Lincoln Financial Advisors

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

Lincoln Financial Advisors Salaries. You can even request information on how much does Lincoln Financial Advisors pay if you want to. Learn about salaries, pros and cons of working for Lincoln Financial Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

1,043 Lincoln Financial Advisors employees in database. Find out everything there's to know about Lincoln Financial Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Lincoln Financial Advisors Employees

Employee
Years
Job
Industry
Tina Rutsch Tina Rutsch Berkeley, California Details
Tina Rutsch's Lincoln Financial Advisors Experience August 2005 - October 2006
Job Project Manager
Industry Program Development
Experience
UCSF, Shakespeare & Co., Douglas Morrisson Theatre   October 2010 - Present
Vortex Marine Construction, Inc.   March 2009 - March 2011
Weinberg Village Waimanalo   February 2008 - June 2008
Affordable Housing and Homeless Alliance   November 2006 - January 2008
KTUH FM Honolulu   August 2005 - October 2006
Lincoln Financial Advisors   August 2005 - October 2006

Skills
Grant Writing, Research, Proposal Writing, Program Creation, Project Management, Proposal Leadership, Time Management, Personnel Management, Cross-functional Team..., Creative Problem Solving, Volunteer Management, Music Performance, Music Education, Public Speaking, Training

Education
University of California, Davis   1996 — 2000
Bachelor of Arts (B.A.), English

University of Hawai'i at Manoa   2002 — 2005
Master of Arts (M.A.), American Studies

Diablo Valley College   2008 — 2010
Certificate of Achievement, Business Management

Jed Serby Jed Serby Greater New York City Area Details
Jed Serby's Lincoln Financial Advisors Experience June 2007 - December 2008
Job Quantitative Associate at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Financial Group, LLC  November 2014 - Present
Analysis Group  April 2012 - October 2014
Analysis Group  October 2011 - January 2012
Lincoln Financial Advisors   June 2007 - December 2008
Investors Alley Corporation   October 2006 - July 2007

Skills
Investments, Data Analysis, SAS, Bloomberg, Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, PowerPoint, Equities, Corporate Finance, Statistics, Microsoft Word, Microsoft Office

Education
University of California, Berkeley, Haas School of Business   2011 — 2012
Masters in Financial Engineering, Financial Engineering

Columbia University in the City of New York   2010 — 2010
Masters, Actuarial Science

Emory University   2005 — 2009
Bachelor of Arts, Economics and Mathematics

Rye Country Day

James Longo, Jr., CPA*, CFP®, CRPC James Longo, Jr., CPA*, CFP®, CRPC Greater Chicago Area Details
James Longo, Jr., CPA*, CFP®, CRPC's Lincoln Financial Advisors Experience June 2002 - Present
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors   June 2002 - Present

Skills
Investments, Retirement Planning, Retirement, Financial Advisory, Finance, Wealth, Wealth Management, Financial Planning, Estate Planning, Life Insurance, Wealth Accumulation, Mutual Funds, Asset Allocation, Strategic Financial..., Series 7, Financial Planners, Investment Advisory, 401k, Securities, Investment Strategies, Fixed Annuities, Series 63, Certified Financial..., High Net Worth..., IRAs, Personal Financial...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1984 — 1985
Master of Accountancy, Accountancy

DePaul University   1980 — 1984
BS Commerce -- Accountancy, Accountancy

Holy Cross HS   1976 — 1980
Diploma, College Prep

Kris Thoresen Kris Thoresen Jacksonville, Florida Details
Kris Thoresen's Lincoln Financial Advisors Experience January 2001 - September 2003
Job Advanced Service Delivery Manager with Oracle
Industry Information Technology and Services
Experience
Oracle  April 2012 - Present
Insurance Office of America  January 2012 - April 2012
Aflac  2011 - February 2012
Thor Financial Services/Allstate   2003 - 2011
Lincoln Financial Advisors   January 2001 - September 2003
SunTrust Bank  1996 - 2001

Skills
Talent Management, Direct Sales, Management, SaaS, Cloud Computing, Strategic Planning, Employee Benefits, CRM, Account Management, Salesforce.com, Business Analysis, Consulting, Team Leadership, Vendor Management, Leadership, Process Improvement, Enterprise Software, Professional Services, Team Building, Solution Selling

Education
Liberty University   2012 — 2014
Religion, Theolgy

Brevard Community College
Business Administration

Angelica Nardi Angelica Nardi United States Details
Angelica Nardi's Lincoln Financial Advisors Experience June 2015 - Present
Job
Industry
Experience
Lincoln Financial Advisors   June 2015 - Present
Trinity Health  November 2014 - Present
Vanguard  March 2014 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop

Education
Delaware County Community College   1993 — 1995
Associate's degree, Social Work

Barbara Morse Barbara Morse Greater Philadelphia Area Details
Barbara Morse's Lincoln Financial Advisors Experience 2001 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   2001 - Present

Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Strategic Financial..., Investments, Mutual Funds, Investment Advisory, Asset Allocation, Estate Planning, Fixed Annuities, Series 63, Financial Advisory, Securities, Investment Strategies, Portfolio Management, IRAs, Wealth, 401k, Asset Management

Education
Connecticut College
Bachelor of Arts (B.A.), Economics

Ronald Yoviene ChFC ® Ronald Yoviene ChFC ® Buffalo/Niagara, New York Area Details
Ronald Yoviene ChFC ®'s Lincoln Financial Advisors Experience July 1991 - Present
Job Private Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Lincoln Financial Advisors   July 1991 - Present

Skills
Financial Planning, Wealth Management, Estate Planning, Investment Advisory, Series 7

Education
Canisius College   1987 — 1991
BS, Finance

Canisius College

Janen Moyer-Pesso, AWMA, CDFA, LPS Janen Moyer-Pesso, AWMA, CDFA, LPS Boca Raton, Florida Details
Janen Moyer-Pesso, AWMA, CDFA, LPS's Lincoln Financial Advisors Experience February 1998 - April 2002
Job QDRO & Pension Consultant
Industry Financial Services
Experience
Pesso Properties, LLC   September 2005 - Present
Baron Silver Stevens Financial Advisers   2002 - December 2012
QDRO Direct, LLC   October 1998 - December 2012
Financial Planning Association  1998 - 2009
Kinder Institute of Life Planning  2007 - 2007
Lincoln Financial Advisors   February 1998 - April 2002
Lincoln Financial Group  1991 - 1998

Skills
Retirement Planning, Estate Planning, Retirement, Wealth Management, Pensions, Investment Advisory, Investments, Wealth, Family Law, Series 7, Employee Benefits, Legal Writing, Fixed Annuities, Financial Planners, 401k, Valuation, Financial Advisory, Investment Strategies, Strategic Financial..., Wealth Management..., Asset Allocation, Personal Finance, Series 63, Finance, IRAs, Mutual Funds, Securities, Financial Planning

Education
Florida Atlantic University
BS, Pre-Law/Criminal Justice

Cornell University   2012 — 2012
Financial Management certification, Finance and Financial Management Services

College for Financial Planning   2011 — 2011
AWMA, Wealth Management for Accredited Investors

Institute of Certified Divorce Planners
CDP, Divorce Planning

College for Financial Planning
CFP candidate, Financial Planning

New Haven High School

Jon Lundy, FSA Jon Lundy, FSA Lansing, Michigan Area Details
Jon Lundy, FSA's Lincoln Financial Advisors Experience May 2004 - February 2007
Job Head of Financial Risk Management at Jackson
Industry Financial Services
Experience
Jackson  February 2014 - Present
Financial Services  October 2012 - January 2014
Lincoln Financial Group  October 2010 - October 2012
Lincoln Financial Group  June 2009 - October 2010
Lincoln Financial Group  February 2007 - June 2009
Lincoln Financial Advisors   May 2004 - February 2007
Lincoln Financial Group  2001 - 2004

Skills
Financial Analysis, Enterprise Risk..., Fixed Annuities, Strategic Financial..., Product Management, Corporate Finance, Financial Risk, Variable Annuities, Corporate Development, Actuarial Science, Financial Reporting, Working Capital..., Capital Markets, Leadership, Finance, Retirement, Risk Management, Investments, Life Insurance, Insurance, Financial Services, Valuation

Education
DePauw University   1986 — 1990
BA, Math, Chemistry, Summa Cum Laude, Phi Beta Kappa

Gretchen Myers-Feiste Gretchen Myers-Feiste Cleveland, Ohio Details
Gretchen Myers-Feiste's Lincoln Financial Advisors Experience November 2000 - July 2002
Job Rgnl Econ Devlp Bus Support Spc & STRG Logistic Coord. Lead. with NASA GRC
Industry Aviation & Aerospace
Experience
Stinger Ghaffarian Technologies (SGT)   June 2014 - Present
SGT, Inc.   April 2012 - Present
Volunteer Work  November 2008 - April 2012
Power Direct  September 2008 - November 2008
Power Direct  September 2006 - September 2008
State Farm  August 2004 - August 2005
Pioneer FBFM   July 2002 - July 2004
Lincoln Financial Advisors   November 2000 - July 2002
Heartland Firm   1992 - 1993

Skills
Excel, Word, PowerPoint, Outlook, Windows Movie Maker, Access, Paint, Adobe, Corel Draw, Corel Photopaint, Visual Basic, Microsoft Word, Microsoft Excel, Report Writing, Team Leadership, Call Centers, Customer Satisfaction, Customer Service, Microsoft Office, Internet Explorer, Organizational..., Organizational Design, Teamwork, Team Building, Marketing Communications, Building Relationships, Executive Support, Executive..., Great communications..., Spreadsheets, Reports, Coaching, Training, Project Planning, Recruiting, Human Resources, Budgets, Quality Assurance, Analysis, Process Improvement, Management, Data Analysis, Leadership, Communication

Education
Eastern Illinois University   1982 — 2015
Bachlor of Arts General Studies, Emphasis in Business

Newton Community High School   1978 — 1982

Newton Community High School   1978 — 1982

Edick Lucas, CFP®, CLU®, ChFC® Edick Lucas, CFP®, CLU®, ChFC® Orlando, Florida Area Details
Edick Lucas, CFP®, CLU®, ChFC®'s Lincoln Financial Advisors Experience May 2013 - February 2014
Job President, Concierge Financial Planning Group
Industry Financial Services
Experience
Lincoln Financial Securities  March 2014 - Present
Lincoln Financial Advisors   May 2013 - February 2014
Baystate Financial Services  May 2012 - April 2013
New England Securities & Baystate Wealth Management   May 2012 - April 2013
Penn Mutual  January 2012 - April 2012
Penn Mutual  September 2006 - April 2012
Penn Mutual  June 2004 - August 2006
1st Global Capital Corporation, Dallas, TX   May 2001 - June 2004
National Life Group  March 2000 - May 2001
MetLife  March 1997 - March 2000

Skills
Strategic Financial..., Life Insurance, Wealth Management, Estate Planning, Retirement Planning, Disability Insurance, Financial Advisory, Financial Services, Term Life Insurance, Long-term Care, Mutual Funds, Disability Income..., Fixed Annuities

Education
College for Financial Planning   1996 — 1998
CFP, Financial Planning

The American College   1991 — 1994
CLU/ChFC, Insurance and Financial Services

Miami Dade College
Accounting / Finance

Hooman Omidpanah, CFP®, CRPC® Hooman Omidpanah, CFP®, CRPC® Cleveland/Akron, Ohio Area Details
Hooman Omidpanah, CFP®, CRPC®'s Lincoln Financial Advisors Experience March 2014 - Present
Job Director of Planning / Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   March 2014 - Present
Lincoln Financial Advisors   October 2006 - Present
National City Bank  May 2005 - September 2006

Skills
529 Plans, Trading, Tactical Asset..., Private Equity, Retirement Planning, Hedge Funds, Estate Planning, Financial Goals, Investments, Financial Advisory, Securities, Series 7, Financial Planners, Investment Advisory, Insurance, Risk Management, Financial Analysis, Wealth, Mutual Funds, Investment Strategies, Strategic Financial..., Employee Benefits, IRAs, Finance, Asset Allocation, Retirement, Pensions, Fixed Annuities, Wealth Management, 401k, Saving for Education, Investment Management, Alternative Investments, Financial Planning

Education
Cleveland State University   2005 — 2007
Bachelors of Business Administration, Finance

Cuyahoga Community College   2001 — 2005
Associate of Arts and Associate of Science

Derrick Nguyen Derrick Nguyen Orange County, California Area Details
Derrick Nguyen's Lincoln Financial Advisors Experience July 2015 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   July 2015 - Present
Lincoln Financial Advisors   April 2013 - July 2015

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2012 — 2014
Bachelor of Business Administration (B.B.A.), Financial Planning and Services

Gary Beane Gary Beane Scarsdale, New York Details
Gary Beane's Lincoln Financial Advisors Experience December 2003 - Present
Job Wealth Planning Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   December 2003 - Present
The Lincoln National Life Insurance Company   December 2003 - Present
Veravest Investments Inc.   March 2002 - December 2003
Prudential Securities Incorporated  January 2001 - February 2002

Skills
Comprehensive Financial..., Financial Goals, Registered..., Licensed to Sell..., Guaranteed Lifetime..., Multi-generational..., Wealth Preservation..., Concentrated Stock..., 401k Rollovers, Tax Free Income, College Education..., Key Person Protection, Protection..., Multi-generational..., Irrevocable Life..., Special Needs Trusts, Revocable Trusts, GRATs, Dynasty Trusts, Buy-Sell, College Funding..., Permanent Life Insurance, Wealth, Defined Benefit, Alternative Investments, Term Life Insurance, Investment Management, High Net Worth...

Education
Dartmouth College   1972 — 1976
Bachelor's degree, Liberal Arts

Karyn Pistone Karyn Pistone Cleveland, Ohio Details
Karyn Pistone's Lincoln Financial Advisors Experience January 2003 - December 2006
Job Certified Financial Planner
Industry Financial Services
Experience
The Pistone Group at Beacon Financial Partners   January 2007 - Present
Roots of American Music   July 2013 - Present
Lincoln Financial Advisors   January 2003 - December 2006

Skills
Investment Advisory, Strategic Financial..., Retirement Plan..., Estate Planning, Investment Strategies, Alternative Investments, Life Insurance, Long-term Care, Disability Insurance, Financial Planners, College Savings Plans, Wealth Management..., FINRA, Series 7, Succession Planning, Retirement, Uniform Combined State..., 401k Rollovers, Roth IRA, 401k, 529 Plans, Asset Management, IRAs, Traditional IRA, Financial Services

Education
Cleveland State University

Miami University

Christopher R. Fasano, CFP®, CRPC Christopher R. Fasano, CFP®, CRPC Chicago, Illinois Details
Christopher R. Fasano, CFP®, CRPC's Lincoln Financial Advisors Experience July 2004 - December 2007
Job Comprehensive Financial Planning for Affluent Professionals, Executives, Business Owners & Retirees
Industry Financial Services
Experience
The Strategic Private Advisory Group   January 2008 - Present
Lincoln Financial Advisors   July 2004 - December 2007

Skills
CERTIFIED FINANCIAL..., Chartered Retirement..., Holistic Financial..., Estate Planning, Business Continuity..., Charitable Gift Planning, Tax Reduction Strategies, Investment Management..., Asset Allocation, Retirement Planning, Employee Stock Options, Life Insurance, Long Term Care Insurance, Disability Income..., Series 7, Series 66

Education
DePaul University   2005 — 2006
Certificate in Financial Planning, Financial Planning and Services

University of Wisconsin-Madison   2000 — 2004
Bachelor of Science (B.S.), Economics

Nancy Fletcher, CFP® Nancy Fletcher, CFP® Sacramento, California Details
Nancy Fletcher, CFP®'s Lincoln Financial Advisors Experience 1985 - Present
Job Financial Planner at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers  January 2013 - Present
Lincoln Financial Advisors   1985 - Present

Skills
Estate Planning, Retirement Planning

Education
California State University-Sacramento
Bachelor of Science (BS), Finance and Marketing

Ken Burd Ken Burd Philadelphia, Pennsylvania Details
Ken Burd's Lincoln Financial Advisors Experience May 1998 - May 2000
Job VP Head of Internal Sales / Third Party Business Development at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group  March 2012 - Present
Fidelity Investments Institutional Services (FIIS)   January 2011 - February 2012
Fidelity Investments Institutional Services (FIIS)   January 2010 - December 2010
Evergreen Investments  August 2003 - December 2009
OppenheimerFunds  May 2000 - February 2002
Lincoln Financial Advisors   May 1998 - May 2000

Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, SMA's, Series 24, Series 51

Education
Capella University   2015 — 2017
Research Doctorate, Business Administration - Strategy and Innovation

Fairleigh Dickinson University-Florham Campus   2002 — 2003
MBA, Management and Corporate Communication

Penn State University   1995 — 1999
BA in Finance and Insurance, Business Law Minor

Ross Atefi, AAMS(R), CRPC(R) Ross Atefi, AAMS(R), CRPC(R) Irvine, California Details
Ross Atefi, AAMS(R), CRPC(R)'s Lincoln Financial Advisors Experience January 2012 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   January 2012 - Present
Lincoln Financial Advisors   October 2010 - December 2011
Net Soft Inc   January 2008 - January 2011
Morgan Stanley Smith Barney  February 2010 - July 2010
Babyhaven.com   April 2007 - August 2009
RE/MAX Real Estate Specialists  September 2007 - May 2008
The Accessory Guys   August 2006 - June 2007

Education
California State University-Long Beach   2006 — 2011
Bachelor's Degree, Investments, Cum Laude

Colleen Bowler, CFP® Colleen Bowler, CFP® Dallas, Texas Details
Colleen Bowler, CFP®'s Lincoln Financial Advisors Experience June 1993 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   June 1993 - Present
Generous Kids   September 2007 - Present
Strategic Coach  January 2003 - Present

Skills
Executive Coaching, Entrepreneurship, leadership, Business Coaching, Coaching, Business Development, Professional..., Strategic Planning, Executive Development, Team Building, Marketing, Marketing Strategy

Education
College for Financial Planning   1994 — 1996
Certified Financial Planner TM

Michael Brezden, CFA Michael Brezden, CFA Orange County, California Area Details
Michael Brezden, CFA's Lincoln Financial Advisors Experience September 2011 - Present
Job Lincoln Financial Advisors Corp
Industry Financial Services
Experience
Lincoln Financial Advisors   September 2011 - Present
Tellone Financial Services, Inc.   August 2009 - February 2012
Excel Futures   June 2009 - August 2009

Skills
Investments, Financial Analysis, Mutual Funds, Asset Allocation, Portfolio Management, Customer Service, Economics

Education
California State University-Fullerton   2009 — 2011
Business Administration, Finance - Investments & Financial Planning

Friends Christian

Friends Christian

University of California, Riverside

University of California, Riverside

Donald W. Grant Donald W. Grant Philadelphia, Pennsylvania Details
Donald W. Grant's Lincoln Financial Advisors Experience May 2014 - April 2015
Job Private Equity Fall Analyst at Leonidas Capital Partners / M.S. Investment Management Candidate
Industry Investment Management
Experience
Leonidas Capital Partners   September 2015 - Present
Fox School of Business at Temple University  March 2013 - Present
Investment Banking Institute - iBanking.com  June 2015 - June 2015
Lincoln Financial Advisors   May 2014 - April 2015
United States Air Force  August 2006 - September 2012

Skills
Financial Modeling, Financial Analysis, Valuation, DCF Valuation, Leadership, Team Leadership, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Presentations, Microsoft Office, Bloomberg Terminal, Data Analysis, Intelligence, Air Force, Military, Military Experience, Intelligence Analysis, Command, Security Clearance, Information Assurance, National Security, DoD, Special Operations, Intelligence Community, Tactics, SIGINT, Analysis, Public Speaking, Teamwork

Education
Temple University - Fox School of Business and Management   2015 — 2016
Master of Science (M.S.), Investment Management

Temple University - Fox School of Business and Management   2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Senior, 3.83 GPA

Community College of the Air Force   2006 — 2011
Associate of Science (A.S.), Intelligence Studies and Technology

Central High School of Philadelphia   1999 — 2003

Robyn Zamarripa Robyn Zamarripa Greater Denver Area Details
Robyn Zamarripa's Lincoln Financial Advisors Experience January 2013 - Present
Job Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   January 2013 - Present
Colorado Brokerage Group  2010 - 2012
Lincoln Financial Advisors   February 2008 - August 2010
Stevinson Automotive  May 2004 - May 2008

Education
Metropolitan State College of Denver   2007 — 2009
Bachelor's degree, Finance

Community College of Aurora   2004 — 2007
Associate's degree, Business Administration and Management, General

Elias Chaikin Elias Chaikin Ormond Beach, Florida Details
Elias Chaikin's Lincoln Financial Advisors Experience December 2012 - June 2015
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors   December 2012 - June 2015
Carmel Chamber of Commerce  May 2012 - August 2012

Skills
Microsoft Excel, Series 7, Series 66, Microsoft Word, PowerPoint, Microsoft Office, Constant Contact, Sage CRM, Investments, Insurance, Finance, Retirement Planning, Business Planning, Portfolio Management, Retirement, Securities, Strategic Financial..., Marketing, Customer Service, Profiles On Demand

Education
UC Davis   2012 — 2014
Financial Planning Certification, Certified Financial Planning

California State University-Monterey Bay   2007 — 2012
Bachelor of Science Degree, Business Administration

FPA

Nick Castello, CRPC® Nick Castello, CRPC® San Diego, California Details
Nick Castello, CRPC®'s Lincoln Financial Advisors Experience January 2015 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   January 2015 - Present
Lincoln Financial Advisors   June 2014 - January 2015
BCR Property Management   October 2013 - May 2014
Pi Kappa Alpha Epsilon Chapter   November 2012 - November 2013
VT Habitat for Humanity   September 2012 - September 2013
Vinotemp  June 2013 - August 2013
Liolios Group, Inc.   June 2013 - August 2013
Student Government Association at Virginia Tech   September 2012 - May 2013
Iron Hill Brewery & Restaurant  March 2008 - January 2013

Education
College for Financial Planning   2015 — 2015
CRPC®, Chartered Retirement Planning Counselor SM

Virginia Polytechnic Institute and State University   2010 — 2014
Bachelor of Science (BS), Business/Managerial Economics, Junior

B. Reed Henderson High School   2006 — 2010

Michael J. Kish, CFP®, CRPC® Michael J. Kish, CFP®, CRPC® Orange County, California Area Details
Michael J. Kish, CFP®, CRPC®'s Lincoln Financial Advisors Experience January 2012 - Present
Job Investment Advisor Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   January 2012 - Present
Lincoln Financial Advisors   April 2010 - January 2012

Skills
Retirement Planning, Estate Planning, Investments, Insurance, Mutual Funds, Wealth Management, Financial Modeling, Asset Management, Securities, Alternative Investments, Series 7, Long Term Care Insurance, Holistic Financial..., Tax Reduction, Asset Allocation, Financial Planning

Education
California State University-Long Beach
Bachelor's Degree, Investments and Securities; Economics

Richard MacBarron Richard MacBarron Orange County, California Area Details
Richard MacBarron's Lincoln Financial Advisors Experience June 1992 - Present
Job Wealth Planning Advisor
Industry Financial Services
Experience
Lincoln Financial Advisors   June 1992 - Present

Skills
Estate Planning, Retirement Planning, Securities, Tax, Strategic Financial..., Financial Services, Insurance, Asset Management, Retirement Plan..., Financial Analysis, Financial Advisory, Investment Advisory, Wealth, Retirement, Asset Allocation, Financial Planners, Wealth Management, Financial Planning

Education
CFP Board of Standards   2005 — 2005
CFP ®, Financial Planning

Case Western Reserve University School of Law   1974 — 1977
J.D.*, Law

Northeastern University   1968 — 1972
B.A., History

Michelle Zambrano Michelle Zambrano San Francisco Bay Area Details
Michelle Zambrano's Lincoln Financial Advisors Experience March 2008 - May 2010
Job Marketing Coordinator at POPSUGAR
Industry Marketing and Advertising
Experience
POPSUGAR  March 2015 - Present
MeetGeraldine   March 2014 - March 2015
Uptown Juice Company   October 2013 - April 2014
Ameriprise Financial Services, Inc.   July 2012 - October 2013
Ameriprise Financial Services, Inc.   December 2011 - October 2013
YCMNET Advisors  June 2010 - December 2010
Lincoln Financial Advisors   March 2008 - May 2010
American Marketing Association, CSU Sacramento   September 2008 - December 2009
Elliott Benson  March 2007 - December 2007

Skills
Client Services, Administrative Support, Financial Reporting, Social Media Marketing, Database Management, Account Management, Transaction Processing, Customer Service, CRM, ThomsonOne, Spreadsheets, Microsoft Excel, Microsoft Office, Leadership, Team Building, Financial Services, Budgets, Microsoft Word, Market Research, Event Planning, Marketing, Marketing Strategy, Project Planning, Social Media, Marketing Communications, Process Improvement, Team Leadership, Time Management, Sales, Social Networking, Event Management, Data Analysis, Management, Project Management, Finance, Business Development, Public Speaking, Strategic Financial..., Portfolio Management, Outlook, Investments, Salesforce.com, Insurance

Education
California State University-Sacramento   2005 — 2009
Bachelor of Science, Business Administration, Marketing

St. Patrick- St. Vincent

St. Patrick- St. Vincent

Scott Guetz Scott Guetz Greater Denver Area Details
Scott Guetz's Lincoln Financial Advisors Experience January 1986 - December 1991
Job Financial Professional at Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks LLC  December 1991 - Present
Lincoln Financial Advisors   January 1986 - December 1991

Education
College for Financial Planning   1982 — 1984
CFP, Financial Services

Regis University   1980 — 1982
BS, Accounting and Business Administration

Arthur Cooper Arthur Cooper Orange County, California Area Details
Arthur Cooper's Lincoln Financial Advisors Experience August 1997 - November 1998
Job Managing Director at Cooper McManus
Industry Financial Services
Experience
Cooper McManus  January 2000 - Present
Securities America  November 1998 - Present
Decker Communications  2012 - 2012
Professional Partners and Practices   2006 - 2008
Lincoln Financial Advisors   August 1997 - November 1998
Ameriprise Financial Advisors  September 1990 - August 1997

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Asset Management, Estate Planning, Financial Advisory, Securities, Financial Services, Finance, Insurance, Wealth, Financial Planners, FINRA, Retirement, Strategic Planning, Portfolio Management, Training, IRAs, Financial Goals, Fixed Annuities, Life Insurance, Series 7, Wealth Accumulation, Mutual Funds, Financial Planning

Education
College for Financial Planning   1991 — 1994
CFP, Financial Planning

California State University-Fullerton - College of Business and Economics   1984 — 1990
Business Finance

Marina High School, Huntington Beach, California   1980 — 1984
High School, 9th - 12th

Garry Spence Garry Spence Charlotte, North Carolina Area Details
Garry Spence's Lincoln Financial Advisors Experience January 1998 - December 1999
Job Senior Vice President at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  November 1992 - Present
Lincoln Financial Distributors  April 2005 - January 2011
Lincoln Financial Group  1999 - 2005
Lincoln Financial Advisors   January 1998 - December 1999
Lincoln Financial Advisors   November 1992 - December 1998

Skills
Retirement Planning, Recruiting, Sales Presentations, Sales Management, Sales, Sales Management..., Leadership, Leadership Development, Strategic Financial..., Risk Management, Securities, Talent Management, Financial Services, Relationship Management, Insurance, Retirement, Financial Planners, Marketing Communications, Coaching, Investments, Pensions, Public Speaking, Strategic Planning, Team Building, Management, Financial Advisory, Executive Management, Defined Contribution, 401k, Business Planning, Asset Management, Life Insurance, Wealth Management, Employee Benefits, Strategy, Series 63, Marketing, Fixed Income, Alternative Investments, Portfolio Management, Mutual Funds, Series 7, Series 6

Education
The University of Georgia   1981 — 1983
AB, Economics

Columbus State University   1978 — 1980
Business

Noah Brant Noah Brant United States Details
Noah Brant's Lincoln Financial Advisors Experience June 2008 - August 2008
Job Site Development Specialist at SAC Wireless
Industry Law Practice
Experience
Brant Legal   November 2013 - Present
SAC Wireless  August 2014 - Present
Robert Half Legal  February 2014 - July 2014
Wolfe & Polovin   December 2011 - May 2012
Illinois Department of Financial and Professional Regulation  June 2011 - November 2011
Illinois Legal Aid Online  December 2010 - February 2011
Lincoln Financial Advisors   June 2008 - August 2008
A and B Computer Technicians   September 2003 - June 2006

Skills
Legal Writing, Microsoft Office, Legal Research, Microsoft Excel, Corporate Law, Microsoft Word, Social Networking, Photoshop, Entrepreneurship, Contract Negotiation, Intellectual Property, Product Liability, Internet, Software Licensing, Client Counseling, Trademarks, Real Estate Financing, Computer Hardware, Technology, Stock Trading, QuickBooks, Start-ups, Information Technology, Entity Formations, Compliance, Site Development

Education
Loyola University Chicago School of Law   2010 — 2013
Doctor of Law (J.D.), Law

DePaul University   2006 — 2010
Bachelor of Science, Real Estate

Daryl Gurden Daryl Gurden Orange County, California Area Details
Daryl Gurden's Lincoln Financial Advisors Experience April 2015 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   April 2015 - Present

Education
California State University-Fullerton

GWC

GWC

Golden West College

Christopher Cozart Christopher Cozart Greater New York City Area Details
Christopher Cozart's Lincoln Financial Advisors Experience January 2009 - May 2009
Job Analyst Sales Compensation and Business Reporting, Global Merchant Services at American Express
Industry Financial Services
Experience
American Express  May 2013 - Present
Goldman Sachs  July 2012 - December 2012
Lincoln Financial Group  August 2010 - July 2012
U.S. Department of Labor   August 2009 - July 2010
Lincoln Financial Advisors   January 2009 - May 2009
City of Philadelphia  June 2008 - August 2008
TD  January 2008 - April 2008
Valenti Management   August 2006 - June 2007

Skills
MIS, Excel, PowerPoint, SharePoint, Data Analysis, Data Mining, Financial Analysis, Business Strategy, Web Analytics, Financial Markets, Outlook, Visio, Word, Insurance, Banking, Social Networking, Networking Events, Business Networking, Volunteer Organization, Compensation, Executive Compensation, Performance Management, Investments, Social Media, Employee Benefits, Corporate Finance, Stock Market, Equity Compensation, Sales Compensation, Access, Data Management, System Administration, Six Sigma, Six Sigma Yellow Belt, Continuous Improvement, Visual Basic, Business Objects, Deferred Compensation, Equities, Incentive Programs, Salesforce.com, B2B, B2C, Credit Cards, Microsoft Excel, Leadership, Training, Analytics, Management, Finance

Education
University of Maryland University College   2013 — 2015
Master of Business Administration (MBA), 4.0 GPA

Cornell University   2011 — 2012
Certificate(s), Project Leadership, Financial Management

Temple University   2007 — 2010
Bachelor of Business Administration, International Business and Finance

Northampton Community College   2005 — 2007
Associate of Applied Science, Business Management

Matt O'Bryon Matt O'Bryon Cleveland/Akron, Ohio Area Details
Matt O'Bryon's Lincoln Financial Advisors Experience October 2006 - November 2008
Job Lead Portfolio Manager Fundamentum Value
Industry Investment Management
Experience
Stratos Wealth Partners  January 2011 - Present
Stratos Wealth Partners  October 2008 - Present
Lincoln Financial Advisors   October 2006 - November 2008
Asset Managment Consultants   January 2003 - January 2005

Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Series 7, Securities, GIPS, GIPS Compliance, Due Diligence, Investment Portfolio..., Model Portfolios

Education
Cleveland State University   2008 — 2010
Bachelor's, Finance - Investment Management

Indiana University Bloomington   2004 — 2006
Investments and Securities

Judy Kuepfer Judy Kuepfer Greater Denver Area Details
Judy Kuepfer's Lincoln Financial Advisors Experience December 2006 - January 2008
Job Project Manager at Golder Associates Inc
Industry Mining & Metals
Experience
Golder, Associates  August 2012 - Present
Envirocon, Inc.   April 2010 - August 2011
Envirocon, Inc  January 2009 - April 2010
Lincoln Financial Advisors   December 2006 - January 2008
SCHAIN, BURNEY, ROSS & CITRON, LTD   February 2004 - April 2006
LORD, BISSELL and BROOK  January 1999 - January 2000

Skills
Conversational French, Microsoft Excel, Project Management, Contract Management, French, Microsoft Office, Construction Safety, Environmental Awareness, Remediation, EHS, Industrial Safety, Accident Investigation, Occupational Health, Safety Management..., Risk Assessment, Environmental Compliance, Software Documentation, Hazardous Waste..., Waste Management, Industrial Hygiene

Education
University of Notre Dame   1997 — 1999
M.A.

Greenville College   1992 — 1995
B.A., Liberal Arts

Daystar University   1993 — 1993

Nasser Ali, CFA, CAIA, CFP(r) Nasser Ali, CFA, CAIA, CFP(r) Baltimore, Maryland Area Details
Nasser Ali, CFA, CAIA, CFP(r)'s Lincoln Financial Advisors Experience April 2002 - Present
Job Investment Management / Financial Services
Industry Financial Services
Experience
Lincoln Financial Advisors   April 2002 - Present
Legg Mason  November 1999 - March 2002
Calvert Funds / The Advisors Group   April 1995 - November 1999

Education
University of Maryland College Park   1990 — 1993
B.S., Finance

AIMR / CFA Institute
CFA, Investment Management

College for Financial Planning
CFP, Financial Planning

Jeneen Paul Jeneen Paul San Francisco Bay Area Details
Jeneen Paul's Lincoln Financial Advisors Experience January 2006 - September 2009
Job CFP® at C.U. Financial Partners, LLC. Registered Representive at Cetera Advisors, LLC.
Industry Financial Services
Experience
C.U. Financial Partners, LLC   December 2010 - Present
Cetera Advisors LLC  November 2013 - Present
Foothill Securities, Inc.   December 2010 - November 2013
Alamo Capital  September 2009 - December 2010
Lincoln Financial Advisors   January 2006 - September 2009

Skills
Investments, Securities, Finance, Retirement Planning, Mutual Funds, Series 7, Investment Strategies, IRAs, Alternative Investments, Asset Management, Portfolio Management, Wealth Accumulation, Series 63, Strategic Financial..., Wealth Management

Education
UCSC   2012 — 2013
Certified Financial Planning

California State University-Hayward - School of Business and Economics   2001 — 2006
B.S., Finance

Judson Forner, CFP®, CRPC® Judson Forner, CFP®, CRPC® Cleveland/Akron, Ohio Area Details
Judson Forner, CFP®, CRPC®'s Lincoln Financial Advisors Experience December 2007 - January 2012
Job Director Investment Marketing at ValMark Securities
Industry Financial Services
Experience
ValMark Securities  February 2012 - Present
Lincoln Financial Advisors   December 2007 - January 2012
Chase Bank  August 2005 - November 2007

Skills
Retirement Planning, Investments, Strategic Financial..., Fixed Annuities, Estate Planning, Wealth Management, Variable Annuities, Retirement, Disability Insurance, Long Term Care Insurance, Finance, Mutual Funds, Series 7, Asset Allocation, Risk Management, Investment Strategies, ETFs, Longevity, Life Insurance, Investment Advisory, Securities

Education
College for Financial Planning   2010 — 2011
CFP(R), Finance and Financial Management Services

College for Financial Planning   2008 — 2008
CRPC (R), Finance and Financial Management Services

The Ohio State University - The Max M. Fisher College of Business   2000 — 2004
BSBA, Finance

Archbishop Hoban High School   1996 — 2000

Lisa A. Broome, CFP® Lisa A. Broome, CFP® Greater Philadelphia Area Details
Lisa A. Broome, CFP®'s Lincoln Financial Advisors Experience March 2002 - April 2004
Job Director of Investments at GoalQueste
Industry Investment Management
Experience
GoalQueste   June 2014 - Present
Costello Asset Management   February 2013 - May 2014
United Capital Financial Partners, Inc  January 2010 - November 2012
Sage Financial Group  January 2007 - April 2009
Penn Mutual Life Insurance  April 2004 - January 2007
Lincoln Financial Advisors   March 2002 - April 2004
Nye, Parnell & Emerson   June 2000 - April 2002
Valley Forge Asset Management  1996 - 2000

Skills
Investment Management, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Certified Financial..., iRebal, Trading, Financial Advisory, Finance, Securities, Financial Planning, Asset Management, Investment Strategies, Equities

Education
Drexel University - College of Business and Administration
MBA, Investment Management

Elizabethtown College
Bachelor of Science (B.S.), Business Administration and Management, Finance

Lauren Poe, CPA Lauren Poe, CPA Lutherville Timonium, Maryland Details
Lauren Poe, CPA's Lincoln Financial Advisors Experience July 2011 - January 2014
Job Comprehensive Financial Management Financial Planning and Tax Accounting at Abel Financial Management
Industry Financial Services
Experience
Abel Financial Management   January 2014 - Present
Lincoln Financial Advisors   July 2011 - January 2014

Skills
Series 7, FINRA, Securities, Uniform Combined State..., Investments, Life Insurance, Registered Investment..., Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Finance, Retirement

Education
Keller Graduate School of Management of DeVry University   2009 — 2013
Masters of Accounting & Financial Management, Accounting and Finance

Keller Graduate School of Management of DeVry University   2009 — 2011
Graduate Certificate in Accounting, Accounting

Coastal Carolina University   2000 — 2003
Bachelor of Science (BS), Business Administration and Management, General

Peter Kwasnjuk Peter Kwasnjuk Greater Philadelphia Area Details
Peter Kwasnjuk's Lincoln Financial Advisors Experience September 2008 - December 2008
Job Advisory Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US  September 2011 - Present
US Air Force Reserve  March 2012 - Present
US Air Force Reserve  September 2006 - February 2012
Lincoln Financial Advisors   September 2008 - December 2008
Alfred Angelo  September 2008 - December 2008
United States Air Force Security Forces  July 1998 - September 2006

Skills
Security Clearance, Leadership, Leadership Development, Training, Program Management, Operational Planning, Enforcement, Military, Military Experience, Risk Assessment, Security, Organizational..., Mentoring, Security Operations, Government, Risk Management, Human Resource..., Internal Controls, Financial Reporting

Education
Temple University - Fox School of Business and Management   2008 — 2010
Bachelor of Business Administration (B.B.A.), Double Major: Accounting and Finance

Community College of the Air Force   2012 — 2013
Associate's Degree, Human Resourses Management

Community College of the Air Force   2003 — 2005
Associate's Degree, Criminal Justice

Donald McDade Donald McDade Greater Pittsburgh Area Details
Donald McDade's Lincoln Financial Advisors Experience 2004 - Present
Job Managing Principal
Industry Financial Services
Experience
Lincoln Financial Advisors   2004 - Present
Allmerica Financial  1994 - 2004
Berkshire Life  1991 - 1994
AXA Advisors  1986 - 1991

Skills
Wealth Management, Financial Services, Strategic Financial..., Retirement Planning, Estate Planning, Employee Benefits, Financial Advisory, Insurance

Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor

The American College in Bryn Mawr, PA
Master of Science in Management, Financial Services

Institute of Business and Finance in La Jolla, CA
CFS, Certified Fund Specialist

The CFP Board of Standards in Washington, D.C.
CFP, Certified Financial Planner

CLU, Chartered Life Underwriter
ChFC, Chartered Financial Consultant

The American College in Bryan Mawr, PA
CLU, Chartered Life Underwriter

Jeffrey W. Lang CFP®, MSM, MSFS, CLF, CRPC®, CLU® Jeffrey W. Lang CFP®, MSM, MSFS, CLF, CRPC®, CLU® Baltimore, Maryland Area Details
Jeffrey W. Lang CFP®, MSM, MSFS, CLF, CRPC®, CLU®'s Lincoln Financial Advisors Experience 1987 - Present
Job Managing Principal at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   1987 - Present
CFP Board  1984 - Present
FPA of Maryland   2000 - Present
Baltimore Chapter of the Society of Financial Services Professionals   2011 - 2012

Education
The American College   1993 — 1995
Masters of Science, Management

The American College   1990 — 1992
Masters of Financial Services

Towson University
Business Administration

Dulaney High School   1972 — 1975

College for Financial Planning
Certified Financial Planner

Towson University

Karen Moretti Karen Moretti Chicago, Illinois Details
Karen Moretti's Lincoln Financial Advisors Experience August 1997 - March 2000
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  October 2013 - Present
Millennium Trust Company  March 2012 - October 2013
Nuveen Investments  December 2011 - March 2012
MF Global  February 2011 - October 2011
Mesirow Financial  September 2007 - February 2011
JPMorgan Chase  February 2006 - September 2007
JP Morgan Chase  February 2005 - February 2006
Banc One Securities Corp   2000 - 2005
Lincoln Financial Advisors   August 1997 - March 2000

Skills
Licensing, Series 7, Series 63, AML, Series 24, Fixed Income, Equities, Investment Advisory, Asset Managment, Hedge Funds, Financial Services, Investments, Due Diligence, Risk Management, Capital Markets

Education
DePaul University   2000 — 2007
Liberal Arts, school for new learning

The FINRA Institute at Wharton   2003 — 2005
Certified Regulatory and Compliance Professional (CRCP), Securities

Judi mazur Judi mazur Hartford, Connecticut Area Details
Judi mazur's Lincoln Financial Advisors Experience May 2007 - Present
Job Art Director at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   May 2007 - Present

Education
Cazenovia College
Advertising/Graphic Design

San Diego State University-California State University
Graphic Design

Nan Cohen Nan Cohen Cleveland/Akron, Ohio Area Details
Nan Cohen's Lincoln Financial Advisors Experience 1994 - 2005
Job Founder, Certified Financial Planner at Creekside Financial Advisors, LLC
Industry Financial Services
Experience
Creekside Financial Advisors, LLC   May 2011 - Present
Securities America Advisors, Inc.   2005 - May 2011
Lincoln Financial Advisors   1994 - 2005
COFAM Enterprises, Inc.   1986 - 1994
Owens Illinois, Inc.   1980 - 1986

Education
Cleveland State University
Master of Business Administration

University of Arizona
Bachelor of Science, Business and Public Administration

Lisa Lockerman, MSFS, ChFC, AEP Lisa Lockerman, MSFS, ChFC, AEP Orange County, California Area Details
Lisa Lockerman, MSFS, ChFC, AEP's Lincoln Financial Advisors Experience June 1991 - January 2008
Job Wealth Manager and Chief Relationship Officer at Lockerman Financial Group
Industry Financial Services
Experience
Lockerman Financial Group   January 2008 - Present
Lockerman Financial Group   January 2008 - Present
California State University, Long Beach  October 2013 - 2014
Newport Advisory   February 2012 - December 2012
Lincoln Financial Advisors   June 1991 - January 2008
Irvine Chamber of Commerce  July 2001 - June 2007

Skills
Financial Planning, Insurance, Estate Planning, Retirement Planning, Investments, Wealth Accumulation, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Intergenerational..., Wealth Management..., Executive Benefit..., Employee Stock Options, Estate Preservation, Financial Risk..., Holistic Financial..., Strategic Financial..., Personal Financial..., Asset Managment, Investment Strategies, Executive Pay, Assisting Executives, Business Executives, Deferred Compensation, Asset Protection, Restricted Stock, Performance Based..., 401k Rollovers, Financial Planners, Asset Management, Financial Advisory, Wealth, High Net Worth..., Retirement, Investment Advisory, 401k, Retirement Plan..., Estate Tax Planning, Investment Management

Education
The American College   2004 — 2007
MS, Financial Services

California State University-Long Beach   1986 — 1991
BS, Business Administration - Finance

Rachel Burden Rachel Burden Delaware, Ohio Details
Rachel Burden's Lincoln Financial Advisors Experience May 2007 - December 2007
Job Licensed Administrative Assistant
Industry Insurance
Experience
Creative Financial Insurance   May 2014 - Present
The Delaware County Bank & Raymond James Financial Services   March 2008 - November 2013
Lincoln Financial Advisors   May 2007 - December 2007
Financial Network Investment Corporation, Member SIPC  September 2000 - April 2007

Skills
Retirement, Series 7, Retirement Planning, Wealth Management, Fixed Income, Mutual Funds, FINRA, Investment Advisory, Securities, 401k, 529 Plans, Fixed Annuities, Asset Allocation, IRAs

Education
The Ohio State University   2001 — 2002
Business & Finance

Columbus State Community College   1999 — 2000
Business Administration

Bruce Horowitz Bruce Horowitz Greater Los Angeles Area Details
Bruce Horowitz's Lincoln Financial Advisors Experience 1998 - 2003
Job Financial Advisor & President at Innovative Wealth Strategists
Industry Financial Services
Experience
Innovative Wealth Strategists   2003 - Present
Lincoln Financial Advisors   1998 - 2003
CIGNA Group Insurance  1995 - 1998
Marblehead Realty- Real Estate Consulting Firm   1990 - 1993
Landauer Associates- Real Estate Consulting Firm   1986 - 1990

Skills
Wealth Management, Tax Planning, Retirement Planning, Estate Planning, Investments, Wealth, Retirement, Insurance Planning, Investment Advisory, Wealth Accumulation, Asset Allocation, IRA's, Charitable Giving, Annuities, Investment Strategies

Education
San Diego State University-California State University   1981 — 1982
MBA, Financial Services

Northeastern University   1979 — 1981
BS, Business Administration

Colgate University   1975 — 1977
Undergraduate, Business Administration

Julie Hall, CFP ®, MS-Finance Julie Hall, CFP ®, MS-Finance Greater Detroit Area Details
Julie Hall, CFP ®, MS-Finance's Lincoln Financial Advisors Experience February 2005 - October 2009
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF  August 2013 - Present
Center for Financial Planning, Inc.   January 2011 - July 2013
FPA  2013 - 2013
Heritage Private Wealth LLC   October 2009 - January 2011
Lincoln Financial Advisors   February 2005 - October 2009
Prudential Financial  March 2003 - February 2005
M&O Marketing  June 2002 - March 2003

Skills
Wealth Management, Financial Planning, Investment Advisory, Reporting & Analysis, Securities, Fixed Annuities, Investments, Strategic Financial..., Finance, Wealth

Education
Walsh College   2006 — 2009
Master of Science in Finance, Finance

Eastern Michigan University   1997 — 2002
Bachelor of Business Administration, Business with a concentration in marketing

Joseph E Roseman Jr, CRPC Joseph E Roseman Jr, CRPC Charlotte, North Carolina Area Details
Joseph E Roseman Jr, CRPC's Lincoln Financial Advisors Experience 2007 - Present
Job Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   2007 - Present
Second Half Strategies, LLC.   2009 - July 2015
USSF Soccer   2008 - July 2015
NCHSAA Soccer   2008 - 2015

Skills
Retirement Planning, Access, Strategic Financial..., Financial Advisory, Financial Planners, Wealth Management..., Finance, Investments, Retirement, Investment Strategies, Fixed Annuities

Education
College for Financial Planning
Chartered Retirement Planning Counselor, Retirement Planning

University of North Carolina at Chapel Hill   1977 — 1981
Bachelor of Science (B.S.), Business Administration

West Iredell High School   1975 — 1977
Graduated with honors

Joseph Brezden Joseph Brezden Anaheim, California Details
Joseph Brezden's Lincoln Financial Advisors Experience September 2000 - Present
Job Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   September 2000 - Present
Jones & Brezden, Inc.   March 1982 - August 2000

Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Investment Advisory, Strategic Financial..., Investments, Estate Planning, Asset Allocation, Mutual Funds, Series 63, Financial Advisory, Investment Strategies, Securities, Wealth, Portfolio Management, Asset Management, Alternative Investments, Financial Planners

Education
California State University-Fullerton   1976 — 1981
Bachelor of Business Administration (B.B.A.), Finance

Reuben K. Chen Reuben K. Chen San Francisco Bay Area Details
Reuben K. Chen's Lincoln Financial Advisors Experience September 1988 - June 2001
Job CEO/President of Wellspring Consulting
Industry Financial Services
Experience
Wellspring Consulting  June 2001 - Present
ACA Life Distributors, Inc   April 2006 - Present
the Insurance GPS   January 2011 - Present
Lincoln Financial Advisors   September 1988 - June 2001

Skills
Strategic Financial..., Real Estate Strategies, Retirement Planning, Pension Planning, Education Funding, Risk Management, Insurance, Investment Strategies, Estate Tax Planning, Personal Tax Planning, Estate Planning, Term Life Insurance, Medical Supplement..., Long Term Care Insurance, Fixed Annuities, Variable Life, Variable Annuities, Whole Life, Universal Life, Life Insurance, Critical Illness..., Mutual Funds, Stocks, Bonds, Limited Partnerships, IRAs, Securities Brokerage, Profit Sharing, 401k, Business Succession, Employee Benefits, Cash Flow, Debt Management, Money Management, Group Health, Group Benefit Plans, Charitable Gifting, Employer Sponsored Life..., Finance

Education
California State University-Hayward - School of Business and Economics   1986 — 1988

John Carroll University   1982 — 1986

Brush High School   1981 — 1982

New Method College   1978 — 1981

Bonnie B. Farrell, CRPC® Bonnie B. Farrell, CRPC® Sacramento, California Area Details
Bonnie B. Farrell, CRPC®'s Lincoln Financial Advisors Experience February 2001 - Present
Job Financial Planner at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers  January 2013 - Present
Lincoln Financial Advisors   February 2001 - Present
AT&T  June 1969 - November 2001

Skills
Retirement Planning, Retirement Plan..., Long Term Care Insurance, Financial Planning, Qualified Retirement..., Series 7, Series 66, Risk Management

Education
Illinois Central College   1979 — 1980
Accounting

University of Utah   1975 — 1976
Social Psychology

College for Financial Planning
Financial Planning and Services

Steven Gimmarro, AAMS®, AWMA®, CWS® Steven Gimmarro, AAMS®, AWMA®, CWS® Kansas City, Missouri Area Details
Steven Gimmarro, AAMS®, AWMA®, CWS®'s Lincoln Financial Advisors Experience 2002 - 2007
Job Partner Strategy Based Financial Planner
Industry Financial Services
Experience
Summit Pointe Financial Group   June 2011 - Present
First National Bank of Omaha  March 2007 - March 2011
Lincoln Financial Advisors   2002 - 2007
New England Financial Services  1996 - 2002
First Financial Group (Missouri)   1985 - 1996

Education
College for Financial Planning   2008 — 2011
Accredited Asset Management Advisor and Accredited Wealth Management Strategist, Wealth Management

Cannon Financial Education   2009 — 2010
Certified Wealth Strategist, Advanced Estate Planning, Business Planning, Investment Planning and Retirement Planning.

University of Missouri-Kansas City   1977 — 1981

Truman High School

Dave Silverberg Dave Silverberg Pittsburg, California Details
Dave Silverberg's Lincoln Financial Advisors Experience April 2004 - May 2005
Job Entrepreneur and Software engineer
Industry Financial Services
Experience
Lincoln Financial Group  August 2008 - Present
Lincoln Financial Group  May 2005 - August 2008
Lincoln Financial Advisors   April 2004 - May 2005
Barclays  June 2000 - April 2004
Computer Nerds   April 1997 - November 1998

Skills
Web Development, .NET, C#, JavaScript, jQuery, SQL, User Experience, CSS, Microsoft SQL Server, Programming, HTML, Entity Framework, LINQ, WS-Federation, SAML 2.0, Force.com, SQL Reporting Services, Microsoft Office, Presentations, Microsoft Excel, PowerPoint, Microsoft Word

Education
UC Berkeley Haas School of Business   1998 — 2000
Bachelor's degree, Business Administration

Diablo Valley College   1996 — 1998

Anthony Concha Anthony Concha Greater Philadelphia Area Details
Anthony Concha's Lincoln Financial Advisors Experience January 2008 - May 2008
Job Tuning Velocity Motorsports, LLC
Industry Sports
Experience
Tuning Velocity Motorsports, LLC   June 2011 - Present
American Rallycross   September 2013 - Present
UFCW Local 1776  June 2006 - Present
UFCW Local 1776 Federal Credit Union   May 2008 - Present
UFCW Local 1776  June 2006 - Present
Lincoln Financial Advisors   January 2008 - May 2008

Skills
Customer Service, Microsoft Office, Bilingual, Translation, Marketing, Finance, Investments, Strategic Leadership, Credit Unions, Board of Director..., Motorsports, Spanish, Labor Relations, Rally, Auto Racing, Sports, Sponsorship, Sponsorship Activation, Rallycross, Motorsports Marketing, Sports Marketing, Brand Development, Sponsorship Program..., Racing, Board of Directors, Management, Strategic Planning, Training, Media Relations, Event Management, Partnership Marketing, Press Releases, Brand Awareness, Public Relations, Social Media Marketing, Relationship Marketing, Event Planning, Marketing Communications, Social Networking, Facebook, Marketing Strategy, Social Media, Advertising, New Business Development, Strategy

Education
Penn State Great Valley
Project Management Certificate Program, Project Management

Penn State University   2004 — 2008
Financial Services, Business

Cornell University   2012 — 2012
Certificate, Labor and Industrial Relations

Howard Schuchman Howard Schuchman Hampstead, Maryland Details
Howard Schuchman's Lincoln Financial Advisors Experience January 1999 - November 2012
Job Junior Software Developer at Avēsis Incorporated
Industry Information Technology and Services
Experience
Avēsis Incorporated  August 2015 - Present
Direct Travel  February 2013 - August 2015
Lincoln Financial Advisors   January 1999 - November 2012

Skills
C# 4.0, ASP.NET, CSS, HTML, SQL, Visual Basic, XML, Adobe Creative Suite, Adobe Design Programs, Java, NetBeans, Microsoft Office, Customer Service, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, CRM, Databases, Strategic Planning, Sales, Public Speaking, Management, Social Media, Team Building

Education
University Maryland University College   2012 — 2014
Bachelor of Science, Computer and Information Science, 4.0

Carroll Community College   2011 — 2012
A.A.S; Associates of Applied Science, Computer and Information Science, 4.0

Towson University
Mass Communications

Western Maryland College
Accounting

A. Raymond Benton A. Raymond Benton Greater Denver Area Details
A. Raymond Benton's Lincoln Financial Advisors Experience January 1995 - Present
Job Investment Advisory Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Benton & Company   September 1995 - Present
Lincoln Financial Advisors   January 1995 - Present
Financial Planning Association (FPA)   2015 - 2015
Associated Securities   September 1984 - September 1995

Skills
Retirement, Investment Advisory, Series 7, Wealth Management, Estate Planning, Fixed Annuities, Mutual Funds, Securities, Strategic Financial..., IRAs, Investments, Insurance, Wealth, 401k, Retirement Planning, Financial Advisory, Asset Management, Asset Allocation, Finance, Small Business, Investment Strategies, Financial Services, Portfolio Management, Alternative Investments

Education
Oklahoma State University   1960 — 1964
Bachelor of Arts (B.A.), Philosophy

Chicago Theological Seminary
BD, Theology/Theological Studies

Miami University
Master of Arts (M.A.), Religion/Religious Studies

Elliott Nelson Elliott Nelson Annapolis, Maryland Details
Elliott Nelson's Lincoln Financial Advisors Experience April 2014 - Present
Job Practice Manager at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   April 2014 - Present
Kelly & Associates Insurance Group  May 2012 - December 2013
Jan and Ken Wild Adventures   July 2011 - September 2011
Mann for Congress   May 2010 - August 2010
Musselman & Hall Contractors LLC   June 2008 - August 2008

Skills
Leadership, Social Media, Fundraising, Sales, Public Relations, Communication, Customer Service, Analytical Skills, Problem Solving, Analytical Abilities

Education
College of Charleston   2008 — 2011
B.A., Communication

Michael W. Moon Michael W. Moon Greater San Diego Area Details
Michael W. Moon's Lincoln Financial Advisors Experience October 2000 - Present
Job CFP, CRPC at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   October 2000 - Present
MassMutual Financial Group  January 1995 - December 1999
Connecticut Mutual  January 1986 - February 1996

Skills
Retirement, Strategic Financial..., Insurance, Financial Advisory, Investments, Securities, IRAs, Portfolio Management, Investment Advisory, Retirement Planning, Estate Planning, Small Business, Personal Finance, Asset Management, Certified Financial..., Finance, Financial Services, Wealth Management, Marketing

Education
College for Financial Planning   1985 — 1987
CFP, CRPC, Financial Planning

Carrie Waters Schmidt, MS, ADPA, CFP®, Carrie Waters Schmidt, MS, ADPA, CFP®, Madison, Wisconsin Details
Carrie Waters Schmidt, MS, ADPA, CFP®,'s Lincoln Financial Advisors Experience April 2004 - Present
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors   April 2004 - Present
M&I Bank  January 2001 - April 2004

Education
College for Financial Planning   2007 — 2010
MS in Financial Planning

University of Wisconsin-Madison   2000 — 2003
BA in Consumer Affairs, Concentration on Consumer Affairs and Personal Finance

Barbara Baxter, LUTCF Barbara Baxter, LUTCF Cleveland/Akron, Ohio Area Details
Barbara Baxter, LUTCF's Lincoln Financial Advisors Experience January 2000 - January 2009
Job Financial Advisor at Cedar Brook Financial Partners, Specializing in Long Term Care Planning
Industry Financial Services
Experience
Cedar Brook Financial Partners  January 2009 - Present
Lincoln Financial Advisors   January 2000 - January 2009

Education
Cleveland State University
Bachelor of Arts (BA), Communication / Business

Jay Schurman Jay Schurman San Francisco Bay Area Details
Jay Schurman's Lincoln Financial Advisors Experience April 2011 - Present
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors   April 2011 - Present
Western Pension & Benefits Council   2009 - 2013
Morgan Stanley Smith Barney  2006 - 2011
SCORE  2008 - 2010
Legg Mason  January 2005 - December 2005
Unicorn Expeditions   January 1979 - January 2003

Skills
Retirement Planning, Asset Allocation, Insurance, ESOP, Investments, Strategic Financial..., Wealth Management, Investment Advisory, Estate Planning, Portfolio Management, Retirement, Asset Managment, Series 7, Small Business

Education
Cornell University   1974 — 1980
BS, Agriculture Economics

Cornell University   1974 — 1980
Bachelor of Science, Agriculture Economics and Education

Bethesday Chevy Chase High School

James Barnash James Barnash Greater Chicago Area Details
James Barnash's Lincoln Financial Advisors Experience 1996 - 2007
Job Regional Director
Industry Financial Services
Experience
Edelman Financial Services, LLC   May 2013 - Present
JA Barnash & Associates   2009 - September 2012
Merion Wealth Partners, LLC   March 2011 - April 2012
Capital Analysts  2010 - 2011
Stride Consulting, Inc.   March 2009 - April 2010
Stride Consulting, Inc.   March 2009 - April 2010
Ameriprise Financial  2007 - 2009
Lincoln Financial Advisors   1996 - 2007
FPA  2001 - 2006

Skills
Financial Advisory, Strategic Financial..., Wealth, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Estate Planning, Asset Allocation, Personal Finance, Series 7, Insurance, Strategic Planning, Financial Planning, Public Speaking, Financial Analysis, Marketing Strategy, Risk Management, Small Business, Coaching, Succession Planning, Business Strategy, Management Consulting, Business Planning, Long Term Care, Insurance Planning, Annuities, Non-profits

Education
College for Financial Planning   1990 — 1992
CFP Certification, Financial Planning

DePaul University   1972 — 1977
Bachelor of Arts, History

Cathleen Oller Cathleen Oller Chicago, Illinois Details
Cathleen Oller's Lincoln Financial Advisors Experience Financial RepresentativeFifth Thrid Bank2010 - 2011
Job Operations Lead at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   Financial RepresentativeFifth Thrid Bank2010 - 2011
Thrivent Financial  2006 - 2010
H&R Block  2005 - 2006
Keyline Solutions Inc   1987 - 2001
Continental Illinois National Bank  1971 - 1987

Education
DePaul University
Bachelor's Degree, Business Administration and Management

Daniel Wall Daniel Wall Sacramento, California Area Details
Daniel Wall's Lincoln Financial Advisors Experience June 2015 - Present
Job Practice Analyst / Paraplanner at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers  June 2015 - Present
Lincoln Financial Advisors   June 2015 - Present
AIG  September 2014 - February 2015
VALIC  May 2014 - September 2014
Capital Edge Paintball Park   March 2013 - May 2014
Fountainhead Wealth  February 2014 - April 2014
Principal Financial Group  May 2013 - September 2013
Primerica  July 2011 - March 2013
State of California Department of Mental Health  January 2012 - September 2012
Neumann Enterprises   September 2008 - December 2011

Skills
Leadership, Finance, Teamwork, Networking, Insurance, Financial Planning, Strategic Financial..., Customer Satisfaction, Financial Services, Marketing, Retirement, Mutual Funds, Retirement Planning, Management

Education
California State University-Sacramento   2009 — 2015
Bachelor of Communications, Mass Communications

Isa Rubio Isa Rubio Greater San Diego Area Details
Isa Rubio's Lincoln Financial Advisors Experience August 2010 - Present
Job Operations Lead at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   August 2010 - Present
MTZ Construction   June 2005 - July 2010
Lincoln Financial Advisors   March 1999 - June 2005

Skills
Retirement, Insurance, Employee Benefits, Retirement Planning, Disability Insurance, Succession Planning, Lincoln Financial Group...

Education
Cuyamaca College   2005 — 2007
Drama and Dramatics/Theatre Arts, General

Southwestern College   1995 — 1997

Daniel Herzog Daniel Herzog Greater Detroit Area Details
Daniel Herzog's Lincoln Financial Advisors Experience July 2015 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   July 2015 - Present
J.P. Morgan Securities LLC   May 2014 - July 2015
Chemical Bank  December 2012 - May 2014
Wells Fargo Advisors, LLC  December 2010 - January 2013
PNC Wealth Management  2006 - January 2011
LaSalle Bank  2001 - 2005

Education
Central Michigan University   1986 — 1991
BAA, Org. Communication

David Kottler David Kottler Beachwood, Ohio Details
David Kottler's Lincoln Financial Advisors Experience January 1995 - August 2011
Job Entrepreneur, Strategic Problem Solver
Industry Financial Services
Experience
D.A.K. Strategic Solutions L.L.C.   January 2014 - Present
Donor Motivation Program of NE Ohio   January 2013 - December 2013
Max-Wealth L.L.C.   August 2011 - January 2013
Lincoln Financial Advisors   January 1995 - August 2011
Decatur Foods   September 1971 - December 1994

Skills
Charitable Planning, Captive Insurance..., Insurance Expert, Estate Planning, Insurance, Retirement Planning, Wealth, Plannning, Life Insurance, Financial Planners, Wealth Management, Retirement, Fixed Annuities, Small Business, Succession Planning, Charities, Strategic Planning, Financial Advisory

Education
Cleveland State University   1971 — 1975
J.D., Law

The Ohio State University   1966 — 1970
B.A., Sociology

Shaker High School   1963 — 1966

Toby Gass Toby Gass Orlando, Florida Details
Toby Gass's Lincoln Financial Advisors Experience October 2004 - October 2009
Job Vice President/CoOwner Rocky's Retreat, Inc, a Canine Health & Fitness Center
Industry Alternative Medicine
Experience
Rocky's Retreat Canine Health & Fitness Center   October 2009 - Present
Edwards Financial Services  May 2010 - September 2011
Lincoln Financial Advisors   October 2004 - October 2009
AIG VALIC  September 2003 - October 2004
PrimeVest Financial Services  August 1996 - November 2002
The Provident Bank  1991 - 1995

Skills
Canine Massage, Small Business, Reiki, Training, Management, Team Building, Entrepreneurship, Marketing Strategy, Human Resources, CRM, Budgets, Strategy, Marketing, Customer Service

Education
University of Houston, C.T. Bauer College of Business   1979 — 1982
BBA, Finance

Camden County College   1972 — 1974
AAS, Animal Science Technology

Rod Acord, ChFC®, CLU®, CASL®, CRPC® Rod Acord, ChFC®, CLU®, CASL®, CRPC® San Francisco Bay Area Details
Rod Acord, ChFC®, CLU®, CASL®, CRPC®'s Lincoln Financial Advisors Experience 1995 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   1995 - Present
Professional Xerographics, Inc.   1993 - 1995

Education
California State University-Long Beach - College of Business Administration   1989 — 1993
BS in Business Administration, Management Information Services

Linda Eickhoff Linda Eickhoff Milwaukee, Wisconsin Details
Linda Eickhoff's Lincoln Financial Advisors Experience March 2006 - August 2008
Job Organizational Change & Communication Consultant
Industry Financial Services
Experience
Northwestern Mutual  April 2012 - May 2015
AXA Equitable  August 2008 - June 2011
Lincoln Financial Advisors   March 2006 - August 2008
The MONY Group  July 1998 - October 2005

Skills
Project Management, Strategic Planning, Marketing, Microsoft Office, Change Management, Communication, Information Technology, Computer Software..., Transition Management, Networking, Insurance, Training, CRM, Management, Leadership, Process Improvement, Employee Engagement, Public Speaking, Strategy, Customer Service, Social Media, Business Analysis

Education
Carroll College   2007 — 2011
B.A., Communication, 4.0 GPA

Waukesha County Technical College   2003 — 2006
A.A.S., Computer Information Systems, 4.0 GPA

University of Wisconsin-Waukesha   1998 — 2001
A.A.S., Liberal Arts

Adam DeBord Adam DeBord Cleveland/Akron, Ohio Area Details
Adam DeBord's Lincoln Financial Advisors Experience May 2014 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   May 2014 - Present
New England Securities at 212 Capital Group   May 2010 - May 2014
Ameriprise Financial Advisors  August 2006 - May 2010

Education
Cleveland State University   1997 — 2000

Dawn Lano Dawn Lano Lynnwood, Washington Details
Dawn Lano's Lincoln Financial Advisors Experience March 1999 - March 2003
Job Billing Specialist Temp at Beacon Hill Staffing Group, LLC
Industry Hospital & Health Care
Experience
Beacon Hill Staffing Group, LLC  July 2015 - Present
Betts Patterson & Mines, P.S.   May 2013 - March 2015
RHI/Accountemps   December 2012 - May 2013
Molina Healthcare  January 2012 - October 2012
Philips Healthcare  October 2004 - December 2011
Brooks Sports  March 2003 - October 2004
Lincoln Financial Advisors   March 1999 - March 2003

Skills
Customer Service, Office Management, Legal Research, Exceptional MS Office..., Finance, Management, Analysis, Marketing, Administrative..., Negotiation, Outlook, Microsoft Excel, Microsoft Office, Process Improvement, Time Management, Contract Negotiation, Leadership, Research, Training, Software Documentation, Legal Writing, Project Planning, Human Resources, Healthcare, Employee Benefits, Program Management, Customer Satisfaction, Team Building, Team Leadership, Public Speaking, Employee Relations, Project Management, Budgets, Process Scheduler

Education
Edmonds Community College   2010 — 2011
Paralegal Certificate, Paralegal

Ruth Peebles Ruth Peebles Raleigh-Durham, North Carolina Area Details
Ruth Peebles's Lincoln Financial Advisors Experience 2008 - 2009
Job In pursuit of career in Human Resources and Training
Industry Human Resources
Experience
Big Bus Tours - Washington DC   May 2012 - August 2015
Planning Solutions Group LLC  2009 - 2010
Lincoln Financial Advisors   2008 - 2009
The Washington Post  2002 - 2007

Skills
Leadership, Customer Service, Sales, Problem Solving, Training & Development, Public Speaking, Team Building, Microsoft Office, Written Communication

Education
University of Phoenix   2014 — 2016
Bachelor's Degree, Communications

Elizabeth City State University   2003 — 2005
Bachelor's Degree, Communications

Danielle Cordone Danielle Cordone United States Details
Danielle Cordone's Lincoln Financial Advisors Experience January 2007 - February 2007
Job Student at Sacramento State
Industry Financial Services
Experience
Sacramento State  May 2014 - Present
Back to Health Chiropractic  April 2015 - Present
Paint Nite  May 2014 - June 2015
Snickerdoodles Children’s and Maturity Resale Boutique   January 2004 - January 2010
Lincoln Financial Advisors   January 2007 - February 2007
Assisteens Club   January 2004 - January 2007

Skills
Customer Service, PowerPoint, Microsoft Word, Photoshop, Retail, Sales, Teamwork, English, Outlook, Microsoft Excel, Research, Microsoft Office, Graphic Design, Windows, Teaching

Education
California State University-Sacramento   2011 — 2014
Bachelor's degree, Studio Art Specializing in painting and drawing

The California State University   2011 — 2014
Bachelor of Arts, Art Studio, Painting and Drawing

James Wilson James Wilson Greater Philadelphia Area Details
James Wilson's Lincoln Financial Advisors Experience December 2002 - November 2008
Job Retirement Plan Services
Industry Financial Services
Experience
Lincoln Financial Group  November 2008 - Present
Lincoln Financial Advisors   December 2002 - November 2008
Quakertown Alive   2006 - 2008
Quakertown Alive   2006 - 2008
SWB&R  June 1992 - October 2002

Education
Ursinus College   1978 — 1982
B.A.

College for Financial Planning   2009 — 2009
CRPC® Designation

Jack Collins Jack Collins Baltimore, Maryland Area Details
Jack Collins's Lincoln Financial Advisors Experience 1999 - 2006
Job National 401(k) Sales Manager
Industry Financial Services
Experience
NADA  September 2013 - March 2015
Mutual of America  February 2012 - September 2013
Human Resources Assocation of Southern Maryland   November 2012 - July 2013
Live the Dream Coaching, LLC   June 2010 - February 2012
1st Mariner Bank  2006 - 2010
Lincoln Financial Advisors   1999 - 2006
Charles Schwab  1994 - 1997

Skills
Investments, Strategic Planning, Public Speaking, Retirement Planning, Retirement Plan..., 401k, 403b, 457 plans, Series 7, Pensions, Defined Benefit, ERISA, Business Development, Sales, Marketing, 403 b, Portfolio Management, Employee Benefits, Retirement, Finance, CRM

Education
Dickinson College
Bachelor of Arts

Gilman
College Prep Baltimore, MD

Joel Frasor Joel Frasor Greater Chicago Area Details
Joel Frasor's Lincoln Financial Advisors Experience September 2005 - April 2012
Job
Industry Financial Services
Experience
TIAA-CREF  April 2012 - Present
Lincoln Financial Advisors   September 2005 - April 2012

Skills
IL Insurance License, Series 7,24,66

Education
DePaul University
Bachelor's degree, Finance, General

Katie Nyberg Katie Nyberg Huntington Beach, California Details
Katie Nyberg's Lincoln Financial Advisors Experience January 2011 - December 2011
Job Associate, Redevelopment & Asset Management at AvalonBay Communities
Industry Real Estate
Experience
AvalonBay Communities  March 2015 - Present
AvalonBay Communities  July 2012 - February 2015
Walker & Dunlop  January 2012 - May 2012
Lincoln Financial Advisors   January 2011 - December 2011
Lincoln Financial Advisors   December 2010 - December 2011
CKJ Properties, Inc.   March 2009 - December 2010

Skills
Excel, Word, PowerPoint, Microsoft Office, Outlook, Phone Skills, Data Analysis, Social Networking, Social Media Marketing, Microsoft Excel, Microsoft Word, Asset Management, Marketing, Management, Commercial Real Estate, Budgets, Finance, Real Estate

Education
University of California, Irvine - The Paul Merage School of Business   2014 — 2017
Master of Business Administration (M.B.A.)

California State University-Long Beach   2008 — 2012
Bachelor of Science, Finance

Lutheran High School of Orange County   2004 — 2008
High School Diploma

Phyllis Harden Phyllis Harden Greensboro, North Carolina Details
Phyllis Harden's Lincoln Financial Advisors Experience January 2007 - December 2013
Job Adjunct Instructor at Rockingham Community College
Industry Financial Services
Experience
Rockingham Community College  January 2014 - Present
Lincoln Financial Advisors   January 2007 - December 2013

Skills
Quality Center, Test Planning, Quality Assurance, User Acceptance Testing, Test Management, Public Speaking, Management, Business Requirements, HP Quality Center, Process Improvement, SDLC

Education
East Carolina University   2003 — 2006
Bachelor of Business Administration (BBA), Information Technology

Melanie Jeanne Plank Melanie Jeanne Plank Chicago, Illinois Details
Melanie Jeanne Plank's Lincoln Financial Advisors Experience May 2007 - September 2007
Job Event Manager, Assistant Store Manager & Buyer
Industry Arts and Crafts
Experience
Foursided Chicago   October 2012 - Present
freelance  June 2010 - Present
Ravenswood Used Books   June 2012 - October 2013
Dinkel's Bakery   June 2011 - June 2012
The Theater School at DePaul University   May 2010 - June 2011
DePaul University  November 2008 - June 2011
Borders  July 2009 - February 2010
Lincoln Financial Advisors   May 2007 - September 2007

Skills
Creative Writing, Illustrator, Theatre, Social Media, Microsoft Office, Playwriting, Copy Editing, Photoshop, Project Management, Management, Event Planning, Knitting, Whistling, Singing, Adobe Creative Suite, Painting, Drawing, Rubik's Cube

Education
DePaul University   2007 — 2011
Bachelor of Fine Arts (BFA), Minor in Art & Design, Playwriting, Art & Design

Nicole Lujan Nicole Lujan Fullerton, California Details
Nicole Lujan's Lincoln Financial Advisors Experience June 2015 - Present
Job Financial Advisor Intern at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   June 2015 - Present
PROCESS Project Tutoring Center   September 2014 - Present
The Daily Titan  July 2014 - September 2014
Housing and Residence Life  August 2013 - May 2014

Skills
Microsoft Excel, Customer Service, Social Media, Marketing, Social Networking, Outlook, PowerPoint, Research, Microsoft Word, Photoshop, Finance, Public Speaking, Microsoft Office

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2012 — 2016
Financial Planning and Services

Don Antonio Lugo High School   2008 — 2012
High School

Felice Lamb, FSA, MBA Felice Lamb, FSA, MBA Portland, Oregon Area Details
Felice Lamb, FSA, MBA's Lincoln Financial Advisors Experience June 1999 - August 1999
Job Director & Actuary, Product Development at M Financial Group
Industry Financial Services
Experience
M Financial Group  March 2011 - Present
M Financial Group  December 2006 - March 2011
M Financial Group  September 2002 - December 2006
Unum  September 2000 - July 2002
Lincoln Financial Advisors   June 1999 - August 1999

Skills
Life Insurance, Insurance, Actuarial Science, Business Analysis, Disability Insurance, Financial Analysis, Risk Management, Analysis, Retirement Planning, Product Development, Employee Benefits, Strategic Financial..., Financial Risk, Pricing, Research and Development, Product Design, Variable Life, Private Placements, Universal Life, Business Planning, Financial Services, Strategic Planning, Relationship Management, Business Process, Leadership, Managerial, Market Research, Product Launch, Business Modeling, Mentoring, Product Management, Risk Assessment

Education
Clark University   1998 — 2000
MBA, Finance

Clark University   1995 — 1999
BA, Mathematics

Sam Reeve, CCP, GRP Sam Reeve, CCP, GRP San Francisco, California Details
Sam Reeve, CCP, GRP's Lincoln Financial Advisors Experience October 1997 - July 2000
Job
Industry Management Consulting
Experience
Performensation   November 2012 - Present
BlackRock  December 2009 - August 2012
Barclays Global Investors  2005 - December 2009
McKesson  2003 - 2005
ADP, ProBusiness Division   2000 - 2003
Lincoln Financial Advisors   October 1997 - July 2000
Patches Media Development   November 1994 - January 2000
URO Investments   July 1992 - August 1994

Skills
Human Resources, Benchmarking, Leadership, Consulting, Job Evaluation, Performance Management, Job Analysis, Sales Compensation, Strategic Planning, Management Consulting, Job Descriptions, Total Rewards Strategies, Internal Communications, Market Intelligence, Quantitative Analytics, Performance Appraisal, Project Management, Financial Analysis, Microsoft Excel, Team Management, Forecasting, Executive Compensation..., Organizational Structure, Total Rewards, Base Pay Administration, Analytical Skills, Latin America, Team-oriented, Salary, Equity Valuation, Rewards Programs, Variable Pay Design, Business Advisory, Executive Pay, Compensation Structures, Employee Engagement, Compensation & Benefit, Training, Incentive Programs, Strategy, Management, Program Management, HR Transformation, Acquisition Integration, Talent Management, Teamwork, Succession Planning, Executive Management

Education
California State University-Sacramento   1994 — 1998
BS, Finance, Economics

Kyle Jacobs Kyle Jacobs Minneapolis, Minnesota Details
Kyle Jacobs's Lincoln Financial Advisors Experience January 2011 - March 2011
Job Analyst at Huron Consulting Group
Industry Hospital & Health Care
Experience
Huron Consulting Group  February 2014 - August 2015
Aon Benfield  June 2012 - January 2014
Carleton College  September 2008 - June 2012
Carleton College  August 2008 - June 2012
Nuveen Investments  June 2011 - August 2011
Lincoln Financial Advisors   January 2011 - March 2011

Skills
Microsoft Excel, Microsoft SQL Server, Public Speaking, Microsoft Office, Research, Stata, Bloomberg, Microsoft Word, Editing, Statistics, S-Plus

Education
University of Warwick - Warwick Business School   2015 — 2016
Master of Business Administration (MBA)

Carleton College   2008 — 2012
BA, Economics and Spanish

Cambridge University

University School of Milwaukee

Kelly Scaramella Kelly Scaramella Tinley Park, Illinois Details
Kelly Scaramella's Lincoln Financial Advisors Experience May 2013 - August 2013
Job Commercial Banking Associate at American Chartered Bank
Industry Financial Services
Experience
American Chartered Bank  September 2013 - Present
Lincoln Financial Advisors   May 2013 - August 2013
Eastern Illinois University  August 2009 - May 2013
D3 Financial Counselors   2012 - 2012

Skills
PowerPoint, Finance, Banking, Financial Reporting, Accounting, Financial Accounting, Microsoft Excel, Access, Account Reconciliation, Strategic Financial..., Investments, Financial Planning, Customer Service

Education
Eastern Illinois University   2009 — 2013
Bachelor of Science in Finance, Finance / Accounting

Elizabeth Sams Elizabeth Sams Richmond, Virginia Area Details
Elizabeth Sams's Lincoln Financial Advisors Experience April 2009 - February 2011
Job Financial Advisor at Old Dominion Asset Management, Inc.
Industry Financial Services
Experience
Old Dominion Asset Management, Inc.   April 2014 - Present
Tax & Business Solutions   March 2011 - March 2014
Lincoln Financial Advisors   April 2009 - February 2011
First Market Bank  June 2004 - June 2006
BB&T Investment Services, Inc.   August 2001 - May 2004

Education
East Tennessee State University   1986 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Fairmont Senior High School

Fairmont Senior High School

Elizabeth Pavelic Elizabeth Pavelic Wayne, Pennsylvania Details
Elizabeth Pavelic's Lincoln Financial Advisors Experience April 2014 - Present
Job Operations Coordinator at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   April 2014 - Present
It's Only Cupcakes   December 2012 - Present
Lincoln Financial Distributors  July 2008 - April 2014
ING  January 2007 - July 2008
Xerox, Gold 'n' Copy   November 2005 - December 2006

Skills
Insurance, Risk Management, Financial Analysis, Customer Service, Marketing Strategy, Strategic Planning, Banking, Microsoft Excel, Microsoft Office, Project Management, PowerPoint, Microsoft Word, Six Sigma Green Belt, Six Sigma Yellow Belt, Series 63

Education
Cornell University
Certificiate, Project Leadership

Shippensburg University of Pennsylvania   2000 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies

Erika Olson Erika Olson Sacramento, California Details
Erika Olson's Lincoln Financial Advisors Experience May 2011 - September 2012
Job Accounting Services Analyst at PRO Unlimited
Industry Financial Services
Experience
PRO Unlimited  March 2014 - Present
State Street Bank  November 2013 - March 2014
State Street Bank  September 2012 - November 2013
Lincoln Financial Advisors   May 2011 - September 2012

Skills
Derivative Operations, Microsoft Excel, Research, Derivatives, Prime Brokerage, PowerPoint, Customer Service, Time Management, Finance

Education
California State University-Sacramento   2009 — 2012
Bachelor of Business Administration (BBA), Finance, International Business, Risk Management and Insurance

Rebecca Sotsky Rebecca Sotsky Greater New York City Area Details
Rebecca Sotsky's Lincoln Financial Advisors Experience September 2008 - August 2009
Job Associate Brand Manager at Dannon
Industry Consumer Goods
Experience
Danone North American Companies  January 2015 - Present
The Dannon Company  August 2013 - December 2014
The Dannon Company  June 2012 - August 2012
The GRAMMY Museum  March 2012 - April 2012
Lincoln Financial Group  June 2009 - June 2011
Lincoln Financial Advisors   September 2008 - August 2009
Lincoln Financial Distributors  August 2007 - August 2008
Mediacom  June 2006 - August 2006
Valley Heart Group   June 2004 - August 2005

Skills
Series 63, Marketing, Product Management, Financial Services, Retirement, Competitive Analysis, Strategic Planning, Business Development, Market Research, Investments, Financial Modeling, Marketing Strategy, Research, Series 6, New Product..., CRPC, Chartered Retirement..., Segmentation, Relationship Management, Brand Management, Customer Insight, Brand Awareness, Salesforce.com, Insurance, New Business Development, Social Media, Market Analysis

Education
University of Michigan - Stephen M. Ross School of Business   2011 — 2013
Master of Business Administration, Strategy and Marketing

Cornell University   2003 — 2007
Bachelor of Science, Policy Analysis & Management

Edgemont HS   1999 — 2003
High School Diploma

Rene Carr Rene Carr Hingham, Massachusetts Details
Rene Carr's Lincoln Financial Advisors Experience March 2005 - December 2006
Job Life Case Manager at DMI Marketing, Inc. “Experience Results”
Industry Insurance
Experience
DMI Marketing  December 2005 - Present
DMI Marketing  December 2005 - Present
Lincoln Financial Advisors   March 2005 - December 2006
Banknorth NA   August 2003 - January 2005
Seafarers International Union/National Maritime Union   January 2002 - April 2003
BankBoston  July 1986 - July 2001

Education
Northeastern University   1998 — 1998
Paralegal Certificate, Paralegal

Eastern Nazarene College
BSBA, Business Administration and Management, General

Jennifer Krakower Jennifer Krakower Boston, Massachusetts Details
Jennifer Krakower's Lincoln Financial Advisors Experience September 2014 - Present
Job Raskin Planning Group with Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   September 2014 - Present
Dr. Alain Awaad Chiropractic Clinic   August 2013 - February 2014
Institute for Reproductive Medicine and Science   June 2013 - August 2013

Skills
Microsoft Excel, Microsoft Word, Final Cut Pro, PowerPoint, French, Economics, Public Speaking, Research, Project Planning, Social Media, Marketing, Social Media Marketing, Photoshop, Sports, Advertising, WordPress, Social Networking, Facebook, Event Planning, Microsoft Office, Fundraising, Blogging, Time Management, Teamwork, Editing, Event Management, Spanish, Financial Analysis, Strategic Planning, Marketing Strategy, Leadership, Customer Service, Management, Public Relations, Market Research, Investments, Finance

Education
Middlebury College   2010 — 2014
Bachelor of Arts (B.A.), Economics

Dawson College   2007 — 2010
Major, Health Services/Allied Health/Health Sciences, General

Lower Canada College   2002 — 2007
High School Diploma

Abiel Acosta, CFP(R) Abiel Acosta, CFP(R) Oxnard, California Details
Abiel Acosta, CFP(R)'s Lincoln Financial Advisors Experience September 2006 - Present
Job President at Acosta Wealth Management
Industry Financial Services
Experience
Acosta Wealth Management   January 2011 - Present
Lincoln Financial Advisors   September 2006 - Present

Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Securities, Asset Management, Life Insurance, Insurance, Wealth Management, Finance, Asset Allocation, Wealth, Estate Planning, Small Business, Series 7, Investment Advisory, Investment Management, Mutual Funds, Financial Goals, Financial Advisory, Series 6, Portfolio Management, Financial Services, Investment Strategies, Risk Management, Series 63, 401k, Financial Modeling

Education
The American College   2007 — 2008
Financial Planning, Investment Planning, Insurance Planning

University of California, Santa Barbara   2007 — 2008
Tax Planning, Estate Planning, Retirement Planning

Dartmouth College   2000 — 2004
B.A., Economics, Religion

The University of Edinburgh   2002 — 2003

Elizabeth Mihalovich Elizabeth Mihalovich Greater Philadelphia Area Details
Elizabeth Mihalovich's Lincoln Financial Advisors Experience May 2015 - Present
Job Sr. Business Development Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   May 2015 - Present
Lincoln Financial Distributors  April 2011 - May 2015
Lincoln Financial Network  2015 - 2015
Lincoln Financial Distributors  June 2008 - April 2011
Lincoln Financial Group  August 2005 - June 2008
Lincoln Financial Group  August 2005 - May 2008
Keller Williams Realty  May 2004 - July 2005

Skills
Insurance, Financial Services, Series 7, Investments, Management, Series 63, Sales, Mutual Funds, Leadership, Marketing

Education
Drexel University   2013 — 2015
Master of Business Administration (MBA)

Temple University   2003 — 2005
BBA, Human Resource Management and Legal Studies

Robert Wilhelm Robert Wilhelm Dublin, Ohio Details
Robert Wilhelm's Lincoln Financial Advisors Experience January 1992 - June 2003
Job Partner, Retirement Strategies, Ltd.
Industry Financial Services
Experience
Retirement Strategies, Ltd.   January 2003 - Present
RS Tax and Accounting Services, LLC   July 2011 - Present
Lincoln Financial Advisors   January 1992 - June 2003

Education
Suffolk University - Sawyer School of Management
Master of Business Administration, Operations Management and Supervision

Canisius College
Bachelor of Science, Management

College for Financial Planning
CFP® Professional Education Program

Michael Walter, Jr. Michael Walter, Jr. Baltimore, Maryland Details
Michael Walter, Jr.'s Lincoln Financial Advisors Experience March 2005 - May 2006
Job COO & General Counsel at Canusa Corporation
Industry Paper & Forest Products
Experience
Canusa Corporation  July 2014 - Present
Canusa Hershman Recycling, LLC   December 2011 - Present
Canusa Corporation  December 2011 - July 2014
Canusa Corporation  March 2006 - December 2011
Lincoln Financial Advisors   March 2005 - May 2006

Skills
Risk Management, Insurance, Contract Negotiation, Contract Management, Real Estate, Due Diligence, Mergers & Acquisitions, Negotiation, Strategic Planning, Corporate Law, Legal Research, Corporate Governance, Mediation, Legal Writing, Litigation, Commercial Litigation

Education
University of Baltimore School of Law   2007 — 2011
Juris Doctorate, Business Law Concentration

Drexel University   2000 — 2005
B.S. in Commerce & Enginnering, Finance Concentration

Loyola Blakefield   1997 — 2000

Tom Behr Tom Behr Fort Collins, Colorado Details
Tom Behr's Lincoln Financial Advisors Experience 1993 - 1998
Job CFP® | Wealth Management | Investment Advisor
Industry Financial Services
Experience
First Western Trust  February 2004 - Present
Poudre River Valley Trust Company   July 2000 - February 2004
Lincoln Financial Advisors   1993 - 1998
Lincoln Financial Advisors   1993 - 1998

Skills
Certified Financial..., Finance, Private Banking, Investment Management, Wealth Management, Insurance, Retirement, Wealth Management..., Asset Allocation, Investment Advisory, Investments, Financial Services, Management Consulting, Series 7, Asset Management, Portfolio Management, Financial Planning

Education
College for Financial Planning   2009 — 2011
Financial Planning and Services

St. John's University   1989 — 1993
Bachelor of Arts (B.A.), Philosophy

Lori R. Price, CFP® Lori R. Price, CFP® Greater New York City Area Details
Lori R. Price, CFP®'s Lincoln Financial Advisors Experience 1988 - 2005
Job Advise affluent women & retirees looking for a caring financial professional to guide them thru life's transitions
Industry Financial Services
Experience
LPL Financial  June 2011 - Present
Private Advisor Group LLC   June 2011 - Present
Peak Advisor Alliance  July 2009 - Present
Price Financial Group LLC   July 1985 - Present
Securities America  August 2005 - May 2011
Lincoln Financial Advisors   1988 - 2005
GE Capital  1983 - 1985
Xerox Corporation  1979 - 1983

Skills
Divorce Planning, Retirement Planning, Estate Planning, Cash Flow Management, Life Transitions, Investment Advisory, Wealth Management, Wealth Preservation, Public Speaking, Financial Planning, Creative Problem Solving, Annuities, Transitions, Divorce financial..., Divorce transition, Lifetime income planning, Retirement Income..., financial advice, Financial Education, 401k Rollovers, Rollovers, Roth IRA, IRA Rollovers, ira's, Women's financial..., Women's wealth..., Financial education for..., Niche marketing with..., Life insurance planning, Strategic Financial..., Life Insurance, Financial Advisory, IRAs, Retirement, Retirement planning

Education
Duke University - The Fuqua School of Business   1977 — 1979
MBA

Rutgers University-New Brunswick   1973 — 1977
BA, Business

Brenda Lynne Larkin, CDFA* Brenda Lynne Larkin, CDFA* Hartford, Connecticut Area Details
Brenda Lynne Larkin, CDFA*'s Lincoln Financial Advisors Experience October 2012 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   October 2012 - Present

Skills
Strategic Financial..., Retirement, Insurance, Investments, Series 7, Wealth, Retirement Planning, Estate Planning, Series 65, 401k, Life Insurance, Wealth Management, Financial Advisory, Fixed Annuities, Series 63, Disability Insurance, Financial Planners, Succession Planning, Health Insurance, Employee Benefits, Long-term Care, IRAs, Long Term Care Insurance, Mutual Funds, Pensions, Series 6, Variable Annuities, Small Business, Strategic Planning, Financial Services

Education
Connecticut Mediation Training

Basic Interdisciplinary Collaborative Divorce Training

Central Connecticut State University   1980 — 1984
B.A., Sociology, Social Work

Pam Holway Pam Holway Greater St. Louis Area Details
Pam Holway's Lincoln Financial Advisors Experience April 1999 - January 2002
Job Financial Planning Assistant at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial  December 2014 - Present
Mason Contractors Association of St. Louis   June 2003 - December 2014
UHY / Grace Wealth Advisors   April 2002 - June 2003
Lincoln Financial Advisors   April 1999 - January 2002
American Mutual Underwriters, Ltd.   March 1997 - March 1999

Skills
Communications, Supervisory, Organizational..., Spreadsheets, Quickbooks, Customer Service, Outlook, Excel, PowerPoint, Microsoft Office, Word, Time Management, Insurance, Customer Relations, Administration, Accounts Receivable, Research, Supervisory Skills, Access, Non-profits, Database Administration, Budgeting, Coordination, Event Planning, Inventory Management, Writing, Problem Solving, Purchasing, Contract Negotiation, Planning, Analysis, Editing, Event Management, Administrative Support, Data Entry, Office Management, Scheduling, Typing, Invoicing, Office Administration, Accounts Payable, Billing, Data Analysis, Confidentiality, Calendars, Documentation, Internet Research, Vendor Relations, Calendaring, Process Improvement

Education
Chaminade University of Honolulu   1997 — 1998
Certificate, Paralegal

Rick Martin, CFP® Rick Martin, CFP® Cleveland/Akron, Ohio Area Details
Rick Martin, CFP®'s Lincoln Financial Advisors Experience 2000 - 2005
Job Senior Financial Planner at Szarka Financial
Industry Financial Services
Experience
Szarka Financial  June 2006 - Present
American Cancer Society  2012 - 2015
Fairhill Partners  2010 - 2015
Plax & Associates   July 2005 - June 2006
Lincoln Financial Advisors   2000 - 2005
Cole Managed Vision  1995 - 2000
Progressive Insurance  1979 - 1995

Skills
Financial Planning, Estate Planning, Risk Management, Fee-based Asset Manager, Retirement Planning, Retirement Income..., Social Security..., Social Security, Strategies

Education
Ohio University
BBA, Quantitative Methods

Case Western Reserve University
Engineering

Kirtland High School

John Zaino John Zaino Greater Chicago Area Details
John Zaino's Lincoln Financial Advisors Experience January 1995 - Present
Job Experienced Insurance Broker
Industry Insurance
Experience
Lincoln Financial Advisors   January 1995 - Present

Skills
Sales, Disability Insurance, Employee Benefits, New Business Development, Health Insurance, Life Insurance, Retirement Planning, Insurance, Investments, Strategic Planning, Securities, Series 7, Human Resources, Term Life Insurance, 401k, Long Term Care Insurance, Retirement, Management, Fixed Annuities, Series 63, Long-term Care, Wealth Management, Health Savings Accounts, Negotiation, Team Building, Estate Planning, Customer Service, Sales Management, Investment Advisory, Leadership, Strategic Financial..., Financial Planners, Budgets, Financial Advisory, Risk Management, Underwriting, IRAs, Mutual Funds, Small Business, Uniform Combined State..., Wealth, Series 24, Asset Allocation, Personal Finance, Asset Management, Finance

Education
College of DuPage   1978 — 1988
CHA, Certified Hotel Administration

Daniel Schatz Daniel Schatz Austin, Texas Details
Daniel Schatz's Lincoln Financial Advisors Experience November 1999 - April 2002
Job Regional Director, DC Sales Intermediary Distribution at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors  September 2014 - Present
Voya Financial  April 2013 - September 2014
Great-West Financial  September 2008 - March 2013
Wells Fargo  March 2006 - September 2008
Lincoln Financial Group  January 2004 - January 2006
Lincoln Financial Group  April 2002 - January 2004
Lincoln Financial Advisors   November 1999 - April 2002
OppenheimerFunds  October 1998 - September 1999

Skills
Sales, Wealth Management, New Business Development, Mutual Funds, Retirement, Marketing Strategy, Series 63, 401k, Retirement Planning, Series 6, Investments, Financial Services, Series 7, Asset Allocation, Leadership

Education
Colorado State University   1995 — 1998
Bachelor of Arts (B.A.), Economics

Mark Garetz Mark Garetz San Francisco Bay Area Details
Mark Garetz's Lincoln Financial Advisors Experience 2008 - 2010
Job Graphic Designer
Industry Graphic Design
Experience
Creationary   January 1995 - Present
Lincoln Financial Advisors   2008 - 2010

Skills
Corporate Events

Education
California State University-Fullerton

Mike May, CFP Mike May, CFP Greater Chicago Area Details
Mike May, CFP's Lincoln Financial Advisors Experience December 2006 - Present
Job Managing Director at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   December 2006 - Present

Skills
Certified Financial..., Chartered Financial..., Chartered Life..., Series 6, Series 7, Series 22, Series 24, Series 63

Education
Eastern Illinois University   1982 — 1986

Jay Harmeyer, CFP®, ChFC Jay Harmeyer, CFP®, ChFC Columbus, Ohio Area Details
Jay Harmeyer, CFP®, ChFC's Lincoln Financial Advisors Experience 2007 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors   2007 - Present
Clark Consulting  2003 - 2007

Education
Capital University
BA

The American College
ChFC

Helen Rancich Helen Rancich Greater Chicago Area Details
Helen Rancich's Lincoln Financial Advisors Experience June 1988 - Present
Job Financial Planner with Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   June 1988 - Present

Skills
Investment Advisory, Fixed Annuities, Financial Advisory, Mutual Funds, Financial Planners, Investments, Series 63, Securities, Personal Finance, 401k, Insurance, Uniform Combined State..., IRAs, Asset Managemant..., Wealth Accumulation, Wealth Management, Education Funding, Saving for Education, 401k Rollovers, 529 Plans, Asset Management

Education
DePaul University   1998 — 2000
Financial Planning and Services

University of Illinois at Urbana-Champaign   1979 — 1983
Bachelor of Science (BS), Business Administration, Management and Operations

Frank W. Blatchford, MBA, CRPC® Frank W. Blatchford, MBA, CRPC® Greater Chicago Area Details
Frank W. Blatchford, MBA, CRPC®'s Lincoln Financial Advisors Experience April 2001 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   April 2001 - Present
Real Estate  1991 - 2000
Chicago Board of Trade; Chicago Board Options Exchange   1981 - 1990
Chicago Tribune  1966 - 1980
8th Special Forces Group (Airborne), U.S. Army   1963 - 1965

Skills
Asset Allocation, Securities, Investments, Retirement Planning, Strategic Financial..., Retirement, Investment Advisory, Wealth Management, Fixed Annuities, Mutual Funds, Series 7

Education
The University of Chicago Booth School of Business   1978 — 1980
MBA

Cornell University   1959 — 1963
BA, Government, Economics

Ed Tsuzuki Ed Tsuzuki Greater New York City Area Details
Ed Tsuzuki's Lincoln Financial Advisors Experience 2009 - 2014
Job Head Swim Coach
Industry Health, Wellness and Fitness
Experience
Bernards High School  1987 - Present
Johnson & Johnson  August 2010 - December 2014
Lincoln Financial Advisors   2009 - 2014

Education
Cornell University   1976 — 1980

Rene Carr Rene Carr Quincy, Massachusetts Details
Rene Carr's Lincoln Financial Advisors Experience March 2005 - December 2006
Job Real Estate Agent at Success! Real Estate
Industry Real Estate
Experience
Success! Real Estate  June 2015 - Present
Classic Homes Real Estate   July 2014 - June 2015
Brokers' Service Marketing Group  July 2013 - January 2014
DMI Experience Results   December 2006 - July 2013
Lincoln Financial Advisors   March 2005 - December 2006
TD Banknorth Insurance Agency  August 2003 - January 2005
Seafarers International Union  January 2002 - April 2003
BankBoston  June 1986 - July 2001

Skills
Insurance, Investments, Training, Customer Service, Analysis, Marketing, Software Documentation, Underwriting, Access, Strategic Planning

Education
Eastern Nazarene College   1994 — 1996
Bachelor of Science in Business Administration, Business Administration and Management, General

Kyley Cope Kyley Cope Dallas/Fort Worth Area Details
Kyley Cope's Lincoln Financial Advisors Experience May 2006 - August 2008
Job Registered Nurse at Denton Regional Medical Center (subsidiary hospital of HCA)
Industry Hospital & Health Care
Experience
Denton Regional Medical Center (subsidiary hospital of HCA)   August 2012 - Present
PASAR   December 2008 - May 2010
Lincoln Financial Advisors   May 2006 - August 2008

Education
The University of Texas at Arlington   2012 — 2013
Bachelor's degree, Registered Nursing/Registered Nurse

Collin County Community College   2010 — 2012
Associates, Nursing

The University of Texas at Dallas   2005 — 2008
BS, Business Administration

Carissa LaTorre Carissa LaTorre Greater New York City Area Details
Carissa LaTorre's Lincoln Financial Advisors Experience May 2005 - August 2005
Job Associate Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's   April 2013 - Present
Standard & Poor's   October 2011 - April 2013
Standard & Poor's   October 2010 - October 2011
Standard & Poor's   April 2010 - October 2010
Standard & Poor's   April 2009 - April 2010
Standard & Poor's   February 2008 - April 2009
Standard & Poor's   September 2006 - February 2008
Lincoln Financial Advisors   May 2005 - August 2005

Skills
Data Analysis, Research, Bloomberg, Fixed Income, Valuation, Financial Modeling, Capital Markets, Structured Finance, Credit Analysis, Financial Forecasting, Forecasting, Credit Risk, Bonds, Competitive Analysis, Market Analysis, Analysis, Liquidity Risk, Enterprise Risk..., Financial Risk, Financial Risk..., Securitization, Process Improvement, Process Management, Business Process..., Business Process, Finance, Corporate Finance

Education
New York University - Leonard N. Stern School of Business   2008 — 2010
MBA, Finance, Accounting, Strategy

Colgate University   2002 — 2006
BA, Mathematical Economics

Smithtown High School   2000 — 2002

Holly P. Mackay Holly P. Mackay Washington D.C. Metro Area Details
Holly P. Mackay's Lincoln Financial Advisors Experience December 2012 - Present
Job CFP, CLU, ChFC
Industry Financial Services
Experience
Lincoln Financial Advisors   December 2012 - Present
Capital One Financial Advisors (formerly Chevy Chase Financial Services)   September 2009 - December 2012
Chevy Chase Financial Services  August 2008 - September 2009
Chevy Chase Financial Services  September 2005 - July 2008
Chevy Chase Financial Servies   January 2000 - August 2005
Chevy Chase Financial Services  May 1997 - December 1999
Chevy Chase Financial Servies   May 1996 - April 1997
Chevy Chase Financial Services  May 1993 - April 1996
Chevy Chase Financial Services  March 1992 - April 1993
Chevy Chase Bank, FSB  January 1990 - February 1992

Skills
Wealth Management, Certified Financial..., Series 7, Investments, Retirement Planning, Chartered Life..., Chartered Financial..., Licensed Life Insurance..., Wealth Management..., Investment Advisory, Strategic Financial..., Financial Advisory, Individual Life, Mutual Funds, Securities

Education
College for Financial Planning   2005 — 2006
Master of Science (M.S.), Financial Planning and Services

Hollins University   1985 — 1989
Bachelor of Arts (BA), Economics

Brian Kennedy ChFC®,CRPC ®, CMFC ® ,CLTC,LUTCF Brian Kennedy ChFC®,CRPC ®, CMFC ® ,CLTC,LUTCF Camp Hill, Pennsylvania Details
Brian Kennedy ChFC®,CRPC ®, CMFC ® ,CLTC,LUTCF's Lincoln Financial Advisors Experience July 2010 - Present
Job President of KennedyCatalano Advisors Key Financial Group LLC and Kennedy Advisors KFG LLC WWW.KENNEDYADVISORS.COM
Industry Financial Services
Experience
Kennedy-Catalano Advisors Key Financial Group LLC   July 2010 - Present
Lincoln Financial Advisors   July 2010 - Present
Kennedy Advisors Key Financial Group LLC   2002 - Present
Equity Services, Inc.   2002 - 2010
Prudential Financial  April 1993 - April 2002

Skills
Retirement Planning, Fixed Annuities, Estate Planning, Financial Advisory, Insurance, Life Insurance, Long-term Care, Investments, Financial Services, Securities, Finance, Retirement, Strategic Financial..., Wealth Management, Disability Insurance, 401k, Term Life Insurance, IRAs, Mutual Funds, Wealth, Investment Advisory, Long Term Care Insurance, Wealth Accumulation, 401k Rollovers, Employee Benefits, Roth IRA, Health Insurance, Asset Allocation, Asset Management, Variable Annuities, Wealth Management..., Portfolio Management, Pensions, Investment Strategies, Whole Life, Universal Life

Education
The College for Financial Planning   2010 — 2011
CRPC ®, Chartered Retirement Planning Counselor

The American College   1996 — 2011
ChFC ®, Chartered Financial Consultant-Financial Planning

The Corporation for Long Term Care,Inc.   2007 — 2007
CLTC, Long Term Care Insurance

College for Financial Planning   2002 — 2002
CMFC ®, Chartered Mutual Fund Counselor -Mutual Funds

The American College   1993 — 1995
LUTCF, Insurance, Estate Planning, Business Planning

HACC, Central Pennsylvania's Community College   1989 — 1991
Business

Cedar Cliff High School   1986 — 1989

Josh Schrand Josh Schrand Cincinnati Area Details
Josh Schrand's Lincoln Financial Advisors Experience June 1999 - October 2004
Job Director of Marketing at Presto Foods
Industry Marketing and Advertising
Experience
Presto Foods  November 2004 - Present
Lincoln Financial Advisors   June 1999 - October 2004

Skills
Team Building, Event Management, Social Media Marketing, New Business Development

Education
Cincinnati State Technical and Community College   2010 — 2011
Culinary Arts

Northern Kentucky University   1998 — 2002
Business Management

Victor J. Orlando Victor J. Orlando Greater Chicago Area Details
Victor J. Orlando's Lincoln Financial Advisors Experience 2003 - 2004
Job J.P. Morgan Asset Management / Service Associate / Certified Fund Specialist (CFS) Candidate
Industry Financial Services
Experience
J.P. Morgan   April 2011 - Present
J.P. Morgan   2008 - 2011
JPMorgan Chase  2007 - 2008
JPMorgan Chase  2004 - 2008
Lincoln Financial Advisors   2003 - 2004
Lincoln Financial Advisors   2002 - 2003
TD Ameritrade  2000 - 2001

Skills
Mutual Funds, Investments, Series 63, Asset Management, Equities, Financial Services, Banking, Credit, Series 7, Financial Planning, Asset Allocation, Employee Training, Personal Finance, Retirement Planning, Wealth Management..., Series 24

Education
DePaul University
BS, Finance

claudia wieber claudia wieber United States Details
claudia wieber's Lincoln Financial Advisors Experience
Job Marketing at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors  

Education
Cornell University
Bachelor's degree

University of Hartford
Master of Business Administration (MBA)

Andi Olson Goddard Andi Olson Goddard Greater Atlanta Area Details
Andi Olson Goddard's Lincoln Financial Advisors Experience 1997 - 1998
Job Leasing Consultant at Wilkinson Real Estate Advisors, Inc.
Industry Real Estate
Experience
Wilkinson Real Estate Advisors, Inc.   March 2010 - Present
Simpson Housing  March 2003 - 2010
Archstone Smith  2001 - 2003
Wilkinson Real Estate Advisors, Inc.   2000 - 2001
MAPICS  1998 - 2000
Lincoln Financial Advisors   1997 - 1998
McCann Erickson  1997 - 1997

Skills
Property Management, Resident Retention, Fair Housing, Rent Roll, Rentals, OneSite, Lease Administration, MRI Software, Yieldstar, LRO, Leasing Trainer, Leasing Mentor

Education
College of Charleston   1993 — 1997
Bachelor's Degree, Communication and Media Studies

Joseph Wheeler High School   1989 — 1993
High School

John E. Lee, CFP John E. Lee, CFP Houston, Texas Area Details
John E. Lee, CFP's Lincoln Financial Advisors Experience 2003 - 2004
Job Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  November 2011 - Present
TIAA-CREF  August 2005 - June 2009
Lincoln Financial Advisors   2003 - 2004
Edward Jones  1992 - 2002

Skills
Banking, Wealth Management, Equities, Financial Services, Investments, Financial Planning, Asset Management, Estate Planning, Cash Flow, Risk Management, Strategic Planning, Operational Planning, Operational Excellence, Strategic Sales, Marketing Strategy, Team Leadership, Portfolio Management, Portfolio Development, Client Relations

Education
Concord Law School - Kaplan University   2012 — 2015
Doctor of Law (JD)

Lamar University   1974 — 1978
BA, Business/ History

Dariush Bagheri Dariush Bagheri Washington D.C. Metro Area Details
Dariush Bagheri's Lincoln Financial Advisors Experience April 2014 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Lincoln Financial Advisors   April 2014 - Present
MetLife  April 2008 - April 2014

Skills
Insurance, Management, Investments, Risk Management, Leadership, Financial Analysis, Sales, Strategic Planning, Microsoft Excel, Finance, Fixed Annuities, Disability Insurance, Financial Services, Public Speaking, IRAs, 401K

Education
Cleveland Chiropractic College   2000 — 2004
Chiropractic

University of Maryland Baltimore County   1996 — 2000
Bachelor of Science (B.S.)

Nick Vento Nick Vento Cleveland, Ohio Details
Nick Vento's Lincoln Financial Advisors Experience March 2011 - June 2012
Job Juris Doctor
Industry Law Practice
Experience
Mansour Gavin LPA  May 2014 - May 2015
Cleveland-Marshall College of Law  September 2013 - August 2014
City of Cleveland  August 2013 - December 2013
University Hospitals of Cleveland  May 2013 - July 2013
Lincoln Financial Advisors   March 2011 - June 2012
The Ohio State University Medical Center  June 2010 - August 2011
Concord Music Group  June 2008 - September 2008

Education
Cleveland State University - Cleveland-Marshall College of Law   2012 — 2015
Doctor of Law (J.D.)

The Ohio State University - The Max M. Fisher College of Business   2008 — 2012
Bachelor of Sciences in Business Administration, Finance

Chagrin Falls High School   2004 — 2008

Jon Estrellado Jon Estrellado Hartford, Connecticut Area Details
Jon Estrellado's Lincoln Financial Advisors Experience 1999 - 2002
Job VicePresident, Distribution Finance at Futurity First Insurance Group
Industry Insurance
Experience
Futurity First Insurance Group  2008 - Present
MML Investors Services, Inc.   2005 - 2008
MML Investors Services, Inc.   2003 - 2005
MassMutual Financial Group  2002 - 2003
Lincoln Financial Advisors   1999 - 2002
MassMutual Financial Group  1990 - 1999

Skills
Series 7, Financial Planning, Securities, Mergers, Fixed Annuities, Mergers & Acquisitions, Long-term Care, Term Life Insurance, Finance, Financial Advisory, Life Insurance, Strategic Financial..., Business Development, Start-ups, Financial Analysis, Series 24

Education
Eastern Washington University   1987 — 1989
Bachelors, Finance & Economics

Eileen Ybanez Eileen Ybanez Jacksonville, Florida Details
Eileen Ybanez's Lincoln Financial Advisors Experience April 2008 - October 2013
Job Financial Advisor at Valic Financial Advisors
Industry Insurance
Experience
Valic Financial Advisors  August 2014 - Present
St. Joseph's Catholic Church   June 2013 - Present
Freelance  November 2012 - Present
Lincoln Financial Advisors   April 2008 - October 2013
EverBank  January 2006 - August 2007

Skills
Series 6, Financial Planners, Asset Management, Wealth, Long-term Care, Financial Services, Alternative Investments, FINRA, Equities, Financial Analysis, Long Term Care Insurance, Finance, 401k Rollovers, Term Life Insurance, Wealth Management..., Loans, Program Management, Risk Management, Microsoft Office, Mortgage Lending, Small Business, Process Improvement, Underwriting, Banking, Credit, Employee Benefits

Education
Lenoir-Rhyne University   1989 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General

Catawba Valley Community College   1987 — 1989
Associate of Arts and Sciences (AAS), Accounting

Rob Bradley Rob Bradley Greater Minneapolis-St. Paul Area Details
Rob Bradley's Lincoln Financial Advisors Experience August 2009 - August 2011
Job Lead Financial Analyst at Target
Industry Retail
Experience
Target  August 2013 - Present
U.S. Bank   June 2012 - August 2012
Lincoln Financial Advisors   August 2009 - August 2011

Skills
Valuation, Financial Modeling, Strategic Financial..., Financial Analysis, Asset Allocation, Finance, Uniform Combined State..., Series 7, Data Analysis, Portfolio Management, Mergers & Acquisitions, Strategy, Analysis, Strategic Planning, Investments, Microsoft Excel

Education
University of Minnesota - Carlson School of Management   2011 — 2013
MBA, Finance, General

Carleton College   2005 — 2009
Bachelor of Arts, Economics

Lincoln High School   2001 — 2005

Takuma Goto Takuma Goto Greater New York City Area Details
Takuma Goto's Lincoln Financial Advisors Experience August 2010 - December 2010
Job Audit Senior Assistant at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte  September 2013 - Present
Merrill Lynch  June 2012 - August 2012
Delaware Valley Financial Group  January 2011 - June 2011
Lincoln Financial Advisors   August 2010 - December 2010

Skills
Excel, PowerPoint, Word, Bloomberg Terminal, Factset, Capital IQ, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, Investments

Education
Temple University   2009 — 2013
Bachelor of Business Administration (BBA), Finance, Accounting

Duquesne University   2008 — 2009
Bachelor of Business Administration (BBA), International Business

Robert Ratz Robert Ratz Greater Chicago Area Details
Robert Ratz's Lincoln Financial Advisors Experience January 1998 - February 1999
Job Family manager
Industry Executive Office
Experience
RATZ Inc.   August 2011 - Present
MB Financial Investments   July 2004 - July 2011
5/3 Securities   2001 - 2004
JPMorgan Chase  2000 - 2001
American Express  March 1999 - June 2000
Lincoln Financial Advisors   January 1998 - February 1999

Skills
Finance, Management, Financial Analysis, Risk Management, Investments, Retirement Planning, Portfolio Management, Banking, Customer Service

Education
DePaul University   1994 — 1997
B.S. Management, Entrepreneurship/Entrepreneurial Studies

Lugo Martha Lugo Martha Hayward, California Details
Lugo Martha's Lincoln Financial Advisors Experience
Job Financial Planning Customer Service Representative at Lincoln Financial Advisors
Industry Nonprofit Organization Management
Experience
Lincoln Financial Advisors  

Skills
Financial Services, Senior Loan Processing, Consumer Housing and..., Calyx Point, Loan..., MS Outlook, Excel, WordPerfect, Microsoft Word, Customer Service..., Loan Operations, Bilingual Communications, Data management systems, loan records management, Certificates Of...

Education
Mission Language & Vocational School Inc.   1976 — 1977

East San Gabriel Valley Regional Occupational Program

Liza Gustav Liza Gustav San Francisco Bay Area Details
Liza Gustav's Lincoln Financial Advisors Experience August 2007 - January 2008
Job Rehabilitation Aide at John Muir Health
Industry Wine and Spirits
Experience
John Muir Health  September 2012 - Present
Steven Kent   June 2011 - Present
SRVUSD  April 2011 - May 2012
Wente Vineyards  April 2007 - June 2011
Diablo Physical Therapy and Sports Medicine  December 2008 - May 2009
Lincoln Financial Advisors   August 2007 - January 2008
Starbucks  May 2006 - November 2006

Skills
Training, Customer Service, Outlook, Sales, Microsoft Word, Microsoft Excel, Process Scheduler, Wine, Teaching, Event Planning, Microsoft Office, PowerPoint, Public Speaking, Research, Social Media, Social Networking, Event Management, Editing, Team Building, Social Media Marketing

Education
San Diego State University   2004 — 2006
B.A, English

San Diego State University-California State University   2004 — 2006
B.A., English

Diablo Valley College

Frank DeLurgio Frank DeLurgio Greater Chicago Area Details
Frank DeLurgio's Lincoln Financial Advisors Experience August 1977 - October 2003
Job CFP at Vetta Financial, LLC
Industry Financial Services
Experience
Vetta Financial, LLC   September 2012 - Present
Stonebridge Financial Group   October 2003 - August 2012
Lincoln Financial Advisors   August 1977 - October 2003

Skills
Investments, Financial Planning, Mutual Funds, Insurance products, Strategic Planning, Retirement Planning, IRAs, Estate Planning, Financial Services, FINRA

Education
College for Financial Planning   1984 — 1986
Certified Financial Planning

McBride High School
Bachelor of Science (B.S.), Education

Southern Illinois University, Edwardsville
Bachelor of Science (BS), Education

Chris Poirier Chris Poirier Hartford, Connecticut Area Details
Chris Poirier's Lincoln Financial Advisors Experience February 2011 - Present
Job LFA Life New Business Processor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   February 2011 - Present
MetLife  2005 - 2011
Hartford Financial Services Group  1999 - 2005

Skills
Insurance, Life Insurance, Fixed Annuities, Retirement, 401k, Underwriting, Term Life Insurance, Financial Services, Variable Annuities, Employee Benefits

Education
Eastern Connecticut State University   1993 — 1997
BA, English

Eastern Connecticut State University   1993 — 1997
BA, Engligh

E Lawrence Smith, CRPC ®, CRPS ® E Lawrence Smith, CRPC ®, CRPS ® Dallas/Fort Worth Area Details
E Lawrence Smith, CRPC ®, CRPS ®'s Lincoln Financial Advisors Experience September 2014 - Present
Job Registered Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   September 2014 - Present
Strategic Wealth Partners  September 2014 - Present
Lincoln Financial Group  November 2011 - September 2014
JPMorgan Chase  June 2008 - November 2011

Skills
Retirement Income..., Retirement, Team Leadership, Series 63, Business Analysis, Operations Management, Customer Retention, Coaching, Sales Operations, Training, Marketing, Sales, Insurance, Retirement Planning, Series 6, Customer Service, Public Speaking, Business Strategy, Series 7, Public Relations, Uniform Combined State..., Fixed Annuities, Leadership, Financial Advisory

Education
College for Financial Planning   2013 — 2014

Paul Quinn College
Bachelors of Science, Business Administration

Sharon Riegel Sharon Riegel Washington D.C. Metro Area Details
Sharon Riegel's Lincoln Financial Advisors Experience Executive AssistantMylestone Plans, LLCMay 2010 - Present
Job Executive Assistant to Bruce Myles & Amir Eyal at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   Executive AssistantMylestone Plans, LLCMay 2010 - Present
German Foreign Service   April 2007 - July 2009

Education
Napier University   1992 — 1993
mba

Ryan Leong Ryan Leong Long Beach, California Details
Ryan Leong's Lincoln Financial Advisors Experience April 2012 - October 2012
Job Student at California State UniversityLong Beach
Industry Financial Services
Experience
Lincoln Financial Advisors   April 2012 - October 2012
College Works Painting  December 2010 - September 2011
Pilot Works   June 2007 - August 2010

Education
California State University-Long Beach   2012 — 2013
Master of Business Administration (MBA)

California State University-Long Beach   2008 — 2012
Bachelor's Degree, Business Finance

Jeff Brewer, CFP®, ChFC® Jeff Brewer, CFP®, ChFC® Charlotte, North Carolina Details
Jeff Brewer, CFP®, ChFC®'s Lincoln Financial Advisors Experience April 2010 - November 2012
Job Director, Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  October 2014 - Present
Diversified  February 2013 - October 2014
Lincoln Financial Advisors   April 2010 - November 2012
Lincoln Financial Advisors   August 2003 - April 2010

Skills
Series 63, Series 6, Fixed Annuities, Mutual Funds, Investments, Insurance, Certified Financial..., ChFC®, CFP®, CRPC®, CMFC®, Retirement Planning, Variable Annuities, 401k, 403 b, series 26

Education
Clemson University
Bachelor's of Science (B.S.), Business Administration and Management, General

Thomas Joseph Mayo, CFP® Thomas Joseph Mayo, CFP® Virginia Beach, Virginia Details
Thomas Joseph Mayo, CFP®'s Lincoln Financial Advisors Experience September 1981 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   September 1981 - Present
Financial Counselors of Virginia, Inc.   May 1985 - January 1999
U. S. Navy   January 1971 - September 1995

Education
College for Financial Planning   1984 — 1985
CERTIFIED FINANCIAL PLANNER ™

King’s College   1966 — 1970
Bachelor of Science, Mathematics

Previous Next

Select page

1 2 3 4 5 6 7