Bank Iowa - West Des Moines since Apr 2012
Internal Audit Director
Wells Fargo Jul 2009 - Apr 2012
Operational Risk Consultant
Wells Fargo Jul 2004 - Jul 2009
Senior Audit Leader
Roth & Company, P.C. Aug 2000 - Jul 2004
Senior Accountant
Education:
University of Iowa - Henry B. Tippie College of Business 2007 - 2011
MBA
University of Northern Iowa 1996 - 2000
BA, Accounting
Skills:
Auditing Estate Planning Business Overhead Deferred Compensation Plans Sep and Simple Iras Banking Accounting Financial Needs Analysis Executive Benefits Sep Universal Life Insurance Business Overhead Expense Disability Income Annuities Iras Investments Informal Business Valuation Process Improvement Strategic Planning Asset Allocation Income Protection Des Mutual Funds Strategic Financial Planning Buy Sell Review Disability Income Insurance Buy Sell Agreements Donor Development Risk Management Microsoft Excel Executive Benefits Strategies Supplemental Retirement Income Credit Wealth Accumulation Key Person Insurance Deferred Compensation Survivor Income Financial Analysis Salary Continuation College Funding Strategies Sarbanes Oxley Act 66 Registrations Budgets Financial Reporting Supplemental Retirement Term Life Insurance Business Continuation Strategies Business Continuation Informal Business Tax Deferred Savings College Funding Analysis Series 7
Youtube
How Could Inflation Impact My Retirement?
Retirement Planners Loren Merkle and Chawn Honkomp are the "contestant...
Duration:
6m 32s
The Most Searched Retirement Questions - Part 1
Retirement Planners Loren Merkle and Chawn Honkomp answer those questi...
Duration:
5m 54s
How to Decide: Term vs. Permanent Life Insura...
In this video, Retirement Planner Chawn Honkomp talks about the pros a...
Duration:
4m 37s
What Will Retirement Look Like in the Future?
... and Jennifer Park (aka Retirement Planners Chawn Honkomp and Loren...
Duration:
6m 58s
How to Maximize Your Retirement Savings
In this clip from Retiring Today with Loren Merkle, Retirement Planner...
Duration:
9m 8s
Showcase Showdown: Is The Price Right for Ret...
Retirement Planners Loren Merkle and Chawn Honkomp, try to guess what ...