Lincoln Financial Advisors

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Lincoln Financial Advisors Employees

Employee
Years
Job
Industry
Charles C. Dierks II, CRPC® Charles C. Dierks II, CRPC® Overland Park, Kansas Details
Charles C. Dierks II, CRPC®'s Lincoln Financial Advisors Experience August 1998 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   August 1998 - Present

Skills
Strategic Financial..., Estate Planning, Business Succession..., Agribusiness Succession..., Retirement Plan...

Education
Kansas State University   1973 — 1977
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Johnson Laney Johnson Laney Atlanta, Georgia Details
Johnson Laney's Lincoln Financial Advisors Experience June 2012 - August 2012
Job Paralegal
Industry Legal Services
Experience
Hamilton, Westby, Antonowich, and Anderson   March 2015 - Present
Lincoln Financial Advisors   June 2012 - August 2012
Woodruff P.E. Center, Emory University   August 2010 - May 2012
Emory University  May 2011 - August 2011
Blakeford at Green Hills  May 2007 - August 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management

Education
Emory University   2009 — 2013
Bachelor of Arts, Philosophy

Jason Port Jason Port New York, New York Details
Jason Port's Lincoln Financial Advisors Experience May 2011 - August 2011
Job Wealth Management Associate at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers  March 2015 - Present
Lord Abbett  July 2013 - February 2015
Glenmede  December 2012 - January 2013
Glenmede  June 2012 - August 2012
Lincoln Financial Advisors   May 2011 - August 2011

Skills
Investments, Finance, Equities, Fixed Income, Financial Analysis, Data Analysis, Financial Planning

Education
Franklin & Marshall College   2009 — 2013

Cameron Millstone Cameron Millstone Greater Denver Area Details
Cameron Millstone's Lincoln Financial Advisors Experience January 2015 - Present
Job Financial Advisor at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  May 2015 - Present
Lincoln Financial Advisors   January 2015 - Present
Lincoln Financial Advisors   July 2014 - Present
Prozess Technologie   May 2013 - August 2013
Lenders One  May 2011 - August 2011

Skills
Product Marketing, Microsoft Excel, Product Management, PowerPoint, Marketing

Education
Hendrix College   2010 — 2014
Bachelor of Arts (B.A.), Politics/Psychology

University of Oxford   2012 — 2012
Study Abroad, Politics/Psychology

Robert Rollauer Robert Rollauer Atlanta, Georgia Details
Robert Rollauer's Lincoln Financial Advisors Experience 1979 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   1979 - Present

Skills
Estate Planning, Retirement Planning, Investments, Risk Management, Business Succession..., Employee Benefits, Education Funding

Education
Fairfield University
Master of Arts (M.A.)

Fairfield University
Bachelor of Arts (B.A.)

James R. Esaw, Jr., MBA James R. Esaw, Jr., MBA Leesburg, Virginia Details
James R. Esaw, Jr., MBA's Lincoln Financial Advisors Experience May 2012 - December 2013
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC  December 2013 - Present
Lincoln Financial Advisors   May 2012 - December 2013
M&T Bank  January 2011 - May 2012
Prudential Financial  July 2009 - January 2011
Anheuser-Busch Inc  January 2000 - February 2009
Anheuser-Busch Inc  January 1995 - January 2000
Anheuser-Busch Inc  January 1994 - January 1995
Anheuser-Busch Inc  January 1989 - January 1994
Anheuser-Busch Inc  January 1985 - January 1989

Skills
Part Time Professor, Marketing, Sales Operations, Sales, Account Management, Business Development, Sales Management, Management, Leadership, New Business Development, Budgets, Insurance, Investments, Marketing Strategy, Negotiation, Team Building, Direct Sales, Customer Service, Coaching, Program Management, Employee Benefits, Training, Business Planning, Finance

Education
Nova Southeastern University   1993 — 1996
Master of Business Administration (MBA)

Howard University
Bachelor of Business Administration (B.B.A.), Management

The George Washington University

Chad Burch Chad Burch Fort Wayne, Indiana Area Details
Chad Burch's Lincoln Financial Advisors Experience August 1988 - February 1995
Job Advisor at Phillips Financial
Industry Financial Services
Experience
Phillips Financial   February 1995 - Present
Phillips Benefits Adviosrs, LLC   February 1995 - Present
Lincoln Financial Advisors   August 1988 - February 1995
NCR Corporation  June 1984 - July 1988
Huntington National Bank  June 1983 - June 1984

Skills
Investments, Fixed Annuities, Mutual Funds, Strategic Financial..., Wealth Management, Financial Analysis, Defined Benefit, Asset Allocation, Pensions, Insurance, Financial Advisory, Investment Strategies, 401k, Disability Insurance, Leadership, Health Insurance, Investment Advisory, Retirement Planning, Finance

Education
Indiana University Bloomington   1979 — 1983
Bachelor of Science, Finance

Danielle Vazquez Danielle Vazquez Greater New York City Area Details
Danielle Vazquez's Lincoln Financial Advisors Experience May 2012 - October 2014
Job Administrative Assistant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  October 2014 - Present
Lincoln Financial Advisors   May 2012 - October 2014
Lincoln Financial Group  January 2012 - May 2012

Skills
Microsoft Office, Excel, Word, PowerPoint, Outlook, Microsoft Excel, Mutual Funds, Analysis, Time Management, Microsoft Word, Portfolio Management

Education
Iona College   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Graduate

Bonnie Luternow Bonnie Luternow Clarkston, Michigan Details
Bonnie Luternow's Lincoln Financial Advisors Experience 2002 - 2010
Job Financial advisor and my clients' personal CFO
Industry Financial Services
Experience
Independence Financial Advisors   January 2006 - Present
Sigma Financial Corporation  2010 - Present
Lincoln Financial Advisors   2002 - 2010
Automotive Suppliers   1997 - 2002
Cummins  1990 - 1996
Consolidated Diesel Company  1990 - 1993
General Motors  1978 - 1990

Skills
Financial Analysis, Strategic Financial..., Investments, Portfolio Management, Finance, Budgets, Strategic Planning, Financial Advisory, Project Management, Due Diligence, Business Analysis, Customer Service

Education
Harvard Business School   1976 — 1978
Master of Business Administration (MBA), Business

Harvard University
AB, Political Science and Government

Kathryn Hollander Kathryn Hollander Baltimore, Maryland Area Details
Kathryn Hollander's Lincoln Financial Advisors Experience April 2015 - Present
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors   April 2015 - Present
Lincoln Financial Advisors   September 2007 - November 2014
Lincoln Financial Advisors   May 2004 - April 2013
U.S. Department of Commerce   October 1998 - September 2003
Institute of International Education  June 1995 - September 1998

Skills
Investments, Financial Advisory, Wealth Management, Financial Services, Series 7, Securities, Retirement Planning, Estate Planning, Investment Advisory, Insurance, Public Speaking, Training, Employee Training, Special Education, Autism Spectrum..., Presentations, Presentation Skills, Report Writing, Writing, Team Building, Team Leadership, Teamwork

Education
Georgetown University   1993 — 1995
MSFS, International Trade

University of Massachusetts, Amherst   1988 — 1992
B.A., Chinese Language and Literature

Baltimore School for the Arts   1984 — 1988
High School Diploma, Visual Arts

Jay Dover Jay Dover Atlanta, Georgia Details
Jay Dover's Lincoln Financial Advisors Experience July 2008 - Present
Job Investment Advisor Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   July 2008 - Present
Lincoln Financial Advisors   July 2008 - Present

Skills
Retirement Planning, Investment Advisory..., Life Insurance, Long-term Care, Estate Planning, Retirement Savings

Education
Georgia Southern University   2003 — 2007
Bachelors of Business Administration, Finance, General

Ryan P. Drake, CFP®, ChFC®, CRPC® Ryan P. Drake, CFP®, ChFC®, CRPC® Richmond, Virginia Details
Ryan P. Drake, CFP®, ChFC®, CRPC®'s Lincoln Financial Advisors Experience June 2001 - Present
Job President at Commonwealth Retirement Advisors
Industry Financial Services
Experience
Commonwealth Retirement Advisors   June 2001 - Present
Lincoln Financial Advisors   June 2001 - Present

Skills
Certified Financial..., Holistic Financial..., Personal Financial..., Strategic Financial..., Retirement Planning, Wealth Management, Investments, Dividends, Alternative Investments, Alternative Investment..., Fixed Income Portfolio..., Long Term Care Insurance, Strategic Planning, Financial Analysis, Business Analysis, Budgets, Investment Advisory, Investment Strategies, Life Insurance, Disability Insurance, Trust Management, Retirement Plan..., Retirement Savings, Qualified Retirement..., Fixed Income Analysis, Fixed Income Strategies, Equity Research

Education
James Madison University - College of Business   1998 — 2002
Bachelor of Business Administration (BBA), Finance, General

Jason Hester Jason Hester Warner Robins, Georgia Details
Jason Hester's Lincoln Financial Advisors Experience September 2008 - April 2009
Job Wealth Manager at Griggers Wealth Management / LPL Financial
Industry Financial Services
Experience
Griggers Wealth Management   July 2015 - Present
Scottrade  August 2013 - July 2015
Scottrade  June 2009 - August 2013
Lincoln Financial Advisors   September 2008 - April 2009
Etrade Financial  May 2007 - May 2008
Reliance Trust   September 2006 - May 2007
Edward Jones  June 2004 - September 2006

Skills
Investments, Mutual Funds, Securities, Series 7, Finance, Series 63, Equities, Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Financial Planning, FINRA, Uniform Combined State...

Education
Georgia State University - J. Mack Robinson College of Business   2001 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General

South Georgia College   1999 — 2001
Associate's, Business Administration

Jenny Kurz Jenny Kurz Greater New York City Area Details
Jenny Kurz's Lincoln Financial Advisors Experience May 2012 - August 2013
Job Associate Product Manager Foreign Currency Deposits at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2013 - Present
Morgan Stanley  August 2013 - September 2013
Lincoln Financial Advisors   May 2012 - August 2013
Iona College  May 2012 - May 2013
Lincoln Financial Advisors   January 2012 - May 2012

Skills
Microsoft Office, Life Insurance, Databases, Database Administration, Administrative..., Sports, Long Distance Running, Exceptional Listener, Teamwork, Patience, Determination to Succeed, Organization, Enthusiasm to learn, Energetic team player, German, Stress Management, Multitasking Skills, Open Minded, Time Management, Communication Skills, Letter Writing, Meeting Planning, Staff Supervision, Employee Benefits

Education
Iona College   2012 — 2013
Master of Business Administration (MBA), Finance, 4.0

Iona College   2010 — 2012
BBA, International Business and Finance, 4.0

Westchester   2008 — 2010
Associate of Arts and Sciences (AAS), International Business, 3.98

Michael Amodio, CPA Michael Amodio, CPA Boston, Massachusetts Details
Michael Amodio, CPA's Lincoln Financial Advisors Experience September 2010 - December 2010
Job Senior Associate Assurance at PwC
Industry Accounting
Experience
PwC  September 2012 - Present
Emory University  August 2010 - May 2012
Emory University  2010 - 2012
PwC  June 2011 - August 2011
Emory University  2010 - 2011
Lincoln Financial Advisors   September 2010 - December 2010
State Farm Insurance  June 2008 - August 2010

Skills
Financial Modeling, Financial Accounting, Accounting, Financial Analysis, Financial Reporting, Auditing, Valuation, Due Diligence, Corporate Finance, Finance, Internal Controls, Management, Analysis, Microsoft Excel, Microsoft Word, US GAAP, Strategy, Data Analysis, Forecasting, GAAP, SEC filings, Economics, Microsoft Office, Leadership, Investments, Strategic Planning, Budgets, Management Consulting, PowerPoint

Education
Emory University - Goizueta Business School   2008 — 2012
Bachelor of Business Administration (BBA), Accounting - Full CPA Track / Finance

Archbishop McCarthy High School   2004 — 2008
Salutatorian

Richard Osman CFP®,CLU®, ChFC®,CASL® Richard Osman CFP®,CLU®, ChFC®,CASL® Severna Park, Maryland Details
Richard Osman CFP®,CLU®, ChFC®,CASL®'s Lincoln Financial Advisors Experience 2009 - Present
Job I help individuals/small business owners by providing unique solutions to help build, preserve and protect your wealth.
Industry Financial Services
Experience
Lincoln Financial Advisors   2009 - Present
Ameriprise Financial Services, Inc.   December 1993 - June 2009

Skills
Retirement, Investments, Finance, Small Business, Wealth, Financial Services, Tax, Wealth Management, Series 7, Portfolio Management, Retirement Planning, Strategic Financial..., Financial Planning, Income Protection, Education Funding, Charitable Gift Planning, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Business Owner Planning, Group Benefit Plans, 401k

Education
Florida State University
Engineering

University of Maryland College Park
Business, Finance

Lorie Scheibel, MBA Lorie Scheibel, MBA Annapolis, Maryland Details
Lorie Scheibel, MBA's Lincoln Financial Advisors Experience December 2014 - Present
Job Providing Clarity and Confidence in Your Financial Future
Industry Financial Services
Experience
Lincoln Financial Advisors   December 2014 - Present
Revere Bank  2008 - Present
AXA Advisors  October 2011 - December 2014
LONG AND FOSTER REAL ESTATE, INC.   1989 - December 2012
The Center for Sustainable Social Impact   2010 - November 2011
US Department of Homeland Security  October 2009 - November 2011
(AACS) Annapolis Area Christian School, Annapolis, MD   December 2004 - July 2008
U.S. Department of Labor, Bureau of Labor Statistics   1982 - 1989

Education
University of Pennsylvania - The Wharton School
Certificate: Retirement Planning Specialist

Georgetown University
Executive and Nonprofit Leadership (Certificate), Strategy and Leadership Development

Loyola College in Maryland   2002 — 2005
Executive MBA, Business, Economics, Finance, Management

University of Maryland College Park
B.S., Consumer Economics, suma cum laude, Economics, Finance, Consumer Behavior

Parkdale

Stephanie Spencer Stephanie Spencer Greater Chicago Area Details
Stephanie Spencer's Lincoln Financial Advisors Experience July 2001 - May 2002
Job Mortgage Third Party Manager at PNC Mortgage
Industry Banking
Experience
PNC Mortgage  April 2013 - Present
PNC Mortgage  May 2011 - March 2013
PNC Mortgage  March 2010 - May 2011
WaMu  January 2005 - January 2009
Washington Mutual  August 2003 - December 2004
MetLife  June 2002 - March 2003
Lincoln Financial Advisors   July 2001 - May 2002

Skills
Leadership, Loans, Financial Risk, Mortgage Lending, Credit, Software Documentation, Training, Procedure Development, Due Diligence, Management, Customer Satisfaction, Underwriting, Loss Mitigation, Call Centers, Loan Origination

Education
Illinois State University   1999 — 2001
B.S, Finance

Jenny Brown Hertel Jenny Brown Hertel Bloomington, Indiana Details
Jenny Brown Hertel's Lincoln Financial Advisors Experience September 1999 - September 2000
Job Program Manager at Indiana University Center of Excellence for Women in Technology (CEWiT)
Industry Research
Experience
Indiana University Center of Excellence for Women in Technology (CEWiT)   October 2013 - Present
Indiana University's Process eXperience Architecture Group   July 2008 - September 2013
Indiana University Bloomington  May 2005 - July 2008
IBM Global Services  February 2004 - May 2005
Zurich Financial Services  September 2000 - February 2004
Lincoln Financial Advisors   September 1999 - September 2000
Prevent Child Abuse Indiana  June 1997 - August 1999
Prevent Child Abuse Indiana  August 1995 - June 1997

Skills
Project Management, Event Planning, Program Management, Program Development, User Experience, Social Media, Usability, Information Architecture, Gender Studies, Web Development, Web Design, Budget Monitoring, Organizational..., Team Management, Supervising

Education
Indiana University Bloomington   2007 — 2009
M.S., Human Computer Interaction Design

Franklin College   1990 — 1994
B.A., Journalism / Public Relations

Jeffersonville High School   1986 — 1990
High School Diploma

Collin Marcus Collin Marcus Orange County, California Area Details
Collin Marcus's Lincoln Financial Advisors Experience March 1999 - January 2001
Job Wealth Management Consultant for Saybrus Partners
Industry Financial Services
Experience
Saybrus Partners  June 2012 - Present
The Hartford  January 2002 - June 2012
The Hartford  August 2007 - December 2010
Zurich Life  April 2001 - December 2001
Lincoln Financial Advisors   March 1999 - January 2001

Skills
Public Speaking, Insurance, Time Management, Financial Planning, Investments, Wholesaling, Salesforce.com, Estate Planning, Fixed Annuities, Life Insurance, 401k, Retirement Planning, Financial Advisory, Strategic Financial..., Wealth, Wholesale, Sales, Retirement, Financial Services, Business Planning, Wealth Management, Series 63, Series 6, Mutual Funds, Finance, Long-term Care, Disability Insurance, Series 7, Term Life Insurance, FINRA, Relationship Management, Employee Benefits, Financial Planners, IRAs

Education
Illinois State University   1994 — 1998
Bachelor of Science, Industrial Psychology

Illinois State University   1994 — 1998
Certificate, Human Resource Management

Schaumburg High School   1990 — 1994

Kim Bannon-Van Leeuwen Kim Bannon-Van Leeuwen Princeton, New Jersey Details
Kim Bannon-Van Leeuwen's Lincoln Financial Advisors Experience May 1982 - July 2010
Job Certified Spinning Instructor
Industry Health, Wellness and Fitness
Experience
Surfside Fitness   May 2012 - Present
Forrestal Village Fitness   September 2011 - Present
Iron Core Boot Camp   September 2014 - April 2015
Lincoln Financial Advisors   May 1982 - July 2010

Skills
Registered Paraplanner..., Certified Spinning..., Leadership, Coaching, Customer Service, Team Building, Event Planning, Leadership Development, Fundraising, Social Media

Education
Fairleigh Dickinson University
Bachelor of Arts (BA), Business Administration and Management, General

Robert A. Pope Jr. Robert A. Pope Jr. Greater Philadelphia Area Details
Robert A. Pope Jr.'s Lincoln Financial Advisors Experience November 2011 - Present
Job Compliance Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   November 2011 - Present
Securities America, Inc. Member FINRA/SIPC   October 2009 - November 2011
Nationwide Securities, LLC  May 2005 - October 2009
SEI Investments  January 2004 - May 2005

Skills
Mutual Funds, Risk Management, Series 7, Insurance, Series 24, Series 63, Securities, Retirement Planning, Series 6, Auditing, Investment Advisory, Asset Managment, FINRA Arbitrator, Variable Annuities

Education
Towson University   1992 — 1994
Bachelor of Science, Business Administration

Frederick Community College   1990 — 1992
Associate's degree, Business Administration and Management, General

Nina Weaver Nina Weaver Greater Atlanta Area Details
Nina Weaver's Lincoln Financial Advisors Experience 1991 - 2004
Job Associate
Industry Financial Services
Experience
Peachtree Planning Corporation  June 2004 - Present
Lincoln Financial Advisors   1991 - 2004

Education
Georgia Perimeter College   1973 — 1976

North Springs High School   1969 — 1973

Levi Edgecombe, CLU, ChFC, CFP® Levi Edgecombe, CLU, ChFC, CFP® Puyallup, Washington Details
Levi Edgecombe, CLU, ChFC, CFP®'s Lincoln Financial Advisors Experience January 2001 - May 2002
Job Owner/Senior Managing Member
Industry Financial Services
Experience
USA Financial Securities   February 2010 - Present
Edgecombe & Coplin Wealth Strategies, LLC   January 2001 - Present
USA Financial  2010 - 2014
Commonwealth Financial Network  May 2002 - February 2010
Lincoln Financial Advisors   January 2001 - May 2002
Massachusetts Mutual  September 1988 - December 2000
Northwestern Mutual  September 1976 - August 1988

Education
Golden Gate University   1981 — 1984
Completed 6 Courses, Masters of Taxation

The American College   1975 — 1981
CLU, ChFC, CFP, Financial Services

Wheaton College   1965 — 1969
B.A., Literature

Steve McCullough Steve McCullough Greater Atlanta Area Details
Steve McCullough's Lincoln Financial Advisors Experience April 2012 - March 2015
Job Business Operations Manager / Registered Principal at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   April 2012 - March 2015
Lincoln Financial Group  April 2011 - July 2011
Advisor Group  September 2003 - May 2009
Advisor Group  June 1999 - October 2002
Resources Trust Company  1994 - 1998

Skills
Series 7, Series 24, Series 63

Education
Iowa State University
BA, Journalism/Mass Communication

Sarah Graham, CRPC, CMFC® Sarah Graham, CRPC, CMFC® Washington D.C. Metro Area Details
Sarah Graham, CRPC, CMFC®'s Lincoln Financial Advisors Experience June 2013 - Present
Job Retirement Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   June 2013 - Present
National Council of Teachers of Mathematics  June 2008 - June 2013
Fairfax County Public Schools  August 2005 - June 2008

Education
Penn State University   1999 — 2003
Bachelor of Science (BS), Actuarial Mathematics

George Mason University   2007 — 2009
Master of Education (M.Ed.), Curriculum and Instruction- Secondary Mathematics

Derek Mauger Derek Mauger Fort Wayne, Indiana Area Details
Derek Mauger's Lincoln Financial Advisors Experience March 2010 - June 2010
Job Eschewer of Labels
Industry Marketing and Advertising
Experience
Aptera Software  January 2014 - June 2014
Aptera Software  January 2011 - January 2014
Lincoln Financial Group  June 2010 - January 2011
Lincoln Financial Advisors   March 2010 - June 2010
TI Automotive  May 2007 - August 2007

Skills
Microsoft Office, Social Media Marketing, Social Networking, SEO, WordPress, Social Media Strategist, Social Media Advertising, Inbound Marketing, Social Media, HubSpot, Marketing, Google Adwords, Facebook Fan Page..., SharePoint, Microsoft Excel, PowerPoint, Adobe Creative Suite, Access, Photoshop, Outlook, Sitefinity, Branding & Identity, Google Analytics, Facebook Marketing, Email Marketing

Education
Indiana University - Kelley School of Business   2005 — 2009
Bachelor of Science, Business; Marketing

Robert Hollman Robert Hollman Mission, Kansas Details
Robert Hollman's Lincoln Financial Advisors Experience February 1997 - November 2003
Job Business Architect
Industry Financial Services
Experience
Waddell & Reed  January 2013 - Present
DST Systems  July 2010 - September 2012
Broadridge Financial Solutions  July 2008 - July 2010
Investigo Corporation   November 2003 - July 2008
Lincoln Financial Advisors   February 1997 - November 2003

Skills
ChFC, CLU, Financial Services, Business Analysis, Process Improvement, Mutual Funds, Project Management, Entrepreneurship..., Start-up Ventures, Strategic Financial..., Asset Managment, Series 24, Insurance, SDLC, Securities, 401k, Series 7, Series 63, Series 65, Scrum Product Owner, Private Pilot

Education
Indiana Wesleyan University
MBA, Business Administration, Management and Operations, Highest Distinction - Class Leadership Award

Indiana University-Purdue University at Fort Wayne
Bachelor of Science, Finance, Highest Distinction

Don Coplin, CFP®, ChFC, CLU Don Coplin, CFP®, ChFC, CLU Puyallup, Washington Details
Don Coplin, CFP®, ChFC, CLU's Lincoln Financial Advisors Experience November 1996 - December 2000
Job Owner/Senior Managing Member
Industry Financial Services
Experience
Edgecombe & Coplin Wealth Strategies, LLC   January 2001 - Present
NAIFA South Puget Sound   2008 - 2012
Lincoln Financial Advisors   November 1996 - December 2000
AIG  November 1992 - November 1996
MONY Financial Group   June 1987 - November 1992
John Hancock Life Insurance Company (U.S.A.)   April 1984 - June 1987
John Hancock Life Insurance Company (U.S.A.)   February 1982 - April 1984

Skills
Music, Tile Work, Being a Dad

Education
Kaplan University   2004 — 2005
Certified Financial Planner, Financial Services

The American College   1991 — 1994
Chartered Financial Consultant, Financial Services

The American College   1991 — 1994
Chartered Life Underwriter, Financial Services

University of Puget Sound

Drew Hibner, CFA Drew Hibner, CFA Cincinnati, Ohio Details
Drew Hibner, CFA's Lincoln Financial Advisors Experience April 2003 - March 2004
Job
Industry Investment Management
Experience
Fifth Third Bank  December 2013 - Present
Fifth Third Bank  November 2012 - December 2013
Oxford Financial Partners   May 2011 - November 2012
Fifth Third Bank  February 2011 - May 2011
Fifth Third Bank  November 2008 - April 2011
Fifth Third Bancorp  February 2007 - November 2008
Family Wealth Advisory Group   December 2004 - October 2006
Lincoln Financial Advisors   April 2003 - March 2004
Ft. Washington Investment Adv   December 1999 - April 2003
Charlse Schwab & Co   February 1995 - April 1998

Skills
Finance, Risk Management, Asset Managment, Financial Analysis, Securities, Credit Analysis, Investments, Credit, Financial Risk, Financial Modeling, Portfolio Management, Strategic Financial..., Banking, Financial Services, Wealth Management, Mutual Funds, Credit Risk, Treasury Management, Equities, Asset Management, Financial Planning

Education
University of Cincinnati College of Business   1999 — 1999
MBA, Finance & International Business

Indiana University Bloomington   1989 — 1993
BA, Economics

Anh Brock, CPA Anh Brock, CPA Austin, Texas Details
Anh Brock, CPA's Lincoln Financial Advisors Experience April 2005 - January 2008
Job CSB Expense Controller at Cigna Supplemental Benefits
Industry Insurance
Experience
Cigna Supplemental Benefits  November 2014 - Present
Cigna Supplemental Benefits  August 2011 - November 2014
Lincoln Financial Group  January 2008 - February 2011
Lincoln Financial Advisors   April 2005 - January 2008
Aon  December 2000 - April 2005

Skills
PeopleSoft, Business Object, Financial Reporting, Accounting, Hyperion Enterprise, Strategic Financial..., Financial Analysis, Financial Modeling, Financial Accounting, Variance Analysis, Forecasting, Sarbanes-Oxley Act, Insurance, Budget, Microsoft Excel, Securities, Investments, Software Documentation, Employee Benefits, Access

Education
Indiana University—Purdue University Fort Wayne   1993 — 1999
BS, Accounting

Al Finnell Al Finnell Charlotte, North Carolina Area Details
Al Finnell's Lincoln Financial Advisors Experience March 2001 - January 2003
Job Carrier Relations Manager at PAETEC
Industry Telecommunications
Experience
PAETEC  November 2004 - Present
Cutting Edge Painting, Inc.   February 2003 - October 2004
Lincoln Financial Advisors   March 2001 - January 2003
Urban Media Communications   August 1999 - February 2001
Teleport Communications Group  May 1994 - August 1999

Skills
Extensive experience..., Strong technical..., Proven ability to..., VoIP, Telecommunications, Management, Switches, Account Management, Cross-functional Team..., Negotiation, Data Center, Business Strategy, Integration, MPLS, Co-location, Vendor Management, Ethernet, Marketing, Sales Operations, Managed Services, Wireless, Product Management, Strategic Partnerships, Customer Satisfaction, Telephony, Mobile Devices, Solution Selling, Call Centers, IP, Direct Sales, Cloud Computing, Optical Fiber, Unified Communications, SIP

Education
Golden Gate University   1996 — 1998
MBA, Business

University of Phoenix - Walnut Creek   1992 — 1994
BSBA/BAM, Business and Management

Thomas Kaehr Thomas Kaehr Indianapolis, Indiana Area Details
Thomas Kaehr's Lincoln Financial Advisors Experience May 2002 - January 2005
Job VP Financial Planning & Analysis at CNO Financial Group
Industry Financial Services
Experience
CNO Financial Group  August 2012 - Present
CNO Financial Group  November 2009 - August 2012
Security Benefit  February 2005 - October 2009
Lincoln Financial Advisors   May 2002 - January 2005
Vector Technologies  April 2000 - April 2002
Symons International Group   April 1999 - March 2000
Lincoln Financial Group  March 1997 - March 1999
Lincoln Financial Group  March 1994 - February 1997
Lincoln National Corporation  February 1992 - February 1994
Various  January 1983 - January 1992

Skills
Tax, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Auditing, Risk Management, Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Process Improvement, Financial Accounting, Finance, Strategic Financial..., Managerial Finance, Financial Planning, Insurance

Education
Indiana University—Purdue University Fort Wayne   1978 — 1982
B.S. Business Administration, Accounting

Lee Abramovitz Lee Abramovitz Baltimore, Maryland Area Details
Lee Abramovitz's Lincoln Financial Advisors Experience November 1993 - May 2008
Job CFP® at LPL
Industry Financial Services
Experience
LPL  2009 - Present
Self Employed  June 2008 - Present
Lincoln Financial Advisors   November 1993 - May 2008
Jewish Community Center  1989 - 1993
Maryland Medical Laboratories   1990 - 1992

Skills
Retirement, Wealth Management, Financial Advisory, Wealth, Financial Planning, Retirement Planning, Investment Strategies, Securities, Investments, Investment Advisory, Estate Planning, Mutual Funds, Small Business, Risk Management, Asset Allocation, 401k, Insurance, Series 7, Personal Finance, Alternative Investments, Asset Management, Disability Insurance, Portfolio Management, Trust Services, Pensions, Long-term Care, Employee Benefits, Equities, Series 63, Business Planning, Comprehensive Wealth..., Efficient Investment..., Succession Planning, Planning, Insurance Planning, IRA's, Annuities, Retirement Income..., Long Term Care, Series 66, Stocks, Group Benefits, Bonds, Options, Charitable Giving, Asset Protection, Wealth Accumulation, Fixed Income, Series 6, Real Estate Investment

Education
Juniata College   1985 — 1989
B.S., Chemistry

Owen J Roberts HS   1981 — 1985
High School Diploma, College Prep

Dean Leonakis CFP(R) Dean Leonakis CFP(R) Cleveland/Akron, Ohio Area Details
Dean Leonakis CFP(R)'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

Education
Indiana University Bloomington   1969 — 1973
BA

Christina Mascetti Christina Mascetti Hartford, Connecticut Area Details
Christina Mascetti's Lincoln Financial Advisors Experience January 2011 - May 2011
Job Internal Sales Manager
Industry Insurance
Experience
Lincoln Financial Distributors  May 2015 - Present
Lincoln Financial Distributors  September 2012 - May 2015
Lincoln Financial Distributors  September 2011 - September 2012
Lincoln Financial Distributors  June 2011 - September 2011
Lincoln Financial Advisors   January 2011 - May 2011

Education
Iona College   2007 — 2011
Bachelor of Business Administration, Finance, Hagan School of Business, AACSB Accredited

Florence University of the Arts   2009 — 2009

Hagan School of Business Summer Institute

Sharon Pickeral Sharon Pickeral Baltimore, Maryland Area Details
Sharon Pickeral's Lincoln Financial Advisors Experience May 2003 - May 2006
Job Employment Manager at Sinclair Broadcast Group
Industry Broadcast Media
Experience
Sinclair Broadcast Group  May 2006 - Present
Lincoln Financial Advisors   May 2003 - May 2006
Ledgent  February 2003 - May 2003
Partners Resource Group   September 2000 - October 2002
Adecco Employment Services  September 1999 - September 2000

Skills
Interviewing, Compensation, Hiring, FCC, Customer Service, Recruiting, Human Resources, Sales Management Hiring, Sales Hiring, News Hiring, EEO Reporting, Television, Interviews, Onboarding, Social Media, Leadership, Temporary Placement, Sales Management, Talent Acquisition, Deferred Compensation, Management, Talent Management, Training, Sales, Networking, Time Management, Employee Relations, Applicant Tracking..., College Recruiting, Employee Benefits, Cold Calling, Resume Writing

Education
Dale Carnegie Management   2007 — 2008
yes

Towson University   1994 — 1998
BS, Mass Communications

Grace College & Seminary   1993 — 1994
no

Stefanie Hasten Stefanie Hasten San Francisco, California Details
Stefanie Hasten's Lincoln Financial Advisors Experience April 2009 - September 2011
Job Account Platform Manager at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield  March 2014 - Present
Cushman & Wakefield  August 2012 - March 2014
SAIC  September 2011 - August 2012
Law Office of Eric O. Freeberg   July 2010 - September 2011
Lincoln Financial Advisors   April 2009 - September 2011
The San Diego Union-Tribune  2008 - 2009
University of Redlands  2007 - 2008
University of Redlands  2004 - 2008
University of Redlands  2004 - 2008
Clairemont High School  2000 - 2004

Skills
Staff Development, Editing, Research, Blogging, Social Media, Creative Writing, Event Planning, Adobe Creative Suite, Microsoft Office, Copy Editing, Marketing, InDesign, Photoshop, PowerPoint, Brochures, Layout, Marketing Communications, Newsletters, Internal Communications, Illustrator, Online Advertising, Graphic Design, Advertising, Microsoft Excel

Education
University of Redlands   2004 — 2008
BA

Griffith University   2006 — 2006

Clairemont High School   2000 — 2004

Jennifer Cogdell Jennifer Cogdell Fort Wayne, Indiana Area Details
Jennifer Cogdell's Lincoln Financial Advisors Experience October 2006 - October 2011
Job Director, Relationship Management, LFG
Industry Financial Services
Experience
Lincoln Financial Group  October 2011 - Present
Lincoln Financial Advisors   October 2006 - October 2011

Skills
Mutual Funds, Investments, Financial Services, Series 7, Financial Analysis, Asset Management, Insurance, Process Improvement, Series 6, Securities, Relationship Management, Series 24, Business Process..., Variable Annuities, Retirement, Series 63

Education
Indiana University-Purdue University at Fort Wayne   1994 — 2003
Bachelor of Science (BS), Business Administration and Management, General

Leo High School   1991 — 1994

University of Saint Francis
Master of Business Administration (MBA), Business Administration and Management, General

Tonya Wilson CMFC®, CRPC® Tonya Wilson CMFC®, CRPC® Gainesville, Florida Details
Tonya Wilson CMFC®, CRPC®'s Lincoln Financial Advisors Experience 2010 - Present
Job Senior Retirement Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   2010 - Present
Lincoln Financial Group  2008 - 2010

Education
Huntington University

Indiana University-Purdue University at Fort Wayne
Bachelors

Scott Bryson Scott Bryson Fort Wayne, Indiana Area Details
Scott Bryson's Lincoln Financial Advisors Experience May 2015 - Present
Job Compliance Manager at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   May 2015 - Present
Cigale Literary Magazine   September 2011 - Present
Lincoln Financial Advisors   October 2010 - May 2015
Lincoln Financial Group  March 2008 - October 2010
New York Life Insurance Company  May 2005 - March 2008

Skills
Investments, Securities, Series 24, Series 7, Auditing, Customer Service, Series 63, Financial Services, FINRA, Mutual Funds, Wealth Management, Insurance, Retirement, Fixed Annuities, Retirement Planning, Life Insurance, Training

Education
University of Illinois Springfield   2012 — 2015
Master of Arts (M.A.), Philosophy, Politics, and Business

Indiana University Bloomington   2001 — 2005
Bachelor of Arts (B.A.), History, Religious Studies, Medieval Studies

Rod Faghani, CFP®, ChFC® Rod Faghani, CFP®, ChFC® Washington D.C. Metro Area Details
Rod Faghani, CFP®, ChFC®'s Lincoln Financial Advisors Experience October 1997 - September 2000
Job Financial Advisor CERTIFIED FINANCIAL PLANNER™ practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2000 - Present
Lincoln Financial Advisors   October 1997 - September 2000
MassMutual  April 1987 - October 1997

Education
Georgetown University   2001 — 2002
Executive Certificate In Financial Planning, Center for Professional Development

James Claney James Claney Frederick, Maryland Details
James Claney's Lincoln Financial Advisors Experience March 2008 - May 2009
Job Instructional Assistant at Frederick County Public Schools
Industry Primary/Secondary Education
Experience
Frederick County Public Schools  August 2011 - Present
Lincoln Financial Advisors   March 2008 - May 2009
Van Kampen Investments  January 2006 - September 2007
Scudder Investments  September 2004 - December 2005

Education
George Mason University
BA, Communication

Robert Kish Robert Kish Greater New York City Area Details
Robert Kish's Lincoln Financial Advisors Experience 2004 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
UBS  January 2014 - Present
BlackRock  2007 - 2013
Lincoln Financial Advisors   2004 - 2007

Skills
ETFs, Portfolio Management, Retirement Planning, Mutual Funds, Financial Advisory, Bonds, Equities

Education
Huntington College
Accounting

Indiana University-Purdue University Fort Wayne (IPFW)
Accounting

Frank Nute Frank Nute Greater Minneapolis-St. Paul Area Details
Frank Nute's Lincoln Financial Advisors Experience March 2001 - July 2002
Job Principal at Frank E. Nute CPA, LLC
Industry Accounting
Experience
Frank E. Nute CPA, LLC   October 2002 - Present
Lincoln Financial Advisors   March 2001 - July 2002
Jefferson Wells  November 1999 - February 2001
United Health Group  June 1998 - October 1999
American Stores Company  September 1996 - May 1998
Southern Pacific Transportation Company  September 1988 - August 1996
Seiler & Co.   June 1986 - August 1988

Skills
Auditing, Testifying, Effective Oral..., Ability to Analyze and..., Ability to Simplify..., Critical/Strategic..., Knowledge of Relevant..., Fraud Detection, Asset Tracing, Internal Controls, Investigative..., Investigative Ability, Effective Written..., Analysis, Budgets, Accounting, Internal Audit, Finance, Strategic Financial..., Managerial Finance, Management, Sarbanes-Oxley Act, Cash Flow, Tax, Small Business, Financial Analysis, Business Planning

Education
Golden Gate University   1990 — 1992
MS, Finance

University of California, Davis   1974 — 1978
BS, Economics and Business Management

Pamela Bastian Pamela Bastian Fort Wayne, Indiana Area Details
Pamela Bastian's Lincoln Financial Advisors Experience November 2004 - May 2006
Job Business Systems Analyst at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group  Programmer AnalystSwiss ReFebruary 2007 - April 2007
Lincoln Financial Advisors   November 2004 - May 2006
IBM Global Services  January 1998 - February 2004
Lincoln Financial Group  August 1974 - January 1998

Education
Indiana University—Purdue University Fort Wayne   1980 — 1988
NA, Computer Science

Carla Welcome Carla Welcome Concord, New Hampshire Details
Carla Welcome's Lincoln Financial Advisors Experience March 2011 - Present
Job Associate Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Advisors   March 2011 - Present
Lincoln Financial Group  March 2005 - March 2011

Skills
Insurance, Leadership, Management

Education
Franklin Pierce College

Laura Sexton Laura Sexton Greater Boston Area Details
Laura Sexton's Lincoln Financial Advisors Experience August 2004 - May 2006
Job Director at SK Research
Industry Financial Services
Experience
SK Research, LLC  September 2013 - Present
Sharon Mills Consulting, LLC   August 2012 - September 2013
LPL Financial  May 2006 - June 2012
Lincoln Financial Advisors   August 2004 - May 2006
Lincoln Financial Advisors   March 2001 - July 2004

Skills
Due Diligence, Investments, Alternative Investments, Equities, Real Estate, Market Analysis, Mutual Funds, Wealth Management, Series 7, Asset Management, Asset Allocation, Series 63

Education
Kent State University - Graduate School of Management   1999 — 2002

Purdue University   1993 — 1997
Bachelor of Arts, Education

Kevin Peng Kevin Peng Greater Atlanta Area Details
Kevin Peng's Lincoln Financial Advisors Experience October 2011 - May 2012
Job Consultant at Deloitte
Industry Financial Services
Experience
Deloitte  July 2013 - Present
Emory University  September 2010 - December 2012
Cardlytics, Inc.   May 2012 - September 2012
Lincoln Financial Advisors   October 2011 - May 2012
University Directories  May 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Photoshop, HTML, MySQL, Java, Mac OS X, Problem Solving, Analytics, Eclipse, Python, VBA, Pivot Tables, Sales, Client Relations Skills, Databases, Data Analysis, Leadership, Statistics, Access, Management, Facebook, Social Media, Market Research, Social Networking

Education
Goizueta Business School, Emory University   2011 — 2013
Bachelor of Business Administration (BBA), Finance, ISOM, Senior

Emory University   2009 — 2013
Bachelor of Business Administration (BBA), Computer Science and Informatics Minor, Senior

Bryce Kauffman Bryce Kauffman New Castle, Pennsylvania Details
Bryce Kauffman's Lincoln Financial Advisors Experience August 2013 - June 2015
Job Business Services Associate at BOST Benefits
Industry Insurance
Experience
BOST Benefits  July 2015 - Present
Lincoln Financial Advisors   August 2013 - June 2015
Hefren-Tillotson, Inc.   May 2012 - August 2012

Education
Grove City College   2009 — 2013
Bachelor's degree, Finance

Mitchell Hirschorn Mitchell Hirschorn Greater New York City Area Details
Mitchell Hirschorn's Lincoln Financial Advisors Experience 2010 - Present
Job
Industry Financial Services
Experience
Lincoln Financial Advisors   2010 - Present
Penn Mutual  2007 - 2009

Skills
Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Life Insurance, Insurance, Strategic Financial..., Disability Insurance, Wealth Management, Long-term Care, IRAs, Series 6, Investments, Series 63, Mutual Funds, 401k, Investment Advisory, Financial Planners, Securities, Employee Benefits, Small Business

Education
Florida Atlantic University   2003 — 2005
Bachelor's degree, Business Administration and Management, General

Charles Morton, MBA Charles Morton, MBA Syracuse, New York Details
Charles Morton, MBA's Lincoln Financial Advisors Experience August 2003 - February 2009
Job MQConnect Fundraising, Managing Partner
Industry Fund-Raising
Experience
MQ-Connect Fundraising, LLC   August 2009 - Present
Low Impact Leisure Living   2014 - 2015
Syracuse University  2014 - 2015
Lincoln Financial Advisors   August 2003 - February 2009
The MONY Group  June 1995 - May 2000
Canon, Inc.   September 1983 - June 1995

Skills
Public Speaking, Fundraising, Strategic Financial..., Business Development, Strategic Planning, Forecasting, Event Planning, Accounting, Microsoft Excel, Data Analysis, Event Management, Research, Series 7, Investments, Marketing Communications, Retirement Planning, Public Relations, Wealth Management, Financial Analysis, Marketing

Education
Syracuse University - Martin J. Whitman School of Management   2011 — 2014
MBA candidate May 2014, Entrepreneurial Studies

Flagler College   1979 — 1983
Bachelor of Arts, Business Administration

Bud Mease Bud Mease Louisville, Kentucky Area Details
Bud Mease's Lincoln Financial Advisors Experience 1990 - 2004
Job CERTIFIED FINANCIAL PLANNER™ Practitioner at Gilliam, Mease & Associates, LLC
Industry Financial Services
Experience
Gilliam, Mease & Associates, LLC   September 2004 - Present
Gilliam, Mease & Associates, LLC   2004 - Present
Lincoln Financial Advisors   1990 - 2004

Skills
Asset Management, Securities, Strategic Financial..., Financial Advisory, Estate Planning, Whole Life

Education
Hiram College   1964 — 1968
BA, Economics

Micah Ferranti, CFE, CAMS Micah Ferranti, CFE, CAMS Charlotte, North Carolina Area Details
Micah Ferranti, CFE, CAMS's Lincoln Financial Advisors Experience July 2003 - January 2005
Job VP. Sr. Global Financial Crimes Compliance Manager at Bank of America
Industry Financial Services
Experience
Bank of America  September 2014 - Present
Wells Fargo  May 2013 - September 2014
Financial Industry Regulatory Authority ("FINRA")   September 2006 - May 2013
Morgan Stanley  January 2005 - September 2006
Lincoln Financial Advisors   July 2003 - January 2005

Skills
Securities, FINRA, Investments, Financial Services, Portfolio Management, Finance, Trading, Auditing, Mutual Funds, Asset Allocation, Series 7, Team Building, Financial Risk, Analysis, Strategic Financial..., AML, Bank Secrecy Act, OFAC, CIP, Financial Planning, Anti Money Laundering

Education
Florida Atlantic University   2008 — 2010
MBA, General MBA

University of Hartford   1999 — 2003
B.S., Econ/Finance

Saint Andrew's School

Matt Roughley Matt Roughley Greater New York City Area Details
Matt Roughley's Lincoln Financial Advisors Experience July 2010 - September 2013
Job Senior Advisor/Partner at Savings Advisory Group LLC
Industry Staffing and Recruiting
Experience
Savings Advisory Group LLC   February 2015 - Present
Monster Worldwide  November 2013 - Present
Lincoln Financial Advisors   July 2010 - September 2013
MORRISTOWN WEALTH MANAGEMENT   November 2009 - July 2010
MATTHEW ROUGHLEY & ASSOCIATES   July 1995 - November 2009
McNamara Trading   September 1987 - July 1995

Skills
Strategic Financial..., Investments, Relationship Management, Retirement Planning, Investment Advisory, Options, 401k, Investment Strategies, Financial Advisory, Mutual Funds, Financial Risk, Employee Benefits, Fixed Annuities, Securities, Insurance, Trading, Asset Managment, Life Insurance, Alternative Investments, Retirement, Risk Management, Start-ups, Wealth Management, Estate Planning, Asset Allocation, Series 7, Portfolio Management, Management, Sales, Disability Insurance, Series 63, Finance, Income Protection, College Education..., Asset Management, Uniform Combined State..., Investment Management, Equities, ETFs, Financial Planners, FINRA, IRAs, Bonds

Education
James Madison University   1983 — 1986
Bachelor of Arts, Marketing

New York University   1999 — 2000
Certificate of Financial Planning, Financial Planning

Scott Ziska Scott Ziska Cleveland/Akron, Ohio Area Details
Scott Ziska's Lincoln Financial Advisors Experience January 2003 - Present
Job Financial Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   January 2003 - Present

Education
John Carroll University   1992 — 1996

The Ohio State University   1990 — 1992

Jeffrey Kosek Jeffrey Kosek Cleveland, Ohio Details
Jeffrey Kosek's Lincoln Financial Advisors Experience August 2013 - January 2014
Job Private Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Sagemark Consulting  December 2013 - Present
Lincoln Financial Advisors   August 2013 - January 2014
American Income Life  February 2012 - June 2013
Jergens Inc.  November 2010 - May 2011
John Carroll University Information Services   October 2007 - May 2011
Northeast Ohio Areawide Coordinating Agency   June 2008 - August 2008
GutterBrush LLC   May 2006 - August 2008

Skills
Critical Thinking, Leadership, Visionary, Analysis, Teamwork, PowerPoint, Team Leadership, Team Building, Marketing Strategy, Product Management, Budgets, Social Media, Data Analysis, SEO, Forecasting, CRM, Access, Leadership Development, Microsoft Excel, Advertising, Marketing, Strategic Planning, Training, Sales, Negotiation, Customer Service, Product Development, Entrepreneurship, Management, Sales Management, Microsoft Office, Marketing Communications, Social Media Marketing, Account Management, Fundraising, Public Speaking, Finance, Public Relations, Trade Shows, Microsoft Word, New Business Development, Insurance, Event Management, Salesforce.com, Coaching, Event Planning, Direct Sales, Outlook, Social Networking

Education
John Carroll University   2011 — 2011
Management MBA Coursework

John Carroll University   2006 — 2011
Bachelor of Science, Business Administration; Marketing

Clare Gillen Stefan Clare Gillen Stefan Greater Atlanta Area Details
Clare Gillen Stefan's Lincoln Financial Advisors Experience January 2011 - March 2014
Job Marketing & Client Services at Active Financial Group
Industry Financial Services
Experience
Actve Financial Group   March 2015 - Present
Lincoln Financial Advisors   January 2011 - March 2014
Hanley Wood  October 1997 - October 2010
Cahners Publishing  June 1986 - October 1997
J.S. Horton & Company   1984 - 1986

Skills
Marketing Strategy, Marketing Communications, Integrated Marketing, Advertising, Marketing, Sales, Sales Operations, Account Management, New Business Development, Newsletters, Email Marketing, Retirement Planning, Public Speaking, Public Relations, Strategy, Sales Process, Leadership, Social Media, CRM, Market Research, Selling, B2B, Online Advertising, Brand Management, Product Marketing, Social Media Marketing, Sales Management, Direct Marketing, Strategic Planning, Retirement, Business Development, Estate Planning, Digital Marketing, Team Building

Education
Fairfield University   1971 — 1975
BA, Foreign Language Education

Ridgewood High School

Ross Palley Ross Palley New York, New York Details
Ross Palley's Lincoln Financial Advisors Experience June 2009 - August 2009
Job Compliance Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Castle Software  January 2013 - Present
Eze Castle Software  June 2011 - December 2012
Eze Castle Software  June 2010 - August 2010
Lincoln Financial Advisors   June 2009 - August 2009
UBS Wealth Management  June 2008 - August 2008

Skills
SQL, C#, Bloomberg Terminal, Microsoft Office, Windows, Hedge Funds, Compliance, Service Oriented...

Education
Emory University   2007 — 2011
BA, Political Science

Concord Academy   2003 — 2007

NYU School of Continuing and Professional Studies
Fundamentals of Business Law

Ruth Bosquez Ruth Bosquez Bryan, Texas Details
Ruth Bosquez's Lincoln Financial Advisors Experience May 2004 - June 2008
Job Graduate of Sam Houston State University
Industry Accounting
Experience
H.E.B.   September 2011 - January 2014
SourceNet Solutions  July 2008 - June 2011
Lincoln Financial Advisors   May 2004 - June 2008
Wal-Mart  June 2003 - April 2004
H&R Block  December 2001 - April 2004
Aon Risk Services  February 2001 - August 2002
Conner corporation   April 2000 - February 2001
Cambridge Industries  November 1986 - March 2000

Skills
Delivering Exceptional..., Multi Tasking, Microsoft Office, Microsoft Excel, Microsoft Word, IBM AS/400, e-seats, Oracle Applications, Accurate Data Entry, Filing, Accounting, Payroll, Customer Service, Training, Call Centers, Supervisory Skills, Teamwork, Invoicing, Accounts Payable, Administration, Telephone Skills, Time Management, QuickBooks, Accounts Receivable, 10 Key, Access, Administrative..., Bookkeeping, Data Entry

Education
Sam Houston State University   2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting

Loma program thru Lincoln   2006 — 2006
Certificate, Associate, Annuity products, and Administration program

Indiana University-Purdue University at Fort Wayne   1998 — 2003
Associat of Science in Business, Accounting and Business/Management

Four County Joint Vocational School   1984 — 1986
Certificate, Secretarial & Office Skills

Hicksville High School   1982 — 1986
High School degree

Daniel Morey Daniel Morey Charlotte, North Carolina Details
Daniel Morey's Lincoln Financial Advisors Experience January 2012 - August 2013
Job Argos Real Estate Advisors
Industry Real Estate
Experience
Argos Real Estate Advisors   July 2015 - Present
Marcus & Millichap  September 2014 - July 2015
Quantum Real Estate Advisors   August 2013 - July 2014
Lincoln Financial Advisors   January 2012 - August 2013
Merlin Entertainments Group  June 2008 - January 2012
Michael Nicholas Carpentry LLC / Independent   June 2001 - June 2008

Skills
Financial Analysis, Microsoft Excel, Entrepreneurship, Analysis, Finance, Commercial Real Estate, Project Planning, Carpentry, Investments, Sales, Investment Brokerage, Management, Customer Service

Education
University of Illinois at Chicago   2012 — 2014
Bachelor of Science (BS), Finance

Harper College   2009 — 2011
Associate of Arts (A.A.), Business

Chicago District Council of Carpenters Training Center   2002 — 2005
Journeyman, Carpentry

Laura Marciano Laura Marciano Fort Wayne, Indiana Area Details
Laura Marciano's Lincoln Financial Advisors Experience June 2007 - Present
Job Operations Lead, LFA Service Center at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   June 2007 - Present

Skills
Management, Research, Project Planning, Process Improvement, Analysis, Program Management, Employee Training, Negotiation, Business Analysis, Risk Management

Education
Indiana University Bloomington   1998 — 2002
Bachelor's degree, Anthropology

Jennifer Beal Jennifer Beal Fort Wayne, Indiana Area Details
Jennifer Beal's Lincoln Financial Advisors Experience August 2007 - February 2009
Job Business Analyst at Medical Protective
Industry Insurance
Experience
Medical Protective  February 2009 - Present
Lincoln Financial Advisors   August 2007 - February 2009
Waterfield Mortgage Co Inc   January 1999 - January 2006
Texas Instruments  May 1984 - August 1986

Skills
Product Development, Team Building, Event Planning, Process Improvement, Workers Compensation, Team Leadership, Microsoft Excel, Microsoft Office, Project Management, Public Speaking, Requirements Analysis, Insurance, SDLC, Business Analysis, Strategic Planning, Microsoft Word, MS Project, Customer Service, PowerPoint, Social Media, Analysis, Leadership Development, Change Management, Process Engineering, Quality Assurance, Management, Risk Management, Training, Project Planning, Leadership, Fundraising, Business Intelligence, Software Documentation, Program Management, Visio

Education
Indiana University Bloomington   1979 — 1984
Bachelor of Arts, Computer Science

Clay Highschool

Shay (Charles) Woodward IV Shay (Charles) Woodward IV Jacksonville, Florida Details
Shay (Charles) Woodward IV's Lincoln Financial Advisors Experience December 1994 - August 2012
Job CWM, RFC, LUTCF, MBA President, Performance Wealth
Industry Financial Services
Experience
Performance Wealth   October 2013 - Present
Suncoast Advisory Group   August 2012 - October 2013
Lincoln Financial Advisors   December 1994 - August 2012

Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Investment Advisory, 401k, Investment Management, Financial Services, Estate Planning, Strategic Planning, Retirement, Fixed Annuities, Insurance, Mutual Funds, Finance, Wealth Management, Securities, Wealth, Value of..., Strategic and..., Analysis of qualified..., Tax and estate planning..., Choosing a business..., Evaluation of various..., Compensation and..., Investment Management..., Investments, Life Insurance, Disability Insurance, Long-term Care, IRAs, Term Life Insurance, Successful Business..., Succession Planning, College Education...

Education
University of North Florida   1992 — 1994
Master of Business Administration (M.B.A.)

Jacksonville University   1987 — 1992
Bachelor of Science (B.S.), Marketing, Management, Studio Art, and Visual Communications

Duncan U. Fletcher   1983 — 1987
High School

Duncan U. Fletcher   1982 — 1983
Junior High School

Kenneth Childers Kenneth Childers Fort Wayne, Indiana Details
Kenneth Childers's Lincoln Financial Advisors Experience July 2014 - January 2015
Job Processor at Major Financial Advising Firm
Industry Financial Services
Experience
Lincoln Financial Advisors   July 2014 - January 2015
Lincoln Financial Advisors   July 2010 - July 2014
Parkview Health  2007 - 2010
Lincoln Re  1995 - 2001
Charles University Pharmacy School   August 1993 - June 1994
Dual Language School   1991 - 1993

Skills
Accounting, Taxations, Lean Six Sigma, Latin America, Spanish Translation, Spanish, Insurance, Reinsurance, Auditing, Internal Audit, Internal Controls, Legal Compliance, Office Management, US GAAP, Hospitals, Investment Brokerage, Continuous Improvement, Human Resources, Diversity & Inclusion, Finance, Financial Analysis, Management, Microsoft Excel, Mortgage Banking, FHA, Loans, Loan Origination, Budgets, Credit, Access, Banking, Leadership, Customer Service, Research, Refinance, Mortgage Lending

Education
Purdue University   2012 — 2012
Certificate, Six Sigma Greenbelt Training, 96%

Indiana University—Purdue University Fort Wayne   2004 — 2007
Post-Baccalaureate in Accounting, Accounting, 3.75

University of Illinois at Urbana-Champaign   2002 — 2003
Master’s Degree, Human Resources, 3.9

Danielle Damato Danielle Damato Hartford, Connecticut Area Details
Danielle Damato's Lincoln Financial Advisors Experience June 2015 - Present
Job Summer Intern at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   June 2015 - Present
YMCA of Greater Providence  October 2013 - Present
Subway  December 2010 - August 2014

Skills
Customer Service, Customer Satisfaction, Organization Skills, Business Analysis, Leadership, Time Management, Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing, Market Research, Marketing Strategy, Project Management, Sales Management, Account Management, Operations Management, Event Management, Team Management, Sales Promotion, Cash Management, Cash Handling, Cash Register, Cashiering, Inventory Management, Staff Supervision, At Multitasking, Writing, Crunching Numbers, Human Resources, Event Planning, Special Events

Education
Johnson & Wales University   2012 — 2016
Bachelor of Science (BS), Business Administration and Management, General, 3.94

William Koontz William Koontz Cincinnati Area Details
William Koontz's Lincoln Financial Advisors Experience December 1988 - Present
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors   December 1988 - Present

Skills
Financial Planning, Retirement Planning, Investments, Estate Planning, Public Speaking, Financial Advisory, Wealth Management, Retirement, Strategic Planning, Team Building

Education
Cincinnat Christian University   1978 — 1983
M.A., Practical Ministries - Counseling

Xavier University   1974 — 1976
M.Ed., Philosophy

Kentucky Christian University   1972 — 1974
B.A., Bible, psychology

Univ. of Akron   1970 — 1972
none

Triway H.S.   1968 — 1970
diploma

Dusty Nye Dusty Nye Fort Wayne, Indiana Area Details
Dusty Nye's Lincoln Financial Advisors Experience April 2010 - May 2013
Job Specialist trainer at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  September 2014 - Present
Financial Planning Services - tobuildwealth.com   May 2013 - September 2014
Lincoln Financial Advisors   April 2010 - May 2013
Peoples Federal Savings Bank  June 2006 - June 2008
Peoples Federal Savings Bank  March 2005 - June 2006
Peoples Federal Savings Bank  May 2003 - March 2005
National City Bank  May 2002 - May 2003
National City Bank  December 1999 - May 2002
Indiana University Kokomo  August 1998 - December 1999
Walgreens  May 1997 - May 1998

Skills
Mortgage Lending, Retail Banking, Strategic Financial..., Bank Management, Collections, Consumer Lending, Employee Training, Securities, Series 63, Investments, Banking, Portfolio Management, Series 7, Management, Financial Services, Mutual Funds, Risk Management, Financial Analysis

Education
Indiana University—Purdue University Fort Wayne   2000 — 2002
4 year, Finance

Indiana University Kokomo   1997 — 2000
2 year, Business Administration

Peru High School

Shirley Bennett Shirley Bennett Fort Wayne, Indiana Area Details
Shirley Bennett's Lincoln Financial Advisors Experience April 1997 - May 1999
Job City Utilities Fixed Asset Accountant V at City of Fort Wayne
Industry Accounting
Experience
City of Fort Wayne  December 2014 - Present
City of Fort Wayne  September 2013 - December 2014
Indiana Black Expo, Inc.   January 2008 - December 2012
H & R Block  January 2010 - April 2012
Kelly Services, Inc.   August 2010 - November 2011
BKH Tax & Accounting Services   April 2009 - August 2011
Lincoln Financial Group  December 2003 - June 2009
Lincoln Financial Group  May 1999 - June 2003
Lincoln Financial Advisors   April 1997 - May 1999
Lincoln Financial Group  January 1995 - April 1997

Skills
Financial Statements, Microsoft Excel, Auditing, Customer Service, Business Objects, General Ledger, Tax, Income Tax, QuickBooks, Accounting, Accounts Payable, Accounts Receivable, Management, Operations Management, Team Leadership, Process Improvement

Education
Indiana Institute of Technology   2000 — 2003
Bachelor of Science, Accounting

Purdue University   1991 — 1993
Associate, Applied Science of Supervision

Lisa Chabert Lisa Chabert Portland, Oregon Area Details
Lisa Chabert's Lincoln Financial Advisors Experience August 2013 - Present
Job Financial Planner Helping Clients Achieve Clarity and Confidence Through Comprehensive, Holistic Planning
Industry Financial Services
Experience
Lincoln Financial Advisors   August 2013 - Present
Community Leader   September 1995 - Present
Arthur Andersen & Co.   February 1991 - March 1995
Accenture  June 1989 - January 1991
IBM  January 1987 - June 1989

Skills
Wealth Accumulation, Financial Planning, Wealth Management, Long Term Care Insurance, Disability Insurance, Retirement Planning, Qualified Retirement..., Non-Qualified Deferred..., Business Succession and..., Finance, Estate Planning, Strategic Planning, Investment Management, Mutual Funds, Risk Management, Investments, Equities, Asset Management, Business Strategy, Medicare Supplements, Annuities

Education
John Cook School of Business at Saint Louis University   1985 — 1989
Bachelor of Science (BS), Finance, General

Gail P. Brown, CFP® Gail P. Brown, CFP® Baltimore, Maryland Area Details
Gail P. Brown, CFP®'s Lincoln Financial Advisors Experience August 2010 - January 2014
Job Financial Planner
Industry Financial Services
Experience
MetLife Securities Inc./ Virtus Wealth Solutions   January 2014 - May 2015
Lincoln Financial Advisors   August 2010 - January 2014
Harborside Group  October 2007 - July 2010
Legg Mason/ Smith Barney   March 2004 - March 2007

Skills
Financial Planning, Investments, Retirement Planning, Investment Advisory, Series 7, Wealth Management, Strategic Financial..., Finance, Wealth, Small Business, Life Insurance, Retirement, Fixed Annuities, Certified Financial..., Asset Management, Financial Advisory, IRAs, Mutual Funds, Wealth Accumulation, Strategy, 401k, Disability Insurance, Financial Goals, Long-term Care, Investment Management, Alternative Investments, Estate Planning, Series 63, Securities, Financial Planners, Asset Allocation, Personal Financial..., ETFs, Series 65, Series 24, Separately Managed..., Financial Services, Term Life Insurance, Portfolio Management, Uniform Combined State..., Wealth Management...

Education
University of Dayton   1974 — 1976
BS, Business Administration

Fairfield University   1972 — 1974
Business Administration

Central Catholic High School, Norwalk, CT

Larry Schreiter Larry Schreiter Greater Seattle Area Details
Larry Schreiter's Lincoln Financial Advisors Experience January 1999 - January 2000
Job Attorney
Industry Legal Services
Experience
Highline College  April 2012 - Present
Law Office of Larry R. Schreiter   September 2011 - Present
Albertson Law Group, P.S.   April 2007 - August 2009
Law Office of Larry R. Schreiter   January 2000 - January 2007
Pacific Lutheran University  2001 - 2006
Lincoln Financial Advisors   January 1999 - January 2000
Curran Law Firm  August 1986 - February 1994
Law Office of Larry R. Schreiter   June 1981 - July 1986
Washington State Office of the Attorney General  June 1978 - June 1981
Indiana University School of Law  August 1977 - May 1978

Skills
Business Law, Uniform Commercial Code, Sale or Purchase of..., Mergers & Acquisitions, Commerical Real Estate..., Commercial Real Estate, Estate Planning, Wills, Trusts, Estates, Contract Drafting, Alternative Dispute..., Document Review, Public Speaking, Legal Research, Mediation

Education
Indiana University School of Law—Bloomington   1974 — 1977
JD, Honors

University of Pennsylvania   1965 — 1969
Bachelor of Arts Degree, English

Georgia Monson Georgia Monson Greater Chicago Area Details
Georgia Monson's Lincoln Financial Advisors Experience February 1998 - August 2000
Job Business Management Professional
Industry Consumer Services
Experience
Lenox Advisors  April 2014 - Present
Eastern Horizons Coaching LLC   January 2010 - Present
Northwestern Mutual  July 2007 - April 2014
Calvin T Meineke MD   January 2004 - September 2012
Illinois Bone & Joint Institute LLC   October 2004 - July 2007
Marvin Tiesenga MD SC   January 2002 - October 2004
Northwestern Mutual  July 2001 - December 2001
Northwestern Mutual  August 2000 - July 2001
Lincoln Financial Advisors   February 1998 - August 2000
Prudential Insurance  October 1995 - March 1996

Skills
Recruiting and Training, Team / Morale Building, Procedure Development, Process Improvement, Office Systems and..., Coaching, Mentoring, Training, Recruiting, Strategic Planning, Leadership, Management, Organizational..., Employee Benefits, Management Consulting, Employee Relations, Human Resources, Employee Engagement, CRM, Leadership Development, Public Speaking, Staff Development, System Administration, Marketing, Analysis, Operations Management, Risk Management, Project Management, Time Management, Project Planning, Talent Acquisition, Business Coaching, Executive Coaching, Life Coaching, Sales

Education
IPEC   2008 — 2009

Elmhurst College   1994 — 1999
Bachelors of Science, Business Management

Stephanie (Harmon) Stapleton Stephanie (Harmon) Stapleton Duluth, Georgia Details
Stephanie (Harmon) Stapleton's Lincoln Financial Advisors Experience August 2010 - August 2011
Job Account Service Representative at Travel Incorporated
Industry Leisure, Travel & Tourism
Experience
Travel Incorporated  November 2013 - Present
Raymond James Financial Inc. - HFA   August 2011 - May 2013
Lincoln Financial Advisors   August 2010 - August 2011
Homemaker  1996 - August 2009
Organon Pharmaceuticals  January 1991 - January 1996

Skills
All types of Financial..., Proficient with..., Working knowledge of..., Marketing, CRM, Customer Service, Management, Recruiting, PowerPoint, Microsoft Office, Time Management, Social Media, Event Planning, Microsoft Excel, Human Resources, Sales, Administrative..., Microsoft Word, Budgets, Leadership, Account Management, Team Building, Salesforce.com, New Business Development

Education
Georgia State University   1985 — 1991
Bachelor of Business Administration (BBA), Marketing

Georgia Institute of Real Estate   2005 — 2006
Realtor

Joseph Golia Joseph Golia Long Beach, New York Details
Joseph Golia's Lincoln Financial Advisors Experience January 2014 - August 2014
Job Sales at Hub Truck Rental
Industry Financial Services
Experience
Long Beach Surf Shop   August 2008 - Present
Lincoln Financial Advisors   January 2014 - August 2014
Siller & Cohen Family Wealth Advisors   September 2013 - December 2013
HGK Asset Management, Inc.   June 2013 - July 2013

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Outlook, English, Windows, Research, Budgets, Strategic Planning

Education
Iona College   2014 — 2015
Master of Business Administration (MBA), Information Systems, 3.9

Iona College   2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.75

Saint John's University

Thomas W. Duncan Thomas W. Duncan Northville, Michigan Details
Thomas W. Duncan's Lincoln Financial Advisors Experience January 2001 - August 2006
Job President at Vision Capital Partners
Industry Financial Services
Experience
Vision Capital Partners   August 2006 - Present
Lincoln Financial Advisors   January 2001 - August 2006
US Trailer Co.   April 1996 - December 2000
UHY LLP (Follmer, Rudzewicz & Co., PC)   September 1992 - April 1996

Skills
Investment Management, Alternative Investments, Estate Planning, Business Succession..., Life Insurance, Retirement Planning, Business Strategy, Retirement, Team Building, Strategic Planning, Financial Analysis, Sales Management, Investments, Customer Service, Marketing Strategy, New Business Development, Strategy, Insurance, Finance, Wealth Management, Investment Advisory, Strategic Financial..., Series 7

Education
University of Michigan - Stephen M. Ross School of Business   1995 — 1999
MBA

Harding University   1988 — 1992
BBA, Accounting & Economics

Devin O'Malley Devin O'Malley Boston, Massachusetts Details
Devin O'Malley's Lincoln Financial Advisors Experience June 2009 - August 2009
Job Senior Associate at Summit Partners
Industry Venture Capital & Private Equity
Experience
Summit Partners  July 2015 - Present
Summit Partners  January 2013 - June 2015
Wells Fargo Securities  June 2011 - January 2013
Bank of America Merrill Lynch  June 2010 - August 2010
Lincoln Financial Advisors   June 2009 - August 2009

Skills
Business Analysis, Investment Banking, Due Diligence, Bloomberg, Investments, Mergers & Acquisitions, Financial Analysis, Economics, Financial Modeling, Equities, Corporate Finance, Portfolio Management, LBO, Valuation, Capital Markets

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2011
BSBA, Finance

Emory University - Goizueta Business School   2008 — 2009
Business

Freddy Hernandez Freddy Hernandez Greater New York City Area Details
Freddy Hernandez's Lincoln Financial Advisors Experience June 2009 - August 2009
Job Seasonal Program Manager at US Squash
Industry Higher Education
Experience
US Squash  July 2014 - Present
Delarosa Heating and Air Conditioning   June 2013 - August 2013
Lake Owego Camp  June 2012 - August 2012
CitySquash  July 2011 - August 2011
Lincoln Financial Advisors   June 2009 - August 2009

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Social Media, Public Speaking, Editing, Spanish, Facebook, Strategy, Fundraising, Nonprofits, Data Analysis, SPSS

Education
Franklin & Marshall College   2010 — 2014
Bachelor's Degree, Spanish and Economics

Canterbury School   2006 — 2010
Graduated

Shelly LaBoy Shelly LaBoy Buffalo/Niagara, New York Area Details
Shelly LaBoy's Lincoln Financial Advisors Experience September 2011 - Present
Job Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   September 2011 - Present
Merrill Lynch  2000 - 2011
M&T Bank  1999 - 2000
Kayak Pools   1997 - 1998

Skills
Notary Public, Retirement Planning, Insurance, Investments, Mutual Funds, Retirement, Life Insurance, Finance, Estate Planning, Customer Service

Education
Erie Community College   1995 — 1997
Associate's degree, Paralegal

West Seneca West Sr High School   1980 — 1984

Bellwood Elementary

CleveHill

Christopher Collyer Christopher Collyer Wakefield, Massachusetts Details
Christopher Collyer's Lincoln Financial Advisors Experience March 2000 - Present
Job Director, Participant Engagement at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   March 2000 - Present
Liberty Financial  March 1997 - March 2000
Blue Cross Blue Shield of Massachusetts  October 1991 - February 1997

Skills
Fixed Annuities, Series 63, Mutual Funds, Series 6, Investments, Series 7, Insurance, Retirement, Securities, 401k, Series 24, Investment Advisory, Series 66, Variable Annuities, 403 b, CRPS, CRPC, CMFC

Education
Emmanuel College
Bachelor of Science (B.S.), Business Administration

Steven VonSchriltz Steven VonSchriltz Columbus, Ohio Area Details
Steven VonSchriltz's Lincoln Financial Advisors Experience October 2006 - December 2009
Job Director of Operations Total Retirement Solutions
Industry Financial Services
Experience
Total Retirement Solutions, LLC   May 2010 - Present
Dublin City Schools  November 2005 - Present
Lincoln Financial Advisors   October 2006 - December 2009
Sprint  May 2000 - December 2001
OCLC  1981 - 2000

Skills
Wealth Management, Securities, Strategic Financial..., Insurance, Series 7, Financial Analysis, ohio life insurance, Asset Managment, Financial Modeling, Investments, Customer Service, Relationship Management

Education
Franklin University   1994 — 1996
MBA

The Ohio State University Fisher College of Business   1979 — 1984
BS, CIS

Edward Stefan, MBA, CRPC(R), CFP(R) Edward Stefan, MBA, CRPC(R), CFP(R) Greater Atlanta Area Details
Edward Stefan, MBA, CRPC(R), CFP(R)'s Lincoln Financial Advisors Experience June 2002 - March 2015
Job Certified Financial Planner at Active Financial Group
Industry Financial Services
Experience
Active Financial Group   March 2015 - Present
Active Financial Group   March 2015 - Present
Lincoln Financial Advisors   June 2002 - March 2015
Intellivoice   February 1999 - November 2001
Tridom   December 1988 - January 1997

Education
The University of Connecticut School of Business   1981 — 1985
MBA

Fairfield University   1970 — 1974

Eileen Schara Eileen Schara Greater Atlanta Area Details
Eileen Schara's Lincoln Financial Advisors Experience November 2013 - Present
Job Practice Manager at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   November 2013 - Present
Buckhead Brokerage Group   June 2009 - May 2013
Lincoln Financial Advisors   2007 - 2008
Charles J. Gilbert CFP (Mass Mutual and Lincoln Financial Advisors)   2002 - 2007
Lincoln Financial Advisors   1999 - 2002
Financial Services Corporation   1997 - 1999
Balentine and Company   1997 - 1997
Harold C. Brown and Company, Inc.   1987 - 1996

Skills
Management, Finance, Financial Planning, Customer Service, Strategic Planning, Leadership, Wealth Management, Retirement, Portfolio Management

Education
Erie Community College   1985 — 1987
Associates of Arts, Paralegal

Tim Matthew, CRPS®, AIF* Tim Matthew, CRPS®, AIF* Greater Pittsburgh Area Details
Tim Matthew, CRPS®, AIF*'s Lincoln Financial Advisors Experience 2001 - 2010
Job Partner, FamilyWealth Management Group, LLC.
Industry Financial Services
Experience
FamilyWealth Management Group, LLC.   February 2001 - Present
Lincoln Financial Group  2001 - 2015
Lincoln Financial Group  2001 - 2015
Lincoln Financial Advisors   2001 - 2010
JT&T Corporation   September 1995 - November 2000

Skills
Succession Planning, Employee Benefits, Retirement, Financial Planning, 401k, Pensions, Retirement Planning, Wealth Management, Estate Planning, Investments, Series 7, Asset Allocation, Wealth, Investment Advisory, Alternative Investments, Defined Benefit, Disability Insurance, ERISA, Equities, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, Health Insurance, IRAs, Insurance, Investment Strategies, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Portfolio Management, Relationship Management, Retirement Plan..., Securities, Series 63, Small Business, Strategic Financial..., Term Life Insurance, Valuation, Wealth Accumulation, Wealth Management...

Education
Boston Institute of Finance   2006 — 2006
Chartered Retirement Plans Specialist, Retirement Plans

Fairmont State University   1992 — 1996
Finance

Morgantown High School   1989 — 1992

Nicole Candito Nicole Candito Greater Boston Area Details
Nicole Candito's Lincoln Financial Advisors Experience March 2005 - October 2011
Job Account Manager at ShapeUp
Industry Health, Wellness and Fitness
Experience
ShapeUp, INC  2011 - Present
Lincoln Financial Advisors   March 2005 - October 2011
Sun Life Financial  July 1998 - May 2005
Sallie Mae  February 1997 - July 1998

Skills
Microsoft Office, Online Research, Employee Benefits, Leadership, Research, Staff Development, Insurance, Data Analysis, Sales Management, Customer Service, Account Management, Sales, Team Building, Management

Education
Johnson & Wales University   1992 — 1995
Bachelors & Associates, Fashion Merchandising & Business Management

State University of New York College of Agriculture and Technology at Morrisville   1990 — 1992
Associates, Individual Studies-Humanites

Minisink Valley High School   1986 — 1990
hs

Douglas McCroskey Douglas McCroskey Greater Atlanta Area Details
Douglas McCroskey's Lincoln Financial Advisors Experience February 2003 - October 2005
Job ★ Helping People Have Financial Security and Independence ★
Industry Financial Services
Experience
myWEALTHCARE   November 2005 - Present
MetLife Premier Client Group of Georgia   January 2015 - Present
The Georgia Group- An Office of New England Financial   October 2009 - December 2014
AXA Advisors, LLC  November 2005 - October 2009
Lincoln Financial Advisors   February 2003 - October 2005
Siemens Energy & Automation, Inc   January 1997 - April 2000
Aerotek Data Services Group   April 1996 - August 1996
Independent Consultant  September 1995 - March 1996
PeachWeb   January 1995 - August 1995
McCroskey & Company   January 1994 - December 1994

Education
Emory University - Goizueta Business School   1991 — 1993
MBA

Georgia Institute of Technology   1983 — 1985
MSICS, Information & Computer Science

Georgia Institute of Technology   1978 — 1982
BEE, Electrical & Computer Engineering

Denettria Steinke Denettria Steinke Fort Wayne, Indiana Area Details
Denettria Steinke's Lincoln Financial Advisors Experience October 2002 - October 2006
Job Credentialing Specialist at Parkview Health
Industry Hospital & Health Care
Experience
Parkview Health  August 2008 - Present
Broadridge  October 2006 - July 2008
Lincoln Financial Advisors   October 2002 - October 2006
Lincoln Financial Group  August 2000 - August 2002
Aetna  1999 - August 2000
Aetna  1998 - 1999
Aetna  June 1993 - 1998

Skills
Healthcare, Customer Service, Insurance, Process Improvement, Problem Solving, Microsoft Excel, Hospitals, Managed Care, Employee Benefits, Strategic Planning, Microsoft Office, Research, Change Management

Education
Indiana Wesleyan University   2012 — 2014
Bachelor of Science (BS), Business Information Services

Indiana Wesleyan University   2009 — 2012
Associate of Science (AS), Criminal Justice

Ivy Tech Community College   1991 — 1992
Business Administration

Brandon Sexton Brandon Sexton Greater Boston Area Details
Brandon Sexton's Lincoln Financial Advisors Experience January 2001 - August 2004
Job National Account Manager
Industry Financial Services
Experience
John Hancock Investments  July 2014 - Present
John Hancock Investments  May 2007 - July 2014
Pioneer Investments  September 2005 - May 2007
Pioneer Investments  August 2004 - September 2005
Lincoln Financial Advisors   January 2001 - August 2004

Skills
Account Management, Investments, Mutual Funds, Series 7, Financial Planning, Retirement Planning, Problem Solving

Education
Kent State University
Bachelor of Science, Business Administration, Business

Kevin Macy Kevin Macy Bloomington, Indiana Details
Kevin Macy's Lincoln Financial Advisors Experience 2001 - 2003
Job Project Manager
Industry Information Technology and Services
Experience
Envisage Technologies LLC  December 2014 - Present
Cornerstone Controls  February 2012 - December 2014
Autobase, Inc.   August 2011 - January 2012
Kaplan Compliance Solutions  April 2009 - April 2011
Medical Protective  January 2007 - February 2009
Medical Protective  January 2006 - January 2007
Medical Protective  August 2003 - January 2006
Lincoln Financial Advisors   2001 - 2003
Lincoln Financial Advisors   1997 - 2000
North American Van Lines  1996 - 1997

Skills
Business Analysis, Software Project..., Technology..., Analysis, Budgeting, Insurance, Financial Analysis, Strategic Planning, Customer Relations, Process Improvement, Team Building, Excel, Problem Solving, Microsoft Office, Compliance, Accounting, SDLC, Access, Visio, Coaching, Data Analysis, Cross-functional Team..., Troubleshooting, SQL, Business Strategy, Documentation, Requirements Analysis, Software Development, Microsoft Excel, PMP, Project Management, Software Documentation, Testing, Quality Assurance, Training, Business Intelligence, Business Development, Leadership, Sales, Vendor Management, Budgets

Education
Indiana Wesleyan University   2005 — 2007
MBA, Applied Management

Valparaiso University   1977 — 1981
BS with distinction, Business Administration

Jeffrey F.L. Smith Jeffrey F.L. Smith Greater Detroit Area Details
Jeffrey F.L. Smith's Lincoln Financial Advisors Experience 1997 - 2001
Job CEO, Financial Planning and Investment Firm
Industry Investment Management
Experience
Woodworth Financial   January 2001 - Present
Lincoln Financial Advisors   1997 - 2001
Crain Communications  January 1991 - December 1997
American Automobile Centennial Commission   1995 - 1997
CBS Corporation  January 1983 - December 1990

Skills
Investments, Asset Management, Leadership, Strategic Financial..., Portfolio Management, Life Insurance, Non-profit Volunteer, Alternative Investments, Bonds, REIT, 529 Plans

Education
Boston College CFP Program   2012 — 2012
Candidate, Certified Financial Planning Certification

CBS School of Management   1986 — 1986
Television Management, Television Station Management

New York University   1985 — 1986
Certificate, Financial Management

Michigan State University   1979 — 1982
Science, Physical Sciences

Harvard University   1981 — 1981
Visiting Physics Student, Physics

ACT Made Simple

Andrew Worth Andrew Worth Olympia, Washington Details
Andrew Worth's Lincoln Financial Advisors Experience 1999 - 2002
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade  2002 - 2014
Lincoln Financial Advisors   1999 - 2002
Solomon Smith Barney  1998 - 1999
Freeman Welwood & Co   1993 - 1998
Prudential Bache Securities  1988 - 1989
Shearson Lehman Brothers  1986 - 1988
Pacific Stock Exchange - Pacific Clearing   1985 - 1986

Skills
Investments, Mutual Funds, Finance, Trading, Securities, Asset Allocation

Education
Gonzaga University   1990 — 1993
Bachelor of Business Administration (BBA), Finance

Tucker Waits Tucker Waits Washington D.C. Metro Area Details
Tucker Waits's Lincoln Financial Advisors Experience October 2012 - May 2014
Job EFS at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC  May 2014 - Present
Uturn Equity Inc   March 2012 - Present
Lincoln Financial Advisors   October 2012 - May 2014
MassMutual Financial Group  September 2011 - March 2012
Uturn Equity Inc   October 2004 - September 2011
MassMutual Financial Group  January 2002 - October 2004
Citi  August 2000 - January 2002
Morgan Stanley  February 1999 - August 2000

Skills
Retirement Planning, Retirement

Education
Georgetown University   2004 — 2004
Executive Certificate in Financial Planning, Personal Finance

James Madison University   1994 — 1998
BBA, International Business

Langley High School   1990 — 1994

Alan Zirkle, CBAP Alan Zirkle, CBAP Fort Wayne, Indiana Area Details
Alan Zirkle, CBAP's Lincoln Financial Advisors Experience Senior Business AnalystLincoln Financial Group1997 - Present
Job Senior Business System Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Advisors   Senior Business AnalystLincoln Financial Group1997 - Present

Skills
Business Requirements, SDLC

Education
Indiana University Bloomington   1965 — 1974

William Matejka William Matejka Cleveland/Akron, Ohio Area Details
William Matejka's Lincoln Financial Advisors Experience 2001 - 2008
Job Retirement Advisor at Financial Network of America
Industry Financial Services
Experience
Financial Network of America   2010 - Present
Lincoln Financial Advisors   2001 - 2008
KeyBank  1990 - 2001

Skills
Real Estate, Asset Allocation, Estate Planning, Financial Planning, Finance, Insurance, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Retirement, Pensions, Retirement Planning, Series 7, Wealth Management, Wealth Management..., Strategic Financial...

Education
John Carroll University   1990 — 1994

University of Cincinnati   1988 — 1990

Lyra Howalt Lyra Howalt Roswell, Georgia Details
Lyra Howalt's Lincoln Financial Advisors Experience 2007 - 2012
Job Chief Financial Officer, North Fulton Hospital at Tenet Healthcare
Industry Hospital & Health Care
Experience
Tenet Healthcare  July 2013 - Present
Tenet Healthcare  2012 - 2013
Lincoln Financial Advisors   2007 - 2012
Chamberlin Edmonds & Associates   2006 - 2007
Tenet Healthcare Corporation  2004 - 2006
Lincoln Financial Advisors   2000 - 2004
Coventry Healthcare  1993 - 2000
Pricewaterhouse Coopers  1985 - 1987
Arthur Andersen LLP  1983 - 1985

Education
University of South Florida   1980 — 1983

Illinois College   1979 — 1980

Edwin Kerley Edwin Kerley Kansas City, Missouri Area Details
Edwin Kerley's Lincoln Financial Advisors Experience September 2003 - Present
Job Managing Director at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   September 2003 - Present
Lincoln Financial Advisors   June 2001 - September 2003
Lincoln Financial Advisors   January 1997 - June 2001
Lincoln Financial Advisors   October 1989 - January 1997
Coordinated Planning/HL Financial Group   August 1984 - October 1989

Education
Kansas State University   1980 — 1984
Bachelor of Science

Nathan Engquist Nathan Engquist Fort Wayne, Indiana Area Details
Nathan Engquist's Lincoln Financial Advisors Experience December 2002 - December 2003
Job .Net Developer at Intellectual Technology, Inc.
Industry Computer Software
Experience
Intellectual Technology, Inc.   October 2013 - Present
Broadridge Financial Solutions  December 2004 - October 2013
Broadridge Financial Solutions  December 2003 - December 2004
Lincoln Financial Advisors   December 2002 - December 2003
Lincoln Financial Advisors   December 1998 - December 2002

Skills
SSRS, Microsoft SQL Server, SQL, VB.NET, Stored Procedures, Databases, .NET, SDLC, Business Analysis, C#, Visual Basic, T-SQL, Visual Studio, Java, Windows, HTML, MS Project, Relational Databases, Software Development, ETL, Git, Database Design, Web Services, Web Applications, Testing

Education
Indiana University-Purdue University at Fort Wayne   1998 — 2003
BS, Computer and Information Sciences and Support Services

Indiana University—Purdue University Fort Wayne   1998 — 2003
BS, Information Systems

Brian Rubey Brian Rubey Bloomington/Normal, Illinois Area Details
Brian Rubey's Lincoln Financial Advisors Experience 2002 - 2005
Job Account Executive at Benefit Planning Associates
Industry Insurance
Experience
Benefit Planning Associates   January 2007 - Present
Securities America  July 2005 - November 2007
Lincoln Financial Advisors   2002 - 2005
Chicago Board of Trade  April 1993 - December 2001

Skills
Employee Benefits, Management, Disability Insurance, Fixed Annuities, Health Insurance, Life Insurance, Healthcare, Term Life Insurance, Customer Service, Long-term Care, Sales, Team Building, Leadership, Account Management, Fixed Income, Coaching, Marketing

Education
Indiana University - Kelley School of Business   1983 — 1987
Finance

Loyola Academy   1979 — 1983

Todd M. Jones, MBA Todd M. Jones, MBA Fort Wayne, Indiana Area Details
Todd M. Jones, MBA's Lincoln Financial Advisors Experience August 2014 - Present
Job Account Manager at Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Advisors   August 2014 - Present
Lincoln Financial Group  August 2012 - August 2014
One Resource Group  June 2004 - August 2012
Lincoln Financial Group  February 2000 - May 2004
Lincoln Financial Advisors   November 1997 - February 2000
Lincoln Financial Group  November 1996 - October 1997
Lincoln Financial Group  May 1996 - November 1996
Lincoln Financial Group  October 1993 - May 1996
Lincoln Financial Group  September 1989 - October 1993
Lincoln Foodservice Products  January 1986 - September 1989

Skills
Series 6, Series 7, Series 24, Series 63, Insurance, Administration, Compliance, Agents, Business Relationship..., FINRA, Customer Relations, Customer Service, Marketing Communications, Procedure Development, Project Management, Product Knowledge, Multi-Task Oriented, Problem Solving, Critical Thinking, Training & Development, Client Relationship..., Underwriting, Microsoft Office, Business Objects, Proprietary Insurance..., Laptop Utilization, 401k, Qualified Retirement..., DST, Life & Health Insurance..., CRM, Employee Training, Term Life Insurance, Life Insurance, Training, System Administration, Customer Satisfaction, Disability Insurance, Banking

Education
Indiana Wesleyan University   1997 — 1999
Master of Business Administration (MBA), Business

Indiana Wesleyan University   1994 — 1996
Bachelor of Science (BS), Business

International Business College   1984 — 1985
Associate in Accounting (AAS), Accounting

Shirley Craven Shirley Craven Fort Wayne, Indiana Area Details
Shirley Craven's Lincoln Financial Advisors Experience September 2004 - July 2005
Job Training Coordinator
Industry Professional Training & Coaching
Experience
Broadridge Corp.   April 2005 - August 2013
Lincoln Financial Advisors   September 2004 - July 2005
Lincoln Financial Group  April 1995 - July 2003
Manitowoc County Social Services   January 1983 - July 1990

Skills
Change Management, Process Improvement, Human Resources, Performance Management, Insurance, Project Management, Program Management, Leadership Development, Management, Business Analysis, Strategic Planning, Team Building, Discipline, Talent Management, Talent Acquisition, Management Consulting, Coaching, Employee Relations, Software Documentation, Employee Engagement, Interviews, Sourcing, Career Development

Education
Indiana Institute of Technology   2010 — 2013
Bachelor's degree, Organizational Leadership, 3.95 GPA

Lakeshore Technical College   1970 — 1972
Associate's degree, Business Administration and Management, General

Adria Youngblood Adria Youngblood Jacksonville, Florida Area Details
Adria Youngblood's Lincoln Financial Advisors Experience 1999 - 2001
Job AVP, Project Manager at Merrill Lynch
Industry Financial Services
Experience
Plexus Worldwide, Inc.   October 2013 - Present
Merrill Lynch  January 2010 - Present
Merrill Lynch  June 2001 - December 2009
Lincoln Financial Advisors   1999 - 2001
VALIC  1998 - 1999

Skills
Fixed Annuities, Financial Services, Relationship Management, Insurance, Mutual Funds, Operations Management, Business Analysis, Financial Advisory, Securities, Strategic Financial..., Project Management, Business Requirements, User Acceptance Testing

Education
Florida Community College at Jacksonville
Associate of Arts (AA)

Robert V Molenda Robert V Molenda Cincinnati, Ohio Details
Robert V Molenda's Lincoln Financial Advisors Experience 1970 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Lincoln Financial Advisors   1970 - Present
Lincoln Financial Advisors   January 1991 - September 2006

Education
Indiana University   1966 — 1969
Pre-Med

Barry Gray Barry Gray Greater Atlanta Area Details
Barry Gray's Lincoln Financial Advisors Experience January 2008 - May 2008
Job Project Manager
Industry Media Production
Experience
Acosta Productions   January 2011 - Present
Zurich Financial Services  March 2010 - August 2012
Merrill Lynch  April 2009 - June 2009
US Department of Treasury  April 2009 - May 2009
Lincoln Financial Advisors   January 2008 - May 2008
Federal Reserve Bank of Atlanta  June 2007 - September 2007

Skills
Microsoft Excel, Derivatives, Management, Finance, Equities, Bonds, Customer Service, Financial Planners, Budgets, Statistics, Microsoft Word, Treasury, Marketing, Recruiting, Structured Finance, Visual Basic, Database Administration, Windows, FrontPage, Lexis

Education
Kennesaw State University - Michael J. Coles College of Business   2004 — 2009
Accounting, Finance

Carie Glazer Casey Carie Glazer Casey Cleveland/Akron, Ohio Area Details
Carie Glazer Casey's Lincoln Financial Advisors Experience 2003 - 2005
Job Diversity and Inclusion Talent Acquistion
Industry Accounting
Experience
Deloitte Services LLP  2005 - Present
Lincoln Financial Advisors   2003 - 2005
CT Partners  1999 - 2003

Skills
Performance Management, Budgeting, Employee Relations, Compliance, Human Resources, Organizational..., Talent Acquisition, Change Management, Budgets, Management Consulting, Process Improvement, Recruiting

Education
University of Mount Union   1991 — 1995
BS, Business

Kent State University
Master of Business Administration (MBA)

Angel Albright Angel Albright Fort Wayne, Indiana Area Details
Angel Albright's Lincoln Financial Advisors Experience June 2004 - April 2005
Job Plan Compliance Auditor at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group  January 2010 - Present
Lincoln Financial Group  February 2008 - June 2009
Lincoln Financial Group  January 2007 - February 2008
Lincoln Financial Group  April 2005 - December 2006
Lincoln Financial Advisors   June 2004 - April 2005
Lincoln Financial Advisors   February 2004 - June 2004

Education
Indiana University—Purdue University Fort Wayne   2005 — 2007
Business, Post Bachelor in Accounting

Indiana University—Purdue University Fort Wayne   2000 — 2004
Business, Finance

Marilyn Varnau Marilyn Varnau Cincinnati Area Details
Marilyn Varnau's Lincoln Financial Advisors Experience July 2007 - March 2009
Job Office Administrative Professional
Industry Executive Office
Experience
Lincoln Financial Advisors   July 2007 - March 2009
Sibcy Cline Realtors  April 2003 - April 2005
Prohold Workholding, Inc.   March 1999 - March 2003
United States Navy  October 1977 - July 1998

Education
Embry-Riddle Aeronautical University   1977 — 1998
Prof Aeronautics and Aviation Admin, Career Counseling, Air Traffic Control, Secretarial Science plus a multitude of schools in the Navy.

Stephen J. Cribley, CFP® Stephen J. Cribley, CFP® Cleveland/Akron, Ohio Area Details
Stephen J. Cribley, CFP®'s Lincoln Financial Advisors Experience 2001 - 2009
Job Financial Planner for Business Owners, Executives and Individuals
Industry Financial Services
Experience
Financial Management Strategies, Inc.   August 2012 - Present
Ameriprise Financial Services, Inc.   December 2010 - August 2012
Berson-Sokol Agency, Inc.   2009 - 2010
Lincoln Financial Advisors   2001 - 2009

Skills
Retirement Planning, Strategic Financial..., Securities, Investment Advisory, Insurance, Investments, Asset Allocation, Portfolio Management

Education
Kent State University   1993 — 1996
BBA, Finance

Jennifer Caulk Jennifer Caulk Germantown, Maryland Details
Jennifer Caulk's Lincoln Financial Advisors Experience 2003 - 2006
Job Tax Accountant at URS Corporation
Industry Accounting
Experience
URS Corporation, An AECOM Company  November 2012 - Present
Coventry Health Care  October 2006 - November 2012
Lincoln Financial Advisors   2003 - 2006

Skills
Accounting, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Accounts Payable, Strategic Financial..., Access, Internal Audit, Process Improvement, Corporate Tax, Tax Returns, Account Reconciliation, Auditing

Education
Frostburg State University   1997 — 2002
Bachelor of Science, Business Administration with a concentration in Marketing

Carolyn Noyes Carolyn Noyes Fort Wayne, Indiana Area Details
Carolyn Noyes's Lincoln Financial Advisors Experience April 2001 - July 2006
Job EPIC Instructional Designer/Implementation Analyst at Parkview Health
Industry Hospital & Health Care
Experience
Parkview Health  July 2013 - Present
Parkview Health  April 2012 - July 2013
Investigo Corporation/Broadridge   June 2006 - April 2012
Lincoln Financial Advisors   April 2001 - July 2006
Lincoln Financial Group  1987 - 2006
Lincoln National Life  August 1999 - April 2001
Lincoln Re (now Swiss Re)   August 1996 - January 1999
Lincoln Re (now Swiss Re)   June 1992 - August 1996
Lincoln National Corporation EBD   October 1989 - June 1992
Lincoln National Corporation EBD   January 1987 - October 1989

Skills
Consulting, Customer Satisfaction, Microsoft Office, Finance, Process Engineering, Securities, Training, Coaching, Change Management, Program Management, CRM, Software Documentation, Healthcare, Process Improvement, Customer Service, Healthcare Information..., Hospitals, Leadership, Business Analysis, Analysis, Team Building, Strategic Planning, HIPAA, Financial Services

Education
Indiana University
Bachelor of Science, Business Administration

Indiana University
Business Administration

Indiana University
Business Administration

Indiana University
Business Administration

Indiana University
Business Administration

Indiana University Bloomington
bachelor of science, Business Administration and Management, General

Alana Boley Alana Boley Kalamazoo, Michigan Details
Alana Boley's Lincoln Financial Advisors Experience July 2004 - April 2005
Job Administrative Assistant seeking new opportunities
Industry Pharmaceuticals
Experience
MPI Research  December 2005 - December 2013
Lincoln Financial Advisors   July 2004 - April 2005
Riley & DeBrota, LLP   April 2003 - June 2004
Price Waterhouse Coopers  October 2000 - August 2001
HealthSouth  March 1999 - October 2000

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Outlook, CRO, Process Improvement

Education
Ferris State University   1986 — 1987

Perry S. Meyers Perry S. Meyers Highland Park, Illinois Details
Perry S. Meyers's Lincoln Financial Advisors Experience October 2012 - March 2015
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2015 - Present
Lincoln Financial Advisors   October 2012 - March 2015
William Blair and Company  May 2011 - October 2012
Chase Investment Services Corp.  March 2010 - April 2011
E*TRADE Financial  August 2009 - March 2010
Lincoln Financial Advisors   April 2004 - August 2009

Skills
Investments, Series 7, Series 63

Education
Florida State University   1998 — 1998
MS

University of Illinois at Urbana-Champaign   1993 — 1997
BS

Bryan Noll Bryan Noll Fort Wayne, Indiana Details
Bryan Noll's Lincoln Financial Advisors Experience June 2008 - September 2010
Job Registered Representative at Lincoln Financial
Industry Financial Services
Experience
Lincoln Financial Group  June 2013 - Present
Young's Home/Lawn Care   April 2012 - Present
Enterprise Rent-A-Car  October 2012 - June 2013
Stanley Steemer  March 2011 - October 2011
Target  November 2010 - April 2011
Indiana Institute of Technology  September 2010 - March 2011
Lincoln Financial Advisors   June 2008 - September 2010

Skills
Customer Service, Customer Satisfaction, Project Management, Management, Team Building, Team Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Computers, Java, Dreamweaver, HTML 5, Flash, Web Design, Outlook, Windows

Education
Western Governors University   2014 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations

Indiana Institute of Technology   2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management

Indiana University-Purdue University at Fort Wayne   2012 — 2012
Certificate(s), Web Page, Digital/Multimedia and Information Resources Design

Scott Harris CLTC Scott Harris CLTC Syracuse, New York Area Details
Scott Harris CLTC's Lincoln Financial Advisors Experience 2007 - 2013
Job Vice President at Key Private Bank
Industry Financial Services
Experience
Key Private Bank  2013 - Present
Lincoln Financial Advisors   2007 - 2013
John Hancock Financial Services/The Carta Group   February 2003 - June 2006
New England Financial  June 1988 - February 2003

Skills
Financial Planners, Wealth, Investments, Strategic Financial..., Series 63, Series 6, Retirement Planning, Fixed Annuities, IRAs, Retirement, Wealth Accumulation, Long-term Care, Disability Insurance, Education Funding, Financial Advisory

Education
Ithaca College   1983 — 1987
BA, Political Science/Economics

Ilana Bresky Ilana Bresky Tampa/St. Petersburg, Florida Area Details
Ilana Bresky's Lincoln Financial Advisors Experience November 2003 - December 2004
Job Apparel & Fashion Professional
Industry Apparel & Fashion
Experience
H&M  October 2008 - May 2009
Prairie Underground   October 2008 - February 2009
Sick Boy Vintage   May 2008 - October 2008
Sunnyside Vintage   August 2007 - May 2008
Lincoln Financial Advisors   November 2003 - December 2004

Education
Florida State University   2006 — 2008
Merchandising

Ned Bothfeld Ned Bothfeld Greater Chicago Area Details
Ned Bothfeld's Lincoln Financial Advisors Experience June 2008 - August 2008
Job Client Service Specialist
Industry Financial Services
Experience
Bothfeld Financial Partners   May 2015 - Present
Hall & Associates, LLC   July 2012 - May 2015
NiuBBall   September 2011 - May 2012
that's Zhejiang   May 2011 - May 2012
Joy School  December 2008 - May 2012
SEO Design Solutions  September 2010 - December 2010
Lincoln Financial Advisors   June 2008 - August 2008

Skills
Editing, Writing, Social Media, Blogging, Word, Wordpress, Twitter, Interviewing, Celebrity Interviews, Chinese culture

Education
Georgetown University   2013 — 2014
School of Continuing Studies, Certificate in Financial Planning

Zhejiang University   2011 — 2011
Chinese Language Immersion

Miami University   2004 — 2008
Bachelors, Communications

Matthew Anuszkiewicz Matthew Anuszkiewicz Greater New York City Area Details
Matthew Anuszkiewicz's Lincoln Financial Advisors Experience June 2009 - August 2009
Job Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   2012 - Present
J.P. Morgan   June 2011 - August 2011
Brigade Capital Management  November 2010 - April 2011
UBS Wealth Management  January 2010 - May 2010
Lincoln Financial Advisors   June 2009 - August 2009

Education
Fordham University   2008 — 2012
Bachelor of Science, Finance

Barbara Deckard Barbara Deckard Fort Wayne, Indiana Area Details
Barbara Deckard's Lincoln Financial Advisors Experience March 1991 - April 2002
Job Middle School Substitute at Huntington County Community School Corporation
Industry Primary/Secondary Education
Experience
Huntington County Community School Corporation  September 2004 - Present
Manchester University  February 2003 - June 2004
Lincoln Financial Advisors   March 1991 - April 2002

Skills
Teaching, Curriculum Design, PowerPoint, Microsoft Excel, Microsoft Word, Curriculum Development, Tutoring, Research, Lesson Planning, English, Switchboard Operator, Receptionist Duties, Admistrative Assistant

Education
International Business College   1986 — 1987
Certificate, Secretarial Science

Van Wert High School, Van Wert, Ohio   1972 — 1974
Diploma, Business Major

International Business College

Penny Stroman Penny Stroman Fort Wayne, Indiana Details
Penny Stroman's Lincoln Financial Advisors Experience February 2014 - November 2014
Job IT Professional
Industry Research
Experience
Lincoln Financial Advisors   February 2014 - November 2014
Open Systems Technologies  September 2012 - March 2013
NORC  July 2011 - July 2011
Arts United  2005 - 2010
Lincoln Financial Group  2000 - 2002

Skills
Requirements Analysis, Business Analysis, Visio, Business Requirements, Software Documentation, Process Improvement, Requirements Gathering, Vendor Management, PMO, SDLC, Business Process, SharePoint, Integration, Testing, IT Management, Software Project...

Education
Ivy Tech Community College   1982 — 1984
Associate's degree, Computer Programming

Brenner Brittany Brenner Brittany United States Details
Brenner Brittany's Lincoln Financial Advisors Experience Case RepresentativeLincoln Financial Group2011 - Present
Job Case Representative at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Advisors   Case RepresentativeLincoln Financial Group2011 - Present

Education
Indiana University-Purdue University Fort Wayne (IPFW)

Gus Shikarides Gus Shikarides Greater New York City Area Details
Gus Shikarides's Lincoln Financial Advisors Experience June 2008 - June 2008
Job Account Administration Representative at AIG
Industry Financial Services
Experience
AIG  September 2009 - Present
AIG  July 2008 - September 2009
Lincoln Financial Advisors   June 2008 - June 2008
Coca Cola Enterprises  May 2007 - August 2007

Skills
Banking, Account Management, Outlook, Microsoft Excel, Customer Service, Accounting, Insurance, Microsoft Office, PowerPoint, Microsoft Word

Education
Iona College   2008 — 2010
Masters of Business Administration, Financial Management

Iona College   2008 — 2010
Certificate, Infrastructure Management

Iona College   2004 — 2008
BA, Mathematics

Frank Gusmano Frank Gusmano Greater New York City Area Details
Frank Gusmano's Lincoln Financial Advisors Experience September 2008 - Present
Job Investment Advisor Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   September 2008 - Present
MetLife  March 2007 - September 2008
Vander Moolen USA   March 1996 - March 2007

Skills
Strategic Financial..., Employee Benefits, Financial Services, Health Insurance, Insurance, Investments, Series 7, Life Insurance, Finance, Series 63, Small Business, Securities, Trading, Mutual Funds, Financial Planning

Education
Hofstra University   1975 — 1980

tom kozimor tom kozimor Greater Chicago Area Details
tom kozimor's Lincoln Financial Advisors Experience July 2005 - July 2012
Job systems support at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   July 2005 - July 2012
Kemper Insurance  1995 - 2003
The Bradford Exchange  1985 - 1992

Skills
SDLC, MVS, AIX, Business Analysis, SQL, Systems Analysis, Financial Services, ETL, Visio, Business Intelligence, Requirements Gathering

Education
Northern Illinois University   1980 — 1982
BS, Computer Science

Northern Illinois University   1979 — 1982
bs, computers

Harper College   1976 — 1977

jeff rehling jeff rehling San Francisco Bay Area Details
jeff rehling's Lincoln Financial Advisors Experience February 2015 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   February 2015 - Present
Morgan Stanley  September 2011 - January 2015
Edward Jones  September 2010 - September 2011
Edward Jones  July 2007 - September 2010
US Air Force  January 2004 - September 2007

Education
Golden Gate University
Master of Public Administration (M.P.A.), Public Administration

University of Phoenix   2012 — 2012
MBA, Business Administration, Management and Operations

Webster University
Masters, Human Resource Management

Bob Fleischman Bob Fleischman Charlottesville, Virginia Area Details
Bob Fleischman's Lincoln Financial Advisors Experience December 1986 - April 2014
Job Retirement Advisor at The Fleischman Agency
Industry Financial Services
Experience
Lincoln Financial Advisors   December 1986 - April 2014

Skills
Investments, Insurance, Financial Planners, Employee Benefits, Fixed Annuities, Risk Management, Small Business, Series 63, Financial Planning, Financial Services

Education
James Madison University

James Madison University

Saied Zangenehpour CFP®, CRPC Saied Zangenehpour CFP®, CRPC Parrish, Florida Details
Saied Zangenehpour CFP®, CRPC's Lincoln Financial Advisors Experience November 2005 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   November 2005 - Present
MassMutual Financial Group  May 2003 - November 2005
Gateway  May 1993 - February 2001

Skills
Estate Planning, Retirement Planning, Business..., Financial Modeling, Financial Analysis, Defined Benefit, Defined Contribution, Financial Services

Education
Oregon State University   1974 — 1975
Master's degree, Electrical Engineering

Florida Institute of Technology   1972 — 1974
Master's degree, Computer Science

Norvetta Cannon Norvetta Cannon Fort Wayne, Indiana Area Details
Norvetta Cannon's Lincoln Financial Advisors Experience June 1990 - April 2009
Job Contract Manager at Ash Brokerage specializing in Advisor Support | Insurance Carrier Contracting
Industry Financial Services
Experience
Ash Brokerage  October 2014 - Present
Ash Brokerage  April 2011 - October 2014
Ash Brokerage  June 2011 - April 2012
Lincoln Financial Advisors   June 1990 - April 2009

Skills
Long-term Care, Marketing, Term Life Insurance, Sales, Life Insurance, Microsoft Office, Building Relationships, Customer Satisfaction, Lotus Notes, Financial Services, Producer Licensing, Claims Handling, Problem Solving, Tolerant & flexible to..., Variable Annuities, Call Centers, Payroll, Back Office, Qualified Retirement..., Cost Basis Reporting, Form 5500, Compensation & Benefit, Compensation & Benefits, Fixed Annuities, Insurance

Education
Indiana University Bloomington   1979 — 1984
Bachelor of Science Public Affairs, Policy and Administration

Annette Gray Annette Gray Greensboro, North Carolina Details
Annette Gray's Lincoln Financial Advisors Experience May 1980 - Present
Job Senior Underwriter at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   May 1980 - Present

Skills
Life Insurance, Insurance, Disability Insurance, Retirement, Underwriting, Long-term Care, Health Insurance, Risk Management, General Insurance

Education
Guilford College   1988 — 1991
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Bill Garbarino Bill Garbarino Danbury, Connecticut Details
Bill Garbarino's Lincoln Financial Advisors Experience April 2009 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   April 2009 - Present
Lincoln Financial Advisors   April 2009 - Present
Raymond James Financial Inc.  2005 - 2009
Morgan Stanley Wealth Management  February 1999 - September 2005

Education
LIU   1977 — 1980
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services

Iona College   1967 — 1971
Bachelor of Arts (B.A.), Philosophy and Religious Studies

Brett Rivers Brett Rivers Vienna, Virginia Details
Brett Rivers's Lincoln Financial Advisors Experience April 2007 - February 2013
Job
Industry
Experience
Lincoln Financial Advisors   April 2007 - February 2013

Education
George Mason University   2008 — 2014

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