Jefferson Pilot Securities
Industry: Company
DescriptionHeadquarters: Concord, NH Founded: 1969 Parent organization: Lincoln National Corporation Subsidiaries: Jefferson Pilot Insurance Agency of Texas Inc.,
Jefferson Pilot Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Jefferson Pilot Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Jefferson Pilot Securities Salaries. You can even request information on how much does Jefferson Pilot Securities pay if you want to. Learn about salaries, pros and cons of working for Jefferson Pilot Securities directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
13 Jefferson Pilot Securities employees in database. Find out everything there's to know about Jefferson Pilot Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Jefferson Pilot Securities Employees
Employee
Years
Job
Industry
Laura Walsworth Laura Walsworth's Jefferson Pilot Securities Experience October 1999 - January 2005
Job GoArmyEd Customer Service Agent at Alorica
Industry Consumer Services
Experience
A New Day Employment Services Inc January 2015 - Present
Alorica July 2013 - Present
Lincoln Financial Group September 2006 - February 2012
Homemaker/Mom January 2005 - September 2006
Jefferson Pilot Securities October 1999 - January 2005
Southern New Hampshire Bank & Trust March 1998 - October 1999
BankBoston 1994 - 1998
BayBank February 1992 - August 1994
Brooks Fashions 1989 - 1992
Bradlees 1986 - 1989
Skills
Securities, Outlook, Customer Service, Microsoft Office, Microsoft Excel, Data Entry, Microsoft Word, FINRA, Sales, Management, Team Leadership, Finance, Account Management, Leadership, Coaching, New Business Development, Marketing Strategy, Investments, Team Building, Sales Management, Process Improvement, Risk Management, Time Management, Negotiation, Banking, Retail
Education
FINRA 2006 — 2007
Northern Essex Community College 1989 — 1989
Marketing
Southern New Hampshire University 1984 — 1985
Pinkerton Academy 1979 — 1983
High School
A New Day Employment Services Inc January 2015 - Present
Alorica July 2013 - Present
Lincoln Financial Group September 2006 - February 2012
Homemaker/Mom January 2005 - September 2006
Jefferson Pilot Securities October 1999 - January 2005
Southern New Hampshire Bank & Trust March 1998 - October 1999
BankBoston 1994 - 1998
BayBank February 1992 - August 1994
Brooks Fashions 1989 - 1992
Bradlees 1986 - 1989
Skills
Securities, Outlook, Customer Service, Microsoft Office, Microsoft Excel, Data Entry, Microsoft Word, FINRA, Sales, Management, Team Leadership, Finance, Account Management, Leadership, Coaching, New Business Development, Marketing Strategy, Investments, Team Building, Sales Management, Process Improvement, Risk Management, Time Management, Negotiation, Banking, Retail
Education
FINRA 2006 — 2007
Northern Essex Community College 1989 — 1989
Marketing
Southern New Hampshire University 1984 — 1985
Pinkerton Academy 1979 — 1983
High School
Kurt Reif CFP(R) Kurt Reif CFP(R)'s Jefferson Pilot Securities Experience February 2004 - July 2008
Job Vice President at Kensington Financial Services, Inc
Industry Financial Services
Experience
Lincoln Financial Securities July 2008 - Present
Kensington Financial Services, Inc May 2000 - Present
Jefferson Pilot Securities February 2004 - July 2008
Skills
Series 7, Mutual Funds, Life Insurance, Investments, Retirement Planning, Investment Advisory, Wealth Management, IRAs, Securities, Series 24, Fixed Annuities, 401k, Investment Strategies, Financial Advisory, Estate Planning, Strategic Financial..., Certified Financial...
Education
University of Iowa 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
University of Iowa 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Kaplan University
CFP(R) Certificate Program
Lincoln Financial Securities July 2008 - Present
Kensington Financial Services, Inc May 2000 - Present
Jefferson Pilot Securities February 2004 - July 2008
Skills
Series 7, Mutual Funds, Life Insurance, Investments, Retirement Planning, Investment Advisory, Wealth Management, IRAs, Securities, Series 24, Fixed Annuities, 401k, Investment Strategies, Financial Advisory, Estate Planning, Strategic Financial..., Certified Financial...
Education
University of Iowa 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
University of Iowa 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Kaplan University
CFP(R) Certificate Program
Jamin Purtell Jamin Purtell's Jefferson Pilot Securities Experience July 2003 - August 2007
Job Sales & Business Development Consultant at Lincoln Financial Network
Industry Financial Services
Experience
Lincoln Financial Securities August 2007 - Present
Jefferson Pilot Securities July 2003 - August 2007
Jefferson Pilot Securities June 2000 - July 2003
Jefferson Pilot Securities April 1999 - June 2000
Skills
Strategic Financial..., Business Development, Relationship Management, Investment Strategies, Alternative Investments, Wealth Management, Securities, Series 6, Series 7, Series 24, Series 63, Series 66, Mutual Funds, Investment Advisory
Education
Southern New Hampshire University
Bachelor of Science (BS), Business Administration and Management, General
Lincoln Financial Securities August 2007 - Present
Jefferson Pilot Securities July 2003 - August 2007
Jefferson Pilot Securities June 2000 - July 2003
Jefferson Pilot Securities April 1999 - June 2000
Skills
Strategic Financial..., Business Development, Relationship Management, Investment Strategies, Alternative Investments, Wealth Management, Securities, Series 6, Series 7, Series 24, Series 63, Series 66, Mutual Funds, Investment Advisory
Education
Southern New Hampshire University
Bachelor of Science (BS), Business Administration and Management, General
Mark Orlinsky, MBA AHWD® CPRES® SFR® Mark Orlinsky, MBA AHWD® CPRES® SFR®'s Jefferson Pilot Securities Experience October 1999 - June 2000
Job REALTOR Providing Buyers agent representation and Sellers listing service
Industry Real Estate
Experience
Investors Capital Corporation December 2006 - Present
Johnson and Johnson Team Realty November 2014 - July 2015
United Realty Group, Inc. / Mark Orlinsky P.A. October 2013 - November 2014
On-The-Mark Consulting March 2013 - October 2013
CleanAll Supply Inc. January 2012 - March 2013
FLORIDA DEVELOPMENT LLC October 2004 - January 2007
ADVISORS INSURANCE GROUP July 2000 - October 2004
JEFFERSON PILOT SECURITIES October 1999 - June 2000
USI Florida August 1998 - September 1999
VIVOX USA, INC February 1997 - September 1998
Skills
Real Estate, Real Estate Transactions, Short Sales, People Skills, Contract Negotiation, Real Estate License, Business Planning, Management, Strategy, Start-ups, Sales Management, Finance, Marketing, Competitive Analysis, Business Development, Business Strategy, New Business Development, Team Building, Sales Compensation..., Negotiation, Sales, Investment Properties
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration (MBA), Management
Drexel University 1981 — 1985
Bachelor of Science, Business Administration; Finance
Greater Fort Lauderdale Realtor
Investors Capital Corporation December 2006 - Present
Johnson and Johnson Team Realty November 2014 - July 2015
United Realty Group, Inc. / Mark Orlinsky P.A. October 2013 - November 2014
On-The-Mark Consulting March 2013 - October 2013
CleanAll Supply Inc. January 2012 - March 2013
FLORIDA DEVELOPMENT LLC October 2004 - January 2007
ADVISORS INSURANCE GROUP July 2000 - October 2004
JEFFERSON PILOT SECURITIES October 1999 - June 2000
USI Florida August 1998 - September 1999
VIVOX USA, INC February 1997 - September 1998
Skills
Real Estate, Real Estate Transactions, Short Sales, People Skills, Contract Negotiation, Real Estate License, Business Planning, Management, Strategy, Start-ups, Sales Management, Finance, Marketing, Competitive Analysis, Business Development, Business Strategy, New Business Development, Team Building, Sales Compensation..., Negotiation, Sales, Investment Properties
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration (MBA), Management
Drexel University 1981 — 1985
Bachelor of Science, Business Administration; Finance
Greater Fort Lauderdale Realtor
Kevin Crowley CFP® AIF® Kevin Crowley CFP® AIF®'s Jefferson Pilot Securities Experience May 2003 - January 2008
Job Investment Advisor at Flatiron Financial Group
Industry Financial Services
Experience
Flatiron Financial Group January 2008 - Present
Jefferson Pilot Securities May 2003 - January 2008
Charles Schwab & Co December 1999 - May 2003
Scudder Investments 1997 - 1999
Skills
Retirement Planning, Investments, Strategic Financial..., Securities, Estate Planning, Retirement, Investment Management, Financial Advisory, Financial Services, FINRA, Strategy, Personal Finance, Certified Financial..., Wealth Management, Series 63, 401k, Mutual Funds, Asset Allocation, Series 7, Series 65
Education
Merrimack College 2000 — 2002
Certificate in Financial Planning
Saint Anselm College 1991 — 1995
BA, Business
Saint Johns Prep 1987 — 1991
Flatiron Financial Group January 2008 - Present
Jefferson Pilot Securities May 2003 - January 2008
Charles Schwab & Co December 1999 - May 2003
Scudder Investments 1997 - 1999
Skills
Retirement Planning, Investments, Strategic Financial..., Securities, Estate Planning, Retirement, Investment Management, Financial Advisory, Financial Services, FINRA, Strategy, Personal Finance, Certified Financial..., Wealth Management, Series 63, 401k, Mutual Funds, Asset Allocation, Series 7, Series 65
Education
Merrimack College 2000 — 2002
Certificate in Financial Planning
Saint Anselm College 1991 — 1995
BA, Business
Saint Johns Prep 1987 — 1991
Stephen Lank Stephen Lank's Jefferson Pilot Securities Experience 1999 - 2005
Job Executive Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2012 - Present
LPL Financial November 2009 - Present
LPL Financial Services 2005 - Present
LPL 2005 - Present
IFMG September 2007 - December 2008
Jefferson Pilot Financial July 1999 - August 2005
Jefferson Pilot Securities 1999 - 2005
Lincoln Financial Group 1999 - 2005
Jefferson Pilot Financial & Securities 1999 - 2005
Skills
Series 7, Investment Advisory, Wealth Management, Mutual Funds, Alternative Investments, Series 4, Series 24, Series 53, Series 63, Series 65, FINRA, Settlement, Securities Regulation, Uniform Combined State..., Financial Services, Leadership Initiatives, Retirement, Securities, Fixed Annuities, Investment Strategies, Series 6
Education
Keene State College 1986 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
LPL Financial February 2012 - Present
LPL Financial November 2009 - Present
LPL Financial Services 2005 - Present
LPL 2005 - Present
IFMG September 2007 - December 2008
Jefferson Pilot Financial July 1999 - August 2005
Jefferson Pilot Securities 1999 - 2005
Lincoln Financial Group 1999 - 2005
Jefferson Pilot Financial & Securities 1999 - 2005
Skills
Series 7, Investment Advisory, Wealth Management, Mutual Funds, Alternative Investments, Series 4, Series 24, Series 53, Series 63, Series 65, FINRA, Settlement, Securities Regulation, Uniform Combined State..., Financial Services, Leadership Initiatives, Retirement, Securities, Fixed Annuities, Investment Strategies, Series 6
Education
Keene State College 1986 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Jenniffer Daigle's Jefferson Pilot Securities Experience 1997 - 2005
Job SVP, National Accounts
Industry Financial Services
Experience
A Financial Services Company November 2011 - Present
A financial services company July 2009 - November 2011
RiverSource Distributors, Inc July 2007 - July 2009
Allianz Life July 2005 - July 2007
Jefferson Pilot Securities Corporation June 1997 - July 2005
Jefferson Pilot Securities 1997 - 2005
Dean Witter Reynolds,Inc December 1995 - June 1997
INVEST Financial Corporation March 1995 - December 1995
New Dartmouth Bank / Shawmut Bank NH October 1992 - March 1995
Numerica / New Dartmouth Bank April 1991 - October 1992
Skills
Mutual Funds, Investments, Securities, Series 7, Retirement, Relationship Management, Training, Business Development, CRM, Insurance, Series 63, Financial Services, Marketing, Selling, Management, Leadership, Sales, Retirement Planning, Series 6, Strategic Planning, Banking, Financial Advisory, Business Planning, Portfolio Management, 401k, Fixed Annuities, Series 24, Variable Annuities, Due Diligence, Alternative Investments
Education
University of Maine 1990 — 1992
Early Childhood Education
A Financial Services Company November 2011 - Present
A financial services company July 2009 - November 2011
RiverSource Distributors, Inc July 2007 - July 2009
Allianz Life July 2005 - July 2007
Jefferson Pilot Securities Corporation June 1997 - July 2005
Jefferson Pilot Securities 1997 - 2005
Dean Witter Reynolds,Inc December 1995 - June 1997
INVEST Financial Corporation March 1995 - December 1995
New Dartmouth Bank / Shawmut Bank NH October 1992 - March 1995
Numerica / New Dartmouth Bank April 1991 - October 1992
Skills
Mutual Funds, Investments, Securities, Series 7, Retirement, Relationship Management, Training, Business Development, CRM, Insurance, Series 63, Financial Services, Marketing, Selling, Management, Leadership, Sales, Retirement Planning, Series 6, Strategic Planning, Banking, Financial Advisory, Business Planning, Portfolio Management, 401k, Fixed Annuities, Series 24, Variable Annuities, Due Diligence, Alternative Investments
Education
University of Maine 1990 — 1992
Early Childhood Education
Tony Yu, (Esq.), (CPA), CPCU®, CFP® Tony Yu, (Esq.), (CPA), CPCU®, CFP®'s Jefferson Pilot Securities Experience 2001 - 2003
Job Owner DSG Insurance Services
Industry Insurance
Experience
DSG Insurance Services, Inc. May 2011 - Present
YPA360 January 2011 - October 2014
Holland & Knight LLP May 2008 - June 2012
Luce Forward Hamilton & Scripps LLP September 2006 - May 2008
Coblentz Patch Duffy & Bass LLP 2004 - 2005
Jefferson Pilot Securities 2001 - 2003
aLesson.com 1999 - 2001
Education
University of California, Hastings College of the Law
JD, Law, Tax Concentration
University of California, Los Angeles
BA, Business-Economics, Communications, and Accounting
Whitney High School
DSG Insurance Services, Inc. May 2011 - Present
YPA360 January 2011 - October 2014
Holland & Knight LLP May 2008 - June 2012
Luce Forward Hamilton & Scripps LLP September 2006 - May 2008
Coblentz Patch Duffy & Bass LLP 2004 - 2005
Jefferson Pilot Securities 2001 - 2003
aLesson.com 1999 - 2001
Education
University of California, Hastings College of the Law
JD, Law, Tax Concentration
University of California, Los Angeles
BA, Business-Economics, Communications, and Accounting
Whitney High School
Fred Patterson's Jefferson Pilot Securities Experience 2000 - 2004
Job Development Director at Old Hickory Council, BSA
Industry Nonprofit Organization Management
Experience
Old Hickory Council, BSA June 2015 - Present
Old Hickory Council, BSA November 2009 - Present
Old Hickory Council, BSA 2009 - 2010
Nationwide Insurance 2004 - 2008
BB&T February 2004 - December 2004
Jefferson Pilot Securities 2000 - 2004
Patterson Financial Designs, Inc 1996 - 2004
Principal Financial Group 1981 - 2000
Professional Insurance Planning Inc. 1990 - 1995
Skills
Event Management, Project Planning, Finance, Fundraising, Non-profits, Public Speaking, Event Planning, Budgets, Strategic Planning, Customer Service, Volunteer Management, Team Building, Microsoft Excel, Leadership, Microsoft Office, Nonprofits, Program Management, Team Leadership, Recruiting, Leadership Development, Administration, Coaching, Community Outreach, Employee Benefits, Government, Grant Writing, Insurance, Management, Marketing, Non-profit..., Organizational..., Policy, Program Development, Public Relations, Sales, Social Media, Social Networking, Staff Development, Time Management, Strategic Financial..., Training, Volunteer Recruiting
Education
High Point University 1976 — 1980
Human Relations, Non Profit Management
Old Hickory Council, BSA June 2015 - Present
Old Hickory Council, BSA November 2009 - Present
Old Hickory Council, BSA 2009 - 2010
Nationwide Insurance 2004 - 2008
BB&T February 2004 - December 2004
Jefferson Pilot Securities 2000 - 2004
Patterson Financial Designs, Inc 1996 - 2004
Principal Financial Group 1981 - 2000
Professional Insurance Planning Inc. 1990 - 1995
Skills
Event Management, Project Planning, Finance, Fundraising, Non-profits, Public Speaking, Event Planning, Budgets, Strategic Planning, Customer Service, Volunteer Management, Team Building, Microsoft Excel, Leadership, Microsoft Office, Nonprofits, Program Management, Team Leadership, Recruiting, Leadership Development, Administration, Coaching, Community Outreach, Employee Benefits, Government, Grant Writing, Insurance, Management, Marketing, Non-profit..., Organizational..., Policy, Program Development, Public Relations, Sales, Social Media, Social Networking, Staff Development, Time Management, Strategic Financial..., Training, Volunteer Recruiting
Education
High Point University 1976 — 1980
Human Relations, Non Profit Management
Melissa Delorey's Jefferson Pilot Securities Experience November 1999 - February 2005
Job at State of New Hampshire Department of Labor
Industry Government Administration
Experience
State of New Hampshire Department of Labor January 2011 - Present
State of New Hampshire August 2005 - January 2011
Lennox Capital April 2005 - August 2005
Jefferson Pilot Securities November 1999 - February 2005
Putnam Investments 1997 - 1999
Education
Granite State College 2014 — 2016
Master's degree, Management
Granite State College 2001 — 2003
bachelor of science, Business
Burdett College 1993 — 1994
Associates Degree, Fashion/Apparel Design
State of New Hampshire Department of Labor January 2011 - Present
State of New Hampshire August 2005 - January 2011
Lennox Capital April 2005 - August 2005
Jefferson Pilot Securities November 1999 - February 2005
Putnam Investments 1997 - 1999
Education
Granite State College 2014 — 2016
Master's degree, Management
Granite State College 2001 — 2003
bachelor of science, Business
Burdett College 1993 — 1994
Associates Degree, Fashion/Apparel Design
Laura Crosby-brown's Jefferson Pilot Securities Experience August 1992 - February 2003
Job Adjunct Faculty at Southern NH University
Industry Financial Services
Experience
Regulatory Compliance, LLC February 2003 - Present
Southern NH University September 1997 - Present
H & R Block January 1992 - Present
Jefferson Pilot Securities August 1992 - February 2003
NASL Financial Services 1984 - 1992
Skills
Series 7, Mutual Funds, Securities, Tax, Investment Advisory, Risk Management, Investments, Strategic Financial..., Accounting, Customer Service, AML, Operations Management, Retirement Planning, Series 63, Financial Services, Financial Planning, Insurance, Retirement, Wealth Management, Series 24
Education
Southern New Hampshire University 1992 — 2004
Master, Business Admin
Fall Mountain 1973 — 1977
Regulatory Compliance, LLC February 2003 - Present
Southern NH University September 1997 - Present
H & R Block January 1992 - Present
Jefferson Pilot Securities August 1992 - February 2003
NASL Financial Services 1984 - 1992
Skills
Series 7, Mutual Funds, Securities, Tax, Investment Advisory, Risk Management, Investments, Strategic Financial..., Accounting, Customer Service, AML, Operations Management, Retirement Planning, Series 63, Financial Services, Financial Planning, Insurance, Retirement, Wealth Management, Series 24
Education
Southern New Hampshire University 1992 — 2004
Master, Business Admin
Fall Mountain 1973 — 1977
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY