Lincoln Financial Advisors
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Lincoln Financial Advisors Employees
Employee
Years
Job
Industry
Mark Saye Mark Saye's Lincoln Financial Advisors Experience March 2004 - Present
Job Regional Director, Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors March 2004 - Present
Mutual of America December 1999 - March 2004
Champs Sports June 1994 - November 1999
Chili's Grill & Bar 1985 - 1989
Skills
Series 6, Series 7, Series 24, Series 26, Series 63, Series 66, Mutual Funds, Defined Benefit, Pensions, Asset Allocation, Investments, Investment Advisory, Retirement Plan..., Securities, Insurance, Employee Benefits, ERISA, IRAs, Wealth Management
Education
LaGrange College 1990 — 1994
BBA, Management
Lincoln Financial Advisors March 2004 - Present
Mutual of America December 1999 - March 2004
Champs Sports June 1994 - November 1999
Chili's Grill & Bar 1985 - 1989
Skills
Series 6, Series 7, Series 24, Series 26, Series 63, Series 66, Mutual Funds, Defined Benefit, Pensions, Asset Allocation, Investments, Investment Advisory, Retirement Plan..., Securities, Insurance, Employee Benefits, ERISA, IRAs, Wealth Management
Education
LaGrange College 1990 — 1994
BBA, Management
Jay Babb Jay Babb's Lincoln Financial Advisors Experience September 2001 - July 2005
Job Owner at Secure Shredding and Recycling
Industry Information Services
Experience
Secure Shredding and Recycling October 2013 - Present
Marjon, LLC 2006 - Present
Information Management Solutions, LLC d/b/a: Exec-U-Store December 2006 - October 2013
Lincoln Financial Advisors September 2001 - July 2005
AXA/Equitable March 1986 - September 2001
Howard Weil June 1981 - February 1986
Congressman Gillis W. Long, U. S. House of Representatives January 1979 - February 1981
Skills
Organizational..., Detail Orientation, Consulting, Digital Imaging, Shredding, Small Business, Strategic Planning, Business Planning, New Business Development, Sales, Business Development, Investments, Start-ups, Negotiation, Marketing, Risk Management, Records Management, Sales Management, Entrepreneurship, Training, Management, Account Management, Team Leadership, Sales Process, Selling, Management Consulting, Executive Management, Strategic Partnerships, Strategy
Education
Louisiana State University 1974 — 1978
Bachelor of Science, Business Administration
Secure Shredding and Recycling October 2013 - Present
Marjon, LLC 2006 - Present
Information Management Solutions, LLC d/b/a: Exec-U-Store December 2006 - October 2013
Lincoln Financial Advisors September 2001 - July 2005
AXA/Equitable March 1986 - September 2001
Howard Weil June 1981 - February 1986
Congressman Gillis W. Long, U. S. House of Representatives January 1979 - February 1981
Skills
Organizational..., Detail Orientation, Consulting, Digital Imaging, Shredding, Small Business, Strategic Planning, Business Planning, New Business Development, Sales, Business Development, Investments, Start-ups, Negotiation, Marketing, Risk Management, Records Management, Sales Management, Entrepreneurship, Training, Management, Account Management, Team Leadership, Sales Process, Selling, Management Consulting, Executive Management, Strategic Partnerships, Strategy
Education
Louisiana State University 1974 — 1978
Bachelor of Science, Business Administration
Jacob Schmidt Jacob Schmidt's Lincoln Financial Advisors Experience July 2012 - December 2014
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Financial Planning Services April 2015 - Present
Financial Planning Services January 2015 - Present
Lincoln Financial Advisors July 2012 - December 2014
Lincoln Financial Group May 2011 - August 2011
Kiddie Prep School June 2008 - August 2010
Skills
Leadership, Analytical Skills, SPSS, Microsoft Excel, Mathematics, Economics, Music, Adaptability
Education
Olivet Nazarene University 2008 — 2012
Bachelor of Science (BS), Actuarial Science and Economics/Finance
Homestead High School 2004 — 2008
Academic Honors Diploma
Financial Planning Services April 2015 - Present
Financial Planning Services January 2015 - Present
Lincoln Financial Advisors July 2012 - December 2014
Lincoln Financial Group May 2011 - August 2011
Kiddie Prep School June 2008 - August 2010
Skills
Leadership, Analytical Skills, SPSS, Microsoft Excel, Mathematics, Economics, Music, Adaptability
Education
Olivet Nazarene University 2008 — 2012
Bachelor of Science (BS), Actuarial Science and Economics/Finance
Homestead High School 2004 — 2008
Academic Honors Diploma
Wayne E Cooksey's Lincoln Financial Advisors Experience June 1977 - Present
Job Investment Advisor Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors June 1977 - Present
Skills
Investments, Retirement Planning, Wealth Management, Retirement, Series 7, Strategic Financial..., Mutual Funds, Investment Advisory, Fixed Annuities, Estate Planning, Securities, Asset Allocation
Education
St. Louis University. St.Louis, Mo 1966 — 1969
M.S. Commerce, Business
Murray State University 1962 — 1965
B.S., Business
Lincoln Financial Advisors June 1977 - Present
Skills
Investments, Retirement Planning, Wealth Management, Retirement, Series 7, Strategic Financial..., Mutual Funds, Investment Advisory, Fixed Annuities, Estate Planning, Securities, Asset Allocation
Education
St. Louis University. St.Louis, Mo 1966 — 1969
M.S. Commerce, Business
Murray State University 1962 — 1965
B.S., Business
Katherine Mongulla Katherine Mongulla's Lincoln Financial Advisors Experience 2006 - 2008
Job Benefits Coordinator/Consultant
Industry Insurance
Experience
Aflac May 2014 - Present
Self-employed 2002 - Present
Katydid Productions August 2010 - Present
Lincoln Financial Advisors 2006 - 2008
Lehman Brothers 2004 - 2006
Oak Hill Capital 2001 - 2004
AR Media 1999 - 2001
Skills
Music, Classical, Singing, Opera, Oratorio, Music Education, Vocal Coaching, Vocal, Musical Theatre, Chamber Music, Choral, Performing Arts, Music Theory, Orchestral Music, Ensemble, Outlook, Excel, PowerPoint, Scheduling Management, Administrative Work, Research, Choral Conducting, Contemporary Music, Vocal Instruction, Theatre, Arts Administration, Voice Lessons, Music History, Sight Reading, Stage, Improvisation, Concerts, Acting, Jazz, Vocalist, Drama, Art Song, Dance, Plays, Theatrical Production
Education
Manhattan School of Music 1998 — 1999
Artist Diploma, Opera
The Hartt School 1992 — 1995
MM, Voice Performance
The College of Saint Rose 1988 — 1992
Bachelor of Science (B.S.), Music, Studio Concentration
The Second City
Acting and Improvisation
Aflac May 2014 - Present
Self-employed 2002 - Present
Katydid Productions August 2010 - Present
Lincoln Financial Advisors 2006 - 2008
Lehman Brothers 2004 - 2006
Oak Hill Capital 2001 - 2004
AR Media 1999 - 2001
Skills
Music, Classical, Singing, Opera, Oratorio, Music Education, Vocal Coaching, Vocal, Musical Theatre, Chamber Music, Choral, Performing Arts, Music Theory, Orchestral Music, Ensemble, Outlook, Excel, PowerPoint, Scheduling Management, Administrative Work, Research, Choral Conducting, Contemporary Music, Vocal Instruction, Theatre, Arts Administration, Voice Lessons, Music History, Sight Reading, Stage, Improvisation, Concerts, Acting, Jazz, Vocalist, Drama, Art Song, Dance, Plays, Theatrical Production
Education
Manhattan School of Music 1998 — 1999
Artist Diploma, Opera
The Hartt School 1992 — 1995
MM, Voice Performance
The College of Saint Rose 1988 — 1992
Bachelor of Science (B.S.), Music, Studio Concentration
The Second City
Acting and Improvisation
Geoffrey Spencer, CLU Geoffrey Spencer, CLU's Lincoln Financial Advisors Experience 2000 - 2002
Job Regional Vice President specializing in advanced Life Insurance and Long Term Care soutions for the independent advisor.
Industry Insurance
Experience
Genworth Financial December 2012 - Present
ING US March 2012 - October 2012
ING US October 2007 - March 2012
Ameriprise Financial Services, Inc. 2003 - 2007
Lincoln Financial Advisors 2000 - 2002
US Navy July 1988 - September 2000
Skills
Series 7, Series 63, Series 24, CLU, Dynamic Speaker, Presentations, Time Management, Sales, Analytics, Responsiveness, Customer Service, Customer Engagement, Training, Strategic Financial..., Insurance, Financial Planning, 401k, Retirement Planning, Life Insurance
Education
Metropolitan State University 2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Finance, General
Park Center High School
Genworth Financial December 2012 - Present
ING US March 2012 - October 2012
ING US October 2007 - March 2012
Ameriprise Financial Services, Inc. 2003 - 2007
Lincoln Financial Advisors 2000 - 2002
US Navy July 1988 - September 2000
Skills
Series 7, Series 63, Series 24, CLU, Dynamic Speaker, Presentations, Time Management, Sales, Analytics, Responsiveness, Customer Service, Customer Engagement, Training, Strategic Financial..., Insurance, Financial Planning, 401k, Retirement Planning, Life Insurance
Education
Metropolitan State University 2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Finance, General
Park Center High School
Scott Hartley Scott Hartley's Lincoln Financial Advisors Experience June 2004 - March 2007
Job Senior Consultant at Hitachi Consulting
Industry Management Consulting
Experience
Hitachi Consulting May 2015 - Present
Umpqua Bank April 2014 - May 2015
Sterling Bank September 2013 - April 2014
Sterling Bank March 2007 - September 2013
innerLux Photography May 2010 - December 2012
Lincoln Financial Advisors June 2004 - March 2007
Skills
Loans, Banking, Credit, Finance, Commercial Banking, Management, Credit Analysis, Small Business, Small Business Lending, Commercial Lending, Loan Origination, Cash Flow, Customer Service, Lines Of Credit, Underwriting, Teamwork, Problem Solving, Strategy, Relationship Building, Idea Person, Easily Adaptable, Writing, Communication, Teaching, Synthesizing, Pattern Recognition, Continuous Improvement, Intuitiveness, Sustainability, Emotional Intelligence, Team Leadership, Team Building, Strategic Vision, Knowledge-hungry Learner, Anticipation, Analysis, Photography, Strategic Planning
Education
Portland State University 2012 — 2015
Master of Business Administration (MBA)
Oregon State University 1999 — 2004
Business Administration, Finance, Political Science
Hitachi Consulting May 2015 - Present
Umpqua Bank April 2014 - May 2015
Sterling Bank September 2013 - April 2014
Sterling Bank March 2007 - September 2013
innerLux Photography May 2010 - December 2012
Lincoln Financial Advisors June 2004 - March 2007
Skills
Loans, Banking, Credit, Finance, Commercial Banking, Management, Credit Analysis, Small Business, Small Business Lending, Commercial Lending, Loan Origination, Cash Flow, Customer Service, Lines Of Credit, Underwriting, Teamwork, Problem Solving, Strategy, Relationship Building, Idea Person, Easily Adaptable, Writing, Communication, Teaching, Synthesizing, Pattern Recognition, Continuous Improvement, Intuitiveness, Sustainability, Emotional Intelligence, Team Leadership, Team Building, Strategic Vision, Knowledge-hungry Learner, Anticipation, Analysis, Photography, Strategic Planning
Education
Portland State University 2012 — 2015
Master of Business Administration (MBA)
Oregon State University 1999 — 2004
Business Administration, Finance, Political Science
Tim Helfer Tim Helfer's Lincoln Financial Advisors Experience 1987 - Present
Job Financial Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors 1987 - Present
Skills
Strategic Financial..., Investments, Financial Analysis, Portfolio Management, Insurance, Risk Management, Process Improvement, Retirement Planning, Wealth Management, Contract Negotiation, Finance
Education
Old Dominion University 1979 — 1983
Bachelor of Science (B.S.), Business Administration - Finance
Lincoln Financial Advisors 1987 - Present
Skills
Strategic Financial..., Investments, Financial Analysis, Portfolio Management, Insurance, Risk Management, Process Improvement, Retirement Planning, Wealth Management, Contract Negotiation, Finance
Education
Old Dominion University 1979 — 1983
Bachelor of Science (B.S.), Business Administration - Finance
Ray Parnell, Jr., MBA Ray Parnell, Jr., MBA's Lincoln Financial Advisors Experience April 2014 - Present
Job Financial Planner, Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors April 2014 - Present
Financial Planning October 2010 - March 2014
NORAD and USNORTHCOM April 2009 - September 2010
US Army 1988 - 2010
Skills
Financial Coaching, Strategic Financial..., Financial Analysis, Financial Risk..., College Savings Plans, College Education..., Financial Services, Business Coaching, Small Business..., DoD, Army, Operational Planning, Military Operations, Command, National Security, Military Experience, Homeland Security, Government
Education
Webster University 2008 — 2010
MBA, Business Management
Park University 1999 — 2002
BS, Management
Lincoln Financial Advisors April 2014 - Present
Financial Planning October 2010 - March 2014
NORAD and USNORTHCOM April 2009 - September 2010
US Army 1988 - 2010
Skills
Financial Coaching, Strategic Financial..., Financial Analysis, Financial Risk..., College Savings Plans, College Education..., Financial Services, Business Coaching, Small Business..., DoD, Army, Operational Planning, Military Operations, Command, National Security, Military Experience, Homeland Security, Government
Education
Webster University 2008 — 2010
MBA, Business Management
Park University 1999 — 2002
BS, Management
Alissa Hart's Lincoln Financial Advisors Experience June 2015 - Present
Job Account Services Team Lead, YMCA
Industry Public Relations and Communications
Experience
Lincoln Financial Advisors June 2015 - Present
Boys and Girls Clubs of America June 2013 - July 2014
Manchester College International Association January 2010 - May 2013
Hispanos Unidos January 2009 - May 2013
Manchester College Office of College Advancement September 2007 - November 2012
Halls Food Factory Express February 2009 - August 2009
Northern Indiana properties of Indiana Nature Conservancy 2004-2008 September 1999 - September 2007
Skills
Databases, Data Entry, Prezi, Fundraising, Word, Excel, Acess, Mediation, Customer Relations, Customer Service, Customer Satisfaction, Customer Experience, Data Analysis, Data Exchange, Database Management, Data Management, Conciliation, Dialvision
Education
Manchester College 2009 — 2013
Bachelor of the Arts Degree, Philosophy
Manchester College 2009 — 2012
Bachelor of Science (B.S.), Philosophy
Lincoln Financial Advisors June 2015 - Present
Boys and Girls Clubs of America June 2013 - July 2014
Manchester College International Association January 2010 - May 2013
Hispanos Unidos January 2009 - May 2013
Manchester College Office of College Advancement September 2007 - November 2012
Halls Food Factory Express February 2009 - August 2009
Northern Indiana properties of Indiana Nature Conservancy 2004-2008 September 1999 - September 2007
Skills
Databases, Data Entry, Prezi, Fundraising, Word, Excel, Acess, Mediation, Customer Relations, Customer Service, Customer Satisfaction, Customer Experience, Data Analysis, Data Exchange, Database Management, Data Management, Conciliation, Dialvision
Education
Manchester College 2009 — 2013
Bachelor of the Arts Degree, Philosophy
Manchester College 2009 — 2012
Bachelor of Science (B.S.), Philosophy
Jack McCaughan Jack McCaughan's Lincoln Financial Advisors Experience June 1988 - Present
Job Managing Director at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors June 1988 - Present
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Estate Planning, Investment Advisory, Financial Services, Series 7, Mutual Funds, Fixed Annuities, Insurance, Asset Allocation, Securities, Asset Management, Wealth Management, Series 63, Strategic Financial..., Life Insurance, Series 6, 401k
Education
Kutztown University of Pennsylvania 1976 — 1981
Bachelor of Science (BS), Special Education and Teaching
West Philadelphia Catholic High School for Boys 1973 — 1976
Lincoln Financial Advisors June 1988 - Present
Skills
Retirement Planning, Retirement, Investments, Financial Advisory, Estate Planning, Investment Advisory, Financial Services, Series 7, Mutual Funds, Fixed Annuities, Insurance, Asset Allocation, Securities, Asset Management, Wealth Management, Series 63, Strategic Financial..., Life Insurance, Series 6, 401k
Education
Kutztown University of Pennsylvania 1976 — 1981
Bachelor of Science (BS), Special Education and Teaching
West Philadelphia Catholic High School for Boys 1973 — 1976
Matt Hedley Matt Hedley's Lincoln Financial Advisors Experience August 2013 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors August 2013 - Present
Lincoln Financial Advisors August 2012 - August 2013
Wells Fargo November 2011 - August 2012
Jim McLean Golf School - Doral Resort and Spa September 2010 - September 2011
American Funds October 2007 - July 2010
Skills
Comprehensive Financial..., Wealth Management, Retirement Planning, Estate Planning, Investments, Finance, Risk Management, Tax, Strategic Financial..., Retirement, Series 7, Financial Advisory, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Financial Planners, Wealth, Securities, Financial Services
Education
Old Dominion University 2012 — 2013
Certified Financial Planner Graduate Program, Finance
Radford University 2003 — 2007
Bachelor of Arts (B.A.), Accounting
Lincoln Financial Advisors August 2013 - Present
Lincoln Financial Advisors August 2012 - August 2013
Wells Fargo November 2011 - August 2012
Jim McLean Golf School - Doral Resort and Spa September 2010 - September 2011
American Funds October 2007 - July 2010
Skills
Comprehensive Financial..., Wealth Management, Retirement Planning, Estate Planning, Investments, Finance, Risk Management, Tax, Strategic Financial..., Retirement, Series 7, Financial Advisory, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Financial Planners, Wealth, Securities, Financial Services
Education
Old Dominion University 2012 — 2013
Certified Financial Planner Graduate Program, Finance
Radford University 2003 — 2007
Bachelor of Arts (B.A.), Accounting
David DuMont FICF,CSA David DuMont FICF,CSA's Lincoln Financial Advisors Experience January 2000 - November 2005
Job Business Owners and Individual Financial Planning
Industry Financial Services
Experience
Strategic Planning Concepts January 2013 - Present
DuMont Financial November 2005 - Present
Lincoln Financial Advisors January 2000 - November 2005
Knights of Columbus May 1981 - November 1998
Skills
Estate Planning, Insurance, Retirement Planning, Financial Planning, Investments, Retirement, Small Business, Estate Tax Planning, Business Planning, Term Life Insurance, Disability Insurance, Health Insurance, Strategic Planning, Wealth, Life Insurance Audits, Whole Life, Strategic Financial..., Employee Benefits, Irrevocable Life..., Exit Strategies, Long Term Care Insurance, Life Insurance, Universal Life, Business Owner Planning, Business Strategy, Long-term Care, Advance Planning, Grats,Gruts,Idits,Cruts,..., Succession Planning, High Net Worth..., Creative Strategy, life Audits, Buy-sell Agreements, Financial Audits, Indexed Annuities, People Skills, zero estate tax planning, Finance, Fixed Annuities
Education
State of Michigan Insurance and CE, 1974 — 2015
Life,Health, LTC,DI, Series 6, 62,, State License, CE Insurance course's, American College, Pass
Sagemark LFA 2000 — 2005
LFA, Advanced planning technique's, business owner planning, planning techniques., Passed
Purdue University 1982 — 1983
Kinder Brothers, Estate planning Trust, Wills, Completed
Lansing Community College 1977 — 1978
Management, General, Project Management, pass
Greer tec 1971 — 1972
yes, Heavy Equipment operator, pass
O'rafferty and Grand Ledge 1969 — 1971
High School, Regular classes, Sports, and activities
Strategic Planning Concepts January 2013 - Present
DuMont Financial November 2005 - Present
Lincoln Financial Advisors January 2000 - November 2005
Knights of Columbus May 1981 - November 1998
Skills
Estate Planning, Insurance, Retirement Planning, Financial Planning, Investments, Retirement, Small Business, Estate Tax Planning, Business Planning, Term Life Insurance, Disability Insurance, Health Insurance, Strategic Planning, Wealth, Life Insurance Audits, Whole Life, Strategic Financial..., Employee Benefits, Irrevocable Life..., Exit Strategies, Long Term Care Insurance, Life Insurance, Universal Life, Business Owner Planning, Business Strategy, Long-term Care, Advance Planning, Grats,Gruts,Idits,Cruts,..., Succession Planning, High Net Worth..., Creative Strategy, life Audits, Buy-sell Agreements, Financial Audits, Indexed Annuities, People Skills, zero estate tax planning, Finance, Fixed Annuities
Education
State of Michigan Insurance and CE, 1974 — 2015
Life,Health, LTC,DI, Series 6, 62,, State License, CE Insurance course's, American College, Pass
Sagemark LFA 2000 — 2005
LFA, Advanced planning technique's, business owner planning, planning techniques., Passed
Purdue University 1982 — 1983
Kinder Brothers, Estate planning Trust, Wills, Completed
Lansing Community College 1977 — 1978
Management, General, Project Management, pass
Greer tec 1971 — 1972
yes, Heavy Equipment operator, pass
O'rafferty and Grand Ledge 1969 — 1971
High School, Regular classes, Sports, and activities
Christine M Bowker, CFP® , RICP, CRPC® Christine M Bowker, CFP® , RICP, CRPC®'s Lincoln Financial Advisors Experience January 2000 - Present
Job AVP, Participant Engagement, Lincoln Retirement Plan Services at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors January 2000 - Present
Skills
Retirement Planning, Mutual Funds, Series 7, Series 24, Retirement, 401k, Investments, Strategic Financial..., Wealth Management, Variable Annuities, Asset Allocation
Education
Penn State University
Bachelor of Science (B.S.), Biological Health
Ring gold HS
Lincoln Financial Advisors January 2000 - Present
Skills
Retirement Planning, Mutual Funds, Series 7, Series 24, Retirement, 401k, Investments, Strategic Financial..., Wealth Management, Variable Annuities, Asset Allocation
Education
Penn State University
Bachelor of Science (B.S.), Biological Health
Ring gold HS
William Will Douglas William Will Douglas's Lincoln Financial Advisors Experience March 1998 - July 2005
Job Finance Manager at Courtesy Acura
Industry Automotive
Experience
Courtesy Acura February 2013 - Present
Stevinson Automotive October 2011 - February 2013
Littleton Cyclery June 2006 - August 2011
ADP August 2005 - June 2006
Lincoln Financial Advisors March 1998 - July 2005
Lincoln Financial Group June 1997 - March 1998
Lincoln Financial Group November 1996 - February 1997
Skills
Fixed Annuities, Mutual Funds, Investments, Series 6, Sales, New Business Development, Automotive, Sales Management, Customer Satisfaction, Vehicles, Automobile, Customer Service, Marketing, Negotiation, Retail, Finance, Team Building, Credit, P, Customer Retention, Sales Process, Inventory Management, Sales Operations, Leadership, Profit, Pricing, Strategic Planning
Education
Milligan College 1992 — 1996
Accounting, Accounting, Business Administration
Courtesy Acura February 2013 - Present
Stevinson Automotive October 2011 - February 2013
Littleton Cyclery June 2006 - August 2011
ADP August 2005 - June 2006
Lincoln Financial Advisors March 1998 - July 2005
Lincoln Financial Group June 1997 - March 1998
Lincoln Financial Group November 1996 - February 1997
Skills
Fixed Annuities, Mutual Funds, Investments, Series 6, Sales, New Business Development, Automotive, Sales Management, Customer Satisfaction, Vehicles, Automobile, Customer Service, Marketing, Negotiation, Retail, Finance, Team Building, Credit, P, Customer Retention, Sales Process, Inventory Management, Sales Operations, Leadership, Profit, Pricing, Strategic Planning
Education
Milligan College 1992 — 1996
Accounting, Accounting, Business Administration
Jessica Leon's Lincoln Financial Advisors Experience February 2015 - May 2015
Job Student at Manhattanville College
Industry
Experience
Pell Wealth Partners September 2015 - Present
Manhattanville College Academic Resource Center August 2013 - Present
Manhattanville College Academic Resource Center August 2013 - Present
Manhattanville College Admissions Office August 2012 - Present
Inter-American Development Bank June 2015 - August 2015
Lincoln Financial Advisors February 2015 - May 2015
International Investment Group LLC. NYC May 2014 - July 2014
Skills
Spanish, Access, Higher Education, Microsoft Excel, Microsoft Word, PowerPoint, Research, Student Affairs, Bloomberg, Data Entry, Global Finance, Microsoft Office, Industry Research, Data Analysis, Economics, Social Media, Teamwork, Time Management, Social Networking, Event Planning, Facebook, Public Speaking
Education
Manhattanville College 2012 — 2016
Bachelor of Arts (B.A.), Finance and Business Management
Manhattanville College 2012 — 2016
Minor, Mathematics
Pell Wealth Partners September 2015 - Present
Manhattanville College Academic Resource Center August 2013 - Present
Manhattanville College Academic Resource Center August 2013 - Present
Manhattanville College Admissions Office August 2012 - Present
Inter-American Development Bank June 2015 - August 2015
Lincoln Financial Advisors February 2015 - May 2015
International Investment Group LLC. NYC May 2014 - July 2014
Skills
Spanish, Access, Higher Education, Microsoft Excel, Microsoft Word, PowerPoint, Research, Student Affairs, Bloomberg, Data Entry, Global Finance, Microsoft Office, Industry Research, Data Analysis, Economics, Social Media, Teamwork, Time Management, Social Networking, Event Planning, Facebook, Public Speaking
Education
Manhattanville College 2012 — 2016
Bachelor of Arts (B.A.), Finance and Business Management
Manhattanville College 2012 — 2016
Minor, Mathematics
Keith Blain Keith Blain's Lincoln Financial Advisors Experience 2006 - 2008
Job Senior Technology Consultant
Industry Information Technology and Services
Experience
Laketec Communications, Inc July 2015 - Present
Warwick Communications, Inc 2010 - June 2015
KW Blain & Associates 2008 - 2011
Lincoln Financial Advisors 2006 - 2008
Silkwood Office Systems, Inc. 1998 - 2002
Xerox Corporation 1990 - 1997
Unisys 1985 - 1990
Skills
VoIP, Unified Communications, Networking, Telecommunications, Sales Management, Telephony, Account Management, Solution Selling, Call Centers, Marketing, Management, Business Development, Sales, Selling, Marketing Strategy, Strategic Planning, Managed Services, Entrepreneurship, Direct Sales, New Business Development, Cloud Computing
Education
Ohio University 1979 — 1982
BBA
Laketec Communications, Inc July 2015 - Present
Warwick Communications, Inc 2010 - June 2015
KW Blain & Associates 2008 - 2011
Lincoln Financial Advisors 2006 - 2008
Silkwood Office Systems, Inc. 1998 - 2002
Xerox Corporation 1990 - 1997
Unisys 1985 - 1990
Skills
VoIP, Unified Communications, Networking, Telecommunications, Sales Management, Telephony, Account Management, Solution Selling, Call Centers, Marketing, Management, Business Development, Sales, Selling, Marketing Strategy, Strategic Planning, Managed Services, Entrepreneurship, Direct Sales, New Business Development, Cloud Computing
Education
Ohio University 1979 — 1982
BBA
Adam Ganjani's Lincoln Financial Advisors Experience June 2007 - September 2007
Job Analytical Lead, CPG at Google
Industry Internet
Experience
Google July 2013 - Present
Google December 2012 - June 2013
Google April 2012 - December 2012
Google February 2011 - March 2012
Aon Hewitt July 2009 - February 2011
Aon Consulting June 2009 - August 2009
Lincoln Financial Advisors June 2007 - September 2007
Skills
Strategy, Analytics, Business Strategy, Financial Modeling, Data Analysis, Sales, Strategic Planning, SQL, Creative Problem Solving, Compensation, Performance Management, Online Advertising, Digital Marketing, Digital Strategy
Education
Northwestern University 2005 — 2009
BA, Political Science, Business
Niles North High School 2001 — 2005
Google July 2013 - Present
Google December 2012 - June 2013
Google April 2012 - December 2012
Google February 2011 - March 2012
Aon Hewitt July 2009 - February 2011
Aon Consulting June 2009 - August 2009
Lincoln Financial Advisors June 2007 - September 2007
Skills
Strategy, Analytics, Business Strategy, Financial Modeling, Data Analysis, Sales, Strategic Planning, SQL, Creative Problem Solving, Compensation, Performance Management, Online Advertising, Digital Marketing, Digital Strategy
Education
Northwestern University 2005 — 2009
BA, Political Science, Business
Niles North High School 2001 — 2005
Jonathan Muhlendorf, CFP®'s Lincoln Financial Advisors Experience April 2002 - January 2005
Job Partner at Muhlendorf Shepherd Financial Group
Industry Financial Services
Experience
Muhlendorf Shepherd Financial Group January 2005 - Present
Lincoln Financial Advisors April 2002 - January 2005
Education
University of Virginia 1995 — 1999
Bachelor's degree, Cognitive Science
Old Dominion University 1999 — 2001
Certificate, Personal Financial Planning
Muhlendorf Shepherd Financial Group January 2005 - Present
Lincoln Financial Advisors April 2002 - January 2005
Education
University of Virginia 1995 — 1999
Bachelor's degree, Cognitive Science
Old Dominion University 1999 — 2001
Certificate, Personal Financial Planning
Jeff Jamieson Jeff Jamieson's Lincoln Financial Advisors Experience September 2001 - June 2005
Job Insurance Broker at Capital West Insurance
Industry Insurance
Experience
Capital West Insurance December 2012 - Present
Phoenix Based Professional Employer Organization October 2008 - April 2012
Livingston International Freight June 2007 - October 2008
Pure Fun Systems, LLC June 2005 - August 2007
Lincoln Financial Advisors September 2001 - June 2005
Simplified Employment Services March 2000 - September 2001
Simplified Employment Services March 1996 - March 2000
Skills
Insurance, Risk Management, Human Resources..., Professional Liability, New Business Development, Management, Employee Benefits, Customer Service, Team Building, Employee Group Benefits..., Operations Management, All Business and..., Operations, Business Strategy, Marketing, Commercial Insurance, Marketing Strategy, Sales Management, Strategic Planning
Education
Michigan State University 1983 — 1988
Bachelor's degree, Telecommunications Management
Universite D'Aix-Marseille III 1986 — 1987
French Language Diploma, French, Advertising and Media
Capital West Insurance December 2012 - Present
Phoenix Based Professional Employer Organization October 2008 - April 2012
Livingston International Freight June 2007 - October 2008
Pure Fun Systems, LLC June 2005 - August 2007
Lincoln Financial Advisors September 2001 - June 2005
Simplified Employment Services March 2000 - September 2001
Simplified Employment Services March 1996 - March 2000
Skills
Insurance, Risk Management, Human Resources..., Professional Liability, New Business Development, Management, Employee Benefits, Customer Service, Team Building, Employee Group Benefits..., Operations Management, All Business and..., Operations, Business Strategy, Marketing, Commercial Insurance, Marketing Strategy, Sales Management, Strategic Planning
Education
Michigan State University 1983 — 1988
Bachelor's degree, Telecommunications Management
Universite D'Aix-Marseille III 1986 — 1987
French Language Diploma, French, Advertising and Media
Emily Richardson Emily Richardson's Lincoln Financial Advisors Experience July 2015 - Present
Job Business Operations Manager at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors July 2015 - Present
Lincoln Financial Advisors 2011 - June 2015
Lincoln Financial Advisors December 2007 - 2011
Ameriprise Financial Services, Inc. January 2006 - August 2007
Skills
Series 24, Series 7, Series 66, Finance, Financial Services, Mutual Funds, Investments, Financial Planning, Securities, Insurance, Wealth Management, Investment Advisory, Retirement Planning
Education
Old Dominion University 2001 — 2005
Bachelor's Degree, Sociology
Lincoln Financial Advisors July 2015 - Present
Lincoln Financial Advisors 2011 - June 2015
Lincoln Financial Advisors December 2007 - 2011
Ameriprise Financial Services, Inc. January 2006 - August 2007
Skills
Series 24, Series 7, Series 66, Finance, Financial Services, Mutual Funds, Investments, Financial Planning, Securities, Insurance, Wealth Management, Investment Advisory, Retirement Planning
Education
Old Dominion University 2001 — 2005
Bachelor's Degree, Sociology
Sharon Ollis Sharon Ollis's Lincoln Financial Advisors Experience June 2004 - April 2010
Job Account Managment at Choice Designs Inc.
Industry Design
Experience
Choice Designs Inc. April 2010 - November 2014
Lincoln Financial Advisors June 2004 - April 2010
Lincoln Financial Group June 2004 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Budgets, C++, C, Inventory Management, Office Operations, Strategic Planning, Public Speaking, Teamwork, Social Media
Education
Mount Vernon Nazarene University 1974 — 1982
Bachelor's degree, Elementary Education and Teaching
Choice Designs Inc. April 2010 - November 2014
Lincoln Financial Advisors June 2004 - April 2010
Lincoln Financial Group June 2004 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Budgets, C++, C, Inventory Management, Office Operations, Strategic Planning, Public Speaking, Teamwork, Social Media
Education
Mount Vernon Nazarene University 1974 — 1982
Bachelor's degree, Elementary Education and Teaching
Mark Iniguez Mark Iniguez's Lincoln Financial Advisors Experience September 2005 - June 2006
Job Financial Services/Strategy Consultant In Transition: Delivering Outsized Growth through People, Strategy & Execution
Industry Banking
Experience
In Transition - Actively Pursuing new Opportunities August 2014 - Present
Santander Bank, N.A. March 2012 - August 2014
Santander Bank, N.A. March 2011 - March 2012
Wells Fargo May 2009 - March 2011
Wells Fargo (Wachovia Bank) March 2008 - April 2009
Lincoln Financial Distributors June 2006 - March 2008
Lincoln Financial Advisors September 2005 - June 2006
Lincoln Financial Group August 2004 - September 2005
Lincoln Financial Group July 2003 - August 2004
Goldman Sachs Asset Management January 2003 - June 2003
Skills
Financial Services, Banking, Retail Banking, Commercial Banking, Mutual Funds, Strategic Financial..., Strategic Planning, Business Strategy, Finance, Credit, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Credit Analysis, Essbase, Relationship Management, Mergers & Acquisitions, Project Management, Change Management, Securities, Insurance, Retirement Planning, Series 24, Series 7, Series 63
Education
University of Pennsylvania - The Wharton School
Post baccalaureate certificate, Finance and Accounting, 4.00 GPA
Northwestern University
BA, Psychology, Minor in Business Institutions, 3.71 GPA
In Transition - Actively Pursuing new Opportunities August 2014 - Present
Santander Bank, N.A. March 2012 - August 2014
Santander Bank, N.A. March 2011 - March 2012
Wells Fargo May 2009 - March 2011
Wells Fargo (Wachovia Bank) March 2008 - April 2009
Lincoln Financial Distributors June 2006 - March 2008
Lincoln Financial Advisors September 2005 - June 2006
Lincoln Financial Group August 2004 - September 2005
Lincoln Financial Group July 2003 - August 2004
Goldman Sachs Asset Management January 2003 - June 2003
Skills
Financial Services, Banking, Retail Banking, Commercial Banking, Mutual Funds, Strategic Financial..., Strategic Planning, Business Strategy, Finance, Credit, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Credit Analysis, Essbase, Relationship Management, Mergers & Acquisitions, Project Management, Change Management, Securities, Insurance, Retirement Planning, Series 24, Series 7, Series 63
Education
University of Pennsylvania - The Wharton School
Post baccalaureate certificate, Finance and Accounting, 4.00 GPA
Northwestern University
BA, Psychology, Minor in Business Institutions, 3.71 GPA
Mark J. Rowe, CLU, ChFC Mark J. Rowe, CLU, ChFC's Lincoln Financial Advisors Experience 1988 - 1991
Job Regional Specialist at TIME Financial, A Crump Company
Industry Insurance
Experience
TIME Financial, A Crump Company December 2014 - Present
The PenFacs Group September 2012 - November 2014
Lewis & Associates 2008 - September 2012
MVP Insurance Marketing / 3QFull Marketing / Mark Rowe & Associates 2000 - 2008
Asset Planning Solutions 1997 - 2000
John Hancock Financial Services 1991 - 1997
Lincoln Financial Advisors 1988 - 1991
LSG Insurance Partners 1983 - 1988
Massachusetts Mutual Life 1978 - 1983
Skills
Strategic Planning, Coaching, Estate Planning, Holistic Financial..., Life Insurance, Disability Insurance, Retirement Planning, Long Term Care Insurance, Investment Advisory
Education
Michigan State University 1975 — 1980
BA - Business, Risk Management, Finance, Insurance
Southfield High School 1972 — 1975
CFP
TIME Financial, A Crump Company December 2014 - Present
The PenFacs Group September 2012 - November 2014
Lewis & Associates 2008 - September 2012
MVP Insurance Marketing / 3QFull Marketing / Mark Rowe & Associates 2000 - 2008
Asset Planning Solutions 1997 - 2000
John Hancock Financial Services 1991 - 1997
Lincoln Financial Advisors 1988 - 1991
LSG Insurance Partners 1983 - 1988
Massachusetts Mutual Life 1978 - 1983
Skills
Strategic Planning, Coaching, Estate Planning, Holistic Financial..., Life Insurance, Disability Insurance, Retirement Planning, Long Term Care Insurance, Investment Advisory
Education
Michigan State University 1975 — 1980
BA - Business, Risk Management, Finance, Insurance
Southfield High School 1972 — 1975
CFP
Kimberly Bleck Kimberly Bleck's Lincoln Financial Advisors Experience January 2014 - Present
Job Registered Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors January 2014 - Present
Northwestern Mutual April 2013 - December 2013
Financial Planner October 2009 - March 2013
Help-U-Sell Real Estate January 2005 - September 2008
Association of University Centers January 2000 - January 2002
InsLogic Corporation January 1999 - January 2000
Delfin Systems January 1996 - January 1998
Trident Data Systems January 1994 - January 1996
Skills
Investments, Real Estate, Accounts Payable, Sales, Office Management, QuickBooks, Brokerage, Administrative..., Customer Service, Managing Accounts, Marketing, Microsoft Excel, FINRA, Financial Analysis, Uniform Combined State..., Microsoft Word, Microsoft Office, PowerPoint
Education
Mount St. Mary's University 1989 — 1991
Bachelor of Arts, Political Science
Lincoln Financial Advisors January 2014 - Present
Northwestern Mutual April 2013 - December 2013
Financial Planner October 2009 - March 2013
Help-U-Sell Real Estate January 2005 - September 2008
Association of University Centers January 2000 - January 2002
InsLogic Corporation January 1999 - January 2000
Delfin Systems January 1996 - January 1998
Trident Data Systems January 1994 - January 1996
Skills
Investments, Real Estate, Accounts Payable, Sales, Office Management, QuickBooks, Brokerage, Administrative..., Customer Service, Managing Accounts, Marketing, Microsoft Excel, FINRA, Financial Analysis, Uniform Combined State..., Microsoft Word, Microsoft Office, PowerPoint
Education
Mount St. Mary's University 1989 — 1991
Bachelor of Arts, Political Science
Richard P. Rojeck, CFP® Richard P. Rojeck, CFP®'s Lincoln Financial Advisors Experience September 1980 - Present
Job Managing Director, Pacific Southwest Region
Industry Financial Services
Experience
Lincoln Financial Advisors September 1980 - Present
Skills
Financial Advisory, Strategic Financial..., High Net Worth..., Retirement Planning, Mutual Funds, Financial Planners, Leadership, Investment Advisory, Estate Planning, Small Business, Investment Strategies, Series 7, Management, Asset Allocation, Retirement, IRAs, Personal Finance, Financial Planning
Education
Oregon State University
San Diego State University-California State University
Lincoln Financial Advisors September 1980 - Present
Skills
Financial Advisory, Strategic Financial..., High Net Worth..., Retirement Planning, Mutual Funds, Financial Planners, Leadership, Investment Advisory, Estate Planning, Small Business, Investment Strategies, Series 7, Management, Asset Allocation, Retirement, IRAs, Personal Finance, Financial Planning
Education
Oregon State University
San Diego State University-California State University
Barry Ransick Barry Ransick's Lincoln Financial Advisors Experience August 1979 - November 2004
Job Principal at Principled Wealth Advisors, LLC
Industry Financial Services
Experience
Principled Wealth Advisors, LLC November 2004 - Present
Waterfront East Condominium Homeowners Association January 2007 - Present
Lincoln Financial Advisors August 1979 - November 2004
InterVarsity Christian Fellowship/USA July 1975 - July 1979
Skills
Wealth Management, Financial Advisory, Investments, Retirement Planning, Securities, Financial Services, Wealth, Finance, Strategic Planning, FINRA, Wealth Management..., Series 7, Estate Planning, Investment Advisory, Asset Allocation, Strategic Financial...
Education
Miami University 1971 — 1975
BS, Mathematics and Economics
Principled Wealth Advisors, LLC November 2004 - Present
Waterfront East Condominium Homeowners Association January 2007 - Present
Lincoln Financial Advisors August 1979 - November 2004
InterVarsity Christian Fellowship/USA July 1975 - July 1979
Skills
Wealth Management, Financial Advisory, Investments, Retirement Planning, Securities, Financial Services, Wealth, Finance, Strategic Planning, FINRA, Wealth Management..., Series 7, Estate Planning, Investment Advisory, Asset Allocation, Strategic Financial...
Education
Miami University 1971 — 1975
BS, Mathematics and Economics
Ashley La Rose Ashley La Rose's Lincoln Financial Advisors Experience May 2006 - December 2013
Job Analytical Lab Technician at PDI
Industry
Experience
PDI February 2014 - Present
French Color and Fragrance January 2014 - February 2014
The Venetian August 2009 - February 2014
Frutarom January 2014 - January 2014
Lincoln Financial Advisors May 2006 - December 2013
Passaic Valley Sewerage Commissioners June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Event Planning, Customer Service, Statistics, Matlab, English, Process Scheduler, Data Entry, Outlook, Teamwork, Inventory Management, Social Networking, Windows, Time Management, Teaching, Software Documentation, Critical Thinking, Administrative..., Analysis, Editing, Chromatography, Spreadsheets, Leadership, Team Leadership, Customer Satisfaction, Office Administration, Public Speaking, NMR, Training, Data Analysis, Gas Chromatography, UV/Vis, Telephone Skills, SPSS, Spectroscopy, Office Management, Titration, Hospitality, Administration
Education
Montclair State University 2011 — 2013
Chemistry
PDI February 2014 - Present
French Color and Fragrance January 2014 - February 2014
The Venetian August 2009 - February 2014
Frutarom January 2014 - January 2014
Lincoln Financial Advisors May 2006 - December 2013
Passaic Valley Sewerage Commissioners June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Event Planning, Customer Service, Statistics, Matlab, English, Process Scheduler, Data Entry, Outlook, Teamwork, Inventory Management, Social Networking, Windows, Time Management, Teaching, Software Documentation, Critical Thinking, Administrative..., Analysis, Editing, Chromatography, Spreadsheets, Leadership, Team Leadership, Customer Satisfaction, Office Administration, Public Speaking, NMR, Training, Data Analysis, Gas Chromatography, UV/Vis, Telephone Skills, SPSS, Spectroscopy, Office Management, Titration, Hospitality, Administration
Education
Montclair State University 2011 — 2013
Chemistry
Andrew Tuell Andrew Tuell's Lincoln Financial Advisors Experience November 2014 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors November 2014 - Present
AXA Advisors March 2010 - November 2014
Vanguard May 2007 - March 2010
Skills
Investments, Asset Allocation, Risk Management, Business Planning, Life Insurance, Retirement Planning, Retirement Savings, Retirement Benefits, Health Insurance, Long Term Care Insurance, Asset Managment, Estate Planning, Finance, Insurance, 401k, Securities
Education
Northern Arizona University-The W. A. Franke College of Business 2005 — 2007
Finance/Marketing, Finance/Marketing
Tucson High School 1996 — 2000
Lincoln Financial Advisors November 2014 - Present
AXA Advisors March 2010 - November 2014
Vanguard May 2007 - March 2010
Skills
Investments, Asset Allocation, Risk Management, Business Planning, Life Insurance, Retirement Planning, Retirement Savings, Retirement Benefits, Health Insurance, Long Term Care Insurance, Asset Managment, Estate Planning, Finance, Insurance, 401k, Securities
Education
Northern Arizona University-The W. A. Franke College of Business 2005 — 2007
Finance/Marketing, Finance/Marketing
Tucson High School 1996 — 2000
Jonathan E. Carvajal Jonathan E. Carvajal's Lincoln Financial Advisors Experience June 2014 - Present
Job Strategy Consultant, Relationship Management, Cultural Diversity, Engagement Specialist, Business Development
Industry Financial Services
Experience
Lincoln Financial Advisors June 2014 - Present
AXA Advisors May 2011 - May 2014
Sprint July 2010 - May 2011
WCA (Web Credit Advisors) August 2009 - March 2010
JPMorgan Chase & Co. August 2007 - March 2009
Skills
Strategic Planning, Relationship Management, Entrepreneurship, Diversity & Inclusion, Global Leadership, Project Management, Lean Six Sigma, Social Impact, Business Development, Organizational Culture, Cross-functional Team..., Relationship Building, Personal Development, Business Strategy, Strategic Partnerships, Leadership Development, Research, Mentoring, Cross Functional Team..., Performance Improvement, Strategic Alliances, Management Consulting, Process Improvement, Curriculum Design, Nonprofits, Overcoming Adversity, Business Planning, Estate Planning, Wealth Management
Education
Seton Hall University 2003 — 2006
Bachelor of Science (BS), Biology
Penn State University 2001 — 2003
Biology
Don Bosco Preparatory High School 1997 — 2001
High School Diploma
United Global Shift (UGS)
Sustainable Global Leadership and Impact, Conscious Full Spectrum Training, System Shifts
Landmark Education
Forum, Advance
Lincoln Financial Advisors June 2014 - Present
AXA Advisors May 2011 - May 2014
Sprint July 2010 - May 2011
WCA (Web Credit Advisors) August 2009 - March 2010
JPMorgan Chase & Co. August 2007 - March 2009
Skills
Strategic Planning, Relationship Management, Entrepreneurship, Diversity & Inclusion, Global Leadership, Project Management, Lean Six Sigma, Social Impact, Business Development, Organizational Culture, Cross-functional Team..., Relationship Building, Personal Development, Business Strategy, Strategic Partnerships, Leadership Development, Research, Mentoring, Cross Functional Team..., Performance Improvement, Strategic Alliances, Management Consulting, Process Improvement, Curriculum Design, Nonprofits, Overcoming Adversity, Business Planning, Estate Planning, Wealth Management
Education
Seton Hall University 2003 — 2006
Bachelor of Science (BS), Biology
Penn State University 2001 — 2003
Biology
Don Bosco Preparatory High School 1997 — 2001
High School Diploma
United Global Shift (UGS)
Sustainable Global Leadership and Impact, Conscious Full Spectrum Training, System Shifts
Landmark Education
Forum, Advance
Tatiana Corporan Tatiana Corporan's Lincoln Financial Advisors Experience September 2013 - December 2013
Job Wealth Management Professional
Industry Financial Services
Experience
Banking and Financial Services Company January 2015 - Present
C. Wonder August 2014 - January 2015
Manhattanville College August 2013 - May 2014
Manhattanville College January 2012 - May 2014
Manhattanville College August 2011 - May 2014
Lincoln Financial Advisors September 2013 - December 2013
Department of the Treasury July 2012 - August 2012
World Summit on the Future of Haiti June 2010 - June 2010
Skills
Microsoft Office, PC, Mac, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Event Planning, AutoCAD, Time Management, Team Leadership, Organizational..., Bloomberg, Social Media, Marketing, Spanish, Analysis, Tutoring, Facebook, CRM, Sales
Education
Manhattanville College 2010 — 2014
Bachelor of Arts (BA), Economics
Community For Learning 2007 — 2010
St. George's School of Montreal 2005 — 2007
Banking and Financial Services Company January 2015 - Present
C. Wonder August 2014 - January 2015
Manhattanville College August 2013 - May 2014
Manhattanville College January 2012 - May 2014
Manhattanville College August 2011 - May 2014
Lincoln Financial Advisors September 2013 - December 2013
Department of the Treasury July 2012 - August 2012
World Summit on the Future of Haiti June 2010 - June 2010
Skills
Microsoft Office, PC, Mac, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Event Planning, AutoCAD, Time Management, Team Leadership, Organizational..., Bloomberg, Social Media, Marketing, Spanish, Analysis, Tutoring, Facebook, CRM, Sales
Education
Manhattanville College 2010 — 2014
Bachelor of Arts (BA), Economics
Community For Learning 2007 — 2010
St. George's School of Montreal 2005 — 2007
Mark Twombly, JD, MBA Mark Twombly, JD, MBA's Lincoln Financial Advisors Experience November 1996 - June 1998
Job SVP, Director of AML Intelligence Department at U.S. Bank
Industry Banking
Experience
U.S. Bank December 2013 - Present
FBI August 2012 - December 2013
FBI November 2008 - August 2012
FBI November 2003 - November 2008
U.S. Bank January 2003 - October 2003
Prudential Financial June 2001 - October 2002
Cetera Advisor Networks LLC June 1998 - June 2001
Lincoln Financial Advisors November 1996 - June 1998
Skills
Counterintelligence, Enforcement, Fraud, Counterterrorism, Intelligence Analysis, Intelligence, Securities, Government, Finance, AML, Investigation, Portfolio Management, Internal Investigations, Criminal Investigations, Risk Management, National Security, Homeland Security, Evidence, Policy, Criminal Justice, Financial Risk, Risk Assessment, Security Management, Law Enforcement..., Background Checks, Crisis Management, Forensic Analysis, Criminal Law, Business Intelligence, Cybercrime, Governance, Financial Analysis, Bank Secrecy Act, KYC, Due Diligence, Enhanced Due Diligence, Terrorist Financing, Anti Money Laundering, Law Enforcement, Private Investigations
Education
William Mitchell College of Law
JD, Law
University of St. Thomas
MBA, Finance
University of Minnesota-Duluth
BA, English, Political Science
U.S. Bank December 2013 - Present
FBI August 2012 - December 2013
FBI November 2008 - August 2012
FBI November 2003 - November 2008
U.S. Bank January 2003 - October 2003
Prudential Financial June 2001 - October 2002
Cetera Advisor Networks LLC June 1998 - June 2001
Lincoln Financial Advisors November 1996 - June 1998
Skills
Counterintelligence, Enforcement, Fraud, Counterterrorism, Intelligence Analysis, Intelligence, Securities, Government, Finance, AML, Investigation, Portfolio Management, Internal Investigations, Criminal Investigations, Risk Management, National Security, Homeland Security, Evidence, Policy, Criminal Justice, Financial Risk, Risk Assessment, Security Management, Law Enforcement..., Background Checks, Crisis Management, Forensic Analysis, Criminal Law, Business Intelligence, Cybercrime, Governance, Financial Analysis, Bank Secrecy Act, KYC, Due Diligence, Enhanced Due Diligence, Terrorist Financing, Anti Money Laundering, Law Enforcement, Private Investigations
Education
William Mitchell College of Law
JD, Law
University of St. Thomas
MBA, Finance
University of Minnesota-Duluth
BA, English, Political Science
Kelly Zito's Lincoln Financial Advisors Experience May 2010 - Present
Job Paraplanner The Resource Group of Rochester
Industry Financial Services
Experience
Lincoln Financial Advisors May 2010 - Present
Skills
Retirement Planning, Life Insurance
Education
LaSalle University
Nazareth College of Rochester
Bachelor of Science, Sociology
Lincoln Financial Advisors May 2010 - Present
Skills
Retirement Planning, Life Insurance
Education
LaSalle University
Nazareth College of Rochester
Bachelor of Science, Sociology
Alex Dampf Alex Dampf's Lincoln Financial Advisors Experience March 2009 - October 2010
Job Benefits Consultant at Pancoast Benefits
Industry Insurance
Experience
Pancoast Benefits October 2010 - Present
Lipscomb University Gold Network November 2010 - Present
Middle Tennessee Association of Health Underwriters May 2011 - August 2014
Lincoln Financial Advisors March 2009 - October 2010
Corporate Insurance Consultants March 2009 - October 2010
NASBA May 2007 - December 2008
Skills
Insurance, Employee Benefits, Benefits Management, Benefits Administration, Benefits Negotiation, Benefits Analysis, Health Savings Accounts, HRAs, Disability Insurance, Health Insurance, Dental Insurance, Vision Insurance, Account Management, Life Insurance, Human Resources, HRA, Healthcare, Marketing, Management, COBRA, Leadership, Strategic Planning
Education
Lipscomb University 2006 — 2010
BBA, Finance/Economics & Marketing
Pancoast Benefits October 2010 - Present
Lipscomb University Gold Network November 2010 - Present
Middle Tennessee Association of Health Underwriters May 2011 - August 2014
Lincoln Financial Advisors March 2009 - October 2010
Corporate Insurance Consultants March 2009 - October 2010
NASBA May 2007 - December 2008
Skills
Insurance, Employee Benefits, Benefits Management, Benefits Administration, Benefits Negotiation, Benefits Analysis, Health Savings Accounts, HRAs, Disability Insurance, Health Insurance, Dental Insurance, Vision Insurance, Account Management, Life Insurance, Human Resources, HRA, Healthcare, Marketing, Management, COBRA, Leadership, Strategic Planning
Education
Lipscomb University 2006 — 2010
BBA, Finance/Economics & Marketing
Thomas M. Fischer Thomas M. Fischer's Lincoln Financial Advisors Experience October 2009 - December 2010
Job Financial Advisor with 20 years eperience I specialize in comprehensive financial planning and wealth managemant
Industry Financial Services
Experience
NOVA Financial Services December 2010 - Present
Lincoln Financial Advisors October 2009 - December 2010
New York Life Insurance Company September 1995 - October 2009
Skills
Financial Planning, Portfolio Management, Insurance, Expert Listener, Retirement Planning, Estate Planning, Wealth Management, Investments, Real Estate, Action Sports, Professional Athletes, Strategic Financial..., Retirement, Professional Sports, Finance, Financial Services, Small Business, Fixed Annuities, Life Insurance, 401k, Mutual Funds, Financial Planners, Wealth, Real Estate Economics, Financial Advisory, Wealth Accumulation, Investment Advisory, Long Term Care Insurance, Long-term Care, Mortgage Lending, Disability Insurance, Investment Strategies, Term Life Insurance, Asset Allocation, Wealth Management..., Securities, Asset Management, Loans, Residential Mortgages, Mortgage Marketing
Education
Northern Arizona University 1987 — 1992
Business, Finance
Amphi High School 1983 — 1987
NOVA Financial Services December 2010 - Present
Lincoln Financial Advisors October 2009 - December 2010
New York Life Insurance Company September 1995 - October 2009
Skills
Financial Planning, Portfolio Management, Insurance, Expert Listener, Retirement Planning, Estate Planning, Wealth Management, Investments, Real Estate, Action Sports, Professional Athletes, Strategic Financial..., Retirement, Professional Sports, Finance, Financial Services, Small Business, Fixed Annuities, Life Insurance, 401k, Mutual Funds, Financial Planners, Wealth, Real Estate Economics, Financial Advisory, Wealth Accumulation, Investment Advisory, Long Term Care Insurance, Long-term Care, Mortgage Lending, Disability Insurance, Investment Strategies, Term Life Insurance, Asset Allocation, Wealth Management..., Securities, Asset Management, Loans, Residential Mortgages, Mortgage Marketing
Education
Northern Arizona University 1987 — 1992
Business, Finance
Amphi High School 1983 — 1987
Robert Smith CFA, CFP®, CRPC Robert Smith CFA, CFP®, CRPC's Lincoln Financial Advisors Experience 1996 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors 1996 - Present
Education
Marquette University 1977 — 1981
Bachelor of Science, Business - Marketing and Finance
Notre Dame High School 1973 — 1977
Lincoln Financial Advisors 1996 - Present
Education
Marquette University 1977 — 1981
Bachelor of Science, Business - Marketing and Finance
Notre Dame High School 1973 — 1977
Steven J Reina, MBA, ChFC® Steven J Reina, MBA, ChFC®'s Lincoln Financial Advisors Experience September 2014 - Present
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors September 2014 - Present
MetLife January 2009 - August 2014
JPMorgan Chase 2007 - 2008
UBS Wealth Management 2005 - 2006
AT&T 1999 - 2001
AT&T 1999 - 2001
Skills
Business Owner Solutions, Retirement Planning, Wealth Management..., Estate Conservation, Portfolio Analysis, Annuity Income, Insurance Protection
Education
New York University - Leonard N. Stern School of Business 1977 — 1982
BS, Management & International Business
New Jersey Institute of Technology 2002 — 2006
MBA, Finance
Msgr Farrell HS
Lincoln Financial Advisors September 2014 - Present
MetLife January 2009 - August 2014
JPMorgan Chase 2007 - 2008
UBS Wealth Management 2005 - 2006
AT&T 1999 - 2001
AT&T 1999 - 2001
Skills
Business Owner Solutions, Retirement Planning, Wealth Management..., Estate Conservation, Portfolio Analysis, Annuity Income, Insurance Protection
Education
New York University - Leonard N. Stern School of Business 1977 — 1982
BS, Management & International Business
New Jersey Institute of Technology 2002 — 2006
MBA, Finance
Msgr Farrell HS
Jeffrey R. Shearman Jeffrey R. Shearman's Lincoln Financial Advisors Experience January 2001 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors January 2001 - Present
National Life and Equity Services, Inc. May 1991 - December 2000
ML Systems 1986 - 1990
Skills
Strategic Financial..., Retirement, Retirement Planning, Wealth, Wealth Management, Securities, Finance, Investment Advisory, Estate Planning, Series 7, Asset Allocation, Strategic Planning, Employee Benefits, Plannning, Investments
Education
Pace University-Pleasantville/Briarcliff Campus 1970 — 1972
BA, History
Lincoln Financial Advisors January 2001 - Present
National Life and Equity Services, Inc. May 1991 - December 2000
ML Systems 1986 - 1990
Skills
Strategic Financial..., Retirement, Retirement Planning, Wealth, Wealth Management, Securities, Finance, Investment Advisory, Estate Planning, Series 7, Asset Allocation, Strategic Planning, Employee Benefits, Plannning, Investments
Education
Pace University-Pleasantville/Briarcliff Campus 1970 — 1972
BA, History
Julie Quick Julie Quick's Lincoln Financial Advisors Experience February 2000 - August 2006
Job Director of Financial Planning and Operations at Vision Capital Partners
Industry Financial Services
Experience
Vision Capital Partners August 2006 - Present
Lincoln Financial Advisors February 2000 - August 2006
Skills
Strategic Financial..., Wealth Management, Financial Modeling, Series 7, Asset Allocation, Financial Analysis, Retirement Planning, Mutual Funds, Investment Advisory, Investments, Securities, Portfolio Management, Compliance, Series 24, Alternative Investments, Financial Advisory, Investment Management
Education
Oakland University
Bachelor of Science (BS), Economics, Finance
Vision Capital Partners August 2006 - Present
Lincoln Financial Advisors February 2000 - August 2006
Skills
Strategic Financial..., Wealth Management, Financial Modeling, Series 7, Asset Allocation, Financial Analysis, Retirement Planning, Mutual Funds, Investment Advisory, Investments, Securities, Portfolio Management, Compliance, Series 24, Alternative Investments, Financial Advisory, Investment Management
Education
Oakland University
Bachelor of Science (BS), Economics, Finance
David Stribula's Lincoln Financial Advisors Experience July 2010 - February 2013
Job Retirement Associate at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
JPMorgan Chase February 2013 - February 2014
Lincoln Financial Advisors July 2010 - February 2013
Infinite Capital, LLC November 2008 - January 2009
Skills
Microsoft Office, Economics, Financial Analysis, Financial Modeling, Strategic Financial..., Research, Coaching, Training, Leadership, Risk Management, Retirement, Financial Advisory, Analysis, Investments, Finance, Financial Planning, Microsoft Excel, Financial Services, Customer Service
Education
CFA Institute
2015 Level I Candidate in the CFA Program
Ohio University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Economics
Vanguard March 2014 - Present
JPMorgan Chase February 2013 - February 2014
Lincoln Financial Advisors July 2010 - February 2013
Infinite Capital, LLC November 2008 - January 2009
Skills
Microsoft Office, Economics, Financial Analysis, Financial Modeling, Strategic Financial..., Research, Coaching, Training, Leadership, Risk Management, Retirement, Financial Advisory, Analysis, Investments, Finance, Financial Planning, Microsoft Excel, Financial Services, Customer Service
Education
CFA Institute
2015 Level I Candidate in the CFA Program
Ohio University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Economics
Andrew Yau Andrew Yau's Lincoln Financial Advisors Experience May 2010 - October 2013
Job Senior Assurance Associate at BDO LLP
Industry Financial Services
Experience
BDO USA, LLP August 2015 - Present
BDO USA, LLP October 2013 - July 2015
Lincoln Financial Advisors May 2010 - October 2013
Viacom September 2012 - December 2012
Skills
Microsoft Excel, Tax, Outlook, PowerPoint, Internal Controls, Financial Reporting, Access, Microsoft Office, Financial Analysis, Accounts Payable, Financial Accounting, QuickBooks, Accounting, Teamwork, Finance, Microsoft Word, Account Reconciliation, Auditing, Time Management
Education
Pace University - Lubin School of Business 2007 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
BDO USA, LLP August 2015 - Present
BDO USA, LLP October 2013 - July 2015
Lincoln Financial Advisors May 2010 - October 2013
Viacom September 2012 - December 2012
Skills
Microsoft Excel, Tax, Outlook, PowerPoint, Internal Controls, Financial Reporting, Access, Microsoft Office, Financial Analysis, Accounts Payable, Financial Accounting, QuickBooks, Accounting, Teamwork, Finance, Microsoft Word, Account Reconciliation, Auditing, Time Management
Education
Pace University - Lubin School of Business 2007 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Matthew Bloemer Matthew Bloemer's Lincoln Financial Advisors Experience October 2008 - March 2014
Job Internal Wholesaler
Industry Investment Management
Experience
American Funds March 2014 - Present
Lincoln Financial Advisors October 2008 - March 2014
MetLife December 2006 - October 2008
Zurich Insurance June 2003 - December 2006
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Portfolio Management, Investments, Insurance, Securities, Estate Planning, Employee Benefits, Disability Insurance, Strategic Financial..., 401k, Health Insurance, Retirement, Asset Management, Wealth Management, Limited Partnerships, 401k Rollovers, 529 Plans, Life Insurance, Long-term Care, IRAs, Investment Advisory, Financial Planners, Series 6, Series 7, Life & Health Insurance..., Equity Indexed Annuities, REIT, Investment Strategies, Asset Allocation, Financial Services, Medicare, Medicare Part D, Medicare Advantage, Supplements
Education
Monmouth University 2002 — 2006
Bachelor of Science, Business
American Funds March 2014 - Present
Lincoln Financial Advisors October 2008 - March 2014
MetLife December 2006 - October 2008
Zurich Insurance June 2003 - December 2006
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Portfolio Management, Investments, Insurance, Securities, Estate Planning, Employee Benefits, Disability Insurance, Strategic Financial..., 401k, Health Insurance, Retirement, Asset Management, Wealth Management, Limited Partnerships, 401k Rollovers, 529 Plans, Life Insurance, Long-term Care, IRAs, Investment Advisory, Financial Planners, Series 6, Series 7, Life & Health Insurance..., Equity Indexed Annuities, REIT, Investment Strategies, Asset Allocation, Financial Services, Medicare, Medicare Part D, Medicare Advantage, Supplements
Education
Monmouth University 2002 — 2006
Bachelor of Science, Business
Wardell Nottingham Wardell Nottingham's Lincoln Financial Advisors Experience June 1973 - Present
Job Investment Advisor Representative, Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors June 1973 - Present
Skills
Microsoft Office, Retirement, Risk Management, Team Leadership
Education
Norfolk State University 1960 — 1964
Bachelor In Science, Biology
Lincoln Financial Advisors June 1973 - Present
Skills
Microsoft Office, Retirement, Risk Management, Team Leadership
Education
Norfolk State University 1960 — 1964
Bachelor In Science, Biology
Christopher Knauer Christopher Knauer's Lincoln Financial Advisors Experience March 2012 - Present
Job Registered Representative at Lincoln Financial Advisors Corp.
Industry Financial Services
Experience
Lincoln Financial Advisors March 2012 - Present
Northwestern Mutual September 2011 - March 2012
Skills
Investments, Series 7, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, 401k, Strategic Financial..., Financial Analysis, Series 6, Insurance, Wealth Management, Estate Planning, Portfolio Management, Disability Insurance, IRAs, Life Insurance, Long-term Care, Financial Modeling, Finance
Education
Ohio University 2007 — 2011
Finance and International Business
Lincoln Financial Advisors March 2012 - Present
Northwestern Mutual September 2011 - March 2012
Skills
Investments, Series 7, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, 401k, Strategic Financial..., Financial Analysis, Series 6, Insurance, Wealth Management, Estate Planning, Portfolio Management, Disability Insurance, IRAs, Life Insurance, Long-term Care, Financial Modeling, Finance
Education
Ohio University 2007 — 2011
Finance and International Business
Adam J. Pusateri's Lincoln Financial Advisors Experience August 2002 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors August 2002 - Present
Skills
Asset Management, Certified Financial..., Insurance, Portfolio Management, Retirement Planning, Strategic Planning, Wealth Management
Education
Miami University 1998 — 2002
Double Major, Finance and General Business
Lincoln Financial Advisors August 2002 - Present
Skills
Asset Management, Certified Financial..., Insurance, Portfolio Management, Retirement Planning, Strategic Planning, Wealth Management
Education
Miami University 1998 — 2002
Double Major, Finance and General Business
Jin Kahng Jin Kahng's Lincoln Financial Advisors Experience 2004 - 2006
Job Consultant in Managed Care Contracts
Industry Biotechnology
Experience
Pro Unlimited, Inc. onsite at Genentech, Inc March 2014 - Present
Pro Unlimited, Inc. onsite at Genentech Inc. October 2013 - March 2014
Oracle Corporation 2008 - September 2013
LogicalApps Inc 2006 - 2008
Lincoln Financial Advisors 2004 - 2006
Skills
Administrative..., Training, Data Analysis, Management, Team Leadership, Event Planning, SaaS, Salesforce.com
Education
University of California, Irvine 2008 — 2010
Paralegal Cerificate, Paralegal
Stanford University 2000 — 2001
Masters, Social Sciences in Education
Loyola Marymount University 1996 — 2000
Bachelors, Psychology and Liberal Studies
Pro Unlimited, Inc. onsite at Genentech, Inc March 2014 - Present
Pro Unlimited, Inc. onsite at Genentech Inc. October 2013 - March 2014
Oracle Corporation 2008 - September 2013
LogicalApps Inc 2006 - 2008
Lincoln Financial Advisors 2004 - 2006
Skills
Administrative..., Training, Data Analysis, Management, Team Leadership, Event Planning, SaaS, Salesforce.com
Education
University of California, Irvine 2008 — 2010
Paralegal Cerificate, Paralegal
Stanford University 2000 — 2001
Masters, Social Sciences in Education
Loyola Marymount University 1996 — 2000
Bachelors, Psychology and Liberal Studies
Jason Carpenter Jason Carpenter's Lincoln Financial Advisors Experience January 1995 - December 1998
Job Partner, Avintus
Industry Financial Services
Experience
Doyle Cafe February 2015 - Present
Halo Productions, LLC January 2015 - Present
Avintus 1998 - Present
Lincoln Financial Advisors January 1995 - December 1998
Skills
401k, Retirement, Pensions, Employee Benefits, Retirement Planning, Small Business, Entrepreneurship, Executive Management, Business Planning, Defined Benefit, Finance, Strategic Planning, Start-ups, Payroll, Strategy, Consulting, Leadership, Sales, Management, Recruiting, New Business Development, Portfolio Management, Investment Advisory, Estate Planning, Wealth, Risk Management, ERISA, Securities, Pension Administration, Selling, IRAs, Marketing, Strategic Partnerships, Leadership Development
Education
Lipscomb University 1994 — 1997
Bachelor of Arts (B.A.), History
Southern Union State Community College 1992 — 1994
Doyle Cafe February 2015 - Present
Halo Productions, LLC January 2015 - Present
Avintus 1998 - Present
Lincoln Financial Advisors January 1995 - December 1998
Skills
401k, Retirement, Pensions, Employee Benefits, Retirement Planning, Small Business, Entrepreneurship, Executive Management, Business Planning, Defined Benefit, Finance, Strategic Planning, Start-ups, Payroll, Strategy, Consulting, Leadership, Sales, Management, Recruiting, New Business Development, Portfolio Management, Investment Advisory, Estate Planning, Wealth, Risk Management, ERISA, Securities, Pension Administration, Selling, IRAs, Marketing, Strategic Partnerships, Leadership Development
Education
Lipscomb University 1994 — 1997
Bachelor of Arts (B.A.), History
Southern Union State Community College 1992 — 1994
Madelyn Dreyer Madelyn Dreyer's Lincoln Financial Advisors Experience July 1978 - Present
Job Regional Director of Operations
Industry Financial Services
Experience
Lincoln Financial Advisors July 1978 - Present
Education
Manhattanville College
Stella Maris, Kobe Japan
Lincoln Financial Advisors July 1978 - Present
Education
Manhattanville College
Stella Maris, Kobe Japan
Gayle Giles, MBA Gayle Giles, MBA's Lincoln Financial Advisors Experience 2000 - 2004
Job REALTOR®
Industry Real Estate
Experience
Charles Rutenberg Realty January 2015 - Present
Classic Interior Solutions, LLC January 2004 - Present
NWBOC 2000 - Present
Weichert Realtors, Hallmark Properties March 2011 - January 2015
Lincoln Financial Advisors 2000 - 2004
AXA Advisors 1999 - 2000
Weichert Realtors-Bernardsville, NJ 1992 - 1994
Carol Groh & Associates 1989 - 1991
Skills
Real Estate, Selling, Residential Homes, Sellers, Sales, Investment Properties, Property, Single Family Homes, First Time Home Buyers, Referrals, Contract Negotiation, Relocation, Luxury, Buyers, Investments, Foreclosures, Move Up Buyers, Home Staging, Customer Service, Short Sales, Investors, New Home Sales, Condos, Townhomes, Home, Buyer Representation, REO, Real Estate Transactions, New Homes, Management, Negotiation, Marketing, Construction, Listings, Vacation Homes, Residential, Interior Design, Insurance, Budgeting, Staging, Realty, Business Planning, Strategic Planning, Real Property
Education
Fairleigh Dickinson University-Florham Campus 1977 — 1982
MBA, Finance
Montclair State University 1971 — 1975
BA, Mathematics
IFREC 1996 — 1996
LICENSE, REAL ESTATE SALES FLORIDA
Seminole State College 2004 — 2005
10 Credit Hours, Interior Design
West Essex Regional High School 1967 — 1971
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Charles Rutenberg Realty January 2015 - Present
Classic Interior Solutions, LLC January 2004 - Present
NWBOC 2000 - Present
Weichert Realtors, Hallmark Properties March 2011 - January 2015
Lincoln Financial Advisors 2000 - 2004
AXA Advisors 1999 - 2000
Weichert Realtors-Bernardsville, NJ 1992 - 1994
Carol Groh & Associates 1989 - 1991
Skills
Real Estate, Selling, Residential Homes, Sellers, Sales, Investment Properties, Property, Single Family Homes, First Time Home Buyers, Referrals, Contract Negotiation, Relocation, Luxury, Buyers, Investments, Foreclosures, Move Up Buyers, Home Staging, Customer Service, Short Sales, Investors, New Home Sales, Condos, Townhomes, Home, Buyer Representation, REO, Real Estate Transactions, New Homes, Management, Negotiation, Marketing, Construction, Listings, Vacation Homes, Residential, Interior Design, Insurance, Budgeting, Staging, Realty, Business Planning, Strategic Planning, Real Property
Education
Fairleigh Dickinson University-Florham Campus 1977 — 1982
MBA, Finance
Montclair State University 1971 — 1975
BA, Mathematics
IFREC 1996 — 1996
LICENSE, REAL ESTATE SALES FLORIDA
Seminole State College 2004 — 2005
10 Credit Hours, Interior Design
West Essex Regional High School 1967 — 1971
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Thomas B. Holding Thomas B. Holding's Lincoln Financial Advisors Experience December 1995 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors December 1995 - Present
Skills
Wealth Accumulation, Investment Advisory, Retirement Planning, Series 63, Estate Law, Small Business, Education Funding, Long-term Care, Retirement, Investments, Financial Advisory, Wealth Management, Trusts, Financial Analysis, Strategic Financial..., Insurance, 401k, Mutual Funds, Financial Planning, Strategic Planning
Education
Miami University 1981 — 1985
Bachelors, Finance & Marketing
Lincoln Financial Advisors December 1995 - Present
Skills
Wealth Accumulation, Investment Advisory, Retirement Planning, Series 63, Estate Law, Small Business, Education Funding, Long-term Care, Retirement, Investments, Financial Advisory, Wealth Management, Trusts, Financial Analysis, Strategic Financial..., Insurance, 401k, Mutual Funds, Financial Planning, Strategic Planning
Education
Miami University 1981 — 1985
Bachelors, Finance & Marketing
John Harrington, CFP® John Harrington, CFP®'s Lincoln Financial Advisors Experience 2003 - 2014
Job Financial Planner at Integrated Financial Partners, Inc.
Industry Financial Services
Experience
Integrated Financial Partners, Inc. November 2003 - Present
Lincoln Financial Advisors 2003 - 2014
Interact of Norwalk 1993 - 2014
Allmerica Financial January 1994 - November 2003
Skills
Retirement Planning, Wealth Management, Special Needs Planning, Estate Planning, Retirement, Investments, Financial Advisory, Personal Finance, Strategic Financial..., Series 7, Financial Services, Wealth Accumulation, Fee Only Planning, Family Income..., Education Funding, Tax Reduction Strategies, Portfolio Analysis, Mutual Funds, Legacy Planning, Beneficiary Planning, Charitable Gifting..., Life Insurance, Long Term Care Insurance, Business Owner Planning, Business Continuity..., Employee Educational..., Retirement Plans, SEP and SIMPLE Plans, Employee Benefits
Education
Manhattanville College 1976 — 1980
BA, Economics, History
Pocantico Hills
Sleepy Hollow HS
Integrated Financial Partners, Inc. November 2003 - Present
Lincoln Financial Advisors 2003 - 2014
Interact of Norwalk 1993 - 2014
Allmerica Financial January 1994 - November 2003
Skills
Retirement Planning, Wealth Management, Special Needs Planning, Estate Planning, Retirement, Investments, Financial Advisory, Personal Finance, Strategic Financial..., Series 7, Financial Services, Wealth Accumulation, Fee Only Planning, Family Income..., Education Funding, Tax Reduction Strategies, Portfolio Analysis, Mutual Funds, Legacy Planning, Beneficiary Planning, Charitable Gifting..., Life Insurance, Long Term Care Insurance, Business Owner Planning, Business Continuity..., Employee Educational..., Retirement Plans, SEP and SIMPLE Plans, Employee Benefits
Education
Manhattanville College 1976 — 1980
BA, Economics, History
Pocantico Hills
Sleepy Hollow HS
David Bregger, CFP David Bregger, CFP's Lincoln Financial Advisors Experience February 1995 - May 2002
Job President of Bregger & Associates, LLC
Industry Financial Services
Experience
Cambridge Investment Research, Inc. 2002 - Present
Bregger & Associates, LLC February 1995 - Present
Lincoln Financial Advisors February 1995 - May 2002
Copeland Companies May 1984 - February 1995
Skills
401k, Pensions, IRA's, Financial Planning, Investment Advisory, Investments, Retirement, Securities, Wealth Management, Retirement Planning, Asset Management, Insurance
Education
Northwood University 1980 — 1984
BBA, Marketing and Managment
Northwood University 1980 — 1984
BBA, Business Administration and Management, General
Cambridge Investment Research, Inc. 2002 - Present
Bregger & Associates, LLC February 1995 - Present
Lincoln Financial Advisors February 1995 - May 2002
Copeland Companies May 1984 - February 1995
Skills
401k, Pensions, IRA's, Financial Planning, Investment Advisory, Investments, Retirement, Securities, Wealth Management, Retirement Planning, Asset Management, Insurance
Education
Northwood University 1980 — 1984
BBA, Marketing and Managment
Northwood University 1980 — 1984
BBA, Business Administration and Management, General
Gloria Teal Santoro, M.A. CPM (Certified Proj Mgr)'s Lincoln Financial Advisors Experience July 1999 - September 2000
Job Enterprise Sr. Project Manager Mercy Health
Industry Information Technology and Services
Experience
Mercy Health fka Catholic Health Partners November 2013 - Present
Glory Vine Ministries International March 2003 - Present
Vantiv December 2012 - October 2013
Fifth Third Bank May 2012 - November 2012
Citi August 2011 - December 2011
Xerox Global Services April 2011 - August 2011
Fidelity Investments April 2006 - March 2009
PCWest, Inc January 2000 - April 2006
Lincoln Financial Advisors July 1999 - September 2000
Fidelity Investments January 1996 - January 1999
Skills
Banking Operations..., Financial Services..., Project Management..., PMP, Banking, Financial Services, Non-profit Director, Non-profit Program..., HR Project Management, Program Management, Agile & Waterfall..., Strategy, Leadership, Business Process..., Process Improvement, Change Management, Risk Management, Business Analysis, Management, Project Management, CRM, Vendor Management, Cross-functional Team..., Budgets, Team Building
Education
Xavier University 2010 — 2010
PMP, Project Management Certification
College of Mount St. Joseph 2001 — 2003
M.A., RPS
Thomas More College
BES, Business & Banking
Mother of Mercy High School 1972 — 1976
High School Diploma, College Prep
Mercy Health fka Catholic Health Partners November 2013 - Present
Glory Vine Ministries International March 2003 - Present
Vantiv December 2012 - October 2013
Fifth Third Bank May 2012 - November 2012
Citi August 2011 - December 2011
Xerox Global Services April 2011 - August 2011
Fidelity Investments April 2006 - March 2009
PCWest, Inc January 2000 - April 2006
Lincoln Financial Advisors July 1999 - September 2000
Fidelity Investments January 1996 - January 1999
Skills
Banking Operations..., Financial Services..., Project Management..., PMP, Banking, Financial Services, Non-profit Director, Non-profit Program..., HR Project Management, Program Management, Agile & Waterfall..., Strategy, Leadership, Business Process..., Process Improvement, Change Management, Risk Management, Business Analysis, Management, Project Management, CRM, Vendor Management, Cross-functional Team..., Budgets, Team Building
Education
Xavier University 2010 — 2010
PMP, Project Management Certification
College of Mount St. Joseph 2001 — 2003
M.A., RPS
Thomas More College
BES, Business & Banking
Mother of Mercy High School 1972 — 1976
High School Diploma, College Prep
Susan Stalteri Susan Stalteri's Lincoln Financial Advisors Experience August 2002 - September 2006
Job Vice President Charles Schwab & Co, Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. July 2011 - Present
Wings To Fly December 2011 - December 2013
MyMoneyPlace: A Financial Education & Empowerment Company For Women June 2010 - July 2011
The Stalteri Group July 2009 - July 2011
AIG Advisor Group August 2008 - April 2009
AIG Advisor Group September 2006 - August 2008
Lincoln Financial Advisors August 2002 - September 2006
Fifth Third Securities 2001 - 2002
LifeQuest Financial, Inc. 1999 - 2001
Oakbrook Financial Group, Inc. 1997 - 1999
Education
FINRA Exams
FINRA Licenses = 7, 24, 9, 10
National Louis University
BS Business Management, Business Management
Charles Schwab & Co., Inc. July 2011 - Present
Wings To Fly December 2011 - December 2013
MyMoneyPlace: A Financial Education & Empowerment Company For Women June 2010 - July 2011
The Stalteri Group July 2009 - July 2011
AIG Advisor Group August 2008 - April 2009
AIG Advisor Group September 2006 - August 2008
Lincoln Financial Advisors August 2002 - September 2006
Fifth Third Securities 2001 - 2002
LifeQuest Financial, Inc. 1999 - 2001
Oakbrook Financial Group, Inc. 1997 - 1999
Education
FINRA Exams
FINRA Licenses = 7, 24, 9, 10
National Louis University
BS Business Management, Business Management
Belinda Lusk Belinda Lusk's Lincoln Financial Advisors Experience 1995 - 2004
Job Vice President at Beverly Financial Group, Inc.
Industry Financial Services
Experience
Beverly Financial Group, Inc. January 2007 - Present
Smart Business Advisory and Consulting 2004 - 2006
Lincoln Financial Advisors 1995 - 2004
Education
Northern Illinois University
B.S.- Finance
Beverly Financial Group, Inc. January 2007 - Present
Smart Business Advisory and Consulting 2004 - 2006
Lincoln Financial Advisors 1995 - 2004
Education
Northern Illinois University
B.S.- Finance
Catherine Humbert-O'Kane Catherine Humbert-O'Kane's Lincoln Financial Advisors Experience January 2014 - May 2014
Job Aquatics Graduate Assistant at Texas A&M UniversityCommerce
Industry Recreational Facilities and Services
Experience
Texas A&M University-Commerce July 2015 - Present
Monmouth Beach Bathing Pavilion August 2008 - Present
Montclair State University August 2011 - May 2015
Lincoln Financial Advisors January 2014 - May 2014
Skills
Swimming, Social Media, Microsoft Office, Lifeguarding, Research, Microsoft Word, Event Planning, Social Networking, Leadership
Education
Texas A&M University-Commerce 2015 — 2017
Master's degree, Health, Kinesiology and Sport's Studies w/an emphasis in Sports Management and Recreation Management
Montclair State University 2011 — 2015
Bachelor of Science (BS), Business Administration with a Concentration in Marketing and Management
Middletown High School South 2007 — 2011
Texas A&M University-Commerce July 2015 - Present
Monmouth Beach Bathing Pavilion August 2008 - Present
Montclair State University August 2011 - May 2015
Lincoln Financial Advisors January 2014 - May 2014
Skills
Swimming, Social Media, Microsoft Office, Lifeguarding, Research, Microsoft Word, Event Planning, Social Networking, Leadership
Education
Texas A&M University-Commerce 2015 — 2017
Master's degree, Health, Kinesiology and Sport's Studies w/an emphasis in Sports Management and Recreation Management
Montclair State University 2011 — 2015
Bachelor of Science (BS), Business Administration with a Concentration in Marketing and Management
Middletown High School South 2007 — 2011
Elaine Shanley CFP (R)'s Lincoln Financial Advisors Experience 1995 - 1997
Job Wealth Management Advisor | Certified Divorce Financial Analyst | Family Business Owners | 19+ years experience
Industry Financial Services
Experience
Young & Company Wealth Management Strategies, LLC 1996 - Present
Lincoln Financial Advisors 1995 - 1997
Marriott Corporation 1993 - 1995
Skills
Certified Financial..., Personal Finance, Retirement Planning, Wealth Management, Employee Benefits, Financial Planning, Insurance Planning, Financial Advisory, Succession Planning, Estate Planning, Investment Banking, Alternative Investments, Small Business..., Long-term Care, Disability Insurance, Social Security, College Education..., Leadership, Financial Analysis, Budget Management, Self-funded
Education
University of Baltimore 1993 — 1996
MBA
Notre Dame of Maryland University 1989 — 1992
Bachelor of Arts (B.A.)
Young & Company Wealth Management Strategies, LLC 1996 - Present
Lincoln Financial Advisors 1995 - 1997
Marriott Corporation 1993 - 1995
Skills
Certified Financial..., Personal Finance, Retirement Planning, Wealth Management, Employee Benefits, Financial Planning, Insurance Planning, Financial Advisory, Succession Planning, Estate Planning, Investment Banking, Alternative Investments, Small Business..., Long-term Care, Disability Insurance, Social Security, College Education..., Leadership, Financial Analysis, Budget Management, Self-funded
Education
University of Baltimore 1993 — 1996
MBA
Notre Dame of Maryland University 1989 — 1992
Bachelor of Arts (B.A.)
Natalie Corrado Natalie Corrado's Lincoln Financial Advisors Experience December 2003 - February 2007
Job Customer Focused, Relationship Builder, Project Manager, Events Coordinator
Industry Education Management
Experience
Lake Forest Graduate School of Management February 2012 - Present
ITT Technical Institute March 2007 - November 2011
Lincoln Financial Advisors December 2003 - February 2007
Skills
Customer Service, Resume Writing, Microsoft Office, Higher Education, Leadership Development, Sales, Event Planning, Adult Education, Outlook, Non-profits, Training, System Administration, Research, Career Counseling, Career Development, Volunteer Management, Time Management, Community Outreach, Organizational..., Retaining Customers, Team Building, Human Resources, Educational Leadership, Fundraising, Event Management, Employee Training, Employee Relations, Workshop Facilitation, Data Analysis, Program Development, Career Management, Student Recruiting, Organizational..., Program Management
Education
Lake Forest Graduate School of Management 2013 — 2016
Master of Business Administration (MBA)
University of Illinois at Chicago 1999 — 2003
Bachelors, Sociology
Lake Forest Graduate School of Management February 2012 - Present
ITT Technical Institute March 2007 - November 2011
Lincoln Financial Advisors December 2003 - February 2007
Skills
Customer Service, Resume Writing, Microsoft Office, Higher Education, Leadership Development, Sales, Event Planning, Adult Education, Outlook, Non-profits, Training, System Administration, Research, Career Counseling, Career Development, Volunteer Management, Time Management, Community Outreach, Organizational..., Retaining Customers, Team Building, Human Resources, Educational Leadership, Fundraising, Event Management, Employee Training, Employee Relations, Workshop Facilitation, Data Analysis, Program Development, Career Management, Student Recruiting, Organizational..., Program Management
Education
Lake Forest Graduate School of Management 2013 — 2016
Master of Business Administration (MBA)
University of Illinois at Chicago 1999 — 2003
Bachelors, Sociology
Daniel Furtek Daniel Furtek's Lincoln Financial Advisors Experience January 2011 - May 2011
Job Equity Derivative Trade Support at HSBC
Industry Banking
Experience
HSBC July 2015 - Present
US Bank September 2013 - July 2015
3rd Generation Home Loans May 2012 - September 2013
RER, LLC October 2011 - February 2012
Lincoln Financial Advisors January 2011 - May 2011
Skills
Finance, Investments, Financial Analysis, Insurance, Credit Analysis, Access, Credit, Banking, Loans, Bloomberg, Microsoft Excel, Strategic Financial..., Financial Reporting, Outlook, Fixed Income, Bonds, Financial Advisory, Budgets, Real Estate, Mortgage Lending, Sales, Analysis, Asset Management, Valuation, Accounting, Trading, Team Building, Hedge Funds, Financial Planning
Education
Montclair State University 2010 — 2012
Bachelor's degree, Finance
Ocean County College 2008 — 2010
Associates degree, Applied Science; Business Administration
Lacey Township High School 2004 — 2008
Banking, Corporate, Finance, and Securities Law
HSBC July 2015 - Present
US Bank September 2013 - July 2015
3rd Generation Home Loans May 2012 - September 2013
RER, LLC October 2011 - February 2012
Lincoln Financial Advisors January 2011 - May 2011
Skills
Finance, Investments, Financial Analysis, Insurance, Credit Analysis, Access, Credit, Banking, Loans, Bloomberg, Microsoft Excel, Strategic Financial..., Financial Reporting, Outlook, Fixed Income, Bonds, Financial Advisory, Budgets, Real Estate, Mortgage Lending, Sales, Analysis, Asset Management, Valuation, Accounting, Trading, Team Building, Hedge Funds, Financial Planning
Education
Montclair State University 2010 — 2012
Bachelor's degree, Finance
Ocean County College 2008 — 2010
Associates degree, Applied Science; Business Administration
Lacey Township High School 2004 — 2008
Banking, Corporate, Finance, and Securities Law
Nick Bartlett's Lincoln Financial Advisors Experience September 2011 - May 2012
Job Regional Sales Executive at EarthCam
Industry Financial Services
Experience
EarthCam, Inc. October 2014 - Present
UPS June 2014 - September 2014
Transamerica 2013 - 2014
2K Manhattan August 2013 - November 2013
AQR Capital Management February 2013 - March 2013
Lincoln Financial Advisors September 2011 - May 2012
Lincoln Financial Advisors March 2010 - May 2011
Lincoln Financial Advisors December 2009 - January 2010
Skills
Asset Management, Financial Planning, Investments, Marketing Strategy, Strategic Planning, Product Management, Newsletters, Content Management, Google Analytics, Database Management, Direct Mail, Morningstar, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Insurance, Strategic Financial..., Marketing, Marketing Communications, Product Marketing, Direct Marketing, Database Admin, Finance, Management, Employee Benefits, Leadership, Event Planning, Customer Service, Sales
Education
Lynn University 2007 — 2011
Bachelor of Science, Business Administration and Finance
EarthCam, Inc. October 2014 - Present
UPS June 2014 - September 2014
Transamerica 2013 - 2014
2K Manhattan August 2013 - November 2013
AQR Capital Management February 2013 - March 2013
Lincoln Financial Advisors September 2011 - May 2012
Lincoln Financial Advisors March 2010 - May 2011
Lincoln Financial Advisors December 2009 - January 2010
Skills
Asset Management, Financial Planning, Investments, Marketing Strategy, Strategic Planning, Product Management, Newsletters, Content Management, Google Analytics, Database Management, Direct Mail, Morningstar, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Insurance, Strategic Financial..., Marketing, Marketing Communications, Product Marketing, Direct Marketing, Database Admin, Finance, Management, Employee Benefits, Leadership, Event Planning, Customer Service, Sales
Education
Lynn University 2007 — 2011
Bachelor of Science, Business Administration and Finance
Paul Chin Jr. Paul Chin Jr.'s Lincoln Financial Advisors Experience November 2006 - June 2011
Job Business Development Specialist at Virginia SBDC
Industry Photography
Experience
Virginia SBDC July 2015 - Present
Wheel Food LLC March 2014 - Present
RGB Imaging July 2012 - March 2014
Paul Chin Jr., Photographer January 2010 - June 2012
Lincoln Financial Advisors November 2006 - June 2011
Skills
Small Business, Social Media Marketing, Customer Service, Social Media, Retail, Photoshop, Adobe Creative Suite, Commercial Photography, Videography, Marketing Strategy, Online Advertising, Video, Team Building, Marketing, Sales, Event Photography, Photography, Facebook, Online Marketing, Advertising, Entrepreneurship, Public Speaking, Social Networking, Military, Email Marketing, Strategic Planning, Public Relations, Portrait Photography, Creative Direction, Blogging, Website Development, SEO, Graphic Design, Copywriting, WordPress, Digital Media, Web Design, Digital Marketing, Newsletters, Marketing Communications, Video Production, Google Analytics, Creative Writing, Direct Marketing, Video Editing, Storytelling, Brand Development, InDesign, New Media, Nintendo 64
Education
Mary Washington College 2002 — 2006
BS, Business
Lingnan University 2005 — 2006
Economics
Virginia SBDC July 2015 - Present
Wheel Food LLC March 2014 - Present
RGB Imaging July 2012 - March 2014
Paul Chin Jr., Photographer January 2010 - June 2012
Lincoln Financial Advisors November 2006 - June 2011
Skills
Small Business, Social Media Marketing, Customer Service, Social Media, Retail, Photoshop, Adobe Creative Suite, Commercial Photography, Videography, Marketing Strategy, Online Advertising, Video, Team Building, Marketing, Sales, Event Photography, Photography, Facebook, Online Marketing, Advertising, Entrepreneurship, Public Speaking, Social Networking, Military, Email Marketing, Strategic Planning, Public Relations, Portrait Photography, Creative Direction, Blogging, Website Development, SEO, Graphic Design, Copywriting, WordPress, Digital Media, Web Design, Digital Marketing, Newsletters, Marketing Communications, Video Production, Google Analytics, Creative Writing, Direct Marketing, Video Editing, Storytelling, Brand Development, InDesign, New Media, Nintendo 64
Education
Mary Washington College 2002 — 2006
BS, Business
Lingnan University 2005 — 2006
Economics
John Neyer John Neyer's Lincoln Financial Advisors Experience March 2000 - Present
Job Analyst at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors March 2000 - Present
Skills
CTT+, Mutual Funds, Series 7, CompTIA, Retirement Planning, Securities
Education
Xavier University 2004 — 2008
Master of Business Administration (MBA)
College of Mount St. Joseph
Bachelor of Science (BS), Business Administration and Management, General
Lincoln Financial Advisors March 2000 - Present
Skills
CTT+, Mutual Funds, Series 7, CompTIA, Retirement Planning, Securities
Education
Xavier University 2004 — 2008
Master of Business Administration (MBA)
College of Mount St. Joseph
Bachelor of Science (BS), Business Administration and Management, General
Jonathan Coll's Lincoln Financial Advisors Experience September 2012 - December 2012
Job Private Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley September 2013 - May 2014
Lincoln Financial Advisors September 2012 - December 2012
SunglassHut June 2012 - August 2012
Light Capital Group June 2012 - July 2012
Manhattanville College August 2010 - December 2011
UBS June 2011 - July 2011
Skills
Excel, Intermediate Japanese, PowerPoint, Microsoft Word, Research, Microsoft Office, Facebook, Social Networking, English, Economics, Teaching, Spanish, Investments, SPSS, Sales, Microsoft Excel, Finance, Public Speaking, Japanese, Data Analysis, Editing, Analysis, Teamwork, Higher Education, Statistics, Market Research, Leadership, Financial Analysis, Portfolio Management, Strategic Financial..., Bloomberg Terminal, Bloomberg, Time Management, Critical Thinking, Accounting
Education
Manhattanville College 2009 — 2013
Bachelor, Finance, Concentration Accounting, Minor Japanese
Colegio Adianez 2006 — 2009
Highschool Diploma
Morgan Stanley June 2014 - Present
Morgan Stanley September 2013 - May 2014
Lincoln Financial Advisors September 2012 - December 2012
SunglassHut June 2012 - August 2012
Light Capital Group June 2012 - July 2012
Manhattanville College August 2010 - December 2011
UBS June 2011 - July 2011
Skills
Excel, Intermediate Japanese, PowerPoint, Microsoft Word, Research, Microsoft Office, Facebook, Social Networking, English, Economics, Teaching, Spanish, Investments, SPSS, Sales, Microsoft Excel, Finance, Public Speaking, Japanese, Data Analysis, Editing, Analysis, Teamwork, Higher Education, Statistics, Market Research, Leadership, Financial Analysis, Portfolio Management, Strategic Financial..., Bloomberg Terminal, Bloomberg, Time Management, Critical Thinking, Accounting
Education
Manhattanville College 2009 — 2013
Bachelor, Finance, Concentration Accounting, Minor Japanese
Colegio Adianez 2006 — 2009
Highschool Diploma
Scott D. Lundberg CFP, MBA, CRPC's Lincoln Financial Advisors Experience August 2010 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors August 2010 - Present
Ameriprise Financial Services, Inc. April 2005 - August 2010
Education
Wayne State University 2003 — 2005
M.B.A, Finance
Michigan State University 1997 — 2001
B.A., Business Administration-Prelaw
Lincoln Financial Advisors August 2010 - Present
Ameriprise Financial Services, Inc. April 2005 - August 2010
Education
Wayne State University 2003 — 2005
M.B.A, Finance
Michigan State University 1997 — 2001
B.A., Business Administration-Prelaw
Jose E. Salazar, M.B.A. Jose E. Salazar, M.B.A.'s Lincoln Financial Advisors Experience January 2011 - May 2011
Job Academic Advisor Raritan Valley Community College
Industry Higher Education
Experience
Raritan Valley Community College June 2013 - Present
Raritan Valley Community College May 2012 - May 2013
Raritan Valley Community College November 2011 - April 2012
Emerald Financial Resources August 2011 - October 2011
Montclair State University January 2010 - August 2011
Lincoln Financial Advisors January 2011 - May 2011
Montclair State University October 2009 - May 2011
Target June 2008 - January 2011
Montclair State University May 2010 - August 2010
Skills
Leadership, Marketing, Time Management, Public Speaking, Event Planning, Higher Education, Management, Microsoft Office, Recruiting, Social Networking, Customer Service, Social Media, Data Entry, Program Management, Project Planning, Human Resources, Banners, ARGOS, Ektron, SharePoint, Windows, Mac iOS, Research, Accudemia
Education
Rutgers University 2013 — 2015
Master of Business Administration (M.B.A.), Marketing Research and Analytics, and Strategy and Leadership, 3.7 GPA
Montclair State University 2009 — 2011
Bachelor of Science (B.S.), Business Administration: Finance and International Business, GPA 3.2
Raritan Valley Community College 2007 — 2009
Associate of Arts (A.A.), Business - Liberal Arts, GPA 3.0
Raritan Valley Community College June 2013 - Present
Raritan Valley Community College May 2012 - May 2013
Raritan Valley Community College November 2011 - April 2012
Emerald Financial Resources August 2011 - October 2011
Montclair State University January 2010 - August 2011
Lincoln Financial Advisors January 2011 - May 2011
Montclair State University October 2009 - May 2011
Target June 2008 - January 2011
Montclair State University May 2010 - August 2010
Skills
Leadership, Marketing, Time Management, Public Speaking, Event Planning, Higher Education, Management, Microsoft Office, Recruiting, Social Networking, Customer Service, Social Media, Data Entry, Program Management, Project Planning, Human Resources, Banners, ARGOS, Ektron, SharePoint, Windows, Mac iOS, Research, Accudemia
Education
Rutgers University 2013 — 2015
Master of Business Administration (M.B.A.), Marketing Research and Analytics, and Strategy and Leadership, 3.7 GPA
Montclair State University 2009 — 2011
Bachelor of Science (B.S.), Business Administration: Finance and International Business, GPA 3.2
Raritan Valley Community College 2007 — 2009
Associate of Arts (A.A.), Business - Liberal Arts, GPA 3.0
Carol Lehner Carol Lehner's Lincoln Financial Advisors Experience January 2007 - Present
Job Planner Assistant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors January 2007 - Present
John Hancock Life Insurance Company (U.S.A.) April 1998 - July 2005
Phoenix Home Life January 1987 - July 1997
Skills
Retirement Planning, Retirement, Mutual Funds, Wealth Management, Investments, Insurance, Financial Services, Microsoft Excel, Life Insurance
Education
Northeastern University 1976 — 1980
Associates, Business Administration
Lincoln Financial Advisors January 2007 - Present
John Hancock Life Insurance Company (U.S.A.) April 1998 - July 2005
Phoenix Home Life January 1987 - July 1997
Skills
Retirement Planning, Retirement, Mutual Funds, Wealth Management, Investments, Insurance, Financial Services, Microsoft Excel, Life Insurance
Education
Northeastern University 1976 — 1980
Associates, Business Administration
John E. Lee, CFP® John E. Lee, CFP®'s Lincoln Financial Advisors Experience March 2003 - June 2005
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2011 - Present
TIAA-CREF August 2005 - September 2010
Lincoln Financial Advisors March 2003 - June 2005
Skills
Wealth Management
Education
Lamar University 1974 — 1978
Merrill Lynch November 2011 - Present
TIAA-CREF August 2005 - September 2010
Lincoln Financial Advisors March 2003 - June 2005
Skills
Wealth Management
Education
Lamar University 1974 — 1978
Trevor Coe Trevor Coe's Lincoln Financial Advisors Experience September 1999 - December 2001
Job Certified Financial Planner, professional
Industry Financial Services
Experience
Levine Group, LLC / NFP Advisor Services October 2005 - Present
Midsouth Pension Consultants, LLC January 2002 - October 2005
Lincoln Financial Advisors September 1999 - December 2001
Jack Lyon and Jones December 1998 - September 1999
Logan Aluminum May 1998 - August 1999
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Mutual Funds, Investments, Securities, Insurance, Employee Benefits, Life Insurance, Series 6, Disability Insurance, FINRA, Long Term Care Insurance, Small Business, Certified Financial..., Finance, Risk Management, Asset Management, Bonds, Series 7, Financial Planners, Long-term Care, Qualified Retirement..., Private Equity, Customer Service, Key Person Insurance, Pensions, Process Improvement, Strategic Financial..., ERISA, Equities, Accounting, Retirement Plan..., Uniform Combined State..., Series 63, Tax, IRAs, Auditing, Asset Allocation, Sarbanes-Oxley Act, 401k, Public Speaking
Education
Lipscomb University 1997 — 2001
Finance & Economics, Business Management
Levine Group, LLC / NFP Advisor Services October 2005 - Present
Midsouth Pension Consultants, LLC January 2002 - October 2005
Lincoln Financial Advisors September 1999 - December 2001
Jack Lyon and Jones December 1998 - September 1999
Logan Aluminum May 1998 - August 1999
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Mutual Funds, Investments, Securities, Insurance, Employee Benefits, Life Insurance, Series 6, Disability Insurance, FINRA, Long Term Care Insurance, Small Business, Certified Financial..., Finance, Risk Management, Asset Management, Bonds, Series 7, Financial Planners, Long-term Care, Qualified Retirement..., Private Equity, Customer Service, Key Person Insurance, Pensions, Process Improvement, Strategic Financial..., ERISA, Equities, Accounting, Retirement Plan..., Uniform Combined State..., Series 63, Tax, IRAs, Auditing, Asset Allocation, Sarbanes-Oxley Act, 401k, Public Speaking
Education
Lipscomb University 1997 — 2001
Finance & Economics, Business Management
David Bobrowsky, CFP® David Bobrowsky, CFP®'s Lincoln Financial Advisors Experience July 2002 - January 2009
Job Comprehensive Financial Planning and Advice, Founder Bay Area Professionals Give Back Network
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. June 2014 - Present
Bay Area Professionals Give Back Network May 2014 - Present
LPL Financial January 2009 - June 2014
Lincoln Financial Advisors July 2002 - January 2009
American Express Financial Advisors October 2000 - June 2002
Global Public Policy Project June 1999 - December 1999
Carnegie Council on Ethics and International Affairs February 1999 - June 1999
Earthjustice 1998 - 1999
Skills
Retirement Income..., Financial Planning, Investment Advisory, Personal Finance, Estate Planning, Retirement Planning, Investments, Long-term Care, Asset Management, Charitable Giving, Tax Strategies, Insurance Planning, Women's Finances, Wealth Management, Financial Advisory, Sudden Wealth
Education
New York University 1992 — 2003
MA, M.Phil, Politics
The Hebrew University 1991 — 1992
Graduate Studies, Politics
University of California, Los Angeles 1987 — 1991
BA, Political Science
Gateway Financial Advisors, Inc. June 2014 - Present
Bay Area Professionals Give Back Network May 2014 - Present
LPL Financial January 2009 - June 2014
Lincoln Financial Advisors July 2002 - January 2009
American Express Financial Advisors October 2000 - June 2002
Global Public Policy Project June 1999 - December 1999
Carnegie Council on Ethics and International Affairs February 1999 - June 1999
Earthjustice 1998 - 1999
Skills
Retirement Income..., Financial Planning, Investment Advisory, Personal Finance, Estate Planning, Retirement Planning, Investments, Long-term Care, Asset Management, Charitable Giving, Tax Strategies, Insurance Planning, Women's Finances, Wealth Management, Financial Advisory, Sudden Wealth
Education
New York University 1992 — 2003
MA, M.Phil, Politics
The Hebrew University 1991 — 1992
Graduate Studies, Politics
University of California, Los Angeles 1987 — 1991
BA, Political Science
Robert Sheehy Robert Sheehy's Lincoln Financial Advisors Experience August 2014 - December 2014
Job Trading & Operations Intern at Blue Ridge Capital
Industry Financial Services
Experience
Blue Ridge Capital March 2015 - July 2015
Lincoln Financial Advisors August 2014 - December 2014
Toys R Us November 2010 - September 2014
Planned Parenthood Hudson Peconic April 2013 - November 2013
Manhattanville College September 2012 - December 2012
Skills
Financial Modeling, Investment Analysis, Public Speaking, Bloomberg Software, Forecasting, Customer Service, Economics, Team Building, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, PowerPoint, Photoshop, Teamwork, Research, Data Analysis
Education
Pace University - Lubin School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Manhattanville College 2010 — 2014
Bachelor of Arts (B.A.), Finance, Communication Studies
Blue Ridge Capital March 2015 - July 2015
Lincoln Financial Advisors August 2014 - December 2014
Toys R Us November 2010 - September 2014
Planned Parenthood Hudson Peconic April 2013 - November 2013
Manhattanville College September 2012 - December 2012
Skills
Financial Modeling, Investment Analysis, Public Speaking, Bloomberg Software, Forecasting, Customer Service, Economics, Team Building, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, PowerPoint, Photoshop, Teamwork, Research, Data Analysis
Education
Pace University - Lubin School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Manhattanville College 2010 — 2014
Bachelor of Arts (B.A.), Finance, Communication Studies
Greg Mancina's Lincoln Financial Advisors Experience July 2011 - March 2012
Job Wealth Advisor at Foundry Wealth Advisors, LLC
Industry Financial Services
Experience
Foundry Wealth Advisors, LLC August 2015 - Present
Axinovate Technology N.A. January 2014 - September 2015
Merrill Lynch March 2012 - December 2013
Lincoln Financial Advisors July 2011 - March 2012
VALIC October 2009 - July 2011
JPMorgan Chase February 2006 - October 2009
Skills
Series 7, Series 63, Operations Management, International..., Business Planning, Sales Management, Finance, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Investment Strategies, Securities, Financial Planning, Management, Strategic Planning, Mortgage Lending, Risk Management, Leadership, Financial Analysis, Insurance
Education
Louisiana State University 1999 — 2004
Bachlor of Arts and Science, Economics Internal Audit
Foundry Wealth Advisors, LLC August 2015 - Present
Axinovate Technology N.A. January 2014 - September 2015
Merrill Lynch March 2012 - December 2013
Lincoln Financial Advisors July 2011 - March 2012
VALIC October 2009 - July 2011
JPMorgan Chase February 2006 - October 2009
Skills
Series 7, Series 63, Operations Management, International..., Business Planning, Sales Management, Finance, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Investment Strategies, Securities, Financial Planning, Management, Strategic Planning, Mortgage Lending, Risk Management, Leadership, Financial Analysis, Insurance
Education
Louisiana State University 1999 — 2004
Bachlor of Arts and Science, Economics Internal Audit
Shan Du Shan Du's Lincoln Financial Advisors Experience May 2014 - August 2014
Job Investment Analyst at Endurance
Industry Financial Services
Experience
Endurance June 2015 - Present
Clark Dodge Asset Management February 2015 - May 2015
Manhattanville College January 2015 - May 2015
Manhattanville College January 2015 - May 2015
Manhattanville College May 2013 - May 2015
Manhattanville College September 2012 - May 2015
Manhattanville College August 2012 - May 2015
Siller and Cohen Family Wealth Advisors September 2014 - December 2014
Manhattanville College September 2012 - September 2014
Lincoln Financial Advisors May 2014 - August 2014
Skills
Mandarin Chinese, Cantonese, English, Calculus, Microsoft Office, Cross Country, Running, Microsoft Word, Microsoft Excel, Adobe Photoshop, PowerPoint, Outlook, wxMaxima, Salesforce.com, Statistics, Access, Microsoft Publisher, Microsoft Exchange, Community Outreach, Mandarin, Finance
Education
Manhattanville College 2012 — 2015
Bachelor of Arts (B.A.), Finance, Psychology, Mathematics, Marketing
Endurance June 2015 - Present
Clark Dodge Asset Management February 2015 - May 2015
Manhattanville College January 2015 - May 2015
Manhattanville College January 2015 - May 2015
Manhattanville College May 2013 - May 2015
Manhattanville College September 2012 - May 2015
Manhattanville College August 2012 - May 2015
Siller and Cohen Family Wealth Advisors September 2014 - December 2014
Manhattanville College September 2012 - September 2014
Lincoln Financial Advisors May 2014 - August 2014
Skills
Mandarin Chinese, Cantonese, English, Calculus, Microsoft Office, Cross Country, Running, Microsoft Word, Microsoft Excel, Adobe Photoshop, PowerPoint, Outlook, wxMaxima, Salesforce.com, Statistics, Access, Microsoft Publisher, Microsoft Exchange, Community Outreach, Mandarin, Finance
Education
Manhattanville College 2012 — 2015
Bachelor of Arts (B.A.), Finance, Psychology, Mathematics, Marketing
Kristen Francis Kristen Francis's Lincoln Financial Advisors Experience February 2008 - October 2008
Job Office Coordinator at NAI Northern California
Industry Commercial Real Estate
Experience
NAI Northern California June 2015 - Present
Waypoint Homes August 2012 - June 2015
SureShred Security June 2011 - August 2012
Restoration Hardware March 2010 - August 2010
Lincoln Financial Advisors February 2008 - October 2008
Ameriprise Financial Services February 2007 - September 2007
AT&T July 2005 - October 2006
Marie Callender's Pie Shops March 2002 - July 2005
Skills
Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Client Billing, Accounts Receivable, Editing, Accounts Payable, Administrative..., Public Speaking, Leadership, Administrative...
Education
Las Positas College 2001 — 2005
Theater Arts
Las Positas College 2001 — 2005
Theatre/Theater
NAI Northern California June 2015 - Present
Waypoint Homes August 2012 - June 2015
SureShred Security June 2011 - August 2012
Restoration Hardware March 2010 - August 2010
Lincoln Financial Advisors February 2008 - October 2008
Ameriprise Financial Services February 2007 - September 2007
AT&T July 2005 - October 2006
Marie Callender's Pie Shops March 2002 - July 2005
Skills
Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Client Billing, Accounts Receivable, Editing, Accounts Payable, Administrative..., Public Speaking, Leadership, Administrative...
Education
Las Positas College 2001 — 2005
Theater Arts
Las Positas College 2001 — 2005
Theatre/Theater
Charlotte Cowan Geletka CRPC Charlotte Cowan Geletka CRPC's Lincoln Financial Advisors Experience May 2007 - Present
Job Investment Advisor Represenative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2007 - Present
Lincoln Financial Advisors 2007 - Present
Lincoln Financial Group September 2004 - May 2007
Nationwide Insurance May 2003 - September 2004
Skills
Series 6, Retirement Planning, Fixed Annuities, Series 63, Retirement, Variable Annuities, 401k, Series 7, IRAs, Mutual Funds, Insurance, Investment Advisory, Series 65, Wealth Management, Estate Planning, Investments, Asset Allocation, FINRA
Education
North Carolina State University 1999 — 2003
Bachelor of Arts (B.A.), Communication, General
North Carolina State University 1999 — 2003
Bachelor of Arts (B.A.), Spanish Language and Literature
Brookwood
Lincoln Financial Advisors May 2007 - Present
Lincoln Financial Advisors 2007 - Present
Lincoln Financial Group September 2004 - May 2007
Nationwide Insurance May 2003 - September 2004
Skills
Series 6, Retirement Planning, Fixed Annuities, Series 63, Retirement, Variable Annuities, 401k, Series 7, IRAs, Mutual Funds, Insurance, Investment Advisory, Series 65, Wealth Management, Estate Planning, Investments, Asset Allocation, FINRA
Education
North Carolina State University 1999 — 2003
Bachelor of Arts (B.A.), Communication, General
North Carolina State University 1999 — 2003
Bachelor of Arts (B.A.), Spanish Language and Literature
Brookwood
Joe Parizek Joe Parizek's Lincoln Financial Advisors Experience May 2014 - August 2014
Job Student Body President at Miami University
Industry Higher Education
Experience
Miami University May 2015 - Present
KPMG US January 2015 - March 2015
MusicPlay Analytics October 2014 - December 2014
Lincoln Financial Advisors May 2014 - August 2014
Rowlette Executive Search Consultants March 2010 - September 2013
Skills
Entrepreneurship, Business Development, Start-up Ventures, Leadership, Financial Analysis, Relationship Building, Microsoft Excel, Teamwork, Social Media, Marketing, Research, Management
Education
Miami University 2012 — 2016
Bachelors of Science (BS), Finance & Interactive Media Studies
Dublin Jerome High School 2006 — 2010
Miami University May 2015 - Present
KPMG US January 2015 - March 2015
MusicPlay Analytics October 2014 - December 2014
Lincoln Financial Advisors May 2014 - August 2014
Rowlette Executive Search Consultants March 2010 - September 2013
Skills
Entrepreneurship, Business Development, Start-up Ventures, Leadership, Financial Analysis, Relationship Building, Microsoft Excel, Teamwork, Social Media, Marketing, Research, Management
Education
Miami University 2012 — 2016
Bachelors of Science (BS), Finance & Interactive Media Studies
Dublin Jerome High School 2006 — 2010
Allene Cloer's Lincoln Financial Advisors Experience August 2004 - Present
Job Administrative Assistant to Frank D Tehel at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors August 2004 - Present
Skills
Customer Service, Microsoft Office, Social Media, Team Building, Operations Management, Project Planning, Editing, Insurance
Education
Limestone College 1977 — 1978
none, music education
Lincolnton High School 1973 — 1977
Lincoln Financial Advisors August 2004 - Present
Skills
Customer Service, Microsoft Office, Social Media, Team Building, Operations Management, Project Planning, Editing, Insurance
Education
Limestone College 1977 — 1978
none, music education
Lincolnton High School 1973 — 1977
Marshall Barclay's Lincoln Financial Advisors Experience September 2006 - Present
Job Investment Advisor Representative, Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors September 2006 - Present
Delphi 1995 - 2006
Skills
Portfolio Management, Wealth Management, Certified Financial..., Investment Advisory, Series 7, Retirement Planning, Investments, Estate Planning, Strategic Financial..., Retirement, Mutual Funds, Insurance, Employee Benefits, Asset Allocation, 401k, Fixed Annuities, Asset Management, Disability Insurance, Securities, IRAs, Life Insurance, Investment Strategies, Equities, Long-term Care, Bonds, Investment Management, Wealth, Personal Financial..., Stocks, 401k Rollovers, 529 Plans, Variable Annuities, Wealth Accumulation, Roth IRA, Long Term Care Insurance
Education
The University of Texas at El Paso 2003 — 2005
MBA
Penn State University 1991 — 1995
Mechanical Engineering
Lincoln Financial Advisors September 2006 - Present
Delphi 1995 - 2006
Skills
Portfolio Management, Wealth Management, Certified Financial..., Investment Advisory, Series 7, Retirement Planning, Investments, Estate Planning, Strategic Financial..., Retirement, Mutual Funds, Insurance, Employee Benefits, Asset Allocation, 401k, Fixed Annuities, Asset Management, Disability Insurance, Securities, IRAs, Life Insurance, Investment Strategies, Equities, Long-term Care, Bonds, Investment Management, Wealth, Personal Financial..., Stocks, 401k Rollovers, 529 Plans, Variable Annuities, Wealth Accumulation, Roth IRA, Long Term Care Insurance
Education
The University of Texas at El Paso 2003 — 2005
MBA
Penn State University 1991 — 1995
Mechanical Engineering
Thomas Blower, CFP®'s Lincoln Financial Advisors Experience August 2008 - June 2012
Job Senior Wealth Planner at Legacy Trust
Industry Financial Services
Experience
Legacy Trust GR February 2015 - Present
Wealth Dimensions Group, Ltd June 2012 - February 2015
Lincoln Financial Advisors August 2008 - June 2012
MassMutual Financial Group May 2005 - August 2008
Skills
Retirement Planning, Estate Planning, Investment Advisory, Risk Management, Comprehensive Wealth..., Financial Modeling, Cash Flow Forecasting, Client Focus, Certified Financial..., Personal Financial..., Financial Advisory, Employee Stock Options, Wealth Management..., Financial Planners, Wealth, Investment Management, High Net Worth...
Education
Miami University 2001 — 2005
Bachelor’s Degree
The American College
Legacy Trust GR February 2015 - Present
Wealth Dimensions Group, Ltd June 2012 - February 2015
Lincoln Financial Advisors August 2008 - June 2012
MassMutual Financial Group May 2005 - August 2008
Skills
Retirement Planning, Estate Planning, Investment Advisory, Risk Management, Comprehensive Wealth..., Financial Modeling, Cash Flow Forecasting, Client Focus, Certified Financial..., Personal Financial..., Financial Advisory, Employee Stock Options, Wealth Management..., Financial Planners, Wealth, Investment Management, High Net Worth...
Education
Miami University 2001 — 2005
Bachelor’s Degree
The American College
Amanda Ochse Amanda Ochse's Lincoln Financial Advisors Experience February 2015 - Present
Job Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors February 2015 - Present
Colorado Brokerage Group, LLC August 2013 - January 2015
Colorado Brokerage Group May 2012 - August 2013
Hackberry Hill Elementary August 2007 - June 2012
Tropical Tanning Salon May 2006 - April 2009
Better Bodies Fitness Center August 2004 - October 2006
Skills
Customer Service, Process Scheduler, Special Education, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Staff Development, Photoshop, Student Affairs, Academia, Youth Mentoring, Office Management, Technology Needs..., Team Leadership, Marketing, Sales, Public Speaking, Insurance, Life Insurance, Management
Education
Metropolitan State University of Denver 2005 — 2010
Bachelors of Science, Business Management
Arvada High School 2001 — 2005
High School Diploma
Lincoln Financial Advisors February 2015 - Present
Colorado Brokerage Group, LLC August 2013 - January 2015
Colorado Brokerage Group May 2012 - August 2013
Hackberry Hill Elementary August 2007 - June 2012
Tropical Tanning Salon May 2006 - April 2009
Better Bodies Fitness Center August 2004 - October 2006
Skills
Customer Service, Process Scheduler, Special Education, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Staff Development, Photoshop, Student Affairs, Academia, Youth Mentoring, Office Management, Technology Needs..., Team Leadership, Marketing, Sales, Public Speaking, Insurance, Life Insurance, Management
Education
Metropolitan State University of Denver 2005 — 2010
Bachelors of Science, Business Management
Arvada High School 2001 — 2005
High School Diploma
Gevork (George) Amirkhanian Gevork (George) Amirkhanian's Lincoln Financial Advisors Experience March 2012 - November 2014
Job Registered Representative /Financial Planner Assistant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors March 2012 - November 2014
Michael S. Goldstein ESQ. May 2010 - March 2012
Ani Pizza Palace January 2002 - June 2010
Better Business Bureau June 2009 - September 2009
Skills
Financial Advisory, Investments, Municipal Bonds, IRAs, Mutual Funds, Securities, REIT, Bonds, Purchase Recommendations, Investment Banking, Structure and..., Speak German and..., Management, Customer Service, Dispute Resolution, Mediation, Portfolio Management
Education
Pace University 2005 — 2010
BBA, Management
Pace University - Lubin School of Business 2005 — 2010
BBA, Law
Lincoln Financial Advisors March 2012 - November 2014
Michael S. Goldstein ESQ. May 2010 - March 2012
Ani Pizza Palace January 2002 - June 2010
Better Business Bureau June 2009 - September 2009
Skills
Financial Advisory, Investments, Municipal Bonds, IRAs, Mutual Funds, Securities, REIT, Bonds, Purchase Recommendations, Investment Banking, Structure and..., Speak German and..., Management, Customer Service, Dispute Resolution, Mediation, Portfolio Management
Education
Pace University 2005 — 2010
BBA, Management
Pace University - Lubin School of Business 2005 — 2010
BBA, Law
Christopher M. Reilly's Lincoln Financial Advisors Experience March 1900 - April 1900
Job Director of External Relations at American Life League
Industry Fund-Raising
Experience
American Life League January 2012 - Present
Catholic Foundation of Maine January 1905 - December 1905
Gregorian University Foundation January 1904 - December 1904
Rensselaer Polytechnic Institute January 1903 - December 1903
Albany Medical Center and College January 1902 - December 1902
Cornell University January 1901 - December 1901
Lincoln Financial Advisors March 1900 - April 1900
PNC February 1900 - March 1900
Skills
Planned Giving, Philanthropy, Charities, Estate Planning, Stewardship, Capital Campaign..., Donor Management, Annual Giving, Fundraising, Public Speaking, Board Development, Strategic Financial..., Fundraisers, Annual Fund, Donor Recognition, Non-profits, Research, Organizational..., Marketing Communications, Teaching, Marketing Strategy, Budgets, Grant Writing, Non-profit..., Grants, Volunteer Management, Capital Campaigns, Strategic Communications, Strategic Planning, Campaign Strategies, Event Management, Editing, Community Outreach, Community Development, Event Planning, Program Development, Leadership, Newsletters, Public Relations, Prospect Research, Nonprofits, Alumni Relations, Financial Analysis, Resource Development, Major Gift Development, Financial Planning, Charitable Giving, Writing, Budgeting, Donor Relations
Education
Loyola University Chicago 2013 — 2015
Graduate Certificate in Bioethics (pending award), Bioethics
University of Pittsburgh 1994 — 1997
Incomplete PhD - Exams Passed, Public Affairs
University of Pittsburgh 1992 — 1994
Master’s Degree, Public Affairs
Bates College 1987 — 1991
Bachelor’s Degree, Political Science
Malvern Preparatory School 1983 — 1987
High School
American Life League January 2012 - Present
Catholic Foundation of Maine January 1905 - December 1905
Gregorian University Foundation January 1904 - December 1904
Rensselaer Polytechnic Institute January 1903 - December 1903
Albany Medical Center and College January 1902 - December 1902
Cornell University January 1901 - December 1901
Lincoln Financial Advisors March 1900 - April 1900
PNC February 1900 - March 1900
Skills
Planned Giving, Philanthropy, Charities, Estate Planning, Stewardship, Capital Campaign..., Donor Management, Annual Giving, Fundraising, Public Speaking, Board Development, Strategic Financial..., Fundraisers, Annual Fund, Donor Recognition, Non-profits, Research, Organizational..., Marketing Communications, Teaching, Marketing Strategy, Budgets, Grant Writing, Non-profit..., Grants, Volunteer Management, Capital Campaigns, Strategic Communications, Strategic Planning, Campaign Strategies, Event Management, Editing, Community Outreach, Community Development, Event Planning, Program Development, Leadership, Newsletters, Public Relations, Prospect Research, Nonprofits, Alumni Relations, Financial Analysis, Resource Development, Major Gift Development, Financial Planning, Charitable Giving, Writing, Budgeting, Donor Relations
Education
Loyola University Chicago 2013 — 2015
Graduate Certificate in Bioethics (pending award), Bioethics
University of Pittsburgh 1994 — 1997
Incomplete PhD - Exams Passed, Public Affairs
University of Pittsburgh 1992 — 1994
Master’s Degree, Public Affairs
Bates College 1987 — 1991
Bachelor’s Degree, Political Science
Malvern Preparatory School 1983 — 1987
High School
Khloe Anderson Khloe Anderson's Lincoln Financial Advisors Experience August 2013 - Present
Job Financial Case Manager at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors August 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English
Education
Ursuline College 2012 — 2013
Master of Business Administration (MBA), Financial Planning and Accounting
Northwood University 2004 — 2008
Bachelor of Arts (BA), Hotel, Motel, and Restaurant Management
Northwood University 2004 — 2008
Associate's Degree, Hotel, Motel, and Restaurant Management
Lincoln Financial Advisors August 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English
Education
Ursuline College 2012 — 2013
Master of Business Administration (MBA), Financial Planning and Accounting
Northwood University 2004 — 2008
Bachelor of Arts (BA), Hotel, Motel, and Restaurant Management
Northwood University 2004 — 2008
Associate's Degree, Hotel, Motel, and Restaurant Management
Brett Collins's Lincoln Financial Advisors Experience December 2008 - March 2014
Job Assistant General Agent at MassMutualCommonwealth Financial Partners, LC
Industry Financial Services
Experience
MassMutual-Commonwealth Financial Partners, LC June 2014 - Present
Lincoln Financial Advisors December 2008 - March 2014
Lincoln Financial Advisors July 2004 - December 2008
AXA Advisors July 2000 - July 2004
Various small businesses September 1990 - July 2000
Skills
Series 24, Series 7, Series 6, Series 63, Series 65, Commercial Pilot,..., Insturment Pilot, Investment Advisory, Wealth Management, Retirement, Retirement Planning, Fixed Annuities, 401k, Management, Asset Allocation, Securities, Mutual Funds
Education
North Carolina State University - College of Management 1985 — 1990
Business Management, Accounting, Economics
MassMutual-Commonwealth Financial Partners, LC June 2014 - Present
Lincoln Financial Advisors December 2008 - March 2014
Lincoln Financial Advisors July 2004 - December 2008
AXA Advisors July 2000 - July 2004
Various small businesses September 1990 - July 2000
Skills
Series 24, Series 7, Series 6, Series 63, Series 65, Commercial Pilot,..., Insturment Pilot, Investment Advisory, Wealth Management, Retirement, Retirement Planning, Fixed Annuities, 401k, Management, Asset Allocation, Securities, Mutual Funds
Education
North Carolina State University - College of Management 1985 — 1990
Business Management, Accounting, Economics
Jenny Begley, MBA Jenny Begley, MBA's Lincoln Financial Advisors Experience May 2007 - August 2007
Job Senior Project Manager, Convergys Analytics Solutions
Industry Market Research
Experience
Convergys February 2013 - Present
Convergys July 2010 - February 2013
Ipsos-ASI July 2008 - July 2010
Hillel Foundation September 2004 - May 2008
Nielsen Analytic Consulting August 2007 - December 2007
Nordstrom Department Store December 2004 - December 2007
Lincoln Financial Advisors May 2007 - August 2007
Geauga Lake Amusement Park May 2006 - August 2006
Skills
Project Management, Program Management, Advertising Research, Event Management, Personal Selling, Promotional Modeling, Client Consulting, Strong Attention To..., Strong Work Ethic, Positive Attitude, Brand Representation
Education
Xavier University - Williams College of Business 2010 — 2012
MBA, Marketing
Miami University 2004 — 2008
Business, Marketing
Beachwood High School 2000 — 2004
Convergys February 2013 - Present
Convergys July 2010 - February 2013
Ipsos-ASI July 2008 - July 2010
Hillel Foundation September 2004 - May 2008
Nielsen Analytic Consulting August 2007 - December 2007
Nordstrom Department Store December 2004 - December 2007
Lincoln Financial Advisors May 2007 - August 2007
Geauga Lake Amusement Park May 2006 - August 2006
Skills
Project Management, Program Management, Advertising Research, Event Management, Personal Selling, Promotional Modeling, Client Consulting, Strong Attention To..., Strong Work Ethic, Positive Attitude, Brand Representation
Education
Xavier University - Williams College of Business 2010 — 2012
MBA, Marketing
Miami University 2004 — 2008
Business, Marketing
Beachwood High School 2000 — 2004
Jenna Tinaglia's Lincoln Financial Advisors Experience April 2004 - June 2006
Job Executive Assistant
Industry Financial Services
Experience
Agnello Financial Group, Inc. May 2013 - July 2014
Million Dollar Round Table October 2006 - January 2012
Lincoln Financial Advisors April 2004 - June 2006
Skills
Editing, Event Planning, Email Marketing, New Business Development, Market Planning, Management, Public Speaking, Marketing Communications, Social Media Marketing, Social Media, Creative Writing, Strategic Planning, Market Research, Long-term Customer..., Customer Service, Catalog Layout, Research, Proofreading, Salesforce.com, Medisoft, Epicor, QuickBooks
Education
Palm Beach Atlantic University 2010 — 2013
Bachelor of Arts (BA), Communication and Business Administration
Euro Centre's University (Florence, Italy) 2011 — 2011
Maine South High School 2001 — 2006
High School
Agnello Financial Group, Inc. May 2013 - July 2014
Million Dollar Round Table October 2006 - January 2012
Lincoln Financial Advisors April 2004 - June 2006
Skills
Editing, Event Planning, Email Marketing, New Business Development, Market Planning, Management, Public Speaking, Marketing Communications, Social Media Marketing, Social Media, Creative Writing, Strategic Planning, Market Research, Long-term Customer..., Customer Service, Catalog Layout, Research, Proofreading, Salesforce.com, Medisoft, Epicor, QuickBooks
Education
Palm Beach Atlantic University 2010 — 2013
Bachelor of Arts (BA), Communication and Business Administration
Euro Centre's University (Florence, Italy) 2011 — 2011
Maine South High School 2001 — 2006
High School
Jason Gutman Jason Gutman's Lincoln Financial Advisors Experience November 2013 - Present
Job Private Wealth Advisor at Sagemark Consulting
Industry Financial Services
Experience
Lincoln Financial Advisors November 2013 - Present
American Business August 2012 - November 2013
Sax Macy Fromm & Co August 2012 - November 2013
Bloomberg December 2007 - August 2012
Merrill Lynch June 2004 - December 2007
Carr Futures Inc October 2002 - December 2003
Skills
Financial Markets, Investments, Life Insurance, Asset Allocation, Disability Insurance, Health Insurance, Wealth Management..., Securities, Series 63, Wealth, Financial Planners, Fixed Income, Wealth Management, Long-term Care, Derivatives, Series 7, Trading, Alternative Investments, Mutual Funds, Insurance, Asset Management, Equities, Estate Planning, Bonds, Financial Services, High Net Worth..., Financial Planning
Education
Lehigh University 1998 — 2002
Bachelor of Arts, History; Religion
Great Neck North 1994 — 1998
Lincoln Financial Advisors November 2013 - Present
American Business August 2012 - November 2013
Sax Macy Fromm & Co August 2012 - November 2013
Bloomberg December 2007 - August 2012
Merrill Lynch June 2004 - December 2007
Carr Futures Inc October 2002 - December 2003
Skills
Financial Markets, Investments, Life Insurance, Asset Allocation, Disability Insurance, Health Insurance, Wealth Management..., Securities, Series 63, Wealth, Financial Planners, Fixed Income, Wealth Management, Long-term Care, Derivatives, Series 7, Trading, Alternative Investments, Mutual Funds, Insurance, Asset Management, Equities, Estate Planning, Bonds, Financial Services, High Net Worth..., Financial Planning
Education
Lehigh University 1998 — 2002
Bachelor of Arts, History; Religion
Great Neck North 1994 — 1998
John Turcotte John Turcotte's Lincoln Financial Advisors Experience 1992 - 2007
Job Managing Director Partner at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners September 2013 - Present
LPL Financial September 2013 - Present
Heritage Private Wealth November 2010 - September 2013
First Heartland Capital, Inc. August 2007 - September 2013
The Advanced Strategies Group August 2007 - October 2010
Lincoln Financial Advisors 1992 - 2007
Sagemark Consulting 1992 - 1998
Mass Mutual January 1991 - September 1992
Mutual Benefit Life January 1986 - December 1990
Comerica Bank 1980 - 1985
Skills
Estate Planning, Wealth Management, Insurance Planning, Retirement Planning, Financial Planning, Wealth Transfer, Asset Protection, Succession Planning, Asset Management, Financial Services, Financial Advisory, Strategic Financial..., Insurance, Small Business, Retirement, Wealth
Education
Northern Michigan University 1976 — 1980
BS, Marketing
Stratos Wealth Partners September 2013 - Present
LPL Financial September 2013 - Present
Heritage Private Wealth November 2010 - September 2013
First Heartland Capital, Inc. August 2007 - September 2013
The Advanced Strategies Group August 2007 - October 2010
Lincoln Financial Advisors 1992 - 2007
Sagemark Consulting 1992 - 1998
Mass Mutual January 1991 - September 1992
Mutual Benefit Life January 1986 - December 1990
Comerica Bank 1980 - 1985
Skills
Estate Planning, Wealth Management, Insurance Planning, Retirement Planning, Financial Planning, Wealth Transfer, Asset Protection, Succession Planning, Asset Management, Financial Services, Financial Advisory, Strategic Financial..., Insurance, Small Business, Retirement, Wealth
Education
Northern Michigan University 1976 — 1980
BS, Marketing
Jason Matz Jason Matz's Lincoln Financial Advisors Experience March 2006 - October 2007
Job Retail Credit Analyst at TD Auto Finance
Industry Financial Services
Experience
Amerisure Insurance July 2015 - Present
TD Auto Finance June 2011 - July 2015
DTE Energy March 2009 - June 2011
Rochester Area Jaycees January 2009 - December 2009
National City Bank February 2008 - September 2008
Lincoln Financial Advisors March 2006 - October 2007
Ameriprise Financial May 2005 - February 2006
State Senator Alan Sanborn 2003 - 2004
Skills
Management, Portfolio Management, Finance, Analysis, Banking, Investments, Credit, Insurance, Customer Service
Education
Walsh College of Accountancy and Business Administration 2010 — 2013
MBA, Accounting
Michigan State University 2000 — 2002
BA, Political Science
Amerisure Insurance July 2015 - Present
TD Auto Finance June 2011 - July 2015
DTE Energy March 2009 - June 2011
Rochester Area Jaycees January 2009 - December 2009
National City Bank February 2008 - September 2008
Lincoln Financial Advisors March 2006 - October 2007
Ameriprise Financial May 2005 - February 2006
State Senator Alan Sanborn 2003 - 2004
Skills
Management, Portfolio Management, Finance, Analysis, Banking, Investments, Credit, Insurance, Customer Service
Education
Walsh College of Accountancy and Business Administration 2010 — 2013
MBA, Accounting
Michigan State University 2000 — 2002
BA, Political Science
Robert Grossheim Robert Grossheim's Lincoln Financial Advisors Experience August 1990 - April 2004
Job Owner/Lead Advisor, Family Wealth Advisory Group
Industry Financial Services
Experience
Family Wealth Advisory Group April 2004 - Present
Lincoln Financial Advisors August 1990 - April 2004
Lincoln Financial Advisors February 1999 - June 2002
Skills
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Tax Planning, Estate Planning
Education
Xavier University 1994 — 1996
MBA, Finance
Miami University 1986 — 1990
Bachelor of Science (BS), Business - Finance Major
Family Wealth Advisory Group April 2004 - Present
Lincoln Financial Advisors August 1990 - April 2004
Lincoln Financial Advisors February 1999 - June 2002
Skills
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Tax Planning, Estate Planning
Education
Xavier University 1994 — 1996
MBA, Finance
Miami University 1986 — 1990
Bachelor of Science (BS), Business - Finance Major
Gary Haft Gary Haft's Lincoln Financial Advisors Experience July 1994 - February 2001
Job President, Owner and Insurance Advisor at JMH Advisors Inc
Industry Insurance
Experience
JMH Advisors Inc January 1980 - Present
Lincoln Financial Advisors July 1994 - February 2001
Personal Insurance Planning April 1988 - May 1989
John Hancock Financial Services July 1981 - January 1982
A. L.. Williams and Associates December 1979 - July 1980
Skills
Fixed Annuities, Term Life Insurance, Long Term Care Insurance, Life Insurance, Health Insurance, Insurance, Commercial Insurance, Umbrella Insurance, Universal Life, Disability Insurance, Whole Life, Retirement, Long-term Care, Property & Casualty..., General Insurance, Brokers, Small Business, IRAs, Financial Planners, Homeowners, Underwriting, Strategic Financial..., Retirement Planning, Accident, Microsoft Office, 401k, Insurance Brokerage, Estate Planning, Health Savings Accounts, Software Implementation, Database Admin, Medicare Advantage, Medicare Prescription..., Medicare Part D, QuickBooks Pro &..., MS Office Suite, Database Management, Morningstar, Backroom Technician..., Investment View, WinFlex, DropBox, NetX360, Vision2020, Agency Expert Client..., Medicare, Variable Annuities, Critical Illness, Financial Planning
Education
University of Miami 1974 — 1976
BS
New York Institute of Technology-Old Westbury 1972 — 1974
AA
JMH Advisors Inc January 1980 - Present
Lincoln Financial Advisors July 1994 - February 2001
Personal Insurance Planning April 1988 - May 1989
John Hancock Financial Services July 1981 - January 1982
A. L.. Williams and Associates December 1979 - July 1980
Skills
Fixed Annuities, Term Life Insurance, Long Term Care Insurance, Life Insurance, Health Insurance, Insurance, Commercial Insurance, Umbrella Insurance, Universal Life, Disability Insurance, Whole Life, Retirement, Long-term Care, Property & Casualty..., General Insurance, Brokers, Small Business, IRAs, Financial Planners, Homeowners, Underwriting, Strategic Financial..., Retirement Planning, Accident, Microsoft Office, 401k, Insurance Brokerage, Estate Planning, Health Savings Accounts, Software Implementation, Database Admin, Medicare Advantage, Medicare Prescription..., Medicare Part D, QuickBooks Pro &..., MS Office Suite, Database Management, Morningstar, Backroom Technician..., Investment View, WinFlex, DropBox, NetX360, Vision2020, Agency Expert Client..., Medicare, Variable Annuities, Critical Illness, Financial Planning
Education
University of Miami 1974 — 1976
BS
New York Institute of Technology-Old Westbury 1972 — 1974
AA
Brian R. Gloria's Lincoln Financial Advisors Experience January 2013 - Present
Job Business Operations Manager / Registered Principal
Industry Financial Services
Experience
Lincoln Financial Advisors January 2013 - Present
Lincoln Financial Advisors March 2011 - January 2013
Lincoln Financial Advisors February 2010 - March 2011
Lincoln Financial Advisors August 2009 - February 2010
Education
Long Island University, C.W. Post Campus 2010 — 2011
Masters, Business Administration (MBA)
Long Island University, C.W. Post Campus 2006 — 2010
Bachelors, Management
Lincoln Financial Advisors January 2013 - Present
Lincoln Financial Advisors March 2011 - January 2013
Lincoln Financial Advisors February 2010 - March 2011
Lincoln Financial Advisors August 2009 - February 2010
Education
Long Island University, C.W. Post Campus 2010 — 2011
Masters, Business Administration (MBA)
Long Island University, C.W. Post Campus 2006 — 2010
Bachelors, Management
Eric Seger, Certified Financial Planner® Eric Seger, Certified Financial Planner®'s Lincoln Financial Advisors Experience January 2001 - November 2008
Job Specializing in advising physicians, business owners, and professionals through all phases of their financial lives.
Industry Financial Services
Experience
Integrated Capital Management November 2010 - Present
First Heartland Capital, Inc. November 2008 - October 2010
Lincoln Financial Advisors January 2001 - November 2008
Orbseal September 1996 - January 2001
Skills
Wealth Management, Retirement, Investments, Estate Planning, Securities, Small Business, Financial Services, High Net Worth..., Retirement Planning, Strategic Financial..., Investment Advisory, Wealth, Financial Planners, Series 7, Fixed Annuities, Asset Allocation, Series 63, Wealth Accumulation, Financial Advisory, Investment Management, Long-term Care, Alternative Investments
Education
University of Michigan-Dearborn 1996 — 1999
MBA, Finance
Michigan State University 1989 — 1994
BS Engineering, Engineering
Integrated Capital Management November 2010 - Present
First Heartland Capital, Inc. November 2008 - October 2010
Lincoln Financial Advisors January 2001 - November 2008
Orbseal September 1996 - January 2001
Skills
Wealth Management, Retirement, Investments, Estate Planning, Securities, Small Business, Financial Services, High Net Worth..., Retirement Planning, Strategic Financial..., Investment Advisory, Wealth, Financial Planners, Series 7, Fixed Annuities, Asset Allocation, Series 63, Wealth Accumulation, Financial Advisory, Investment Management, Long-term Care, Alternative Investments
Education
University of Michigan-Dearborn 1996 — 1999
MBA, Finance
Michigan State University 1989 — 1994
BS Engineering, Engineering
Brannan Knott's Lincoln Financial Advisors Experience 2006 - 2006
Job Vice President at JLL
Industry Financial Services
Experience
JLL Vice PresidentJLLAugust 2015 - Present
Realterm Global April 2013 - August 2015
LaSalle Investment Management June 2008 - April 2013
Deutsche Bank June 2006 - May 2008
Deutsche Bank Alex Brown 2006 - 2008
Smith Barney 2006 - 2006
Lincoln Financial Advisors 2006 - 2006
Skills
Private Equity, Portfolio Management, Due Diligence, Acquisition Analysis, Investor Relations, Investor Reporting, Real Estate Development, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Corporate Real Estate, Real Estate Investor, Private Wealth..., Wealth Management, Risk Management, Account Management, Financial Accounting, Account Reconciliation, Real Estate Economics, Investment Properties, Alternative Investments, Financial Analysis, Business Valuation
Education
Loyola University Maryland 2004 — 2008
BA, Business Administration, Finance
Trinity College-Hartford 2003 — 2004
Psychology, Pre-Med
Gilman School 1999 — 2003
JLL Vice PresidentJLLAugust 2015 - Present
Realterm Global April 2013 - August 2015
LaSalle Investment Management June 2008 - April 2013
Deutsche Bank June 2006 - May 2008
Deutsche Bank Alex Brown 2006 - 2008
Smith Barney 2006 - 2006
Lincoln Financial Advisors 2006 - 2006
Skills
Private Equity, Portfolio Management, Due Diligence, Acquisition Analysis, Investor Relations, Investor Reporting, Real Estate Development, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Corporate Real Estate, Real Estate Investor, Private Wealth..., Wealth Management, Risk Management, Account Management, Financial Accounting, Account Reconciliation, Real Estate Economics, Investment Properties, Alternative Investments, Financial Analysis, Business Valuation
Education
Loyola University Maryland 2004 — 2008
BA, Business Administration, Finance
Trinity College-Hartford 2003 — 2004
Psychology, Pre-Med
Gilman School 1999 — 2003
Ken Hutchens, CPA's Lincoln Financial Advisors Experience April 2006 - February 2008
Job Senior Manager, Ward Group Aon Hewitt Company
Industry Management Consulting
Experience
Ward Group - McLagan/Aon Hewitt Company 2012 - Present
AXA Advisors, LLC February 2008 - April 2012
Lincoln Financial Advisors April 2006 - February 2008
Ward Group November 2001 - July 2004
PricewaterhouseCoopers September 1999 - November 2001
Education
Miami University 1994 — 1997
B.S., Accounting and Finance
Ward Group - McLagan/Aon Hewitt Company 2012 - Present
AXA Advisors, LLC February 2008 - April 2012
Lincoln Financial Advisors April 2006 - February 2008
Ward Group November 2001 - July 2004
PricewaterhouseCoopers September 1999 - November 2001
Education
Miami University 1994 — 1997
B.S., Accounting and Finance
Marianna Toudouze's Lincoln Financial Advisors Experience June 2001 - June 2003
Job Financial Services Administrator/Compliance Manager
Industry Financial Services
Experience
ZT Wealth October 2010 - Present
UBS Private Wealth Management December 2007 - October 2010
UBS Financial Services June 2004 - December 2007
Lincoln Financial Advisors June 2001 - June 2003
MBM Advisors 2000 - 2001
Skills
Sales, Series 7, Portfolio Management, Investments, Financial Services, Asset Management, Financial Advisory, Financial Analysis, Mutual Funds, Trading, Equities, FINRA, 401k, Uniform Combined State..., Series 63
Education
University of Phoenix 2004 — 2005
Lamar University
ZT Wealth October 2010 - Present
UBS Private Wealth Management December 2007 - October 2010
UBS Financial Services June 2004 - December 2007
Lincoln Financial Advisors June 2001 - June 2003
MBM Advisors 2000 - 2001
Skills
Sales, Series 7, Portfolio Management, Investments, Financial Services, Asset Management, Financial Advisory, Financial Analysis, Mutual Funds, Trading, Equities, FINRA, 401k, Uniform Combined State..., Series 63
Education
University of Phoenix 2004 — 2005
Lamar University
John W Dennis's Lincoln Financial Advisors Experience August 2009 - Present
Job Registered Representative Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors August 2009 - Present
Lincoln Financial Advisors December 2006 - August 2009
Education
Penn State University 2005 — 2007
Business, Finance
Lincoln Financial Advisors August 2009 - Present
Lincoln Financial Advisors December 2006 - August 2009
Education
Penn State University 2005 — 2007
Business, Finance
Andy Faught's Lincoln Financial Advisors Experience May 2001 - September 2007
Job Director of Planning at Capital Financial Group
Industry Financial Services
Experience
Capital Financial Group, LLC September 2007 - Present
Lincoln Financial Advisors May 2001 - September 2007
Education
Lipscomb University 1998 — 2001
Lipscomb University 1998 — 2001
Capital Financial Group, LLC September 2007 - Present
Lincoln Financial Advisors May 2001 - September 2007
Education
Lipscomb University 1998 — 2001
Lipscomb University 1998 — 2001
Eric Weissman's Lincoln Financial Advisors Experience January 2012 - August 2014
Job Retirement Plan Specialist at BPM Advisors
Industry Financial Services
Experience
Burr Pilger Mayer (BPM) August 2014 - Present
Lincoln Financial Advisors January 2012 - August 2014
AIG VALIC November 2006 - December 2011
Loyola Marymount University August 2004 - May 2005
Skills
Retirement Planning, Investment Advisory, Wealth Management, IRAs, Retirement, Wealth Accumulation, Uniform Combined State..., Mutual Funds, Asset Allocation, Investment Strategies, 529 Plans, 401k Rollovers, Series 7, ETFs
Education
Loyola Marymount University 2002 — 2004
Master of Arts (M.A.), Philosophy
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.), German Studies
Burr Pilger Mayer (BPM) August 2014 - Present
Lincoln Financial Advisors January 2012 - August 2014
AIG VALIC November 2006 - December 2011
Loyola Marymount University August 2004 - May 2005
Skills
Retirement Planning, Investment Advisory, Wealth Management, IRAs, Retirement, Wealth Accumulation, Uniform Combined State..., Mutual Funds, Asset Allocation, Investment Strategies, 529 Plans, 401k Rollovers, Series 7, ETFs
Education
Loyola Marymount University 2002 — 2004
Master of Arts (M.A.), Philosophy
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.), German Studies
Kristen Morea's Lincoln Financial Advisors Experience February 2003 - February 2010
Job Financial Planning Associate at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors February 2003 - February 2010
Len Gruppo for State Representative August 2000 - November 2000
Skills
Estate Planning, Wealth, Life Insurance, Key Person Insurance, Buy-sell Agreements, Trusts, Succession Planning, Wills, Retirement Planning, Charities, Wealth Management, Investment Advisory, Financial Advisory
Education
The American College 2003 — 2006
CLU, ChFC
Lafayette College 1998 — 2002
AB, Government & Law and Economics & Business
Lincoln Financial Advisors February 2003 - February 2010
Len Gruppo for State Representative August 2000 - November 2000
Skills
Estate Planning, Wealth, Life Insurance, Key Person Insurance, Buy-sell Agreements, Trusts, Succession Planning, Wills, Retirement Planning, Charities, Wealth Management, Investment Advisory, Financial Advisory
Education
The American College 2003 — 2006
CLU, ChFC
Lafayette College 1998 — 2002
AB, Government & Law and Economics & Business
Matt Englizian, CFP®'s Lincoln Financial Advisors Experience 2003 - 2007
Job Managing Director of Strategic Planning at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management 2007 - Present
Lincoln Financial Advisors 2003 - 2007
Education
Oregon State University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Managerial Economics
Laird Norton Wealth Management 2007 - Present
Lincoln Financial Advisors 2003 - 2007
Education
Oregon State University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Managerial Economics
Eric Anderle's Lincoln Financial Advisors Experience September 2000 - October 2003
Job Branch Manager/Financial Advisor, RJFS at Family Investment Services, Inc
Industry Financial Services
Experience
Family Investment Services, Inc. October 2003 - Present
Lincoln Financial Advisors September 2000 - October 2003
Northwestern Mutual June 1999 - June 2000
Education
Miami University 1995 — 1999
B.S., Finance and Marketing
Summit Country Day High School 1991 — 1995
Family Investment Services, Inc. October 2003 - Present
Lincoln Financial Advisors September 2000 - October 2003
Northwestern Mutual June 1999 - June 2000
Education
Miami University 1995 — 1999
B.S., Finance and Marketing
Summit Country Day High School 1991 — 1995
Christian Laver's Lincoln Financial Advisors Experience 1989 - Present
Job Financial Planner, Owner Christian Laver & Associates
Industry Investment Management
Experience
Christian Laver & Associates August 1989 - Present
Lincoln Financial Advisors 1989 - Present
MDRT 1982 - Present
First Community Church Choir September 2012 - Present
Dream Builders 2006 - 2014
Dream Builders 2006 - 2014
Dream Builders 2006 - 2014
Columbus Zoo 2006 - 2013
Columbus Zoo 2006 - 2013
Timothy Laver, Inc 1988 - 2012
Skills
Financial Goals, Estate Planning, Retirement Planning, Investments, Insurance, Retirement, Employee Benefits, Mutual Funds, Wealth Management, Securities, Financial Services, Strategic Planning, Financial Advisory, Asset Allocation, Public Speaking, Series 7, Investment Advisory, Finance
Education
The Ohio State University 1980 — 1981
Bachelor of Arts (B.A.), Business Finance
Miami University 1975 — 1979
Finance
Upper Arlington High School 1971 — 1975
Diploma, College Prep
Tremont Elementary School
Tremont Elementary School
Christian Laver & Associates August 1989 - Present
Lincoln Financial Advisors 1989 - Present
MDRT 1982 - Present
First Community Church Choir September 2012 - Present
Dream Builders 2006 - 2014
Dream Builders 2006 - 2014
Dream Builders 2006 - 2014
Columbus Zoo 2006 - 2013
Columbus Zoo 2006 - 2013
Timothy Laver, Inc 1988 - 2012
Skills
Financial Goals, Estate Planning, Retirement Planning, Investments, Insurance, Retirement, Employee Benefits, Mutual Funds, Wealth Management, Securities, Financial Services, Strategic Planning, Financial Advisory, Asset Allocation, Public Speaking, Series 7, Investment Advisory, Finance
Education
The Ohio State University 1980 — 1981
Bachelor of Arts (B.A.), Business Finance
Miami University 1975 — 1979
Finance
Upper Arlington High School 1971 — 1975
Diploma, College Prep
Tremont Elementary School
Tremont Elementary School
Brad Wadsworth's Lincoln Financial Advisors Experience May 2002 - July 2004
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2004 - Present
Lincoln Financial Advisors May 2002 - July 2004
Education
Ohio Wesleyan University 1997 — 2001
Merrill Lynch July 2004 - Present
Lincoln Financial Advisors May 2002 - July 2004
Education
Ohio Wesleyan University 1997 — 2001
Stephanie Stanfield's Lincoln Financial Advisors Experience April 1994 - September 1995
Job Planner's Assistant at Christian Laver & Associates Lincoln Financial Advisors
Industry Financial Services
Experience
Christian Laver & Associates April 2010 - Present
Shore Morgan Young, Lincoln Financial Advisors March 1995 - February 2010
Lincoln Financial Advisors April 1994 - September 1995
Skills
Insurance, Notary Public
Education
Ohio Dominican University 2005 — 2009
Bachelors of Science, Business Management
Christian Laver & Associates April 2010 - Present
Shore Morgan Young, Lincoln Financial Advisors March 1995 - February 2010
Lincoln Financial Advisors April 1994 - September 1995
Skills
Insurance, Notary Public
Education
Ohio Dominican University 2005 — 2009
Bachelors of Science, Business Management
Helene Wanczyk's Lincoln Financial Advisors Experience July 2009 - Present
Job Executive Administrative Assistant
Industry Financial Services
Experience
Lincoln Financial Advisors July 2009 - Present
Ameriprise Financial April 2005 - March 2009
EDS December 1999 - May 2004
Education
Macomb Community College 1977 — 1981
2 years, Accounting
St. Florian High School 1974 — 1977
Lincoln Financial Advisors July 2009 - Present
Ameriprise Financial April 2005 - March 2009
EDS December 1999 - May 2004
Education
Macomb Community College 1977 — 1981
2 years, Accounting
St. Florian High School 1974 — 1977
Richard (Rick) Sarett's Lincoln Financial Advisors Experience 1992 - 1997
Job Senior Funding Director at Entrust Merchant Solutions
Industry Information Services
Experience
Entrust Merchant Solutions November 2014 - Present
Zeta Interactive May 2013 - January 2014
Experian Business Services May 2012 - April 2013
Carlebach Community Group January 2009 - October 2012
CraigMichaels, Inc 2007 - 2008
Ambrose Employer Group, LLC 2006 - 2007
Aish HaTorah 2004 - 2006
Norvergence 2002 - 2004
Aflac 1997 - 2002
Lincoln Financial Advisors 1992 - 1997
Skills
New Business Development, Sales Management, Public Speaking, Strategic Account..., CRM, Marketing, Sales, Recruiting, Lead Generation, Marketing Strategy, Non-profits, Fundraising, Event Management, Social Media, Management, Cold Calling, Sales Operations, Customer Service, Negotiation, Event Planning, Public Relations, Training, Microsoft Office, Strategic Planning, Microsoft Excel, Social Media Marketing, Program Management, Analysis, Team Building, Team Leadership, Nonprofits, Budgets, Social Networking, Start-ups, Business Development, Coaching, Contract Negotiation, Account Management, Entrepreneurship, Sales Process, Leadership, Research, Market Research, Strategy, Online Marketing, Online Advertising, Human Resources, Strategic Partnerships, Salesforce.com, Small Business
Education
New York University 2008 — 2008
Certificate, Philanthropy and Fundraising
Aish Hatorah College of Jewish Studies 1986 — 1990
ordination, Jewish studies
Entrust Merchant Solutions November 2014 - Present
Zeta Interactive May 2013 - January 2014
Experian Business Services May 2012 - April 2013
Carlebach Community Group January 2009 - October 2012
CraigMichaels, Inc 2007 - 2008
Ambrose Employer Group, LLC 2006 - 2007
Aish HaTorah 2004 - 2006
Norvergence 2002 - 2004
Aflac 1997 - 2002
Lincoln Financial Advisors 1992 - 1997
Skills
New Business Development, Sales Management, Public Speaking, Strategic Account..., CRM, Marketing, Sales, Recruiting, Lead Generation, Marketing Strategy, Non-profits, Fundraising, Event Management, Social Media, Management, Cold Calling, Sales Operations, Customer Service, Negotiation, Event Planning, Public Relations, Training, Microsoft Office, Strategic Planning, Microsoft Excel, Social Media Marketing, Program Management, Analysis, Team Building, Team Leadership, Nonprofits, Budgets, Social Networking, Start-ups, Business Development, Coaching, Contract Negotiation, Account Management, Entrepreneurship, Sales Process, Leadership, Research, Market Research, Strategy, Online Marketing, Online Advertising, Human Resources, Strategic Partnerships, Salesforce.com, Small Business
Education
New York University 2008 — 2008
Certificate, Philanthropy and Fundraising
Aish Hatorah College of Jewish Studies 1986 — 1990
ordination, Jewish studies
Kathleen Kolodey Fox, MBA, CRPC®, CRPS®'s Lincoln Financial Advisors Experience January 2007 - Present
Job Sr. Retirement Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors January 2007 - Present
DRS Technologies 1993 - 2000
Skills
Wealth Management, Retirement, Retirement Planning, 401k, Series 63, Series 6, Asset Allocation, Investment Strategies, Financial Advisory, Fixed Annuities, Mutual Funds, Pensions, Strategic Financial..., IRAs, Insurance
Education
Philadelphia University 1990 — 1992
MBA
Penn State University 1977 — 1981
Bachelors, Industrial Engineering
St. Hilary
St. Hilary
Lincoln Financial Advisors January 2007 - Present
DRS Technologies 1993 - 2000
Skills
Wealth Management, Retirement, Retirement Planning, 401k, Series 63, Series 6, Asset Allocation, Investment Strategies, Financial Advisory, Fixed Annuities, Mutual Funds, Pensions, Strategic Financial..., IRAs, Insurance
Education
Philadelphia University 1990 — 1992
MBA
Penn State University 1977 — 1981
Bachelors, Industrial Engineering
St. Hilary
St. Hilary
Lauren Shelmire's Lincoln Financial Advisors Experience August 2009 - July 2013
Job Investment Associate at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company December 2014 - Present
TIAA-CREF July 2013 - December 2014
Lincoln Financial Advisors August 2009 - July 2013
Lincoln Financial Advisors May 2007 - August 2009
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Mutual Funds, Asset Management, Fixed Annuities, Wealth, Securities, Asset Allocation, Financial Advisory, Life Insurance, Investments, Financial Services, Retirement, Investment Advisory, Financial Analysis, Estate Planning, Business Analysis, Portfolio Management, Financial Planning
Education
Liberty University 2011 — 2013
MBA, Business
Nyack College 2003 — 2007
B.S. Business Administration, Business
The Bryn Mawr Trust Company December 2014 - Present
TIAA-CREF July 2013 - December 2014
Lincoln Financial Advisors August 2009 - July 2013
Lincoln Financial Advisors May 2007 - August 2009
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Mutual Funds, Asset Management, Fixed Annuities, Wealth, Securities, Asset Allocation, Financial Advisory, Life Insurance, Investments, Financial Services, Retirement, Investment Advisory, Financial Analysis, Estate Planning, Business Analysis, Portfolio Management, Financial Planning
Education
Liberty University 2011 — 2013
MBA, Business
Nyack College 2003 — 2007
B.S. Business Administration, Business
George Latiolais, CLU®, ChFC®'s Lincoln Financial Advisors Experience January 1975 - Present
Job Owner, Latiolais and Associates
Industry Financial Services
Experience
Latiolais and Associates January 1981 - Present
Lincoln Financial Advisors January 1975 - Present
Skills
Estate Planning, Tax Reduction Strategies, Financial Analysis, Financial Modeling, Retirement Planning, Strategic Financial..., Life Insurance Planning, Life Insurance, Tax, Insurance, Financial Services, Strategic Planning
Education
University of Louisiana at Lafayette 1971 — 1973
Bachelor of Science (BS), Economics and Finance
Louisiana State University 1969 — 1971
Business Administration
Latiolais and Associates January 1981 - Present
Lincoln Financial Advisors January 1975 - Present
Skills
Estate Planning, Tax Reduction Strategies, Financial Analysis, Financial Modeling, Retirement Planning, Strategic Financial..., Life Insurance Planning, Life Insurance, Tax, Insurance, Financial Services, Strategic Planning
Education
University of Louisiana at Lafayette 1971 — 1973
Bachelor of Science (BS), Economics and Finance
Louisiana State University 1969 — 1971
Business Administration
Joe Gaeckle, CMFC's Lincoln Financial Advisors Experience March 2013 - Present
Job Managing Principal
Industry Financial Services
Experience
Lincoln Financial Advisors March 2013 - Present
Waddell & Reed February 2010 - February 2013
Waddell & Reed December 2008 - January 2010
The Hartford April 2006 - December 2008
PLANCO January 2005 - April 2006
Skills
Coaching, Succession Planning, Recruiting, Strategy
Education
La Salle University
Criminal Justice & Sociology
Lincoln Financial Advisors March 2013 - Present
Waddell & Reed February 2010 - February 2013
Waddell & Reed December 2008 - January 2010
The Hartford April 2006 - December 2008
PLANCO January 2005 - April 2006
Skills
Coaching, Succession Planning, Recruiting, Strategy
Education
La Salle University
Criminal Justice & Sociology
Thomas LaBrie's Lincoln Financial Advisors Experience March 2012 - Present
Job Managing Principal of the Boston, MA and Windsor , CT Lincoln Financial Advisors offices.
Industry Financial Services
Experience
Lincoln Financial Advisors March 2012 - Present
TIAA-CREF August 2009 - March 2012
Moors & Cabot March 2000 - February 2009
Fidelity Investments December 1991 - March 2000
Columbia Management January 1990 - December 1991
Krupp Company January 1989 - December 1989
Dean Witter 1987 - 1989
Skills
Financial Advisory, Series 7, Series 24, Series 63, Series 65, Life Insurance, Mutual Funds, Retirement Planning, Sales Management, Wealth Management, Financial Services, Investments, Securities, Investment Advisory, Financial Planning, Asset Management, Finance, Relationship Management, Alternative Investments, Insurance, Portfolio Management
Education
Northeastern University 1980 — 1985
Business, Business Administration
Norwich Free Academy 1976 — 1980
College Prep, Business Administration and Management, General
Lincoln Financial Advisors March 2012 - Present
TIAA-CREF August 2009 - March 2012
Moors & Cabot March 2000 - February 2009
Fidelity Investments December 1991 - March 2000
Columbia Management January 1990 - December 1991
Krupp Company January 1989 - December 1989
Dean Witter 1987 - 1989
Skills
Financial Advisory, Series 7, Series 24, Series 63, Series 65, Life Insurance, Mutual Funds, Retirement Planning, Sales Management, Wealth Management, Financial Services, Investments, Securities, Investment Advisory, Financial Planning, Asset Management, Finance, Relationship Management, Alternative Investments, Insurance, Portfolio Management
Education
Northeastern University 1980 — 1985
Business, Business Administration
Norwich Free Academy 1976 — 1980
College Prep, Business Administration and Management, General
Catherine Bader's Lincoln Financial Advisors Experience June 2007 - January 2009
Job Audit Analyst at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank July 2014 - Present
. September 2013 - July 2014
Capital Bank (Capital Bank Financial Corp.) January 2013 - September 2013
TrustAtlantic Bank April 2009 - January 2013
Lincoln Financial Advisors June 2007 - January 2009
Sequoia Financial November 2006 - December 2006
Huntington National Bank July 2006 - September 2006
Skills
Banking, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Analytical, Highly Detailed, Fiserv, Jack Henry, Time Management, Training, Auditing, Analysis, Management, Financial Analysis, Accounting, Analytical Skills, Sales, Credit, Software Documentation, Risk Management, Finance
Education
Ohio University 2003 — 2007
Bachelor of Business Administration, Finance and International Business
Northmont High School 1999 — 2003
First Citizens Bank July 2014 - Present
. September 2013 - July 2014
Capital Bank (Capital Bank Financial Corp.) January 2013 - September 2013
TrustAtlantic Bank April 2009 - January 2013
Lincoln Financial Advisors June 2007 - January 2009
Sequoia Financial November 2006 - December 2006
Huntington National Bank July 2006 - September 2006
Skills
Banking, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Analytical, Highly Detailed, Fiserv, Jack Henry, Time Management, Training, Auditing, Analysis, Management, Financial Analysis, Accounting, Analytical Skills, Sales, Credit, Software Documentation, Risk Management, Finance
Education
Ohio University 2003 — 2007
Bachelor of Business Administration, Finance and International Business
Northmont High School 1999 — 2003
Beth Fleming-Brown, CFP®, CLU®, CRPC's Lincoln Financial Advisors Experience February 1999 - Present
Job Fee Based Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors February 1999 - Present
JC Penney 1980 - 1993
Skills
Retirement Planning, Pre and Post Retirement..., Estate Planning, Life Insurance Analysis, Investments, Financial Advisory, Pensions, Retirement, Wealth Management, Wealth Management..., Strategic Financial..., Insurance, Trusts, Asset Protection, IRAs, Asset Managment, Small Business, Wealth Accumulation, Investment Advisory, Fixed Annuities, Financial Planners, Wealth, 401k Rollovers, Series 7, Life Insurance, Financial Services, Securities, Finance
Education
Olivet College 1970 — 1975
BA
The American College
CLU and ChFC, Life Insurance and Financial Planning
Lincoln Financial Advisors February 1999 - Present
JC Penney 1980 - 1993
Skills
Retirement Planning, Pre and Post Retirement..., Estate Planning, Life Insurance Analysis, Investments, Financial Advisory, Pensions, Retirement, Wealth Management, Wealth Management..., Strategic Financial..., Insurance, Trusts, Asset Protection, IRAs, Asset Managment, Small Business, Wealth Accumulation, Investment Advisory, Fixed Annuities, Financial Planners, Wealth, 401k Rollovers, Series 7, Life Insurance, Financial Services, Securities, Finance
Education
Olivet College 1970 — 1975
BA
The American College
CLU and ChFC, Life Insurance and Financial Planning
Frank D Tehel's Lincoln Financial Advisors Experience June 1988 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors June 1988 - Present
Tehel and Company 1981 - May 2012
Prudential Basch Securities NYC 1985 - 1987
FSC Security 1982 - 1984
GBS General Business Services Franchise Owner 1978 - 1980
US Navy 1968 - 1975
REC Rural Electric Co-op 1964 - 1967
Farm Hand//Shell Gas Station 1960 - 1964
Education
The College for Financial Planning 2001 — 2006
Masters in Investment Analysis
The American College 1985 — 1991
Masters in Financial Planning
Old Dominion University 1973 — 1975
BS Accounting
Norfolk State University 1974 — 1974
Tidewater Community College 1973 — 1973
Old Dominion University 1971 — 1972
US Airforce Advance Electrical School, Lowry Air Force Base, Denver, CO 1970 — 1970
US Navel Advance Electrical School, Treasure Island, San Francisco, CA 1968 — 1969
US Navy Basic Training, San Diego, CA 1968 — 1968
Wayne State College 1964 — 1967
Industrial Arts
Lincoln Financial Advisors June 1988 - Present
Tehel and Company 1981 - May 2012
Prudential Basch Securities NYC 1985 - 1987
FSC Security 1982 - 1984
GBS General Business Services Franchise Owner 1978 - 1980
US Navy 1968 - 1975
REC Rural Electric Co-op 1964 - 1967
Farm Hand//Shell Gas Station 1960 - 1964
Education
The College for Financial Planning 2001 — 2006
Masters in Investment Analysis
The American College 1985 — 1991
Masters in Financial Planning
Old Dominion University 1973 — 1975
BS Accounting
Norfolk State University 1974 — 1974
Tidewater Community College 1973 — 1973
Old Dominion University 1971 — 1972
US Airforce Advance Electrical School, Lowry Air Force Base, Denver, CO 1970 — 1970
US Navel Advance Electrical School, Treasure Island, San Francisco, CA 1968 — 1969
US Navy Basic Training, San Diego, CA 1968 — 1968
Wayne State College 1964 — 1967
Industrial Arts
Michael Leonakis's Lincoln Financial Advisors Experience April 2012 - Present
Job Private Wealth Consultant Lincoln Financial Advisors / Sagemark Consulting
Industry Investment Management
Experience
Lincoln Financial Advisors April 2012 - Present
Sherwin Williams June 2011 - April 2012
Sherwin Williams October 2010 - June 2011
Sherwin Williams November 2009 - October 2010
Sherwin Williams November 2005 - October 2009
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2009
MBA
Miami University 2000 — 2004
BS, Finance and Political Science
Lincoln Financial Advisors April 2012 - Present
Sherwin Williams June 2011 - April 2012
Sherwin Williams October 2010 - June 2011
Sherwin Williams November 2009 - October 2010
Sherwin Williams November 2005 - October 2009
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2009
MBA
Miami University 2000 — 2004
BS, Finance and Political Science
Laurie Steadman's Lincoln Financial Advisors Experience 1996 - 2001
Job Financial Planner at World Equity Group
Industry Financial Services
Experience
Lincoln Financial Advisors 1996 - 2001
New York Life Insurance Company 1991 - 1996
Skills
Investment Advisory, IRAs, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Estate Tax Planning, Investment Management, Wealth Management..., Series 7, Retirement, Asset Allocation, 401k Rollovers, Investment Strategies, Series 63, Alternative Investments, Asset Management, High Net Worth..., Financial Advisory, Long-term Care, Financial Planners, Investments, Securities, 401k, Fixed Annuities, Series 65, Small Business, Wealth, Trusts, Mutual Funds, Trust Services, Certified Financial..., Portfolio Management, Insurance, Pensions, Roth IRA, Disability Insurance, Wealth Accumulation, Financial Markets, Finance, Life Insurance, Financial Services, Equities, Risk Management, Employee Benefits, Leadership, Financial Analysis, Fixed Income, Long Term Care Insurance, Term Life Insurance
Education
Deerfield High School
Indiana University-Bloomington
Bachelor’s Degree
Northeastern Illinois University
Master’s Degree
Westridge
Lincoln Financial Advisors 1996 - 2001
New York Life Insurance Company 1991 - 1996
Skills
Investment Advisory, IRAs, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Estate Tax Planning, Investment Management, Wealth Management..., Series 7, Retirement, Asset Allocation, 401k Rollovers, Investment Strategies, Series 63, Alternative Investments, Asset Management, High Net Worth..., Financial Advisory, Long-term Care, Financial Planners, Investments, Securities, 401k, Fixed Annuities, Series 65, Small Business, Wealth, Trusts, Mutual Funds, Trust Services, Certified Financial..., Portfolio Management, Insurance, Pensions, Roth IRA, Disability Insurance, Wealth Accumulation, Financial Markets, Finance, Life Insurance, Financial Services, Equities, Risk Management, Employee Benefits, Leadership, Financial Analysis, Fixed Income, Long Term Care Insurance, Term Life Insurance
Education
Deerfield High School
Indiana University-Bloomington
Bachelor’s Degree
Northeastern Illinois University
Master’s Degree
Westridge
John Denler, Jr.'s Lincoln Financial Advisors Experience October 1991 - January 2000
Job Registered Principal of MML Investors Services LLC and Associate Supervisory Officer MassMutual Southeast Michigan
Industry Financial Services
Experience
MML Investors Services LLC June 2007 - Present
MassMutual Southeast Michigan June 2007 - Present
Fifth Third Securities December 2006 - June 2007
MML Investors Services, Inc. November 2004 - December 2006
Seymour Gill Financial November 2004 - December 2006
The MONY Group July 2003 - November 2004
Kreiner Financial Group January 2000 - July 2003
Lincoln Financial Advisors October 1991 - January 2000
Skills
Strategic Financial..., Insurance, Retirement Planning, Finance, Financial Services, Disability Insurance, Fixed Annuities, Portfolio Management, Investment Advisory, Financial Planning, Long Term Care, Banking, FINRA, Annuities, Employee Benefits, Long-term Care, Long Term Care Insurance, Investments, Securities
Education
University of Michigan
BA, LSA, History & Economics
Oakland University
MA, History, U.S. Constitutional History
University of Michigan
JD,, Constitutional Law
MML Investors Services LLC June 2007 - Present
MassMutual Southeast Michigan June 2007 - Present
Fifth Third Securities December 2006 - June 2007
MML Investors Services, Inc. November 2004 - December 2006
Seymour Gill Financial November 2004 - December 2006
The MONY Group July 2003 - November 2004
Kreiner Financial Group January 2000 - July 2003
Lincoln Financial Advisors October 1991 - January 2000
Skills
Strategic Financial..., Insurance, Retirement Planning, Finance, Financial Services, Disability Insurance, Fixed Annuities, Portfolio Management, Investment Advisory, Financial Planning, Long Term Care, Banking, FINRA, Annuities, Employee Benefits, Long-term Care, Long Term Care Insurance, Investments, Securities
Education
University of Michigan
BA, LSA, History & Economics
Oakland University
MA, History, U.S. Constitutional History
University of Michigan
JD,, Constitutional Law
Amy Buelterman's Lincoln Financial Advisors Experience December 2000 - Present
Job Registered Planner Assistant
Industry Financial Services
Experience
Lincoln Financial Advisors December 2000 - Present
Skills
Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Risk Management, Investments, Business Analysis, Microsoft Word, PowerPoint
Education
Mount St. Joseph University 1996 — 2000
BFA, Photography, Minor Art History
Lincoln Financial Advisors December 2000 - Present
Skills
Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Risk Management, Investments, Business Analysis, Microsoft Word, PowerPoint
Education
Mount St. Joseph University 1996 — 2000
BFA, Photography, Minor Art History
Erol Alitovski's Lincoln Financial Advisors Experience August 2008 - December 2008
Job Investment Analyst at Hewitt EnnisKnupp
Industry Financial Services
Experience
Hewitt EnnisKnupp January 2010 - Present
Goldman Sachs January 2009 - March 2009
Lincoln Financial Advisors August 2008 - December 2008
Skills
Investments, Asset Allocation, Portfolio Management, Microsoft Excel, Portfolio Optimization, Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Finance, Financial Markets, Investment Management, Strategy, Asset Management, Financial Analysis, Mutual Funds, Financial Modeling
Education
Northwestern University 2007 — 2009
BA, Economics
Hewitt EnnisKnupp January 2010 - Present
Goldman Sachs January 2009 - March 2009
Lincoln Financial Advisors August 2008 - December 2008
Skills
Investments, Asset Allocation, Portfolio Management, Microsoft Excel, Portfolio Optimization, Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Finance, Financial Markets, Investment Management, Strategy, Asset Management, Financial Analysis, Mutual Funds, Financial Modeling
Education
Northwestern University 2007 — 2009
BA, Economics
ALFRED APPLE's Lincoln Financial Advisors Experience June 1990 - Present
Job PRIVATE WEALTH ADVISOR at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors June 1990 - Present
Skills
401k, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Retirement, Asset Allocation, Estate Planning, Investment Strategies, Securities
Education
Moravian College
Bachelor of Arts (B.A.)
Lincoln Financial Advisors June 1990 - Present
Skills
401k, Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Retirement, Asset Allocation, Estate Planning, Investment Strategies, Securities
Education
Moravian College
Bachelor of Arts (B.A.)
Randall G. Neighbour's Lincoln Financial Advisors Experience November 2011 - Present
Job Comprehensive Wealth Planner at Lincoln Financial Advisors
Industry Nonprofit Organization Management
Experience
Lincoln Financial Advisors November 2011 - Present
TOUCH Outreach Ministries February 1990 - Present
Education
Northwestern College 1980 — 1982
Lincoln Financial Advisors November 2011 - Present
TOUCH Outreach Ministries February 1990 - Present
Education
Northwestern College 1980 — 1982
Robert D. Violet's Lincoln Financial Advisors Experience 1992 - Present
Job Robert D. Violet, MBA, CFP, CRPC, CFS
Industry Financial Services
Experience
IFP/Lincoln Financial Advisors December 2003 - Present
Robert D Violet, Financial Planner March 1992 - Present
Lincoln Financial Advisors 1992 - Present
Integrated Financial Partners, Inc. 1992 - Present
Skills
Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Investments, Mutual Funds, Financial Advisory, Wealth, Investment Advisory, Series 7, Asset Allocation, Fixed Annuities, Wealth Accumulation, Financial Planners, Securities
Education
Norwich University
Bachelor of Arts (B.A.)
University of Hartford
MBA in Finance
IFP/Lincoln Financial Advisors December 2003 - Present
Robert D Violet, Financial Planner March 1992 - Present
Lincoln Financial Advisors 1992 - Present
Integrated Financial Partners, Inc. 1992 - Present
Skills
Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Investments, Mutual Funds, Financial Advisory, Wealth, Investment Advisory, Series 7, Asset Allocation, Fixed Annuities, Wealth Accumulation, Financial Planners, Securities
Education
Norwich University
Bachelor of Arts (B.A.)
University of Hartford
MBA in Finance
Karl V. Kimball, CLU, ChFC's Lincoln Financial Advisors Experience March 2003 - November 2005
Job Managing Wealth....For Life
Industry Financial Services
Experience
Strategic Wealth Partners, LLC November 2005 - Present
Lincoln Financial Advisors March 2003 - November 2005
Education
Ohio Wesleyan University 1974 — 1978
BA, Economics, Accounting
New Hampton School 1971 — 1974
Diploma, general
The American College
Chartered Financial Consultant and Chartered Life Underwriter
Strategic Wealth Partners, LLC November 2005 - Present
Lincoln Financial Advisors March 2003 - November 2005
Education
Ohio Wesleyan University 1974 — 1978
BA, Economics, Accounting
New Hampton School 1971 — 1974
Diploma, general
The American College
Chartered Financial Consultant and Chartered Life Underwriter
Alfred Arndt's Lincoln Financial Advisors Experience November 1998 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors November 1998 - Present
Skills
Retirement Planning
Education
The American College
ChFC, Wealth Management and Financial Planning
The American College 1971 — 1975
CLU, Estate Planning and Business Insurance
Ohio University
BBA, Accounting and Finance
U. S. Army Officer Candidate School in Fort Eustis, VA 1968 — 1969
First Lieutenant, U. S. Army Aviation Maintenance Officer
Elyria High School - Class of 63
Lincoln Financial Advisors November 1998 - Present
Skills
Retirement Planning
Education
The American College
ChFC, Wealth Management and Financial Planning
The American College 1971 — 1975
CLU, Estate Planning and Business Insurance
Ohio University
BBA, Accounting and Finance
U. S. Army Officer Candidate School in Fort Eustis, VA 1968 — 1969
First Lieutenant, U. S. Army Aviation Maintenance Officer
Elyria High School - Class of 63
Nasha Bunch, MBA's Lincoln Financial Advisors Experience August 2009 - December 2009
Job
Industry Information Technology and Services
Experience
Temple University March 2013 - Present
Thomas Jefferson University Hospital 2011 - 2014
Target Corporation 2010 - 2010
University of Pennsylvania Health System 2007 - 2010
Lincoln Financial Advisors August 2009 - December 2009
Greater Philadelphia Urban Affairs Coalition October 2008 - December 2008
Education
La Salle University 2012 — 2014
Master of Business Administration (MBA), Management
Temple University 2006 — 2009
BBA ; BA, Finance; Broadcasting, Telecommunications and Mass Media
Temple University March 2013 - Present
Thomas Jefferson University Hospital 2011 - 2014
Target Corporation 2010 - 2010
University of Pennsylvania Health System 2007 - 2010
Lincoln Financial Advisors August 2009 - December 2009
Greater Philadelphia Urban Affairs Coalition October 2008 - December 2008
Education
La Salle University 2012 — 2014
Master of Business Administration (MBA), Management
Temple University 2006 — 2009
BBA ; BA, Finance; Broadcasting, Telecommunications and Mass Media
Judy Rudnick's Lincoln Financial Advisors Experience September 2014 - Present
Job Compliance Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors September 2014 - Present
Lincoln Financial Advisors February 2006 - August 2014
Education
Northern Illinois University 1974 — 1977
Finance, Investments
Lincoln Financial Advisors September 2014 - Present
Lincoln Financial Advisors February 2006 - August 2014
Education
Northern Illinois University 1974 — 1977
Finance, Investments
Haiyan Zhen, CPA's Lincoln Financial Advisors Experience May 2007 - August 2007
Job Manager, FP&A
Industry Pharmaceuticals
Experience
inVentiv Health August 2013 - Present
Teva Pharmaceuticals May 2010 - August 2013
Talson Solutions, LLC October 2009 - May 2010
Deloitte 2008 - 2009
Lincoln Financial Advisors May 2007 - August 2007
Skills
Forecasting, Account Reconciliation, Internal Controls, Auditing, Variance Analysis, Budgeting, Financial Modeling, Hyperion Planning, Essbase, SQL*Plus, Business Intelligence, Compliance SOX, Budgets, Finance, Fixed Assets, Financial Audits, Accounts Payable, Sarbanes-Oxley Act, Hyperion Enterprise, Analysis
Education
La Salle University 2012 — 2015
Master of Business Administration (M.B.A.), Finance
Temple University - Fox School of Business and Management 2006 — 2008
Bachelor, Accounting
inVentiv Health August 2013 - Present
Teva Pharmaceuticals May 2010 - August 2013
Talson Solutions, LLC October 2009 - May 2010
Deloitte 2008 - 2009
Lincoln Financial Advisors May 2007 - August 2007
Skills
Forecasting, Account Reconciliation, Internal Controls, Auditing, Variance Analysis, Budgeting, Financial Modeling, Hyperion Planning, Essbase, SQL*Plus, Business Intelligence, Compliance SOX, Budgets, Finance, Fixed Assets, Financial Audits, Accounts Payable, Sarbanes-Oxley Act, Hyperion Enterprise, Analysis
Education
La Salle University 2012 — 2015
Master of Business Administration (M.B.A.), Finance
Temple University - Fox School of Business and Management 2006 — 2008
Bachelor, Accounting
Brad Ewing's Lincoln Financial Advisors Experience 1996 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors 1996 - Present
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Wealth Management, Life Insurance, Variable Annuities, Business succession..., Key-Man Insurance, Buy-sell Agreements, Financial Planning, Series 7, Team Building, Sales, Sales Management, Retirement, Small Business, Investment Advisory, Marketing, Negotiation, Insurance, Management, Customer Service, Contract Negotiation, Mutual Funds
Education
Louisiana State University 1989 — 1994
Bachelor, General Studies
Lincoln Financial Advisors 1996 - Present
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Wealth Management, Life Insurance, Variable Annuities, Business succession..., Key-Man Insurance, Buy-sell Agreements, Financial Planning, Series 7, Team Building, Sales, Sales Management, Retirement, Small Business, Investment Advisory, Marketing, Negotiation, Insurance, Management, Customer Service, Contract Negotiation, Mutual Funds
Education
Louisiana State University 1989 — 1994
Bachelor, General Studies
Darlene Burgess's Lincoln Financial Advisors Experience 2002 - 2004
Job Group Performance Program Coordinator at Tufts Health Plan
Industry Hospital & Health Care
Experience
Tufts Health Plan January 2013 - Present
MetroWest Medical Center 2006 - Present
MetroWest Medical Center 2006 - Present
Partners HealthCare May 2007 - September 2012
BTHR Solutions 2001 - 2005
Lincoln Financial Advisors 2002 - 2004
Boston Scientific 1999 - 2000
Boston Scientific 1999 - 2000
Baybank 1988 - 1994
Skills
Medical Coding, Program Management, Database Administration, Patient Advocacy, Compliance Testing, MS Access, PeopleSoft, Microsoft Excel, PowerPoint, Meditech, CPMS, Medicaid, Disease Management, Employee Benefits, Training, Management
Education
Westfield State University 1985 — 1987
Business, fiance
North Shore Community College 1982 — 1984
Bachelor Degree, Business Management
Reading High School
Tufts Health Plan January 2013 - Present
MetroWest Medical Center 2006 - Present
MetroWest Medical Center 2006 - Present
Partners HealthCare May 2007 - September 2012
BTHR Solutions 2001 - 2005
Lincoln Financial Advisors 2002 - 2004
Boston Scientific 1999 - 2000
Boston Scientific 1999 - 2000
Baybank 1988 - 1994
Skills
Medical Coding, Program Management, Database Administration, Patient Advocacy, Compliance Testing, MS Access, PeopleSoft, Microsoft Excel, PowerPoint, Meditech, CPMS, Medicaid, Disease Management, Employee Benefits, Training, Management
Education
Westfield State University 1985 — 1987
Business, fiance
North Shore Community College 1982 — 1984
Bachelor Degree, Business Management
Reading High School
Robert E. Hipple, Jr.'s Lincoln Financial Advisors Experience April 2002 - August 2005
Job Independent Insurance Agent
Industry Food Production
Experience
providing Medicare and Financial Services to Seniors June 2011 - Present
National Rifle Association of America August 2005 - June 2011
Lincoln Financial Advisors April 2002 - August 2005
Skills
Trustee for Keystone..., Estate Planning, Fixed Annuities, Retirement, Insurance, Fundraising, Investments, Strategic Financial..., Financial Planners, Long-term Care, Disability Insurance, Term Life Insurance, Health Insurance, Retirement Planning, Whole Life, Life Insurance
Education
Penn State University 1975 — 1979
providing Medicare and Financial Services to Seniors June 2011 - Present
National Rifle Association of America August 2005 - June 2011
Lincoln Financial Advisors April 2002 - August 2005
Skills
Trustee for Keystone..., Estate Planning, Fixed Annuities, Retirement, Insurance, Fundraising, Investments, Strategic Financial..., Financial Planners, Long-term Care, Disability Insurance, Term Life Insurance, Health Insurance, Retirement Planning, Whole Life, Life Insurance
Education
Penn State University 1975 — 1979
Ernest Lee Davidson, Jr.'s Lincoln Financial Advisors Experience June 1993 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors June 1993 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Investment Management, Insurance, Asset Allocation, Investment Advisory..., Asset Management..., Estate/Asset Protection...
Education
Liberty University 1971 — 1975
Bachelor of Arts (BA)
The American College
Lincoln Financial Advisors June 1993 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Investment Management, Insurance, Asset Allocation, Investment Advisory..., Asset Management..., Estate/Asset Protection...
Education
Liberty University 1971 — 1975
Bachelor of Arts (BA)
The American College
Evelin Serrano's Lincoln Financial Advisors Experience September 2011 - May 2013
Job International GL Accountant at UPS
Industry Financial Services
Experience
UPS May 2013 - Present
Lincoln Financial Advisors September 2011 - May 2013
Bank of America January 2011 - September 2011
North Lake College October 2008 - September 2010
Skills
Goal Setting, Bilingual, Close Attention to..., 10 Key, Type 35 words per minute, Strong Customer Service, Microsoft Office, Multitasking, Exceptionally well..., Multi Tasking, Customer Service, Data Entry, Teamwork, Outlook, Microsoft Word, Telephone Skills, Access, Spreadsheets, Auditing, Filing, Microsoft Excel, PowerPoint, Financial Accounting, Spanish
Education
The University of Texas at Dallas 2010 — 2013
Finance and Accounting
North Lake College 2008 — 2010
Associate of Science (AS), Concentration in Business Administration
UPS May 2013 - Present
Lincoln Financial Advisors September 2011 - May 2013
Bank of America January 2011 - September 2011
North Lake College October 2008 - September 2010
Skills
Goal Setting, Bilingual, Close Attention to..., 10 Key, Type 35 words per minute, Strong Customer Service, Microsoft Office, Multitasking, Exceptionally well..., Multi Tasking, Customer Service, Data Entry, Teamwork, Outlook, Microsoft Word, Telephone Skills, Access, Spreadsheets, Auditing, Filing, Microsoft Excel, PowerPoint, Financial Accounting, Spanish
Education
The University of Texas at Dallas 2010 — 2013
Finance and Accounting
North Lake College 2008 — 2010
Associate of Science (AS), Concentration in Business Administration
Angela Peelen's Lincoln Financial Advisors Experience 1998 - November 2005
Job Office Manager at Portsmouth Metal Stamping, Inc.
Industry Mechanical or Industrial Engineering
Experience
Portsmouth Metal Stamping, Inc. May 2007 - Present
Lincoln Financial Advisors 1998 - November 2005
Jefferson-Pilot Inurance 1995 - 1998
Education
Old Dominion University
Portsmouth Metal Stamping, Inc. May 2007 - Present
Lincoln Financial Advisors 1998 - November 2005
Jefferson-Pilot Inurance 1995 - 1998
Education
Old Dominion University
Christine R Heilmann's Lincoln Financial Advisors Experience November 1997 - October 1998
Job
Industry Investment Management
Experience
J.P Morgan Securities, LLC January 2015 - Present
J.P. Morgan Securities, LLC April 2012 - January 2015
CHASE INVESTMENT SERVICES CORP. February 2010 - April 2012
CHASE INVESTMENT SERVICES CORP. May 2009 - January 2010
CHASE INVESTMENT SERVICES CORP. April 2006 - April 2009
Chase Insurance Group January 2004 - April 2006
One Group Dealer Services March 2000 - January 2004
Banc One Securities Corporation October 1998 - March 2000
Lincoln Financial Advisors November 1997 - October 1998
Education
The Ohio State University 1992 — 1997
Bachelor of Science (BS), Psychology/Business
Otterbein University
Master of Business Administration (MBA), Business Administration and Management, General
J.P Morgan Securities, LLC January 2015 - Present
J.P. Morgan Securities, LLC April 2012 - January 2015
CHASE INVESTMENT SERVICES CORP. February 2010 - April 2012
CHASE INVESTMENT SERVICES CORP. May 2009 - January 2010
CHASE INVESTMENT SERVICES CORP. April 2006 - April 2009
Chase Insurance Group January 2004 - April 2006
One Group Dealer Services March 2000 - January 2004
Banc One Securities Corporation October 1998 - March 2000
Lincoln Financial Advisors November 1997 - October 1998
Education
The Ohio State University 1992 — 1997
Bachelor of Science (BS), Psychology/Business
Otterbein University
Master of Business Administration (MBA), Business Administration and Management, General
Claire Horner's Lincoln Financial Advisors Experience January 2014 - Present
Job Administrative Assistant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors January 2014 - Present
Lockheed Martin December 2004 - August 2013
Skills
Outlook
Education
Lincoln Technical Institute-Moorestown 1997 — 1998
Associate's Degree, Executive Assistant/Executive Secretary, 4.0 Presidents List
Lincoln Financial Advisors January 2014 - Present
Lockheed Martin December 2004 - August 2013
Skills
Outlook
Education
Lincoln Technical Institute-Moorestown 1997 — 1998
Associate's Degree, Executive Assistant/Executive Secretary, 4.0 Presidents List
Darrell Masters's Lincoln Financial Advisors Experience January 1991 - April 2005
Job CERTIFIED FINANCIAL PLANNER™ at Kenwood Financial Group "...where Main Street Invests."®
Industry Financial Services
Experience
Kenwood Financial Group "...where Main Street Invests."® May 2005 - Present
Lincoln Financial Advisors January 1991 - April 2005
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Finance, Financial Planning, Retirement, Investment Advisory, Financial Advisory
Education
Miami University
Bachelor of Science (B.S.), Finance
Kenwood Financial Group "...where Main Street Invests."® May 2005 - Present
Lincoln Financial Advisors January 1991 - April 2005
Skills
Retirement Planning, Series 7, Wealth Management, Investments, Finance, Financial Planning, Retirement, Investment Advisory, Financial Advisory
Education
Miami University
Bachelor of Science (B.S.), Finance