Proven leader at Principal Financial Group, adept in strategic planning and operational leadership. Excelled in fostering high-performance cultures, enhancing team collaboration, and driving significant improvements in performance metrics. Skilled in negotiation and decision-making, consistently delivered projects on time and within budget, achieving notable organizational cohesion and cost reductions.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Assistant Vice President of Retirement Operations
Principal Financial Group
2022.08 - Current
Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
Managed a diverse portfolio of projects, ensuring that each project met established quality standards and delivered expected results on time and within budget.
Implemented data-driven decision-making processes, leading to more informed strategic choices and improved overall performance metrics.
Attended weekly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, policies and decisions.
Reduced costs by negotiating vendor contracts and identifying areas for potential savings within department budgets.
AVP- Life New Business and Underwriting
Principal Financial Group
2018.12 - 2022.08
Managed projects efficiently, ensuring timely delivery and high-quality results.
Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
Developed and maintained strong relationships with clients, resulting in increased business opportunities.
Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
Successfully managed change within the organization, ensuring smooth transitions during periods of restructuring or process improvements.
Promoted and led performance enhancement culture by actively coaching and mentoring direct reports.
Director - New Business and Underwriting Ops
Principal Financial Group
2016.03 - 2018.12
Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
Assistant Director- New Business and Underwriting
Principal Financial Group
2013.03 - 2016.03
Education
Bachelor of Arts - Sports Management/Marketing
Iowa State University
Ames, IA
Skills
Decision Making & Judgment
Negotiation
Recruitment / Human Resources
Strategic Planning
Performance Improvement
Operational leadership
Business Leadership
Management Team Building
Certification
Chartered Life Underwriter (CLU)
FLMI
Timeline
Assistant Vice President of Retirement Operations
Principal Financial Group
2022.08 - Current
AVP- Life New Business and Underwriting
Principal Financial Group
2018.12 - 2022.08
Director - New Business and Underwriting Ops
Principal Financial Group
2016.03 - 2018.12
Assistant Director- New Business and Underwriting
Principal Financial Group
2013.03 - 2016.03
Bachelor of Arts - Sports Management/Marketing
Iowa State University
Chartered Life Underwriter (CLU)
FLMI
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