Lincoln Financial Advisors
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Lincoln Financial Advisors Employees
Employee
Years
Job
Industry
Dave Barney Dave Barney's Lincoln Financial Advisors Experience April 1995 - May 2003
Job Territory Manager at American Orthodontics
Industry Medical Devices
Experience
American Orthodontics June 2005 - Present
Pacific Life 2003 - 2004
Lincoln Financial Advisors April 1995 - May 2003
Skills
Capital Equipment, Medical Devices, Selling, Direct Sales, Product Launch, Cold Calling, Sales Management, Sales Operations, Account Management, Sales Presentations, Sales Process, New Business Development, Trade Shows, Dentistry, Product Development, Marketing Strategy, Healthcare, Surgery, Sales, Marketing
Education
San Diego State University-California State University 1995 — 1996
MBA, Financial Planning Emphasis
Brigham Young University
B.S., Pre-Med/Psychology
American Orthodontics June 2005 - Present
Pacific Life 2003 - 2004
Lincoln Financial Advisors April 1995 - May 2003
Skills
Capital Equipment, Medical Devices, Selling, Direct Sales, Product Launch, Cold Calling, Sales Management, Sales Operations, Account Management, Sales Presentations, Sales Process, New Business Development, Trade Shows, Dentistry, Product Development, Marketing Strategy, Healthcare, Surgery, Sales, Marketing
Education
San Diego State University-California State University 1995 — 1996
MBA, Financial Planning Emphasis
Brigham Young University
B.S., Pre-Med/Psychology
Milan Torres, CFP®, CRPC® Milan Torres, CFP®, CRPC®'s Lincoln Financial Advisors Experience November 2010 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors November 2010 - Present
Conaway and Conaway October 2009 - November 2010
American Funds December 2005 - December 2009
Skills
Retirement Planning, Wealth Management, Investments, Insurance, Financial Advisory, Estate Planning, Risk Management, Disability Insurance, Retirement, Securities, Finance, Mutual Funds, Series 7, Strategic Financial...
Education
California State University-Fullerton 2005 — 2009
B.A., Double Major: Finance, Management Science
Lincoln Financial Advisors November 2010 - Present
Conaway and Conaway October 2009 - November 2010
American Funds December 2005 - December 2009
Skills
Retirement Planning, Wealth Management, Investments, Insurance, Financial Advisory, Estate Planning, Risk Management, Disability Insurance, Retirement, Securities, Finance, Mutual Funds, Series 7, Strategic Financial...
Education
California State University-Fullerton 2005 — 2009
B.A., Double Major: Finance, Management Science
Kyle Vaughn Kyle Vaughn's Lincoln Financial Advisors Experience May 2006 - December 2006
Job Director of Annual Giving at Ashland University
Industry Higher Education
Experience
Ashland University April 2015 - Present
Ashland University May 2013 - April 2015
Ashland University June 2011 - May 2013
PNC January 2009 - June 2010
National City Bank April 2008 - January 2009
AXA Equitable December 2006 - August 2007
Lincoln Financial Advisors May 2006 - December 2006
Skills
Higher Education, Leadership, Microsoft Excel, Databases, Data Analysis, Pivot Tables, Finance, Customer Service, Access, Research, Investments, Banking, Microsoft Office, Employee Training
Education
Ashland University 2012 — 2014
Master of Business Administration (M.B.A.), Executive Managment
Ashland University 2003 — 2006
Bachelor of Business Administration (BBA), Finance and Economics
Ashland University April 2015 - Present
Ashland University May 2013 - April 2015
Ashland University June 2011 - May 2013
PNC January 2009 - June 2010
National City Bank April 2008 - January 2009
AXA Equitable December 2006 - August 2007
Lincoln Financial Advisors May 2006 - December 2006
Skills
Higher Education, Leadership, Microsoft Excel, Databases, Data Analysis, Pivot Tables, Finance, Customer Service, Access, Research, Investments, Banking, Microsoft Office, Employee Training
Education
Ashland University 2012 — 2014
Master of Business Administration (M.B.A.), Executive Managment
Ashland University 2003 — 2006
Bachelor of Business Administration (BBA), Finance and Economics
Patrick (Pat) Giller's Lincoln Financial Advisors Experience 1993 - Present
Job Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors 1993 - Present
Skills
Personal Financial..., Wealth Management, Investments, Series 7, Series 63, Retirement Planning, Training, Asset Allocation, Estate Planning, Strategic Financial..., Investment Advisory, Retirement, Mutual Funds, Employee Benefits, Insurance, Business Planning, Variable Products, Equities, Stocks
Education
Boston College 1985 — 1989
BS, Finance
Certified Financial Planner Board of Standards
CFP Certification
Bexley High School 1982 — 1985
Lincoln Financial Advisors 1993 - Present
Skills
Personal Financial..., Wealth Management, Investments, Series 7, Series 63, Retirement Planning, Training, Asset Allocation, Estate Planning, Strategic Financial..., Investment Advisory, Retirement, Mutual Funds, Employee Benefits, Insurance, Business Planning, Variable Products, Equities, Stocks
Education
Boston College 1985 — 1989
BS, Finance
Certified Financial Planner Board of Standards
CFP Certification
Bexley High School 1982 — 1985
Chandra Lounsbury-Halverson Chandra Lounsbury-Halverson's Lincoln Financial Advisors Experience 2002 - 2006
Job Vice President, Brokerage and Investment Advisory Operations at BOK Financial
Industry Financial Services
Experience
BOK Financial June 2015 - Present
BOSC, Inc., A subsidiary of BOK Financial Corp. August 2013 - June 2015
AdvisorNet Financial September 2009 - August 2013
Gradient Financial Group May 2009 - September 2009
NEXT Financial Group, Inc. 2006 - 2009
Lincoln Financial Advisors 2002 - 2006
Skills
Series 7, Series 24, Series 63, Series 66, Series 53, Securities, Wealth Management, Complaint resolution, Operations Management, Advertising review, Branch Inspections, Anti Money Laundering, Alternative Investments, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Financial Advisory, Financial Services, 401k, Microsoft Excel, Adobe Creative Suite, PowerPoint, Advent, Laserfiche, Document Imaging, Trading Systems, Mutual Funds, Microsoft Office, Finance, Retirement Planning, Retirement, Estate Planning, Life Insurance, Investment Management, IRAs, FINRA, Investment Strategies, Financial Planners, Long-term Care, Financial Planning
Education
Bethel University 2005 — 2007
MBA, Business
Bethel College 2002 — 2004
Bachelor of Business Administration (B.B.A.)
BOK Financial June 2015 - Present
BOSC, Inc., A subsidiary of BOK Financial Corp. August 2013 - June 2015
AdvisorNet Financial September 2009 - August 2013
Gradient Financial Group May 2009 - September 2009
NEXT Financial Group, Inc. 2006 - 2009
Lincoln Financial Advisors 2002 - 2006
Skills
Series 7, Series 24, Series 63, Series 66, Series 53, Securities, Wealth Management, Complaint resolution, Operations Management, Advertising review, Branch Inspections, Anti Money Laundering, Alternative Investments, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Financial Advisory, Financial Services, 401k, Microsoft Excel, Adobe Creative Suite, PowerPoint, Advent, Laserfiche, Document Imaging, Trading Systems, Mutual Funds, Microsoft Office, Finance, Retirement Planning, Retirement, Estate Planning, Life Insurance, Investment Management, IRAs, FINRA, Investment Strategies, Financial Planners, Long-term Care, Financial Planning
Education
Bethel University 2005 — 2007
MBA, Business
Bethel College 2002 — 2004
Bachelor of Business Administration (B.B.A.)
Courtney S. Hambrock's Lincoln Financial Advisors Experience June 2010 - Present
Job Registered Principal at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors June 2010 - Present
NRP Financial September 2008 - June 2010
Lincoln Financial Group November 2007 - September 2008
Texas Tech University April 2006 - September 2007
Texas Tech University August 2004 - April 2006
Education
Ball State University 2003 — 2004
Master’s degree
Valparaiso University 1999 — 2003
Bachelor's degree
Lutheran High School of Orange County
Lincoln Financial Advisors June 2010 - Present
NRP Financial September 2008 - June 2010
Lincoln Financial Group November 2007 - September 2008
Texas Tech University April 2006 - September 2007
Texas Tech University August 2004 - April 2006
Education
Ball State University 2003 — 2004
Master’s degree
Valparaiso University 1999 — 2003
Bachelor's degree
Lutheran High School of Orange County
Kevin Moody's Lincoln Financial Advisors Experience August 2004 - March 2007
Job Franchise Sales Manager at Costa Vida, Fresh Mexican Grill
Industry Restaurants
Experience
Costa Vida, Fresh Mexican Grill June 2015 - Present
Jamison Search International November 2014 - June 2015
NexFit Recruiting December 2012 - November 2014
NaviTrust May 2011 - December 2012
RedBike January 2010 - May 2011
Diversified Financial Planning / OMNI Brokerage March 2007 - January 2010
Lincoln Financial Advisors August 2004 - March 2007
The MONY Group October 2000 - August 2004
Skills
Networking, Building Relationships, Recruiting, Connector of People, Influential Communicator, Leadership, Emcee, Radio Host, Spokesperson, Sales, Marketing, Organization, Evangelism, Business Networking, Entertainment, Coaching, Mentoring, Program Management, Business Development, Technical Recruiting, Time Management, Team Building, Negotiation, Hiring, Human Resources, Relationship Building, Management, Contract Recruitment, Strategic Planning, Interviews
Education
Utah State University 1997 — 1999
Bachelor, Business Management
Brigham Young University - Idaho 1993 — 1997
Associates, Interpersonal Communications
Taylorsville High School 1990 — 1993
GED, General
Costa Vida, Fresh Mexican Grill June 2015 - Present
Jamison Search International November 2014 - June 2015
NexFit Recruiting December 2012 - November 2014
NaviTrust May 2011 - December 2012
RedBike January 2010 - May 2011
Diversified Financial Planning / OMNI Brokerage March 2007 - January 2010
Lincoln Financial Advisors August 2004 - March 2007
The MONY Group October 2000 - August 2004
Skills
Networking, Building Relationships, Recruiting, Connector of People, Influential Communicator, Leadership, Emcee, Radio Host, Spokesperson, Sales, Marketing, Organization, Evangelism, Business Networking, Entertainment, Coaching, Mentoring, Program Management, Business Development, Technical Recruiting, Time Management, Team Building, Negotiation, Hiring, Human Resources, Relationship Building, Management, Contract Recruitment, Strategic Planning, Interviews
Education
Utah State University 1997 — 1999
Bachelor, Business Management
Brigham Young University - Idaho 1993 — 1997
Associates, Interpersonal Communications
Taylorsville High School 1990 — 1993
GED, General
Peter Morse, JD, CRPC, AAMS, NSSA Peter Morse, JD, CRPC, AAMS, NSSA's Lincoln Financial Advisors Experience 2001 - 2003
Job Financial Solutions & Income for Life
Industry Financial Services
Experience
Financial Solutions & Income for Life January 2010 - Present
Senior Care Associates January 2003 - January 2010
Lincoln Financial Advisors 2001 - 2003
Skills
Retirement Income..., Estate Tax Planning, High Net Worth Planning, Tax Free Income, Wealth Enhancement and..., Gift Tax Planning, Senior Financial..., Financial Health Care..., Next Generation Wealth, Caregiver Spouse..., IRA Arbitrage
Education
New England School of Law
JD, Estate Planning
Boston College
BS, Finance
Financial Solutions & Income for Life January 2010 - Present
Senior Care Associates January 2003 - January 2010
Lincoln Financial Advisors 2001 - 2003
Skills
Retirement Income..., Estate Tax Planning, High Net Worth Planning, Tax Free Income, Wealth Enhancement and..., Gift Tax Planning, Senior Financial..., Financial Health Care..., Next Generation Wealth, Caregiver Spouse..., IRA Arbitrage
Education
New England School of Law
JD, Estate Planning
Boston College
BS, Finance
Andrey Shvets, MSFE Andrey Shvets, MSFE's Lincoln Financial Advisors Experience October 2014 - May 2015
Job Wealth Planning Specialist at Prime Financial Center
Industry Financial Services
Experience
Lincoln Financial Advisors October 2014 - May 2015
Cetera Financial Specialists November 2012 - October 2014
Abel Noser Solutions June 2008 - November 2008
Skills
Series 7, Series 63, Life Insurance, Programming, Microsoft Excel, VBA, C++, Windows
Education
City University of New York-Baruch College 2007 — 2011
Master of Science (MS), Financial Engineering
City University of New York-Baruch College 2003 — 2006
Bachelor of Business Administration (BBA), Finance, General
Lincoln Financial Advisors October 2014 - May 2015
Cetera Financial Specialists November 2012 - October 2014
Abel Noser Solutions June 2008 - November 2008
Skills
Series 7, Series 63, Life Insurance, Programming, Microsoft Excel, VBA, C++, Windows
Education
City University of New York-Baruch College 2007 — 2011
Master of Science (MS), Financial Engineering
City University of New York-Baruch College 2003 — 2006
Bachelor of Business Administration (BBA), Finance, General
Clark Jessop Clark Jessop's Lincoln Financial Advisors Experience April 2005 - April 2006
Job Director, Human Resources at HewlettPackard
Industry Human Resources
Experience
Hewlett-Packard November 2014 - Present
Hewlett-Packard April 2013 - November 2014
Hewlett-Packard September 2011 - April 2013
Hewlett-Packard December 2010 - September 2011
Hewlett-Packard June 2009 - December 2010
E*Trade Financial April 2006 - August 2007
Lincoln Financial Advisors April 2005 - April 2006
Sheridan Media May 2003 - April 2005
Skills
Career Development, Project Management, Change Management, Human Resources, Talent Management, Recruiting, Program Management, Leadership, Strategy, Deferred Compensation, Management, Leadership Development, Training, Performance Management, Personnel Management, Strategic Planning, Employee Engagement
Education
Brigham Young University 2007 — 2009
MBA
Utah State University 2000 — 2003
BS, Broadcast Journalism
Cherry Creek High School 1994 — 1997
Hewlett-Packard November 2014 - Present
Hewlett-Packard April 2013 - November 2014
Hewlett-Packard September 2011 - April 2013
Hewlett-Packard December 2010 - September 2011
Hewlett-Packard June 2009 - December 2010
E*Trade Financial April 2006 - August 2007
Lincoln Financial Advisors April 2005 - April 2006
Sheridan Media May 2003 - April 2005
Skills
Career Development, Project Management, Change Management, Human Resources, Talent Management, Recruiting, Program Management, Leadership, Strategy, Deferred Compensation, Management, Leadership Development, Training, Performance Management, Personnel Management, Strategic Planning, Employee Engagement
Education
Brigham Young University 2007 — 2009
MBA
Utah State University 2000 — 2003
BS, Broadcast Journalism
Cherry Creek High School 1994 — 1997
marco montez's Lincoln Financial Advisors Experience May 2014 - Present
Job Registered Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2014 - Present
AXA Advisors March 2008 - April 2014
Skills
Investments, Securities, Retirement Planning
Education
Arizona State University 1982 — 1984
General Business, Finance, General
Lincoln Financial Advisors May 2014 - Present
AXA Advisors March 2008 - April 2014
Skills
Investments, Securities, Retirement Planning
Education
Arizona State University 1982 — 1984
General Business, Finance, General
Emmanuel Allende Emmanuel Allende's Lincoln Financial Advisors Experience March 2015 - Present
Job Wealth Planning Advisor
Industry Financial Services
Experience
Lincoln Financial Advisors March 2015 - Present
U.S. House of Representatives December 2013 - April 2014
Hunt Companies January 2011 - January 2012
Skills
Wealth Management, Leadership, Asset Management, Asset Allocation, Investments, Retirement Planning, Life Insurance, Health Insurance, Employee Benefits, 401k, Series 7, Fixed Annuities, Disability Insurance, Research, Securities, Estate Planning, Social Networking, Retirement, Long-term Care
Education
The University of Texas at El Paso 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Barton County Community College 2010 — 2011
Lincoln Financial Advisors March 2015 - Present
U.S. House of Representatives December 2013 - April 2014
Hunt Companies January 2011 - January 2012
Skills
Wealth Management, Leadership, Asset Management, Asset Allocation, Investments, Retirement Planning, Life Insurance, Health Insurance, Employee Benefits, 401k, Series 7, Fixed Annuities, Disability Insurance, Research, Securities, Estate Planning, Social Networking, Retirement, Long-term Care
Education
The University of Texas at El Paso 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Barton County Community College 2010 — 2011
Aaron Kowal, CFP Aaron Kowal, CFP's Lincoln Financial Advisors Experience August 2004 - June 2005
Job Financial Advisor at Kowal Investment Group, LLC
Industry Financial Services
Experience
Kowal Investment Group, LLC July 2005 - Present
Lincoln Financial Advisors August 2004 - June 2005
American Express Financial Advisors June 2003 - July 2004
Skills
Retirement Planning, Series 7, Securities, Investment Strategies, Investment Advisory, Financial Advisory, Asset Allocation, Retirement, Estate Planning, Disability Insurance, Financial Planners, Life Insurance, Fixed Annuities, Wealth Management, Mutual Funds, Series 63, Strategic Financial..., 401k, Long-term Care, Investments, IRAs
Education
Arizona State University 1999 — 2003
B.S., Economics
Brookfield Central 1996 — 1999
Kowal Investment Group, LLC July 2005 - Present
Lincoln Financial Advisors August 2004 - June 2005
American Express Financial Advisors June 2003 - July 2004
Skills
Retirement Planning, Series 7, Securities, Investment Strategies, Investment Advisory, Financial Advisory, Asset Allocation, Retirement, Estate Planning, Disability Insurance, Financial Planners, Life Insurance, Fixed Annuities, Wealth Management, Mutual Funds, Series 63, Strategic Financial..., 401k, Long-term Care, Investments, IRAs
Education
Arizona State University 1999 — 2003
B.S., Economics
Brookfield Central 1996 — 1999
James P. Roche, CFP®, MBA James P. Roche, CFP®, MBA's Lincoln Financial Advisors Experience May 2001 - Present
Job Wealth Planning Advisor
Industry Financial Services
Experience
Lincoln Financial Advisors May 2001 - Present
Independent International Travel June 2000 - May 2001
CIGNA Financial Services March 1997 - June 2000
Travelers October 1991 - March 1997
Skills
Retirement Planning, Finance, Financial Services, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Investments, Investment Advisory, Asset Allocation, Series 63, Fixed Annuities, Portfolio Management, Asset Management, 401k, Estate Planning, Securities, Investment Strategies, Financial Advisory
Education
University of Hartford, Barney School of Business 1988 — 1994
MBA, Finance
Bryant University 1983 — 1987
BS BA
Weymouth North High School
Lincoln Financial Advisors May 2001 - Present
Independent International Travel June 2000 - May 2001
CIGNA Financial Services March 1997 - June 2000
Travelers October 1991 - March 1997
Skills
Retirement Planning, Finance, Financial Services, Series 7, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Investments, Investment Advisory, Asset Allocation, Series 63, Fixed Annuities, Portfolio Management, Asset Management, 401k, Estate Planning, Securities, Investment Strategies, Financial Advisory
Education
University of Hartford, Barney School of Business 1988 — 1994
MBA, Finance
Bryant University 1983 — 1987
BS BA
Weymouth North High School
Nathaniel Turner's Lincoln Financial Advisors Experience February 1997 - April 2005
Job Financial Advisor
Industry Financial Services
Experience
Iconoclast Financial Services May 2005 - Present
Indiana Wesleyan University September 2000 - May 2005
Lincoln Financial Advisors February 1997 - April 2005
Purdue University June 1995 - January 1997
Internal Revenue Service January 1987 - September 1990
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Investments, Insurance, Series 7, Fixed Annuities, 401k, Small Business, Financial Analysis, Employee Benefits, Portfolio Management, Retirement, Leadership, Training, Public Speaking, Public Seminars, Series 63, Licensed Life Insurance..., Financial Planners, Health Insurance, Long Term Care Insurance
Education
Valparaiso University 1990 — 1994
M.A.L.S., History & Theology
Valparaiso University School of Law 1990 — 1994
J.D., Law
Butler University 1983 — 1988
B.S., Accounting
William A. Wirt, H.S. 1979 — 1983
Iconoclast Financial Services May 2005 - Present
Indiana Wesleyan University September 2000 - May 2005
Lincoln Financial Advisors February 1997 - April 2005
Purdue University June 1995 - January 1997
Internal Revenue Service January 1987 - September 1990
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Investments, Insurance, Series 7, Fixed Annuities, 401k, Small Business, Financial Analysis, Employee Benefits, Portfolio Management, Retirement, Leadership, Training, Public Speaking, Public Seminars, Series 63, Licensed Life Insurance..., Financial Planners, Health Insurance, Long Term Care Insurance
Education
Valparaiso University 1990 — 1994
M.A.L.S., History & Theology
Valparaiso University School of Law 1990 — 1994
J.D., Law
Butler University 1983 — 1988
B.S., Accounting
William A. Wirt, H.S. 1979 — 1983
Gregory Owsiany Gregory Owsiany's Lincoln Financial Advisors Experience January 2010 - May 2010
Job BNY Mellon Portfolio Mangement Associate Portfolio Officer
Industry Financial Services
Experience
BNY Mellon November 2011 - Present
Lincoln Financial Distributors July 2010 - November 2011
Lincoln Financial Advisors January 2010 - May 2010
Skills
Investments, Insurance, Wealth Management, Financial Modeling, Cash Flow, Financial Analysis, Underwriting, Finance, Portfolio Management, Mutual Funds, Financial Advisory, Asset Management, Customer Service, Management
Education
Adelphi University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
Saint Josephs Highschool, Metuchen NJ 2002 — 2006
Bachelor of Science (BS), Finance, General
BNY Mellon November 2011 - Present
Lincoln Financial Distributors July 2010 - November 2011
Lincoln Financial Advisors January 2010 - May 2010
Skills
Investments, Insurance, Wealth Management, Financial Modeling, Cash Flow, Financial Analysis, Underwriting, Finance, Portfolio Management, Mutual Funds, Financial Advisory, Asset Management, Customer Service, Management
Education
Adelphi University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor of Science in Business Administration, Finance
Saint Josephs Highschool, Metuchen NJ 2002 — 2006
Bachelor of Science (BS), Finance, General
Nicole M. Alfonso's Lincoln Financial Advisors Experience July 2014 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors July 2014 - Present
Lincoln Financial Advisors July 2013 - July 2014
Morgan Stanley Wealth Management January 2013 - June 2013
AXA Advisors October 2012 - January 2013
Skills
Finance, Financial Analysis, Asset Management, Investment Strategies, Strategic Financial..., Portfolio Assessment, Retirement Planning..., Cash Flow Modeling, Financial Modeling, Risk Modeling, Risk Management, Debt Management, Morningstar, Wealth Accumulation..., Wealth Preservation..., Investments, Investment Management, Diversification, Securities, Series 7, Series 66, Retirement Income..., Qualified Retirement..., Process Optimization, Strategic Planning, Salesforce.com, Microsoft Office, Practice Development, Business Planning, Business Simulation, Estate Planning, Alternative Investments, REIT, Retirement Income..., Income Distribution, Roth IRA, Traditional IRA, Non-Qualified Deferred..., Equities, Fixed Income, ETFs, 1031 Exchanges, Irrevocable Life..., Life Insurance, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Disability Insurance, Social Security
Education
California State University-Fullerton 2008 — 2013
B.A., International Business, Concentration: Japanese
Arnold O. Beckman High School 2004 — 2008
High School Diploma
Lincoln Financial Advisors July 2014 - Present
Lincoln Financial Advisors July 2013 - July 2014
Morgan Stanley Wealth Management January 2013 - June 2013
AXA Advisors October 2012 - January 2013
Skills
Finance, Financial Analysis, Asset Management, Investment Strategies, Strategic Financial..., Portfolio Assessment, Retirement Planning..., Cash Flow Modeling, Financial Modeling, Risk Modeling, Risk Management, Debt Management, Morningstar, Wealth Accumulation..., Wealth Preservation..., Investments, Investment Management, Diversification, Securities, Series 7, Series 66, Retirement Income..., Qualified Retirement..., Process Optimization, Strategic Planning, Salesforce.com, Microsoft Office, Practice Development, Business Planning, Business Simulation, Estate Planning, Alternative Investments, REIT, Retirement Income..., Income Distribution, Roth IRA, Traditional IRA, Non-Qualified Deferred..., Equities, Fixed Income, ETFs, 1031 Exchanges, Irrevocable Life..., Life Insurance, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Disability Insurance, Social Security
Education
California State University-Fullerton 2008 — 2013
B.A., International Business, Concentration: Japanese
Arnold O. Beckman High School 2004 — 2008
High School Diploma
Angelica Nguyen's Lincoln Financial Advisors Experience September 2013 - Present
Job Communications Specialist at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors September 2013 - Present
Lincoln Financial Advisors November 2011 - September 2013
Lincoln Financial Advisors November 2010 - November 2011
Lincoln Financial Advisors February 2010 - November 2010
Skills
Marketing Communications, Account Management, Event Planning, Customer Service
Education
California State University-East Bay 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Marketing Management
Lincoln Financial Advisors September 2013 - Present
Lincoln Financial Advisors November 2011 - September 2013
Lincoln Financial Advisors November 2010 - November 2011
Lincoln Financial Advisors February 2010 - November 2010
Skills
Marketing Communications, Account Management, Event Planning, Customer Service
Education
California State University-East Bay 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Marketing Management
Rick Boyles's Lincoln Financial Advisors Experience 1999 - 2001
Job Executive Vice President & CFO/COO at City Financial Corporation
Industry Investment Management
Experience
City Financial Corporation November 2001 - Present
Lincoln Financial Advisors 1999 - 2001
Lincoln Financial Advisors 1992 - 1999
Skills
Broker-Dealer Operations, Strategic Planning, Personnel Management, Regulatory Affairs, Financial Reporting, Broker-Dealer Compliance, Financial Modeling, Financial Analysis, Registered Investment..., Project Management, Personal Development, Investment Banking, Internal Controls, Managerial Finance, Finance, Asset Management, Securities, Insurance, Investments, Portfolio Management, Management
Education
Ball State University 1979 — 1982
Bachelor's degree, Accounting
City Financial Corporation November 2001 - Present
Lincoln Financial Advisors 1999 - 2001
Lincoln Financial Advisors 1992 - 1999
Skills
Broker-Dealer Operations, Strategic Planning, Personnel Management, Regulatory Affairs, Financial Reporting, Broker-Dealer Compliance, Financial Modeling, Financial Analysis, Registered Investment..., Project Management, Personal Development, Investment Banking, Internal Controls, Managerial Finance, Finance, Asset Management, Securities, Insurance, Investments, Portfolio Management, Management
Education
Ball State University 1979 — 1982
Bachelor's degree, Accounting
Johannah Rockwell Johannah Rockwell's Lincoln Financial Advisors Experience 2000 - 2002
Job Executive Assistant
Industry Executive Office
Experience
American Principles Project 2014 - Present
Inova Health System 2008 - 2012
Harbor Asset Management (Assignment through Alternative Employment Specialists) 2007 - 2008
Ascend Therapeutics 2004 - 2006
United Methodist Publishing House 2003 - 2003
Lincoln Financial Advisors 2000 - 2002
Skills
Administrative..., Office Management, Healthcare, Calendaring, Outlook, Hospitals, Event Planning, Human Resources, Microsoft Office, Access, Administration, Spreadsheets, PowerPoint, Process Scheduler, Office Administration
Education
Belmont University
Bachelor of Music, Commercial Voice Performance
American Principles Project 2014 - Present
Inova Health System 2008 - 2012
Harbor Asset Management (Assignment through Alternative Employment Specialists) 2007 - 2008
Ascend Therapeutics 2004 - 2006
United Methodist Publishing House 2003 - 2003
Lincoln Financial Advisors 2000 - 2002
Skills
Administrative..., Office Management, Healthcare, Calendaring, Outlook, Hospitals, Event Planning, Human Resources, Microsoft Office, Access, Administration, Spreadsheets, PowerPoint, Process Scheduler, Office Administration
Education
Belmont University
Bachelor of Music, Commercial Voice Performance
Carl Keels's Lincoln Financial Advisors Experience 1987 - Present
Job Financial and Retirement Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors 1987 - Present
Skills
Retirement Planning, Investment Planning, Asset Allocation..., Insurance, College Funding, Estate Planning, State Teachers..., Debt Counseling
Education
Arizona State University
BA Business Education
California State University-Hayward
MBA Accounting/Taxes
Lincoln Financial Advisors 1987 - Present
Skills
Retirement Planning, Investment Planning, Asset Allocation..., Insurance, College Funding, Estate Planning, State Teachers..., Debt Counseling
Education
Arizona State University
BA Business Education
California State University-Hayward
MBA Accounting/Taxes
Edward Denning's Lincoln Financial Advisors Experience December 2003 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors December 2003 - Present
New England Financial, A MetLife Company August 1992 - December 2003
Skills
Financial Planning, Finance, Strategic Planning, Retirement Planning, Sales, Investments, Sales Management, Leadership, Customer Service, Mutual Funds
Education
Assumption College 1986 — 1992
Bachelor of Arts (BA)
Wellesley High School 1983 — 1986
Lincoln Financial Advisors December 2003 - Present
New England Financial, A MetLife Company August 1992 - December 2003
Skills
Financial Planning, Finance, Strategic Planning, Retirement Planning, Sales, Investments, Sales Management, Leadership, Customer Service, Mutual Funds
Education
Assumption College 1986 — 1992
Bachelor of Arts (BA)
Wellesley High School 1983 — 1986
Dennis Chuning Dennis Chuning's Lincoln Financial Advisors Experience June 1995 - July 2000
Job Insurance agent providing protection and peace of mind for individuals and businesses as a trusted adviser.
Industry Insurance
Experience
Farmers Insurance December 2014 - Present
Real Estate July 2005 - July 2014
Mission Hills Mortgage Broker January 2009 - August 2010
Sign-A-Rama July 2004 - July 2006
Cerritos Community College District July 1974 - July 2005
Lincoln Financial Advisors June 1995 - July 2000
Shasta County Sheriff Department July 1972 - July 1974
City of Orange Police Department July 1970 - June 1972
Skills
auto insurance, Property & Casualty..., Commercial Insurance, liability insurance, malpractice insurance, renters insurance, errors and omissions..., business owners..., life and disability..., homeowners insurance, liability umbrella..., workers compensation..., medi-care insurance..., health insurance, annuities, 401K, and..., accounting, Management, Real Estate, Residential Mortgage..., QuickBooks, MS Excel, Payroll Services, Auto Sales, Chief Financial Officer, Auto Financing, Personal Income Tax..., Finance, Sales, Budgeting, Public Safety, Customer Service, Professional Bookkeeper, Mortgage Lending
Education
University of Southern California 1976 — 1978
Master of Science (M.S.), Educational Leadership and Administration, General
California State University-Fullerton 1974 — 1976
Bachelor of Arts (B.A.), Accounting and Business/Management
Farmers Insurance December 2014 - Present
Real Estate July 2005 - July 2014
Mission Hills Mortgage Broker January 2009 - August 2010
Sign-A-Rama July 2004 - July 2006
Cerritos Community College District July 1974 - July 2005
Lincoln Financial Advisors June 1995 - July 2000
Shasta County Sheriff Department July 1972 - July 1974
City of Orange Police Department July 1970 - June 1972
Skills
auto insurance, Property & Casualty..., Commercial Insurance, liability insurance, malpractice insurance, renters insurance, errors and omissions..., business owners..., life and disability..., homeowners insurance, liability umbrella..., workers compensation..., medi-care insurance..., health insurance, annuities, 401K, and..., accounting, Management, Real Estate, Residential Mortgage..., QuickBooks, MS Excel, Payroll Services, Auto Sales, Chief Financial Officer, Auto Financing, Personal Income Tax..., Finance, Sales, Budgeting, Public Safety, Customer Service, Professional Bookkeeper, Mortgage Lending
Education
University of Southern California 1976 — 1978
Master of Science (M.S.), Educational Leadership and Administration, General
California State University-Fullerton 1974 — 1976
Bachelor of Arts (B.A.), Accounting and Business/Management
Jason M. Brown Jason M. Brown's Lincoln Financial Advisors Experience 2004 - 2006
Job Enterprise Customer Success Executive
Industry Internet
Experience
Entelo September 2015 - Present
Deloitte Consulting October 2011 - September 2015
Kinetic Cycles 2007 - 2012
AgraQuest, Inc. 2010 - 2011
Redfern Development 2005 - 2009
InMoTx, Inc. 2007 - 2008
Lincoln Financial Advisors 2004 - 2006
Skills
Strategy, Start-ups, SaaS, Business Development, Client Services, Consulting, Customer Success, Change Management, HR Transformation, Technology Adoption, Workday, Business Process..., Project Management, Financial Modeling, Mergers & Acquisitions, Talent Management, Personnel Management, Business Process, Cloud Applications, Big Data Analytics, Predictive Analytics, HR Service Delivery, Global Client Management
Education
University of California, Davis - Graduate School of Management
MBA, Organizational Behavior / Strategy
Brigham Young University
BS, Management/Finance
Entelo September 2015 - Present
Deloitte Consulting October 2011 - September 2015
Kinetic Cycles 2007 - 2012
AgraQuest, Inc. 2010 - 2011
Redfern Development 2005 - 2009
InMoTx, Inc. 2007 - 2008
Lincoln Financial Advisors 2004 - 2006
Skills
Strategy, Start-ups, SaaS, Business Development, Client Services, Consulting, Customer Success, Change Management, HR Transformation, Technology Adoption, Workday, Business Process..., Project Management, Financial Modeling, Mergers & Acquisitions, Talent Management, Personnel Management, Business Process, Cloud Applications, Big Data Analytics, Predictive Analytics, HR Service Delivery, Global Client Management
Education
University of California, Davis - Graduate School of Management
MBA, Organizational Behavior / Strategy
Brigham Young University
BS, Management/Finance
Sam Clark's Lincoln Financial Advisors Experience July 1999 - February 2013
Job Partner, Integrated Financial Group
Industry Financial Services
Experience
Integrated Financial Group January 1989 - Present
Lincoln Financial Advisors July 1999 - February 2013
John Hancock Financial Services June 1989 - July 1999
Skills
Business Strategy, Estate Planning, Risk Management, Strategic Planning, Management Consulting, Tax Advisory, Investments, Strategic Financial..., Wealth Management, Financial Analysis, Succession Planning, Finance, Asset Management, Strategy Coordinator, Business Planning, Business Development, Estate Tax Planning, Financial Modeling, Financial Planners, Financial Reporting, Investment Strategies, Mergers, New Business Development, Personal Finance, Private Equity, Real Estate, Retirement Planning, Start-ups, Strategy, Tax, Wealth, Small Business, Entrepreneurship, Wealth Accumulation, Due Diligence, Investment Advisory, Valuation, Management, Financial Advisory, Wealth Management...
Education
Ricks College 1982 — 1984
Bachelor of Business Administration (B.B.A.)
Integrated Financial Group January 1989 - Present
Lincoln Financial Advisors July 1999 - February 2013
John Hancock Financial Services June 1989 - July 1999
Skills
Business Strategy, Estate Planning, Risk Management, Strategic Planning, Management Consulting, Tax Advisory, Investments, Strategic Financial..., Wealth Management, Financial Analysis, Succession Planning, Finance, Asset Management, Strategy Coordinator, Business Planning, Business Development, Estate Tax Planning, Financial Modeling, Financial Planners, Financial Reporting, Investment Strategies, Mergers, New Business Development, Personal Finance, Private Equity, Real Estate, Retirement Planning, Start-ups, Strategy, Tax, Wealth, Small Business, Entrepreneurship, Wealth Accumulation, Due Diligence, Investment Advisory, Valuation, Management, Financial Advisory, Wealth Management...
Education
Ricks College 1982 — 1984
Bachelor of Business Administration (B.B.A.)
Jennifer Boudreau's Lincoln Financial Advisors Experience 2002 - 2003
Job New Business Analyst
Industry Financial Services
Experience
Financial Partners Group March 2015 - Present
Georgetown Financial Group, Inc. 2005 - 2006
Tower Square Securities, Inc. 2004 - 2005
Tower Square Securities 2003 - 2004
Lincoln Financial Advisors 2002 - 2003
Lincoln Financial Advisors 2000 - 2002
Skills
Marketing, Wellness, Nutrition, Public Speaking, Customer Service, Customer Retention, Relationship Marketing, Personal Training, Social Networking, Small Business, Training, Entrepreneurship, Blogging, Coaching, Leadership Development, Home Based Business, Team Building, Management
Education
Ball State University
Indiana University-Purdue University at Fort Wayne
Financial Partners Group March 2015 - Present
Georgetown Financial Group, Inc. 2005 - 2006
Tower Square Securities, Inc. 2004 - 2005
Tower Square Securities 2003 - 2004
Lincoln Financial Advisors 2002 - 2003
Lincoln Financial Advisors 2000 - 2002
Skills
Marketing, Wellness, Nutrition, Public Speaking, Customer Service, Customer Retention, Relationship Marketing, Personal Training, Social Networking, Small Business, Training, Entrepreneurship, Blogging, Coaching, Leadership Development, Home Based Business, Team Building, Management
Education
Ball State University
Indiana University-Purdue University at Fort Wayne
James P. Martin, CFP®, CRPC, MBA James P. Martin, CFP®, CRPC, MBA's Lincoln Financial Advisors Experience July 1999 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Lincoln Financial Advisors July 1999 - Present
Fleet Financial Group July 1987 - June 1999
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1987 — 1990
MBA, Financial Services
Bryant University 1981 — 1985
Canton High School
Lincoln Financial Advisors July 1999 - Present
Fleet Financial Group July 1987 - June 1999
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1987 — 1990
MBA, Financial Services
Bryant University 1981 — 1985
Canton High School
Holly Ferguson Holly Ferguson's Lincoln Financial Advisors Experience May 2013 - May 2014
Job Corporate Accounting Intern at Enterprise RentACar
Industry Accounting
Experience
Enterprise Rent-A-Car May 2014 - Present
Lincoln Financial Advisors May 2013 - May 2014
Wawa, Inc. September 2009 - May 2013
Panera Bread June 2008 - August 2009
Skills
Customer Service, Cashiering, Time Management, Data Entry, Customer Satisfaction, Inventory Management, Cash Register, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Retail
Education
Temple University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bucks County Community College 2010 — 2012
Associate's degree, Business
Enterprise Rent-A-Car May 2014 - Present
Lincoln Financial Advisors May 2013 - May 2014
Wawa, Inc. September 2009 - May 2013
Panera Bread June 2008 - August 2009
Skills
Customer Service, Cashiering, Time Management, Data Entry, Customer Satisfaction, Inventory Management, Cash Register, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Retail
Education
Temple University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bucks County Community College 2010 — 2012
Associate's degree, Business
Hoang Trang's Lincoln Financial Advisors Experience 2010 - 2012
Job International Trade Specialist at H&H Trade Solutions LLC
Industry International Trade and Development
Experience
H&H Trade Solutions LLC 2013 - Present
Lincoln Financial Group 2012 - 2014
Lincoln Financial Advisors 2010 - 2012
Science Central May 2010 - September 2010
Indiana University—Purdue University Fort Wayne (IPFW) August 2005 - May 2010
Skills
Financial Analysis, Online Research, Microsoft Excel, Morningstar Direct, Proposal Writing, Presentations
Education
Ball State University 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship-Marketing
Indiana University—Purdue University Fort Wayne 2005 — 2010
Bachelor's Degree, Accounting-Finance, Minor: Economics
H&H Trade Solutions LLC 2013 - Present
Lincoln Financial Group 2012 - 2014
Lincoln Financial Advisors 2010 - 2012
Science Central May 2010 - September 2010
Indiana University—Purdue University Fort Wayne (IPFW) August 2005 - May 2010
Skills
Financial Analysis, Online Research, Microsoft Excel, Morningstar Direct, Proposal Writing, Presentations
Education
Ball State University 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship-Marketing
Indiana University—Purdue University Fort Wayne 2005 — 2010
Bachelor's Degree, Accounting-Finance, Minor: Economics
Miguel Titarelli's Lincoln Financial Advisors Experience 2014 - 2014
Job Head Teaching Assistant: Introduction to Business and Ethics
Industry
Experience
Boston University School of Management January 2014 - Present
Delta Tau Delta Fraternity September 2013 - Present
Lincoln Financial Advisors 2014 - 2014
Boston University School of Management September 2012 - May 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Teamwork, English, Customer Service, Financial Analysis, Public Speaking, Data Analysis, Accounting, Team Leadership, Financial Modeling, Access
Education
Boston University 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.69
Boston University - School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Operations Management, 3.92
Boston University School of Management January 2014 - Present
Delta Tau Delta Fraternity September 2013 - Present
Lincoln Financial Advisors 2014 - 2014
Boston University School of Management September 2012 - May 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Teamwork, English, Customer Service, Financial Analysis, Public Speaking, Data Analysis, Accounting, Team Leadership, Financial Modeling, Access
Education
Boston University 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.69
Boston University - School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Operations Management, 3.92
David Grano's Lincoln Financial Advisors Experience March 2011 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors March 2011 - Present
Hill Financial Group December 2002 - November 2010
KeyBanc Capital Markets May 2002 - August 2002
Midwest Research January 2001 - January 2002
Skills
Financial Planning, Investments, Risk Management, Estate Planning, Retirement Planning, Alternative Investments, Equities, Finance, Financial Analysis, Financial Modeling, Investment Advisory, Mergers, Securities, Strategic Financial..., Wealth Management, Financial Services
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 1998
MBA, Finance Concentration
Boston University 1990 — 1994
BA, Economics
Hawken School 1983 — 1990
Lincoln Financial Advisors March 2011 - Present
Hill Financial Group December 2002 - November 2010
KeyBanc Capital Markets May 2002 - August 2002
Midwest Research January 2001 - January 2002
Skills
Financial Planning, Investments, Risk Management, Estate Planning, Retirement Planning, Alternative Investments, Equities, Finance, Financial Analysis, Financial Modeling, Investment Advisory, Mergers, Securities, Strategic Financial..., Wealth Management, Financial Services
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 1998
MBA, Finance Concentration
Boston University 1990 — 1994
BA, Economics
Hawken School 1983 — 1990
Mitul J. Patel, CFA, FRM Mitul J. Patel, CFA, FRM's Lincoln Financial Advisors Experience July 2008 - December 2008
Job Associate PMG Cash/Liquidity Management at BlackRock
Industry Financial Services
Experience
BlackRock January 2014 - Present
BlackRock September 2013 - Present
BlackRock August 2010 - September 2013
Temple University August 2009 - December 2009
UBS Financial Services June 2009 - August 2009
Lincoln Financial Advisors July 2008 - December 2008
Amerigas Propane, Inc September 2006 - December 2006
Mandavi Bank June 2004 - August 2004
Skills
Valuation, Financial Statement..., Quantitative Analytics, Microsoft Office, Management, Analytical Skills, LBO, Financial Modeling, Bloomberg, Financial Analysis, Fixed Income, Risk Management, Finance, Investments, Portfolio Management, Analysis
Education
SIES Graduate School Of Technology
CFA Institute
CFA Institute
GARP
FRM
Temple University 2008 — 2009
Masters of Science, Accounting and Financial Management; Scholastic
Temple University 2003 — 2007
Bachelor, Business Administration; Finance; Risk Management and Insurance; Real Estate; Risk Management
Investment Banking Institute 2011 — 2011
Finance Modeling Course, Investment Banking- Valuation Modeling
BlackRock January 2014 - Present
BlackRock September 2013 - Present
BlackRock August 2010 - September 2013
Temple University August 2009 - December 2009
UBS Financial Services June 2009 - August 2009
Lincoln Financial Advisors July 2008 - December 2008
Amerigas Propane, Inc September 2006 - December 2006
Mandavi Bank June 2004 - August 2004
Skills
Valuation, Financial Statement..., Quantitative Analytics, Microsoft Office, Management, Analytical Skills, LBO, Financial Modeling, Bloomberg, Financial Analysis, Fixed Income, Risk Management, Finance, Investments, Portfolio Management, Analysis
Education
SIES Graduate School Of Technology
CFA Institute
CFA Institute
GARP
FRM
Temple University 2008 — 2009
Masters of Science, Accounting and Financial Management; Scholastic
Temple University 2003 — 2007
Bachelor, Business Administration; Finance; Risk Management and Insurance; Real Estate; Risk Management
Investment Banking Institute 2011 — 2011
Finance Modeling Course, Investment Banking- Valuation Modeling
Michael J. Carlucci, MBA, CFP Michael J. Carlucci, MBA, CFP's Lincoln Financial Advisors Experience January 2007 - April 2009
Job Independent Certified Financial Planner Providing Families and Small Businesses with Comprehensive Financial Planning
Industry Financial Services
Experience
MJC Advanced Financial Strategies, LLC April 2009 - Present
Lincoln Financial Advisors January 2007 - April 2009
MJC Capital Corp. 2001 - 2007
Whale Securities and EBI Securities 1995 - 2001
Skills
Estate Planning..., Financial Planning, Wealth Management, Retirement Planning, Investments, Asset Management, Investment Advisory, Asset Allocation, 401k, Annuities, Mutual Funds, Succession Planning, Portfolio Management, Insurance, Employee Benefits, Retirement, Long Term Care, Series 7, Asset Protection, Budgeting, Trusts, Alternative Investments, Financial Analysis, Estate Planning, Wealth Management..., Fixed Annuities, Financial Advisory, Long-term Care, Strategic Financial..., Securities, Life Insurance, Disability Insurance, Financial Services, Bonds
Education
College for Financial Planning 2011 — 2012
Master's Certificate, Estate Planning
Fairleigh Dickinson University 2005 — 2006
CFP classes and certification, CFP
City University of New York-Baruch College 1988 — 1992
MBA, Management
Saint John's University 1984 — 1988
B.S., Finance, Graduated with a 3.67 GPA
Port Richmond High School 1981 — 1984
High School
MJC Advanced Financial Strategies, LLC April 2009 - Present
Lincoln Financial Advisors January 2007 - April 2009
MJC Capital Corp. 2001 - 2007
Whale Securities and EBI Securities 1995 - 2001
Skills
Estate Planning..., Financial Planning, Wealth Management, Retirement Planning, Investments, Asset Management, Investment Advisory, Asset Allocation, 401k, Annuities, Mutual Funds, Succession Planning, Portfolio Management, Insurance, Employee Benefits, Retirement, Long Term Care, Series 7, Asset Protection, Budgeting, Trusts, Alternative Investments, Financial Analysis, Estate Planning, Wealth Management..., Fixed Annuities, Financial Advisory, Long-term Care, Strategic Financial..., Securities, Life Insurance, Disability Insurance, Financial Services, Bonds
Education
College for Financial Planning 2011 — 2012
Master's Certificate, Estate Planning
Fairleigh Dickinson University 2005 — 2006
CFP classes and certification, CFP
City University of New York-Baruch College 1988 — 1992
MBA, Management
Saint John's University 1984 — 1988
B.S., Finance, Graduated with a 3.67 GPA
Port Richmond High School 1981 — 1984
High School
Linda Davies Linda Davies's Lincoln Financial Advisors Experience 2006 - 2009
Job Aide at ESL (English as a Second Language) Class
Industry Nonprofit Organization Management
Experience
ESL (English as a Second Language) Class January 2012 - Present
Jehoshua House Ministry January 2010 - Present
Lincoln Financial Advisors 2006 - 2009
MetLife 1982 - 1997
Skills
Insurance, Financial Planning, Retirement Planning, Estate Planning, Investments, Wealth Management, Series 7, Asset Management, Securities, Wealth Accumulation, Asset Allocation, Mutual Funds, Annuities, Investment Strategies, IRA's, Health Insurance, Employee Benefits, Corporate Finance, IRAs, Retirement, Asset Managment, Fixed Annuities, Strategic Financial..., Financial Planners, 401k, Leadership, Risk Management, Long-term Care, Customer Service, Volunteer Management, Microsoft Office, Nonprofits, Small Business
Education
Bryn Mawr College
Designations, CLU, ChFC
ESL (English as a Second Language) Class January 2012 - Present
Jehoshua House Ministry January 2010 - Present
Lincoln Financial Advisors 2006 - 2009
MetLife 1982 - 1997
Skills
Insurance, Financial Planning, Retirement Planning, Estate Planning, Investments, Wealth Management, Series 7, Asset Management, Securities, Wealth Accumulation, Asset Allocation, Mutual Funds, Annuities, Investment Strategies, IRA's, Health Insurance, Employee Benefits, Corporate Finance, IRAs, Retirement, Asset Managment, Fixed Annuities, Strategic Financial..., Financial Planners, 401k, Leadership, Risk Management, Long-term Care, Customer Service, Volunteer Management, Microsoft Office, Nonprofits, Small Business
Education
Bryn Mawr College
Designations, CLU, ChFC
Daniel Weisberger Daniel Weisberger's Lincoln Financial Advisors Experience May 2013 - Present
Job Assurance Intern at PwC
Industry Financial Services
Experience
PwC June 2015 - Present
Davidson Kempner Capital Management June 2014 - Present
Lincoln Financial Advisors May 2013 - Present
Pipe Dream September 2012 - Present
Skills
Microsoft Excel, Microsoft Office, Team-oriented, Problem Analysis
Education
Amsterdam University of Applied Sciences 2013 — 2014
State University of New York at Binghamton 2011 — 2015
Bachelor of Science, Accounting
PwC June 2015 - Present
Davidson Kempner Capital Management June 2014 - Present
Lincoln Financial Advisors May 2013 - Present
Pipe Dream September 2012 - Present
Skills
Microsoft Excel, Microsoft Office, Team-oriented, Problem Analysis
Education
Amsterdam University of Applied Sciences 2013 — 2014
State University of New York at Binghamton 2011 — 2015
Bachelor of Science, Accounting
Don Magdon, CFP, CEBS Don Magdon, CFP, CEBS's Lincoln Financial Advisors Experience April 2015 - Present
Job Wealth Planning Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors April 2015 - Present
Integrated Financial Solutions March 1986 - Present
Skills
Personal Finance, Managed Money, Retirement Planning, Retirement Income..., Business Planning, Exit Strategies, Executive Compensation, Asset Protection, Asset Allocation, Retirement, Wealth, Executive Pay, Financial Planners, Estate Planning, Strategic Financial..., Risk Management, IRAs, Financial Planning
Education
Wharton Business School 1992 — 1993
Certified Employee Benefits Specialist, Finance
College of Financial Planning 1991 — 1992
Certified Financial Planner, Financial Planning
Arizona State University 1983 — 1986
Bachelor's degree, Finance
Lincoln Financial Advisors April 2015 - Present
Integrated Financial Solutions March 1986 - Present
Skills
Personal Finance, Managed Money, Retirement Planning, Retirement Income..., Business Planning, Exit Strategies, Executive Compensation, Asset Protection, Asset Allocation, Retirement, Wealth, Executive Pay, Financial Planners, Estate Planning, Strategic Financial..., Risk Management, IRAs, Financial Planning
Education
Wharton Business School 1992 — 1993
Certified Employee Benefits Specialist, Finance
College of Financial Planning 1991 — 1992
Certified Financial Planner, Financial Planning
Arizona State University 1983 — 1986
Bachelor's degree, Finance
Si Wang Si Wang's Lincoln Financial Advisors Experience April 2011 - March 2012
Job Administrator at Estee Lauder Companies, Bobbi Brown, La Mer & Jo Malone
Industry Financial Services
Experience
Estee Lauder Companies, Bobbi Brown, La Mer & Jo Malone July 2012 - Present
Lincoln Financial Advisors April 2011 - March 2012
Hamilton Green & Company August 2010 - March 2012
MFI Securities, LP – Hedge Fund January 2008 - July 2010
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance and Investment
Estee Lauder Companies, Bobbi Brown, La Mer & Jo Malone July 2012 - Present
Lincoln Financial Advisors April 2011 - March 2012
Hamilton Green & Company August 2010 - March 2012
MFI Securities, LP – Hedge Fund January 2008 - July 2010
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance and Investment
Maria Klioutcheva, CFA Maria Klioutcheva, CFA's Lincoln Financial Advisors Experience August 2005 - December 2005
Job Associate Analyst Stifel Equity Research
Industry Research
Experience
Stifel Financial Corp. February 2015 - Present
Bermuda Investment Advisory Services Limited June 2014 - January 2015
VisualDoD, LLC April 2013 - May 2014
Morgan Stanley June 2012 - January 2013
Federal Reserve Board October 2009 - June 2012
Federal Reserve Board January 2006 - September 2009
Lincoln Financial Advisors August 2005 - December 2005
Morgan Stanley 2002 - 2002
Skills
Capital Markets, Banking, Research, Financial Analysis, Investor Relations, Writing, Financial Statement..., Equity Valuation, Economic Policy, Monetary Policy, Systemic Risk, Bloomberg Terminal, Modeling, International Economics, Financial Markets, Economics, Networking, Analysis, Portfolio Management, Project Management, Credit Risk, Equity Research, Hedge Funds, Macroeconomics, Options, Investments, Bloomberg, Fixed Income, Series 7, French, Financial Modeling, Derivatives, Asset Management, Asset Allocation, Investment Strategies, Wealth Management, Investment Management
Education
The George Washington University - School of Business 2007 — 2009
Master of Science in Finance, Finance
The George Washington University 2001 — 2005
Bachelor of Arts, International Affairs, Economics, Business Administration
Institut d'Etudes politiques de Paris 2003 — 2003
Blekinge Institute of Technology 2010 — 2010
Distance Learning Course, Introduction to Strategic Sustainable Development
Middlebury College 2002 — 2002
French Immersion Program
Stifel Financial Corp. February 2015 - Present
Bermuda Investment Advisory Services Limited June 2014 - January 2015
VisualDoD, LLC April 2013 - May 2014
Morgan Stanley June 2012 - January 2013
Federal Reserve Board October 2009 - June 2012
Federal Reserve Board January 2006 - September 2009
Lincoln Financial Advisors August 2005 - December 2005
Morgan Stanley 2002 - 2002
Skills
Capital Markets, Banking, Research, Financial Analysis, Investor Relations, Writing, Financial Statement..., Equity Valuation, Economic Policy, Monetary Policy, Systemic Risk, Bloomberg Terminal, Modeling, International Economics, Financial Markets, Economics, Networking, Analysis, Portfolio Management, Project Management, Credit Risk, Equity Research, Hedge Funds, Macroeconomics, Options, Investments, Bloomberg, Fixed Income, Series 7, French, Financial Modeling, Derivatives, Asset Management, Asset Allocation, Investment Strategies, Wealth Management, Investment Management
Education
The George Washington University - School of Business 2007 — 2009
Master of Science in Finance, Finance
The George Washington University 2001 — 2005
Bachelor of Arts, International Affairs, Economics, Business Administration
Institut d'Etudes politiques de Paris 2003 — 2003
Blekinge Institute of Technology 2010 — 2010
Distance Learning Course, Introduction to Strategic Sustainable Development
Middlebury College 2002 — 2002
French Immersion Program
Carol Hunold Carol Hunold's Lincoln Financial Advisors Experience 2002 - 2005
Job Director of Development at Sisters of St. Joseph of Orange
Industry Fund-Raising
Experience
Sisters of St. Joseph of Orange July 2013 - Present
Resources Global Professionals September 2011 - Present
Non-Profit Foundation May 2012 - May 2013
Rosary High School November 2006 - March 2010
Orange Catholic Foundation November 2005 - November 2006
Lincoln Financial Advisors 2002 - 2005
eosbank 2000 - 2002
Atlas Securities 1994 - 2000
Scudder Investments 1980 - 1986
Skills
Fundraising, Organizational..., Accounts Receivable, Strategic Planning, Volunteering, Nonprofits, Non-profits, Investments, Budgets, Financial Services, Management Consulting, Small Business, Executive Management, Executive Coaching, Leadership Development, Finance, Management
Education
California State University-Fullerton 1971 — 1977
Bachelor of Arts, Speech Communication
Marywood High School
Other
San Diego State University-California State University
Sisters of St. Joseph of Orange July 2013 - Present
Resources Global Professionals September 2011 - Present
Non-Profit Foundation May 2012 - May 2013
Rosary High School November 2006 - March 2010
Orange Catholic Foundation November 2005 - November 2006
Lincoln Financial Advisors 2002 - 2005
eosbank 2000 - 2002
Atlas Securities 1994 - 2000
Scudder Investments 1980 - 1986
Skills
Fundraising, Organizational..., Accounts Receivable, Strategic Planning, Volunteering, Nonprofits, Non-profits, Investments, Budgets, Financial Services, Management Consulting, Small Business, Executive Management, Executive Coaching, Leadership Development, Finance, Management
Education
California State University-Fullerton 1971 — 1977
Bachelor of Arts, Speech Communication
Marywood High School
Other
San Diego State University-California State University
Joseph C. Breakstone's Lincoln Financial Advisors Experience February 2013 - Present
Job Operations Lead/Registered Principal at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors February 2013 - Present
Spartan Capital Securities, LLC September 2012 - December 2012
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Islip High School 2004 — 2008
Lincoln Financial Advisors February 2013 - Present
Spartan Capital Securities, LLC September 2012 - December 2012
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Islip High School 2004 — 2008
Thomas E. Vieira's Lincoln Financial Advisors Experience 2004 - Present
Job
Industry Financial Services
Experience
Lincoln Financial Advisors 2004 - Present
Keefe, Bruyette & Woods 2002 - 2003
Fidelity Investments 1993 - 2002
Jesuit International Volunteer 1991 - 1992
Skills
Investments, Wealth, Financial Services, Retirement Planning, Securities, Investment Strategies, Mutual Funds, Financial Planning, Series 7, Equities, Wealth Management, Portfolio Management, Investment Advisory, Asset Management, Asset Allocation, Financial Analysis
Education
Boston College 1987 — 1991
Bachelor of Arts (B.A.), Economics
St. Joseph's Preparatory School 1983 — 1987
Lincoln Financial Advisors 2004 - Present
Keefe, Bruyette & Woods 2002 - 2003
Fidelity Investments 1993 - 2002
Jesuit International Volunteer 1991 - 1992
Skills
Investments, Wealth, Financial Services, Retirement Planning, Securities, Investment Strategies, Mutual Funds, Financial Planning, Series 7, Equities, Wealth Management, Portfolio Management, Investment Advisory, Asset Management, Asset Allocation, Financial Analysis
Education
Boston College 1987 — 1991
Bachelor of Arts (B.A.), Economics
St. Joseph's Preparatory School 1983 — 1987
Pedro M. Rojas Pedro M. Rojas's Lincoln Financial Advisors Experience September 2010 - June 2011
Job Consultant, Global Pricing, Reimbursement and Access at Eli Lilly and Company
Industry Pharmaceuticals
Experience
Eli Lilly Leadership Development Program May 2015 - Present
Eli Lilly and Company September 2014 - Present
City University of New York, Zicklin School of Business August 2012 - May 2014
Eli Lilly and Company June 2013 - August 2013
Columbia University College of Dental Medicine February 2011 - June 2011
Lincoln Financial Advisors September 2010 - June 2011
Merck March 2009 - April 2010
Oligomerix, Inc November 2006 - March 2009
Q-RNA, Inc August 2003 - November 2006
Hunter College September 2000 - December 2003
Skills
Biotechnology, Molecular Biology, Research, Microsoft Office, Excel, Word, Public Speaking, Writing, Analysis, Problem Solving, PowerPoint, Data Analysis, Teaching, Budgeting, Contract Negotiation, Life Sciences, Team Building, Business Strategy, Process Improvement, Microsoft Excel, Financial Analysis, Project Management, Budgets, Due Diligence, Business Planning, Marketing, Strategy, Marketing Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Business Administration (M.B.A.), International Business & Marketing
Purchase College, State University of New 2010 — 2011
Bachelors of Arts, Liberal Arts, Sustainability, History
Hunter College, City University of New York New
Masters of Arts, Biotechnology;Cell, Developmental, Genetics & Molecular Biology
Hunter College, City University of New York New
Bachelors of Arts, Biological Science; Molecular, Cell and Developmental Biology
Eli Lilly Leadership Development Program May 2015 - Present
Eli Lilly and Company September 2014 - Present
City University of New York, Zicklin School of Business August 2012 - May 2014
Eli Lilly and Company June 2013 - August 2013
Columbia University College of Dental Medicine February 2011 - June 2011
Lincoln Financial Advisors September 2010 - June 2011
Merck March 2009 - April 2010
Oligomerix, Inc November 2006 - March 2009
Q-RNA, Inc August 2003 - November 2006
Hunter College September 2000 - December 2003
Skills
Biotechnology, Molecular Biology, Research, Microsoft Office, Excel, Word, Public Speaking, Writing, Analysis, Problem Solving, PowerPoint, Data Analysis, Teaching, Budgeting, Contract Negotiation, Life Sciences, Team Building, Business Strategy, Process Improvement, Microsoft Excel, Financial Analysis, Project Management, Budgets, Due Diligence, Business Planning, Marketing, Strategy, Marketing Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Business Administration (M.B.A.), International Business & Marketing
Purchase College, State University of New 2010 — 2011
Bachelors of Arts, Liberal Arts, Sustainability, History
Hunter College, City University of New York New
Masters of Arts, Biotechnology;Cell, Developmental, Genetics & Molecular Biology
Hunter College, City University of New York New
Bachelors of Arts, Biological Science; Molecular, Cell and Developmental Biology
Peter Falk, MSBA, CFP® Peter Falk, MSBA, CFP®'s Lincoln Financial Advisors Experience 2001 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors 2001 - Present
Education
San Diego State University-California State University 1999 — 2001
Masters of Science, Business Administration
Biola University 1993 — 1997
Bachelor of Arts, Humanities
Lincoln Financial Advisors 2001 - Present
Education
San Diego State University-California State University 1999 — 2001
Masters of Science, Business Administration
Biola University 1993 — 1997
Bachelor of Arts, Humanities
Justin Mulholland, MBA Justin Mulholland, MBA's Lincoln Financial Advisors Experience July 2005 - January 2007
Job CoFounder and Investment Advisor
Industry Financial Services
Experience
University Benefits March 2013 - Present
Edward Jones November 2010 - November 2012
Ecointegrated, Inc June 2008 - November 2010
Mulholland Brewing Company January 2007 - June 2008
Lincoln Financial Advisors July 2005 - January 2007
United States Air Force October 1996 - May 2004
Skills
Entrepreneurship, Start-ups, Small Business, Training, Management
Education
Post University 2008 — 2010
Masters degree, Business Administration
American Public University System 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
The Ohio State University 1994 — 1996
University Benefits March 2013 - Present
Edward Jones November 2010 - November 2012
Ecointegrated, Inc June 2008 - November 2010
Mulholland Brewing Company January 2007 - June 2008
Lincoln Financial Advisors July 2005 - January 2007
United States Air Force October 1996 - May 2004
Skills
Entrepreneurship, Start-ups, Small Business, Training, Management
Education
Post University 2008 — 2010
Masters degree, Business Administration
American Public University System 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
The Ohio State University 1994 — 1996
David J. Fabos David J. Fabos's Lincoln Financial Advisors Experience 2010 - Present
Job Business Operations Manager/ Principal Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors 2010 - Present
E*TRADE Financial January 2001 - March 2010
Dempsey & Company January 1998 - January 2001
Highlander Securities January 1994 - January 1998
R.C. Wilson & Company January 1981 - December 1994
Skills
Mutual Funds, Investments, Bonds, Microsoft Excel, Access, QuickBooks, Trading Systems, Capital Markets, Microsoft Office, Financial Markets, Equity Trading, FINRA, Alternative Investments, SQL, Bloomberg Terminal, Thomson One, Brass, Financial Services, Microsoft Works, Excel, C++, Sungard, pershing 360, FBSI, Windows 7, Windows XP Professional, Series 7, Series 63, Series 24, Series 65, series 53, series 4, series 55, Vice Presidents, Operations Management, Risk Management, General Securities..., Securities, Equities, Options, Trading, Finance, Bloomberg, Management, Electronic Trading, Fixed Income, Financial Risk, Financial Planning, Portfolio Management, Financial Analysis
Education
American Public University 2014 — 2015
Master's Degree, Accounting and Finance, A
Colorado Technical University 2010 — 2011
Bachelor of Science (B.S.), Accounting
DePaul University 1981 — 1985
Associate's degree, Accounting
Lincoln Financial Advisors 2010 - Present
E*TRADE Financial January 2001 - March 2010
Dempsey & Company January 1998 - January 2001
Highlander Securities January 1994 - January 1998
R.C. Wilson & Company January 1981 - December 1994
Skills
Mutual Funds, Investments, Bonds, Microsoft Excel, Access, QuickBooks, Trading Systems, Capital Markets, Microsoft Office, Financial Markets, Equity Trading, FINRA, Alternative Investments, SQL, Bloomberg Terminal, Thomson One, Brass, Financial Services, Microsoft Works, Excel, C++, Sungard, pershing 360, FBSI, Windows 7, Windows XP Professional, Series 7, Series 63, Series 24, Series 65, series 53, series 4, series 55, Vice Presidents, Operations Management, Risk Management, General Securities..., Securities, Equities, Options, Trading, Finance, Bloomberg, Management, Electronic Trading, Fixed Income, Financial Risk, Financial Planning, Portfolio Management, Financial Analysis
Education
American Public University 2014 — 2015
Master's Degree, Accounting and Finance, A
Colorado Technical University 2010 — 2011
Bachelor of Science (B.S.), Accounting
DePaul University 1981 — 1985
Associate's degree, Accounting
Michelle Gross Michelle Gross's Lincoln Financial Advisors Experience 2002 - 2005
Job Patent Attorney at Booth Udall Fuller, PLC and Professor of Practice at Arizona State University
Industry Law Practice
Experience
Sandra Day O'Connor College of Law at Arizona State University August 2009 - Present
Booth Udall Fuller, PLC 2008 - Present
JPMorgan Chase 2005 - 2006
Lincoln Financial Advisors 2002 - 2005
Skills
Patents, Patent preparation, Intellectual Property, Trademark Prosecution, Trademark Infringement, Trade Secrets, Patent Analysis, Patent Drafting, Patent Strategy, Patent Portfolio..., Patentability, Licensing, Licensing Agreements, Software Licensing, Trademarks, Analysis, Start-ups, Legal Opinions, Copyright Law, Entrepreneurship, Prosecution, Invention, Legal Writing, Patent Applications, Legal Research, Patent Prosecution, Litigation, Appeals
Education
Arizona State University College of Law 2006 — 2009
Juris Doctor (J.D.), Cum Laude
University of Wisconsin-Madison 1997 — 2002
B.S., Physics, Finance
Sandra Day O'Connor College of Law at Arizona State University August 2009 - Present
Booth Udall Fuller, PLC 2008 - Present
JPMorgan Chase 2005 - 2006
Lincoln Financial Advisors 2002 - 2005
Skills
Patents, Patent preparation, Intellectual Property, Trademark Prosecution, Trademark Infringement, Trade Secrets, Patent Analysis, Patent Drafting, Patent Strategy, Patent Portfolio..., Patentability, Licensing, Licensing Agreements, Software Licensing, Trademarks, Analysis, Start-ups, Legal Opinions, Copyright Law, Entrepreneurship, Prosecution, Invention, Legal Writing, Patent Applications, Legal Research, Patent Prosecution, Litigation, Appeals
Education
Arizona State University College of Law 2006 — 2009
Juris Doctor (J.D.), Cum Laude
University of Wisconsin-Madison 1997 — 2002
B.S., Physics, Finance
Mary Margaret Cooke Mary Margaret Cooke's Lincoln Financial Advisors Experience May 2008 - May 2009
Job Regional Branch Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Harbor Light Securities, LLC Harbor Light Investment Advisors, LLC August 2011 - October 2012
AIG Advisor Group June 2010 - July 2011
Piedmont Financial, LLC a General Agency of Massmutual Life Insurance Co. (MassMutual) May 2009 - May 2010
Lincoln Financial Advisors May 2008 - May 2009
SunTrust Investment Services, Inc. March 2003 - May 2007
Financial Industry Regulatory Authority May 2000 - October 2002
Banc of America Investments November 1986 - December 1999
Skills
FINRA, Series 7, Series 24, Mutual Funds, Investments, Fixed Annuities, Investment Advisory, Uniform Combined State..., Wealth Management, Equities, Insurance, AML, Retirement Planning, Risk Management, Asset Managment, Financial Services, Options, Portfolio Management, Fixed Income, Alternative Investments, 401k, Asset Allocation, Financial Risk, Trading, Investment Management, Life Insurance, KYC, IRAs, Investment Strategies, Securities, Financial Advisory, Banking
Education
Agnes Scott College 1982 — 1986
BA, Mathematics
Arlington Schools 1978 — 1982
Woodward Academy
Wells Fargo Advisors November 2012 - Present
Harbor Light Securities, LLC Harbor Light Investment Advisors, LLC August 2011 - October 2012
AIG Advisor Group June 2010 - July 2011
Piedmont Financial, LLC a General Agency of Massmutual Life Insurance Co. (MassMutual) May 2009 - May 2010
Lincoln Financial Advisors May 2008 - May 2009
SunTrust Investment Services, Inc. March 2003 - May 2007
Financial Industry Regulatory Authority May 2000 - October 2002
Banc of America Investments November 1986 - December 1999
Skills
FINRA, Series 7, Series 24, Mutual Funds, Investments, Fixed Annuities, Investment Advisory, Uniform Combined State..., Wealth Management, Equities, Insurance, AML, Retirement Planning, Risk Management, Asset Managment, Financial Services, Options, Portfolio Management, Fixed Income, Alternative Investments, 401k, Asset Allocation, Financial Risk, Trading, Investment Management, Life Insurance, KYC, IRAs, Investment Strategies, Securities, Financial Advisory, Banking
Education
Agnes Scott College 1982 — 1986
BA, Mathematics
Arlington Schools 1978 — 1982
Woodward Academy
Shamika Minisee, MS Mgt Shamika Minisee, MS Mgt's Lincoln Financial Advisors Experience December 2001 - February 2005
Job Entrepreneur/Contract Specialist
Industry Program Development
Experience
Executive Marketing Group July 2010 - Present
US Army Contracting Command February 2010 - Present
Presidential Concrete LLC July 2005 - August 2012
CSC September 2008 - January 2010
Westar Aerospace & Defense Group October 2005 - September 2008
Ameriquest Mortgage Co February 2005 - September 2008
Lincoln Financial Advisors December 2001 - February 2005
Skills
Strategic Planning, Recruiting, Process Improvement, Project Management, Database Admin, Competitive Analysis, Event Planning, MIS, Labor Relations, Forecasting, Data Analysis, Small Business, Program Management, Procurement, Analysis, CRM, Change Management, Contract Management, Contract Negotiation, Integration, Management, MS Project, Project Planning, Strategy, System Administration, Proposal Writing, Budgets, Leadership, Marketing, Software Documentation, Coaching, Government, Training, Security, Mergers & Acquisitions, Negotiation
Education
Defense Acquisition University 2011 — 2014
Level II Certification
Florida Institute of Technology 2006 — 2007
Masters
Alabama Agricultural and Mechanical University 2000 — 2004
Bachelors
Executive Marketing Group July 2010 - Present
US Army Contracting Command February 2010 - Present
Presidential Concrete LLC July 2005 - August 2012
CSC September 2008 - January 2010
Westar Aerospace & Defense Group October 2005 - September 2008
Ameriquest Mortgage Co February 2005 - September 2008
Lincoln Financial Advisors December 2001 - February 2005
Skills
Strategic Planning, Recruiting, Process Improvement, Project Management, Database Admin, Competitive Analysis, Event Planning, MIS, Labor Relations, Forecasting, Data Analysis, Small Business, Program Management, Procurement, Analysis, CRM, Change Management, Contract Management, Contract Negotiation, Integration, Management, MS Project, Project Planning, Strategy, System Administration, Proposal Writing, Budgets, Leadership, Marketing, Software Documentation, Coaching, Government, Training, Security, Mergers & Acquisitions, Negotiation
Education
Defense Acquisition University 2011 — 2014
Level II Certification
Florida Institute of Technology 2006 — 2007
Masters
Alabama Agricultural and Mechanical University 2000 — 2004
Bachelors
Jessica Wadd Jessica Wadd's Lincoln Financial Advisors Experience August 2005 - September 2006
Job Principal at Vantage Partners
Industry Management Consulting
Experience
Vantage Partners July 2007 - Present
Lincoln Financial Network September 2006 - June 2007
Lincoln Financial Advisors August 2005 - September 2006
Lincoln Financial Group August 2003 - September 2006
Lincoln Life & Annuity August 2004 - August 2005
Lincoln Financial Distributors August 2003 - August 2004
Vredenburg, Inc. June 2002 - August 2003
Bryn Mawr College Dining Services September 1999 - May 2003
Skills
Project Management, Strategy, Data Analysis, Recruiting, Business Development, Marketing Communications, Change Management, Supply Chain Management, Marketing Strategy, Management Consulting, Marketing, Negotiation, Program Management, Outsourcing, Business Strategy, Management, Strategic Alliances
Education
University of Nottingham 2012 — 2013
Master of Science (MSc), Behavioral Economics
Bryn Mawr College 1999 — 2003
A.B., English & Economics
Vantage Partners July 2007 - Present
Lincoln Financial Network September 2006 - June 2007
Lincoln Financial Advisors August 2005 - September 2006
Lincoln Financial Group August 2003 - September 2006
Lincoln Life & Annuity August 2004 - August 2005
Lincoln Financial Distributors August 2003 - August 2004
Vredenburg, Inc. June 2002 - August 2003
Bryn Mawr College Dining Services September 1999 - May 2003
Skills
Project Management, Strategy, Data Analysis, Recruiting, Business Development, Marketing Communications, Change Management, Supply Chain Management, Marketing Strategy, Management Consulting, Marketing, Negotiation, Program Management, Outsourcing, Business Strategy, Management, Strategic Alliances
Education
University of Nottingham 2012 — 2013
Master of Science (MSc), Behavioral Economics
Bryn Mawr College 1999 — 2003
A.B., English & Economics
Scott Deaton, CFP's Lincoln Financial Advisors Experience August 2003 - October 2010
Job Vice President, PNC Bank, NA
Industry Banking
Experience
PNC Financial Services Group October 2010 - Present
Lincoln Financial Advisors August 2003 - October 2010
ExxonMobil April 1989 - June 2003
Skills
Investments, Mutual Funds, Insurance, Strategic Planning, Financial Analysis, Risk Management, Portfolio Management, Wealth Management, Financial Services, Strategy, Forecasting, Financial Risk, Banking, Product Marketing, Product Management, Executive Management, Vendor Management, Financial Advisory, Mergers, Product Development, Product Lifecycle..., Alternative Investments
Education
American University - Kogod School of Business
MBA, Finance
University of Wisconsin-Eau Claire
BBA, Finance
PNC Financial Services Group October 2010 - Present
Lincoln Financial Advisors August 2003 - October 2010
ExxonMobil April 1989 - June 2003
Skills
Investments, Mutual Funds, Insurance, Strategic Planning, Financial Analysis, Risk Management, Portfolio Management, Wealth Management, Financial Services, Strategy, Forecasting, Financial Risk, Banking, Product Marketing, Product Management, Executive Management, Vendor Management, Financial Advisory, Mergers, Product Development, Product Lifecycle..., Alternative Investments
Education
American University - Kogod School of Business
MBA, Finance
University of Wisconsin-Eau Claire
BBA, Finance
Wiley Moody Wiley Moody's Lincoln Financial Advisors Experience May 2004 - Present
Job Director of Planning at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2004 - Present
Lincoln Financial Advisors May 2004 - March 2009
Skills
Retirement Planning, Estate Planning, Asset Allocation, 401k, Retirement, Investment Advisory, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Investment Strategies, Investments, Financial Advisory, Wealth Management..., Finance, Financial Planning
Education
Middle Tennessee State University 2002 — 2005
Belmont University 2000 — 2002
Music Business
Lincoln Financial Advisors May 2004 - Present
Lincoln Financial Advisors May 2004 - March 2009
Skills
Retirement Planning, Estate Planning, Asset Allocation, 401k, Retirement, Investment Advisory, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Investment Strategies, Investments, Financial Advisory, Wealth Management..., Finance, Financial Planning
Education
Middle Tennessee State University 2002 — 2005
Belmont University 2000 — 2002
Music Business
Krista Susanne Kramer, CRPC®'s Lincoln Financial Advisors Experience 2005 - Present
Job Retirement Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors 2005 - Present
Skills
Series 6, Series 63, CRPC
Education
Ball State University
Lincoln Financial Advisors 2005 - Present
Skills
Series 6, Series 63, CRPC
Education
Ball State University
Brandon Borah's Lincoln Financial Advisors Experience June 2008 - August 2008
Job Leasing Support Analyst at Simon Property Group
Industry Real Estate
Experience
Simon Property Group March 2015 - Present
Simon Property Group May 2011 - April 2015
Simon Property Group March 2013 - March 2015
Simon Property Group September 2012 - March 2013
Simon Property Group May 2011 - September 2012
Katz,Sapper, and Miller, CPAs January 2011 - April 2011
Lincoln Financial Advisors June 2008 - August 2008
Primerica Financial Advisors May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Accounts Receivable, Project Management, Accounting, Public Relations, Financial Analysis, Internal Audit, Public Speaking, Selling, PowerPoint, Teamwork, Financial Accounting, Forecasting, Finance, Research, Training, Management, Account Management, Event Management, Marketing Strategy, Customer Service, Social Networking, Negotiation, Recruiting, Leadership, QuickBooks, Credit, Strategic Planning, Financial Reporting, Access, Data Analysis, Contract Negotiation, Data Entry, Analysis, Event Planning, Inventory Management, Time Management, Outlook, Fundraising, Social Media Marketing, Financial Modeling, Salesforce.com, Sales, Microsoft Word, Statistical Data..., Marketing Communications, Advertising, Team Leadership, Cold Calling
Education
Ball State University 2013 — 2017
Master of Business Administration (MBA), Finance, General
Ball State University 2006 — 2010
Bachelor of Science, Accounting and Financial Analysis
Simon Property Group March 2015 - Present
Simon Property Group May 2011 - April 2015
Simon Property Group March 2013 - March 2015
Simon Property Group September 2012 - March 2013
Simon Property Group May 2011 - September 2012
Katz,Sapper, and Miller, CPAs January 2011 - April 2011
Lincoln Financial Advisors June 2008 - August 2008
Primerica Financial Advisors May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Accounts Receivable, Project Management, Accounting, Public Relations, Financial Analysis, Internal Audit, Public Speaking, Selling, PowerPoint, Teamwork, Financial Accounting, Forecasting, Finance, Research, Training, Management, Account Management, Event Management, Marketing Strategy, Customer Service, Social Networking, Negotiation, Recruiting, Leadership, QuickBooks, Credit, Strategic Planning, Financial Reporting, Access, Data Analysis, Contract Negotiation, Data Entry, Analysis, Event Planning, Inventory Management, Time Management, Outlook, Fundraising, Social Media Marketing, Financial Modeling, Salesforce.com, Sales, Microsoft Word, Statistical Data..., Marketing Communications, Advertising, Team Leadership, Cold Calling
Education
Ball State University 2013 — 2017
Master of Business Administration (MBA), Finance, General
Ball State University 2006 — 2010
Bachelor of Science, Accounting and Financial Analysis
Frank Cockrell, CFP(r), CRPC Frank Cockrell, CFP(r), CRPC's Lincoln Financial Advisors Experience November 1997 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors November 1997 - Present
Lincoln Financial Advisors November 1997 - Present
Skills
Retirement Planning,...
Education
College of Financial Planning 2001 — 2003
CFP
California State University-Chico 1993 — 1996
Bachelor of Science (B.S.), Business Administration, Option in Finance
Lincoln Financial Advisors November 1997 - Present
Lincoln Financial Advisors November 1997 - Present
Skills
Retirement Planning,...
Education
College of Financial Planning 2001 — 2003
CFP
California State University-Chico 1993 — 1996
Bachelor of Science (B.S.), Business Administration, Option in Finance
Peter M Wierzbicki Peter M Wierzbicki's Lincoln Financial Advisors Experience April 1989 - January 2003
Job Private Wealth Management & Financial Advisor
Industry Financial Services
Experience
Cambridge Investment Research Advisors February 2003 - Present
Lincoln Financial Advisors April 1989 - January 2003
Skills
Investment Advisory, Portfolio Management, Retirement Planning, Financial Planning, Retirement Plan..., Asset Allocation, Asset Managment, Strategic Financial...
Education
Cal Poly San Luis Obispo 1983 — 1988
Bachelor's degree, Economics
Cambridge Investment Research Advisors February 2003 - Present
Lincoln Financial Advisors April 1989 - January 2003
Skills
Investment Advisory, Portfolio Management, Retirement Planning, Financial Planning, Retirement Plan..., Asset Allocation, Asset Managment, Strategic Financial...
Education
Cal Poly San Luis Obispo 1983 — 1988
Bachelor's degree, Economics
Brandy McMillen-Hart's Lincoln Financial Advisors Experience January 2015 - March 2015
Job Operations Assistant at Indiana University–Purdue University Fort Wayne (IPFW)
Industry Executive Office
Experience
Indiana University–Purdue University Fort Wayne (IPFW) March 2015 - Present
Lincoln Financial Advisors January 2015 - March 2015
Hart of Chicago Web Services January 2013 - January 2015
Trilogy Behavioral Healthcare December 2013 - September 2014
Appsterdam Chicago August 2012 - December 2012
The Art Institute of Chicago October 2008 - March 2011
Cubellis January 2006 - June 2006
Atlas Galleries 2003 - 2005
Skills
Sculpture, Fundraising, Grant Writing, Community Outreach, Microsoft Office, Editing, Volunteer Management, Data Entry, Public Speaking, Microsoft Word, Outlook, Nonprofits, Event Planning, Budgets, Organization, Business Efficiency, Event Management
Education
Ashford University 2007 — 2008
B.A., Organizational Management
Mount Saint Clare College 1998 — 2002
B.A., Liberal Arts
Indiana University–Purdue University Fort Wayne (IPFW) March 2015 - Present
Lincoln Financial Advisors January 2015 - March 2015
Hart of Chicago Web Services January 2013 - January 2015
Trilogy Behavioral Healthcare December 2013 - September 2014
Appsterdam Chicago August 2012 - December 2012
The Art Institute of Chicago October 2008 - March 2011
Cubellis January 2006 - June 2006
Atlas Galleries 2003 - 2005
Skills
Sculpture, Fundraising, Grant Writing, Community Outreach, Microsoft Office, Editing, Volunteer Management, Data Entry, Public Speaking, Microsoft Word, Outlook, Nonprofits, Event Planning, Budgets, Organization, Business Efficiency, Event Management
Education
Ashford University 2007 — 2008
B.A., Organizational Management
Mount Saint Clare College 1998 — 2002
B.A., Liberal Arts
Bryan Jarman, CFA Bryan Jarman, CFA's Lincoln Financial Advisors Experience 2002 - 2004
Job Senior Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo November 2012 - Present
Hepburn Capital Management, LLC November 2011 - August 2012
Wells Fargo 2004 - October 2011
Lincoln Financial Advisors 2002 - 2004
Morgan Stanley 1999 - 2002
Ford Motor Credit Company 1996 - 1999
Skills
Russian, Asset Allocation, Alternative Investments, Investments, Wealth Management, Portfolio Management, Investment Strategies, Asset Managment, Equities, Investment Advisory, Wealth Management..., Investment Management, Fixed Income, Mutual Funds, Strategic Financial...
Education
The Johns Hopkins University - Carey Business School 1997 — 1998
MS, Finance
Arizona State University 1990 — 1996
BS, BS, Finance, Economics
Camelback High School 1986 — 1990
Wells Fargo November 2012 - Present
Hepburn Capital Management, LLC November 2011 - August 2012
Wells Fargo 2004 - October 2011
Lincoln Financial Advisors 2002 - 2004
Morgan Stanley 1999 - 2002
Ford Motor Credit Company 1996 - 1999
Skills
Russian, Asset Allocation, Alternative Investments, Investments, Wealth Management, Portfolio Management, Investment Strategies, Asset Managment, Equities, Investment Advisory, Wealth Management..., Investment Management, Fixed Income, Mutual Funds, Strategic Financial...
Education
The Johns Hopkins University - Carey Business School 1997 — 1998
MS, Finance
Arizona State University 1990 — 1996
BS, BS, Finance, Economics
Camelback High School 1986 — 1990
Carol Schulstad's Lincoln Financial Advisors Experience December 2007 - July 2008
Job Sales Supervision ManagerAdvice Supervision at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2010 - Present
First Day Photo January 2010 - April 2014
Fit Financial, Inc. July 2008 - March 2010
Lincoln Financial Advisors December 2007 - July 2008
New England Financial February 2005 - December 2007
New York Life May 1999 - January 2005
MN CC 1994 - 1997
Coopers & Lybrand Consulting January 1981 - January 1983
Skills
Insurance, Long-term Care, Series 7, Securities, Financial Advisory, Project Planning, Financial Services, Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Strategic Planning, Strategic Financial..., Coaching, Recruiting, Training, Start-ups, Leadership, Employee Benefits, Finance, Management, Business Development, Mutual Funds, Financial Planners, Investment Advisory, Series 63
Education
Brown College 1981 — 1983
Computer Programming, Mulitple Programming Languages
Mounds View High School 1970 — 1973
Grad, General
Ameriprise Financial May 2010 - Present
First Day Photo January 2010 - April 2014
Fit Financial, Inc. July 2008 - March 2010
Lincoln Financial Advisors December 2007 - July 2008
New England Financial February 2005 - December 2007
New York Life May 1999 - January 2005
MN CC 1994 - 1997
Coopers & Lybrand Consulting January 1981 - January 1983
Skills
Insurance, Long-term Care, Series 7, Securities, Financial Advisory, Project Planning, Financial Services, Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Strategic Planning, Strategic Financial..., Coaching, Recruiting, Training, Start-ups, Leadership, Employee Benefits, Finance, Management, Business Development, Mutual Funds, Financial Planners, Investment Advisory, Series 63
Education
Brown College 1981 — 1983
Computer Programming, Mulitple Programming Languages
Mounds View High School 1970 — 1973
Grad, General
Mitchell Bueter Mitchell Bueter's Lincoln Financial Advisors Experience May 1997 - November 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Ameritas Investment Corp November 2000 - Present
Lincoln Financial Advisors May 1997 - November 2000
Branch Office of Transamerica Financial Advisors April 1994 - May 1997
Skills
Fixed Income, Securities, Long Term Care, Loans, Term Life Insurance, Series 7, Mutual Funds, Investments, Annuities, Disability Insurance, Fixed Annuities, Insurance, IRAs, Retirement Planning, Retirement, Life Insurance, Long-term Care, Investment Advisory, Series 63, 401k
Education
Abilene Christian University 1986 — 1990
BA
Ameritas Investment Corp November 2000 - Present
Lincoln Financial Advisors May 1997 - November 2000
Branch Office of Transamerica Financial Advisors April 1994 - May 1997
Skills
Fixed Income, Securities, Long Term Care, Loans, Term Life Insurance, Series 7, Mutual Funds, Investments, Annuities, Disability Insurance, Fixed Annuities, Insurance, IRAs, Retirement Planning, Retirement, Life Insurance, Long-term Care, Investment Advisory, Series 63, 401k
Education
Abilene Christian University 1986 — 1990
BA
Irina Vaganov Irina Vaganov's Lincoln Financial Advisors Experience May 2009 - August 2009
Job Bookkeeper
Industry Financial Services
Experience
Evangelical Baptist Church October 2011 - Present
Wells Fargo Bank November 2010 - April 2012
Lincoln Financial Advisors May 2009 - August 2009
Bank of America October 2004 - August 2006
Skills
Mortgage Lending, Specialty Retail, Sales Management, Event Management, Operations Management, Account Reconciliation, Accounts Payable, Financial Accounting, Translation, Financial Reporting, Organizational Structure, Statistics, Analysis, Banking, Finance, Financial Analysis
Education
Temple University 2008 — 2010
Finance/Accounting
Bucks County Community College 2006 — 2008
Business Administration and Management, General
Evangelical Baptist Church October 2011 - Present
Wells Fargo Bank November 2010 - April 2012
Lincoln Financial Advisors May 2009 - August 2009
Bank of America October 2004 - August 2006
Skills
Mortgage Lending, Specialty Retail, Sales Management, Event Management, Operations Management, Account Reconciliation, Accounts Payable, Financial Accounting, Translation, Financial Reporting, Organizational Structure, Statistics, Analysis, Banking, Finance, Financial Analysis
Education
Temple University 2008 — 2010
Finance/Accounting
Bucks County Community College 2006 — 2008
Business Administration and Management, General
Aimee Utterback's Lincoln Financial Advisors Experience July 2012 - Present
Job Securities Processer at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors July 2012 - Present
home September 2010 - March 2012
Klingler Jewelers January 2006 - September 2010
Hofmeister Personal Jewelers May 2002 - December 2005
Sullivan-Vigo Rural Water Corporation June 2000 - April 2002
Education
Ball State University 1996 — 2000
Associates, Business Administration
Lincoln Financial Advisors July 2012 - Present
home September 2010 - March 2012
Klingler Jewelers January 2006 - September 2010
Hofmeister Personal Jewelers May 2002 - December 2005
Sullivan-Vigo Rural Water Corporation June 2000 - April 2002
Education
Ball State University 1996 — 2000
Associates, Business Administration
Lynette Anzalone Lynette Anzalone's Lincoln Financial Advisors Experience April 1998 - January 1999
Job Contracted Administrative Assistant
Industry Executive Office
Experience
Various Placement Agencies 2009 - Present
Aon Consulting January 1999 - August 2008
Lincoln Financial Advisors April 1998 - January 1999
Lincoln Financial Advisors April 1996 - April 1998
Skills
Executive..., Administrative..., Microsoft Excel, Microsoft Word, PowerPoint, SAP, Internet Research, Outlook, Lotus Notes, Adobe Acrobat..., CRM, Dictaphone, CardScan, Receptionist Duties, Facility Commander, Energy Reporting, Purchase Requisitions, Spreadsheets, Adobe Acrobat, Online Research, Office Management, Office Administration, Training
Education
Art Institute of Philadelphia 2002 — 2002
Graphic Design
Immaculata University 1990 — 1993
Economics
West Chester University of Pennsylvania 1990 — 1993
Political Science
Delaware County Community College 1987 — 1989
Business Administration
Various Placement Agencies 2009 - Present
Aon Consulting January 1999 - August 2008
Lincoln Financial Advisors April 1998 - January 1999
Lincoln Financial Advisors April 1996 - April 1998
Skills
Executive..., Administrative..., Microsoft Excel, Microsoft Word, PowerPoint, SAP, Internet Research, Outlook, Lotus Notes, Adobe Acrobat..., CRM, Dictaphone, CardScan, Receptionist Duties, Facility Commander, Energy Reporting, Purchase Requisitions, Spreadsheets, Adobe Acrobat, Online Research, Office Management, Office Administration, Training
Education
Art Institute of Philadelphia 2002 — 2002
Graphic Design
Immaculata University 1990 — 1993
Economics
West Chester University of Pennsylvania 1990 — 1993
Political Science
Delaware County Community College 1987 — 1989
Business Administration
Christie Cook, CRPC® , CMFC® Christie Cook, CRPC® , CMFC®'s Lincoln Financial Advisors Experience January 2014 - July 2015
Job Senior Account Executive at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2015 - Present
Lincoln Financial Advisors January 2014 - July 2015
Lincoln Financial Group 2012 - January 2014
Lincoln Financial Group March 2007 - February 2012
American Specialty Health-Account Executive SE Region February 2005 - March 2007
Cintas First Aid and Safety 2002 - 2005
American Greetings 2001 - 2002
Skills
Human Resources, Consulting, Strategic Communications, Change Management, Account Management, Relationship Management, Business Strategy, Marketing Strategy, Marketing, Group Presentations, Analysis, Process Improvement, Strategic Planning, Leadership, Employee Training, Health Insurance, Customer Service, Insurance, Investments, Employee Benefits, Sales, Retirement Planning, Retirement, Financial Planning, Strategic Financial..., Risk Management, Sales Management, New Business Development, CRM, Management, Financial Services, Series 7, Series 6, Strategy, Portfolio Management, Financial Analysis, Financial Modeling, 401k, Life Insurance, Securities, Mutual Funds, Wealth Management, Disability Insurance, Asset Allocation, Asset Management, Finance, Project Management, Series 63, Long-term Care, Investment Strategies
Education
Kennesaw State University - Michael J. Coles College of Business 2005 — 2007
MBA, Strategy and Finance
Berry College - Campbell School of Business 1997 — 2001
BS, Marketing, 3.05 GPA
Principal Financial Group August 2015 - Present
Lincoln Financial Advisors January 2014 - July 2015
Lincoln Financial Group 2012 - January 2014
Lincoln Financial Group March 2007 - February 2012
American Specialty Health-Account Executive SE Region February 2005 - March 2007
Cintas First Aid and Safety 2002 - 2005
American Greetings 2001 - 2002
Skills
Human Resources, Consulting, Strategic Communications, Change Management, Account Management, Relationship Management, Business Strategy, Marketing Strategy, Marketing, Group Presentations, Analysis, Process Improvement, Strategic Planning, Leadership, Employee Training, Health Insurance, Customer Service, Insurance, Investments, Employee Benefits, Sales, Retirement Planning, Retirement, Financial Planning, Strategic Financial..., Risk Management, Sales Management, New Business Development, CRM, Management, Financial Services, Series 7, Series 6, Strategy, Portfolio Management, Financial Analysis, Financial Modeling, 401k, Life Insurance, Securities, Mutual Funds, Wealth Management, Disability Insurance, Asset Allocation, Asset Management, Finance, Project Management, Series 63, Long-term Care, Investment Strategies
Education
Kennesaw State University - Michael J. Coles College of Business 2005 — 2007
MBA, Strategy and Finance
Berry College - Campbell School of Business 1997 — 2001
BS, Marketing, 3.05 GPA
William Hawke, MBA, CFP® William Hawke, MBA, CFP®'s Lincoln Financial Advisors Experience 1979 - 2006
Job Financial Advisor and Partner, Cedar Brook Financial Partners
Industry Financial Services
Experience
Cedar Brook Financial Partners January 2006 - Present
Securities America, Inc. Member FINRA/SIPC 2006 - 2014
Securities America, Inc. Member FINRA/SIPC 2006 - 2014
Cleveland Financial Group January 1980 - November 2006
Lincoln Financial Advisors 1979 - 2006
Skills
Retirement, Creating income in..., Wealth Preservation..., Charitable Giving..., IRA Rollovers, 401k Rollovers, IRAs, Strategic Financial..., Wealth, Employee Benefits, Mutual Funds, Financial Advisory, Financial Services, Strategy, Securities, Insurance, Wealth Management, Estate Planning, Income, Small Business, Finance, Management, Retirement Plan..., Wealth Management..., Retirement Planning, Investment Advisory
Education
Baldwin Wallace University 1978 — 1980
MBA, Project Management
University of Michigan 1973 — 1975
MSW, Social Work
Bowling Green State University 1969 — 1973
Bacheldor of Arts, Sociology
Cedar Brook Financial Partners January 2006 - Present
Securities America, Inc. Member FINRA/SIPC 2006 - 2014
Securities America, Inc. Member FINRA/SIPC 2006 - 2014
Cleveland Financial Group January 1980 - November 2006
Lincoln Financial Advisors 1979 - 2006
Skills
Retirement, Creating income in..., Wealth Preservation..., Charitable Giving..., IRA Rollovers, 401k Rollovers, IRAs, Strategic Financial..., Wealth, Employee Benefits, Mutual Funds, Financial Advisory, Financial Services, Strategy, Securities, Insurance, Wealth Management, Estate Planning, Income, Small Business, Finance, Management, Retirement Plan..., Wealth Management..., Retirement Planning, Investment Advisory
Education
Baldwin Wallace University 1978 — 1980
MBA, Project Management
University of Michigan 1973 — 1975
MSW, Social Work
Bowling Green State University 1969 — 1973
Bacheldor of Arts, Sociology
Christina Flores, FLMI, ACS's Lincoln Financial Advisors Experience August 2005 - August 2006
Job Regional Director at Crump Life Insurance Services
Industry Financial Services
Experience
Crump Life Insurance Services April 2014 - Present
Crump Life Insurance Services January 2010 - April 2014
MassMutual Financial Group October 2007 - November 2009
Lincoln Financial Advisors August 2005 - August 2006
Skills
Financial Services, Agency Building, Producer Development, Fixed Annuities, Disability Insurance, Retirement, Retirement Planning, Insurance, Life Insurance, Series 7, Long-term Care, Series 63, Estate Planning, Term Life Insurance, Strategic Financial..., Wealth Management, Investments, Sales, Health Insurance, Series 6, Underwriting, Financial Planners, Long Term Care Insurance, Mutual Funds, Business Development, Marketing, Whole Life, CRM, Employee Benefits, Brokers, Relationship Management, Recruiting, Selling, Wealth, 401k, Universal Life, IRAs, Asset Allocation, Securities, Health Savings Accounts, FINRA, General Insurance, Financial Advisory, Property & Casualty..., Series 24, Workers Compensation, Series 65, Commercial Insurance, Variable Annuities, Investment Advisory
Education
American University 1999 — 2001
Bachelor of Arts, International Relations
Crump Life Insurance Services April 2014 - Present
Crump Life Insurance Services January 2010 - April 2014
MassMutual Financial Group October 2007 - November 2009
Lincoln Financial Advisors August 2005 - August 2006
Skills
Financial Services, Agency Building, Producer Development, Fixed Annuities, Disability Insurance, Retirement, Retirement Planning, Insurance, Life Insurance, Series 7, Long-term Care, Series 63, Estate Planning, Term Life Insurance, Strategic Financial..., Wealth Management, Investments, Sales, Health Insurance, Series 6, Underwriting, Financial Planners, Long Term Care Insurance, Mutual Funds, Business Development, Marketing, Whole Life, CRM, Employee Benefits, Brokers, Relationship Management, Recruiting, Selling, Wealth, 401k, Universal Life, IRAs, Asset Allocation, Securities, Health Savings Accounts, FINRA, General Insurance, Financial Advisory, Property & Casualty..., Series 24, Workers Compensation, Series 65, Commercial Insurance, Variable Annuities, Investment Advisory
Education
American University 1999 — 2001
Bachelor of Arts, International Relations
Brandon Better Brandon Better's Lincoln Financial Advisors Experience April 2015 - Present
Job Business Development Specialist at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors April 2015 - Present
Lincoln Financial Advisors October 2013 - March 2015
Cal Poly State University 2012 - 2013
Skills
Financial Analysis, Retirement Illustrations, Morningstar, Social Networking, Editing, Event Planning, Social Media, Research, Public Speaking, Technical Writing, Marketing, Analysis, Data Analysis, Finance, Advising People
Education
California Polytechnic State University-San Luis Obispo 2007 — 2013
Bachelor of Science (BS), Agricultural Science
Lincoln Financial Advisors April 2015 - Present
Lincoln Financial Advisors October 2013 - March 2015
Cal Poly State University 2012 - 2013
Skills
Financial Analysis, Retirement Illustrations, Morningstar, Social Networking, Editing, Event Planning, Social Media, Research, Public Speaking, Technical Writing, Marketing, Analysis, Data Analysis, Finance, Advising People
Education
California Polytechnic State University-San Luis Obispo 2007 — 2013
Bachelor of Science (BS), Agricultural Science
Bani Nandwani Bani Nandwani's Lincoln Financial Advisors Experience December 2012 - March 2013
Job Financial Analyst FP&A at Global Eagle Entertainment
Industry Financial Services
Experience
Global Eagle Entertainment April 2015 - Present
WNC & Associates July 2013 - March 2015
Harvey & Company LLC September 2012 - June 2013
Lincoln Financial Advisors December 2012 - March 2013
Lincoln Financial Advisors May 2011 - December 2012
Skills
Investments, Analysis, Mergers & Acquisitions, Public Speaking, Time Management, Management, Leadership, Marketing, Valuation, Public Relations, Team Building, Negotiation, Market Research, Outstanding time..., Due Diligence, Corporate Finance, Sales, Oral & Written..., Organizational..., Problem Solving, Customer Experience, Investment Banking, Private Equity, Building Relationships, Social Security, Training, Strategic Financial..., Deal Sourcing, Financial Planning, Communication, Financial Forecasting, Financial & Operational...
Education
California State University-Fullerton 2008 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance, Investments, Economics
Global Eagle Entertainment April 2015 - Present
WNC & Associates July 2013 - March 2015
Harvey & Company LLC September 2012 - June 2013
Lincoln Financial Advisors December 2012 - March 2013
Lincoln Financial Advisors May 2011 - December 2012
Skills
Investments, Analysis, Mergers & Acquisitions, Public Speaking, Time Management, Management, Leadership, Marketing, Valuation, Public Relations, Team Building, Negotiation, Market Research, Outstanding time..., Due Diligence, Corporate Finance, Sales, Oral & Written..., Organizational..., Problem Solving, Customer Experience, Investment Banking, Private Equity, Building Relationships, Social Security, Training, Strategic Financial..., Deal Sourcing, Financial Planning, Communication, Financial Forecasting, Financial & Operational...
Education
California State University-Fullerton 2008 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance, Investments, Economics
Myra Keith-Johnson Myra Keith-Johnson's Lincoln Financial Advisors Experience 2001 - 2004
Job Financial Advisor and Branch Director of Operations at Raymond James Financial Services Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc. October 2004 - Present
Lincoln Financial Advisors 2001 - 2004
Lincoln Financial Group 1994 - 1999
John Hancock Life Insurance Company (U.S.A.) 1992 - 1994
Bruce Lefavi 1989 - 1992
Skills
Investments, Finance, People Development, Financial Advisory, Ability to..., Multi-tasking, Technical Competence, Organized, Honest, Passionate
Education
The American College 2004 — 2008
ChFC, Financial Planning and Services
Brigham Young University
Raymond James Financial Services Inc. October 2004 - Present
Lincoln Financial Advisors 2001 - 2004
Lincoln Financial Group 1994 - 1999
John Hancock Life Insurance Company (U.S.A.) 1992 - 1994
Bruce Lefavi 1989 - 1992
Skills
Investments, Finance, People Development, Financial Advisory, Ability to..., Multi-tasking, Technical Competence, Organized, Honest, Passionate
Education
The American College 2004 — 2008
ChFC, Financial Planning and Services
Brigham Young University
Ryan Rayburn Ryan Rayburn's Lincoln Financial Advisors Experience May 2014 - Present
Job Assistant Vice President, ABS Director at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2014 - Present
AXA Advisors March 2007 - May 2014
Merrill Lynch October 2005 - May 2006
Morgan Stanley March 2002 - October 2005
Education
Arizona State University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Finance, General
University of Missouri-Kansas City 1996 — 1998
Lincoln Financial Advisors May 2014 - Present
AXA Advisors March 2007 - May 2014
Merrill Lynch October 2005 - May 2006
Morgan Stanley March 2002 - October 2005
Education
Arizona State University 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Finance, General
University of Missouri-Kansas City 1996 — 1998
Jeff R. Maas, CFP®, ChFC®, CRPC® Jeff R. Maas, CFP®, ChFC®, CRPC®'s Lincoln Financial Advisors Experience January 2010 - Present
Job CoFounder & Financial Planner at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers January 2013 - Present
Lincoln Financial Advisors January 2010 - Present
Lincoln Financial Advisors June 2003 - December 2009
Skills
Retirement, Retirement Planning, Strategic Financial..., Investment Advisory, Financial Services, Finance
Education
California State University-Chico 1999 — 2004
B.S., Double Concentrations in Finance and Management
University of Bradford 2001 — 2002
U.K. Study Abroad Program
Retirement Security Centers January 2013 - Present
Lincoln Financial Advisors January 2010 - Present
Lincoln Financial Advisors June 2003 - December 2009
Skills
Retirement, Retirement Planning, Strategic Financial..., Investment Advisory, Financial Services, Finance
Education
California State University-Chico 1999 — 2004
B.S., Double Concentrations in Finance and Management
University of Bradford 2001 — 2002
U.K. Study Abroad Program
Mike Cirino, CLU, ChFC Mike Cirino, CLU, ChFC's Lincoln Financial Advisors Experience March 1984 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Lincoln Financial Advisors March 1984 - Present
Education
Bowling Green State University 1969 — 1973
BS, Marketing
Lincoln Financial Advisors March 1984 - Present
Education
Bowling Green State University 1969 — 1973
BS, Marketing
KC Haririan, MBA, ACLO's Lincoln Financial Advisors Experience April 1997 - March 2005
Job Certified Loan Officer
Industry Banking
Experience
First Federal Mortgage May 2014 - Present
Guaranteed Rate, Inc. December 2013 - April 2014
Aliant Bank April 2012 - December 2013
First Federal Mortgage November 2006 - April 2012
Coats & Co., Inc. 2006 - 2006
Lincoln Financial Advisors April 1997 - March 2005
New York Life Insurance Company March 1996 - March 1997
Skills
USDA, Loans, FHA, Mortgage Lending, Refinance, Residential Mortgages, First Time Home Buyers, Investment Properties, Real Estate, Real Estate Transactions, Investments, Referrals, Sellers, Finance, Mortgage Banking, VA loans, Loan Origination, Real Estate Economics, Credit, FHA financing, Credit Analysis, Commercial Lending, Foreclosures, Relocation, Selling, Consumer Lending, Real Estate Financing, Sales, VA Loans, FHA Financing
Education
Auburn University 1995 — 1996
Master's of Business Administration, Finance
Auburn University 1985 — 1990
Bachelor's of Science, Mathematics
First Federal Mortgage May 2014 - Present
Guaranteed Rate, Inc. December 2013 - April 2014
Aliant Bank April 2012 - December 2013
First Federal Mortgage November 2006 - April 2012
Coats & Co., Inc. 2006 - 2006
Lincoln Financial Advisors April 1997 - March 2005
New York Life Insurance Company March 1996 - March 1997
Skills
USDA, Loans, FHA, Mortgage Lending, Refinance, Residential Mortgages, First Time Home Buyers, Investment Properties, Real Estate, Real Estate Transactions, Investments, Referrals, Sellers, Finance, Mortgage Banking, VA loans, Loan Origination, Real Estate Economics, Credit, FHA financing, Credit Analysis, Commercial Lending, Foreclosures, Relocation, Selling, Consumer Lending, Real Estate Financing, Sales, VA Loans, FHA Financing
Education
Auburn University 1995 — 1996
Master's of Business Administration, Finance
Auburn University 1985 — 1990
Bachelor's of Science, Mathematics
Mark Levin Mark Levin's Lincoln Financial Advisors Experience April 2009 - April 2010
Job College Funding Consultant at Secure Your College
Industry Financial Services
Experience
Secure Your College August 2014 - Present
Secure Your World April 2010 - Present
Lincoln Financial Advisors April 2009 - April 2010
Legend Equities April 2007 - April 2009
Raymond James August 2004 - March 2007
Allstate Financial June 2001 - June 2004
Waddell & Reed Financial Services September 1998 - June 2001
Skills
Financial Planning, Retirement Income..., Long-term Care, Disability Insurance, Estate Planning, Asset Protection, Maximizing Group..., Retirement Planning, Strategic Financial..., Tax, Retirement, Long Term Care Insurance, Term Life Insurance, Health Insurance, Series 7, Whole Life, Insurance, Investments, Mutual Funds, Financial Advisory, Wealth Management, Small Business, Investment Strategies, IRAs, Employee Benefits, Income Protection, Financial Planners, 401k, Pensions, Wealth, Wealth Accumulation, Fixed Annuities, Universal Life, Asset Allocation, Wealth Management..., Life Insurance, Finance, Roth IRA, Financial Services, Variable Annuities
Education
American University 1974 — 1977
BA, Government and Public Administation
Mather Highschool 1970 — 1974
HS Diploma, General Studies
Secure Your College August 2014 - Present
Secure Your World April 2010 - Present
Lincoln Financial Advisors April 2009 - April 2010
Legend Equities April 2007 - April 2009
Raymond James August 2004 - March 2007
Allstate Financial June 2001 - June 2004
Waddell & Reed Financial Services September 1998 - June 2001
Skills
Financial Planning, Retirement Income..., Long-term Care, Disability Insurance, Estate Planning, Asset Protection, Maximizing Group..., Retirement Planning, Strategic Financial..., Tax, Retirement, Long Term Care Insurance, Term Life Insurance, Health Insurance, Series 7, Whole Life, Insurance, Investments, Mutual Funds, Financial Advisory, Wealth Management, Small Business, Investment Strategies, IRAs, Employee Benefits, Income Protection, Financial Planners, 401k, Pensions, Wealth, Wealth Accumulation, Fixed Annuities, Universal Life, Asset Allocation, Wealth Management..., Life Insurance, Finance, Roth IRA, Financial Services, Variable Annuities
Education
American University 1974 — 1977
BA, Government and Public Administation
Mather Highschool 1970 — 1974
HS Diploma, General Studies
Raymond J. Lucas, Jr., CFP®, CRPC®'s Lincoln Financial Advisors Experience November 2002 - Present
Job Sr. VP of Financial Planning
Industry Financial Services
Experience
Integrated Financial Partners, Inc. November 2002 - Present
Lincoln Financial Advisors November 2002 - Present
Education
Bentley University
Bachelor of Science (BS), Accounting
Integrated Financial Partners, Inc. November 2002 - Present
Lincoln Financial Advisors November 2002 - Present
Education
Bentley University
Bachelor of Science (BS), Accounting
Christian Guevara's Lincoln Financial Advisors Experience March 2015 - Present
Job Financial Planner Assistant Intern at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors March 2015 - Present
Delta Sigma Pi April 2014 - Present
BHP Billiton 2015 - 2015
BHP Billiton 2015 - 2015
BHP Billiton 2015 - 2015
BHP Billiton 2015 - 2015
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Time Management, Customer Service, Leadership, Social Networking, Event Planning, Research, Social Media, Financial Analysis, Financial Planning, Public Speaking, Finance, Management, Administration, Linguistics
Education
Arizona State University - W. P. Carey School of Business 2013 — 2017
Supply Chain Management, Sophomore
Arizona State University - W. P. Carey School of Business 2013 — 2017
Business, Law, Second year-Sophomore
Lincoln Financial Advisors March 2015 - Present
Delta Sigma Pi April 2014 - Present
BHP Billiton 2015 - 2015
BHP Billiton 2015 - 2015
BHP Billiton 2015 - 2015
BHP Billiton 2015 - 2015
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Time Management, Customer Service, Leadership, Social Networking, Event Planning, Research, Social Media, Financial Analysis, Financial Planning, Public Speaking, Finance, Management, Administration, Linguistics
Education
Arizona State University - W. P. Carey School of Business 2013 — 2017
Supply Chain Management, Sophomore
Arizona State University - W. P. Carey School of Business 2013 — 2017
Business, Law, Second year-Sophomore
Cody Paningsoro's Lincoln Financial Advisors Experience November 2014 - January 2015
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2015 - Present
Lincoln Financial Advisors November 2014 - January 2015
Lincoln Financial Advisors October 2013 - November 2014
Chase March 2012 - August 2012
Skills
Investments, Leadership, Financial Services, Finance, Financial Analysis, Bloomberg, Insurance
Education
California State University-Fullerton 2010 — 2013
Bachelor of Arts (BA), Finance, A
Wells Fargo Advisors, LLC January 2015 - Present
Lincoln Financial Advisors November 2014 - January 2015
Lincoln Financial Advisors October 2013 - November 2014
Chase March 2012 - August 2012
Skills
Investments, Leadership, Financial Services, Finance, Financial Analysis, Bloomberg, Insurance
Education
California State University-Fullerton 2010 — 2013
Bachelor of Arts (BA), Finance, A
James Jump James Jump's Lincoln Financial Advisors Experience June 2015 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors June 2015 - Present
Skylight Financial Group May 2011 - June 2015
MetLife Investors May 2006 - May 2011
Skills
Strategic Financial..., Retirement, Disability Insurance, Insurance, Securities, Financial Services, Employee Benefits, Long Term Care Insurance, Investments, Series 7, Retirement Planning, Asset Management, Investment Strategies, Wealth Management, Strategic Planning, 401k, Long-term Care, Series 6, Financial Modeling, Life Insurance, IRAs, Finance, Estate Planning, Mutual Funds, Fixed Annuities, Financial Analysis
Education
Ashland University 2001 — 2005
Bachelor's degree, Finance, Marketing
Midview High School 1997 — 2001
Lincoln Financial Advisors June 2015 - Present
Skylight Financial Group May 2011 - June 2015
MetLife Investors May 2006 - May 2011
Skills
Strategic Financial..., Retirement, Disability Insurance, Insurance, Securities, Financial Services, Employee Benefits, Long Term Care Insurance, Investments, Series 7, Retirement Planning, Asset Management, Investment Strategies, Wealth Management, Strategic Planning, 401k, Long-term Care, Series 6, Financial Modeling, Life Insurance, IRAs, Finance, Estate Planning, Mutual Funds, Fixed Annuities, Financial Analysis
Education
Ashland University 2001 — 2005
Bachelor's degree, Finance, Marketing
Midview High School 1997 — 2001
Anne Shiembob's Lincoln Financial Advisors Experience May 2015 - Present
Job ABS Senior Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2015 - Present
Lincoln Financial Advisors April 2013 - May 2015
Lincoln Financial Group June 2010 - April 2013
Lincoln Financial Group June 2009 - June 2010
Lincoln Financial Group 2007 - 2009
Y&R Brands 2005 - 2007
Skills
Strategic Planning, Financial Services, Investments, Relationship Management, Marketing Communications, Analytics, Insurance, Marketing Strategy, Market Research, Marketing, Management
Education
Bentley University 2003 — 2007
Marketing, 3.8
Lincoln Financial Advisors May 2015 - Present
Lincoln Financial Advisors April 2013 - May 2015
Lincoln Financial Group June 2010 - April 2013
Lincoln Financial Group June 2009 - June 2010
Lincoln Financial Group 2007 - 2009
Y&R Brands 2005 - 2007
Skills
Strategic Planning, Financial Services, Investments, Relationship Management, Marketing Communications, Analytics, Insurance, Marketing Strategy, Market Research, Marketing, Management
Education
Bentley University 2003 — 2007
Marketing, 3.8
Robert Krott Robert Krott's Lincoln Financial Advisors Experience December 2005 - October 2008
Job CEO at Zorro Financial Inc.
Industry Financial Services
Experience
Zorro Financial Inc. November 2009 - Present
Colorado Technical University February 2007 - May 2012
Lincoln Financial Advisors December 2005 - October 2008
H&R Block June 2003 - December 2005
H&R Block Financial Advisors January 2000 - May 2003
Olde Discount Stockbrokers March 1994 - December 1999
Skills
Tax, Strategic Financial..., Investments, Risk Management, Strategic Planning, Spanish, Unbanked, Financial Analysis, Finance, Business Planning, Capital Markets, Financial Planning, Management Consulting, Management, Mergers, Securities, Team Building
Education
St. Thomas University School of Law 2003 — 2005
LL.M., International Taxation
Bethany College 1987 — 1991
BA, Communications
Florida State College at Jacksonville
Zorro Financial Inc. November 2009 - Present
Colorado Technical University February 2007 - May 2012
Lincoln Financial Advisors December 2005 - October 2008
H&R Block June 2003 - December 2005
H&R Block Financial Advisors January 2000 - May 2003
Olde Discount Stockbrokers March 1994 - December 1999
Skills
Tax, Strategic Financial..., Investments, Risk Management, Strategic Planning, Spanish, Unbanked, Financial Analysis, Finance, Business Planning, Capital Markets, Financial Planning, Management Consulting, Management, Mergers, Securities, Team Building
Education
St. Thomas University School of Law 2003 — 2005
LL.M., International Taxation
Bethany College 1987 — 1991
BA, Communications
Florida State College at Jacksonville
Gerry Hamill's Lincoln Financial Advisors Experience February 1997 - Present
Job Investment Advisor Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors February 1997 - Present
Education
Austin College 1975 — 1976
Bachelor of Arts (B.A.), English Language and Literature/Letters, Graduated with Honors
Lincoln Financial Advisors February 1997 - Present
Education
Austin College 1975 — 1976
Bachelor of Arts (B.A.), English Language and Literature/Letters, Graduated with Honors
Brandon West Brandon West's Lincoln Financial Advisors Experience April 2014 - January 2015
Job Systems Administrator for Buckeye Mountain
Industry Computer Networking
Experience
Buckeye Mountain Inc. January 2015 - Present
Lincoln Financial Advisors April 2014 - January 2015
ITT Technical Institute 2012 - 2014
Hurricane Labs January 2012 - November 2012
Army Special Forces (Airborne) October 2006 - January 2012
National Security Agency June 2002 - October 2006
Skills
Microsoft Office, Network Security, Physical Security, Wireless Networking, Networking, Linux, SQL, Windows 7, Windows XP Pro, Microsoft Servers, Security Clearance, Information Security..., Wireless Security, Cellular Communications, Satellite Communications, Kismet, Metasploit, Nessus, Security Audits, Samba, Apache, IPv4, Active Directory, DHCP, DNS, Microsoft Exchange, Android, iPhone, IIS, Aircrack, Backtrack, iOS, EIGRP, 802.1q, HSRP
Education
ITT Technical Institute-Strongsville 2013 — 2014
Associate's Degree, Network Systems Administration, 3.94
Bates Technical College 2010 — 2010
Associate of Science (A.S.), Wireless Communications
Buckeye Mountain Inc. January 2015 - Present
Lincoln Financial Advisors April 2014 - January 2015
ITT Technical Institute 2012 - 2014
Hurricane Labs January 2012 - November 2012
Army Special Forces (Airborne) October 2006 - January 2012
National Security Agency June 2002 - October 2006
Skills
Microsoft Office, Network Security, Physical Security, Wireless Networking, Networking, Linux, SQL, Windows 7, Windows XP Pro, Microsoft Servers, Security Clearance, Information Security..., Wireless Security, Cellular Communications, Satellite Communications, Kismet, Metasploit, Nessus, Security Audits, Samba, Apache, IPv4, Active Directory, DHCP, DNS, Microsoft Exchange, Android, iPhone, IIS, Aircrack, Backtrack, iOS, EIGRP, 802.1q, HSRP
Education
ITT Technical Institute-Strongsville 2013 — 2014
Associate's Degree, Network Systems Administration, 3.94
Bates Technical College 2010 — 2010
Associate of Science (A.S.), Wireless Communications
Adam Mosbach CFP® ChFC® Adam Mosbach CFP® ChFC®'s Lincoln Financial Advisors Experience January 2008 - Present
Job Managing Principal at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors January 2008 - Present
Skills
Financial Planners, Wealth, Certified Financial..., Fixed Annuities, High Net Worth..., Investment Advisory..., Retirement Planning, Retirement, Series 7, Wealth Management, Estate Planning, Investment Advisory
Education
Alta Vista Elementry
Arizona State University
Bachelor of Sciences, Marketing
Lincoln Financial Advisors January 2008 - Present
Skills
Financial Planners, Wealth, Certified Financial..., Fixed Annuities, High Net Worth..., Investment Advisory..., Retirement Planning, Retirement, Series 7, Wealth Management, Estate Planning, Investment Advisory
Education
Alta Vista Elementry
Arizona State University
Bachelor of Sciences, Marketing
Julia N. Zettl, MBA's Lincoln Financial Advisors Experience June 2007 - November 2013
Job Business Engagement Manager with ease@work
Industry Human Resources
Experience
ease@work December 2013 - Present
Lincoln Financial Advisors June 2007 - November 2013
Kohl's Department Stores October 2006 - November 2007
Skills
Leadership, Social Media Marketing, Project Management, Process Improvement, Social Media, Content Marketing, Marketing Strategy, Research, Microsoft Word, Management, Sales, Task Management, Presentations, Internal Communications, Business Correspondence, Coaching, Deadline Management, Budgets, Teamwork, Leadership Development, Interviews, Strategic Financial..., Fundraising, Marketing Analytics, Microsoft Excel, Proposal Writing, Financial Planning
Education
Cleveland State University 2009 — 2012
Masters
Ashland University 2002 — 2006
Bachelor of Arts
Beaumont School for Girls 1999 — 2002
Diploma
ease@work December 2013 - Present
Lincoln Financial Advisors June 2007 - November 2013
Kohl's Department Stores October 2006 - November 2007
Skills
Leadership, Social Media Marketing, Project Management, Process Improvement, Social Media, Content Marketing, Marketing Strategy, Research, Microsoft Word, Management, Sales, Task Management, Presentations, Internal Communications, Business Correspondence, Coaching, Deadline Management, Budgets, Teamwork, Leadership Development, Interviews, Strategic Financial..., Fundraising, Marketing Analytics, Microsoft Excel, Proposal Writing, Financial Planning
Education
Cleveland State University 2009 — 2012
Masters
Ashland University 2002 — 2006
Bachelor of Arts
Beaumont School for Girls 1999 — 2002
Diploma
Byron Glover Jr. Byron Glover Jr.'s Lincoln Financial Advisors Experience May 2013 - August 2013
Job International Accounting at Deloitte
Industry Accounting
Experience
Deloitte May 2014 - Present
J.Crew June 2012 - February 2014
Lincoln Financial Advisors May 2013 - August 2013
KraftCPAs PLLC February 2013 - April 2013
Divine Art Toffee September 2011 - February 2013
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Tax Preparation, Leadership, Committed to..., Teamwork, Communication, Retail, Management, Time Management, Public Speaking
Education
Belmont University 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
Belmont University - Jack C. Massey Graduate School of Business
Accounting and Finance
Deloitte May 2014 - Present
J.Crew June 2012 - February 2014
Lincoln Financial Advisors May 2013 - August 2013
KraftCPAs PLLC February 2013 - April 2013
Divine Art Toffee September 2011 - February 2013
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Tax Preparation, Leadership, Committed to..., Teamwork, Communication, Retail, Management, Time Management, Public Speaking
Education
Belmont University 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
Belmont University - Jack C. Massey Graduate School of Business
Accounting and Finance
David A. Tucker David A. Tucker's Lincoln Financial Advisors Experience 1997 - 1999
Job Realtor at Zephyr Real Estate
Industry Real Estate
Experience
Zephyr Real Estate May 2015 - Present
Alain Pinel Realtors April 2011 - April 2015
Marin Medical Practice Concepts, Inc. 2011 - May 2011
Edge Fitness Clubs LLC 2004 - 2010
Hampton Fitness Products LTD 1999 - 2004
Lincoln Financial Advisors 1997 - 1999
Skills
Commercial Real Estate, Real Estate, Residential Homes, Customer Service, Contract Negotiation, Single Family Homes, Sellers, Buyer Representation, Condos, First Time Home Buyers, Foreclosures, Investors
Education
California Lutheran University 2007 — 2009
BS, Business Administration
Ventura College 2005 — 2007
AS, Business Management
University of California, Santa Barbara 1997 — 1999
Business/Marketing
Zephyr Real Estate May 2015 - Present
Alain Pinel Realtors April 2011 - April 2015
Marin Medical Practice Concepts, Inc. 2011 - May 2011
Edge Fitness Clubs LLC 2004 - 2010
Hampton Fitness Products LTD 1999 - 2004
Lincoln Financial Advisors 1997 - 1999
Skills
Commercial Real Estate, Real Estate, Residential Homes, Customer Service, Contract Negotiation, Single Family Homes, Sellers, Buyer Representation, Condos, First Time Home Buyers, Foreclosures, Investors
Education
California Lutheran University 2007 — 2009
BS, Business Administration
Ventura College 2005 — 2007
AS, Business Management
University of California, Santa Barbara 1997 — 1999
Business/Marketing
Jeffrey B. Hammond Associate Director's Lincoln Financial Advisors Experience December 1996 - October 2006
Job Transamerica Agency Network | Hiring Full Time
Industry Financial Services
Experience
Transamerica Agency Network, Inc. May 2015 - Present
Transamerica Agency Network March 2014 - Present
VALIC Financial Advisors October 2006 - 2013
Lincoln Financial Advisors December 1996 - October 2006
Hammond Cargo Services September 1991 - February 1997
Skills
Asset Allocation, Management, Life Insurance, Investment Advisory, Community Outreach, Leadership, Strategic Financial..., Wealth, Portfolio Management, Fixed Annuities, Disability Insurance, Long-term Care, CRM, Nonprofits, Sales, Retirement Planning, Series 7, Estate Planning, Wealth Management, Coaching, Insurance, Financial Planners, Retirement, Series 63, Financial Planning
Education
Ball State University - College of Business 1986 — 1991
Bachelor of Science (B.S.), Management and Insurance
Bolingbrook High School 1982 — 1986
Diploma, College Preparatory
Transamerica Agency Network, Inc. May 2015 - Present
Transamerica Agency Network March 2014 - Present
VALIC Financial Advisors October 2006 - 2013
Lincoln Financial Advisors December 1996 - October 2006
Hammond Cargo Services September 1991 - February 1997
Skills
Asset Allocation, Management, Life Insurance, Investment Advisory, Community Outreach, Leadership, Strategic Financial..., Wealth, Portfolio Management, Fixed Annuities, Disability Insurance, Long-term Care, CRM, Nonprofits, Sales, Retirement Planning, Series 7, Estate Planning, Wealth Management, Coaching, Insurance, Financial Planners, Retirement, Series 63, Financial Planning
Education
Ball State University - College of Business 1986 — 1991
Bachelor of Science (B.S.), Management and Insurance
Bolingbrook High School 1982 — 1986
Diploma, College Preparatory
Kristina Robertson's Lincoln Financial Advisors Experience May 2014 - August 2014
Job Student at Babson College
Industry Marketing and Advertising
Experience
Lincoln Financial Advisors May 2014 - August 2014
MGA Sports May 2013 - August 2013
Bands With Benefits September 2012 - May 2013
SMASH volleyball October 2011 - June 2012
Tugboats Restaurant June 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Social Media, Marketing, Project Planning, Facebook, Advertising, Program Management, Market Research, Entrepreneurship
Education
Babson College 2012 — 2016
Lincoln Financial Advisors May 2014 - August 2014
MGA Sports May 2013 - August 2013
Bands With Benefits September 2012 - May 2013
SMASH volleyball October 2011 - June 2012
Tugboats Restaurant June 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Social Media, Marketing, Project Planning, Facebook, Advertising, Program Management, Market Research, Entrepreneurship
Education
Babson College 2012 — 2016
Laura Elders Laura Elders's Lincoln Financial Advisors Experience 2000 - 2001
Job Director of Human Resources
Industry Human Resources
Experience
Game Ready March 2012 - Present
HR Options, Inc June 2003 - March 2012
HR Options, Inc May 2001 - June 2003
Lincoln Financial Advisors 2000 - 2001
Skills
Recruiting, Leave Administration, Benefits Administration, Taleo, COBRA, Software Deployment, HRIS, Employee Relations, Human Resources, Performance Management, Employment Law, HR Consulting, Conflict Resolution, Screening, Temporary Placement
Education
California State University-East Bay 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Admin. - Human Resources
Game Ready March 2012 - Present
HR Options, Inc June 2003 - March 2012
HR Options, Inc May 2001 - June 2003
Lincoln Financial Advisors 2000 - 2001
Skills
Recruiting, Leave Administration, Benefits Administration, Taleo, COBRA, Software Deployment, HRIS, Employee Relations, Human Resources, Performance Management, Employment Law, HR Consulting, Conflict Resolution, Screening, Temporary Placement
Education
California State University-East Bay 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Admin. - Human Resources
Andrea Stalder Andrea Stalder's Lincoln Financial Advisors Experience July 2011 - August 2012
Job Executive Assistant at Lincoln Financial Advisors
Industry Financial Services
Experience
California Department of Justice April 2014 - Present
Lincoln Financial Advisors July 2011 - August 2012
River City Staffing April 2011 - July 2011
SEEDS Consulting November 2009 - November 2010
Act-1 July 2008 - April 2009
Kelly Financial Resources/Kelly IT Resources May 2007 - October 2007
AppleOne Employment July 2006 - April 2007
Skills
Recruiting
Education
Azusa Pacific University 2001 — 2003
American River College
none, General transfer
California Department of Justice April 2014 - Present
Lincoln Financial Advisors July 2011 - August 2012
River City Staffing April 2011 - July 2011
SEEDS Consulting November 2009 - November 2010
Act-1 July 2008 - April 2009
Kelly Financial Resources/Kelly IT Resources May 2007 - October 2007
AppleOne Employment July 2006 - April 2007
Skills
Recruiting
Education
Azusa Pacific University 2001 — 2003
American River College
none, General transfer
Dominique Maurer Dominique Maurer's Lincoln Financial Advisors Experience June 2008 - December 2008
Job Executive Assistant at City of Modesto
Industry Commercial Real Estate
Experience
City of Modesto October 2012 - Present
Prime Finance March 2011 - September 2012
Alvernaz Partners LLC December 2008 - November 2010
Alvernaz Partners LLC December 2008 - November 2010
Lincoln Financial Advisors June 2008 - December 2008
Levin Simes Kaiser & Gornick, LLP August 2004 - June 2008
Skills
Human Resources, Outlook, Administrative..., Research, Sales, Project Planning, Customer Service, Event Planning
Education
Cal Poly 2002 — 2004
Bachelor of Science, Animal Science
California Polytechnic State University-San Luis Obispo 2002 — 2004
Bachelors, Animal Science/Agribusiness
City of Modesto October 2012 - Present
Prime Finance March 2011 - September 2012
Alvernaz Partners LLC December 2008 - November 2010
Alvernaz Partners LLC December 2008 - November 2010
Lincoln Financial Advisors June 2008 - December 2008
Levin Simes Kaiser & Gornick, LLP August 2004 - June 2008
Skills
Human Resources, Outlook, Administrative..., Research, Sales, Project Planning, Customer Service, Event Planning
Education
Cal Poly 2002 — 2004
Bachelor of Science, Animal Science
California Polytechnic State University-San Luis Obispo 2002 — 2004
Bachelors, Animal Science/Agribusiness
Greg McMurdie CFP, CEBS, ChFC Greg McMurdie CFP, CEBS, ChFC's Lincoln Financial Advisors Experience 1995 - 2005
Job Retirement Plan Consultant
Industry Financial Services
Experience
FSC Securities Corporation 2005 - Present
Shea & McMurdie Retirement 1973 - Present
Lincoln Financial Advisors 1995 - 2005
MONY Financial Services 1973 - 1995
Skills
Retirement Planning, Corporate Retirement..., Strategic Planning, Finance, Investments, Retirement, Financial Planning, Financial Advisory, Leadership, Securities, Financial Services, Strategic Financial..., Small Business, Customer Service, Insurance, Employee Benefits, Change Management, Property & Casualty..., Business Strategy, Fixed Annuities, Asset Management, Management, Business Development, 401k, Negotiation, Team Building, Process Improvement, Life Insurance, Tax, Public Speaking, Estate Planning, Wealth Management, Series 7, New Business Development, Leadership Development, Financial Risk
Education
Brigham Young University 1967 — 1973
BS, Business Management
FSC Securities Corporation 2005 - Present
Shea & McMurdie Retirement 1973 - Present
Lincoln Financial Advisors 1995 - 2005
MONY Financial Services 1973 - 1995
Skills
Retirement Planning, Corporate Retirement..., Strategic Planning, Finance, Investments, Retirement, Financial Planning, Financial Advisory, Leadership, Securities, Financial Services, Strategic Financial..., Small Business, Customer Service, Insurance, Employee Benefits, Change Management, Property & Casualty..., Business Strategy, Fixed Annuities, Asset Management, Management, Business Development, 401k, Negotiation, Team Building, Process Improvement, Life Insurance, Tax, Public Speaking, Estate Planning, Wealth Management, Series 7, New Business Development, Leadership Development, Financial Risk
Education
Brigham Young University 1967 — 1973
BS, Business Management
Louis Orlando Louis Orlando's Lincoln Financial Advisors Experience December 2009 - May 2010
Job Financial Analyst at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin February 2011 - Present
Bloomberg LP September 2010 - December 2010
Lincoln Financial Advisors December 2009 - May 2010
Skills
SAP, Microsoft Excel, Microsoft Word, Microsoft Office, PeopleSoft, VIP, Einstein, Communication, Multi Tasking, Time Management, Apple, Windows, Financial Forecasting, Accounting, Billing Systems, P2P, System Setup, Financial Reporting, Financial Analysis, Financial Audits, Financial Accounting
Education
Montclair State University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance and Management
Brookdale Community College 2006 — 2008
Associate of Science (A.S.), Business Administration
Lockheed Martin February 2011 - Present
Bloomberg LP September 2010 - December 2010
Lincoln Financial Advisors December 2009 - May 2010
Skills
SAP, Microsoft Excel, Microsoft Word, Microsoft Office, PeopleSoft, VIP, Einstein, Communication, Multi Tasking, Time Management, Apple, Windows, Financial Forecasting, Accounting, Billing Systems, P2P, System Setup, Financial Reporting, Financial Analysis, Financial Audits, Financial Accounting
Education
Montclair State University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance and Management
Brookdale Community College 2006 — 2008
Associate of Science (A.S.), Business Administration
Tom Losby's Lincoln Financial Advisors Experience January 2012 - Present
Job Lincoln Financial Advisors, Investment Services Dept.
Industry Financial Services
Experience
Lincoln Financial Advisors January 2012 - Present
Securities Resources, a consulting firm January 2011 - December 2011
NRP Financial, Inc. April 2008 - December 2010
Securities Resources, a consulting firm August 2003 - April 2008
Berthel Fisher & Co. Financial Services, Inc. March 2003 - September 2003
Continental Capital Investment Services, Inc. (formerly Sky Investments) January 1996 - June 2003
Hamilton Investments, Inc. 1991 - December 1995
Education
Augustana College 1978 — 1982
BA, Business Admin. & Computer Science
Professional Designations
Lincoln Financial Advisors January 2012 - Present
Securities Resources, a consulting firm January 2011 - December 2011
NRP Financial, Inc. April 2008 - December 2010
Securities Resources, a consulting firm August 2003 - April 2008
Berthel Fisher & Co. Financial Services, Inc. March 2003 - September 2003
Continental Capital Investment Services, Inc. (formerly Sky Investments) January 1996 - June 2003
Hamilton Investments, Inc. 1991 - December 1995
Education
Augustana College 1978 — 1982
BA, Business Admin. & Computer Science
Professional Designations
David B. Meske, MBA, CRPC®, CRPS® David B. Meske, MBA, CRPC®, CRPS®'s Lincoln Financial Advisors Experience January 2007 - 2014
Job Retirement Plan Services / Independent Wealth Advisor at Trendency Capital Partners
Industry Financial Services
Experience
Trendency Capital Partners January 2015 - Present
Securities America (Broker Dealer) December 2014 - Present
Lincoln Financial Advisors January 2007 - 2014
Lincoln Financial Advisors January 2003 - January 2007
Skills
Retirement Planning, Retirement, Financial Services, 401k, Investments, Series 63, Financial Goals, Fixed Annuities, Wealth Management, Series 7, Investment Advisory, Series 6, Financial Planning, Mutual Funds, Wealth, Insurance, Asset Allocation, Employee Benefits, Pensions, Financial Advisory, Securities, Life Insurance, Professional Coaching
Education
Ashland University 2003 — 2006
Master of Business Administration (M.B.A.)
Denison University 1992 — 1996
Bachelor of Arts (BA), Psychology Major / Communication Minor
Trendency Capital Partners January 2015 - Present
Securities America (Broker Dealer) December 2014 - Present
Lincoln Financial Advisors January 2007 - 2014
Lincoln Financial Advisors January 2003 - January 2007
Skills
Retirement Planning, Retirement, Financial Services, 401k, Investments, Series 63, Financial Goals, Fixed Annuities, Wealth Management, Series 7, Investment Advisory, Series 6, Financial Planning, Mutual Funds, Wealth, Insurance, Asset Allocation, Employee Benefits, Pensions, Financial Advisory, Securities, Life Insurance, Professional Coaching
Education
Ashland University 2003 — 2006
Master of Business Administration (M.B.A.)
Denison University 1992 — 1996
Bachelor of Arts (BA), Psychology Major / Communication Minor
Eric Sanger Eric Sanger's Lincoln Financial Advisors Experience October 2006 - December 2009
Job Senior Compliance Analyst at AIG
Industry Financial Services
Experience
AIG August 2015 - Present
Northwestern Mutual March 2012 - August 2015
Northwestern Mutual January 2010 - March 2012
Lincoln Financial Advisors October 2006 - December 2009
Education
Arizona State University 2004 — 2008
Economics
AIG August 2015 - Present
Northwestern Mutual March 2012 - August 2015
Northwestern Mutual January 2010 - March 2012
Lincoln Financial Advisors October 2006 - December 2009
Education
Arizona State University 2004 — 2008
Economics
Jenni Reicks Jenni Reicks's Lincoln Financial Advisors Experience Sr IT Business AnalystLincoln Financial Group2003 - Present
Job Business Systems Analyst at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Advisors Sr IT Business AnalystLincoln Financial Group2003 - Present
Skills
SDLC, Business Analysis, Requirements Gathering, Visio, Business Process, Business Requirements, Requirements Analysis
Education
Bellevue University 2000 — 2001
Bachelor's degree, Marketing and Managment
Lincoln Financial Advisors Sr IT Business AnalystLincoln Financial Group2003 - Present
Skills
SDLC, Business Analysis, Requirements Gathering, Visio, Business Process, Business Requirements, Requirements Analysis
Education
Bellevue University 2000 — 2001
Bachelor's degree, Marketing and Managment
Austin Peterson, MBA's Lincoln Financial Advisors Experience February 2015 - Present
Job Financial Services Sales Executive/ Financial Advisor with 15 years of industry experience
Industry Financial Services
Experience
Lincoln Financial Advisors February 2015 - Present
Symetra April 2013 - February 2015
Crump Life Insurance Services December 2011 - April 2013
Crump Insurance June 2008 - December 2011
Oak Tree Management Group September 2002 - June 2008
Pacific Life June 2001 - September 2002
Independent Capital Management May 2000 - May 2001
Skills
Annuities, Long Term Care, Disability Insurance, Retirement Planning, Insurance, Financial Planning, Estate Planning, Investments, Mutual Funds, Retirement, Asset Management, Securities, 401k, Customer Relations, Asset Allocation, Wealth Management, Account Management, Sales Management, Customer Service, Public Speaking, Team Building, Excel, Business Planning, New Business Development, Problem Solving, Series 6, Fixed Annuities, Long-term Care, Life Insurance, Microsoft Excel, Sales, Series 63, Strategic Financial..., Wealth, Financial Services, Term Life Insurance, Leadership, Management
Education
Brigham Young University--Marriott School of Management 2006 — 2008
MBA
California State University-Fullerton 2002 — 2004
BA
Irvine Valley College 2000 — 2002
Associate of Arts
Provo High School 1991 — 1994
Diploma
Lincoln Financial Advisors February 2015 - Present
Symetra April 2013 - February 2015
Crump Life Insurance Services December 2011 - April 2013
Crump Insurance June 2008 - December 2011
Oak Tree Management Group September 2002 - June 2008
Pacific Life June 2001 - September 2002
Independent Capital Management May 2000 - May 2001
Skills
Annuities, Long Term Care, Disability Insurance, Retirement Planning, Insurance, Financial Planning, Estate Planning, Investments, Mutual Funds, Retirement, Asset Management, Securities, 401k, Customer Relations, Asset Allocation, Wealth Management, Account Management, Sales Management, Customer Service, Public Speaking, Team Building, Excel, Business Planning, New Business Development, Problem Solving, Series 6, Fixed Annuities, Long-term Care, Life Insurance, Microsoft Excel, Sales, Series 63, Strategic Financial..., Wealth, Financial Services, Term Life Insurance, Leadership, Management
Education
Brigham Young University--Marriott School of Management 2006 — 2008
MBA
California State University-Fullerton 2002 — 2004
BA
Irvine Valley College 2000 — 2002
Associate of Arts
Provo High School 1991 — 1994
Diploma
Nadine Marder's Lincoln Financial Advisors Experience September 2007 - February 2009
Job Leasing Assistant at Kimco Realty Corporation
Industry Executive Office
Experience
Kimco Realty Corporation May 2009 - Present
Lincoln Financial Advisors September 2007 - February 2009
Prudential Florida Realty December 2001 - June 2007
Remax Hometown February 1998 - December 2000
McCoy Realty Group July 1997 - January 1998
The Farbman Group June 1993 - August 1997
Education
Miami Dade College 1971 — 1973
Associates
Barry University
n/a
Miami Springs High
University of South Florida
n/a
Kimco Realty Corporation May 2009 - Present
Lincoln Financial Advisors September 2007 - February 2009
Prudential Florida Realty December 2001 - June 2007
Remax Hometown February 1998 - December 2000
McCoy Realty Group July 1997 - January 1998
The Farbman Group June 1993 - August 1997
Education
Miami Dade College 1971 — 1973
Associates
Barry University
n/a
Miami Springs High
University of South Florida
n/a
Michael Barrett, CFP®, CRPC®, MBA's Lincoln Financial Advisors Experience May 1996 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 1996 - Present
Wendy's International 1991 - 1996
Binghamton Savings Bank 1988 - 1991
BancOhio National Bank 1985 - 1991
Education
Ashland University 1993 — 1995
MBA
Albion College 1981 — 1985
Bachelor of Arts, Ecomomics and Management
Lincoln Financial Advisors May 1996 - Present
Wendy's International 1991 - 1996
Binghamton Savings Bank 1988 - 1991
BancOhio National Bank 1985 - 1991
Education
Ashland University 1993 — 1995
MBA
Albion College 1981 — 1985
Bachelor of Arts, Ecomomics and Management
Kathi Heyes's Lincoln Financial Advisors Experience September 2001 - June 2007
Job Sr Project Manager at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group June 2007 - Present
PM-NEIC 2009 - 2010
Lincoln Financial Advisors September 2001 - June 2007
Lincoln Financial Group May 1988 - September 2001
Skills
MS Project, Planview, SDLC, PMP, Business Analysis, PMO, Process Improvement, Requirements Analysis, Program Management, Vendor Management, Software Project..., Visio, Project Portfolio..., Business Requirements, Software Documentation, Requirements Gathering, Project Planning
Education
Baldwin Wallace University 1971 — 1975
Bachelor of Science, Mathematics
Abington High School, Abington PA
Lincoln Financial Group June 2007 - Present
PM-NEIC 2009 - 2010
Lincoln Financial Advisors September 2001 - June 2007
Lincoln Financial Group May 1988 - September 2001
Skills
MS Project, Planview, SDLC, PMP, Business Analysis, PMO, Process Improvement, Requirements Analysis, Program Management, Vendor Management, Software Project..., Visio, Project Portfolio..., Business Requirements, Software Documentation, Requirements Gathering, Project Planning
Education
Baldwin Wallace University 1971 — 1975
Bachelor of Science, Mathematics
Abington High School, Abington PA
Jon Santini's Lincoln Financial Advisors Experience February 2002 - June 2006
Job Security System Administrator at Ohio State University
Industry Information Technology and Services
Experience
Ohio State University June 2006 - Present
Lincoln Financial Advisors February 2002 - June 2006
SourceMedical March 2001 - October 2001
Skills
Security Management, Customer Service, PowerPoint, Access Control, Microsoft Word, Microsoft Excel, Hardware, Microsoft Office, Security, Team Building, Troubleshooting, Technical Support, Windows Server, Project Management, Networking, Management, System Administration, Network Security
Education
Bowling Green State University 1992 — 1995
BS in Education with Emphasis in Sport Management & Athletic Training
Ohio State University June 2006 - Present
Lincoln Financial Advisors February 2002 - June 2006
SourceMedical March 2001 - October 2001
Skills
Security Management, Customer Service, PowerPoint, Access Control, Microsoft Word, Microsoft Excel, Hardware, Microsoft Office, Security, Team Building, Troubleshooting, Technical Support, Windows Server, Project Management, Networking, Management, System Administration, Network Security
Education
Bowling Green State University 1992 — 1995
BS in Education with Emphasis in Sport Management & Athletic Training
Daniel Goldfarb's Lincoln Financial Advisors Experience December 2005 - June 2009
Job CEO at Zahav Asset Management
Industry Financial Services
Experience
Zahav Asset Management March 2015 - Present
Maller Wealth Advisors January 2014 - March 2015
Heritage Financial Consultants LLC May 2012 - December 2013
Heritage Financial Consultants June 2009 - April 2012
Lincoln FInancial Advisors December 2005 - June 2009
I. Rice & Company 2001 - 2005
Jewish Community Federation of Cleveland 1997 - 1999
Jewish Federation of the Lehigh Valley 1996 - 1997
Skills
Series 7, Retirement Planning, Estate Planning, Strategic Financial..., Investments, Employee Benefits, Small Business, Trading, High Net Worth..., Retirement, Wealth Management
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2001
MBA, Finance & Operations
Baltimore Hebrew University 1994 — 1996
M.A., Jewish Studies
University of Maryland Baltimore County 1994 — 1996
M.P.S., Political Science
Rutgers University-New Brunswick 1989 — 1993
B.A., American Studies
Zahav Asset Management March 2015 - Present
Maller Wealth Advisors January 2014 - March 2015
Heritage Financial Consultants LLC May 2012 - December 2013
Heritage Financial Consultants June 2009 - April 2012
Lincoln FInancial Advisors December 2005 - June 2009
I. Rice & Company 2001 - 2005
Jewish Community Federation of Cleveland 1997 - 1999
Jewish Federation of the Lehigh Valley 1996 - 1997
Skills
Series 7, Retirement Planning, Estate Planning, Strategic Financial..., Investments, Employee Benefits, Small Business, Trading, High Net Worth..., Retirement, Wealth Management
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2001
MBA, Finance & Operations
Baltimore Hebrew University 1994 — 1996
M.A., Jewish Studies
University of Maryland Baltimore County 1994 — 1996
M.P.S., Political Science
Rutgers University-New Brunswick 1989 — 1993
B.A., American Studies
Matt Kwartler CFP®'s Lincoln Financial Advisors Experience May 1999 - March 2000
Job Regional Vice President Private Client Group at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments September 2012 - Present
SunTrust Bank October 2008 - December 2012
SunTrust Bank July 2003 - October 2008
IMG Capital Management March 2000 - June 2003
Lincoln Financial Advisors May 1999 - March 2000
Skills
Wealth Management
Education
Appalachian State University 1995 — 1999
Bachelor's degree
Fidelity Investments January 2015 - Present
Fidelity Investments September 2012 - Present
SunTrust Bank October 2008 - December 2012
SunTrust Bank July 2003 - October 2008
IMG Capital Management March 2000 - June 2003
Lincoln Financial Advisors May 1999 - March 2000
Skills
Wealth Management
Education
Appalachian State University 1995 — 1999
Bachelor's degree
Daniel D'Agostino, Sr.'s Lincoln Financial Advisors Experience April 2005 - January 2006
Job Senior Advisor at AmeriTech Advisors
Industry Financial Services
Experience
AmeriTech Advisors July 2010 - Present
HSBC Bank January 2006 - September 2008
Lincoln Financial Advisors April 2005 - January 2006
JP Morgan Chase August 2003 - March 2005
Western Union Financial Services 1992 - 1994
Healthline 1989 - 1991
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing
Iona College
AmeriTech Advisors July 2010 - Present
HSBC Bank January 2006 - September 2008
Lincoln Financial Advisors April 2005 - January 2006
JP Morgan Chase August 2003 - March 2005
Western Union Financial Services 1992 - 1994
Healthline 1989 - 1991
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing
Iona College
Andy Badertscher, CFP®, CLU®'s Lincoln Financial Advisors Experience June 1999 - January 2003
Job Certified Financial Planner at the Hummel Group
Industry Financial Services
Experience
Hummel Wealth Management, at the Taylor Agency January 2003 - Present
Lincoln Financial Advisors June 1999 - January 2003
Skills
Fixed Annuities, Insurance, Finance, Life Insurance, Term Life Insurance, Long Term Care Insurance, Small Business, Disability Insurance, 401k, Financial Planners, Strategic Financial..., Long-term Care, Series 7, Financial Advisory, Estate Planning, Wealth Management, Pensions, Investments, 529 Plans, Retirement, IRAs, Retirement Planning
Education
Baldwin Wallace University 1995 — 1999
BA, Economics/History
The American College 1995 — 1999
CLU, Chartered Life Underwriter (Life Insurance)
Hummel Wealth Management, at the Taylor Agency January 2003 - Present
Lincoln Financial Advisors June 1999 - January 2003
Skills
Fixed Annuities, Insurance, Finance, Life Insurance, Term Life Insurance, Long Term Care Insurance, Small Business, Disability Insurance, 401k, Financial Planners, Strategic Financial..., Long-term Care, Series 7, Financial Advisory, Estate Planning, Wealth Management, Pensions, Investments, 529 Plans, Retirement, IRAs, Retirement Planning
Education
Baldwin Wallace University 1995 — 1999
BA, Economics/History
The American College 1995 — 1999
CLU, Chartered Life Underwriter (Life Insurance)
Brad Hughs's Lincoln Financial Advisors Experience March 2002 - January 2005
Job Executive Vice President at Southwest Wealth Advisory Group
Industry Financial Services
Experience
Southwest Wealth Advisory Group February 2008 - Present
New England Financial January 2005 - February 2008
Lincoln Financial Advisors March 2002 - January 2005
Lincoln Financial Advisors March 1999 - March 2002
Lincoln Financial Advisors July 1996 - March 1999
Skills
Retirement Planning
Education
Arizona State University 1993 — 1996
Bachelor of Science, Finance
Kansas State University 1992 — 1992
Finance
Shawnee Mission HS 1987 — 1992
Southwest Wealth Advisory Group February 2008 - Present
New England Financial January 2005 - February 2008
Lincoln Financial Advisors March 2002 - January 2005
Lincoln Financial Advisors March 1999 - March 2002
Lincoln Financial Advisors July 1996 - March 1999
Skills
Retirement Planning
Education
Arizona State University 1993 — 1996
Bachelor of Science, Finance
Kansas State University 1992 — 1992
Finance
Shawnee Mission HS 1987 — 1992
Chester A. Shipps's Lincoln Financial Advisors Experience SSGTU,S. Air ForceAugust 1960 - November 1974
Job Broker at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors SSGTU,S. Air ForceAugust 1960 - November 1974
Education
Bellevue University 1976 — 1979
B S
Lincoln Financial Advisors SSGTU,S. Air ForceAugust 1960 - November 1974
Education
Bellevue University 1976 — 1979
B S
Denise Davey Zaine's Lincoln Financial Advisors Experience September 1999 - September 2006
Job Cigna IT Global Svcs Grp
Industry Insurance
Experience
Cigna June 2015 - Present
CIGNA January 2012 - Present
CIGNA Healthcare September 2006 - Present
Lincoln Financial Advisors September 1999 - September 2006
Aetna Insurance Co. June 1989 - July 1999
New York Life Insurance Company 1984 - 1989
Education
Bay Path College 1990 — 1991
Various, Company Specific Job Related Courses
Cigna June 2015 - Present
CIGNA January 2012 - Present
CIGNA Healthcare September 2006 - Present
Lincoln Financial Advisors September 1999 - September 2006
Aetna Insurance Co. June 1989 - July 1999
New York Life Insurance Company 1984 - 1989
Education
Bay Path College 1990 — 1991
Various, Company Specific Job Related Courses
Debbe Buckman RN's Lincoln Financial Advisors Experience April 1999 - June 2002
Job Director of LongTerm Care Insurance at Sanders Agency
Industry Financial Services
Experience
Sanders Agency June 2002 - Present
Sanders Agency June 2002 - Present
Saint Joseph Regional Medical Center September 1981 - Present
Lincoln Financial Advisors April 1999 - June 2002
Skills
Training, Finance, Leadership, Customer Service, Microsoft Excel, Software Documentation, Outlook, Strategic Planning, Management, Microsoft Office, Time Management, Budgets, Coaching, Analysis, Process Improvement
Education
Ball State University 1971 — 1975
BSN, Nursing
Sanders Agency June 2002 - Present
Sanders Agency June 2002 - Present
Saint Joseph Regional Medical Center September 1981 - Present
Lincoln Financial Advisors April 1999 - June 2002
Skills
Training, Finance, Leadership, Customer Service, Microsoft Excel, Software Documentation, Outlook, Strategic Planning, Management, Microsoft Office, Time Management, Budgets, Coaching, Analysis, Process Improvement
Education
Ball State University 1971 — 1975
BSN, Nursing
Kateryna Speck's Lincoln Financial Advisors Experience January 2007 - May 2007
Job Senior Catastrophe Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance January 2012 - Present
Liberty Mutual May 2011 - August 2011
Friedman LLP August 2007 - May 2010
Lincoln Financial Advisors January 2007 - May 2007
Rowan University September 2006 - May 2007
Privat Bank (Ukraine) June 2005 - August 2005
Northwood University March 2004 - May 2005
Education
Boston University Questrom School of Business 2010 — 2012
MS, Mathematical Finance
State University of New York Empire State College 2008 — 2010
non-degree, Mathematics
Rowan University 2005 — 2007
BS, Finance, Accounting
Northwood University 2003 — 2005
AA, Finance, Management
Liberty Mutual Insurance January 2012 - Present
Liberty Mutual May 2011 - August 2011
Friedman LLP August 2007 - May 2010
Lincoln Financial Advisors January 2007 - May 2007
Rowan University September 2006 - May 2007
Privat Bank (Ukraine) June 2005 - August 2005
Northwood University March 2004 - May 2005
Education
Boston University Questrom School of Business 2010 — 2012
MS, Mathematical Finance
State University of New York Empire State College 2008 — 2010
non-degree, Mathematics
Rowan University 2005 — 2007
BS, Finance, Accounting
Northwood University 2003 — 2005
AA, Finance, Management
Patricia Riley's Lincoln Financial Advisors Experience May 2001 - February 2003
Job Director of Client Relations/Recruiter
Industry Human Resources
Experience
PacWest Solutions May 2014 - Present
The Resource Corner, LLC June 2013 - Present
Advertising Magic June 2012 - August 2013
Juice in the City August 2011 - February 2012
Debaufre Swiss Watches May 2008 - June 2011
Lincoln Financial Advisors May 2001 - February 2003
Key Resources June 1995 - November 2000
Wollborg/Michelson June 1991 - June 1995
Adecco Group (formerly Adia Personnel) June 1990 - June 1991
Skills
Internet Recruiting, Sourcing, Recruiting, Training, Contract Negotiation, Budgets, Human Resources, Strategic Planning, Vendor Management, CRM, Team Building, Notary Public, Sales Operations, Interviews, Negotiation, Management, Marketing, Operations Management, Temporary Placement, Temporary Staffing
Education
California State University-East Bay
Bachelor of Arts, Liberal Studies
PacWest Solutions May 2014 - Present
The Resource Corner, LLC June 2013 - Present
Advertising Magic June 2012 - August 2013
Juice in the City August 2011 - February 2012
Debaufre Swiss Watches May 2008 - June 2011
Lincoln Financial Advisors May 2001 - February 2003
Key Resources June 1995 - November 2000
Wollborg/Michelson June 1991 - June 1995
Adecco Group (formerly Adia Personnel) June 1990 - June 1991
Skills
Internet Recruiting, Sourcing, Recruiting, Training, Contract Negotiation, Budgets, Human Resources, Strategic Planning, Vendor Management, CRM, Team Building, Notary Public, Sales Operations, Interviews, Negotiation, Management, Marketing, Operations Management, Temporary Placement, Temporary Staffing
Education
California State University-East Bay
Bachelor of Arts, Liberal Studies
David Miller AAMS, AWMA, CRPC, CMFC, CLTC's Lincoln Financial Advisors Experience November 2002 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors November 2002 - Present
United Methodist Church January 1971 - June 1998
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Investment Advisory..., Estate Planning, Fixed Annuities, Strategic Financial..., IRAs, Mutual Funds, Wealth Accumulation, Investments, Asset Allocation, Series 63, Series 65
Education
Vanderbilt University 1977 — 1979
Doctor of Ministry
Scarritt College 1969 — 1971
Bachelor's degree, Behavioral Sciences
Belmont University
Certificate of Financial Planning
Vanderbilt University
Master of Divinity (M.Div.) 1971, Doctor of Ministry 1978
Lincoln Financial Advisors November 2002 - Present
United Methodist Church January 1971 - June 1998
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Investment Advisory..., Estate Planning, Fixed Annuities, Strategic Financial..., IRAs, Mutual Funds, Wealth Accumulation, Investments, Asset Allocation, Series 63, Series 65
Education
Vanderbilt University 1977 — 1979
Doctor of Ministry
Scarritt College 1969 — 1971
Bachelor's degree, Behavioral Sciences
Belmont University
Certificate of Financial Planning
Vanderbilt University
Master of Divinity (M.Div.) 1971, Doctor of Ministry 1978
Jennifer Hamm's Lincoln Financial Advisors Experience September 2006 - November 2012
Job Director of Operations at Summit Wealth & Retirement Partners
Industry Financial Services
Experience
Summit Wealth & Retirement Partners March 2013 - Present
Lincoln Financial Advisors September 2006 - November 2012
Lincoln Financial Advisors October 2006 - August 2007
Skills
Project Management, QuickBooks, Accounts Payable, Human Resources, Accounts Receivable, Office Management, Office Administration, Account Management, IT Operations, Microsoft Office, Back Office, Salesforce.com, GUI, Quicken, Google Analytics, Google Adwords, Google Docs, Google Webmaster Tools, Project Coordination, Adobe Acrobat, Photoshop, Warehouse Management
Education
Kaplan University 2009 — 2011
Business Management, Corporate Management and Sales
California State University-East Bay 2009 — 2010
B.S. Business Administration, Corporate Management and Sales
Las Positas College 2006 — 2008
AA Liberal Arts, Business
Summit Wealth & Retirement Partners March 2013 - Present
Lincoln Financial Advisors September 2006 - November 2012
Lincoln Financial Advisors October 2006 - August 2007
Skills
Project Management, QuickBooks, Accounts Payable, Human Resources, Accounts Receivable, Office Management, Office Administration, Account Management, IT Operations, Microsoft Office, Back Office, Salesforce.com, GUI, Quicken, Google Analytics, Google Adwords, Google Docs, Google Webmaster Tools, Project Coordination, Adobe Acrobat, Photoshop, Warehouse Management
Education
Kaplan University 2009 — 2011
Business Management, Corporate Management and Sales
California State University-East Bay 2009 — 2010
B.S. Business Administration, Corporate Management and Sales
Las Positas College 2006 — 2008
AA Liberal Arts, Business
Rodney Repko's Lincoln Financial Advisors Experience November 2014 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors November 2014 - Present
VALIC December 2004 - November 2014
Education
Bucknell University 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Lincoln Financial Advisors November 2014 - Present
VALIC December 2004 - November 2014
Education
Bucknell University 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Allen Taylor's Lincoln Financial Advisors Experience January 1996 - May 1998
Job Founder/ Managing Partner at Wealth Strategies LLC
Industry Financial Services
Experience
Wealth Strategies, LLC February 2002 - Present
IFG Securities May 1998 - February 2002
Lincoln Financial Advisors January 1996 - May 1998
BBVA Compass August 1986 - January 1996
Skills
Investments, Retirement Planning, Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Asset Allocation, Retirement, Finance, Mutual Funds, Investment Advisory, Estate Planning, Banking, Wealth Management, Strategic Planning, Financial Services, Risk Management, Fixed Annuities, Asset Managment, Customer Service, Management, Investment Strategies, Asset Management, Wealth Management..., Leadership, Business Planning, Series 63, Employee Benefits, Series 7, Wealth, Financial Analysis, Project Planning, Loans, Analysis, Small Business, Tax, Series 65, Start-ups, Series 24, Disability Insurance, Investment Management, Long-term Care, Life Insurance, Insurance
Education
Birmingham Southern College 1992 — 1994
BA, Business Administration, Finance
Auburn University 1983 — 1986
Business/ FInance
University of North Alabama 1981 — 1983
Business
Wealth Strategies, LLC February 2002 - Present
IFG Securities May 1998 - February 2002
Lincoln Financial Advisors January 1996 - May 1998
BBVA Compass August 1986 - January 1996
Skills
Investments, Retirement Planning, Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Asset Allocation, Retirement, Finance, Mutual Funds, Investment Advisory, Estate Planning, Banking, Wealth Management, Strategic Planning, Financial Services, Risk Management, Fixed Annuities, Asset Managment, Customer Service, Management, Investment Strategies, Asset Management, Wealth Management..., Leadership, Business Planning, Series 63, Employee Benefits, Series 7, Wealth, Financial Analysis, Project Planning, Loans, Analysis, Small Business, Tax, Series 65, Start-ups, Series 24, Disability Insurance, Investment Management, Long-term Care, Life Insurance, Insurance
Education
Birmingham Southern College 1992 — 1994
BA, Business Administration, Finance
Auburn University 1983 — 1986
Business/ FInance
University of North Alabama 1981 — 1983
Business
Nick Meyers, CFP, AEP's Lincoln Financial Advisors Experience March 1984 - Present
Job Accredited Estate Planner (AEP) at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 1998 - Present
Certified Financial Planner May 1991 - Present
Lincoln Financial Advisors March 1984 - Present
Skills
Wealth, Wealth Management, Retirement Planning, Certified Financial..., Registered Investment..., Series 7, Broker-Dealer, Retirement, Investment Advisory, Estate Planning
Education
National Association of Estate Planners & Councils 1988 — 1988
Accredited Estate Planner, Finance and Financial Management Services
College for Financial Planning 1986 — 1988
Certified Financial Planner, Finance and Financial Management Services
American University - Kogod School of Business 1976 — 1980
BSBA, Marketing
Lincoln Financial Group March 1998 - Present
Certified Financial Planner May 1991 - Present
Lincoln Financial Advisors March 1984 - Present
Skills
Wealth, Wealth Management, Retirement Planning, Certified Financial..., Registered Investment..., Series 7, Broker-Dealer, Retirement, Investment Advisory, Estate Planning
Education
National Association of Estate Planners & Councils 1988 — 1988
Accredited Estate Planner, Finance and Financial Management Services
College for Financial Planning 1986 — 1988
Certified Financial Planner, Finance and Financial Management Services
American University - Kogod School of Business 1976 — 1980
BSBA, Marketing
Neil Filomena's Lincoln Financial Advisors Experience July 2011 - Present
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors July 2011 - Present
Horner Townsand Kent (HTK) January 2005 - July 2011
Penn Mutual January 2005 - January 2011
Oglvie Security Advisors January 2001 - January 2005
Skills
Retirement, Portfolio Management, Long-term Care, Training, Microsoft Office, 401k, Investments, Insurance, Life Insurance, Financial Services, Estate Planning, Retirement Planning, Financial Advisory, Employee Benefits, Finance, Financial Planners, Fixed Annuities, Health Insurance, IRAs, Investment Advisory, Public Speaking, Strategic Financial..., Sales, Financial Planning, Wealth Accumulation, Wealth
Education
Adelphi University 1985 — 1987
Certified Financial Planner Degree
York College of the City University of New York 1971 — 1987
Bachelor of Science (B.S.), Community Health Education
Holy cross h.s.
Lincoln Financial Advisors July 2011 - Present
Horner Townsand Kent (HTK) January 2005 - July 2011
Penn Mutual January 2005 - January 2011
Oglvie Security Advisors January 2001 - January 2005
Skills
Retirement, Portfolio Management, Long-term Care, Training, Microsoft Office, 401k, Investments, Insurance, Life Insurance, Financial Services, Estate Planning, Retirement Planning, Financial Advisory, Employee Benefits, Finance, Financial Planners, Fixed Annuities, Health Insurance, IRAs, Investment Advisory, Public Speaking, Strategic Financial..., Sales, Financial Planning, Wealth Accumulation, Wealth
Education
Adelphi University 1985 — 1987
Certified Financial Planner Degree
York College of the City University of New York 1971 — 1987
Bachelor of Science (B.S.), Community Health Education
Holy cross h.s.
Devin Bhatia's Lincoln Financial Advisors Experience August 2008 - April 2009
Job MBA Candidate, Class of 2015 at Boston University
Industry Real Estate
Experience
Boston University August 2013 - Present
Liberty Mutual July 2010 - August 2013
Lincoln Financial Advisors August 2008 - April 2009
Skills
Financial Modeling, Essbase, Hyperion Reports, Financial Analysis, Insurance, Finance, Microsoft Excel, Data Analysis, Microsoft Office, Investments, PeopleSoft, Financial Reporting, Leadership, Analytics
Education
Boston University - School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Strategy and Business Analysis
The University of Connecticut 2004 — 2008
Bachelor's Degree, Actuarial Science and Mathematics
Boston University August 2013 - Present
Liberty Mutual July 2010 - August 2013
Lincoln Financial Advisors August 2008 - April 2009
Skills
Financial Modeling, Essbase, Hyperion Reports, Financial Analysis, Insurance, Finance, Microsoft Excel, Data Analysis, Microsoft Office, Investments, PeopleSoft, Financial Reporting, Leadership, Analytics
Education
Boston University - School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Strategy and Business Analysis
The University of Connecticut 2004 — 2008
Bachelor's Degree, Actuarial Science and Mathematics
Sharon Weinle's Lincoln Financial Advisors Experience March 2012 - Present
Job Business Operations Manager at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors March 2012 - Present
State of Utah, Division of Securities May 2011 - March 2012
Insphere Securities, Inc, (formerly Beneficial Investment Services) November 2007 - November 2010
Insphere Securities, Inc. (fka Beneficial Investment Services) April 2007 - November 2007
Zions Direct, Inc. (formerly Zions Investment Securities, Inc July 2006 - April 2007
Zions Direct (fka Zions Investment Securities, Inc.) July 1998 - July 2006
PaineWebber, Inc June 1994 - July 1998
Skills
Compliance, Securities, Auditing, SEC reporting, Operations Management, Hold Series 7, Hold Series 63, Hold Series 24, Hold Series 66, Hold Series 9, 10, Previously Held Series..., Series 63, SEC filings, Series 7, FINRA, Budgets, Accounting, Internal Audit, Process Improvement, Management, Financial Services, Strategic Financial..., Investments, Financial Planning
Education
Brigham Young University
B.S, Fashion Merchandising
Lincoln Financial Advisors March 2012 - Present
State of Utah, Division of Securities May 2011 - March 2012
Insphere Securities, Inc, (formerly Beneficial Investment Services) November 2007 - November 2010
Insphere Securities, Inc. (fka Beneficial Investment Services) April 2007 - November 2007
Zions Direct, Inc. (formerly Zions Investment Securities, Inc July 2006 - April 2007
Zions Direct (fka Zions Investment Securities, Inc.) July 1998 - July 2006
PaineWebber, Inc June 1994 - July 1998
Skills
Compliance, Securities, Auditing, SEC reporting, Operations Management, Hold Series 7, Hold Series 63, Hold Series 24, Hold Series 66, Hold Series 9, 10, Previously Held Series..., Series 63, SEC filings, Series 7, FINRA, Budgets, Accounting, Internal Audit, Process Improvement, Management, Financial Services, Strategic Financial..., Investments, Financial Planning
Education
Brigham Young University
B.S, Fashion Merchandising
Sandra Molnar's Lincoln Financial Advisors Experience 1980 - 1990
Job Controller at WCIRB of California
Industry Nonprofit Organization Management
Experience
WCIRB of California July 2005 - Present
SAFE Security 2000 - 2005
Unicon International 1994 - 2000
Lincoln Financial Advisors 1980 - 1990
Skills
Cost Accounting, Accounting, Team Building, GAAP, Strategic Planning, Internal Controls, General Ledger, Financial Reporting, Business Process..., Financial Accounting, Budgets, Auditing, Risk Management, US GAAP, Consolidation, Microsoft Dynamics GP, Insurance, Project Accounting
Education
Cal State Hayward 1986 — 1990
Bachelor of Science (BS), Accounting
WCIRB of California July 2005 - Present
SAFE Security 2000 - 2005
Unicon International 1994 - 2000
Lincoln Financial Advisors 1980 - 1990
Skills
Cost Accounting, Accounting, Team Building, GAAP, Strategic Planning, Internal Controls, General Ledger, Financial Reporting, Business Process..., Financial Accounting, Budgets, Auditing, Risk Management, US GAAP, Consolidation, Microsoft Dynamics GP, Insurance, Project Accounting
Education
Cal State Hayward 1986 — 1990
Bachelor of Science (BS), Accounting
Fran Foley's Lincoln Financial Advisors Experience April 2007 - November 2008
Job
Industry Insurance
Experience
The Merriam Insurance Agency September 2013 - Present
LTC Financial Partners August 2012 - September 2013
Gallagher Benefit Services, Inc. 2011 - August 2012
Worlco Group Adisors November 2008 - April 2011
Lincoln Financial Advisors April 2007 - November 2008
Reliance Standard July 2004 - April 2007
MassMutual Financial Group January 2002 - July 2004
Unum June 1998 - December 2001
Skills
Strategic Planning, Employee Benefits, Marketing Strategy, Microsoft Excel, Brokers, Sales, Health Insurance, Insurance, New Business Development, Health Savings Accounts, Disability Insurance, Long-term Care, Term Life Insurance, Benefits Administration, Investments, Long Term Care Insurance, Underwriting, Group Insurance, Medicare, Life Insurance, Accident, COBRA, Critical Illness, 401k, Workers Compensation, Retirement, Fixed Annuities, Property & Casualty..., Whole Life, Flexible Spending..., Retirement Planning, Commercial Insurance, Claim, General Insurance, Insurance Brokerage
Education
Bowdoin College 1993 — 1997
BA, Sociology
Canterbury School 1989 — 1993
The Merriam Insurance Agency September 2013 - Present
LTC Financial Partners August 2012 - September 2013
Gallagher Benefit Services, Inc. 2011 - August 2012
Worlco Group Adisors November 2008 - April 2011
Lincoln Financial Advisors April 2007 - November 2008
Reliance Standard July 2004 - April 2007
MassMutual Financial Group January 2002 - July 2004
Unum June 1998 - December 2001
Skills
Strategic Planning, Employee Benefits, Marketing Strategy, Microsoft Excel, Brokers, Sales, Health Insurance, Insurance, New Business Development, Health Savings Accounts, Disability Insurance, Long-term Care, Term Life Insurance, Benefits Administration, Investments, Long Term Care Insurance, Underwriting, Group Insurance, Medicare, Life Insurance, Accident, COBRA, Critical Illness, 401k, Workers Compensation, Retirement, Fixed Annuities, Property & Casualty..., Whole Life, Flexible Spending..., Retirement Planning, Commercial Insurance, Claim, General Insurance, Insurance Brokerage
Education
Bowdoin College 1993 — 1997
BA, Sociology
Canterbury School 1989 — 1993
Susan Beierle's Lincoln Financial Advisors Experience 1998 - 2002
Job Sr Enterprise Project Manager
Industry Information Technology and Services
Experience
Experis January 2012 - January 2013
TDAmeritrade October 2004 - October 2012
Lincoln Financial Advisors 1998 - 2002
Mutual of Omaha 1977 - 1998
Skills
Portfolio Management, SDLC, Vendor Management, Risk Management, Business Analysis, Financial Services
Education
Bellevue University
Bachelor's degree, Information Technology
Experis January 2012 - January 2013
TDAmeritrade October 2004 - October 2012
Lincoln Financial Advisors 1998 - 2002
Mutual of Omaha 1977 - 1998
Skills
Portfolio Management, SDLC, Vendor Management, Risk Management, Business Analysis, Financial Services
Education
Bellevue University
Bachelor's degree, Information Technology
Ann Kough's Lincoln Financial Advisors Experience January 1993 - January 2004
Job Physical Therapist
Industry Medical Practice
Experience
Cherry Creek Wellness Center June 2015 - Present
Physical Therapy Specialists May 2015 - Present
Gryphon Airlines April 2006 - March 2012
Lincoln Financial Advisors January 1993 - January 2004
Education
University of Colorado Anschutz Medical Campus 2012 — 2015
Doctor of Physical Therapy
Arizona State University 1987 — 1990
MBA
Arizona State University 1981 — 1986
BS, Engineering
Cherry Creek Wellness Center June 2015 - Present
Physical Therapy Specialists May 2015 - Present
Gryphon Airlines April 2006 - March 2012
Lincoln Financial Advisors January 1993 - January 2004
Education
University of Colorado Anschutz Medical Campus 2012 — 2015
Doctor of Physical Therapy
Arizona State University 1987 — 1990
MBA
Arizona State University 1981 — 1986
BS, Engineering
Brandon Roundtree's Lincoln Financial Advisors Experience May 2012 - February 2013
Job Sales and Marketing at Solar Universe
Industry Renewables & Environment
Experience
Solar Universe September 2014 - Present
57 Builders January 2014 - May 2014
Tiger Woods Foundation June 2013 - December 2013
Sport Chalet January 2013 - September 2013
Lincoln Financial Advisors May 2012 - February 2013
GameStop March 2009 - April 2012
Hand Rehabilitation Specialists: The Hand and Upper Extremity Center February 2004 - September 2007
Skills
Sales, Customer Service, Microsoft Office, Social Media Marketing, Customer Satisfaction, Store Management, Technology Integration, Solar Energy
Education
California Lutheran University 2010 — 2012
Bachelor of Business Administration (BBA), Management and International Business
Bond University 2011 — 2011
Bachelor of Science (BS), Business
Solar Universe September 2014 - Present
57 Builders January 2014 - May 2014
Tiger Woods Foundation June 2013 - December 2013
Sport Chalet January 2013 - September 2013
Lincoln Financial Advisors May 2012 - February 2013
GameStop March 2009 - April 2012
Hand Rehabilitation Specialists: The Hand and Upper Extremity Center February 2004 - September 2007
Skills
Sales, Customer Service, Microsoft Office, Social Media Marketing, Customer Satisfaction, Store Management, Technology Integration, Solar Energy
Education
California Lutheran University 2010 — 2012
Bachelor of Business Administration (BBA), Management and International Business
Bond University 2011 — 2011
Bachelor of Science (BS), Business
Tania Hill's Lincoln Financial Advisors Experience April 2006 - September 2007
Job Coordinator at Maybelline/Garnier/essie (L'Oreal USA)
Industry Cosmetics
Experience
L'Oreal USA December 2007 - December 2012
Lincoln Financial Advisors April 2006 - September 2007
Skills
Social Media, Cosmetics, Beauty Industry, Brand Development, Customer Service, Event Planning, Luxury Goods, Brand Management, Creative Direction
Education
State University of New York Empire State College
Business, Management & Economics
Collège LaSalle, Montréal
Fashion Marketing & Advertisiing
RCC Institute of Technology
Graphic Design
L'Oreal USA December 2007 - December 2012
Lincoln Financial Advisors April 2006 - September 2007
Skills
Social Media, Cosmetics, Beauty Industry, Brand Development, Customer Service, Event Planning, Luxury Goods, Brand Management, Creative Direction
Education
State University of New York Empire State College
Business, Management & Economics
Collège LaSalle, Montréal
Fashion Marketing & Advertisiing
RCC Institute of Technology
Graphic Design
Evette Caceres's Lincoln Financial Advisors Experience October 2013 - Present
Job Retirment Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors October 2013 - Present
PNC Mortgage October 2012 - October 2013
Capital One November 2011 - October 2012
Chase August 2010 - November 2011
Chase Home Finance January 2006 - April 2008
Mellon Financial July 2004 - December 2005
Wachovia, A Wells Fargo Company June 1994 - July 2004
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Underwriting, Residential Mortgages, Credit, Banking, Credit Analysis, Refinance, FHA, Variable Annuities, Pricing, Sales Management
Education
Barry University 1992 — 1994
Bachelor of Science, International Business
Lincoln Financial Advisors October 2013 - Present
PNC Mortgage October 2012 - October 2013
Capital One November 2011 - October 2012
Chase August 2010 - November 2011
Chase Home Finance January 2006 - April 2008
Mellon Financial July 2004 - December 2005
Wachovia, A Wells Fargo Company June 1994 - July 2004
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Underwriting, Residential Mortgages, Credit, Banking, Credit Analysis, Refinance, FHA, Variable Annuities, Pricing, Sales Management
Education
Barry University 1992 — 1994
Bachelor of Science, International Business
Tricia Cottingham's Lincoln Financial Advisors Experience November 2006 - February 2011
Job Human Resources IT Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2011 - Present
Lincoln Financial Advisors November 2006 - February 2011
Skills
Employee Benefits, 401k, Retirement, Retirement Planning, IT Management, IT Strategy, IT Governance, IT Audit, IT Outsourcing, Project Planning, MS Project, Project Implementation, Project Coordination, Project Finance, Software Project..., project manager, applications project...
Education
Appalachian State University 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Computer Science
The University of Georgia 1978 — 1979
Lincoln Financial Group March 2011 - Present
Lincoln Financial Advisors November 2006 - February 2011
Skills
Employee Benefits, 401k, Retirement, Retirement Planning, IT Management, IT Strategy, IT Governance, IT Audit, IT Outsourcing, Project Planning, MS Project, Project Implementation, Project Coordination, Project Finance, Software Project..., project manager, applications project...
Education
Appalachian State University 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Computer Science
The University of Georgia 1978 — 1979
Rudolf Weiss, CFP®, CLTC, CIC's Lincoln Financial Advisors Experience May 1985 - December 2005
Job Certified Financial Planner™, Reby Advisors
Industry Financial Services
Experience
Reby Advisors March 2015 - Present
Barnum Finanial Group December 2005 - February 2015
Lincoln Financial Advisors May 1985 - December 2005
Education
Bryant University 1976 — 1980
Bachelors of Science, Major; Finance Minor; Economics
University of New Haven
Masters of Science in Taxation, Taxes
Reby Advisors March 2015 - Present
Barnum Finanial Group December 2005 - February 2015
Lincoln Financial Advisors May 1985 - December 2005
Education
Bryant University 1976 — 1980
Bachelors of Science, Major; Finance Minor; Economics
University of New Haven
Masters of Science in Taxation, Taxes
Michael Pise's Lincoln Financial Advisors Experience 1990 - 2002
Job Due Diligence Officer at Voya Financial
Industry Financial Services
Experience
Voya Financial 2010 - Present
City of Chicopee 1991 - Present
ING Financial Advisers 2008 - 2010
ING Financial Advisers 2002 - 2008
Lincoln Financial Advisors 1990 - 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1984
JD/MBA
Boston College Law School 1980 — 1984
JD/MBA
Boston College 1976 — 1980
Bachelor's degree, Economics/ Political Science
Voya Financial 2010 - Present
City of Chicopee 1991 - Present
ING Financial Advisers 2008 - 2010
ING Financial Advisers 2002 - 2008
Lincoln Financial Advisors 1990 - 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1984
JD/MBA
Boston College Law School 1980 — 1984
JD/MBA
Boston College 1976 — 1980
Bachelor's degree, Economics/ Political Science
Cindy Artman's Lincoln Financial Advisors Experience April 1998 - November 2007
Job Administrative Assistant at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs March 2008 - Present
Altmeyer's Home Store October 2001 - Present
Lincoln Financial Advisors April 1998 - November 2007
Allegheny County Behavior Clinic April 1989 - April 1998
Skills
Administrative..., Bloomberg, Travel Arrangements, Equities, Investment Banking, Microsoft Excel, Calendaring, Fixed Income, Outlook, Calendars, Office Management, PowerPoint, Financial Analysis, Derivatives, Spreadsheets, Access, Microsoft Office, Hedge Funds, Valuation, Financial Modeling
Education
Bradford School 1987 — 1988
Diploma, Medical Secretary, QPA 3.95; Graduated with Honors
Goldman Sachs March 2008 - Present
Altmeyer's Home Store October 2001 - Present
Lincoln Financial Advisors April 1998 - November 2007
Allegheny County Behavior Clinic April 1989 - April 1998
Skills
Administrative..., Bloomberg, Travel Arrangements, Equities, Investment Banking, Microsoft Excel, Calendaring, Fixed Income, Outlook, Calendars, Office Management, PowerPoint, Financial Analysis, Derivatives, Spreadsheets, Access, Microsoft Office, Hedge Funds, Valuation, Financial Modeling
Education
Bradford School 1987 — 1988
Diploma, Medical Secretary, QPA 3.95; Graduated with Honors
Les Barber's Lincoln Financial Advisors Experience April 2004 - May 2007
Job Partner at Integrated Financail Group
Industry Financial Services
Salvatore Presutti, CFP®, CPA*, CLTC's Lincoln Financial Advisors Experience December 2004 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors December 2004 - Present
Allmerica Financial March 1992 - December 2004
Aetna Life & Casualty May 1983 - November 1990
Ernst & Whinney December 1981 - April 1983
Arthur J. Collins, CPA December 1979 - November 1981
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Wealth Management, Retirement, Wealth Accumulation, Investment Advisory, Financial Planners, Wealth, Financial Goals, Investments, Mutual Funds, Series 7, Financial Advisory, Personal Financial..., Tax, Insurance
Education
Bentley University 1975 — 1979
B.S., Accounting
Newington High School 1971 — 1975
Lincoln Financial Advisors December 2004 - Present
Allmerica Financial March 1992 - December 2004
Aetna Life & Casualty May 1983 - November 1990
Ernst & Whinney December 1981 - April 1983
Arthur J. Collins, CPA December 1979 - November 1981
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Wealth Management, Retirement, Wealth Accumulation, Investment Advisory, Financial Planners, Wealth, Financial Goals, Investments, Mutual Funds, Series 7, Financial Advisory, Personal Financial..., Tax, Insurance
Education
Bentley University 1975 — 1979
B.S., Accounting
Newington High School 1971 — 1975