Lincoln National

Industry: Insurance company

Description

Lincoln National Corporation is a Fortune 250 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies. Customer service: 1 (877) 275-5462 Headquarters: Radnor, PA Executives: Dennis R. Glass (CEO, President), Subsidiaries: The Lincoln National Life Insurance Company,

Lincoln National List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lincoln National. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Lincoln National Employees

Employee
Years
Job
Industry
Jenn Walsh Jenn Walsh San Francisco Bay Area Details
Jenn Walsh's Lincoln National Experience 1990 - 1992
Job SVP, National Employee Benefits Business Leader
Industry Insurance
Experience
Woodruff-Sawyer & Co  January 2015 - Present
Woodruff-Sawyer & Co.   July 2004 - Present
ProBusiness (subsequently acquired by ADP)   June 1997 - June 2004
Pacific Mutual - PM Group   1995 - 1997
Employers Health Insurance  1992 - 1995
Lincoln National   1990 - 1992

Skills
International Benefits..., International Benefits, Mergers, Compliance, Employee Benefits, Consulting, Leadership, HRIS, Benefits Administration, Deferred Compensation, Employee Relations, Performance Management, Strategic Planning, Coaching, Employee Engagement, Human Resources, Insurance, Health Insurance, Change Management, Account Management, HR Consulting, Business Strategy, Process Improvement, Mergers & Acquisitions, Sales, Brokers, Disability Insurance, Underwriting, Commercial Insurance, Health Savings Accounts, Workers Compensation

Education
University of California, Los Angeles   1986 — 1990
BA

Mildred Quackenbush Mildred Quackenbush Yoder, Indiana Details
Mildred Quackenbush's Lincoln National Experience 2011 - 2013
Job Manager of Implementation at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln National   2011 - 2013
Lincoln Financial Group  April 2008 - February 2011

Skills
Series 6, Series 26, 401k, Retirement, FINRA, Insurance, Employee Benefits, Mutual Funds, Financial Services, SDLC, Business Analysis, Relationship Management, Fixed Annuities, Series 63, Process Improvement, Management, Leadership, Pensions, Defined Contribution

Education
Indiana Institute of Technology   2001 — 2006
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General

Indiana Institute of Technology   2001 — 2006
Bachelor of Science (B.S.), Human Resources Management and Services

Laura Lockwood Laura Lockwood Cincinnati Area Details
Laura Lockwood's Lincoln National Experience January 1989 - January 1992
Job Territory Manager Acute Care at Coloplast
Industry Medical Devices
Experience
Coloplast  December 2009 - Present
Radiometer America  July 2008 - November 2009
Valleylab a division of Tyco Healthcare   July 2004 - July 2008
Empi, Inc  October 1999 - July 2004
Pacificare Health Plan   October 1989 - October 1999
PacifiCare  January 1997 - January 1999
FHP, Inc  January 1995 - January 1997
TakeCare Healthcare Systems   January 1992 - January 1995
Lincoln National   January 1989 - January 1992
Community Mutual Blue Cross & Blue Shield   April 1989 - October 1989

Skills
Surgeons, Disposables, Surgical Instruments, Medical Devices, Hospitals, Sales Operations, Product Launch, Urology, Sales, Sales Force Development, Market Development, Clinical sales, Ostomy Care, Wound Care, Instructor-led Training, Educational Leadership, Managed Care, Laboratory Equipment, Field Training, Medical Sales, Capital Equipment Sales, Acute Care, Operating Room Sales, Orthopedic, Medical/Surgical, Medical Education

Education
Oakland University   1979 — 1983
B.A., Communication Arts/journalism

Xavier University Center

Sandy Destefano Sandy Destefano Greater Chicago Area Details
Sandy Destefano's Lincoln National Experience January 1986 - January 1989
Job VP Sales and Account Management at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare  January 2007 - Present
UnitedHealthcare  January 1997 - January 2007
FHP Health Care, formerly Takecare Corporation   January 1995 - January 1997
Takecare Corporation, formerly Lincoln National Insurance   January 1989 - January 1995
Lincoln National   January 1986 - January 1989
Lincoln National   January 1985 - January 1986
Lincoln National Insurance   January 1978 - January 1985

Skills
Management, Managed Care, Sales, Health Savings Accounts, Life Insurance, Leadership, Health Insurance, Project Management, Medicare, Insurance, Customer Service, Sales Management, Performance Management, Account Management, Human Resources, Risk Management, Sales Operations, Employee Benefits, Business Strategy, Business Process..., Product Development, Team Building, Customer Satisfaction, Disability Insurance, Budgets, HMO, Marketing, Healthcare, Brokers

Education
Loyola University of Chicago   1973 — 1977
Bachelor of Arts, History

Laura Daugherty Laura Daugherty Sacramento, California Area Details
Laura Daugherty's Lincoln National Experience September 1990 - April 1992
Job Account Executive at EPIC
Industry Insurance
Experience
EPIC  March 2014 - Present
DeWitt Stern Group  February 2012 - March 2014
GFBB Benefits & Insurance Services, Inc   January 2006 - December 2011
Jenkins Athens Insurance Services  August 2004 - January 2006
Guardian Insurance Company of America   October 2000 - August 2004
Keenan & Associates  April 1992 - October 2000
Lincoln National   September 1990 - April 1992

Skills
Microsoft Office, Excel, PowerPoint, Account Management, Customer Service, Strategic Planning, Negotiation, Writing, Teamwork, Problem Solving, Client Relationship..., Public Speaking, Employee Benefits, Open Enrollment, Marketing Strategy, Microsoft Excel, Underwriting, Insurance, Employee Relations, Benefits Administration, Brokers, CRM, Disability Insurance, Term Life Insurance, Health Insurance, Sales, Life Insurance, New Business Development, Claim, Marketing, Leadership, Sales Management, Health Savings Accounts, Property & Casualty..., Long-term Care, Commercial Insurance, Professional Liability, Casualty, Management, Liability, Legal Liability, Umbrella Insurance, Employment Practices..., General Insurance, Customer Retention, Commercial Lines, COBRA, Benefits Negotiation, Compliance

Education
Montana State University-Billings   1980 — 1983
Business Management

Cynthia Cameron Cynthia Cameron Portland, Oregon Area Details
Cynthia Cameron's Lincoln National Experience 1989 - 1990
Job President at Benefit Specialists, Inc.
Industry Insurance
Experience
Benefit Specialits, Inc.   August 1999 - Present
CASA  2007 - 2014
United Healthcare  January 1995 - June 1999
HealthNet of California  1990 - 1995
Lincoln National   1989 - 1990

Skills
Employee Benefits, Dental, Wellness Programs, Health Insurance, Benefits, 401k, Voluntary Plans, Executive Benefits, Self Funding, Employee Wellness, Health Savings Accounts, Small Business, Managed Care, Self-funded, COBRA, Benefits Administration, Brokers, Claim, Term Life Insurance, Insurance, Executive Pay, Disability Insurance, Long-term Care, Whole Life, Accident, Group Insurance, Workers Compensation, Volunteering, Life Insurance

Education
Southern Oregon University   1982 — 1986
BA, Human Resources

Southern Oregon State University
Bachelor's degree, Business Administration and Management, General

Peter Gourley Peter Gourley Hartford, Connecticut Area Details
Peter Gourley's Lincoln National Experience January 1998 - September 2001
Job Vice President at Ruark Insurance Advisors
Industry Insurance
Experience
Ruark Insurance Advisors   January 2002 - Present
Lincoln National   January 1998 - September 2001
CIGNA  August 1981 - December 1997

Education
Middlebury College   1977 — 1981
BA, Mathematics

Cheryl Wooster Cheryl Wooster Greater Denver Area Details
Cheryl Wooster's Lincoln National Experience 1985 - 1992
Job Health Care Professional
Industry Hospital & Health Care
Experience
Innovation Pavilion  Vice PresidentChronic Disease SpecialistsMarch 2013 - December 2014
Kissing Camels Surgery Center   December 2009 - January 2011
CodeOne, Inc.   2006 - 2009
XLHealth  1996 - 2000
PacifiCare Health Systems  1992 - 1995
Lincoln National   1985 - 1992

Skills
Medicare, Customer Service, Medicaid, Healthcare Industry, Managed Care, Healthcare Management, Hospitals, Health Insurance, Healthcare Information..., Healthcare Consulting, HIPAA, Revenue Cycle, EHR, Physician Relations, Quality Improvement, Provider Relations, Disease Management, EMR

Education
Assumption College
Bachelor of Arts (B.A.)

East Carolina University
Master of Business Administration (MBA)

Stewart McIntire Stewart McIntire Greater Boston Area Details
Stewart McIntire's Lincoln National Experience 1988 - 1991
Job Business Systems Analyst at Senior Whole Health
Industry Insurance
Experience
Senior Whole Health  December 2011 - Present
Commonwealth Care Alliance  August 2011 - December 2011
Commonwealth Care Alliance  June 2010 - October 2011
Self-Employed  October 2009 - June 2010
Eastern Casualty Insurance Company  April 1996 - September 2009
Dean Consulting   1995 - 1996
Blue Cross & Blue Shield of Mississippi  1991 - 1994
Lincoln National   1988 - 1991

Skills
SQL, healthcare and claims..., Excel, Word, Visio,..., Analytics, Business Analysis, Analysis, SDLC, Visio, Data Analysis, Databases, Software Documentation, Process Improvement, Requirements Analysis, Business Intelligence, Requirements Gathering, Access, Microsoft Excel

Education
Vermont College of Fine Arts   2012 — 2013
graduate study, music composition

Boston University   2010 — 2010
Certificate, Business Analysis

The University of Texas at Austin   1983 — 1984
graduate study, music composition

Mississippi College   1974 — 1981
Bachelor’s Degree, Music Theory and Composition

Cindy Geisman Cindy Geisman Fort Wayne, Indiana Area Details
Cindy Geisman's Lincoln National Experience 1990 - 1991
Job Chief Operating Officer at Turnstone Center for Children and Adults with Disabilities
Industry Nonprofit Organization Management
Experience
Turnstone Center for Children and Adults with Disabilities  August 1997 - Present
St Joseph Medical Center  1987 - 1997
Lincoln National   1990 - 1991
Otis R Bowen Center   1986 - 1987
Grant County Probation Office   1984 - 1985

Education
Indiana Wesleyan University   1989 — 1991
MBA, Business

Indiana University-Purdue University at Indianapolis   1985 — 1987
MSW, Social Work

Indiana Wesleyan University   1980 — 1984

Teresa Schath Teresa Schath Kansas City, Missouri Area Details
Teresa Schath's Lincoln National Experience August 1989 - August 1991
Job Client Manager at CoreSource
Industry Insurance
Experience
FMH CoreSource  November 2005 - October 2015
Benesight, Inc.   February 2001 - November 2005
DeFrain Mayer, Inc.   February 1999 - February 2001
The TPA  December 1998 - February 1999
First Health  December 1997 - December 1998
EBP HealthPlans  August 1991 - December 1997
Lincoln National   August 1989 - August 1991
Wrenn Insurance Agency   September 1988 - August 1989
Union Central Life  1983 - 1988

Skills
Insurance, Health Savings Accounts, Health Insurance, Managed Care, Employee Benefits, Marketing, Brokers, Strategic Planning

Education
University of Missouri-Kansas City
Bachelor of Arts, English

Chris Ledell Chris Ledell Phoenix, Arizona Area Details
Chris Ledell's Lincoln National Experience October 2007 - December 2008
Job External Wholesaler at BlackRock
Industry Financial Services
Experience
BlackRock  July 2010 - Present
Lincoln National   October 2007 - December 2008
Valley Forge Enterprises, Ltd   September 2006 - October 2007
SEI Investments  September 2001 - September 2006
American Express Advisors   March 1999 - September 2001
Chrysler Financial  August 1996 - March 1999

Education
Saint Joseph's University - Erivan K. Haub School of Business   2006 — 2008
MBA, Finance

Keene State College   1992 — 1996
BS, Management

Anita Lofton Anita Lofton Sacramento, California Area Details
Anita Lofton's Lincoln National Experience 1983 - 2001
Job President at Senior Moment Life
Industry Nonprofit Organization Management
Experience
Senior Moment Life   June 2014 - Present
Humana  March 2013 - Present
The Lorneanna Group   August 2009 - Present
Central San Diego Black Chamber Of Commerce   May 2009 - April 2011
Health Net  April 2001 - June 2009
Lincoln National   1983 - 2001
TakeCare Insurance Company, Inc.   1994 - 1998

Skills
Direct Sales, Small Business, Employee Benefits, Insurance, Health Insurance, Strategic Planning, Team Building, Brokers, Disability Insurance, Managed Care, Public Speaking, Medicare, New Business Development, Account Management, Marketing, Workers Compensation, Salesforce.com, Healthcare, Non-profits, Customer Service, Business Development, Contract Negotiation, Business Planning, Sales, Nonprofits, Management, Program Management, Risk Management, Marketing Strategy, Analysis, Leadership, Long-term Care, Writing, Negotiation, Project Management, Executive Management, Recruiting, Marketing Communications, Fixed Annuities, Coaching, Benefits Administration, Team Leadership, Process Improvement, Start-ups, Critical Illness, Social Media, Sales Management, Training, Business Strategy, COBRA

Education
UC Berkeley Extenstion Program   2015 — 2017
Certificate in Behavioral health, Geriatrics

Heald College   1977 — 1980
Certificate, Business

UCLA Extension
Substance Abuse/Addiction Counseling

Sue Jamieson Sue Jamieson San Francisco Bay Area Details
Sue Jamieson's Lincoln National Experience 1992 - 1995
Job Project Manager, HR Systems & Technology
Industry Computer Networking
Experience
Cisco Systems  1998 - 2002
Sun Microsystems  September 1997 - April 1998
Robert Half International  1995 - 1997
Continuing Education Seminars, Inc.   March 1993 - December 1995
Lincoln National   1992 - 1995
Federal Publications   1990 - 1992

Skills
Cross-functional Team..., Advertising, Metrics, Business Analysis, Innovative Problem..., Strategic Thinking, Eye For Detail, Eye, Program Management, Marketing, Marketing Strategy, Business Development, Strategic Partnerships

Education
San Francisco State University, College of Business   1997 — 1999
Masters of Science, Management

University of Maryland College Park   1986 — 1990
BS, Marketing

Sharon Raess Sharon Raess Cincinnati Area Details
Sharon Raess's Lincoln National Experience 1999 - 2003
Job Account Executive at
Industry Insurance
Experience
Bailey & Company   September 2003 - Present
Bailey & Company Benefits Group   September 2003 - Present
Lincoln National   1999 - 2003
UHC  1997 - 1999

Skills
Sales, Insurance, Management, Commercial Lines, Employee Benefits, Benefits Administration, Human Resources, Financial Risk, Forecasting, Health Insurance, Healthcare, Management Consulting, Contract Negotiation, Health Savings Accounts, Account Management

Education
James Madison University   1974 — 1978
Bachelor of Science

James Madison University
Bachelor of Science (B.S.)

David Zasada David Zasada Greater Chicago Area Details
David Zasada's Lincoln National Experience 1986 - 1988
Job Manager Health Industries Advisory PricewaterhouseCoopers
Industry Insurance
Experience
PricewaterhouseCoopers  September 2012 - Present
OptumInsight Consulting (Ingenix Consulting)   November 2005 - September 2012
PacifiCare Health Systems  2002 - 2004
Secure Horizons, PacifiCare   January 2002 - November 2003
Conseco Marketing, LLC   1997 - 2002
Conseco Medical   1997 - 2002
Consolidated Group  1992 - 1996
Arthur J. Gallagher & Co.   1988 - 1991
Lincoln National   1986 - 1988

Skills
Healthcare, Insurance, Health Policy, Employee Benefits, Brokers, Healthcare Management, Medicare Part D, Health Insurance, Strategy, Management, Mergers & Acquisitions, New Business Development, Sales, Team Building, Medicare, Long-term Care, Account Management, Strategic Planning, Healthcare Industry, Healthcare Consulting, Leadership, Process Improvement, Risk Management, Executive Management, Healthcare Information..., HIPAA, Life Insurance, Customer Retention, Management Consulting, Cross-functional Team..., Consulting, Business Process..., Vendor Management, Analytics, Program Management, Data Analysis, Claim, Business Development, Underwriting, Analysis, Medicaid, Business Analysis, Competitive Analysis, Call Centers, Managed Care, Disability Insurance, Pharmacy Benefit..., Health Care Reform, Health Savings Accounts, CRM

Education
Marquette University   1972 — 1976
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies

Paul Slomkowski Paul Slomkowski Greensboro/Winston-Salem, North Carolina Area Details
Paul Slomkowski's Lincoln National Experience 2002 - Present
Job Lead Applications Developer at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group  January 2003 - Present
Lincoln National   2002 - Present

Education
Boston College   1984 — 1988
Bachelor of Arts (BA), Computer Science

Jonathan Hensley Jonathan Hensley Greater Seattle Area Details
Jonathan Hensley's Lincoln National Experience 1988 - 1992
Job President, Capital Benefit Services
Industry Insurance
Experience
Capital Benefit Services   2013 - Present
The Regence Group  2008 - 2013
United Healthcare  2007 - 2008
Regence BlueShield  2004 - 2007
Premera Blue Cross  1998 - 2003
CIGNA  1994 - 1998
FHP Healthcare  1992 - 1994
Lincoln National   1988 - 1992
Pacifica Services, Inc.   1985 - 1988

Skills
Health Insurance, Health Savings Accounts, Medicare, Disability Insurance, Insurance, Managed Care, Life Insurance, Claim, Underwriting, Employee Benefits, Dentistry, SDLC, Medicaid, Healthcare, Health Policy, Building Relationships, Leadership, Strategy, HIPAA, Strategic Planning, Healthcare Consulting, Brokers, Health Care Reform, HMO, PPO, Sales, Long-term Care, Network Development, Medicare Part D, COBRA, Pharmacy Benefit..., Management, Process Improvement, Team Building, Business Development, Healthcare Industry

Education
University of North Carolina at Greensboro   1979 — 1984
Bachelor of Arts (B.A.), Political Science and Government

Loudoun Valley

Loudoun Valley

Lisa M. Jacobs Lisa M. Jacobs Los Angeles, California Details
Lisa M. Jacobs's Lincoln National Experience 1991 - 1993
Job Vice President, Major Accounts
Industry Insurance
Experience
AIG  November 2008 - Present
AIG  April 1995 - Present
American International Group  September 2006 - November 2008
AIG American General  2004 - 2006
American General  1997 - 2001
AIG American General  1994 - 1999
Lincoln National   1991 - 1993

Skills
Property & Casualty..., Insurance, General Insurance, Casualty, Employee Benefits, Term Life Insurance, Sales, Management, Legal Liability, CRM, Professional Liability, Sales Operations, Brokers, Executive Management, Liability, Reinsurance, Claims Management, Commercial Lines, Commercial Insurance, Long-term Care, D&O, Underwriting, Risk Management, Workers Compensation, Claim, Employment Practices..., Life Insurance, Health Insurance, Disability Insurance, Captives, Liability Analysis, Excess, Umbrella Insurance, P&C Insurance, Casualty Insurance

Education
UCLA Extension Corporate Education & Custom Programs

Paul Barnes Paul Barnes Phoenix, Arizona Area Details
Paul Barnes's Lincoln National Experience 1988 - 1991
Job President and Chief Executive Officer at Bridgeway Health Solutions
Industry Medical Practice
Experience
Bridgeway Health Solutions - Centene Corporation   June 2014 - Present
OrthoArizona  June 2009 - May 2014
Navitas Cancer Services   May 2006 - May 2009
ActiveHealth Management  February 2003 - May 2006
APS Healthcare  2000 - 2003
Magellan Health Services  1999 - 2001
Lincoln National   1988 - 1991
Health America  1986 - 1988

Skills
Leadership Development, Managed Care, Mental Health, Healthcare, Microsoft Word, Healthcare Management, Marketing Communications, Benefits Administration, Business Analysis, Medicaid, Healthcare Industry, Practice Management, Coaching, Strategic Planning, Revenue Cycle, Medicare, Healthcare Consulting, Training, Organizational..., Leadership, Clinical Research, Hospitals, Case Managment, Treatment, Behavioral Health, Psychotherapy, Physicians, Home Care, EMR, Program Development, Quality Improvement, Informatics, Team Building, Physician Relations, EHR, Health Policy, Marketing, Healthcare Information..., HIPAA, Medical Education, Medicine, Orthopedic, Disease Management, Revenue Cycle Management, Medical Billing, Prevention, Elder Care, Surgery, Clinics, Case Management

Education
Florida State University   1978 — 1983
Ph.D., Clinical Psychology

Wheaton College   1973 — 1977
B.A., Psychology

Diana Wynne Diana Wynne Greater Philadelphia Area Details
Diana Wynne's Lincoln National Experience 1987 - 1991
Job Program Manager at CIGNA Healthcare
Industry Insurance
Experience
CIGNA HealthCare  2003 - Present
Intracorp  2000 - 2003
Humana Military Healthcare Services  1996 - 2000
Emphesys, Inc./Employers Health Insurance   1993 - 1996
Emphesys, Inc./Employers Health Insurance   1991 - 1993
Lincoln National Life Insurance  1990 - 1991
Lincoln National   1987 - 1991
Lincoln National Life Insurance  1987 - 1990

Education
Michigan State University
B.A., Spanish Education

University of Northern Colorado
M. A., Guidance, Counseling, Psychology

Laura Corrigan Laura Corrigan Greater Atlanta Area Details
Laura Corrigan's Lincoln National Experience May 1991 - February 1992
Job Senior Account Executive at Aetna
Industry Insurance
Experience
Coventry Health Care, an Aetna Company  August 2002 - Present
United Health Care  February 1992 - August 2002
Lincoln National   May 1991 - February 1992
CIGNA Healthcare  February 1982 - May 1991

Skills
Health Insurance, Health Savings Accounts, Insurance, Employee Benefits, Underwriting, Self-funded, Managed Care, Brokers, Medicare, Group Medical, Account Management, Health Care Reform, Salesforce.com, Sales, Strategy, New Business Development, Leadership, Marketing, HMO, Management, PPO, Health Policy, Life Insurance, Medicare Part D

Education
University of Georgia - Terry College of Business   1973 — 1977
BBA, Marketing

The Lovett School   1968 — 1973
high school diploma

Alison Duley Alison Duley Washington D.C. Metro Area Details
Alison Duley's Lincoln National Experience October 1989 - August 1992
Job Senior Account Manager at The Insurance Exchange
Industry Insurance
Experience
The Insurance Exchange  January 2002 - Present
Great-West Life  August 1992 - December 2001
Lincoln National   October 1989 - August 1992
Mark T Birns MD   June 1988 - October 1989

Skills
Employee Benefits, Group Benefits, Insurance, Account Management, Disability Insurance, Health Insurance, Term Life Insurance, Health Savings Accounts, Long-term Care, Life Insurance, Benefits Administration, Brokers, Critical Illness, Claim, COBRA, Recruiting, Underwriting, Management

Education
Frederick Community College   1983 — 1988
Business Administration, Business Administration and Management, General

Salisbury University   1980 — 1982
Business

Peggy Bennett Peggy Bennett Fort Wayne, Indiana Area Details
Peggy Bennett's Lincoln National Experience January 1996 - January 2000
Job Principal Regulatory Coordinator at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA)   March 2011 - Present
ALLTIMATE CONSULTING & TRAINING SERVICES, INC   March 2008 - March 2011
Alltimate Compliance & Training Services   2004 - March 2011
OneAmerica Securities  July 2006 - March 2009
ONEAMERICA SECURITIES, INC   July 2006 - March 2009
BISYS Fund Services  August 2005 - July 2006
NATIONWIDE SECURITIES INC   January 2001 - January 2004
LINCOLN NATIONAL CORPORATION  January 1988 - January 2001
Lincoln National   January 1996 - January 2000
Lincoln National Corp   January 1993 - January 1996

Skills
Financial Risk, Risk Management, FINRA, Leadership, AML, Finance, Training, Change Management, Investments, Management, Investment Advisory, Securities, Business Planning, Mutual Funds, Strategic Planning, Software Documentation, Start-ups, Budgets, Financial Services, Internal Controls, Internal Audit, Auditing, Policy, Fixed Annuities, Marketing, Anti Money Laundering

Education
University of Notre Dame - Mendoza College of Business   1998 — 2000
MBA, Business Adm.

Indiana Wesleyan University
B.S, Business Administration

University of Notre Dame
MBA

Stephen FX Whalen, CFA Stephen FX Whalen, CFA Greater Philadelphia Area Details
Stephen FX Whalen, CFA's Lincoln National Experience 1996 - 2002
Job Financial Adviser at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  July 2007 - Present
Whitemarsh boat club   2005 - 2014
PNC Investments  February 2005 - July 2007
Ameriprise Financial Services, Inc.   September 2003 - February 2005
Lincoln National   1996 - 2002
Wilmington Trust  April 1994 - September 1996
Delaware Group of Funds   1989 - 1994

Skills
Investments, Asset Management, Investment Management, Series 63, High Net Worth..., Institutional..., Chartered Financial..., Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Strategic Financial..., Portfolio Management, Securities, Estate Planning, Series 7, Investment Strategies, Business Analysis

Education
Temple University - Fox School of Business and Management   1993 — 1995
MBA, Marketing

Temple University - Fox School of Business and Management   1985 — 1989
BBA, Economics

Yogita Goomber Yogita Goomber Houston, Texas Area Details
Yogita Goomber's Lincoln National Experience 1997 - 1999
Job Consultant for Premier Technologies/Progress 4gl/Peoplesoft/.net
Industry Information Technology and Services
Experience
Premier Technologies  October 2008 - Present
Waterfield Mortgage Company  2000 - 2006
Lincoln National   1997 - 1999
Adac Laboratories  1996 - 1997
Navistar International  1995 - 1996
General Electric Aircraft Controls   1993 - 1994

Skills
Unix, Integration, Business Analysis, Oracle, .NET, Testing, Program Management, Solaris, Disaster Recovery, Troubleshooting, Analysis, Operating Systems, C, Test Automation, Risk Management, EAI, Requirements Analysis, Solution Architecture, Test Planning, SDLC, SOA

Education
Indiana University—Purdue University Fort Wayne   1998 — 2000
MBA, Business

Indiana University—Purdue University Fort Wayne   1991 — 1995
Bachelor, Computer Science

Daniel Hofmann Daniel Hofmann Greater Minneapolis-St. Paul Area Details
Daniel Hofmann's Lincoln National Experience March 2008 - April 2009
Job Retirement Plan Consultant at Cetera Financial Institutions
Industry Financial Services
Experience
Cetera Financial Institutions   May 2013 - Present
Channel Financial   February 2011 - May 2013
DailyAccess Corporation  July 2009 - November 2010
Lincoln National   March 2008 - April 2009
Ceridian Retirement Plan Services/The Newport Group   June 2001 - March 2008
Cigna Retirement Plan Services   May 2000 - May 2001
Paine Webber  1995 - 2000

Skills
401k, ERISA, Retirement Planning, Investments, Defined Contribution, Investment Strategies, Employee Benefits, Investment Advisory, Wealth Management, Defined Benefit, Benefits Administration

Education
University of Minnesota-Twin Cities   1983 — 1987
BA, Economics

Cretin High School   1976 — 1980

Catherine (Leavitt) DeFazio Catherine (Leavitt) DeFazio Jackson, Michigan Area Details
Catherine (Leavitt) DeFazio's Lincoln National Experience 1985 - 1986
Job Administrative Assistant at Albion College
Industry Higher Education
Experience
Albion College  February 2007 - Present
University of Wisconsin - Rock County  2002 - 2006
Ivy Tech State College  1987 - 1997
Lincoln National Corporation  1985 - 1987
Lincoln National   1985 - 1986
Spinale General Dental Practice   1981 - 1985

Education
Fisher College   1979 — 1981
AS, Business Administration/Accounting

Marian High School   1975 — 1979
Diploma

Jim Mattera Jim Mattera Greater Atlanta Area Details
Jim Mattera's Lincoln National Experience August 1976 - December 1980
Job Regional Director at CBIZ Retirement Plan Services
Industry Financial Services
Experience
CBIZ Retirement Services   September 2012 - Present
ICMA-RC  2005 - January 2012
Fidelity Investments  October 1998 - August 2004
Allmerica Financial  September 1983 - September 1998
New England Life  January 1981 - August 1983
Lincoln National   August 1976 - December 1980

Skills
Pensions, Series 7, Asset Management, Investments, Strategic Planning, 401k, Customer Relations, Retirement Planning, Negotiation, New Business Development, Sales Management, Employee Benefits, Mutual Funds, Retirement, Financial Services, Asset Allocation, Customer Service, Defined Contribution, Fixed Annuities, Series 63, Defined Benefit, Portfolio Management

Education
Boston College   1971 — 1973
M.A, American History

Boston College   1967 — 1971
A.B., History

Edward Heidicker Edward Heidicker Washington D.C. Metro Area Details
Edward Heidicker's Lincoln National Experience January 1970 - January 1980
Job Principal Database Administrator at Raytheon
Industry Defense & Space
Experience
Raytheon  April 2002 - December 2011
Lincoln National   January 1970 - January 1980
Lincoln National Life Insurance Company  January 1970 - December 1979

Skills
Experiential Education, Sales and Marketing, Process Flow Charts, Process Improvement, Security Clearance, Enterprise Architecture, SDLC, Leadership Development, Coaching, Management Consulting, Integration, Management, Requirements Analysis, System Administration, Team Building, Customer Service

Education
Hofstra University   1963 — 1967
Speech Pathology

Woody Power Woody Power Columbia, South Carolina Details
Woody Power's Lincoln National Experience 1981 - 1983
Job Vice President, Managing Partner at Insurance Office of America
Industry Insurance
Experience
Insurance Office of America  2005 - Present
First Southeast Insurance   1994 - 2005
Sedgwick  1988 - 1994
Lumber Mutual Insurance Company  1983 - 1988
Lincoln National   1981 - 1983

Education
Erskine College   1973 — 1977

Carolyn Sinwell Carolyn Sinwell Greater Chicago Area Details
Carolyn Sinwell's Lincoln National Experience 1984 - 1989
Job Retired Account Executive at Blue Cross and Blue Shield of Illinois
Industry Insurance
Experience
Blue Cross and Blue Shield of Illinois/Health Care Service Corporation   1996 - Present
Dreyer Health Plans   1992 - 1996
Euclid Insurance Agencies  1989 - 1993
Lincoln National   1984 - 1989

Skills
Employee Benefits, Health Insurance, Managed Care, Customer Service, Marketing Strategy, Life Insurance, Account Management, Team Building, Training, Medicare, Leadership, Healthcare, Insurance, Process Improvement

Education
Illinois State University

University of Illinois at Chicago
Bachelor of Arts (B.A.), Education

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