Lincoln Financial Securities
Industry: Company
DescriptionHeadquarters: Concord, NH Founded: 1969 Parent organization: Lincoln National Corporation Subsidiaries: Jefferson Pilot Insurance Agency of Texas Inc.,
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Lincoln Financial Securities Employees
C. Beach Brown, LLC July 2008 - Present
Lincoln Financial Securities 2006 - Present
Investment Advisers Group Corp. January 2006 - December 2011
Jefferson Pilot Securities Corporation January 2006 - June 2008
Skills
Estate Planning, Investments, Tax, Asset Managment, Insurance, Retirement, Strategic Financial..., Financial Advisory, Life Insurance, Securities, Financial Goals, Investment Advisory..., Personal Finance, Retirement Planning, IRAs
Education
Georgetown University 2002 — 2002
Financial Planning, Finance
The Johns Hopkins University 1997 — 1999
Masters of Arts
The Johns Hopkins University 1994 — 1997
Bachelor of Arts
Lincoln Financial Securities March 2014 - Present
Lincoln Financial Advisors May 2013 - February 2014
Baystate Financial Services May 2012 - April 2013
New England Securities & Baystate Wealth Management May 2012 - April 2013
Penn Mutual January 2012 - April 2012
Penn Mutual September 2006 - April 2012
Penn Mutual June 2004 - August 2006
1st Global Capital Corporation, Dallas, TX May 2001 - June 2004
National Life Group March 2000 - May 2001
MetLife March 1997 - March 2000
Skills
Strategic Financial..., Life Insurance, Wealth Management, Estate Planning, Retirement Planning, Disability Insurance, Financial Advisory, Financial Services, Term Life Insurance, Long-term Care, Mutual Funds, Disability Income..., Fixed Annuities
Education
College for Financial Planning 1996 — 1998
CFP, Financial Planning
The American College 1991 — 1994
CLU/ChFC, Insurance and Financial Services
Miami Dade College
Accounting / Finance
Lincoln Financial Securities April 2013 - Present
The Woodlands Park & Rec Center March 2011 - Present
Morgan Stanley August 2012 - April 2013
Ameriprise Financial Services, Inc. April 2010 - December 2010
Smith Barney October 2005 - March 2008
McDonald Investments Inc. December 2003 - August 2005
Merrill Lynch February 1997 - December 2001
Skills
Series 7, Series 63, Life & Health Insurance..., Investment Strategies, Long Distance Running, Group Exercise..., Certified Running Coach, Coaching
Education
The University of Akron
City of Purvis March 2014 - Present
Resource 2000 November 2012 - Present
Lincoln Financial Securities May 2011 - Present
The University of Memphis July 2009 - May 2010
Forest Pharmaceuticals February 2008 - July 2009
Education
The American College 2010 — 2014
LUTCF Designation, Life Underwriter Training Council Fellow
The University of Memphis 2005 — 2007
BA, Business Communication & Sports Management
Southeastern Louisiana University 2003 — 2004
N/A, N/A
Hattiesburg High School
Lincoln Financial Securities May 2011 - Present
Synergy Investment Group January 2008 - May 2011
BB&T September 2006 - December 2007
Skills
Life Insurance, Long Term Care Insurance, Securities, Investment Advisory, Financial Services, Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Fixed Annuities
Education
University of North Florida 1990 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Caldwell Community College and Technical Institute 1988 — 1989
Close Financial Services, Inc. April 2005 - Present
Close Financial Services, Inc. April 2005 - Present
Lincoln Financial Securities June 2013 - Present
LPL Financial May 2005 - June 2013
Sun America Securities - Tristar Management Inc. 2003 - May 2005
Burke Engineering Company 2001 - 2003
Skills
Retirement Planning, Mutual Funds, Estate Planning, Disability Insurance, IRAs, Strategic Financial..., Financial Advisory, Securities, Insurance, Long Term Care Insurance, Alternative Investments, Employee Benefits, FINRA, Health Insurance, Financial Services, Personal Finance, Personal Financial..., Retirement, Bonds, Fixed Annuities, Variable Annuities, Life Insurance, 401k Rollovers, Trusts, Term Life Insurance, Series 63, Wealth, Series 7, Estate Tax Planning, Financial Planners, Investment Advisory, Finance, Asset Protection, 401k, Wealth Accumulation, Investment Strategies, Long-term Care, Portfolio Management, Stocks, Asset Allocation, Universal Life, Small Business, Savings, Wealth Management, Investment Management
Education
Certified Financial Planner Board of Standards, Inc. 2006 — 2006
CERTIFIED FINANCIAL PLANNER (TM), Financial Planning
University of Nevada-Las Vegas 1993 — 1999
Architecture
Chaparral High School 1986 — 1990
Lincoln Financial Securities February 2010 - Present
First Heartland Financial Group June 2001 - Present
John Hancock Financial Network June 2001 - February 2010
Skills
Investments, Estate Planning, Financial Planning, Insurance, Long Term Care, Retirement Planning, Mutual Funds, 401k Rollovers, Series 65, Series 6, Series 63, Financial Services, Strategic Financial...
Education
Drake University 1997 — 2001
Bachelors of Science, Finance and Insurance
Saint Anthony Village High School 1993 — 1997
Lincoln Financial Securities July 2008 - Present
Kensington Financial Services, Inc May 2000 - Present
Jefferson Pilot Securities February 2004 - July 2008
Skills
Series 7, Mutual Funds, Life Insurance, Investments, Retirement Planning, Investment Advisory, Wealth Management, IRAs, Securities, Series 24, Fixed Annuities, 401k, Investment Strategies, Financial Advisory, Estate Planning, Strategic Financial..., Certified Financial...
Education
University of Iowa 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
University of Iowa 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Kaplan University
CFP(R) Certificate Program
Lincoln Financial Securities August 1992 - Present
Les Wilson & Associates 1992 - Present
Education
Central Piedmont Community College 1990 — 1992
Gaston College 1987 — 1989
Strategic Wealth Planners, LLC. July 1989 - Present
Lincoln Financial Securities 2012 - Present
Nationwide Insurance August 1989 - April 1998
Skills
Personal Financial..., Business Continuity..., Investment Advisory, Investment Strategies, Life Insurance, Disability Insurance
Education
La Salle University 1987 — 1989
Bachelor of Science (BS), Finance and Marketing
Florida Southern College 1986 — 1987
Accounting and Finance
Creative Financial Strategies April 2011 - Present
Lincoln Financial Securities January 2010 - Present
State Farm April 2004 - October 2009
State Farm August 2002 - April 2004
Prudential Securities, Inc. June 1998 - August 2002
Merrill Lynch September 1994 - June 1998
Skills
Strategic Financial..., Wealth Management, Estate Planning, Retirement Planning, Financial Advisory, Financial Services, Investments, Securities, Insurance, Series 7, Fixed Annuities, Life Insurance, Mutual Funds, Long-term Care, IRAs, 401k
Education
University of South Carolina-Columbia 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
Furman University 1987 — 1991
Bachelor of Arts (B.A.), Business Administration
Lincoln Financial Securities September 2010 - Present
Carolina Rapids Soccer Club Soccer Club January 2008 - Present
MetLife June 2007 - August 2010
UNC Charlotte April 1995 - May 2007
Furman University June 1982 - March 1995
Skills
Comprehensive Financial..., Offer investment advice, Buy and sell security..., Offer fixed and..., Life Insurance products, Financial Goals, Life Insurance, Strategic Financial..., Financial Services, Securities, Insurance, Investments, Financial Planners, Investment Advisory, Finance, Financial Advisory, Estate Planning, Financial Planning, Retirement, Retirement Planning, Strategic Planning, Leadership, Public Speaking
Education
Furman University 1977 — 1981
BA Economics and Business Administration
Carmel Academy 1971 — 1977
High School Diploma
Aetna June 2013 - Present
TransUnion May 2013 - Present
Lincoln Financial Securities July 2011 - September 2012
Lincoln Financial Group 2012 - 2012
Ralph Lauren July 2008 - March 2010
Celebrate Express 2006 - 2007
Skills
Quality Assurance, Team Leadership, Process Improvement, Microsoft Excel, Retail, Business Analysis, Customer Satisfaction, Management, Leadership, Microsoft Office, Call Centers, Employee Benefits, Customer Service, Access, Insurance
Education
North Carolina Agricultural and Technical State University 2003 — 2007
BS, Business, Management, Marketing, and Related Support Services
First Financial Services of Michigan September 1984 - Present
First Financial Services of Michigan September 1984 - Present
Your Financial Coach, Inc. September 1984 - Present
Lincoln Financial Group 1984 - Present
Selfridge Air National Guard Base Community Council October 2012 - Present
Rotary Club of Mount Clemens Michigan July 2009 - June 2011
Lincoln Financial Securities June 1985 - January 2009
YMCA 2007 - 2009
General Information about my participation on LinkedIn January 1984 - December 1984
Skills
Financial Management, Portfolio Advising, Executive Deferred..., Business Succession..., Securities Compliance, Investment Policy..., Charitible Planning
Education
University of Pittsburgh 2005 — 2006
AIF, Fiduciary Studies and Investment Advisement
International Association of Registered Financial Consultants 2000 — 2001
RFC, Financial Planning
Denver College Financial Planning (IBCFP) 1990 — 1994
CFP, Finance and Financial Planning
Life Underwriting Training Council Fellow 1985 — 1987
LUTCF, Insurance
Macomb Community College 1981 — 1984
Associate, Marketing
Lincoln Financial Securities 2010 - Present
Financial Wellness 2010 - Present
Lincoln Financial Securities, Member SIPC February 2008 - February 2010
Skills
Financial Planning, Retirement Planning, IRAs, Wealth Management, Estate Planning, Investments, Securities, 401k, Insurance, Small Business
Education
Towson University
Bachelor of Science, Economics with Geography and Environmental Planning
Verato April 2015 - Present
Thomson Reuters January 2015 - March 2015
MicroStrategy January 2013 - December 2014
Lincoln Financial Securities September 2012 - December 2012
Princeton University Dining Services October 2009 - May 2012
Umoja Student Development Corporation June 2011 - August 2011
Skills
Product Management, Requirements Analysis, Competitive Intelligence, Market Research, Product Marketing, User Stories, Competitive Analysis, Strategic Planning, Project Management, Sales, Research, Statistical Modeling, Data Analysis, Public Speaking, Microsoft Excel, Social Media, Fundraising, Management, PowerPoint, Microsoft Office
Education
Princeton University 2008 — 2012
Bachelor of Arts (AB), Political Economy
Lincoln Financial Securities August 2007 - Present
Jefferson Pilot Securities July 2003 - August 2007
Jefferson Pilot Securities June 2000 - July 2003
Jefferson Pilot Securities April 1999 - June 2000
Skills
Strategic Financial..., Business Development, Relationship Management, Investment Strategies, Alternative Investments, Wealth Management, Securities, Series 6, Series 7, Series 24, Series 63, Series 66, Mutual Funds, Investment Advisory
Education
Southern New Hampshire University
Bachelor of Science (BS), Business Administration and Management, General
M & M Brokerage Services, Inc January 2008 - Present
Lincoln Financial Securities March 2006 - Present
Lessee of your apartment 2009 - 2013
Phoenix Life Insurance Company 1975 - 2006
Skills
Insurance, Microsoft Excel, Microsoft Office, Public Speaking, Customer Service, Budget, Editing, Retirement Planning, Strategic Planning, Estate Planning, Fixed Annuities, Employee Benefits, Budgets, Small Business, Securities, Life Insurance, Long-term Care, Disability Insurance, Retirement, Term Life Insurance, 401k
Education
University of Minnesota - Carlson School of Management 1966 — 1970
Bachelor of Science in BA, Business Administration and Management, General
Benilde High School 1962 — 1966
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
DWJ Agency July 2008 - Present
Lincoln Financial Securities March 2014 - Present
The Russell Group Real Estate March 2012 - Present
Global Movement Beyond January 2010 - May 2014
Farmers Insurance November 2007 - October 2013
The Mobile Solution May 2005 - September 2007
Skills
Life Insurance, Insurance, Property & Casualty..., Investments, Fixed Annuities, Commercial Insurance, Sales, Disability Insurance, Real Estate, Workers Compensation, Marketing, Health Insurance, Term Life Insurance, Employee Benefits, Strategic Financial..., Long-term Care, Finance, Marketing Communications, Wealth Management, Retirement, Sales Management, New Business Development, Mortgage Lending, Commercial Real Estate, Brand Management, Mutual Funds, Investment Properties, Whole Life, Small Business, Estate Planning, Universal Life, Risk Management, General Insurance, Legal Liability, Homeowners, 401k, Retirement Planning, Recruiting, Casualty, Umbrella Insurance, Renters, Insurance Brokerage, IRAs, Underwriting, Professional Liability, Series 6, Liability
Education
University of Maryland College Park 2003 — 2007
Bachelors of Art & Humanity, Double Degree: Communication & Criminal Justice
Compass Financial Partners December 2013 - Present
Lincoln Financial Securities July 1992 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Appalachian State University
Zeiders Enterprises, Inc. June 2013 - Present
Lincoln Financial Securities January 2005 - Present
MassMutual Financial Group January 1985 - December 2004
US Army Reserve 1974 - 1996
Skills
Securities, Investment Advisory, Financial Services, Wealth Management, Finance, Financial Planning, Commercial Insurance, Life Insurance
Education
The American College 1987 — 1988
Chartered Life Underwriter
College for Financial Planning 1966 — 1987
Studies leading to the Certified Financial Planner designation
The University of Western Ontario - Richard Ivey School of Business 1976 — 1978
MBA
Randolph-Macon College 1964 — 1968
BA
Constitution Advisory Group June 2010 - Present
Lincoln Financial Securities January 1988 - Present
Skills
401k, Retirement Planning, Wealth Management, Retirement, Series 7, Strategic Financial..., Life Insurance, FINRA, Series 63, Investment Advisory, Long-term Care, Securities, Series 24, Financial Planning, Investments, Mutual Funds
Education
Hobart College 1973 — 1977
BA, Economics
Lincoln Financial Securities July 2008 - Present
FPA of Greater Fort Lauderdale January 2008 - Present
Money Matters of America, Inc November 1992 - Present
CFP® July 1990 - Present
Education
College for Financial Planning 1987 — 1989
CFP® Certification, CERTIFIED FINANCIAL PLANNER™
Florida State University 1979 — 1981
Business
FINRA Securities registration held with Lincoln Financial Securities
Lincoln Financial Securities October 2014 - Present
American Financial Network LLC October 2014 - Present
New York Life Insurance Company June 2009 - October 2014
Eagle Strategies LLC June 2009 - October 2014
New York Life Insurance Company June 2009 - October 2014
Financial Network Investment Corporation, Member SIPC October 2001 - June 2009
Rue Insurance February 2001 - June 2009
Merrill Lynch February 2000 - February 2001
Rue Insurance August 1996 - February 2000
Skills
Insurance, Retirement Planning, Life Insurance, Investments, Securities, Fixed Annuities, Disability Insurance, Retirement, College Savings Plans, 401k Rollovers, IRAs
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1995
Bachelors
William Paterson University of New Jersey
The Carolinas Financial Network February 2015 - Present
Lincoln Financial Securities February 2015 - Present
Legacy Wealth Strategies 2004 - February 2015
AXA Advisors February 2011 - January 2015
AXA Advisors, LLC September 2004 - February 2011
The Equitable (AXA Group) 1988 - 2004
Skills
Strategic Financial..., Fixed Annuities, Securities, Insurance, Finance, Risk Management, Investments, Financial Planning, Management, Leadership, Retirement Planning, Small Business, Financial Planners, Tax, Wealth Management..., Wealth Management, 401k, FINRA, Estate Planning, Series 7, Retirement, Mergers & Acquisitions, Annuity
Education
University of North Carolina at Chapel Hill 1984 — 1988
Bachelor's Degree, Economics
Ravenscroft High School 1980 — 1984
Lincoln Financial Securities June 1999 - Present
Lincoln Financial Group 2000 - 2014
American Express Financial Advisors February 1995 - June 1999
Education
Florida Atlantic University 1990 — 1992
BPA, Political Science
Santa Fe Community College 1987 — 1989
AA, General
Perry Planning Group 2012 - Present
Lincoln Financial Securities 2012 - Present
Campbell University January 2006 - Present
The Fidelity Bank 2007 - 2012
Wachovia, A Wells Fargo Company 2005 - 2007
Branch Banking and Trust 2003 - 2005
Branch Banking and Trust 2003 - 2003
Education
Wake Forest University 1995 — 1999
BA, Political Science and Religion Double Major
Campbell University 2001 — 2002
Master of Business Administration, Investments and Securities
Campbell University 2002 — 2003
Master of Trust and Investment Management
Bank of America June 2015 - Present
Equinox December 2014 - April 2015
RBS Citizens September 2013 - October 2014
BlackRock December 2012 - July 2013
Lincoln Financial Securities December 2010 - September 2012
Lincoln Financial Securities July 2010 - December 2010
Lincoln Financial Securities April 2009 - June 2009
Martel’s Self Care Products April 2005 - April 2008
Skills
Series 6, Series 63, Microsoft Office, Fixed Annuities, Mutual Funds, Investments, 401k Rollovers, Retirement Planning, Securities, Financial Advisory, Investment Strategies, Wealth Management, IRAs, 529 Plans, Separately Managed..., Variable Annuities, Life & Health Insurance..., Sales
Education
Roger Williams University 2006 — 2010
Bachelor of Science (B.S.), Business Administration, Management and Operations
Lincoln Financial Securities October 2009 - Present
MetLife Financial Services June 2007 - October 2009
MetLife May 2007 - October 2009
Kem Duguid & Associates 2005 - 2007
Skills
Mutual Funds, Insurance, Small Business, Financial Analysis, Wealth Management, Business Planning, Retirement, Financial Planning, Series 7, Fixed Annuities, Employee Benefits, Financial Services, 401k, Wealth Accumulation, Retirement Planning, Strategic Financial..., Estate Planning, Finance, Investments, Financial Advisory, Securities
Education
University of Kentucky 2000 — 2005
Bachelor of Science, Accounting
University of Kentucky 2000 — 2005
Bachelor of Science in Accounting, Accounting and Finance
Lincoln Financial Securities June 1996 - Present
RD Marketing Group, Inc July 1995 - Present
Tri-State Financial Marketing, Inc July 1993 - Present
Jefferson Pilot Financial June 1991 - July 1993
Skills
Securities, Retirement Planning, Series 7, Series 63, Investment Advisory, Series 65, Wealth Management, IRAs, Mutual Funds, Strategic Financial..., Life Insurance, Financial Advisory
Education
Duquesne University 1980 — 1984
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Trinity High School 1976 — 1980
N/A, General High School Curriculum
Heritage Financial Consultants, LLC April 2015 - Present
Pilot Financial August 2012 - April 2015
Lincoln Financial Securities June 2012 - April 2015
Richard L. Hope April 2012 - April 2015
C. Beach Brown, LLC June 2011 - June 2012
Skills
Retirement Planning, Holistic Financial..., Personal Financial..., Investment Advisory, Licensed Life & Health..., Asset Allocation, Alternative Investments, 401k Rollovers, 401k, Profit Sharing, Asset Management, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Series 7, Series 65, Series 63, Securities
Education
Kaplan University 2013 — 2014
Financial Planning, Financial Planning and Services
Washington College 2006 — 2010
Bachelor of Arts, Economics
Broadneck Senior High 2002 — 2006
Alliance Wealth Advisors September 2014 - Present
Securities America, Inc. Member FINRA/SIPC December 2013 - September 2014
Keystone Financial October 2012 - September 2014
Lincoln Financial Securities October 2012 - December 2013
Hartline & Roberts LLC May 2010 - September 2012
Education
Auburn University, College of Business 2005 — 2009
Finance, Finance, Economics, Accounting
Auburn University
Finance and Financial Management Services
Lincoln Financial Securities July 2014 - Present
Vermont Lake Monsters April 1998 - Present
Saint Albans Town Educational Center July 2010 - June 2014
Browns River Middle School August 2009 - June 2010
People's Securities August 2008 - August 2009
Edward Jones July 2005 - August 2008
Fairfield Center School July 2000 - June 2005
Skills
Financial Services, Teaching, Coaching, Sales, Curriculum Development, Social Networking, Tutoring, Teacher Training, Curriculum Design, Fundraising, Nonprofits, Public Speaking, Customer Service, Social Media, Research
Education
University of Vermont 2011 — 2014
Masters Degree, Mathematics
University of Vermont 1996 — 2000
Bachelor of Arts (B.A.), Secondary Education and Teaching
US Air Force Academy 1996 — 1996
none, Military History
Lincoln Financial Securities December 2014 - Present
Lincoln Financial Securities May 2014 - December 2014
Citizens Bank December 2013 - May 2014
Skills
Customer Service, Financial Analysis, Microsoft Word, Banking, Retail Banking, Microsoft Office, Financial Modeling, Financial Accounting, Microsoft Excel, PowerPoint, Public Speaking, Sales Management
Education
Plymouth State University 2008 — 2012
Bachelor of Science (BS), Finance, General
Western New England College 2007 — 2008
Bachelor of Arts (B.A.), Sport and Fitness Administration/Management
Starling Financial & Insurance April 2012 - Present
Parkland Securities, LLC April 2012 - Present
Lincoln Financial Securities June 2003 - April 2012
Cristina Nichols January 2000 - May 2003
The Beckmann Group June 1995 - December 1999
Skills
Customer Service, Investments, Sales, Microsoft Office, Leadership, Finance, Financial Analysis, Insurance, Risk Management, Marketing
Education
The American College 2005 — 2007
Finance, Securities Law, & Insurance
Coleman College 1989 — 1990
Office Automation, Computer Software Programs, Freshman
Falcon High School 1983 — 1986
High School, General-College Prep
Dawkins Financial Services May 2015 - Present
Lincoln Financial Securities May 2014 - Present
First Heartland Financial Group May 2014 - May 2015
Waddell & Reed August 2011 - May 2014
Wells Fargo March 2010 - August 2011
Technisource March 2010 - August 2011
Self Employed January 2010 - April 2010
Wellmark Blue Cross Blue Shield October 2006 - January 2010
Wellmark July 2006 - October 2006
Wellmark October 2001 - July 2006
Skills
Financial Services, Customer Service, Requirements Gathering, Retirement Planning, Insurance, Requirements Analysis, Problem Solving, Life & Health Insurance..., Series 7, Series 66, Health Insurance, Networking, Change Management, Marketing, Process Improvement, Information Technology, Leadership, Vendor Management, Business Analysis, Project Management, Information Security, Management, Customer Satisfaction, Program Management, Team Leadership, Analysis, Business Process..., Risk Management, Six Sigma, Consulting, Team Building, Strategic Planning, Sales
Education
Iowa State University 1995 — 1999
Management Information Systems, Minor in Philosophy
Des Moines Area Community College 1993 — 1995
AS, Associates of Science
Boone High School, Iowa 1990 — 1993
Diploma, General Education
Signator Investors, Inc. November 2014 - Present
Lincoln Financial Securities January 2007 - November 2014
Skills
Series 24, Series 4, Seires 53, Series 7, Series 6, Series 63, Variable Annuities, Securities, Mutual Funds, Fixed Annuities, Investment Advisory, Retirement, IRAs, Financial Advisory, Strategic Financial..., Investment Strategies, Investments
Education
La Salle University 1994 — 1998
Bachelor of Arts (BA), Political Science and Government
American Financial Network LLC 2002 - Present
Lincoln Financial Securities January 2003 - Present
Skills
Small Business, Long-term Care, Disability Insurance, Investments, Retirement Planning, Investment Properties, Retirement
Education
Montclair State University 1976 — 1980
Bachelor of Arts (BA), Political Science
Archer Insurance Group January 1990 - Present
Lincoln Financial Securities January 2014 - Present
Skills
Insurance, Estate Planning, Business Continuity..., Life Insurance, Disability Insurance, Long Term Care Insurance, Strategic Planning, Management, New Business Development, Business Strategy, Strategic Financial..., Mutual Funds
Education
University of North Carolina at Chapel Hill 1978 — 1982
BA, English
Episcopal High School 1975 — 1978
Ravenscroft School 1969 — 1974
Lincoln Financial Securities November 2003 - Present
Norkum Wealth Management, Inc. December 1981 - Present
The Hanover Insurance Group August 1989 - November 2003
American Express Financial Advisors July 1985 - August 1989
Skills
Retirement Planning, Investment Advisory, Wealth Management, Financial Services, Life Insurance
Education
Bentley University 1964 — 1968
Bachelor of Science (B.S.), Accounting and Finance
Lincoln Financial Securities January 2013 - Present
Lincoln Financial Group March 2011 - December 2012
Lincoln Financial Group November 2005 - March 2011
Skills
Business Analysis, Process Improvement, Microsoft Office, Insurance, Strategic Financial..., Project Management, Microsoft Excel, Customer Service, Wealth Management, Team Leadership, Management, Life Insurance, PowerPoint, Time Management, Employee Benefits, Coaching, Strategic Planning
Education
Liberty University 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Lincoln Financial Securities December 2013 - Present
Chartered Financial Planning Associates, Ltd. November 2012 - Present
Financial Planning Association (FPA) January 2002 - Present
St. Mary's Catholic Church January 1994 - Present
Bon Air Basketball October 2010 - March 2014
Tuckahoe Little League 2004 - 2013
Royal Chevrolet July 2011 - October 2012
Pinnacle First Financial Group, LLC October 2010 - October 2012
Innsbrook Breakfast Club 2009 - 2011
Ancient Order of Hibernians 2009 - 2011
Skills
Fixed Annuities, Long Term Care Insurance, Retirement, IRAs, Disability Insurance, Life Insurance, Insurance, Series 7, Estate Planning, Long-term Care, 401k, Mutual Funds, Term Life Insurance
Education
The American College 1998 — 2002
Chartered Life Underwriter (CLU); Chartered Financial Consultant (ChFC)
Southeastern Louisiana University 1979 — 1984
BA, Health and Physical Education
St. Paul's High School 1974 — 1977
HS Diploma, N/A
Lincoln Financial Securities August 2012 - Present
Education
The University of Connecticut 1992 — 1996
Economics
coreVision Financial Group January 2015 - Present
LPL Financial July 2014 - Present
Thoman Financial Advisors July 2012 - December 2014
Lincoln Financial Securities July 2005 - July 2014
Business & Professional Financial Services, Inc. June 1999 - June 2012
Skills
Fee Based Investment..., 401k Rollovers, Mutual Funds, Stocks, Bonds, Traditional IRA's, Roth IRA's, 529 Plans, Variable Annuities, Fixed Annuities, 401k's, Retirement Planning, Estate Planning, Life Insurance -..., Long Term Care Insurance, Securities, Financial Services, Financial Advisory, FINRA, Insurance, Marketing, Series 7, Life Insurance, Retirement, Wealth Management, Long-term Care, Term Life Insurance, Strategic Financial..., Investments, Health Insurance, Asset Management, Small Business, Investment Advisory, IRAs, Relationship Management, Wealth Management..., Wealth, Financial Planners, ERISA, Investment Strategies, Employee Benefits, Series 63
Education
University of Indianapolis 1995 — 1999
Bachelor of Science, Economics and Finance
The Carolinas Financial Network July 2007 - Present
Lincoln Financial Group May 2006 - Present
Lincoln Financial Securities January 1999 - Present
East Carolina University April 1997 - Present
Jefferson Pilot Financial January 1990 - May 2006
Education
East Carolina University - College of Business 1987 — 1989
BSBA, Finance
Montreat College 1985 — 1987
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Isothermal Community College 1984 — 1985
General Studies
Lincoln Financial Group September 2005 - Present
Lincoln Financial Securities September 2005 - Present
New England Financial September 2000 - September 2005
Prudential Financial August 1998 - September 2000
Education
Appalachian State University
Bachelor of Arts (BA), Communication and Media Studies
Lincoln Financial Securities June 2003 - Present
Colonial Supplemental Insurance March 2003 - November 2004
Aflac July 2000 - March 2003
Skills
Customer Service, Time Management, Microsoft Office, Insurance, Microsoft Excel, PowerPoint, Sales, Management, Process Improvement, Life Insurance, Microsoft Word, Team Leadership, Series 6, 401k, Software Documentation
Education
eCornell University 2012 — 2013
Project Leadership Certification, Project Management
Indiana Wesleyan University 2010 — 2013
Bachelor of Business Administration (BBA), Business Management
Ivy Tech Community College 2008 — 2010
Certification, Massage Therapy/Therapeutic Massage
Lincoln Financial Securities September 2002 - Present
Anchor Financial Group November 2002 - July 2014
ACC Football Officials 1992 - 2011
Wachovia, A Wells Fargo Company 1996 - 2002
Skills
Management, Event Planning, Fundraising, Leadership, Strategic Planning, Small Business, Sales, Public Speaking, Customer Service, Team Building
Education
College for Financial Planning 2007 — 2008
CRPC, Retirement Planning
American College 1973 — 1975
CLU, Insurance and Estate Planning
Appalachian State University 1967 — 1971
B.S. - B.A., Business
Merrimack Valley High School November 2013 - Present
Lincoln Financial Securities September 2013 - Present
Lincoln Financial Group August 2005 - Present
Alcohol and Drug Intervention Program 2003 - 2005
Skills
Customer Service, Life Insurance, Securities, Long-term Customer..., Building Relationships
Education
Springfield College 2004 — 2005
Bachelor of Science, Human Services
New Hampshire Technical Institute 2003 — 2004
Associate of Science, Addiction Counseling
Assumption College 2001 — 2003
Social Rehabilitation and Spanish
Greene & Associates Integrated Retirement Strategies May 2004 - Present
Lincoln Financial Securities November 1994 - Present
Skills
Retirement Planning, Financial Services, Financial Advisory, Small Business
Education
University of New Hampshire
Redmer Financial Group October 2013 - Present
PAR Fund Board of Directors 2014 - 2014
PAR Fund Board of Directors 2014 - 2014
Lincoln Financial Securities 2013 - 2014
JDRF 2009 - 2014
M&T Investment Group August 2011 - October 2013
Northwest Savings Bank June 2008 - August 2011
PNC Investments September 2007 - June 2008
Mercantile Bank 1977 - 2007
Education
Notre Dame of Maryland University 2000 — 2003
Master of Arts (MA), Management, Marketing
Notre Dame of Maryland University 1992 — 1998
Bachelor of Arts (BA), Finance & Management
WealthPlan Financial April 1977 - Present
Lincoln Financial Securities April 1977 - Present
Skills
Investments, Insurance, Retirement, Financial Services, Securities, Sales, Fixed Annuities, Retirement Planning, Strategic Planning, Underwriting, Disability Insurance, Series 7, Series 63, Financial Analysis, Life Insurance, Asset Management, Estate Planning, Portfolio Management, Business Development
Education
University of North Carolina at Charlotte 1971 — 1976
Bachelor of Science (B.S.), Political Science
East Mecklenburg 1968 — 1971
Lincoln Financial Securities June 1997 - Present
Zevatech 1996 - 1997
Skills
Public Speaking, Wealth Management, Retirement Planning, Microsoft Office, Research, Sales Management, Leadership, Customer Service, Strategic Planning, Investment Advisory, Sales, Mutual Funds, Life Insurance, Variable Annuities, Disability Insurance, Personal Financial..., Long Term Care Insurance, Management, Investments, Finance
Education
North Carolina State University - College of Management 1992 — 1996
BS, Business Management
Lincoln Financial Securities February 2015 - Present
Kelly Services(Measured Progress) March 2009 - February 2015
Concord Group Insurance November 2000 - September 2006
Skills
Insurance, General Insurance
Education
Georgian Court University 1987 — 1992
Bachelor of Arts (B.A.), Mathematics
John Hancock Life Insurance Company (U.S.A.) June 2006 - Present
LINCOLN FINANCIAL SECURITIES January 2000 - June 2006
CITISTREET / CITIGROUP October 1998 - January 2000
RAYMOND JAMES FINANCIAL January 1997 - October 1998
Education
Southern New Hampshire University
Master of Business Administration; Certificate, Marketing
Salem State University
Bachelor of Science, Business Administration; Marketing
Constitution Advisory Group, LLC July 2010 - Present
Lincoln Financial Securities April 2002 - Present
Savino, Sturrock & Sullivan, LLC April 2002 - June 2010
R. C. Knox and Company, Inc. September 1994 - April 2002
Skills
Retirement Planning, 401k, Retirement, Securities, Wealth Management, Qualified Retirement..., Employee Benefits, Investments, Financial Services, Mutual Funds, Long-term Care, Series 63, Strategic Financial..., Fixed Annuities, Series 7, Financial Planning, Series 6, Strategic Planning
Education
Bentley University 1980 — 1984
BS/AS, Marketing Management/Accountancy
Lincoln Financial Securities February 2010 - Present
First Heartland Financial Group, Inc. 2001 - Present
John Hancock Financial Network May 1996 - January 2010
Skills
401k, Estate Planning, Financial Advisory, Fixed Annuities, IRAs, Insurance, Investment Advisory, Investments, Life Insurance, Long-term Care, Marketing, Mutual Funds, Retirement, Long Term Care Insurance, Retirement Planning, Series 7, Strategic Financial..., Wealth Management
Education
University of Iowa
Business, Marketing
Commonwealth Financial Network May 2011 - Present
Lincoln Financial Securities September 2010 - May 2011
Education
Boston University - Metropolitan College 2013 — 2014
Certificate in Financial Planning
Southern New Hampshire University 2005 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Lincoln Financial Securities July 2008 - Present
Kensington Financial Services, Inc July 1999 - Present
Skills
Series 6, Retirement Planning, Series 63
Education
DePaul University
Bachelor of Arts (B.A.), Political Science and Government
Lincoln Financial Securities September 2012 - Present
Lincoln Financial Group July 2010 - September 2012
National MS Society April 2002 - June 2007
Skills
Communication, Strategic Planning, Project Management, Business Analysis, Management, Team Leadership
Education
Ball State University 1982 — 1988
Master of Arts (M.A.), Applied Linguistics
Lincoln Financial Group April 2014 - Present
Lincoln Financial Securities May 2011 - February 2013
Skills
Investments, Microsoft Excel, Financial Planning, Financial Services, Sales, Fixed Annuities, Marketing, Series 6, Mutual Funds, Insurance, Series 7, Series 63, Life Insurance, Strategic Financial...
Education
Union College 1987 — 1991
Psychology
Lincoln Financial Securities 1986 - 2013
Diocese of Allentown 1984 - 1986
Lehigh County School Districts 1982 - 1984
Learn and Play Preschool 1976 - 1978
Canton Local School District 1973 - 1976
Paramus School District 1965 - 1966
Skills
Microsoft Office, Customer Service, Social Media, Management, Creative Nonfiction..., Leadership, Creative Writing
Education
Caldwell College 1962 — 1965
Bachelor of Arts, English/Elementary Education
Fairleigh Dickinson University 1961 — 1962
Elementary Education and Teaching
Lincoln Financial Securities May 2008 - Present
NCO Financial Services February 2003 - May 2008
Walmart June 1999 - June 2003
Education
University of North Carolina at Greensboro 1998 — 2002
Textile Design & Marketing
Lincoln Financial Securities January 1990 - Present
Alenia Aeronautica September 1981 - October 1987
Icet Industrie SpA October 1978 - August 1981
Skills
Business Analysis, Investments, Insurance, Microsoft Office, SQL, Financial Services, Finance, SDLC, Analysis, Management, Microsoft Excel, Process Improvement, Leadership
Education
Indiana University—Purdue University Fort Wayne 1989 — 1993
Bachelor's degree, Electrical Engineering Technology, Minor Computer Science
Instituto Antonio Meucci, Specializato in Telecomunicazioni, Roma Italia 1973 — 1976
Diploma Tecnico Industriale, Tecnologia/tecnico delle telecomunicazioni, 42/60
Lincoln Financial Securities February 1996 - Present
Arthur A. Oliver & Son February 1986 - February 1995
Skills
Insurance, Business Requirements, Requirements Gathering, Team Leadership, Process Improvement, Project Management, Account Management, Accounts Payable, Accounts Receivable, General Ledger, Credit Analysis
Education
Indiana University-Southeast 1980 — 1982
Business Administration, Management and Operations
Indiana University SE 1980 — 1982
Accounting and Business/Management
Faversham School of Travel 1982 — 1983
Tourism and Travel Services Management
Lincoln Financial Securities August 1999 - Present
Integon GMAC Insurance July 1996 - August 1999
Tom Sineath Designs Inc September 1992 - July 1996
Education
Appalachian State University 1989 — 1990
Attended 1 year
Alamance Community College 1985 — 1989
Associates in Applied Science, Business Administration
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 Securities August 2015 - Present
Education
Indiana University—Purdue University Fort Wayne 2003 — 2005
Lincoln Financial Securities June 1996 - Present
Insurance Planning Group April 1992 - Present
Skills
Microsoft Excel, Microsoft Word, Life Insurance, Disability Insurance, Property & Casualty..., Fixed Annuities, Variable Annuities, Leadership
Education
Saint Joseph's University
Bachelor of Science (BS), Food Marketing