Jefferson Pilot Financial
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Jefferson Pilot Financial Employees
Employee
Years
Job
Industry
Marc Lower Marc Lower's Jefferson Pilot Financial Experience June 1999 - April 2001
Job Market DirectorWashington/Alaska
Industry Insurance
Experience
Aflac March 2013 - Present
Sun Life Financial February 2012 - February 2013
ING June 2010 - February 2012
Colonial Life September 2004 - May 2010
Mutual of Omaha January 2004 - September 2004
Mutual of Omaha April 2001 - September 2004
Jefferson Pilot Financial June 1999 - April 2001
Jefferson Pilot Financial November 1994 - June 1999
Unum August 1989 - November 1994
Unum July 1985 - August 1989
Skills
Sales Management, Strategic Planning, Employee Benefits, Insurance, Sales, Marketing, Leadership, Consulting, Sales Operations, Disability Insurance, Health Insurance, Term Life Insurance, Brokers, Long-term Care, Life Insurance, Underwriting, Fixed Annuities, Dentistry, Health Savings Accounts, Conflict Management, Conflict Resolution, Relationship Management, Marketing Strategy, Strategy, Recruiting, Cross-functional Team..., Change Management, Business Planning, Management, Team Management, Critical Illness, Claim, 401k, Long Term Care Insurance, Accident, Benefits Administration, Universal Life, Whole Life, Training, Retirement, Human Resources, Workers Compensation, COBRA, Customer Retention, Executive Management, Group Insurance, Retirement Planning, Insurance Brokerage, Medicare, Property & Casualty...
Education
University of Pennsylvania - The Wharton School 2001 — 2004
LLIF, Leadership
The American College 1993 — 1999
CLU, ChFC, RHU, Insurance
Colgate University 1981 — 1985
BA, Economics
United States Military Academy at West Point 1980 — 1981
Aflac March 2013 - Present
Sun Life Financial February 2012 - February 2013
ING June 2010 - February 2012
Colonial Life September 2004 - May 2010
Mutual of Omaha January 2004 - September 2004
Mutual of Omaha April 2001 - September 2004
Jefferson Pilot Financial June 1999 - April 2001
Jefferson Pilot Financial November 1994 - June 1999
Unum August 1989 - November 1994
Unum July 1985 - August 1989
Skills
Sales Management, Strategic Planning, Employee Benefits, Insurance, Sales, Marketing, Leadership, Consulting, Sales Operations, Disability Insurance, Health Insurance, Term Life Insurance, Brokers, Long-term Care, Life Insurance, Underwriting, Fixed Annuities, Dentistry, Health Savings Accounts, Conflict Management, Conflict Resolution, Relationship Management, Marketing Strategy, Strategy, Recruiting, Cross-functional Team..., Change Management, Business Planning, Management, Team Management, Critical Illness, Claim, 401k, Long Term Care Insurance, Accident, Benefits Administration, Universal Life, Whole Life, Training, Retirement, Human Resources, Workers Compensation, COBRA, Customer Retention, Executive Management, Group Insurance, Retirement Planning, Insurance Brokerage, Medicare, Property & Casualty...
Education
University of Pennsylvania - The Wharton School 2001 — 2004
LLIF, Leadership
The American College 1993 — 1999
CLU, ChFC, RHU, Insurance
Colgate University 1981 — 1985
BA, Economics
United States Military Academy at West Point 1980 — 1981
Jennifer (Ritchie Bowen) Seeley, FSA, CERA, MAAA Jennifer (Ritchie Bowen) Seeley, FSA, CERA, MAAA's Jefferson Pilot Financial Experience June 1992 - August 2004
Job Director & Actuary at Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 2014 - Present
Society of Actuaries 2001 - Present
Swiss Reinsurance Company August 2004 - August 2013
Jefferson Pilot Financial June 1992 - August 2004
Guarantee Life Insurance Company 1997 - 2000
Companion Animal Hospital 1997 - 2000
Guarantee Mutual Life Company 1992 - 1996
CUNA Mutual Group 1987 - 1992
National Fidelity Life Insurance Co. 1976 - 1987
Skills
Actuarial Science, Enterprise Risk..., Reinsurance, Financial Analysis, Cross-functional Team..., Finance, Employee Benefits, Health Insurance, Underwriting, Strategy, Leadership, Emerging Risk Management, Life Insurance, Financial Reporting, Stop Loss, Analysis, Management, Risk Management, Corporate Finance, Financial Modeling, Valuation, Financial Risk, Pricing, Strategic Planning, Analytics, Project Management, Product Development, Product Management, Healthcare Management, Medical Assisting, Surgical Assisting, Entrepreneurship, Musicians, Songwriting, French literature, Startup Development
Education
Society of Actuaries 1977 — 2008
FSA, CERA, Actuarial Science, Enterprise Risk Management
University of Missouri-Kansas City 1974 — 1977
MA, Romance Languages & Literature
Graceland University 1971 — 1974
BA, Mathematics
Lycee Vaugelas 1970 — 1971
Baccalaureat, Philosophy
Fairmont West High School 1968 — 1970
Diploma
German class
Prudential Financial October 2014 - Present
Society of Actuaries 2001 - Present
Swiss Reinsurance Company August 2004 - August 2013
Jefferson Pilot Financial June 1992 - August 2004
Guarantee Life Insurance Company 1997 - 2000
Companion Animal Hospital 1997 - 2000
Guarantee Mutual Life Company 1992 - 1996
CUNA Mutual Group 1987 - 1992
National Fidelity Life Insurance Co. 1976 - 1987
Skills
Actuarial Science, Enterprise Risk..., Reinsurance, Financial Analysis, Cross-functional Team..., Finance, Employee Benefits, Health Insurance, Underwriting, Strategy, Leadership, Emerging Risk Management, Life Insurance, Financial Reporting, Stop Loss, Analysis, Management, Risk Management, Corporate Finance, Financial Modeling, Valuation, Financial Risk, Pricing, Strategic Planning, Analytics, Project Management, Product Development, Product Management, Healthcare Management, Medical Assisting, Surgical Assisting, Entrepreneurship, Musicians, Songwriting, French literature, Startup Development
Education
Society of Actuaries 1977 — 2008
FSA, CERA, Actuarial Science, Enterprise Risk Management
University of Missouri-Kansas City 1974 — 1977
MA, Romance Languages & Literature
Graceland University 1971 — 1974
BA, Mathematics
Lycee Vaugelas 1970 — 1971
Baccalaureat, Philosophy
Fairmont West High School 1968 — 1970
Diploma
German class
CINDY McPherson's Jefferson Pilot Financial Experience June 2002 - January 2004
Job at
Industry Hospital & Health Care
Experience
MEDA - US November 2014 - Present
Center At Lincoln December 2013 - November 2014
Westmed March 2013 - December 2013
Teva Specialty Pharmaceuticals February 2004 - January 2013
Jefferson Pilot Financial June 2002 - January 2004
Salem Communications February 2001 - June 2002
Skills
Pulmonology, Hospitals, Gastroenterology, Sales Operations, Pediatrics, Selling, Allergy, Wound Care, Surgery, Physicians, Asthma, ENT, Training
Education
Florida State University 1992 — 1997
Bachelor of Arts (BA), Music Therapy
MEDA - US November 2014 - Present
Center At Lincoln December 2013 - November 2014
Westmed March 2013 - December 2013
Teva Specialty Pharmaceuticals February 2004 - January 2013
Jefferson Pilot Financial June 2002 - January 2004
Salem Communications February 2001 - June 2002
Skills
Pulmonology, Hospitals, Gastroenterology, Sales Operations, Pediatrics, Selling, Allergy, Wound Care, Surgery, Physicians, Asthma, ENT, Training
Education
Florida State University 1992 — 1997
Bachelor of Arts (BA), Music Therapy
Michele Phillips Michele Phillips's Jefferson Pilot Financial Experience 1999 - 2005
Job Certified Benefit Counselor at Met Life
Industry Insurance
Experience
MetLife May 2015 - Present
Lincoln Financial Group March 2014 - Present
Assurant Employee Benefits 2014 - Present
Lincoln Financial Group March 2012 - March 2014
Dearborn National March 2009 - March 2012
Jefferson Pilot Financial 1999 - 2005
Unum 1994 - 1999
Skills
Group Benefits, Disability Insurance, Dental, Employee Benefits, Term Life Insurance, Dentistry, Health Insurance, Insurance, Life Insurance, Sales, Underwriting, Benefits Administration, Brokers
Education
Hamilton College 1990 — 1994
Bachelor of Arts, Government
MetLife May 2015 - Present
Lincoln Financial Group March 2014 - Present
Assurant Employee Benefits 2014 - Present
Lincoln Financial Group March 2012 - March 2014
Dearborn National March 2009 - March 2012
Jefferson Pilot Financial 1999 - 2005
Unum 1994 - 1999
Skills
Group Benefits, Disability Insurance, Dental, Employee Benefits, Term Life Insurance, Dentistry, Health Insurance, Insurance, Life Insurance, Sales, Underwriting, Benefits Administration, Brokers
Education
Hamilton College 1990 — 1994
Bachelor of Arts, Government
Bryan Coats Bryan Coats's Jefferson Pilot Financial Experience June 1997 - June 1999
Job Senior IT Manager at Aon Hewitt
Industry Information Technology and Services
Experience
Aon Hewitt May 2014 - Present
Aon Hewitt January 2011 - May 2014
Aon Consulting August 2008 - December 2010
Lincoln Financial Group July 2007 - August 2008
City of Winston-Salem March 2001 - July 2007
PC Doctors, Inc. December 1999 - December 2000
Tele-Optics, Inc. June 1999 - December 1999
Jefferson-Pilot Financial June 1997 - June 1999
Skills
IT Management, Vendor Management, SDLC, Disaster Recovery, Business Analysis, Microsoft SQL Server, IT Strategy, Project Management, Program Management, Requirements Gathering, Visio, MS Project, SharePoint, Requirements Analysis, Business Intelligence, Active Directory, Vormetric, Information Security...
Education
High Point University
BS, Information Systems
Aon Hewitt May 2014 - Present
Aon Hewitt January 2011 - May 2014
Aon Consulting August 2008 - December 2010
Lincoln Financial Group July 2007 - August 2008
City of Winston-Salem March 2001 - July 2007
PC Doctors, Inc. December 1999 - December 2000
Tele-Optics, Inc. June 1999 - December 1999
Jefferson-Pilot Financial June 1997 - June 1999
Skills
IT Management, Vendor Management, SDLC, Disaster Recovery, Business Analysis, Microsoft SQL Server, IT Strategy, Project Management, Program Management, Requirements Gathering, Visio, MS Project, SharePoint, Requirements Analysis, Business Intelligence, Active Directory, Vormetric, Information Security...
Education
High Point University
BS, Information Systems
Elder Mack Wilson Elder Mack Wilson's Jefferson Pilot Financial Experience February 2000 - August 2001
Job Pastor & District ElderCOGBF SC District, Insurance AgentUnited Insurance Company of America
Industry Insurance
Experience
United Insurance Company Of America November 2013 - Present
Church of God by Faith June 2002 - Present
Church of God By Faith June 1988 - Present
Santee Printworks October 2001 - March 2013
Jefferson Pilot Financial February 2000 - August 2001
Reeves Brothers February 1992 - August 1997
Reeves Brothers June 1979 - February 1992
Skills
Microsoft Word, Microsoft Excel, Research, PowerPoint, Windows, Customer Service, Microsoft Office, Outlook, Photoshop, Strategic Planning, Public Speaking, Sales, Nonprofits, Team Building, Access, Leadership Development, Fundraising, Event Planning, Leadership, Strategic Partnerships, Pastoring
Education
Morris College 2003 — 2006
Bachelor's Degree, Business Administration
Florence-Darlington Technical College 1997 — 1998
Associate's Degree, Small Business Management
Mt. Pleasant High
High School
United Insurance Company Of America November 2013 - Present
Church of God by Faith June 2002 - Present
Church of God By Faith June 1988 - Present
Santee Printworks October 2001 - March 2013
Jefferson Pilot Financial February 2000 - August 2001
Reeves Brothers February 1992 - August 1997
Reeves Brothers June 1979 - February 1992
Skills
Microsoft Word, Microsoft Excel, Research, PowerPoint, Windows, Customer Service, Microsoft Office, Outlook, Photoshop, Strategic Planning, Public Speaking, Sales, Nonprofits, Team Building, Access, Leadership Development, Fundraising, Event Planning, Leadership, Strategic Partnerships, Pastoring
Education
Morris College 2003 — 2006
Bachelor's Degree, Business Administration
Florence-Darlington Technical College 1997 — 1998
Associate's Degree, Small Business Management
Mt. Pleasant High
High School
Armand D'Andrea's Jefferson Pilot Financial Experience January 2000 - February 2003
Job
Industry Insurance
Experience
NORTHERN INSURANCE GROUP January 2005 - Present
NORTHERN INSURANCE SERVICE, LTD February 2003 - Present
Jefferson Pilot Financial January 2000 - February 2003
Prudential Insurance Co. February 1998 - July 2000
Canada Life January 1996 - February 1998
CNA Insurance Company January 1991 - January 1996
Skills
Insurance, Commercial Insurance, Group Insurance, Brokers, Property & Casualty..., Health Savings Accounts, Liability, Professional Liability, Sales, Employment Practices..., Umbrella Insurance, Accident, Risk Management, Investments, Account Management, Medicare, Marketing, Whole Life, Strategic Financial..., D&O, Financial Planning
Education
Eastern Illinois University
University of St. Francis
Bachelor, Finance & Business Administration
NORTHERN INSURANCE GROUP January 2005 - Present
NORTHERN INSURANCE SERVICE, LTD February 2003 - Present
Jefferson Pilot Financial January 2000 - February 2003
Prudential Insurance Co. February 1998 - July 2000
Canada Life January 1996 - February 1998
CNA Insurance Company January 1991 - January 1996
Skills
Insurance, Commercial Insurance, Group Insurance, Brokers, Property & Casualty..., Health Savings Accounts, Liability, Professional Liability, Sales, Employment Practices..., Umbrella Insurance, Accident, Risk Management, Investments, Account Management, Medicare, Marketing, Whole Life, Strategic Financial..., D&O, Financial Planning
Education
Eastern Illinois University
University of St. Francis
Bachelor, Finance & Business Administration
Ida Muorie JD, CPC Ida Muorie JD, CPC's Jefferson Pilot Financial Experience May 2004 - August 2007
Job Executive Life Coach, Author, Radio Host, Business Development Expert, Social Marketing and Brand Strategist.
Industry Management Consulting
Experience
Urban Lady Production, LLC July 2014 - Present
Business Transformation Group November 2011 - Present
Sportsmavericks Show with Ida Muorie July 2004 - Present
Sportsmavericks Show with Ida Muorie June 2004 - Present
Lighthouse Realty Fund March 2010 - March 2011
Golden Key Associates August 2007 - February 2009
Jefferson Pilot Financial May 2004 - August 2007
Lincoln Financial Advisors, Inc November 2000 - May 2004
Skills
Financial Background, Business Planning, Strategic Financial..., Investments, Small Business, Business Strategy, Asset Managment, Strategic Planning, New Business Development, Marketing Strategy, Private Equity, Business Development, Strategy, Social Media, Mergers, Corporate Finance, Due Diligence, Risk Management, Management, Venture Capital, Marketing, Fundraising, Social Networking, Executive Management, Leadership, Entrepreneurship, Finance, Start-ups, Budgets, Digital Media, Mergers & Acquisitions, Social Media Marketing, Blogging, Entertainment, Radio, Asset Management, free lance writer, Certified Management..., Historian, Television, Press Releases, Nonprofits, Coaching, New Media, Online Marketing, Sales, Public Relations, Online Advertising, Interviews, Management Consulting
Education
Master Coach University 2014 — 2014
Coaching Certification, Master Coach University - Certification of Life Coach Training
Private Equity Institute 2008 — 2009
Graduated, Private Equity Institute Course Work
Howard University School of Law 1977 — 1980
JD, Law School
Georgia State University 1974 — 1977
BS, Andrew Young School of Urban Policy Studies
Urban Lady Production, LLC July 2014 - Present
Business Transformation Group November 2011 - Present
Sportsmavericks Show with Ida Muorie July 2004 - Present
Sportsmavericks Show with Ida Muorie June 2004 - Present
Lighthouse Realty Fund March 2010 - March 2011
Golden Key Associates August 2007 - February 2009
Jefferson Pilot Financial May 2004 - August 2007
Lincoln Financial Advisors, Inc November 2000 - May 2004
Skills
Financial Background, Business Planning, Strategic Financial..., Investments, Small Business, Business Strategy, Asset Managment, Strategic Planning, New Business Development, Marketing Strategy, Private Equity, Business Development, Strategy, Social Media, Mergers, Corporate Finance, Due Diligence, Risk Management, Management, Venture Capital, Marketing, Fundraising, Social Networking, Executive Management, Leadership, Entrepreneurship, Finance, Start-ups, Budgets, Digital Media, Mergers & Acquisitions, Social Media Marketing, Blogging, Entertainment, Radio, Asset Management, free lance writer, Certified Management..., Historian, Television, Press Releases, Nonprofits, Coaching, New Media, Online Marketing, Sales, Public Relations, Online Advertising, Interviews, Management Consulting
Education
Master Coach University 2014 — 2014
Coaching Certification, Master Coach University - Certification of Life Coach Training
Private Equity Institute 2008 — 2009
Graduated, Private Equity Institute Course Work
Howard University School of Law 1977 — 1980
JD, Law School
Georgia State University 1974 — 1977
BS, Andrew Young School of Urban Policy Studies
Cheryl Landon Cheryl Landon's Jefferson Pilot Financial Experience 1990 - 1998
Job Sr Data Analyst, Application Development at Accordant Health Services
Industry Information Technology and Services
Experience
Accordant Health Services July 2002 - Present
QualChoice 1998 - 2002
Jefferson Pilot Financial 1990 - 1998
Skills
SQL, Business Intelligence, Business Analysis, Microsoft SQL Server, Data Warehousing, Databases, Requirements Analysis, Data Analysis, ETL, Data Modeling, Visio, Software Documentation, Customer Service
Education
East Carolina University 1985 — 1989
Bachelor of Science (BS), Elementary Education and Teaching
Accordant Health Services July 2002 - Present
QualChoice 1998 - 2002
Jefferson Pilot Financial 1990 - 1998
Skills
SQL, Business Intelligence, Business Analysis, Microsoft SQL Server, Data Warehousing, Databases, Requirements Analysis, Data Analysis, ETL, Data Modeling, Visio, Software Documentation, Customer Service
Education
East Carolina University 1985 — 1989
Bachelor of Science (BS), Elementary Education and Teaching
Lynn Blankenship Lynn Blankenship's Jefferson Pilot Financial Experience July 1997 - December 1998
Job Information Security Consultant at Unum
Industry Financial Services
Experience
University of Tennessee at Chattanooga August 2012 - Present
Unum March 2015 - Present
Unum February 2011 - March 2015
AEGON October 2009 - October 2010
AEGON June 2000 - October 2009
iSysPro January 1999 - June 2000
Jefferson Pilot Financial July 1997 - December 1998
Chubb January 1985 - June 1997
Volunteer State Life Insurance Company January 1983 - December 1984
BlueCross BlueShield of Tennessee June 1981 - January 1983
Skills
SDLC, Team Building, Insurance, Disaster Recovery, IT Management, COBOL, Systems Analysis, Mainframe, Information Technology, Business Continuity, Management, Change Management, Vendor Management, Business Analysis, Project Management, SOX, Compliance, Sarbanes-Oxley Act, Process Improvement, IT Strategy, Internal Audit, IT Audit, IT Security, Risk Management, Software Documentation, Requirements Gathering, Security, Integration, Requirements Analysis, Business Process, Enterprise Architecture, Visio, Governance, ITIL, Business Process..., Software Project..., PMO, Leadership, Analysis, Program Management, Strategic Planning
Education
The University of Tennessee at Chattanooga 1983 — 1988
MS, Computer Science
Appalachian State University 1977 — 1981
BS, Computer Science
University of Tennessee at Chattanooga August 2012 - Present
Unum March 2015 - Present
Unum February 2011 - March 2015
AEGON October 2009 - October 2010
AEGON June 2000 - October 2009
iSysPro January 1999 - June 2000
Jefferson Pilot Financial July 1997 - December 1998
Chubb January 1985 - June 1997
Volunteer State Life Insurance Company January 1983 - December 1984
BlueCross BlueShield of Tennessee June 1981 - January 1983
Skills
SDLC, Team Building, Insurance, Disaster Recovery, IT Management, COBOL, Systems Analysis, Mainframe, Information Technology, Business Continuity, Management, Change Management, Vendor Management, Business Analysis, Project Management, SOX, Compliance, Sarbanes-Oxley Act, Process Improvement, IT Strategy, Internal Audit, IT Audit, IT Security, Risk Management, Software Documentation, Requirements Gathering, Security, Integration, Requirements Analysis, Business Process, Enterprise Architecture, Visio, Governance, ITIL, Business Process..., Software Project..., PMO, Leadership, Analysis, Program Management, Strategic Planning
Education
The University of Tennessee at Chattanooga 1983 — 1988
MS, Computer Science
Appalachian State University 1977 — 1981
BS, Computer Science
Tom Joseph Tom Joseph's Jefferson Pilot Financial Experience January 1990 - January 1995
Job Managing Director at Grant Thornton LLP
Industry Banking
Experience
Grant Thornton LLP April 2015 - Present
The North Highland Company July 2013 - April 2015
Bank of America June 2012 - July 2013
Bank of America Merrill Lynch January 2009 - July 2012
Bank of America January 2002 - March 2008
Accenture January 1997 - January 2002
Burlington Industries January 1995 - January 1997
Jefferson Pilot Financial January 1990 - January 1995
Skills
Business Strategy, International Business, New Business Development, Business Management, Management Consulting, Business Change..., Operations Management, Project Execution, Global Delivery, Product Management, Global Client Management, Leadership, Management, Change Management, Project Management, Enterprise Software, Financial Analysis, Mergers & Acquisitions, Marketing Strategy, Performance Management, Six Sigma, Program Management, Executive Management, CRM, Integration
Education
University of North Carolina at Greensboro 1994 — 2006
MBA, Business Administration & Strategy
High Point University 1986 — 1990
BS, Business Administration & Economics
Grant Thornton LLP April 2015 - Present
The North Highland Company July 2013 - April 2015
Bank of America June 2012 - July 2013
Bank of America Merrill Lynch January 2009 - July 2012
Bank of America January 2002 - March 2008
Accenture January 1997 - January 2002
Burlington Industries January 1995 - January 1997
Jefferson Pilot Financial January 1990 - January 1995
Skills
Business Strategy, International Business, New Business Development, Business Management, Management Consulting, Business Change..., Operations Management, Project Execution, Global Delivery, Product Management, Global Client Management, Leadership, Management, Change Management, Project Management, Enterprise Software, Financial Analysis, Mergers & Acquisitions, Marketing Strategy, Performance Management, Six Sigma, Program Management, Executive Management, CRM, Integration
Education
University of North Carolina at Greensboro 1994 — 2006
MBA, Business Administration & Strategy
High Point University 1986 — 1990
BS, Business Administration & Economics
Abby Cobb's Jefferson Pilot Financial Experience 1999 - 2000
Job Estimating/Marketing Coordinator at W.M. Jordan Company
Industry Construction
Experience
W.M. Jordan Company March 2013 - Present
New Hanover County Schools September 2010 - March 2013
Castle Software 2010 - 2010
TRW 2000 - 2001
Jefferson Pilot Financial 1999 - 2000
United States Air Force 1995 - 1996
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Event Planning, Training, Research, Microsoft Word, Community Outreach, Leadership, Leadership Development, Outlook, Public Speaking, Strategic Planning, Teaching
Education
Bellevue University 2000 — 2004
Master of Business Administration
Bellevue University 1997 — 1999
Bachelor of Science, Management of Human Resources
W.M. Jordan Company March 2013 - Present
New Hanover County Schools September 2010 - March 2013
Castle Software 2010 - 2010
TRW 2000 - 2001
Jefferson Pilot Financial 1999 - 2000
United States Air Force 1995 - 1996
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Event Planning, Training, Research, Microsoft Word, Community Outreach, Leadership, Leadership Development, Outlook, Public Speaking, Strategic Planning, Teaching
Education
Bellevue University 2000 — 2004
Master of Business Administration
Bellevue University 1997 — 1999
Bachelor of Science, Management of Human Resources
Judy (Flynn) Hardy ACS, AIAA,AIRC, FLMI Judy (Flynn) Hardy ACS, AIAA,AIRC, FLMI's Jefferson Pilot Financial Experience 1997 - 2006
Job Senior QA BA at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group January 1986 - Present
NEOESR 1997 - 2012
Jefferson Pilot Financial 1997 - 2006
Chubb Life Insurance Co January 1986 - April 1997
Skills
Process Improvement, Business Requirements, Analysis, Business Analysis, Requirements Gathering, Insurance, SharePoint, MS Project, Project Management, Financial Services, Data Analysis, Access, Fixed Annuities, Program Management, Change Management, Requirements Analysis, Project Planning, Mutual Funds, Health Insurance, Call Center, Disaster Recovery, Investments, Call Centers, Software Documentation, Testing, Quality Assurance, Leadership, Risk Management, SDLC, Team Leadership
Education
Concord High School
Franklin Pierce University
CIS, Computers & Business Management
NHTI, Concord's Community College
Business Adminstration
Lincoln Financial Group January 1986 - Present
NEOESR 1997 - 2012
Jefferson Pilot Financial 1997 - 2006
Chubb Life Insurance Co January 1986 - April 1997
Skills
Process Improvement, Business Requirements, Analysis, Business Analysis, Requirements Gathering, Insurance, SharePoint, MS Project, Project Management, Financial Services, Data Analysis, Access, Fixed Annuities, Program Management, Change Management, Requirements Analysis, Project Planning, Mutual Funds, Health Insurance, Call Center, Disaster Recovery, Investments, Call Centers, Software Documentation, Testing, Quality Assurance, Leadership, Risk Management, SDLC, Team Leadership
Education
Concord High School
Franklin Pierce University
CIS, Computers & Business Management
NHTI, Concord's Community College
Business Adminstration
Paige Dula Paige Dula's Jefferson Pilot Financial Experience 1997 - 1998
Job Vice President, Programmer Prof Mkts at Bank of America
Industry Financial Services
Experience
Bank of America November 2011 - Present
ettain group May 2011 - November 2011
Rack Room Shoes September 2001 - May 2010
LifeStyle Home Furnishings January 1999 - September 2001
DataMasters 1998 - 1999
Jefferson Pilot Financial 1997 - 1998
Skills
PL/SQL, Oracle Applications, Unix Shell Scripting, Perl, AIX, Linux, XML, COBOL, Access, HTML, Software Development, Oracle, Data Modeling, SQL, Databases, Data Warehousing
Education
High Point University 1996 — 2000
BS, Computer Information Systems
Bank of America November 2011 - Present
ettain group May 2011 - November 2011
Rack Room Shoes September 2001 - May 2010
LifeStyle Home Furnishings January 1999 - September 2001
DataMasters 1998 - 1999
Jefferson Pilot Financial 1997 - 1998
Skills
PL/SQL, Oracle Applications, Unix Shell Scripting, Perl, AIX, Linux, XML, COBOL, Access, HTML, Software Development, Oracle, Data Modeling, SQL, Databases, Data Warehousing
Education
High Point University 1996 — 2000
BS, Computer Information Systems
Jeffrey Archer, CRPC, CLU Jeffrey Archer, CRPC, CLU's Jefferson Pilot Financial Experience May 2004 - May 2005
Job Professional Sales Executive, Client Relationship Manager, Business Development Pro, Wholesaler
Industry Financial Services
Experience
MetLife Auto & Home September 2014 - Present
Western & Southern Financial Group April 2008 - September 2010
Capital Wealth Management March 2007 - February 2008
Sun Life Financial of Canada May 2005 - October 2006
Jefferson Pilot Financial May 2004 - May 2005
Nationwide Financial April 2001 - April 2004
Huntington Investment Company April 1999 - March 2001
BB&T Investment Services, Inc. August 1996 - April 1999
The Laughlin Group October 1992 - July 1996
Marketing One, Inc. 1985 - 1992
Skills
Sales Management, Territory Management, Recruiting, Talent Identification, Sales, Fixed Annuities, Variable Annuities, Income Annuities, Life Insurance, Sales Presentations, Product Presentations, Board Presentations, Wealth Management, FINRA Series 7, 63, 65, Investment Advisory..., Retirement Planning, Retirement Income, Series 7, Retirement, Insurance, Finance, Banking, Mutual Funds, Business Development, CRM, Series 63, Financial Services, 401k, Leadership, Relationship Management, Financial Advisory, Securities, Asset Allocation
Education
College for Financial Planning 2008 — 2008
CRPC, Retirement Planning
The American College 1980 — 1982
Chartered Life Underwriter, Insurance
Taylor University
Business Administration, Business Administration & Economics
MetLife Auto & Home September 2014 - Present
Western & Southern Financial Group April 2008 - September 2010
Capital Wealth Management March 2007 - February 2008
Sun Life Financial of Canada May 2005 - October 2006
Jefferson Pilot Financial May 2004 - May 2005
Nationwide Financial April 2001 - April 2004
Huntington Investment Company April 1999 - March 2001
BB&T Investment Services, Inc. August 1996 - April 1999
The Laughlin Group October 1992 - July 1996
Marketing One, Inc. 1985 - 1992
Skills
Sales Management, Territory Management, Recruiting, Talent Identification, Sales, Fixed Annuities, Variable Annuities, Income Annuities, Life Insurance, Sales Presentations, Product Presentations, Board Presentations, Wealth Management, FINRA Series 7, 63, 65, Investment Advisory..., Retirement Planning, Retirement Income, Series 7, Retirement, Insurance, Finance, Banking, Mutual Funds, Business Development, CRM, Series 63, Financial Services, 401k, Leadership, Relationship Management, Financial Advisory, Securities, Asset Allocation
Education
College for Financial Planning 2008 — 2008
CRPC, Retirement Planning
The American College 1980 — 1982
Chartered Life Underwriter, Insurance
Taylor University
Business Administration, Business Administration & Economics
Adriane Brooks Adriane Brooks's Jefferson Pilot Financial Experience January 1990 - August 1991
Job Manager, Digital Marketing at CommScope
Industry Telecommunications
Experience
CommScope July 2011 - Present
CommScope March 2010 - June 2011
CommScope July 1999 - March 2010
American Seating January 1994 - June 1996
La-Z-Boy Contract Furniture Group June 1993 - October 1994
American Seating January 1992 - July 1993
Jefferson Pilot Financial January 1990 - August 1991
Elon University August 1987 - December 1989
Skills
Marketing Communications, Project Management, Digital Marketing, Product Marketing, Integrated Marketing, Segmentation, Product Management
Education
University of North Carolina at Greensboro 1985 — 1987
BFA, Design / Graphics
Appalachian State University 1979 — 1983
BS, Communications/Media Advertising, Marketing
CommScope July 2011 - Present
CommScope March 2010 - June 2011
CommScope July 1999 - March 2010
American Seating January 1994 - June 1996
La-Z-Boy Contract Furniture Group June 1993 - October 1994
American Seating January 1992 - July 1993
Jefferson Pilot Financial January 1990 - August 1991
Elon University August 1987 - December 1989
Skills
Marketing Communications, Project Management, Digital Marketing, Product Marketing, Integrated Marketing, Segmentation, Product Management
Education
University of North Carolina at Greensboro 1985 — 1987
BFA, Design / Graphics
Appalachian State University 1979 — 1983
BS, Communications/Media Advertising, Marketing
Michelle Leeman Michelle Leeman's Jefferson Pilot Financial Experience September 1995 - November 2002
Job IT Consultant for a Fortune 100 company, one of the largest life insurers in the world, and a market leader in the U.S.
Industry Financial Services
Experience
Rita Technology Services January 2015 - Present
Day of Caring for Breast Cancer Awareness South Florida August 2014 - Present
John Hancock Financial Services 2002 - January 2015
Jefferson Pilot Financial September 1995 - November 2002
WinNeaT, Windows NT User Group -Miami 1999 - 2001
JP Realty 1993 - 1996
Skills
Leadership, Training, Business Analysis, System Administration, Team Building, Process Improvement, Network Administration, Relational Databases, Database Design, Wireless Networking, Remote Desktop, Technical Support, Proprietary Software, Networking, Video Conferencing, Insurance, Vendor Management, Small Business, Public Speaking, Risk Management, Strategic Planning, Management, Customer Service, Program Management, Sales, Account Management, Budgets, Business Development, Sales Management, Microsoft Office, Microsoft Excel, Time Management, Team Leadership, Data Mining, Data Analysis, Mail Merge, Desktop Application..., TCP/IP, WiFi, Video Production, Security, Web Design, Graphics, Hardware Support, Mobile Phone Apps, End User Training, Audio Visual Support, Troubleshooting, Marketing, Servers
Education
Broward College 2013 — 2015
Associate of Arts (AA), Business Administration and Management, General
Broward Community College 1989 — 1990
Rita Technology Services January 2015 - Present
Day of Caring for Breast Cancer Awareness South Florida August 2014 - Present
John Hancock Financial Services 2002 - January 2015
Jefferson Pilot Financial September 1995 - November 2002
WinNeaT, Windows NT User Group -Miami 1999 - 2001
JP Realty 1993 - 1996
Skills
Leadership, Training, Business Analysis, System Administration, Team Building, Process Improvement, Network Administration, Relational Databases, Database Design, Wireless Networking, Remote Desktop, Technical Support, Proprietary Software, Networking, Video Conferencing, Insurance, Vendor Management, Small Business, Public Speaking, Risk Management, Strategic Planning, Management, Customer Service, Program Management, Sales, Account Management, Budgets, Business Development, Sales Management, Microsoft Office, Microsoft Excel, Time Management, Team Leadership, Data Mining, Data Analysis, Mail Merge, Desktop Application..., TCP/IP, WiFi, Video Production, Security, Web Design, Graphics, Hardware Support, Mobile Phone Apps, End User Training, Audio Visual Support, Troubleshooting, Marketing, Servers
Education
Broward College 2013 — 2015
Associate of Arts (AA), Business Administration and Management, General
Broward Community College 1989 — 1990
Katie Doody Katie Doody's Jefferson Pilot Financial Experience 1998 - 2004
Job Senior Project Engineer/ABAP Developer
Industry Transportation/Trucking/Railroad
Experience
Union Pacific Railroad February 2014 - Present
MUD June 2007 - February 2014
Lincoln Financial Group 2004 - 2006
Jefferson Pilot Financial 1998 - 2004
Skills
ABAP, Web Services, SAP HR, Requirements Analysis, Java, Business Intelligence, SQL, ETL, SOA, Business Analysis, MS Project, Smartforms, SDLC, Requirements Gathering, Databases, Systems Analysis, Enterprise Architecture, PL/SQL, Data Modeling, Integration, Process Improvement, Project Management, Business Process, SAP
Education
Creighton University 1990 — 1993
BA, English
Union Pacific Railroad February 2014 - Present
MUD June 2007 - February 2014
Lincoln Financial Group 2004 - 2006
Jefferson Pilot Financial 1998 - 2004
Skills
ABAP, Web Services, SAP HR, Requirements Analysis, Java, Business Intelligence, SQL, ETL, SOA, Business Analysis, MS Project, Smartforms, SDLC, Requirements Gathering, Databases, Systems Analysis, Enterprise Architecture, PL/SQL, Data Modeling, Integration, Process Improvement, Project Management, Business Process, SAP
Education
Creighton University 1990 — 1993
BA, English
Jordan Kienzle, CFA Jordan Kienzle, CFA's Jefferson Pilot Financial Experience May 2005 - August 2005
Job Manager Investment Strategy Group at Baker Street Advisors
Industry Investment Management
Experience
Baker Street Advisors September 2014 - Present
Goldman Sachs 2009 - 2013
US Bank 2006 - 2009
Jefferson Pilot Financial May 2005 - August 2005
Wachovia May 2004 - August 2004
Skills
Economics, Investment Management, Quantitative Analytics, Alternative Investments, Investment Strategies, Spanish, Derivatives, Equities
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA
Pontificia Universidad Católica de Chile 2013 — 2013
MBA - Exchange Student
Elon University 2002 — 2006
Magna Cum Laude
Baker Street Advisors September 2014 - Present
Goldman Sachs 2009 - 2013
US Bank 2006 - 2009
Jefferson Pilot Financial May 2005 - August 2005
Wachovia May 2004 - August 2004
Skills
Economics, Investment Management, Quantitative Analytics, Alternative Investments, Investment Strategies, Spanish, Derivatives, Equities
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA
Pontificia Universidad Católica de Chile 2013 — 2013
MBA - Exchange Student
Elon University 2002 — 2006
Magna Cum Laude
Peggy Shorten Peggy Shorten's Jefferson Pilot Financial Experience January 1998 - January 2001
Job REAL ESTATE AGENT SPECIALIZING IN BUCKS AND MONTGOMERY COUNTIES & SURROUNDING PHILADELPHIA AREA
Industry Real Estate
Experience
Keller Williams Real Estate January 2011 - Present
Bayada Nurses February 2003 - December 2005
Jefferson Pilot Financial January 1998 - January 2001
Rogers Benefit Group March 1994 - October 1997
Skills
Sellers, Short Sales, Real Estate, First Time Home Buyers, Buyer Representation, Relocation Buyers, Corporate Relocation, Condos, Foreclosures, REO, Referrals, Selling, New Home Sales, Residential Homes, Buyers, Investors, Single Family Homes, Seller Representation, Sales
Education
Schlicher - Kratz Institute of Real Estate
Temple University
Business Administration and Management, General
Bucks County Community College
Keller Williams Real Estate January 2011 - Present
Bayada Nurses February 2003 - December 2005
Jefferson Pilot Financial January 1998 - January 2001
Rogers Benefit Group March 1994 - October 1997
Skills
Sellers, Short Sales, Real Estate, First Time Home Buyers, Buyer Representation, Relocation Buyers, Corporate Relocation, Condos, Foreclosures, REO, Referrals, Selling, New Home Sales, Residential Homes, Buyers, Investors, Single Family Homes, Seller Representation, Sales
Education
Schlicher - Kratz Institute of Real Estate
Temple University
Business Administration and Management, General
Bucks County Community College
Melissa Ward Melissa Ward's Jefferson Pilot Financial Experience 1997 - 1999
Job Finance and Administrative Coordinator/ Executive Assistant/ Customer Service/ Meeting Planner & Coordinator
Industry Hospitality
Experience
AAA Blind and Shutter Factory April 2015 - Present
Extended Stay America August 2014 - March 2015
Cabarrus County Convention and Visitors Bureau August 2010 - August 2014
Premier Designs 2009 - 2011
Southland Woodworks, Inc. 2001 - 2010
Harned Nursery Company, Inc. 1999 - 2001
Jefferson Pilot Financial 1997 - 1999
North Carolina Farm Bureau Insurance Company 1993 - 1997
Skills
Event Management, Event Planning, Fundraising, Customer Service, Hospitality, Marketing, Meeting Planning, Public Relations, Public Speaking, Social Media, Nonprofits, Leadership, Sponsorship, Hotels, Microsoft Word, Microsoft Office, Microsoft Excel, Corporate Events, Tourism, Social Networking
Education
Georgia Southern University 1989 — 1993
BS in Family & Consumer Sciences with Minor in Business, Hotel, Restaurant and Institutional Administration
AAA Blind and Shutter Factory April 2015 - Present
Extended Stay America August 2014 - March 2015
Cabarrus County Convention and Visitors Bureau August 2010 - August 2014
Premier Designs 2009 - 2011
Southland Woodworks, Inc. 2001 - 2010
Harned Nursery Company, Inc. 1999 - 2001
Jefferson Pilot Financial 1997 - 1999
North Carolina Farm Bureau Insurance Company 1993 - 1997
Skills
Event Management, Event Planning, Fundraising, Customer Service, Hospitality, Marketing, Meeting Planning, Public Relations, Public Speaking, Social Media, Nonprofits, Leadership, Sponsorship, Hotels, Microsoft Word, Microsoft Office, Microsoft Excel, Corporate Events, Tourism, Social Networking
Education
Georgia Southern University 1989 — 1993
BS in Family & Consumer Sciences with Minor in Business, Hotel, Restaurant and Institutional Administration
Tim Roby Tim Roby's Jefferson Pilot Financial Experience 1995 - 1999
Job Associate Broker, Owner Roby Real Estate, Silvercreek Realty Group
Industry Real Estate
Experience
Silvercreek Realty Group February 2013 - Present
Coldwell Banker Tomlinson Group September 2009 - February 2013
Assist2Sell April 2006 - August 2007
Jefferson Pilot Financial 1995 - 1999
Skills
Residential Homes, Commercial Real Estate, Construction, Sellers, Short Sales, First Time Home Buyers, Investment Properties, Foreclosures, Buyer Representation, Real Estate, Single Family Homes, Listings, Buyers, Resellers, New Home Sales, Relocation Buyers, Relocation, Selling, REO, HUD, Real Property, Waterfront, FHA, New Homes, Referrals, Move Up Buyers, Investors, National Association of..., Brokerage, Investments, ABR, Real Estate Transactions, Property, e-PRO, Property Management, Rentals, Seller Representation, Luxury, Sales, Vacation Homes, Townhomes, SFR, Condos, Income Properties
Education
Boise State University 1993 — 1998
Finance, Economics
Lewis-Clark State College
Silvercreek Realty Group February 2013 - Present
Coldwell Banker Tomlinson Group September 2009 - February 2013
Assist2Sell April 2006 - August 2007
Jefferson Pilot Financial 1995 - 1999
Skills
Residential Homes, Commercial Real Estate, Construction, Sellers, Short Sales, First Time Home Buyers, Investment Properties, Foreclosures, Buyer Representation, Real Estate, Single Family Homes, Listings, Buyers, Resellers, New Home Sales, Relocation Buyers, Relocation, Selling, REO, HUD, Real Property, Waterfront, FHA, New Homes, Referrals, Move Up Buyers, Investors, National Association of..., Brokerage, Investments, ABR, Real Estate Transactions, Property, e-PRO, Property Management, Rentals, Seller Representation, Luxury, Sales, Vacation Homes, Townhomes, SFR, Condos, Income Properties
Education
Boise State University 1993 — 1998
Finance, Economics
Lewis-Clark State College
Marvin Munn Marvin Munn's Jefferson Pilot Financial Experience June 2003 - August 2005
Job Supply Chain Professional & Private Business Owner
Industry Logistics and Supply Chain
Experience
Storeroom Solutions, Inc. December 2011 - July 2012
Infotree Services, Inc. @ Eaton Corporation June 2011 - December 2011
Citizens Bank of PA June 2010 - April 2011
US Census Bureau March 2010 - June 2010
Westinghouse Electric Company, LLC June 2008 - December 2009
ReNuke August 2007 - March 2008
Granite Services March 2006 - August 2007
Granite Services August 2005 - March 2006
Jefferson Pilot Financial June 2003 - August 2005
Jefferson - Pilot Financial June 2003 - August 2005
Skills
Global Contract..., Inventory Management, New Product Development, Cross-Functional..., SAP Procurement, Oracle ERP, Maximo, IBM Client Access, Nuclear Outage Sourcing, Vendor WIP Mangement, Consigned Inventory..., Vendor Managed Inventory, PO Milestone Management, Cross-functional Team..., Product Development, Procurement, Supply Chain, Strategic Sourcing, Purchasing, Oracle E-Business Suite, Supply Chain Management, Project Management, Training, Supply Management, SAP, Microsoft Office, Strategy, Supplier Development, Leadership, Six Sigma, Coaching
Education
Mount Olive College 2013 — 2013
BS in Business Managemen with a concentratio in Organizationa Developmen & a Minor in CIS, Business Administration and Management, General
University of Pittsburgh 2008 — 2009
Business Management
Cape Fear Community College 2007 — 2007
General Studies
University of North Carolina at Wilmington 2007 — 2007
Business Management
University of Mount Olive 1999 — 2000
Business Management w/concentration in Organizational Development
Shaw University 1997 — 1998
Business Management
Shaw University (Wilmington CAPE)
BS, Business Management
North Central Technical 1994 — 1994
Aviation Maintenance Management
North Central Institute
Associate Degree, Aviation Maintenance Management
Austin Peay State University 1993 — 1993
Executive Protection
Storeroom Solutions, Inc. December 2011 - July 2012
Infotree Services, Inc. @ Eaton Corporation June 2011 - December 2011
Citizens Bank of PA June 2010 - April 2011
US Census Bureau March 2010 - June 2010
Westinghouse Electric Company, LLC June 2008 - December 2009
ReNuke August 2007 - March 2008
Granite Services March 2006 - August 2007
Granite Services August 2005 - March 2006
Jefferson Pilot Financial June 2003 - August 2005
Jefferson - Pilot Financial June 2003 - August 2005
Skills
Global Contract..., Inventory Management, New Product Development, Cross-Functional..., SAP Procurement, Oracle ERP, Maximo, IBM Client Access, Nuclear Outage Sourcing, Vendor WIP Mangement, Consigned Inventory..., Vendor Managed Inventory, PO Milestone Management, Cross-functional Team..., Product Development, Procurement, Supply Chain, Strategic Sourcing, Purchasing, Oracle E-Business Suite, Supply Chain Management, Project Management, Training, Supply Management, SAP, Microsoft Office, Strategy, Supplier Development, Leadership, Six Sigma, Coaching
Education
Mount Olive College 2013 — 2013
BS in Business Managemen with a concentratio in Organizationa Developmen & a Minor in CIS, Business Administration and Management, General
University of Pittsburgh 2008 — 2009
Business Management
Cape Fear Community College 2007 — 2007
General Studies
University of North Carolina at Wilmington 2007 — 2007
Business Management
University of Mount Olive 1999 — 2000
Business Management w/concentration in Organizational Development
Shaw University 1997 — 1998
Business Management
Shaw University (Wilmington CAPE)
BS, Business Management
North Central Technical 1994 — 1994
Aviation Maintenance Management
North Central Institute
Associate Degree, Aviation Maintenance Management
Austin Peay State University 1993 — 1993
Executive Protection
Pamela Neese Pamela Neese's Jefferson Pilot Financial Experience February 2004 - April 2004
Job Health Services Administrative Assistant at OptumHealth
Industry Health, Wellness and Fitness
Experience
OptumHealth January 2007 - Present
Barton Malow Company June 2005 - June 2006
Jefferson Pilot Financial February 2004 - April 2004
Pomeroy 1998 - 1999
Skills
Scheduling, Administration, PowerPoint, Word, Coordination, Administrative Support, Excel, Outlook, Spreadsheets, Data Entry, Administrative..., Microsoft Excel, Microsoft Word, Community Outreach, Customer Service, Public Speaking, Team Building, System Administration, Teamwork, Microsoft Office, Social Networking, Process Scheduler, Research, Office Management, Teaching, Facebook, Social Media
Education
Guilford College 2001 — 2003
BS, Information Systems Management
John C Calhoun Community College 2000 — 2001
AS, Technical Management
OptumHealth January 2007 - Present
Barton Malow Company June 2005 - June 2006
Jefferson Pilot Financial February 2004 - April 2004
Pomeroy 1998 - 1999
Skills
Scheduling, Administration, PowerPoint, Word, Coordination, Administrative Support, Excel, Outlook, Spreadsheets, Data Entry, Administrative..., Microsoft Excel, Microsoft Word, Community Outreach, Customer Service, Public Speaking, Team Building, System Administration, Teamwork, Microsoft Office, Social Networking, Process Scheduler, Research, Office Management, Teaching, Facebook, Social Media
Education
Guilford College 2001 — 2003
BS, Information Systems Management
John C Calhoun Community College 2000 — 2001
AS, Technical Management
Keri Parish Keri Parish's Jefferson Pilot Financial Experience September 2001 - August 2005
Job Middle School Activities Director & Faculty Practical and Performing Arts at Santa Fe Christian Schools
Industry Primary/Secondary Education
Experience
Santa Fe Christian Schools August 2008 - Present
Jefferson Pilot Financial September 2001 - August 2005
Infinity Broadcasting March 1997 - August 2001
Education
California State University-San Marcos 2006 — 2008
Elementary Education and Teaching
Linfield College 1991 — 1995
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Santa Fe Christian Schools August 2008 - Present
Jefferson Pilot Financial September 2001 - August 2005
Infinity Broadcasting March 1997 - August 2001
Education
California State University-San Marcos 2006 — 2008
Elementary Education and Teaching
Linfield College 1991 — 1995
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Sheryl Pappalardo Sheryl Pappalardo's Jefferson Pilot Financial Experience April 2001 - March 2006
Job Fund Analyst at Dartmouth Hitchcock Medical Center
Industry Accounting
Experience
Dartmouth Hitchcock Medical Center July 2012 - Present
Private Consultant February 2012 - Present
MicroEdge January 2008 - February 2012
Northeast Real Estate Advisors, Inc. February 2007 - January 2008
Lincoln Financial Group April 2006 - October 2006
Jefferson Pilot Financial April 2001 - March 2006
Jefferson Pilot Financial April 1999 - March 2001
Jefferson Pilot Financial May 1997 - March 1999
Skills
Accounting, Accounts Payable, Accounts Receivable, General Ledger, Payroll, Journal Entries, Reconciliation, Financial Reporting, Financial Systems, Crystal Reports, Financial Systems..., Financial Analysis, Teamwork, Customer Service, Problem Solving, System Administration, Training & Development, Troubleshooting, Disaster Recovery, Software Training, Microsoft Office, CRM software, Salesforce.com, FIMS Software, Benefit Administration, QuickBooks
Education
Babson College
Master of Business Administration (M.B.A.)
Merrimack College
BSBA, Accounting
Dartmouth Hitchcock Medical Center July 2012 - Present
Private Consultant February 2012 - Present
MicroEdge January 2008 - February 2012
Northeast Real Estate Advisors, Inc. February 2007 - January 2008
Lincoln Financial Group April 2006 - October 2006
Jefferson Pilot Financial April 2001 - March 2006
Jefferson Pilot Financial April 1999 - March 2001
Jefferson Pilot Financial May 1997 - March 1999
Skills
Accounting, Accounts Payable, Accounts Receivable, General Ledger, Payroll, Journal Entries, Reconciliation, Financial Reporting, Financial Systems, Crystal Reports, Financial Systems..., Financial Analysis, Teamwork, Customer Service, Problem Solving, System Administration, Training & Development, Troubleshooting, Disaster Recovery, Software Training, Microsoft Office, CRM software, Salesforce.com, FIMS Software, Benefit Administration, QuickBooks
Education
Babson College
Master of Business Administration (M.B.A.)
Merrimack College
BSBA, Accounting
Vernon A. Horne, CLU, ChFC Vernon A. Horne, CLU, ChFC's Jefferson Pilot Financial Experience April 1982 - November 2005
Job President at Signature Financial Services Group, LLC
Industry Financial Services
Experience
Signature Financial Services Group, LLC June 2011 - Present
Premier Planning Group, Inc. March 2007 - May 2011
WealthPlan Financial Partners November 2005 - March 2007
Jefferson Pilot Financial April 1982 - November 2005
Skills
Fixed Annuities, Insurance, Securities, Retirement Planning, Series 7
Education
Appalachian State University 1965 — 1969
Bachelor of Applied Science (B.A.Sc.), Industrial Technology
Signature Financial Services Group, LLC June 2011 - Present
Premier Planning Group, Inc. March 2007 - May 2011
WealthPlan Financial Partners November 2005 - March 2007
Jefferson Pilot Financial April 1982 - November 2005
Skills
Fixed Annuities, Insurance, Securities, Retirement Planning, Series 7
Education
Appalachian State University 1965 — 1969
Bachelor of Applied Science (B.A.Sc.), Industrial Technology
Darin Palmer Darin Palmer's Jefferson Pilot Financial Experience April 1999 - April 2003
Job Associate Director at The Church of Jesus Christ of Latterday Saints: Seminaries and Institutes of Religion
Industry Religious Institutions
Experience
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion June 2014 - Present
North American Divers Association March 2012 - Present
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion June 2012 - June 2014
Waterworld January 2006 - April 2010
Jefferson Pilot Financial April 1999 - April 2003
Skills
Leadership Development, Training, Translation, Presentations, Teacher Training, Language Teaching, Scuba Diving, Organizational..., Personal Financial..., Public Speaking, Workshop Facilitation, Leadership, Administration, Time Management, Staff Development, Teaching
Education
Brigham Young University 1994 — 1997
Master's degree, Parks, Recreation, Leisure, and Fitness Studies
Brigham Young University 1987 — 1990
Bachelor of Arts (BA), Japanese Language and Literature
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion June 2014 - Present
North American Divers Association March 2012 - Present
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion June 2012 - June 2014
Waterworld January 2006 - April 2010
Jefferson Pilot Financial April 1999 - April 2003
Skills
Leadership Development, Training, Translation, Presentations, Teacher Training, Language Teaching, Scuba Diving, Organizational..., Personal Financial..., Public Speaking, Workshop Facilitation, Leadership, Administration, Time Management, Staff Development, Teaching
Education
Brigham Young University 1994 — 1997
Master's degree, Parks, Recreation, Leisure, and Fitness Studies
Brigham Young University 1987 — 1990
Bachelor of Arts (BA), Japanese Language and Literature
Kenneth F. Main, CRPC. 512 669 6198's Jefferson Pilot Financial Experience June 1997 - September 2005
Job Your One Advisor sm, Independent Retirement Income Security Specialist affiliated w Lincoln Financial Group 5127160010
Industry Financial Services
Experience
Lincoln Financial Group September 2005 - Present
Lincoln Financial Group September 2005 - Present
Jefferson Pilot Financial June 1997 - September 2005
Capital Preservation Associates June 1988 - September 2005
Deloitte, Haskins & Sells December 1986 - June 1988
Israeloff, Trattner & Co February 1983 - December 1986
Pan American World Airways February 1980 - February 1983
Diamond International Corporation February 1979 - February 1980
Skills
401k, Retirement Planning, Estate Planning, Retirement, Financial Planners, IRAs, Personal Financial..., High Net Worth..., Insurance, Retirement Plan..., Financial Advisory, Mutual Funds, Series 7, Defined Benefit, Fixed Annuities, Investments, Wealth Management, Financial Goals, Life Insurance, Pensions, Tax, Financial Services, Finance, Tax Preparation, Securities, Auditing, Income Tax, Series 63, Estate Tax Planning, Investment Advisory, Wealth Management..., Personal Finance, Trusts, Long Term Care Insurance, Disability Insurance, Long-term Care, Series 6, Wealth, Investment Management, Asset Allocation, Investment Strategies, Qualified Retirement..., Roth IRA, Series 65, 401k Rollovers, Variable Annuities, Universal Life, Wealth Accumulation, Financial Planning, Management
Education
UT Law CLE 2014 — 2014
N/A, Tax law, N/A
College for Financial Planning 2007 — 2008
Chartered Retirement Planning Counselor, Retirement Counseling
Pace University - Lubin School of Business 1973 — 1980
Bachelor of Business Administration (BBA), BBA
Fordham University 1968 — 1970
specialized studies, psychology
Lincoln Financial Group September 2005 - Present
Lincoln Financial Group September 2005 - Present
Jefferson Pilot Financial June 1997 - September 2005
Capital Preservation Associates June 1988 - September 2005
Deloitte, Haskins & Sells December 1986 - June 1988
Israeloff, Trattner & Co February 1983 - December 1986
Pan American World Airways February 1980 - February 1983
Diamond International Corporation February 1979 - February 1980
Skills
401k, Retirement Planning, Estate Planning, Retirement, Financial Planners, IRAs, Personal Financial..., High Net Worth..., Insurance, Retirement Plan..., Financial Advisory, Mutual Funds, Series 7, Defined Benefit, Fixed Annuities, Investments, Wealth Management, Financial Goals, Life Insurance, Pensions, Tax, Financial Services, Finance, Tax Preparation, Securities, Auditing, Income Tax, Series 63, Estate Tax Planning, Investment Advisory, Wealth Management..., Personal Finance, Trusts, Long Term Care Insurance, Disability Insurance, Long-term Care, Series 6, Wealth, Investment Management, Asset Allocation, Investment Strategies, Qualified Retirement..., Roth IRA, Series 65, 401k Rollovers, Variable Annuities, Universal Life, Wealth Accumulation, Financial Planning, Management
Education
UT Law CLE 2014 — 2014
N/A, Tax law, N/A
College for Financial Planning 2007 — 2008
Chartered Retirement Planning Counselor, Retirement Counseling
Pace University - Lubin School of Business 1973 — 1980
Bachelor of Business Administration (BBA), BBA
Fordham University 1968 — 1970
specialized studies, psychology
Ronald Colligan's Jefferson Pilot Financial Experience 1997 - 2000
Job Managing Director at Colligan Risk Advisory
Industry Insurance
Experience
Colligan Risk Advisory January 2012 - Present
ACE International Life June 2005 - January 2012
ACE Life June 2005 - January 2010
Guy Carpenter July 2000 - June 2005
Jefferson Pilot Financial 1997 - 2000
Transamerica Life Companies 1988 - 1990
Skills
Reinsurance, Underwriting, Life Insurance, Fixed Annuities, Business Strategy, Strategy, Actuarial Science, Negotiation, Term Life Insurance, Management, Risk Management, Relationship Management, Employee Benefits, Captives, Property & Casualty..., Brokers, Claim, Start-ups, Consulting, Executive Management, Disability Insurance, Business Analysis, Business Planning, Professional Liability, Commercial Insurance, New Business Development, Health Insurance, Pricing, General Insurance, Financial Services, Liability, Strategic Planning, Financial Modeling, Legal Liability, Claims Management, Financial Risk, Casualty, Solvency II, Insurance, Excess, Workers Compensation, Commercial Lines, Enterprise Risk..., Litigation Management, Umbrella Insurance
Education
Atlantic Union College 1965 — 1969
History and Political Science
Colligan Risk Advisory January 2012 - Present
ACE International Life June 2005 - January 2012
ACE Life June 2005 - January 2010
Guy Carpenter July 2000 - June 2005
Jefferson Pilot Financial 1997 - 2000
Transamerica Life Companies 1988 - 1990
Skills
Reinsurance, Underwriting, Life Insurance, Fixed Annuities, Business Strategy, Strategy, Actuarial Science, Negotiation, Term Life Insurance, Management, Risk Management, Relationship Management, Employee Benefits, Captives, Property & Casualty..., Brokers, Claim, Start-ups, Consulting, Executive Management, Disability Insurance, Business Analysis, Business Planning, Professional Liability, Commercial Insurance, New Business Development, Health Insurance, Pricing, General Insurance, Financial Services, Liability, Strategic Planning, Financial Modeling, Legal Liability, Claims Management, Financial Risk, Casualty, Solvency II, Insurance, Excess, Workers Compensation, Commercial Lines, Enterprise Risk..., Litigation Management, Umbrella Insurance
Education
Atlantic Union College 1965 — 1969
History and Political Science
Edward Demeritt Edward Demeritt's Jefferson Pilot Financial Experience November 2004 - November 2006
Job Learning and Development Specialist at Dorman Products
Industry Professional Training & Coaching
Experience
Dorman Products February 2015 - Present
Iron Mountain June 2011 - October 2014
Delaware Investments September 2008 - June 2011
Lincoln Financial Distributors November 2006 - September 2008
Jefferson Pilot Financial November 2004 - November 2006
Riverside Christian Church September 2000 - November 2006
Jefferson Pilot Financial September 2002 - November 2004
Jefferson Pilot Financial May 2001 - September 2002
Barnes & Noble 2001 - 2002
Lenscrafters May 1992 - March 2001
Skills
Customer Service, Employee Training, Training Facilitation, Leadership, Project Management, Strategic Planning, Public Speaking, Training, Team Building, Management, Insurance, Marketing Communications, Relationship Management, Financial Services, Team Leadership, Coaching, Team Management, Performance Management, Program Management, Strategy, Process Improvement
Education
Eastern University 2009 — 2011
M.A., Organizational Leadership
Bentley College 1986 — 1990
B.S, Business Communications
Dorman Products February 2015 - Present
Iron Mountain June 2011 - October 2014
Delaware Investments September 2008 - June 2011
Lincoln Financial Distributors November 2006 - September 2008
Jefferson Pilot Financial November 2004 - November 2006
Riverside Christian Church September 2000 - November 2006
Jefferson Pilot Financial September 2002 - November 2004
Jefferson Pilot Financial May 2001 - September 2002
Barnes & Noble 2001 - 2002
Lenscrafters May 1992 - March 2001
Skills
Customer Service, Employee Training, Training Facilitation, Leadership, Project Management, Strategic Planning, Public Speaking, Training, Team Building, Management, Insurance, Marketing Communications, Relationship Management, Financial Services, Team Leadership, Coaching, Team Management, Performance Management, Program Management, Strategy, Process Improvement
Education
Eastern University 2009 — 2011
M.A., Organizational Leadership
Bentley College 1986 — 1990
B.S, Business Communications
Rich Antonino's Jefferson Pilot Financial Experience 1994 - 2004
Job Captain and Fishing Show Producer at Black Rose Fishing Charters
Industry Entertainment
Experience
Black Rose Fishing Charters and CastNCrew Fishing Show January 2004 - Present
Benchmark Mortgage January 2013 - July 2013
Black Rose Fishing Charters 2004 - November 2012
Jefferson Pilot Financial 1994 - 2004
Northfield Mt. Hermon School 1993 - 1994
Skills
Mortgage Lending, FHA financing, Refinance, Reverse Mortgages, Marketing, VA loans, Small Business, Fishing, Sales, Video, Real Estate, Retirement Planning, Boating, Public Relations, Social Media, New Business Development, Customer Service, Public Speaking, Marketing Communications, Management, Chartering
Education
Harvard University 1988 — 1992
1992, Economics
Thayer Academy 1984 — 1988
Black Rose Fishing Charters and CastNCrew Fishing Show January 2004 - Present
Benchmark Mortgage January 2013 - July 2013
Black Rose Fishing Charters 2004 - November 2012
Jefferson Pilot Financial 1994 - 2004
Northfield Mt. Hermon School 1993 - 1994
Skills
Mortgage Lending, FHA financing, Refinance, Reverse Mortgages, Marketing, VA loans, Small Business, Fishing, Sales, Video, Real Estate, Retirement Planning, Boating, Public Relations, Social Media, New Business Development, Customer Service, Public Speaking, Marketing Communications, Management, Chartering
Education
Harvard University 1988 — 1992
1992, Economics
Thayer Academy 1984 — 1988
Matthew Pontius Matthew Pontius's Jefferson Pilot Financial Experience April 2004 - April 2005
Job Financial Planner helping people nearing retirement optimize their assets and bring their vision to life
Industry Financial Services
Experience
Premier Wealth Partners, LLC July 2014 - Present
Charleston Financial Strategies February 2010 - July 2014
Carolina Capital Management May 2005 - February 2010
Jefferson Pilot Financial April 2004 - April 2005
Skills
Financial Advisory, Investments, Retirement, Wealth Management, Retirement Planning, Financial Goals, Estate Planning, Asset Allocation, Personal Finance, Financial Services, Strategic Financial..., Investment Advisory, Investment Strategies, Stock Management, Retirement Income..., Insurance Planning, Financial Analysis, Financial Management, Income Protection, Asset Management, Charitable Trusts, Charitable Gift Planning, Estate Tax Planning
Education
College of Charleston 2000 — 2004
Bachelor of Science, Business, Finance, Marketing
Premier Wealth Partners, LLC July 2014 - Present
Charleston Financial Strategies February 2010 - July 2014
Carolina Capital Management May 2005 - February 2010
Jefferson Pilot Financial April 2004 - April 2005
Skills
Financial Advisory, Investments, Retirement, Wealth Management, Retirement Planning, Financial Goals, Estate Planning, Asset Allocation, Personal Finance, Financial Services, Strategic Financial..., Investment Advisory, Investment Strategies, Stock Management, Retirement Income..., Insurance Planning, Financial Analysis, Financial Management, Income Protection, Asset Management, Charitable Trusts, Charitable Gift Planning, Estate Tax Planning
Education
College of Charleston 2000 — 2004
Bachelor of Science, Business, Finance, Marketing
Janeen Morehead's Jefferson Pilot Financial Experience January 2003 - May 2003
Job Channel Program Manager at Sensus
Industry Utilities
Experience
Sensus September 2014 - Present
Sensus March 2013 - September 2014
Sensus October 2011 - March 2013
Sinclair Broadcast Group October 2004 - November 2011
WAKE EDUCATION PARTNERSHIP January 2004 - October 2004
WAKE EDUCATION PARTNERSHIP August 2003 - January 2004
Jefferson Pilot Financial January 2003 - May 2003
United Arts Council of Greater Greensboro August 2002 - December 2002
Telespectrum May 2001 - August 2001
Skills
Marketing, Training, Adobe Creative Suite, Sales, Customer Service, Budgets, Microsoft Word, Program Management, Strategic Planning, Product Development, Microsoft Office, Microsoft Excel, Photoshop, Illustrator, Project Management, Marketing Strategy, Sales Operations, Salesforce.com, Management, Project Coordination, Analysis, Direct Marketing, Graphic Design, Writing, Creative Writing, Market, Painting, iContact, Social Media
Education
Ashford University 2010 — 2012
MBA, Business Administration/Project managment
Wake Technical Community College 2005 — 2009
AOS, Advertising and Graphic Design
University of North Carolina at Greensboro 2001 — 2003
BS, Marketing
North Carolina Agricultural and Technical State University
Sensus September 2014 - Present
Sensus March 2013 - September 2014
Sensus October 2011 - March 2013
Sinclair Broadcast Group October 2004 - November 2011
WAKE EDUCATION PARTNERSHIP January 2004 - October 2004
WAKE EDUCATION PARTNERSHIP August 2003 - January 2004
Jefferson Pilot Financial January 2003 - May 2003
United Arts Council of Greater Greensboro August 2002 - December 2002
Telespectrum May 2001 - August 2001
Skills
Marketing, Training, Adobe Creative Suite, Sales, Customer Service, Budgets, Microsoft Word, Program Management, Strategic Planning, Product Development, Microsoft Office, Microsoft Excel, Photoshop, Illustrator, Project Management, Marketing Strategy, Sales Operations, Salesforce.com, Management, Project Coordination, Analysis, Direct Marketing, Graphic Design, Writing, Creative Writing, Market, Painting, iContact, Social Media
Education
Ashford University 2010 — 2012
MBA, Business Administration/Project managment
Wake Technical Community College 2005 — 2009
AOS, Advertising and Graphic Design
University of North Carolina at Greensboro 2001 — 2003
BS, Marketing
North Carolina Agricultural and Technical State University
Chip Wood Chip Wood's Jefferson Pilot Financial Experience 1984 - 1999
Job Sales Associate at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance 2005 - Present
Marsh & McLennan Companies, Inc. 1999 - September 2004
Jefferson Pilot Financial 1984 - 1999
Skills
Insurance, Sales, Customer Service, Property, Commercial Insurance, Life Insurance, Casualty, Health Insurance, Liability, Umbrella Insurance, Underwriting, Workers Compensation, Term Life Insurance, Commercial Lines, Disability Insurance, General Insurance, Legal Liability, Brokers, Sales Management, Professional Liability, Process Improvement, Casualty Insurance, Management
Education
Gannon University 1980 — 1984
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Nationwide Insurance 2005 - Present
Marsh & McLennan Companies, Inc. 1999 - September 2004
Jefferson Pilot Financial 1984 - 1999
Skills
Insurance, Sales, Customer Service, Property, Commercial Insurance, Life Insurance, Casualty, Health Insurance, Liability, Umbrella Insurance, Underwriting, Workers Compensation, Term Life Insurance, Commercial Lines, Disability Insurance, General Insurance, Legal Liability, Brokers, Sales Management, Professional Liability, Process Improvement, Casualty Insurance, Management
Education
Gannon University 1980 — 1984
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Susan Katie Murphy Susan Katie Murphy's Jefferson Pilot Financial Experience August 2002 - March 2003
Job Vice President Relations at Luxe Equestrian
Industry Marketing and Advertising
Experience
Murphy Eventing, LLC January 2004 - Present
NH Real Estate 2003 - Present
Luxequestrian February 2013 - January 2014
LandVest Incorporated April 2003 - January 2013
Colby-Sawyer College September 2004 - June 2007
Jefferson Pilot Financial August 2002 - March 2003
United States Pony Club January 1987 - December 1997
Skills
Real Estate, Brokerage, Event Planning, Social Media Marketing, Marketing Strategy, Customer Service, Marketing, Advertising, Microsoft Office, Budgets, Negotiation, Team Building, Project Management, Team Leadership, Teamwork, Social Media, Social Networking, Sellers, Blogging, Sales, Online Marketing, Leadership, Coaching, Research, Management, Marketing Communications, Small Business, Sponsorship, Email Marketing, Online Advertising
Education
Northeastern University 2009 — 2012
MBA, Specialty in Marketing
Guilford College 1998 — 2002
Bachelors of Science, Psychology; Business Management and Sociology
Proctor Academy 1995 — 1998
Kent School 1993 — 1994
Murphy Eventing, LLC January 2004 - Present
NH Real Estate 2003 - Present
Luxequestrian February 2013 - January 2014
LandVest Incorporated April 2003 - January 2013
Colby-Sawyer College September 2004 - June 2007
Jefferson Pilot Financial August 2002 - March 2003
United States Pony Club January 1987 - December 1997
Skills
Real Estate, Brokerage, Event Planning, Social Media Marketing, Marketing Strategy, Customer Service, Marketing, Advertising, Microsoft Office, Budgets, Negotiation, Team Building, Project Management, Team Leadership, Teamwork, Social Media, Social Networking, Sellers, Blogging, Sales, Online Marketing, Leadership, Coaching, Research, Management, Marketing Communications, Small Business, Sponsorship, Email Marketing, Online Advertising
Education
Northeastern University 2009 — 2012
MBA, Specialty in Marketing
Guilford College 1998 — 2002
Bachelors of Science, Psychology; Business Management and Sociology
Proctor Academy 1995 — 1998
Kent School 1993 — 1994
Richard Harvey Richard Harvey's Jefferson Pilot Financial Experience 1995 - 2000
Job Founder and President of Harvey Wealth Management Group
Industry Investment Management
Experience
Harvey Wealth Management Group 2007 - Present
Piedmont Financial Planning 2000 - 2007
Jefferson Pilot FInancial 1995 - 2000
Education
Guilford College
BS with Honors, Business Management - Money & Finance
University of North Carolina at Greensboro
BA, Business Management
Harvey Wealth Management Group 2007 - Present
Piedmont Financial Planning 2000 - 2007
Jefferson Pilot FInancial 1995 - 2000
Education
Guilford College
BS with Honors, Business Management - Money & Finance
University of North Carolina at Greensboro
BA, Business Management
Raymond M. Clapp, CIC, AAI Raymond M. Clapp, CIC, AAI's Jefferson Pilot Financial Experience January 1998 - February 1999
Job Loan Insurance Coordinator, High Point Bank
Industry Insurance
Experience
High Point Bank and Trust November 2000 - Present
HPB Insurance Group November 2000 - Present
The Assurance Group 1999 - 2000
Jefferson Pilot Financial January 1998 - February 1999
Skills
Commercial Insurance, D&O, Umbrella, Workers Compensation, Term Life Insurance, Disability Insurance, Umbrella Insurance, Property & Casualty..., Insurance, Life Insurance, Inland Marine, Casualty, Underwriting, Small Business, Brokers, Liability, Casualty Insurance
Education
High Point University 1991 — 1998
BS, Business/Economics, Summa cum laude
GTCC 1981 — 1983
Eastern Guilford 1977 — 1981
High School Diploma
High Point Bank and Trust November 2000 - Present
HPB Insurance Group November 2000 - Present
The Assurance Group 1999 - 2000
Jefferson Pilot Financial January 1998 - February 1999
Skills
Commercial Insurance, D&O, Umbrella, Workers Compensation, Term Life Insurance, Disability Insurance, Umbrella Insurance, Property & Casualty..., Insurance, Life Insurance, Inland Marine, Casualty, Underwriting, Small Business, Brokers, Liability, Casualty Insurance
Education
High Point University 1991 — 1998
BS, Business/Economics, Summa cum laude
GTCC 1981 — 1983
Eastern Guilford 1977 — 1981
High School Diploma
Rebecca Silva Rebecca Silva's Jefferson Pilot Financial Experience April 1997 - April 2006
Job Senior Vice President, Human Resources at Lincoln Financial
Industry Financial Services
Experience
Lincoln Financial January 2011 - Present
Jefferson Pilot Financial April 1997 - April 2006
Chubb Life 1982 - March 1997
Skills
Deferred Compensation, Succession Planning, Employee Benefits, Employee Relations, Talent Management, Workforce Planning, Performance Management, Human Resources, Organizational..., Organizational..., Leadership, Employee Engagement, HRIS, Onboarding, Benefits Administration
Education
Franklin Pierce College
Masters Business Administration, Business
Franklin Pierce College
Bachelor of Science, Business
Pinkerton Academy
Pinkerton Academy
Lincoln Financial January 2011 - Present
Jefferson Pilot Financial April 1997 - April 2006
Chubb Life 1982 - March 1997
Skills
Deferred Compensation, Succession Planning, Employee Benefits, Employee Relations, Talent Management, Workforce Planning, Performance Management, Human Resources, Organizational..., Organizational..., Leadership, Employee Engagement, HRIS, Onboarding, Benefits Administration
Education
Franklin Pierce College
Masters Business Administration, Business
Franklin Pierce College
Bachelor of Science, Business
Pinkerton Academy
Pinkerton Academy
Marc Ames Marc Ames's Jefferson Pilot Financial Experience June 1996 - June 1999
Job Account Development Manager at Genworth Financial
Industry Financial Services
Experience
Genworth Financial May 2012 - Present
Genworth Financial December 2010 - May 2012
United Guaranty April 2007 - December 2010
Volvo Financial Services September 2006 - March 2007
Republic Mortgage Insurance Company April 2003 - August 2006
CIGNA September 2001 - March 2003
CIGNA July 2000 - March 2003
CIGNA July 2000 - August 2001
Jefferson Pilot Financial June 1996 - June 1999
Skills
Strategic Planning, Operations Management, Financial Modeling, Financial Mgmt, Financial Analysis, Business Analytics, Forecasting, Project Management, Economic Research, Competitive Analysis, Competitive Intelligence, Investor Relations..., Variable Compensation, Incentive Plan Design, Pricing, Portfolio Performance..., Sales Compensation...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Finance / Investments
Gannon University 1991 — 1995
Bachelor of Science, Finance
Genworth Financial May 2012 - Present
Genworth Financial December 2010 - May 2012
United Guaranty April 2007 - December 2010
Volvo Financial Services September 2006 - March 2007
Republic Mortgage Insurance Company April 2003 - August 2006
CIGNA September 2001 - March 2003
CIGNA July 2000 - March 2003
CIGNA July 2000 - August 2001
Jefferson Pilot Financial June 1996 - June 1999
Skills
Strategic Planning, Operations Management, Financial Modeling, Financial Mgmt, Financial Analysis, Business Analytics, Forecasting, Project Management, Economic Research, Competitive Analysis, Competitive Intelligence, Investor Relations..., Variable Compensation, Incentive Plan Design, Pricing, Portfolio Performance..., Sales Compensation...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Finance / Investments
Gannon University 1991 — 1995
Bachelor of Science, Finance
Glenn McKinney Glenn McKinney's Jefferson Pilot Financial Experience March 1997 - October 2005
Job Investment Advisory Representative
Industry Financial Services
Experience
Lincoln Financial Securities Corp., Member SIPC November 1993 - Present
Jefferson Pilot Financial March 1997 - October 2005
Hughes Aircraft Corporation March 1989 - November 1994
Skills
Retirement Planning, Asset Management, IRA's, Investment Advisory, Wealth Management
Education
Loyola Marymount University, College of Business Administration 1990 — 1994
Bachelor of Business Administration, Finance, Marketing
El Camino College 1985 — 1990
Associate of Science, Business
Lincoln Financial Securities Corp., Member SIPC November 1993 - Present
Jefferson Pilot Financial March 1997 - October 2005
Hughes Aircraft Corporation March 1989 - November 1994
Skills
Retirement Planning, Asset Management, IRA's, Investment Advisory, Wealth Management
Education
Loyola Marymount University, College of Business Administration 1990 — 1994
Bachelor of Business Administration, Finance, Marketing
El Camino College 1985 — 1990
Associate of Science, Business
Daryl King's Jefferson Pilot Financial Experience June 1991 - July 1993
Job Owner at RD Marketing Group, Inc
Industry Financial Services
Experience
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
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
Philip K Jefferson Philip K Jefferson's Jefferson Pilot Financial Experience 1993 - 1995
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2009 - Present
CCB and then Sun Trust Bank December 1995 - June 2009
NCF Financial Corp. 2000 - 2004
Jefferson Pilot Financial 1993 - 1995
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Insurance, Retirement, Bonds, Risk Management, High Net Worth..., Securities, Annuities, Stocks, Asset Allocation, Investment Planning, Life Insurance
Education
East Carolina University 1985 — 1989
BS, Urban & Regional Planning
North Forsyth 1983 — 1985
High School
Carver High School 1981 — 1983
High School
Wells Fargo Advisors June 2009 - Present
CCB and then Sun Trust Bank December 1995 - June 2009
NCF Financial Corp. 2000 - 2004
Jefferson Pilot Financial 1993 - 1995
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Insurance, Retirement, Bonds, Risk Management, High Net Worth..., Securities, Annuities, Stocks, Asset Allocation, Investment Planning, Life Insurance
Education
East Carolina University 1985 — 1989
BS, Urban & Regional Planning
North Forsyth 1983 — 1985
High School
Carver High School 1981 — 1983
High School
Janice Jeffries Janice Jeffries's Jefferson Pilot Financial Experience July 2003 - August 2006
Job Adult Education Instructor at Guilford Technical Community College
Industry Financial Services
Experience
Guilford Technical Community College March 2011 - Present
Guilford Technical Community College August 1989 - Present
Lincoln Financial Group December 2010 - January 2014
Lincoln Financial Group August 2006 - December 2010
Jefferson Pilot Financial July 2003 - August 2006
Skills
Microsoft Word, Public Speaking, Microsoft Excel, Leadership, Microsoft Office, Outlook, PowerPoint, Change Management, Project Management, Copywriting, Snagit Proficient, Excel Services, Desktop Publishing, HTML, Management
Education
University of North Carolina at Greensboro 1993 — 1995
A Cert Education, Theatre Education, 4.0
The Ohio State University 1976 — 1978
BA, Communications / Theatre, 3.0
Heidelberg University 1974 — 1976
Transferred to OSU, Designed Curriculum, 3.0
Guilford Technical Community College March 2011 - Present
Guilford Technical Community College August 1989 - Present
Lincoln Financial Group December 2010 - January 2014
Lincoln Financial Group August 2006 - December 2010
Jefferson Pilot Financial July 2003 - August 2006
Skills
Microsoft Word, Public Speaking, Microsoft Excel, Leadership, Microsoft Office, Outlook, PowerPoint, Change Management, Project Management, Copywriting, Snagit Proficient, Excel Services, Desktop Publishing, HTML, Management
Education
University of North Carolina at Greensboro 1993 — 1995
A Cert Education, Theatre Education, 4.0
The Ohio State University 1976 — 1978
BA, Communications / Theatre, 3.0
Heidelberg University 1974 — 1976
Transferred to OSU, Designed Curriculum, 3.0
Debra Catton, ACS, FLMI Debra Catton, ACS, FLMI's Jefferson Pilot Financial Experience 2003 - 2004
Job Experienced Manager, Insurance/Annuities/Financial Services/Call Center
Industry Insurance
Experience
SPI Software Solutions, Inc. May 2014 - Present
Lincoln Financial Group 2008 - 2013
Lincoln Financial Group 2007 - 2008
Lincoln Financial Group 2004 - 2007
Jefferson Pilot Financial 2003 - 2004
Jefferson Pilot Financial 2002 - 2003
Jefferson Pilot Financial January 2000 - January 2002
Jefferson Pilot Financial 1996 - 2000
Skills
Insurance, Strategic Financial..., Life Insurance, Fixed Annuities, Underwriting, Health Insurance, Investments, Customer Service, Team Building, Operations Management, Cross-functional Team..., Performance Management, Finance, Leadership, New Business Development, Risk Management, Management, Team Leadership, Business Process...
Education
Fanshawe College
Accounting
SPI Software Solutions, Inc. May 2014 - Present
Lincoln Financial Group 2008 - 2013
Lincoln Financial Group 2007 - 2008
Lincoln Financial Group 2004 - 2007
Jefferson Pilot Financial 2003 - 2004
Jefferson Pilot Financial 2002 - 2003
Jefferson Pilot Financial January 2000 - January 2002
Jefferson Pilot Financial 1996 - 2000
Skills
Insurance, Strategic Financial..., Life Insurance, Fixed Annuities, Underwriting, Health Insurance, Investments, Customer Service, Team Building, Operations Management, Cross-functional Team..., Performance Management, Finance, Leadership, New Business Development, Risk Management, Management, Team Leadership, Business Process...
Education
Fanshawe College
Accounting
Jason Lina, CFA, CFP®'s Jefferson Pilot Financial Experience June 2003 - May 2004
Job Financial Planner at Resource Planning Group
Industry Financial Services
Experience
Resource Planning Group November 2011 - Present
DCA Global Wealth Management May 2004 - November 2011
Jefferson Pilot Financial June 2003 - May 2004
Invesco June 2002 - August 2002
Trusco Capital Management July 1998 - July 2001
Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Asset Allocation, Investments, Estate Planning, Chartered Financial..., Certified Financial..., Alternative Investments, Hedge Funds, Equities, Fixed Income, Excel, Compliance, Financial Planners, Financial Advisory, Strategic Financial..., Client Education, Mutual Funds, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Business Administration and Management, General
Davidson College 1994 — 1998
Bachelor of Arts, History
Resource Planning Group November 2011 - Present
DCA Global Wealth Management May 2004 - November 2011
Jefferson Pilot Financial June 2003 - May 2004
Invesco June 2002 - August 2002
Trusco Capital Management July 1998 - July 2001
Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Asset Allocation, Investments, Estate Planning, Chartered Financial..., Certified Financial..., Alternative Investments, Hedge Funds, Equities, Fixed Income, Excel, Compliance, Financial Planners, Financial Advisory, Strategic Financial..., Client Education, Mutual Funds, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Business Administration and Management, General
Davidson College 1994 — 1998
Bachelor of Arts, History
Andrew Giovanni Andrew Giovanni's Jefferson Pilot Financial Experience 1997 - 2004
Job VP Internal Audit at Bank of New Hampshire
Industry Banking
Experience
Bank of New Hampshire 2007 - Present
Jefferson Pilot Financial 1997 - 2004
Chubb 1986 - 1997
Auditor General - Florida 1984 - 1986
Cork and Cleaver 1983 - 1984
Skills
Financial Analysis, Internal Audit, Credit, Risk Management, Accounting, Financial Reporting, Financial Accounting, Commercial Lending, Auditing, Project Management, Banking, Microsoft Excel, Strategic Planning, Finance, Loans
Education
Florida Atlantic University 1981 — 1983
BBA, Accounting
Broward Community College 1979 — 1981
AA, Accounting
Redford High School 1973 — 1976
St. Christine's
Bank of New Hampshire 2007 - Present
Jefferson Pilot Financial 1997 - 2004
Chubb 1986 - 1997
Auditor General - Florida 1984 - 1986
Cork and Cleaver 1983 - 1984
Skills
Financial Analysis, Internal Audit, Credit, Risk Management, Accounting, Financial Reporting, Financial Accounting, Commercial Lending, Auditing, Project Management, Banking, Microsoft Excel, Strategic Planning, Finance, Loans
Education
Florida Atlantic University 1981 — 1983
BBA, Accounting
Broward Community College 1979 — 1981
AA, Accounting
Redford High School 1973 — 1976
St. Christine's
Cindi Rouse Cindi Rouse's Jefferson Pilot Financial Experience May 1999 - September 2006
Job Creative Director
Industry Marketing and Advertising
Experience
CC Rouse Designs 2006 - Present
Tema Smith 2008 - 2010
Jefferson Pilot Financial May 1999 - September 2006
Education
Guilford Technical Community College 1989 — 1990
AAS, Commercial Art/Advertising Design
CC Rouse Designs 2006 - Present
Tema Smith 2008 - 2010
Jefferson Pilot Financial May 1999 - September 2006
Education
Guilford Technical Community College 1989 — 1990
AAS, Commercial Art/Advertising Design
Christopher Cowen Christopher Cowen's Jefferson Pilot Financial Experience August 1986 - October 1990
Job Operations Manager at Signature Financial Services Group
Industry Insurance
Experience
Signature Financial Services Group February 2012 - Present
Premier Planning Group June 2007 - December 2008
Jefferson Pilot Financial (Lincoln Financial) October 1990 - April 2007
Jefferson Pilot Financial August 1986 - October 1990
Davidson County Community College January 1983 - September 1986
Metropolitan Life February 1982 - August 1986
Metropolitan Life November 1979 - February 1982
Skills
Insurance, Life Insurance, Recruiting, Investments, Sales, Sales Management, Management, Coaching, Fixed Annuities, Retirement Planning
Education
Campbell University 1975 — 1979
Bachelor of Science, Psychology, Sociology
Signature Financial Services Group February 2012 - Present
Premier Planning Group June 2007 - December 2008
Jefferson Pilot Financial (Lincoln Financial) October 1990 - April 2007
Jefferson Pilot Financial August 1986 - October 1990
Davidson County Community College January 1983 - September 1986
Metropolitan Life February 1982 - August 1986
Metropolitan Life November 1979 - February 1982
Skills
Insurance, Life Insurance, Recruiting, Investments, Sales, Sales Management, Management, Coaching, Fixed Annuities, Retirement Planning
Education
Campbell University 1975 — 1979
Bachelor of Science, Psychology, Sociology
Marc Melisko Marc Melisko's Jefferson Pilot Financial Experience 2004 - 2006
Job Internal Marketing Consultant at Lincoln Financial Group
Industry Financial Services
Experience
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
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
Laura Cutshall Laura Cutshall's Jefferson Pilot Financial Experience June 2006 - January 2008
Job Manager, Underwriter Training at Ohio National Financial Services
Industry Insurance
Experience
Shutter's Edge Photography August 2013 - Present
Ohio National Financial Services December 2012 - Present
Lincoln Financial Group January 2008 - November 2012
Winston-Salem Theatre Alliance 2011 - 2012
Jefferson Pilot Financial June 2006 - January 2008
Volvo Trucks 2005 - 2006
Federated Department Stores February 1996 - July 2001
Skills
Insurance, Term Life Insurance, Risk Assessment, Risk Management, Conflict Management, Presenter, Internal Communications, Relationship Cultivation, Business Relationship..., Associate, Customer..., Financial Risk, Data Analysis, Life Insurance, Underwriting, Medical Underwriting, EKG, Microsoft Office, Management, Finance, Vendor Management, Photoshop, InDesign, Illustrator, FALU, Web Development, Social Media Marketing, Marketing
Education
Xavier University 2001 — 2004
Bachelor of Arts (B.A.), Music Performance, General
Eckerd College 1995 — 1996
Shutter's Edge Photography August 2013 - Present
Ohio National Financial Services December 2012 - Present
Lincoln Financial Group January 2008 - November 2012
Winston-Salem Theatre Alliance 2011 - 2012
Jefferson Pilot Financial June 2006 - January 2008
Volvo Trucks 2005 - 2006
Federated Department Stores February 1996 - July 2001
Skills
Insurance, Term Life Insurance, Risk Assessment, Risk Management, Conflict Management, Presenter, Internal Communications, Relationship Cultivation, Business Relationship..., Associate, Customer..., Financial Risk, Data Analysis, Life Insurance, Underwriting, Medical Underwriting, EKG, Microsoft Office, Management, Finance, Vendor Management, Photoshop, InDesign, Illustrator, FALU, Web Development, Social Media Marketing, Marketing
Education
Xavier University 2001 — 2004
Bachelor of Arts (B.A.), Music Performance, General
Eckerd College 1995 — 1996
Leah Ogden, CFA Leah Ogden, CFA's Jefferson Pilot Financial Experience 1994 - 1998
Job Financial Advisor at Raymond James, 1380 Environ Way, Chapel Hill, NC 27517 Phone: 9199184880
Industry Investment Management
Experience
Raymond James & Associates April 2011 - Present
Kuhn & Carson, Investment Counsel 2008 - 2010
Woodward Financial Advisors 2003 - 2008
STW Fixed Income Managment January 1999 - August 2000
Jefferson Pilot Financial 1994 - 1998
ElectriCities of NC 1987 - 1994
J. Lee Peeler & Company 1982 - 1987
Union Commerce Bank 1980 - 1982
Skills
Financial Planning, Portfolio Management, Tax-advantaged..., Investments, Fixed Income Portfolio..., Retirement Planning, Long-term Care, Public Speaking, Investment Strategies, Securities, Finance, Financial Advisory
Education
Duke University - The Fuqua School of Business
MBA
Kenyon College
BA
Raymond James & Associates April 2011 - Present
Kuhn & Carson, Investment Counsel 2008 - 2010
Woodward Financial Advisors 2003 - 2008
STW Fixed Income Managment January 1999 - August 2000
Jefferson Pilot Financial 1994 - 1998
ElectriCities of NC 1987 - 1994
J. Lee Peeler & Company 1982 - 1987
Union Commerce Bank 1980 - 1982
Skills
Financial Planning, Portfolio Management, Tax-advantaged..., Investments, Fixed Income Portfolio..., Retirement Planning, Long-term Care, Public Speaking, Investment Strategies, Securities, Finance, Financial Advisory
Education
Duke University - The Fuqua School of Business
MBA
Kenyon College
BA
Terry Kanter's Jefferson Pilot Financial Experience 1998 - 2001
Job Young Living Essential Oils Silver Independent Distributor
Industry Health, Wellness and Fitness
Experience
Sojourner Ministries December 2014 - Present
Young Living Essential Oils May 2013 - Present
CJF Ministries 1990 - November 2014
Ward Agency October 2002 - 2013
Jefferson Pilot Financial 1998 - 2001
Chosen People Ministries 1983 - 1990
Skills
Microsoft Office, QuickBooks, Church Events, Bible teaching, Missions, Organization, Drama, Creative Writing, Proofreading, Administrative..., Editing, Public Speaking, Community Outreach, Event Planning, Theology, Pastoral Care, Religion, Religious Studies, Biblical Studies, Discipleship, Teaching, Administrative..., Nonprofits
Education
California State University-Northridge 1976 — 1979
Bachelor of Arts (B.A.), Humanities
Dallas Theological Seminary 1994 — 1995
Christian Education
Sojourner Ministries December 2014 - Present
Young Living Essential Oils May 2013 - Present
CJF Ministries 1990 - November 2014
Ward Agency October 2002 - 2013
Jefferson Pilot Financial 1998 - 2001
Chosen People Ministries 1983 - 1990
Skills
Microsoft Office, QuickBooks, Church Events, Bible teaching, Missions, Organization, Drama, Creative Writing, Proofreading, Administrative..., Editing, Public Speaking, Community Outreach, Event Planning, Theology, Pastoral Care, Religion, Religious Studies, Biblical Studies, Discipleship, Teaching, Administrative..., Nonprofits
Education
California State University-Northridge 1976 — 1979
Bachelor of Arts (B.A.), Humanities
Dallas Theological Seminary 1994 — 1995
Christian Education
Christine Soper Christine Soper's Jefferson Pilot Financial Experience 2002 - 2004
Job
Industry Financial Services
Experience
Lincoln Financial Group July 2014 - Present
Lincoln Financial Group 2011 - July 2014
Lincoln Financial Group 2010 - 2011
Lincoln Financial Group 2004 - 2010
Jefferson Pilot Financial 2002 - 2004
Jefferson Pilot Financial 1999 - 2002
Jefferson Pilot Financial 1997 - 1999
Carolina Biological Supply Company 1995 - 1997
The Financial Group 1995 - 1995
Allen-Edmonds Shoe Corporation 1992 - 1994
Skills
Leadership, Management, Project Management, Change Management, Strategic Planning, Process Improvement, Vendor Management, Marketing Strategy, Training, Marketing, Program Management, Digital Marketing, Financial Services, Business Strategy, PMO, Relationship Management, Project Portfolio..., SDLC, Market Research, Business Analysis, Portfolio Management, Strategy Implementation, Business Process..., Insurance, Sales, B2B, Cross-functional Team..., Marketing Communications, Corporate Communications, IT Management, Digital Strategy
Education
The George Washington University 2005 — 2008
Master's Certificate
Elon University 1997 — 1999
MBA
Elon University 1992 — 1995
BS
Cornell University ILR School
Cornell University ILR School
Cornell University ILR School
Cornell University ILR School
Cornell University ILR School
Walter Williams
Lincoln Financial Group July 2014 - Present
Lincoln Financial Group 2011 - July 2014
Lincoln Financial Group 2010 - 2011
Lincoln Financial Group 2004 - 2010
Jefferson Pilot Financial 2002 - 2004
Jefferson Pilot Financial 1999 - 2002
Jefferson Pilot Financial 1997 - 1999
Carolina Biological Supply Company 1995 - 1997
The Financial Group 1995 - 1995
Allen-Edmonds Shoe Corporation 1992 - 1994
Skills
Leadership, Management, Project Management, Change Management, Strategic Planning, Process Improvement, Vendor Management, Marketing Strategy, Training, Marketing, Program Management, Digital Marketing, Financial Services, Business Strategy, PMO, Relationship Management, Project Portfolio..., SDLC, Market Research, Business Analysis, Portfolio Management, Strategy Implementation, Business Process..., Insurance, Sales, B2B, Cross-functional Team..., Marketing Communications, Corporate Communications, IT Management, Digital Strategy
Education
The George Washington University 2005 — 2008
Master's Certificate
Elon University 1997 — 1999
MBA
Elon University 1992 — 1995
BS
Cornell University ILR School
Cornell University ILR School
Cornell University ILR School
Cornell University ILR School
Cornell University ILR School
Walter Williams
Eric Gray, MPA Eric Gray, MPA's Jefferson Pilot Financial Experience December 2003 - May 2006
Job Principal
Industry Political Organization
Experience
Eric Gray and Associates, Inc. July 2007 - August 2015
Democratic Party of Georgia January 2010 - May 2013
Jefferson Pilot Financial December 2003 - May 2006
Entercom December 2000 - October 2003
Skills
Media Relations, Speech Writing, Policy Research, Political Campaigns, Public Relations, Public Speaking, Politics, Press Releases, Strategic Communications, Social Media, Event Planning, Non-profits, Editing, Community Outreach, Fundraising, Newsletters, Writing, Strategic Planning, Grant Writing, Marketing, Community Organizing, Facebook, Research, Journalism, Social Media Marketing, Community Development, Creative Writing, Grassroots Organizing, Event Management, Government, New Media, Social Networking, Advertising, Volunteer Management, Marketing Communications, Public Policy, Microsoft Office, Political Communication, Internal Communications, Policy Analysis, Copywriting, Corporate Communications, Blogging, Message Development, Copy Editing, Marketing Strategy, Broadcast, Photography, PowerPoint, Publicity
Education
Georgia State University 2006 — 2008
MPA, Public Administration
The University of Georgia 1991 — 1994
BA, Speech Communications
West Hall High School 1989 — 1992
Eric Gray and Associates, Inc. July 2007 - August 2015
Democratic Party of Georgia January 2010 - May 2013
Jefferson Pilot Financial December 2003 - May 2006
Entercom December 2000 - October 2003
Skills
Media Relations, Speech Writing, Policy Research, Political Campaigns, Public Relations, Public Speaking, Politics, Press Releases, Strategic Communications, Social Media, Event Planning, Non-profits, Editing, Community Outreach, Fundraising, Newsletters, Writing, Strategic Planning, Grant Writing, Marketing, Community Organizing, Facebook, Research, Journalism, Social Media Marketing, Community Development, Creative Writing, Grassroots Organizing, Event Management, Government, New Media, Social Networking, Advertising, Volunteer Management, Marketing Communications, Public Policy, Microsoft Office, Political Communication, Internal Communications, Policy Analysis, Copywriting, Corporate Communications, Blogging, Message Development, Copy Editing, Marketing Strategy, Broadcast, Photography, PowerPoint, Publicity
Education
Georgia State University 2006 — 2008
MPA, Public Administration
The University of Georgia 1991 — 1994
BA, Speech Communications
West Hall High School 1989 — 1992
Sarah Keyes Sarah Keyes's Jefferson Pilot Financial Experience May 2000 - August 2000
Job Trading and Investment Operations Professional
Industry Investment Management
Experience
Bain Capital March 2004 - July 2015
State Street May 2001 - March 2004
Evergreen Investments January 2001 - May 2001
Jefferson Pilot Financial May 2000 - August 2000
Jefferson Pilot Financial May 1999 - August 1999
Skills
Bloomberg, Mutual Funds, Trading, Equities, Investments, Hedge Funds, Fixed Income, Securities, Alternative Investments, Trade Settlements
Education
Boston University 2003 — 2008
Masters, Financial Economics, 3.62
Suffolk University - Sawyer Business School 1998 — 2002
BSBA, Finance, Minor Accounting, 3.5
Bain Capital March 2004 - July 2015
State Street May 2001 - March 2004
Evergreen Investments January 2001 - May 2001
Jefferson Pilot Financial May 2000 - August 2000
Jefferson Pilot Financial May 1999 - August 1999
Skills
Bloomberg, Mutual Funds, Trading, Equities, Investments, Hedge Funds, Fixed Income, Securities, Alternative Investments, Trade Settlements
Education
Boston University 2003 — 2008
Masters, Financial Economics, 3.62
Suffolk University - Sawyer Business School 1998 — 2002
BSBA, Finance, Minor Accounting, 3.5
Donald Jackson's Jefferson Pilot Financial Experience June 1985 - August 1994
Job Specialty Sales Manager at WellPoint
Industry Insurance
Experience
Blue Cross Blue Shield of Georgia/Greater Georgia Life August 1994 - Present
Jefferson Pilot Financial June 1985 - August 1994
Education
Auburn University 1977 — 1982
BS, Public Administration
The Lovett School 1973 — 1977
Blue Cross Blue Shield of Georgia/Greater Georgia Life August 1994 - Present
Jefferson Pilot Financial June 1985 - August 1994
Education
Auburn University 1977 — 1982
BS, Public Administration
The Lovett School 1973 — 1977
Tyler Grant Tyler Grant's Jefferson Pilot Financial Experience January 2000 - July 2001
Job Sales Executive at Oracle
Industry Computer Software
Experience
Oracle October 2014 - Present
MICROS Systems Inc September 2012 - October 2014
ROCKET AMERICA June 2009 - May 2012
Choice Administrators September 2004 - April 2009
Pacific Life July 2001 - September 2004
Jefferson Pilot Financial January 2000 - July 2001
Skills
Market Planning, Marketing Strategy, Microsoft Office, Market Research, Pricing Analysis, Software Solutions, Quickbooks, Building Relationships, Pricing Negotiation, SaaS, POS, Direct Sales, SQL
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts, English Major
St. Paul's School 1991 — 1994
Oracle October 2014 - Present
MICROS Systems Inc September 2012 - October 2014
ROCKET AMERICA June 2009 - May 2012
Choice Administrators September 2004 - April 2009
Pacific Life July 2001 - September 2004
Jefferson Pilot Financial January 2000 - July 2001
Skills
Market Planning, Marketing Strategy, Microsoft Office, Market Research, Pricing Analysis, Software Solutions, Quickbooks, Building Relationships, Pricing Negotiation, SaaS, POS, Direct Sales, SQL
Education
College of the Holy Cross 1994 — 1998
Bachelor of Arts, English Major
St. Paul's School 1991 — 1994
Sheila Sarabia Sheila Sarabia's Jefferson Pilot Financial Experience January 1998 - January 1999
Job Northeast Delta Dental
Industry Insurance
Experience
Northeast Delta Dental May 2015 - Present
Northeast Delta Dental April 2010 - May 2015
Northeast Delta Dental October 2005 - April 2010
Electronic Data Systems January 1999 - January 2001
Jefferson Pilot Financial January 1998 - January 1999
Skills
Customer Service, Team Building, Employee Benefits, Project Planning, Conflict Resolution, Insurance, Regulatory Filings, Federal & State..., Microsoft Word, Training, Lotus Notes, Public Speaking, Microsoft Excel, Data Analysis, Microsoft Office, Research, Benefits Administration, Health Insurance, PowerPoint, Process Improvement, Management
Education
Northeastern University 2014 — 2017
Master's Degree, Health Informatics
Granite State College 1996 — 2005
Bachelor of Science, Business Management
Concord High School 1984 — 1987
General Diploma, General Studies
Northeast Delta Dental May 2015 - Present
Northeast Delta Dental April 2010 - May 2015
Northeast Delta Dental October 2005 - April 2010
Electronic Data Systems January 1999 - January 2001
Jefferson Pilot Financial January 1998 - January 1999
Skills
Customer Service, Team Building, Employee Benefits, Project Planning, Conflict Resolution, Insurance, Regulatory Filings, Federal & State..., Microsoft Word, Training, Lotus Notes, Public Speaking, Microsoft Excel, Data Analysis, Microsoft Office, Research, Benefits Administration, Health Insurance, PowerPoint, Process Improvement, Management
Education
Northeastern University 2014 — 2017
Master's Degree, Health Informatics
Granite State College 1996 — 2005
Bachelor of Science, Business Management
Concord High School 1984 — 1987
General Diploma, General Studies
Sheila Wilkerson Sheila Wilkerson's Jefferson Pilot Financial Experience April 2003 - March 2004
Job Regional Administrative Assistant at CTI Consultants, Inc.
Industry Financial Services
Experience
CTI Consultants, Inc. May 2012 - Present
Fiserv June 2007 - January 2012
Government Service Group May 2007 - June 2007
S. D. Martin Financial Services, Inc. May 2005 - May 2007
First Summit Financial April 2004 - April 2005
Jefferson Pilot Financial April 2003 - March 2004
Jefferson Pilot Financial March 2001 - April 2003
Jefferson Pilot Financial February 2000 - March 2001
Jefferson Pilot Financial June 1998 - February 2000
Skills
Microsoft Office, Lotus Notes, Data Entry, Customer Service, Time Management, Outlook, Excel, PowerPoint, Microsoft Word, Attention To Detail, Attitude, Teamwork, Teaching, Documentation, Organizing, Typing, Administration, Project Management, Quality Assurance, Proofreading, Internet, 10 Key, Office Administration, Office Management, Research, Event Management, Volunteer Management, Creative Writing, Youth Mentoring, Youth Ministry
Education
Guilford Technical Community College 1996 — 1998
Associate of Applied Science Degree, Medical concentration
CTI Consultants, Inc. May 2012 - Present
Fiserv June 2007 - January 2012
Government Service Group May 2007 - June 2007
S. D. Martin Financial Services, Inc. May 2005 - May 2007
First Summit Financial April 2004 - April 2005
Jefferson Pilot Financial April 2003 - March 2004
Jefferson Pilot Financial March 2001 - April 2003
Jefferson Pilot Financial February 2000 - March 2001
Jefferson Pilot Financial June 1998 - February 2000
Skills
Microsoft Office, Lotus Notes, Data Entry, Customer Service, Time Management, Outlook, Excel, PowerPoint, Microsoft Word, Attention To Detail, Attitude, Teamwork, Teaching, Documentation, Organizing, Typing, Administration, Project Management, Quality Assurance, Proofreading, Internet, 10 Key, Office Administration, Office Management, Research, Event Management, Volunteer Management, Creative Writing, Youth Mentoring, Youth Ministry
Education
Guilford Technical Community College 1996 — 1998
Associate of Applied Science Degree, Medical concentration
Linda Badilo Linda Badilo's Jefferson Pilot Financial Experience 1990 - 1992
Job Director, Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2011 - Present
Diversified Investment Advisors to Diversified Partners in Retirement Solutions August 2011 - March 2013
Charles Schwab July 2000 - July 2011
The 401(k) Company July 2000 - July 2011
The 401(k) Company July 1996 - July 2000
Plan Data, Inc. 1992 - 1996
Jefferson Pilot Financial 1990 - 1992
Skills
401k, Retirement Plan..., ERISA, Profit Sharing, Retirement, Defined Benefit, Pensions, Defined Contribution, Qualified Retirement..., Series 63, Retirement Planning, Series 6, Pension Administration, Employee Benefits, Asset Allocation, Mutual Funds
Education
Guilford College 1987 — 1990
BA, Business Administration, minor in Accounting
Transamerica Retirement Solutions August 2011 - Present
Diversified Investment Advisors to Diversified Partners in Retirement Solutions August 2011 - March 2013
Charles Schwab July 2000 - July 2011
The 401(k) Company July 2000 - July 2011
The 401(k) Company July 1996 - July 2000
Plan Data, Inc. 1992 - 1996
Jefferson Pilot Financial 1990 - 1992
Skills
401k, Retirement Plan..., ERISA, Profit Sharing, Retirement, Defined Benefit, Pensions, Defined Contribution, Qualified Retirement..., Series 63, Retirement Planning, Series 6, Pension Administration, Employee Benefits, Asset Allocation, Mutual Funds
Education
Guilford College 1987 — 1990
BA, Business Administration, minor in Accounting
Tracey Banks Coan Tracey Banks Coan's Jefferson Pilot Financial Experience 1998 - 2001
Job Assistant Dean for Academic Engagement at Wake Forest University School of Law
Industry Higher Education
Experience
Wake Forest University School of Law July 2014 - Present
Wake Forest University July 2001 - Present
Jefferson Pilot Financial 1998 - 2001
Brooks, Pierce, McLendon, Humphrey & Leonard, LLP 1996 - 1998
Skills
Teaching, Research, Legal Writing, University Teaching, Student Affairs, Public Speaking, Editing, Higher Education, Student Development, Curriculum Design
Education
Duke Law School 1993 — 1996
Doctor of Law (J.D.)
Stanford University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Wake Forest University School of Law July 2014 - Present
Wake Forest University July 2001 - Present
Jefferson Pilot Financial 1998 - 2001
Brooks, Pierce, McLendon, Humphrey & Leonard, LLP 1996 - 1998
Skills
Teaching, Research, Legal Writing, University Teaching, Student Affairs, Public Speaking, Editing, Higher Education, Student Development, Curriculum Design
Education
Duke Law School 1993 — 1996
Doctor of Law (J.D.)
Stanford University 1984 — 1988
Bachelor of Arts (B.A.), Economics
J. Wesley Wes Sexton, CSP's Jefferson Pilot Financial Experience January 1983 - June 1984
Job Safety Specialist at BMW Manufacturing
Industry Automotive
Experience
BMW Manufacturing September 2011 - Present
Schneider Electric December 2005 - September 2011
Hitachi Electronic Devices April 1991 - December 2005
Hewitt, Coleman & Associates July 1984 - April 1991
Jefferson Pilot Financial January 1983 - June 1984
Harrison International Corp. May 1982 - November 1982
Duke Energy September 1979 - May 1982
Skills
Manufacturing, Occupational Health, ISO 14001, Environmental, Continuous Improvement, OHSAS 18001, Health & Safety..., Environmental Awareness, Management, Safety Management..., Inspection, Lean Manufacturing, Training, EHS, Behavior Based Safety, Industrial Hygiene, Accident Investigation, Ergonomics, Workplace Safety, Construction Safety, Industrial Safety, ISO, Six Sigma, Hazard Recognition, HAZWOPER, Hazard Analysis, Root Cause Analysis, Risk Management, Fire Safety, Safety Training, Incident Investigation, Kaizen, 5S, Engineering, Program Management, Iso 9000, Auditing, Risk Assessment, Environmental..., Supervisory Skills, Safety Engineering, Organizational..., Quality Management, Hazardous Waste..., Toyota Production System, Hazardous Materials, EPA, Industrial Engineering, Value Stream Mapping, Quality System
Education
Clemson University 1987 — 1989
Master, Industrial Education; Human Resource Development
Clemson University 1975 — 1979
BS Degree, Administrative Management; Occupational, Safety & Health
BMW Manufacturing September 2011 - Present
Schneider Electric December 2005 - September 2011
Hitachi Electronic Devices April 1991 - December 2005
Hewitt, Coleman & Associates July 1984 - April 1991
Jefferson Pilot Financial January 1983 - June 1984
Harrison International Corp. May 1982 - November 1982
Duke Energy September 1979 - May 1982
Skills
Manufacturing, Occupational Health, ISO 14001, Environmental, Continuous Improvement, OHSAS 18001, Health & Safety..., Environmental Awareness, Management, Safety Management..., Inspection, Lean Manufacturing, Training, EHS, Behavior Based Safety, Industrial Hygiene, Accident Investigation, Ergonomics, Workplace Safety, Construction Safety, Industrial Safety, ISO, Six Sigma, Hazard Recognition, HAZWOPER, Hazard Analysis, Root Cause Analysis, Risk Management, Fire Safety, Safety Training, Incident Investigation, Kaizen, 5S, Engineering, Program Management, Iso 9000, Auditing, Risk Assessment, Environmental..., Supervisory Skills, Safety Engineering, Organizational..., Quality Management, Hazardous Waste..., Toyota Production System, Hazardous Materials, EPA, Industrial Engineering, Value Stream Mapping, Quality System
Education
Clemson University 1987 — 1989
Master, Industrial Education; Human Resource Development
Clemson University 1975 — 1979
BS Degree, Administrative Management; Occupational, Safety & Health
Daniel Randall Daniel Randall's Jefferson Pilot Financial Experience January 1990 - May 2006
Job Managing Partner The Carolinas Financial Network
Industry Financial Services
Experience
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
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
Thomas P Hewell, Jr. Thomas P Hewell, Jr.'s Jefferson Pilot Financial Experience 1996 - 1999
Job Managing Partner at Brickstone Group, LLC
Industry Insurance
Experience
Brickstone Group, LLC December 2013 - Present
Valley LTC May 2013 - Present
Aviva Life Insurance - NY July 2008 - May 2013
Aviva - NY June 2008 - June 2012
OMFN August 1999 - June 2008
Jefferson Pilot Financial 1996 - 1999
GE Capital Assurance 1996 - 1999
General American 1990 - 1995
Travelers 1980 - 1990
Skills
Life Insurance, Universal Life, Insurance, Variable Annuities, Fixed Annuities, Estate Planning, Retirement, Retirement Planning, Employee Benefits, Sales, Sales&Marketing, Health Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Financial Planning
Education
The American College
MSFS, Financial Services Management
Delaware County Community College
AS - BA, Managment
West Chester University of Pennsylvania
BS - BA, Business Managment
NASD/FINRA
Series 7,24,63
The American College
CLU, ChFC, RHU, LUTCF, FLMI, CSA, Financial Services Certifications
Brickstone Group, LLC December 2013 - Present
Valley LTC May 2013 - Present
Aviva Life Insurance - NY July 2008 - May 2013
Aviva - NY June 2008 - June 2012
OMFN August 1999 - June 2008
Jefferson Pilot Financial 1996 - 1999
GE Capital Assurance 1996 - 1999
General American 1990 - 1995
Travelers 1980 - 1990
Skills
Life Insurance, Universal Life, Insurance, Variable Annuities, Fixed Annuities, Estate Planning, Retirement, Retirement Planning, Employee Benefits, Sales, Sales&Marketing, Health Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Financial Planning
Education
The American College
MSFS, Financial Services Management
Delaware County Community College
AS - BA, Managment
West Chester University of Pennsylvania
BS - BA, Business Managment
NASD/FINRA
Series 7,24,63
The American College
CLU, ChFC, RHU, LUTCF, FLMI, CSA, Financial Services Certifications
Scott Self Scott Self's Jefferson Pilot Financial Experience June 1995 - June 1996
Job Production Scheduler/Purchasing Agent at Southern Finishing Company, Inc.
Industry Furniture
Experience
Southern Finishing Company, Inc. August 2014 - Present
Zenergy Technologies May 2014 - July 2014
City of High Point June 2007 - June 2012
City of High Point June 2004 - June 2007
City of High Point December 1997 - June 2004
AmerisourceBergen June 1996 - October 1997
Jefferson Pilot Financial June 1995 - June 1996
United States Air Force March 1986 - September 1993
Skills
Windows Server, Disaster Recovery, Active Directory, Security, SharePoint, Network Administration, Software Installation, Visio, Military Experience, Wonderware, Foxpro 2.6, Lawson HRIS, Lawson 4GL, CMMS, Keen Listener, Research, Databases, Microsoft Office, Quality Assurance, Sales, Team Building, Process Improvement, Customer Service, Public Speaking, Sales Management, Strategic Planning, New Business Development, Account Management, Project Management, Training
Education
High Point University 1995 — 1997
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Guilford Technical Community College 1993 — 1995
Associate of Science (A.S.), Business Computer Programming
Guilford Technical Community College 1993 — 1995
AS/400 Certificate, Information Technology
Southern Finishing Company, Inc. August 2014 - Present
Zenergy Technologies May 2014 - July 2014
City of High Point June 2007 - June 2012
City of High Point June 2004 - June 2007
City of High Point December 1997 - June 2004
AmerisourceBergen June 1996 - October 1997
Jefferson Pilot Financial June 1995 - June 1996
United States Air Force March 1986 - September 1993
Skills
Windows Server, Disaster Recovery, Active Directory, Security, SharePoint, Network Administration, Software Installation, Visio, Military Experience, Wonderware, Foxpro 2.6, Lawson HRIS, Lawson 4GL, CMMS, Keen Listener, Research, Databases, Microsoft Office, Quality Assurance, Sales, Team Building, Process Improvement, Customer Service, Public Speaking, Sales Management, Strategic Planning, New Business Development, Account Management, Project Management, Training
Education
High Point University 1995 — 1997
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Guilford Technical Community College 1993 — 1995
Associate of Science (A.S.), Business Computer Programming
Guilford Technical Community College 1993 — 1995
AS/400 Certificate, Information Technology
George Foard George Foard's Jefferson Pilot Financial Experience 1981 - 1996
Job Manager, Private Business Training; Manager, Marketing and Sales Training at BlueCross BlueShield of SC
Industry Insurance
Experience
BlueCross BlueShield of SC May 1996 - Present
Jefferson Pilot Financial 1981 - 1996
Skills
Insurance, Health Insurance, Strategic Planning, Team Building, Customer Service, Employee Benefits, Process Improvement, Coaching, Microsoft Office, Team Leadership, Microsoft Excel, Public Speaking, Negotiation, Account Management, New Business Development, Sales, Sales Process, Training and Development, Management, Leadership, Training
Education
Virginia Polytechnic Institute and State University 1973 — 1975
B.A., History, Minor - Political Science
The American College 1983 — 1986
CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant
Ferrum College 1971 — 1973
A.S., Concentration - Political Science
BlueCross BlueShield of SC May 1996 - Present
Jefferson Pilot Financial 1981 - 1996
Skills
Insurance, Health Insurance, Strategic Planning, Team Building, Customer Service, Employee Benefits, Process Improvement, Coaching, Microsoft Office, Team Leadership, Microsoft Excel, Public Speaking, Negotiation, Account Management, New Business Development, Sales, Sales Process, Training and Development, Management, Leadership, Training
Education
Virginia Polytechnic Institute and State University 1973 — 1975
B.A., History, Minor - Political Science
The American College 1983 — 1986
CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant
Ferrum College 1971 — 1973
A.S., Concentration - Political Science
Brenicia Lawrence, ACS, ALMI Brenicia Lawrence, ACS, ALMI's Jefferson Pilot Financial Experience October 2003 - July 2005
Job Learning & Training Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2015 - Present
Lincoln Financial Group June 2014 - February 2015
Lincoln Financial Group July 2012 - June 2014
Lincoln Financial Group March 2011 - July 2012
Lincoln Financial Group July 2005 - March 2011
Jefferson Pilot Financial October 2003 - July 2005
Jefferson Pilot Financial November 2001 - October 2003
Skills
Executive Management, Disability Insurance, Insurance, Call Center, Employee Benefits, Training & Development, Technical Training, Career Pathing, Call Centers, Training, Customer Service, Leadership, Process Improvement, Employee Training, Visio, Team Leadership, Coaching, Life Insurance, Policy, Management, Customer Satisfaction, Financial Services, Leadership Development, Team Building
Education
Liberty University 2012 — 2013
Masters of Human Services, Marriage and Family Counseling
Catawba College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration/ Administration of Justice
Lincoln Financial Group February 2015 - Present
Lincoln Financial Group June 2014 - February 2015
Lincoln Financial Group July 2012 - June 2014
Lincoln Financial Group March 2011 - July 2012
Lincoln Financial Group July 2005 - March 2011
Jefferson Pilot Financial October 2003 - July 2005
Jefferson Pilot Financial November 2001 - October 2003
Skills
Executive Management, Disability Insurance, Insurance, Call Center, Employee Benefits, Training & Development, Technical Training, Career Pathing, Call Centers, Training, Customer Service, Leadership, Process Improvement, Employee Training, Visio, Team Leadership, Coaching, Life Insurance, Policy, Management, Customer Satisfaction, Financial Services, Leadership Development, Team Building
Education
Liberty University 2012 — 2013
Masters of Human Services, Marriage and Family Counseling
Catawba College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration/ Administration of Justice
Peter Ellinwood Peter Ellinwood's Jefferson Pilot Financial Experience September 1997 - November 2001
Job Etail Entrepreneur
Industry Internet
Experience
GreenPoma.com August 2008 - Present
Concord Hospital December 2002 - Present
Fidelity Investments Life Insurance Company November 2001 - June 2008
Jefferson Pilot Financial September 1997 - November 2001
Chubb Life Insurance Company July 1996 - September 1997
Chubb Life Insurance Company November 1994 - July 1996
Manulife Financial September 1989 - November 1994
Education
Gettysburg College 1979 — 1983
B.A., Business Administration
GreenPoma.com August 2008 - Present
Concord Hospital December 2002 - Present
Fidelity Investments Life Insurance Company November 2001 - June 2008
Jefferson Pilot Financial September 1997 - November 2001
Chubb Life Insurance Company July 1996 - September 1997
Chubb Life Insurance Company November 1994 - July 1996
Manulife Financial September 1989 - November 1994
Education
Gettysburg College 1979 — 1983
B.A., Business Administration
Gary Purdue, CLU, CHFC's Jefferson Pilot Financial Experience June 1988 - February 1998
Job Sr. Agency VP at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services May 2013 - Present
Ohio National Financial Services November 1998 - May 2013
jefferson pilot financial June 1988 - February 1998
Shelter Insurance Companies October 1977 - June 1988
Skills
Retirement, Retirement Planning, Life Insurance, Insurance, Term Life Insurance, Variable Annuities, IRAs, Series 6, Mutual Funds, Series 63, Estate Planning, Disability Insurance, 401k, FINRA, Long-term Care, Strategic Financial..., Team Leadership
Education
The American College 1989 — 1992
CLU CHFC
Eastern Illinois University 1968 — 1972
P.E., education
lincoln community High school 1964 — 1968
general
Ohio National Financial Services May 2013 - Present
Ohio National Financial Services November 1998 - May 2013
jefferson pilot financial June 1988 - February 1998
Shelter Insurance Companies October 1977 - June 1988
Skills
Retirement, Retirement Planning, Life Insurance, Insurance, Term Life Insurance, Variable Annuities, IRAs, Series 6, Mutual Funds, Series 63, Estate Planning, Disability Insurance, 401k, FINRA, Long-term Care, Strategic Financial..., Team Leadership
Education
The American College 1989 — 1992
CLU CHFC
Eastern Illinois University 1968 — 1972
P.E., education
lincoln community High school 1964 — 1968
general
Tim Stickney's Jefferson Pilot Financial Experience 2000 - 2006
Job AVP Product Due Diligence at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2011 - Present
TD Bank February 2006 - April 2011
TD Bank February 2006 - November 2008
Jefferson Pilot Financial 2000 - 2006
Skills
Series 7, Compliance, Risk Management, Wealth Management, Asset Management, Due Diligence, Mutual Funds, Asset Managment, Investment Advisory, Investments, Series 24, AML, Financial Services, Securities, FINRA, Insurance, Trading, Banking, Alternative Investments, Management, Series 63, Leadership
Education
Castleton State College 1979 — 1982
Undergraduate, Criminal Justice / Sociology
Lincoln Financial Group June 2011 - Present
TD Bank February 2006 - April 2011
TD Bank February 2006 - November 2008
Jefferson Pilot Financial 2000 - 2006
Skills
Series 7, Compliance, Risk Management, Wealth Management, Asset Management, Due Diligence, Mutual Funds, Asset Managment, Investment Advisory, Investments, Series 24, AML, Financial Services, Securities, FINRA, Insurance, Trading, Banking, Alternative Investments, Management, Series 63, Leadership
Education
Castleton State College 1979 — 1982
Undergraduate, Criminal Justice / Sociology
Diana Palecek Diana Palecek's Jefferson Pilot Financial Experience August 2001 - March 2006
Job Partner at Smith Moore Leatherwood LLP
Industry Law Practice
Experience
Smith Moore Leatherwood LLP June 2007 - Present
Delaware Investment Advisers March 2006 - May 2007
Lincoln Financial Group March 2006 - May 2007
Jefferson Pilot Financial August 2001 - March 2006
Greensboro Pregnancy Care Center 2002 - 2006
Wachovia Bank, N.A. June 1993 - August 2001
Education
Wake Forest University School of Law 1989 — 1992
J.D., Law
Erskine College 1985 — 1989
B.A., English, History, Government
Smith Moore Leatherwood LLP June 2007 - Present
Delaware Investment Advisers March 2006 - May 2007
Lincoln Financial Group March 2006 - May 2007
Jefferson Pilot Financial August 2001 - March 2006
Greensboro Pregnancy Care Center 2002 - 2006
Wachovia Bank, N.A. June 1993 - August 2001
Education
Wake Forest University School of Law 1989 — 1992
J.D., Law
Erskine College 1985 — 1989
B.A., English, History, Government
Kerry Hill Kerry Hill's Jefferson Pilot Financial Experience January 1997 - January 2000
Job District Sales Manager
Industry Business Supplies and Equipment
Experience
Barnes Distribution 2010 - Present
G&K Services January 1999 - May 2010
Junior Chamber January 2001 - January 2003
G&K Services January 2000 - January 2003
Jefferson Pilot Financial January 1997 - January 2000
Tri-City Environmental January 1995 - January 1999
Water Resources International January 1995 - January 1999
UniFirst Corporation 1993 - 1995
Skills
Sales, Cold Calling, Sales Management, Leadership, Management, Coaching, Training, Account Management, Sales Process, B2B, New Business Development, Selling, Direct Sales, Team Building, Sales Operations
Education
East Tennessee State University
Bachelor of Business Administration (B.B.A.)
Barnes Distribution 2010 - Present
G&K Services January 1999 - May 2010
Junior Chamber January 2001 - January 2003
G&K Services January 2000 - January 2003
Jefferson Pilot Financial January 1997 - January 2000
Tri-City Environmental January 1995 - January 1999
Water Resources International January 1995 - January 1999
UniFirst Corporation 1993 - 1995
Skills
Sales, Cold Calling, Sales Management, Leadership, Management, Coaching, Training, Account Management, Sales Process, B2B, New Business Development, Selling, Direct Sales, Team Building, Sales Operations
Education
East Tennessee State University
Bachelor of Business Administration (B.B.A.)
Josie (Essig) Highsmith, CPC's Jefferson Pilot Financial Experience 1996 - 1996
Job Practice Administrator at New Hanover Regional Medical Center
Industry Hospital & Health Care
Experience
New Hanover Regional Medical Center February 2013 - Present
New Hanover Regional Medical Center August 2012 - February 2013
New Hanover Regional Medical Center January 2012 - August 2012
State of North Carolina August 2006 - January 2012
St. Luke's Hospital, 101 Hospital Drive, Columbus, NC 28722 2001 - 2002
Murphy Medical Center, Inc. 1996 - 2001
Crescent PPO, Inc. 1999 - 2000
Jefferson Pilot Financial 1996 - 1996
Coastal Physicians, Inc 1994 - 1996
Healthsource North Carolina, Inc. 1990 - 1994
Skills
Compliance, Managed Care, Contract Negotiation, Insurance, Software Implementation, Technical Training, Revenue Cycle, Physician Recruitment, EMR
Education
Bowling Green State University 1980 — 1984
B.S, Business Administration; Health Care Administration and Management Information Systems
Pitt County Community College 2013 — 2014
Associate's degree (currently enrolled), Health Information Technology
Cape Fear Community College 2010 — 2011
Certificate, Medical Coding
New Hanover Regional Medical Center February 2013 - Present
New Hanover Regional Medical Center August 2012 - February 2013
New Hanover Regional Medical Center January 2012 - August 2012
State of North Carolina August 2006 - January 2012
St. Luke's Hospital, 101 Hospital Drive, Columbus, NC 28722 2001 - 2002
Murphy Medical Center, Inc. 1996 - 2001
Crescent PPO, Inc. 1999 - 2000
Jefferson Pilot Financial 1996 - 1996
Coastal Physicians, Inc 1994 - 1996
Healthsource North Carolina, Inc. 1990 - 1994
Skills
Compliance, Managed Care, Contract Negotiation, Insurance, Software Implementation, Technical Training, Revenue Cycle, Physician Recruitment, EMR
Education
Bowling Green State University 1980 — 1984
B.S, Business Administration; Health Care Administration and Management Information Systems
Pitt County Community College 2013 — 2014
Associate's degree (currently enrolled), Health Information Technology
Cape Fear Community College 2010 — 2011
Certificate, Medical Coding
Mitch Rogers's Jefferson Pilot Financial Experience March 2003 - June 2005
Job Partner, Client Experience Leader at EmPowerHR
Industry Human Resources
Experience
EmPowerHR April 2014 - Present
One Hope United - Bridgeport February 2010 - February 2015
Laurus Strategies June 2005 - November 2014
Jefferson Pilot Financial March 2003 - June 2005
Standard Insurance Company March 2002 - March 2003
Sun Life Financial June 1993 - March 2002
Skills
Employee Benefits, Human Resources, Healthcare, Strategic Planning, Performance Management, Coaching, Team Building, Account Management, Change Management, New Business Development, Social Media, Non-profits, Consulting, HRO, HR Software, Payroll, Nonprofits, Insurance, Entrepreneurship, Mergers & Acquisitions, Fundraising, Executive Management, Organizational..., Analysis, Sales, Management, Leadership Development, Leadership, Recruiting, Management Consulting, Training, Employee Relations, Strategy
Education
Colby College 1988 — 1993
BA, Government
EmPowerHR April 2014 - Present
One Hope United - Bridgeport February 2010 - February 2015
Laurus Strategies June 2005 - November 2014
Jefferson Pilot Financial March 2003 - June 2005
Standard Insurance Company March 2002 - March 2003
Sun Life Financial June 1993 - March 2002
Skills
Employee Benefits, Human Resources, Healthcare, Strategic Planning, Performance Management, Coaching, Team Building, Account Management, Change Management, New Business Development, Social Media, Non-profits, Consulting, HRO, HR Software, Payroll, Nonprofits, Insurance, Entrepreneurship, Mergers & Acquisitions, Fundraising, Executive Management, Organizational..., Analysis, Sales, Management, Leadership Development, Leadership, Recruiting, Management Consulting, Training, Employee Relations, Strategy
Education
Colby College 1988 — 1993
BA, Government
Frank Pirozzi's Jefferson Pilot Financial Experience 1998 - 2002
Job Chief Financial Officer at Verdesian Life Sciences
Industry Biotechnology
Experience
Verdesian Life Sciences February 2013 - Present
Red Hat June 2008 - January 2013
Etigra November 2006 - June 2008
R.H.Donnelley 2003 - 2006
Jefferson Pilot Financial 1998 - 2002
Education
Fordham Gabelli School of Business 1992 — 1996
Pace University - Lubin School of Business 1986 — 1990
BBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
BBA, Finance
Verdesian Life Sciences February 2013 - Present
Red Hat June 2008 - January 2013
Etigra November 2006 - June 2008
R.H.Donnelley 2003 - 2006
Jefferson Pilot Financial 1998 - 2002
Education
Fordham Gabelli School of Business 1992 — 1996
Pace University - Lubin School of Business 1986 — 1990
BBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
BBA, Finance
Elizabeth (Liz) Mace's Jefferson Pilot Financial Experience May 2004 - February 2006
Job Director, Online and Social Media Strategy at Volunteers of America
Industry Online Media
Experience
Volunteers of America July 2008 - Present
Ride Away 2006 - 2008
Jefferson Pilot Financial May 2004 - February 2006
American Express Financial Advisors 2002 - 2004
Skills
Social Media Marketing, Social Media, Social Networking, Budgets, Nonprofits, Marketing, Strategy, Editing, Newsletters, Fundraising, SEM, Email Marketing, Public Relations, Marketing Communications, Online Marketing, Strategic Communications, Press Releases, CMS, Management
Education
Albion College 1993 — 1997
B.A., Political Science
Volunteers of America July 2008 - Present
Ride Away 2006 - 2008
Jefferson Pilot Financial May 2004 - February 2006
American Express Financial Advisors 2002 - 2004
Skills
Social Media Marketing, Social Media, Social Networking, Budgets, Nonprofits, Marketing, Strategy, Editing, Newsletters, Fundraising, SEM, Email Marketing, Public Relations, Marketing Communications, Online Marketing, Strategic Communications, Press Releases, CMS, Management
Education
Albion College 1993 — 1997
B.A., Political Science
Marilyn Culp's Jefferson Pilot Financial Experience 2000 - 2005
Job Seeking Business Opportunities in San Jose, California
Industry Education Management
Experience
Flow Audi/Volkswagen of Greensboro February 2010 - March 2014
E3 Academics, LLC May 2005 - November 2010
Jefferson Pilot Financial 2000 - 2005
Great American Financial Resources 1998 - 2000
United Insurance Company of America 1992 - 1998
Skills
Key Client Relationships, Project Management, Software Project..., Business Analysis, Business Process, Small Business, Administration, Pre-sales, Operations Management, Process Improvement, New Business Development
Education
Concordia University-Wisconsin 1994 — 1996
BA, Management & Communications, 3.89
Flow Audi/Volkswagen of Greensboro February 2010 - March 2014
E3 Academics, LLC May 2005 - November 2010
Jefferson Pilot Financial 2000 - 2005
Great American Financial Resources 1998 - 2000
United Insurance Company of America 1992 - 1998
Skills
Key Client Relationships, Project Management, Software Project..., Business Analysis, Business Process, Small Business, Administration, Pre-sales, Operations Management, Process Improvement, New Business Development
Education
Concordia University-Wisconsin 1994 — 1996
BA, Management & Communications, 3.89
Dr. Tonitta Davis McNeal's Jefferson Pilot Financial Experience November 2002 - June 2004
Job Faculty Chair, Assistant Professor at DeVry University
Industry Higher Education
Experience
DeVry University August 2013 - Present
National College of Business & Technology February 2012 - September 2013
Legal Shield August 2005 - September 2013
University of Phoenix January 2013 - August 2013
Carolinas Healthcare System February 2012 - August 2013
ITT Technical Institute March 2012 - June 2013
Virginia Department of Taxation December 2008 - June 2011
Wachovia, A Wells Fargo Company January 2007 - December 2008
Muzak June 2004 - December 2006
Jefferson Pilot Financial November 2002 - June 2004
Skills
Customer Service, Customer Satisfaction, Problem Solving, Word, Excel, Microsoft Office, Outlook, Customer Relations, PowerPoint, Team Building, Research, Writing, Teamwork, Microsoft Excel, Microsoft Word, Leadership, Organizational..., Change Management, Staff Development, Management, Policy, Community Outreach, Training, Leadership Development, Analysis, Public Speaking, Sales, Editing, Nonprofits, Negotiation, Program Management, Fundraising, Event Planning, Project Management, Coaching, Access, Higher Education, Strategic Planning, Government, Public Relations, Teaching, E-Learning, Social Networking, Team Leadership, Recruiting, Process Scheduler, Budgets, Employee Relations, Data Entry, Executive Management
Education
Colorado Technical University 2008 — 2010
Doctorate, Management
Liberty University 2007 — 2008
Master of Science, Management
University of North Carolina at Greensboro 2002 — 2004
Bachelor of Arts, Communication Studies
Averett College 1998 — 2000
Bachelor of Science, Management
Chatham High 1991 — 1996
DeVry University August 2013 - Present
National College of Business & Technology February 2012 - September 2013
Legal Shield August 2005 - September 2013
University of Phoenix January 2013 - August 2013
Carolinas Healthcare System February 2012 - August 2013
ITT Technical Institute March 2012 - June 2013
Virginia Department of Taxation December 2008 - June 2011
Wachovia, A Wells Fargo Company January 2007 - December 2008
Muzak June 2004 - December 2006
Jefferson Pilot Financial November 2002 - June 2004
Skills
Customer Service, Customer Satisfaction, Problem Solving, Word, Excel, Microsoft Office, Outlook, Customer Relations, PowerPoint, Team Building, Research, Writing, Teamwork, Microsoft Excel, Microsoft Word, Leadership, Organizational..., Change Management, Staff Development, Management, Policy, Community Outreach, Training, Leadership Development, Analysis, Public Speaking, Sales, Editing, Nonprofits, Negotiation, Program Management, Fundraising, Event Planning, Project Management, Coaching, Access, Higher Education, Strategic Planning, Government, Public Relations, Teaching, E-Learning, Social Networking, Team Leadership, Recruiting, Process Scheduler, Budgets, Employee Relations, Data Entry, Executive Management
Education
Colorado Technical University 2008 — 2010
Doctorate, Management
Liberty University 2007 — 2008
Master of Science, Management
University of North Carolina at Greensboro 2002 — 2004
Bachelor of Arts, Communication Studies
Averett College 1998 — 2000
Bachelor of Science, Management
Chatham High 1991 — 1996
F. Wiley Reed's Jefferson Pilot Financial Experience December 1991 - June 1993
Job Lead Portfolio Manager / Senior Equity Analyst at Denver Investments
Industry Investment Management
Experience
Denver Investments October 2012 - Present
Denver Investments January 2000 - Present
Denver Investments September 1998 - September 2012
Denver Investments July 1996 - September 1998
Jefferson Pilot Financial December 1991 - June 1993
Skills
Equity Research, Portfolio Management, Financial Modeling, Industry Analysis, Valuation, Technical Analysis, Competitive Analysis, Investments, Financial Analysis, Alternative Investments, Investment Management, Hedge Funds, Series 7, Mutual Funds, Investment Banking, Equities, Fixed Income, Due Diligence, Equity Valuation, Asset Allocation
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MSIA (MBA), Investments and Securities
Wake Forest University 1987 — 1991
BS, Business
Denver Investments October 2012 - Present
Denver Investments January 2000 - Present
Denver Investments September 1998 - September 2012
Denver Investments July 1996 - September 1998
Jefferson Pilot Financial December 1991 - June 1993
Skills
Equity Research, Portfolio Management, Financial Modeling, Industry Analysis, Valuation, Technical Analysis, Competitive Analysis, Investments, Financial Analysis, Alternative Investments, Investment Management, Hedge Funds, Series 7, Mutual Funds, Investment Banking, Equities, Fixed Income, Due Diligence, Equity Valuation, Asset Allocation
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MSIA (MBA), Investments and Securities
Wake Forest University 1987 — 1991
BS, Business
Corey Girard's Jefferson Pilot Financial Experience August 2005 - October 2006
Job PMP, MBA, CSM | Strategic Project & Program Manager | SCRUMAgile | Technology Development & Leadership | Lean Six Sigma
Industry Information Technology and Services
Experience
Lincoln Financial Group June 2013 - Present
Entropy Technologies December 2010 - Present
Lincoln Financial Group July 2010 - June 2013
Lincoln Financial Group October 2006 - July 2010
Jefferson Pilot Financial August 2005 - October 2006
Clarkson University October 2001 - February 2005
Education
Southern New Hampshire University 2014 — 2016
Master's Degree, Operations and Project Management
Southern New Hampshire University 2009 — 2013
Master of Business Administration (M.B.A.), Global Business Administration
Clarkson University 2000 — 2004
BS, Technical Communications - Computer Science
Lincoln Financial Group June 2013 - Present
Entropy Technologies December 2010 - Present
Lincoln Financial Group July 2010 - June 2013
Lincoln Financial Group October 2006 - July 2010
Jefferson Pilot Financial August 2005 - October 2006
Clarkson University October 2001 - February 2005
Education
Southern New Hampshire University 2014 — 2016
Master's Degree, Operations and Project Management
Southern New Hampshire University 2009 — 2013
Master of Business Administration (M.B.A.), Global Business Administration
Clarkson University 2000 — 2004
BS, Technical Communications - Computer Science
Deborah Michael's Jefferson Pilot Financial Experience January 1996 - October 2001
Job Employee Benefits Consultant
Industry Insurance
Experience
Angus McRae Insurance Brokerage Services, Inc. October 2001 - Present
Jefferson Pilot Financial January 1996 - October 2001
Skills
Employee Benefits, Health Insurance, Training, COBRA, Human Resources, Interviews, Insurance, Affordable Care Act, Life and Disability...
Education
Auburn University 1989 — 1992
Angus McRae Insurance Brokerage Services, Inc. October 2001 - Present
Jefferson Pilot Financial January 1996 - October 2001
Skills
Employee Benefits, Health Insurance, Training, COBRA, Human Resources, Interviews, Insurance, Affordable Care Act, Life and Disability...
Education
Auburn University 1989 — 1992
Melissa Urann Hilley's Jefferson Pilot Financial Experience 2003 - 2005
Job President in Charge of Infant/Toddler Activities & Discipline (OR Stay at Home Mom) at Stay at Home Mom/Writer
Industry Financial Services
Experience
Stay At Home Parent January 2011 - Present
Town of Plymouth, Massachusetts January 2013 - May 2013
crystal food import/ cheezwhse.com February 2010 - December 2010
GSG Leasing August 2009 - January 2010
GSG Leasing August 2007 - August 2009
Graphic Savings Group LLC August 2005 - August 2007
Jefferson Pilot Financial 2003 - 2005
Skills
Marketing, Social Media, Account Management, Social Networking, Business Development, Marketing Communications, Marketing Strategy, Project Management, Microsoft Office, New Business Development
Education
Guilford College 1998 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General; Fine Art & Design
Falmouth Academy 1994 — 1998
High School Diploma
Stay At Home Parent January 2011 - Present
Town of Plymouth, Massachusetts January 2013 - May 2013
crystal food import/ cheezwhse.com February 2010 - December 2010
GSG Leasing August 2009 - January 2010
GSG Leasing August 2007 - August 2009
Graphic Savings Group LLC August 2005 - August 2007
Jefferson Pilot Financial 2003 - 2005
Skills
Marketing, Social Media, Account Management, Social Networking, Business Development, Marketing Communications, Marketing Strategy, Project Management, Microsoft Office, New Business Development
Education
Guilford College 1998 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General; Fine Art & Design
Falmouth Academy 1994 — 1998
High School Diploma
Lus Brown's Jefferson Pilot Financial Experience 1986 - 2006
Job Chief Investment Officer at Southern Farm Bureau
Industry Insurance
Experience
Southern Farm Bureau Life 2006 - Present
Jefferson Pilot Financial 1986 - 2006
Burlington Industries 1981 - 1984
Skills
Financial Modeling, Investments, Financial Analysis, Strategic Planning, Asset Management, Portfolio Management, Risk Management, ALM, Enterprise Risk..., Pensions, Alternative Investments, Asset Allocation, Fixed Annuities, Fixed Income, Insurance, Life Insurance, Management, Strategic Financial..., Underwriting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
Masters, Business Administration
Georgia Institute of Technology 1977 — 1981
BS, ISyE
Southern Farm Bureau Life 2006 - Present
Jefferson Pilot Financial 1986 - 2006
Burlington Industries 1981 - 1984
Skills
Financial Modeling, Investments, Financial Analysis, Strategic Planning, Asset Management, Portfolio Management, Risk Management, ALM, Enterprise Risk..., Pensions, Alternative Investments, Asset Allocation, Fixed Annuities, Fixed Income, Insurance, Life Insurance, Management, Strategic Financial..., Underwriting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
Masters, Business Administration
Georgia Institute of Technology 1977 — 1981
BS, ISyE
Sarka Talmadge's Jefferson Pilot Financial Experience May 1999 - February 2006
Job Applications Engineer at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2006 - Present
Jefferson Pilot Financial May 1999 - February 2006
Guarantee Life Insurance January 1997 - May 1999
Mutual of Omaha August 1995 - January 1997
Skills
Source Control..., Managed File Transfer, Third Party Vendor..., Version Control, Databases, Disaster Recovery, Windows, Business Analysis, Process Improvement, Requirements Analysis, Requirements Gathering, Subversion, Testing, Enterprise Architecture
Education
Creighton University 1985 — 1990
Bachelor of Arts (B.A.), Psychology
Lincoln Financial Group February 2006 - Present
Jefferson Pilot Financial May 1999 - February 2006
Guarantee Life Insurance January 1997 - May 1999
Mutual of Omaha August 1995 - January 1997
Skills
Source Control..., Managed File Transfer, Third Party Vendor..., Version Control, Databases, Disaster Recovery, Windows, Business Analysis, Process Improvement, Requirements Analysis, Requirements Gathering, Subversion, Testing, Enterprise Architecture
Education
Creighton University 1985 — 1990
Bachelor of Arts (B.A.), Psychology
Jim Tillery's Jefferson Pilot Financial Experience 2005 - 2006
Job IT Manager Enterprise Workflow (AWD) at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group January 2012 - Present
Lincoln Financial Group June 2010 - January 2012
Lincoln Financial Group April 2006 - September 2010
Jefferson Pilot Financial 2005 - 2006
Skills
SDLC, Vendor Management, Business Analysis, SQL, Project Management, Requirements Gathering, Visio, Requirements Analysis, ERP, Software Project..., Business Process..., Program Management, Process Improvement, Leadership, SharePoint, Management
Education
High Point University 1998 — 2005
Bishop McGuinness
Lincoln Financial Group January 2012 - Present
Lincoln Financial Group June 2010 - January 2012
Lincoln Financial Group April 2006 - September 2010
Jefferson Pilot Financial 2005 - 2006
Skills
SDLC, Vendor Management, Business Analysis, SQL, Project Management, Requirements Gathering, Visio, Requirements Analysis, ERP, Software Project..., Business Process..., Program Management, Process Improvement, Leadership, SharePoint, Management
Education
High Point University 1998 — 2005
Bishop McGuinness
Michael Kidd's Jefferson Pilot Financial Experience March 2003 - November 2005
Job Program Manager at Berkley Technology Services
Industry Insurance
Experience
Berkley Technology Services October 2012 - Present
City of Dallas Center Iowa January 2009 - Present
Berkley Technology Services January 2008 - October 2012
Nationwide November 2005 - November 2007
Allied Insurance 2005 - 2007
Jefferson Pilot Financial March 2003 - November 2005
ICAN 2003 - 2004
Marsh May 1997 - March 2003
CDS 1994 - 1997
Skills
Call Center, Management, Insurance, Analysis, Business Analysis, Budgets, Claim, Requirements Analysis, Software Documentation, PMP, SDLC, Visio, Project Delivery, Business Process, Disaster Recovery, Call Centers, Team Leadership, Training, Underwriting, Vendor Management
Education
Drake University 1996 — 1998
MBA, Business
Iowa State University 1988 — 1993
BS, Industrial Engineering
Kennedy High School
Berkley Technology Services October 2012 - Present
City of Dallas Center Iowa January 2009 - Present
Berkley Technology Services January 2008 - October 2012
Nationwide November 2005 - November 2007
Allied Insurance 2005 - 2007
Jefferson Pilot Financial March 2003 - November 2005
ICAN 2003 - 2004
Marsh May 1997 - March 2003
CDS 1994 - 1997
Skills
Call Center, Management, Insurance, Analysis, Business Analysis, Budgets, Claim, Requirements Analysis, Software Documentation, PMP, SDLC, Visio, Project Delivery, Business Process, Disaster Recovery, Call Centers, Team Leadership, Training, Underwriting, Vendor Management
Education
Drake University 1996 — 1998
MBA, Business
Iowa State University 1988 — 1993
BS, Industrial Engineering
Kennedy High School
Ron Angarella's Jefferson Pilot Financial Experience May 1996 - July 2006
Job President at RD Marketing Group
Industry Financial Services
Experience
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
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
Leisa Futo's Jefferson Pilot Financial Experience 2002 - 2004
Job Underwriting Manager at Milliman
Industry Insurance
Experience
Milliman January 2010 - March 2012
Milliman August 2006 - January 2010
Jefferson Pilot Financial 2002 - 2004
Skills
Insurance, Underwriting, Life Insurance, Health Insurance
Education
University of Nebraska at Omaha 1987 — 1998
Master of Business Administration (MBA), Business Administration, Management and Operations
Creighton University
Bachelor of Arts (B.A.), Psychology
Milliman January 2010 - March 2012
Milliman August 2006 - January 2010
Jefferson Pilot Financial 2002 - 2004
Skills
Insurance, Underwriting, Life Insurance, Health Insurance
Education
University of Nebraska at Omaha 1987 — 1998
Master of Business Administration (MBA), Business Administration, Management and Operations
Creighton University
Bachelor of Arts (B.A.), Psychology
Charles Purdie's Jefferson Pilot Financial Experience January 2004 - December 2004
Job Account Manager
Industry Business Supplies and Equipment
Experience
Coeco Office Systems August 2009 - Present
Wachovia Securities Financial Network March 2006 - August 2009
Jefferson Pilot Financial January 2004 - December 2004
Skills
Investment Advisory, New Business Development, Direct Sales, Account Management, B2B, Sales Operations, Sales, Selling, Marketing, Sales Process, Solution Selling, Sales Management, Training, Investments, Customer Service, Cold Calling, Team Building, Strategic Planning, Sales Presentations, Public Speaking, Negotiation, Leadership, Recruiting, Microsoft Office
Education
Appalachian State University 1988 — 1994
Business Management and Hopitality Management, Business Management
Coeco Office Systems August 2009 - Present
Wachovia Securities Financial Network March 2006 - August 2009
Jefferson Pilot Financial January 2004 - December 2004
Skills
Investment Advisory, New Business Development, Direct Sales, Account Management, B2B, Sales Operations, Sales, Selling, Marketing, Sales Process, Solution Selling, Sales Management, Training, Investments, Customer Service, Cold Calling, Team Building, Strategic Planning, Sales Presentations, Public Speaking, Negotiation, Leadership, Recruiting, Microsoft Office
Education
Appalachian State University 1988 — 1994
Business Management and Hopitality Management, Business Management
Judith Brandon, MSPM's Jefferson Pilot Financial Experience November 2002 - July 2004
Job Analyst and project manager with 8+ years of experience in training and development, human resources and compliance
Industry Financial Services
Experience
Primerica Financial Services May 2009 - July 2012
Market America April 2005 - July 2007
Jefferson Pilot Financial November 2002 - July 2004
Allianz Colseguros April 1999 - May 2001
Skills
Training, Process Improvement, Leadership, Project Management, Spanish, MS Project, Management, Program Management, Microsoft Office, Business Development, Project Planning, Cross-functional Team..., Marketing, Microsoft Project, Public Speaking, Social Networking
Education
Boston University 2006 — 2008
Master of Science (M.S.), Project Management
Escuela de Administración de Negocios 1992 — 1998
Bachelor of Science (B.S.), Business Administration
Primerica Financial Services May 2009 - July 2012
Market America April 2005 - July 2007
Jefferson Pilot Financial November 2002 - July 2004
Allianz Colseguros April 1999 - May 2001
Skills
Training, Process Improvement, Leadership, Project Management, Spanish, MS Project, Management, Program Management, Microsoft Office, Business Development, Project Planning, Cross-functional Team..., Marketing, Microsoft Project, Public Speaking, Social Networking
Education
Boston University 2006 — 2008
Master of Science (M.S.), Project Management
Escuela de Administración de Negocios 1992 — 1998
Bachelor of Science (B.S.), Business Administration
Sharon Lycans's Jefferson Pilot Financial Experience May 2001 - February 2004
Job Project Manager at BE Aerospace
Industry Aviation & Aerospace
Experience
BE Aerospace January 2012 - Present
B/E Aerospace 2007 - Present
B/E Aerospace 2004 - 2007
Jefferson Pilot Financial May 2001 - February 2004
Skills
PMP, Project Planning, Analysis, Proposal Writing, Primavera P6, Recruiting, Security, Program Management, Aerospace, Process Improvement, Cross-functional Team..., Earned Value Management, Banking, Microsoft Project, ERP, Workshop Facilitation, MS Project, Operations Management, Management, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
MBA, Strategy and Leadership
High Point University 1992 — 1995
BS, Business Administration and Economics
BE Aerospace January 2012 - Present
B/E Aerospace 2007 - Present
B/E Aerospace 2004 - 2007
Jefferson Pilot Financial May 2001 - February 2004
Skills
PMP, Project Planning, Analysis, Proposal Writing, Primavera P6, Recruiting, Security, Program Management, Aerospace, Process Improvement, Cross-functional Team..., Earned Value Management, Banking, Microsoft Project, ERP, Workshop Facilitation, MS Project, Operations Management, Management, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
MBA, Strategy and Leadership
High Point University 1992 — 1995
BS, Business Administration and Economics
Bill Stutts, CFA's Jefferson Pilot Financial Experience April 2000 - December 2005
Job VP / Investments at Unum Group
Industry Investment Management
Experience
Unum Group January 2006 - Present
Jefferson Pilot Financial April 2000 - December 2005
Education
Florida State University - College of Business 1986 — 1987
MBA
Mississippi State University 1982 — 1985
BS, Business
Unum Group January 2006 - Present
Jefferson Pilot Financial April 2000 - December 2005
Education
Florida State University - College of Business 1986 — 1987
MBA
Mississippi State University 1982 — 1985
BS, Business
Nancy Hanson's Jefferson Pilot Financial Experience September 1997 - December 1998
Job Assistant Vice President, Field Operations & New Business at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage March 2015 - Present
Highland Capital Brokerage May 2003 - Present
LIMRA January 1999 - July 2002
Jefferson Pilot Financial September 1997 - December 1998
Sunset Life Insurance Company January 1994 - September 1997
Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Mutual Funds, Process Improvement, Health Insurance, Term Life Insurance, Wealth Management, Estate Planning, Strategic Planning, Account Management, Retirement, 401k, General Insurance, Variable Annuities, Team Building, Financial Services, Long Term Care Insurance, Analysis, IRAs, Employee Benefits, Brokers, Risk Management, Financial Planners, Investments, Series 63, Universal Life
Education
Centralia College 1985 — 1988
Emmaus Bible College 1969 — 1972
Highland Capital Brokerage March 2015 - Present
Highland Capital Brokerage May 2003 - Present
LIMRA January 1999 - July 2002
Jefferson Pilot Financial September 1997 - December 1998
Sunset Life Insurance Company January 1994 - September 1997
Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Mutual Funds, Process Improvement, Health Insurance, Term Life Insurance, Wealth Management, Estate Planning, Strategic Planning, Account Management, Retirement, 401k, General Insurance, Variable Annuities, Team Building, Financial Services, Long Term Care Insurance, Analysis, IRAs, Employee Benefits, Brokers, Risk Management, Financial Planners, Investments, Series 63, Universal Life
Education
Centralia College 1985 — 1988
Emmaus Bible College 1969 — 1972
Alison Power, FALU, FLMI, ACS's Jefferson Pilot Financial Experience December 2003 - August 2005
Job Underwriting Consultant at Legal & General America
Industry Insurance
Experience
Legal & General America May 2012 - Present
Hartford LIfe August 2005 - May 2012
Jefferson Pilot Financial December 2003 - August 2005
Hartford LIfe June 1996 - December 2003
Skills
Underwriting, Life Insurance, Insurance, Term Life Insurance, Reinsurance, Disability Insurance, Universal Life, Brokers
Education
Franklin Pierce College 2004 — 2006
BS, Finance
Legal & General America May 2012 - Present
Hartford LIfe August 2005 - May 2012
Jefferson Pilot Financial December 2003 - August 2005
Hartford LIfe June 1996 - December 2003
Skills
Underwriting, Life Insurance, Insurance, Term Life Insurance, Reinsurance, Disability Insurance, Universal Life, Brokers
Education
Franklin Pierce College 2004 — 2006
BS, Finance
John Lomas's Jefferson Pilot Financial Experience July 1992 - June 1998
Job Technical Services Lead at Molina Health Care, Inc
Industry Information Technology and Services
Experience
Molina Health Care, Inc December 2013 - Present
Xerox State Health Care, LLC January 2011 - December 2013
Wright Express June 2004 - March 2011
Unifirst Corporation September 2001 - May 2002
The Hanover Insurance Group September 1998 - March 2001
Jefferson Pilot Financial July 1992 - June 1998
Skills
Control-M, Mainframe, Troubleshooting, MVS
Education
Capella University 2004 — 2009
N/A, Information Technology
Molina Health Care, Inc December 2013 - Present
Xerox State Health Care, LLC January 2011 - December 2013
Wright Express June 2004 - March 2011
Unifirst Corporation September 2001 - May 2002
The Hanover Insurance Group September 1998 - March 2001
Jefferson Pilot Financial July 1992 - June 1998
Skills
Control-M, Mainframe, Troubleshooting, MVS
Education
Capella University 2004 — 2009
N/A, Information Technology
Carolyn Egan's Jefferson Pilot Financial Experience May 1999 - April 2000
Job Nursing Education Coordinator at NH Hospital
Industry Hospital & Health Care
Experience
NH Hospital April 2000 - Present
Jefferson Pilot Financial May 1999 - April 2000
Education
University of Phoenix 2001 — 2003
MSN, Nursing
Franklin Pierce University 1997 — 1999
BS, Computer Information Systems
NH Hospital School of Nursing 1966 — 1969
RN, Nursing
NH Hospital April 2000 - Present
Jefferson Pilot Financial May 1999 - April 2000
Education
University of Phoenix 2001 — 2003
MSN, Nursing
Franklin Pierce University 1997 — 1999
BS, Computer Information Systems
NH Hospital School of Nursing 1966 — 1969
RN, Nursing
Carolyn Egan's Jefferson Pilot Financial Experience 1999 - 2000
Job Nursing Education Coordinator at New Hampshire Hospital
Industry Hospital & Health Care
Experience
New Hampshire Hospital (State of NH) April 2000 - Present
Jefferson Pilot Financial 1999 - 2000
Education
University of Phoenix 2001 — 2003
MSN, Nursing
Franklin Pierce University 1995 — 1999
BS, Computer Information Systems
Nursing (NH State Hospital School of Nursing) 1966 — 1969
RN, Nursing
New Hampshire Hospital (State of NH) April 2000 - Present
Jefferson Pilot Financial 1999 - 2000
Education
University of Phoenix 2001 — 2003
MSN, Nursing
Franklin Pierce University 1995 — 1999
BS, Computer Information Systems
Nursing (NH State Hospital School of Nursing) 1966 — 1969
RN, Nursing
Deborah Plummer's Jefferson Pilot Financial Experience November 2000 - October 2006
Job Paralegal at Henson & Talley
Industry Legal Services
Experience
Henson & Talley, LLP February 2014 - Present
Wake Forest Baptist Health August 2011 - January 2014
Quintero Deposition January 2010 - August 2011
Lincolnd Financial Group November 2000 - April 2009
Lincoln Financial Group 2000 - 2009
Moses Cone Health System October 2003 - September 2008
Jefferson Pilot Financial November 2000 - October 2006
Guardian Care of RR October 1997 - October 2000
Halifax Eye Center February 1995 - October 1997
Skills
Customer Service, Invoicing, Data Entry, Hospitals, Microsoft Office, Medical Records, HIPAA, Outlook, Telephone Skills, Legal Writing
Education
Guilford Technical Community College 2009 — 2010
Associates, Paralegal Studies
Halifax Community College 1992 — 1994
Medical Office Technology
Roanoke Rapids High School 1978 — 1982
Henson & Talley, LLP February 2014 - Present
Wake Forest Baptist Health August 2011 - January 2014
Quintero Deposition January 2010 - August 2011
Lincolnd Financial Group November 2000 - April 2009
Lincoln Financial Group 2000 - 2009
Moses Cone Health System October 2003 - September 2008
Jefferson Pilot Financial November 2000 - October 2006
Guardian Care of RR October 1997 - October 2000
Halifax Eye Center February 1995 - October 1997
Skills
Customer Service, Invoicing, Data Entry, Hospitals, Microsoft Office, Medical Records, HIPAA, Outlook, Telephone Skills, Legal Writing
Education
Guilford Technical Community College 2009 — 2010
Associates, Paralegal Studies
Halifax Community College 1992 — 1994
Medical Office Technology
Roanoke Rapids High School 1978 — 1982
Myra Ricceri, PMP, SSGB, PCMH-CCE, FLMI, ACS's Jefferson Pilot Financial Experience January 2000 - October 2004
Job Business Development Strategist
Industry Health, Wellness and Fitness
Experience
CHI Health October 2004 - Present
Catholic Health Initiatives October 2013 - May 2015
Alegent Health 2004 - October 2013
Jefferson Pilot Financial January 2000 - October 2004
Mutual of Omaha 1978 - 1996
Skills
Change Management, Strategic Planning, Process Improvement, Six Sigma, Metrics, Budgeting, Customer Service, Healthcare, Cross-functional Team..., Team Building, Planning, Coordination, Healthcare Information..., Budgets, Healthcare Management, Project Management, Hospitals, Vendor Management, Software Documentation, Training, Operations Management, Business Analysis, Visio, Management, Project Planning
Education
Hastings College 1975 — 1979
Bachelor's degree, Business Administration and Management, General
Hastings College 1975 — 1978
Bachelor's, Business Administration
CHI Health October 2004 - Present
Catholic Health Initiatives October 2013 - May 2015
Alegent Health 2004 - October 2013
Jefferson Pilot Financial January 2000 - October 2004
Mutual of Omaha 1978 - 1996
Skills
Change Management, Strategic Planning, Process Improvement, Six Sigma, Metrics, Budgeting, Customer Service, Healthcare, Cross-functional Team..., Team Building, Planning, Coordination, Healthcare Information..., Budgets, Healthcare Management, Project Management, Hospitals, Vendor Management, Software Documentation, Training, Operations Management, Business Analysis, Visio, Management, Project Planning
Education
Hastings College 1975 — 1979
Bachelor's degree, Business Administration and Management, General
Hastings College 1975 — 1978
Bachelor's, Business Administration
LeMona Foster's Jefferson Pilot Financial Experience 1997 - 2000
Job Customer Coordinator at Schumacher Homes Of North Carolina
Industry Construction
Experience
Schumacher Homes Of North Carolina September 2013 - Present
BLE Human Capital Consulting, LLC June 2013 - Present
Applied Copier Concepts June 2007 - March 2013
City of Greensboro 2010 - 2011
Compass Financial Partners, LLC June 2006 - April 2007
Right Choice Mortgage September 2005 - October 2006
Oakwood Acceptance Corp 2001 - 2003
Jefferson Pilot Financial 1997 - 2000
Congressman Mike Lowry 1986 - 1987
Skills
Customer Service, Microsoft Excel, Public Speaking, Process Improvement, Document Management, Account Management, Outlook, Negotiation, Management, Marketing, Team Building, Government, CRM, Sales Operations, Leadership, Microsoft Office, Strategic Planning, Training
Education
High Point University 2006 — 2010
B.A., Human Relations, Private Business-Oriented
Guilford College 2004 — 2006
Psychology
McKinley Technical Senior High School 1986 — 1987
Schumacher Homes Of North Carolina September 2013 - Present
BLE Human Capital Consulting, LLC June 2013 - Present
Applied Copier Concepts June 2007 - March 2013
City of Greensboro 2010 - 2011
Compass Financial Partners, LLC June 2006 - April 2007
Right Choice Mortgage September 2005 - October 2006
Oakwood Acceptance Corp 2001 - 2003
Jefferson Pilot Financial 1997 - 2000
Congressman Mike Lowry 1986 - 1987
Skills
Customer Service, Microsoft Excel, Public Speaking, Process Improvement, Document Management, Account Management, Outlook, Negotiation, Management, Marketing, Team Building, Government, CRM, Sales Operations, Leadership, Microsoft Office, Strategic Planning, Training
Education
High Point University 2006 — 2010
B.A., Human Relations, Private Business-Oriented
Guilford College 2004 — 2006
Psychology
McKinley Technical Senior High School 1986 — 1987
Sandra Alston's Jefferson Pilot Financial Experience February 1984 - April 1997
Job Team Lead/ Rapid Resolution at UHC
Industry Insurance
Experience
UHC June 2000 - Present
UHC June 2000 - Present
Jefferson Pilot Financial February 1984 - April 1997
Skills
Insurance, Medicare, Employee Benefits, Claim, Managed Care, Call Centers, Process Improvement, Underwriting, Customer Service, HIPAA, Medicaid
Education
Central Carolina Community College
yes
UHC June 2000 - Present
UHC June 2000 - Present
Jefferson Pilot Financial February 1984 - April 1997
Skills
Insurance, Medicare, Employee Benefits, Claim, Managed Care, Call Centers, Process Improvement, Underwriting, Customer Service, HIPAA, Medicaid
Education
Central Carolina Community College
yes
Katie Meisky Turner's Jefferson Pilot Financial Experience 2002 - 2003
Job Accountant at Melissa A Hartman, CPA
Industry Accounting
Experience
Melissa A Hartman, CPA February 2013 - Present
Dixon Hughes Goodman LLP 2003 - 2005
Jefferson Pilot Financial 2002 - 2003
McGladrey & Pullen 2000 - 2002
Skills
Accounting, Tax, Tax Accounting, Financial Reporting, Tax Research, Tax Returns, Federal Tax, Cash Flow, Corporate Tax, SEC filings, Financial Accounting, Customer Service, QuickBooks, Marketing
Education
University of North Carolina at Chapel Hill 1999 — 2000
MAC, Accounting
Davidson College 1993 — 1997
BS, Biology
Melissa A Hartman, CPA February 2013 - Present
Dixon Hughes Goodman LLP 2003 - 2005
Jefferson Pilot Financial 2002 - 2003
McGladrey & Pullen 2000 - 2002
Skills
Accounting, Tax, Tax Accounting, Financial Reporting, Tax Research, Tax Returns, Federal Tax, Cash Flow, Corporate Tax, SEC filings, Financial Accounting, Customer Service, QuickBooks, Marketing
Education
University of North Carolina at Chapel Hill 1999 — 2000
MAC, Accounting
Davidson College 1993 — 1997
BS, Biology
Janet Weiss's Jefferson Pilot Financial Experience April 1992 - June 1998
Job QA Engineer at Litle & Co.
Industry Banking
Experience
Litle & Co. August 2013 - Present
JPMorgan Chase February 1999 - July 2013
Jefferson Pilot Financial April 1992 - June 1998
Chubb Insurance 1992 - 1998
KEANE 1986 - 1992
Skills
Software Quality..., Debugging Code, SQL, COBOLII, Training teammates on..., some JAVA & SHELL, Business Analysis, System Testing, SDLC, Test Planning, Software Documentation, Quality Assurance, Testing, Visio, Microsoft SQL Server, CICS, Test Cases, Black Box Testing, DB2, Requirements Analysis, OOP, User Acceptance Testing, Business Requirements, Test Strategy, Quality Center, Regression Testing, Databases, Scrum, Analysis, SharePoint, Requirements Gathering, Software Project..., Program Management, Integration, Unix
Education
American InterContinental University 2008 — 2009
Master's degree, Information Technology with PM concentration, 4.0
Gordon College 1978 — 1982
Bachelor of Arts (B.A.), Mathematics with Concentration in Computers and Business, B
Litle & Co. August 2013 - Present
JPMorgan Chase February 1999 - July 2013
Jefferson Pilot Financial April 1992 - June 1998
Chubb Insurance 1992 - 1998
KEANE 1986 - 1992
Skills
Software Quality..., Debugging Code, SQL, COBOLII, Training teammates on..., some JAVA & SHELL, Business Analysis, System Testing, SDLC, Test Planning, Software Documentation, Quality Assurance, Testing, Visio, Microsoft SQL Server, CICS, Test Cases, Black Box Testing, DB2, Requirements Analysis, OOP, User Acceptance Testing, Business Requirements, Test Strategy, Quality Center, Regression Testing, Databases, Scrum, Analysis, SharePoint, Requirements Gathering, Software Project..., Program Management, Integration, Unix
Education
American InterContinental University 2008 — 2009
Master's degree, Information Technology with PM concentration, 4.0
Gordon College 1978 — 1982
Bachelor of Arts (B.A.), Mathematics with Concentration in Computers and Business, B
Eugenia Wallace's Jefferson Pilot Financial Experience May 2000 - January 2002
Job Previous Senior Premium Auditor Currently Stay At Home Mom
Industry Insurance
Experience
Not applicable at this time November 2009 - Present
Liberty Mutual August 2002 - November 2009
Jefferson Pilot Financial May 2000 - January 2002
Deloitte September 1998 - April 2000
Education
Greensboro College 1994 — 1998
Bachelor of Science (B.S.), Accounting
Not applicable at this time November 2009 - Present
Liberty Mutual August 2002 - November 2009
Jefferson Pilot Financial May 2000 - January 2002
Deloitte September 1998 - April 2000
Education
Greensboro College 1994 — 1998
Bachelor of Science (B.S.), Accounting
Kristie Sessoms's Jefferson Pilot Financial Experience November 2004 - September 2005
Job Individual & Family Services Professional, Photographer
Industry Individual & Family Services
Experience
Moses Cone Health System February 2008 - April 2009
Moses Cone Health System May 2006 - March 2007
Jefferson Pilot Financial November 2004 - September 2005
Baptist State Convention of NC January 1999 - July 2003
Education
Campbell University 2000 — 2003
Masters, Counselling and Chaplaincy
Wingate University 1992 — 1996
B.S., Human Services
Baptist Theological Seminary at Richmond
Moses Cone Health System February 2008 - April 2009
Moses Cone Health System May 2006 - March 2007
Jefferson Pilot Financial November 2004 - September 2005
Baptist State Convention of NC January 1999 - July 2003
Education
Campbell University 2000 — 2003
Masters, Counselling and Chaplaincy
Wingate University 1992 — 1996
B.S., Human Services
Baptist Theological Seminary at Richmond
Becky Eakle's Jefferson Pilot Financial Experience 2004 - 2008
Job Sales Rep at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group September 2009 - Present
Lincoln Financial Group 2008 - 2009
Jefferson Pilot Financial 2004 - 2008
Skills
Disability Insurance, Insurance, Life Insurance, Employee Benefits, Term Life Insurance, Fixed Annuities, Health Insurance, Underwriting, Long-term Care, Retirement Planning, Group Insurance, Sales, Customer Service, Salesforce.com, Financial Services, Brokers, Whole Life
Education
University of West Florida 1998 — 2002
Bachelor's degree, Organizational Communication, General, GPA 3.75
Belmont University 1997 — 1998
North Stafford High School 1994 — 1997
Lincoln Financial Group September 2009 - Present
Lincoln Financial Group 2008 - 2009
Jefferson Pilot Financial 2004 - 2008
Skills
Disability Insurance, Insurance, Life Insurance, Employee Benefits, Term Life Insurance, Fixed Annuities, Health Insurance, Underwriting, Long-term Care, Retirement Planning, Group Insurance, Sales, Customer Service, Salesforce.com, Financial Services, Brokers, Whole Life
Education
University of West Florida 1998 — 2002
Bachelor's degree, Organizational Communication, General, GPA 3.75
Belmont University 1997 — 1998
North Stafford High School 1994 — 1997
Douglas Wahlenmayer CFP, ChFC, CLU's Jefferson Pilot Financial Experience January 2000 - May 2003
Job Regional Sales Manager at The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company August 2015 - Present
RBS Citizens Financial Group September 2013 - August 2015
PNC Investments August 2009 - July 2013
First Commonwealth Bank October 2008 - July 2009
Transamerica May 2003 - October 2008
Jefferson Pilot Financial January 2000 - May 2003
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Financial Services, Investments, Presentations, Sales Presentations, College Education..., Identifying Client Needs, Life Insurance, Long Term Care Insurance, Finance, Financial Planning, Financial Advisory, Wealth Management, Portfolio Management, Banking, Fixed Annuities, Relationship Management, Retirement, Mutual Funds, Management
Education
Grove City College 1988 — 1992
BA, Business, Economics
Grove City College 1988 — 1992
Bachelor's degree, Business Administration and Management, General
The Huntington Investment Company August 2015 - Present
RBS Citizens Financial Group September 2013 - August 2015
PNC Investments August 2009 - July 2013
First Commonwealth Bank October 2008 - July 2009
Transamerica May 2003 - October 2008
Jefferson Pilot Financial January 2000 - May 2003
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Financial Services, Investments, Presentations, Sales Presentations, College Education..., Identifying Client Needs, Life Insurance, Long Term Care Insurance, Finance, Financial Planning, Financial Advisory, Wealth Management, Portfolio Management, Banking, Fixed Annuities, Relationship Management, Retirement, Mutual Funds, Management
Education
Grove City College 1988 — 1992
BA, Business, Economics
Grove City College 1988 — 1992
Bachelor's degree, Business Administration and Management, General
LaVerne Johnson, MBA's Jefferson Pilot Financial Experience June 1989 - December 1998
Job Accomplished Business Professional/Educator/
Industry Financial Services
Experience
Measurement Incorporated April 2015 - July 2015
First Presbyterian Church jobs 2011 - 2014
First Presbyterian Church jobs 2011 - 2014
First Presbyterian Church jobs 2011 - 2014
United Guaranty Corporation 2010 - November 2013
Lincoln Financial Group April 1993 - January 2011
Jefferson Pilot Financial June 1989 - December 1998
Skills
Customer Service, Microsoft Excel, Process Improvement, Employee Benefits, Time Management, Teamwork, Strategic Planning, Leadership, Management, Outlook, Risk Management, Public Speaking, Marketing Research, Qualitative Research, Customer Satisfaction, Qualitative, Invoicing, Policy, Access, Banking, Leadership Development, Customer Experience, Training, Microsoft Office, Team Building, Coaching, PowerPoint, Microsoft Word, Analysis
Education
Walden University 2011 — 2015
Doctoral Student, DBA - Leadership
Strayer University 2009 — 2011
Masters, Business Management
Guilford College 2004 — 2009
BS, Business Management
Guilford College 2004 — 2009
BS, Business Management
Measurement Incorporated April 2015 - July 2015
First Presbyterian Church jobs 2011 - 2014
First Presbyterian Church jobs 2011 - 2014
First Presbyterian Church jobs 2011 - 2014
United Guaranty Corporation 2010 - November 2013
Lincoln Financial Group April 1993 - January 2011
Jefferson Pilot Financial June 1989 - December 1998
Skills
Customer Service, Microsoft Excel, Process Improvement, Employee Benefits, Time Management, Teamwork, Strategic Planning, Leadership, Management, Outlook, Risk Management, Public Speaking, Marketing Research, Qualitative Research, Customer Satisfaction, Qualitative, Invoicing, Policy, Access, Banking, Leadership Development, Customer Experience, Training, Microsoft Office, Team Building, Coaching, PowerPoint, Microsoft Word, Analysis
Education
Walden University 2011 — 2015
Doctoral Student, DBA - Leadership
Strayer University 2009 — 2011
Masters, Business Management
Guilford College 2004 — 2009
BS, Business Management
Guilford College 2004 — 2009
BS, Business Management
Jay Surles's Jefferson Pilot Financial Experience May 1993 - August 2005
Job Hospice Administrator
Industry Hospital & Health Care
Experience
PruittHealth June 2015 - Present
Farm Bureau Insurance August 2005 - June 2015
Jefferson Pilot Financial May 1993 - August 2005
Skills
Insurance, Property & Casualty..., Commercial Insurance, Casualty, Term Life Insurance, Umbrella Insurance, Workers Compensation, Life Insurance, Whole Life, Liability, Fixed Annuities, Health Insurance, General Insurance, Disability Insurance, Legal Liability, Long Term Care Insurance, Sales, Customer Service, Estate Planning, Team Building, Homeowners, Account Management, Marketing, Long-term Care, Universal Life, Commercial Lines, Professional Liability, Microsoft Excel, Risk Management, Microsoft Office, Renters, New Business Development
Education
East Carolina University 1988 — 1993
Bachelor's degree, Industrial Technology/Technician
PruittHealth June 2015 - Present
Farm Bureau Insurance August 2005 - June 2015
Jefferson Pilot Financial May 1993 - August 2005
Skills
Insurance, Property & Casualty..., Commercial Insurance, Casualty, Term Life Insurance, Umbrella Insurance, Workers Compensation, Life Insurance, Whole Life, Liability, Fixed Annuities, Health Insurance, General Insurance, Disability Insurance, Legal Liability, Long Term Care Insurance, Sales, Customer Service, Estate Planning, Team Building, Homeowners, Account Management, Marketing, Long-term Care, Universal Life, Commercial Lines, Professional Liability, Microsoft Excel, Risk Management, Microsoft Office, Renters, New Business Development
Education
East Carolina University 1988 — 1993
Bachelor's degree, Industrial Technology/Technician
Walt Skip Doty's Jefferson Pilot Financial Experience November 2002 - November 2005
Job Mental Health Therapist at Full Circle Therapy Center, LLC
Industry Internet
Experience
Full Circle Therapy Center, LLC August 2013 - Present
Autism Center Of Nebraska August 2013 - October 2014
CHI Health Mercy Hospital / McDermott November 2012 - November 2013
Autism Center of Nebraska August 2010 - August 2013
Hill Counseling and Consulting May 2011 - May 2012
PayPal November 2005 - December 2009
Jefferson Pilot Financial November 2002 - November 2005
Harvey's Casino Hotel January 1996 - August 1999
Skills
Customer Service, Call Center, Account Management, Customer Experience, Management, Team Building, Call Centers, Coaching, Leadership, Training, Team Leadership, Public Speaking, Microsoft Office, E-commerce, Negotiation, Sales, Outlook
Education
Bellevue University 2010 — 2012
Masters of Science, Clinical Counseling
Walden University 2002 — 2005
Psychology
Buena Vista University 1996 — 2000
Bachelors of Arts, Psychology
Bellevue University 1997 — 1998
Bachelors of Science, International Business Management
Iowa Western Community College 1995 — 1996
Associates of Arts, Psychology
Avo-Ha Jr. Sr. High School
Full Circle Therapy Center, LLC August 2013 - Present
Autism Center Of Nebraska August 2013 - October 2014
CHI Health Mercy Hospital / McDermott November 2012 - November 2013
Autism Center of Nebraska August 2010 - August 2013
Hill Counseling and Consulting May 2011 - May 2012
PayPal November 2005 - December 2009
Jefferson Pilot Financial November 2002 - November 2005
Harvey's Casino Hotel January 1996 - August 1999
Skills
Customer Service, Call Center, Account Management, Customer Experience, Management, Team Building, Call Centers, Coaching, Leadership, Training, Team Leadership, Public Speaking, Microsoft Office, E-commerce, Negotiation, Sales, Outlook
Education
Bellevue University 2010 — 2012
Masters of Science, Clinical Counseling
Walden University 2002 — 2005
Psychology
Buena Vista University 1996 — 2000
Bachelors of Arts, Psychology
Bellevue University 1997 — 1998
Bachelors of Science, International Business Management
Iowa Western Community College 1995 — 1996
Associates of Arts, Psychology
Avo-Ha Jr. Sr. High School
Jodi Johnson (Dodson)'s Jefferson Pilot Financial Experience January 2005 - July 2006
Job Marketing and Strategic Planning
Industry Financial Services
Experience
Self-employed April 2014 - Present
Lincoln Financial Distributors November 2007 - March 2014
Lincoln Financial Distributors July 2006 - November 2007
Jefferson Pilot Financial January 2005 - July 2006
Jefferson Pilot Financial April 2002 - 2006
UNC Greensboro 1999 - 2001
Skills
Marketing, Marketing Strategy, Insurance, Fixed Annuities, Management, Relationship Management, Financial Services, Series 6, Sales, Retirement, Competitive Analysis, B2B, FINRA, Leadership, Marketing Communications, Product Marketing, CRM, Analysis, Strategic Planning, Series 26, Bilingual, Grant Writing
Education
UNCG 1999 — 2001
Master's degree, Public Affairs
Guilford College 1992 — 1996
Bachelor of Science (B.S.), Anthropology/Sociology; Economics minor, Graduated with Honors
Self-employed April 2014 - Present
Lincoln Financial Distributors November 2007 - March 2014
Lincoln Financial Distributors July 2006 - November 2007
Jefferson Pilot Financial January 2005 - July 2006
Jefferson Pilot Financial April 2002 - 2006
UNC Greensboro 1999 - 2001
Skills
Marketing, Marketing Strategy, Insurance, Fixed Annuities, Management, Relationship Management, Financial Services, Series 6, Sales, Retirement, Competitive Analysis, B2B, FINRA, Leadership, Marketing Communications, Product Marketing, CRM, Analysis, Strategic Planning, Series 26, Bilingual, Grant Writing
Education
UNCG 1999 — 2001
Master's degree, Public Affairs
Guilford College 1992 — 1996
Bachelor of Science (B.S.), Anthropology/Sociology; Economics minor, Graduated with Honors
Barbara Harrold's Jefferson Pilot Financial Experience 1989 - 1994
Job Experienced Account Manager with Third Party Administrator
Industry Information Technology and Services
Experience
MedCost July 1997 - Present
BCBSNC April 1994 - June 1997
Jefferson Pilot Financial 1989 - 1994
Skills
Insurance, Employee Benefits, Strategic Planning, Health Insurance, Customer Service, Account Management, Managed Care, Sales, Brokers, Term Life Insurance, Workers Compensation
Education
High Point University 1981 — 1985
Batchelor of Science, Business Admin & Economics
MedCost July 1997 - Present
BCBSNC April 1994 - June 1997
Jefferson Pilot Financial 1989 - 1994
Skills
Insurance, Employee Benefits, Strategic Planning, Health Insurance, Customer Service, Account Management, Managed Care, Sales, Brokers, Term Life Insurance, Workers Compensation
Education
High Point University 1981 — 1985
Batchelor of Science, Business Admin & Economics
Mitchell Altro's Jefferson Pilot Financial Experience November 2003 - May 2007
Job Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2014 - Present
Gilford Securities March 2010 - October 2014
Kern Suslow Securities June 2007 - March 2010
Jefferson Pilot Financial November 2003 - May 2007
Education
Concordia University 1991 — 1994
Bachelor's Degree, International Business/Trade/Commerce
Janney Montgomery Scott LLC October 2014 - Present
Gilford Securities March 2010 - October 2014
Kern Suslow Securities June 2007 - March 2010
Jefferson Pilot Financial November 2003 - May 2007
Education
Concordia University 1991 — 1994
Bachelor's Degree, International Business/Trade/Commerce
Susan Aumaier's Jefferson Pilot Financial Experience November 2000 - July 2001
Job President at Linchpin Property Solutions
Industry Real Estate
Experience
Linchpin Property Solutions March 2014 - Present
Interior Door & Closet Company July 2006 - Present
Wedding Daze and SKL Productions January 2001 - July 2006
Pepper Sales July 2005 - January 2006
ASRA Financial March 2004 - March 2005
Jefferson Pilot Financial November 2000 - July 2001
Pacific Life April 1996 - November 2000
Pacific Life April 1990 - April 1996
Pacific Life April 1990 - April 1996
Pacific Life April 1985 - April 1986
Skills
Event Planning, Customer Service, Theatre, Management, Training, Event Management, Software Documentation, Office Management, Corporate Events, Festivals, Social Media Marketing, Team Building
Education
Cypress College 1976 — 1978
1978, Business
Golden West College
Accounting / Bookkeeping
Orange Coast College
Real Estate
Linchpin Property Solutions March 2014 - Present
Interior Door & Closet Company July 2006 - Present
Wedding Daze and SKL Productions January 2001 - July 2006
Pepper Sales July 2005 - January 2006
ASRA Financial March 2004 - March 2005
Jefferson Pilot Financial November 2000 - July 2001
Pacific Life April 1996 - November 2000
Pacific Life April 1990 - April 1996
Pacific Life April 1990 - April 1996
Pacific Life April 1985 - April 1986
Skills
Event Planning, Customer Service, Theatre, Management, Training, Event Management, Software Documentation, Office Management, Corporate Events, Festivals, Social Media Marketing, Team Building
Education
Cypress College 1976 — 1978
1978, Business
Golden West College
Accounting / Bookkeeping
Orange Coast College
Real Estate
Rob Cordeau, CFP®'s Jefferson Pilot Financial Experience February 1998 - November 2004
Job Director of Financial Planning at McLean Asset Management Corporation
Industry Financial Services
Experience
McLean Asset Management Corporation October 2009 - Present
The Harbor Group December 2005 - October 2009
Jefferson Pilot Financial February 1998 - November 2004
Skills
Wealth Management, Asset Management, Retirement Planning, Financial Planning, Asset Allocation, Estate Planning, Portfolio Management, Personal Tax Planning, Employee Benefits, Risk Management
Education
Boston University 2003 — 2006
CFP, Financial Planning
McLean Asset Management Corporation October 2009 - Present
The Harbor Group December 2005 - October 2009
Jefferson Pilot Financial February 1998 - November 2004
Skills
Wealth Management, Asset Management, Retirement Planning, Financial Planning, Asset Allocation, Estate Planning, Portfolio Management, Personal Tax Planning, Employee Benefits, Risk Management
Education
Boston University 2003 — 2006
CFP, Financial Planning
Crystal McCall, AIRC's Jefferson Pilot Financial Experience July 2000 - January 2005
Job Accounting Professional
Industry Accounting
Experience
BB&T Insurance July 2014 - Present
Home January 2005 - Present
Jefferson Pilot Financial July 2000 - January 2005
Aetna US Healthcare July 1999 - July 2000
Matt Marshall & Company May 1986 - July 1999
Skills
Journal Entries, General Ledger, Accounting, Account Reconciliation, Employee Benefits, Accounts Payable, Payroll, Trade Compliance, Inventory Management, SAS, A/R collections, Purchasing, Vantage, Tax Preparation, Market Conduct, Insurance Fraud, Accounts Receivable, Job Costing, Client Billing, Vendor Management, Microsoft Word, Microsoft Excel, Microsoft Office, Compliance, Life Insurance, Inventory Control, Investigative Reporting, 1099 Preparation
Education
Greensboro College 1985 — 1986
Alleghany High 1981 — 1985
BB&T Insurance July 2014 - Present
Home January 2005 - Present
Jefferson Pilot Financial July 2000 - January 2005
Aetna US Healthcare July 1999 - July 2000
Matt Marshall & Company May 1986 - July 1999
Skills
Journal Entries, General Ledger, Accounting, Account Reconciliation, Employee Benefits, Accounts Payable, Payroll, Trade Compliance, Inventory Management, SAS, A/R collections, Purchasing, Vantage, Tax Preparation, Market Conduct, Insurance Fraud, Accounts Receivable, Job Costing, Client Billing, Vendor Management, Microsoft Word, Microsoft Excel, Microsoft Office, Compliance, Life Insurance, Inventory Control, Investigative Reporting, 1099 Preparation
Education
Greensboro College 1985 — 1986
Alleghany High 1981 — 1985
Jim Stott's Jefferson Pilot Financial Experience September 2002 - January 2005
Job Account Executive at Liazon
Industry Insurance
Experience
Liazon December 2014 - Present
Sun Life Financial October 2012 - August 2014
Standard Insurance Company February 2008 - October 2012
Assurant Employee Benefits April 2006 - February 2008
Guardian Life Insurance January 2005 - April 2006
Jefferson Pilot Financial September 2002 - January 2005
Sun Life Financial June 1995 - September 2002
Skills
Disability Insurance, Employee Benefits, Sales, Life Insurance, Sales Management, Insurance, Brokers, Term Life Insurance, Underwriting, Account Management, Benefits Administration, Marketing, Retirement, Health Insurance, Long-term Care
Education
Bentley University 1991 — 1995
BS, Management
Marlborough High School 1987 — 1991
Liazon December 2014 - Present
Sun Life Financial October 2012 - August 2014
Standard Insurance Company February 2008 - October 2012
Assurant Employee Benefits April 2006 - February 2008
Guardian Life Insurance January 2005 - April 2006
Jefferson Pilot Financial September 2002 - January 2005
Sun Life Financial June 1995 - September 2002
Skills
Disability Insurance, Employee Benefits, Sales, Life Insurance, Sales Management, Insurance, Brokers, Term Life Insurance, Underwriting, Account Management, Benefits Administration, Marketing, Retirement, Health Insurance, Long-term Care
Education
Bentley University 1991 — 1995
BS, Management
Marlborough High School 1987 — 1991
Katie Donald's Jefferson Pilot Financial Experience May 2005 - February 2006
Job Marketing Director at Big South Fork Airpark
Industry Marketing and Advertising
Experience
Big South Fork Airpark October 2012 - Present
DenTek Oral Care, Inc. December 2010 - October 2012
DenTek Oral Care, Inc. August 2010 - January 2011
National Fitness Center February 2008 - July 2010
Realty Executives February 2006 - October 2008
Jefferson Pilot Financial May 2005 - February 2006
Skills
Email Marketing, Marketing Strategy, Creative Direction, Social Media, Graphic Design, Interactive Marketing, Media Planning, Public Relations, Product Marketing, SEM, Marketing Management, Event Planning, Direct Mail, Digital Strategy, Leadership, Account Management, Customer Service
Education
Elon University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Elon University
Big South Fork Airpark October 2012 - Present
DenTek Oral Care, Inc. December 2010 - October 2012
DenTek Oral Care, Inc. August 2010 - January 2011
National Fitness Center February 2008 - July 2010
Realty Executives February 2006 - October 2008
Jefferson Pilot Financial May 2005 - February 2006
Skills
Email Marketing, Marketing Strategy, Creative Direction, Social Media, Graphic Design, Interactive Marketing, Media Planning, Public Relations, Product Marketing, SEM, Marketing Management, Event Planning, Direct Mail, Digital Strategy, Leadership, Account Management, Customer Service
Education
Elon University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Elon University
Jason Shoffner's Jefferson Pilot Financial Experience January 1997 - January 2000
Job Senior Applications Developer at SAS
Industry Information Technology and Services
Experience
SAS July 2011 - Present
American Express 2000 - July 2011
American Express August 2003 - October 2005
American Express March 2001 - August 2002
American Express May 2000 - March 2001
Jefferson Pilot Financial January 1997 - January 2000
US Army April 1992 - March 1998
Skills
SDLC, Business Analysis, Access, Security, Analysis, Business Intelligence, Credit Cards, Process Improvement, Six Sigma, Program Management, Business Process..., Vendor Management, Cross-functional Team..., Team Leadership, Data Warehousing, Analytics, Requirements Analysis, Change Management, Requirements Gathering
Education
Greensboro College 1998 — 2000
B.S, Mathematics
East Carolina University 1993 — 1997
Mathematics
Southeast High School 1988 — 1992
High School Diploma
SAS July 2011 - Present
American Express 2000 - July 2011
American Express August 2003 - October 2005
American Express March 2001 - August 2002
American Express May 2000 - March 2001
Jefferson Pilot Financial January 1997 - January 2000
US Army April 1992 - March 1998
Skills
SDLC, Business Analysis, Access, Security, Analysis, Business Intelligence, Credit Cards, Process Improvement, Six Sigma, Program Management, Business Process..., Vendor Management, Cross-functional Team..., Team Leadership, Data Warehousing, Analytics, Requirements Analysis, Change Management, Requirements Gathering
Education
Greensboro College 1998 — 2000
B.S, Mathematics
East Carolina University 1993 — 1997
Mathematics
Southeast High School 1988 — 1992
High School Diploma
Tamara Musenge's Jefferson Pilot Financial Experience January 1997 - January 2000
Job
Industry Accounting
Experience
Center for Creative Leadership July 2007 - Present
2006-2007 Apex Analytix, Inc March 2006 - July 2007
Polo Ralph Lauren December 2002 - March 2006
First South Utility Const January 2000 - January 2001
Jefferson Pilot Financial January 1997 - January 2000
Skills
General Ledger, Journal Entries, Cash Applications, Accounting, Accounts Payable, Accounts Receivable, Billing, Account Reconciliation, Reconciliation, Peachtree, Quickbooks, Balance, Expenses, GAAP, Invoicing, Excel, Outlook, SOX, Access, JD Edwards, PeopleSoft, Word, Inventory Management, Accruals, Auditing, Fixed Assets, Cash Management, PowerPoint, Internal Controls, Spreadsheets, Reconciliations, Documentation, Financial Reporting, Payroll, Microsoft Excel, Hyperion Enterprise, QuickBooks
Education
Strayer University 2009 — 2012
Master of Science, Accounting Information Systems
2006-2009 Strayer University 2006 — 2009
Bachelor of Science, Accounting
Guilford Technical Community College 2004 — 2006
Associates degree, Accounting-Money & Finance; Accounting
Brookstone College of Business 1992 — 1993
Certificate, Computerized Accounting
Center for Creative Leadership July 2007 - Present
2006-2007 Apex Analytix, Inc March 2006 - July 2007
Polo Ralph Lauren December 2002 - March 2006
First South Utility Const January 2000 - January 2001
Jefferson Pilot Financial January 1997 - January 2000
Skills
General Ledger, Journal Entries, Cash Applications, Accounting, Accounts Payable, Accounts Receivable, Billing, Account Reconciliation, Reconciliation, Peachtree, Quickbooks, Balance, Expenses, GAAP, Invoicing, Excel, Outlook, SOX, Access, JD Edwards, PeopleSoft, Word, Inventory Management, Accruals, Auditing, Fixed Assets, Cash Management, PowerPoint, Internal Controls, Spreadsheets, Reconciliations, Documentation, Financial Reporting, Payroll, Microsoft Excel, Hyperion Enterprise, QuickBooks
Education
Strayer University 2009 — 2012
Master of Science, Accounting Information Systems
2006-2009 Strayer University 2006 — 2009
Bachelor of Science, Accounting
Guilford Technical Community College 2004 — 2006
Associates degree, Accounting-Money & Finance; Accounting
Brookstone College of Business 1992 — 1993
Certificate, Computerized Accounting
Jarod Carter's Jefferson Pilot Financial Experience May 2004 - May 2006
Job Account Manager, MidMarket at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group May 2013 - January 2014
Lincoln Financial Group June 2010 - May 2013
Cigarette Racing Team, LLC May 2006 - May 2010
Jefferson Pilot Financial May 2004 - May 2006
Skills
Insurance, Account Management, Disability Insurance, Health Insurance, Employee Benefits, Life Insurance, Sales, Brokers, Underwriting, Workers Compensation, Training, Management, Risk Management, Marketing, Retirement Planning, Leadership, Term Life Insurance, Fixed Annuities, 401k, Benefits Administration, Sales Management, Long-term Care, Long Term Care Insurance, Strategic Financial..., Retirement, Health Savings Accounts, Property & Casualty..., Customer Retention, Onboarding, COBRA, Call Centers
Education
Florida Atlantic University 2001 — 2004
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Dade Christian School
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group May 2013 - January 2014
Lincoln Financial Group June 2010 - May 2013
Cigarette Racing Team, LLC May 2006 - May 2010
Jefferson Pilot Financial May 2004 - May 2006
Skills
Insurance, Account Management, Disability Insurance, Health Insurance, Employee Benefits, Life Insurance, Sales, Brokers, Underwriting, Workers Compensation, Training, Management, Risk Management, Marketing, Retirement Planning, Leadership, Term Life Insurance, Fixed Annuities, 401k, Benefits Administration, Sales Management, Long-term Care, Long Term Care Insurance, Strategic Financial..., Retirement, Health Savings Accounts, Property & Casualty..., Customer Retention, Onboarding, COBRA, Call Centers
Education
Florida Atlantic University 2001 — 2004
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Dade Christian School
Carla Cecil's Jefferson Pilot Financial Experience July 1998 - January 1999
Job Surgical Technologist in the Operating Room/Specializing in Brain and Spinal Surgery
Industry Hospital & Health Care
Experience
Cone Health March 2014 - Present
Bath & Body Works August 2003 - January 2014
Alamance Regional Medical Center January 2004 - July 2009
Kerr Drug January 1999 - August 2002
Jefferson Pilot Financial July 1998 - January 1999
Skills
Hospitals, Cpr Certified, BLS, Microsoft Office, Surgical Technology, Medicine
Education
Guilford Technical Community College 1998 — 2003
Associate, Surgical Technology
Ben L. Smith High 1994 — 1998
Diploma
Cone Health March 2014 - Present
Bath & Body Works August 2003 - January 2014
Alamance Regional Medical Center January 2004 - July 2009
Kerr Drug January 1999 - August 2002
Jefferson Pilot Financial July 1998 - January 1999
Skills
Hospitals, Cpr Certified, BLS, Microsoft Office, Surgical Technology, Medicine
Education
Guilford Technical Community College 1998 — 2003
Associate, Surgical Technology
Ben L. Smith High 1994 — 1998
Diploma
Trent Chisholm's Jefferson Pilot Financial Experience May 1998 - December 1998
Job IT Infrastructure Analyst
Industry Financial Services
Experience
Lincoln Financial Group July 2013 - Present
Lincoln Financial Group December 2008 - July 2013
Lincoln Financial Group September 2007 - December 2008
Lincoln Financial Group December 1998 - July 2007
Jefferson Pilot Financial May 1998 - December 1998
Jefferson Pilot Financial April 1997 - May 1998
Jefferson Pilot Financial April 1996 - April 1997
Roadway Package System October 1994 - April 1996
Klaussner Furniture Industries January 1993 - October 1994
UPS August 1989 - September 1993
Skills
Storefront, XenApp, XenDesktop, Powershell, Disaster Recovery, Visio, Servers, Software Documentation, SharePoint, Enterprise Architecture, Requirements Analysis, Microsoft SQL Server, Windows Server, VMware, System Administration, Active Directory, Business Analysis, Vendor Management, Requirements Gathering, Process Improvement, Citrix, Infrastructure, Virtualization
Education
High Point University
Bachelor's degree, Business Administration and Management, General
Randolph Community College
Associate’s Degree, Business Administration and Management, General
Lincoln Financial Group July 2013 - Present
Lincoln Financial Group December 2008 - July 2013
Lincoln Financial Group September 2007 - December 2008
Lincoln Financial Group December 1998 - July 2007
Jefferson Pilot Financial May 1998 - December 1998
Jefferson Pilot Financial April 1997 - May 1998
Jefferson Pilot Financial April 1996 - April 1997
Roadway Package System October 1994 - April 1996
Klaussner Furniture Industries January 1993 - October 1994
UPS August 1989 - September 1993
Skills
Storefront, XenApp, XenDesktop, Powershell, Disaster Recovery, Visio, Servers, Software Documentation, SharePoint, Enterprise Architecture, Requirements Analysis, Microsoft SQL Server, Windows Server, VMware, System Administration, Active Directory, Business Analysis, Vendor Management, Requirements Gathering, Process Improvement, Citrix, Infrastructure, Virtualization
Education
High Point University
Bachelor's degree, Business Administration and Management, General
Randolph Community College
Associate’s Degree, Business Administration and Management, General
Jim Warenda's Jefferson Pilot Financial Experience June 1999 - February 2001
Job Operation Manager/ Sales at Fresh Pik Produce Inc
Industry Wholesale
Experience
Fresh Pik Produce Inc March 2001 - Present
Jefferson Pilot Financial June 1999 - February 2001
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1999
Batchelor of Science, Finance
Fresh Pik Produce Inc March 2001 - Present
Jefferson Pilot Financial June 1999 - February 2001
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1999
Batchelor of Science, Finance
Barbara Beasley's Jefferson Pilot Financial Experience October 1989 - October 1999
Job
Industry
Experience
Martin Marietta August 2007 - Present
Martin Marietta January 2003 - January 2007
Martin Marietta January 2000 - January 2003
Pennsylvania Life Insurance October 1999 - August 2000
JEFFERSON PILOT FINANCIAL October 1989 - October 1999
Education
Wake Technical Community College 2011 — 2012
Database Management
Advanced Computer Training Technology of Raleigh 2000 — 2001
Microsoft Certified Systems Engineer (MCSE), Microsoft Certified Systems Engineer Program
Guilford Technical Community College 1988 — 1990
Computer Office Automation Technology
Martin Marietta August 2007 - Present
Martin Marietta January 2003 - January 2007
Martin Marietta January 2000 - January 2003
Pennsylvania Life Insurance October 1999 - August 2000
JEFFERSON PILOT FINANCIAL October 1989 - October 1999
Education
Wake Technical Community College 2011 — 2012
Database Management
Advanced Computer Training Technology of Raleigh 2000 — 2001
Microsoft Certified Systems Engineer (MCSE), Microsoft Certified Systems Engineer Program
Guilford Technical Community College 1988 — 1990
Computer Office Automation Technology
Gregg Gooch's Jefferson Pilot Financial Experience December 2000 - April 2004
Job Senior IT Auditor at BCBSNC
Industry Information Technology and Services
Experience
BCBSNC November 2005 - Present
Sara Lee Branded Apparel April 2004 - November 2005
Jefferson Pilot Financial December 2000 - April 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Public Speaking, Business Analysis, Business Process..., SharePoint, Visio, Access, Databases, Enterprise Risk..., Business Process
Education
Payne Theological Seminary
Master of Divinity (MDiv)
Youngstown State University
Bachelor of Science in Applied Science, Computer Technology
BCBSNC November 2005 - Present
Sara Lee Branded Apparel April 2004 - November 2005
Jefferson Pilot Financial December 2000 - April 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Public Speaking, Business Analysis, Business Process..., SharePoint, Visio, Access, Databases, Enterprise Risk..., Business Process
Education
Payne Theological Seminary
Master of Divinity (MDiv)
Youngstown State University
Bachelor of Science in Applied Science, Computer Technology
Debbie Cavazos's Jefferson Pilot Financial Experience December 2002 - October 2005
Job Executive Secretary at Aiken County Public School District
Industry Education Management
Experience
Aiken County Public School District August 2010 - Present
Lincoln Financial Group October 2005 - February 2010
Jefferson Pilot Financial December 2002 - October 2005
Education
Guilford College 2003 — 2007
Bachelor of Arts (BA), Business Management and Human Resources Law and Management
Pass Christian High School
Aiken County Public School District August 2010 - Present
Lincoln Financial Group October 2005 - February 2010
Jefferson Pilot Financial December 2002 - October 2005
Education
Guilford College 2003 — 2007
Bachelor of Arts (BA), Business Management and Human Resources Law and Management
Pass Christian High School
Debra Penley's Jefferson Pilot Financial Experience 2006 - 2008
Job Claims Examiner for Unclaimed Property at Lincoln Financial Group (through Express Professionals)
Industry Insurance
Experience
Lincoln Financial Group (through Express Pros) May 2013 - Present
Jefferson Pilot Financial 2006 - 2008
Skills
Financial Reporting, Financial Planning, Finance, Accounting, Financial Services
Education
Guilford College 2007 — 2011
Bachelor's degree, Accounting and Finance
Lincoln Financial Group (through Express Pros) May 2013 - Present
Jefferson Pilot Financial 2006 - 2008
Skills
Financial Reporting, Financial Planning, Finance, Accounting, Financial Services
Education
Guilford College 2007 — 2011
Bachelor's degree, Accounting and Finance