June 2009
The Principal Financial Group January 2001 - January 2008
Principal Financial Group June 1997 - April 2001
INTEGER GROUP MIDWEST (Formerly Kragie/Newell Advertising) September 1995 - June 1997
American Bankers Association January 1991 - September 1995
American Bankers Association September 1987 - January 1991
Skills
Employee Benefits, Succession Planning, College Recruiting, Onboarding, Employee Relations, Talent Management, Applicant Tracking..., Performance Management, Benefits Administration, Recruiting, Talent Acquisition, HRIS, Human Resources, Interviews, Coaching, Training, Leadership, Personnel Management, New Hire Orientations, Temporary Placement, Sourcing, Deferred Compensation
Education
Shippensburg University of Pennsylvania 1982 — 1987
BSBA, Human Resources and Labor Relations
CISHRM/Drake University
Certificate, Human Resources Law
Johns Hopkins University
Masters level classes, Applied Behavioral Science; Organizational Change and Development
Employee & Family Resources January 2010 - Present
Seeking a new opportunity June 2009 - December 2009
Principal Financial Group January 2008 - June 2009
The Principal Financial Group January 2001 - January 2008
Principal Financial Group June 1997 - April 2001
INTEGER GROUP MIDWEST (Formerly Kragie/Newell Advertising) September 1995 - June 1997
American Bankers Association January 1991 - September 1995
American Bankers Association September 1987 - January 1991
Skills
Employee Benefits, Succession Planning, College Recruiting, Onboarding, Employee Relations, Talent Management, Applicant Tracking..., Performance Management, Benefits Administration, Recruiting, Talent Acquisition, HRIS, Human Resources, Interviews, Coaching, Training, Leadership, Personnel Management, New Hire Orientations, Temporary Placement, Sourcing, Deferred Compensation
Education
Shippensburg University of Pennsylvania 1982 — 1987
BSBA, Human Resources and Labor Relations
CISHRM/Drake University
Certificate, Human Resources Law
Johns Hopkins University
Masters level classes, Applied Behavioral Science; Organizational Change and Development
Davina King Davina King's The Principal Financial Group Experience 1990 - 1991
Job Strategic Account Management
Industry Hospital & Health Care
Experience
Johnson & Johnson September 2013 - Present
Ethicon Inc., a Johnson & Johnson company 2010 - September 2013
Johnson & Johnson 2001 - 2009
Health Care Systems, a Johnson & Johnson company 2000 - 2001
State of CT Department of Public Health 1999 - 2000
Connecticut Children's Medical Center 1995 - 1999
University of Connecticut Health Center 1993 - 1995
University of Connecticut Health Center 1989 - 1993
ECHN Eastern Connecticut Health Network 1992 - 1992
The Principal Financial Group 1990 - 1991
Skills
Healthcare, Medical Devices, Hospitals, Operating Room, Cross-functional Team..., Healthcare Industry, Surgeons, Surgery, Sales Effectiveness, Healthcare Management, Global Marketing, Sales Management, Nursing, Competitive Analysis, Management, Business Planning, Clinical Research, Key Account Development, Sales Operations, Wound Care, Healthcare Information..., Pediatrics, Product Development, Hospital Sales, Product Marketing, Healthcare Consulting, Six Sigma, Category Management, Trade Marketing, Clinical, Diagnostics, Health, Healthcare IT, Distributors, Inpatient, Nurses, Sales Support, Outcomes, Revenue Cycle, Health Plans, Health Economics, Market Analysis, Voice of the Customer, Marketing Management, Business Acumen, Strategic Thinking, Strategy, Strategic Planning, Team Leadership, Supply Chain...
Education
Johns Hopkins University School of Nursing 2013 — 2013
The Science of Safety in Healthcare Certification, 97.5%
First Line Leader II Leading for Results 2011 — 2011
Center for Creative Leadership 2010 — 2010
The University of Connecticut School of Business 1991 — 1993
M.B.A., Health Care Management
The University of Connecticut School of Nursing 1985 — 1989
BSN, Nursing
E.O.Smith 1981 — 1985
Rensselaer Polytechnic Institute MBA Program
Johnson & Johnson September 2013 - Present
Ethicon Inc., a Johnson & Johnson company 2010 - September 2013
Johnson & Johnson 2001 - 2009
Health Care Systems, a Johnson & Johnson company 2000 - 2001
State of CT Department of Public Health 1999 - 2000
Connecticut Children's Medical Center 1995 - 1999
University of Connecticut Health Center 1993 - 1995
University of Connecticut Health Center 1989 - 1993
ECHN Eastern Connecticut Health Network 1992 - 1992
The Principal Financial Group 1990 - 1991
Skills
Healthcare, Medical Devices, Hospitals, Operating Room, Cross-functional Team..., Healthcare Industry, Surgeons, Surgery, Sales Effectiveness, Healthcare Management, Global Marketing, Sales Management, Nursing, Competitive Analysis, Management, Business Planning, Clinical Research, Key Account Development, Sales Operations, Wound Care, Healthcare Information..., Pediatrics, Product Development, Hospital Sales, Product Marketing, Healthcare Consulting, Six Sigma, Category Management, Trade Marketing, Clinical, Diagnostics, Health, Healthcare IT, Distributors, Inpatient, Nurses, Sales Support, Outcomes, Revenue Cycle, Health Plans, Health Economics, Market Analysis, Voice of the Customer, Marketing Management, Business Acumen, Strategic Thinking, Strategy, Strategic Planning, Team Leadership, Supply Chain...
Education
Johns Hopkins University School of Nursing 2013 — 2013
The Science of Safety in Healthcare Certification, 97.5%
First Line Leader II Leading for Results 2011 — 2011
Center for Creative Leadership 2010 — 2010
The University of Connecticut School of Business 1991 — 1993
M.B.A., Health Care Management
The University of Connecticut School of Nursing 1985 — 1989
BSN, Nursing
E.O.Smith 1981 — 1985
Rensselaer Polytechnic Institute MBA Program
Jake Bishop Jake Bishop's The Principal Financial Group Experience June 2014 - Present
Job Sales Rep Group Benefits at Principal Financial Group
Industry Insurance
Experience
The Principal Financial Group June 2014 - Present
Event Marketing Strategies June 2013 - October 2014
Columbus Blue Jackets September 2013 - April 2014
Skills
Relationship Management, Strategic Communications, Event Planning, Public Speaking, Organizational..., Social Media, Marketing Communications, Microsoft Excel, Direct Sales, Creative Writing, Report Writing, Networking, Community Development
Education
The Ohio State University 2010 — 2014
Bachelor of Arts (BA), Strategic Communication
Upper Arlington High School 2007 — 2010
The Principal Financial Group June 2014 - Present
Event Marketing Strategies June 2013 - October 2014
Columbus Blue Jackets September 2013 - April 2014
Skills
Relationship Management, Strategic Communications, Event Planning, Public Speaking, Organizational..., Social Media, Marketing Communications, Microsoft Excel, Direct Sales, Creative Writing, Report Writing, Networking, Community Development
Education
The Ohio State University 2010 — 2014
Bachelor of Arts (BA), Strategic Communication
Upper Arlington High School 2007 — 2010
Ignacio Undurraga F Ignacio Undurraga F's The Principal Financial Group Experience January 2009 - November 2009
Job Vice President of Strategy and Planning Officer at City National Bank of Florida
Industry Banking
Experience
City National Bank of Florida August 2014 - Present
MIT Sloan School of Management June 2012 - June 2014
SIEMENS AG 2013 - 2013
CORPORACIÓN RED DE ALIMENTOS January 2010 - June 2012
THE PRINCIPAL FINANCIAL GROUP January 2009 - November 2009
THE PRINCIPAL FINANCIAL GROUP January 2008 - December 2008
THE PRINCIPAL FINANCIAL GROUP January 2007 - December 2007
Skills
Strategy, Business Development, Marketing Strategy, Operations Management, Competitive Analysis, Emerging Markets, Global Management, Entrepreneurship, Valuation, Financial Modeling, Financial Analysis
Education
MIT SLOAN SCHOOL OF MANAGEMENT 2012 — 2014
MBA, Operations and Strategy
Pontificia Universidad Católica de Chile 2001 — 2006
Bachelor of Business Management, Major in finance and economics
City National Bank of Florida August 2014 - Present
MIT Sloan School of Management June 2012 - June 2014
SIEMENS AG 2013 - 2013
CORPORACIÓN RED DE ALIMENTOS January 2010 - June 2012
THE PRINCIPAL FINANCIAL GROUP January 2009 - November 2009
THE PRINCIPAL FINANCIAL GROUP January 2008 - December 2008
THE PRINCIPAL FINANCIAL GROUP January 2007 - December 2007
Skills
Strategy, Business Development, Marketing Strategy, Operations Management, Competitive Analysis, Emerging Markets, Global Management, Entrepreneurship, Valuation, Financial Modeling, Financial Analysis
Education
MIT SLOAN SCHOOL OF MANAGEMENT 2012 — 2014
MBA, Operations and Strategy
Pontificia Universidad Católica de Chile 2001 — 2006
Bachelor of Business Management, Major in finance and economics
Mark Paxton Mark Paxton's The Principal Financial Group Experience 1996 - 2004
Job Global Account Executive at ConferenceDirect
Industry Events Services
Experience
ConferenceDirect July 2014 - Present
NADART 2011 - July 2014
Standard Life 2008 - 2011
MassMutual Financial Group February 2007 - February 2008
Great-West Retirement Services 2003 - 2006
The Principal Financial Group 1996 - 2004
Skills
Employee Benefits, Retirement Planning, Sales, Investments, Retirement Plan..., Asset Allocation, Defined Benefit, Mutual Funds, Pensions, Management, Retirement, 401k
Education
University of Maryland College Park 1984 — 1989
BS, Finance
ConferenceDirect July 2014 - Present
NADART 2011 - July 2014
Standard Life 2008 - 2011
MassMutual Financial Group February 2007 - February 2008
Great-West Retirement Services 2003 - 2006
The Principal Financial Group 1996 - 2004
Skills
Employee Benefits, Retirement Planning, Sales, Investments, Retirement Plan..., Asset Allocation, Defined Benefit, Mutual Funds, Pensions, Management, Retirement, 401k
Education
University of Maryland College Park 1984 — 1989
BS, Finance
Joanie Bond Joanie Bond's The Principal Financial Group Experience 1995 - 2002
Job Executive Account Manager CAI
Industry Information Technology and Services
Experience
Central States Railroad Services January 2013 - Present
JBond Health Consulting December 2012 - Present
Computer Aid, Inc. October 2011 - Present
J Bond Consulting December 2008 - October 2011
ecfirst.com February 2008 - December 2008
Kinetic Solutions 2005 - 2007
Principal Bank 1999 - 2002
The Principal Financial Group 1995 - 2002
Skills
Business Analysis, Vendor Management, SDLC, SharePoint, Requirements Analysis, SQL, Business Intelligence, Requirements Gathering, Business Requirements, Data Warehousing, Business Process..., Software Project..., Visio, Technical Recruiting, Agile Methodologies
Education
Iowa State University 1991 — 1994
MIS
Northwest Missouri State University 1990 — 1991
BA
Panora-Linden 1986 — 1990
High school diploma
Central States Railroad Services January 2013 - Present
JBond Health Consulting December 2012 - Present
Computer Aid, Inc. October 2011 - Present
J Bond Consulting December 2008 - October 2011
ecfirst.com February 2008 - December 2008
Kinetic Solutions 2005 - 2007
Principal Bank 1999 - 2002
The Principal Financial Group 1995 - 2002
Skills
Business Analysis, Vendor Management, SDLC, SharePoint, Requirements Analysis, SQL, Business Intelligence, Requirements Gathering, Business Requirements, Data Warehousing, Business Process..., Software Project..., Visio, Technical Recruiting, Agile Methodologies
Education
Iowa State University 1991 — 1994
MIS
Northwest Missouri State University 1990 — 1991
BA
Panora-Linden 1986 — 1990
High school diploma
Louise Gray Louise Gray's The Principal Financial Group Experience June 1983 - July 1986
Job Learning Performance Coach, Manager, Trainer
Industry Professional Training & Coaching
Experience
Berkeley Training, a division of the Judge Group October 2009 - Present
Learner Focused Coaching March 2009 - Present
Career Systems International October 2007 - March 2009
AchieveGlobal April 1988 - September 2007
The Principal Financial Group June 1983 - July 1986
Skills
Leadership Development, Organizational..., Coaching, Training, Workshop Facilitation, Leadership, Team Building, Program Management, Strategy, Training Delivery, Management, Business Coaching, Career Development, Executive Coaching, Emotional Intelligence, Contract Negotiation, Customer Experience, Performance Improvement, Team Leadership, Organizational..., Management Development, Thought Leadership, Strategic Planning, Public Speaking, Employee Training, Instructional Design, Personal Development, Management Consulting, Change Management, E-Learning, Needs Analysis, Blended Learning, Sales Management, Instructor-led Training, Career Counseling, GIS Application
Education
International Coaching Acadamy 2010 — 2011
Certification, Coaching
University of Calgary 2000 — 2003
Course work in Masters of Workplace Learning
University of Washington 1980 — 1983
Course work in Masters of Public Health
University of Nebraska-Lincoln 1973 — 1977
BS, Health Education
Berkeley Training, a division of the Judge Group October 2009 - Present
Learner Focused Coaching March 2009 - Present
Career Systems International October 2007 - March 2009
AchieveGlobal April 1988 - September 2007
The Principal Financial Group June 1983 - July 1986
Skills
Leadership Development, Organizational..., Coaching, Training, Workshop Facilitation, Leadership, Team Building, Program Management, Strategy, Training Delivery, Management, Business Coaching, Career Development, Executive Coaching, Emotional Intelligence, Contract Negotiation, Customer Experience, Performance Improvement, Team Leadership, Organizational..., Management Development, Thought Leadership, Strategic Planning, Public Speaking, Employee Training, Instructional Design, Personal Development, Management Consulting, Change Management, E-Learning, Needs Analysis, Blended Learning, Sales Management, Instructor-led Training, Career Counseling, GIS Application
Education
International Coaching Acadamy 2010 — 2011
Certification, Coaching
University of Calgary 2000 — 2003
Course work in Masters of Workplace Learning
University of Washington 1980 — 1983
Course work in Masters of Public Health
University of Nebraska-Lincoln 1973 — 1977
BS, Health Education
Lorna Felts's The Principal Financial Group Experience April 2012 - August 2013
Job Manager, Financial Services at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America August 2013 - Present
The Principal Financial Group April 2012 - August 2013
Felts Financial April 2001 - August 2013
Felts Financial April 2001 - April 2012
Synergy Investment Group January 1999 - April 2001
Education
Montreat College 1998 — 2002
BS, Business Administration
South Rowan
The Prudential Insurance Company of America August 2013 - Present
The Principal Financial Group April 2012 - August 2013
Felts Financial April 2001 - August 2013
Felts Financial April 2001 - April 2012
Synergy Investment Group January 1999 - April 2001
Education
Montreat College 1998 — 2002
BS, Business Administration
South Rowan
Greg Burgett Greg Burgett's The Principal Financial Group Experience February 2010 - Present
Job Financial Advisor, Senior Financial Services Representative, Princor Registered Representative
Industry Financial Services
Experience
The Principal Financial Group February 2010 - Present
Robert W. Baird & Co. 2006 - 2010
Associated Investment Services 1997 - 2006
Fidelity Investments November 1991 - April 1997
Skills
Long-Term Care Insurance, Financial Needs Analysis, Supplemental Retirement..., Business Continuation..., Business Overhead...
Education
University of Cincinnati 1983 — 1986
Marketing
The Ohio State University 1981 — 1983
Business
Indian Hill High School 1977 — 1981
College Prep, College/University Preparatory, 9-12
The Principal Financial Group February 2010 - Present
Robert W. Baird & Co. 2006 - 2010
Associated Investment Services 1997 - 2006
Fidelity Investments November 1991 - April 1997
Skills
Long-Term Care Insurance, Financial Needs Analysis, Supplemental Retirement..., Business Continuation..., Business Overhead...
Education
University of Cincinnati 1983 — 1986
Marketing
The Ohio State University 1981 — 1983
Business
Indian Hill High School 1977 — 1981
College Prep, College/University Preparatory, 9-12
J Michael Kellar J Michael Kellar's The Principal Financial Group Experience January 1996 - June 1999
Job Natinal Accounts Executive at Businessolver
Industry Human Resources
Experience
Businessolver November 2012 - Present
The Des Moines Playhouse June 2009 - August 2010
ITAGroup, Inc. March 2004 - June 2009
Relationship Marketing, Inc. June 1999 - January 2004
The Principal Financial Group January 1996 - June 1999
AmerUs Bank May 1995 - January 1996
Mount Ayr Community Schools August 1993 - May 1995
Skills
Microsoft Excel, PowerPoint, Outlook, Access, Visio, Projects, Event Planning, Social Media, Public Speaking, Marketing, Direct Mail, Marketing Communications, Public Relations, Leadership, Management, Strategic Planning, Customer Service, Nonprofits, Sales, Business Process..., Copywriting, Marketing Strategy, Community Outreach, Leadership Development, Fundraising, Analysis, Project Management, Program Management, CRM, Business Development, Start-ups, Salesforce.com, Team Building, Social Media Marketing, Customer Satisfaction, Research, Strategic Communications, Coaching, Advertising, Team Leadership, Proposal Writing, Call Centers, New Business Development, Social Networking, Strategy, Account Management, Email Marketing, Direct Marketing, Recruiting, B2B
Education
Simpson College 1985 — 1991
BA, Speech Communication, Theatre Arts Education
Businessolver November 2012 - Present
The Des Moines Playhouse June 2009 - August 2010
ITAGroup, Inc. March 2004 - June 2009
Relationship Marketing, Inc. June 1999 - January 2004
The Principal Financial Group January 1996 - June 1999
AmerUs Bank May 1995 - January 1996
Mount Ayr Community Schools August 1993 - May 1995
Skills
Microsoft Excel, PowerPoint, Outlook, Access, Visio, Projects, Event Planning, Social Media, Public Speaking, Marketing, Direct Mail, Marketing Communications, Public Relations, Leadership, Management, Strategic Planning, Customer Service, Nonprofits, Sales, Business Process..., Copywriting, Marketing Strategy, Community Outreach, Leadership Development, Fundraising, Analysis, Project Management, Program Management, CRM, Business Development, Start-ups, Salesforce.com, Team Building, Social Media Marketing, Customer Satisfaction, Research, Strategic Communications, Coaching, Advertising, Team Leadership, Proposal Writing, Call Centers, New Business Development, Social Networking, Strategy, Account Management, Email Marketing, Direct Marketing, Recruiting, B2B
Education
Simpson College 1985 — 1991
BA, Speech Communication, Theatre Arts Education
Ronald Lay's The Principal Financial Group Experience November 1994 - December 1995
Job Banking Professional
Industry Banking
Experience
Sonoran Bank September 2006 - August 2010
National Bank of Arizona June 2003 - April 2006
Bank One August 2000 - June 2003
Bank One January 1998 - August 2000
Bank One December 1995 - January 1998
The Principal Financial Group November 1994 - December 1995
3 Day Blinds Inc January 1991 - October 1994
Education
North Scott High Shcool 1976 — 1981
Diploma
Northern Arizona University
of, business studies
Sonoran Bank September 2006 - August 2010
National Bank of Arizona June 2003 - April 2006
Bank One August 2000 - June 2003
Bank One January 1998 - August 2000
Bank One December 1995 - January 1998
The Principal Financial Group November 1994 - December 1995
3 Day Blinds Inc January 1991 - October 1994
Education
North Scott High Shcool 1976 — 1981
Diploma
Northern Arizona University
of, business studies
Julie Mickelson Julie Mickelson's The Principal Financial Group Experience 2006 - 2007
Job Three Corner Global Investors LP
Industry Investment Management
Experience
Three Corner Global Investors LP May 2013 - Present
Senator Investment Group June 2011 - May 2013
Chi Omega Fraternity March 2009 - May 2011
Iowa Film Production Services January 2009 - May 2009
University of Iowa - Football Complex August 2005 - August 2008
The Principal Financial Group 2006 - 2007
Education
University of Iowa 2005 — 2008
Communications Studies; Business
Three Corner Global Investors LP May 2013 - Present
Senator Investment Group June 2011 - May 2013
Chi Omega Fraternity March 2009 - May 2011
Iowa Film Production Services January 2009 - May 2009
University of Iowa - Football Complex August 2005 - August 2008
The Principal Financial Group 2006 - 2007
Education
University of Iowa 2005 — 2008
Communications Studies; Business
Margo Kromminga Margo Kromminga's The Principal Financial Group Experience 1991 - 2005
Job Agent at State Farm
Industry Insurance
Experience
State Farm April 2009 - Present
Iowa Department of Economic Development 2007 - 2008
Wells Fargo Home Mortgage 2005 - 2007
The Principal Financial Group 1991 - 2005
Bradshaw, Fowler, Proctor & Fairgrave 1989 - 1990
Skills
Strategic Planning, Event Planning, Program Management, Microsoft Office, Customer Service, Leadership, Marketing Strategy
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2005
MBA, Marketing
University of Iowa
Bachelor of Arts (BA), Political Science and Government
State Farm April 2009 - Present
Iowa Department of Economic Development 2007 - 2008
Wells Fargo Home Mortgage 2005 - 2007
The Principal Financial Group 1991 - 2005
Bradshaw, Fowler, Proctor & Fairgrave 1989 - 1990
Skills
Strategic Planning, Event Planning, Program Management, Microsoft Office, Customer Service, Leadership, Marketing Strategy
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2005
MBA, Marketing
University of Iowa
Bachelor of Arts (BA), Political Science and Government
Chris L. Fleshner's The Principal Financial Group Experience April 1982 - July 1987
Job Developer Keyword Buttons
Industry Information Technology and Services
Experience
Keyword Buttons March 2014 - Present
Fleshner.com January 2012 - March 2014
Dynamic Advertisements July 2012 - November 2012
Patent Perspectives, Inc. January 1990 - January 2007
Associated Consultants and Programmers April 1987 - July 1988
The Principal Financial Group April 1982 - July 1987
Skills
Data Structures, Object Oriented Modeling, Teleprocessing Systems, Local Area Networks, Mainframe Operating..., Networking Hardware, Scripting Environments, Internet Domain Name..., TCP/IP Port Layer, Systems/Application..., Compiler-Based..., Block Systems/Devices, Peer Networking, File Systems/Devices, PC/Moblie Device..., Raster/Vector Based..., Client/Server Networking, Wired/Wireless..., Mobile/Desktop..., Networking Topologies, Device..., Technology, TCP/IP, Networking, Environments, COBOL, BAL, MVS, PHP, JCL, ISPF, TSO, VM, DB2, VSAM, ISAM, Samba, Apache 2, MySQL, Virtual Hosting, Windows, Android SDK, iPhone Application..., HTML, JavaScript, Hosted Services, Dynamic Systems, Systems Analysis, Systems Programming, AutoLisp
Education
Metropolitan Community College 1990 — 1993
3D Modeling, 4.0
Rogers State College 1989 — 1989
Associate's Degree, TV Studio Production, Radio Production, 3.5
Western Iowa Tech Community College 1980 — 1982
AAS, Computer Programming, 3.8
Keyword Buttons March 2014 - Present
Fleshner.com January 2012 - March 2014
Dynamic Advertisements July 2012 - November 2012
Patent Perspectives, Inc. January 1990 - January 2007
Associated Consultants and Programmers April 1987 - July 1988
The Principal Financial Group April 1982 - July 1987
Skills
Data Structures, Object Oriented Modeling, Teleprocessing Systems, Local Area Networks, Mainframe Operating..., Networking Hardware, Scripting Environments, Internet Domain Name..., TCP/IP Port Layer, Systems/Application..., Compiler-Based..., Block Systems/Devices, Peer Networking, File Systems/Devices, PC/Moblie Device..., Raster/Vector Based..., Client/Server Networking, Wired/Wireless..., Mobile/Desktop..., Networking Topologies, Device..., Technology, TCP/IP, Networking, Environments, COBOL, BAL, MVS, PHP, JCL, ISPF, TSO, VM, DB2, VSAM, ISAM, Samba, Apache 2, MySQL, Virtual Hosting, Windows, Android SDK, iPhone Application..., HTML, JavaScript, Hosted Services, Dynamic Systems, Systems Analysis, Systems Programming, AutoLisp
Education
Metropolitan Community College 1990 — 1993
3D Modeling, 4.0
Rogers State College 1989 — 1989
Associate's Degree, TV Studio Production, Radio Production, 3.5
Western Iowa Tech Community College 1980 — 1982
AAS, Computer Programming, 3.8
Brian Crannell Brian Crannell's The Principal Financial Group Experience 2006 - 2007
Job Client Service Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2007 - Present
The Principal Financial Group 2006 - 2007
The Principal Financial Group 2001 - 2006
The Principal Financial Group 1998 - 2000
The Principal Financial Group 1994 - 1998
Skills
Series 7, Retirement, 401k, Series 6, Retirement Planning
Education
Iowa State University - College of Business 1990 — 1994
Bachelor's degree, Finance, General
Principal Financial Group 2007 - Present
The Principal Financial Group 2006 - 2007
The Principal Financial Group 2001 - 2006
The Principal Financial Group 1998 - 2000
The Principal Financial Group 1994 - 1998
Skills
Series 7, Retirement, 401k, Series 6, Retirement Planning
Education
Iowa State University - College of Business 1990 — 1994
Bachelor's degree, Finance, General
Andrew Yedlik Andrew Yedlik's The Principal Financial Group Experience September 2010 - September 2011
Job Sr. Internal WholesalerLife Sales at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group April 2015 - Present
Principal Financial Group September 2011 - Present
The Principal Financial Group September 2010 - September 2011
Skills
Insurance, Sales, Life Insurance, Retirement, Retirement Planning, Term Life Insurance
Education
Iowa State University
Principal Financial Group April 2015 - Present
Principal Financial Group September 2011 - Present
The Principal Financial Group September 2010 - September 2011
Skills
Insurance, Sales, Life Insurance, Retirement, Retirement Planning, Term Life Insurance
Education
Iowa State University
Jenny Loeckle Jenny Loeckle's The Principal Financial Group Experience October 2006 - May 2007
Job Financial Advisor, Princor Registered Representative
Industry Financial Services
Experience
Feller & Associates May 2007 - Present
The Principal Financial Group October 2006 - May 2007
The Principal Financial Group November 1996 - October 2006
Skills
401k, Mutual Funds, Long Term Care Insurance, IRAs (Traditional and..., Annuities (Variable and..., Series 7,63 registration, Wealth Accumulation, Disability Income..., Asset Allocation, College Funding..., Financial Needs Analysis, Term Life Insurance, Universal Life Insurance, Retirement Planning
Education
North Hennepin Community College
Associate of Science (A.S.), Law
Feller & Associates May 2007 - Present
The Principal Financial Group October 2006 - May 2007
The Principal Financial Group November 1996 - October 2006
Skills
401k, Mutual Funds, Long Term Care Insurance, IRAs (Traditional and..., Annuities (Variable and..., Series 7,63 registration, Wealth Accumulation, Disability Income..., Asset Allocation, College Funding..., Financial Needs Analysis, Term Life Insurance, Universal Life Insurance, Retirement Planning
Education
North Hennepin Community College
Associate of Science (A.S.), Law
James A. Weaver, ChFC, CLU, CFP James A. Weaver, ChFC, CLU, CFP's The Principal Financial Group Experience May 2014 - Present
Job Regional Vice President
Industry Financial Services
Experience
The Principal Financial Group May 2014 - Present
Diversified Business Solutions (DBS) December 2013 - April 2014
Symetra in Bellevue, WA February 2012 - May 2013
Sun Life Financial October 2002 - February 2012
John Hancock Mutual Fund Company June 2000 - October 2002
Prudential Securities July 1998 - June 2000
Merrill Lynch March 1995 - July 1998
Prudential Preferred (Financial Planning Division of Prudential) April 1988 - March 1995
United States Air Force November 1983 - January 1988
Skills
High Net Worth..., Non Qualified..., Charitable Giving..., Fixed Annuities, Retirement Planning, Long-term Care, Retirement, Estate Planning, Series 63, Disability Insurance, Mutual Funds, Insurance, Series 7, Term Life Insurance, Wealth Management, 401k, Strategic Financial..., Financial Advisory, Financial Planners, Critical Illness, Financial Services, Employee Benefits, Underwriting, Long Term Care Insurance, Finance, Investment Strategies, Wealth, Universal Life, Whole Life, Strategy, IRAs, Wealth Accumulation, Health Insurance, Investment Advisory, Series 6, Investments, Variable Annuities, Securities, Pensions, FINRA, Asset Allocation, Financial Planning
Education
Lesley University, Cambridge MA 1984 — 1987
Masters in Management, Concentration in micro computer applications
The University of Georgia 1979 — 1982
Bachelor's Degree, Economics
The Principal Financial Group May 2014 - Present
Diversified Business Solutions (DBS) December 2013 - April 2014
Symetra in Bellevue, WA February 2012 - May 2013
Sun Life Financial October 2002 - February 2012
John Hancock Mutual Fund Company June 2000 - October 2002
Prudential Securities July 1998 - June 2000
Merrill Lynch March 1995 - July 1998
Prudential Preferred (Financial Planning Division of Prudential) April 1988 - March 1995
United States Air Force November 1983 - January 1988
Skills
High Net Worth..., Non Qualified..., Charitable Giving..., Fixed Annuities, Retirement Planning, Long-term Care, Retirement, Estate Planning, Series 63, Disability Insurance, Mutual Funds, Insurance, Series 7, Term Life Insurance, Wealth Management, 401k, Strategic Financial..., Financial Advisory, Financial Planners, Critical Illness, Financial Services, Employee Benefits, Underwriting, Long Term Care Insurance, Finance, Investment Strategies, Wealth, Universal Life, Whole Life, Strategy, IRAs, Wealth Accumulation, Health Insurance, Investment Advisory, Series 6, Investments, Variable Annuities, Securities, Pensions, FINRA, Asset Allocation, Financial Planning
Education
Lesley University, Cambridge MA 1984 — 1987
Masters in Management, Concentration in micro computer applications
The University of Georgia 1979 — 1982
Bachelor's Degree, Economics
Byron Whatley's The Principal Financial Group Experience September 2012 - Present
Job Financial Representative at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group September 2012 - Present
MetLife Securities December 2010 - September 2012
Perimeter eSecurity November 2007 - July 2010
igxglobal April 2006 - December 2007
Education
University of Georgia 1983 — 1989
Bachelor of Arts (B.A.), Journalism
Mays High School 1982 — 1983
The Principal Financial Group September 2012 - Present
MetLife Securities December 2010 - September 2012
Perimeter eSecurity November 2007 - July 2010
igxglobal April 2006 - December 2007
Education
University of Georgia 1983 — 1989
Bachelor of Arts (B.A.), Journalism
Mays High School 1982 — 1983
Julie Brophy's The Principal Financial Group Experience April 2007 - November 2010
Job Manager of Pet Food Distribution at Wellman Produce Co.
Industry Wholesale
Experience
Wellman Produce Co. August 2010 - Present
The Principal Financial Group April 2007 - November 2010
SolutionPros March 2006 - April 2007
Mr Goodcents Franchises 2003 - 2006
Garden City Community College 2002 - 2006
Creative Touch Floral Design 2000 - 2006
Education
Northwest Missouri State University 1997 — 2001
Marketing/Management, Marketing, Management, Graphic Design
Wellman Produce Co. August 2010 - Present
The Principal Financial Group April 2007 - November 2010
SolutionPros March 2006 - April 2007
Mr Goodcents Franchises 2003 - 2006
Garden City Community College 2002 - 2006
Creative Touch Floral Design 2000 - 2006
Education
Northwest Missouri State University 1997 — 2001
Marketing/Management, Marketing, Management, Graphic Design
Michelle Woode Michelle Woode's The Principal Financial Group Experience June 2011 - October 2012
Job Teller Coordinator at US Bank, NA
Industry Accounting
Experience
US Bank, NA February 2015 - Present
Kohl's Department Stores October 2013 - Present
Berthel Fisher & Company Financial Services, Inc. July 2014 - October 2014
Irontite February 2013 - March 2014
The Principal Financial Group June 2011 - October 2012
AEGONUSA 1989 - 2011
AEGON November 2002 - March 2005
Skills
Financial Analysis, Financial Reporting, Data Analysis, Access, Management, Business Objects, Microsoft Word, Data Quality, Financial Accounting, Microsoft Excel, Microsoft Office, Financial Statements, Employee Benefits, Accounting, Internal Controls, Compilation Of..., PeopleSoft, Accounts Payable, Payroll Taxes, Insurance, Investments
Education
Luther College 1985 — 1989
BA, Accounting, Spanish
US Bank, NA February 2015 - Present
Kohl's Department Stores October 2013 - Present
Berthel Fisher & Company Financial Services, Inc. July 2014 - October 2014
Irontite February 2013 - March 2014
The Principal Financial Group June 2011 - October 2012
AEGONUSA 1989 - 2011
AEGON November 2002 - March 2005
Skills
Financial Analysis, Financial Reporting, Data Analysis, Access, Management, Business Objects, Microsoft Word, Data Quality, Financial Accounting, Microsoft Excel, Microsoft Office, Financial Statements, Employee Benefits, Accounting, Internal Controls, Compilation Of..., PeopleSoft, Accounts Payable, Payroll Taxes, Insurance, Investments
Education
Luther College 1985 — 1989
BA, Accounting, Spanish
Les O'Hara Les O'Hara's The Principal Financial Group Experience January 1991 - January 1993
Job Idea Activator | Talent Maximizer
Industry Construction
Experience
O'Hara's Son Roofing Company October 1993 - Present
Players U March 2011 - Present
North Shore Brickwork and Windows, Inc. March 2006 - Present
Ductz Indoor Air Professionals January 2004 - July 2010
Edge Sports 1991 - 1994
The Principal Financial Group January 1991 - January 1993
Skills
Talent Developer, Idea Generation, Entrepreneurship, Brand Developement, Marketing Strategy, Change Leadership, Building Strategic..., Engaging Speaker, Company Branding, Deal-making, Marketing Partnerships, Sports Performance, Coaching, College Football, Construction Estimating, Remodeling, Construction, Roofing, Masonry, Tuck Pointing, Insulation, Gutters, Siding, Strength Training, Roofers, Marketing, Strategic Partnerships, Brand Development, Renovation, Sports, Roofs, Franchising, Small Business, Leadership, Change Management, Athletics, Contractors, Residential Homes, Management, Corporate Branding, Deal Development, Tiles, Training, Selling, Restoration, Sales Process, Strategic Planning, Sales, Public Speaking
Education
University of Minnesota-Twin Cities 1986 — 1991
BA
Lane Technical High School 1982 — 1986
O'Hara's Son Roofing Company October 1993 - Present
Players U March 2011 - Present
North Shore Brickwork and Windows, Inc. March 2006 - Present
Ductz Indoor Air Professionals January 2004 - July 2010
Edge Sports 1991 - 1994
The Principal Financial Group January 1991 - January 1993
Skills
Talent Developer, Idea Generation, Entrepreneurship, Brand Developement, Marketing Strategy, Change Leadership, Building Strategic..., Engaging Speaker, Company Branding, Deal-making, Marketing Partnerships, Sports Performance, Coaching, College Football, Construction Estimating, Remodeling, Construction, Roofing, Masonry, Tuck Pointing, Insulation, Gutters, Siding, Strength Training, Roofers, Marketing, Strategic Partnerships, Brand Development, Renovation, Sports, Roofs, Franchising, Small Business, Leadership, Change Management, Athletics, Contractors, Residential Homes, Management, Corporate Branding, Deal Development, Tiles, Training, Selling, Restoration, Sales Process, Strategic Planning, Sales, Public Speaking
Education
University of Minnesota-Twin Cities 1986 — 1991
BA
Lane Technical High School 1982 — 1986
JoDee Hassler JoDee Hassler's The Principal Financial Group Experience June 2004 - April 2012
Job Project Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2011 - Present
The Principal Financial Group June 2004 - April 2012
Electrical Engineering & Equipment Co. January 1999 - June 2004
Education
Iowa State University
B.A., Journalism and Sociology
Principal Financial Group August 2011 - Present
The Principal Financial Group June 2004 - April 2012
Electrical Engineering & Equipment Co. January 1999 - June 2004
Education
Iowa State University
B.A., Journalism and Sociology
Beth Mohan CPA Beth Mohan CPA's The Principal Financial Group Experience March 1990 - January 1997
Job CFO and CoFounder of KiteDISCtest247.com
Industry Human Resources
Experience
KITEDISCtest247.com January 2014 - Present
EA MOHAN & ASSOCIATES, LLC January 2000 - Present
Sanford Health January 2011 - December 2013
FORENSIC SOLUTIONS, LLC January 2009 - December 2010
Wild Bird Feeding Industry Association 2000 - November 2010
THE PRINCIPAL FINANCIAL GROUP March 1990 - January 1997
RUAN TRANSPORTATION January 1996 - January 1996
The Principal Financial Group January 1994 - January 1996
Benefit Plans Administration January 1990 - January 1994
MIDWEST ENERGY COMPANY January 1987 - January 1990
Skills
Auditing, Training, Analysis, Strategy, Leadership, Accounting, Payroll, Management, Financial Analysis, Human Resources, Internal Controls, Recruiting, Budgets, Finance, Mergers & Acquisitions, Financial Reporting, Policy, Access
Education
Iowa State University 1978 — 1982
BBA, Accounting & Human Resources
KITEDISCtest247.com January 2014 - Present
EA MOHAN & ASSOCIATES, LLC January 2000 - Present
Sanford Health January 2011 - December 2013
FORENSIC SOLUTIONS, LLC January 2009 - December 2010
Wild Bird Feeding Industry Association 2000 - November 2010
THE PRINCIPAL FINANCIAL GROUP March 1990 - January 1997
RUAN TRANSPORTATION January 1996 - January 1996
The Principal Financial Group January 1994 - January 1996
Benefit Plans Administration January 1990 - January 1994
MIDWEST ENERGY COMPANY January 1987 - January 1990
Skills
Auditing, Training, Analysis, Strategy, Leadership, Accounting, Payroll, Management, Financial Analysis, Human Resources, Internal Controls, Recruiting, Budgets, Finance, Mergers & Acquisitions, Financial Reporting, Policy, Access
Education
Iowa State University 1978 — 1982
BBA, Accounting & Human Resources
Manolo Tristan's The Principal Financial Group Experience July 2005 - May 2014
Job President at Tristan & Associates, Inc.
Industry Financial Services
Experience
Tristan & Associates May 2014 - Present
The Principal Financial Group July 2005 - May 2014
ING FINANCIAL ADVISORS July 2002 - July 2005
Fidelity Investments May 1995 - January 2002
Skills
401 (k), 403 (b), SEP &..., Disability Income..., Annuities (Variable &..., Series 6,7,63, 65, 66..., Asset Allocation, Financial Needs Analysis, Supplemental Retirement..., Tax-Deferred Savings, IRAs (Traditional &..., Term Life Insurance, Mutual Funds
Education
Southern Methodist University 1991 — 1995
BA, History and Medieval Studies
Tristan & Associates May 2014 - Present
The Principal Financial Group July 2005 - May 2014
ING FINANCIAL ADVISORS July 2002 - July 2005
Fidelity Investments May 1995 - January 2002
Skills
401 (k), 403 (b), SEP &..., Disability Income..., Annuities (Variable &..., Series 6,7,63, 65, 66..., Asset Allocation, Financial Needs Analysis, Supplemental Retirement..., Tax-Deferred Savings, IRAs (Traditional &..., Term Life Insurance, Mutual Funds
Education
Southern Methodist University 1991 — 1995
BA, History and Medieval Studies
Jan Leslie's The Principal Financial Group Experience September 1994 - May 1996
Job Solution Designer at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation March 2015 - Present
TriTech October 2014 - Present
YRC Freight October 2000 - September 2014
Tri-Tech Communications and Publications June 1996 - January 1998
The Principal Financial Group September 1994 - May 1996
Society of Petroleum Engineers July 1992 - June 1994
Skills
Marketing, Email Marketing, Editing, Newsletters, Project Management, Customer Service, Logistics, Training, Leadership, Strategic Planning, Marketing Communications, Budgets, Marketing Strategy, Corporate Communications, Public Relations, Strategic Communications, Advertising, Team Building, B2B, Strategy, Social Media Marketing, Internal Communications, Social Networking, Social Media, Online Marketing
Education
University of Kansas 1981 — 1985
Bachelor of Science (BS), Journalism, 3.62 GPA
Omaha North High School 1978 — 1981
Diploma, College Prep, 4.0 GPA
Cerner Corporation March 2015 - Present
TriTech October 2014 - Present
YRC Freight October 2000 - September 2014
Tri-Tech Communications and Publications June 1996 - January 1998
The Principal Financial Group September 1994 - May 1996
Society of Petroleum Engineers July 1992 - June 1994
Skills
Marketing, Email Marketing, Editing, Newsletters, Project Management, Customer Service, Logistics, Training, Leadership, Strategic Planning, Marketing Communications, Budgets, Marketing Strategy, Corporate Communications, Public Relations, Strategic Communications, Advertising, Team Building, B2B, Strategy, Social Media Marketing, Internal Communications, Social Networking, Social Media, Online Marketing
Education
University of Kansas 1981 — 1985
Bachelor of Science (BS), Journalism, 3.62 GPA
Omaha North High School 1978 — 1981
Diploma, College Prep, 4.0 GPA
calipso giurgiu calipso giurgiu's The Principal Financial Group Experience February 2005 - March 2006
Job it consultant at aim computer consulting
Industry Computer & Network Security
Experience
aim computer consulting sql server dbamass groupJune 2007 - June 2008
Soroc April 2006 - April 2007
The principal financial group February 2005 - March 2006
Education
1982 — 1987
bachelor, computer science
aim computer consulting sql server dbamass groupJune 2007 - June 2008
Soroc April 2006 - April 2007
The principal financial group February 2005 - March 2006
Education
1982 — 1987
bachelor, computer science
Bryan Urquidez Bryan Urquidez's The Principal Financial Group Experience November 2009 - June 2010
Job Financial Services Representative
Industry Insurance
Experience
The Principal Financial Group November 2009 - June 2010
MetLife January 2008 - November 2009
Placer County Probation Department May 1994 - September 2007
Education
University of California, Davis 1988 — 1991
BA, Political Science
Hartnell College 1984 — 1988
AA, Administration of Justice
The Principal Financial Group November 2009 - June 2010
MetLife January 2008 - November 2009
Placer County Probation Department May 1994 - September 2007
Education
University of California, Davis 1988 — 1991
BA, Political Science
Hartnell College 1984 — 1988
AA, Administration of Justice
Leena Das Rosile Leena Das Rosile's The Principal Financial Group Experience June 2007 - May 2009
Job Independent Financial Services Recruiter
Industry Financial Services
Experience
Ohio University May 2010 - November 2011
Principal Financial Group June 2009 - October 2010
The Principal Financial Group June 2007 - May 2009
Northwestern Mutaul Financial Network June 1998 - February 2007
Northwestern Mutual 2003 - 2007
Northwestern Mutual Financial Network June 1998 - May 2001
Skills
Training, Recruiting, Leadership, Coaching, Management, Interviews, Project Management, Employee Benefits, Leadership Development, Sourcing, Insurance, Human Resources, Negotiation, Marketing, Deferred Compensation, Time Management, Employee Relations, Cold Calling, Talent Management, Talent Acquisition, College Recruiting, Team Building, Finance, Applicant Tracking..., Hiring
Education
Ohio University 2010 — 2011
MBA, General Business
The Ohio State University - The Max M. Fisher College of Business 1993 — 1998
Business, Finance
Boardman High School 1989 — 1993
High school diploma
Ohio University May 2010 - November 2011
Principal Financial Group June 2009 - October 2010
The Principal Financial Group June 2007 - May 2009
Northwestern Mutaul Financial Network June 1998 - February 2007
Northwestern Mutual 2003 - 2007
Northwestern Mutual Financial Network June 1998 - May 2001
Skills
Training, Recruiting, Leadership, Coaching, Management, Interviews, Project Management, Employee Benefits, Leadership Development, Sourcing, Insurance, Human Resources, Negotiation, Marketing, Deferred Compensation, Time Management, Employee Relations, Cold Calling, Talent Management, Talent Acquisition, College Recruiting, Team Building, Finance, Applicant Tracking..., Hiring
Education
Ohio University 2010 — 2011
MBA, General Business
The Ohio State University - The Max M. Fisher College of Business 1993 — 1998
Business, Finance
Boardman High School 1989 — 1993
High school diploma
Jeff Abbas Jeff Abbas's The Principal Financial Group Experience December 2000 - December 2008
Job Consultant, Communications at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance April 2010 - Present
New Hope Evangelical Free Church 2002 - Present
The Principal Financial Group December 2000 - December 2008
Legacy Marketing Group July 1999 - November 2000
The Principal Financial Group November 1994 - July 1999
The Allied Group February 1993 - November 1994
Dallas County News January 1988 - February 1993
Skills
Corporate Communications, Newsletters, Internal Communications, Marketing Communications, Marketing, Public Relations, Editing, Journalism, Speech Writing, Leadership, Strategic Communications, Copywriting, HTML, Editorial, Press Releases, Media Relations, Web Content Management, Social Media, Creative Writing, Proofreading, Publications, Online Marketing, Online Publishing, Videography, Photography, Creative Problem Solving, Content Management, Dreamweaver, Entertainment, Music, Publishing, Training, Business Services, Feature Articles, Web Content, Copy Editing, Crisis Communications, Social Media Marketing, Email Marketing, Blogging, Facebook, Social Networking, AP Style, Content Strategy, Advertising, Voice Services
Education
Iowa State University 1985 — 1987
Bachelor of Arts, Journalism and Mass Communication
Eagle Grove High School 1979 — 1983
Nationwide Insurance April 2010 - Present
New Hope Evangelical Free Church 2002 - Present
The Principal Financial Group December 2000 - December 2008
Legacy Marketing Group July 1999 - November 2000
The Principal Financial Group November 1994 - July 1999
The Allied Group February 1993 - November 1994
Dallas County News January 1988 - February 1993
Skills
Corporate Communications, Newsletters, Internal Communications, Marketing Communications, Marketing, Public Relations, Editing, Journalism, Speech Writing, Leadership, Strategic Communications, Copywriting, HTML, Editorial, Press Releases, Media Relations, Web Content Management, Social Media, Creative Writing, Proofreading, Publications, Online Marketing, Online Publishing, Videography, Photography, Creative Problem Solving, Content Management, Dreamweaver, Entertainment, Music, Publishing, Training, Business Services, Feature Articles, Web Content, Copy Editing, Crisis Communications, Social Media Marketing, Email Marketing, Blogging, Facebook, Social Networking, AP Style, Content Strategy, Advertising, Voice Services
Education
Iowa State University 1985 — 1987
Bachelor of Arts, Journalism and Mass Communication
Eagle Grove High School 1979 — 1983
Kay Whipple Kay Whipple's The Principal Financial Group Experience September 2001 - February 2006
Job Clinical Documentation Specialist
Industry Hospital & Health Care
Experience
Conifer Health Solutions February 2006 - Present
The Principal Financial Group September 2001 - February 2006
SecureCare of Iowa June 1998 - September 2001
Mercy Medical Center Des Moines March 1989 - June 2001
The Principal Financial Group May 1994 - September 1997
Skills
Hospitals, Healthcare, Inpatient, Case Managment, Pediatrics, Physicians, Acute Care, Utilization Management, Nursing, Disease Management, EHR, Cpr Certified, Healthcare Information..., BLS, EMR, Medicine, Health Education, Home Care, Medicaid, Patient Advocacy, ACLS, Patient Safety, Medicare, Patient Education, Case Management
Education
Mount Mercy University 1984 — 1988
Bachelor's Degree in Science, Registered Nursing/Registered Nurse
Conifer Health Solutions February 2006 - Present
The Principal Financial Group September 2001 - February 2006
SecureCare of Iowa June 1998 - September 2001
Mercy Medical Center Des Moines March 1989 - June 2001
The Principal Financial Group May 1994 - September 1997
Skills
Hospitals, Healthcare, Inpatient, Case Managment, Pediatrics, Physicians, Acute Care, Utilization Management, Nursing, Disease Management, EHR, Cpr Certified, Healthcare Information..., BLS, EMR, Medicine, Health Education, Home Care, Medicaid, Patient Advocacy, ACLS, Patient Safety, Medicare, Patient Education, Case Management
Education
Mount Mercy University 1984 — 1988
Bachelor's Degree in Science, Registered Nursing/Registered Nurse
Brandi Braune Brandi Braune's The Principal Financial Group Experience May 2012 - April 2013
Job Communications Project Consultant
Industry Health, Wellness and Fitness
Experience
Wellmark Blue Cross and Blue Shield April 2015 - Present
Wellmark Blue Cross and Blue Shield October 2014 - April 2015
ARL of Iowa January 2013 - October 2014
the Principal Financial Group May 2012 - April 2013
the Principal Financial Group August 2010 - May 2012
Freestyle Public Relations January 2008 - April 2008
Iowa State Fair May 2006 - September 2006
Anheuser-Busch September 2005 - May 2006
Skills
Event Planning, Social Media, Public Relations, Editing, Marketing Communications, Microsoft Office, Event Management, Fundraising, Customer Service, HTML coding, Newsletters, Press Releases, Facebook, Blogging, Marketing, Nonprofits, HTML, Training
Education
University of Iowa 2002 — 2006
B.A., Journalism & Spanish
Valley 1998 — 2002
Wellmark Blue Cross and Blue Shield April 2015 - Present
Wellmark Blue Cross and Blue Shield October 2014 - April 2015
ARL of Iowa January 2013 - October 2014
the Principal Financial Group May 2012 - April 2013
the Principal Financial Group August 2010 - May 2012
Freestyle Public Relations January 2008 - April 2008
Iowa State Fair May 2006 - September 2006
Anheuser-Busch September 2005 - May 2006
Skills
Event Planning, Social Media, Public Relations, Editing, Marketing Communications, Microsoft Office, Event Management, Fundraising, Customer Service, HTML coding, Newsletters, Press Releases, Facebook, Blogging, Marketing, Nonprofits, HTML, Training
Education
University of Iowa 2002 — 2006
B.A., Journalism & Spanish
Valley 1998 — 2002
Jason W. Longnecker, MBA Jason W. Longnecker, MBA's The Principal Financial Group Experience August 2006 - Present
Job Benefit & Planning Counselor The Principal Financial Group, Princor Registered Representative
Industry Financial Services
Experience
The Principal Financial Group August 2006 - Present
Rostraver West Newton Emergency Services April 1994 - Present
Sky Bank, N.A. February 1999 - June 2006
Education
Waynesburg University 2008 — 2010
MBA, Finance, 4.0
Robert Morris University 1993 — 1997
BSBA, Finance / Economics
The Principal Financial Group August 2006 - Present
Rostraver West Newton Emergency Services April 1994 - Present
Sky Bank, N.A. February 1999 - June 2006
Education
Waynesburg University 2008 — 2010
MBA, Finance, 4.0
Robert Morris University 1993 — 1997
BSBA, Finance / Economics
Amy Bruning Amy Bruning's The Principal Financial Group Experience Education AnalystPrincipal Financial GroupJuly 2010 - Present
Job Education Analyst at Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group Education AnalystPrincipal Financial GroupJuly 2010 - Present
Skills
Data Analysis, Leadership, Analysis, Event Planning, Public Speaking, Microsoft Office, Customer Service, Microsoft Excel, Financial Services, Research, Strategic Communications, Employee Benefits, Retirement Planning
Education
University of Iowa
Bachelor's degree, Psychology & Communication Studies
The Principal Financial Group Education AnalystPrincipal Financial GroupJuly 2010 - Present
Skills
Data Analysis, Leadership, Analysis, Event Planning, Public Speaking, Microsoft Office, Customer Service, Microsoft Excel, Financial Services, Research, Strategic Communications, Employee Benefits, Retirement Planning
Education
University of Iowa
Bachelor's degree, Psychology & Communication Studies
Stephen D. Weisenholz, M.B.A.'s The Principal Financial Group Experience January 1990 - January 2003
Job Director of Human Resources at NYU Poly
Industry Higher Education
Experience
Polytechnic Institute of New York University September 2012 - Present
AKF Group August 2007 - 2011
The Thornton Tomasetti Group January 2003 - August 2007
The Principal Financial group January 1990 - January 2003
Skills
Expert Level in..., ADP HRB, Ceridian, PeopleSoft, Human Resources, Recruiting, Personnel Management, Succession Planning, New Hire Orientations, Employee Benefits, Employee Relations, Benefits Administration, HRIS, Organizational..., Compensation & Benefit, Hiring, Leadership, Policy, Onboarding, Exit Interviews, Applicant Tracking..., Affirmative Action, Program Management, Strategic Planning, FMLA, Union, HR Policies, College Recruiting, Negotiation, Talent Acquisition, Labor Relations, Talent Management, Employee Engagement, Performance Management, Resume Writing, Time Management, Interviews, Career Development, Background Checks, Leadership Development, Employment Law, EEOC, Organizational..., Workers Compensation, Executive Search, Sourcing, Temporary Placement, Insurance, Employee Training, Benefits Negotiation
Education
Saint John's University
B.S., Accounting and Finance
Saint John's University - Peter J. Tobin College of Business
M.B.A., Human Resources Management
Polytechnic Institute of New York University September 2012 - Present
AKF Group August 2007 - 2011
The Thornton Tomasetti Group January 2003 - August 2007
The Principal Financial group January 1990 - January 2003
Skills
Expert Level in..., ADP HRB, Ceridian, PeopleSoft, Human Resources, Recruiting, Personnel Management, Succession Planning, New Hire Orientations, Employee Benefits, Employee Relations, Benefits Administration, HRIS, Organizational..., Compensation & Benefit, Hiring, Leadership, Policy, Onboarding, Exit Interviews, Applicant Tracking..., Affirmative Action, Program Management, Strategic Planning, FMLA, Union, HR Policies, College Recruiting, Negotiation, Talent Acquisition, Labor Relations, Talent Management, Employee Engagement, Performance Management, Resume Writing, Time Management, Interviews, Career Development, Background Checks, Leadership Development, Employment Law, EEOC, Organizational..., Workers Compensation, Executive Search, Sourcing, Temporary Placement, Insurance, Employee Training, Benefits Negotiation
Education
Saint John's University
B.S., Accounting and Finance
Saint John's University - Peter J. Tobin College of Business
M.B.A., Human Resources Management
Kunwar Ajit's The Principal Financial Group Experience May 2014 - Present
Job
Industry Insurance
Experience
The Principal Financial Group May 2014 - Present
Transamerica Life Insurance Company May 2005 - Present
Vizability 2006 - 2007
pearson 2003 - 2005
MCI March 1998 - February 2003
Wipro World WIde 1997 - 1997
Skills
Business Intelligence, Software Development, Enterprise Software, Product Management, Databases, Strategy, Integration, Enterprise Architecture, SDLC, Architecture, Management, Java, Requirements Analysis, SOA, Testing, Software Project..., IT Strategy, Business Analysis, Solution Architecture, Agile Methodologies, Data Warehousing, Architectures, IT Management, Consulting, Vendor Management, SQL, Requirements Gathering
Education
University of Iowa 2006 — 2008
MBA
University of Kerala 1990 — 1994
Bachelor's degree
VSSC Central School
The Principal Financial Group May 2014 - Present
Transamerica Life Insurance Company May 2005 - Present
Vizability 2006 - 2007
pearson 2003 - 2005
MCI March 1998 - February 2003
Wipro World WIde 1997 - 1997
Skills
Business Intelligence, Software Development, Enterprise Software, Product Management, Databases, Strategy, Integration, Enterprise Architecture, SDLC, Architecture, Management, Java, Requirements Analysis, SOA, Testing, Software Project..., IT Strategy, Business Analysis, Solution Architecture, Agile Methodologies, Data Warehousing, Architectures, IT Management, Consulting, Vendor Management, SQL, Requirements Gathering
Education
University of Iowa 2006 — 2008
MBA
University of Kerala 1990 — 1994
Bachelor's degree
VSSC Central School
Kelly Prey's The Principal Financial Group Experience January 1993 - Present
Job Regional Retirement Specialist / Vice President at the Principal Financial Group / Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group January 2002 - Present
Principal Financial Group April 1998 - Present
The Principal Financial Group January 1993 - Present
KONE (Montgomery Elevator June 1991 - January 1993
Skills
Retirement, 401k, Retirement Planning, Defined Benefit, Sales, Wealth Management, Asset Allocation
Education
University of Iowa 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Dowling Catholic High School 1983 — 1987
Principal Financial Group January 2002 - Present
Principal Financial Group April 1998 - Present
The Principal Financial Group January 1993 - Present
KONE (Montgomery Elevator June 1991 - January 1993
Skills
Retirement, 401k, Retirement Planning, Defined Benefit, Sales, Wealth Management, Asset Allocation
Education
University of Iowa 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Dowling Catholic High School 1983 — 1987
Jessi Spini's The Principal Financial Group Experience June 2006 - December 2013
Job Regional Sales Manager at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group January 2014 - Present
The Principal Financial Group June 2006 - December 2013
Assurant Employee Benefits January 1996 - June 2006
Education
Rockhurst University 1998 — 2000
MBA
William Jewell College 1991 — 1993
B.A. Political Science / B.A. of Business Administration
Principal Financial Group January 2014 - Present
The Principal Financial Group June 2006 - December 2013
Assurant Employee Benefits January 1996 - June 2006
Education
Rockhurst University 1998 — 2000
MBA
William Jewell College 1991 — 1993
B.A. Political Science / B.A. of Business Administration
Jorge Alvidrez's The Principal Financial Group Experience 1994 - 1999
Job President/CEO at InnoQual Health & Actuarial Consulting
Industry Insurance
Experience
InnoQual Health & Actuarial Consulting December 2013 - Present
Independent Consultant March 2013 - Present
Aon Hewitt 2005 - 2013
Watson Wyatt 2002 - 2005
Deloitte & Touche 1999 - 2002
The Principal Financial Group 1994 - 1999
Skills
Financial Modeling, Valuation, Financial Risk, Insurance, Management, Health Insurance, Strategic Planning, Leadership, Employee Benefits, Underwriting, Risk Management
Education
Princeton University
Bachelor of Science in Engineering
UCLA, Anderson School of Management
MBA
InnoQual Health & Actuarial Consulting December 2013 - Present
Independent Consultant March 2013 - Present
Aon Hewitt 2005 - 2013
Watson Wyatt 2002 - 2005
Deloitte & Touche 1999 - 2002
The Principal Financial Group 1994 - 1999
Skills
Financial Modeling, Valuation, Financial Risk, Insurance, Management, Health Insurance, Strategic Planning, Leadership, Employee Benefits, Underwriting, Risk Management
Education
Princeton University
Bachelor of Science in Engineering
UCLA, Anderson School of Management
MBA
Aaron Finch's The Principal Financial Group Experience April 2008 - May 2013
Job Regional Vice President of Sales at Voya Financial
Industry Financial Services
Experience
Voya Financial July 2015 - Present
Principal Financial Group May 2013 - July 2015
The Principal Financial Group April 2008 - May 2013
Sage Rutty & Company November 2004 - April 2008
Global Crossing Communication March 2003 - November 2004
Skills
Series 7, Series 63, Series 65, Investments, Qualified Retirement..., Retirement Plan..., Mutual Funds, Retirement Planning, Asset Allocation, Employee Benefits, IRAs, ESOP
Education
St. John Fisher College 2000 — 2002
Bachelor's degree
Webster High School 1996 — 1998
Webster High School 1995 — 1998
Voya Financial July 2015 - Present
Principal Financial Group May 2013 - July 2015
The Principal Financial Group April 2008 - May 2013
Sage Rutty & Company November 2004 - April 2008
Global Crossing Communication March 2003 - November 2004
Skills
Series 7, Series 63, Series 65, Investments, Qualified Retirement..., Retirement Plan..., Mutual Funds, Retirement Planning, Asset Allocation, Employee Benefits, IRAs, ESOP
Education
St. John Fisher College 2000 — 2002
Bachelor's degree
Webster High School 1996 — 1998
Webster High School 1995 — 1998
Steve Utsler's The Principal Financial Group Experience January 2014 - Present
Job Regional Sales VIce President at The Principal Financial Group
Industry Insurance
Experience
The Principal Financial Group January 2014 - Present
ALSA IOWA 2010 - 2015
ALSA IOWA 2010 - 2015
ALSA IOWA 2010 - 2015
The Principal Financial Group February 1999 - December 2013
The Principal Financial Group January 1990 - February 1999
Skills
Disability Insurance, Insurance, Life Insurance, Health Insurance, Fixed Annuities, Term Life Insurance, Employee Benefits, Retirement Planning, Retirement, 401k, Underwriting, Long-term Care, Sales, Series 63
Education
Iowa State University - College of Business 1985 — 1989
Bachelor Degree, Finance
The Principal Financial Group January 2014 - Present
ALSA IOWA 2010 - 2015
ALSA IOWA 2010 - 2015
ALSA IOWA 2010 - 2015
The Principal Financial Group February 1999 - December 2013
The Principal Financial Group January 1990 - February 1999
Skills
Disability Insurance, Insurance, Life Insurance, Health Insurance, Fixed Annuities, Term Life Insurance, Employee Benefits, Retirement Planning, Retirement, 401k, Underwriting, Long-term Care, Sales, Series 63
Education
Iowa State University - College of Business 1985 — 1989
Bachelor Degree, Finance
Joelle Kirchhoff's The Principal Financial Group Experience June 2007 - October 2012
Job Interior Design Consultant at Caliber Iowa
Industry Public Relations and Communications
Experience
Caliber Homes of Iowa March 2013 - Present
Iowa Association of Electrical Cooperatives October 2012 - March 2013
The Principal Financial Group June 2007 - October 2012
ARAG 2007 - 2007
Hy-Vee, Inc. April 2006 - August 2006
Skills
Media Relations, Public Relations, Corporate Communications, Social Media, Event Planning, Press Releases, Strategic Communications, Strategic Planning, Project Management, Interior Design, Crisis Communications, Marketing
Education
Iowa State University 2003 — 2007
Journalism and Mass Communication, Public Relations
Caliber Homes of Iowa March 2013 - Present
Iowa Association of Electrical Cooperatives October 2012 - March 2013
The Principal Financial Group June 2007 - October 2012
ARAG 2007 - 2007
Hy-Vee, Inc. April 2006 - August 2006
Skills
Media Relations, Public Relations, Corporate Communications, Social Media, Event Planning, Press Releases, Strategic Communications, Strategic Planning, Project Management, Interior Design, Crisis Communications, Marketing
Education
Iowa State University 2003 — 2007
Journalism and Mass Communication, Public Relations
Scott Burkhart's The Principal Financial Group Experience June 2014 - Present
Job Investment Advisor Representative at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group June 2014 - Present
KSHSAA 2000 - 2015
Edward Jones February 2012 - March 2014
Jared the Galleria of Jewelry July 2007 - January 2012
ZaleCorp April 2005 - July 2007
Bud Jennings Carpet One 2000 - 2005
Skills
401(k), 403(b), SEP &..., Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 66..., Split Dollar Plans, Supplemental Retirement..., Tax Deferred Life..., Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
The National University 1980 — 1982
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
San Diego City College 1977 — 1979
Associate of Arts (A.A.), Business Administration and Management, General
Lawrence High School 1970 — 1973
The Principal Financial Group June 2014 - Present
KSHSAA 2000 - 2015
Edward Jones February 2012 - March 2014
Jared the Galleria of Jewelry July 2007 - January 2012
ZaleCorp April 2005 - July 2007
Bud Jennings Carpet One 2000 - 2005
Skills
401(k), 403(b), SEP &..., Annuities (Variable and..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional and..., Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, 66..., Split Dollar Plans, Supplemental Retirement..., Tax Deferred Life..., Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
The National University 1980 — 1982
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
San Diego City College 1977 — 1979
Associate of Arts (A.A.), Business Administration and Management, General
Lawrence High School 1970 — 1973
Sarah Bochmann's The Principal Financial Group Experience April 2007 - January 2009
Job freelance writer
Industry Public Relations and Communications
Experience
self-employed January 2009 - Present
The Principal Financial Group April 2007 - January 2009
Cahaba Government Benefit Administrators June 2003 - March 2007
Education
Iowa State University 2006 — 2009
MFA, English
Wartburg College 1998 — 2002
self-employed January 2009 - Present
The Principal Financial Group April 2007 - January 2009
Cahaba Government Benefit Administrators June 2003 - March 2007
Education
Iowa State University 2006 — 2009
MFA, English
Wartburg College 1998 — 2002
Sara Wille's The Principal Financial Group Experience 2000 - 2006
Job
Industry Public Relations and Communications
Experience
Sara Wille December 2006 - Present
Principal Financial Group October 2012 - January 2015
Kum & Go August 2012 - December 2012
Aviva USA September 2008 - June 2012
Plum Communications Inc. 2010 - 2011
Kum & Go 2008 - 2008
The Principal Financial Group 2000 - 2006
Skills
Corporate Communications, Strategic Communications, Crisis Communications, Internal Communications, Advertising, Leadership, Marketing, Media Relations, Budgets, Marketing Strategy, Strategic Planning, Management, Strategy, Public Speaking, Human Resources, Market Research, Project Planning, Marketing Communications, Creative Direction, Social Media Marketing, Social Media, Public Relations
Education
Iowa State University 2001 — 2003
Simpson University 1997 — 1999
Bachelor's, Corp. Communications and Mgmt
Sara Wille December 2006 - Present
Principal Financial Group October 2012 - January 2015
Kum & Go August 2012 - December 2012
Aviva USA September 2008 - June 2012
Plum Communications Inc. 2010 - 2011
Kum & Go 2008 - 2008
The Principal Financial Group 2000 - 2006
Skills
Corporate Communications, Strategic Communications, Crisis Communications, Internal Communications, Advertising, Leadership, Marketing, Media Relations, Budgets, Marketing Strategy, Strategic Planning, Management, Strategy, Public Speaking, Human Resources, Market Research, Project Planning, Marketing Communications, Creative Direction, Social Media Marketing, Social Media, Public Relations
Education
Iowa State University 2001 — 2003
Simpson University 1997 — 1999
Bachelor's, Corp. Communications and Mgmt
Mary O'Keefe's The Principal Financial Group Experience February 1990 - July 2014
Job Consultant and retired Senior Vice President and Chief Marketing Officer at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2014 - Present
the Principal Financial Group February 1990 - July 2014
Skills
Direct Marketing, Strategic,..., Brand Management, Marketing, Strategic Planning, Human Resources, Negotiation, Community Relations, Leadership and talent..., Crisis and issues...
Education
Northern Illinois University
Bachelor of Science (B.S.), Social Work
Principal Financial Group July 2014 - Present
the Principal Financial Group February 1990 - July 2014
Skills
Direct Marketing, Strategic,..., Brand Management, Marketing, Strategic Planning, Human Resources, Negotiation, Community Relations, Leadership and talent..., Crisis and issues...
Education
Northern Illinois University
Bachelor of Science (B.S.), Social Work
Andy Adair's The Principal Financial Group Experience June 2003 - Present
Job IT Database Associate Lead
Industry Financial Services
Experience
The Principal Financial Group June 2003 - Present
Education
University of Iowa 1990 — 1995
The Principal Financial Group June 2003 - Present
Education
University of Iowa 1990 — 1995
Stephanie Hingtgen's The Principal Financial Group Experience January 2006 - June 2009
Job Refugee Resettlement Program Manager at Catholic Charities Diocese of Des Moines
Industry International Affairs
Experience
Catholic Charities Diocese of Des Moines February 2013 - September 2014
Catholic Charities Diocese of Des Moines September 2012 - February 2013
Iowa International Center (formerly ICIU) November 2009 - September 2012
The Principal Financial Group January 2006 - June 2009
Principal Financial Group August 2005 - January 2006
Principal Financial Group August 2003 - August 2005
Proteus, Inc. May 2003 - August 2003
Skills
Fundraising, Event Planning, Non-profits, Public Speaking, Social Media, Strategic Planning, Microsoft Office
Education
University of Iowa 1998 — 2002
Bachelor's, Spanish
University of Iowa 1998 — 2002
Certificate, International Business
Catholic Charities Diocese of Des Moines February 2013 - September 2014
Catholic Charities Diocese of Des Moines September 2012 - February 2013
Iowa International Center (formerly ICIU) November 2009 - September 2012
The Principal Financial Group January 2006 - June 2009
Principal Financial Group August 2005 - January 2006
Principal Financial Group August 2003 - August 2005
Proteus, Inc. May 2003 - August 2003
Skills
Fundraising, Event Planning, Non-profits, Public Speaking, Social Media, Strategic Planning, Microsoft Office
Education
University of Iowa 1998 — 2002
Bachelor's, Spanish
University of Iowa 1998 — 2002
Certificate, International Business
Steve Weimer's The Principal Financial Group Experience May 1994 - October 1995
Job Enterprise Territory Manager SLED & Healthcare at CommVault
Industry Information Technology and Services
Experience
Commvault August 2015 - Present
Half Moon Bar & Grill August 2013 - August 2015
LANDESK Software July 2011 - August 2013
Oracle February 2008 - July 2011
DPI (LANDesk Partner) August 2006 - October 2007
Computer Associates August 1996 - June 2006
CA 1996 - 2006
Safety-Kleen October 1995 - August 1996
The Principal Financial Group May 1994 - October 1995
Skills
Enterprise Software, Sales, Sales Operations, Business Intelligence, SaaS, Solution Selling, Cloud Computing, Product Development, Salesforce.com, Direct Sales, Professional Services, CRM, Sales Enablement, New Business Development, Business Development, Vendor Management, Account Management, Contract Negotiation, Change Management, Event Management, ITIL, Key Account Management, Strategic Account...
Education
University of Iowa 1990 — 1995
Bachelor of Arts (B.A.), Management Information Systems, General
Commvault August 2015 - Present
Half Moon Bar & Grill August 2013 - August 2015
LANDESK Software July 2011 - August 2013
Oracle February 2008 - July 2011
DPI (LANDesk Partner) August 2006 - October 2007
Computer Associates August 1996 - June 2006
CA 1996 - 2006
Safety-Kleen October 1995 - August 1996
The Principal Financial Group May 1994 - October 1995
Skills
Enterprise Software, Sales, Sales Operations, Business Intelligence, SaaS, Solution Selling, Cloud Computing, Product Development, Salesforce.com, Direct Sales, Professional Services, CRM, Sales Enablement, New Business Development, Business Development, Vendor Management, Account Management, Contract Negotiation, Change Management, Event Management, ITIL, Key Account Management, Strategic Account...
Education
University of Iowa 1990 — 1995
Bachelor of Arts (B.A.), Management Information Systems, General
Jim Divoky's The Principal Financial Group Experience November 2012 - March 2013
Job WTX, EDI, SAPEDI, & HIPAA Consultant
Industry Information Technology and Services
Experience
EC Solutions, Inc. May 1997 - Present
Express Scripts Inc. December 2013 - November 2014
Toyota Tsusho America May 2013 - October 2013
The Principal Financial Group November 2012 - March 2013
PLZ Aeroscience May 2012 - September 2012
Volkswagen Group of America November 2010 - March 2012
Physicians Mutual November 2009 - September 2010
IBM Global Business Services January 2009 - July 2009
Insurance Auto Auctions April 2008 - January 2009
EyeMed Vision Care November 2008 - December 2008
Skills
EDI, HIPAA, X12, EDIFACT, WebSphere..., SAP-EDI, Websphere, Middleware, SAP, EAI, DB2, Integration, Oracle, Visio, Agile Methodologies, Unix, WebSphere, Databases, SDLC, SOA, SQL
Education
Kent State University - Graduate School of Management 1978 — 1980
MIS, Organizational Analysis
Kent State University 1970 — 1978
BGS, English, Psychology, General Science
EC Solutions, Inc. May 1997 - Present
Express Scripts Inc. December 2013 - November 2014
Toyota Tsusho America May 2013 - October 2013
The Principal Financial Group November 2012 - March 2013
PLZ Aeroscience May 2012 - September 2012
Volkswagen Group of America November 2010 - March 2012
Physicians Mutual November 2009 - September 2010
IBM Global Business Services January 2009 - July 2009
Insurance Auto Auctions April 2008 - January 2009
EyeMed Vision Care November 2008 - December 2008
Skills
EDI, HIPAA, X12, EDIFACT, WebSphere..., SAP-EDI, Websphere, Middleware, SAP, EAI, DB2, Integration, Oracle, Visio, Agile Methodologies, Unix, WebSphere, Databases, SDLC, SOA, SQL
Education
Kent State University - Graduate School of Management 1978 — 1980
MIS, Organizational Analysis
Kent State University 1970 — 1978
BGS, English, Psychology, General Science
Neela Bueltel's The Principal Financial Group Experience September 2007 - Present
Job Communications Strategist at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group September 2007 - Present
Microware 1999 - 2004
Skills
Marketing Communications, Corporate Communications, Project Management, Internal Communications, Strategic Communications, Integrated Marketing
Education
Iowa State University 1987 — 1991
The Principal Financial Group September 2007 - Present
Microware 1999 - 2004
Skills
Marketing Communications, Corporate Communications, Project Management, Internal Communications, Strategic Communications, Integrated Marketing
Education
Iowa State University 1987 — 1991
Diane Van Wyngarden's The Principal Financial Group Experience August 2004 - Present
Job Asst DirMultimedia/Interactive Dvlmt
Industry Financial Services
Experience
The Principal Financial Group August 2004 - Present
Iowa State University Alumni Association 1998 - 2001
Principal International 1995 - 1998
Skills
Marketing Communications, Marketing Strategy, Marketing, Advertising, Media Relations, Integrated Marketing, Corporate Communications, Strategic Communications, Social Media Marketing, Brand Management, Creative Strategy, Direct Marketing, Digital Marketing, Film Production, Email Marketing
Education
Iowa State University 1988 — 1992
B.S., Journalism & Mass Comm, emphasis in advertising
The Principal Financial Group August 2004 - Present
Iowa State University Alumni Association 1998 - 2001
Principal International 1995 - 1998
Skills
Marketing Communications, Marketing Strategy, Marketing, Advertising, Media Relations, Integrated Marketing, Corporate Communications, Strategic Communications, Social Media Marketing, Brand Management, Creative Strategy, Direct Marketing, Digital Marketing, Film Production, Email Marketing
Education
Iowa State University 1988 — 1992
B.S., Journalism & Mass Comm, emphasis in advertising
Brooke M. Harrison's The Principal Financial Group Experience February 2006 - March 2010
Job Regional Retirement Plan Specialist Georgia / VP Retirement Sales at The Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group March 2010 - March 2015
The Principal Financial Group February 2006 - March 2010
Skills
401k, Retirement Planning, Asset Allocation, Retirement, Alternative Investments, Sales, Insurance
Education
Penn State University 2001 — 2005
Bachelor of Science, Smeal College of Business, Finance
Principal Financial Group March 2015 - Present
Principal Financial Group March 2010 - March 2015
The Principal Financial Group February 2006 - March 2010
Skills
401k, Retirement Planning, Asset Allocation, Retirement, Alternative Investments, Sales, Insurance
Education
Penn State University 2001 — 2005
Bachelor of Science, Smeal College of Business, Finance
Veronica Martin Ruiz's The Principal Financial Group Experience September 2010 - Present
Job Spanish Translations Consultant at The Principal Financial Group
Industry Translation and Localization
Experience
The Principal Financial Group September 2010 - Present
ITP Strategic June 2008 - September 2010
Richard Schneider Enterprises January 2008 - June 2008
Leadership Public Schools 2006 - 2007
Skills
Localization, Translation, Consulting, Spanish, Terminology, Foreign Languages, Proofreading, Website Localization, Technical Translation, Multilingual, Internationalization, Linguistics, French, Globalization, Intercultural..., Trados, Project Management, Translation Memory
Education
Iowa State University 2011 — 2014
Master of Business Administration (MBA)
Monterey Institute of International Studies 2007 — 2008
MA Translation and Localization Management
Universidad de Granada 1996 — 2004
Licenciatura (BA)
The Principal Financial Group September 2010 - Present
ITP Strategic June 2008 - September 2010
Richard Schneider Enterprises January 2008 - June 2008
Leadership Public Schools 2006 - 2007
Skills
Localization, Translation, Consulting, Spanish, Terminology, Foreign Languages, Proofreading, Website Localization, Technical Translation, Multilingual, Internationalization, Linguistics, French, Globalization, Intercultural..., Trados, Project Management, Translation Memory
Education
Iowa State University 2011 — 2014
Master of Business Administration (MBA)
Monterey Institute of International Studies 2007 — 2008
MA Translation and Localization Management
Universidad de Granada 1996 — 2004
Licenciatura (BA)
Jane Pauba-Dodge's The Principal Financial Group Experience 1995 - 1998
Job Human Resources Director at City of West Des Moines
Industry Human Resources
Experience
City of West Des Moines October 1998 - Present
The Principal Financial Group 1995 - 1998
Skills
Human Resources, Performance Management, Recruiting, Change Management, Deferred Compensation, Employee Relations, Job Descriptions, Employee Training, HR Policies, FMLA
Education
Iowa State University
City of West Des Moines October 1998 - Present
The Principal Financial Group 1995 - 1998
Skills
Human Resources, Performance Management, Recruiting, Change Management, Deferred Compensation, Employee Relations, Job Descriptions, Employee Training, HR Policies, FMLA
Education
Iowa State University
Becky Ingvaldson's The Principal Financial Group Experience May 2005 - Present
Job Project Manager at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group May 2005 - Present
Marsh 2001 - 2004
KVI - A Division of Seabury & Smith 1998 - 2001
Education
Iowa State University 1994 — 1998
Bachelor of Science (BS), Management Information Systems, General
The Principal Financial Group May 2005 - Present
Marsh 2001 - 2004
KVI - A Division of Seabury & Smith 1998 - 2001
Education
Iowa State University 1994 — 1998
Bachelor of Science (BS), Management Information Systems, General
Jodi A Boffeli's The Principal Financial Group Experience November 2012 - Present
Job Contract Consultant at The Principal Financial Group
Industry Insurance
Experience
The Principal Financial Group November 2012 - Present
The Principal Financial Group January 1988 - December 2011
Skills
Health Insurance, Employee Benefits, Group Benefits, Customer Service, Problem Solving, Benefits Design, Group Benefit Analysis, Compliance, Insurance, Disability Insurance, 401k
Education
Pikes Peak Community College 1984 — 1986
Accounting
The Principal Financial Group November 2012 - Present
The Principal Financial Group January 1988 - December 2011
Skills
Health Insurance, Employee Benefits, Group Benefits, Customer Service, Problem Solving, Benefits Design, Group Benefit Analysis, Compliance, Insurance, Disability Insurance, 401k
Education
Pikes Peak Community College 1984 — 1986
Accounting
Leslie Breedlove's The Principal Financial Group Experience 1993 - 1997
Job Specialty Account Representative at AMAG Pharmaceuticals
Industry Biotechnology
Experience
AMAG Pharmaceuticals June 2012 - Present
Brain Balance Achievement Centers August 2009 - Present
Cangene Biopharma August 2011 - June 2012
Arbonne International June 2005 - July 2011
Nabi Biopharmaceuticals 2000 - 2006
Nabi 2000 - 2006
Nabi Biopharmaceutical 2000 - 2006
Schering-Plough 1997 - 2001
The Principal Financial Group 1993 - 1997
Skills
Oncology, Marketing, Pharmaceutical Industry, Project Management, Product Marketing, Public Speaking, Liver Transplant, Hematology, Biotechnology, Cross-functional Team..., Dermatology, Healthcare, Managed Care, Medical Devices, New Business Development, Pharmaceutical Sales, Product Launch, Sales
Education
Iowa State University 1989 — 1993
Bachelor of Arts, Journalism/Mass Communications
Iowa State University - College of Business 1989 — 1993
BA, Journalism/Mass Communications
Universidad del País Vasco/Euskal Herriko Unibertsitatea 1992 — 1992
spanish
Bishop Heelan Catholic High School 1986 — 1989
High School
AMAG Pharmaceuticals June 2012 - Present
Brain Balance Achievement Centers August 2009 - Present
Cangene Biopharma August 2011 - June 2012
Arbonne International June 2005 - July 2011
Nabi Biopharmaceuticals 2000 - 2006
Nabi 2000 - 2006
Nabi Biopharmaceutical 2000 - 2006
Schering-Plough 1997 - 2001
The Principal Financial Group 1993 - 1997
Skills
Oncology, Marketing, Pharmaceutical Industry, Project Management, Product Marketing, Public Speaking, Liver Transplant, Hematology, Biotechnology, Cross-functional Team..., Dermatology, Healthcare, Managed Care, Medical Devices, New Business Development, Pharmaceutical Sales, Product Launch, Sales
Education
Iowa State University 1989 — 1993
Bachelor of Arts, Journalism/Mass Communications
Iowa State University - College of Business 1989 — 1993
BA, Journalism/Mass Communications
Universidad del País Vasco/Euskal Herriko Unibertsitatea 1992 — 1992
spanish
Bishop Heelan Catholic High School 1986 — 1989
High School
Colette Garcia's The Principal Financial Group Experience January 1990 - September 1994
Job Sr. Consultant I at TriZetto Performance Services
Industry Writing and Editing
Experience
TriZetto Corporation June 2012 - Present
CIGNA September 2004 - June 2012
Great-West Healthcare 2003 - 2004
Great-West Healthcare 2002 - 2003
Great-West Healthcare 2000 - 2002
Great-West Healthcare 1998 - 2000
Great-West Healthcare 1994 - 1998
The Principal Financial Group January 1990 - September 1994
Mercy Hospital Radiation Center 1985 - 1989
Medicenter West 1980 - 1985
Skills
Project Management, Change Management, Management, Coaching, Business Analysis, Training, Insurance, Team Building, Quality Assurance, Analysis, Performance Management, Team Leadership, Process Improvement, Software Documentation, Editing, Business Process..., Leadership, Vendor Management, Health Insurance, Visio, Call Center, Strategic Planning, Customer Service, Six Sigma, Performance Consulting, Cross-functional Team..., Call Centers, Microsoft Office, Risk Management, Outlook, Microsoft Excel, Technical Writing, SDLC, Healthcare, Organizational Design, Project Planning, SharePoint, Data Analysis, Instructional Design, Business Process, Medicare, Employee Benefits, Access, Leadership Development, Organizational..., Management Consulting, HIPAA, Managed Care
Education
Regis University 2007 — 2009
M.Ed, Adult Learning, Training and Development
Regis University 2003 — 2007
B.S., Business Administration-Management Focus
TriZetto Corporation June 2012 - Present
CIGNA September 2004 - June 2012
Great-West Healthcare 2003 - 2004
Great-West Healthcare 2002 - 2003
Great-West Healthcare 2000 - 2002
Great-West Healthcare 1998 - 2000
Great-West Healthcare 1994 - 1998
The Principal Financial Group January 1990 - September 1994
Mercy Hospital Radiation Center 1985 - 1989
Medicenter West 1980 - 1985
Skills
Project Management, Change Management, Management, Coaching, Business Analysis, Training, Insurance, Team Building, Quality Assurance, Analysis, Performance Management, Team Leadership, Process Improvement, Software Documentation, Editing, Business Process..., Leadership, Vendor Management, Health Insurance, Visio, Call Center, Strategic Planning, Customer Service, Six Sigma, Performance Consulting, Cross-functional Team..., Call Centers, Microsoft Office, Risk Management, Outlook, Microsoft Excel, Technical Writing, SDLC, Healthcare, Organizational Design, Project Planning, SharePoint, Data Analysis, Instructional Design, Business Process, Medicare, Employee Benefits, Access, Leadership Development, Organizational..., Management Consulting, HIPAA, Managed Care
Education
Regis University 2007 — 2009
M.Ed, Adult Learning, Training and Development
Regis University 2003 — 2007
B.S., Business Administration-Management Focus
Beth Harrison's The Principal Financial Group Experience January 1996 - January 1997
Job Retirement Services Account ManagerFinancial Services
Industry Financial Services
Experience
EMPOWER Retirement January 2006 - Present
MetLife January 1999 - January 2006
Aetna Retirement Services January 1997 - January 1999
The Principal Financial Group January 1996 - January 1997
The Principal Financial Group January 1995 - January 1996
Skills
CRM, Employee Benefits, Management, Investments, 401k, Mutual Funds, Pensions, Retirement Planning, ERISA, Analysis, Finance, Mergers & Acquisitions, Customer Service, Sales, Retirement, Series 63, Defined Benefit, Series 6, Retirement Plan..., Communication Skills, Relationship Management, Written & Oral...
Education
Iowa State University 1991 — 1995
B.A, Business Administration Accounting
Iowa State University - College of Business 1991 — 1995
BBA, Accounting
EMPOWER Retirement January 2006 - Present
MetLife January 1999 - January 2006
Aetna Retirement Services January 1997 - January 1999
The Principal Financial Group January 1996 - January 1997
The Principal Financial Group January 1995 - January 1996
Skills
CRM, Employee Benefits, Management, Investments, 401k, Mutual Funds, Pensions, Retirement Planning, ERISA, Analysis, Finance, Mergers & Acquisitions, Customer Service, Sales, Retirement, Series 63, Defined Benefit, Series 6, Retirement Plan..., Communication Skills, Relationship Management, Written & Oral...
Education
Iowa State University 1991 — 1995
B.A, Business Administration Accounting
Iowa State University - College of Business 1991 — 1995
BBA, Accounting
Tracy Schlater's The Principal Financial Group Experience May 2006 - June 2009
Job Marketing Director at Farm Safety For Just Kids
Industry Public Relations and Communications
Experience
Farm Safety For Just Kids November 2009 - Present
The Principal Financial Group May 2006 - June 2009
Dickinson County News November 2004 - February 2006
Skills
Public Relations, Marketing Communications, Branding & Identity, Marketing, Feature Articles, Strategic Planning, Social Media, Newsletters, Strategic Communications, Press Releases, Internal Communications, Corporate Communications, Media Relations, Integrated Marketing, Facebook
Education
Iowa State University 2000 — 2004
BA, journalism and mass communications
High School
Farm Safety For Just Kids November 2009 - Present
The Principal Financial Group May 2006 - June 2009
Dickinson County News November 2004 - February 2006
Skills
Public Relations, Marketing Communications, Branding & Identity, Marketing, Feature Articles, Strategic Planning, Social Media, Newsletters, Strategic Communications, Press Releases, Internal Communications, Corporate Communications, Media Relations, Integrated Marketing, Facebook
Education
Iowa State University 2000 — 2004
BA, journalism and mass communications
High School
Kevin Massey's The Principal Financial Group Experience July 1993 - October 1994
Job Quality Assurance Tester
Industry Information Technology and Services
Experience
Anthem/Kinetic Supply October 2014 - May 2015
Waddell & Reed (TEKSystems consulting) June 2013 - August 2014
SAIC August 2009 - April 2013
Sprint Nextel May 2003 - August 2009
Sprint September 1999 - May 2003
DST Systems Inc May 1995 - July 1999
Electronic Data Systems October 1994 - April 1995
The Principal Financial Group July 1993 - October 1994
ENTERGY SERVICES May 1990 - June 1993
ENTERGY SERVICES November 1986 - May 1990
Skills
Software Development..., Xpediter, SDLC, COBOL, Quality Center, Testing, System Testing, Test Planning, Quality Assurance, Software Verification, Test Cases, Visio, Software Development, SQL, Test Management, Defect Tracking, JCL, Access, Software Quality..., Requirements Analysis, Databases, Visual Basic, Regression Testing, User Acceptance Testing, Test Automation, Program Management, Software Documentation
Education
Loyola University New Orleans 1989 — 1991
BS
Anthem/Kinetic Supply October 2014 - May 2015
Waddell & Reed (TEKSystems consulting) June 2013 - August 2014
SAIC August 2009 - April 2013
Sprint Nextel May 2003 - August 2009
Sprint September 1999 - May 2003
DST Systems Inc May 1995 - July 1999
Electronic Data Systems October 1994 - April 1995
The Principal Financial Group July 1993 - October 1994
ENTERGY SERVICES May 1990 - June 1993
ENTERGY SERVICES November 1986 - May 1990
Skills
Software Development..., Xpediter, SDLC, COBOL, Quality Center, Testing, System Testing, Test Planning, Quality Assurance, Software Verification, Test Cases, Visio, Software Development, SQL, Test Management, Defect Tracking, JCL, Access, Software Quality..., Requirements Analysis, Databases, Visual Basic, Regression Testing, User Acceptance Testing, Test Automation, Program Management, Software Documentation
Education
Loyola University New Orleans 1989 — 1991
BS
Laura Bloemker's The Principal Financial Group Experience 2000 - 2002
Job Communications professional at Texas Association of School Boards
Industry Public Relations and Communications
Experience
Texas Association of School Boards September 2005 - Present
The Principal Financial Group 2000 - 2002
Texas Association of School Boards 1992 - 1998
The Principal Financial Group 1989 - 1992
Skills
Editing, Writing, Microsoft Office, Corporate Communications, Newsletters, Internal Communications, PowerPoint, Public Relations, Copy Editing, Blogging, Public Speaking, Social Media, Research, Media Relations
Education
University of Iowa
BA, English
Texas Association of School Boards September 2005 - Present
The Principal Financial Group 2000 - 2002
Texas Association of School Boards 1992 - 1998
The Principal Financial Group 1989 - 1992
Skills
Editing, Writing, Microsoft Office, Corporate Communications, Newsletters, Internal Communications, PowerPoint, Public Relations, Copy Editing, Blogging, Public Speaking, Social Media, Research, Media Relations
Education
University of Iowa
BA, English
Jeff Dimmer's The Principal Financial Group Experience January 1998 - January 1999
Job Territory Sales Represenative at Moehl Millwork
Industry Building Materials
Experience
Moehl Millwork January 2013 - Present
Lowe's Home Improvement October 2011 - December 2012
EMCO Enterprises January 2008 - March 2012
EMCO Enterprises July 2001 - December 2007
Eastern Iowa Supply, Inc January 1999 - January 2001
The Principal Financial Group January 1998 - January 1999
Eastern Iowa Supply, Inc January 1994 - January 1998
Skills
Inventory Management, Manufacturing, Lean Manufacturing
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BS, Business
Moehl Millwork January 2013 - Present
Lowe's Home Improvement October 2011 - December 2012
EMCO Enterprises January 2008 - March 2012
EMCO Enterprises July 2001 - December 2007
Eastern Iowa Supply, Inc January 1999 - January 2001
The Principal Financial Group January 1998 - January 1999
Eastern Iowa Supply, Inc January 1994 - January 1998
Skills
Inventory Management, Manufacturing, Lean Manufacturing
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BS, Business
Barb Greene's The Principal Financial Group Experience April 2007 - Present
Job CRS Reporting Analyst I at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
The Principal Financial Group April 2007 - Present
J. R. Watkins October 2012 - Present
John Deere Credit February 2005 - April 2007
Principal Financial Group February 1994 - October 2004
Skills
Strategic Planning, Customer Service, Microsoft Office, Insurance, Team Building, Outlook, Coaching, Microsoft Excel, Marketing Strategy, Leadership, Problem Solving, Staff Development, Training & Development, Technology, Organization, Project Management, Training, Management, Retirement, Life Insurance
Education
The American College 2012 — 2014
Chartered Leadership Fellow® (CLF®), Organizational Leadership
Simpson College 1999 — 2006
Bachelor’s Degree, Marketing, minor in Computer Information Systems
Principal Financial Group January 2014 - Present
The Principal Financial Group April 2007 - Present
J. R. Watkins October 2012 - Present
John Deere Credit February 2005 - April 2007
Principal Financial Group February 1994 - October 2004
Skills
Strategic Planning, Customer Service, Microsoft Office, Insurance, Team Building, Outlook, Coaching, Microsoft Excel, Marketing Strategy, Leadership, Problem Solving, Staff Development, Training & Development, Technology, Organization, Project Management, Training, Management, Retirement, Life Insurance
Education
The American College 2012 — 2014
Chartered Leadership Fellow® (CLF®), Organizational Leadership
Simpson College 1999 — 2006
Bachelor’s Degree, Marketing, minor in Computer Information Systems
Stephanie Salasek's The Principal Financial Group Experience June 1994 - September 1997
Job Trainer/Speaker
Industry Human Resources
Experience
Look Up Communications June 2015 - Present
Iowa State University January 1999 - June 2015
Mercy Hospital September 1997 - December 1998
The Principal Financial Group June 1994 - September 1997
Iowa State University August 1992 - August 1993
Iowa State University August 1990 - August 1992
Senior High School August 1988 - May 1990
Skills
Campus, Student Recruiting, Academic Advising, Residence Life, Career Counseling, Leadership Development, Instructional Design, Public Speaking, Student Development, Student Affairs, Higher Education, Student Counseling, Admissions, Coaching
Education
Iowa State University 1990 — 1992
Master's degree, Higher Education/Higher Education Administration
Iowa State University 1984 — 1988
Bachelors, English and speech education
Look Up Communications June 2015 - Present
Iowa State University January 1999 - June 2015
Mercy Hospital September 1997 - December 1998
The Principal Financial Group June 1994 - September 1997
Iowa State University August 1992 - August 1993
Iowa State University August 1990 - August 1992
Senior High School August 1988 - May 1990
Skills
Campus, Student Recruiting, Academic Advising, Residence Life, Career Counseling, Leadership Development, Instructional Design, Public Speaking, Student Development, Student Affairs, Higher Education, Student Counseling, Admissions, Coaching
Education
Iowa State University 1990 — 1992
Master's degree, Higher Education/Higher Education Administration
Iowa State University 1984 — 1988
Bachelors, English and speech education
Joe Ablaza's The Principal Financial Group Experience 2008 - 2010
Job Vice President Operations at (Confidential)
Industry Oil & Energy
Experience
Confidential January 2014 - Present
USAA 2011 - 2013
Signal Hill FInancial 2010 - 2011
People's Trust Federal Credit Union 2010 - 2011
The Principal Financial Group 2008 - 2010
Ameriprise Financial Advisors 2004 - 2008
Duncan Aviation 1998 - 2004
United States Air Force 1992 - 1998
Skills
Retirement Planning, Retirement, Series 7, 401k, IRAs, Wealth Management, Insurance, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Fixed Annuities, Risk Management, Mutual Funds, Estate Planning, Series 63, Series 65, Life & Health Insurance..., Securities, Project Management, Personnel Management, Benefits Administration, Purchasing Negotiation, Purchase Management, Purchasing Processes, International Business, International..., International Logistics, Financial Planning, Management, Finance, Leadership, Marketing, Sales, Strategic Planning
Education
Rice University 2012 — 2012
Certified Financial Planner™ Certification Education Program
University of Houston-Downtown 2006 — 2010
Undergrad, Finance
Confidential January 2014 - Present
USAA 2011 - 2013
Signal Hill FInancial 2010 - 2011
People's Trust Federal Credit Union 2010 - 2011
The Principal Financial Group 2008 - 2010
Ameriprise Financial Advisors 2004 - 2008
Duncan Aviation 1998 - 2004
United States Air Force 1992 - 1998
Skills
Retirement Planning, Retirement, Series 7, 401k, IRAs, Wealth Management, Insurance, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Fixed Annuities, Risk Management, Mutual Funds, Estate Planning, Series 63, Series 65, Life & Health Insurance..., Securities, Project Management, Personnel Management, Benefits Administration, Purchasing Negotiation, Purchase Management, Purchasing Processes, International Business, International..., International Logistics, Financial Planning, Management, Finance, Leadership, Marketing, Sales, Strategic Planning
Education
Rice University 2012 — 2012
Certified Financial Planner™ Certification Education Program
University of Houston-Downtown 2006 — 2010
Undergrad, Finance
Marcia Vetter's The Principal Financial Group Experience 1986 - 1999
Job Employee Benefits Consultant at Frank Berlin & Associates
Industry Insurance
Experience
Frank Berlin & Associates June 2000 - Present
The Principal Financial Group 1986 - 1999
Skills
Employee Benefits
Education
Luther College 1982 — 1986
BA, Business
Frank Berlin & Associates June 2000 - Present
The Principal Financial Group 1986 - 1999
Skills
Employee Benefits
Education
Luther College 1982 — 1986
BA, Business
Claire Coombs's The Principal Financial Group Experience February 1998 - July 2004
Job Financial Professional, 401(k) Specialist
Industry Financial Services
Experience
Chemung Canal Trust Company December 2012 - Present
Self Employed July 2007 - March 2011
The Principal Financial Group February 1998 - July 2004
The Principal Financial Group 1998 - 2004
Chase 1996 - 1998
Skills
Retirement Plan..., 401k, Profit Sharing, Defined Benefit, Series 7, Retirement, ERISA, Series 63, FINRA, Pensions, IRAs, Investment Advisory, Business Development, High Net Worth...
Education
University of Kentucky 1991 — 1995
Psychology
Chemung Canal Trust Company December 2012 - Present
Self Employed July 2007 - March 2011
The Principal Financial Group February 1998 - July 2004
The Principal Financial Group 1998 - 2004
Chase 1996 - 1998
Skills
Retirement Plan..., 401k, Profit Sharing, Defined Benefit, Series 7, Retirement, ERISA, Series 63, FINRA, Pensions, IRAs, Investment Advisory, Business Development, High Net Worth...
Education
University of Kentucky 1991 — 1995
Psychology
Marc Irwin's The Principal Financial Group Experience April 2002 - December 2004
Job Owner at The Bottomline!
Industry Financial Services
Experience
The Bottomline! 2004 - Present
The Principal Financial Group April 2002 - December 2004
Skills
Retirement Planning, Employee Benefits
Education
University of Missouri-Kansas City 1976 — 1978
BA, English
The Bottomline! 2004 - Present
The Principal Financial Group April 2002 - December 2004
Skills
Retirement Planning, Employee Benefits
Education
University of Missouri-Kansas City 1976 — 1978
BA, English
Pam Kennedy's The Principal Financial Group Experience 1987 - 1999
Job Market Research at H&R Block
Industry Financial Services
Experience
H&R Block March 2007 - Present
H&R Block 2008 - 2011
Research Consultant 1999 - 2008
The Principal Financial Group 1987 - 1999
Black & Decker 1985 - 1987
General Mills 1980 - 1987
Skills
Competitive Analysis, Market Analysis, Forecasting, Competitive Intelligence, Financial Analysis, Analysis, Process Improvement, SPSS, Business Analysis
Education
University of Kansas
Doctor of Philosophy (PhD), Organizational Communication
University of Minnesota-Twin Cities 1983 — 1984
Master of Business Administration (MBA), Marketing and Finance
Purdue University
Bachelor of Science (BS), Accounting and Finance
H&R Block March 2007 - Present
H&R Block 2008 - 2011
Research Consultant 1999 - 2008
The Principal Financial Group 1987 - 1999
Black & Decker 1985 - 1987
General Mills 1980 - 1987
Skills
Competitive Analysis, Market Analysis, Forecasting, Competitive Intelligence, Financial Analysis, Analysis, Process Improvement, SPSS, Business Analysis
Education
University of Kansas
Doctor of Philosophy (PhD), Organizational Communication
University of Minnesota-Twin Cities 1983 — 1984
Master of Business Administration (MBA), Marketing and Finance
Purdue University
Bachelor of Science (BS), Accounting and Finance
Richard Bradford's The Principal Financial Group Experience March 2013 - June 2015
Job Regional Sales Executive at Symetra
Industry Insurance
Experience
Symetra June 2015 - Present
The Principal Financial Group March 2013 - June 2015
Paychex Insurance Agency May 2012 - March 2013
Cigna June 2007 - May 2012
Skills
Employee Benefits, Underwriting, Insurance, Customer Relations, Analysis, Account Management, Territory Planning, Territory Analysis, Cost Management, Business Relationship..., Process Improvement, Disability Insurance, Health Insurance, Human Resources, Life Insurance, Sales
Education
The University of Georgia 2001 — 2005
BSED, Kinesiology, Risk Management and Insurance
Symetra June 2015 - Present
The Principal Financial Group March 2013 - June 2015
Paychex Insurance Agency May 2012 - March 2013
Cigna June 2007 - May 2012
Skills
Employee Benefits, Underwriting, Insurance, Customer Relations, Analysis, Account Management, Territory Planning, Territory Analysis, Cost Management, Business Relationship..., Process Improvement, Disability Insurance, Health Insurance, Human Resources, Life Insurance, Sales
Education
The University of Georgia 2001 — 2005
BSED, Kinesiology, Risk Management and Insurance
James Petrillo's The Principal Financial Group Experience 1999 - Present
Job Assistant ManagerRIS at The Principal Financial Group
Industry Financial Services
Experience
The Principal Financial Group 1999 - Present
Skills
Retirement Planning, Insurance, 401k, Retirement, Investments, Series 7, Customer Service, Asset Allocation, Defined Benefit, Investment Management, Mutual Funds, Sales, Wealth Management, Investment Advisory, Portfolio Management, Management, Series 63, Financial Services, Microsoft Excel
Education
University of Iowa 1990 — 1995
Bachelor of Arts (B.A.), Business/Psychology
University of Iowa
Bachelor of Arts (B.A.), Business/Psychology
The Principal Financial Group 1999 - Present
Skills
Retirement Planning, Insurance, 401k, Retirement, Investments, Series 7, Customer Service, Asset Allocation, Defined Benefit, Investment Management, Mutual Funds, Sales, Wealth Management, Investment Advisory, Portfolio Management, Management, Series 63, Financial Services, Microsoft Excel
Education
University of Iowa 1990 — 1995
Bachelor of Arts (B.A.), Business/Psychology
University of Iowa
Bachelor of Arts (B.A.), Business/Psychology
Dorsey (Trey) Christian III's The Principal Financial Group Experience December 2012 - Present
Job Princor Registered Representative/Financial Advisor
Industry Financial Services
Experience
The Principal Financial Group December 2012 - Present
ING Financial Partners March 2008 - December 2012
JPMorgan Chase March 2006 - March 2008
Choice One Mortgage 1999 - 2006
Skills
Asset Allocation, Series 63, Mutual Funds, Financial Advisory, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Overhead..., Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Pension Plans, Salary Continuation, Series 6, Split Dollar Plans, Supplemental Returement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insuance
Education
Oral Roberts University 1995 — 1997
Finance
The Principal Financial Group December 2012 - Present
ING Financial Partners March 2008 - December 2012
JPMorgan Chase March 2006 - March 2008
Choice One Mortgage 1999 - 2006
Skills
Asset Allocation, Series 63, Mutual Funds, Financial Advisory, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Overhead..., Business Continuation..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Planning, Pension Plans, Salary Continuation, Series 6, Split Dollar Plans, Supplemental Returement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wellness Programs, Wealth Accumulation, Whole Life Insuance
Education
Oral Roberts University 1995 — 1997
Finance
Lori Penzien's The Principal Financial Group Experience January 1997 - March 1998
Job Graphic Designer
Industry Graphic Design
Experience
Penzien Design January 2004 - Present
AMFM Inc. March 1998 - August 2000
The Principal Financial Group January 1997 - March 1998
CommNet Cellular September 1994 - January 1997
Harts Jewelers October 1992 - December 1993
Parklane Hosiery June 1991 - October 1992
Skills
Graphic Design, Collateral, Business Cards, Adobe Creative Suite, Social Media, PowerPoint, Marketing Communications, Microsoft Office, Marketing, Customer Service, Retail Sales, Retail Category..., Training
Education
Metropolitan State University of Denver 1997 — 1999
Speech Communications, Communication Disorders
University of Denver 1991 — 1992
General
Penzien Design January 2004 - Present
AMFM Inc. March 1998 - August 2000
The Principal Financial Group January 1997 - March 1998
CommNet Cellular September 1994 - January 1997
Harts Jewelers October 1992 - December 1993
Parklane Hosiery June 1991 - October 1992
Skills
Graphic Design, Collateral, Business Cards, Adobe Creative Suite, Social Media, PowerPoint, Marketing Communications, Microsoft Office, Marketing, Customer Service, Retail Sales, Retail Category..., Training
Education
Metropolitan State University of Denver 1997 — 1999
Speech Communications, Communication Disorders
University of Denver 1991 — 1992
General
Bethany Peralta's The Principal Financial Group Experience April 2013 - Present
Job Senior Account Executive at Principal Financial Group
Industry Insurance
Experience
Principal Financial Group February 2015 - Present
The Principal Financial Group April 2013 - Present
PAR Excellence Systems January 2013 - April 2013
McGohan Brabender October 2007 - November 2012
CASA For Clermont Kids 2009 - February 2011
Language For Life January 1998 - January 2009
Chard-Snyder February 2007 - October 2007
Horan Associates Inc July 2000 - February 2007
Aetna U.S. Healthcare October 1998 - July 2000
Interlingua September 1994 - July 1997
Skills
Insurance, Account Management, Health Savings Accounts, Strategic Planning, Employee Benefits, CRM, Sales, Human Resources, Strategy, Public Speaking, Health Insurance
Education
Middle Tennessee State University 1988 — 1992
Spanish, Education
Principal Financial Group February 2015 - Present
The Principal Financial Group April 2013 - Present
PAR Excellence Systems January 2013 - April 2013
McGohan Brabender October 2007 - November 2012
CASA For Clermont Kids 2009 - February 2011
Language For Life January 1998 - January 2009
Chard-Snyder February 2007 - October 2007
Horan Associates Inc July 2000 - February 2007
Aetna U.S. Healthcare October 1998 - July 2000
Interlingua September 1994 - July 1997
Skills
Insurance, Account Management, Health Savings Accounts, Strategic Planning, Employee Benefits, CRM, Sales, Human Resources, Strategy, Public Speaking, Health Insurance
Education
Middle Tennessee State University 1988 — 1992
Spanish, Education
James Reinhardt's The Principal Financial Group Experience July 2014 - Present
Job Senior Financial Advisor at The Principal Financial Group
Industry Insurance
Experience
The Principal Financial Group July 2014 - Present
Peachtree Planning North, LLC June 2010 - July 2014
Reinhardt Consulting Group July 1991 - May 2010
Skills
Retirement Planning, Estate Planning, Insurance, Investments, Financial Planning, Strategic Planning, Portfolio Management, Asset Management, Long Term Care
Education
Harvard Business School 1972 — 1974
MBA, Finance
Princeton University 1963 — 1967
AB, Economics
Princeton University
AB Economics
The Principal Financial Group July 2014 - Present
Peachtree Planning North, LLC June 2010 - July 2014
Reinhardt Consulting Group July 1991 - May 2010
Skills
Retirement Planning, Estate Planning, Insurance, Investments, Financial Planning, Strategic Planning, Portfolio Management, Asset Management, Long Term Care
Education
Harvard Business School 1972 — 1974
MBA, Finance
Princeton University 1963 — 1967
AB, Economics
Princeton University
AB Economics
Michelle Yuska's The Principal Financial Group Experience January 1992 - May 2002
Job Tama County Treasurer
Industry Government Administration
Experience
Tama County January 2011 - Present
South Tama County School District 2007 - September 2013
Tama County Treasurer November 2005 - December 2010
South Tama County Community School District May 2002 - November 2005
The Principal Financial Group January 1992 - May 2002
Skills
Microsoft Office, Project Management, Project Planning, Strategic Planning, Budget, Banking, Business Analysis, Analysis, Microsoft Excel, Budgets, Change Management, Customer Service, Financial Analysis, Policy, Management, Community Outreach, Process Improvement, Government, Research, Microsoft Word, Team Building, PowerPoint, Nonprofits, Training, Event Planning, Leadership, Leadership Development
Education
Travel Careers Institute 1987 — 1988
South Tama County High School 1980 — 1986
Iowa State University
Tama County January 2011 - Present
South Tama County School District 2007 - September 2013
Tama County Treasurer November 2005 - December 2010
South Tama County Community School District May 2002 - November 2005
The Principal Financial Group January 1992 - May 2002
Skills
Microsoft Office, Project Management, Project Planning, Strategic Planning, Budget, Banking, Business Analysis, Analysis, Microsoft Excel, Budgets, Change Management, Customer Service, Financial Analysis, Policy, Management, Community Outreach, Process Improvement, Government, Research, Microsoft Word, Team Building, PowerPoint, Nonprofits, Training, Event Planning, Leadership, Leadership Development
Education
Travel Careers Institute 1987 — 1988
South Tama County High School 1980 — 1986
Iowa State University
Doug Beebe's The Principal Financial Group Experience May 1997 - March 2015
Job Program Business Analyst at The Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2015 - Present
Principal Financial Group May 1997 - Present
The Principal Financial Group May 1997 - March 2015
Skills
Business Requirements, Agile Methodologies, SDLC, Requirements Gathering, Visio, Waterfall, SQL, Business Analysis, SharePoint, Requirements Analysis, Software Documentation, DB2
Education
Iowa State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Principal Financial Group March 2015 - Present
Principal Financial Group May 1997 - Present
The Principal Financial Group May 1997 - March 2015
Skills
Business Requirements, Agile Methodologies, SDLC, Requirements Gathering, Visio, Waterfall, SQL, Business Analysis, SharePoint, Requirements Analysis, Software Documentation, DB2
Education
Iowa State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Jill Mortenson's The Principal Financial Group Experience 2001 - 2008
Job Owner, Mortenson Communications Corp.
Industry Writing and Editing
Experience
Mortenson Communications Corp. August 2008 - Present
The Principal Financial Group 2001 - 2008
Skills
Marketing Communications, Strategic Communications, Marketing
Education
Iowa State University - College of Business 1999 — 2000
Business, Marketing
University of Iowa - Henry B. Tippie College of Business 1996 — 1999
Marketing
Mortenson Communications Corp. August 2008 - Present
The Principal Financial Group 2001 - 2008
Skills
Marketing Communications, Strategic Communications, Marketing
Education
Iowa State University - College of Business 1999 — 2000
Business, Marketing
University of Iowa - Henry B. Tippie College of Business 1996 — 1999
Marketing
Min Veach's The Principal Financial Group Experience November 2007 - Present
Job Staff Accountant at BH Management Services, LLC
Industry Financial Services
Experience
BH Management Services, LLC August 2014 - Present
The Principal Financial Group November 2007 - Present
Polk County Auditor's Office June 2005 - November 2007
Skills
Accounting, Accounts Payable, General Ledger, Accounts Receivable, Invoicing, PeopleSoft, Analysis, Time Management, Microsoft Excel, Customer Service
Education
Simpson College 2008 — 2013
Bachelor of Art in Accounting
BH Management Services, LLC August 2014 - Present
The Principal Financial Group November 2007 - Present
Polk County Auditor's Office June 2005 - November 2007
Skills
Accounting, Accounts Payable, General Ledger, Accounts Receivable, Invoicing, PeopleSoft, Analysis, Time Management, Microsoft Excel, Customer Service
Education
Simpson College 2008 — 2013
Bachelor of Art in Accounting
Kathleen Norjen's The Principal Financial Group Experience 1994 - 1997
Job Sr. Project Manager, Large Group Account Implementation, CareFirst BlueCross BlueShield
Industry Insurance
Experience
CareFirst BlueCross BlueShield September 2011 - Present
Nationwide Better Health, Nationwide Insurance 2002 - September 2011
Greater Baltimore Medical Center (GBMC) 1997 - 2001
The Principal Financial Group 1994 - 1997
CareFirst BlueCross BlueShield 1989 - 1994
Alex. Brown & Sons, Inc. 1983 - 1989
Skills
Managed Care, Vendor Management, Strategy, Strategic Planning, Account Management, Business Development, Project Management, Wellness, Community Outreach, Health Insurance, Advertising, Customer Retention, Marketing, Healthcare, Employee Benefits, CRM, Data Analysis, Process Improvement, Salesforce.com, Insurance, Leadership, Management, Program Management, Sales Operations, Visio
Education
Towson University 1977 — 1981
CareFirst BlueCross BlueShield September 2011 - Present
Nationwide Better Health, Nationwide Insurance 2002 - September 2011
Greater Baltimore Medical Center (GBMC) 1997 - 2001
The Principal Financial Group 1994 - 1997
CareFirst BlueCross BlueShield 1989 - 1994
Alex. Brown & Sons, Inc. 1983 - 1989
Skills
Managed Care, Vendor Management, Strategy, Strategic Planning, Account Management, Business Development, Project Management, Wellness, Community Outreach, Health Insurance, Advertising, Customer Retention, Marketing, Healthcare, Employee Benefits, CRM, Data Analysis, Process Improvement, Salesforce.com, Insurance, Leadership, Management, Program Management, Sales Operations, Visio
Education
Towson University 1977 — 1981
Teri Casillas's The Principal Financial Group Experience June 1989 - September 1992
Job Research Professional
Industry Research
Experience
GEICO DIRECT CLAIMS January 2003 - October 2008
Our Lady of the Lake University October 2000 - October 2001
Our Lady of the Lake University October 1999 - October 2000
Our Lady of the Lake University June 1998 - October 1999
DCCCD - Brookhaven Campus June 1993 - October 1999
Hope Cottage, Inc April 1990 - August 1996
THE PRINCIPAL FINANCIAL GROUP June 1989 - September 1992
Skills
Management, Customer Service, Public Speaking, Research, Written Correspondence, Software Documentation, Creative Writing, Microsoft Word, Data Entry, Microsoft Excel, Editing, Leadership, Interviews, Outlook, Recruiting, Invoicing, Small Business, Insurance, Project Management, Visio, Report Writing, Microsoft Office, Social Networking, Training, PowerPoint, Technical Writing, Team Leadership, Fundraising, Team Building, Process Improvement, Budgets
Education
Our Lady of the Lake University 1997 — 1999
Master of Arts, Human Sciences; Psychology and Sociology
Our Lady of the Lake University 1995 — 1997
Bachelor of Arts, Liberal Studies; Literature
GEICO DIRECT CLAIMS January 2003 - October 2008
Our Lady of the Lake University October 2000 - October 2001
Our Lady of the Lake University October 1999 - October 2000
Our Lady of the Lake University June 1998 - October 1999
DCCCD - Brookhaven Campus June 1993 - October 1999
Hope Cottage, Inc April 1990 - August 1996
THE PRINCIPAL FINANCIAL GROUP June 1989 - September 1992
Skills
Management, Customer Service, Public Speaking, Research, Written Correspondence, Software Documentation, Creative Writing, Microsoft Word, Data Entry, Microsoft Excel, Editing, Leadership, Interviews, Outlook, Recruiting, Invoicing, Small Business, Insurance, Project Management, Visio, Report Writing, Microsoft Office, Social Networking, Training, PowerPoint, Technical Writing, Team Leadership, Fundraising, Team Building, Process Improvement, Budgets
Education
Our Lady of the Lake University 1997 — 1999
Master of Arts, Human Sciences; Psychology and Sociology
Our Lady of the Lake University 1995 — 1997
Bachelor of Arts, Liberal Studies; Literature
Tony Brobst's The Principal Financial Group Experience January 1998 - January 2000
Job Branch Manager at Allied Electronics
Industry Retail
Experience
Allied Electronics June 2014 - Present
The Camo Shop March 2002 - Present
Image Bedding January 2003 - February 2014
Ammon & Rizos September 2000 - October 2001
Infinitec Communications January 1999 - December 2000
The Principal Financial Group January 1998 - January 2000
Avnet Electronics May 1994 - September 1997
Avnet Electronics Marketing October 1989 - April 1994
Photon Sales January 1988 - September 1989
Performance Semiconductor January 1988 - January 1989
Skills
Marketing Strategy, Entrepreneurship, Personnel Management, Personnel Selection, Purchasing, Finance, Bookkeeping, Fitness Consulting, Project Management, Sales Process, Team Leadership, Organizational..., Written & Oral..., Non-profit Volunteer, Sales, Strategic Planning, Operations Management, Sales Management, Engineering, New Business Development, Product Development, Management, E-commerce, Marketing, Team Building, Account Management, Customer Service, Leadership, Sales Operations
Education
Purdue University 1977 — 1981
BSEE, Electrical Engineering
Allied Electronics June 2014 - Present
The Camo Shop March 2002 - Present
Image Bedding January 2003 - February 2014
Ammon & Rizos September 2000 - October 2001
Infinitec Communications January 1999 - December 2000
The Principal Financial Group January 1998 - January 2000
Avnet Electronics May 1994 - September 1997
Avnet Electronics Marketing October 1989 - April 1994
Photon Sales January 1988 - September 1989
Performance Semiconductor January 1988 - January 1989
Skills
Marketing Strategy, Entrepreneurship, Personnel Management, Personnel Selection, Purchasing, Finance, Bookkeeping, Fitness Consulting, Project Management, Sales Process, Team Leadership, Organizational..., Written & Oral..., Non-profit Volunteer, Sales, Strategic Planning, Operations Management, Sales Management, Engineering, New Business Development, Product Development, Management, E-commerce, Marketing, Team Building, Account Management, Customer Service, Leadership, Sales Operations
Education
Purdue University 1977 — 1981
BSEE, Electrical Engineering
Todd Simanski's The Principal Financial Group Experience May 1992 - February 1998
Job Owner, Todd Construction
Industry Construction
Experience
Todd Construction January 2001 - Present
The Principal Financial Group May 1992 - February 1998
Braemar Computer August 1983 - May 1986
Skills
Renovation, Kitchen Remodeling, Bathrooms, Cabinetry, Basements, Construction, Interior Design, Customer Service, Home Improvement, Restoration, Flooring, Drywall, Financial Analysis, Management, Framing, Woodworking, Custom Built-ins, Technical Drawing, Doors, Contractors, Microsoft Office, Strategic Planning, Home Theater Rooms, Dry & Wet Bars, Fireplace..., Mortise & Tenon Joinery, Dovetail Joinery, Attention To Detail, Customer Service..., Interpersonal, Business Management
Education
Iowa State University 1989 — 1992
Bachelor of Science, Finance
Minnesota State University, Mankato 1986 — 1989
Electrical Engineering/Business
Todd Construction January 2001 - Present
The Principal Financial Group May 1992 - February 1998
Braemar Computer August 1983 - May 1986
Skills
Renovation, Kitchen Remodeling, Bathrooms, Cabinetry, Basements, Construction, Interior Design, Customer Service, Home Improvement, Restoration, Flooring, Drywall, Financial Analysis, Management, Framing, Woodworking, Custom Built-ins, Technical Drawing, Doors, Contractors, Microsoft Office, Strategic Planning, Home Theater Rooms, Dry & Wet Bars, Fireplace..., Mortise & Tenon Joinery, Dovetail Joinery, Attention To Detail, Customer Service..., Interpersonal, Business Management
Education
Iowa State University 1989 — 1992
Bachelor of Science, Finance
Minnesota State University, Mankato 1986 — 1989
Electrical Engineering/Business
Colleen Greer's The Principal Financial Group Experience 1992 - 1994
Job Independent Contractor
Industry Writing and Editing
Experience
Editing/Organization Procurement CoordinatorHabitat for Humanity RestoreMay 2013 - 2014
Farkas Berkowitz & CompanyWash January 2010 - June 2011
Farkas Berkowitz & Company 1997 - 2002
Accenture 1996 - 1997
The Principal Financial Group 1992 - 1994
Skills
Change Management, Non-profits, Program Management, Policy, Project Management, Marketing, Sales, Business Development, Community Outreach, Market Research, Start-ups, Editing, Relationship Management, Proposal Writing, Competitive Analysis, Budgets, Account Management, Leadership
Education
Smith College 1990 — 1994
B.A., government
University of Bristol 1992 — 1993
Editing/Organization Procurement CoordinatorHabitat for Humanity RestoreMay 2013 - 2014
Farkas Berkowitz & CompanyWash January 2010 - June 2011
Farkas Berkowitz & Company 1997 - 2002
Accenture 1996 - 1997
The Principal Financial Group 1992 - 1994
Skills
Change Management, Non-profits, Program Management, Policy, Project Management, Marketing, Sales, Business Development, Community Outreach, Market Research, Start-ups, Editing, Relationship Management, Proposal Writing, Competitive Analysis, Budgets, Account Management, Leadership
Education
Smith College 1990 — 1994
B.A., government
University of Bristol 1992 — 1993
Andres Terrazas's The Principal Financial Group Experience December 2006 - March 2010
Job Retirement Plan Professional / Account Executive II for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2012 - Present
Bank of America Merrill Edge November 2011 - October 2012
Morgan Stanley Smith Barney March 2010 - November 2011
The Principal Financial Group December 2006 - March 2010
IPS Advisors, Inc January 2006 - December 2006
HDVEST Financial Services June 2000 - January 2006
Skills
Finance, Financial Services, 401(k), 403(b), Deferred Compensation..., Defined Benefit Plans, Pension Plans
Education
Texas A&M University
Business Management
The University of Texas at Dallas
Business Administration
Principal Financial Group April 2012 - Present
Bank of America Merrill Edge November 2011 - October 2012
Morgan Stanley Smith Barney March 2010 - November 2011
The Principal Financial Group December 2006 - March 2010
IPS Advisors, Inc January 2006 - December 2006
HDVEST Financial Services June 2000 - January 2006
Skills
Finance, Financial Services, 401(k), 403(b), Deferred Compensation..., Defined Benefit Plans, Pension Plans
Education
Texas A&M University
Business Management
The University of Texas at Dallas
Business Administration
Ginger Behnen's The Principal Financial Group Experience 1985 - 1997
Job Senior Business Analyst at GEHA
Industry Information Technology and Services
Experience
Equity Staffing Group June 2015 - Present
Adaptive Solutions April 2013 - May 2015
Cerner Corporation June 2011 - June 2012
Assurant May 1997 - September 2010
The Principal Financial Group 1985 - 1997
Skills
Process Improvement, Visio, Business Process, Business Analysis, Vendor Management, Requirements Analysis, SDLC, Requirements Gathering, Software Documentation, Business Intelligence, Program Management, SharePoint, Business Process..., PMP, Scrum, Access, Agile & Waterfall..., HP Quality Center, JIRA
Education
Truman State University
BA, Business Administration
Equity Staffing Group June 2015 - Present
Adaptive Solutions April 2013 - May 2015
Cerner Corporation June 2011 - June 2012
Assurant May 1997 - September 2010
The Principal Financial Group 1985 - 1997
Skills
Process Improvement, Visio, Business Process, Business Analysis, Vendor Management, Requirements Analysis, SDLC, Requirements Gathering, Software Documentation, Business Intelligence, Program Management, SharePoint, Business Process..., PMP, Scrum, Access, Agile & Waterfall..., HP Quality Center, JIRA
Education
Truman State University
BA, Business Administration
Renee Compiano's The Principal Financial Group Experience 1988 - 1993
Job Group Fitness
Industry Health, Wellness and Fitness
Experience
RTI International, Rex Wellness Center, Cary YMCA, Cary Senior Center September 2000 - Present
Cisco Systems, Lord Corp., Peak Fitness, Ericsson Corp. 2002 - 2009
The Principal Financial Group 1988 - 1993
Education
University of Iowa 1984 — 1988
BBA, Finance, Spanish
RTI International, Rex Wellness Center, Cary YMCA, Cary Senior Center September 2000 - Present
Cisco Systems, Lord Corp., Peak Fitness, Ericsson Corp. 2002 - 2009
The Principal Financial Group 1988 - 1993
Education
University of Iowa 1984 — 1988
BBA, Finance, Spanish
Jose-Luis Montiel's The Principal Financial Group Experience TutorPalm Beach State College2009 - 2009
Job Employee Benefits Specialist at The Principal Financial Group
Industry Human Resources
Experience
The Principal Financial Group TutorPalm Beach State College2009 - 2009
Education
Tulane University - A.B. Freeman School of Business 2000 — 2005
BSM, Finance and Management
The Principal Financial Group TutorPalm Beach State College2009 - 2009
Education
Tulane University - A.B. Freeman School of Business 2000 — 2005
BSM, Finance and Management
Keri-Ann Warner's The Principal Financial Group Experience April 2010 - July 2011
Job Talent Coordinator at VACO Staffing
Industry Staffing and Recruiting
Experience
VACO Staffing April 2015 - Present
Kforce Inc. March 2012 - April 2015
ACS, a Xerox Company October 2011 - February 2012
The Principal Financial Group April 2010 - July 2011
MetLife Financial Services February 2001 - January 2010
Discovery Communications February 1998 - December 2000
Skills
Internet Recruiting, Sourcing, Applicant Tracking..., Recruiting, Talent Acquisition, Technical Recruiting, Onboarding, Benefits Negotiation, Cold Calling, College Recruiting, Employee Benefits, Human Resources, Resume Writing, Talent Management, Temporary Placement, Account Management, Benefits Administration, Staffing Services, Screening Resumes, Employee Relations, Hiring, Financial Services, Taleo, HRIS, Permanent Placement, Sales, Performance Management, Coaching, Contract Recruitment, Building Relationships, Screening, Executive Search, Leadership, Temporary Staffing, Interviews, Succession Planning, Training, PeopleSoft, Staff Augmentation, Job Fairs, New Hire Orientations
Education
Radford University 1993 — 1997
BBA, Organizational Management, Business Admin, Marketing, Finance
VACO Staffing April 2015 - Present
Kforce Inc. March 2012 - April 2015
ACS, a Xerox Company October 2011 - February 2012
The Principal Financial Group April 2010 - July 2011
MetLife Financial Services February 2001 - January 2010
Discovery Communications February 1998 - December 2000
Skills
Internet Recruiting, Sourcing, Applicant Tracking..., Recruiting, Talent Acquisition, Technical Recruiting, Onboarding, Benefits Negotiation, Cold Calling, College Recruiting, Employee Benefits, Human Resources, Resume Writing, Talent Management, Temporary Placement, Account Management, Benefits Administration, Staffing Services, Screening Resumes, Employee Relations, Hiring, Financial Services, Taleo, HRIS, Permanent Placement, Sales, Performance Management, Coaching, Contract Recruitment, Building Relationships, Screening, Executive Search, Leadership, Temporary Staffing, Interviews, Succession Planning, Training, PeopleSoft, Staff Augmentation, Job Fairs, New Hire Orientations
Education
Radford University 1993 — 1997
BBA, Organizational Management, Business Admin, Marketing, Finance
Principal Financial Group
BTG Pactual
HuaTai Securities Co.,Ltd.
Guosen Securities
PFG
Principal Financial
Principle
Fubon Financial Holdings