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
Wells Fargo Home Mortgage September 2011 - Present
The Principal Financial Group June 2005 - September 2011
JOHNSTON COMMUNITY SCHOOLS August 2000 - August 2004
Shagnastys 1994 - 1999
Skills
Insurance, Disability Insurance, Underwriting, Sales, Selling, Compassion, Mortgage Lending
Education
University of Northern Iowa 1995 — 2000
Bachelor of Arts, Elementary Education
John Deere Financial February 2005 - November 2012
The Principal Financial Group November 2000 - November 2004
Guarantee Life Insurance Company September 1991 - January 2000
1/2 Price Division, Richman Gordman Stores, Inc. 1982 - 1990
Skills
Training Delivery, Curriculum Development, Staff Development, Project Management, Assessment Skills, Leadership Development, Team Building, Performance Management, Leadership, Training, Strategic Planning, Management, Employee Benefits, Coaching, Onboarding
Education
University of Nebraska-Lincoln 1972 — 1976
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
The Principal Financial Group May 1992 - Present
Skills
Accounting, Banking, Customer Service, Outlook, Planning, Hiring, Call Center, Call Centers, Management, Leadership, Strategic Planning, Insurance, PowerPoint, Process Improvement, Microsoft Excel
Education
Grand Island Nebraska Senior HIgh
University of Nebraska at Kearney
Organizational Communication
Principal Financial Group December 2013 - Present
The Principal Financial Group December 2012 - December 2013
Modern Woodmen of America August 2010 - December 2012
Bankers Life and Casualty 2008 - 2010
Allstate Financial January 2001 - 2008
Allstate Financial June 1998 - December 2000
Skills
Life Insurance, Fixed Annuities
Education
University of Oklahoma 1985 — 1990
BS, Elementary Education
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group November 2012 - January 2014
The Guardian Life Insurance Company of America (Guardian), New York, NY December 2010 - November 2012
MetLife December 2008 - December 2010
The Principal Financial Group April 2007 - December 2008
Northwestern Mutual Financial Network August 2002 - April 2007
Harris Teeter July 1994 - March 2001
Skills
Financial Advisor..., Financial Services, Business Planning, Sales Recruitment, Life Insurance, Disability Insurance, Succession Planning, Executive Bonus, Key Person Insurance, Investment Strategies, Retirement Planning, Estate Planning, Employee Benefits, Investment Management, Business Transition..., Leadership, Small Business, Recruiting, 401k, Fixed Annuities, Long Term Care Insurance, Health Insurance, Training, Talent Acquisition, Term Life Insurance, Strategic Financial..., Executive Pay, Long-term Care, IRAs, Insurance
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Psychology
Charlotte Country Day School
Sterneck Capital Management, LLC March 2014 - Present
Coventry Health Care January 2012 - March 2014
Blue Cross Blue Sheild of Nebraska January 2008 - January 2012
The Principal Financial Group 1988 - 2008
Skills
Leadership, Health Insurance, Employee Benefits, Underwriting, Quality Assurance, Process Improvement, Business Analysis, Call Centers, Managed Care, Team Building, Vendor Management, Customer Service, Change Management, Strategic Planning, Training, Medicare, Sales, Insurance, Risk Management, Life Insurance, Sales Management, Coaching, Healthcare, Great Motivator, Account Management, Teamwork, Project Management, Analysis, Performance Management, Business Development, Customer Satisfaction, Business Process..., Customer Retention, Data Analysis, Team Leadership, Strategy, Leadership Development, Business Intelligence, Six Sigma, Marketing, Market Research, Negotiation, Management, Customer Experience, Cross-functional Team..., Program Management, Project Portfolio..., Relationship Management, CRM
Education
University of Nebraska-Lincoln 1984 — 1988
Bachelors, Business Administration / Marketing
Grand Island Northwest 1980 — 1984
The Principal Financial Group March 2005 - Present
ITAGroup 2004 - 2005
Skills
Event Planning, Sales, Event Management, Meeting Planning, Trade Shows, Fundraising, Hotels, Hospitality Industry, Marketing Communications
Education
University of Northern Iowa 1998 — 2002
Dowling High School 1994 — 2000
Terrus Real Estate Group December 2000 - Present
the Principal Financial Group June 1987 - December 2000
Skills
Leases, Corporate Real Estate, Property Management, Real Estate, Location Intelligence, Construction, Tenant, Tenant Representation, Budgets, Real Estate Development, Commercial Real Estate, Lease Negotiations, Real Estate Transactions, Green Building, Disposition, Brokerage, LEED, Real Estate Economics, Investment Properties, Facilities Management, Apartments, Landlords, Shopping Centers, Lease Administration, Commercial Real Estate..., Asset Management, Commercial Leasing, Investors, Tenant Improvement, Land Acquisition, Residential Homes, REO, Dispositions
Education
University of Northern Iowa
Phillips Associates January 2014 - Present
The Principal Financial Group December 1977 - December 2013
The University of North Carolina at Greensboro (UNCG) August 1975 - July 1977
Philadelphia Eagles July 1973 - December 1973
US Navy September 1967 - August 1971
Skills
Leadership Development, Business Development, Small Business, Executive Coaching, Social Marketing, Personal Development, Marketing, Supplemental Income, Training, Team Building, Lifestyle, Wealth Entrepreneurs, Lifestyle Coaching, Home Based Business, Stress Management, Wellbeing, Fitness, Green Living, Health and Wellness, Supplements, Nutritional Counseling, Natural Products, Skin Care, Allergy Relief, Anti-aging Products, Natural Health Products, Vitamins, Increase Energy, Holistic Health, Cleaning Products, Green Products, Sports Nutrition, Wellness Coaching, Weight Management, Environmentally Safe..., Weight Loss, Children's Health, Non-Toxic Homes, Sports Drinks, Body Building, Herbal Formulas, Fitness Products, Life Insurance, Insurance, Portfolio Management, Financial Analysis, Sales, Public Speaking
Education
University of North Carolina at Greensboro
Master of Education (M.Ed.), Health Education
West Chester University of Pennsylvania
Bachelor of Science (B.S.), Health Education
Scott Senior High School, Coatesville, PA 1964 — 1967
Diploma
The Principal Financial Group March 2011 - December 2012
The Principal Financial Group February 2006 - March 2011
The Principal Financial Group November 2003 - February 2006
Switzer PR 1998 - 2001
Skills
Marketing Strategy, Budgeting, Research, Market Planning, Retirement, Strategic Planning, Public Relations, Online Marketing, Print, Advertising, Financial Services, Retirement Planning, Media Relations, Direct Marketing, Product Launch, Target Marketing, Behavioral Targeting, Value Propositions, Marketing Communications, CRM, Team Management, Email Marketing, Analytics, Competitive Analysis, Market Research, Leadership, Marketing, Strategic Communications, Strategy, Cross-functional Team..., Management
Education
University of Washington, Michael G. Foster School of Business 2001 — 2003
MBA, Marketing
University of Oregon 1993 — 1997
BA, PPPM
Wells Fargo Home Mortgage June 2015 - Present
Husker Headquarters March 2013 - March 2015
The Principal Financial Group May 2013 - May 2013
Justice October 2009 - May 2013
Skills
Goal Oriented, Leadership, Personal Responsibility, High Achiever, Microsoft Excel, Sales, Creativity, Social Media
Education
University of Nebraska-Lincoln 2012 — 2016
Actuarial Science
Central Academy
Hoover High School
4.32/4.00
The Principal Financial Group February 2007 - Present
Marsh 1998 - 2007
Skills
Marketing, Direct Marketing, Marketing Strategy, Email Marketing, Integrated Marketing, Database Marketing, Marketing Communications, B2B Marketing, Direct Mail, Digital Marketing, Lead Generation, Segmentation, Web Analytics, Multi-channel Marketing, CRM, Online Marketing, Marketing Management, Analytics, Market Planning, Customer Acquisition, Digital Strategy, Social Media Marketing, Market Research, Retirement Income..., Life Insurance, Health Insurance, Disability Insurance, Customer Engagement, Customer Journey Mapping
Education
University of Northern Iowa 1988 — 1992
Assurant Employee Benefits September 2010 - Present
Assurant Employee Benefits September 2010 - October 2011
THE PRINCIPAL FINANCIAL GROUP January 2006 - September 2010
THE PRINCIPAL FINANCIAL GROUP January 2005 - January 2006
THE PRINCIPAL FINANCIAL GROUP January 2000 - January 2005
THE PRINCIPAL FINANCIAL GROUP January 1998 - January 2000
THE PRINCIPAL FINANCIAL GROUP January 1996 - January 1998
THE PRINCIPAL FINANCIAL GROUP January 1989 - January 1996
Skills
Process Improvement, Documentation, Insurance, Business Analysis, Resource Management, Administration, Management, Software Documentation, SDLC, Requirements Analysis, Analysis, Team Building, Business Process, Training, Employee Benefits, MS Project, Six Sigma, Business Requirements, Project Planning, Visio
Education
University of Nebraska at Kearney 1984 — 1989
Bachelor of Science, Comprehensive Mathematics Major; Mathematics Education
University of Nebraska at Kearney 1984 — 1988
Bachelor of Science, Mathematics
California Casualty August 2000 - Present
Great-West Life and Annuity Insurance Company October 1997 - August 2000
The Principal Financial Group February 1989 - October 1997
Education
University of Nebraska at Kearney 1984 — 1988
BS Business Administration, Human Resource Management, Organizational Communications
The Principal Financial Group June 1991 - Present
Principal Financial Group June 1991 - Present
Education
University of Nebraska at Kearney 1987 — 1991
The Principal Financial Group July 2007 - Present
Hewitt Associates June 1998 - July 2007
Skills
Defined Benefit, 401k, Series 7, Defined Contribution, Pensions, Benefits Administration, ERISA, Retirement, Retirement Planning, Employee Benefits, Leadership
Education
University of Northern Iowa 1994 — 1998
Finance
West High School
The Principal Financial Group Assistant Vice President, Life & SBD Marketing and National Sales DeskPrincipal Financial GroupApril 1988 - August 2012
Education
University of Northern Iowa
The Principal Financial Group August 2006 - Present
Skills
Asset Allocation, Disability Income..., Estate Planning, Informal Business..., Term, Universal, and..., 401(k) Plans, Deferred Compensation..., Business Continuation..., Tax-Deferred Savings, Long-term Care, Buy-sell Agreements, Insurance, Series 7, Retirement, Loans, Securities, Disability Insurance, Wealth Management, Retirement Planning, Series 6, Life Insurance, Finance
Education
University of South Florida
BS, Chemistry
Principal Financial Group July 1995 - Present
The Principal Financial Group 1995 - Present
Aviva Life Insurance July 1995 - July 2000
Skills
Insurance, Marketing Communications, Fixed Annuities, Financial Services, Press Releases, Life Insurance, Series 6, Marketing, Direct Marketing, Series 7, Retirement, Relationship Management, 401k, Mutual Funds, Employee Benefits, Health Insurance
Education
University of Northern Iowa 1983 — 1987
B.A., Public Relations/Communications
The Principal Financial Group 2008 - Present
The Principal Financial Group 2006 - 2008
The Principal Financial Group 1991 - 2006
Skills
Insurance, Employee Benefits, Health Insurance, Account Management, Disability Insurance, Client Services, Business Analysis, Process Improvement, Customer Service, Life Insurance
Education
University of Nebraska at Kearney
Bachelor of Arts (BA), Business Administration and Management, General
The Principal Financial Group 2000 - Present
Iowa Army National Guard 1991 - 2000
Nyemaster Law Firm 1989 - 1992
Skills
Litigation, Insurance, Legal Research, Legal Writing, Research, Mergers & Acquisitions, Team Building, Customer Service
Education
Amercian Institute for Paralegal Studies 1986 — 1987
Paralegal Certification
University of Northern Iowa 1979 — 1982
BA, History major - Speech minor
Up With People International 1978 — 1979
N/A, International Relations and Affairs, N/A
The Principal Financial Group March 2014 - Present
The Principal Financial Group February 2004 - Present
The Principal Financial Group March 2001 - March 2004
The Principal Financial Group March 1998 - March 2001
The Principal Financial Group 1993 - 1998
Skills
Email Marketing, Marketing Communications, Marketing, Web Content Management, Web Design, Insurance, Corporate Communications, Strategic Communications, Direct Marketing, Internal Communications, Web Content, Web Development, Usability Design, Marketing Strategy, Copywriting, Integrated Marketing, Social Media, Social Media Marketing, Copy Editing, HTML/XML, Digital Marketing, Digital Strategy, Brand Development, Content Management, Newsletters
Education
College 1988 — 1992
University of Northern Iowa 1988 — 1992
BA, English
DuPont Pioneer February 2012 - Present
DuPont Pioneer February 2010 - February 2012
DuPont Pioneer September 2009 - February 2010
The Principal Financial Group November 2008 - June 2009
Skills
HRIS, Human Resources, Talent Management, Employee Engagement, Workforce Planning, Performance Management, Project Management
Education
University of Northern Iowa 2001 — 2005
B.A., Marketing
The Principal Financial Group September 2005 - Present
Skills
Series 6, Mutual Funds, Retirement, Retirement Planning, 401k, IRAs, Employee Benefits
Education
University of Northern Iowa 1994 — 1998
BA
Lockton Companies September 2001 - Present
The Principal Financial Group 1995 - 2001
Education
University of Northern Iowa 1991 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
City High
ICMA-RC September 2005 - Present
The Principal Financial Group December 2004 - August 2005
Fidelity Investments October 1989 - August 2004
Skills
401k, Mutual Funds, Insurance, Retirement Planning, Investments, IRAs, Wealth Management, Series 7, Series 63, Securities, Retirement, Asset Allocation, Investment Advisory, Pensions, Program Management, Team Building, Leadership
Education
University of Notre Dame 1973 — 1977
Bachelor's degree, American Studies