Lincoln Financial Advisors

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Lincoln Financial Advisors Employees

Employee
Years
Job
Industry
Irfan Raza, CPA Irfan Raza, CPA Greater Philadelphia Area Details
Irfan Raza, CPA's Lincoln Financial Advisors Experience January 2007 - May 2007
Job Manager at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown  July 2014 - Present
Raza Enterprise, LLC   October 2009 - Present
WithumSmith+Brown  October 2012 - July 2014
Citco Fund Services  September 2011 - September 2012
KPMG  August 2008 - September 2011
Lincoln Financial Advisors   January 2007 - May 2007

Skills
Financial Reporting, Financial Analysis, Accounting, Audit, SOX, Auditing, IFRS, Internal Controls, Excel, Word, Financial Planning, Valuation, Bloomberg, Cash Flow, Investments, Financial Accounting, Asset Management, GAAP, US GAAP, Derivatives, External Audit, Securities, Financial Statements, Microsoft Excel, Financial Services, Finance, Hedge Funds, CPA, Tax Accounting, Tax Preparation, Income Tax, Tax Returns, Consolidation, QuickBooks, Financial Audits, General Ledger, Private Equity, Partnership Taxation, Mutual Funds, Bookkeeping, Revenue Recognition, Accountants, Business Valuation, International Tax, Tax, Fund Accounting, Corporate Tax, Account Reconciliation, SEC Filings, Analysis

Education
Temple University - Fox School of Business and Management   2004 — 2008
BBA, Accounting

Greg Rieke Greg Rieke Overland Park, Kansas Details
Greg Rieke's Lincoln Financial Advisors Experience 2008 - March 2014
Job Financial Security; Life transitions; Social Action
Industry Financial Services
Experience
Dialog Institute of the Southwest   2006 - Present
Author  2003 - Present
Lifeswork LLC   2002 - Present
Lincoln Financial Advisors   2008 - March 2014
Saint Andrew Christian Church   January 2012 - January 2014
Frontier Schools, Inc   May 2006 - May 2013
Lincoln Financial Advisors   September 2008 - February 2013
Friends of Old Shawnee Town   2006 - 2009
Kansas City Friends of Jung   1997 - 2009
Legacy Financial Group  1999 - September 2008

Skills
FINRA Series..., Chartered Life..., Certified Life Purpose..., Individual Life, Retirement Planning, Estate Planning, Wealth Management, Series 7, Life Purpose Coach, Civic Leader, Seeker, Non-profits, Nonprofits, Financial Services, Risk Management, Strategic Financial..., Financial Advisory, Leadership, Retirement, Banking, Securities, Portfolio Management, Finance, Strategic Planning, Insurance, Investment Advisory, Wealth, Fixed Annuities, Asset Management, Life Insurance, Investments, Financial Planning

Education
University of Kansas - Graduate School of Business   1972 — 1975
MBA, Finance

The University of Kansas   1968 — 1972
BA, American Studies / Political Science

The American College   1995 — 1998
CLU, Life Insurance Professional Designation

Life Purpose Center   2001 — 2003
Certified Life Purpose Coach, Personal Life Coaching

Connie Stevenson Connie Stevenson Baltimore, Maryland Area Details
Connie Stevenson's Lincoln Financial Advisors Experience 2006 - 2011
Job Registered Assistant
Industry Financial Services
Experience
Academy Financial Benefit Services, LLC   December 2013 - Present
Northwestern Mutual  October 2011 - November 2013
Lincoln Financial Advisors   2006 - 2011
Northwestern Mutual  1997 - 2006

Skills
Life Insurance, Long Term Care Insurance, Series 6, Relationship Management, Disability Insurance

Education
Towson University   1991 — 1995
Bachelor of Science (BS), Mass Communication/Media Studies

G. Kevin Stepanoff G. Kevin Stepanoff Rochester, New York Area Details
G. Kevin Stepanoff's Lincoln Financial Advisors Experience 1998 - 2014
Job Owner, PS&E LLC Plan to Prosper
Industry Financial Services
Experience
PS&E LLC Plan to Prosper   2000 - Present
Sagemark Consulting  1998 - 2014
Lincoln Financial Advisors   1998 - 2014
CIGNA Financial Advisors  1994 - 1998
Eastman Kodak  1979 - 1993

Education
State University of New York College at Cortland   1975 — 1979
BS, Chemistry

New Hartford High School   1971 — 1975

Vince Westerman Vince Westerman Cleveland/Akron, Ohio Area Details
Vince Westerman's Lincoln Financial Advisors Experience April 2002 - April 2005
Job President/CEO The Westerman Group LLC specializing in Investment and Wealth Management Srategies
Industry Investment Management
Experience
The Westerman Group LLC   January 1989 - Present
Lincoln Financial Advisors   April 2002 - April 2005
New York Life Insurance Company  January 1986 - January 1988
Summa Health System - Akron City Hospital  May 1985 - August 1985

Skills
Retirement, Life Insurance, Wealth Management..., Project Planning, Investments, Financial Services, Business, Portfolio Management, Small Business, Wealth Management, Financial Advisory, Insurance, Securities, Asset Allocation, Retirement Planning, Estate Planning, Due Diligence, Fixed Annuities, Strategic Financial...

Education
The University of Akron   1982 — 1986
Marketing and Organizational Communications

Grant Pollock Grant Pollock Greater Boston Area Details
Grant Pollock's Lincoln Financial Advisors Experience 1997 - 1998
Job Cloud Champion Regional Director at Broadview Networks
Industry Computer Software
Experience
Broadview Networks  June 2012 - Present
Broadview Networks  January 2006 - July 2012
Broadview Networks  February 2004 - December 2005
Network Plus  1999 - 2003
Lincoln Financial Advisors   1997 - 1998

Skills
Cloud Computing, Telecommunications, VoIP, Account Management, Solution Selling, Business Development, Strategic Partnerships, Direct Sales, Leadership, Sales, Managed Services, Co-location, Sales Management, Contract Negotiation, Channel Partners, Unified Communications, Salesforce.com, Telephony, Networking, Hosted Services, Team Building, Customer Retention, MPLS, Process Improvement, Selling, Network Design, Six Sigma, SIP, Sales Process, Coaching, SIP Trunking, Team Leadership, SaaS, Training & Development, Market Planning, Team Management, Process Development, Customer Relations, Inside Sales, Customer Satisfaction, Customer Loyalty..., Profit & Loss Management, Product Launch, Wireless, Call Centers, Professional Services, Cold Calling, Customer Experience, CRM, Management

Education
Union Graduate College   1998 — 1999
MBA, Marketing and Mgt

Union College   1994 — 1998
BA, Political Science, History Minor

Skaneateles High School   1991 — 1994

Lane Tita Lane Tita Greater Philadelphia Area Details
Lane Tita's Lincoln Financial Advisors Experience August 2008 - May 2009
Job 1L at Villanova University School of Law
Industry Human Resources
Experience
Yoh, A Day & Zimmermann Company   September 2013 - July 2015
The Center for Family Services  May 2010 - September 2013
Temple University  November 2009 - May 2010
BTRG  May 2009 - August 2009
Lincoln Financial Advisors   August 2008 - May 2009
First Commonwealth Federal Credit Union  May 2008 - January 2009

Skills
Employee Benefits, Human Resources, Onboarding, Recruiting, HRIS, Leadership, Time Management, Employee Relations, Benefits Administration, Personnel Management, Performance Management, Employee Engagement

Education
Villanova University School of Law   2015 — 2018
Juris Doctor

Temple University   2006 — 2010
B.B.A.

Adam Fuqua Adam Fuqua Dallas, Texas Details
Adam Fuqua's Lincoln Financial Advisors Experience May 2008 - August 2008
Job Financial Analyst at HTPN (Baylor Scott & White Health) & SMU COX Accounting and Finance BBA
Industry Financial Services
Experience
Nationstar Mortgage  December 2013 - March 2015
Nationstar Mortgage  February 2012 - December 2013
Fuqua Investments   May 2008 - February 2012
Fuqua Photography   May 2004 - February 2012
Aflac  January 2011 - January 2012
Lincoln Financial Advisors   May 2008 - August 2008

Skills
Financial Analysis, Finance, Accounting, Access, Visio, Microsoft Excel, Financial Reporting, Data Analysis, Data Mining, Account Reconciliation, Microsoft Office, Databases, General Ledger, Analysis, Ad Hoc Reporting, Financial Statements, Accounts Payable &..., Process Improvement, Reporting & Analysis, Business Analysis, Balance Sheet, Journal Entries, Loan Servicing, Auditing, Budget Forecasts, Account Servicing, Risk Assessment, Allocations, Disbursement, Invoice Processing, Business Planning, Cash, QuickBooks, Loans, SharePoint Server, Adobe Acrobat, Government Loans, Microsoft SQL Server, LSAMS, Trims, Tax Returns, Turbo Tax, Photography, Customer Service, Management, Microsoft Word, Time Management, Banking, Team Building

Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance

James Bernard Cowan, CLU ChFC James Bernard Cowan, CLU ChFC Richmond, Virginia Area Details
James Bernard Cowan, CLU ChFC's Lincoln Financial Advisors Experience February 2009 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Lincoln Financial Advisors   February 2009 - Present
Business Owner Exit Strategies, LLC   July 2005 - Present

Education
Benedictine High School   1970 — 1974
General

University of Richmond   1974 — 1978
B.A., Majored in English, Sociology minor

The American College
Chartered Life Underwriter (CLU), Insurance

The American College   1995 — 2001
Chartered Financial Consultant (ChFC), Financial Planning and Services

Charles R. (Trey) Mayhall, III CFP, CPA* Charles R. (Trey) Mayhall, III CFP, CPA* Mobile, Alabama Details
Charles R. (Trey) Mayhall, III CFP, CPA*'s Lincoln Financial Advisors Experience February 1998 - Present
Job Owner First Financial Group of the South at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   February 1998 - Present
Crow Shields Bailey, PC  May 1995 - January 1998

Education
Spring Hill College   1995 — 1996
Master of Business Administration (M.B.A.)

Spring Hill College   1991 — 1995
Bachelor's degree, Accounting

Robert M. Hammond III Robert M. Hammond III Greater Philadelphia Area Details
Robert M. Hammond III's Lincoln Financial Advisors Experience April 2008 - February 2011
Job Senior Director Wealth Management, USAA
Industry Financial Services
Experience
USAA  April 2015 - Present
USAA  February 2011 - Present
Lincoln Financial Advisors   April 2008 - February 2011
Lincoln Financial Advisors   January 1996 - April 2008

Education
United States Military Academy at West Point   1985 — 1989
Bachelor of Science

Deborah Kee Deborah Kee Greater Atlanta Area Details
Deborah Kee's Lincoln Financial Advisors Experience July 2010 - Present
Job Manager of Clinical Operations at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   July 2010 - Present
Unum  1998 - 2010

Skills
Strategic Planning, Process Improvement, Insurance, Customer Relations, Customer Service, Disability Insurance, Excel

Education
The University of Tennessee at Chattanooga
BSN, Nursing

Sam Ronald Sam Ronald Louisville, Kentucky Area Details
Sam Ronald's Lincoln Financial Advisors Experience January 2002 - July 2006
Job Financial Services Professional
Industry Financial Services
Experience
Commonwealth Bank & Trust  September 2011 - Present
US Bank  July 2006 - February 2010
Lincoln Financial Advisors   January 2002 - July 2006
Concorde Investment Group, Inc   January 1999 - December 2001
Hilliard Lyons  January 1993 - January 1999
Hilliard, Lyons  January 1982 - January 1993

Skills
Equities, Bonds, Portfolio Management, Banking, Investments, Wealth Management, Strategic Planning, Investment Strategies, Estate Planning, Strategic Financial..., Retirement Planning, Investment Advisory, Asset Managment, New Business Development, Sales Management, Business Strategy, Customer Service, High Net Worth..., Small Business, Marketing

Education
Kentucky and Indiana Life & Health

Stetson University
Bachelors, Business Administration, Finance Major

Jared Davison Jared Davison Florence, South Carolina Details
Jared Davison's Lincoln Financial Advisors Experience September 2013 - Present
Job Retirement Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   September 2013 - Present
Lincoln Financial Distributors  February 2011 - September 2013
Lincoln Financial Distributors  February 2011 - October 2011
SunTrust Bank  August 2009 - March 2011
Thrivent Financial for Lutherans  February 2009 - February 2010
Enterprise Rent-A-Car  May 2008 - August 2008
The Citadel  2008 - 2008

Education
The Citadel   2005 — 2009
BS, Business Administration

Elizabeth Lecouras Elizabeth Lecouras New York, New York Details
Elizabeth Lecouras's Lincoln Financial Advisors Experience January 2010 - May 2010
Job at
Industry Apparel & Fashion
Experience
Colors In Optics Ltd  March 2015 - Present
Bridgewater Advisors Inc.   April 2012 - March 2015
JPMorgan Chase  January 2011 - April 2012
Brandywine Global Investment Management  June 2010 - December 2010
Lincoln Financial Advisors   January 2010 - May 2010

Skills
Fixed Income, Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Financial Services, Trading, Investment Management, Investment Advisory, Banking, Alternative Investments, Financial Advisory

Education
Temple University - Fox School of Business and Management   2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General

Benjamin Cunningham Benjamin Cunningham Columbus, Ohio Details
Benjamin Cunningham's Lincoln Financial Advisors Experience June 2013 - April 2014
Job Accountant at Battelle
Industry Financial Services
Experience
Battelle  July 2015 - Present
Battelle  May 2014 - July 2015
Lincoln Financial Advisors   June 2013 - April 2014

Skills
Financial Reporting, Business Strategy, Process Improvement, Microsoft Excel, Communication Skills, Microsoft Office, P&L Forecasting, Customer Service, Access, Microsoft Word, Corporate Finance, DCF Valuation, Strategic Financial..., Fixed Asset Management, Outlook, Finance, Government Contracting, FAR

Education
The Ohio State University - The Max M. Fisher College of Business   2011 — 2015
BSBA - Finance, Corporate Finance, Graduate

Hilliard Davidson High School   2007 — 2011

Robert Deitrick Robert Deitrick Columbus, Ohio Area Details
Robert Deitrick's Lincoln Financial Advisors Experience April 1997 - December 2002
Job Financial Advisor, Branch Manager and Author Polaris Financial Partners, LLC
Industry Financial Services
Experience
Polaris Financial Partners, LLC   December 2002 - Present
Bulls Bears and the Ballot Box   2008 - 2012
Lincoln Financial Advisors   April 1997 - December 2002
Sagemark Consulting  June 1984 - April 1997

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Strategic Planning, Finance, Banking, Change Management, Leadership, Wealth Management, New Business Development, Time Management, Event Planning, Public Speaking, Small Business, Project Management, Sales, Strategic Financial..., Budgets, Investments, Management, Portfolio Management, Team Building, Training, Marketing, Financial Planning

Education
The Ohio State University   1980 — 1984
Bachelor of Science (B.S.), Finance and Economics

Langley High School   1974 — 1978
Graduate

Anthony Pody Anthony Pody Greater Philadelphia Area Details
Anthony Pody's Lincoln Financial Advisors Experience April 2012 - August 2012
Job NAV Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  April 2014 - Present
Lincoln Financial Group  July 2013 - February 2014
Bollinger Insurance  May 2012 - May 2013
Lincoln Financial Advisors   April 2012 - August 2012
Philadelphia Federal Credit Union  May 2011 - March 2012

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Social Media, Financial Analysis, Research

Education
Temple University - Fox School of Business and Management   2009 — 2013
Bachelor of Business Administration (BBA), Finance and Real Estate

Jack Hunsicker Jack Hunsicker Greater Philadelphia Area Details
Jack Hunsicker's Lincoln Financial Advisors Experience January 2013 - May 2013
Job CMBS Analyst at Morningstar Credit Ratings
Industry Capital Markets
Experience
Morningstar  April 2015 - Present
J.P. Morgan   March 2014 - April 2015
Public House  September 2010 - April 2014
Kite and Key   June 2012 - March 2014
Lincoln Financial Advisors   January 2013 - May 2013
Temple Financial Management Association   September 2011 - May 2013
Temple University Men's Club Lacrosse   October 2009 - May 2013
Temple University Investment Association   January 2012 - May 2012
Association for Information Systems  September 2011 - May 2012
Camp Tecumseh  June 2008 - August 2010

Skills
CMBS, Structured Products, Structured Finance, Research, Commercial Real Estate, Microsoft Excel, Microsoft Word, Customer Service, Social Networking, PowerPoint, Microsoft Office, Negotiation, Finance, Business Development, Networking, Public Speaking, Social Media, Time Management, Google Docs, Critical Thinking, Higher Education, Teamwork, Market Research, Marketing, Event Planning, Social Media Marketing, Facebook

Education
Temple University - Fox School of Business and Management   2009 — 2014
Bachelor of Business Administration (BBA), Finance, General

Fiona Na Jiao Fiona Na Jiao Philadelphia, Pennsylvania Details
Fiona Na Jiao's Lincoln Financial Advisors Experience August 2014 - Present
Job Financial Planning Associate Intern at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   August 2014 - Present

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Economic Statistics, SPSS, SAS, Data Analysis, Statistics, Market Research, Financial Modeling, VBA, Economics, Matlab, Risk Management, Finance, Research, Teamwork, Analysis, R, Bloomberg Terminal

Education
Temple University - Fox School of Business and Management   2013 — 2014
Master of Science (MS), Financial Engineering

Southwestern University of Finance and Economics   2009 — 2013
Bachelor's degree, Financial Statistics and Risk Management

Larry W Burgess Larry W Burgess Dallas/Fort Worth Area Details
Larry W Burgess's Lincoln Financial Advisors Experience September 1997 - September 1999
Job Financial Advisor / Designer of Financial Strategies / Partner at Helmsman Financial Partners, LLP
Industry Financial Services
Experience
Helmsman Financial Partners, LLP   September 1999 - Present
Advisor Group  September 2005 - Present
Lincoln Financial Advisors   September 1997 - September 1999
Sun Life Financial  September 1986 - September 1995
West Texas Commodities / Tercel Securities   January 1980 - September 1986
Center Plains Industries   September 1976 - December 1979

Skills
Wealth Management, Estate Planning, Insurance, Securities, Financial Services, Financial Advisory, Risk Management, Wealth Management..., Retirement Planning, Leadership, Retirement, FINRA, Bi-lingual in Spanish

Education
The American College   1991 — 1992
ChFC, CLU, Financial Services

Texas Tech University   1972 — 1976
BBA, Marketing

Jeremy Boco Jeremy Boco Greater Philadelphia Area Details
Jeremy Boco's Lincoln Financial Advisors Experience May 2014 - Present
Job Marketing Assistant @ Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   May 2014 - Present
Lincoln Financial Group  December 2013 - May 2014
Montgomery Bucks Amateur Rugby Association   March 2013 - April 2014
Lincoln Financial Group  May 2013 - December 2013
PeopleLinx  May 2012 - August 2012
Iron Lions High School Rugby   October 2009 - June 2011

Skills
Leadership, Time Management, Project Management, Microsoft Excel, Human Resources, Microsoft Word, Organization, Market Research, Strategic Thinking, Customer Satisfaction, Management, Scope Management, Bookkeeping, Recruiting, Facebook, Training, Product Development, Marketing, Financial Reporting, Marketing Strategy, Finance

Education
Temple University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems

North Penn High School   2008 — 2011

Analyssa Misa Analyssa Misa Greater New York City Area Details
Analyssa Misa's Lincoln Financial Advisors Experience 2007 - 2007
Job Fund Manager at Riverstone Holdings LLC
Industry Financial Services
Experience
Riverstone Holdings LLC  May 2012 - Present
JP Morgan Chase  November 2010 - May 2012
SS&C Solutions, Inc.   June 2008 - November 2010
Lincoln Financial Advisors   2007 - 2007

Skills
Financial Reporting, Accounting, Fund Accounting, Partnership Accounting, Fund Administration, Fund Of Funds, Account Reconciliation, Financial Modeling, US GAAP, Hedge Funds, Valuation, Private Equity, Alternative Investments, General Ledger, Financial Services, GAAP, Asset Management, Internal Controls, SEC filings, Tax, Financial Accounting

Education
Temple University   2004 — 2008
BBA, Accounting

John W. Schatz, CRPC John W. Schatz, CRPC Columbus, Ohio Area Details
John W. Schatz, CRPC's Lincoln Financial Advisors Experience 2000 - Present
Job Director of Planning at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   2000 - Present

Skills
Asset Allocation, Retirement Planning, Retirement, Mutual Funds, Wealth Management, 401k, Estate Planning

Education
The Ohio State University   1994 — 2000
BS, Family Resource Management

Nothwestern High School

Jeff Katzman Jeff Katzman Dallas/Fort Worth Area Details
Jeff Katzman's Lincoln Financial Advisors Experience October 2006 - November 2008
Job NLG / LSW wholesale
Industry Financial Services
Experience
Private Company  June 2012 - October 2014
King Consolidated, Inc.   October 2010 - June 2012
Turning Gears   2009 - 2011
Texas Energy Holdings, Inc.   May 2008 - July 2010
Behringer Harvard  2010 - 2010
Lincoln Financial Advisors   October 2006 - November 2008
Discount Tire Company  December 2002 - November 2006
Texana Machinery   June 2001 - November 2002

Skills
Securities, Series 7, Alternative Investments, Investments, Financial Planning, Selling, Mutual Funds, Customer Relations, Real Estate Investment, Insurance, Investment Advisory, New Business Development, Equities, Investment Strategies, Public Speaking, Asset Management, Customer Service, Due Diligence, Finance, Investment Properties, Private Placements, Portfolio Management, Sales, Series 63, Strategic Financial...

Education
The University of Texas at Austin   1997 — 2001
Bachelor of Science

Austin School of Real Estate   1998 — 1999
Associates

Brett Mermelstein Brett Mermelstein Greater Philadelphia Area Details
Brett Mermelstein's Lincoln Financial Advisors Experience December 2010 - April 2011
Job Investor Services
Industry Financial Services
Experience
SEI  December 2012 - Present
reInvention LLC   January 2012 - June 2012
California State Assembly  August 2011 - December 2011
Lincoln Financial Advisors   December 2010 - April 2011

Skills
PowerPoint, Customer Relations, Social Media, Customer Service, Research, New Business Development, Mutual Funds, Hedge Funds, Investments, Market Research, Data Analysis, Financial Analysis, Marketing Research, Analysis, Quantitative Research, Public Speaking

Education
Temple University - Fox School of Business and Management   2007 — 2011
BBA, Economics

Lower Moreland High School   2003 — 2007

Daniel Boakye, CFA Daniel Boakye, CFA New York, New York Details
Daniel Boakye, CFA's Lincoln Financial Advisors Experience August 2006 - August 2009
Job Associate, Financial Sponsors Group at Citi
Industry Investment Banking
Experience
Citi  August 2013 - Present
Injaro Agricultural Capital Holdings Limited   May 2013 - July 2013
Citi  June 2012 - August 2012
Radian  March 2010 - July 2011
Lincoln Financial Advisors   August 2006 - August 2009
SEI Investments  May 2005 - August 2005

Skills
Chartered Financial..., Investment Banking, Private Equity, LBO, Financial Modeling, Valuation, Fixed Income, Mergers & Acquisitions, Asset Management, Series 7, Sub-Saharan Africa, Product Management, Investments, Strategy, Securities, Finance

Education
New York University - Leonard N. Stern School of Business   2011 — 2013
MBA, Corporate Finance

Temple University   2002 — 2006
BBA, Finance, Economics(minor)

Varun Sanghwan Varun Sanghwan Greater Philadelphia Area Details
Varun Sanghwan's Lincoln Financial Advisors Experience August 2009 - October 2010
Job Financial Analyst at Sunesys
Industry Telecommunications
Experience
Sunesys  June 2015 - Present
ADP  February 2012 - May 2014
BNY Mellon  October 2010 - February 2012
Lincoln Financial Advisors   August 2009 - October 2010

Skills
Microsoft Office, SQL, Informatica, Financial Modeling, Accounting, Strategic Financial..., Banking, Financial Planning, Investments, Portfolio Management, Bloomberg, Microsoft Excel

Education
Temple University   2006 — 2010
B.B.A, Finance and International Business

Jeremy Altman Jeremy Altman United States Details
Jeremy Altman's Lincoln Financial Advisors Experience January 2014 - May 2014
Job Finance student seeking internship and job opportunities
Industry
Experience
Lighthouse International  July 2013 - August 2014
Lincoln Financial Advisors   January 2014 - May 2014
American Apparel  March 2012 - August 2012
St. Jude's Summer Camp   June 2010 - August 2010

Skills
Microsoft Excel, Microsoft Office, Morningstar, Wealth Management..., SAP CRM, Photoshop, iLife

Education
Temple University - Fox School of Business and Management   2012 — 2016
Bachelor's Degree, Finance and Financial Management Services

Bronx High School of Science   2008 — 2012
High School

Darnell Perkins Darnell Perkins Columbus, Ohio Area Details
Darnell Perkins's Lincoln Financial Advisors Experience February 1991 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   February 1991 - Present

Skills
Financial Advisory, Retirement Planning, Strategic Financial..., Wealth Management

Education
The Ohio State University
B.A.

Ashley Cornelius Ashley Cornelius Greater New York City Area Details
Ashley Cornelius's Lincoln Financial Advisors Experience August 2015 - Present
Job Finance Intern at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   August 2015 - Present
Campus Recreation  August 2013 - Present
City of New Rochelle  July 2015 - August 2015
Glen Island Park   May 2013 - August 2013

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, SAP training, Event Planning, Leadership, Customer Service, Community Service, Community Outreach, Public Speaking, Mathematics, Algebra

Education
Temple University   2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General

Garry R.M. Payne ChFC, CRPC, AEP Garry R.M. Payne ChFC, CRPC, AEP Syracuse, New York Area Details
Garry R.M. Payne ChFC, CRPC, AEP's Lincoln Financial Advisors Experience June 2006 - May 2015
Job Managing Partner at The Carta Group
Industry Financial Services
Experience
The Carta Group   January 2003 - Present
Lincoln Financial Advisors   June 2006 - May 2015

Skills
Financial Advisory, Financial Services, Retirement Planning, Retirement, Investment Advisory, Estate Planning, Wealth Management, Series 7, Fixed Annuities, Financial Planners, Series 6, Series 63, Series 65, Series 22, Series 24, Executive Benefit..., Guaranteed Lifetime..., Estate Preservation, Finance, Life Insurance, IRAs, Small Business, 401k, Long-term Care, Long Term Care Insurance, Wealth Accumulation, Financial Planning

Education
SUNY Canton   1978 — 1980
AAS, Business

East Syracuse Minoa High School   1977 — 1978

Hanz Bantawan Hanz Bantawan Greater Philadelphia Area Details
Hanz Bantawan's Lincoln Financial Advisors Experience June 2012 - August 2012
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  February 2014 - Present
International Bible Church   September 2012 - Present
United States Marine Corps  January 2013 - June 2014
United States Marine Corps  June 2008 - June 2014
Wells Fargo  May 2013 - August 2013
Lincoln Financial Advisors   June 2012 - August 2012

Skills
Financial Analysis, Leadership, Microsoft Excel, Management, Microsoft Office, Training, Microsoft Word, Team Leadership, Analysis, Finance, Accounting, Research, Excel, Morningstar, Benchmarking, Supply Chain, Warehouse Management, Google Analytics, WordPress, Human Resources

Education
Temple University - Fox School of Business and Management   2009 — 2013
BBA, Accounting and Finance

Dave Wolfgang, CRPS®, CRPC® Dave Wolfgang, CRPS®, CRPC® Greater Philadelphia Area Details
Dave Wolfgang, CRPS®, CRPC®'s Lincoln Financial Advisors Experience May 2013 - Present
Job Financial Analyst at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   May 2013 - Present
Lincoln Financial Advisors   October 2010 - May 2013
Morgan Stanley Smith Barney  May 2006 - November 2010
Benjamin Moore & Co.   June 1999 - May 2006

Skills
Retirement Planning, Training, Strategic Financial..., Series 7, Mutual Funds, 401k, Retirement, Fixed Annuities, Wealth Management, Securities, Alternative Investments, Asset Allocation, Investment Advisory, Investments, Financial Analysis, Portfolio Management, Uniform Combined State..., Series 6, Finance, Financial Planning

Education
Temple University   2004 — 2007
BBA, Accounting

John Reed Sexton, Sr., CRPC, CLTC, LUTCF John Reed Sexton, Sr., CRPC, CLTC, LUTCF Virginia Beach, Virginia Details
John Reed Sexton, Sr., CRPC, CLTC, LUTCF's Lincoln Financial Advisors Experience June 2005 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   June 2005 - Present
Metlife  1990 - June 2005
Genworth Financial  1982 - 2005
Old Dominion University  1984 - 1985

Skills
Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Mutual Funds, Life Insurance, Investments, Insurance, Financial Services, Fixed Annuities, Wealth Accumulation, IRAs, Succession Planning, Financial Planners, Education Funding, Wealth Management, Investment Advisory, Variable Annuities, Financial Advisory

Education
College of Financial Planning   2007 — 2008
Chartered Retirement Planning Counselor, Retirement Planning

Old Dominion University - College of Business and Public Administration   1985 — 1986
Professional Financial Planner, Finance and Financial Management Services

Jeremy Wilson, CAMS Jeremy Wilson, CAMS Greater Chicago Area Details
Jeremy Wilson, CAMS's Lincoln Financial Advisors Experience May 2008 - October 2009
Job Experienced Investment Adviser and BrokerDealer Compliance Officer
Industry Financial Services
Experience
Kovitz Investment Group  April 2015 - Present
HighTower Advisors  April 2013 - April 2015
HighTower Advisors  October 2009 - April 2013
Lincoln Financial Advisors   May 2008 - October 2009
Lincoln Financial Advisors   May 2006 - May 2008

Skills
Series 7, Series 24, FINRA, Securities Exchange Act..., Investment Advisers Act, CAMS, AML, Sungard Protegent, FINRA WebCRD, LexisNexis - Bridger, USA.net - SECCAS

Education
The Ohio State University   1999 — 2004
Bachelors of Science, Financial Planning and Services

Suzanne Lazarek Suzanne Lazarek Charlotte, North Carolina Area Details
Suzanne Lazarek's Lincoln Financial Advisors Experience 1989 - 1999
Job Administrative Coordinator at Carolina Courtworks
Industry Construction
Experience
Carolina Courtworks   July 2015 - Present
Highland Capital Brokerage  September 2009 - October 2014
Phoenix Life Insurance Company  2005 - August 2009
Southmark Consulting, LLC   2001 - 2005
MetLife Financial Services  1999 - 2001
Lincoln Financial Advisors   1989 - 1999

Skills
Insurance, Underwriting, Long-term Care, Life Insurance, Fixed Annuities, Brokers, Disability Insurance, Financial Services, Team Building, Organization Skills

Education
State University of New York College at Oswego   1985 — 1988

Laurie Marie DiRenzo, CRPC® CRPS® Laurie Marie DiRenzo, CRPC® CRPS® Greater Philadelphia Area Details
Laurie Marie DiRenzo, CRPC® CRPS®'s Lincoln Financial Advisors Experience October 2008 - Present
Job Retirement Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   October 2008 - Present

Skills
Retirement, Mutual Funds, Wealth Management, Investments, Retirement Planning, Series 63, Series 6, 401k, Fixed Annuities, Uniform Combined State..., Retirement Plan..., Qualified Retirement..., Defined Benefit, Defined Contribution

Education
Temple University   1985 — 1989
BA

William Gist William Gist Kansas City, Missouri Area Details
William Gist's Lincoln Financial Advisors Experience January 2001 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   January 2001 - Present

Skills
Financial Planning

Education
University of Kansas   1990 — 1995
Bachelor's degree

Ariel Pierre Ariel Pierre Greater New York City Area Details
Ariel Pierre's Lincoln Financial Advisors Experience November 2010 - May 2011
Job Control Officer Associate
Industry Financial Services
Experience
J.P. Morgan   January 2015 - Present
J.P. Morgan   January 2014 - January 2015
JPMorgan Chase  September 2011 - January 2014
Lincoln Financial Advisors   November 2010 - May 2011
The William C. Dunkelberg Owl Fund  September 2008 - May 2009

Skills
Risk Analysis, Risk Management, Business Strategy, Financial Analysis, Bloomberg, Investments, Credit Analysis, Credit Risk, Credit, Equities, Valuation, Quantitative Analytics, Bloomberg Terminal, Banking, Financial Services, Equity Research, Hedge Funds, Financial Risk, Loans, Mutual Funds

Education
Temple University - Fox School of Business and Management   2007 — 2011
Batchelor's, Finance

Anindita (Tina) Dhar, CFP(r) Anindita (Tina) Dhar, CFP(r) Greater New York City Area Details
Anindita (Tina) Dhar, CFP(r)'s Lincoln Financial Advisors Experience September 2005 - Present
Job Owner of Dharwin Financial Services LLC
Industry Financial Services
Experience
Lincoln Financial Advisors   September 2005 - Present
Morgan Stanley Smith Barney  February 1994 - August 2005
American Stock Exchange  1991 - 1993
Manufacture Hanover Trust   December 1989 - March 1991

Education
Stony Brook University   1982 — 1986
BS, Applied Mathematics and Statistics

Susan Schildt Susan Schildt Dallas/Fort Worth Area Details
Susan Schildt's Lincoln Financial Advisors Experience June 2000 - June 2003
Job Financial Advisor, Managing Principal
Industry Financial Services
Experience
Stratford Consulting   July 2003 - Present
Lincoln Financial Advisors   June 2000 - June 2003
Lincoln Financial Advisors   August 1995 - June 2000

Education
Southern Methodist University   1983 — 1984
MBA

Texas Christian University   1979 — 1983
BBA

David Younis, CFP® David Younis, CFP® Rochester, New York Area Details
David Younis, CFP®'s Lincoln Financial Advisors Experience June 2003 - November 2013
Job Director of Financial Services at Allied Financial Partners
Industry Financial Services
Experience
Allied Financial Partners   December 2013 - Present
Lincoln Financial Advisors   June 2003 - November 2013

Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Retirement, Financial Advisory, Wealth Accumulation, Insurance, Finance, Wealth Management, Employee Benefits, Financial Analysis, Securities, Asset Management, Certified Financial..., Investment Advisory, Financial Goals, Wealth, Financial Planners, Asset Allocation, Series 7, Mutual Funds, Fixed Annuities, 401k, Wealth Management..., IRAs, Personal Financial..., Saving for Education, Financial Planning

Education
The American College   2007 — 2009
CFP® Certification Curriculum, Financial Planning

State University of New York College at Geneseo   1999 — 2003
Bachelor of Science, Business administration concentrating in finance

Allan Baron Allan Baron North Andover, Massachusetts Details
Allan Baron's Lincoln Financial Advisors Experience July 2009 - January 2010
Job Attorney/Mediator for divorce, elder, estate planning and real estate matters
Industry Law Practice
Experience
Baron Law & Mediation, LLP   May 2010 - Present
Lincoln Financial Advisors   July 2009 - January 2010
UBS Financial Services  January 2008 - April 2009
The Law Offices of Dalton & Baron   January 1988 - January 2008
Massachusetts School of Law  January 1990 - September 2007

Skills
Mediation, Estate Planning, Litigation, Real Estate, Small Business, Collaborative Law, Insurance, Trusts, Dispute Resolution, Legal Assistance, Property Law, Trial Practice, Courts, Legal Research, Document Review, Family Mediation, Family Law

Education
Suffolk University Law School   1976 — 1979
JD, Law

University of Connecticut   1972 — 1976
BA, political Science

Gary Ranftle Gary Ranftle Greater New York City Area Details
Gary Ranftle's Lincoln Financial Advisors Experience January 2002 - October 2004
Job Managing Partner at Center for Wealth Preservation / Mass Mutual
Industry Financial Services
Experience
Center for Wealth Preservation / Mass Mutual   October 2004 - Present
MassMutual Financial Group  October 2004 - Present
Lincoln Financial Advisors   January 2002 - October 2004
Cigna Financail Advisors   1987 - 1995

Education
State University of New York College at Potsdam   1978 — 1982
BA, Computer Science

Hauppauge High   1974 — 1978

Rusty Peterson, ChFC, CLU, CRPC® Rusty Peterson, ChFC, CLU, CRPC® Greater Milwaukee Area Details
Rusty Peterson, ChFC, CLU, CRPC®'s Lincoln Financial Advisors Experience August 1993 - August 2008
Job Investment Advisor Representive at Investors Advisory Group, LLC helping create, implement & update a financial plan.
Industry Financial Services
Experience
Investors Advisory Group, LLC   March 2012 - Present
Lincoln Financial Advisors   August 1993 - August 2008
CIGNA Financial Advisors  July 1990 - August 1993

Skills
Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Financial Advisory, 401k, Series 7, Securities, Investments, Life Insurance, Insurance, Wealth Accumulation, Finance, Fixed Annuities, Mutual Funds, Financial Planners, Asset Management, Small Business, Wealth Management, Investment Advisory, IRAs, Disability Insurance, Asset Allocation, Employee Stock Options, Long-term Care, Succession Planning, Investment Strategies, Plannning, Financial Goals, Charitable Planning, Business Succession...

Education
College For Financial Planning   2008 — 2008
CRPC®, Certified Retirement Planning Counselor

American College   1991 — 1993
CLU, Chartered Life Underwriter

American College   1990 — 1991
ChFC, Chartered Financial Consultant

Southwestern University   1987 — 1990
BA, Major in Business, Minor in Mathematics

Round Rock High School   1983 — 1986
High School Diploma, Science & Math

Ric Martin, CFP® Ric Martin, CFP® Columbus, Ohio Area Details
Ric Martin, CFP®'s Lincoln Financial Advisors Experience 1999 - 2005
Job Financial Planner at Steinhaus Financial Group
Industry Financial Services
Experience
Steinhaus Financial Group   May 1990 - Present
Lincoln Financial Advisors   1999 - 2005

Education
The Ohio State University Fisher College of Business   1981 — 1985

Molly Kelley Molly Kelley Henderson, Nevada Details
Molly Kelley's Lincoln Financial Advisors Experience April 2003 - January 2006
Job Store Manager
Industry Animation
Experience
Crazy 8  April 2014 - Present
Target  May 2011 - April 2014
Gymboree  January 2006 - May 2011
Lincoln Financial Advisors   April 2003 - January 2006

Skills
Leadership, Management, Customer Service, Visual Merchandising, Loss Prevention, Recruiting, Training, Hiring, Operations Management, Store Management, Logistics Management, Sales, Inventory Control, Talent Management, Payroll, Team Leadership, Communication, Driving Results, Organization Skills, Time Management, Store Design, New Store Openings, Computer Animation, Graphic Design

Education
The Art Institute of Las Vegas   2006 — 2009
Bachelor's degree, Animation

California High School

Marques Reasonover Marques Reasonover Cleveland, Ohio Details
Marques Reasonover's Lincoln Financial Advisors Experience June 2008 - May 2015
Job Area Sales Manager Flexjet
Industry Aviation & Aerospace
Experience
Flexjet  May 2015 - Present
Lincoln Financial Advisors   June 2008 - May 2015
The University of Akron  June 2004 - June 2008

Skills
Team Leadership, Team Building, Internal Communications, Research, Youth Work, Business Correspondence, Financial Modeling, Financial Analysis, Sales

Education
The University of Akron
Bachelor's Degree

Sarado Yim Sarado Yim Philadelphia, Pennsylvania Details
Sarado Yim's Lincoln Financial Advisors Experience January 2010 - May 2010
Job Underwriting Assistant
Industry Insurance
Experience
Liberty Mutual Insurance  February 2015 - Present
ICW Group  October 2013 - February 2015
State Farm  July 2012 - October 2013
State Farm  March 2011 - July 2012
Lincoln Financial Advisors   January 2010 - May 2010

Skills
Customer Service, Insurance, Property & Casualty..., Complex Analysis, Finance, Data Analysis, Underwriting, Process Improvement, Commercial Lines, Claim Investigation, Excess, Risk Analysis, Microsoft Excel, Microsoft Office, Workers Compensation

Education
Temple University - Fox School of Business and Management   2006 — 2010
Bachelor of Business Administration (BBA), Finance, General

Jasmine Showers Jasmine Showers Wickliffe, Ohio Details
Jasmine Showers's Lincoln Financial Advisors Experience July 2015 - Present
Job Operations Coordinator at Lincoln Financial Advisors
Industry Museums and Institutions
Experience
Lincoln Financial Advisors   July 2015 - Present
Cleveland Museum of Art  November 2011 - Present
Great Lakes Science Center  May 2013 - July 2015
Great Lakes Science Center  November 2010 - June 2013
Great Lakes Science Center  April 2010 - November 2010
Great Lakes Science Center  July 2008 - April 2010

Skills
Museums, Community Outreach, Editing, Research, Public Speaking, Microsoft Office, Customer Service, Program Development, Administration, Training, Grants, PowerPoint, Social Networking, Teaching, Higher Education, Management, Leadership, Process Scheduler

Education
United States Military Academy at West Point
Prep School

Ursuline College
Industrial and Organizational Psychology

YWCA

Justina Woshczyn Justina Woshczyn Miami/Fort Lauderdale Area Details
Justina Woshczyn's Lincoln Financial Advisors Experience January 2008 - May 2008
Job Doctor of Physical Therapy
Industry Hospital & Health Care
Experience
SoBe Pilates, LLC   September 2013 - Present
Select Physical Therapy  2013 - Present
KENDALL REGIONAL MEDICAL CENTER  March 2013 - April 2013
Baptist Hospital  January 2013 - March 2013
SELECT PHYSICAL THERAPY  October 2012 - December 2012
JACKSON NORTH MEDICAL CENTER  August 2011 - October 2011
ACTION PHYSICAL THERAPY  September 2008 - April 2010
CDS WEALTH MANAGEMENT, INC   August 2009 - November 2009
KATS FOR CONGRESS   July 2009 - November 2009
Lincoln Financial Advisors   January 2008 - May 2008

Skills
Physical Therapy, Pilates, Outpatient Orthopedics, Musculoskeletal, Orthopedic..., Treatment, Healthcare, Inpatient, Acute Care, Orthopedic, Medicine, Sports Medicine, Neurology, Rehabilitation, Cpr Certified, Research, Data Entry, Strength Training, Exercise Prescription

Education
University of Miami Leonard M. Miller School of Medicine   2010 — 2013
Doctor of Physical Therapy, Physical Therapy

Temple University - Fox School of Business and Management   2006 — 2009
Bachelors Degree, Business Finance

Temple University
Bachelor of Business Administration, Business Finance

UNIVERSITY OF MAIMI, Miller School of Medicine

Mortensen Greg Mortensen Greg Raleigh, North Carolina Details
Mortensen Greg's Lincoln Financial Advisors Experience September 2007 - Present
Job Business Operations Manager at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   September 2007 - Present

Skills
Series 24, Strategic Financial..., Financial Analysis, Series 7, Investments, Financial Services, Operations Management, Insurance, Management

Education
The American College
Master of Science (M.S.), Management

University of Connecticut, Storrs, CT
Bachelor of Science (BS), Insurance Administration

Michigan State University, East Lansing, Michigan   1964 — 1966
Business Administration and Management, General

Yola Rondinelli, MBA Yola Rondinelli, MBA Hartford, Connecticut Area Details
Yola Rondinelli, MBA's Lincoln Financial Advisors Experience October 2004 - Present
Job Financial Practice Manager Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   October 2004 - Present
Travelers Insurance  April 1999 - June 2001
Travelers  June 1998 - March 1999
Travelers  August 1997 - May 1998
OneBeacon Insurance  September 1996 - July 1997
Hartford Financial Services Group  April 1994 - August 1996
Hartford Financial Services Group  August 1992 - March 1994
Hartford Financial Services Group  July 1990 - July 1992

Skills
Management, Strategic Financial..., Finance, Risk Management, Financial Analysis, Insurance, Microsoft Excel, PowerPoint, Microsoft Word, Mutual Funds, Wealth Management, Time Management, Project Management, Investments, Project Coordination, Program Management, Budgets, Investment Advisory, Retirement Planning, Problem Solving, Financial Services

Education
University of New Haven   1997 — 1999
MBA - Finance

The University of Connecticut School of Business   1986 — 1990
B.S., Finance

James Stephen DeGroat James Stephen DeGroat El Paso, Texas Area Details
James Stephen DeGroat's Lincoln Financial Advisors Experience August 1989 - Present
Job Investment Advisor Representative, Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   August 1989 - Present

Education
The University of Texas at El Paso   1969 — 1975
BBA, MBA, Finance and Marketing

Nick Aigeldinger Nick Aigeldinger Philadelphia, Pennsylvania Details
Nick Aigeldinger's Lincoln Financial Advisors Experience December 2014 - Present
Job Financial Planning Intern at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   December 2014 - Present
US Army  January 2014 - Present

Skills
Microsoft Office, Microsoft Word, Leadership, Microsoft Excel, Customer Service, Teamwork, PowerPoint, Public Speaking, Management, Team Leadership, Strategic Planning, Data Analysis, Outlook

Education
Temple University   2013 — 2016
Bachelor’s Degree, Finance, GPA: 3.65

Crestwood High School   2009 — 2012
High School, GPA: 4.0

Kelli O'Neil Kelli O'Neil Greater Philadelphia Area Details
Kelli O'Neil's Lincoln Financial Advisors Experience August 2012 - January 2013
Job Client Relationship Manager at Lighthouse Planning Consultants
Industry Financial Services
Experience
Lighthouse Planning Consultants  June 2015 - Present
Susquehanna International Group, LLP (SIG)   July 2014 - June 2015
Center City Legal Reproductions   January 2013 - September 2013
MJ7 Trade   May 2013 - August 2013
Lincoln Financial Advisors   August 2012 - January 2013

Skills
Customer Service, Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Data Entry, Access, Marketing, Microsoft Word, Outlook, Customer Satisfaction, Teamwork, Inventory Management, Facebook, Morningstar

Education
Temple University - Fox School of Business and Management   2009 — 2014
Bachelor of Business Administration (BBA), Finance, General

Villa Joseph Marie High School   2004 — 2009
High School

Jim Beam Jim Beam Cleveland/Akron, Ohio Area Details
Jim Beam's Lincoln Financial Advisors Experience June 2012 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   June 2012 - Present

Skills
Investment Management, Licensed Life & Health..., Series 7, Registered Investment..., Investments, Finance, Retirement, Investment Strategies, Mutual Funds, Estate Planning, Strategic Financial..., Small Business, Fixed Annuities, 401k, Financial Analysis, Financial Modeling, Personal Finance, Series 63, Investment Advisory, Financial Advisory, Insurance, Retirement Planning, Valuation, Securities, Wealth Management, Financial Planning

Education
The Ohio State University   2007 — 2011
Bachelor of Business Administration (B.B.A.) Fisher College of Business, Specialization: Marketing

Dayon Denic, CPA Dayon Denic, CPA Greater Chicago Area Details
Dayon Denic, CPA's Lincoln Financial Advisors Experience May 2008 - January 2010
Job Tax Supervisor at Miller, Cooper & Co., Ltd.
Industry Accounting
Experience
Miller, Cooper & Co., Ltd.   June 2015 - Present
Miller, Cooper & Co., Ltd.   June 2013 - Present
Miller, Cooper & Co., Ltd.   June 2012 - May 2013
Frost, Ruttenberg & Rothblatt, P.C.   December 2010 - June 2012
FR&R  January 2010 - April 2010
Lincoln Financial Advisors   May 2008 - January 2010

Skills
Tax Return Preparation, Individual Taxation, Partnership Taxation, Corporate Tax, Non-profits, Trusts, Tax Research, CCH, Fixed Assets, Depreciation, Tax Services, Tax Compliance, Tax Analysis, Tax Issues, Tax Accounting, Federal Tax, State Taxation, Local Taxation, Excel, PowerPoint, Word, Microsoft Office 2007, Adobe Acrobat, Attention To Detail, Able To Multi-task, Analytical Abilities, Continuing Education

Education
The University of Kansas   2009 — 2010
Masters, Accounting- Taxation

University of Kansas   2005 — 2009
B.S. Accounting

Christa M. Coates Christa M. Coates Greater New York City Area Details
Christa M. Coates's Lincoln Financial Advisors Experience August 2013 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   August 2013 - Present
MetLife  December 2009 - April 2013
Lincoln Financial Group  March 2005 - December 2009

Education
The Sage Colleges - Russell Sage College   1986 — 1989
BS, Arts Management

Bryant Dromey Bryant Dromey Greater Atlanta Area Details
Bryant Dromey's Lincoln Financial Advisors Experience May 2002 - August 2003
Job Bull Realty, Inc.
Industry Real Estate
Experience
Bull Realty, Inc.   January 2015 - Present
Orion Commercial Real Estate Advisors   September 2003 - December 2014
Lincoln Financial Advisors   May 2002 - August 2003
John Hancock Insurance Company  September 2000 - May 2002

Skills
Investment Properties, Real Estate, Investments, Leases, Disposition, Due Diligence, Commercial Real Estate, Tenant, Finance, Location Intelligence, Real Estate Development, Sellers, Negotiation, Sales, Brokerage

Education
The University of Georgia   1994 — 1997
Bachelor of Business Administration, Real Estate

University of Georgia - Terry College of Business   1994 — 1997
BBA, Real Estate

C. Shane Chareonchump C. Shane Chareonchump Washington D.C. Metro Area Details
C. Shane Chareonchump's Lincoln Financial Advisors Experience January 2005 - March 2008
Job Regional Consultant
Industry Financial Services
Experience
AssetMark  May 2008 - Present
Lincoln Financial Advisors   January 2005 - March 2008

Skills
Certified Financial..., Asset Allocation, Practice Management, Client Relationship..., Financial Planning, Sales Process, Client Communications, Investment Strategies, Tactical Asset..., Portfolio Optimization, Strategic Financial..., CRM, Finance, Small Business, Wealth Management, Investment Management, Mutual Funds, Financial Advisory, Retirement

Education
The Ohio State University   1999 — 2004

Justin Davidson, AWMA ® Justin Davidson, AWMA ® Greater Atlanta Area Details
Justin Davidson, AWMA ®'s Lincoln Financial Advisors Experience 1998 - November 2014
Job Private Wealth Advisor at Linea Private Wealth Management, LLC
Industry Financial Services
Experience
Linea Private Wealth Management, LLC   November 2014 - Present
Lincoln Financial Advisors   1998 - November 2014

Skills
Wealth Management, Financial Advisory, Portfolio Management, Retirement Planning, Asset Management

Education
The University of Georgia   1995 — 1998
Bachelor of Business Administration (BBA), Finance, General

University of Georgia - Terry College of Business   1995 — 1998
B.B.A, Finance

Robert Jackway Robert Jackway Greater Chicago Area Details
Robert Jackway's Lincoln Financial Advisors Experience 1995 - April 2002
Job Registered Investment Advisor at Vital Wealth Management, LLC
Industry Financial Services
Experience
Vital Wealth Management, LLC   June 2013 - Present
Raymond James Financial Inc.  2002 - May 2013
Lincoln Financial Advisors   1995 - April 2002

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Financial Planning, Asset Management, Finance, Retirement, Investments, Portfolio Management, Financial Services, Financial Analysis, Mutual Funds

Education
The American College   1991 — 1995
Chartered Life Underwriter and Chartered Financial Consultant, Financial Planning and Services

Joshua Mondonedo Joshua Mondonedo Greater Philadelphia Area Details
Joshua Mondonedo's Lincoln Financial Advisors Experience September 2010 - December 2010
Job Service Operations Analyst at Philadelphia Financial Group, Inc
Industry Financial Services
Experience
Philadelphia Financial Group, Inc  July 2014 - Present
BNY Mellon  September 2012 - July 2014
Brookfield Global Relocation Services  February 2012 - September 2012
Quench USA, Inc.   August 2011 - December 2011
Lincoln Financial Advisors   September 2010 - December 2010
ReminderMedia  June 2010 - August 2010

Skills
Microsoft Office, Customer Service, Tagalog, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Event Planning

Education
Temple University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance

Benjamin Chapin Benjamin Chapin Greater Philadelphia Area Details
Benjamin Chapin's Lincoln Financial Advisors Experience May 2011 - June 2013
Job The Vanguard Group
Industry Financial Services
Experience
Vanguard  December 2014 - Present
Vanguard  August 2013 - December 2014
Lincoln Financial Advisors   May 2011 - June 2013

Skills
Asset Allocation, Microsoft Excel, Customer Service, Capital Markets, Financial Markets, Trading Strategies, Financial Services, Budget Forecasts, Stock Valuation, Business Valuation, Financial Risk..., Series 7, Bloomberg Terminal, Investments

Education
The Ohio State University - The Max M. Fisher College of Business   2009 — 2013
Bachelor of Science in Business Administration, Finance and Investment Management

Noma Nabi Noma Nabi Dallas/Fort Worth Area Details
Noma Nabi's Lincoln Financial Advisors Experience April 2011 - September 2011
Job Accounting Intern at Suleman & Wiley
Industry Financial Services
Experience
Bryant Consultants  August 2009 - Present
Suleman & Wiley   July 2014 - September 2014
STAK Design  May 2014 - July 2014
texas muslim women's foundation   December 2013 - February 2014
Plano ISD  February 2012 - December 2013
Lincoln Financial Advisors   April 2011 - September 2011

Skills
Microsoft Office, Morningstar, Data Entry, QuickBooks, Pivot Tables, V Lookups, Month End Close, Aging Reports, Portfolio Optimization, Financial Statement..., Written & Verbal..., Close Attention to..., Meet Deadlines, Dependable Team Player, Sage CRM, SAP, 10 Key

Education
The University of Texas at Dallas   2008 — 2011
BS, Accounting

University of Texas at Dallas - Naveen Jindal School of Management

Stacey Spedden-Irrgang Stacey Spedden-Irrgang Hunt Valley, Maryland Details
Stacey Spedden-Irrgang's Lincoln Financial Advisors Experience 1993 - Present
Job Financial Planner at Heritage Financial Consultants LLC
Industry Financial Services
Experience
Heritage Financial Consultants LLC  January 2009 - Present
Lincoln Financial Advisors   1993 - Present
Insight Financial Group  1993 - July 2010

Skills
Retirement Planning, Financial Planning, Series 7, Investments, Life Insurance, Finance, Disability Insurance, Financial Services, Wealth Management, Insurance

Education
University of Delaware
BS, Business and Finance

Old Dominion University - College of Business and Public Administration   1986 — 1988

Dulaney High School   1982 — 1986
Diploma, General

Caroline Dozier Caroline Dozier Virginia Beach, Virginia Details
Caroline Dozier's Lincoln Financial Advisors Experience September 2009 - October 2011
Job Christ Community Church
Industry Nonprofit Organization Management
Experience
AstraZeneca  February 2012 - August 2013
Lincoln Financial Advisors   September 2009 - October 2011
Galilee Church   August 2008 - August 2009
Surf Hatteras   June 2005 - August 2008

Skills
Customer Service, Microsoft Office, Social Media Marketing, Public Speaking, Social Media, Microsoft Excel, Strategic Planning, Training, Event Management, Research, Time Management, Marketing Strategy, Analysis, Social Networking, Event Planning, PowerPoint, Marketing, Editing, Program Management, Public Relations, Sales, Leadership, Project Management, Team Building, Fundraising, Team Leadership, Marketing Communications

Education
Sweet Briar College   2004 — 2008
International Affiairs, Conflict Resolution

University of Cape Town   2007 — 2007
Study Abroad, African Studies

Norfolk Academy   1992 — 2004

Greg Turcotte Greg Turcotte Lexington, Kentucky Area Details
Greg Turcotte's Lincoln Financial Advisors Experience June 2006 - August 2006
Job Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners  September 2013 - Present
LPL Financial  September 2013 - Present
Heritage Private Wealth   December 2010 - August 2013
First Heartland Capital, Inc.   August 2009 - August 2013
The Advanced Strategies Group   August 2009 - November 2010
Man O' War Golf   September 2006 - March 2008
Lincoln Financial Advisors   June 2006 - August 2006

Skills
Wealth Management, Investments, Financial Services, Strategic Planning, Life Insurance, Health Insurance

Education
Transylvania University   2005 — 2009
B.A., Business Administration (Marketing, Finance)

University of Kentucky   2004 — 2005
Business

Covington Catholic High School   2000 — 2004

Meredith Dickey, PMP Meredith Dickey, PMP Dallas/Fort Worth Area Details
Meredith Dickey, PMP's Lincoln Financial Advisors Experience February 2000 - November 2004
Job Risk and Compliance Senior Specialist at PepsiCo
Industry Information Technology and Services
Experience
PepsiCo  April 2015 - Present
AustinCSI  March 2014 - April 2015
Raytheon Intelligence and Information Systems  November 2004 - March 2014
Lincoln Financial Advisors   February 2000 - November 2004
Baylor Health Care System  June 1998 - February 2000

Skills
Customer Service, Documentation, Access, Analysis, Program Management, Process Improvement, Problem Solving, Microsoft Office, Windows, Excel, Team Leadership, Security Clearance, System Administration, System Architecture, Security, Unix, Information Assurance, Systems Engineering, Integration, Software Documentation, Microsoft Excel, Linux, Risk Management, Six Sigma, PMP, SQL, Requirements Analysis, Business Analysis, ITIL, Project Management, DoD, IT Management, Enterprise Architecture, Troubleshooting, SDLC, SharePoint, Network Security, Active Directory, Information Security, Configuration Management, Disaster Recovery, Computer Security, Servers, Software Development, Software Project..., IT Strategy, Operating Systems, VMware, Testing

Education
The University of Texas at Dallas   1999 — 2001
Bachelor's, Business - Management Information Systems

Robert Bouve Robert Bouve Phoenix, Arizona Area Details
Robert Bouve's Lincoln Financial Advisors Experience June 2010 - 2014
Job Bringing Increased Leverage & Tax Efficiency to Your Charitable Giving.
Industry Financial Services
Experience
The Eleos Group   2014 - Present
Lincoln Financial Advisors   June 2010 - 2014
Merrill Lynch  2004 - 2009
Banc One Capital Markets  1997 - 2004

Skills
Investments, Securities, Insurance, Retirement, Wealth Management, Small Business, High Net Worth..., Entrepreneurship, Capital Markets, Succession Planning, Cash Management, Management, Asset Protection, Financial Goals, Retirement Planning, Estate Planning, Wealth

Education
The Ohio State University
Bachelor's Degree, FINANCE

David Sloper, Jr., CFP ® David Sloper, Jr., CFP ® Baltimore, Maryland Area Details
David Sloper, Jr., CFP ®'s Lincoln Financial Advisors Experience January 1996 - Present
Job Financial Advisor | Connecting Retirement with Income
Industry Financial Services
Experience
Lincoln Financial Advisors   January 1996 - Present

Skills
Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Disability Insurance, Fixed Annuities, Finance, Estate Planning, Investments, Asset Allocation, 401k, Financial Services, Insurance, Financial Planning, Securities, Long Term Care Insurance, Employee Benefits, Succession Planning, Group Benefits, Annuities

Education
Towson University   1986 — 1990
BS, Finance and Marketing

Mt. Hebron

Christopher Beadles Christopher Beadles Peoria, Illinois Area Details
Christopher Beadles's Lincoln Financial Advisors Experience May 2000 - September 2010
Job AVP, Regional Director of Compliance Retired
Industry Financial Services
Experience
Retired  May 2000 - October 2010
Lincoln Financial Advisors   May 2000 - September 2010
Prudential Financial  January 1977 - March 1999

Skills
Series 7, Insurance, Securities, Investments, Series 24, Mutual Funds, Compliance, Investment Advisory, Annuities, Excel, Outlook, PowerPoint

Education
Canton High School   1963 — 1965

Spoon River College
Associates, Business

Derek Kellett Derek Kellett Williamsport, Pennsylvania Area Details
Derek Kellett's Lincoln Financial Advisors Experience April 2010 - September 2010
Job Senior Accountant at Larson, Kellett, and Associates, P.C.
Industry Accounting
Experience
Larson, Kellett, and Associates, P.C.   January 2011 - Present
Lincoln Financial Advisors   April 2010 - September 2010
Great Coasters International   May 2008 - September 2010
Hudock-Moyer Wealth Management   December 2009 - January 2010
B & D Tax Services   January 2007 - April 2007

Skills
Finance, Accounting, Financial Reporting, Auditing, Microsoft Excel, Microsoft Office, Financial Statement..., Financial Analysis, Bloomberg, Investments, Financial Statements, Personal Tax Planning, Business Tax Planning, Audits of Employee..., Tax

Education
Temple University - Fox School of Business and Management   2007 — 2010
B.B.A, Finance, Real Estate

Susquehanna University   2006 — 2007
Economics

Ralph Leisle Ralph Leisle Greater Denver Area Details
Ralph Leisle's Lincoln Financial Advisors Experience 1992 - 2000
Job Owner, LTCi Decision Systems
Industry Insurance
Experience
LTCi Decision Systems   2000 - Present
Lincoln Financial Advisors   1992 - 2000

Skills
Long Term Care Insurance, Long-term Care, Insurance, Disability Insurance, Estate Planning, Retirement Planning, Fixed Annuities, Brokers, Life Insurance, Employee Benefits, Small Business, Whole Life, Financial Planners, Strategic Financial..., Retirement, Financial Advisory, Universal Life, Term Life Insurance, Health Insurance, 401k, Critical Illness, Medicare, IRAs, Wealth, Health Savings Accounts

Education
The American College
Professional Designations CLU, ChFC, CASL

Whitman College
BA, Economics, Political Science, Psycholory

John Galego John Galego Greater Boston Area Details
John Galego's Lincoln Financial Advisors Experience November 2003 - December 2007
Job Founder/President of Atlas Wealth Strategies, Inc
Industry Investment Management
Experience
Atlas Wealth Strategies, Inc.   December 2007 - Present
Lincoln Financial Advisors   November 2003 - December 2007
Veravest Investments, Inc.   April 2002 - November 2003

Skills
Strategic Financial..., Series 7, Financial Planners, Asset Allocation, Wealth Management..., Wealth Management, Alternative Investments, Disability Insurance, Mutual Funds, Insurance, Leadership, Finance, Life Insurance, Securities, Wealth Strategies, Asset Managment, Separately Managed..., Portfolio Management, Investments, Management, Investment Advisory..., Series 7 through LPL..., Series 66 through LPL..., Insurance Review, Long Term Care Insurance, Equities, Fixed Income, Financial Modeling, Hollistic Financial..., Fee Based Financial..., Income Distribution, Asset Protection, Municipal Bonds, College Savings Plans, Hollistic Advice, Modern Portfolio Theory, Passive Investing, Financial Quarterback, Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Financial Coaching, Financial Advocacy, Income Protection, Income for Life, Exceptional Listener, Portfolio Review, Retirement Planning, Wealth, Investment Advisory

Education
University of Denver   1992 — 1993
MS, Communication and Media Studies

The College of Wooster   1988 — 1992
BA, English & Communications

Suffield Academy   1985 — 1988

TODD HAMMER, RFC TODD HAMMER, RFC Greater New York City Area Details
TODD HAMMER, RFC's Lincoln Financial Advisors Experience January 2012 - December 2014
Job Wealth and Risk Management
Industry Financial Services
Experience
HammerFinancial   September 1988 - Present
Lincoln Financial Advisors   January 2012 - December 2014
Lenox Advisors  January 2009 - April 2010
AXA US  September 2005 - December 2008
New York Life  2003 - 2005
MetLife  2000 - 2003
The MONY Group  1997 - 2000
The Paul Revere Insurance Group   September 1988 - 1997

Skills
Wealth Management, Finance, Financial Advisory, Fixed Annuities, Insurance, Retirement, Risk Management, Securities, Small Business, Retirement Planning, Hedge Funds, Investments, Strategic Financial..., Employee Benefits, Wealth, Financial Planning

Education
Tulane University   1975 — 1979
BA

Source Academy   1971 — 1975
HS

Dwight

Anna Couch Anna Couch Dallas/Fort Worth Area Details
Anna Couch's Lincoln Financial Advisors Experience December 2006 - July 2007
Job Math Teacher at Frisco Independent School District
Industry Education Management
Experience
Plano Independent School District  August 2010 - Present
Plano Independent School District  August 2009 - May 2010
Plano Independent School District  January 2009 - May 2009
American Honda Finance  July 2007 - January 2009
Lincoln Financial Advisors   December 2006 - July 2007

Skills
Training, Staff Development, Elementary Education, Editing, Teaching, Classroom Management, Public Speaking, Tutoring, Classroom, Differentiated..., Curriculum Design, Lesson Planning, Educational Leadership, Research, Curriculum Development, Microsoft Excel, Microsoft Office, Smartboard, K-12, Educational Technology, Teacher Training

Education
The University of Texas at Dallas   2003 — 2007
B.S., Business Administration, Education

University of Texas at Dallas   2003 — 2007
Bachelors of Science, Major in Business Administration, Minor in Psychology, Teacher Certification in Math 4-8

Lara Berendt Lara Berendt Austin, Texas Area Details
Lara Berendt's Lincoln Financial Advisors Experience January 2005 - June 2006
Job Editor | Writer | Content Strategist
Industry Writing and Editing
Experience
Self  September 2015 - Present
Indeed.com  May 2015 - September 2015
National Instruments  August 2013 - April 2015
National Instruments  August 2012 - July 2013
Austin American-Statesman  October 2011 - August 2012
The Texas Observer  August 2011 - October 2011
ChinaInFocus.net   May 2011 - June 2011
The Daily Texan  September 2009 - February 2011
Ameriprise Financial Services, Inc.   August 2006 - May 2008
Lincoln Financial Advisors   January 2005 - June 2006

Skills
Editing, Writing, AP Style, Web Content, Chicago Style, Journalism, Content Strategy, Project Management, HTML, CSS, Copy Editing, Web Design, Digital Photography, Web Marketing, Web Content Management, Social Media Marketing, Publishing, WordPress, SEO, Content Management, Marketing, Online Marketing

Education
The University of Texas at Austin   2009 — 2011
Bachelor's, Multimedia Journalism, GPA 4.0

Vicki Salyer Vicki Salyer Smyrna, Georgia Details
Vicki Salyer's Lincoln Financial Advisors Experience 2006 - 2007
Job Executive Assistant
Industry Financial Services
Experience
Lindner Capital Advisors   December 2009 - August 2015
Raymond James  September 2008 - December 2009
Lincoln Financial Advisors   2006 - 2007

Skills
Salesforce.com, Microsoft Excel, Customer Service, Event Planning, Microsoft Office, Sales, CRM, Marketing, Mutual Funds, Training, Leadership

Education
Spencerian College
Executive Secretary

Joseph Kline Joseph Kline Columbus, Ohio Details
Joseph Kline's Lincoln Financial Advisors Experience May 2015 - August 2015
Job Wealth Management Intern at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   May 2015 - August 2015
Barnes & Noble  January 2014 - March 2014
Kroger  May 2012 - January 2014
XLerateHealth   2013 - 2013

Skills
Cashiering, Retail, Retail Sales, Customer Service, Cash Register, Time Management, Accounts Payable, Team Building, Teamwork, Microsoft Excel, Sales, Marketing, Public Speaking, Leadership

Education
The Ohio State University   2014 — 2018
Bachelor's Degree, Finance, General, Freshman

Eastern High School   2010 — 2014
High School

Rashad Hester Rashad Hester Philadelphia, Pennsylvania Details
Rashad Hester's Lincoln Financial Advisors Experience January 2015 - May 2015
Job Budget and Strategic Development Finance Intern at Philadelphia Gas Works
Industry Financial Services
Experience
Philadelphia Gas Works  May 2015 - Present
Lincoln Financial Advisors   January 2015 - May 2015
Campaign for Working Families  January 2014 - April 2014

Skills
Management, Customer Service, Sales, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Time Management, Teamwork, Outlook

Education
Temple University - Fox School of Business and Management   2012 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance

Temple University

Hong Luu Hong Luu Dallas/Fort Worth Area Details
Hong Luu's Lincoln Financial Advisors Experience December 2011 - May 2012
Job MSc Investment Management, CFA Level II Candidate
Industry Investment Management
Experience
Mondrian Investment Partners (US)   June 2014 - Present
J.P. Morgan   June 2013 - June 2014
Lincoln Financial Advisors   December 2011 - May 2012
TD  May 2011 - August 2011
Comcast  May 2010 - August 2010

Skills
Financial Modeling, Financial Analysis, Investment Banking, Portfolio Management, Budgets, Finance, Accounting, Insurance, Real Estate

Education
Temple University - Fox School of Business and Management   2013 — 2015
Master of Science (MSc), Investment Management, Dean’s Certificate of Excellence

Temple University - Fox School of Business and Management   2009 — 2013
Bachelor of Business Administration (BBA), Magna Cum Laude

Brian Hughes Brian Hughes Greater Philadelphia Area Details
Brian Hughes's Lincoln Financial Advisors Experience 1989 - 2003
Job President & Founder Hughes Growth Strategies, LLC.
Industry Management Consulting
Experience
Hughes Growth Strategies, LLC   March 2012 - Present
The Wellspring Group  March 2014 - Present
Family Office Metrics, LLC.   April 2013 - Present
Strategic Philanthropy, Ltd.   November 2012 - Present
Threshold Group  June 2008 - March 2012
Pitcairn  September 2004 - April 2008
Lincoln Financial Advisors   1989 - 2003
UnumProvident  1984 - 1989

Skills
Financial Planning, Wealth Management, Wealth, Investments, Estate Planning, Asset Management, Asset Allocation, Sales Management, New Business Development, Consultative Selling, Family Office Planning..., Family Foundation..., Family Office, Strategic Financial..., Asset Managment, Selling, Strategy, Financial Services, Risk Management, Investment Strategies, Hedge Funds, Private Banking, Alternative Investments, Financial Advisory, Management, Private Equity, High Net Worth..., Business Development, Wealth Management..., Investment Management, Finance, Investment Advisory, Sales Leadership...

Education
University of Pennsylvania - The Wharton School   2006 — 2006
Private Wealth Management

The American College   1998 — 2002
CLU

University of Tampa   1980 — 1984
B.S., Marketing & Economics

Jeff Drost Jeff Drost San Antonio, Texas Details
Jeff Drost's Lincoln Financial Advisors Experience January 2002 - September 2005
Job Financial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   February 2015 - Present
Investment Professionals, Inc  October 2005 - January 2015
Lincoln Financial Advisors   January 2002 - September 2005
First Victoria  August 1996 - December 2001

Education
St. Mary's University   1983 — 1987
Bachelor of Business Administration (BBA), Accounting

Courtney Behar Courtney Behar Greater Philadelphia Area Details
Courtney Behar's Lincoln Financial Advisors Experience September 2009 - December 2009
Job Internal Consultant at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group  April 2014 - Present
1847 Financial  November 2012 - January 2014
ING Financial Partners  May 2010 - October 2012
Lincoln Financial Advisors   September 2009 - December 2009

Skills
Series 66, Series 7

Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Real Estate, Finance

Moore College of Art   2004 — 2014
Continuing Education Program

The Baldwin School

Priscila Carbajal Priscila Carbajal El Paso, Texas Details
Priscila Carbajal's Lincoln Financial Advisors Experience May 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Financial Advisors   May 2015 - Present
The University of Texas at El Paso  September 2014 - Present
Dish Network  September 2013 - July 2014
Aerocambios Solsa   February 2006 - July 2010

Skills
Sales, Finance, International Business, Business Development, Sales Operations, Business Analysis, Financial Analysis, Teamwork

Education
The University of Texas at El Paso   2014 — 2016
Master of Business Administration (MBA)

The University of Texas at El Paso   2008 — 2013
Bachelor of Business Administration (BBA), Financial Analyst and International Business

Jennifer Hopp Jennifer Hopp Sussex, New Jersey Details
Jennifer Hopp's Lincoln Financial Advisors Experience September 2014 - December 2014
Job Finance Associate at Dow Jones
Industry Financial Services
Experience
Dow Jones  July 2015 - Present
Rite Aid  May 2014 - Present
Lincoln Financial Advisors   September 2014 - December 2014
Gucci Group  May 2014 - August 2014
Rite Aid  August 2010 - May 2014
Mountain Creek Resort  November 2009 - March 2011

Skills
Organization, Leadership, Time Management, Analytical Skills, Logical Thinker, People Skills, Quantitative, Accounting, Finance, Forecasting, Customer Service, Data Entry, Sales, Microsoft Excel, Management, Teamwork

Education
Montclair State University   2013 — 2015
Bachelor of Science (B.S.), Business Administration, Finance, 3.59

Richard Stockton College of New Jersey   2011 — 2013
Business Administration, Finance, 3.54

Emily Speno Emily Speno Phoenix, Arizona Area Details
Emily Speno's Lincoln Financial Advisors Experience November 2004 - July 2005
Job Legal Support Assistant at Maricopa County
Industry Legal Services
Experience
Maricopa County Attorney's Office  May 2014 - Present
Intelligent Software Solutions  January 2007 - December 2012
GSH Real Estate  August 2005 - September 2006
Lincoln Financial Advisors   November 2004 - July 2005

Skills
DoD Secret Clearance, Outlook, Process Scheduler, Team Building, PowerPoint, Microsoft Word, Microsoft Excel, Telephone Skills, Microsoft Office, DoD, Government, Marketing, Software Documentation, Management, Administrative..., Administrative...

Education
Thomas Nelson Community College   2006 — 2009
Associates Degree, Administrative Support Technology

Dustin Kim Dustin Kim Greater Philadelphia Area Details
Dustin Kim's Lincoln Financial Advisors Experience October 2012 - Present
Job Sales Consultant at CA Group Inc.
Industry Facilities Services
Experience
Clean All USA Inc.   May 2014 - Present
Lincoln Financial Advisors   October 2012 - Present
New Star Realty And Investments  March 2008 - October 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Social Media, Public Speaking, English, Team Leadership

Education
Temple University - Fox School of Business and Management   2007 — 2012
Bachelor of Business Administration (BBA), Finance

Lauren S. Weishaar Lauren S. Weishaar Boston, Massachusetts Details
Lauren S. Weishaar's Lincoln Financial Advisors Experience December 2009 - September 2011
Job Wellington Management Global Equity Trading
Industry Investment Management
Experience
Wellington Management  September 2012 - Present
Wellington Management  October 2011 - September 2012
Lincoln Financial Advisors   December 2009 - September 2011
AXA Advisors  June 2009 - October 2009
MetLife  June 2008 - August 2008

Skills
Asset Management, Customer Service, Equities, Finance, Financial Analysis, Financial Services, Insurance, Investments, Leadership, Management, Marketing, Microsoft Office, Mutual Funds, Portfolio Management, Project Planning, Social Media Marketing, Strategic Financial..., Bloomberg, Relationship Management, Event Planning, Public Speaking, Fundraising, Analysis, Securities, Business Strategy, Asset Allocation, Customer Satisfaction, Estate Planning, Investment Management, E-marketing, Social Media, Design/Presentations, Project Management, Marketing Strategy, Creative Oversight, Market Research, Sales Management

Education
Stetson University   2005 — 2009
Bachelor, Business Administration; Finance & Business Law

Daniel Robins Daniel Robins Columbus, Ohio Area Details
Daniel Robins's Lincoln Financial Advisors Experience 1989 - 2011
Job Founder at LyfeBank Ohio
Industry Insurance
Experience
Robins Benefit Group   January 1988 - Present
LyfeBank Ohio   March 2010 - December 2014
Ohio Jewish Communities Government Affairs Office   July 2009 - July 2011
JCPA  January 2008 - January 2011
Lincoln Financial Advisors   1989 - 2011
Columbus Jewish Community Relations Committee   September 2005 - September 2010

Skills
Insurance, Employee Benefits, Community Outreach, Public Speaking, Health Insurance, Strategic Planning, Healthcare, Policy, Marketing

Education
The Ohio State University - The Max M. Fisher College of Business   1986 — 1989
BSBA, Accounting and Finance

Tulane University   1983 — 1985

Bexley High School   1980 — 1983

Elizabeth Credo Elizabeth Credo Fishkill, New York Details
Elizabeth Credo's Lincoln Financial Advisors Experience January 2014 - Present
Job Planner Assistant
Industry Financial Services
Experience
Lincoln Financial Advisors   January 2014 - Present
The Westchester Medical Practice  September 2010 - August 2012
Lincoln Financial Advisors, Graef Financial Group   April 2008 - August 2010
Partners Health Care, Inc   September 2007 - February 2008

Skills
Customer Service, Office Administration, Clerical Skills, Clerical Work, Friendly Personality, Phone Etiquette, Phone Skills, Computer Proficiency, Medical Records, Money Management, Centricity, Microsoft Word, Registration, Office Organizing, Appointment Scheduling, Discrete, EMR, Data Entry, Filing, Microsoft Excel, Telephone Skills, Scheduling, Management, Insurance, CRM, Research

Education
SUNY New Paltz   2004 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General

Qi Ruan Qi Ruan Philadelphia, Pennsylvania Details
Qi Ruan's Lincoln Financial Advisors Experience January 2015 - May 2015
Job Student at Temple University Fox School of Business and Management
Industry Financial Services
Experience
Lincoln Financial Advisors   January 2015 - May 2015
New Chinese Book Store   August 2013 - December 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Dreamweaver, Outlook, Acess, SmartOffice, Streetscape, Emoney

Education
Temple University - Fox School of Business and Management   2011 — 2015
Bachelor's Degree, Accounting and Finance

Temple University Japan   2013 — 2013
Bachelor's Degree, Accounting and Finance

The kings Christian high school   2010 — 2011
high school

Lynita Robinson Lynita Robinson Houston, Texas Area Details
Lynita Robinson's Lincoln Financial Advisors Experience 1997 - 1999
Job
Industry Marketing and Advertising
Experience
GF Marketing Group   2012 - Present
Innovative Segue   2011 - Present
J Promotions   March 2010 - Present
"On Deck!!"   November 2012 - May 2013
EOG Resources  February 2000 - September 2010
Lincoln Financial Advisors   1997 - 1999

Skills
Microsoft Office, Customer Relations, Customer Service, Problem Solving, Content Management, Content Development, Social Media, Social Media Marketing, Video Production, Business Analysis, Business Planning, New Business Development, Small Business..., Non-profit Marketing, Software Consulting, Facebook, Web Design, Newsletter Design, Online Marketing, Online Branding, Branding Development, HTML, SharePoint, CSS, Business Development, Analysis, Marketing, Integration, Disaster Recovery, SQL, Dreamweaver, Management, Citrix, Information Technology, Leadership, Marketing Strategy, Networking, PHP, Training, Web Development, Windows, WordPress, Social Networking, Oracle, Security, System Administration

Education
Texas Southern University   2014 — 2016
Master of Business Administration (M.B.A.)

University of Houston-Downtown   1998 — 2000
BA

University of Houston   1990 — 1991
Bachelor of Business Administration (B.B.A.)

Erin Kuck Erin Kuck Dayton, Ohio Area Details
Erin Kuck's Lincoln Financial Advisors Experience January 2003 - September 2005
Job Retirement Education Specialist at MassMutual
Industry Financial Services
Experience
MassMutual Financial Group  May 2012 - Present
The Standard  September 2010 - April 2012
HORAN  January 2010 - September 2010
John Hancock  February 2008 - January 2010
John Hancock  September 2005 - March 2008
Lincoln Financial Advisors   January 2003 - September 2005

Skills
Series 6, Series 63, 401k, Series 7, Retirement, Employee Benefits, Insurance, Mutual Funds, Retirement Planning, Fixed Annuities, Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Asset Allocation, Crochet, Watercolor, Snowmobile, Curling, Hand Knitting, Defined Benefit, Investment Advisory, Securities, Financial Services, Financial Advisory

Education
The Ohio State University   1997 — 2001

The Ohio State University   1997 — 2001

Hilary Dietz Hilary Dietz Dallas/Fort Worth Area Details
Hilary Dietz's Lincoln Financial Advisors Experience October 2004 - Present
Job Project Director at The Resource Group
Industry Financial Services
Experience
Lincoln Financial Advisors   October 2004 - Present

Skills
Strategic Financial..., Insurance

Education
The University of Texas at Dallas   1998 — 2000
MA, Humanities

Texas Tech University   1991 — 1994
BA, Mass Communications

Adam Harkey Adam Harkey Baltimore, Maryland Area Details
Adam Harkey's Lincoln Financial Advisors Experience June 2011 - September 2011
Job Investment Specialist
Industry Investment Management
Experience
The Annie E. Casey Foundation  September 2015 - Present
JPMorgan Chase  July 2013 - August 2015
JPMorgan Corporate & Investment Bank   June 2012 - August 2012
Lincoln Financial Advisors   June 2011 - September 2011
Andrew Michel & Associates, LLC   February 2011 - September 2011
The Way Investment Advisors, LLC.   June 2010 - September 2010

Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Finance, Equity Research, Bloomberg, Access, Microsoft Office, Wealth Management, Corporate Finance, Data Analysis, Financial Accounting, Investment Advisory, Banking, PowerPoint, Financial Planning, Customer Service

Education
The Ohio State University - The Max M. Fisher College of Business   2009 — 2013
Bachelor's Degree, Finance

William Heartsill (Bill) Young, Bill Young William Heartsill (Bill) Young, Bill Young San Antonio, Texas Area Details
William Heartsill (Bill) Young, Bill Young's Lincoln Financial Advisors Experience September 2015 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   September 2015 - Present
Security Service Investment Group   December 2001 - September 2015
Morgan Stanley, San Antonio, Texas   June 2000 - November 2001
American General Financial Group, Houston, Texas   November 1998 - June 2000
Van Kampen Investments, Houston, Texas   October 1995 - November 1998

Skills
Investments, Insurance, Series 7, Portfolio Management, Securities, Financial Services, Financial Advisory, Finance, FINRA, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Retirement, Wealth Management, Strategic Financial..., Fixed Annuities, Investment Advisory, 401k, Banking, Investment Strategies, Financial Analysis, Asset Management, Alternative Investments, Life Insurance, Series 65

Education
Texas A&M University   1988 — 1993
Finance, Finance

Mitch Grant, ChFC Mitch Grant, ChFC Columbus, Ohio Area Details
Mitch Grant, ChFC's Lincoln Financial Advisors Experience 1989 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   1989 - Present
Aetna  1986 - 1989

Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Finance, Retirement, Estate Planning, Securities, Wealth, Series 7, Financial Planning, Employee Benefits, Small Business, Insurance, Strategic Planning

Education
The Ohio State University   1976 — 1980

Cheryl Spencer Cheryl Spencer Louisville, Kentucky Area Details
Cheryl Spencer's Lincoln Financial Advisors Experience August 1987 - September 2004
Job Director of Operations & Compliance at Gilliam, Mease & Associates, LLC
Industry Financial Services
Experience
Gilliam, Mease & Associates, LLC   October 2004 - Present
Lincoln Financial Advisors   August 1987 - September 2004

Education
Sullivan University

Kevin Barberio Kevin Barberio Chicago, Illinois Details
Kevin Barberio's Lincoln Financial Advisors Experience June 2010 - June 2012
Job Senior Consultant Officer at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation - Hedge Fund Services   July 2015 - Present
Northern Trust Corporation - Hedge Fund Services   February 2014 - Present
U.S. Bank   June 2013 - February 2014
U.S. Bank   June 2012 - June 2013
Lincoln Financial Advisors   June 2010 - June 2012

Skills
Fixed Income, Fixed Assets, Equities, Investments, Microsoft Excel, Accounting, Financial Analysis, PowerPoint, Financial Planning, Excel, Auditing, Strategic Financial..., Management

Education
The Ohio State University - The Max M. Fisher College of Business   2008 — 2012
B.S. In Business Administration, Finance

Stevenson

Stevenson

Brittney Krakower Brittney Krakower Houston, Texas Details
Brittney Krakower's Lincoln Financial Advisors Experience September 2011 - Present
Job Financial Planner Assistant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   September 2011 - Present
Blue Lance  January 2011 - September 2011
City Supply Company   July 2007 - December 2010
Buffalo Specialties  September 2005 - July 2007
Catch the Moment  March 2004 - September 2005
King and Spalding  August 2002 - August 2003

Skills
Event Planning, Social Media

Education
The University of Texas at Austin   1998 — 2002
Bachelor of Science, Corporate Communication/Business Foundations

Nathan Berryman Nathan Berryman Dallas/Fort Worth Area Details
Nathan Berryman's Lincoln Financial Advisors Experience May 2009 - August 2009
Job Loss Mitigation Analyst at Homeward Residential, Inc.
Industry Financial Services
Experience
James Avery Jewelry  November 2013 - Present
Homeward Residential, Inc.   September 2012 - May 2013
MetLife  September 2010 - September 2012
Lincoln Financial Advisors   May 2009 - August 2009

Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Access, Outlook, Financial Accounting, Financial Valuation, Financial Modeling, Microsoft Office, Leadership, Loans, Finance, Analysis, Social Media, Valuation

Education
The University of Texas at Dallas   2010 — 2012
Master's of Science, Finance

University of Mary-Hardin Baylor   2006 — 2010
Cum Laude with a Bachelor's of Business Administration, Finance and Economics

Tim Wyrobek Tim Wyrobek Greater Atlanta Area Details
Tim Wyrobek's Lincoln Financial Advisors Experience January 2002 - August 2003
Job Owner, Crescent Wealth Management
Industry Financial Services
Experience
Crescent Wealth Management   2003 - Present
Lincoln Financial Advisors   January 2002 - August 2003
John Hancock Life Insurance Company (U.S.A.)   August 1999 - January 2001

Skills
Wealth Management, Succession Planning, Wealth Transfer, Insurance, Estate Planning

Education
The University of Georgia

Jason LaRocca Jason LaRocca Greater Philadelphia Area Details
Jason LaRocca's Lincoln Financial Advisors Experience November 2007 - March 2008
Job Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  October 2013 - Present
JP Morgan Asset Management  February 2013 - October 2013
JP Morgan Asset Management  May 2010 - February 2013
JP Morgan Chase  January 2009 - May 2010
Lincoln Financial Advisors   November 2007 - March 2008

Skills
Equities, Fixed Income, Options, Collateral Management, Collateral Systems, Futures, OTC, Derivatives, Settlement, Middle Office, Back Office, Key Metrics, Metrics, Performance Metrics, Dodd-Frank, Team Leadership, Team Building, Portfolio Management, Investments, Swaps, Mutual Funds, Securities Lending, Asset Allocation, Asset Management, Credit Derivatives, SWIFT payments, Equity Derivatives, Fund Of Funds, Securities, FX Options

Education
Villanova University   2015 — 2018
Master of Business Administration (M.B.A.)

Temple University   2004 — 2008
Finance

Delsea

Sid End Sid End Greater Chicago Area Details
Sid End's Lincoln Financial Advisors Experience May 2006 - January 2008
Job Personal Financial Services Advisor
Industry Financial Services
Experience
PwC  February 2012 - Present
Financial Network Investment Corporation, Member SIPC  January 2008 - February 2012
Lincoln Financial Advisors   May 2006 - January 2008

Skills
Financial Planning, Estate Planning, Investments, Retirement, Retirement Planning, Tax Planning &...

Education
St. Francis College   1989 — 1993
Accounting, Accounting & Economics

Susan Pilgrim Susan Pilgrim Kohler, Wisconsin Details
Susan Pilgrim's Lincoln Financial Advisors Experience November 2001 - April 2004
Job Special Education Teacher
Industry Primary/Secondary Education
Experience
Carnegie Financial, Inc.   October 2006 - October 2014
Wendy Fritz Consulting LLC & Fritz Partners LLC   January 2009 - September 2012
BenefitMall  April 2004 - December 2005
Lincoln Financial Advisors   November 2001 - April 2004
ppoNEXT  May 2001 - November 2001
Humana  November 1999 - May 2001
Humana  April 1998 - November 1999
Humana  February 1996 - April 1998
American Medical Security  January 1994 - February 1996

Skills
Special Education, Teaching, Universal Design for..., Diversity & Inclusion, Behavior Modification, Educational Assessment, Insurance, Health Savings Accounts, Brokers, Voluntary Employee..., Benefits Administration, Account Management, Sales, Marketing, Customer-focused, Benefits Design, Training Facilitation, Process Writing, Sales Management, Analytic Problem Solving, Follow-through Skills

Education
Viterbo University   2015 — 2016
Cross-Categorical Special Education, Special Education and Teaching

St. Norbert College   2000 — 2001
Masters courses in Adaptive Education

University of Wisconsin-Oshkosh
Masters courses in Learning Disabilities

St. Norbert College   1987 — 1991
Bachelor of Arts (B.A.), Elementary Education and Teaching

Lori Sidrony Lori Sidrony Dallas/Fort Worth Area Details
Lori Sidrony's Lincoln Financial Advisors Experience July 1996 - May 2001
Job Financial Services Sales Management and Operations Executive
Industry Financial Services
Experience
First Command Financial Planning  December 2007 - Present
1st Global  April 2003 - November 2007
Mass Mutual (HFG Advisors LLC)   June 2001 - April 2003
Lincoln Financial Advisors   July 1996 - May 2001

Skills
Mutual Funds, Wealth Management, Investment Advisory, Financial Advisory, Series 7, Investments, Insurance, Asset Management, Strategic Planning, Retirement Planning, Strategic Financial..., Strategy, Leadership, Asset Managment, Management, Risk Management, Finance, Portfolio Management, Analysis, Series 63, Retirement, Program Management, Financial Services, Securities, Training, Investment Management, Financial Planning

Education
Southern Methodist University - Cox School of Business   2005 — 2007
EMBA, Accounting and Finance

The University of Texas at Arlington - College of Business   1990 — 1992
BBA, Finance

University of Texas   1990 — 1992
Bachelor, Business Administration

West Georgia College   1982 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General

Jill Cooper, CFP® Jill Cooper, CFP® Greater New York City Area Details
Jill Cooper, CFP®'s Lincoln Financial Advisors Experience 1997 - 2001
Job Vice President at Capacity Benefits and Financial Services
Industry Financial Services
Experience
Capacity Benefits and Financial Services   2001 - Present
Lincoln Financial Advisors   1997 - 2001
MetLife  1993 - 1997

Skills
Estate Planning, Strategic Financial..., Insurance, Financial Advisory, Employee Benefits, Disability Insurance, Health Insurance, Investments, Life Insurance, Strategic Planning, Finance, Term Life Insurance, Long-term Care, Underwriting, Retirement Planning, Health Savings Accounts, Commercial Insurance, Property & Casualty..., Financial Planning

Education
The George Washington University   1981 — 1985
BBA, Finance

The American College
CLU, ChFC

Craig Lemoine Craig Lemoine Dallas/Fort Worth Area Details
Craig Lemoine's Lincoln Financial Advisors Experience 1999 - 2005
Job Associate Professor at The American College
Industry Financial Services
Experience
The American College  April 2008 - Present
JE Simmons & Co   April 2007 - December 2007
Lincoln Financial Advisors   1999 - 2005

Education
Texas Tech University   1996 — 2006
Financial Planning

Mary Shih Mary Shih Austin, Texas Details
Mary Shih's Lincoln Financial Advisors Experience June 2001 - April 2005
Job Improvement Advisor II at Dell Children's Medical Center
Industry Hospital & Health Care
Experience
Dell Children's Medical Center  January 2015 - Present
Houston Methodist Sugar Land Hospital  March 2013 - January 2015
Memorial Hermann Healthcare System  July 2010 - November 2012
The Methodist Hospital  July 2008 - July 2010
River Oaks Hospital  April 2008 - June 2008
Memorial Hermann Healthcare System  February 2007 - April 2008
MD Anderson Cancer Center  April 2006 - February 2007
MD Anderson Cancer Center  May 2005 - March 2006
Lincoln Financial Advisors   June 2001 - April 2005

Skills
Healthcare, Hospitals, Managed Care, Healthcare Management, Revenue Cycle, Healthcare Information..., EMR, Physician Relations, EHR, Process Improvement, HIPAA, Data Analysis, Health Insurance, Finance, Budgets, Strategic Planning, Project Management, Forecasting, Month End Close, Healthcare Industry, Practice Management, Physicians, Clinical Research

Education
Texas Woman's University   2004 — 2007
Masters, Healthcare Administration

University of Houston-Downtown   2000 — 2001
BBA, Business Management

Eric Bertz, CRPC Eric Bertz, CRPC Boston, Massachusetts Details
Eric Bertz, CRPC's Lincoln Financial Advisors Experience November 1986 - Present
Job Wealth Planning Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   November 1986 - Present

Skills
Employee Benefits, Estate Planning, College Savings Plans, Planning for business..., 401k plans, Life Insurance, Retirement income..., Financial advice, Investment management, Wealth planning, Investments, IRAs, Wealth Accumulation, Retirement Planning, 401k, Investment Advisory, Investment Strategies, Wealth Management, Financial Planners, Wealth Management..., Long-term Care, Financial Planning, Financial Analysis

Education
The University of Connecticut School of Business   1978 — 1983
Bachelor of Science, Finance

Michael Stirsgaard Michael Stirsgaard Greater Chicago Area Details
Michael Stirsgaard's Lincoln Financial Advisors Experience 1994 - 2003
Job Owner, PrivateWealthMgmt
Industry Financial Services
Experience
PrivateWealthMgmt   2003 - Present
Lincoln Financial Advisors   1994 - 2003
Northwestern Mutual  1986 - 1992

Education
The University of Chicago Booth School of Business   1990 — 1995
MBA

University of Illinois at Urbana-Champaign   1982 — 1986
BS, Finance

Liz Dembovicius-Fraker Liz Dembovicius-Fraker El Paso, Texas Area Details
Liz Dembovicius-Fraker's Lincoln Financial Advisors Experience September 2010 - April 2012
Job Regional Sales Manager at Helen of Troy
Industry Financial Services
Experience
Helen of Troy  April 2012 - Present
Lincoln Financial Advisors   September 2010 - April 2012
HighQ BPO   March 2000 - November 2009
IOS  March 2000 - July 2008

Skills
Strategic Planning, Account Management, Management, Customer Service, Business Process, BPO, New Business Development, Offshoring, Sales, Process Improvement, Outsourcing, Operations Management, CRM, Cross-functional Team...

Education
The University of Texas at El Paso   1993 — 1996

Donald Preston Donald Preston Buffalo/Niagara, New York Area Details
Donald Preston's Lincoln Financial Advisors Experience January 1997 - December 2009
Job Private Wealth Advisor
Industry Financial Services
Experience
Sagemark Consulting  June 1972 - Present
Lincoln Financial Advisors   January 1997 - December 2009
CIGNA  June 1986 - December 1996
CIGNA Financial Advisors  1979 - 1996

Skills
Retirement Planning, Retirement, Management, Series 7, Wealth, Wealth Management

Education
St. John Fisher College   1968 — 1972
BBA, Business

Andy Pulsfort Andy Pulsfort Cincinnati Area Details
Andy Pulsfort's Lincoln Financial Advisors Experience January 2004 - December 2005
Job Experienced Wealth Advocate @ Mackey Advisors (you know us a Financial Advisors)
Industry Financial Services
Experience
Mackey Advisors  December 2005 - Present
Sagemark Consulting  January 2004 - December 2005
Lincoln Financial Advisors   January 2004 - December 2005

Skills
Investments, Estate Planning, Retirement Planning, Retirement, Finance, Mutual Funds, 401k, Strategic Financial..., Financial Analysis, Small Business, Credit, Insurance, Public Speaking, Financial Planners, Customer Service, Securities, Commercial Lending, Project Management, Banking, Risk Management

Education
University of Dayton   2002 — 2003
Bachelor of Science, Finance, Economics, Business Administration

Thomas More College   1999 — 2002
N/A, General Studies

Kirsten Palmer Kirsten Palmer Tampa/St. Petersburg, Florida Area Details
Kirsten Palmer's Lincoln Financial Advisors Experience 1994 - 2000
Job Business Systems Analyst at PNC
Industry Information Technology and Services
Experience
PNC  March 2014 - Present
PNC  July 2007 - March 2014
Aegon Equity Group  August 2005 - June 2007
John Hancock  March 2002 - June 2005
Aegon Equity Group  October 2000 - March 2002
Lincoln Financial Advisors   1994 - 2000

Skills
SDLC, COBOL, SharePoint, Requirements Gathering, Business Analysis, Databases, CRM, Visio, Business Requirements, Vendor Management, CICS, TSO, Data Warehousing, Software Project..., Business Process, Enterprise Architecture, Systems Analysis, Leadership, SQL, Management, Requirements Analysis, Software Documentation, Business Intelligence, Analytics, Testing, DB2, Siebel, Web Applications, ALM, Oracle CRM, ServiceNow

Education
Spertus Institute for Jewish Learning and Leadership   2006 — 2010
PhD, Doctor of Science in Judaic Studies

Seminary   2001 — 2006
MA, Masters of Judaic Studies

Wheaton College   1989 — 1993
BS, Mathematics

Wheaton College   1989 — 1993
BA, Economics

Dayton Christian

Jonathan Karchner Jonathan Karchner Greater Philadelphia Area Details
Jonathan Karchner's Lincoln Financial Advisors Experience January 2008 - May 2008
Job Senior at EY
Industry Financial Services
Experience
EY  September 2015 - Present
BDO Consulting's Valuation Services  June 2014 - September 2015
BDO Consulting's Valuation Services  January 2013 - June 2014
J.P. Morgan   May 2011 - January 2013
JPMorgan Chase  July 2009 - May 2011
Starwood Hotels & Resorts  June 2008 - August 2008
Lincoln Financial Advisors   January 2008 - May 2008

Skills
Series 7, Series 63, Investments, Financial Analysis, Equities, Valuation, Fixed Income, Portfolio Management, Equity Research, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Asset Managment, Derivatives, Financial Modeling, Morningstar, Bloomberg Terminal

Education
Temple University - Fox School of Business and Management   2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance

My-Suong Tran My-Suong Tran Philadelphia, Pennsylvania Details
My-Suong Tran's Lincoln Financial Advisors Experience January 2010 - June 2010
Job Securitized Product Middle Office Derivative analyst at Barclays
Industry Financial Services
Experience
Brandywine Global Investment Management  July 2014 - Present
Barclays Investment Bank  July 2013 - June 2014
JP Morgan Chase- Investment Bank   June 2010 - July 2013
Lincoln Financial Advisors   January 2010 - June 2010

Skills
Derivatives, Portfolio Management, Financial Analysis, Valuation, Credit Risk, Risk Management, Financial Risk, Financial Reporting, Quantitative Analytics, Financial Modeling, Bloomberg, Analysis, Credit, Investments, Equities, Finance, Trading

Education
Temple University - Fox School of Business and Management   2005 — 2010
Bachelor of Business Administration (BBA), Finance

William Lenzotti William Lenzotti Columbus, Ohio Area Details
William Lenzotti's Lincoln Financial Advisors Experience September 2005 - March 2011
Job Relationship Banker at J. P. Morgan Chase Bank N. A.
Industry Financial Services
Experience
JPMorgan Chase  April 2011 - Present
Lincoln Financial Advisors   September 2005 - March 2011
CSG Systems  February 2002 - August 2002
Bell Labs Lucent Technologies  September 1996 - February 2002
AT&T  April 1985 - September 1996

Education
The Ohio State University   1983 — 1985
MS, Computer Science

The University of Akron   1979 — 1983
BS, Computer Science

Scotchie Harrington Scotchie Harrington McAllen, Texas Area Details
Scotchie Harrington's Lincoln Financial Advisors Experience October 2000 - October 2010
Job Registered Representative at Triad Financial Advisors
Industry Investment Management
Experience
Triad Financial Advisors   2001 - Present
Lincoln Financial Advisors   October 2000 - October 2010

Skills
Retirement Planning, Wealth Management, Life Insurance, Fixed Annuities, Strategic Financial..., Estate Planning, Investments, Insurance, Disability Insurance, Long-term Care, Financial Services, Term Life Insurance, Series 7, Long Term Care Insurance

Education
Pan American College
Bachelor's degree, History, English, Psychology

Stephen F. Austin State University   1960 — 1960
American Government and Politics (United States)

George Kevin Brash George Kevin Brash Greater Chicago Area Details
George Kevin Brash's Lincoln Financial Advisors Experience November 2003 - Present
Job Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   November 2003 - Present

Skills
Securities, Management, Project Management, Investments, Customer Service

Education
St. Norbert College   1973 — 1977
Bachelor of Arts (BA), Economics

Candice Mann, CFE, Candice Mann, CFE, Phoenix, Arizona Area Details
Candice Mann, CFE,'s Lincoln Financial Advisors Experience September 2003 - September 2004
Job Financial Investigator at Arizona State Department of Gaming
Industry Gambling & Casinos
Experience
Arizona State Department of Gaming   January 2005 - February 2013
Lincoln Financial Advisors   September 2003 - September 2004
Morgan Stanley  1998 - 2003

Education
Stony Brook University
B.S., Accounting

The American College
CFP, Financial Planning

Susan Calomino Susan Calomino Greater Chicago Area Details
Susan Calomino's Lincoln Financial Advisors Experience 1991 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   1991 - Present

Skills
Certified Financial..., MBA, Chartered Retirement...

Education
Stephen F. Austin State University
Bachelor of Arts (BA)

West Texas A&M University
Master of Business Administration (MBA)

Phyllis Byard Phyllis Byard Columbus, Ohio Area Details
Phyllis Byard's Lincoln Financial Advisors Experience 1995 - 2000
Job Independent FundRaising Professional
Industry Fund-Raising
Experience
Lincoln Financial Advisors   1995 - 2000

Education
The Ohio State University   1972 — 1976
BA, French, General Science (Education)

Christopher Sukenik Christopher Sukenik Hanover, New Hampshire Details
Christopher Sukenik's Lincoln Financial Advisors Experience June 2007 - August 2007
Job Senior Consultant at BDC Advisors, LLC
Industry Management Consulting
Experience
BDC Advisors, LLC  July 2015 - Present
BDC Advisors, LLC  June 2014 - October 2014
BDC Advisors, LLC  June 2011 - August 2013
Navigant Consulting  March 2011 - June 2011
Navigant Consulting  November 2009 - March 2011
Navigant Consulting  June 2008 - July 2008
Lincoln Financial Advisors   June 2007 - August 2007

Skills
Strategic Consulting, Strategic Planning, Management Consulting, Healthcare Consulting, Financial Analysis, Financial Modeling, Process Improvement, Revenue Cycle Management

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2013 — 2015
Master of Business Administration (MBA)

Wake Forest University   2005 — 2009
BS / BA, Finance and French

Ned Reitzes Ned Reitzes United States Details
Ned Reitzes's Lincoln Financial Advisors Experience 1994 - 2006
Job Financial Advisor and Attorney
Industry Financial Services
Experience
Cetera Advisors LLC  October 2006 - Present
Self-employed  July 2006 - Present
City of Overland Park  1995 - Present
University of Pennsylvania Alumni Club   1985 - Present
Lincoln Financial Advisors   1994 - 2006

Skills
Strategic Planning, Estate Planning, Wealth Management, Investments, Business Transactions, Investment Strategies, Insurance, Portfolio Management, Strategic Financial..., Mutual Funds

Education
Washington University in St. Louis School of Law   1977 — 1980
JD, Law

The University of Kansas   1975 — 1977
MBA, Finance

University of Pennsylvania   1970 — 1974
BA, History

Edward Rubio Edward Rubio Park City, Utah Details
Edward Rubio's Lincoln Financial Advisors Experience 2000 - 2004
Job CEO Grupo EMR
Industry Real Estate
Experience
Grupo EMR   January 2009 - Present
AXA Distributors  2005 - 2008
Waddell & Reed Financial Services  2004 - 2005
Lincoln Financial Advisors   2000 - 2004
Lincoln Financial Advisors   1996 - 2000
Eclipse Records SA   1995 - 1996
Sonido Zorbo SA DE CV   1990 - 1994

Skills
Strategic Financial..., Conceptual Modeling, Investments, Program Management, Strategy, Retirement Planning, Wealth Management, Retirement, Coaching, Business Strategy, Sales, Management, Investment Advisory, Negotiation, Asset Allocation, IRAs, Mutual Funds, Series 7, Business Planning, Mergers & Acquisitions, Start-ups, Leadership, Selling, Financial Advisory, New Business Development, Strategic Planning, Series 63, Residential Homes, Training, Fixed Annuities, Real Estate, 401k, Entrepreneurship, Sales Operations, Alternative Investments, Asset Management, Finance, Financial Planners, Insurance, Investment Properties, Marketing, Sales Management, Securities, Series 24, Small Business, Financial Analysis

Education
Texas A&M University   1988 — 1991

University of Houston

University of Pennsylvania - The Wharton School

Fisayo Akinwande Fisayo Akinwande Greater Philadelphia Area Details
Fisayo Akinwande's Lincoln Financial Advisors Experience August 2011 - December 2011
Job MS Finance Candidate at The Villanova School of Business
Industry Financial Services
Experience
Morgan Stanley  July 2012 - November 2012
Lincoln Financial Advisors   August 2011 - December 2011
KPMG  June 2010 - August 2010

Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance

Education
Villanova University   2013 — 2014
Master of Science (MS), Finance

Temple University   2008 — 2012
BBA, Finance and Economics

Akua B. Akua B. Cherry Hill, New Jersey Details
Akua B.'s Lincoln Financial Advisors Experience December 2010 - May 2011
Job Operations Analyst
Industry Financial Services
Experience
Merrill Edge  January 2014 - Present
Merrill Edge  February 2012 - Present
Merrill Lynch  February 2012 - Present
Vanguard  August 2011 - December 2011
Nordstrom  June 2011 - December 2011
Lincoln Financial Advisors   December 2010 - May 2011
PNC  July 2008 - December 2010
Macy's East  May 2007 - August 2007
Target  October 2006 - January 2007

Skills
Credit, Customer Service, Deposits, Microsoft Excel, Retail, Banking, Financial Analysis, PowerPoint, Cash Handling Experience, Microsoft Word, Sales, Cash Management, Microsoft Money, Time Management, Finance, Seibel, Legacy Systems, Softphone

Education
Temple University   2007 — 2011
Bachelor, Finance

Michael Hinde Michael Hinde Allentown, Pennsylvania Area Details
Michael Hinde's Lincoln Financial Advisors Experience May 2011 - August 2011
Job Staff Analyst at Talen Energy
Industry Utilities
Experience
Talen Energy  June 2015 - Present
PPL Corporation  November 2014 - May 2015
PPL Corporation  August 2013 - November 2014
SEI  August 2012 - August 2013
RLI  January 2012 - April 2012
Lincoln Financial Advisors   May 2011 - August 2011

Education
Temple University   2008 — 2012
B.B.A., Finance

Shelly Laurinaitis Shelly Laurinaitis Saint Louis, Missouri Details
Shelly Laurinaitis's Lincoln Financial Advisors Experience August 2009 - January 2011
Job _
Industry Hospital & Health Care
Experience
OhioHealth  March 2012 - December 2012
Nationwide Insurance  September 2011 - March 2012
Lincoln Financial Advisors   August 2009 - January 2011

Skills
Research, Calculations, Templates, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Strategic Financial..., Access, Investments, Outlook, Financial Analysis, Data Analysis, Spreadsheets, Customer Service, Bloomberg, Financial Planners, Bloomberg Terminal, Insurance, Securities

Education
The Ohio State University - The Max M. Fisher College of Business   2007 — 2011
Bachelor of Science (B.S.), Finance, General

Nathan Harrison Nathan Harrison Houston, Texas Area Details
Nathan Harrison's Lincoln Financial Advisors Experience September 2002 - Present
Job Financial Planner, Insight Wealth Strategies/Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   September 2002 - Present
Dell Computer  January 2002 - August 2002

Skills
Strategic Financial..., Investments, Insurance, Small Business, Securities, Employee Benefits, Sales, 401k, Finance, Wealth, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Mutual Funds, Series 7, Life Insurance, Investment Advisory, Financial Advisory, Portfolio Management

Education
Texas Tech University   1996 — 1999
BBA, Marketing

Westfield High School   1991 — 1995

Robert Deitrick Robert Deitrick Columbus, Ohio Area Details
Robert Deitrick's Lincoln Financial Advisors Experience June 1983 - January 2003
Job President/CEO at Polaris Financial Partners, LLC.
Industry Financial Services
Experience
Polaris Financial Partners, LLC.   January 2003 - Present
Lincoln Financial Advisors   June 1983 - January 2003

Education
The Ohio State University
Economics and Finance

Virginia Tech
Economics and Finance

Andrew Comins Andrew Comins Rochester, New York Area Details
Andrew Comins's Lincoln Financial Advisors Experience 1979 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   1979 - Present
Lincoln Financial Advisors   1979 - 2015

Skills
Retirement Planning

Education
The American College   1995 — 1997
Master's Degree, Financial Planning and Services

Ithaca College
Bachelor of Science (BS), Accounting

Pam Paxson Pam Paxson Fort Wayne, Indiana Area Details
Pam Paxson's Lincoln Financial Advisors Experience November 1985 - Present
Job Technical Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   November 1985 - Present
St. Joseph Hospital  May 1982 - October 1985

Skills
Life Insurance, Pensions, Annuities, Structured Settlements, Death Claims, Retirement, Fixed Annuities, Financial Advisory, Retirement Planning, 401k, Customer Service

Education
Tri-State University
Bachelor's degree, Management

Bill Bresler Bill Bresler Greater St. Louis Area Details
Bill Bresler's Lincoln Financial Advisors Experience March 2010 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   March 2010 - Present

Skills
Life Insurance, Group Benefit Plans, ChFC, CLU, MSFS, AEP

Education
The American College   1993 — 1995
Masters of Financial Services, graduate in Finance

Georgene Niessen Georgene Niessen Dallas, Texas Details
Georgene Niessen's Lincoln Financial Advisors Experience August 2013 - December 2013
Job
Industry Financial Services
Experience
Duff & Phelps  July 2014 - Present
Duff & Phelps  September 2013 - May 2014
Lincoln Financial Advisors   August 2013 - December 2013
Flynn & O’Hara Uniform Company   May 2006 - September 2013
Temple University  August 2012 - August 2013
Saint Joseph’s University  August 2011 - December 2011

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Accounts Payable, Tax, Microsoft Office, Accounting, Outlook, QuickBooks, Financial Reporting, Property Tax

Education
Temple University - Fox School of Business and Management   2010 — 2014
Bachelor's Degree, Finance, General, 3.30

Todd Sloth Todd Sloth Canandaigua, New York Details
Todd Sloth's Lincoln Financial Advisors Experience 1997 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors   1997 - Present

Skills
Retirement Planning, Investments, Series 7, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Investment Strategies, Strategic Financial..., Fixed Annuities, Uniform Combined State..., IRAs, Financial Advisory, Securities, Life Insurance, Estate Planning, 401k Rollovers

Education
State University of New York College at Oswego   1983 — 1987
Bachelor's Degree, Economics

Kimberly Parris Kimberly Parris Virginia Beach, Virginia Details
Kimberly Parris's Lincoln Financial Advisors Experience November 2014 - Present
Job Planner Assistant
Industry Financial Services
Experience
Lincoln Financial Advisors   November 2014 - Present
Spectrum Financial, Inc.   July 2012 - August 2014
American General Life and Accident  August 2011 - August 2012
Met Life Insurance  September 2005 - 2010
World Office Systems, Inc.   August 2000 - January 2005

Skills
Microsoft Excel, Customer Service, Wealth Management, Administrative..., Risk Management, Spreadsheets, Microsoft Office

Education
Tidewater Community College   1985 — 1990
Accounting and Business/Management

Zachary Strauss Zachary Strauss Richboro, Pennsylvania Details
Zachary Strauss's Lincoln Financial Advisors Experience May 2015 - August 2015
Job Student at Tulane University
Industry Financial Services
Experience
Zeta Psi Fraternity, Inc.   2015 - Present
Lincoln Financial Advisors   May 2015 - August 2015

Skills
Morningstar Office, E-money, Microsoft Excel, Microsoft Word, PowerPoint, Financial Planning, Leadership

Education
Tulane University   2014 — 2018
Economics

Council Rock High School North   2011 — 2015
High School

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