Lincoln Financial
Industry: Insurance company
DescriptionLincoln National Corporation is a Fortune 250 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies. Customer service: 1 (877) 275-5462 Headquarters: Radnor, PA Executives: Dennis R. Glass (CEO, President), Subsidiaries: The Lincoln National Life Insurance Company,
Lincoln Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lincoln Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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104 Lincoln Financial employees in database. Find out everything there's to know about Lincoln Financial 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.
Lincoln Financial Employees
Perficient June 2014 - Present
Perficient June 2012 - May 2014
Lincoln Financial May 2011 - January 2012
Middle School Affiliated with Southwest University September 2011 - November 2011
Medina Country Club May 2008 - August 2010
Skills
Social Networking, Public Speaking, Entrepreneurship, Business Requirements, Marketing, Leadership Development, SharePoint, Social Media, CQ5, Enterprise Software, Microsoft Office, Microsoft Excel, Visio, Testing, Wireframes, Certified Scrum Master..., Process Flow Charts, Atlassian JIRA, Test Case Generation, Business Intelligence, PowerPoint, Financial Analysis, Social Media Marketing, Axure, Agile & Waterfall..., Business Analysis, Adobe Experience Manager, Quality Assurance, Software Testing Life..., Leadership, Management
Education
St. John's University 2008 — 2012
Bachelor of Arts (BA), Business Management
State of Tennessee August 2012 - Present
State of Tennessee October 2005 - August 2012
State of Tennessee March 1999 - October 2005
State of Tennessee July 1997 - March 1999
State of Tennessee February 1993 - July 1997
State of Tennessee October 1988 - February 1993
State of Tennessee January 1988 - October 1988
Charles Tharpe & Associates August 1987 - December 1987
State of Tennessee April 1987 - August 1987
LIncoln Financial December 1985 - January 1987
Skills
Budgeting, Policy, Contract Management, Supervisory Skills, Mentoring, Technical Writing, Budgets, Project Planning, Strategic Planning, Program Management, Management, Team Building, Change Management, Project Management, System Administration, Government, Accounting, Quality Assurance, Process Improvement, Training, Leadership, Business Intelligence, Employee Relations, Team Leadership, Leadership Development, Organizational..., Vendor Management, Software Documentation, Performance Management
Education
Middle Tennessee State University 1980 — 1984
BBA, Accounting, Business Administration, Information Systems
Tullahoma High School 1976 — 1980
Elisha "Elie" Aharon Insurance and Financial Services June 2015 - Present
SGC Financial & Insurance Services January 2014 - June 2015
Pacific Advisors April 2009 - January 2014
EnVisions Insurance Services January 1996 - April 2009
Lincoln Financial 1980 - 1996
National Guardian Life Insurance Company 1976 - 1979
Skills
Retirement Planning, Social Security, Business Owner Planning, Key Person Protection, Exit Strategies, Disability Insurance, Business Overhead..., Disability Benefits, Long-term Care, Term Life Insurance, Permanent Life Insurance
Education
College of St. Scholastica 1993 — 1994
BA, Theology/Psychology
College of St. Scholastica 1973 — 1975
Bachelor of Arts (B.A.), Theology/Psychology
Indiana University Bloomington 1971 — 1972
none, Music Performance
Humana August 2012 - Present
Allstate Benefits February 2009 - August 2012
Lincoln Financial 2005 - January 2009
Aetna 2004 - 2005
Skills
Group Benefits, Disability Insurance, Dental, Employee Benefits, Long Term Care, Voluntary Benefits, Accident Insurance, Critical Illness..., Cancer Insurance, Implementation..., Brokers, Critical Illness, Dentistry, Life Insurance, Long-term Care, 401k, Health Insurance, Sales
Education
Concordia College 1984 — 1988
BA, Business Administration
Heritage High School 1980 — 1984
MetLife Premier Client Group of Upstate New York, an office of MetLife June 2014 - Present
Commonwealth Financial Group September 2012 - June 2014
Brighton Securities October 2009 - September 2012
Lincoln Financial February 2005 - October 2009
Edward Jones October 2002 - February 2005
A. G. Edwards September 1999 - October 2002
Eastman Kodak May 1988 - September 1999
Education
Rochester Institute of Technology 1984 — 1988
BS, Package Engineering, 3.9 FINAL GPA
SAS August 2012 - Present
Lincoln Financial August 2011 - August 2012
Lincoln Financial December 2010 - August 2011
Sensus Conservation Solutions March 2010 - December 2010
Hewlett Packard (was Opsware) April 2006 - March 2010
Mazu Networks (now Riverbed) December 2001 - April 2006
Genuity (contract) November 2000 - November 2001
Elron (now Zif Corp) January 2000 - November 2000
Webline (Cisco Systems) January 1999 - January 2000
Netscape September 1997 - January 2000
Skills
Network Security, Application Security, Security, Information Security, Test Automation, Penetration Testing, CISSP, Unix, Virtualization, Information Security..., System Administration, Cloud Computing, Solaris, Computer Security, VPN, Active Directory, Enterprise Software, Vulnerability Management, Vulnerability Assessment, PCI DSS, Testing, VMware, Vulnerability Scanning, Risk Assessment, IDS, SDLC, SaaS, Red Hat Linux, Linux, TCP/IP, Networking, Databases, Operating Systems, Firewalls, Identity Management
Education
Cisco / Snort 2013 — 2013
Sourcefire Certified Professional (SFCP) v5.2, Intrusion Prevention, Certification
SANS 2010 — 2010
GIAC GWAPT certification class, Web Application Penetration Testing, Certified for 5 years (allowed to expire in 2015)
SANS 2009 — 2009
GIAC GPEN certification, Network Penetration Testing and Ethical Hacking
North Carolina State University 2007 — 2007
C++
North Carolina State University 2006 — 2007
Java
(ISC)2 2005 — 2005
CISSP, Security certification
New College of Florida (honors college of Florida) 1988 — 1991
Bachelors degree, Economics/Political Science
Lincoln Financial May 2013 - Present
Lincoln Financial Retirement Plan Services January 2007 - Present
John Hancock 2006 - 2007
Manulife Financial and John Hancock Financial January 2000 - December 2005
Pension Services, Inc. March 1993 - December 2000
John Hancock Financial Services 1995 - 1996
Partners Pension Services, Inc. September 1989 - March 1993
Skills
401k, Retirement, Pensions, Retirement Planning, Mutual Funds, Series 63, Series 7, Series 6, Fixed Annuities, Investments, ERISA, Employee Benefits, Retirement Plan..., Defined Contribution, Profit Sharing, Wealth Management, Asset Allocation, Financial Advisory, Securities, TPA, Qualified Retirement..., Relationship Management, Investment Advisory, Financial Services, FINRA, IRAs, Investment Strategies
Education
Quinnipiac University - School of Business 1978 — 1981
Bachelor of Science (BS)
ITG Brands, LLC October 2011 - Present
BCBSNC June 2009 - October 2011
Lincoln Financial September 2006 - June 2009
Blue Cross Blue Shield of North Carolina - BCBSNC June 2003 - September 2006
Inmar July 2000 - December 2002
Inmar July 1999 - June 2000
AIG / United Guaranty 1994 - 1999
USAirways 1992 - 1994
CIGNA July 1989 - November 1992
Casual Corner Group October 1987 - July 1989
Skills
Project Portfolio..., Project Management, Change Leadership, Strategic Planning, Database Management, MS Project Server, Planview Enterprise, Thought Leadership, SharePoint, IT Governance, Training, Lean Six Sigma, PMO Leadership &..., Change Management, Governance, Program Management, Enterprise Software, Database Admin, PMO, Business Requirements, Management, MS Project, Project Server, Business Analysis, SDLC, Process Improvement, Cross-functional Team..., Analysis, Integration
Education
Central Connecticut State University 1980 — 1984
B.S., Management Information Systems
Brookdale Senior Living March 2013 - Present
Non-profit Agency January 1996 - Present
InnovAge April 2012 - March 2013
Lincoln Financial 2008 - March 2012
KOSI ENTERCOM DENVER April 2006 - July 2008
KHOW, Clear Channel Communications January 2005 - March 2008
KEZW February 2004 - January 2005
WYBL-Louisville, KY, KYGO & KJCD, Denver CO KSPZ-Colorado Springs CO, KXKL-Denver ,CO January 1999 - February 2004
Skills
Event Planning, Promotions, Creative Development, New Business Development, Copywriting, Microsoft Office, Advertising Sales, Voice Over, Creative Direction, Broadcast, Sponsorship, Public Speaking, Social Media, Selling, Television, Radio Broadcasting, Marketing, Radio, Advertising, Fundraising, Sales, Healthcare, Nonprofits, Public Relations, Time Management, Business Development, Program Management, Social Media Marketing, Media Relations, Press Releases, Facebook, Community Outreach, Marketing Communications, Volunteer Management, Event Management, Social Networking, Newsletters, Small Business, Proposal Writing, Program Development, Strategic Communications, Community Development
Education
The University of Georgia
Bachelor of Arts and Sciences, Political Science
University of Paris, Sorbonne
Minor, French
UTM Investments April 2007 - Present
Lincoln Financial November 2006 - December 2007
Identity Alliance May 2006 - April 2007
Liquidebt Systems, Inc May 2005 - June 2006
Bob Evans Corporation October 2004 - May 2005
Skills
Strategic Planning, Develop strategic..., Marketing Materials..., Perform Needs..., Outstanding Customer..., Business Development
Education
Purdue University 2001 — 2007
Lincoln Financial September 2004 - Present
The Hartford September 2001 - December 2003
Education
The University of Georgia
BA, Communications
University of Alabama
Transamerica April 2013 - Present
Ohio National Financial Services January 2012 - April 2013
Sun Life Financial (US)Alumni 2010 - 2012
Sun Life Financial March 2010 - December 2011
Lincoln Financial Distributors September 2006 - February 2010
LINCOLN FINANCIAL 2006 - 2010
AIG SunAmerica 2002 - 2006
AIG SunAmerica 2002 - 2006
Skills
Mutual Funds, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Wealth Management, Variable Annuities, Investments, 401k, Life Insurance, Insurance, Asset Allocation, Strategic Financial..., Long-term Care, Alternative Investments, FINRA, Investment Advisory, Financial Services, Securities, IRAs, Portfolio Management, Financial Advisory
Education
University of Missouri-Columbia 1987 — 1992
Bachelor of Science, Marketing
Cigna-HealthSpring June 2014 - Present
Lincoln Financial April 2012 - May 2014
Harvesters: Community Food Network December 2011 - December 2011
United States Marine Corps 2001 - 2004
Skills
Microsoft Office, Excel, Word, Access, Outlook, ESRI, ArcGIS, ERDAS Imagine, SQL, Microsoft Word, Microsoft Excel, Troubleshooting, Training, Leadership, Insurance, Business Analysis, Nonprofits, Team Building, Analysis, GIS, Program Management, Process Improvement, Management, Data Analysis, Team Leadership
Education
Park University 2008 — 2011
Bachelor of Science, Business Management, 3.8 GPA
Park University 2008 — 2011
Bachelor of Science, Finance, 3.8 GPA
Park University 2008 — 2011
Associate of Science, Accounting, 3.8 GPA
Federal Reserve Bank of Boston July 2013 - Present
Office of the Comptroller of the Currency July 2012 - July 2013
Travelers May 2011 - December 2011
Bryant University September 2009 - May 2011
Lincoln Financial June 2010 - August 2010
Skills
Stata, SAS, ArcGIS, Minitab, Python, Visual Basic, Microsoft Office
Education
Bryant University 2008 — 2012
Bachelor of Science, Applied Economics, Actuarial Mathematics, Applied Statistics
The George Washington University
Part Time Study, Mathematics
John Hancock Investments December 2011 - Present
John Hancock Annuities October 2008 - November 2011
Lincoln Financial 2004 - 2005
John Hancock 2002 - 2004
Putnam Investments 1998 - 2002
Skills
Mutual Funds, Series 63, Series 6, Series 7, Fixed Annuities, Retirement Planning, Financial Services, Wealth Management, Alternative Investments, Separately Managed..., Series 24, Variable Annuities, Sales, Sales Management, Investment Strategies, IRAs, Relationship Management, Brand Management, Retirement, Asset Allocation, Securities, Series 65
Education
Calvin College 1989 — 1993
BA, Political Science
HSBC December 2014 - Present
Citi August 2013 - November 2014
HSBC October 2012 - August 2013
HSBC December 2010 - September 2012
HSBC May 2012 - June 2012
U.S. Senate August 2010 - November 2010
Lafayette College January 2009 - May 2010
U.S. District Court January 2009 - January 2009
Lincoln Financial May 2008 - July 2008
Central Jersey Bank September 2004 - May 2006
Skills
Economics, Finance, Project Management, Market Research, Budgets, Marketing, Latin America, Human Resources, Microsoft Excel, PowerPoint, Microsoft Office, Research, Financial Analysis, Microsoft Word, US politics, Asian Politics, Data Analysis, Stata, Leadership, Access, Public Speaking
Education
Monmouth University 2011 — 2014
Master of Business Administration (M.B.A.), Marketing & Finance, 3.7
Lafayette College 2007 — 2010
A.B. Government and Law, Government and Law, 3.4
Bentley University 2006 — 2007
Finance/Accounting
Lincoln Financial Group January 2011 - Present
Lincoln Financial Group September 2010 - December 2010
Lincoln Financial January 2007 - August 2010
McGladrey & Pullen September 2003 - December 2006
Skills
Financial Reporting, CPA, Budgets, Expense Management, Financial Analysis, Essbase, External Audit, Hyperion Planning, Internal Controls, Benefit Cost Analysis, Forecasting, GAAP, Sarbanes-Oxley Act, Strategic Financial...
Education
University of North Carolina at Wilmington 2002 — 2003
Master, Accounting
University of North Carolina at Chapel Hill 1998 — 2002
BA, Economics / Mgmt and Society
Gregg Mozzi Financial 2010 - Present
MassMutual Financial Group 2008 - 2010
JOHN HANCOCK LONG TERM CARE INSURANCE December 2006 - December 2008
JOHN HANCOCK LIFE INSURANCE COMPANY February 2004 - December 2006
MASSMUTUAL LIFE INSURANCE COMPANY February 2002 - February 2004
Lincoln Financial December 2000 - December 2001
JOHN HANCOCK MUTUAL FUNDS November 1995 - December 2000
Skills
Long Term Care, Annuities, Financial Advisory, Financial Planning, Retirement Planning, Term Life Insurance, Disability Insurance, Family Wealth Planning, Long-term Care, Strategic Financial..., Fixed Annuities, Life Insurance, Investments, Retirement, Insurance, Small Business, Sales, Long Term Care Insurance, Employee Benefits, Marketing, Finance, Wealth Management..., Leadership, Estate Planning, Mortgage Lending, Health Insurance, Customer Service, Management, Strategic Planning
Education
University of Rhode Island 1986 — 1991
B. A, Economics
The Coporation for Long Term Care
Ceritified in Long Term Care
Center for Phenomological Leadership 2010 — 2013
The Psychology of Money
Lincoln Financial Group 2005 - Present
Lincoln Financial 2004 - 2005
Jefferson Pilot Financial 2002 - 2004
Glen Raven 1997 - 2001
Glen Raven 1992 - 1997
Glen Raven 1986 - 1992
Macfield Texturing, Inc. 1983 - 1986
Skills
Life Insurance, Management, Financial Services, Retirement, Sales, Series 6, Series 63, Retirement Planning, Fixed Annuities, Insurance, 401k, IRAs, Employee Benefits, CRM, Business Analysis, Team Leadership, Business Process..., Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Compensation Structures, Performance Metrics, Internal Communications, Problem Solving, Leadership
Education
The American College 2007 — 2012
CLU, ChFC
North Carolina State University 1979 — 1983
BS
Western Alamance High School 1975 — 1979
MetLife Premier Client Group March 2013 - Present
New England Financial Group LLC August 2007 - March 2013
Metlife June 2006 - August 2007
Lincoln Financial June 2005 - June 2006
New England Financial June 2001 - June 2005
Skills
Leadership, Client Development, Client Education, Marketing, Public Speaking, Building Relationships, Business Relationship..., Self-driven, Highly Dedicated, Superior Work Ethic, Business Networking, Recruiting, Succession Planning, Life Insurance, Talent Acquisition, Sales
Education
Charter Oak State College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Business Management
Central Connecticut State University 2000 — 2003
Physical Education
Plainville High School 1996 — 2000
General Studies
Yelp July 2015 - Present
Yelp April 2015 - Present
Yelp September 2014 - Present
Yelp March 2014 - Present
Warner Chilcott July 2013 - January 2014
Maquet USA August 2012 - February 2013
Lincoln Financial Group July 2011 - September 2011
Lincoln Financial 2011 - 2011
Skills
Social Media, Advertising, Marketing Strategy, Marketing Communications, Social Media Marketing, Microsoft Office, Online Advertising, Marketing, Customer Service, Market Research, Social Networking, PowerPoint, Event Planning, Event Management, Microsoft Excel, Account Management, Marketing Research, New Business Development, Time Management, Microsoft Word, Public Speaking, Data Analysis, Negotiation, Research, Online Marketing, Sales, Salesforce.com
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Marketing
Ramsey Highschool
ADI Strategies May 2013 - Present
Alupka Asset Management June 2012 - May 2013
Bank Transactions, Inc. March 2012 - June 2012
Interfraternity Council February 2011 - February 2012
Lincoln Financial April 2011 - August 2011
Mt. Carmel February 2011 - May 2011
Zodiac Pool Systems June 2008 - August 2008
Skills
Hyperion Planning, PowerPoint, Microsoft Excel, Hyperion Financial..., EPMA, ERPi, ODI, Morningstar, Stata, QuickBooks, Microsoft Word, Economics, Management, Budgets
Education
UCSD 2008 — 2012
Management Science, Minor: Accounting
University of Richmond in Florence 2010 — 2011
Lincoln Financial Group January 2011 - Present
Lincoln Financial May 2005 - January 2011
Kimmel Center, Inc. February 2001 - May 2005
First Union National Bank (formerly Corestates; now Wells Fargo) April 1997 - December 2000
Skills
Performance Management, Strategic Planning, Change Management, Talent Management, Corporate Social..., Succession Planning, Program Management, Internal Communications, Employee Benefits, Leadership Development, Organizational..., Coaching, Leadership, Insurance, Mergers & Acquisitions, Project Management, Executive Coaching, Human Resources, Community Development, Strategy, Public Relations, Management
Education
La Salle University 1973 — 1977
BA, English, Business Admin
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 Group January 2015 - Present
Lincoln Financial Group November 2013 - Present
LINCOLN FINANCIAL May 2013 - November 2013
Lincoln Financial Group May 2011 - May 2013
HumanResources June 2009 - May 2011
THOMSON REUTERS October 1994 - April 2009
Thomson Medstat 2000 - 2006
Thomson Medstat October 1994 - October 2000
Atlantic Richfield (ARCO) January 1992 - October 1994
FHP Healthcare January 1988 - January 1992
Skills
Talent Management, Leadership Development, Executive Coaching, Business Development, Plannning, Due Diligence, Divestitures, Succession Planning, Workforce Planning, Employee Engagement, Organizational..., Organizational Design, Talent Acquisition, Onboarding, Deferred Compensation, Performance Management, Employee Benefits, Employee Relations, Organizational..., HRIS, Coaching, Change Management, Personnel Management
Education
University of Michigan 1969 — 1974
BS/MS, AUDIOLOGY
Emery industries June 2013 - Present
I don't have a company name! I'm a nanny! July 2008 - May 2013
Sula Universal October 2005 - May 2013
Lincoln Financial Group January 2006 - May 2008
Lincoln Financial 2005 - 2008
Skills
Leadership, Entrepreneurship, Online Marketing, Teaching, Social Media, Customer Service
Education
Illinois State University 2001 — 2005
Elementary Education, Elementary Education and Teaching
Goldy Technology Specialists COOMDR SolutionsJanuary 2014 - Present
Goldy Technology Specialists January 2000 - Present
Raytheon August 2008 - Present
Lincoln Financial May 2007 - January 2008
Convergys July 2003 - June 2007
Gramtel Communications August 2000 - January 2002
Skills
Six Sigma, Windows Server, Financial Management, SEO, Online Marketing, Social Media Development, Social Media, Email Marketing, Social Media Marketing, E-commerce, Project Management, Active Directory, Technical Support, Team Building, Management, Sales, Mobile Devices, Networking, Integration, Security, Network Administration, Information Technology, Web Design
Education
Ball State University 2000 — 2002
Masters, Information and Communication Sciences
Ball State University 1996 — 2000
Bachelor of Science, Exercise Science and Wellness
TicketNetwork November 2009 - Present
Lincoln Financial Group June 2008 - November 2009
SPX - Precision Components December 2006 - June 2008
Victorinox Swiss Army December 2002 - December 2006
GORP May 2000 - June 2002
Gobi March 1999 - May 2000
Lincoln Financial February 1995 - March 1999
Aetna Life & Casualty September 1990 - February 1995
United States Marine Corps September 1990 - May 1994
Skills
Strategic Technology..., GLBA, Disaster Recovery, Business Analysis, Change Management, Leadership, Management, Networking, Project Management, SQL, Security, Start-ups, Strategic Planning, Windows Server, Strategy, Budgets, ERP, Information Security, Information Technology, Analysis, Enterprise Software
Education
Boston University 2009 — 2011
MS, Computer Information Systems
University of Tennessee-Knoxville 2007 — 2007
Certificate, Executive Lean Training
University of Massachusetts at Lowell 2002 — 2005
BS, Information Technology
Parachute Business Coaching, Inc. December 2011 - Present
District 30 Toastmasters January 2012 - Present
Mendelevitz Professional Services February 2004 - Present
TEKsystems July 2008 - April 2009
Asmakta December 2006 - December 2007
TAP Pharmaceutical May 2005 - July 2006
Hospira September 2004 - December 2004
BP July 2004 - September 2004
Lincoln Financial July 2003 - April 2004
Skills
Business Coaching, Coaching, Leadership, Project Management, Small Business, Public Speaking, Mentoring, Strategic Planning, Program Management, Business Process..., Member of Toastmasters, Process Improvement, Business Relationship..., Business Alignment, Business Architecture, Management Consulting, Accountability
Education
DePaul University 1987 — 1989
Master of Science (MS), Computer Science
Cleveland State University 1977 — 1979
Bachelor of Arts (B.A.), Psychology
The Ohio State University 1975 — 1977
Colonial Fuels and Lubricants February 2015 - Present
Mad Hatter December 2013 - Present
Smarter Baseball LLC December 2012 - Present
University of South Carolina Upstate August 2012 - July 2013
Steak Street Restaurant September 2011 - August 2012
UNC Greensboro September 2011 - May 2012
New York Mets June 2009 - March 2011
Lincoln Financial 2011 - 2011
The Citadel August 2005 - May 2009
Skills
Positive Thinking, Leadership, Baseball, Sports Management, Sports Marketing, Athletics, Public Speaking, Sports, Fundraising, Social Media, Event Planning, PowerPoint, Microsoft Office, Coaching, Time Management, Teamwork, Customer Service, Marketing, Recruiting, Higher Education, Leadership Development, Event Management, Public Relations, Facebook, Social Media Marketing, Training, Nonprofits
Education
The Citadel 2005 — 2009
(B.B.A.), Small Business Administration/Management
WCA
BlackRock August 2014 - Present
Citigroup May 2013 - August 2013
Lincoln FInancial June 2012 - August 2012
Skills
Project Management, Team Leadership, Training, Analytics, Teamwork, Data Analysis, Integrated Marketing, Economics, Sales, Financial Modeling, R, Statistical Modeling, Matlab, Statistics, Financial Analysis, Microsoft Excel, Python, Access, Java, Microsoft Office, Friendraising, Fine Dining, Catering, Islamic Finance, Young Adults, Small Boat Operations, Romantic Getaways, Microsoft Word, Badminton, Spanish Literature, Slogans
Education
Cornell University 2010 — 2014
BA, Mathematics and Economics
West Windsor Plainsboro High School North 2006 — 2010
IS-HR
nControl, LLC January 2007 - Present
Apple Vacations 2007 - 2008
INS Regulatory Insurance Services 2006 - 2007
Lincoln Financial January 2003 - March 2006
Intracorp May 2002 - October 2002
Skills
SDLC, Disaster Recovery, Information Security, Security, Vendor Management, IT Audit, PCI DSS, Business Continuity, Enterprise Architecture, Data Privacy, Information Governance, Cloud Computing, CISA, ITIL, CISSP, PMP, Business Development, Network Security, Data Center, Risk Management, ISO 27001, Change Management, Project Management, Leadership, Risk Assessment, Business Analysis, Consulting, COBIT, IT Strategy, Application Security, Information Security..., Strategic Partnerships, CISM, Governance, Information Technology
Education
Drexel University 2002 — 2003
M.S., Information Systems
The Citadel 1995 — 1999
B.S., Business Administration
FUMA 1994 — 1995
H.S., College Prep
CRC Concrete Raising & Repair January 2004 - Present
The Entrepreneur's Source April 2003 - February 2013
Prudential Institutional Retirement Plans March 2001 - March 2003
Standard & Poor's February 2000 - February 2001
Strong Funds 1995 - 2000
Lincoln Financial 1990 - 1995
Skills
Public Speaking, Franchising, Coaching, B2B, Entrepreneurship, Customer Service, Small Business, Sales Management, Franchise Consulting, Time Management, Start-ups, Business Coaching, Executive Coaching, Leadership Development, Marketing Strategy, Change Management, Team Leadership, Sellers, Negotiation, Contract Negotiation, Budgets, Concrete Materials, Lean Construction, Training, Management Consulting, Marketing, Leadership, Business Planning, Strategy, Sales Process, New Business Development, Sales, Organizational..., Business Development, Selling, Strategic Planning
Education
City Colleges of Chicago- Goldman Sachs 10,000 Small Businesses 2013 — 2013
Certificate, Business
Loyola University Chicago School of Law 1980 — 1983
JD, Law
Northwestern University 1976 — 1980
BA, Economics
MB Financial Bank August 2014 - Present
Cole Taylor Bank June 2008 - August 2014
MB Financial Bank 2014 - 2014
LaSalle Bank July 2006 - June 2008
Lincoln Financial June 2004 - July 2006
Skills
Banking, Cash Management, Financial Analysis, Commercial Lending, Commercial Banking, Credit, Loans, Credit Analysis, Portfolio Management, Employee Benefits, Financial Services, Middle Market, Relationship Management, Treasury Management, Cross Selling, Process Improvement, Financial Risk, Credit Risk, Sales, Risk Management, Microsoft Excel, Microsoft Office, Financial Modeling, Customer Service, Finance, Underwriting, Mortgage Lending
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
LFG June 2000 - Present
Lincoln Financial 2000 - Present
IBM Global Services July 2002 - August 2007
Lincoln Financial Group September 2000 - July 2002
Skills
PMO, Software Project..., PMP, SDLC, Project Portfolio..., Business Analysis, Vendor Management, Requirements Analysis, Requirements Gathering, Disaster Recovery, Enterprise Architecture, Project Delivery
Education
Ball State University
BS, Communication & Information Media
Lincoln Financial Group August 2015 - Present
Wells Fargo Insurance Services August 2014 - August 2015
Lincoln Financial September 2009 - August 2014
Lincoln Financial Group September 2007 - September 2009
Lincoln Financial Group April 2004 - September 2007
Canada Life January 2002 - April 2004
Canada Life August 1997 - January 2002
Canada Life January 1994 - July 1997
Travelers Insurance April 1992 - January 1994
Ing Life Of Georgia October 1989 - April 1992
Skills
Underwriting, Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Life Insurance, Claim, Brokers, Reinsurance, Negotiation, Health Insurance, Management, Group Insurance, Accident, Advanced Problem Solving, Excel Expert, Group Benefits, Ancillary Benefits, Alternate Funding, Enrollment Strategies, Disability Claims..., FMLA, Risk Management
Education
International Foundation Education - Benefits & Compensation, The Wharton School 2010 — 2012
CEBS
University of North Carolina at Charlotte 1985 — 1987
BA, English
Brevard College 1983 — 1985
AA
Lincoln Financial March 2009 - Present
Arbonne International August 2006 - Present
United States Air Force November 1996 - November 2000
Skills
Customer Service, Insurance, Call Center, Process Improvement, Team Building, Software Documentation, Employee Benefits, Coaching, Change Management
Education
Bellevue University 2001 — 2003
Master of Business Administration (MBA)
A.P. Schalick High School 1989 — 1993
High School Diploma
Pamela W. Bancsi Consulting January 2012 - Present
VALMARK SECURITIES, INC August 2008 - Present
ARBOR COURT CAPITAL January 2007 - January 2008
Life Settlement Insights January 2006 - January 2008
MetLife January 2004 - January 2006
LINCOLN FINANCIAL January 2001 - January 2004
Skills
Life Insurance, Investments, Series 7, Fixed Annuities, Strategic Financial..., Insurance, Securities, 401k, Disability Insurance, Life Settlements, Retirement, Retirement Planning, Wealth Management, Mutual Funds, Long-term Care, Underwriting, Risk Management, Certified Financial..., Annuity Sales, Insurance Consulting, Financial Advisory, Term Life Insurance, Life Settlement..., Expert Witness, Case Analysis
Education
Case Western Reserve University
BA
Case Western Reserve University School of Law
Doctor of Law (JD)
Santander Consumer USA Inc. March 2015 - Present
Bank of America January 2015 - February 2015
Bank of America January 2013 - January 2015
American Home Mortgage Servicing June 2012 - December 2012
Bass Family Enterprises October 2011 - July 2012
Capital One January 2010 - September 2011
Core Logic May 2007 - December 2009
Lincoln Financial 2005 - 2005
Lincoln Financial 2005 - 2005
Skills
Microsoft Office, SQL Server, SAS, SAS/SQL, Treenet, CART, Visual Basic, SQL, Excel, PowerPoint, Mortgage, VBA, Credit Risk, Data Analysis, Visio, Financial Modeling, Equities, Analysis, Financial Reporting, Financial Analysis, Analytics, Portfolio Management, Business Analysis, Teradata, Bloomberg Terminal, Mortgage Lending, Forecasting, Finance, Risk Management, Program Management, Corporate Finance, Financial Risk, Credit, Investments, Financial Services, Banking, Loans, Credit Analysis, Financial Statement..., Valuation, Strategy, Bloomberg, Microsoft Excel
Education
The University of Texas at Dallas 2003 — 2007
B.S., Finance
University of Texas at Dallas - Naveen Jindal School of Management 2003 — 2007
Business Finance, Finance
United Advisors Financial Marketing Organization September 2013 - Present
Wealth Financial Group October 2010 - September 2011
Flexible Benefit Service Corporation June 2008 - October 2010
Flexible Benefit Service Corporation 2008 - 2010
Lincoln Financial 1999 - 2008
Lincoln Financial Group 1999 - 2004
Skills
Fixed Annuities, Insurance, Employee Benefits, Health Insurance, Strategic Financial..., Management, Account Management, Mutual Funds, Leadership, Customer Service, Life Insurance, Microsoft Excel, Sales, Microsoft Office, Process Improvement, Retirement
Education
Illinois State University 1995 — 1999
Lincoln Financial Group April 2012 - Present
Lincoln Financial Group October 2007 - March 2012
Lincoln Financial September 2004 - December 2007
Skills
Term Life Insurance, Employee Benefits, Insurance, Disability Insurance, Customer Retention, Sales Presentations, Life Insurance, Leadership, Critical Illness, Training, Cold Calling, Sales, Marketing, Benefits Administration, Long-term Care, Recruiting, Management, Brokers, Health Insurance, Customer Service
Education
Meredith College 2000 — 2004
BA, Psychology
IASIS Healthcare December 2011 - Present
John Hancock October 2007 - November 2010
Lincoln Financial June 2004 - October 2007
CNA Insurance January 1996 - June 2004
Baptist Hospital January 1994 - April 1996
Skills
Physician Recruiting, Impaired Risk..., Preferred Underwriting, Remote Underwriting, Registered Nurse, Recruiting, Insurance, Management, Customer Satisfaction, Contract Negotiation, Underwriting, Sales Management
Education
University of Tennessee-Health Science Center 1992 — 1994
Nursing Degree, Registered Nurse, Nursing / Registered Nurse
University of Tennessee at Martin 1986 — 1990
Bachelors of Science, Business Administration / Marketing
Law Offices of Robert J. Toth, Jr. January 2010 - Present
Baker and Daniels September 2007 - December 2008
Lincoln Financial Group January 1990 - June 2007
Lincoln Financial 1990 - 2007
Kellogg Company 1985 - 1990
Skills
ERISA, 401k, Retirement Planning, Employee Benefits, Profit Sharing, Executive Pay, Pensions, Retirement Plan..., Defined Benefit, Pension Administration, Qualified Retirement..., Securities, Retirement, Investments, ESOP, Mutual Funds, Defined Contribution, Tax Law, Estate Planning, Mediation, Benefits Administration, Insurance, Deferred Compensation
Education
University of Michigan-Dearborn 1975 — 1978
National Life Group January 2013 - Present
Pacific Life November 2010 - December 2012
Lincoln Financial August 2006 - November 2010
Skills
Variable Annuities, Insurance, Retirement, ALM, Enterprise Risk..., Fixed Annuities, Equity Indexed Annuities, Life Insurance, Equity Indexed..., ALFA, TAS, MoSes
Education
University of North Carolina at Greensboro 2003 — 2005
Post Baccalaureate Certificate, Business
Boston College 1993 — 1996
Bachelor's degree, Music
Creative Financial Group of NJ February 2009 - Present
Lincoln Financial June 1973 - February 2009
Education
Monmouth University 1968 — 1972
Bachelor of Science (B.S.), Marketing, Business Administration
Farmers Insurance June 2014 - Present
Haydel, Biel & Associates February 2014 - June 2014
Professional Tax and Financial Services November 2011 - March 2013
Welton Street Investments November 2008 - January 2010
Security Benefit Group August 2005 - November 2008
Lincoln Financial May 2004 - July 2005
Allianz 2000 - 2003
SunAmerica 1993 - 1999
Skills
Annuities, Alternative Investments, Asset Management, Series 6, Real Estate Investment, Mutual Funds, Series 63, Retirement Planning, Sales Management, New Business Development, Public Speaking, Customer Relations, IRA's, Wholesaling, Consultative Selling, Fixed Annuities, Asset Managment, IRAs, Insurance, Selling, Financial Services, Investments, Investment Properties, Customer Service, Strategic Financial..., Equities, Retirement, CRM, Financial Advisory, Entrepreneurship, Wholesale, Marketing Strategy, Marketing, Series 7, Account Management, Sales, Investment Strategies, Sales Operations, 401k
Education
California State University-Northridge
BS, Food Technology, Business
Project Management Institute November 2014 - Present
Influent Partners, LLC December 2011 - Present
Lincoln Financial April 2012 - November 2014
Trellist, Inc. October 2001 - December 2011
Fulcrum Design Group, Inc. September 1995 - September 2001
First USA October 1996 - April 1998
MBNA Bank September 1995 - October 1996
Synthes May 1990 - September 1995
Skills
User Experience, Information Architecture, User Interface Design, Interaction Design, Web Analytics, Wireframes, Strategy, Usability Testing, User Interface, User-centered Design, Digital Marketing, Information Design, Agile Methodologies, Art Direction, Creative Problem Solving, Experience Design, Content Strategy, Product Management, Creative Direction, Strategic Design, jQuery, Mobile Design, Proposal Writing, Rapid Prototyping, Digital Branding, Digital Strategy, Experience Strategy, Team Leadership, Usability Engineering, E-commerce, Management, Project Management, User Experience Design, Usability, Analytics
Education
Art Institute of Philadelphia
Andesa Services, Inc. January 2010 - September 2014
Lincoln Financial Group October 2008 - January 2010
Lincoln Financial July 2007 - September 2008
Skills
Life Insurance, Operations Research, Project Management, Problem Solving, Series 6, Actuarial Science, Business Requirements, Process Improvement, SDLC, Insurance, Business Analysis, Risk Management, Software Documentation, Vendor Management, Requirements Analysis, Analysis
Education
University of Hartford 2007 — 2009
MBA
University of Connecticut 1995 — 1999
BS
EH Consolidated January 2014 - Present
AAUW Preschool 2013 - Present
Lincoln Financial May 2007 - December 2012
Administrative Management Group December 2001 - April 2007
Administrative Management Group October 2000 - November 2001
Administrative Management Group May 1998 - September 2000
Administrative Management Group January 1996 - April 1998
Skills
Employee Benefits, Process Improvement, Insurance, Financial Services, Business Analysis, SDLC, Vendor Management, Operations Management, Investments, Quality Assurance, Business Development, Risk Management, Retirement Planning, Mutual Funds, Financial Analysis, Operational Streamlining, New Business Development, Business Planning, Web Commerce, Asset Development
Education
Trinity International University 1992 — 1996
Bachelor's degree, Business/Managerial Economics
Bannockburn
Churchill
Lincoln Financial Director of Quality AssuranceKemtah Group2000 - 2002
Education
Southern Illinois University, Carbondale
Lincoln Financial 2007 - Present
Lincoln National Corporation 2007 - Present
United Airlines 2004 - 2007
Discover Card 1995 - 2004
Discover Financial 1995 - 2004
Discover Financial Services 1995 - 2004
IBM Canada Ltd. January 1993 - February 1995
Skills
Force.com, Java Enterprise Edition, SDLC, SOA, Enterprise Architecture, Solution Architecture, Data Modeling, Oracle, Requirements Analysis, Agile Methodologies, ETL, Data Warehousing, Web Services, IT Strategy, Websphere, DB2, Business Intelligence
Education
Indian Institute of Technology, Madras 1991 — 1993
M.S, Computer Science
College of Engineering Pune 1987 — 1991
B.S, Mechanical
AutoSoEZ January 2014 - Present
Alpha Media Group November 2011 - Present
TRACE Capital Holdings January 2010 - Present
ASCENT June 2009 - Present
Aviva April 2008 - June 2009
Lincoln Financial November 2003 - April 2008
AIG 1999 - 2003
JPMorgan Chase / Providian Financial 1997 - 1999
Bank of America / MBNA August 1994 - June 1997
Education
The University of Chicago
Master of Business Administration (M.B.A.)
Penn State University
Bachelor’s Degree
EMSI September 2015 - Present
Symetra June 2014 - Present
Crump Life Insurance Services April 2013 - March 2014
Legal & General November 2011 - March 2013
Lincoln Financial October 2005 - November 2011
ING September 2001 - October 2005
Skills
Retirement Planning, Insurance, Fixed Annuities, Underwriting, Risk Management, Financial Services, Life Insurance, Retirement, Disability Insurance, Microsoft Excel, Brokerage, Employee Benefits, Investments, Brokers, Estate Planning, Reinsurance, Long-term Care, Critical Illness, Financial Risk, Claim, Universal Life, Actuarial Science, Banking, Financial Planners, Claims Management, Liability, Casualty, Wealth, Investment Strategies, Term Life Insurance, Customer Service, General Insurance, Leadership, Relationship Management, Process Improvement, Whole Life, Financial Analysis, Long Term Care Insurance, Finance, Sales
Education
Colorado State University 1996 — 2000
BA, Economics
Reinsurance Group of America, Incorporated November 2013 - Present
Lincoln Financial August 2006 - October 2013
MetLife 2005 - 2006
ING 1999 - 2005
Principal Financial Group 1980 - 1998
Skills
Life Insurance, Insurance, Underwriting, Risk Management, Reinsurance, Term Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Financial Risk, Brokers, Retirement Planning, Claim, Fixed Annuities, General Insurance
Education
University of Northern Iowa 1974 — 1978
BA, Marketing Major, Art Minor
University of Northern Iowa
Bachelor's degree, Marketing
LIncoln Financial February 2008 - Present
GMAC 1993 - 2007
Education
University of North Carolina at Greensboro 1982 — 1986
Wells Fargo December 2012 - Present
US Bank May 2011 - October 2012
Lincoln Financial 2006 - 2007
Wells Fargo 2004 - 2006
Charles Schwab Bank 2002 - 2003
Sapient 2000 - 2001
Ernst & Young 1997 - 1999
Bankers Trust Australia 1995 - 1997
American Management Systems (AMS) 1990 - 1995
Skills
Program Management, Strategy, CRM, Management, Business Process, Team Management, Vendor Management, SDLC, Business Analysis, Software Project..., Project Portfolio..., Risk Management, Process Improvement, PMO, Financial Services, Banking, Change Management, IT Strategy, Requirements Analysis, Project Management, Leadership, Enterprise Software
Education
San Diego State University-California State University
BS
Lincoln Financial 2006 - Present
Jefferson Pilot 2005 - 2006
Meridian Inc. 2001 - 2005
Education
Iowa State University
BS Engineering
Parente Randolph February 2009 - Present
Lincoln Financial January 2007 - January 2009
Morgan Stanley Investment Management November 1999 - September 2006
Education
Indiana University Bloomington 1983 — 1985
Canisius College 1979 — 1983
BA
Lincoln Financial November 2004 - Present
Education
Bellevue University 2000 — 2002
Master's
Wayne State College 1992 — 1997
Bachelor's
US Foods August 2008 - Present
CAP February 2008 - July 2008
Lincoln Financial June 2007 - January 2008
TIAA-CREF 2006 - 2007
Sirva 2004 - 2006
Skills
Mobile Applications, Objective-C, Integration, Java, Oracle, TIBCO BusinessWorks, TIBCO EMS, SQL, Service Oriented..., Agile Methodologies, SoapUI, Web Services, Database Design, XML, Microsoft SQL Server, SDLC, C#, Visio, Technical Leadership, Process Improvement, Unix, Red Hat Linux, Enterprise Architecture, Thought Leadership, Software Development, Management
Education
University of Michigan 1995 — 2002
University of Michigan-Dearborn 1995 — 2002
Engineering
Lincoln Financial November 2010 - Present
Lincoln Financial Group November 2010 - Present
Rang Photography and Rang Web Design July 2009 - Present
Middlesex County College August 2005 - September 2007
2004; Essex County College December 1999 - July 2004
Middlesex County College May 1999 - December 1999
Middlesex County College July 1996 - May 1999
Skills
Microsoft Office, SQL Server, Salesforce.com, Testing, Photoshop, HTML, Web Design, Data Analysis, Photography, Customer Service, PowerPoint, Microsoft Word, Training, CSS, Outlook, Social Media Marketing, JavaScript, Microsoft SQL Server, Analysis
Education
American InterContinental University 2006 — 2008
MASTER, EDUCATION; Leadership of Educational
Rutgers University 1999 — 2005
BACHELOR OF ARTS, Sociology
Lincoln Financial Group June 2012 - Present
Lincoln Financial February 2004 - August 2012
Phoneix Life 2001 - 2004
Mass Mutual 1999 - 2001
Merrill Lynch 1996 - 1999
Skills
Series 6, Series 63, Life and Health Licensed, Series 26 Licensed, Insurance Brokerage, Retirement, Term Life Insurance, Defined Benefit, Disability Insurance, Retirement Planning, Employee Benefits, Health Insurance, Long-term Care, 401k, Insurance, Life Insurance, Financial Services, FINRA, Wealth Management, Sales
Education
Central Connecticut State University 1990 — 1993
Bachelor of Science in Business Administration, Business Management
Becker College 1988 — 1990
Associate of Science in Business, Business Management
Securian Financial Group/Minnesota Life July 2010 - Present
MetLife July 2008 - July 2010
Security Benefit 2004 - 2008
GE Financial 2001 - 2003
Lincoln Financial 1999 - 2001
Delaware Investments 1999 - 2001
evergreen 1994 - 1999
Education
Truman State University 1983 — 1987
BA, Political Science
Lincoln Financial April 2002 - September 2012
Skills
Financial Modeling, Financial Analysis, Data Analysis, Portfolio Management, Valuation, Investments, Underwriting, Risk Management, Business Analysis, Microsoft Excel, Asset Management, Due Diligence, Finance, Microsoft Office, Corporate Finance
Education
Davidson College 1996 — 2000
Arrowhead High School 1992 — 1996
Lincoln Financial July 1984 - Present
Skills
Securities, Series 7, Series 24, Series 63, FINRA, Series 65, Series 53, 401k, Retirement Planning
Education
University of New Hampshire 1969 — 1973
BA Sociology
Lasell Jr. College 1969 — 1971
Associate of Arts (AA)
Lincoln Financial May 2015 - Present
Comcast March 2014 - May 2015
Insight Systems May 2010 - March 2014
University of Chicago January 2012 - May 2012
Warshaw Group October 2007 - May 2010
University of Minnesota August 2004 - May 2007
National Football League, New York January 2001 - April 2006
Baruch College September 2003 - December 2003
Bolt, Inc. December 1999 - January 2000
University of Wisconsin October 1997 - December 1999
Skills
Programming, Software Design, Agile Methodologies, Integration, Software Development, Software Documentation, Web Applications, .NET, ASP.NET, C++, Databases, Software Engineering, LINQ
Education
Columbia University in the City of New York 2002 — 2003
EITM, Technology Management
Washington Improv Theater 2009 — 2011
University of Minnesota-Twin Cities 2004 — 2007
Master of Fine Arts, Creative Writing
University of Wisconsin-Madison 1996 — 1999
BA, English, Creative Writing
Lincoln Financial September 2007 - Present
Prudential Financial July 2000 - July 2007
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
M.B.A., Strategy
College of the Holy Cross 1996 — 2000
B.A., Economics & Sociology
Lincoln Financial Group 2013 - Present
Sigma Financial 2010 - 2013
Raymond James 2008 - 2010
Lincoln Financial Group 2006 - 2008
Lincoln Financial 2001 - 2006
Skills
Series 7, Retirement, Series 63, Fixed Annuities, Mutual Funds, 401k, Risk Management, Retirement Planning, Variable Annuities, Securities, FINRA, Wealth Management, IRAs, Series 65, Series 24
Education
Indiana University—Purdue University Fort Wayne 1994 — 1998
Bachelor in Business, Finance Major, Economics Minor
Pershing, a BNYMellon company/Lockwood Advisors, Inc. April 2007 - Present
ADVISORport/PFPC 2005 - 2007
1717 Capital Management 2000 - 2005
Lincoln Financial 1983 - 2000
Skills
Life insurance, Securities Regulation, Compliance, Insurance, Securities, Series 7, Mutual Funds, SEC, Financial Services, Asset Management, Series 24, FINRA, Investment Advisory
Education
Rowan University 1981 — 1983
BA, English Language and Literature/Letters
Lincoln Financial July 2007 - Present
Education
Columbia College 2005 — 2006
Bachelor of Business Administration (BBA), Human Resources Management and Services
Lincoln Financial August 2015 - Present
ACE Group September 2013 - August 2015
Grupo Bimbo SA August 2010 - August 2013
Skills
Access, Microsoft Excel, Project Management, Portfolio Management, Capital Budgeting, Bloomberg Terminal, Leases, Modeling, Financial Analysis, Risk Management, Forecasting, Financial Reporting, Financial Modeling, Auditing, Finance, Strategic Planning, VBA, Accounting, Internal Controls, Financial Statement..., Valuation
Education
Drexel University 2007 — 2008
MBA
Temple University 2001 — 2006
Bachelor's, Finance, Risk Management & Insurance
Lincoln Financial Information Technology ManagerLincoln Financial Group2000 - Present
Education
College Of Wooster 1974 — 1978
Lincoln Financial February 2008 - Present
GMAC August 1993 - October 2007
GMAC September 1998 - February 2007
GMAC Insurance 1993 - 2007
GMAC August 1993 - September 1998
Skills
Project Management, SDLC, PMP, Testing, Management, Requirements Analysis, Visio, PMO, Software Project..., Business Analysis, Requirements Gathering, Project Portfolio..., MS Project, Business Requirements, Vendor Management
Education
University of North Carolina at Greensboro 1982 — 1986
Lincoln Financial November 2005 - Present
Skills
Oracle RAC
Education
Southern Illinois University, Carbondale
Axcess Financial/WNLI, LLC January 2015 - Present
Hewlett-Packard May 2013 - October 2014
Liberty Mutual November 2010 - December 2012
Open to Opportunities October 2009 - November 2010
Measured Progress August 2009 - October 2009
Lincoln Financial February 2008 - October 2008
Fidelity Investments February 2007 - December 2007
EDS June 2006 - October 2006
BAE Systems February 2005 - June 2006
EDS February 1993 - February 2004
Skills
PMO, Cross-functional Team..., Integration, Program Management, SharePoint, PMP, Team Leadership, Project Portfolio..., Risk Management, Leadership, Project Planning, Vendor Management, Security, Management, Quality Assurance, Project Management, Software Project..., SDLC, Visio, Business Analysis, MS Project, Requirements Gathering, Requirements Analysis, Business Process..., Process Improvement, IT Strategy, ITIL, Business Process, Certified Scrum Master...
Education
University of New Hampshire
Bachelor, Business and Information Mgmt
Lincoln Financial February 2007 - July 2013
Skills
Process Improvement, Business Analysis, Visio, Security, IT Strategy, Management, Software Development, Vendor Management, Requirements Analysis, Risk Management, SDLC, Software Documentation, Disaster Recovery, Integration
Education
Indiana Wesleyan University
Bachelor of Business Administration (BBA)
Bredenbeck's Bakery June 2012 - Present
Lincoln Financial August 2008 - July 2009
Consultants in Medical Oncology and Hematolgoy June 2004 - August 2008
Skills
Competitive Analysis, Product Development, Sales, Advertising, Competitive Intelligence, Mutual Funds, Series 7, Product Management, Financial Services, Product Marketing, Portfolio Management, Insurance
Education
Saint Joseph's University 2004 — 2008
Bachelor of Science in Business Administration, Marketing, Communications
Santander Bank, N.A. August 2014 - Present
Cuso Financial Services at Diamond Credit Union October 2012 - August 2014
PNC Investments April 2011 - October 2012
Credit Union of New Jersey/CUSO Financial May 2009 - March 2011
Janney Montgomery Scott 2008 - April 2009
Lincoln Financial 2007 - 2008
Sentinel Funds 2005 - 2007
Evergreen Investments April 1998 - September 2005
Education
University of Louisville 1977 — 1982
Lincoln Financial September 2006 - October 2009
Comcast Corporation September 2004 - March 2005
Education
Drexel University 2002 — 2006
Digital Media, Digital Media, Business Administration
YMCA of Greater Nashua 2012 - December 2014
Milestones Day School July 2013 - November 2014
Lincoln Financial Group 2007 - 2011
Lincoln Financial Group 2007 - 2010
Lincoln Financial Group January 2006 - June 2007
Lincoln Financial 2003 - 2005
Lincoln Financial Group 1999 - 2003
Lincoln Financial Group 1997 - 1999
Chubb Life Insurance 1994 - 1997
Skills
Strategic Planning, Expense Management, Program Management, Talent Development, Contract Negotiations, Continuous Improvement, Operations Management, Project Management, Problem Solving, Change Management, Board Level, Customer Experience, Customer Service, IT Project..., HR Transformation, HRIS, C Level Selling, M&A implementation, Business Process..., Financial Analysis, IT Solutions, Organizational..., Management Consulting, Organizational Design, Mentoring, Talent Management, Mergers, Vendor Management, Mergers & Acquisitions, Leadership, Six Sigma, Financial Services, Budgets, Insurance, Human Resources, Risk Management, Process Improvement, Performance Management, New Business Development, Organizational..., Employee Benefits, Cross-functional Team..., Leadership Development, Board Development
Education
Northeastern University
BS, Finance & Management
University of Connecticut School of Law
JD, Law
NSSEO February 2007 - Present
Lincoln Financial May 2002 - December 2010
William M Mercer 1993 - 2001
Wm. M. Mercer 1993 - 2001
Skills
Data Analysis, Microsoft Excel, Process Improvement, Customer Service, Management, Business Analysis, Leadership, Insurance, Team Building, Strategic Planning, PowerPoint, Project Management, Program Management, Analysis
Education
Drake University
Lincoln Financial 2000 - Present
Skills
Problem Solving, Business Process..., Policy Analysis, Time Management, Team Building, Team Leadership, Analytical Skills, Quality Assurance, Project Leadership, Customer Service, Auditing, Accounting, Data Entry, Research, Communication, Process Improvement, Microsoft Office, Leadership, Sales, Microsoft Excel, Project Management, Financial Analysis
Education
Cornell University
Project Leadership Certificate, Project Leadership
High Point University 2010 — 2012
MBA, Business Administration
Greensboro College
Colonial Life Insurance August 2007 - Present
The Farmington Company May 2013 - Present
Empoyee Family Protection October 2012 - Present
Lincoln Financial November 2012 - Present
The Steering Wheel September 1984 - April 2006
Skills
Professional Enroller, Team Leader, Proven Leadership Skills, Effective team player, HR Recruiter, Health and Voluntary..., CRM, Enrollment Management, Defined Benefit, Whole Life, Teamwork, Changing Environments, Organization, Cross Selling, Building Relationships, Call Center, PEO, Microsoft Excel, ERISA, Adaptability, Time Management, Employee Benefits, Disability Insurance, Voluntary Employee...
Education
University of Miami 1971 — 1974
B.A., Education/Business
Oglethorpe University 1970 — 1971
Education/Business
Bentley College
Business Courses
McClone July 2006 - Present
Lincoln Financial 2005 - 2006
Jefferson Pilot Financial 2000 - 2006
Unum 1998 - 2000
Skills
Employee Benefits, Insurance, Risk Management, Health Insurance, FMLA, Employee Relations, Human Resources, Disability Insurance, COBRA, Employee Handbooks, Legal Liability, Commercial Insurance, ERISA, Employment Law, Strategy, HRIS, Policy, Liability, Health Savings Accounts, Management, Personnel Management, Workers Compensation, Life Insurance, Professional Liability, OSHA, Innovation, New Product Development, Enterprise Risk..., Business Process..., Management Consulting, Strategic Consulting, Property & Casualty..., Strategic Leadership, Consulting, Organizational..., Team Leadership, Thought Leadership, Cross-functional Team..., Creative Consultation, New Business Development, Employee Engagement, New Business..., Team Building, Technical Leadership, Cyber Liability, Directors & Officers..., Employment Practices..., Long-Term Disability, Disability Benefits, Employee Management
Education
Lake Forest College 1994 — 1998
BA
Atomium Home Solutions, LLC. ConsultantBearingPoint2004 - 2005
Lincoln Financial 2003 - 2004
Harris Corporation 1998 - 2002
Education
University of Cincinnati
RE/MAX January 2015 - Present
VeritableQuandarySolutions LLC June 2012 - Present
Golf Channel October 2011 - April 2012
Advantage Sales & Marketing October 2009 - November 2011
Lincoln Financial July 2008 - 2009
Pro Basketball April 2007 - September 2008
NBA Development League November 2006 - March 2007
Education
Rollins College 2000 — 2005
B.A., Psychology
Open Systems Technologies March 2008 - Present
Lincoln Financial Group 1983 - 2008
Lincoln National Corporation 1983 - 2008
Lincoln National Life 1982 - 2008
Lincoln Financial 1982 - 2008
Lincoln Re 1998 - 2001
Lincoln Reinsurance 1996 - 2000
Skills
Retirement, Insurance, Retirement Planning, Fixed Annuities, Mutual Funds, Series 7, Quality Assurance, Relationship Management, Risk Management, Life Insurance, Financial Services, Employee Benefits, Securities, Requirements Gathering, SDLC, Business Analysis, Vendor Management, Business Requirements
Education
University of Indianapolis 1964 — 1969
BS, Business Administration
The American College
CLU, ChFC, CLF
DCMWorks, Inc. January 2012 - Present
IDMWorks January 2012 - Present
PA July 2010 - August 2012
Bala Consulting Engineers January 2011 - July 2011
AmeriGas July 2010 - April 2011
Nutrisystem, Inc. October 2009 - July 2010
Lincoln Financial 1996 - 2009
The Vanguard Group March 1995 - June 1996
Prudential Insurance January 1993 - March 1995
Prudential Insurance March 1989 - January 1993
Skills
Disaster Recovery, Data Center, Networking, Security, IT Management, Enterprise Architecture, SDLC, Management, Project Planning, Project Management, Strategic Planning, Program Management, Servers, IT Strategy, Information Technology, Active Directory
Education
Lock Haven University of Pennsylvania 1979 — 1985
BS, Computer Science
Publicis Touchpoint Solutions, Inc June 2011 - Present
Lincoln Financial January 2010 - June 2011
Phillips-Van Heusen Corporation March 2008 - November 2010
Infotech Solution Provider January 2007 - March 2008
OdysseyRe June 2004 - December 2006
Latex Foam January 2002 - May 2004
MMA May 1998 - November 2001
Skills
HTML, SQL, C#, SQL Server, .NET, SSRS, JavaScript, ASP.NET, VB.NET, Windows, Data Analysis, Visual Basic, Crystal Reports, XML, Access, CSS, VBScript, Data Modeling, Business Analysis, Analysis, Microsoft Office, Databases, Product Development, Team Building, Web Services, AJAX, Software Development, Data Warehousing, Excel, Business Intelligence, PL/SQL, Retail, Application Development, Problem Solving, User Interface Design, Microsoft SQL Server, Database Design, T-SQL, Requirements Analysis, Microsoft Excel, Software Project..., Oracle, SDLC, Visio, Integration
Education
Fairfield University 1998 — 2001
Masters, Computer Eng
Sacred Heart University 1994 — 1998
undergraduate, Management
St. Xavier's High School, Gandhinagar 1980 — 1983
Lincoln Financial September 2004 - Present
CNA Insurance November 2002 - September 2004
Reliance Standard March 1997 - November 2002
Business Mens Assurance January 1995 - March 1997
The Standard May 1991 - January 1995
Skills
Insurance, Employee Benefits, Disability Insurance, Health Insurance, Life Insurance, Term Life Insurance, Underwriting, Brokers, Management, Health Savings Accounts, Long-term Care, Marketing, Benefits Administration
Education
University of Georgia - Terry College of Business 1986 — 1990
BBA, RMI
Parkview Health January 2001 - Present
lincoln financial 1986 - 2001
Skills
Healthcare Information...
Education
Ivy Tech Community College 1982 — 1984
Computer programming, Information Systems
Indiana University—Purdue University Fort Wayne
General Studies, Communication
Pacific Life January 2014 - Present
Allstate Financial July 2007 - January 2014
American General 2003 - 2007
Lincoln Financial 2000 - 2003
Skills
Actuarial Science, Insurance, Fixed Annuities, Life Insurance, Retirement, Variable Annuities, Retirement Planning, Product Development, Product Management, Project Management, Cross Functional..., Actuaries, Term Life Insurance
Education
University of Illinois at Urbana-Champaign 1996 — 2000
B.S., Actuarial Science
SHG 1993 — 1996
Forethought Financial Group, Inc. March 2015 - Present
Lincoln Financial October 2008 - March 2015
Merrill Lynch 2001 - 2008
J.C. Bradford 1998 - 1999
Education
University of Georgia - Terry College of Business 1993 — 1997
Business, Marketing
Lincoln Financial Group August 2005 - Present
Lincoln Financial Group July 2015 - Present
Lincln Financial Group August 2006 - July 2015
Lincoln Financial January 2005 - July 2015
Past Granite Place Toastmasters Treasurer July 2010 - June 2011
Citizens Bank June 1999 - July 2005
Citizens Bank January 1999 - January 2005
Beacon Vision January 2001 - January 2003
Beaconvision 2001 - 2003
Skills
C, C++, Visual Basic, HTML, Java, Analytical Skills, Information Technology, Training, Quality Assurance, Management, Security, Analysis, Auditing
Education
Southern New Hampshire University 2002 — 2006
Masters, Information Technology
University of New Hampshire 1995 — 1999
Bachelor of Arts, Mathematics
Southern New Hampshire University
Masters of Information Technology
Southern New Hampshire University
Master, Business Administration
University of New Hampshire
Masters of Science; Bachelor of Arts, Information Technology; Mathematics
BB&T October 2013 - Present
BB&T December 2011 - October 2013
Moses Cone Health System May 2006 - January 2011
BB&T 2011 - 2011
BB&T 2011 - 2011
Lincoln Financial 2005 - 2006
LabCorp 2002 - 2005
Education
Wake Forest University School of Business 2006 — 2008
MBA, Business
Appalachian State University 1999 — 2002
BSBA, Computer Information Systems
CHESS Health Enablement Solutions September 2014 - Present
High Point Regional Health System July 2012 - Present
High Point Regional Health System February 2012 - Present
UNC Health Care April 2014 - October 2014
Lincoln Financial July 2002 - February 2012
United Guaranty Corporation March 1998 - July 2002
United Guaranty February 1998 - July 2002
Southeast March 1997 - February 1998
Avery Dennison October 1994 - March 1997
Skills
Data Warehousing, Microsoft SQL Server, ETL, Oracle, Databases, Performance Tuning, SQL, PL/SQL, T-SQL, SSIS, Data Modeling, Perl, Shell Scripting, AIX, Oracle RAC, Troubleshooting, Analysis Services, DB2
Education
DeVry Institute of Technology 1985 — 1988
Bachelor of Science, Computer Information Systems
UNCG
UNCG
University of North Carolina at Greensboro
Girl Scouts of Southwest Texas August 2010 - Present
Federal Food Program January 2007 - Present
KinderCare Learning Center January 2007 - Present
J.A of January 2008 - May 2008
Lincoln Financial December 2001 - June 2005
Education
Texas A&M University-Kingsville 2008 — 2010
BA, English and Communications
Our Lady of the Lake University
Masters of Science, Non Profit Management
Barnes Group Inc. August 2012 - Present
Manpower Professional/Bank of America March 2012 - June 2012
Lincoln Financial January 1997 - February 2010
Mass Mutual January 1989 - January 1996
Connecticut Bank and Trust September 1985 - June 1989
Skills
Insurance, Process Improvement, Analysis, Strategic Planning, Claim, Customer Service, Risk Management, Reinsurance, Financial Services
Education
Manchester Community College 2012 — 2012
Quickbooks
Middlesex Community College 1985 — 1989
Associate's degree, Business
Excel Development Group March 2011 - Present
Cherry Hill Company December 2003 - October 2010
Lincoln Financial April 2002 - April 2010
Lincoln Financial Services April 2002 - April 2010
Peggy Storm December 2003 - January 2010
Cy Kiani VP April 2001 - April 2003
Prudential Insurance August 1999 - April 2002
Prudential Insurance August 1999 - April 2001
Prudential Insurance August 1999 - April 2001
Prudential Preferred Financial Services August 1995 - August 1999
Skills
Customer Service, Insurance, Process Improvement, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Project Management, Customer Satisfaction, Team Building, Banking
Education
University of Nebraska-Lincoln 1982 — 1986
BS, Textiles and Design
Lincoln East High School
B.S
Aramark January 2014 - Present
Leaders in Salesforce, Informatica, CRM Administration & Analysis in the Greater Philadelphia Area 2013 - Present
Comcast (Contract/Consultant) August 2013 - January 2014
Lincoln Financial July 2013 - August 2013
Iron Mountain April 2013 - May 2013
TargetX January 2012 - March 2013
Philadelphia International Advisors, LP January 2001 - November 2011
Glenmede Trust Company January 2000 - December 2001
Accenture 1997 - 1999
Deloitte & Touche, LLP 1995 - 1997
Skills
Data Integration..., Executive..., Technical Documentation, Thinking Outside the Box, Vendor Relationships, Language Skills, Software Training, Efficiency: Analysis &..., Social Networking, CRM Administrator, SS&C PAGES, Cloud Computing, Relationship Cultivation, Creative Problem Solving, Data Analysis, Data Mining, Hands-on Training, Informatica Cloud, CRM Fusion's DemandTools, Datatel, Hobsons, Goldmine, Salesforce (Force.com), Conga Composer, Form Assembly, Boomi, TargetX CRM, ProTrak International, Microsoft SQL Server, Unix, Linux, Informatica, Data Integration, Salesforce.com, Android Development, Mobile Web Design, SharePoint, Access Database, Training, Analytics, Agile Methodologies, Leadership, Access, Project Management
Education
Bellevue University
Master of Science (MS), Organizational Performance, GPA 3.9
Drexel University
BS/BA
Volvo Group September 2013 - Present
Lincoln Financial March 2009 - February 2013
Miller Coors October 2008 - February 2009
Johnson Controls October 2007 - September 2008
United States Air Force July 1987 - December 2007
United States Air Force July 1987 - December 2007
Skills
Facilities Management, Contract Negotiation, Management, International Business, Budgets, Project Planning, Program Management, Microsoft Excel, Operations Management, Preventive Maintenance, Negotiation, Team Building, Maintenance Management, Building Maintenance, Energy, Process Improvement, Contract Management, Leadership, Team Leadership, Microsoft Office, HVAC, Maintenance & Repair, Project Management, Inventory Management, Training, Change Management, Strategic Planning, Process Scheduler, Outlook, Troubleshooting, Customer Satisfaction, Risk Management, Customer Service, Construction, Security Clearance, Business Process..., Government, Account Management, Leadership Development
Education
Southern Illinois University, Carbondale 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Southern Illinois University, Carbondale 2005 — 2007
Bachelor of Science, Industrial Engineering Technology
Community College of the Air Force 1999 — 2001
Associate of Science, Electrical and Mechanical Technology
Columbia City Electric Department April 2011 - Present
City of Columbia City January 2000 - Present
Lincoln Financial January 1997 - January 2000
Education
Manchester College 1994 — 1998
Criminal Justice