Lincoln Financial Distributors
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Lincoln Financial Distributors Employees
Prudential Financial October 2012 - Present
Prudential Financial February 2010 - October 2012
Synygy August 2009 - January 2010
Lincoln Financial Distributors February 2008 - April 2009
Lincoln Financial Group September 2006 - February 2008
Lincoln Financial Group September 2001 - September 2006
Skills
Product Management, Competitive Analysis, Marketing Strategy, Product Development, Strategic Planning, Process Improvement, Management, Sales Management, Strategy, Sales, Product Launch, Problem Solving, Project Planning, Business Intelligence, Marketing, Program Management, Project Management, Business Development, Risk Management, Cross-functional Team..., Product Marketing, Business Analysis, Vendor Management, Business Strategy, Analysis, Financial Services, Training
Education
Ball State University - College of Business 1999 — 2001
MBA, Information Systems
Manchester University 1995 — 1999
BS, Business Administration/Marketing
The Boston Consulting Group June 2015 - August 2015
Lincoln Financial Distributors July 2012 - May 2014
Operation Ava February 2012 - June 2012
Lincoln Financial Distributors August 2011 - February 2012
Lincoln Financial Group July 2010 - August 2011
The Consulate of Canada January 2007 - April 2007
Skills
Leadership, Integrated Marketing, Market Research, Marketing, Social Media Marketing, Project Management, Social Media, Analytics, Project Planning, Newsletters, Research, Data Analysis, Marketing Communications, Strategy, French, Strategic Planning, Public Speaking, International Business, Competitive Analysis, Strategic Partnerships, Business Process..., Product Marketing, Financial Services, Investments, Customer Service, PowerPoint, Business Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
TEMPLE UNIVERSITY, Fox School of Business 2004 — 2010
Bachelor, Business Administration; Finance and International Business
Lincoln Financial Distributors September 2015 - Present
Lincoln Financial Distributors February 2015 - September 2015
Whitford Country Club May 2013 - August 2014
Skills
Customer Service, Customer Satisfaction, Public Speaking, Sports, Social Media, Time Management, Microsoft Excel, Microsoft Word, Facebook, Teaching, Teamwork, Athletics, PowerPoint
Education
Bloomsburg University of Pennsylvania 2010 — 2014
B.S. Business Education, Business Education
Twin Valley High School 2006 — 2010
The Bensinger Group, Inc. October 2014 - Present
Lincoln Financial Distributors April 2006 - September 2014
Lincoln Financial Distributors December 2001 - April 2006
TBG Financial December 1999 - December 2001
CRG Financial Services, Inc. April 1999 - December 1999
Compensation Resource Group, Inc. August 1994 - April 1999
Mullin Consulting October 1993 - August 1994
Worldwide Church of God June 1991 - October 1993
Ambassador International Foundation June 1989 - April 1990
Education
College for Financial Planning
Masters of Science, Financial Planning
Ambassador University 1985 — 1991
Bachelor of Liberal Arts, Theology
UCLA 1993 — 1994
Coursework in Accounting
Vanguard August 2014 - Present
Vanguard December 2013 - August 2014
Vanguard October 2011 - December 2013
Lincoln Financial Distributors November 2006 - January 2012
First Commonwealth Federal Credit Union June 2002 - November 2006
Fleet Boston Financial 2000 - 2002
Skills
Series 7, Series 24, Series 6, Series 63, Series 65, Investments, Mutual Funds, Retirement, Financial Services, Leadership, ETFs, 401k, Retirement Planning, Fixed Annuities, Relationship Management, Investment Advisory, Sales, Management, FINRA, Marketing, Asset Management, Investment Strategies, Insurance, Financial Advisory, Variable Annuities, Finance, Strategic Planning, Asset Allocation, Life Insurance, Business Planning, Strategic Financial..., Long-term Care, Securities, Wealth Management, Portfolio Management, Life & Health Insurance..., Estate Planning, Defined Contribution, Long Term Care Insurance, Sales Process, Financial Planning, Certified Financial...
Education
Kaplan University 2013 — 2014
Certified Financial Planner®
Holy Family University 2011 — 2013
MBA, Master of Business Administration
DeSales University
BS, Finance, Marketing
William Allen High School 1993 — 1997
ALM Media, LLC March 2015 - Present
SharedXpertise Media LLC April 2013 - January 2015
Hands-On Seminars June 2012 - April 2013
Dress for Success Worldwide September 2007 - December 2011
Kaplan Test Prep and Admissions June 2010 - October 2011
Kaplan Test Prep November 2009 - May 2010
Baruch College, Zicklin School of Business May 2008 - July 2009
New York Life Insurance Company November 2004 - May 2007
Lincoln Financial Distributors April 2003 - October 2004
The Guardian Life Insurance Company of America September 2000 - March 2003
Skills
CRM, Marketing, Event Management, Social Media, Program Management, Public Relations, Public Speaking, Management, Lead Generation, Recruiting, Staff Development, Community Outreach, Business Development, Event Planning, Business Relationship..., New Business Development, Marketing Strategy, Nonprofits, Higher Education, Admissions, Social Media Marketing, Volunteer Management, Volunteer Training, Account Management, Copywriting, Enrollment Management, Student Recruitment, Higher Education..., Alumni Relations, Staff Management, Territory Planning, Direct Sales, Graduate Recruitment, Relationship Marketing, Partnership Development, MBA, Event Marketing, Consultative Selling, Developing Client..., Non-profits, Salesforce.com, Pipeline Management, Drupal, WordPress, Association Management, Corporate Website...
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Master of Business Administration (M.B.A.), Marketing
Millersville University of Pennsylvania
Bachelor's Degree, Psychology
BNY Mellon November 2011 - Present
Lincoln Financial Distributors July 2010 - November 2011
Lincoln Financial Advisors January 2010 - May 2010
Skills
Investments, Insurance, Wealth Management, Financial Modeling, Cash Flow, Financial Analysis, Underwriting, Finance, Portfolio Management, Mutual Funds, Financial Advisory, Asset Management, Customer Service, Management
Education
Adelphi University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
Saint Josephs Highschool, Metuchen NJ 2002 — 2006
Bachelor of Science (BS), Finance, General
Bayhealth Wound Care Center June 2012 - Present
LevLane Advertising March 2008 - June 2011
Lincoln Financial Distributors April 2004 - March 2008
Portfolio Marketing Group February 1992 - November 2003
Skills
Advertising, Event Planning, Process Scheduler, Creative Direction, Administrative..., Budgets, Filing, Customer Service, PowerPoint, Microsoft Excel, Drawing, Watercolor, Project Management
Education
Art Institute of Philadelphia 1982 — 1984
Associates Degree in Specialized Technology, Commercial Art, Illustration
Polytech Adult Education 2011 — 2012
Certified Medical Administrative Assistant, Health/Health Care Administration/Management, 96 average
Sentinel Investments January 2015 - Present
Lincoln Financial Distributors November 2011 - January 2015
Invesco Ltd. (Formely Van Kampen/Morgan Stanley Investments) February 2010 - November 2011
Northwestern Mutual 2007 - 2009
Self Employed 2002 - 2007
Skills
Series 66, Series 7, Mutual Funds, Investments, Asset Management, Annuities, Wholesaling, Salesforce.com, Sales Presentations, New Business Development, Sales, Retirement Planning, Financial Markets, Public Speaking, Fixed Annuities, FINRA, Financial Services, Financial Advisory, Separately Managed..., Investment Strategies, ETFs, Variable Annuities, Series 6, Asset Allocation, Series 63, Wealth Management, 401k, Series 65, Retirement, Equities, Alternative Investments, Securities, Investment Management, IRAs, Series 24, 401k Rollovers, Life Insurance, Investment Advisory, Retirement Plan..., Fixed Income, Long-term Care, Finance, Portfolio Management, Strategic Financial..., Life & Health Insurance..., Insurance, Hedge Funds, Relationship Management, Roth IRA, Management
Education
Chapman University 2000 — 2003
MFA, Film and Television Production
University of Iowa 1995 — 1999
BA, English and Communication Studies
Law Offices of Tacopina Seigel & Turano, P.C. May 2014 - September 2014
Lincoln Financial Distributors April 2013 - September 2013
EMC April 2012 - June 2012
SocialFlow August 2011 - March 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Pennsylvania 2013 — 2015
Bachelor's Degree, Political Science and Government, Senior
Drexel University 2010 — 2013
Bachelor's Degree, Political Science and Government
Dearborn Partners October 2011 - Present
American Funds Distributors, Inc September 2004 - July 2009
Lincoln Financial Distributors May 2002 - September 2004
Van Kampen Funds March 1987 - May 2002
Skills
Series 7, Series 63, Fixed Annuities, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Investment Advisory, Retirement, Series 24, Retirement Planning, 401k, Asset Management, Equities, IRAs, Annuity
Education
Clemson University
Education
Ohio National Financial Services March 2015 - Present
Lincoln Financial Distributors April 2005 - March 2010
PLANCO December 1999 - April 2005
Jackson February 1999 - December 1999
Skills
External Wholesaler..., Series 63, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Wealth Management, Asset Allocation, 401k, Investments, Insurance, Series 6, Financial Planning
Education
California State University-Northridge 1988 — 1993
Bachelor of Arts (B.A.), Speech Communication/Option Sales & Marketing
Lincoln Financial Distributors June 2014 - Present
Prudential Financial January 2013 - May 2014
Hartford Life February 2011 - January 2013
Hartford Life September 2007 - February 2011
David Justice Financial Services, Cambridge Investment Research, Carolina Capital Management August 2005 - September 2007
Skills
Investments, Estate Planning, Finance, Insurance, Wealth Management, Employee Benefits, Financial Planners, 401k, Asset Management, Series 6, Life Insurance, Health Insurance, Business Planning, Multi-generational..., Investment Strategies, Team Building, Leadership, Financial Analysis, Competitive Analysis, Strategic Financial..., Financial Modeling, Risk Management, Mutual Funds
Education
The American College 2008 — 2014
CLU, Chartered Life Underwriter
College of Charleston 2003 — 2005
BS, Business Administration
Mercer Advisors August 2015 - Present
USAA Wealth Management January 2014 - March 2015
New Albany Capital Partners, LLC August 2011 - January 2014
KGL Holdings October 2009 - March 2010
Nationwide Financial July 2008 - September 2009
Agility (Formerly PWC Logistics) December 2006 - June 2008
Lincoln Financial Distributors February 2005 - November 2006
Wachovia Bank 2002 - 2004
Sun Life Financial 2000 - 2002
Nationwide Financial Services 1993 - 2000
Skills
Strategic Planning, Risk Management, Business Development, Portfolio Management, Strategy, Operations Management, Leadership, Management, Business Planning, Business Strategy, New Business Development, Competitive Analysis, Process Improvement, Team Building, Analysis, Executive Management, Budgets, Investments, Strategic Financial..., Insurance, Cross-functional Team..., Program Management, CRM, Forecasting, Team Leadership, Project Planning, Account Management, Negotiation, Contract Negotiation, Mergers & Acquisitions
Education
Xavier University - School of Business Administration 1998 — 2000
MBA
Ohio University 1982 — 1986
BBA, Marketing
College for Financial Planning
Certified Financial Planner™ (CFP®)
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
American Honda Motor Company, Inc. December 2014 - Present
Thavron Solutions November 2014 - Present
ePharmaSolutions August 2014 - December 2014
Janney Montgomery Scott LLC February 2014 - August 2014
Angus Energy July 2013 - February 2014
Turn5, Inc. AmericanMuscle.Com June 2012 - July 2013
Lincoln Financial Distributors April 2010 - September 2012
PJM Interconnection April 2009 - April 2010
Anthony & Sylvan Pools March 2005 - September 2006
Skills
MySQL, CSS, PHP, Web Development, JavaScript, Microsoft SQL Server, SQL, jQuery, User Experience, Web Applications, Web Analytics, HTML, XML, Information Architecture, AJAX, Google Analytics, HTML 5, WordPress, CMS, C#, Oracle SQL Developer
Education
Boston University 2013 — 2014
Masters of Science in Information Systems, Information Technology, Last Year
Drexel University 2005 — 2009
Information Systems, Information Technology
Montgomery County Community College 2003 — 2005
Associates in Computer Engineering, Information Technology
Lincoln Financial Group November 1992 - Present
Lincoln Financial Distributors April 2005 - January 2011
Lincoln Financial Group 1999 - 2005
Lincoln Financial Advisors January 1998 - December 1999
Lincoln Financial Advisors November 1992 - December 1998
Skills
Retirement Planning, Recruiting, Sales Presentations, Sales Management, Sales, Sales Management..., Leadership, Leadership Development, Strategic Financial..., Risk Management, Securities, Talent Management, Financial Services, Relationship Management, Insurance, Retirement, Financial Planners, Marketing Communications, Coaching, Investments, Pensions, Public Speaking, Strategic Planning, Team Building, Management, Financial Advisory, Executive Management, Defined Contribution, 401k, Business Planning, Asset Management, Life Insurance, Wealth Management, Employee Benefits, Strategy, Series 63, Marketing, Fixed Income, Alternative Investments, Portfolio Management, Mutual Funds, Series 7, Series 6
Education
The University of Georgia 1981 — 1983
AB, Economics
Columbus State University 1978 — 1980
Business
The Easton Group January 2015 - Present
The Easton Group July 2014 - December 2014
Epic Roasthouse October 2013 - May 2014
Training Inc Golf Fitness January 2012 - October 2013
Lincoln Financial Distributors August 2011 - December 2011
Savannah Christian Preparatory School January 2011 - May 2011
Georgia's Bed and Breakfast January 2010 - May 2011
Skills
Public Relations, Event Planning, Microsoft Word, Graphic Design, Microsoft Excel, Marketing, Advertising, InDesign, PowerPoint, Photoshop, Illustrator, Blogging, Fundraising, Press Releases, Social Media, Facebook, Time Management, Customer Service, Social Media Marketing, Online Advertising, Event Management, Public Speaking, Marketing Communications, Training, Social Networking, Media Relations, Editing, Newsletters, Copywriting, Email Marketing, Strategic Communications
Education
Georgia Southern University 2008 — 2011
Bachelor of Science, Public Relations
Charleston Southern University 2006 — 2008
Business
Radnor High School 2002 — 2006
RetireWell Administrators, LLC January 2014 - Present
Lincoln Financial Distributors September 2010 - December 2013
ADP August 2009 - September 2010
Customer Account Manager June 2008 - June 2009
Skills
Series 63, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Investments, Series 6, Fixed Annuities, Insurance, Wealth Management, Financial Services, Life Insurance, Strategic Financial..., Asset Allocation, Relationship Management, Salesforce.com, Financial Advisory, Securities, Sales
Education
Delaware Valley College 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Lincoln Financial Distributors 1988 - Present
Aetna Life Insurance Company August 1989 - December 1999
Skills
Office Management, Salesforce.com, Access, Visio, Financial Services, Employee Benefits, Time Management, Expense Management, Life Insurance, Sales, Microsoft Office
Education
College of Our Lady of the Elms 1975 — 1976
Criminology
Holyoke Community College 1973 — 1975
Criminal Justice and Corrections
Geek Squad February 2015 - Present
The International Man of Music May 1993 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) April 2010 - October 2011
Protective Life April 2008 - November 2009
Lincoln Financial Distributors October 2004 - June 2007
LM Berry Company September 1997 - September 2000
Belmont University 1990 - 1993
Skills
Studio Recording, Mixing, Composing, Financial Economics, Investments, International..., Economics, Digidesign Pro Tools, Pro Tools, Audio Mixing, Mixer, Recording, Direct Sales, Sales Process, Sales Trainings, Sales Skills Training, Music, Public Speaking, Production, Team Building, Budgeting, Social Networking, Social Media, Customer Service, Business Strategy, Problem Solving, Coaching, Writing, Audio, Entertainment, Financial Planning, English, Series 7, Series 63, Series 65, Series 31, Composition, Strategic Financial..., Sound, Sales, Budgets, Wealth Management, Securities, FINRA, Mutual Funds, Songwriting, Asset Allocation, Management, Audio Engineering, Fixed Annuities
Education
Belmont University 1988 — 1993
BBA, Music Business
Amarillo High School 1985 — 1988
High School Diploma
MassMutual Financial Group - USIG Life Company Marketing April 2015 - Present
The Best FMO, LLC October 2014 - April 2015
Impact Technologies Group, Inc. January 2014 - September 2014
Northwestern Mutual Life Insurance Company November 2012 - February 2014
Ameriprise/RiverSource Life Insurance Company October 2011 - September 2012
MassMutual Financial Group February 2009 - October 2011
Lincoln Financial Distributors 2005 - 2009
Phoenix Life Insurance Company 1998 - 2004
CIGNA Financial Advisors 1995 - 1998
Shawmut Bank Trust Company 1993 - 1995
Education
National Social Security Association 2014 — 2015
National Social Security Advisor
The American College - REBC 2013 — 2015
Registered Employee Benefit Consultant
The American College - ChSNC 2010 — 2015
Chartered Special Needs Consultant
The American College - CAP
Chartered Advisor in Philanthropy
The American College - RICP
Retirement Income Certified Professional
College for Financial Planning - CRPC
Chartered Retirement Planning Counselor
The Corporation for Long-Term Care Certification - CLTC
Certified in Long-Term Care
The American College - CASL
Chartered Advisor for Senior Living
McCourt Associates - Wilson Learning
Customer-Focused Presentation Skills Workshop
McCourt Associates - Wilson Learning
The Counselor Salesperson Program
Hartford School of Insurance May 2014 - Present
The Hartford July 2010 - April 2014
The Hartford May 2008 - July 2010
Lincoln Financial Distributors April 2003 - May 2008
The Hartford November 2001 - April 2003
Aetna August 1999 - November 2001
Skills
Customer Service, Sales, Management, Account Management, Sales Management, Team Building, Training & Development, Insurance, Adobe eLearning Suite, PowerPoint development, Annuity Sales, Life Insurance, Property & Casualty..., Commercial Insurance, Group Benefits, eLearning Development, Marketing, Leadership
Education
Central Connecticut State University 1992 — 1995
Bachelor's Degree, Organizational Business Communication
Goldman Sachs June 2015 - Present
Lincoln Financial Distributors March 2014 - Present
Lincoln Financial Distributors June 2013 - March 2014
Select Medical Corporation June 2012 - August 2012
Great Valley Community Organization July 2010 - August 2012
IMC Construction March 2009 - May 2009
Skills
Series 6, Series 63, Qualified Retirement..., Life and Health License, Salesforce.com, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Fixed Annuities, Social Networking, Windows, Website Development, Variable Annuities
Education
Dickinson College 2009 — 2013
Bachelor's, International Business and Management
Dickinson College 2011 — 2011
Bachelor's degree, Study Abroad Program : Bologna, Italy
Zavino Wine Bar and Pizzeria March 2014 - Present
BethEast Financial Group January 2013 - Present
American Portfolios 2011 - December 2013
Lincoln Financial Distributors 2003 - 2010
Education
Cornell University 1999 — 2003
Applied Economics & Management, Business
PNC April 2014 - Present
Roster Financial September 2012 - June 2013
Aflac June 2010 - January 2013
AIG American General October 2007 - June 2009
Lincoln Financial Distributors October 2003 - September 2007
Delaware Investments March 2001 - October 2003
First Investors 2000 - 2000
Northwestern Mutual 1997 - 1999
Skills
Finance, Small Business, Employee Benefits, Financial Advisory, Financial Planning, Financial Services, Health Insurance, Fixed Annuities, Long-term Care, Retirement, Mutual Funds, Sales, Retirement Planning, Series 6, Series 63, Wealth, Term Life Insurance
Education
Centenary College 1994 — 1997
BS
Bucks County Community College 1992 — 1994
Assoc.
Rutgers, The State University of New Jersey-Newark 1990 — 1992
Central Bucks High School East 1987 — 1990
Diploma
Lincoln Financial Distributors July 2015 - Present
Ingham Retirement Group November 2014 - July 2015
LPL Financial December 2013 - October 2014
LPL Financial December 2010 - December 2013
National Retirement Partners January 2008 - December 2010
Maxim Healthcare Services June 2006 - December 2007
Skills
Series 7, Retirement, 401k, Retirement Planning, Defined Benefit, ERISA, Investment Advisory, Mutual Funds, Investments, Wealth Management, Pensions, Retirement Plan..., Asset Allocation, Securities, Financial Advisory, Series 63, Investment Strategies, IRAs, Fixed Annuities, Qualified Retirement..., Defined Contribution, Uniform Combined State..., Alternative Investments, Asset Management
Education
Clarkson University 2001 — 2006
BS, e-Business; Business & Technology Management; Economics (m), 3.0 GPA
G. Ray Bodley High School 1998 — 2001
High School Diploma
City Securities Corporation June 2008 - Present
Lincoln Financial Distributors October 2002 - June 2008
Scudder Investments December 1997 - October 2002
Skills
Series 63, Series 7, Retirement Planning, Wealth Management, Securities
Education
DePauw University 1991 — 1995
Bachelor of Arts (B.A.)
Vanguard October 2011 - Present
Vanguard September 2010 - October 2011
Vanguard April 2006 - September 2010
Lincoln Financial Distributors January 2005 - March 2006
Lincoln Financial Group July 2002 - January 2005
Skills
Project Management, Email Marketing, Portfolio Management, Microsoft Office, Relationship Management, Marketing Communications, Mutual Funds, Leadership, Strategic Planning, Financial Services, Marketing Strategy, Investments, Asset Management, Series 7, Marketing, Digital Marketing, Strategy, Market Research, Series 63, Budgets, Social Media, Sales, Competitive Analysis, Analytics, CRM
Education
St. Joseph's University 2010 — 2013
MBA, Managing Human Capital
Boston College 1998 — 2002
B.S., Marketing and Finance
Lincoln Financial Distributors July 2014 - Present
Education
Dickinson College 2006 — 2010
BA, Policy Management
Lincoln Financial Distributors June 2014 - Present
Palmetto GBA May 2011 - January 2014
Vector Marketing October 2010 - January 2011
National League of Junior Cotillions August 2007 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, English, C
Education
Clemson University - College of Business and Behavioral Science 2010 — 2014
Bachelor of Science (B.S.), Marketing
Tri-County Technical College 2010 — 2011
Marketing
Lincoln Financial Distributors March 2015 - Present
Lincoln Financial Distributors September 2014 - Present
General Electric, Transportation September 2013 - September 2014
United States Marine Corps November 2006 - September 2013
The Basic School, USMC May 2011 - August 2013
Skills
Military Operations, Military, Security Clearance, Military Experience, Command, DoD, Force Protection, National Security, Leadership, Defense, Weapons, Operational Planning, Intelligence Analysis, Organizational..., Business Development
Education
Boston University 2013 — 2014
MS of Leadership and Management, Business Leadership, 3.5
University of South Carolina-Columbia 2002 — 2006
Bachelor of Arts (BA), Political Science and Government, 3.2
Tech Vault, Inc. December 2013 - Present
Quest Diagnostics May 2006 - November 2013
Lincoln Financial Distributors November 2004 - May 2006
Towers Perrin November 2002 - November 2004
Skills
Vendor Management, Troubleshooting, ITIL, Data Center, Healthcare Information..., Process Improvement, Disaster Recovery, Software Documentation, Change Management, IT Management, SharePoint, System Administration, IT Strategy, Visio, IT Service Management, IT Operations, Integration, Active Directory, VMware, Information Technology, System Deployment, Citrix, Servers, Technical Support, Windows Server, Help Desk Support, Microsoft Exchange, Incident Management, VPN, Windows XP, Virtualization, Group Policy, Blackberry Enterprise..., Windows 7, Hardware, BMC Remedy, Software Installation, DNS
Education
Capella University
Temple University - (TUCAT Campus)
Franklin Templeton Investments December 2014 - Present
PGA of America January 1999 - Present
Franklin Templeton Investments May 2012 - December 2014
UmassFive College FCU May 2010 - June 2011
ING Investment Management September 2009 - April 2010
Lincoln Financial Distributors November 2007 - September 2009
PLANCO June 2006 - November 2007
Bank of America January 2000 - January 2006
Pleasant Valley C.C January 1997 - February 2000
Skills
Mutual Funds, Retirement Planning, Retirement, Series 63, Alternative Investments, FINRA, Variable Annuities, Investments, Bonds, Fixed Annuities, PGA, Golf Instruction, Golf, Gof Professional, Stocks, Investment Strategies, Municipal Bonds, Golf Courses, Golf Management, Asset Management, Wealth Management, Securities, Sales Management, Sales, Management, Marketing, Portfolio Management, Series 7
Education
BRYANT COLLEGE 1990 — 1993
Bachelor of Science, Business Administration
Bryant University 1989 — 1993
Bachelor of Science (BS), Finance, General, Academic Honors Program
Amherst Regional 1985 — 1989
High School
Virtus Investment Partners November 2013 - Present
Barnum Financial Group August 2013 - November 2013
Lenox Advisors September 2011 - January 2013
Maffe Financial Group September 2009 - September 2011
The Hartford March 2008 - July 2009
Lincoln Financial Distributors January 2007 - February 2008
Skills
Investments, Insurance, Strategic Financial..., Account Management, Mutual Funds, Retirement Planning, Risk Management, Strategic Planning, Series 7, Long-term Care, Equities, Estate Planning, Investment Advisory, Employee Benefits, Securities, Life Insurance, Fixed Annuities, Financial Planning, Sales Management, Capital Markets
Education
Central Connecticut State University 2002 — 2006
Bachlor of Science, Marketing and Finance
Cyient October 2011 - Present
Lincoln Financial Distributors June 2007 - August 2010
Lincoln Financial Distributors, June 2006 - May 2007
Lincoln Financial Distributors June 2005 - January 2006
The Nettleton Agency, Nationwide Insurance June 2003 - May 2005
Skills
Leadership, Training, Marketing, Insurance, Customer Service, New Business Development, Software Documentation, Sales, Sales Operations, Team Leadership, Product Development, Outlook, Accounting, Business Planning, Strategic Planning, Process Improvement, Sales Management, Business Analysis, Finance, Microsoft Excel, Microsoft Office, Operations Management, Teamwork, Team Building, Program Management, Risk Management, Management, Customer Satisfaction, Analysis, Continuous Improvement, Project Management, Microsoft Word, PowerPoint, Communication, Interviews, Time Management, Business Process..., Event Planning, Project Planning, Account Management, Social Networking, Cross-functional Team...
Education
Albertus Magnus College 2008 — 2010
MBA, Business Administration
Eastern Connecticut State University 2005 — 2007
Bachelor of Science, Business Administration
Lincoln Financial Distributors March 2010 - Present
ING 2001 - 2009
ING 2000 - 2001
ING 1998 - 2000
Skills
Sales, Series 6, Series 63, Insurance, Fixed Annuities, Variable Annuities, FINRA, Business Strategy, Defined Contribution, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Wealth Management
Education
Bucknell University 1987 — 1988
BA, Political Science
Morris County College 1984 — 1986
AS, Business Management
Vantage Partners July 2007 - Present
Lincoln Financial Network September 2006 - June 2007
Lincoln Financial Advisors August 2005 - September 2006
Lincoln Financial Group August 2003 - September 2006
Lincoln Life & Annuity August 2004 - August 2005
Lincoln Financial Distributors August 2003 - August 2004
Vredenburg, Inc. June 2002 - August 2003
Bryn Mawr College Dining Services September 1999 - May 2003
Skills
Project Management, Strategy, Data Analysis, Recruiting, Business Development, Marketing Communications, Change Management, Supply Chain Management, Marketing Strategy, Management Consulting, Marketing, Negotiation, Program Management, Outsourcing, Business Strategy, Management, Strategic Alliances
Education
University of Nottingham 2012 — 2013
Master of Science (MSc), Behavioral Economics
Bryn Mawr College 1999 — 2003
A.B., English & Economics
Lincoln Financial Group March 2014 - Present
Lincoln Financial Distributors January 2012 - Present
Lincoln Financial Distributors January 2011 - January 2012
TV Guide Network February 2010 - January 2011
Skills
Microsoft Excel, Concur, SharePoint, SAP, Account Management, Social Media, Social Media Marketing, Marketing, Marketing Strategy, Marketing Communications, Facebook, Advertising, Strategic Partnerships, Sales, Event Planning, New Business Development, Fixed Annuities, Salesforce.com, Series 63, Retirement Planning, Insurance, Financial Services
Education
James Madison University 2005 — 2009
Bachelor of Science, Communication; History
Cyprus College 2008 — 2008
Study Abroad, Communication; Greek History
Shawnee High School 2001 — 2005
University of Nicosia
The Bancorp October 2013 - Present
Lincoln Financial Group September 2012 - October 2013
Lincoln Financial Group 2009 - September 2012
Lincoln Financial Distributors July 2003 - April 2009
Delaware Investments, a member of the Macquarie Group July 2001 - July 2003
Philadelphia Zoo June 1999 - June 2001
Skills
Creative Direction, Graphic Design, Art Direction, Logo Design, Marketing, Advertising, Creative Strategy, Adobe Creative Suite, User Experience, Brand Development, User Interface Design, Illustrator, Direct Mail, Marketing Strategy, Brochures, Design Management, Project Planning, Newsletters, Graphics, Corporate Branding, Creative Concepting, Branding & Identity, Typography, Storyboarding, Corporate Identity, Campaign Managment, Exhibit Design, Interaction Design, Posters, Collateral, Banners, Layout, Concept Development, Adobe Acrobat, InDesign, Publications, Image Manipulation, Illustration, Agency Management, Packaging, Information Design, Photography, Management, Invitations, Leadership, Web Design
Education
Philadelphia University 1996 — 1999
BS, Graphic Design Communication
Cornell University 2012 — 2013
Graduate Level Certificate Program, Marketing Strategy for Business Leaders
Rhode Island School of Design 2007 — 2007
NA, Study of Semiotics
Starneth June 2013 - Present
Park Plaza Gardens 2013 - 2015
Park Plaza Gardens 2013 - 2015
Lincoln Financial Distributors July 2011 - 2013
Wishoo February 2003 - September 2007
Skills
Brand Development, Account Management, Salesforce.com, Sales, Marketing, Sales Presentations, New Business Development, Sales Management, Marketing Strategy
Education
Daytona College 1998 — 2000
Bachelor of Science (BS), Graphic Design
Daytona Beach Community College 1991 — 1992
Cosmetology
PNC Financial Services Group June 2009 - May 2010
PHLX April 2007 - August 2008
Lincoln Financial Distributors 2005 - 2007
Lincoln Financial Group 2003 - 2005
Education
DePauw University 1997 — 2001
Lincoln Financial Distributors April 2013 - Present
Lincoln Financial Group September 2011 - April 2013
West Chester Area School District June 2008 - August 2011
Skills
Elementary Education, Microsoft Word, Microsoft Excel, Training, Team Building, Curriculum Design, Differentiated..., Classroom Management, Fixed Annuities, Sales, Early Childhood..., Smartboard, Cpr Certified, Salesforce.com, Guided Reading, Series 6, Series 63, Reading Comprehension, DIBELS, Microsoft Publisher
Education
Cabrini College 2004 — 2008
Bachelor's degree, Elementary Education and Teaching
Lincoln Financial Group July 2013 - Present
Lincoln Financial Group 2008 - 2015
Lincoln Financial Group 2008 - 2015
Lincoln Financial Group 2008 - 2015
Lincoln Financial Distributors August 2008 - June 2013
Jackson National Life August 2007 - August 2008
First Magnus Financial March 2007 - September 2007
Skills
Series 6, Series 63, Salesforce.com, Wholesale Sales, Wholesale Lending, Annuity, Insurance, Live Meeting, Fugent, Fixed Annuities, Sales, FINRA, Variable Annuities, Financial Services, Life, Sales Presentations, Separately Managed..., Mutual Funds, Retirement Planning, Wholesale
Education
Columbia University in the City of New York 1998 — 2003
Political Science
Matthews Asia September 2014 - Present
Voya Investment Management September 2011 - June 2014
FAF Advisors December 2007 - January 2011
Cornerstone Real Estate Funds March 2006 - November 2007
Lincoln Financial Distributors 2003 - 2005
Strong Capital Management 2001 - 2003
Fidelity Investments 1998 - 2001
Nuveen 1991 - 1998
New England Financial 1985 - 1989
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Asset Managment, Separately Managed..., Asset Allocation, ETFs, Securities, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Investment Management, Retirement Planning, Financial Services, Retirement
Education
Dartmouth College 1980 — 1984
Bachelor's degree, Philosophy and Religious Studies
Lincoln Financial Distributors March 2014 - Present
Lincoln Financial Distributors May 2005 - March 2014
Leadership Greater Hartford January 2011 - November 2011
Skills
Insurance, Strategic Financial..., Retirement Planning, Long-term Care, Series 6, Relationship Management, Sales, Series 63, Public Speaking, Marketing, Leadership, Account Management, Sales Management, Strategic Planning, 401k, Employee Benefits, Life Insurance, Long Term Care Insurance, Mutual Funds, Retirement, Term Life Insurance, Universal Life, Wealth Management, Whole Life, Salesforce.com, Sales Presentations, Customer Service, Health Insurance
Education
Catawba College 1998 — 2002
Bachelor of Arts (BA), Political Science and Government
Edward Jones December 2014 - Present
AIG American General Life Insurance October 2013 - November 2014
TIAA-CREF October 2012 - October 2013
Lincoln Financial Distributors January 2008 - October 2012
A.G. Edwards 1997 - 2002
Education
Southern Illinois University, Edwardsville 1991 — 1995
B.S., Economics
College for Financial Planning
Certified Financial Planner & Chartered Retirement Planning Counselor Programs
The American College
ChFC - Chartered Financial Consultant & CLU - Chartered Life Underwriter Programs
Lincoln Financial Distributors November 2010 - Present
The Standard December 2009 - November 2010
Lincoln Financial Group June 2006 - June 2009
Lincoln Financial Distributors March 2000 - June 2006
Northern Trust Retirement Consulting January 1993 - March 2000
ALTMAN, KRITZER & LEVICK, P.C. Atlanta, GA 1992 - 1993
CEDAR GROVE HIGH SCHOOL – Atlanta, GA August 1988 - August 1991
Skills
FINRA, Series 6, Insurance, 401k, Retirement, Defined Benefit, Series 63, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Retirement Plan...
Education
Georgia State University 1991 — 1993
N/A
Auburn University 1983 — 1988
BS
Middlesex Hospital October 2010 - Present
M3 Financial September 2009 - June 2010
Elliott Insurance Group October 2008 - September 2009
Lincoln Financial Distributors June 2008 - October 2008
Direct Response Media, Inc. March 2006 - August 2006
Skills
Strategic Planning, Public Speaking, Insurance, Management, Competitive Analysis, Email Marketing, Human Resources, CRM, Trade Shows, Business Development, Market Planning, Sales, Account Management, Microsoft Word, Healthcare, Social Media, Social Media Marketing, Cold Calling, Training, Marketing Communications, Marketing Strategy
Education
Drexel University 2005 — 2008
Bachelor of Science, Business and Marketing
Drexel University March 2008 2004 — 2008
Bachelor of Science, Business Administration; Marketing
Thomaston High School
Edward Jones April 2013 - Present
Protective Life 2011 - March 2013
Turner Investments 2009 - 2011
Lincoln Financial Distributors 2008 - 2009
Putnam Investments 2001 - 2008
The Hartford 1997 - 2001
Education
Butler University 1993 — 1997
BS, Finance
Homestead 1989 — 1993
National Life Group January 2013 - Present
Marsh 2010 - September 2012
Lincoln Financial Distributors August 2004 - February 2009
AXA Equitable August 1999 - July 2004
Provident Mutual April 1993 - August 1999
Ameriprise Financial October 1983 - April 1993
Skills
Sales Management, Marketing Strategy, Leadership, Competitive Analysis, Insurance, Product Development, Business Development, Risk Management, New Business Development, Executive Management, Customer Service, Financial Services, Strategy, Account Management, CRM, Relationship Management, Fixed Annuities, Sales, Strategic Financial..., Business Planning, Strategic Planning, Mergers & Acquisitions, Business Strategy, Investments, Life Insurance, Series 6, Retirement, Retirement Planning, Series 63, Long-term Care, 401k, Mutual Funds, Series 7, Disability Insurance, Brokers, Wealth Management, Long Term Care Insurance, Variable Annuities, Term Life Insurance, Underwriting, Financial Planners, Estate Planning, Financial Advisory, Health Insurance, Wealth, Securities, Investment Advisory, Asset Allocation, Financial Planning
Education
College for Financial Planning 1987 — 1988
CFP
University of Evansville 1977 — 1981
B.S. Business, Marketing
Harrison High School 1973 — 1977
deVere USA, Inc. November 2012 - June 2013
Astor Capital Management May 2009 - October 2012
Lincoln Financial Distributors January 2008 - February 2009
WMFS Investment Services March 2006 - October 2007
Essex Corporation 1999 - 2006
MetLife Bank Financial Services January 1998 - October 1999
Citicorp Investment Services May 1995 - January 1998
Key Brokerage Corp February 1994 - January 1995
Chemical Investment Services 1995 - 1995
Citicorp March 1991 - January 1994
Skills
Series 7, Series 63, Retirement Planning, Series 65, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, ETFs, Asset Managment, Financial Advisory, Equities, Asset Management, Defined Benefit, FINRA, IRAs, Investment Strategies, Investments, Pensions, Retirement, Securities, Series 6, Alternative Investments, 401k
Education
Adelphi University
St Pius X
St Thomas the Apostle
Lincoln Financial Group August 2010 - Present
Lincoln Financial Group (formerly Jefferson Pilot and Chubb Life) 2010 - Present
Lincoln Financial Distributors 2008 - 2009
Lincoln Financial Group 1998 - 2009
Lincoln Financial Distributors 2006 - 2008
Jefferson Pilot Financial 2004 - 2006
Jefferson Pilot Financial 2003 - 2004
Jefferson Pilot Financial 2000 - 2002
Skills
Fixed Annuities, Retirement, Life Insurance, Insurance, Financial Advisory, Retirement Planning, Strategy, Series 6, Annuity Sales, Sales, Sales Operations, 401k, Marketing, Leadership, CRM, Business Development, Series 7, Mutual Funds, Variable Annuities, Management, Financial Services, Wealth Management, Series 63, Asset Allocation, Term Life Insurance, Strategic Financial..., Investments, Sales Management, Securities, Financial Planning
Education
Clarkson University 1991 — 1993
Bachelor of Science, Interdisciplinary Engineering & Management
Mohawk Valley Community College 1988 — 1991
Associate, Engineering Science
The American College
Interdisciplinary Engineering & Management
United Planners Financial Services March 2014 - Present
Mutual of Omaha March 2012 - March 2014
MassMutual Financial Group 2009 - 2012
Lincoln Financial Distributors 2008 - 2009
Principal Financial Group 2006 - 2008
ADP 2004 - 2006
Contemporary Pensions Inc. 2001 - 2004
PacLife 1997 - 2001
MetLife Financial Services 1992 - 1997
Skills
401k, Retirement Planning, Retirement, Financial Advisory, Employee Benefits, Series 63, Life Insurance, Mutual Funds, Investments, Uniform Combined State..., Defined Benefit, Series 7, Strategic Financial..., Sales, Pensions, TPA, DCID, Profit Sharing, IRAs, Disability Insurance, Insurance, Financial Planners, Retirement Plan..., Variable Annuities, Financial Services, Estate Planning, Asset Management, Wealth Management, Qualified Retirement..., Finance, ETFs, DCIO, series 66, AIF, Retirement Benefits, Financial Planning
Education
Brigham Young University 1988 — 1992
BS
Alta High School, Sandy, UT 1982 — 1986
HDB Consulting Group August 2012 - Present
American Beacon Advisors November 2010 - February 2012
Alternative Core Solutions June 2010 - December 2010
HDB Consulting Group September 2009 - August 2010
Lincoln Financial Distributors March 2005 - September 2009
Invesco Aim January 1996 - February 2005
INVESCO 1995 - 2005
Eaton Vance January 1989 - January 1995
Skills
Leadership Development, Coaching, Strategic Planning, Team Building, Sales Management, Mutual Funds, Series 6, Alternative Investments, Series 63, Series 7, Asset Managment, Investments, Marketing Strategy, Leadership, HAL, Mentoring, Asset Allocation, Separately Managed..., Marketing, Investment Strategies, CRM, Public Speaking, Selling, Wealth Management, Sales, Risk Management, Asset Management, Training, Strategy, Fixed Annuities, Competitive Analysis, Retirement Planning, Sales Operations, Executive Management, Employee Benefits, Small Business, Financial Advisory, Finance, Series 65, ETFs, FINRA, Insurance, 401k, Strategic Financial..., Retirement, Uniform Combined State..., Investment Advisory, Relationship Management, Securities, Variable Annuities
Education
Boston College 1976 — 1977
BA&S
Boston College 1974 — 1977
Bachelor of Applied Science (B.A.Sc.)
University of Rhode Island 1973 — 1975
Warwick Veterans 1969 — 1973
Annuity Marketing 2014 - Present
Regions Financial Corporation December 2013 - May 2014
BBVACOMPASS January 2013 - October 2013
Allstate Financial September 2012 - January 2013
Prudential Annuities December 2007 - February 2012
John Hancock Distributors June 2005 - December 2007
Lincoln Financial Distributors November 2002 - June 2005
Lincoln Financial Distributors September 2000 - November 2002
Delaware Investments December 1997 - September 2000
Merrill Lynch November 1996 - November 1997
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Research, Outlook, Accounting, Budget, English, Access, Analysis, Retirement Planning, Budgets, Marketing, Retirement
Education
Community College of Philadelphia
Associate's degree, Business Management
Eastern College
Bachelor's degree, Organizational Management
Enspire Investments June 2015 - Present
GreenEdge Partners, LLC January 2009 - May 2015
Lincoln Financial Distributors May 2010 - November 2014
Lincoln Financial Distributors April 2009 - June 2010
Lincoln Financial Distributors April 2006 - April 2009
Lincoln Financial Distributors November 2003 - March 2006
Fidelity Investments January 1998 - October 2003
Fidelity Investments July 1995 - December 1997
Fidelity Investments October 1994 - June 1995
Fin -Plan Group June 1991 - September 1994
Skills
Series 63, Mutual Funds, Retirement Planning, Series 7, Business Development, Marketing Strategy, 401k, Series 6, Separately Managed..., Wealth Management, Financial Services, Insurance, Retirement, Investments, Fixed Annuities, Asset Allocation, Financial Planning, Sales, Asset Management
Education
Boston College 1987 — 1991
BS, Business Administration and Management; Marketing
Center for Fiduciary Studies
Accredited Investment Fiduciary
University of Pennsylvania - The Wharton School
SIFMA, Securities Industry Institute
Johnson & Johnson July 2015 - Present
Johnson & Johnson August 2014 - July 2015
Renessenz, LLC October 2013 - July 2014
Renessenz, LLC July 2012 - September 2013
Starbucks June 2011 - June 2012
Campbell Soup Company July 2009 - June 2011
Elizabeth Arden May 2006 - June 2007
Lincoln Financial Distributors August 2005 - May 2006
Lincoln Financial Group July 2002 - August 2005
Skills
Leadership, Segmentation, Competitive Analysis, Business Development, Sales, FMCG, Customer Insight, Consumer Products, Management, Brand Management, Product Development
Education
Wharton School, University of Pennsylvania 2007 — 2009
MBA, Marketing
Boston College - Carroll School of Management 1998 — 2002
BS, Marketing, Communications
Omicron Systems.net July 2014 - Present
Principal Financial Group June 2012 - July 2014
3 Pointe Financial August 2005 - July 2012
Lincoln Financial Distributors 2001 - 2005
Conseco 1998 - 2001
Pacific Life 1995 - 1998
Skills
Sales Management..., Direct Sales, Key Account Management, B2B Marketing, Business Continuity..., Employee Benefits, Estate Planning, Risk Management, Employee Wellness, Executive Benefit..., Business Overhead..., Leadership, Executive Management, Investment Advisory, Corporate Development, Business Coaching, Portfolio Management, Strategic Partnerships, Wellness Programs, Financial Planning
Education
California State University-Long Beach 1986 — 1992
BA
Los Alamitos High School 1985 — 1986
General
Hellgate High School - Missoula MT 1982 — 1985
General
Lincoln Financial Distributors September 2014 - Present
Skills
Golf Instruction, Series 6, Financial Variance..., Account Management, Forecasting, Leadership, Merchandising, Golf Course Management, Event Planning, Golf Club Repair, Retail Buying, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Time Management, Mutual Funds
Education
Coastal Carolina University 2005 — 2009
Bachelor of Science (BS), Finance, General
Transamerica Life Insurance Company January 2015 - Present
Crump Life Insurance Services January 2012 - January 2015
MetLife November 2010 - January 2012
Sun Life Financial November 2009 - November 2010
Lincoln Financial Distributors July 2005 - February 2009
Skills
Business Development, Wealth Management, Sales Management, Public Speaking, Sales Operations, Fixed Annuities, Sales, Selling, Long-term Care, Insurance Planning, Investments
Education
Bentley University
BS, AS, Marketing, Management
Glastonbury High School
Lincoln Financial Distributors July 2015 - Present
National Life Group January 2015 - July 2015
Phoenix Life Insurance Company January 2010 - October 2014
Legacy Financial Group, LLC / MassMutual December 2008 - January 2010
Prudential Financial January 2008 - November 2008
MML Investors, Inc June 2003 - September 2007
Commonwealth Financial Network 2003 - 2004
Allmerica Financial 1997 - 2003
Skills
Series 7, Series 24, Series 63, Relationship Management, Project Management, Investments, Asset Managment, Financial Services, Life Insurance, Asset Management, Management, Fixed Annuities, Leadership, Insurance, Mutual Funds, Retirement Planning, Retirement, Finance, Strategy, Process Improvement, Securities, Risk Management, Financial Planning, Brokerage, Suitability, Operations Management, Sales, Sales Operations
Education
Nichols College 2003 — 2005
MBA, Business
Becker College 2002 — 2003
BSBA, Management
University of Connecticut 1986 — 1989
Electrical Engineering
Republic Airways Holdings, Inc. December 2014 - Present
flyADVANCED November 2013 - November 2014
Airline Transport Professionals June 2012 - June 2013
Airline Transport Professionals October 2011 - April 2012
US Navy June 2010 - June 2011
Lincoln Financial Distributors March 2008 - September 2009
Voorhees Township Board of Education March 2007 - September 2007
Skills
Aviation, Team Leadership, Process Improvement, Troubleshooting, Team Building, Commercial Aviation, Security Clearance, Microsoft Office, Customer Service, Training
Education
Drexel University 2005 — 2010
Bachelor of Science, Information Technology
Forethought Annuities August 2015 - Present
Annex Wealth Management November 2013 - July 2015
Lincoln Financial Distributors May 2011 - November 2013
ING December 1999 - April 2011
Kemper Funds/Scudder Kemper Investments January 1996 - December 1999
Skills
Investment Advisory, Wealth Management, Financial Planning, Independent Financial..., Mutual Funds, Series 6, Financial Advisory, Retirement Planning, Series 63, Series 7, Asset Allocation, Wholesale, Retirement, Investments, Securities, Series 65, FINRA, 401k, FINRA Series 65, FINRA Series 6, FINRA Series 7, Asset Management, Financial Services, Estate Planning, Strategic Planning, Relationship Management, IRAs, Investment Strategies
Education
Northern Illinois University 1991 — 1995
Bachelor of Arts, Political Science, Communications
College for Financial Planning
CMFC
PENN Capital Management October 2014 - Present
Lincoln Financial Distributors October 2011 - May 2014
Lincoln Financial Distributors June 2010 - October 2011
Lincoln Financial Distributors June 2008 - June 2010
Lincoln Financial Distributors December 2007 - June 2008
SEI May 2004 - December 2007
Skills
Series 6, Series 63, Fixed Annuities, Series 7, Retirement, Retirement Planning, Long-term Care, Securities, FINRA, Public Speaking, Separately Managed..., Mutual Funds, Financial Advisory, Investments, Wealth Management, Variable Annuities, Sales, Financial Services, Finance, Asset Management, Asset Allocation, Financial Planning, Insurance
Education
Albright College
Bachelor of Science, Finance and Accounting
ACE Group November 2014 - Present
Cozen O'Connor April 2011 - Present
Cozen O'Connor May 2010 - September 2010
Lincoln Financial Distributors May 2009 - September 2009
Skills
Marketing, Social Media, Microsoft Office, Social Media Marketing, Public Relations, Event Management, Fundraising, Strategic Planning, Project Management, Social Networking, PowerPoint, Facebook, Outlook, Real Estate, Research
Education
Drexel University 2008 — 2010
BS, English and Philosophy
Academy of Notre Dame
Loyola College in Maryland
Lincoln Financial Distributors November 2014 - Present
Lincoln Financial Group November 2013 - Present
Vanguard January 2012 - November 2013
Educational Benchmarking, Inc January 2011 - January 2012
MF Global January 2006 - January 2012
Binghamton University November 2010 - February 2011
American Student Assistance 2006 - 2009
Harvard University April 2004 - September 2006
Massachusetts Institute of Technology March 2006 - August 2006
Bedford/St. Martins Publishing 2001 - 2003
Skills
Corporate Communications, Marketing Communications, Blogging, Newsletters, Press Releases, Strategic Communications, Digital Strategy, Editing, Marketing Strategy, Social Media, Internal Communications, Editorial, Publishing, Copy Editing, Integrated Marketing, Non-profits, Management, Email Marketing, Fundraising, Media Relations, Web Content, SEO, Public Relations, Online Advertising, Advertising, Web Analytics, Marketing, Content Development, Strategy, Copywriting, Market Research, Content Strategy, White Papers
Education
Brown University 1996 — 1999
A.B., Literature with Honors in Creative Writing
Emerson College 2000 — 2003
MFA, Creative Writing
Lower Merion High School 1991 — 1995
Voya Financial January 2014 - Present
ING October 2009 - December 2013
Town of Bolton, CT May 2007 - April 2009
MassMutual Financial Group November 2005 - April 2009
Lincoln Financial Distributors January 2000 - January 2005
Town of Bolton May 2001 - May 2003
The Hartford January 1999 - January 2000
Travelers January 1997 - January 1999
Curtis 1000 May 1994 - September 1997
Skills
Management, Leadership, Sales, Insurance, Mutual Funds, Investments, Financial Services, Retirement, 401k, 403 b, 457 Plans, Rollovers, Life Insurance, Fixed Annuities, Variable Annuities
Education
Albertus Magnus College 2003 — 2005
M.S, Management
Central Connecticut State University 1990 — 1994
B.S, Marketing
Newington High School 1986 — 1990
Lincoln Financial Advisors April 2014 - Present
It's Only Cupcakes December 2012 - Present
Lincoln Financial Distributors July 2008 - April 2014
ING January 2007 - July 2008
Xerox, Gold 'n' Copy November 2005 - December 2006
Skills
Insurance, Risk Management, Financial Analysis, Customer Service, Marketing Strategy, Strategic Planning, Banking, Microsoft Excel, Microsoft Office, Project Management, PowerPoint, Microsoft Word, Six Sigma Green Belt, Six Sigma Yellow Belt, Series 63
Education
Cornell University
Certificiate, Project Leadership
Shippensburg University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
MetLife September 2015 - Present
MetLife June 2015 - August 2015
Lincoln Financial Distributors September 2013 - June 2015
Lincoln Financial Distributors October 2012 - September 2013
Madison Investment Center February 2006 - October 2012
Bryant University Residence Life August 2009 - May 2011
Connecting Children and Families October 2009 - February 2011
Skills
Investments, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Strategic Financial..., Customer Service, Retirement Planning, Wealth Management, Business Development, Finance, Salesforce.com, Marketing, Facebook, Social Media, Financial Planning
Education
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, Accounting Concentration, Communications Minor
Daniel Hand 2004 — 2008
High School
Danone North American Companies January 2015 - Present
The Dannon Company August 2013 - December 2014
The Dannon Company June 2012 - August 2012
The GRAMMY Museum March 2012 - April 2012
Lincoln Financial Group June 2009 - June 2011
Lincoln Financial Advisors September 2008 - August 2009
Lincoln Financial Distributors August 2007 - August 2008
Mediacom June 2006 - August 2006
Valley Heart Group June 2004 - August 2005
Skills
Series 63, Marketing, Product Management, Financial Services, Retirement, Competitive Analysis, Strategic Planning, Business Development, Market Research, Investments, Financial Modeling, Marketing Strategy, Research, Series 6, New Product..., CRPC, Chartered Retirement..., Segmentation, Relationship Management, Brand Management, Customer Insight, Brand Awareness, Salesforce.com, Insurance, New Business Development, Social Media, Market Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration, Strategy and Marketing
Cornell University 2003 — 2007
Bachelor of Science, Policy Analysis & Management
Edgemont HS 1999 — 2003
High School Diploma
Digitas Health LifeBrands March 2015 - Present
Evoke Health February 2014 - January 2015
The Agency Inside Harte-Hanks December 2011 - February 2014
Vivo Agency November 2009 - March 2011
Dudnyk September 2009 - March 2011
Lincoln Financial Distributors November 2007 - April 2009
Outpatient Surgery Magazine July 2007 - November 2007
Colby College September 2004 - May 2007
The Colby Echo September 2003 - May 2007
Bloomberg Businesseek June 2006 - August 2006
Skills
Storytelling, Campaign Concepting, Copywriting, Headline Writing, Editing, Advertising, Marketing, Social Media, Direct Mail, Copy Editing, Journalism, Web Content, B2B, Blogging, Press Releases, Social Media Marketing, Interviews, Editorial, Business Writing, Content Writing, Medical Writing, Proofreading, Creative Writing, Research, Feature Articles, Pharmaceutical Industry
Education
Colby College 2003 — 2007
BA, English, Creative Writing, Psychology
Episcopal Academy 1999 — 2003
Voya Financial April 2014 - Present
ING U.S. October 2007 - April 2014
The Hartford July 2004 - October 2007
Lincoln Financial Distributors 1987 - 2001
Skills
SDLC, IT Strategy, Vendor Management, Business Analysis, Enterprise Architecture, IT Management, Project Portfolio..., Disaster Recovery, Program Management, Change Management, PMO, Process Improvement, Risk Management, Governance, Business Intelligence
Education
Central Connecticut State University 1974 — 1978
BS, Education
Lincoln Financial Advisors May 2015 - Present
Lincoln Financial Distributors April 2011 - May 2015
Lincoln Financial Network 2015 - 2015
Lincoln Financial Distributors June 2008 - April 2011
Lincoln Financial Group August 2005 - June 2008
Lincoln Financial Group August 2005 - May 2008
Keller Williams Realty May 2004 - July 2005
Skills
Insurance, Financial Services, Series 7, Investments, Management, Series 63, Sales, Mutual Funds, Leadership, Marketing
Education
Drexel University 2013 — 2015
Master of Business Administration (MBA)
Temple University 2003 — 2005
BBA, Human Resource Management and Legal Studies
Lincoln Financial Distributors September 2015 - Present
Northwestern Mutual November 2013 - May 2015
USAF March 2007 - March 2011
Skills
Integrity, Entrepreneurship, Critical Thinking, Accountability, Decisiveness, Project Management, Time Management, Business Ethics
Education
Drexel University - College of Business and Administration 2011 — 2013
Bachelor of Science in Business Administration, Concentration in Finance
Defense Language Institute 2007 — 2007
Linguistic Certification, Spanish
Centralia Township High School 2000 — 2004
High School Diploma
MassMutual October 2005 - Present
Lincoln Financial Distributors July 2001 - October 2005
MassMutual Financial Group March 1996 - July 2001
Connecticut Mutual Life Insurance Company May 1986 - March 1996
Skills
Series 6, Series 63, Whole Life Insurance, Non-Qualified Deferred..., Executive Benefit..., marketing, Sales Operations, Organization, Highly detail oriented, Problem Solving, Customer Oriented, Team-oriented, Financial Planning, Financial Services, Fixed Annuities, Insurance, Life Insurance, Marketing, Retirement, Retirement Planning, Sales, Variable Annuities, Whole Life
Education
Asnuntuck Community College 2008 — 2012
Associate of Science (A.S.), Business Administration and Management, General
The American College 1990 — 1996
CLU, ChFC, REBC, Insurance
The University of Connecticut 1979 — 1984
Bachelor of Science (B.S.), Economics & Management
TIBCO Software Inc. August 2013 - Present
TIBCO Spotfire June 2011 - August 2013
CareerNumbers March 2010 - June 2011
Lincoln Financial Group August 2008 - July 2009
Lincoln Financial Distributors August 2007 - August 2008
EMC June 2006 - August 2006
College Works Painting February 2005 - September 2005
Skills
Marketing, Salesforce.com, Sales Operations, Analytics, Business Development, SaaS, Sales, Enterprise Software, Account Management, Cold Calling, Pre-sales, Strategic Partnerships, Advertising, Lead Generation, Solution Selling, CRM, New Business Development, Sales Process, Professional Services, Cloud Computing, B2B, Sales Enablement, Competitive Analysis, Business Intelligence, Demand Generation, Selling, Partner Management, Business Alliances, Go-to-market Strategy, Software Industry, Strategy, Product Marketing, Direct Sales, Product Management, Channel Partners, Email Marketing, Start-ups, Sales Management, Cross-functional Team..., Marketing Automation, Product Launch, Consulting, International Sales, Marketing Management, Market Research, B2B Marketing, Online Marketing, Customer Acquisition, Direct Marketing
Education
Boston College 2003 — 2007
B.S. in Management, Carroll School of Management, Majors in Finance and History
Delaware Investments October 2004 - Present
Random Alliance January 2008 - Present
Lincoln Financial Distributors May 2002 - October 2004
Lincoln Financial Distributors March 2002 - July 2002
Internet Pipeline May 2001 - September 2001
Skills
JavaScript, Web Development, Project Management, Management, PHP, XML, CRM, Microsoft SQL Server, Business Analysis, Leadership, Agile Methodologies
Education
Drexel University 1999 — 2004
Bachelors, Information Science and Technology
Macquarie University 2002 — 2002
Business Administration
Borthwick Mortuary & Hawaiian Memorial Park Cemetery August 2013 - September 2014
Liberty Mutual Insurance October 2011 - September 2014
Lincoln Financial Distributors July 2006 - October 2011
Edward Jones July 2010 - September 2011
Reed Smith LLP May 2002 - July 2006
United Way of Allegheny County - Represented Reed Smith LLP July 2002 - December 2002
The Media Research Center May 2001 - September 2001
Legends Resort & Country Club September 1999 - May 2000
U.S. House of Representatives August 1996 - June 1997
Skills
Public Speaking, Leadership, New Business Development, Business Strategy, Marketing, Management, Sales, Team Building, Recruiting, Program Management, Budgets, Training, Negotiation, Fundraising, Analysis, Strategic Planning, Project Management, Entrepreneurship, Start-ups, Sales Operations, Business Development, Customer Service, Insurance
Education
Grove City College 1998 — 2002
Bachelor of Science (B.S.), International Business
Grove City College 1998 — 2002
Bachelor of Arts (B.A.), Political Science
Vernon Twp. High School
American Academy McAllister Institute of Funeral Service 2012 — 2014
A.O.S., Funeral Service and Mortuary Science, 4.0
U.S. House Page School 1996 — 1997
NetSuite August 2015 - Present
iPipeline April 2010 - August 2015
iPipeline October 2009 - April 2010
Lincoln Financial Distributors February 2008 - October 2009
Lincoln Financial Group 2006 - 2008
Lincoln Financial Distributors 2003 - 2006
Accelesoft Corporation January 2001 - July 2003
Prophet 21, now Epicor 2000 - 2003
Skills
Sales, SaaS, Cloud Computing, Enterprise Software, Strategic Planning, New Business Development, Business Development, E-commerce, Management, Process Improvement, Account Management, Team Leadership, Contract Negotiation, Cross-functional Team..., Direct Sales, Professional Services, Sales Operations, Sales Process, Negotiation, Relationship Management, Sales Presentations
Education
University of Phoenix 2000 — 2007
BS, Business / eBusiness, 3.46 GPA
Boston University 2006 — 2006
Principles & Techniques of Project Management, Project Management
The George Washington University 2006 — 2006
Scheduling and Cost Control & Risk Management, Project Management
Data Processing Training School 1998 — 1999
Associates Degree, Client / Server Computer Programming, 3.55 GPA
Lincoln Financial Group October 2010 - Present
Lincoln Financial Group July 2007 - November 2010
Lincoln Financial Distributors September 2003 - July 2007
Independent Consultant 2003 - 2005
The Risk Management Association February 1999 - September 2003
The Risk Management Association 1998 - 2003
Kappa Books, Inc. 1996 - 1998
Skills
Copywriting, Marketing Communications, Marketing, Email Marketing, Digital Marketing, Marketing Strategy, Strategic Planning, Internal Communications, Content Management, Event Planning, Strategic Communications, Project Management, Program Management, E-commerce, Strategy, Event Management, Trade Shows, Sales, Management
Education
Saint Joseph's University/Philadelphia Chapter of the American Marketing Association 2013 — 2013
Certificate in Marketing Excellence
Cornell University 2012 — 2013
Marketing Strategy for Business Leaders Certificate
Project Management Institute 2003 — 2003
Certificate
University of Rhode Island 1992 — 1996
B.A.
Harriton High School 1989 — 1992
The Prudential Insurance Company of America July 2015 - Present
Pacific Life Insurance Company April 2013 - June 2015
Wells Fargo Advisors May 2011 - April 2013
Lincoln Financial Distributors September 2004 - May 2011
Invesco/Amvescap April 2000 - March 2004
Skills
Life Insurance, Long-Term Care, Strategic Planning
Education
High Point University
Bachelor of Science (BS), Business
Colorado State University
Economics
American Friends of the Czech Republic 2010 - Present
Goldman Sachs & Co 2006 - 2009
Wilmington Trust Company 2001 - 2006
Lincoln Financial Distributors 2000 - 2001
Education
Charles University in Prague 1998 — 2001
MA
Temple University
Master of Arts
Lincoln Financial Distributors 2004 - Present
New England Financial January 1990 - June 2004
Education
Albright College 1986 — 1989
Delaware Life January 2014 - Present
Delaware Life 2014 - 2015
SunGard January 2010 - December 2013
Lincoln Financial Distributors 2008 - 2009
Axis Technologies 2006 - 2008
Fidelity eBusiness 2006 - 2007
Fidelity Investments 2004 - 2007
Fidelity 1998 - 2004
Fidelity Investments 1998 - 2004
Skills
Product Management, Project Management, Management, CRM, Team Management
Education
Anna Maria College 1996 — 1997
MS, Quality System Management
University of Rhode Island 1979 — 1984
BS, Mechanical Engineering
Seekonk High School
J.P. Morgan May 2006 - Present
Starbucks Coffee Company January 2003 - August 2004
Lincoln Financial Distributors February 2001 - August 2002
Prudential Financial February 2000 - February 2001
Prudential Financial February 1999 - February 2000
Prudential Financial June 1997 - February 1999
Barnes and Nobles August 1995 - June 1997
Skills
Training, Customer Service, Wealth Management, Employee Training, Training & Development, Banking, Relationship Management, Writing, Oral Communications
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2012
Master's degree, Human Resources, Graduated with distinction
Rutgers University-New Brunswick 1989 — 1995
Bachelor of Arts (B.A.), History/Latin
Von Deak Associates September 2001 - Present
Lincoln Financial Distributors 2003 - 2010
First Union National Bank 1996 - 2001
First Fidelity Bancorp 1991 - 1995
First Fidelity Bancorp 1989 - 1990
Fidelity Bank & Fidelcor, Inc. 1985 - 1988
Fidelity Bank & Fidelcor, Inc. 1983 - 1985
Fidelity Bank & Fidelcor, Inc. 1981 - 1983
Education
Cornell University
BS, Industrial & Labor Relations
Lincoln Financial Distributors June 2013 - Present
Transamerica March 2001 - June 2013
Wells Fargo 1999 - 2001
Morgan Stanley Dean Witter 1999 - 1999
AXA/Equitable 1997 - 1999
Skills
Mutual Funds, Series 63, Series 7, Retirement Planning, Fixed Annuities, Retirement, Insurance, Financial Services, Investments, 401k, Wealth Management, Securities, Asset Allocation
Education
California State University-Sacramento 1994 — 1998
Bachelor of Science (BS), Finance and Risk Management
RD Marketing Group September 2006 - Present
Jefferson Pilot Financial May 1996 - July 2006
Lincoln Financial Distributors 2005 - 2006
Skills
Wealth Management, Fixed Annuities, Life Insurance, Retirement Planning, Disability Insurance, Coaching, Term Life Insurance, Insurance, Investment Advisory, Securities, Retirement, Financial Services, Series 7, Series 63, New Business Development, IRAs, Estate Planning, Mutual Funds, Long-term Care, Investments, Strategic Planning, Strategic Financial..., Financial Planning
Education
Brown University 1980 — 1983
MS
Providence College 1976 — 1980
Thornburg Investment Management August 2005 - Present
Lincoln Financial Distributors August 2000 - October 2001
Pioneer Investments 1996 - 2000
Skills
Investment Advisory, Equities, Portfolio Management, Business Development, Securities, Investment Strategies, Series 63, Fixed Annuities, ETFs, Financial Services, 401k, Investment Management, Competitive Analysis, Investments, Mutual Funds, Series 7, Asset Allocation
Education
Boston College
BA, History
Lincoln Financial Group January 2014 - Present
Lincoln Financial Distributors January 2011 - January 2014
Futurity First Insurance Group January 2008 - January 2011
Lincoln Financial Group 1997 - 2008
Aetna 1995 - 1997
Skills
Insurance, Sales Management, Sales Support, Account Management, Problem Solving, Process Improvement, Operations Management, Sales Operations, Workflow Management, Long Term Care Insurance, Life Insurance, Fixed Annuities, Indexed Annuities, Leadership, Health Insurance, Financial Services, Training, Strategy, Employee Benefits
Education
Albertus Magnus College
Bachelor of Science, Business Management
Lincoln Financial Distributors Insurance SpecialistFidelity Investments2004 - 2005
Mutual of New York 2002 - 2004
Education
Southern New Hampshire University 1993 — 1995
MBA, Labor Relations & Arbitration
Daniel Webster College 1988 — 1991
BS, Air Traffic Control
Prudential Financial June 2009 - Present
Lincoln Financial Distributors February 2001 - May 2009
ING-Aetna Financial Services September 1998 - December 2000
Pacific Life March 1997 - August 1998
Skills
Series 7, Series 63, California Life and..., Variable Annuities, Retirement Planning, Fixed Annuities, Series 6, Mutual Funds, Series 65, Series 24, 401k, Asset Allocation, FINRA, Retirement, Separately Managed...
Education
Cal State Fullerton 1988 — 1993
Bachelor of Arts (BA), Political Science
Realty Capital Securities June 2009 - April 2015
RC Securities, Inc. 2009 - 2010
Prudential Annuities 2006 - 2009
Prudential Financial January 2006 - December 2008
Prudential 2006 - 2008
Lincoln Financial Group 2004 - 2006
Lincoln Financial Distributors 2003 - 2006
Equitable Distributors 2000 - 2002
AXA Distributors 1997 - 2002
AXA/Equitable 1996 - 2002
Skills
Series 24, Licensing, Fixed Annuities, Series 7, Series 63, Insurance, Investment Advisory, Alternative Investments, Mutual Funds, Organizational..., Mergers, Series 6, Asset Managment, Investments, Health Insurance, Wealth Management, Retirement, Retirement Planning, Asset Allocation, Customer Service, Sales, Securities, Financial Services
Education
Creighton University 1979 — 1983
BA, Psychology
Lincoln Financial Distributors Wholesaler- Mutual funds, SMAING Investment Management2009 - Present
Education
Bryant University 1990 — 1993
BS, Finance
Lincoln Financial Distributors March 2010 - Present
Skills
Strategic Planning, Series 63
Education
Drexel University 2000 — 2005
BS, Civil Engineering, Structural Engineering
Lincoln Financial Distributors Regional Marketing DirectorNationwide FinancialNovember 1994 - June 2004
Education
Bowling Green State University 1990 — 1994
Business, Marketing
eBay Inc May 2011 - July 2014
Hartley Enterprises 2010 - 2011
Lincoln Financial Distributors 2008 - 2010
Skills
Fixed Annuities, Retirement, Insurance, Retirement Planning, Investments, Life Insurance, Strategic Financial..., Wealth Management, Mutual Funds, Long-term Care, 401k, Term Life Insurance
Education
Dartmouth College 1998 — 2002
BA, Anthropology
St. Paul's School 1994 — 1998
Liberty Mutual Insurance January 2014 - Present
AXIS Accident & Health March 2013 - December 2013
AXIS Accident and Health July 2009 - December 2013
OneBeacon Insurance March 2009 - July 2009
Lincoln Financial Distributors April 2006 - February 2009
UBS March 2004 - March 2006
UBS April 2002 - March 2004
Dewey & LeBoeuf LLP September 1997 - April 2002
Skills
Claim, Claims Management, Financial Risk, Financial Services, Health Insurance, Insurance, Liability, Life Insurance, Management, Property, Reinsurance
Education
Seton Hall University School of Law 1993 — 1997
JD (magna cum laude)
Seton Hall University 1989 — 1992
MBA, Finance
Cornell University 1984 — 1988
BS, Applied Economics and Business Management
HCLSM 2012 - 2013
GP Agency 2011 - 2011
Society Financial Service Professionals 2000 - 2011
Lincoln Financial Distributors June 2003 - February 2009
Lincoln Financial Group (formerly Jefferson Pilot Financial) 2003 - 2009
Pacific Life Insurance Company 1993 - 2003
Education
College for Financial Planning 2005 — 2006
CFP
The American College
CLU ChFC, Financial services
Lincoln Financial Distributors 2005 - Present
Jackson National Life 2003 - 2005
MetLife 1992 - 2003
Skills
Series 6, Retirement Planning, Series 63, Life Insurance, Fixed Annuities, Long Term Care Insurance, Insurance, Term Life Insurance, Long-term Care
Education
Clemson University 1991 — 1992
Master of Business Administration (MBA)
Western Carolina University 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
LUXX Cape Cod, LLC January 2015 - Present
AspenCross Financial Group March 2011 - March 2014
Lincoln Financial Distributors 2006 - 2008
Allmerica Financial 1989 - 1992
Education
Bates College 1985 — 1989
Bachelor’s Degree, Geology
The Prudential Insurance Company of America June 2014 - Present
American Insurance Organization January 2013 - May 2014
Lincoln Financial Distributors March 2009 - January 2013
Lincoln Financial Distributors May 2003 - February 2009
Lincoln Financial Group 1999 - 2004
Skills
Insurance, Fixed Annuities, Life Insurance, Financial Services, Long-term Care, FINRA, Disability Insurance, Retirement Planning, Variable Annuities, Mutual Funds, New Business Development, Licensing, Securities, Wholesale, Marketing, Employee Benefits, 401k, Long Term Care Insurance, Compliance, Wholesaling, Long Term Care
Education
Central Connecticut State University 1993 — 1998
B.A., Communication
Lincoln Financial Distributors October 2006 - Present
Skills
Life Insurance, Employee Benefits, Retirement, Mutual Funds, Fixed Annuities, Series 63, Retirement Planning, Securities, Series 6, FINRA, Series 7, Insurance, Customer Service
Education
Albertus Magnus College
BS, Business Management
Financial Advisor July 2014 - Present
AXA June 2013 - July 2014
Penn Mutual Life Insurance Co April 2011 - December 2012
Merrill Lynch June 2009 - April 2011
AXA Distributors March 2008 - March 2009
Transamerica May 2007 - March 2008
Genworth Financial July 2005 - May 2007
Lincoln Financial Distributors March 2003 - March 2004
Wells Fargo December 2001 - December 2002
GE Capital August 1999 - December 2001
Skills
Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Banking, Equities, Portfolio Management, Wealth Management, Series 7, Credit, Securities, Disability Insurance, Series 6, Series 63
Education
Allegheny College 1987 — 1991
Bachelor of Arts (B.A.), Economics, 3.6
Lincoln Financial Distributors November 2007 - Present
Iron Mountain June 2005 - November 2007
Fleet Credit Card Services June 2000 - January 2005
ARCO Chemical March 1997 - December 1999
Education
Delaware County Community College 2000 — 2000
MCSE, Computer
Drexel University 1989 — 1993
Computer Science
Lincoln Financial Distributors July 2014 - Present
Congress Asset June 2013 - July 2014
Guardian Life Insurance April 2001 - April 2013
Guardian/ RS Funds 2001 - April 2013
Skills
Retirement Planning, Mutual Funds, Series 7, Series 6, Series 63, Series 24, Variable Annuities, Sales Management, Sales, Asset Allocation, Separately Managed..., Asset Management, FINRA, Fixed Annuities, Investments, Alternative Investments
Education
Colby College
Noble & Greenough
SunAmerica August 2005 - Present
Lincoln Financial Distributors July 1999 - August 2005
Skills
Series 63, Series 7, Retirement Planning, Series 6, Variable Annuities, Financial Services, Sales Presentations, Wholesale, Retirement
Education
Dickinson College 1995 — 1999
B.A., Policy Studies
Great American Financial Resources March 2010 - Present
Prudential Annuities February 2008 - March 2010
Lincoln Financial Distributors 1999 - 2008
Skills
Sales Management, Mutual Funds, Fixed Annuities, Insurance, Financial Services, Life Insurance, Series 7, Sales, Retirement Planning, Retirement, Strategic Financial..., Series 6, Variable Annuities, Management, Investments, Securities, Series 63
Education
Bloomsburg University of Pennsylvania 1993 — 1998
BS, Finance
Lincoln Financial Distributors February 2007 - Present
Nokia November 2006 - January 2007
BillMatrix(Fiserv) May 2006 - October 2006
Citigroup Properties Limited February 2006 - April 2006
Lincoln Financial Distributors December 2005 - January 2006
Wells Fargo July 2005 - November 2005
Unique Software Systems May 2000 - May 2005
Skills
Actuate, Informatica, Oracle, Microsoft SQL Server, VB.NET, C#, ASP.NET, Crystal Reports, JavaScript, TrueComp, Data Warehousing, Java, JSP, Photoshop, Unix, Visio, Web Design, Web Services, Business Intelligence, SDLC, Requirements Analysis, XML
Education
Bharathidasan University 1999 — 2002
Master of Computer Applications (MCA), Computer Science, A
American Friends of Bar-Ilan University January 2010 - Present
American Committee for the Weizmann Institute of Science January 2008 - January 2010
Lincoln Financial Distributors January 2005 - January 2008
CDC IXIS ASSET MANAGEMENT January 1998 - January 2003
LONDON PACIFIC LIFE AND ANNUITY January 1996 - January 1997
Fortis Financial Group January 1990 - January 1995
INTEGRATED RESOURCES MARKETING, INC January 1986 - January 1990
The Calvert Group January 1980 - January 1986
The Bank of Bethesda January 1978 - January 1979
Education
American University
Bachelor of Arts (BA) Degree
Lincoln Financial Distributors January 2015 - Present
Lincoln Financial Distributors July 2014 - December 2014
LEGO Group January 2014 - July 2014
LEGO Group January 2012 - December 2013
LEGO Group April 2011 - January 2012
LEGO Group February 2010 - April 2011
LEGO Group September 2009 - February 2010
Fairfax County Public Schools July 2007 - July 2009
Skills
Customer Service, Brand Management, Marketing, Marketing Management, Online Marketing, Product Marketing, Marketing Communications, Advertising, Marketing Strategy, Customer Insight, Brand Development
Education
Marymount University 2006 — 2007
M.Ed., Elementary Education
American University 2001 — 2005
BA, French and Europe Studies
CBRE March 2014 - Present
AIM Academy December 2011 - March 2014
State Farm Insurance November 2009 - November 2011
Lincoln Financial Distributors July 2008 - July 2009
Fairmont Hotels and Resorts January 2008 - July 2008
Skills
Customer Service, Outlook, Insurance, Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Microsoft Word, Administrative..., Sales, Time Management, Marketing, Teamwork, Social Media, Event Management, Leadership, Training, Project Management
Education
Purdue University 2003 — 2007
B.S., Hospitality & Tourism Management
Capella University 2015 — 2017
Master's Degree, Business Administration, Finance
Hamilton Lane July 2012 - Present
Hamilton Lane June 2011 - September 2011
BlackRock September 2010 - March 2011
Hamilton Lane September 2009 - March 2010
Lincoln Financial Distributors September 2008 - March 2009
Skills
Microsoft Excel, R, Tableau, Microsoft Office, Access, Data Analysis, Bloomberg
Education
Drexel University 2007 — 2012
BS, Electrical and Computer Engineering, Finance
Genworth Financial July 2006 - Present
Lincoln Financial Distributors September 2004 - June 2006
AXA Distributors June 1999 - August 2004
Alliance Capital May 1998 - June 1999
Equitable Life June 1995 - April 1998
Atlanta Braves June 1988 - April 1991
Skills
Series 63, Series 6, Fixed Annuities, Variable Annuities, Retirement, Series 65, Life & Health Insurance...
Education
Dominican College of Blauvelt
Bachelor of Science (BS), Social Sciences, Business Management
Lincoln Financial Distributors February 2014 - Present
Lincoln Financial Distributors June 2013 - February 2014
BROOKS BROTHERS PENN'S PURCHASE May 2010 - January 2012
Clemson University May 2011 - December 2011
Four Seasons Golf Center April 2006 - September 2008
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor's degree, Marketing
Lincoln Financial Distributors March 2008 - Present
Computer Aid, Inc. 2005 - March 2008
Skills
SharePoint, Windows Server, Disaster Recovery, Customer Service, Technical Support, Windows 7, Troubleshooting, System Administration, Salesforce.com..., Salesforce.com, Foresight, Outlook, Blackberry Enterprise..., Mobile Technology, WebEx, IT Hardware Support, Webmaster Services, Windows XP, Active Directory, Computer Hardware, Employee Training, iPad Support, iPhone Support, Website Administration, Process Improvement, Help Desk Support, Software Documentation
Education
Delaware County Community College 1996 — 1998
Computer Science
Temple University 1995 — 1996
Biology, General
Vanguard May 2012 - Present
Hospital of the University of Pennsylvania November 2010 - 2011
Lincoln Financial Distributors 1995 - 2009
Skills
Customer Service, Microsoft Word, Administrative..., Executive Support, Outlook, Human Resources
Education
Delaware County Community College
Modernella School of Cosmetology
Pa State License, Cosmetologist
Upper Darby HS
Lincoln Financial Distributors September 2012 - Present
Lincoln Financial Group October 2006 - September 2012
Lincoln Financial Distributors June 2002 - 2006
Skills
Administrative..., Customer Service, Life Insurance, Event Planning, Office Management, Employee Benefits, Executive Support, Telephone Skills, Human Resources, Budgets, Time Management, PowerPoint, Spreadsheets, Sales, Financial Services, Expense Management, Microsoft Excel, Outlook, Access, Relationship Management, Data Entry
Education
Capital Community College 1986 — 1988
Associate's degree
Central Connecticut State University
Business Classes
PFG Advisors June 2005 - Present
Lincoln Financial Distributors March 2001 - May 2005
Skills
Series 7, Series 63, Series 6, Series 65, Life & Health Insurance..., Investments, Estate Planning, Retirement Planning, Qualified Retirement...
Education
Bloomsburg University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.)
Downingtown High School 1988 — 1990
MK Design 2006 - 2013
Lincoln Financial Distributors April 2003 - March 2006
Delaware Investments, a member of the Macquarie Group January 1999 - March 2003
Education
Albright College 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Signature Performance, Inc. January 2015 - Present
Lincoln Financial Distributors February 2014 - January 2015
Baxter Ford September 2011 - November 2013
Skills
Marketing Communications, Email Marketing, Typing, Telephone Skills
Education
Bellevue University 2008 — 2013
Business Administration, Business Administration
North High School 1998 — 2001
high school
Lincoln Financial Securities June 2006 - Present
Lincoln Financial Distributors June 2013 - March 2014
Skills
Strategic Financial..., Life Insurance, Insurance, Financial Advisory, Fixed Annuities, Underwriting, Leadership, Term Life Insurance, Health Insurance, Customer Service, Marketing, Management
Education
Bellevue University 2004 — 2006
Bachelor of Applied Science (BASc), Marketing/Marketing Management, General
Lincoln Financial Distributors August 2007 - Present
Skills
Financial Services...
Education
DePauw University 1975 — 1979
Bachelor of Arts (BA), Physical Education/Business