Summary
Overview
Work History
Education
Skills
Websites
Certification
Leadership Experience
References
Timeline
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Dakota Schau

Des Moines,IA

Summary

Dynamic Administration Specialist with a proven track record at Principal Financial Group, adept at managing high-volume workflows and enhancing operational efficiency. Skilled in data analysis and effective communication, I successfully processed over 650 asset transfers, driving client acquisition and optimizing lead follow-up strategies.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Administration Specialist

Principal Financial Group
05.2024 - 06.2024
  • Managed high-volume workflow to process 401(k) asset transfer leads, averaging 30-35 dispositions per hour, eventually leading to 650+ roll-ins
  • Initiated follow-up action via automated call system using protocol-based lead analysis

Bartender

Paddy's Irish Pub
09.2023 - 05.2024
  • Tracked and managed bar inventory, optimizing procurement and reducing shortages
  • Designed and delivered staff training modules to raise procedural compliance and service standards

Intern

UBS-Alpha Wealth Consulting Group
06.2023 - 08.2023
  • Built and refined a high-net-worth prospect database totaling $300M to streamline targeting efforts
  • Analyzed 401(k) plan participation data to uncover growth opportunities and improve client acquisition strategies

Finance Intern

Southland Holdings
05.2022 - 08.2022
  • Developed Excel-based tracking models for machine usage, boosting financial visibility and reporting
  • Supported leadership in assessing equipment losses from cyber incidents with detailed cost analysis
  • Logged and reconciled machine-hour data across divisions to ensure accurate usage reporting

Recreation Attendant II

The Marq Southlake
06.2019 - 08.2021
  • Created scheduling strategies to maximize staff efficiency during peak summer programming
  • Analyzed and reported on program participation and revenue to support leadership decisions

Education

Bachelor of Science - Finance

Iowa State University
Ames, IA
05.2024

Skills

- Investment Products

- Suitability Analysis

- Microsoft Excel

- Adaptability

- Effective Communication

- Data Analysis

Certification

  • Securities Industry Essentials (SIE), FINRA, 03/24
  • Series 66, Expected 07/24

Leadership Experience

Delta Tau Delta, New Member Mentor, Executive Team, Spring 2021-Spring 2024

  • Mentored incoming members and contributed to strategic initiatives across leadership team, Drove recruitment and retention goals by fostering a culture of accountability and engagement

References

References available upon request.

Timeline

Administration Specialist

Principal Financial Group
05.2024 - 06.2024

Bartender

Paddy's Irish Pub
09.2023 - 05.2024

Intern

UBS-Alpha Wealth Consulting Group
06.2023 - 08.2023

Finance Intern

Southland Holdings
05.2022 - 08.2022

Recreation Attendant II

The Marq Southlake
06.2019 - 08.2021

Bachelor of Science - Finance

Iowa State University

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