Lincoln Financial Advisors

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

Lincoln Financial Advisors Employees

Employee
Years
Job
Industry
Wesley Grey Stout, MBA Wesley Grey Stout, MBA Virginia Beach, Virginia Details
Wesley Grey Stout, MBA's Lincoln Financial Advisors Experience 2013 - Present
Job Investment Advisor Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   2013 - Present
Lincoln Financial Advisors   May 2010 - August 2012
Stihl  May 2009 - August 2009

Skills
Financial Analysis, Life Insurance, Portfolio Management, Investments, Accounting, Data Analysis, Wealth Management, Retirement Planning, College Savings: 529..., 403 b, Disability Insurance, Long Term Care Insurance

Education
Radford University - College of Business and Economics   2011 — 2012
Master of Business Administration (MBA)

Radford University - College of Business and Economics   2007 — 2011
Bachelor of Business Administration (BBA), Finance, General

Dylan Komack Dylan Komack Greater New York City Area Details
Dylan Komack's Lincoln Financial Advisors Experience April 2013 - September 2013
Job Risk & Compliance Consultant at Protiviti
Industry Financial Services
Experience
Protiviti  August 2015 - Present
Seven Points Capital  July 2014 - August 2015
WallachBeth Capital  December 2013 - February 2014
Lincoln Financial Advisors   April 2013 - September 2013
JOST Financial Management   June 2012 - August 2012

Skills
Finance, Higher Education, Research, PowerPoint, Microsoft Office, Microsoft Excel, Economics, Public Speaking, Microsoft Word, Customer Service, Access, Portfolio Management, Accounting, Marketing, Leadership, Data Analysis, Analysis, Statistics, Equities, Investments, Trading

Education
Rutgers University-New Brunswick   2010 — 2014
Bachelor of Arts (B.A.), Economics

John Wilson, CFP®, CPA* John Wilson, CFP®, CPA* Houston, Texas Details
John Wilson, CFP®, CPA*'s Lincoln Financial Advisors Experience November 2002 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   November 2002 - Present
Enron  2000 - 2001
Valero Energy Corporation  1993 - 2000

Skills
Retirement Planning, Finance, Strategic Financial..., Financial Advisory, Investment Advisory, Retirement, Mutual Funds, Wealth Management, Estate Planning, Wealth, Wealth Accumulation, Financial Planners, IRAs, Asset Allocation, Securities, Financial Planning

Education
Rice University

Ron Micciulla Ron Micciulla Greater Philadelphia Area Details
Ron Micciulla's Lincoln Financial Advisors Experience September 2008 - December 2008
Job
Industry Information Technology and Services
Experience
Cenlar FSB  April 2013 - Present
Asset Management Specialist  August 2010 - February 2013
GMAC Residential Capital   May 2009 - March 2010
Kenexa  March 2009 - May 2009
Lincoln Financial Advisors   September 2008 - December 2008
Merrill Lynch  August 2007 - August 2008
Mortgagehub, Inc   July 2003 - July 2007
ISGN  2006 - 2007
GMAC Commercial Mortgage Corp   July 1997 - July 2003

Skills
Requirements Analysis, Vendor Management, PMO, Software Project..., Project Portfolio..., Project Management, PMP, IT Strategy, Agile Project Management, Integration, Visio, Enterprise Software, Requirements Gathering, Business Process, Leadership, SharePoint, IT Management, Resource Management, Enterprise Architecture, Program Management, Databases, Software Documentation, CRM, Business Process..., MS Project, Data Warehousing, Business Intelligence, Agile Methodologies

Education
Philadelphia University   1994 — 1996
BS, Management Information Systems

Ezra Evangelista Ezra Evangelista Greater Los Angeles Area Details
Ezra Evangelista's Lincoln Financial Advisors Experience June 2007 - June 2009
Job Director, Business Performance at HathawaySycamores Child & Family Services
Industry Medical Practice
Experience
Hathaway-Sycamores Child & Family Services  April 2015 - Present
T.H.E. Clinic, Inc.   September 2013 - April 2015
T.H.E. Clinic, Inc.   November 2010 - December 2014
JWCH Institute  September 2009 - November 2010
Lincoln Financial Advisors   June 2007 - June 2009

Skills
Financial Analysis, Budgets, Financial Reporting, Microsoft Excel, Business Intelligence, Data Analysis, Microsoft Office, Microsoft Word, Research, Customer Service, Public Speaking, Financial Modeling, Analysis, Nonprofits, Strategic Financial..., Managerial Finance, Finance, Report Writing

Education
UC San Diego   2006 — 2009
Bachelor of Arts, Mathematics and Economics

Riverside Community College   2003 — 2005
Associate of Science, Mathematics

Crystal Say Crystal Say Sacramento, California Area Details
Crystal Say's Lincoln Financial Advisors Experience November 2012 - March 2015
Job VIP Client Service Manager at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers  January 2013 - Present
Lincoln Financial Advisors   November 2012 - March 2015
Powell & Associates   December 2010 - August 2012
Parker Hannifin  June 2010 - October 2010
Central Valley Nannies   August 2006 - August 2008
Nannies by Nature   January 2006 - August 2006

Skills
Marketing, Social Media Marketing, Microsoft Excel, Microsoft Word, Microsoft Office 2007, PowerPoint, Online Research, Office Administration, Social Networking, Series 7, Microsoft Publisher, Outlook, Basecamp, MailChimp, Constant Contact, Wordpress, Wordperfect, Internet, Fast Learner, Self-starter, Organized Multi-tasker, Strategy Implementation, Team Building, Inventory Management, Customer Service, Leadership, Public Speaking, Marketing Strategy, Notary Public, Microsoft Office

Education
Sacramento City College   2011 — 2013
Business Administration and Management, General

Elizabeth Tuxbury Elizabeth Tuxbury Hartford, Connecticut Area Details
Elizabeth Tuxbury's Lincoln Financial Advisors Experience August 2013 - February 2014
Job Research Assistant Dowling&Partners
Industry Financial Services
Experience
Dowling&Partners   March 2014 - Present
Lincoln Financial Advisors   August 2013 - February 2014
Yoga Direct   August 2010 - July 2013
Bartlett Actuarial Group   January 2010 - September 2010
Saint Michael's College  May 2009 - August 2009
Litchfield Bancorp, Bank   May 2008 - August 2008

Skills
Microsoft Office, Public Speaking, Social Media, PowerPoint, Microsoft Excel, Research, Customer Service, Social Networking, Nonprofits, Social Media Marketing, Property & Casualty..., Microsoft Word, Editing, Writing

Education
Saint Michael's College   2006 — 2010
Bachelor of Arts, Economics and Political Science

Saint Michael's College   2006 — 2010
BA, Economics

Christopher McClure Christopher McClure Danville, California Details
Christopher McClure's Lincoln Financial Advisors Experience June 1994 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   June 1994 - Present

Skills
Retirement Planning, Investment Planning, Estate Planning, Insurance, Investments, Strategic Financial..., Succession Planning

Education
Saint Mary's College of California   1990 — 1994
Bachelors degree in Honors Finance

Pacific Grove High School   1986 — 1990

Jeff Presley Jeff Presley Fort Wayne, Indiana Details
Jeff Presley's Lincoln Financial Advisors Experience August 1990 - February 2003
Job Wealth Advisor at Dickmeyer Boyce Financial Management, Inc.
Industry Investment Management
Experience
Dickmeyer Boyce Financial Management, Inc.   May 2012 - Present
McDonald Presley Capital Management, Inc.   March 2003 - April 2012
Lincoln Financial Advisors   August 1990 - February 2003

Skills
Alternative Investments, Asset Allocation, Asset Management, Budgets, Customer Service, Estate Planning, Finance, Financial Advisory, Investment Advisory, Investment Management, Investment Strategies, Investments, Leadership, Management, Mutual Funds, Public Speaking, Retirement, Retirement Planning, Securities, Strategic Financial..., Strategic Planning, Wealth, Wealth Management, Wealth Management..., Wealth Accumulation

Education
Purdue University

Mary LeComte-Haselbarth Mary LeComte-Haselbarth Macon, Georgia Area Details
Mary LeComte-Haselbarth's Lincoln Financial Advisors Experience March 2007 - November 2007
Job Inside Sales at WCR Incorporated
Industry Machinery
Experience
WCR Incorporated  July 2013 - Present
WCR Incorporated  January 2009 - March 2012
Lincoln Financial Advisors   March 2007 - November 2007
West Marine  November 2005 - October 2007

Skills
Customer Service, Microsoft Office, Purchasing, Sales Management, Customer Relations, Strategic Planning, Microsoft Excel, PowerPoint, SAP CRM, Mas 90

Education
University of South Florida   2005 — 2007
Bachelor of Science, Finance

Purchase College, SUNY   2004 — 2005

Towson University   2003 — 2003

Steven Majoris Steven Majoris Greater New York City Area Details
Steven Majoris's Lincoln Financial Advisors Experience May 2013 - September 2013
Job Portfolio Administrator with Advisors Asset Management
Industry Investment Management
Experience
Advisors Asset Management, Inc.   December 2014 - Present
Financial Resources / The Investment Center, Inc.   December 2013 - October 2014
Lincoln Financial Advisors   May 2013 - September 2013
Aerial Photos of NJ   December 2012 - January 2013
Northwestern Mutual  May 2012 - July 2012
College Works Painting  March 2011 - August 2011

Skills
Entrepreneurship, Life & Health Insurance..., Microsoft Office, Risk Management, Microsoft Excel, Investments, Mutual Funds, Strategic Financial..., Portfolio Management, Financial Modeling, Insurance, Budgets, Finance, Financial Services

Education
Rowan University   2009 — 2013
Bachelor of Science, Business Admin: Finance

Amelia Gomez Amelia Gomez San Ramon, California Details
Amelia Gomez's Lincoln Financial Advisors Experience January 2015 - June 2015
Job Planner Assistant to Christopher T. McClure at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   January 2015 - June 2015
Five Corners Strategies  February 2015 - May 2015
California Democratic Party  August 2014 - November 2014
District Office of Senator Cathleen Galgiani   June 2014 - August 2014
Waterloo Gun and Bocce Bar and Grill   August 2012 - August 2014
Satellite Affordable Housing Associates (SAHA)   October 2013 - May 2014
Saint Mary's College of California  August 2013 - May 2014
Saint Mary's College of California  August 2013 - May 2014
Saint Mary's College of California  January 2013 - May 2014
Peer Health Exchange  October 2013 - March 2014

Skills
Travel Blogging, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Skills, Social Networking, Cultural Awareness, Digital Media, Time Management, Analysis, Program Management, Volunteer Management, Community Outreach

Education
Saint Mary's College of California   2010 — 2014
Bachelor of Arts (B.A.), Global Justice

Samantha Balboni Samantha Balboni San Francisco Bay Area Details
Samantha Balboni's Lincoln Financial Advisors Experience January 2000 - January 2002
Job Relationship Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  January 2002 - Present
Lincoln Financial Advisors   January 2000 - January 2002
Lincoln Financial Advisors   October 1995 - January 2002

Skills
401k, Retirement, Series 7, Retirement Planning, Investments, Mutual Funds, Wealth Management, Insurance, Fixed Annuities, Securities, Asset Allocation, Investment Advisory, Financial Advisory, Estate Planning, Series 63, Series 6, Financial Services

Education
California High School

Saint Mary's College of California

Jillian Nel, CFP®, CDFA Jillian Nel, CFP®, CDFA Houston, Texas Area Details
Jillian Nel, CFP®, CDFA's Lincoln Financial Advisors Experience October 2005 - September 2011
Job Financial Planner for Retirement, Investment, Estate, Divorce & Risk Management at Legacy Asset Management
Industry Financial Services
Experience
Rice University  March 2013 - Present
Legacy Asset Management  September 2011 - Present
Lincoln Financial Advisors   October 2005 - September 2011

Skills
Investments, Retirement, Mutual Funds, Strategic Financial..., Financial Planning, 401k, Wealth Management, Asset Allocation, Series 7, Investment Advisory, Asset Management, Finance, Estate Planning, Insurance, Securities, Life Insurance, Long-term Care, Investment Management, Pensions, Risk Management, Financial Planners, High Net Worth..., Financial Advisory, Personal Financial..., Certified Financial..., Wealth Accumulation, Retirement Planning, Certified Divorce..., Fixed Annuities, Variable Annuities, Public Speaking

Education
Rice University   2010 — 2011
CFP Certification

University of Colorado at Boulder - Leeds School of Business   1997 — 2001
Bachelor of Science, Business Administration

Chris Neumann Chris Neumann Chicago, Illinois Details
Chris Neumann's Lincoln Financial Advisors Experience May 2012 - August 2012
Job Investment Analyst at NorthMarq Capital
Industry Commercial Real Estate
Experience
NorthMarq Capital  August 2014 - Present
NorthMarq Capital  November 2013 - August 2014
NorthMarq Capital  June 2013 - November 2013
Saint John's University  August 2012 - May 2013
Lincoln Financial Advisors   May 2012 - August 2012
Saint John's University  January 2011 - May 2012
Saint John's University  August 2009 - April 2011

Education
St. John's University   2009 — 2013
Bachelor of Arts, Accounting & Finance

Kristen Daly Kristen Daly Los Angeles, California Details
Kristen Daly's Lincoln Financial Advisors Experience September 2007 - December 2007
Job Vice President, Relationship Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase & Co.   February 2015 - Present
JPMorgan Chase & Co.   March 2013 - January 2015
JPMorgan Chase & Co.   July 2011 - February 2013
JPMorgan Chase & Co.   July 2009 - July 2011
JPMorgan Chase & Co.   June 2008 - August 2008
Lincoln Financial Advisors   September 2007 - December 2007

Skills
Equities, Customer Relations, Sales Presentations, Marketing Support, Marketing Communications, Event Planning, Corporate Events, Event Management, Customer Service, Management, Sales, Loans, Financial Analysis

Education
Philadelphia University   2005 — 2009
Bachelor of Science (B.S.), Finance, General, Suma Cum Laude

Nick Ruotolo Nick Ruotolo Pleasanton, California Details
Nick Ruotolo's Lincoln Financial Advisors Experience December 2014 - Present
Job Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   December 2014 - Present
CCOP   October 2009 - February 2012

Skills
Microsoft Office, Leadership, Customer Service, Microsoft Excel, Public Speaking, Investments, Training, Marketing, Sales, Strategic Planning, Team Building, Social Media Marketing

Education
Saint Mary's College of California   2014 — 2016
Business Finance

De Anza College   2012 — 2014
Associate of Arts and Sciences (A.A.S.), Business

Clarissa Nash Clarissa Nash Dallas/Fort Worth Area Details
Clarissa Nash's Lincoln Financial Advisors Experience August 2004 - January 2006
Job Investment Management Professional
Industry Investment Management
Experience
Highland Capital Management, L.P.   January 2011 - February 2013
Highland Capital Management, L.P.   February 2009 - January 2011
Highland Capital Management, L.P.   October 2007 - February 2009
Highland Capital Management, L.P.   January 2006 - October 2007
Lincoln Financial Advisors   August 2004 - January 2006

Skills
Advent, Microsoft Office, Bloomberg Terminal, Morningstar Direct, Equities, Portfolio Management

Education
Southern Methodist University   2001 — 2005
Bachelor of Business Administration (BBA), Finance, General

Southern Methodist University   2001 — 2005
Bachelor of Arts (BA), Psychology

Daniel J. Lauletta, CFP®,LUTCF,CLU®,ChFC®,AEP® Daniel J. Lauletta, CFP®,LUTCF,CLU®,ChFC®,AEP® Cleveland/Akron, Ohio Area Details
Daniel J. Lauletta, CFP®,LUTCF,CLU®,ChFC®,AEP®'s Lincoln Financial Advisors Experience February 2004 - February 2008
Job Financial Planner at Plancorp, Inc.
Industry Financial Services
Experience
Plancorp, Inc.   September 2012 - Present
Cetera Advisor Networks LLC  September 2012 - Present
Financial Management Strategies, Inc.   September 2012 - Present
Ameriprise Financial Services, Inc.   February 2008 - September 2012
Lincoln Financial Advisors   February 2004 - February 2008
GE Financial Advisors   February 2003 - February 2004
Western-Southern Life Insurance Company  October 1991 - February 2003
Liberty National Life Insurance Company  October 1985 - October 1991

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

Education
Rockford University   1980 — 1984
B.S., Pyschology

Christina Hensley Christina Hensley San Francisco Bay Area Details
Christina Hensley's Lincoln Financial Advisors Experience June 2012 - October 2014
Job Associate Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual  October 2014 - Present
Lincoln Financial Advisors   June 2012 - October 2014

Education
Saint Mary's College of California   2009 — 2013
Bachelor of Arts (B.A.)

Claremont High School

Jesse Liebman Jesse Liebman Portland, Oregon Area Details
Jesse Liebman's Lincoln Financial Advisors Experience August 2007 - December 2007
Job Sr. Digital Marketing Strategist at Six Spoke Media
Industry Marketing and Advertising
Experience
Six Spoke Media  August 2015 - Present
Somerset Investments, Inc   June 2013 - August 2015
Norm Thompson Outfitters  April 2011 - June 2013
Roof Life of Oregon   March 2010 - April 2011
Cadenza Academy   October 2006 - October 2010
EngineWorks  August 2008 - November 2009
West Hill Media   March 2008 - September 2008
Dick's Sporting Goods  February 2008 - September 2008
Lincoln Financial Advisors   August 2007 - December 2007
PGE Park - Portland Beavers / Timbers   April 2007 - September 2007

Skills
Email Marketing, SEO, Web Analytics, Social Media, E-commerce, SEM, Project Planning, Strategy, Data Analysis, Management, Blogging, PPC, Direct Marketing, Integrated Marketing, Marketing Strategy, Marketing, Google Adwords, Brand Development

Education
Portland State University - School of Business   2004 — 2009
Bacholor of Science, Advertisment Management & Marketing, Technological Innovation Track

Tigard High School   2000 — 2004

Kinley Wong, CRPC Kinley Wong, CRPC San Francisco Bay Area Details
Kinley Wong, CRPC's Lincoln Financial Advisors Experience February 2002 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   February 2002 - Present

Skills
Retirement Planning, Insurance, Securities, Finance, Investment Advisory..., Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Estate Planning, Mutual Funds, Investments, Series 7, Financial Advisory, Fixed Annuities, Asset Allocation, Investment Strategies, Wealth, Financial Planners, Life Insurance, Series 63, Financial Planning

Education
San Francisco State University
Bachelor of Science

Holly Carroccio Holly Carroccio Dallas/Fort Worth Area Details
Holly Carroccio's Lincoln Financial Advisors Experience October 1989 - April 2001
Job Developing Financial Clarity and Vision
Industry Financial Services
Experience
Nexus Advisors, L.L.C.   April 2001 - Present
Allegiant Wealth Management   2008 - 2012
Lincoln Financial Advisors   October 1989 - April 2001
HD Vest  1987 - 1989

Skills
Insurance, Disability Insurance, Long Term Care, Divorce Planning, Estate Planning, Small Business, Long-term Care

Education
Southern Methodist University   1982 — 1987
BBA, Finance

Southern Methodist University - Cox School of Business   1982 — 1987
BBA, Finance

Brody Luebkeman Brody Luebkeman San Francisco Bay Area Details
Brody Luebkeman's Lincoln Financial Advisors Experience July 2015 - Present
Job Charismatic relationship builder, fundraiser, content creator, motivator. Missing that spark? You've found ME.
Industry Financial Services
Experience
Lincoln Financial Advisors   July 2015 - Present
Sourjohn-Kim Retirement Solutions   March 2015 - July 2015
Lincoln Financial Advisors   February 2015 - July 2015
Peet's Coffee & Tea   September 2014 - May 2015
Brookfield Residential  August 2013 - July 2014
Brookfield Homes  June 2013 - August 2013
Point Loma Nazarene University  May 2012 - May 2013
Point Loma Nazarene University  January 2010 - May 2013
Point Loma Nazarene University  June 2011 - June 2012
Restore International  September 2011 - February 2012

Skills
Social Media, Networking, Leadership, Public Relations, Event Management, Non-profits, Nonprofits, PowerPoint, Fundraising, Microsoft Word, Microsoft Office, Graphic Design, Photography, Social Networking, Advertising, Event Planning, Editing, Research, Management, Team Building, Community Outreach, Blogging, International..., Customer Service, Time Management, Social Media Marketing, Volunteer Management, Marketing, Writing Skills, Illustrator, Survey Design, Qualtrics, Microfinance, Sales, Public Speaking, Microsoft Excel, Communication

Education
Point Loma Nazarene University   2009 — 2013
Bachelor of Science, International Development Studies, Public Relations

Dennis Williams, MSBA, CFP® Dennis Williams, MSBA, CFP® San Diego, California Details
Dennis Williams, MSBA, CFP®'s Lincoln Financial Advisors Experience April 1999 - Present
Job Investment Advisor Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   April 1999 - Present

Education
San Diego State University-California State University   1994 — 1996
Master of Science (MS), Business Administration and Management, General

University of San Diego   1988 — 1992
BBA

Lei Wang, CFP®, MBA, CSF, CRPC Lei Wang, CFP®, MBA, CSF, CRPC Windsor, Connecticut Details
Lei Wang, CFP®, MBA, CSF, CRPC's Lincoln Financial Advisors Experience May 2001 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   May 2001 - Present

Skills
Estate Planning, Retirement Planning, Investment Planning, Risk Management Planning, Tax Reduction Strategies, Business Succession..., Group Benefits Planning, Financial Advisory, Investments

Education
Rensselaer Polytechnic Institute

Michael Stickney, CLU, ChFC Michael Stickney, CLU, ChFC Madison, Wisconsin Area Details
Michael Stickney, CLU, ChFC's Lincoln Financial Advisors Experience January 1982 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   January 1982 - Present

Skills
Financial Advisory, CLU, ChFC, Retirement Planning, Investments, Estate Planning, Wealth Management, Investment Strategies, Retirement, Securities

Education
Western Michigan University

Quincy University

Daniel Tarsha, CFP® Daniel Tarsha, CFP® Dallas/Fort Worth Area Details
Daniel Tarsha, CFP®'s Lincoln Financial Advisors Experience August 2005 - November 2009
Job Regional Sales Director at Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management, L.P.   December 2012 - Present
Behringer Harvard  January 2011 - December 2012
New York Life Insurance Company  December 2009 - January 2011
Lincoln Financial Advisors   August 2005 - November 2009

Skills
Investments, Financial Planning, Mutual Funds, Asset Management, Series 7, Series 63, Series 66, Alternative Investments, Uniform Combined State..., Asset Allocation, Retirement Planning, Finance, Strategic Financial..., Securities, Wealth Management, ETFs, Series 65

Education
Southern Methodist University   2009 — 2010
Certificate Program in Financial Planning

University of Notre Dame   2001 — 2005
Finance, BA

Namita Hirang Patel Namita Hirang Patel Norfolk, Virginia Area Details
Namita Hirang Patel's Lincoln Financial Advisors Experience September 2001 - March 2014
Job AVP, Operations and Project Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  April 2014 - Present
Lincoln Financial Advisors   September 2001 - March 2014

Skills
Strategic Thinking, Team Leadership, Critical Thinking, Intellectually Curious, Series 7, Financial Services, Series 24, Risk Management, Process Improvement, Life Insurance, Finance, Relationship Management, Operations Management, Coaching, Budgets, Team Building, Customer Service, Change Management

Education
Sardar Patel University   1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance and Personnel Management

Francis Sheehan Francis Sheehan Ann Arbor, Michigan Details
Francis Sheehan's Lincoln Financial Advisors Experience May 2008 - September 2008
Job Pricing and Margin Specialist at Dawn Food Products
Industry Food Production
Experience
Dawn Food Products  November 2013 - Present
Puratos  October 2010 - October 2013
Checkpoint Systems  September 2008 - October 2010
Lincoln Financial Advisors   May 2008 - September 2008

Skills
Pricing, Food Industry, Pricing Strategy, Food, Customer Insight, Distributors, Oracle 9i, QlikView, Microsoft Excel, Accounting, Accruals, Inventory Control, Cycle Counting, SOX Compliancy, Baan ERP, Sales Contracts, Rebates, Gross Profit Analysis, Financial Close Process, Transfer Pricing, Procurement, Oracle, Analysis, Inventory Management, Sales, Sarbanes-Oxley Act, SAP

Education
Rowan University   2007 — 2009
Bachelor's degree, Finance, General

Barbara DiIorio Barbara DiIorio Santa Rosa, California Details
Barbara DiIorio's Lincoln Financial Advisors Experience 1982 - 2002
Job Owner Zanza Learning & Tutorial Services
Industry Education Management
Experience
Zanza Learning Services   September 1991 - Present
Lincoln Financial Advisors   1982 - 2002
Xerox  October 1976 - July 1982

Skills
ESL, Marketing, Public Speaking, Marketing Strategy, Community Outreach, Social Networking, Editing

Education
Sonoma State University   1985 — 1989
Bachelor of Science (B.S.), Marine Biology and Biological Oceanography

Weber State University   1966 — 1969
Bachelor of Arts (B.A.), Sociology and Anthropology

Danny D'Orazio Danny D'Orazio San Francisco Bay Area Details
Danny D'Orazio's Lincoln Financial Advisors Experience June 2005 - August 2005
Job Director of Fixed Income Trading at KCM Investment Advisors
Industry Investment Management
Experience
KCM Investment Advisors   September 2014 - Present
KCM Investment Advisors   September 2008 - September 2014
KCM Investment Advisors   September 2007 - September 2008
KCM Investment Advisors   September 2006 - September 2007
Lincoln Financial Advisors   June 2005 - August 2005
Northwestern Mutual  May 2004 - September 2004

Skills
FX, Corporates, Bonds, Fixed Income, Trading, Investment Advisory, Municipal, Bloomberg, Securities, Portfolio Management, Investments, Asset Allocation, Trading Systems, Municipalities, FX Options, Financial Services, Finance

Education
St. Mary's College of California   2002 — 2006
Bachelor of Science, Finance/Economics

David Henze David Henze Evansville, Indiana Details
David Henze's Lincoln Financial Advisors Experience 2002 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   2002 - Present
Securities America, Inc. Member FINRA/SIPC   2000 - 2002
Prudential Financial  1994 - 2000

Skills
Risk Management, Finance, Succession Planning, Project Planning, Life Insurance, Long-term Care, Financial Analysis, Disability Insurance, Term Life Insurance, Portfolio Management, Financial Services, Budgets, Strategic Planning, Banking, Customer Service

Education
Purdue University   1992 — 1996
Bachelor of Science (B.S.)

William Shuey, CFP® William Shuey, CFP® Greater Philadelphia Area Details
William Shuey, CFP®'s Lincoln Financial Advisors Experience April 2014 - Present
Job Investment Advisor Representative at Lincoln Financial Advisors; Defensive Coordinator Widener University Football
Industry Sports
Experience
Widener University  March 2014 - Present
Lincoln Financial Advisors   April 2014 - Present
West Chester University  April 2012 - March 2014
Valley Forge Investment Consultants, Inc.   March 2011 - March 2014
Philadelphia Eagles  2001 - 2011
Pennridge School District  August 1999 - January 2001

Skills
Coaching, Public Speaking, Event Planning, Sports, Sports Management

Education
West Virginia University   1997 — 1998
Master's, Education

Slippery Rock University of Pennsylvania   1993 — 1996
Bachelor's, Sport Management & Business

Leonard Silon Leonard Silon Greater Philadelphia Area Details
Leonard Silon's Lincoln Financial Advisors Experience December 2004 - October 2006
Job Salesforce.com Admin at HTH Worldwide
Industry Media Production
Experience
HTH Worldwide  May 2015 - Present
Advance Central Services, Inc.   May 2012 - May 2015
Barclaycard US  November 2011 - March 2012
Lincoln Financial Group  March 2011 - November 2011
Lincoln Financial Distributors  November 2007 - May 2011
Lincoln Financial Network  October 2006 - November 2007
Lincoln Financial Advisors   December 2004 - October 2006
FedEx  October 2003 - November 2004
Wal-Mart Stores Inc  May 2003 - October 2003
Sprint PCS  June 2001 - December 2002

Skills
Salesforce.com, Business Analysis, Business Requirements, Testing, Visio, Insurance, Access, Training, CRM, Management, Project Management, Information Technology, Enterprise Software, Business Process, Vendor Management, Financial Services, Process Improvement, Team Leadership, SDLC, Customer Service, Program Management, Digital Media, Social Media, Quality Assurance, Software Documentation

Education
Stevens Institute of Technology   1998 — 2000
Masters of Science, Information Science; Information Management, 3.5

Sonoma State University   1987 — 1989
Bachelor of Science, Applied Mathematics; Computer Science, Math

Western Kentucky University   1981 — 1984
Math, Computer Science

Michael Baumhauer Michael Baumhauer Greater Philadelphia Area Details
Michael Baumhauer's Lincoln Financial Advisors Experience May 2011 - January 2012
Job NAV Ops Senior Invesment Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  February 2012 - Present
Cuthbert Auto Services   November 2007 - February 2012
Lincoln Financial Advisors   May 2011 - January 2012
Royal Fitness  June 2004 - January 2006

Skills
Customer Service, Social Media, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Office, Microsoft Word, Internal Audit, Internal Controls, Outlook, Financial Analysis, Accounting

Education
Rutgers University – Camden   2007 — 2011
Dec 2011, Major of Finance with a minor in Economics

Tim Lei Tim Lei Ogden, Utah Details
Tim Lei's Lincoln Financial Advisors Experience July 2011 - August 2012
Job Conquer your Leisure Time
Industry Apparel & Fashion
Experience
Leisure Time Apparel Co   March 2014 - Present
Leisure Time Apparel Co   March 2014 - Present
Weber State Student Athletic Trainer   June 2013 - Present
New China Restaurant   October 2005 - April 2013
Lincoln Financial Advisors   July 2011 - August 2012
Espich Printing   May 2007 - August 2007

Skills
Adobe Creative Suite, SPSS, Microsoft Office, Vinyl Cutting, Shirt Design

Education
Weber State University   2013 — 2015
Master's degree, Athletic Training/Trainer, 2nd year

Purdue University   2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.6

Jessica Romano Jessica Romano Greater Philadelphia Area Details
Jessica Romano's Lincoln Financial Advisors Experience May 2008 - August 2008
Job Supervisor Alternative Investments at SEI
Industry Financial Services
Experience
SEI  February 2013 - Present
SEI  July 2012 - February 2013
SEI  September 2011 - July 2012
SEI  August 2010 - September 2011
Independence Financial Associates  May 2009 - August 2009
Lincoln Financial Advisors   May 2008 - August 2008

Skills
Hedge Funds, Highly detail oriented, Investor Relations, Microsoft Excel, Microsoft Office, Microsoft Word, Alternative Investments, Fund Administration, Teamwork, Customer Service, Organization, Motivated self-starter, mic, Social Media, Program Management

Education
Philadelphia University   2006 — 2010
Bachelor of Science, Finance, Distinguished Honors Scholar, 3.95 GPA

Graham Squires Graham Squires Greater Chicago Area Details
Graham Squires's Lincoln Financial Advisors Experience January 2010 - July 2011
Job General Manager at The Hidden Shamrock
Industry Marketing and Advertising
Experience
Hidden Shamrock   March 2011 - Present
React Presents  September 2013 - April 2014
The Dankles   September 2013 - December 2013
Roosevelt University  September 2011 - May 2013
Direct Resource, Inc.   May 2012 - December 2012
Lincoln Financial Advisors   January 2010 - July 2011
Energy Tees & Classic Screen Printing   October 2009 - January 2010
Estes Construction  February 2009 - May 2009
PR Network Group of the Quad Cities   February 2009 - March 2009
Boys and Girls Clubs of the Mississippi Valley   January 2008 - January 2009

Skills
Marketing Strategy, Account Management, Google Analytics, Marketing Research, Social Media Marketing, Social Media, Market Research, Integrated Marketing, Digital Marketing, Advertising, Direct Marketing

Education
Roosevelt University   2011 — 2013
Master's degree, Integrated Marketing Commnications

St. Ambrose University   2005 — 2009
Ba, Marketing, Management

Oak Park and River Forest High School   2001 — 2005
High School Diploma

Angie Uhnavy Angie Uhnavy Rochester, New York Area Details
Angie Uhnavy's Lincoln Financial Advisors Experience June 1989 - Present
Job Systems Analyst at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   June 1989 - Present
Blue Star Mothers Chapter 8   2010 - 2015
Blue Star Mothers Chapter 8   2010 - 2015

Skills
Microsoft Office, Customer Service, Strategic Planning, Research, Customer Relations, Process Improvement, Program Management, Problem Solving, HTML, Documentation, Excel, Team Building, SQL, Access, Non-profits, Requirements Analysis, Social Media, PowerPoint, Team Leadership, Administration, Risk Management, Software Documentation, Business Analysis, Microsoft Excel, System Administration, Project Management, Analysis, Networking

Education
Rochester Institute of Technology

Bianca Medici Martinez Bianca Medici Martinez Dallas, Texas Details
Bianca Medici Martinez's Lincoln Financial Advisors Experience September 2009 - March 2010
Job Account Manager at Lockton Companies, LLC
Industry Insurance
Experience
Lockton Companies, LLC  May 2011 - July 2015
Ben Spurgin Insurance Agency   February 2011 - May 2011
Southern Methodist University  August 2010 - December 2010
Dean Foods  June 2010 - August 2010
Lincoln Financial Advisors   September 2009 - March 2010

Skills
Insurance, Risk Management, General Insurance

Education
Southern Methodist University   2007 — 2011
BBA, Risk Management & Insurance

Ben Huddle Ben Huddle Columbus, Ohio Area Details
Ben Huddle's Lincoln Financial Advisors Experience January 1996 - Present
Job Director of Financial Advisory Services at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   January 1996 - Present
KeyBank  1994 - 1996
Huntington National Bank  1987 - 1994
MBank, Houston   1985 - 1987

Education
University of Houston   1983 — 1984
MBA, Finance

Purdue University   1977 — 1981
BS, Industrial Management

Kelly Woods Kelly Woods Greater Nashville Area Details
Kelly Woods's Lincoln Financial Advisors Experience January 2007 - March 2008
Job Market Planning Sr. Manager at Dollar General
Industry Retail
Experience
Dollar General  July 2010 - Present
kdw consultants   July 2009 - July 2010
Belk  January 2009 - July 2009
Lincoln Financial Advisors   January 2007 - March 2008
Kassouf & Co.   August 2006 - December 2006
Snac Lite LLC   May 2005 - May 2006

Skills
Financial Analysis, Forecasting, QuickBooks, CRM, Customer Service, Strategic Planning, Sales, Microsoft Excel, PowerPoint, Data Analysis, Marketing, Retail, Leadership, Management, Analysis

Education
University of Alabama at Birmingham   2008 — 2009
MBA, General Management

Samford University   2002 — 2006
BS in Business Administration, Business Management

William Bud James, MBA, CFP®, CLU, ChFC, AIF® William Bud James, MBA, CFP®, CLU, ChFC, AIF® Doylestown, Pennsylvania Details
William Bud James, MBA, CFP®, CLU, ChFC, AIF®'s Lincoln Financial Advisors Experience September 1993 - February 2001
Job Managing Director Partner at Dynasty Advisors, LLC
Industry Financial Services
Experience
Delaware Valley College  January 2014 - Present
Dynasty Advisors, LLC   December 2006 - Present
Dynasty Advisors, LLC   December 2006 - Present
Smart and Associates, LLP  February 2001 - December 2006
Lincoln Financial Advisors   September 1993 - February 2001

Skills
Investments, Qualified Retirement..., Insurance, Estate Planning, Series 7, Financial Advisory, Mutual Funds, Securities, Strategic Financial..., Retirement, Retirement Planning, Small Business, IRAs, Series 6, Strategy, Portfolio Management, Wealth Management, Financial Services, Finance, Asset Management, FINRA, Series 63, Investment Strategies, Asset Allocation, Financial Planners, 401k

Education
Neshaminy High School

Saint Joseph's University
MBA, Finance

Temple University
Bachelors, Business Administration

Ryan Reilly Ryan Reilly Baltimore, Maryland Area Details
Ryan Reilly's Lincoln Financial Advisors Experience August 2007 - December 2014
Job Lead Manager Plan Sponsor Experience Strategy Development at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price  January 2015 - Present
Lincoln Financial Group  January 2012 - December 2014
Lincoln Financial Advisors   August 2007 - December 2014
Lincoln Financial Group  August 2009 - January 2012
Lincoln Financial Group  August 2007 - August 2010
Lincoln Financial Group  August 2008 - August 2009
Lincoln Financial Group  August 2007 - August 2008
Verizon Wireless  September 2004 - July 2007
Lincoln Financial Advisors   May 2006 - August 2006
Polartec  May 2006 - May 2006

Skills
Series 7, Financial Modeling, Insurance, Life Insurance, Financial Services, Strategy, Leadership, Business Development, Analysis, Mergers & Acquisitions, Management, Competitive Analysis

Education
Rutgers University   2002 — 2007
Bachelor(s) of Science, Double Major: Business Management, Finance

Richard Tracy Page Richard Tracy Page Windsor, Connecticut Details
Richard Tracy Page's Lincoln Financial Advisors Experience April 1978 - Present
Job Wealth Planning Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   April 1978 - Present

Skills
Family Wealth Management, Holistic Financial..., Estate Planning, Investment Planning, Retirement Planning, Business Owner Planning, Charitable Planning

Education
Providence College   1969 — 1973
Bachelor of Arts (B.A.), Economics

Jerald Bryant Jerald Bryant Vineland, New Jersey Details
Jerald Bryant's Lincoln Financial Advisors Experience September 2008 - December 2008
Job Teacher at Vineland Public Schools
Industry Hospital & Health Care
Experience
Vineland Public Schools  January 2005 - Present
Adreima  2012 - 2012
Lincoln Financial Advisors   September 2008 - December 2008

Skills
Public Speaking, Teaching, Research, PowerPoint, Staff Development, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Coaching, Tutoring, Curriculum Design, Music Education, Music Production, Music Publishing, Database Publishing, Nonprofits, Community Outreach, Grant Writing, Program Development, Organizational..., Fundraising, Social Networking, Event Planning, Management, Leadership Development, Training, Volunteer Management, Event Management

Education
University of Phoenix   2011 — 2013
Master of Business Administration (M.B.A.), Business Administration, Management and Operations

Rowan University   2006 — 2008
Bachelor of Science (B.S.), Accounting and Finance

Vineland High School

Matthew Echaniz, CFP® Matthew Echaniz, CFP® Chesapeake, Virginia Details
Matthew Echaniz, CFP®'s Lincoln Financial Advisors Experience June 2011 - Present
Job Managing Principal at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   June 2011 - Present
1st Global  July 2009 - June 2011
Ameriprise Financial Services, Inc.   May 1999 - July 2009

Skills
Wealth Management, Strategic Financial..., Insurance, Estate Planning, Financial Advisory, Retirement Planning, Finance, Management, Coaching, Financial Services, Leadership, Financial Planners, Marketing, Tax, Investments, Sales, Series 7, Mutual Funds, Asset Management, Tax Reduction Strategies, FINRA, Portfolio Management

Education
Saint Anselm College   1995 — 1999
BA, Mathematics and Economics

Matthew Bilbow Matthew Bilbow Greater Philadelphia Area Details
Matthew Bilbow's Lincoln Financial Advisors Experience January 2008 - May 2008
Job WB Mason Sales Rep
Industry Business Supplies and Equipment
Experience
Farmers Insurance  May 2012 - February 2015
South Jersey Radiology Associates  February 2012 - June 2012
Enterprise Leasing Company  March 2009 - October 2010
Lincoln Financial Advisors   January 2008 - May 2008
Dick's Sporting Goods  August 2004 - June 2007

Skills
Sales, Customer Service, Management, Marketing, Networking, Goal Oriented, Long-term Customer..., People Skills, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Multi Tasking, Time Management, Property & Casualty..., Life Insurance, Health Insurance, General Insurance, Disability Insurance, Umbrella Insurance, Commercial Insurance

Education
Rowan University
Bachelor of Science, Finance

Gateway Regional High School   2000 — 2004
High School

Jennifer L. Royal Jennifer L. Royal Greater Denver Area Details
Jennifer L. Royal's Lincoln Financial Advisors Experience June 2001 - September 2003
Job Regional Teaming Director at MetLife
Industry Financial Services
Experience
MetLife  December 2014 - Present
NAIFA-Denver   2012 - January 2015
MetLife  June 2013 - December 2014
MetLife  December 2010 - June 2013
Great-West Retirement Services  September 2003 - July 2009
Lincoln Financial Advisors   June 2001 - September 2003
Wachovia Securities Financial Network  1999 - 2001

Skills
Coaching, Financial Services, Marketing Communications, Marketing, Marketing Strategy, Relationship Management, Practice Management, Consulting, Data Analysis, Collaborative Problem..., Brand Development, Corporate Communications, Strategic Vision, Value Propositions, Direct Marketing, Business Strategy, Business Planning, Project Management, Public Speaking, Vision Development, Succession Planning, Business Valuation, Team Building, Team Leadership, Team Management, Leadership, DISC Profiling

Education
Southern Illinois University, Carbondale   1993 — 1998
Communications

Laura Hexan, CFA Laura Hexan, CFA Greater Denver Area Details
Laura Hexan, CFA's Lincoln Financial Advisors Experience July 2007 - December 2010
Job Capital Markets Head of Retail Sales at BCR
Industry Financial Services
Experience
BCR  August 2012 - Present
Royal Bank of Scotland  April 2011 - October 2012
Lincoln Financial Advisors   July 2007 - December 2010
Wells Fargo  June 2003 - July 2007

Skills
Portfolio Management, Financial Modeling, Financial Markets, Investments, Equities, Fixed Income, Financial Structuring, Banking, Capital Markets, Mutual Funds, Strategy, Investment Management, Analysis, Investment Strategies, Cash Management, Retail Banking, Finance, Treasury

Education
Regis University   2007 — 2009
MBA, Finance and Accounting & International Business

Regis University
Bachelor of Science, Finance

Chip McGrady Chip McGrady Manasquan, New Jersey Details
Chip McGrady's Lincoln Financial Advisors Experience August 2015 - Present
Job Owner, The McGrady Group
Industry Insurance
Experience
Lincoln Financial Advisors   August 2015 - Present
The McGrady Group   September 1983 - Present
United Planners Financial Services  November 2013 - July 2015

Skills
Life Insurance, Fixed Annuities, Estate Planning, Disability Insurance, Long-term Care, Long Term Care Insurance, Strategic Financial..., Employee Benefits, Small Business, Insurance, Health Insurance, Wealth, Mergers & Acquisitions, Retirement Planning, Financial Advisory, Finance, Series 63, IRAs, Asset Allocation, Term Life Insurance, 401k, Pensions, Series 7, Wealth Management, Investment Advisory, Investments, Asset Management, Fixed Income, Underwriting, Retirement, Securities, Mutual Funds, Whole Life, Universal Life, Critical Illness, Business and personal..., Customized Employee..., Long Term Care expertise, Estate planning ..., Disability Insurance...

Education
Rider University   1969 — 1973
B.A., History

Andrew Shafranich, CPA Andrew Shafranich, CPA Greater Philadelphia Area Details
Andrew Shafranich, CPA's Lincoln Financial Advisors Experience May 2008 - August 2008
Job Staff Accountant at Bush Tecosky Goodman Feldman
Industry Accounting
Experience
Bush Tecosky Goodman Feldman   June 2010 - Present
Community Accountants   February 2008 - Present
Bush Tecosky Goodman Feldman   May 2009 - May 2010
Becker Professional Review  2009 - 2010
Lincoln Financial Advisors   May 2008 - August 2008

Education
Philadelphia University   2006 — 2010
Bachelors, Accounting

Sabrina Antoine Sabrina Antoine Boston, Massachusetts Details
Sabrina Antoine's Lincoln Financial Advisors Experience 2012 - 2013
Job Opportunity Broker at Year Up Boston
Industry Nonprofit Organization Management
Experience
Year Up  2014 - Present
Lincoln Financial Group  2013 - 2014
Lincoln Financial Group  2011 - 2014
Lincoln Financial Advisors   2012 - 2013
Lincoln Financial Group  2011 - 2012
Liberty Mutual Insurance  June 2010 - August 2010
Liberty Mutual Insurance  May 2009 - August 2009
BroadPR, Inc.   February 2007 - August 2009
General Services Administration  June 2007 - August 2007

Skills
PowerPoint, Excel, Public Speaking, Microsoft Office, Writing, Problem Solving, Customer Service, Six Sigma, Project Management, Microsoft Excel, Management, Leadership, Access, Analysis, Recruiting, Community Outreach, Training, Leadership Development, Data Analysis, Research, Nonprofits

Education
Smith College
Economics, Economics & African American Studies

University of Cape Town
isiXhosa, Economics of International Trade

Fenway High School
High School, Liberal Arts and Sciences/Liberal Studies

Amy Tewell Amy Tewell Baltimore, Maryland Area Details
Amy Tewell's Lincoln Financial Advisors Experience November 2011 - April 2014
Job Securities Analyst II
Industry Financial Services
Experience
Wells Fargo  April 2014 - Present
Lincoln Financial Advisors   November 2011 - April 2014
Ray Huff & Assoc.   May 2010 - August 2010
Pusser's Caribbean Grille  May 2009 - September 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Sales, Analysis, Marketing, Social Media, Management, Social Networking, Time Management

Education
Salisbury University - Perdue School of Business   2007 — 2011
Bachelor of Science (BS), Finance, General, 3.4

Salisbury University - Perdue School of Business   2007 — 2011
Bachelor of Science (BS), Economics, 3.4

Connor Holly Connor Holly Hazlet, New Jersey Details
Connor Holly's Lincoln Financial Advisors Experience January 2014 - May 2014
Job Operations Analyst at Sontag Advisory
Industry Financial Services
Experience
Sontag Advisory  September 2014 - Present
Live Nation  May 2014 - Present
Lincoln Financial Advisors   January 2014 - May 2014
AXA Advisors  June 2013 - August 2013
St. Matthew's School   June 2012 - August 2013
Runaway Rapids Waterpark   May 2012 - August 2013
Rowan University  September 2012 - May 2013

Education
Rowan University   2012 — 2014
Bachelor of Science (B.S.), Finance, General, GPA 3.51

York College of Pennsylvania   2010 — 2012
Sport Management/Business Management

Christian Corts Christian Corts Birmingham, Alabama Area Details
Christian Corts's Lincoln Financial Advisors Experience October 2013 - March 2015
Job Executive Vice President & Chief Operating Officer, FNBB Capital Markets, LLC
Industry Financial Services
Experience
FNBB Capital Markets, LLC   March 2015 - Present
Lincoln Financial Advisors   October 2013 - March 2015
ProEquities  November 2010 - April 2013
Morgan Stanley Smith Barney  September 2009 - November 2010
Register Corts, LLC   January 2003 - September 2009

Skills
Series 63, Series 7, Investment Advisory, Alternative Investments, Strategic Financial..., Investments, Fixed Annuities, Retirement Planning, Wealth Management, Uniform Combined State..., Asset Allocation, Mutual Funds, Retirement, 401k Rollovers, Estate Planning

Education
Samford University   1990 — 1994
Bachelor of Arts (B.A.), Public Administration & History

Samford University   1990 — 1994
Bachelor of Arts (B.A.), Public Administration & History

Erik Boerma, CRPC® Erik Boerma, CRPC® Philadelphia, Pennsylvania Details
Erik Boerma, CRPC®'s Lincoln Financial Advisors Experience November 2013 - Present
Job Retirement Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Advisors   November 2013 - Present
Lincoln Financial Group  July 2010 - November 2013
ING  May 2008 - June 2010
ING  August 2007 - May 2008

Skills
Sales, Relationship Management, Competitive Analysis, Positioning, Series 6, Series 63, 401k, Financial Services, Leadership, Mutual Funds, Fixed Annuities, CRPC

Education
Plymouth State University   2002 — 2006
B.S., Business Management

MaryAnn Breunig MaryAnn Breunig Lawrence, New York Details
MaryAnn Breunig's Lincoln Financial Advisors Experience 2009 - 2011
Job Executive Assistant at Flamer Financial Stategies and Insurance Group
Industry Financial Services
Experience
Flamer Financial Stategies and Insurance Group   May 2012 - Present
Per Diem  October 2011 - May 2012
Lincoln Financial Advisors   2009 - 2011
Oberlander Dorfman, Inc.   June 2006 - October 2008
MetLife  1994 - 2005

Skills
Organizational..., Sales Support, Change Management, Compliance Management, Marketing Communications, Communication Written, Follow-up, Information Retrieval, Management, Insurance

Education
School of Visual Arts   1979 — 1983

Elisa Bernstein Elisa Bernstein Greater Philadelphia Area Details
Elisa Bernstein's Lincoln Financial Advisors Experience May 2007 - November 2007
Job Senior Strategy Analyst providing metricsbased recommendations and initiatives contributing to bottom line growth
Industry Management Consulting
Experience
The Bancorp Bank  March 2011 - September 2013
JP Morgan Chase  August 2010 - November 2010
Lincoln Financial Distributors  June 2008 - June 2009
Lincoln Financial Advisors   May 2007 - November 2007

Skills
Strategic Planning, Strategic Analysis, Risk Management, Business Analysis, Data Analysis, Process Improvement, Process Transformation, Strategic Financial..., Business Planning, Project Management, Forecasting, Corporate Strategy, Competitive Analysis, Outsourcing Management, Team Management, Cross-functional Team..., Business Groups, Business Functions, Business Units, Business Partners, Performance Analysis, Root Cause Analysis, Consulting, Customer Service, C-Level Presentations, Business Objects, Microsoft Excel, Visio, Banking, Finance, Investments, Financial Analysis, Portfolio Management, Relationship Management, Mergers & Acquisitions, Strategy, Due Diligence, Business Development, Leadership, Valuation, Securities, Operations Management, Production Planning, KPI implementation, Time Study, Production Managment, Business Continuity..., Third Party..., Vendor Management, Quality Assurance

Education
Villanova University   2012 — 2013
Master Certificate, Business Analysis

Penn State University   2002 — 2007
Bachelor of Science

Courtney Schiavo Courtney Schiavo Greater New York City Area Details
Courtney Schiavo's Lincoln Financial Advisors Experience August 2015 - Present
Job Practice Manager at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   August 2015 - Present
Lincoln Financial Advisors   June 2011 - July 2015
WeiserMazars LLP  December 2008 - June 2011

Skills
US GAAP, Auditing, Financial Reporting, SEC filings, GAAP, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Audits, Financial Accounting, Tax, Accounting Research, Series 7

Education
Saint Joseph's University - Erivan K. Haub School of Business   2004 — 2008
Bachelors, Accounting

Michelle Perry Higgins Michelle Perry Higgins San Ramon, California Details
Michelle Perry Higgins's Lincoln Financial Advisors Experience 1997 - 1998
Job Financial Planner/Principal California Financial Advisors
Industry Financial Services
Experience
Maloon, Powers, Pitre & Higgins, LLC dba California Financial Advisors   1998 - Present
Foothill Securities, Inc.   August 2014 - Present
Financial Telesis Inc.  1998 - August 2014
Lincoln Financial Advisors   1997 - 1998
LNC Equity Sales Corp.   1996 - 1997
Shell Oil Company  1994 - 1996

Skills
Author of The..., Author of Stocks, Bonds...

Education
St. Mary's College of California   1990 — 1994
Bachelor of Science (BS), Business Administration

Barclay Gaston Barclay Gaston Greater Atlanta Area Details
Barclay Gaston's Lincoln Financial Advisors Experience June 2009 - August 2009
Job Unified Communications & Carrier Services Specialist at CT Solutions
Industry Telecommunications
Experience
CT Solutions   September 2014 - Present
MDSi, Inc.   January 2014 - September 2014
Tech Solutions Hunter LLC   November 2013 - September 2014
Earthlink Business  July 2011 - December 2013
Cbeyond  January 2010 - July 2011
Boys & Girls Clubs of the Chattahoochee Valley   September 2009 - October 2009
Lincoln Financial Advisors   June 2009 - August 2009
Boys & Girls Clubs of the Chattahoochee Valley   July 2008 - August 2008
Synovus Financial  July 2007 - August 2007

Skills
VoIP, MPLS, Solution Selling, IP, Channel, Unified Communications, Servers, T1, Cloud Computing, Managed Services, PRI, Networking, Ethernet, Sales Operations, Mobile Devices, Telecommunications, Enterprise Software, Sales Process, SIP Trunking, Account Management, Strategy, IT Service Management, Telephony, Cisco Technologies, SaaS, Direct Sales, Co-location, Sales, Professional Services, Selling

Education
Southern Methodist University   2005 — 2009
BA, Corporate Communications & Public Affairs

Stephanie Becker Stephanie Becker San Francisco Bay Area Details
Stephanie Becker's Lincoln Financial Advisors Experience August 1991 - June 1998
Job Senior Compliance Professional
Industry Financial Services
Experience
Stephanie Becker Consulting   September 2011 - Present
Charles Schwab  April 2005 - August 2011
Charles Schwab  April 2002 - April 2005
Charles Schwab  April 2000 - April 2002
Charles Schwab  August 1999 - April 2000
Del Monte Group Retirement Planning   June 1998 - August 1999
Lincoln Financial Advisors   August 1991 - June 1998

Skills
General Securities..., Series 24, 63 Licenses, Series 7, Investment Advisory, Strategic Financial..., Leadership, Wealth Management, Retirement Planning, Securities, Investments, Training, Insurance

Education
Saint Mary's College of California
BA, Business Management

Van Standke Van Standke Chester, Connecticut Details
Van Standke's Lincoln Financial Advisors Experience November 1972 - April 2011
Job Consulting in Product Development and Distribution
Industry Financial Services
Experience
H&R Block  January 2013 - Present
Resource Real Estate  June 2011 - December 2012
Lincoln Financial Advisors   November 1972 - April 2011

Skills
Securities, Alternative Investments, Series 7, Wealth Management, Mutual Funds, Investment Advisory, Investments, Retirement, Asset Management, Retirement Planning, Asset Allocation, Investment Strategies, Investment Management, Series 24, FINRA, Uniform Combined State..., Fixed Annuities, Financial Services, Series 6, Hedge Funds, 401k

Education
The University of Kansas   1967 — 1968
BA, Political Science

Princeton University   1963 — 1966
Politics and Economics

Peggy Tracy Peggy Tracy Greater Chicago Area Details
Peggy Tracy's Lincoln Financial Advisors Experience 2000 - 2005
Job Owner, Priority Planning LLC
Industry Financial Services
Experience
Priority Planning   MemberWheaton Chamber of Commerce2009 - 2014
Divorce Illinois   2008 - 2014
FPA  1983 - 2008
Lincoln Financial Advisors   2000 - 2005

Skills
Certified Fraud Examiner, Tax, Forensic Accounting, Retirement Planning, Strategic Financial..., Wealth Management, Long-term Care, Series 7, Estate Planning, Series 63, Investment Advisory, Wealth, Financial Advisory, Fixed Annuities, Asset Management, Investments, Asset Allocation, Small Business, Trusts, Personal Finance, Retirement, Investment Strategies, IRAs, Mutual Funds, High Net Worth..., Securities, Financial Planners, Disability Insurance, Pensions, Wealth Accumulation, 401k, Life Insurance, Estate Tax Planning, Financial Planning

Education
Quinlan School of Business, Loyola University Chicago   1979 — 1981
Master of Business Administration (M.B.A.), Accounting and Finance

Mundelein college   1974 — 1977
Bachelor’s Degree

Shannon Markle Shannon Markle Dallas, Texas Details
Shannon Markle's Lincoln Financial Advisors Experience June 2008 - March 2009
Job Director,Global Accounts
Industry Events Services
Experience
GlobauxSource   July 2014 - Present
Ultimate Ventures  March 2013 - June 2014
Premier Meetings & Events   March 2009 - March 2013
The Botsford Group  September 2010 - February 2012
Lincoln Financial Advisors   June 2008 - March 2009
Lincoln Financial Advisors   September 2004 - June 2008
Lincoln Financial Advisors   June 2000 - June 2008
Lincoln Financial Advisors   June 1995 - September 2004

Skills
Event Management, Event Planning, Marketing Communications, Corporate Events, Trade Shows, Employee Training, Management, Marketing, Leadership, Strategic Planning, Building Relationships, Meeting Planning, Training, Sales, Relationship Marketing, Budgets, Public Relations, Sales Presentations, Presentation Coaching, Program Management, Business Development, Project Management, Team Management, Vendor Management, Staff Development, Convention Services, Corporate Communications, Training Delivery, Volunteering, Location Intelligence, Corporate University, Field Marketing, Client Liaison, Special Events..., Events, Project Planning, Motivational Speaking, Site Selection

Education
San Diego State University-California State University   1990 — 1994
BA, English

Jonathan Da Silva Jonathan Da Silva Greater New York City Area Details
Jonathan Da Silva's Lincoln Financial Advisors Experience March 2011 - April 2013
Job
Industry Consumer Services
Experience
Aramark Uniform Services  April 2013 - August 2014
Lincoln Financial Advisors   March 2011 - April 2013
ATS Title Agency, Inc.   September 2004 - July 2011
Commerzbank AG  February 2010 - March 2010
ATS Title Agency, Inc.   June 2003 - September 2009

Skills
Microsoft Office, English, Outlook, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Research, Recruiting, Event Planning, Public Speaking, Employee Benefits, Editing, Calendaring, Newsletters, Social Media, Management, Marketing, Event Management, Strategic Planning, Marketing Communications, Access, Employee Training, Interviews, Coaching, Public Relations, Social Media Marketing, Human Resources, SDLC, Social Networking, Facebook, Teaching, Fundraising, Non-profits

Education
Seton Hall University   2007 — 2008
MA, English

Seton Hall University   2003 — 2007
BA, English

Union High School   1999 — 2003

Shaun Sutherell Shaun Sutherell Baltimore, Maryland Area Details
Shaun Sutherell's Lincoln Financial Advisors Experience August 2006 - August 2007
Job Associate Director of Graduate Admissions and Nursing at Walden University
Industry Higher Education
Experience
Walden University  October 2014 - Present
Walden University  December 2010 - October 2014
The National Hispanic University  April 2010 - November 2010
Walden University  February 2009 - April 2010
Walden University  September 2007 - February 2009
Lincoln Financial Advisors   August 2006 - August 2007
Ameriprise Financial Services, Inc.   August 2005 - July 2006

Skills
Admissions, Higher Education..., Adult Education, Creative Writing, Student Affairs, Data Analysis, Leadership Development, Program Development, Distance Learning, E-Learning, Financial Analysis

Education
Walden University
Post-Master's Certificate in Adult Education

Southeastern University
Bachelor's Degree, Psychology

Walden University
Master of Business Administration (MBA)

Vincent Tassone Vincent Tassone Greater Chicago Area Details
Vincent Tassone's Lincoln Financial Advisors Experience August 2014 - December 2014
Job Vincent Tassone
Industry Financial Services
Experience
First Trust  July 2015 - Present
First Trust  June 2015 - Present
Morgan Stanley  January 2015 - May 2015
Lincoln Financial Advisors   August 2014 - December 2014

Skills
Communication, Cooperative, Customer Service, Microsoft Word, Creativity, Leadership, Microsoft Excel, Microsoft Office

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2014 — 2015
Bachelor of Science (B.S.) 3.925 GPA, Finance, General, Senior

Gloucester County College   2012 — 2013
Associate of Science (A.S.), Business Administration

Ted D. Snow, CFP®, MBA Ted D. Snow, CFP®, MBA Addison, Texas Details
Ted D. Snow, CFP®, MBA's Lincoln Financial Advisors Experience August 1999 - December 2005
Job CFP® and Founding Principal at Snow Financial Group, LLC
Industry Financial Services
Experience
Snow Financial Group, LLC   January 2006 - Present
Lincoln Financial Advisors   August 1999 - December 2005
Principal Financial Group  August 1997 - August 1999
Fidelity Investments  January 1987 - August 1997

Skills
Strategic Financial..., Estate Planning, Retirement, Financial Advisory, Securities, Financial Services, Employee Benefits, Investments, Investment Management, Insurance, Risk Management, 401k, Financial Planning, ERISA, Financial Planners, Executive Benefit..., Management, Portfolio Management, Wealth, Finance, Life Insurance, Mutual Funds, Retirement Planning, Small Business, Wealth Management, Asset Allocation, Disability Insurance, FINRA, Fixed Annuities, Investment Advisory, Long-term Care, Social Security, Wealth Management..., Series 7, Unique Financial..., Lifetime Income Planning, Social Security..., End of Life Planning, Advanced Savings..., IRAs, Alternative Investments, Investment Strategies, Asset Management

Education
The University of Dallas   1992 — 1995
MBA, Financial Planning

Utah State University   1984 — 1986
BS, Business, Finance, and Economics

Snow College   1982 — 1984
AS, Finance and Economics

Cyprus High School   1979 — 1982
General Education, General

Nancy Olewnik Nancy Olewnik Denver, Colorado Details
Nancy Olewnik's Lincoln Financial Advisors Experience August 2009 - August 2011
Job Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  August 2011 - Present
Chairs with Character   February 2012 - January 2015
Lincoln Financial Advisors   August 2009 - August 2011
Lincoln Financial Group  August 2008 - July 2009
Lincoln Financial Group  August 2007 - July 2008
Lincoln Financial Group  August 2006 - July 2007
Johnson & Johnson  January 2005 - June 2005
Citizens Financial Bank  June 2004 - September 2004
Applied Tech Products  July 2003 - August 2003

Education
Villanova University   2002 — 2006
Bachelor Science in Business Administration, Finance, International Business & Marketing

Université de Rennes I   2005 — 2005
French, Summer abroad - French language program

Royal Holloway, University of London   2004 — 2004
Study Abroad: Various

Steve Koziol Steve Koziol Greater Chicago Area Details
Steve Koziol's Lincoln Financial Advisors Experience April 2012 - Present
Job Business Operations Manager at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   April 2012 - Present
John Hancock Financial Network  May 2011 - April 2012
MetLife  April 2009 - April 2011

Skills
Risk Management, Process Improvement, Financial Analysis, Business Process..., Insurance, Management, Strategic Planning, Management Consulting, Business Analysis, Executive Management, Mergers & Acquisitions, Managerial Finance, Securities, Change Management, Team Building, Forecasting, Budgets, Project Management, Business Strategy, Mutual Funds, Series 24, FINRA

Education
Radford University   2001 — 2003
Information Technology

Radford University   1988 — 1992
Organizational Management

Alec Napolitano Alec Napolitano Boonton, New Jersey Details
Alec Napolitano's Lincoln Financial Advisors Experience May 2015 - September 2015
Job Student at Rowan University
Industry Financial Services
Experience
USA Hockey  July 2008 - Present
Lincoln Financial Advisors   May 2015 - September 2015

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Facebook, Social Media, Teamwork, Time Management, Hostage Negotiation, Microsoft Office, Public Speaking, Leadership

Education
Rowan University   2013 — 2017
Bachelor’s Degree, Major: Finance, Minor: Economics

Dean Brewington, CLU, ChFC Dean Brewington, CLU, ChFC West Chester, Pennsylvania Details
Dean Brewington, CLU, ChFC's Lincoln Financial Advisors Experience July 2008 - May 2013
Job Financial Services Sales Professional
Industry Financial Services
Experience
PNC  May 2015 - Present
JPMorgan Chase  July 2013 - February 2014
Lincoln Financial Advisors   July 2008 - May 2013
State Farm Insurance  September 2002 - March 2008
Brinker Capital  September 2000 - July 2002
The Vanguard Group  November 1996 - September 2000

Skills
Leadership, Customer Service

Education
Salisbury University - Perdue School of Business   1992 — 1996
BS, Marketing

Delran High School   1988 — 1992

Emily Pappas Emily Pappas Greater Philadelphia Area Details
Emily Pappas's Lincoln Financial Advisors Experience July 2006 - March 2015
Job Recruiting Coordinator at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC  March 2015 - Present
Lincoln Financial Advisors   July 2006 - March 2015

Skills
Investments

Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.)

Jeana D'Agostino Jeana D'Agostino Voorhees, New Jersey Details
Jeana D'Agostino's Lincoln Financial Advisors Experience January 2011 - March 2014
Job Internal Consultant at Delaware Investments a member of Macquarie Group
Industry Financial Services
Experience
Delaware Investments  April 2014 - Present
Lincoln Financial Advisors   January 2011 - March 2014
Ameriprise Financial Services, Inc.   March 2006 - January 2011

Skills
Series 7, Series 66, Life & Health Insurance..., Variable Life, Retirement Planning, Strategic Financial..., Investments, Retirement, Wealth Accumulation, Investment Advisory, Wealth Management, Fixed Annuities, Insurance, IRAs, Estate Planning, Financial Planners, Mutual Funds, Uniform Combined State...

Education
Rowan University   2005 — 2009
Bachelor of Science (B.S.), Accounting

Eastern High School

Jennifer Peyton Jennifer Peyton Asheville, North Carolina Area Details
Jennifer Peyton's Lincoln Financial Advisors Experience June 2007 - January 2009
Job Senior Financial Analyst, Commercial Finance at EverBank
Industry Accounting
Experience
EverBank  June 2012 - Present
KPMG  January 2011 - July 2012
Water Street Capital  January 2010 - January 2011
FIS  March 2009 - January 2010
Lincoln Financial Advisors   June 2007 - January 2009

Skills
Corporate Budgeting, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Account Reconciliation, Accounts Payable, Accounts Receivable, Accruals, Auditing, Banking, Variance Analysis, Strategic Financial..., Financial Accounting, Finance, Corporate Finance, Forecasting, Financial Modeling, Financial Statements

Education
University of North Florida - College of Business Administration   2007 — 2009
MAcc, Accountancy

San Diego State University-California State University   2003 — 2005
Bachelor's of Business Administration, Financial Services

Frank Hanna Frank Hanna Greater Philadelphia Area Details
Frank Hanna's Lincoln Financial Advisors Experience June 2014 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   June 2014 - Present
Creative Financial Group  March 2010 - June 2014
Brew River Restaurant and Bar   April 2000 - August 2009

Education
Salisbury University - Perdue School of Business   1999 — 2001
Bachelor of Business Administration (B.B.A.)

Paul De Luca, MBA Paul De Luca, MBA Greater San Diego Area Details
Paul De Luca, MBA's Lincoln Financial Advisors Experience March 2015 - August 2015
Job Life without a little fun ain't livin...
Industry Real Estate
Experience
Lincoln Financial Advisors   March 2015 - August 2015
PLNU   August 2014 - August 2015
Kenyon's Soo Bahk Do   January 2007 - August 2015
DuChateau   March 2014 - August 2014
AutoAnything  December 2013 - February 2014
PACIFICA ENTERPRISES INC  February 2011 - May 2013
Citibank  October 2010 - January 2011

Skills
Guitar Instruction -..., Martial Arts - Jo Kyo..., Microsoft Office, Customer Service, Leadership, Management, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Outlook, Access, Social Media, Spanish, Event Planning, Financial Analysis, Teaching

Education
Point Loma Nazarene University   2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, 1st Year Student

Point Loma Nazarene University   2009 — 2013
Bachelor of Arts, Business Administration/Entrepreneurship and Finance, Alumnus

TRI-CITY CHRISTIAN HIGH SCHOOL   2005 — 2009
High School Diploma, General Studies, Alumnus

Elizabeth Cerbone Elizabeth Cerbone Greater New York City Area Details
Elizabeth Cerbone's Lincoln Financial Advisors Experience March 2014 - Present
Job Business Operations Manager at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   March 2014 - Present
First Investors Corporation  October 2005 - March 2014

Skills
Series 7, Supervisory Skills, Mutual Funds, Series 63, Excel, Word, Outlook, Fixed Income, Equities, Securities

Education
Rowan University   2001 — 2005
Bachelor of Science, Business Administration - Management; Economics Minor

Matthew LaBenz Matthew LaBenz Greater Philadelphia Area Details
Matthew LaBenz's Lincoln Financial Advisors Experience October 2013 - Present
Job Financial Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   October 2013 - Present
Lincoln Financial Advisors   October 2012 - May 2013
US Navy  January 2008 - January 2011

Skills
Troubleshooting, Financial Modeling, Competitive Analysis, Strategic Financial..., Investments, Insurance, Proposal Writing, Leadership, Financial Analysis, Risk Management, Microsoft Excel, Analysis, Microsoft Office, Process Improvement, PowerPoint, Access, Microsoft Word, Customer Service, Team Leadership, Data Analysis, Operations Management

Education
Rutgers University – Camden   2012 — 2013
Bachelor's Degree, Finance, General, 3.6

Rutgers, The State University of New Jersey-Camden   2012 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General, 3.6

Burlington County College   2011 — 2012
Associate of Science (A.S.), Business Administration and Management, General, 3.8

David Stortini David Stortini Wayne, Pennsylvania Details
David Stortini's Lincoln Financial Advisors Experience August 2010 - March 2015
Job Product Management Analyst
Industry Investment Management
Experience
Hartford Funds  March 2015 - Present
Lincoln Financial Advisors   August 2010 - March 2015
Vanguard  December 2007 - July 2010

Skills
Retirement Planning, Retirement, Investments

Education
Saint Joseph's University   2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Management

Kyersten Corda Kyersten Corda Marlton, New Jersey Details
Kyersten Corda's Lincoln Financial Advisors Experience December 2012 - January 2013
Job Intern at BAYADA Home Health Care
Industry Higher Education
Experience
Indian Acres Tree Farm   September 2006 - Present
BAYADA Home Health Care  March 2013 - May 2013
Rutgers University  August 2011 - May 2013
Lincoln Financial Advisors   December 2012 - January 2013
Lincoln Financial Advisors   August 2012 - December 2012
ARI  May 2012 - August 2012
Evesham Township Board of Education   February 2009 - August 2011

Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, PowerPoint

Education
Rowan College at Burlington County   2009 — 2011
Associate's degree, Accounting and Business Administration

Rutgers University
B.S, Finance

Rutgers University
B.S, Finance

Cheri Peden Cheri Peden Portland, Oregon Area Details
Cheri Peden's Lincoln Financial Advisors Experience 1998 - 2006
Job Bershire Hathaway HomeServices NW Real Estate
Industry Real Estate
Experience
Berkshire Hathaway HomeServices NW Real Estate  2012 - Present
Berkshire Hathaway HomeServices NW Real Estate  2009 - 2012
Lincoln Financial Advisors   1998 - 2006
Lincoln Financial Advisors   1998 - 2006
LaCie  1988 - 1993

Skills
Investment Properties, Sellers, First Time Home Buyers, Sales, Investments, Real Estate, Residential Homes, Property, Short Sales, Foreclosures

Education
Portland Community College   1993 — 1996
Undergrad Courses

Michael Florence Michael Florence Pleasant Hill, California Details
Michael Florence's Lincoln Financial Advisors Experience January 2014 - April 2014
Job Project Engineer at Contractor Service Group Inc.
Industry Construction
Experience
Contractor Service Group Inc   September 2015 - Present
Golden State Warriors  October 2012 - Present
Kiewit  May 2014 - September 2015
Lincoln Financial Advisors   January 2014 - April 2014
Comcast SportsNet Bay Area  January 2013 - August 2013
Cumulus Broadcasting San Francisco branch  January 2013 - August 2013
AMS Tax Services   January 2009 - May 2012

Skills
Hardwork, Microsoft Excel, Payroll Services, Accounts Receivable, Cost Control, Data Analysis, Sales Process, Public Speaking, Estimating, Teamwork, Facebook, Sales, Budgets, PowerPoint, Time Management, Leadership, Marketing

Education
Saint Mary's College of California   2010 — 2014
Bachelor of Science (B.S.), Finance, General

Marshall Segel Marshall Segel Greater Philadelphia Area Details
Marshall Segel's Lincoln Financial Advisors Experience August 2009 - December 2009
Job Direct Sales Representitive Comcast
Industry Telecommunications
Experience
Forrest Solutions Group  2013 - 2014
RR Donnelley  October 2012 - March 2013
Lincoln Financial Advisors   August 2009 - December 2009

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Strategic Planning, Negotiation, Financial Reporting, Market Research, Microsoft Word, Portfolio Management, Account Management, reporting, Accounting, Budgets, Analysis, Direct Sales, Sales Process, Sales

Education
Rosemont College
Master of Business Administration (MBA)

Temple University - Fox School of Business and Management   2007 — 2011
Bachelor of Business Administration (BBA), Finance & International Business

Saint Louis University   2010 — 2010
Bachelor of Business Administration (BBA), Finance & International Business

Jordan Malamed Jordan Malamed Voorhees, New Jersey Details
Jordan Malamed's Lincoln Financial Advisors Experience May 2011 - December 2011
Job Casualty Specialist II
Industry Insurance
Experience
Liberty Mutual Insurance  May 2013 - Present
ARAMARK  June 2012 - May 2013
SagePoint Financial  December 2011 - June 2012
Lincoln Financial Advisors   May 2011 - December 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, English, Windows, Compensations, Compensation Structures, Bonus Programs, Executive Compensation..., Client Presentation

Education
Rutgers University   2008 — 2013
Bachelor of Science (B.S.), Finance, General

Jonathan Frias Jonathan Frias Princeton Junction, New Jersey Details
Jonathan Frias's Lincoln Financial Advisors Experience September 2014 - December 2014
Job Financial Analyst at inVentiv Health
Industry Financial Services
Experience
inVentiv Health  January 2015 - Present
Lincoln Financial Advisors   September 2014 - December 2014
Sparkling Pool Services, Inc.   June 2007 - August 2014

Skills
Teamwork, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Public Speaking, Leadership, Social Networking, Microsoft Office, Customer Service, Photoshop, Sales, Budgets, Nonprofits, Outlook, Team Leadership, Windows, Cpr Certified, eMoney Advisor, Redtail CRM, Morningstar, PeopleSoft

Education
Rowan University   2012 — 2014
Bachelor of Science (B.S.), Finance, General, Senior

Chris Schlatter Chris Schlatter Greater Los Angeles Area Details
Chris Schlatter's Lincoln Financial Advisors Experience November 2011 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   November 2011 - Present
Professional Athlete  August 2005 - August 2010

Education
Washington State University   2001 — 2005
BA, Social Science

Saint Mary's College of California   2000 — 2001
BA, Business Administration

De La Salle High School   1996 — 2000

Jared Ringel Jared Ringel New York, New York Details
Jared Ringel's Lincoln Financial Advisors Experience May 2010 - September 2010
Job President and CoFounder at First Dynamic LLC
Industry Internet
Experience
First Dynamic LLC   July 2010 - Present
Lincoln Financial Advisors   May 2010 - September 2010
Lincoln Financial Advisors   May 2009 - September 2009
Vector Marketing  May 2008 - September 2009

Skills
Entrepreneurship, Websites, Graphic Design, Social Media, Digital Marketing, SEO, E-commerce, Mentoring, Public Speaking, Business Development, Lean Startup, Sales, Leadership, Online Marketing, New Business Development, Financial Modeling, Social Networking, Start-ups, Strategic Partnerships, Online Advertising, Investments, Social Media Marketing, Lead Generation, SEM, Email Marketing, Web Analytics, Marketing Strategy, PPC, Mobile Marketing, Strategy, Google Analytics, Digital Media, Analytics, Google Adwords

Education
Rutgers University-New Brunswick   2007 — 2011
BA, Economics, Political Science

Thomas Austin Thomas Austin Philadelphia, Pennsylvania Details
Thomas Austin's Lincoln Financial Advisors Experience 2011 - 2011
Job Senior Pricing Specialist
Industry Financial Services
Experience
BNY Mellon  February 2015 - Present
McAdam Financially Advanced™  May 2012 - December 2014
Rowan University  May 2011 - May 2012
Lincoln Financial Advisors   2011 - 2011

Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Research, Outlook, Leadership, Teamwork, Insurance, Management, Sales, Time Management, Event Planning, Data Analysis, Social Networking, Budgets, Marketing, Analysis, Financial Reporting, Strategic Planning

Education
Temple University - Fox School of Business and Management   2015 — 2017
Masters of Science in Investment Management, Investment Management

Rowan University   2008 — 2012
Bachelor of Science (BS), Finance, General

Rowan University   2008 — 2012
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies

West Deptford High School   2004 — 2008

Erik Bednarski Erik Bednarski Piscataway, New Jersey Details
Erik Bednarski's Lincoln Financial Advisors Experience August 2010 - December 2010
Job Travel and Expense Specialist at Solvay
Industry Financial Services
Experience
Solvay  November 2013 - Present
SHI International Corp.  April 2012 - November 2013
Lincoln Financial Advisors   August 2010 - December 2010

Education
Rowan University   2007 — 2010
Bachelor of Science, Finance

Richard Norman, CFP,CRPC Richard Norman, CFP,CRPC Midlothian, Texas Details
Richard Norman, CFP,CRPC's Lincoln Financial Advisors Experience March 1998 - Present
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors   March 1998 - Present
MONY Financial Services  January 1987 - January 1998
First National Bank in Midlothian, TX   June 1984 - December 1987

Education
The American College   2002 — 2003
Master of Science in Financial Services, Finance

Southern Methodist University   1994 — 1997
Juris Doctor, Law

The University of Texas at ArlingtonB   1965 — 1970
Bachelor of Business Administration, Business Administration

Robin Starr Robin Starr Washington, District Of Columbia Details
Robin Starr's Lincoln Financial Advisors Experience September 2008 - Present
Job
Industry Financial Services
Experience
Lincoln Financial Advisors   September 2008 - Present
Neuberger Berman  November 2006 - August 2008
Tribeca Film Festival  April 2005 - May 2006

Education
Pomona College   2000 — 2004
BA

Greens Farms Academy

Debi Logan Debi Logan Redlands, California Details
Debi Logan's Lincoln Financial Advisors Experience February 2000 - June 2002
Job Assistant to the Vice President University Advancement at University of Redlands
Industry Higher Education
Experience
University of Redlands  February 2014 - Present
University of Redlands  February 2012 - February 2014
Northwestern Mutual -The Waltos Group   November 2005 - February 2012
Girl Scouts of San Gorgonio Council  2006 - 2011
Lincoln Financial Advisors   February 2000 - June 2002

Skills
Office Management, Client Service, Virtual Assistant, Fundraising, Event Planning, Leadership, Non-profits, Community Outreach, PowerPoint, Event Management, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Employee Benefits, Time Management, Budgets, Recruiting, Strategic Financial..., Social Networking, Training, Creative Writing, Volunteer Management, Social Media, Project Planning, Project Management, Public Speaking, Marketing Communications, Coaching, Higher Education, Facebook, Sales, System Administration, Small Business, Leadership Development, Management, Insurance, Staff Development, Editing, Organizational..., Client Services, Nonprofits, Research, Teaching, Community Development, Access

Education
Point Loma Nazarene University   1982 — 1987
Bachelor of Arts, Physical Education/Athletic Training

Jack Regier Jack Regier Campbell, California Details
Jack Regier's Lincoln Financial Advisors Experience June 2009 - Present
Job Paraplanner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   June 2009 - Present
Merrill Lynch  January 2009 - June 2009

Skills
Asset Allocation, Finance, Business Development, Portfolio Management, Securities, Paraplanning, Investment..., Portfolio Analysis

Education
Santa Clara University   2006 — 2010
Bachelor of Science in Commerce - Finance, Minor: Operations Management & Information Systems

San Luis Obispo High School

San Luis Obispo High School

Colin Niedermeyer Colin Niedermeyer San Francisco Bay Area Details
Colin Niedermeyer's Lincoln Financial Advisors Experience June 2007 - August 2007
Job Acquisition Associate at Meridian Property Company
Industry Financial Services
Experience
Meridian Property Company  June 2015 - Present
Wells Fargo  July 2013 - June 2015
Wells Fargo  March 2013 - July 2013
Wells Fargo  July 2010 - March 2013
MassMutual Financial Group  July 2009 - September 2009
HSBC  October 2008 - December 2008
Lincoln Financial Advisors   June 2007 - August 2007

Skills
PowerPoint, Access, Microsoft Excel, Microsoft Office, Financial Services, Commercial Banking, Financial Analysis, Financial Modeling, Portfolio Management, Credit, Credit Analysis, Underwriting, Management, Finance, Loans

Education
Saint Mary's College of California   2011 — 2012
Master of Business Administration (MBA), Finance

Santa Clara University   2006 — 2010
Bachelor of Science (B.S.), Finance

Jon Freeze Jon Freeze Washington D.C. Metro Area Details
Jon Freeze's Lincoln Financial Advisors Experience bankerpncbank1978 - 1995
Job financial planner at lincoln financial advisors
Industry Financial Services
Experience
lincoln financial advisors   bankerpncbank1978 - 1995

Education
Slippery Rock University of Pennsylvania   1977 — 1981

washington high school   1973 — 1977

Eric Katauskas, CFP Eric Katauskas, CFP Maitland, Florida Details
Eric Katauskas, CFP's Lincoln Financial Advisors Experience July 1998 - June 2001
Job Vice President, Alexander Financial Group
Industry Financial Services
Experience
Alexander Financial Group   June 2001 - Present
Lincoln Financial Advisors   July 1998 - June 2001

Education
Samford University   1994 — 1998

Gina Scalise Gina Scalise San Francisco Bay Area Details
Gina Scalise's Lincoln Financial Advisors Experience January 2009 - January 2010
Job Technical Resource & Project Manager, Advisor Based Sales at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  January 2010 - Present
Lincoln Financial Advisors   January 2009 - January 2010
Lincoln Financial Advisors   November 2007 - December 2008
Deloitte  September 2005 - October 2007

Education
Santa Clara University   2001 — 2005
Bachelor of Science in Commerce, Major: Accounting, Cum laude

John Pastore John Pastore Greater Boston Area Details
John Pastore's Lincoln Financial Advisors Experience 2003 - Present
Job Financial Planner/ Sr. Vice President at Integrated Financial Partners/ Lincoln Financial
Industry Financial Services
Experience
Lincoln Financial Advisors   2003 - Present
Integrated Financial Partners/ Lincoln Financial   April 1998 - Present
Marriott  1995 - 1999

Education
Salem State University   1989 — 2004
Business

Jennifer Purdue Jennifer Purdue Fort Wayne, Indiana Area Details
Jennifer Purdue's Lincoln Financial Advisors Experience 1995 - 2005
Job Experienced Executive and Relationship Builder
Industry Hospital & Health Care
Experience
Extension Healthcare  September 2012 - Present
EXTENSION, INC  December 2011 - September 2012
Broadridge  February 2005 - September 2011
Investigo Corp   February 2005 - June 2008
Lincoln Financial Advisors   1995 - 2005

Skills
Process Improvement, Financial Services, Portfolio Management, Strategic Planning, Salesforce.com, Business Analysis, Strategy, Management, Relationship Management, Business Strategy, Customer Service, CRM, Leadership, Series 7, Mutual Funds, Risk Management, Project Management, Customer Relations, Series 24, Series 63, Staff Development, Building Relationships, Trading, FINRA, Bond Markets, Options, Program Management, Sales, Investments

Education
Purdue University   1991 — 1993
Psychology

David Langan, RICP David Langan, RICP Harrisburg, Pennsylvania Area Details
David Langan, RICP's Lincoln Financial Advisors Experience November 2004 - March 2009
Job Financial Advisor at Conte Wealth Advisors, LLC
Industry Financial Services
Experience
Conte Wealth Advisors, LLC   August 2015 - Present
Susquehanna Wealth Strategies  January 2011 - August 2015
Lincoln Financial Advisors   November 2004 - March 2009
MassMutual Financial Group  January 1999 - October 2004

Education
Slippery Rock University of Pennsylvania   1994 — 1998

Cumberland Valley   1990 — 1994

Donna Franc Donna Franc Greater Philadelphia Area Details
Donna Franc's Lincoln Financial Advisors Experience September 2013 - January 2015
Job Compliance Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment  February 2015 - Present
Lincoln Financial Advisors   September 2013 - January 2015
S&P DOW JONES INDICES  1993 - 2012

Skills
Investment Advisor..., Social Media Compliance, Broker-Dealer Compliance, Series 53, Series 24, Series 7, Finance, Compliance, Mutual Funds, Securities, ETFs, Salesforce.com, Financial Markets, Relationship Management, Financial Services, Trading, Equities, Derivatives, FINRA, Bloomberg, Fixed Income, Financial Analysis, Hedge Funds, Structured Products, Market Data, Electronic Trading

Education
Rutgers, The State University of New Jersey-New Brunswick
BA

Paul N. Gould Paul N. Gould Morrisville, Pennsylvania Details
Paul N. Gould's Lincoln Financial Advisors Experience May 2008 - Present
Job Lincoln Financial Group, Lincoln Retirement Plan Services
Industry Financial Services
Experience
Lincoln Financial Advisors   May 2008 - Present
Merrill Lynch  February 2005 - March 2008
Merrill Lynch  March 2004 - February 2005
Merrill Lynch  January 2001 - March 2004
Prudential Financial  May 1998 - January 2001
Sands   1994 - 1998

Education
Roger Williams University   1990 — 1994
Bachelor of Science, Management

Jeffrey Colbus Jeffrey Colbus Baltimore, Maryland Area Details
Jeffrey Colbus's Lincoln Financial Advisors Experience December 1991 - Present
Job Registered Representative
Industry Financial Services
Experience
Lincoln Financial Advisors   December 1991 - Present

Education
Towson University   1985 — 1988

Shippensburg University of Pennsylvania   1984 — 1985

Edwin Snyder Edwin Snyder Greater Omaha Area Details
Edwin Snyder's Lincoln Financial Advisors Experience LTDLincoln Financial Group2006 - 2009
Job Disability Rep at Lincoln Financial Advisors
Industry Insurance
Experience
Lincoln Financial Advisors   LTDLincoln Financial Group2006 - 2009

Education
Peru State College   1995 — 1996

Jeff Medina Jeff Medina Greater New York City Area Details
Jeff Medina's Lincoln Financial Advisors Experience April 2010 - May 2014
Job Internal Wholesaler at Terra Capital Partners
Industry Investment Management
Experience
Terra Capital Partners  May 2014 - Present
Lincoln Financial Advisors   April 2010 - May 2014
NYPPEX   June 2007 - November 2008

Skills
Financial Modeling, Investments, Equities, Alternative Investments, Portfolio Management, Series 7, Financial Analysis, Asset Management, Series 63, Mutual Funds, Finance, Financial Services, Securities, Fixed Income, Financial Planning, Investment Strategies, Wealth Management

Education
Sacred Heart University   2002 — 2007
BS, Finance

Kayla Kierys Kayla Kierys Greater Philadelphia Area Details
Kayla Kierys's Lincoln Financial Advisors Experience May 2007 - Present
Job Student at Philadelphia University
Industry Marketing and Advertising
Experience
J.Crew  February 2008 - Present
Lincoln Financial Advisors   May 2007 - Present
Ann Taylor  January 2007 - January 2008

Education
Philadelphia University   2005 — 2009

Nick Gray Nick Gray Fort Wayne, Indiana Area Details
Nick Gray's Lincoln Financial Advisors Experience September 1995 - September 2012
Job Retirement Plan & Planning Advisor at SYM Financial Advisors
Industry Financial Services
Experience
SYM Financial Advisors  September 2012 - Present
Lincoln Financial Advisors   September 1995 - September 2012
Old National Insurance  2005 - 2011

Skills
Project Management, 401k, Defined Benefit, Project Planning, Retirement Plan..., Strategic Planning, Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Retirement, Leadership, Public Speaking, New Business Development, Portfolio Management, Investment Advisory

Education
Purdue University

Bob Stuber Bob Stuber Houston, Texas Details
Bob Stuber's Lincoln Financial Advisors Experience February 2012 - Present
Job Managing Principal at Lincoln Financial Advisors (LFA)/Sagemark Consulting
Industry Financial Services
Experience
Lincoln Financial Advisors   February 2012 - Present

Education
Penn State University   1980 — 1984
BA, Political Science

Scarlett Anderson Scarlett Anderson Greater Salt Lake City Area Details
Scarlett Anderson's Lincoln Financial Advisors Experience January 2001 - January 2005
Job Physician Recruiter | Obstetrics/Gynecology at CHG Healthcare Services
Industry Hospital & Health Care
Experience
CHG Healthcare Services  May 2014 - Present
NFG Brokerage   March 2013 - May 2014
Crump Life Insurance Services  December 2005 - March 2013
Fidelity Investments  January 2005 - June 2005
Lincoln Financial Advisors   January 2001 - January 2005

Skills
Term Life Insurance, Long-term Care, Insurance, Fixed Annuities, Disability Insurance, Brokers, Long Term Care Insurance, Universal Life, Strategic Financial..., Whole Life, Sales Management, Life Insurance, Health Insurance, Investments, Retirement Planning, Sales, Committed to..., Finance, Financial Planning

Education
Salt Lake Community College   1996 — 2000

Stuart C. Hoch, ChFC Stuart C. Hoch, ChFC Marlboro, New Jersey Details
Stuart C. Hoch, ChFC's Lincoln Financial Advisors Experience November 2003 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   November 2003 - Present

Education
Rutgers, The State University of New Jersey-New Brunswick   1983 — 1987
Bachelor of Arts (B.A.), History

Yara Abbasi Yara Abbasi Greater New York City Area Details
Yara Abbasi's Lincoln Financial Advisors Experience February 2009 - Present
Job Registered Operations Lead at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Advisors   February 2009 - Present
Lincoln Financial Advisors   May 2004 - February 2009
Lincoln Financial Advisors   June 2002 - May 2004
Lincoln Financial Advisors   May 2001 - June 2002

Skills
Vendor Management, Portfolio Management, Research, Management, Performance Management, Finance, Team Leadership, Dependable Team Player, Office Management, Series 7, Investments, Series 24, Financial Planning, Financial Services, Mutual Funds, Asset Management, Securities, Insurance, Retirement Planning, Wealth Management, Financial Analysis, Customer Service

Education
Rutgers, The State University of New Jersey-Newark   1998 — 2002
Bachelor of Science, Finance/Economics (Double-Major)

Cresskill High School   1994 — 1998

Joyce Zonca Joyce Zonca San Francisco Bay Area Details
Joyce Zonca's Lincoln Financial Advisors Experience August 2014 - Present
Job Client Relationship Specialist at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   August 2014 - Present
CSAA Insurance Group  August 2009 - June 2014
Golden Gate Advisors   August 2003 - August 2009
Merrill Lynch  1999 - August 2003

Skills
Insurance, Risk Management, SDLC, Process Improvement, Vendor Management, Financial Services, Business Requirements, Business Process...

Education
San Francisco State University
Bachelor of Arts (BA), Economics

Sandi Baughman Sandi Baughman Greater Los Angeles Area Details
Sandi Baughman's Lincoln Financial Advisors Experience September 1995 - November 2001
Job File Builds at iPayment
Industry Writing and Editing
Experience
iPayment   December 2010 - Present
Agilent Technologies  March 2007 - March 2008
Countrywide Home Loans  2002 - 2002
Lincoln Financial Advisors   September 1995 - November 2001
D.R. Coffman Construction, Inc.   January 1974 - January 1994

Skills
Recruiting, Leadership, Administrative...

Education
Portland State University   1964 — 1965
Business Administration

Chirag Savalia Chirag Savalia Greater New York City Area Details
Chirag Savalia's Lincoln Financial Advisors Experience September 2007 - February 2009
Job Corporate Actions Specialist at Societe Generale Corporate & Investment Banking
Industry Investment Banking
Experience
Société Générale   April 2014 - Present
Rutgers University  June 2012 - May 2014
Societe Generale  June 2013 - August 2013
MetLife  May 2009 - July 2010
Baba Food Mart   September 2005 - September 2009
Lincoln Financial Advisors   September 2007 - February 2009

Skills
Small Business, Insurance, Process Improvement, Management Consulting, New Business Development, Wealth Management, Mutual Funds, Investment Advisory, Financial Advisory, Investments, Forecasting, Time Series Analysis, Risk Management, Portfolio Management, Derivatives, Banking, Quantitative Analytics, Technical Analysis, Retirement Planning, Credit, Finance, Quantitative Finance, Equities, Bloomberg, Bloomberg Terminal, Options, Trading, VBA, Securities, Financial Markets, Equity Derivatives, Trading Systems

Education
University of Pennsylvania   2010 — 2011
Post-Baccalaureate, Mathematics and Computer Science, 3.3

Rutgers, The State University of New Jersey-Camden   2005 — 2009
BS, Finance, Economics, 4.0

Eastern High School   2001 — 2005

Rutgers, The State University of New Jersey-New Brunswick
Masters, Mathematical Finance

Patrick Fang, CFA Patrick Fang, CFA Greater Chicago Area Details
Patrick Fang, CFA's Lincoln Financial Advisors Experience June 2010 - August 2010
Job Vice President at Markit
Industry Financial Services
Experience
Markit  February 2011 - Present
QSG (Acquired by Markit)   February 2011 - November 2011
Buckingham Asset Management  June 2010 - December 2010
Lincoln Financial Advisors   June 2010 - August 2010
Google  February 2009 - June 2009

Skills
Matlab, SQL, R, Data Analysis, TCA, Equity Trading, FX Trading, Electronic Trading, Market Structure

Education
Washington University in St. Louis   2009 — 2010
MS

Washington University in St. Louis - Olin Business School   2009 — 2010
Master of Science (MS)

University of Pennsylvania - The Wharton School   2009 — 2009
Foreign Study

Shanghai Institute of Foreign Trade   2005 — 2009
Bachelor's degree

Nevine Mohareb Nevine Mohareb San Francisco Bay Area Details
Nevine Mohareb's Lincoln Financial Advisors Experience May 2007 - Present
Job at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   May 2007 - Present
Lincoln Financial Advisors   October 2001 - September 2005
Acer America Corp.  August 1994 - August 1997

Skills
Microsoft Office, Research, Enterprise Software, Process Improvement, Management, Financial Analysis, PowerPoint

Education
Santa Clara University   1992 — 1994
M.Sc., Mechanical Engineering

The American University in Cairo   1986 — 1991
B.Sc, Mechanical Engineering

Jennifer Ishikawa Jennifer Ishikawa Greater Philadelphia Area Details
Jennifer Ishikawa's Lincoln Financial Advisors Experience March 2009 - August 2009
Job Student, Philadelphia University
Industry Financial Services
Experience
Banana Republic  September 2008 - Present
Lincoln Financial Advisors   March 2009 - August 2009
Franklin College Switzerland  August 2007 - May 2008

Education
Philadelphia University   2006 — 2010
Bachelor of Science, International Business & Finance

Christina DiSanto Christina DiSanto Greater Philadelphia Area Details
Christina DiSanto's Lincoln Financial Advisors Experience January 2015 - Present
Job AdviceNext Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   January 2015 - Present
Lincoln Financial Distributors  April 2013 - January 2015
Lincoln Financial Distributors  March 2012 - March 2013
Lincoln Financial Distributors  October 2010 - March 2012

Skills
Microsoft Office, Salesforce.com, Marketing, PowerPoint, Sales, Series 7, Customer Service, Series 63

Education
Saint Joseph's University   2006 — 2010

Saint Joseph's University   2006 — 2010
Bachelor of Science, Psychology

Laura Plourde Laura Plourde Saint Johnsbury, Vermont Details
Laura Plourde's Lincoln Financial Advisors Experience 2001 - 2002
Job A Unique Combination: Field Perspective, Operations, Marketing, Client Service & Regulatory Knowledge
Industry Financial Services
Experience
National Life Group  March 2010 - Present
Self Employed  2001 - February 2010
Lincoln Financial Advisors   2001 - 2002
IDS/ American Express Financial Advisors   1991 - 2001

Education
Institute of Business & Finance
Master's Degree, Master of Science in Financial Services

Post University
Bachelor of Arts (B.A.), Finance, General

The American College
ChFC

Jeff Berke Jeff Berke Greater New York City Area Details
Jeff Berke's Lincoln Financial Advisors Experience 1999 - Present
Job Financial Advisor/Pension Consultant/CFP
Industry Financial Services
Experience
Lincoln Financial Advisors   1999 - Present
Pro-Plans, Inc.   1999 - 2012
Summit Financial Resources, Inc.   1982 - 1998

Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Employee Benefits, Financial Analysis, Risk Management

Education
Seton Hall University
BS, Finance

Brooke Christian Brooke Christian Jackson, New Jersey Details
Brooke Christian's Lincoln Financial Advisors Experience June 2015 - Present
Job Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   June 2015 - Present
Small Bone Innovations, Inc.   March 2013 - Present
Enterprise Rent-A-Car  October 2011 - February 2013
Enterprise Rent-A-Car  September 2010 - October 2011
Resound Marketing  January 2010 - May 2010
The Learning Experience  February 2008 - January 2010
Educational Opportunity Program  February 2007 - October 2007

Education
Rider University   2006 — 2010
Bachelor, Liberal Arts and Sciences; Public Relations

Tim Lei Tim Lei Fort Wayne, Indiana Area Details
Tim Lei's Lincoln Financial Advisors Experience July 2011 - August 2012
Job Student Athletic Trainer at Weber High School
Industry Hospital & Health Care
Experience
Weber High School  November 2013 - Present
Weber State Strength and Conditioning   August 2013 - November 2013
Sundance Physical Therapy   June 2013 - August 2013
New China   October 2005 - June 2013
Fort Wayne Orthopaedics  December 2012 - January 2013
Indiana University - Purdue University Fort Wayne (IPFW)   October 2012 - October 2012
Lincoln Financial Advisors   July 2011 - August 2012
Espich Printing   May 2007 - August 2007

Education
Weber State University   2013 — 2015
Master of Science (MS), Athletic Training/Trainer

Purdue University - Krannert School of Management   2007 — 2011
BA, Management, Finance, Economics

George Lerinsky George Lerinsky Greater San Diego Area Details
George Lerinsky's Lincoln Financial Advisors Experience May 2010 - December 2010
Job Treasury Analyst at Sempra Energy
Industry Banking
Experience
Sony Global Treasury Services   April 2012 - May 2015
Sony Electronics  June 2011 - February 2012
Lincoln Financial Advisors   May 2010 - December 2010
Codero  June 2006 - July 2010

Skills
Financial Modeling, Financial Analysis, Treasury, CRM, Finance, Financial Risk, Banking, Forecasting, Mutual Funds, Windows, Data Center, Financial Reporting, Financial Forecasting, Accounting, SAP, Cash Flow, Budgets, Internal Audit, Accounts Receivable, Financial Statements, Hyperion, Payments, Business Process, Variance Analysis, Managerial Finance

Education
San Diego State University-California State University   2008 — 2010
Bachelor's, Finance

Sloma Amy Sloma Amy Greater Chicago Area Details
Sloma Amy's Lincoln Financial Advisors Experience August 1997 - Present
Job Registered Rep. at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   August 1997 - Present

Education
National Louis University   2009 — 2010
Master of Education (M.Ed.)

Roosevelt University
Bachelor of Business Administration (B.B.A.)

David Quinlan, CFP® David Quinlan, CFP® Edison, New Jersey Details
David Quinlan, CFP®'s Lincoln Financial Advisors Experience 2011 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   2011 - Present
Dun & Bradstreet  2009 - 2011
Dun & Bradstreet  2007 - 2009
Gerresheimer  2006 - 2007
Ferris School for Boys   2004 - 2005
Exelon Nuclear  2003 - 2005
Public Service Enterprise Group  2001 - 2002
Public Service Enterprise Group  1999 - 2001
Becton, Dickinson and Company  1991 - 1999
Dow Jones Telerate  1989 - 1991

Education
Fairleigh Dickinson University-Florham Campus   2011 — 2012
CFP

Rutgers, The State University of New Jersey-Newark   1990 — 1991

University of Delaware - Lerner College of Business and Economics   1984 — 1988
BSBA

Carlin Christopher Carlin Christopher Fort Wayne, Indiana Area Details
Carlin Christopher's Lincoln Financial Advisors Experience May 2010 - Present
Job Compensation Maintenance Specialist at Lincoln Financial Advisors
Industry Consumer Services
Experience
Lincoln Financial Advisors   May 2010 - Present

Skills
Sales Management, Project Management

Education
Purdue University   1979 — 1986
No degree, Electrical Engineering / Compter Science

Merrillville High School   1974 — 1979
High School Diploma

Bryan Ascher Bryan Ascher Greater Philadelphia Area Details
Bryan Ascher's Lincoln Financial Advisors Experience January 2012 - Present
Job Recent Graduate
Industry Financial Services
Experience
Lincoln Financial Advisors   January 2012 - Present
Enterprise Rent-A-Car  June 2011 - Present
Canada Dry bottling company   May 2009 - September 2010
US Army National Guard  May 2003 - May 2009

Education
Rutgers, The State University of New Jersey-Camden   2008 — 2012
Bachelor of Science (BS), Finance and Management

Ajeet Mohan Ajeet Mohan Greater New York City Area Details
Ajeet Mohan's Lincoln Financial Advisors Experience January 2014 - May 2014
Job Student at Rutgers University
Industry Financial Services
Experience
Dragonfly Capital   September 2014 - Present
MasterCard  June 2014 - August 2014
Zolio Inc  June 2014 - August 2014
Lincoln Financial Advisors   January 2014 - May 2014

Skills
Microsoft Excel, Financial Modeling, Leadership, SWOT analysis, Equity Research, SmartOffice, InTouch, Java, Matlab, Public Speaking, VBA, Stata

Education
Rutgers University-New Brunswick   2012 — 2016
Rutgers University, Mathematics, Economics, Computer Science

Bridgewater-Raritan High School   2008 — 2012
Top 10 %

Gina Case Gina Case San Diego, California Details
Gina Case's Lincoln Financial Advisors Experience August 2005 - December 2007
Job Retirement Specialist at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  February 2009 - Present
Lincoln Financial Group  December 2007 - February 2009
Lincoln Financial Advisors   August 2005 - December 2007

Skills
Retirement, Mutual Funds, Financial Services, Investments, Retirement Planning

Education
The American College   2013 — 2015
Master's degree, Financial Services

San Diego State University-California State University   2001 — 2005
Bachelor of Science (B.S.), Spanish Language and Literature

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