Emmett J. Vaughan Institute of Risk Management and Insurance

The Emmett J. Vaughan Institute of Risk Management and Insurance

Meet Our 2013-14 Students and Their Mentors

Click on a name below or scroll down the table for an introduction to our students and mentors.

Ali Rosenberg—Lara Baugh
Katie Adam—Lyle VanBuer
Yu Cao—Mark Mentzer
Caitlin Carney—Erin Sheriff
Qianwei Chen—Ming Lodh
Charlie Clark—Hal Larson and Jade Miner
Eric Cline—Rod Warren
Gia Gervase—Wade Sheeler
Bryn Gisel—Andy Aalderks, Rachel Ward
Lizzie Hague—Kurt Eaves
Adam Hay—Peter Berg
Ross Ingersoll—Kate Seward
Leah Jessen—Gail Steffen
Taylor Kuykendall—Karey Meek-Anderson, Merritt Krause, Paul Davis
Sean McGowan—Ryan White
Christine Murphy—Eric Schmit
Ali Ojikutu—David Blankenship
Michael Olczyk—Steve Merkey
Staci Pump—Lara Baugh
Kyle Robinson—Curran Putney
WanQien Tan—Vivian Liu
Drew Turner—Dana Ramundt
Matthew Vogel—Andy Lennette
Tony Walsh—Joe Adducci
Yemu Xu—Jun Song
Xiaofan Zhuang—Shuo Liu
Lara Baugh Ali's Mentor:
Lara Baugh
Director
Risk Management
John Deere, Moline, IL

Ali Rosenberg Ali Rosenberg
Vice President for Mentoring
Gamma Iota Sigma
BBA Finance
Graduation: May 2015
Des Moines, IA


My name is Ali Rosenberg and I am from Des Moines, Iowa. I am majoring in finance and management while pursing the risk management and insurance certificate. My anticipated graduation date is May 2015. I have been an active member of Gamma Iota Sigma for three semesters now and I am currently the Vice President of the Mentoring Program. I also serve on the executive board for Women in Business as Vice President. Currently, I am exploring different career options within risk management and insurance.

Lyle VanBuer

Katie's Mentor:
Lyle VanBuer
Associate Actuary
Modern Woodman of America
Rock Island, IL

Katie Adam

Katie Adam
BS Actuarial Science and Math
Graduation: May 2014
Bettendorf, IA


My name is Katie Adam and I am a senior at the University of Iowa. I am from Bettendorf, Iowa and I'm majoring in actuarial science and mathematics. I also plan to get my certificate in risk management and insurance. After graduation, I hope to find a career within the actuarial field. I am currently a member of the actuarial science club and Gamma Iota Sigma.

Mark Mentzer

Yu's Mentor:
Mark Mentzer
AEGON USA Realty Advisors
Cedar Rapids, IA

Yu Cao

Yu Cao
Actuarial Science
Graduation: May 2014
Kumning, China


My name is Yu Cao and I am from Kunming, China. I am a senior studying actuarial science and mathematics while getting the Risk Management and Insurance Certificate at the University of Iowa. I will graduate in May 2014. Making academic achievements is always my priority as an actuarial science student. I have passed two SO A exams so far. Meanwhile, getting involved in different student organizations on campus is also my goal. At present, I am the VP of Alumni & Student Relations at Gamma Iota Sigma. After graduation, I want to find an entry-level job as an actuary working in the insurance industry.

Erin SheriffCaitlin's Mentor:
Erin Sheriff
Associate Actuary
The Principal Financial Group
Des Moines, IA
Caitlin Carney

Caitlin Carney
Actuarial Science
Graduation: May 2014
West Des Moines, IA


My name is Caitlin Carney and I am from West Des Moines, Iowa. In May 2014, I will graduate with a major in Actuarial Science and a certificate in Risk Management and Insurance. I am a member of both the Actuarial Science Club and Gamma Iota Sigma, a professional insurance fraternity. I also enjoy my involvement in the UI Dance Department and the On Iowa! program, which helps acquaint first year students with the university. Upon graduation, I have accepted a job with Athene in West Des Moines as an Actuarial Associate. I plan to continue working on attaining my ASA credential and eventually hope to attain my FSAas well.

Ming LodhQianwei's Mentor:
Ming Lodh
Portfolio Analyst
AEGON Asset Management
Cedar Rapids, IA
Qianwei Chen

Qianwei Chen
BBA Finance and Human Resource Management
Graduation: December 2014
China


My name is Qianwei Chen and I come from China. I expect to graduate in December 2014 with a BBA in finance and management as well as a Risk Management and Insurance Certificate. I plan to become an active member of Gamma Iota Sigma this semester. I am willing to try something new. Getting involved in Mentoring Program will not only give me opportunity to interact with mentors but also help me be ready for entering the industry. After my graduation, I plan to start a career in financial industry.

Charles' Mentors:
Hal Larson Hal Larson
Recently Retired
Vice President, Risk Manager
Kent Corporation, Muscatine, IA
Jade Miner Jade Miner
Field Claims Representative
Cedar Rapids, IL

Charles Clark Charles Clark
BBA Finance
Graduation: May 2014
Peoria, IL


My name is Charlie Clark and I am from Peoria, Illinois. Currently, I am a Finance major also working towards my Risk Management and Insurance Certificate and will graduate in May 2014. During my final year at the University of Iowa, I hope to develop myself professionally, as well as, network with professionals to gain a better understanding of what it takes to be successful in the risk management and insurance industry.




Rod WarrenMichael's Mentor:
Rod Warren
President
NCMIC Insurance Company
Clive, IA
Eric Cline

Eric Cline
BBA Finance
Graduation: May 2015
LeMars, IA


My name is Eric Cline, and I am currently a junior at the University of Iowa. I am originally from Le Mars, Iowa and have been a Hawkeye my entire life. My major is finance, and I am also completing my Risk Management and Insurance Certificate. My expected graduation date is May 2015, with the possibility of graduating a semester early — given that I will be able to register for my future classes accordingly.

Wade SheelerGia's mentor:
Wade Sheeler
Risk Manager
Grinnell Mutual Reinsurance Company
Grinnell, IA
Gia Gervase

Gia Gervase
BBA Finance
Graduation: May 2015
Winfield, IL


My name is Gia Gervase, and I am a junior at the Tippie College of Business, receiving a BBA in Finance and a RMI Certificate. I am the Vice President of Mentoring for the student organization Women in Business, and am also involved in Student's to Assist Recruitment (STAR). I plan to join the fraternity associated with the RMI certificate, Gamma Iota Sigma and hope to get involved on the executive board. I hope to go into the Insurance and am exploring the different routes I could take with that industry. I am also very interested in real estate both commercial and residential and would be open to exploring mortgage banking and homeowner's Insurance.

Byrn's Mentors:
Andy Aalderks Andy Aalderks
Portfolio Analyst
AEGON USA
Cedar Rapids, IA
Rachel Ward Rachel Ward
Intermediate Specialist
Global Sales and Marketing
AEGON USA
Cedar Rapids, IA

Bryn Gisel

Bryn Gisel
BBA Finance, Business Mgmt
Graduation: May 2014
Maquoketa, IA


My name is Bryn Gisel and I am from Maquoketa, Iowa. I am currently a senior majoring in finance and business management as well as pursuing my Risk Management and Insurance Certificate at the Henry B. Tippie College of Business. I anticipate graduating in December of 2014. While pursuing my RMI certificate, I also am a member of the fraternity associated with the certificate, Gamma Iota Sigma. From participation in the mentoring program, I want to learn more about what risk management is all about and also get a sense for what career path I may take after school. I am excited to meet and be able to gain insight into the field of risk management from a professional. I am not sure yet exactly what career I would like to pursue after graduation, but my ideal job would either be working with insurance or some sort of financial analyzing. In my free time I enjoy watching as well as playing many sports.

Kurt Eaves Sean's Mentor:
Kurt Eaves
Vice President of Direct Underwriting and Production Grinnell Mutual Reinsurance Company, Grinnell, IA

Lizzie Hague

Lizzie Hague
BBA Finance
Graduation: May 2014
St. Charles, IL


My name is Lizzie Hague and I am from St. Charles, Il. I am a senior at the University of Iowa, studying finance while completing my Risk Management and Insurance Certificate. I will graduate in May 2014. I am an active member in Delta Sigma Pi (professional business fraternity) and Gamma Iota Sigma (professional business insurance fraternity) where I am currently the VP of Finance. Upon graduation I would like to work in the insurance field, but am undecided as to what specific career path I will take.

Peter Berg Lizzie's Mentor:
Peter Berg
Account Executive

TrueNorth Companies
Cedar Rapids, IA

Adam Hay

Adam Hay
BBA Finance
Graduation: May 2015
Blue Grass, IA


My name is Adam Hay and I am from Blue Grass, Iowa. I am currently a junior at the University of Iowa majoring in finance along with pursuing a certificate in risk management and insurance. I anticipate graduating in May of 2015. I am currently involved in numerous intramural sports and a member of the Hawkeye Wrestling Club. This semester I plan on joining Gamma Iota Sigma, which is the risk management, insurance and actuarial science fraternity. I am currently uncertain on what career path I would like to pursue after graduation. However, I would like to explore career paths within both finance and risk management and insurance.

Kate Seward Ross' Mentor:
Kate Seward
Commercial Underwriter
Allied Insurance
Des Moines, IA
Ross Ingersoll

Ross Ingersoll
BBA Finance and Sports Studies
Graduation: December 2014
Des Moines, IA


My name is Ross Ingersoll and I'm from Des Moines, Iowa. I'm majoring in Finance while also pursuing the RMI certificate and a Sports Studies minor and I'll be graduating in December 2014. Activities on campus that I've been a part of have been recently joining the Gamma Iota Sigma Fraternity for risk management, working for the University IMU, and being involved in intramurals. Besides attending the University of Iowa, I enjoy golfing, watching sports, being outside, and fishing. I'm an active, willing, and eager learner so I'm anxious to develop and learn professionally within the RMI Industry Mentors Program.

Gail SteffenAndrea's Mentor:
Gail Steffen
Vice President of Employee Benefits
Holmes Murphy & Associates
West Des Moines, IA
Andrea Bahr

Leah Jessen
BBA Finance
Graduation: May 2015
Waukee, IA


My name is Leah Jessen and I am from Waukee, Iowa. In May 2013 I will graduate with a BBA in Finance as well as certificate in Risk Management and Insurance. After graduation I plan on seeking a job in the finance or insurance department of a larger corporation somewhere in the Midwest. While pursuing my degree I plan on joining Gamma Iota Sigma, the fraternity associated with the RMI certificate. Outside of school I love traveling, sports, and being involved in 24:7, a campus ministry.

Taylor's Mentors:
Karey Meek-Anderson Karey Meek-Anderson
Assistant Vice President

Iowa Bankers Insurance Services Division
Johnston, IA
Merritt Krause Merritt Krause
President

Iowa Bankers Insurance Services Division
Johnston, IA
Paul Davis Paul Davis
Assistant Vice President
Iowa Bankers Insurance Services Division
Johnston, IA
Taylor Kuykendall

Taylor Kuykendall
BBA Finance and Spanish
Graduation: May 2015
Washington, IL


My name is Taylor Kuykendall and I am from Washington, IL. I am currently a junior at the University of Iowa majoring in Finance, minoring in Spanish, pursuing the International Business Certificate as well as the Risk Management and Insurance Certificate. My expected graduation date is May 2015. I hope to be working with insurance, financial analyzing, or as a personal financial advisor. My involvement on campus includes Alpha Kappa Psi, a professional business fraternity, where I am the Vice President of the Annual Chapter Report, Tippie Senate, and Alpha Chi Omega sorority.

Ryan White

Sean's Mentor:
Ryan White
Commercial Lines Underwriter
United Fire Group
Cedar Rapids, IA

Sean McGowan
BBA Finance
Graduation: May 2014
Urbandale, IA


My name is Sean McGowan and I just started my senior year at The University of Iowa. I will be graduating in May of 2014 with a BBA in Finance along with a Risk Management and Insurance Certificate. I grew up just outside of Des Moines in Urbandale, Iowa where I graduated from Johnston High School in 2010. I have been involved in the risk management and insurance fraternity Gamma Iota Sigma since spring of this year and am very intrigued by the industry and all that it has to offer. I am extremely excited to get involved with the mentoring program to continue enhancing my knowledge of the industry and seeing all the opportunity that lies ahead.

Eric Schmit Christine's Mentor:
Eric Schmit
Director
Commercial Mortgage Lending
AEGON USA Realty Advisors
Cedar Rapids, IA

Christine Murphy

Christine Murphy
BBA Finance and Entrepreneurial Management
Graduation: May 2014
Pocahontas, IA


My name's Christine Murphy, and I am from a small town in Northwest Iowa called Pocahontas. I am a senior at the University of Iowa graduating in May 2014. I am majoring in finance and entrepreneurial management with a certificate in Risk Management and Insurance. I have been very involved in Women and Business and Financial Management Association in the past couple of years and just recently became involved in the Brain Injury Alliance of Iowa. The past two summers I have interned at Transamerica working in their Corporate Finance area and with their 401K & 403B plans. I currently work at the Veteran's Affairs Hospital as an accounting technician. After graduation I hope to find a job somewhere in the Midwest working in the insurance business.

David Blankenship

Ali's Mentor:
David Blankenship
President
AEGON USA Investment Management, LLC
Cedar Rapids, IA

Ali Ojikutu

Ali Ojikutu
BBA Finance
Graduation: May 2014
Downers Grove, IL


My name is Ali Ojikutu and I am from Downers Grove, Illinois. I am majoring in finance, and also pursuing the risk management and insurance certificate. My expected graduation date is May 2014. I am currently the Vice President of Training for Business Student Ambassadors. I am also involved In Women in Business, Students to Assist Recruitment, and Gamma Iota Sigma on campus. After graduation, I intend to pursue a career in risk management, reinsurance, investments, or Corporate Finance.

Steve Merkey

Michael's Mentor:
Steve Merkey
Senior Actuary
United Fire Group
Cedar Rapids, IA

Michael Olczyk

Michael Olczyk
BBS Actuarial Science and Mathematics
Graduation: December 2014
Park Ridge, IL


My name is Michael Olczyk and I'm from Park Ridge, Illinois. I anticipate graduating in December 2014 with a double major in Actuarial Science and Mathematics, as well the completion of the RMI Certificate. Currently, I'm the V.P. for the Ambassador Program within Gamma Iota Sigma and a member of the Actuarial Science Club. I intend to pursue a career as an actuary, however, I am still contemplating a specialization. When I'm not preparing for my actuarial exams, I like to research investments, travel, cycle, and work on my golf skills.

Lara Baugh

Staci's Mentor:
Lara Baugh
Director
Risk Management
John Deere, Moline, IL

Staci Pump

Staci Pump
BBA Finance and Communication Studies
Graduation: May 2014
Rockford, IA


My name is Staci Pump and I am from Rockford, Iowa, a small town two hours northwest of Iowa City. I am a senior here at the University of Iowa enrolled in the Henry B. Tippie College of Business. I am majoring in finance and obtaining the Risk Management and Insurance Certificate. I serve on the executive board of Gamma Iota Sigma as Vice President of Social Events and Social Media. In the past year I have been an active member of the Vaughan Institute including participation in the Mentoring Program. I work part-time as an office assistant in the Departments of Accounting and Management & Organizations for the College of Business and I also tutor in the Judith R. Frank Business Communications Center. I plan to graduate in May of 2014 with my Bachelor of Business Administration degree. After graduation I hope to obtain a full-time job in a large Midwest City. I am seeking a career in a risk management, life insurance, or financial services field.

Curran Putney

Kyle's Mentor:
Curran Putney
Compliance Officer
Midwest One Bank
Iowa City, IA

Kyle Robinson

Kyle Robinson
BBA Finance and Economics
Graduation: May 2015
Des Moines, IA


My name is Kyle Robinson. I am from Crystal Lake, Illinois. I am a junior majoring in economics and finance as well as pursuing the RMI Certificate. I anticipate graduating in May 2015. I am currently the Director of Events for Hawktrade. Hawktrade is an organization that discusses different investment opportunities, and it is my job to find speakers. I am also involved with Gamma Iota Sigma, and College Republicans. I enjoy playing and watching different types of sports, along with reading a good book. Upon graduation I would like to do some type of portfolio management.

WanQien's Mentor:
Vivian Lui
Sovereign Analyst
AEGON Asset Management
Cedar Rapids, IA

WanQien Tan

WanQien Tan
BBA Finance and Economics
Graduation: May 2014
Sugang Jaya, Malaysia


WanQien Tan is part of the University of Iowa Honors Program and is a senior pursuing a B.B.A. in Finance and a B.S. in Economics. She is originally from Malaysia and is fluent in English, Mandarin, and Bahasa Malaysia. She has worked with a non-profit organization in her home country specializing in providing micro-credit loans to persons living below the poverty line. This has piqued her interests in risk management and has led her to delve more deeply into understanding the implications of risk and the application of resources to maximize opportunities. She loves playing the violin and discovering new dishes to cook.

Dana Raumndt Drew's Mentor:
Dana Ramundt
President
The Dana Company
West Des Moines, IA
Drew Turner

Drew Turner
BBA Finance
Graduation: May 2014
Des Moines, IA


I was born and raised in Des Moines, Iowa and attended Roosevelt High School. Being that Des Moines is known for its insurance and financial industry, growing up there influenced me in pursuing a degree in finance and a career in Insurance. I joined Gamma Iota Sigma last semester and I am also the member of the social fraternity, Phi Delta Theta, of which I was formerly an executive member. I got involved with Dance Marathon and Student Government as a sophomore and I am currently the Chief Financial Officer for UISG. I spent this past summer as the executive intern at EMC Insurance Companies, which allowed me to really expand my knowledge and exposure to the industry. Looking forward to my final year of school, I am going to be extremely busy with all that I am involved in on top of being a full time student, but hope to make it last. I am graduating in May and can't wait to see where I end up upon graduation.

Andy Lenette Matt's Mentor:
Andy Lennette
Director
Private Equity
AEGON USA Realty Advisors, LLC
Cedar Rapids, IA
Matthew Vogel

Matthew Vogel
BBA Finance
Graduation: May 2014
Manning, IA


My name is Matthew Vogel and I am from Manning, Iowa, a small town in the western part of the state. I am a Senior Finance major also pursuing the Risk Management Certificate, and I will graduate in May 2014. I am involved in Gamma Iota Sigma, the Career Leadership Academy, and I am the Executive Empowerment Chair for Campus Leaders Today, Career Leaders Tomorrow. After graduation I plan on taking the CFA level 1 exam right away in June of 2014. I want to start my career as an investment analyst, eventually working my way towards a portfolio management and leadership role. I hope to use the mentoring program to gain more insight into other areas of investments and to strengthen my communication skills.

Joe Adducci Tony's Mentor:
Joe Adducci
Tax Supervisor
McGladrey
Iowa City, IA
Tony Walsh

Tony Walsh
BBA Finance and Accounting
Graduation: May 2014
Dubuque, IA


My name is Tony Walsh and I am from Dubuque, Iowa. In May 2014, I will graduate with majors in Accounting and Finance as well as the RMI Certificate. Following graduation I will be seeking a career in public accounting, specifically taxes. I anticipate beginning studying for the CPA exam in the spring. Last spring I was involved in VITA and also worked at TaxACT, both proved to be valuable learning experiences that I look forward to doing again this year. I will also be joining Beta Alpha Psi this fall as well.

Yemu's Mentor:
Jun Song, CFA
AEGON USA Investment Management
Cedar Rapids, IA
Yemu Xu

Yemu Xu
BBS Actuarial Science, Math, Stats
Graduation: May 2015
China


Hello folks, my name is Yemu. I'm currently a junior majoring in Actuarial Science, Mathematics, Statistics while pursuing towards a certificate in RMI. I'm anticipating in graduating in May 2015. This semester announces my third year in Iowa City. While IC is very different from my hometown back in China- a beautiful coastal city named Wenzhou, it's eternal serenity and ever-lasting energy are reasons for me to have fell in love with it, and to continue to love it in the days to come.

Shuo Liu Xiaofan's Mentor:
Shuo Liu
Actuary
Transamerica
Cedar Rapids, IA
Xiaofan Zhuang

Xiaofan Zhuang
BBS Accounting and Finance
Graduation: August 14
Jinan China


My name is Xiaofan Zhuang, a senior student major in Accounting and Finance. I plan on graduating in summer 2014 then pursuing my master degree in Actuarial Science. After participating in the Vaughn Mentoring program for a semester, I obtained valuable advice from my career mentor and established the accessible pathway towards my future. Stemming from my interest in Risk Management, I am excited to pursue an MS in Actuarial Science and find a job in insurance industry in the future.

Lara Baugh is the director of risk management for Deere & Company since October of 2010. She has more than 20 years of finance and risk management experience. For nine of those years, she worked for Allied Waste Industries where her final position was vice president of risk management. In early 2009, following the acquisition of Allied, she joined Chartis where she ran their Dallas, Texas, claim office.

At Deere, she oversees the Risk Management Department where they are responsible for protecting the assets and earnings of the enterprise from material fortuitous loss through risk management strategy and insurance program design.

She is a current member of the Risk and Insurance Management Society and has served in various positions including past president for the Arizona chapter. She is also a member of the Risk Management Executive Council for FM Global.

She is a native of Scottsdale, Ariz., and she holds a B.S. degree in business from Arizona State University and has earned her CPA, CPCU, and ARM designations.

Hal Larson is the recently retired vice president and risk manager for Kent Corporation (F.K.A. Varied Investments Inc.), which is a holding company with the following operating subsidiaries: Grain Processing Corporation, Kent Feeds Inc., Kent Feeds Inc., DBA Evergreen Mills, Muscatine Corporation, Blue Seal Feeds Inc., Precision Foods Inc., and GPC Equipment Company. Muscatine Foods employs roughly 1,600 people in 16 states with both union and nonunion staff.

Hal has roughly 39 years of experience in the risk management and insurance industry, and his previous employment includes over 17 years with Farmland Insurance Companies, during which time he rose from field sales to the third level of company management. He left Farmland to join Muscatine Foods and has spent the last 22 years in their employ.

Hal is active in the Risk and Insurance Management Society (RIMS), and he currently serves as vice chair of the Member and Chapter Services Committee, a member of the RIMS Student Advisory Council, RIMS delegate, vice president of legislative affairs and co-webmaster for the Greater Quad Cities Chapter. He is a past president of the Greater Quad Cities Chapter of RIMS, and has served in virtually all chapter officer positions during his career.

Other risk management services undertaken by Hal include sitting on the FM Global Risk Managers Executive Council, the risk management committee for the City of Muscatine, the board of directors for Lutheran Homes, and as a consultant for a Des Moines-based risk retention group. Hal holds a bachelor's degree in finance with an insurance major from the University of Iowa, and a CPCU professional designation.



Lyle VanBuer, FSA, MAAA is a graduate of Iowa State University (1980) with a degree in Mathematics and a minor in Russian. He is currently an actuary at Modern Woodmen of America in Rock Island, IL where he has worked for 7.5 years. He is the Appointed Actuary for Modern Woodmen. He is responsible for setting the reserves held to cover future liabilities, conducting experience studies and setting assumptions used in pricing and valuation. He also oversees the actuarial exams given at Modern Woodmen.

Prior to working at Modern Woodmen, Lyle worked for 9.5 years at Royal Neighbors of America, also in Rock Island. He was in charge of the valuation of the liabilities there and also served as Appointed Actuary. Other places Lyle has worked in an actuarial capacity are Life Partners Group in Denver, CO, Mutual of Omaha in Omaha, NE, Northwestern Mutual in Milwaukee, WI, and the Iowa Insurance Department in Des Moines, IA.

Lyle has been married to his wife Kathy for 33 years. They have two adult children, neither of who wanted to be actuaries.

Gail Steffen provides employee benefits consulting and brokerage services for local, regional, and national clients. She has experience in benefit plan designs, health care data analysis, and the role of the insurance advisor in insurance and employee benefits. She joined Holmes Murphy seven years ago bringing with her more than 30 years of group insurance experience. Her background includes sales, service, underwriting, administration, and management.

Gail has experience on both the carrier and agency side in both large- and small-group and both insured and self-funded product.

Gail has her CPCU, HIAA, FLMA, and six parts of her CLU designations, and she has a bachelor’s degree from the University of Iowa.

Steve Merkey joined United Fire Group (UFG) in July of 2010 as an actuary in the accounting department. His primarily responsibility is estimating liability for unpaid losses (including claims not yet reported) and adjusting (both defense costs and other) expenses. Prior to joining UFG, he was employed by Wausau Insurance Companies in Wausau, Wisconsin as an assistant actuary. He became a Fellow of the Casualty Actuarial Society in 1996 and a Member of the American Academy of Actuaries in 1993.

Steve graduated in 1980 with majors in math and physics from the University of Northern Iowa. His first employment after graduation was as an application programmer with Wausau Insurance Companies. He soon transferred to the systems programming area and maintained operating system software until about 1989. At that time Steve moved to the actuarial department as a student actuary. Within the actuarial department he has experience in reserving, rate filings, internal profit center reporting, program (franchise and affinity group) pricing, and various other projects of a statistical and financial nature. His work has involved interaction with essentially every area within an insurance company which includes sales, underwriting, credit, claim, loss control, legal, finance, and senior management.

On a personal note, Steve is married and has four adult children along with two grandsons. He likes to spend some of his leisure time with active sports including biking, running, skiing, and disc golf.

After four year of journalist experience at Hebei TV in China, Hong (Vivian) Liu started her America career in 2001 as a risk analyst working for Federal Home Loan Bank in Des Moines. She spent three years working at the Investment Risk Management Department on various assets pricing, modeling, and asset-liability duration management.

Hong joined the investment team at AEGON in 2004. She works as a sovereign analyst covering the AEGON's investment in Asia. Hong primarily provides fundamental research and recommendations on Asian sovereign and quasisovereign credits. It includes analyzing political, social, and macroeconomic factors in order to determine the appropriated level of sovereign risk exposure for AEGON's investment portfolio.

Hong received her MBA in finance from Drake University in 2001; she is also a CFA chart holder.

Rod Warren is the president of the insurance companies and insurance agencies under the NCMIC Group umbrella. The insurance companies specialize in professional liability coverage for physicians, dentists, chiropractors, and lawyers. The insurance agencies provide insurance products to a variety of audiences from a number of national insurance companies. The companies have a presence in all 50 states. Rod joined NCMIC Group in 2001 as vice president of its annuity company, before moving to its professional liability companies.

Prior to NCMIC, Rod was director of Life and Annuity Operations for AmerUs Life/AVIVA from 1998 through 2001. Before joining AmerUs/AVIVA, Rod's career included roles at ING, Principal Financial Group, and Farmland Life Insurance Company.

Rod's work experience includes a variety of leadership roles in the annuity, life insurance, professional liability, and health insurance industries.

Rod earned his BBA in finance from the University of Iowa in 1986, his MBA from the University of Iowa in 1997, and partially completed his MSM/RMI at Florida State University. Rod is a CPCU, CLU, and FLMI/M in addition to completing approximately 10 other insurance designations. Rod serves on the board of directors of the UnityPoint Foundation and Employee & Family Resources.

Dave Blankenship is President of AEGON USA Realty Advisors, LLC and President of AEGON USA Investment Management, LLC. David's responsibilities include the coordination of business strategies and initiatives across the US asset management platform. In addition to these broad responsibilities, he is directly responsible for executing strategies in real estate, commercial mortgage loans, tax credit, and energy sector investing. He is also responsible for the development of the third-party asset management business in AEGON USA. During his 35-year career with AEGON, he has participated in the evaluation and assimilation of numerous strategic acquisitions.

David is a member of the Counselors of Real Estate, an international consulting organization and President of the AEGON/Transamerica Foundation. He also sits on the Executive Board of the Boy Scouts of America and is active in numerous not-for profit agencies working with young people. He was awarded a Bachelor degree in Business Administration from the University of Iowa and a Master of Business Administration from Marquette University.

Peter Berg has specialized in formulating and executing enterprise risk management practices for Transportation Companies that utilize nonasset-based and asset-light capacity models since 2007. Peter's primary focus is architecting cohesive strategies that contemplate legislative and regulatory compliance, administrative efficiencies, technology utilization, capacity maximization, and risk transfer.

Peter also coordinates strategic industry partnerships which further lend efficiencies in protecting and maximizing nonasset and asset-light capacity models.

Peter is an active member of the American Moving and Storage Association (AMSA). He is also actively involved in the Intermodal Association of North America (IANA), Truckload Carriers Association (TCA), and the National Advanced Driving Simulator (NADS).

Peter graduated from the University of Iowa with a BBA in finance with emphases in risk management and insurance.

Mark Mentzer is Director, AEGON USA Realty Advisors, LLC. Mark's responsibilities include the origination of commercial mortgage loan investments for AEGON affiliated companies and various non affiliated clients in Louisiana and Texas and investing an allocation of the annual $2.5 billion to $3.0 billion in mortgages secured by commercial property throughout the United States. He has been involved in the origination of over $1 billion in commercial mortgage loans in markets throughout the US over the past 14 years.

Prior to his current position Mark spent 10 years with various AEGON companies gaining invaluable experience in the financial services sector as well as in marketing, training, recruiting and business development. Mark was also selected to participate in a leadership development program rotating between the departments of the AEGON Asset Management division.

Mark received a Bachelors of Science degree from Luther College in Management and Economics. He holds a CLU (Chartered Life Underwriter) and a CCIM (Certified Commercial Investment Member) designation.

Kurt Eaves has spent his entire professional career (25 years) in the field of property and casualty insurance and risk management. He graduated from the University of Iowa in 1985 with a B.S. degree in biomedical engineering.

Grinnell Mutual Reinsurance Company: In 2012, Kurt moved to Grinnell, Iowa, to take a position as the vice president of Direct Underwriting and Production. Kurt oversees all commercial and personal lines underwriting, as well as marketing duties for the independent agencies affiliated with their member mutual insurance companies.

Kurt has worked with a wide variety of commercial businesses in his career from small businesses to global Fortune 500 accounts. The functional areas he has worked in have included loss control engineering, sales, marketing, underwriting, and retail insurance brokerage.

Indiana Insurance: In 2010, Kurt took a position with Liberty Mutual's Agency Markets Group as an AVP Underwriting for the five-state western region based in West Des Moines, Iowa. Kurt has P&L accountability for a commercial book in excess of $100,000,000 with an underwriting staff of 21 associates.

Nationwide/Allied: In 2003, Kurt moved back to his home state of Iowa as a result of an opportunity in Des Moines with Allied Insurance, a subsidiary of Nationwide Insurance. He held various positions with the company, and left in 2009 as the marketing leader for the Allied brand. While at Allied, Kurt was also the marketing leader for the Nationwide commercial brand.

Kurt has also worked for Brown & Brown as a broker, developing its agency marketing department and managing several large affinity programs. Before Brown & Brown, he worked at the Hartford where he managed commercial lines underwriting for middle market business. He also spent 11 years at the beginning of his career with Kemper Insurance where he held a license as a professional engineer in fire protection engineering in the states of Texas and Kansas.

Wade Sheeler is currently the corporate risk manager for Grinnell Mutual. He has been employed by Grinnell Mutual for approximately 18 years in various positions throughout the company, including auditing, marketing services, research and development, Grinnell Life, and corporate development. He is a graduate of Drake University with a BSBA with majors in finance and insurance, B.A. in economics, and an MBA.

He received the CPCU designation in 1995 and CIC designation in 1997. He is the recipient of nine designations from the AICPCU and recently received his CRM (Certified Risk Manager) designation from the National Alliance of Insurance Education and Research.

Wade has been active in a variety of professional insurance organizations. He is a past president of the Heartland Chapter of Insurance Compliance Professionals, past president of the Iowa Chapter of CPCU. He served five years on the Budget & Finance Committee of the CPCU Society, and is currently serving on the Audit Committee. He is a past north central governor for the CPCU Society and is completing his fourth year of service as a member of the board of directors for the CPCU Society. He was recently appointed to the Mentoring Advisory Council of the Emmett J. Vaughan Insurance Institute at the University of Iowa.

He is a member of the CPCU Advisory Committee for the AICPCU, Iowa Education Committee for CIC, and the Examinations Review Committee for the Iowa Insurance Division.

Dana Ramundt, BBA74, is president and CEO of The Dana Company, an independent insurance agency he founded in Des Moines, Iowa, currently serving clients in 22 states. His career, with the exception of a two-year stint as regional vice president of a securities firm, has been in insurance agencies in Mason City and Des Moines, prior to starting The Dana Company in 1989.

Ramundt served his community as county campaign chairman and president of the Cerro Gordo County United Way and founder of a Crime Stoppers program in 1982. He has served the insurance industry as president of two county independent insurance agents' associations and as president of the Independent Insurance Agents of Iowa, and most recently served on the board of the Independent Insurance Agents and Brokers of America. He was on the board of trustees of Kaplan University for 19 years and is currently a board member of project InVEST, a national program for the introduction of the insurance industry to high school and college students. Ramundt initiated the reestablishment of the insurance program at the University of Iowa which has now evolved into the Vaughan Institute.

Andy Aalderks joined AEGON in 2003 and is an intermediate portfolio analyst in the Portfolio Management Group for AEGON USA Investment Management LLC. Andy is the lead analyst for the Institutional Savings and Retirement Division and provides extensive analytical support for portfolio managers and senior management. He also advises on projects related to data infrastructure, liquidity management, and reinsurance. Andy received his BBA and MBA from the University of Iowa.
Rachel Ward joined AEGON in 2008. Rachel is a portfolio analyst with the Portfolio Management Group. Prior to taking the position in Global Sales, Rachel was the primary analyst for the Employer Solutions & Pensions Division. Rachel is responsible for providing analytical support for portfolio managers and divisional clients. She also oversees the Portfolio Management intern training program. Prior to her current role as a portfolio analyst, Rachel was an intern in the Portfolio Management Group. Rachel received a BBA in finance from the University of Iowa.

Ming Lodh started her career in 1997 as an information technology analyst working for Principal International, a subdivision of Principal Financial Group in Des Moines. She spent four years with Principal working in multiple IT roles such as application developer, system developer, and database administrator.

In 2001, Ming enrolled in the Tipple Full-Time MBA Program with a concentration in finance. She was accepted to AEGON's Leadership Development Program in 2003 and was placed in the Investment Division Quantitative Research Group in 2005. She has worked in the Investment Risk Management group since 2007.

Ming has expertise areas that include Investment performance attribution, economic capital framework and portfolio Risk analytics. Ming is also a CFA chart holder and a Financial Risk Manager.

Eric Schmit is Director of AEGON USA Realty Advisors, LLC. Eric's responsibilities include directing loan production for South Florida, Kentucky, Tennessee, Mississippi and Alabama and investing an allocation of the annual $2.5 billion to $3.0 billion in mortgages secured by commercial property throughout the United States. Eric has been involved in producing loans throughout most east coast states in his 19-year career at AEGON USA Realty Advisors. Eric has also been responsible for developing and implementing loan workout strategies for sub-performing and non-performing loans resulting in favorably modified loans with negotiated terms acceptable to both lender and borrower.

Eric holds a Masters of Business Administration from the University of Iowa, a Bachelors degree in Finance with Real Estate emphasis from the University of Northern Iowa and has completed several courses sponsored by the Appraisal Institute. Eric received his CCIM designation from the Commercial Investment Real Estate Institute in 2008.

Ryan White graduated from the University of Iowa in May 2006 with a major in finance. He began his career with United Fire Group in June of 2006 as a commercial underwriter trainee and currently serves as Senior Commercial Underwriter. Underwriters have many responsibilities, but the most important is managing a profitable book of business, while seeking opportunities for premium growth. He has completed the Associate in Commercial Underwriting (AU) designation and the Chartered Property and Casualty Underwriter (CPCU) program. He suggests reading Designated for Success by Donald Hurzeler for anyone interested in a career in the insurance industry. In his spare time he enjoys running, watching the Hawks, and spending time with his wife.

Erin Sheriff is originally from West Des Moines, IA. Erin joined Principal Financial Group in 2007 in the US Insurance Solutions division. Her main responsibilities are pricing group life insurance products including basic life, voluntary life, dependent life and accidental death & dismemberment. She is also responsible for risk management of the group life products by maintaining appropriate reinsurance levels and underwriting guidelines.

Jade Miner is a 2010 graduate from the Tippie College of Business (Finance) as well as the Vaughan Institute. Jade met Dave Conner, United Fire Group's Vice President and Chief Claims Officer at the Dana Ramundt Golf Outing his senior year at Iowa. Dave contacted him and advised him that they had a Claims Trainee position open and the rest is history. He began his career at United Fire Group as a Claims Trainee in June of 2010. Jade completed that program and was promoted to an inside claims representative in the Spring of 2011. A Field Claims Representative position became open in October of 2011 and he was promoted to that position and has been in that role ever since. Jade married his beautiful wife last October and they have a wonderful 4 month old daughter, Reese. In his now somewhat limited free time, he enjoys golfing and watching football.

Kate Seward graduated from Iowa in 2009 with a degree in Marketing and the Risk Management and Insurance Certificate. Throughout college she held internships in insurance and contracted with through the MBA program. This experience helped shape the rest of her career in insurance. Once she graduated she moved to Des Moines, IA and started working for Allied Insurance, a Nationwide Company. She started in claims handling non-injury automobile accidents. Within a year she was promoted and moved departments to handle claims involving injuries. She handled anything from a minor injury to fatalities. This was a great learning experience so early on in her career. After a year in that role she came to commercial underwriting. Kate started with a rigorous eight month training program and has been serving the states of Maryland and Delaware for just over a year. She enjoys traveling to see her agents as well as maintaining a great relationship with them. Currently, Kate lives in downtown Des Moines with her fiancee and enjoys traveling, trying new restaurants and finding new trails to run on.
Karey Meek-Anderson had been with IBIS for 28 years. In her current position she trains agents and financial advisors to offer the most competitive products for their client needs. The company provides numerous continuing education and informational seminars for clients and their customers throughout the year. She recently began a mentoring program for agents and financial advisors new to the insurance business.

Karey has served as: Past President, State of Iowa Association of Health Underwriters; Past Chair, Iowa Insurance Hall of Fame; Education Committee, Independent Insurance Agents of Iowa; and Board members, Senior Market Advisory. She Co-Author, NAHU Agent Primer for Long Term Care insurance and speaks at national conventions for the American Association for Long Term Care Insurance.
Merritt Krause graduated from the University of Iowa in 1974, triple-majoring in Business Administration, Finance, and Insurance and minoring in Accounting. He worked seven years for Crum & Forster Insurance Companies in positions ranging from Marketing Representative to Production Manager of a two-state region. In 1980, Merritt completed the Chartered Property and Casualty Underwriter designation, and the certified Insurance Counselor Designation in 1992.

Merritt was appointed Senior Vice President of Iowa Bankers Insurance and Services, Inc. in 1991. Also named President of Iowa-Midwest Insurance Company, Mid America Banking Insurance Services, Inc. and Chief Operating Officer of the Iowa Bankers Benefit Plan and a staff representative of the Iowa Bankers Association Board of Directors. In 1997, he was named Executive Vice President of Iowa Bankers Insurance and Services, Inc. in 1997 and he was promoted to President of Iowa Bankers Insurance and Services, Inc. in 2003.

Krause has been a member of the Delta Dental Board of Directors from 2000 to June 2013. He served as Chairman of the Finance and Audit Committee and a member of the Executive and Compensation Committee.
Paul Davis started working in insurance in 1998. He began his career working in employee benefits focusing in group health and supplemental benefits. In 2001 he moved to a commercial and personal lines agency and focused on property and casualty insurance for individuals and small businesses while continuing to work with group health and benefits. Upon arriving at Iowa Bankers Insurance and Services in 2008 he began to focus exclusively on Health insurance and Long-Term Care insurance. He currently holds designations as Registered Health Underwriter (RHU), Registered Employee Benefits Consultant (REBC), and Certified in Long Term Care (CLTC)

Davis is actively involved in his local community of Clinton, IA where he has served on the Iowa Workforce Development Regional Board, Chamber of Commerce Leadership Board, and served as a youth coach for baseball, softball, volleyball and basketball. He currently is President of the Board for the Clinton Lumberkings, a Class A minor league affiliate of the Seattle Mariners.
Curran Putney is a Compliance Administrator for Mid West One Bank in Iowa City. Curran's Responsibilities include performing compliance monitoring to ensure the all areas of the bank are adhering to regulatory guidelines. In addition to these duties he also tracts and monitors the banks activities which it will report under the Community Reinvestment Act (CRA). Other areas of focus include providing technical compliance input related to the deposit function of the bank. Prior to his current position Curran worked as an EFT Specialist in MidWestOne's Deposit Operations department where he investigated EFT Fraud.

Before moving into a career in banking Curran was a Claims Adjuster Specialist for Grinnell Mutual Reinsurance Company, where he focused on auto and farm liability claims.
Joe Adducci provides tax compliance and consultation services to a variety of business entities as well as individual clients. He focuses primarily on closely held partnerships and S corporations. Joe has practiced public accounting for more than 6 years. In his current role, Joe delivers advice and consultation regarding tax matters, assists businesses and individuals structure and report multifaceted tax transactions, and is responsible for ensuring that tax returns prepared by the firm are accurate and complete.

His professional affiliations and credentials include: Certified Public Accountant and American Institute of Certified Public Accountants. Joe graduated with a BBA from the University of Iowa and a MAS from Northern Illinois University.
Jun Song is the group leader of performance measurement for AEGON Asset Management in Cedar Rapids. He supervises investment analysts to execute the performance measurement functions over the $100 billion asset pool invested in a spectrum of bonds, and structural products. His core functions include creating customized benchmarks, maintaining performance and analytics models, conducting risk and attribution , and supporting the investment decision making with customized analysis and reports. Jun assists with third-party asset management initiatives and works closely with portfolio managers and sales teams to customize/create reports for large external relationships, consultant databases, and RFPs.
Shuo Liu is an actuary working at Transamerica Life Insurance Company ( a member of the AEGON Group). At present, he is a member of the Pricing / Product Development team for Individual Saving and Retirement (ISR) division of Transamerica. He started his actuarial career as an intern at Transamerica in 2003, and is a fellow of society of actuaries (FSA) and also a charter holder of CFA Institute (CFA). He has two master degrees from the University of Iowa; one is a MBA and the other is in Actuarial Science. His undergraduate degree is a BA in English and Diplomacy at the Foreign Affairs of China. His wife is an actuary, too, working in the same company. They have two daughters and live in Hiawatha, Iowa.
Andy Lennette is the Director of AEGON USA Realty Advisors, LLC. Andy's responsibilities include sourcing, underwriting, asset management and research activities related to natural resource investments and commodity markets for AEGON USA Realty Advisors. In addition, Andy is responsible for the product development, placement and investment management activities associated with a potential third-party asset management strategy in natural resources. Prior to joining Realty Advisors in 2007, Andy was a portfolio analyst with the Hancock Timber Resource Group in Boston, Massachusetts; a consulting forest biometrician with Mason, Bruce & Girard in Portland, Oregon; and various public and private natural resource management groups in the Western United States. Andy has approximately 12 years of natural resources experience.

Andy holds a Masters of Business Administration degree from the University of Arkansas at Little Rock, a Master of Science degree in Forest Biometrics from Oregon State University, and a Bachelor's degree in Forestry and Natural Resources Management from California State Polytechnic University. He has the Chartered Financial Analyst designation and is a FINRA Registered Representative (Series 7) and a Registered Investment Advisor Representative (Series 66).