Lincoln Financial Advisors
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1,043 Lincoln Financial Advisors employees in database. Find out everything there's to know about Lincoln Financial Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lincoln Financial Advisors Employees
Employee
Years
Job
Industry
William Pitney, MBA, CFP® William Pitney, MBA, CFP®'s Lincoln Financial Advisors Experience April 2003 - February 2011
Job Financial Planner Helping Engineers Make Optimal Financial Decisions
Industry Financial Services
Experience
FocusYOU February 2011 - Present
William Pitney Insurance February 2011 - Present
William Pitney Advisory Services April 2003 - February 2011
Lincoln Financial Advisors April 2003 - February 2011
Agilent Technologies January 2000 - March 2003
Hewlett-Packard June 1999 - December 1999
Hewlett-Packard December 1997 - June 1999
Hewlett-Packard June 1996 - December 1997
Bank One, Arizona May 1995 - June 1996
Skills
Employee Stock Options, Restricted Stock, Retirement, Retirement Planning, Personal Finance, Personal Financial..., Money, Life Transitions, Independent Financial..., Fiduciary, 401k, 401k Rollovers, Pensions, Investments, Investment Advisory, Investment Management, Asset Allocation, Certified Financial..., Life Insurance, Disability Insurance, Long Term Care Insurance, Business Overhead..., Wealth, Wealth Management, Estate Planning, Strategic Financial..., Asset Protection, Cash Flow, Personal Budgeting, Consumer Debt, 529 Plans, College Savings Plans, Saving for Education, Financial Services, Term Life Insurance
Education
Sudden Money Institute 2011 — 2011
Sudden Money Advisor, Financial Transition Planning
UCLA 2001 — 2003
Professional Certificate, Personal Financial Planning
University of Arizona 1994 — 1996
Master of Business Administration (M.B.A.), Marketing, Finance, Entreprenuership
University of Kentucky 1987 — 1992
Bachelor's Degree, Sociology, minor Family Studies
FocusYOU February 2011 - Present
William Pitney Insurance February 2011 - Present
William Pitney Advisory Services April 2003 - February 2011
Lincoln Financial Advisors April 2003 - February 2011
Agilent Technologies January 2000 - March 2003
Hewlett-Packard June 1999 - December 1999
Hewlett-Packard December 1997 - June 1999
Hewlett-Packard June 1996 - December 1997
Bank One, Arizona May 1995 - June 1996
Skills
Employee Stock Options, Restricted Stock, Retirement, Retirement Planning, Personal Finance, Personal Financial..., Money, Life Transitions, Independent Financial..., Fiduciary, 401k, 401k Rollovers, Pensions, Investments, Investment Advisory, Investment Management, Asset Allocation, Certified Financial..., Life Insurance, Disability Insurance, Long Term Care Insurance, Business Overhead..., Wealth, Wealth Management, Estate Planning, Strategic Financial..., Asset Protection, Cash Flow, Personal Budgeting, Consumer Debt, 529 Plans, College Savings Plans, Saving for Education, Financial Services, Term Life Insurance
Education
Sudden Money Institute 2011 — 2011
Sudden Money Advisor, Financial Transition Planning
UCLA 2001 — 2003
Professional Certificate, Personal Financial Planning
University of Arizona 1994 — 1996
Master of Business Administration (M.B.A.), Marketing, Finance, Entreprenuership
University of Kentucky 1987 — 1992
Bachelor's Degree, Sociology, minor Family Studies
Eric Reinhold, CFP®, MBA, APMA® Eric Reinhold, CFP®, MBA, APMA®'s Lincoln Financial Advisors Experience January 1994 - March 1995
Job Financial Advisor / Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Academy Wealth Management April 2003 - January 2013
Academy Financial, Inc. April 1999 - March 2002
Ronald Blue & Co. March 1995 - March 1999
Lincoln Financial Advisors January 1994 - March 1995
United States Navy 1991 - December 1993
United States Navy 1989 - 1991
Education
United States Naval Academy 1984 — 1988
BS, Economics
University of Baltimore 1992 — 1993
MBA, Marketing
Westminster Christian High School 1981 — 1983
Ameriprise Financial Services, Inc. February 2013 - Present
Academy Wealth Management April 2003 - January 2013
Academy Financial, Inc. April 1999 - March 2002
Ronald Blue & Co. March 1995 - March 1999
Lincoln Financial Advisors January 1994 - March 1995
United States Navy 1991 - December 1993
United States Navy 1989 - 1991
Education
United States Naval Academy 1984 — 1988
BS, Economics
University of Baltimore 1992 — 1993
MBA, Marketing
Westminster Christian High School 1981 — 1983
Nicole Zimmet, MBA Nicole Zimmet, MBA's Lincoln Financial Advisors Experience June 2012 - September 2013
Job Patient Access Analyst at DaVita
Industry Hospital & Health Care
Experience
DaVita March 2014 - Present
FirstBank September 2013 - January 2014
Lincoln Financial Advisors June 2012 - September 2013
Medical Sales College June 2011 - August 2011
Kroenke Sports Enterprises January 2011 - June 2011
Rocky Mountain School of Dance, Inc July 2006 - July 2009
Skills
Leadership, PowerPoint, Fundraising, Microsoft Excel, Organization, Customer Service, Management, Event Planning, Dance, Microsoft Word, Data Analysis, Time Management, Coaching
Education
University of Denver - Daniels College of Business 2012 — 2013
Master of Business Administration (MBA), Finance
University of Denver - Daniels College of Business 2008 — 2012
BSBA, Finance and Business Management
University of Westminster
Arvada West High School 2004 — 2008
DaVita March 2014 - Present
FirstBank September 2013 - January 2014
Lincoln Financial Advisors June 2012 - September 2013
Medical Sales College June 2011 - August 2011
Kroenke Sports Enterprises January 2011 - June 2011
Rocky Mountain School of Dance, Inc July 2006 - July 2009
Skills
Leadership, PowerPoint, Fundraising, Microsoft Excel, Organization, Customer Service, Management, Event Planning, Dance, Microsoft Word, Data Analysis, Time Management, Coaching
Education
University of Denver - Daniels College of Business 2012 — 2013
Master of Business Administration (MBA), Finance
University of Denver - Daniels College of Business 2008 — 2012
BSBA, Finance and Business Management
University of Westminster
Arvada West High School 2004 — 2008
Carolyn Ford Carolyn Ford's Lincoln Financial Advisors Experience July 2003 - Present
Job Practice Manager and Investment Coordinator at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors July 2003 - Present
Today's Staffing 2002 - 2003
HSBC January 1998 - November 2000
Skills
Securities, Investments, Series 7, Retirement Planning, Financial Planners, Business Bookkeeping, Investment Proposals, Series 6, Investment Management, Superior Client Service, Office Management, Microsoft Office 2010
Education
University of North Florida - College of Business Administration 2002 — 2005
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Lincoln Financial Advisors July 2003 - Present
Today's Staffing 2002 - 2003
HSBC January 1998 - November 2000
Skills
Securities, Investments, Series 7, Retirement Planning, Financial Planners, Business Bookkeeping, Investment Proposals, Series 6, Investment Management, Superior Client Service, Office Management, Microsoft Office 2010
Education
University of North Florida - College of Business Administration 2002 — 2005
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Jenna Winkler Jenna Winkler's Lincoln Financial Advisors Experience August 2007 - June 2009
Job Events | Marketing | Blogger
Industry Hospitality
Experience
The Woodsman Group March 2015 - Present
Endless Eats Blog September 2009 - Present
The Allison Inn and Spa October 2013 - March 2015
The Allison Inn and Spa April 2013 - March 2015
The Allison Inn and Spa May 2011 - April 2013
The Allison Inn and Spa January 2011 - May 2011
The Allison Inn and Spa January 2010 - January 2011
The Allison Inn and Spa August 2009 - January 2010
Lincoln Financial Advisors August 2007 - June 2009
2009 PRSSA Bateman Competition January 2009 - March 2009
Skills
Event Planning, Hospitality Management, Blogging, Social Media, Hospitality, Sales, Public Speaking, Public Relations, Event Management, Facebook, Customer Service, Tourism, Social Media Marketing, Social Networking, Catering, Hotels, CRM, Hospitality Industry, Meeting Planning, Budgets, Management
Education
University of Oregon 2005 — 2009
Journalism, Public Relations
The Woodsman Group March 2015 - Present
Endless Eats Blog September 2009 - Present
The Allison Inn and Spa October 2013 - March 2015
The Allison Inn and Spa April 2013 - March 2015
The Allison Inn and Spa May 2011 - April 2013
The Allison Inn and Spa January 2011 - May 2011
The Allison Inn and Spa January 2010 - January 2011
The Allison Inn and Spa August 2009 - January 2010
Lincoln Financial Advisors August 2007 - June 2009
2009 PRSSA Bateman Competition January 2009 - March 2009
Skills
Event Planning, Hospitality Management, Blogging, Social Media, Hospitality, Sales, Public Speaking, Public Relations, Event Management, Facebook, Customer Service, Tourism, Social Media Marketing, Social Networking, Catering, Hotels, CRM, Hospitality Industry, Meeting Planning, Budgets, Management
Education
University of Oregon 2005 — 2009
Journalism, Public Relations
Christopher Vines Christopher Vines's Lincoln Financial Advisors Experience September 2007 - July 2008
Job Financial Planner at Keystone Financial Services
Industry Financial Services
Experience
Keystone Financial Services August 2011 - Present
MetLife April 2010 - July 2011
Merrill Lynch July 2008 - March 2009
Lincoln Financial Advisors September 2007 - July 2008
Sterne Agee April 2005 - September 2007
Skills
Investments, Financial Services, Finance, Securities, Retirement Planning, Series 7, 401k, Retirement, Wealth Management, Financial Analysis, Fixed Annuities, Series 63, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory
Education
University of Alabama 2000 — 2004
Finance, Finance and Economics
Keystone Financial Services August 2011 - Present
MetLife April 2010 - July 2011
Merrill Lynch July 2008 - March 2009
Lincoln Financial Advisors September 2007 - July 2008
Sterne Agee April 2005 - September 2007
Skills
Investments, Financial Services, Finance, Securities, Retirement Planning, Series 7, 401k, Retirement, Wealth Management, Financial Analysis, Fixed Annuities, Series 63, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory
Education
University of Alabama 2000 — 2004
Finance, Finance and Economics
Kenny Moreno Kenny Moreno's Lincoln Financial Advisors Experience January 2008 - May 2008
Job Transaction/Billing Analyst
Industry Utilities
Experience
Ambit Energy May 2011 - Present
Best Buy April 2010 - May 2011
Garland Chamber of Commerce August 2008 - June 2009
Lincoln Financial Advisors January 2008 - May 2008
Skills
Energy Markets, Electricity Markets, Energy, Natural Gas, Process Improvement, Analysis, Renewable Energy, Access, Due Diligence, Forecasting, Budgets, Microsoft Excel, Finance, Call Centers
Education
iTeach Texas 2013 — 2014
EC-6 Generalist & EC-6 Bilingual Teaching Certificate, Elementary Education and Teaching
University of North Texas 2006 — 2008
Bachelor's Degree, Economics
North Garland High School 1997 — 2001
High School
Ambit Energy May 2011 - Present
Best Buy April 2010 - May 2011
Garland Chamber of Commerce August 2008 - June 2009
Lincoln Financial Advisors January 2008 - May 2008
Skills
Energy Markets, Electricity Markets, Energy, Natural Gas, Process Improvement, Analysis, Renewable Energy, Access, Due Diligence, Forecasting, Budgets, Microsoft Excel, Finance, Call Centers
Education
iTeach Texas 2013 — 2014
EC-6 Generalist & EC-6 Bilingual Teaching Certificate, Elementary Education and Teaching
University of North Texas 2006 — 2008
Bachelor's Degree, Economics
North Garland High School 1997 — 2001
High School
Timothy Janeway, CLCS's Lincoln Financial Advisors Experience May 2011 - August 2011
Job Inland Marine/Property Underwriter at CNA Insurance
Industry Insurance
Experience
CNA Insurance August 2014 - Present
Hub International July 2013 - August 2014
DHR International August 2012 - 2013
IHSA OFFICIAL 2008 - 2012
Champaign Park District 2008 - 2012
Lincoln Financial Advisors May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Interpersonal Skill, Competitive, Drive to Succeed, Result Oriented, Close Attention to..., Financial Analysis, Leadership, People-oriented, Energetic team player, Sales, Qualifying Prospects, Cold Calling, Events Coordination, Transportation, Building Relationships, CRM, Outlook, Executive Search, Recruiting
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (B.S.), A-Finance, 3.46
St. Charles North High School 2004 — 2008
CNA Insurance August 2014 - Present
Hub International July 2013 - August 2014
DHR International August 2012 - 2013
IHSA OFFICIAL 2008 - 2012
Champaign Park District 2008 - 2012
Lincoln Financial Advisors May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Interpersonal Skill, Competitive, Drive to Succeed, Result Oriented, Close Attention to..., Financial Analysis, Leadership, People-oriented, Energetic team player, Sales, Qualifying Prospects, Cold Calling, Events Coordination, Transportation, Building Relationships, CRM, Outlook, Executive Search, Recruiting
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (B.S.), A-Finance, 3.46
St. Charles North High School 2004 — 2008
Meredith Willis Geldhauser Meredith Willis Geldhauser's Lincoln Financial Advisors Experience April 2007 - August 2008
Job Investment Associate at Investment Advisory Firm
Industry Financial Services
Experience
Lincoln Financial Advisors April 2007 - August 2008
Education
University of Georgia - Terry College of Business 2003 — 2007
Finance
Lincoln Financial Advisors April 2007 - August 2008
Education
University of Georgia - Terry College of Business 2003 — 2007
Finance
Brent Augustus Brent Augustus's Lincoln Financial Advisors Experience October 2005 - October 2006
Job Experienced IT/Project leader
Industry Hospital & Health Care
Experience
Extension Healthcare January 2015 - Present
Impact Stylist Academy 2015 - 2015
Impact Stylist Academy 2015 - 2015
Maxim Medical Services, Inc. February 2011 - November 2014
Parkview Health February 2012 - February 2014
Lincoln Financial Group July 2011 - March 2012
Broadridge October 2006 - July 2011
Lincoln Financial Advisors October 2005 - October 2006
Sento October 2004 - February 2005
Convergys April 2003 - November 2004
Skills
Pharmacy Automation, HL7, Project Implementation, Business Analysis, Project Management, SQL, PHP, Business Strategy, Microsoft Office, Microsoft Project, Pyxis, MS Project, Process Improvement, Agile Methodologies, Training, Call Centers, Project Planning, Vendor Management, Requirements Analysis, Visio, Team Leadership, Software Documentation, SDLC, SharePoint, Integration, Leadership, Software Project..., Business Process
Education
University of Cambridge 2002 — 2005
BA, Business Management: HR: Organizational Behavior, 3.26
Extension Healthcare January 2015 - Present
Impact Stylist Academy 2015 - 2015
Impact Stylist Academy 2015 - 2015
Maxim Medical Services, Inc. February 2011 - November 2014
Parkview Health February 2012 - February 2014
Lincoln Financial Group July 2011 - March 2012
Broadridge October 2006 - July 2011
Lincoln Financial Advisors October 2005 - October 2006
Sento October 2004 - February 2005
Convergys April 2003 - November 2004
Skills
Pharmacy Automation, HL7, Project Implementation, Business Analysis, Project Management, SQL, PHP, Business Strategy, Microsoft Office, Microsoft Project, Pyxis, MS Project, Process Improvement, Agile Methodologies, Training, Call Centers, Project Planning, Vendor Management, Requirements Analysis, Visio, Team Leadership, Software Documentation, SDLC, SharePoint, Integration, Leadership, Software Project..., Business Process
Education
University of Cambridge 2002 — 2005
BA, Business Management: HR: Organizational Behavior, 3.26
Shawn Shunchuan Liu Shawn Shunchuan Liu's Lincoln Financial Advisors Experience April 2014 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors April 2014 - Present
Lincoln Financial Advisors December 2012 - April 2014
Morgan Stanley March 2012 - June 2012
AGS Consulting February 2012 - June 2012
Alpha Kappa Psi - Upsilon Psi UC Davis October 2011 - February 2012
University of California, Davis 2011 - 2012
Saks Fifth Avenue June 2008 - August 2011
Skills
Data Analysis, Economics, Stata, Statistics, Microsoft Excel, Facebook, Microsoft Word, Microsoft Office, Public Speaking, Marketing, Customer Service, Sales, Photoshop, Critical Thinking, Mandarin, Social Networking, Teamwork, Research
Education
University of California, Davis 2010 — 2012
B.S., Managerial Economics
Lincoln Financial Advisors April 2014 - Present
Lincoln Financial Advisors December 2012 - April 2014
Morgan Stanley March 2012 - June 2012
AGS Consulting February 2012 - June 2012
Alpha Kappa Psi - Upsilon Psi UC Davis October 2011 - February 2012
University of California, Davis 2011 - 2012
Saks Fifth Avenue June 2008 - August 2011
Skills
Data Analysis, Economics, Stata, Statistics, Microsoft Excel, Facebook, Microsoft Word, Microsoft Office, Public Speaking, Marketing, Customer Service, Sales, Photoshop, Critical Thinking, Mandarin, Social Networking, Teamwork, Research
Education
University of California, Davis 2010 — 2012
B.S., Managerial Economics
Jacqueline Davie's Lincoln Financial Advisors Experience August 2001 - Present
Job Registered Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors August 2001 - Present
Skills
Financial Planners, Wealth, Wealth Management..., Wealth Management, Wealth Accumulation, Strategic Financial..., Securities, Retirement Planning, Retirement, Mutual Funds, Investments, IRAs, Financial Planning
Education
University of Houston 1995 — 1997
Bachelor of Arts (BA)
Lincoln Financial Advisors August 2001 - Present
Skills
Financial Planners, Wealth, Wealth Management..., Wealth Management, Wealth Accumulation, Strategic Financial..., Securities, Retirement Planning, Retirement, Mutual Funds, Investments, IRAs, Financial Planning
Education
University of Houston 1995 — 1997
Bachelor of Arts (BA)
Kirk OBrien Kirk OBrien's Lincoln Financial Advisors Experience October 2004 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors October 2004 - Present
Skills
Investment Advisory, Estate Planning, Investment Advisory..., Series 7, IRAs, Wealth Management, Investments, Securities, Insurance, Wealth, Fixed Annuities, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds
Education
UCLA 1998 — 2002
BA, Business-Economics
Lincoln Financial Advisors October 2004 - Present
Skills
Investment Advisory, Estate Planning, Investment Advisory..., Series 7, IRAs, Wealth Management, Investments, Securities, Insurance, Wealth, Fixed Annuities, Retirement Planning, Retirement, Strategic Financial..., Mutual Funds
Education
UCLA 1998 — 2002
BA, Business-Economics
Anne Vineski's Lincoln Financial Advisors Experience July 2005 - January 2006
Job Business Process Planning Manager Marketing, Digital, Insights, Innovation and Strategy at MillerCoors
Industry Food & Beverages
Experience
MillerCoors August 2013 - Present
MillerCoors March 2013 - Present
MillerCoors June 2012 - August 2013
Fortune 100 Retailer November 2011 - June 2012
Accenture May 2005 - June 2012
BHP Billiton May 2011 - October 2011
PepsiCo 2005 - 2011
Lincoln Financial Advisors July 2005 - January 2006
Torchia Associates August 2004 - April 2005
University of Illinois Office of Admissions & Records July 2003 - August 2004
Skills
Sarbanes-Oxley Act, Integration, Security, Test Management, SAP, Large Scale Deployments, Global Deployment, Release Management, Solution Delivery, Process Optimization, Data Conversion, Program Management, SAP Netweaver, PMO, Business Intelligence, SAP Implementation, CRM, Strategy, Business Objects, Supply Chain Management, Supply Chain, Cross-functional Team..., SDLC, SAP HR, Business Process..., IT Strategy, IT Management
Education
University of Illinois at Urbana-Champaign
MillerCoors August 2013 - Present
MillerCoors March 2013 - Present
MillerCoors June 2012 - August 2013
Fortune 100 Retailer November 2011 - June 2012
Accenture May 2005 - June 2012
BHP Billiton May 2011 - October 2011
PepsiCo 2005 - 2011
Lincoln Financial Advisors July 2005 - January 2006
Torchia Associates August 2004 - April 2005
University of Illinois Office of Admissions & Records July 2003 - August 2004
Skills
Sarbanes-Oxley Act, Integration, Security, Test Management, SAP, Large Scale Deployments, Global Deployment, Release Management, Solution Delivery, Process Optimization, Data Conversion, Program Management, SAP Netweaver, PMO, Business Intelligence, SAP Implementation, CRM, Strategy, Business Objects, Supply Chain Management, Supply Chain, Cross-functional Team..., SDLC, SAP HR, Business Process..., IT Strategy, IT Management
Education
University of Illinois at Urbana-Champaign
Mitch Hodgkiss's Lincoln Financial Advisors Experience May 1998 - January 2002
Job Financial Advisor and Associate Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2005 - March 2009
Morgan Keegan January 2002 - March 2005
Lincoln Financial Advisors May 1998 - January 2002
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1998
BS, Finance
Ameriprise Financial March 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2005 - March 2009
Morgan Keegan January 2002 - March 2005
Lincoln Financial Advisors May 1998 - January 2002
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1998
BS, Finance
Mystery Slimick, GBA Mystery Slimick, GBA's Lincoln Financial Advisors Experience 1999 - 2002
Job Employee Benefits Insurance Agent
Industry Insurance
Experience
BB&T August 2013 - Present
GS Levine Insurance Services, Inc. May 2012 - February 2013
Alliant Insurance Services 2005 - May 2012
Brooks, Jucha & Associates May 2004 - April 2005
Unum 2002 - 2004
Lincoln Financial Advisors 1999 - 2002
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Sales, Long-term Care, Self-funded, Group Medical, Flexible Spending..., COBRA, Health Care Reform, Critical Illness, Benefits Administration, Medicare, Account Management, Underwriting, Brokers, Health Savings Accounts, Group Insurance, Cafeteria Plans, Open Enrollment, Voluntary Employee..., Long Term Care Insurance, New Business Development, HRA, Employee Wellness..., Strategy, Claims Management, PPO, Accident, Workers Compensation
Education
The Wharton School, University of Pennsylvania 2009 — 2012
GBA, Group Benefits Associate
University of North Florida 1998 — 2000
Bachelor of Arts Degree, English and Sociology, Cum Laude
BB&T August 2013 - Present
GS Levine Insurance Services, Inc. May 2012 - February 2013
Alliant Insurance Services 2005 - May 2012
Brooks, Jucha & Associates May 2004 - April 2005
Unum 2002 - 2004
Lincoln Financial Advisors 1999 - 2002
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Sales, Long-term Care, Self-funded, Group Medical, Flexible Spending..., COBRA, Health Care Reform, Critical Illness, Benefits Administration, Medicare, Account Management, Underwriting, Brokers, Health Savings Accounts, Group Insurance, Cafeteria Plans, Open Enrollment, Voluntary Employee..., Long Term Care Insurance, New Business Development, HRA, Employee Wellness..., Strategy, Claims Management, PPO, Accident, Workers Compensation
Education
The Wharton School, University of Pennsylvania 2009 — 2012
GBA, Group Benefits Associate
University of North Florida 1998 — 2000
Bachelor of Arts Degree, English and Sociology, Cum Laude
Ronald M. Wolf Ronald M. Wolf's Lincoln Financial Advisors Experience June 1968 - Present
Job Insurance Agent at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors June 1968 - Present
Skills
Employer Benefits, Health Insurance, Dental and Vision..., Estate Planning, Life Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance
Education
University of Baltimore
Baltimore City College
Lincoln Financial Advisors June 1968 - Present
Skills
Employer Benefits, Health Insurance, Dental and Vision..., Estate Planning, Life Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance
Education
University of Baltimore
Baltimore City College
Kristen Looney's Lincoln Financial Advisors Experience July 2000 - July 2001
Job Account Manager at Aetna
Industry Insurance
Experience
Aetna March 2015 - Present
Piedmont WellStar HealthPlans November 2013 - January 2015
Coventry Health Care January 2008 - November 2013
Coventry Health Care September 2006 - December 2007
TooJay's Gourmet Deli August 2001 - August 2006
Lincoln Financial Advisors July 2000 - July 2001
AT&T July 1999 - July 2000
Skills
Insurance, Account Management, Managed Care, Employee Benefits, Commercial Insurance, Brokers, Claim, Analysis, Disability Insurance, Health Savings Accounts, Leadership, Management, Medicare, Sales, Health Insurance, Underwriting, Customer Service, Strategic Planning, Team Building, Healthcare, Benefits Administration, Customer Retention, Access, Life Insurance
Education
University of Central Florida 2003 — 2005
American Politics and Public Policy Analysis
University of Central Florida 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Aetna March 2015 - Present
Piedmont WellStar HealthPlans November 2013 - January 2015
Coventry Health Care January 2008 - November 2013
Coventry Health Care September 2006 - December 2007
TooJay's Gourmet Deli August 2001 - August 2006
Lincoln Financial Advisors July 2000 - July 2001
AT&T July 1999 - July 2000
Skills
Insurance, Account Management, Managed Care, Employee Benefits, Commercial Insurance, Brokers, Claim, Analysis, Disability Insurance, Health Savings Accounts, Leadership, Management, Medicare, Sales, Health Insurance, Underwriting, Customer Service, Strategic Planning, Team Building, Healthcare, Benefits Administration, Customer Retention, Access, Life Insurance
Education
University of Central Florida 2003 — 2005
American Politics and Public Policy Analysis
University of Central Florida 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Amir B. Eyal, J.D.*, CFP®'s Lincoln Financial Advisors Experience June 2005 - Present
Job Financial Independence Planning | Efficient Investment Concepts | Retirement Income & Estate Planning Strategies
Industry Financial Services
Experience
Mylestone Plans, LLC June 2005 - Present
Lincoln Financial Advisors June 2005 - Present
Skills
Financial Planning, Estate Planning, Tax Reduction..., Retirement Income..., Investment Strategies, Retirement Plans:..., Group and Individual..., Short and Long Term..., Long Term Care Insurance, Employee Benefits, Strategic Financial..., 403 b, Disability Insurance, Retirement Planning, Finance, Financial Planners, Insurance, Investments, Retirement, Risk Management, Succession Planning, Trusts, Wealth, Wealth Management, Investment Advisory, Tax, Mutual Funds, 401k, Qualified Retirement..., Fixed Annuities, Financial Advisory
Education
University of Maryland Francis King Carey School of Law 2000 — 2003
J.D., Law
University of Maryland College Park 1996 — 2000
B.S., Neurobiology/Physiology
Mylestone Plans, LLC June 2005 - Present
Lincoln Financial Advisors June 2005 - Present
Skills
Financial Planning, Estate Planning, Tax Reduction..., Retirement Income..., Investment Strategies, Retirement Plans:..., Group and Individual..., Short and Long Term..., Long Term Care Insurance, Employee Benefits, Strategic Financial..., 403 b, Disability Insurance, Retirement Planning, Finance, Financial Planners, Insurance, Investments, Retirement, Risk Management, Succession Planning, Trusts, Wealth, Wealth Management, Investment Advisory, Tax, Mutual Funds, 401k, Qualified Retirement..., Fixed Annuities, Financial Advisory
Education
University of Maryland Francis King Carey School of Law 2000 — 2003
J.D., Law
University of Maryland College Park 1996 — 2000
B.S., Neurobiology/Physiology
Robert L. Peeples Robert L. Peeples's Lincoln Financial Advisors Experience March 2013 - July 2015
Job Financial Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Lincoln Financial Advisors March 2013 - July 2015
Skills
Series 7, Retirement, Licensed Life & Health..., Series 66, Retirement Planning, Financial Planning, Wealth Management, Commercial Property..., Investment Strategies, Life Insurance, Team Building, Microsoft Office
Education
University of North Florida 2008 — 2012
Bachelor of Arts (B.A.)
Bank of America Merrill Lynch July 2015 - Present
Lincoln Financial Advisors March 2013 - July 2015
Skills
Series 7, Retirement, Licensed Life & Health..., Series 66, Retirement Planning, Financial Planning, Wealth Management, Commercial Property..., Investment Strategies, Life Insurance, Team Building, Microsoft Office
Education
University of North Florida 2008 — 2012
Bachelor of Arts (B.A.)
Linda F. Pines Linda F. Pines's Lincoln Financial Advisors Experience June 1999 - May 2003
Job Paralegal at Law Firm of Bendett & McHugh
Industry Legal Services
Experience
C.B. Richard Ellis-New England May 2012 - June 2012
Kimco Realty Corporation 2008 - December 2010
The Hartford Life Services July 2008 - August 2008
Retirement Living Services, LLC April 2004 - December 2007
Lincoln Financial Advisors June 1999 - May 2003
Skills
Legal Research, Microsoft Office, Westlaw, PowerPoint, Administrative..., Legal Writing, Software Documentation, Outlook, Microsoft Excel, Access, Lexis, Casemaker, E-file, ProLaw, Process Scheduler, Legal Assistance, Legal Documents, Leadership, Research, Microsoft Word, Administrative Support, Excel, Word, Scheduling, Courts, Administrative...
Education
University of Hartford 2010 — 2012
Associate of Science (AS); Certificate in Paralegal Studies, Paralegal Studies Program, 3.6
Morse School Of Business 1974 — 1976
Diploma in Secretarial Studies
Hartford Public High School 1970 — 1974
Diploma, Business
C.B. Richard Ellis-New England May 2012 - June 2012
Kimco Realty Corporation 2008 - December 2010
The Hartford Life Services July 2008 - August 2008
Retirement Living Services, LLC April 2004 - December 2007
Lincoln Financial Advisors June 1999 - May 2003
Skills
Legal Research, Microsoft Office, Westlaw, PowerPoint, Administrative..., Legal Writing, Software Documentation, Outlook, Microsoft Excel, Access, Lexis, Casemaker, E-file, ProLaw, Process Scheduler, Legal Assistance, Legal Documents, Leadership, Research, Microsoft Word, Administrative Support, Excel, Word, Scheduling, Courts, Administrative...
Education
University of Hartford 2010 — 2012
Associate of Science (AS); Certificate in Paralegal Studies, Paralegal Studies Program, 3.6
Morse School Of Business 1974 — 1976
Diploma in Secretarial Studies
Hartford Public High School 1970 — 1974
Diploma, Business
Digger Bujnoch Digger Bujnoch's Lincoln Financial Advisors Experience March 2014 - Present
Job Financial Planner at Hoff Bujnoch & Associates
Industry Financial Services
Experience
Hoff Bujnoch & Associates July 2015 - Present
Lincoln Financial Advisors March 2014 - Present
First Financial Bank May 2013 - February 2014
Private Financial Planning Practice August 2010 - April 2013
NY Giants, Cincinnati Bengals, New Orleans Saints, Baltimore Ravens April 2008 - August 2010
Skills
Retirement, Investments, Insurance, Estate Planning, Retirement Planning, Money Management, Strategic Financial..., Wealth, Mutual Funds, Relationship Management, Financial Planning, Financial Modeling, Finance, Business Planning, Alternative Investments, Investment Management, Fixed Annuities, Life Insurance, Series 7, Financial Services, Small Business, Wealth Management, Equities, Financial Advisory, Financial Planners, Portfolio Management, Strategic Planning, Wealth Management..., IRAs, Asset Management, Tax, Term Life Insurance, Pensions, Risk Management, Asset Allocation, Employee Benefits, Health Insurance, 401k, Financial Analysis, Investment Advisory, FINRA, Securities, Asset Managment, Disability Insurance
Education
University of Cincinnati 2003 — 2007
Finance, Real Estate
Elder High School
Hoff Bujnoch & Associates July 2015 - Present
Lincoln Financial Advisors March 2014 - Present
First Financial Bank May 2013 - February 2014
Private Financial Planning Practice August 2010 - April 2013
NY Giants, Cincinnati Bengals, New Orleans Saints, Baltimore Ravens April 2008 - August 2010
Skills
Retirement, Investments, Insurance, Estate Planning, Retirement Planning, Money Management, Strategic Financial..., Wealth, Mutual Funds, Relationship Management, Financial Planning, Financial Modeling, Finance, Business Planning, Alternative Investments, Investment Management, Fixed Annuities, Life Insurance, Series 7, Financial Services, Small Business, Wealth Management, Equities, Financial Advisory, Financial Planners, Portfolio Management, Strategic Planning, Wealth Management..., IRAs, Asset Management, Tax, Term Life Insurance, Pensions, Risk Management, Asset Allocation, Employee Benefits, Health Insurance, 401k, Financial Analysis, Investment Advisory, FINRA, Securities, Asset Managment, Disability Insurance
Education
University of Cincinnati 2003 — 2007
Finance, Real Estate
Elder High School
Neil Carr, CFP® Neil Carr, CFP®'s Lincoln Financial Advisors Experience February 1995 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
The Center Project 2014 - Present
Lincoln Financial Advisors February 1995 - Present
Foster Grandparents Advisory Council 2012 - Present
Skills
Securities, Financial Analysis, Investments, Investment Advisory, Financial Advisory, Financial Services, Asset Managment, Estate Planning, IRAs, Wealth Management, Retirement Planning, Strategic Financial..., Long-term Care, 401k, Asset Allocation, Retirement, Insurance, Series 7, Series 63, Fixed Annuities, Financial Planners, Asset Management, Small Business, Financial Planning
Education
University of Missouri-Columbia 1993 — 1997
BS, Business Administration and Management, General
The Center Project 2014 - Present
Lincoln Financial Advisors February 1995 - Present
Foster Grandparents Advisory Council 2012 - Present
Skills
Securities, Financial Analysis, Investments, Investment Advisory, Financial Advisory, Financial Services, Asset Managment, Estate Planning, IRAs, Wealth Management, Retirement Planning, Strategic Financial..., Long-term Care, 401k, Asset Allocation, Retirement, Insurance, Series 7, Series 63, Fixed Annuities, Financial Planners, Asset Management, Small Business, Financial Planning
Education
University of Missouri-Columbia 1993 — 1997
BS, Business Administration and Management, General
Jeremy Sherman White CFP®'s Lincoln Financial Advisors Experience August 2008 - Present
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors August 2008 - Present
Ameriprise Financial Services, Inc October 2003 - August 2008
Liberty Mutual Insurance June 1998 - September 2000
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Series 7, Securities, Wealth Management, Investment Advisory..., Fixed Annuities, Investment Strategies, Asset Allocation, Mutual Funds, Portfolio Management, Investments, Alternative Investments*, Retirement, *For sophisticated...
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
Bachelor of Science (B.S.), Business Administration / Management Information Systems
Portsmouth High School 1994 — 1998
Lincoln Financial Advisors August 2008 - Present
Ameriprise Financial Services, Inc October 2003 - August 2008
Liberty Mutual Insurance June 1998 - September 2000
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Series 7, Securities, Wealth Management, Investment Advisory..., Fixed Annuities, Investment Strategies, Asset Allocation, Mutual Funds, Portfolio Management, Investments, Alternative Investments*, Retirement, *For sophisticated...
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
Bachelor of Science (B.S.), Business Administration / Management Information Systems
Portsmouth High School 1994 — 1998
Steven Edward Gerhardt, CFP® Steven Edward Gerhardt, CFP®'s Lincoln Financial Advisors Experience 2004 - Present
Job Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors 2004 - Present
Amdahl Corporation 1985 - 1999
Skills
Retirement Planning, Business Owner Planning, Comprehensive Financial..., Estate Planning, Charitable Planning, Investment Planning, Employee Benefits, Qualified Plans ..., Business Succession..., Insurance and Personal..., Personal Financial...
Education
University of Cincinnati
Bachelor of Business Administration (B.B.A.)
Lincoln Financial Advisors 2004 - Present
Amdahl Corporation 1985 - 1999
Skills
Retirement Planning, Business Owner Planning, Comprehensive Financial..., Estate Planning, Charitable Planning, Investment Planning, Employee Benefits, Qualified Plans ..., Business Succession..., Insurance and Personal..., Personal Financial...
Education
University of Cincinnati
Bachelor of Business Administration (B.B.A.)
Brad Cady Brad Cady's Lincoln Financial Advisors Experience September 2010 - March 2011
Job VP Business Development NFP
Industry Financial Services
Experience
NFP Advisor Services November 2013 - Present
Independent Financial Group LLC March 2011 - October 2013
Lincoln Financial Advisors September 2010 - March 2011
LPL Financial November 2002 - August 2010
Education
The University of Connecticut 1995 — 2000
BS, Finance, General
NFP Advisor Services November 2013 - Present
Independent Financial Group LLC March 2011 - October 2013
Lincoln Financial Advisors September 2010 - March 2011
LPL Financial November 2002 - August 2010
Education
The University of Connecticut 1995 — 2000
BS, Finance, General
William T. Rabbitt, CFP, CHFC's Lincoln Financial Advisors Experience June 1998 - June 2003
Job Managing Member at Private Capital Group, LLC
Industry Financial Services
Experience
Private Capital Group, LLC June 2003 - Present
Lincoln Financial Advisors June 1998 - June 2003
CIGNA Financial Advisors, Inc. July 1993 - June 1998
Skills
FINRA, Private Equity, Investments, Wealth, Retirement, Securities
Education
United States Military Academy at West Point 1982 — 1985
BS, Engineering
Private Capital Group, LLC June 2003 - Present
Lincoln Financial Advisors June 1998 - June 2003
CIGNA Financial Advisors, Inc. July 1993 - June 1998
Skills
FINRA, Private Equity, Investments, Wealth, Retirement, Securities
Education
United States Military Academy at West Point 1982 — 1985
BS, Engineering
Brandi Stahl, CFP (r), CRPC (r) Brandi Stahl, CFP (r), CRPC (r)'s Lincoln Financial Advisors Experience October 2002 - Present
Job Financial Planner at Retirement Security Centers and Lincoln Financial Advisors
Industry Financial Services
Experience
Retirement Security Centers January 2013 - Present
Lincoln Financial Advisors October 2002 - Present
Education
UC Davis 1997 — 2001
Bachelor of Economics
Retirement Security Centers January 2013 - Present
Lincoln Financial Advisors October 2002 - Present
Education
UC Davis 1997 — 2001
Bachelor of Economics
Ken Kideckel, CFA Ken Kideckel, CFA's Lincoln Financial Advisors Experience January 2003 - February 2005
Job Principal at SightLine Investments LLC
Industry Financial Services
Experience
SightLine Investments LLC June 2010 - Present
FolioDynamix 2005 - June 2010
Lincoln Financial Advisors January 2003 - February 2005
Towers Watson January 1998 - January 2003
Bear Stearns January 1995 - January 2000
Education
Villanova University
Masters, Taxation
NYU Stern School of Business 1994 — 1999
MBA, Finance
University of Michigan
AB, Economics
SightLine Investments LLC June 2010 - Present
FolioDynamix 2005 - June 2010
Lincoln Financial Advisors January 2003 - February 2005
Towers Watson January 1998 - January 2003
Bear Stearns January 1995 - January 2000
Education
Villanova University
Masters, Taxation
NYU Stern School of Business 1994 — 1999
MBA, Finance
University of Michigan
AB, Economics
Robert E Bortz Jr, CFP® Robert E Bortz Jr, CFP®'s Lincoln Financial Advisors Experience June 1998 - August 2008
Job Principal at Paramount Financial Strategies, helping you create, implement & update the financial plan for your future.
Industry Financial Services
Experience
AXA Advisors, LLC August 2008 - Present
Lincoln Financial Advisors June 1998 - August 2008
CIGNA Financial Advisors, Inc July 1982 - June 1998
Skills
Wealth Management, Financial Planning, Investment Strategies, Tax-advantaged..., Financial Services, Insurance Planning, Estate Planning, Retirement Planning, Client Education, Risk Management, Wealth Preservation..., Investments, Retirement, Financial Analysis, Life Insurance, Long Term Care Insurance
Education
University of Missouri-Columbia 1977 — 1981
AXA Advisors, LLC August 2008 - Present
Lincoln Financial Advisors June 1998 - August 2008
CIGNA Financial Advisors, Inc July 1982 - June 1998
Skills
Wealth Management, Financial Planning, Investment Strategies, Tax-advantaged..., Financial Services, Insurance Planning, Estate Planning, Retirement Planning, Client Education, Risk Management, Wealth Preservation..., Investments, Retirement, Financial Analysis, Life Insurance, Long Term Care Insurance
Education
University of Missouri-Columbia 1977 — 1981
Julia Carpenter Smith Julia Carpenter Smith's Lincoln Financial Advisors Experience September 2011 - February 2012
Job Highly Motivated and Experienced Financial Advisor, LPL Financial
Industry Financial Services
Experience
Colorado Financial Partners February 2012 - Present
Lincoln Financial Advisors September 2011 - February 2012
Dasgupta and Perron March 2008 - June 2011
Jackson National Life November 2005 - March 2008
Jackson November 2004 - November 2005
CB Richard Ellis January 2004 - May 2004
Education
University of Colorado Boulder 2000 — 2004
BS, Finance
Colorado Financial Partners February 2012 - Present
Lincoln Financial Advisors September 2011 - February 2012
Dasgupta and Perron March 2008 - June 2011
Jackson National Life November 2005 - March 2008
Jackson November 2004 - November 2005
CB Richard Ellis January 2004 - May 2004
Education
University of Colorado Boulder 2000 — 2004
BS, Finance
Chuck Dunham, CFP®, CRPC®, ChFC, CLU Chuck Dunham, CFP®, CRPC®, ChFC, CLU's Lincoln Financial Advisors Experience March 2003 - August 2013
Job Comprehensive Wealth Planner at First Financial Group serving select individuals, families and corporate executives
Industry Financial Services
Experience
First Financial Group October 1983 - Present
Lincoln Financial Advisors March 2003 - August 2013
Skills
Retirement Planning, Wealth Management, Asset Management, Portfolio Management, Investments, Investment Advisory, Mutual Funds, Estate Planning, Insurance, Personal Finance, Financial Advisory, Strategic Financial..., 401k, Disability Insurance, Retirement, Small Business, Financial Planners, Life Insurance, Investment Strategies, Finance, Long-term Care, Personal Financial..., Fixed Annuities, Asset Allocation, IRAs, Financial Planning, Annuities, Insurance Planning, Long Term Care, Series 63, Series 65, Series 7, Securities, Wealth, Series 6
Education
University of Alabama at Birmingham 1977 — 1978
Masters of Business Administration, Business Administration
Vanderbilt University 1971 — 1975
Bachelor of Arts, Business, Economics
First Financial Group October 1983 - Present
Lincoln Financial Advisors March 2003 - August 2013
Skills
Retirement Planning, Wealth Management, Asset Management, Portfolio Management, Investments, Investment Advisory, Mutual Funds, Estate Planning, Insurance, Personal Finance, Financial Advisory, Strategic Financial..., 401k, Disability Insurance, Retirement, Small Business, Financial Planners, Life Insurance, Investment Strategies, Finance, Long-term Care, Personal Financial..., Fixed Annuities, Asset Allocation, IRAs, Financial Planning, Annuities, Insurance Planning, Long Term Care, Series 63, Series 65, Series 7, Securities, Wealth, Series 6
Education
University of Alabama at Birmingham 1977 — 1978
Masters of Business Administration, Business Administration
Vanderbilt University 1971 — 1975
Bachelor of Arts, Business, Economics
Bill Fortner Bill Fortner's Lincoln Financial Advisors Experience June 2013 - Present
Job Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors June 2013 - Present
MetLife January 2011 - May 2013
Hartford Life July 2001 - January 2011
Bank of America March 1991 - July 1998
Bank of America Merchant Services March 1991 - April 1996
Skills
Life Insurance, Insurance, Estate Planning, Leadership, Management, Series 63, Series 7, Series 24
Education
University of Southern California 1986 — 1990
BA, Social Science and Communication
De La Salle High School 1983 — 1986
Lincoln Financial Advisors June 2013 - Present
MetLife January 2011 - May 2013
Hartford Life July 2001 - January 2011
Bank of America March 1991 - July 1998
Bank of America Merchant Services March 1991 - April 1996
Skills
Life Insurance, Insurance, Estate Planning, Leadership, Management, Series 63, Series 7, Series 24
Education
University of Southern California 1986 — 1990
BA, Social Science and Communication
De La Salle High School 1983 — 1986
Tyler G. Bernard, MBA, CFP ®'s Lincoln Financial Advisors Experience May 2011 - Present
Job Paraplanner/Registered Assistant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2011 - Present
First Bankers' Banc Securities, Inc June 2008 - September 2010
Wolf Creek Country Club June 2008 - December 2009
Skills
Investments, Bloomberg, Series 7, Fixed Income, Asset Allocation, Valuation, Customer Service, Investment Strategies, Securities, Portfolio Management, Mutual Funds, Series 66, Financial Planners, Microsoft Excel, Retirement Planning, Finance, Financial Modeling, Financial Planning
Education
University of Denver - Daniels College of Business 2012 — 2013
Master of Business Administration (MBA), Finance, General
University of Denver - Daniels College of Business 2008 — 2012
Bachelor's degree, Accounting
Universidad Internancional Menéndez Pelayo - Sevilla, Spain 2010 — 2010
International Studies
Lincoln Financial Advisors May 2011 - Present
First Bankers' Banc Securities, Inc June 2008 - September 2010
Wolf Creek Country Club June 2008 - December 2009
Skills
Investments, Bloomberg, Series 7, Fixed Income, Asset Allocation, Valuation, Customer Service, Investment Strategies, Securities, Portfolio Management, Mutual Funds, Series 66, Financial Planners, Microsoft Excel, Retirement Planning, Finance, Financial Modeling, Financial Planning
Education
University of Denver - Daniels College of Business 2012 — 2013
Master of Business Administration (MBA), Finance, General
University of Denver - Daniels College of Business 2008 — 2012
Bachelor's degree, Accounting
Universidad Internancional Menéndez Pelayo - Sevilla, Spain 2010 — 2010
International Studies
Jonathan Maniery's Lincoln Financial Advisors Experience June 2010 - January 2011
Job Portfolio Risk Analyst at Ares Management
Industry Investment Management
Experience
Ares Management January 2015 - Present
Western Asset Management January 2014 - January 2015
Horizon Technology, Horizon Display October 2012 - December 2013
PAR Environmental Services June 2008 - June 2012
Lincoln Financial Advisors June 2010 - January 2011
Skills
Market Research
Education
University of California, Davis 2010 — 2012
Bachelor of Arts (B.A.), Economics
Ares Management January 2015 - Present
Western Asset Management January 2014 - January 2015
Horizon Technology, Horizon Display October 2012 - December 2013
PAR Environmental Services June 2008 - June 2012
Lincoln Financial Advisors June 2010 - January 2011
Skills
Market Research
Education
University of California, Davis 2010 — 2012
Bachelor of Arts (B.A.), Economics
Frank Timmons Frank Timmons's Lincoln Financial Advisors Experience August 1989 - Present
Job Practice Manager at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors August 1989 - Present
Education
University of Rio Grande and Rio Grande Community College 1975 — 1976
Communication and Voice Performance
Lincoln Financial Advisors August 1989 - Present
Education
University of Rio Grande and Rio Grande Community College 1975 — 1976
Communication and Voice Performance
Sharon Williams, CRPC Sharon Williams, CRPC's Lincoln Financial Advisors Experience May 2005 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Lincoln Financial Advisors May 2005 - Present
Skills
Retirement, Investments, Life Insurance, Financial Services, Estate Planning, Financial Goals, Retirement Planning, Mutual Funds, Long-term Care, Investment Advisory, Term Life Insurance, IRAs, Strategic Financial..., 401k, Wealth Accumulation, Financial Planners, Succession Planning, Fixed Annuities, Wealth Management, 401k Rollovers, Financial Advisory, Asset Allocation, Variable Annuities, Insurance, Investment Strategies
Education
University of Oklahoma 1976 — 1979
BBA, Marketing and Finance
Lincoln Financial Advisors May 2005 - Present
Skills
Retirement, Investments, Life Insurance, Financial Services, Estate Planning, Financial Goals, Retirement Planning, Mutual Funds, Long-term Care, Investment Advisory, Term Life Insurance, IRAs, Strategic Financial..., 401k, Wealth Accumulation, Financial Planners, Succession Planning, Fixed Annuities, Wealth Management, 401k Rollovers, Financial Advisory, Asset Allocation, Variable Annuities, Insurance, Investment Strategies
Education
University of Oklahoma 1976 — 1979
BBA, Marketing and Finance
Ross Ainley Ross Ainley's Lincoln Financial Advisors Experience 1979 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors 1979 - Present
Skills
Financial Planning, Investments, Retirement Planning, Insurance, Finance, Estate Planning, Wealth Management, Securities, Wealth, Retirement
Education
University of Connecticut
Bachelor of Science (B.S.), Accounting
University of Connecticut
Lincoln Financial Advisors 1979 - Present
Skills
Financial Planning, Investments, Retirement Planning, Insurance, Finance, Estate Planning, Wealth Management, Securities, Wealth, Retirement
Education
University of Connecticut
Bachelor of Science (B.S.), Accounting
University of Connecticut
Tom Kluksdahl, CPA Tom Kluksdahl, CPA's Lincoln Financial Advisors Experience January 2000 - January 2004
Job CFO/Controller Services
Industry Accounting
Experience
Corporate Financial Consulting July 2010 - Present
SRC Land Development Corporation July 2006 - June 2010
Moss Adams, CPA's December 2004 - June 2006
Lincoln Financial Advisors January 2000 - January 2004
McGladrey & Pullen January 2001 - April 2003
PKF January 1996 - January 2000
Skills
Accounting, Project Management, Auditing, Internal Controls, Cash Flow, Financial Reporting, Due Diligence, Cash Management, CPA, Forecasting, GAAP, Financial Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles
Sociology
Corporate Financial Consulting July 2010 - Present
SRC Land Development Corporation July 2006 - June 2010
Moss Adams, CPA's December 2004 - June 2006
Lincoln Financial Advisors January 2000 - January 2004
McGladrey & Pullen January 2001 - April 2003
PKF January 1996 - January 2000
Skills
Accounting, Project Management, Auditing, Internal Controls, Cash Flow, Financial Reporting, Due Diligence, Cash Management, CPA, Forecasting, GAAP, Financial Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles
Sociology
Thomas J. T.J. Prieur Thomas J. T.J. Prieur's Lincoln Financial Advisors Experience October 2003 - Present
Job Registered Representitive at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors October 2003 - Present
Small Business Insight August 2009 - August 2011
Lincoln Financial Advisors October 2006 - July 2008
Morgan Stanley September 2000 - November 2003
U. S. Navy May 1993 - September 2000
Education
United States Naval Academy 1989 — 1993
Bachelor of Science (BS), English Literature
Lincoln Financial Advisors October 2003 - Present
Small Business Insight August 2009 - August 2011
Lincoln Financial Advisors October 2006 - July 2008
Morgan Stanley September 2000 - November 2003
U. S. Navy May 1993 - September 2000
Education
United States Naval Academy 1989 — 1993
Bachelor of Science (BS), English Literature
Rebecca Pace's Lincoln Financial Advisors Experience 2002 - 2005
Job Tax Manager at Orcutt & Co., CPA's
Industry Accounting
Experience
Vorys, Sater, Seymour and Pease LLP 2009 - 2011
Callinan Law 2008 - 2009
Pace Advisors, LLC 2005 - 2008
University of Cincinnati, Communiversity 2005 - 2008
Lincoln Financial Advisors 2002 - 2005
Skills
Accounting, RIA / CCH Research, TValue software, Trust Accounting, CS Ultra Tax, Tax Return Preparation, Trusts, Estate Settlement, Alternative Dispute..., Financial Analysis, Budgeting, Employee Benefits, Compliance, Financial Planning, Financial Reporting, Financial Modeling, Forensic Accounting, Litigation Support, Public Relations, Problem Solving, Public Speaking, Teamwork, Income Tax Planning, Strategic Financial..., Microsoft Excel, Tax, Income Tax, Tax Preparation, Budgets, Strategy, Software Documentation, CPA, Investments, Finance, Estate Planning, Financial Planners, Variance Analysis, Training, Insurance, Tax Accounting, Tax Research, Management, Retirement Planning, Cash Flow, Analysis
Education
Univ of Cincinnati
Bachelor, Business, Accounting
University of California, Irvine
Certificate, Financial Planning
University of Cincinnati
Certificate, Paralegal Technology
Vorys, Sater, Seymour and Pease LLP 2009 - 2011
Callinan Law 2008 - 2009
Pace Advisors, LLC 2005 - 2008
University of Cincinnati, Communiversity 2005 - 2008
Lincoln Financial Advisors 2002 - 2005
Skills
Accounting, RIA / CCH Research, TValue software, Trust Accounting, CS Ultra Tax, Tax Return Preparation, Trusts, Estate Settlement, Alternative Dispute..., Financial Analysis, Budgeting, Employee Benefits, Compliance, Financial Planning, Financial Reporting, Financial Modeling, Forensic Accounting, Litigation Support, Public Relations, Problem Solving, Public Speaking, Teamwork, Income Tax Planning, Strategic Financial..., Microsoft Excel, Tax, Income Tax, Tax Preparation, Budgets, Strategy, Software Documentation, CPA, Investments, Finance, Estate Planning, Financial Planners, Variance Analysis, Training, Insurance, Tax Accounting, Tax Research, Management, Retirement Planning, Cash Flow, Analysis
Education
Univ of Cincinnati
Bachelor, Business, Accounting
University of California, Irvine
Certificate, Financial Planning
University of Cincinnati
Certificate, Paralegal Technology
Fred Galison Fred Galison's Lincoln Financial Advisors Experience 2000 - 2007
Job Owner at GP Real Estate
Industry Real Estate
Experience
GP Real Estate 2007 - Present
Lincoln Financial Advisors 2000 - 2007
Skills
Investments, Brokerage, Tenant, Property Management, Real Estate Economics, Strategic Planning, Real Estate, Asset Managment, Estate Planning, Foreclosures, Investment Properties, REO, Real Estate Transactions, Real Property, Short Sales, Asset Management
Education
University of Florida 1975 — 1979
BSBA, Finance
GP Real Estate 2007 - Present
Lincoln Financial Advisors 2000 - 2007
Skills
Investments, Brokerage, Tenant, Property Management, Real Estate Economics, Strategic Planning, Real Estate, Asset Managment, Estate Planning, Foreclosures, Investment Properties, REO, Real Estate Transactions, Real Property, Short Sales, Asset Management
Education
University of Florida 1975 — 1979
BSBA, Finance
Gerald Franks Gerald Franks's Lincoln Financial Advisors Experience July 2005 - April 2011
Job doctoral student at University of Alabama
Industry Higher Education
Experience
University of Alabama August 2006 - Present
Lincoln Financial Advisors July 2005 - April 2011
Skills
Data Analysis, Research, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Leadership, Microsoft Word, Customer Service, Outlook, Teamwork, Budgets, Analysis, Strategic Planning, Event Planning, Teaching, Social Media, Non-profits, Access, Community Outreach, Editing, Fundraising, Higher Education, Leadership Development, Nonprofits, Social Networking, Staff Development, Statistics, Time Management
Education
University of Alabama 2006 — 2012
Ph.D., Instructional Leadership
University of Alabama 2007 — 2008
MS, Marketing
University of Alabama 2006 — 2008
MS, Finance
University of Alabama in Huntsville 1980 — 1990
University of Alabama in Huntsville 1983 — 1988
BSE, Chemical Engineering
University of Alabama August 2006 - Present
Lincoln Financial Advisors July 2005 - April 2011
Skills
Data Analysis, Research, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Leadership, Microsoft Word, Customer Service, Outlook, Teamwork, Budgets, Analysis, Strategic Planning, Event Planning, Teaching, Social Media, Non-profits, Access, Community Outreach, Editing, Fundraising, Higher Education, Leadership Development, Nonprofits, Social Networking, Staff Development, Statistics, Time Management
Education
University of Alabama 2006 — 2012
Ph.D., Instructional Leadership
University of Alabama 2007 — 2008
MS, Marketing
University of Alabama 2006 — 2008
MS, Finance
University of Alabama in Huntsville 1980 — 1990
University of Alabama in Huntsville 1983 — 1988
BSE, Chemical Engineering
Norbert Lieblang Norbert Lieblang's Lincoln Financial Advisors Experience February 2003 - June 2005
Job Personal Financial Representative at Allstate
Industry Insurance
Experience
Allstate April 2009 - Present
Allstate Financial August 2005 - April 2009
Lincoln Financial Advisors February 2003 - June 2005
Omni Financial Group November 1996 - February 2003
Keller Graduate School of Management 1998 - 2000
General Board of Pensions 1989 - 1996
Skokie Federal 1980 - 1989
Education
University of Illinois at Chicago 1976 — 1980
Keller Graduate School of Management
MBA, Finance
Allstate April 2009 - Present
Allstate Financial August 2005 - April 2009
Lincoln Financial Advisors February 2003 - June 2005
Omni Financial Group November 1996 - February 2003
Keller Graduate School of Management 1998 - 2000
General Board of Pensions 1989 - 1996
Skokie Federal 1980 - 1989
Education
University of Illinois at Chicago 1976 — 1980
Keller Graduate School of Management
MBA, Finance
John Towers, CRPC®'s Lincoln Financial Advisors Experience September 2002 - Present
Job Private Wealth Advisor/Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors September 2002 - Present
various Institutional Fixed Income shops in Chicago June 1983 - September 2000
Arthur Andersen & Company August 1981 - June 1983
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Investment Advisory, Insurance, Asset Allocation, Risk Management, Strategic Planning, Employee Benefits, Securities, Wealth, Management, Bonds
Education
University of Illinois at Urbana-Champaign 1977 — 1981
B.S., Economics & Finance
Hinsdale Township High School Central 1973 — 1977
Lincoln Financial Advisors September 2002 - Present
various Institutional Fixed Income shops in Chicago June 1983 - September 2000
Arthur Andersen & Company August 1981 - June 1983
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Investment Advisory, Insurance, Asset Allocation, Risk Management, Strategic Planning, Employee Benefits, Securities, Wealth, Management, Bonds
Education
University of Illinois at Urbana-Champaign 1977 — 1981
B.S., Economics & Finance
Hinsdale Township High School Central 1973 — 1977
Leigh Fisher, CLU, LUTCF Leigh Fisher, CLU, LUTCF's Lincoln Financial Advisors Experience 1995 - 1997
Job Enrollment Coordination Manager at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2013 - Present
Allstate Benefits (Allstate Workplace Division/American Heritage Life) 1999 - 2002
Allstate Benefits (Allstate Workplace Division/American Heritage Life) 1997 - 1999
Lincoln Financial Advisors 1995 - 1997
Unum 1992 - 1994
Skills
Voluntary Employee..., Insurance, Employee Benefits, Group Benefit Plans, Brokers, Recruiting, Customer Service, Training, Sales Management, Marketing, Management, Sales, Process Improvement, Strategy, Human Resources, Analysis, Marketing Strategy, Interviews, Leadership, Health Insurance, Disability Insurance
Education
Trinity College, Vermont 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
University of London 1990 — 1991
Year abroad, Business Administration and Management, General
Catherine McAuley
Lincoln Financial Group August 2013 - Present
Allstate Benefits (Allstate Workplace Division/American Heritage Life) 1999 - 2002
Allstate Benefits (Allstate Workplace Division/American Heritage Life) 1997 - 1999
Lincoln Financial Advisors 1995 - 1997
Unum 1992 - 1994
Skills
Voluntary Employee..., Insurance, Employee Benefits, Group Benefit Plans, Brokers, Recruiting, Customer Service, Training, Sales Management, Marketing, Management, Sales, Process Improvement, Strategy, Human Resources, Analysis, Marketing Strategy, Interviews, Leadership, Health Insurance, Disability Insurance
Education
Trinity College, Vermont 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
University of London 1990 — 1991
Year abroad, Business Administration and Management, General
Catherine McAuley
Patrick Twiest's Lincoln Financial Advisors Experience October 2012 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors October 2012 - Present
Thompson Financial Group September 2010 - October 2012
Derse Morgen August 2005 - September 2010
Ameriprise Financial December 1992 - September 2003
Skills
Comprehensive Financial..., Financial Services, Mutual Funds, Financial Planning, Financial Advisory, Investments, Wealth, Retirement Planning, Wealth Management
Education
University of Minnesota-Twin Cities 1980 — 1984
Bachelor's degree, Accounting
Lincoln Financial Advisors October 2012 - Present
Thompson Financial Group September 2010 - October 2012
Derse Morgen August 2005 - September 2010
Ameriprise Financial December 1992 - September 2003
Skills
Comprehensive Financial..., Financial Services, Mutual Funds, Financial Planning, Financial Advisory, Investments, Wealth, Retirement Planning, Wealth Management
Education
University of Minnesota-Twin Cities 1980 — 1984
Bachelor's degree, Accounting
Kara Duggan Bailys Kara Duggan Bailys's Lincoln Financial Advisors Experience February 2005 - December 2009
Job AVP, Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Deutsche Bank December 2010 - July 2013
Brower Financial Group/Cambridge Investment Research January 2010 - November 2010
Lincoln Financial Advisors February 2005 - December 2009
Merrill Lynch February 2004 - 2005
Skills
Series 7, Investments, Equities, Series 66, Asset Allocation, Portfolio Management, Securities, Financial Advisory, Training, Mutual Funds, Fixed Income, Alternative Investments, Investment Advisory, Series 26, Uniform Combined State..., Insurance, Finance, Investment Strategies, Estate Planning, Wealth Management, Strategic Financial..., Retirement Planning, Private Equity, FINRA, Structured Products, Fixed Annuities, Financial Services, Wealth Management..., Trading, Options, Series 10, Series 9
Education
University of Florida 1995 — 1999
B.S., Psychology
Merrill Lynch July 2013 - Present
Deutsche Bank December 2010 - July 2013
Brower Financial Group/Cambridge Investment Research January 2010 - November 2010
Lincoln Financial Advisors February 2005 - December 2009
Merrill Lynch February 2004 - 2005
Skills
Series 7, Investments, Equities, Series 66, Asset Allocation, Portfolio Management, Securities, Financial Advisory, Training, Mutual Funds, Fixed Income, Alternative Investments, Investment Advisory, Series 26, Uniform Combined State..., Insurance, Finance, Investment Strategies, Estate Planning, Wealth Management, Strategic Financial..., Retirement Planning, Private Equity, FINRA, Structured Products, Fixed Annuities, Financial Services, Wealth Management..., Trading, Options, Series 10, Series 9
Education
University of Florida 1995 — 1999
B.S., Psychology
Emily Lafferty's Lincoln Financial Advisors Experience May 1997 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 1997 - Present
Skills
Series 7, Series 63, Strategic Financial..., Mutual Funds, Investments, Retirement, Wealth Management, Investment Advisory, Estate Planning, Wealth Accumulation, Asset Allocation, Investment Strategies, Wealth, Financial Advisory, Financial Goals, Securities, Personal Financial..., Financial Analysis, IRAs
Education
University of Minnesota-Duluth
Bachelor of Business Administration (B.B.A.), Finance, General
Lincoln Financial Advisors May 1997 - Present
Skills
Series 7, Series 63, Strategic Financial..., Mutual Funds, Investments, Retirement, Wealth Management, Investment Advisory, Estate Planning, Wealth Accumulation, Asset Allocation, Investment Strategies, Wealth, Financial Advisory, Financial Goals, Securities, Personal Financial..., Financial Analysis, IRAs
Education
University of Minnesota-Duluth
Bachelor of Business Administration (B.B.A.), Finance, General
Patrick Thuecks Patrick Thuecks's Lincoln Financial Advisors Experience 1993 - 2001
Job Managing Partner at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group January 2014 - Present
Planning Partners Financial Group, Mn. June 2001 - February 2013
New England Financial June 2001 - June 2005
Lincoln Financial Advisors 1993 - 2001
Skills
Financial Planning, Asset Allocation, Investment Advisory, Estate Planning, Coaching, Marketing Strategy, Social Networking, Insurance, Mutual Funds, Strategic Financial..., Investments, Financial Services, Disability Insurance, Securities, Life Insurance, Retirement Planning, Finance, Term Life Insurance, Retirement, Long-term Care, Management, New Business Development, Long Term Care Insurance, Small Business, Financial Advisory, Wealth Management
Education
University of Minnesota - Carlson School of Management 1986 — 1990
Business, Finance and Marketing
Spectrum Financial Group January 2014 - Present
Planning Partners Financial Group, Mn. June 2001 - February 2013
New England Financial June 2001 - June 2005
Lincoln Financial Advisors 1993 - 2001
Skills
Financial Planning, Asset Allocation, Investment Advisory, Estate Planning, Coaching, Marketing Strategy, Social Networking, Insurance, Mutual Funds, Strategic Financial..., Investments, Financial Services, Disability Insurance, Securities, Life Insurance, Retirement Planning, Finance, Term Life Insurance, Retirement, Long-term Care, Management, New Business Development, Long Term Care Insurance, Small Business, Financial Advisory, Wealth Management
Education
University of Minnesota - Carlson School of Management 1986 — 1990
Business, Finance and Marketing
John Lattarulo, CFP® John Lattarulo, CFP®'s Lincoln Financial Advisors Experience August 2006 - March 2008
Job Owner at JBL Wealth Strategies
Industry Financial Services
Experience
JBL Wealth Strategies January 2013 - Present
Alpha Global Investments January 2011 - December 2012
TD Ameritrade March 2008 - September 2010
Lincoln Financial Advisors August 2006 - March 2008
SAIC September 1999 - March 2006
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Investment Management, Investment Strategies
Education
University of California, Los Angeles 2010 — 2011
Personal Financial Planning Certification, Financial Planning
University of Arizona 1994 — 1996
BSBA, Finance
JBL Wealth Strategies January 2013 - Present
Alpha Global Investments January 2011 - December 2012
TD Ameritrade March 2008 - September 2010
Lincoln Financial Advisors August 2006 - March 2008
SAIC September 1999 - March 2006
Skills
Wealth Management, Strategic Financial..., Portfolio Management, Investment Management, Investment Strategies
Education
University of California, Los Angeles 2010 — 2011
Personal Financial Planning Certification, Financial Planning
University of Arizona 1994 — 1996
BSBA, Finance
Darrin McAninch, CFP Darrin McAninch, CFP's Lincoln Financial Advisors Experience September 1992 - Present
Job Managing Principal at Lincoln Financial Advisors
Industry Research
Experience
Lincoln Financial Advisors September 1992 - Present
Education
University of Cincinnati College of Business 1987 — 1992
Bachelors of Science, Finance and Marketing
Lincoln Financial Advisors September 1992 - Present
Education
University of Cincinnati College of Business 1987 — 1992
Bachelors of Science, Finance and Marketing
Marjorie Snelling Marjorie Snelling's Lincoln Financial Advisors Experience June 2009 - December 2011
Job Chief Operating Officer, Wealth Management Division at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company November 2011 - Present
Lincoln Financial Advisors June 2009 - December 2011
Lincoln Financial Group March 2005 - February 2009
Consultant 1999 - 2005
CoreStates Financial Corp 1985 - 1998
Skills
Wealth Management, Retirement Planning
Education
University of Pennsylvania
BS, Economics
The Bryn Mawr Trust Company November 2011 - Present
Lincoln Financial Advisors June 2009 - December 2011
Lincoln Financial Group March 2005 - February 2009
Consultant 1999 - 2005
CoreStates Financial Corp 1985 - 1998
Skills
Wealth Management, Retirement Planning
Education
University of Pennsylvania
BS, Economics
Michael Acho Michael Acho's Lincoln Financial Advisors Experience April 2006 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Lincoln Financial Advisors April 2006 - Present
Skills
Financial Advisory, Risk Management, Asset Management, Estate Planning, Retirement, Insurance, Securities, Wealth Management, Succession Planning, Investments, Strategic Planning, Asset Allocation, Series 63, Portfolio Management, Mutual Funds, Finance, Retirement Planning, Small Business, Series 7, New Business Development, 401k, Tax, Strategic Financial..., Investment Advisory, Wealth, Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 1989 — 1990
MBA, Business
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Business
Lincoln Financial Advisors April 2006 - Present
Skills
Financial Advisory, Risk Management, Asset Management, Estate Planning, Retirement, Insurance, Securities, Wealth Management, Succession Planning, Investments, Strategic Planning, Asset Allocation, Series 63, Portfolio Management, Mutual Funds, Finance, Retirement Planning, Small Business, Series 7, New Business Development, 401k, Tax, Strategic Financial..., Investment Advisory, Wealth, Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 1989 — 1990
MBA, Business
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Business
Andrew Babiec's Lincoln Financial Advisors Experience December 2003 - June 2004
Job Director of Software Technology at Tallan
Industry Computer Software
Experience
Tallan May 1997 - Present
Waste Management September 2011 - October 2014
OAKLEAF Waste Management 2006 - 2010
XL Capital October 2005 - December 2005
Evolution Benefits June 2005 - October 2005
American Payment Systems October 2004 - May 2005
ColumbiaHouse.com June 2004 - October 2004
Lincoln Financial Advisors December 2003 - June 2004
American Payment Systems May 2003 - December 2003
MSS*Group July 2002 - May 2003
Skills
MS Project, BizTalk, Microsoft SQL Server, TFS, ASP.NET, EAI, Solution Architecture, SDLC, Scrum, IIS, ALM, C#, Silverlight, Microsoft CRM, Windows Server, REST, ESB, Visual Studio, .NET, Software Development, SharePoint, T-SQL, Agile Methodologies, SOA, Integration, Enterprise Architecture, JavaScript, Oracle, WCF, Web Services, Java Enterprise Edition, SSRS, XML, Architecture, Agile Project Management, SSIS, ASP.NET MVC, Test Driven Development, Windows Azure, Entity Framework, Web Applications, LINQ
Education
University of Connecticut 1992 — 1997
BS, MIS - School of Business
Tallan May 1997 - Present
Waste Management September 2011 - October 2014
OAKLEAF Waste Management 2006 - 2010
XL Capital October 2005 - December 2005
Evolution Benefits June 2005 - October 2005
American Payment Systems October 2004 - May 2005
ColumbiaHouse.com June 2004 - October 2004
Lincoln Financial Advisors December 2003 - June 2004
American Payment Systems May 2003 - December 2003
MSS*Group July 2002 - May 2003
Skills
MS Project, BizTalk, Microsoft SQL Server, TFS, ASP.NET, EAI, Solution Architecture, SDLC, Scrum, IIS, ALM, C#, Silverlight, Microsoft CRM, Windows Server, REST, ESB, Visual Studio, .NET, Software Development, SharePoint, T-SQL, Agile Methodologies, SOA, Integration, Enterprise Architecture, JavaScript, Oracle, WCF, Web Services, Java Enterprise Edition, SSRS, XML, Architecture, Agile Project Management, SSIS, ASP.NET MVC, Test Driven Development, Windows Azure, Entity Framework, Web Applications, LINQ
Education
University of Connecticut 1992 — 1997
BS, MIS - School of Business
Gerry Moneypenny, RFC Gerry Moneypenny, RFC's Lincoln Financial Advisors Experience August 2004 - October 2007
Job Financial Advisor at Foothill Securities
Industry Financial Services
Experience
Foothill Securities, Inc November 2007 - Present
Lincoln Financial Advisors August 2004 - October 2007
Wellspring Capital Management June 2002 - July 2004
Skills
Retirement Planning, Investments, Investment Advisory, Wealth Management, Strategic Financial...
Education
University of Maryland College Park 1965 — 1969
BS, Marketing
Foothill Securities, Inc November 2007 - Present
Lincoln Financial Advisors August 2004 - October 2007
Wellspring Capital Management June 2002 - July 2004
Skills
Retirement Planning, Investments, Investment Advisory, Wealth Management, Strategic Financial...
Education
University of Maryland College Park 1965 — 1969
BS, Marketing
Timothy McIlwain, AAMS & CRPC Timothy McIlwain, AAMS & CRPC's Lincoln Financial Advisors Experience April 2001 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Lincoln Financial Advisors April 2001 - Present
Foundation for Madison Public Schools October 2011 - Present
Skills
Retirement Planning, Financial Planning, Investments, Estate Planning, Wealth Management, Employer Benefits
Education
University of Hertfordshire 2000 — 2001
International Finance
University of Wisconsin-Whitewater 1995 — 2001
BA, Marketing, Finance
Lincoln Financial Advisors April 2001 - Present
Foundation for Madison Public Schools October 2011 - Present
Skills
Retirement Planning, Financial Planning, Investments, Estate Planning, Wealth Management, Employer Benefits
Education
University of Hertfordshire 2000 — 2001
International Finance
University of Wisconsin-Whitewater 1995 — 2001
BA, Marketing, Finance
James R. Schaffer Jr. AIF® CRPC® James R. Schaffer Jr. AIF® CRPC®'s Lincoln Financial Advisors Experience 1992 - Present
Job President, Waypoint Partners Building, Preserving and Empowering Wealth for Individuals and Corporate Retirement Plans
Industry Financial Services
Experience
Waypoint Partners December 2008 - Present
Lincoln Financial Advisors 1992 - Present
Next Generation Education 2007 - 2009
Skills
Estate Planning, Wealth Management, Financial Planners, Retirement Planning, Insurance Planning, Corporate Retirement...
Education
Case Western Reserve University - Weatherhead School of Management 1981 — 1982
MBA, Finance
University of Michigan 1979 — 1981
Bachelor's degree, LSA/ Economics
Waypoint Partners December 2008 - Present
Lincoln Financial Advisors 1992 - Present
Next Generation Education 2007 - 2009
Skills
Estate Planning, Wealth Management, Financial Planners, Retirement Planning, Insurance Planning, Corporate Retirement...
Education
Case Western Reserve University - Weatherhead School of Management 1981 — 1982
MBA, Finance
University of Michigan 1979 — 1981
Bachelor's degree, LSA/ Economics
Audrey Wobst's Lincoln Financial Advisors Experience May 2013 - June 2014
Job MBA Candidate at The College of William and Mary
Industry Management Consulting
Experience
Deloitte May 2015 - August 2015
Lincoln Financial Advisors May 2013 - June 2014
Lincoln Financial Group July 2011 - July 2013
Lincoln Financial Group April 2012 - May 2013
Lincoln Financial Group July 2011 - May 2012
Skills
Process Improvement, Leadership, Data Analysis, Recruiting, Tableau, Dashboard, Strategic Planning, Leading Meetings, Meeting Planning, Communication
Education
The College of William and Mary 2014 — 2016
Master of Business Administration (M.B.A.), Mason Scholar
University of Pennsylvania 2007 — 2011
BSE, Bioengineering
Deloitte May 2015 - August 2015
Lincoln Financial Advisors May 2013 - June 2014
Lincoln Financial Group July 2011 - July 2013
Lincoln Financial Group April 2012 - May 2013
Lincoln Financial Group July 2011 - May 2012
Skills
Process Improvement, Leadership, Data Analysis, Recruiting, Tableau, Dashboard, Strategic Planning, Leading Meetings, Meeting Planning, Communication
Education
The College of William and Mary 2014 — 2016
Master of Business Administration (M.B.A.), Mason Scholar
University of Pennsylvania 2007 — 2011
BSE, Bioengineering
Natasha Terekhova Natasha Terekhova's Lincoln Financial Advisors Experience December 2012 - Present
Job Operations Lead at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors December 2012 - Present
Lincoln Financial Advisors March 2011 - December 2012
Insight Wealth Strategies (Lincoln Financial Advisors) September 2008 - March 2011
Skills
Insurance, Wealth Management, Public Speaking, Customer Service, PowerPoint, Securities, Sales, Financial Services
Education
UC Santa Cruz 2004 — 2008
Bachelor of Arts (B.A.), Linguistic, Comparative, and Related Language Studies, Minor in Legal Studies
Lincoln Financial Advisors December 2012 - Present
Lincoln Financial Advisors March 2011 - December 2012
Insight Wealth Strategies (Lincoln Financial Advisors) September 2008 - March 2011
Skills
Insurance, Wealth Management, Public Speaking, Customer Service, PowerPoint, Securities, Sales, Financial Services
Education
UC Santa Cruz 2004 — 2008
Bachelor of Arts (B.A.), Linguistic, Comparative, and Related Language Studies, Minor in Legal Studies
Nikki Goodman Nikki Goodman's Lincoln Financial Advisors Experience December 2014 - Present
Job Investments Coordinator at The Financial Group
Industry Financial Services
Experience
Lincoln Financial Advisors December 2014 - Present
First Allied Securities, Inc. November 2013 - November 2014
First Allied Securities, Inc. January 2011 - March 2013
Greater Oklahoma City Chamber August 2010 - December 2010
Skills
Series 7, Series 63, Microsoft Excel, InDesign, Photoshop, Illustrator, Salesforce.com, HTML, Event Planning, Business Development
Education
University of Oklahoma 2006 — 2010
Bachelor's degree, Advertising
Lincoln Financial Advisors December 2014 - Present
First Allied Securities, Inc. November 2013 - November 2014
First Allied Securities, Inc. January 2011 - March 2013
Greater Oklahoma City Chamber August 2010 - December 2010
Skills
Series 7, Series 63, Microsoft Excel, InDesign, Photoshop, Illustrator, Salesforce.com, HTML, Event Planning, Business Development
Education
University of Oklahoma 2006 — 2010
Bachelor's degree, Advertising
Karen Buxton Karen Buxton's Lincoln Financial Advisors Experience 1999 - 2002
Job Financial Planner at Watermark Asset Management, Inc.
Industry Financial Services
Experience
Watermark Asset Management, Inc. February 2015 - Present
Charles Schwab 2008 - 2014
MetLife 2003 - 2008
La Jolla Wealth Management 2002 - 2003
Lincoln Financial Advisors 1999 - 2002
American Express 1988 - 1999
Skills
Retirement Planning, Financial Planning, Financial Services
Education
University of Kentucky
Bachelor’s Degree, Mathematics
University of Utah
Master’s Degree, Business Administration
University of Utah
Bachelor’s Degree, Accounting
Watermark Asset Management, Inc. February 2015 - Present
Charles Schwab 2008 - 2014
MetLife 2003 - 2008
La Jolla Wealth Management 2002 - 2003
Lincoln Financial Advisors 1999 - 2002
American Express 1988 - 1999
Skills
Retirement Planning, Financial Planning, Financial Services
Education
University of Kentucky
Bachelor’s Degree, Mathematics
University of Utah
Master’s Degree, Business Administration
University of Utah
Bachelor’s Degree, Accounting
Ben Mauch's Lincoln Financial Advisors Experience October 2014 - December 2014
Job Informal Analyst Intern at Ash Brokerage specializing in Application Processing | Data Entry | Life Insurance
Industry Financial Services
Experience
Ash Brokerage July 2015 - Present
Orchard Ridge Country Club April 2007 - Present
Orchard Ridge Country Club August 2009 - Present
Lincoln Financial Advisors October 2014 - December 2014
Skills
Analysis, Public Speaking, Financial Analysis, Term Life Insurance, Whole Life, Customer Service, Business Analysis, Disability Insurance, Market Research, Life Insurance, Long-term Care, Long Term Care Insurance, Fixed Annuities, Annuity Sales, Indexed Annuities, Equity Indexed Annuities, Underwriting, Financial Reporting, Finance, Marketing
Education
University of Saint Francis 2013 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration, Minor: Business Finance and Business Marketing
Ash Brokerage July 2015 - Present
Orchard Ridge Country Club April 2007 - Present
Orchard Ridge Country Club August 2009 - Present
Lincoln Financial Advisors October 2014 - December 2014
Skills
Analysis, Public Speaking, Financial Analysis, Term Life Insurance, Whole Life, Customer Service, Business Analysis, Disability Insurance, Market Research, Life Insurance, Long-term Care, Long Term Care Insurance, Fixed Annuities, Annuity Sales, Indexed Annuities, Equity Indexed Annuities, Underwriting, Financial Reporting, Finance, Marketing
Education
University of Saint Francis 2013 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration, Minor: Business Finance and Business Marketing
David Burgio, PFS, CPA David Burgio, PFS, CPA's Lincoln Financial Advisors Experience January 2011 - Present
Job Comprehensive Wealth Planner at Custom Wealth Strategies
Industry Financial Services
Experience
Lincoln Financial Advisors January 2011 - Present
Custom Wealth Strategies January 2011 - Present
Skills
Retirement Planning, Series 7, Retirement, Estate Planning, Finance, Wealth, Investment Advisory, Strategic Financial..., Wealth Management, Financial Services, Portfolio Management, Financial Planners, Investments, Financial Advisory, Small Business, Investment Strategies, Insurance Planning, Mutual Funds, Financial Planning
Education
SUNY at Buffalo 1988 — 1991
BS, Accounting/Finance
Lincoln Financial Advisors January 2011 - Present
Custom Wealth Strategies January 2011 - Present
Skills
Retirement Planning, Series 7, Retirement, Estate Planning, Finance, Wealth, Investment Advisory, Strategic Financial..., Wealth Management, Financial Services, Portfolio Management, Financial Planners, Investments, Financial Advisory, Small Business, Investment Strategies, Insurance Planning, Mutual Funds, Financial Planning
Education
SUNY at Buffalo 1988 — 1991
BS, Accounting/Finance
Christine Pikutis-Musuneggi, CRPC(R), CLTC's Lincoln Financial Advisors Experience July 2004 - August 2012
Job Financial Planner at The Musuneggi Financial Group, LLC
Industry Financial Services
Experience
The Musuneggi Financial Group, LLC September 2012 - Present
Lincoln Financial Advisors July 2004 - August 2012
Lincoln Financial Advisors July 2004 - March 2009
Allmerica Financial July 1998 - July 2004
Skills
Estate Planning, Retirement Planning, Investment Advisory, Insurance, Strategic Financial..., Long-term Care, Leadership, Disability Insurance, Mentoring, Investments, Retirement Plan..., Financial Advisory, IRAs, Wealth, Series 63, Series 7, Fixed Annuities, Mutual Funds, Securities, Retirement, Asset Allocation, Wealth Management, Small Business, Financial Planners, Marketing Strategy, Recruiting, Transition Planning, Employee Training, Uniform Combined State..., 401k, Series 6, Investment Strategies, FINRA, Life Insurance, Series 65, Long Term Care Insurance, Term Life Insurance, Variable Annuities, Wealth Accumulation, Wealth Management..., Finance, Pensions, Alternative Investments, Investment Management, High Net Worth..., Professional Women, Women Owned Business, Networking, Universal Life, Asset Management
Education
University of Pittsburgh 1993 — 1997
BS
The Musuneggi Financial Group, LLC September 2012 - Present
Lincoln Financial Advisors July 2004 - August 2012
Lincoln Financial Advisors July 2004 - March 2009
Allmerica Financial July 1998 - July 2004
Skills
Estate Planning, Retirement Planning, Investment Advisory, Insurance, Strategic Financial..., Long-term Care, Leadership, Disability Insurance, Mentoring, Investments, Retirement Plan..., Financial Advisory, IRAs, Wealth, Series 63, Series 7, Fixed Annuities, Mutual Funds, Securities, Retirement, Asset Allocation, Wealth Management, Small Business, Financial Planners, Marketing Strategy, Recruiting, Transition Planning, Employee Training, Uniform Combined State..., 401k, Series 6, Investment Strategies, FINRA, Life Insurance, Series 65, Long Term Care Insurance, Term Life Insurance, Variable Annuities, Wealth Accumulation, Wealth Management..., Finance, Pensions, Alternative Investments, Investment Management, High Net Worth..., Professional Women, Women Owned Business, Networking, Universal Life, Asset Management
Education
University of Pittsburgh 1993 — 1997
BS
Lee Stadler Lee Stadler's Lincoln Financial Advisors Experience June 1991 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Lincoln Financial Advisors June 1991 - Present
M&T Bank May 1976 - December 1990
Skills
Investments, Retirement Planning, Wealth Management, Insurance, Finance, Portfolio Management, Financial Services, Mutual Funds, Financial Analysis, Retirement, Investment Advisory
Education
University at Buffalo
Bachelor of Arts (B.A.), Psychology and Business Communication
Lincoln Financial Advisors June 1991 - Present
M&T Bank May 1976 - December 1990
Skills
Investments, Retirement Planning, Wealth Management, Insurance, Finance, Portfolio Management, Financial Services, Mutual Funds, Financial Analysis, Retirement, Investment Advisory
Education
University at Buffalo
Bachelor of Arts (B.A.), Psychology and Business Communication
Michael Welsey's Lincoln Financial Advisors Experience May 2015 - August 2015
Job Student at University of Miami
Industry
Experience
Lincoln Financial Advisors May 2015 - August 2015
Evesham Township School District September 2012 - June 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Teamwork, Social Networking
Education
University of Miami 2013 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Junior
Lincoln Financial Advisors May 2015 - August 2015
Evesham Township School District September 2012 - June 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Teamwork, Social Networking
Education
University of Miami 2013 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Junior
Christopher Flores's Lincoln Financial Advisors Experience October 2008 - Present
Job Founder & Lead Planner at Three Corners Capital
Industry Financial Services
Experience
Three Corners Capital January 2015 - Present
Lincoln Financial Advisors October 2008 - Present
The Katalyst Company February 2009 - December 2014
Private Practice in Cincinnati January 2008 - September 2008
Skills
Philanthropy, Charities, Planned Giving, Impact Investing, Wealth, Program Management, Socially Responsible..., Plannning, Entrepreneurship, Charitable Trusts, Social Entrepreneurship, Social Finance, Client Relations Skills, Leadership, Fundraising, Program Development, Strategic Financial..., Finance
Education
University of Cincinnati College of Business
BBA, Finance & International Business
Three Corners Capital January 2015 - Present
Lincoln Financial Advisors October 2008 - Present
The Katalyst Company February 2009 - December 2014
Private Practice in Cincinnati January 2008 - September 2008
Skills
Philanthropy, Charities, Planned Giving, Impact Investing, Wealth, Program Management, Socially Responsible..., Plannning, Entrepreneurship, Charitable Trusts, Social Entrepreneurship, Social Finance, Client Relations Skills, Leadership, Fundraising, Program Development, Strategic Financial..., Finance
Education
University of Cincinnati College of Business
BBA, Finance & International Business
Tedd J. Hoyt's Lincoln Financial Advisors Experience July 1994 - December 2002
Job Financial Consultant at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial January 2003 - Present
Lincoln Financial Advisors July 1994 - December 2002
US Army June 1979 - August 2001
Honeywell October 1984 - June 1994
Skills
Investments, Retirement Planning, Retirement, Nearly 20 years of..., Fluent in German, Flights, Army Trained Paratrooper, Battalion Commander..., Master Army Aviator..., Insurance
Education
Command and General Staff College 1992 — 1995
Masters Degree, Military Science
United States Army Flight School 1979 — 1980
Army Aviator, Aerodynamics, tactics, instrument flight, night vision goggle flight, emergency procedures, Certified Army Aviator
United States Army Armor School 1979 — 1979
Armor Officer, Tank tactics in combat, Distinguished Graduate
United States Military Academy at West Point 1975 — 1979
BS, Aerodynamics and Missile Mechanics, Lieutenant
United States Army Parachute Training 1977 — 1977
Army Paratrooper, N/A
North High School 1972 — 1975
High School Diploma, General, Valedictorian 4.0
AdvisorNet Financial January 2003 - Present
Lincoln Financial Advisors July 1994 - December 2002
US Army June 1979 - August 2001
Honeywell October 1984 - June 1994
Skills
Investments, Retirement Planning, Retirement, Nearly 20 years of..., Fluent in German, Flights, Army Trained Paratrooper, Battalion Commander..., Master Army Aviator..., Insurance
Education
Command and General Staff College 1992 — 1995
Masters Degree, Military Science
United States Army Flight School 1979 — 1980
Army Aviator, Aerodynamics, tactics, instrument flight, night vision goggle flight, emergency procedures, Certified Army Aviator
United States Army Armor School 1979 — 1979
Armor Officer, Tank tactics in combat, Distinguished Graduate
United States Military Academy at West Point 1975 — 1979
BS, Aerodynamics and Missile Mechanics, Lieutenant
United States Army Parachute Training 1977 — 1977
Army Paratrooper, N/A
North High School 1972 — 1975
High School Diploma, General, Valedictorian 4.0
Joe Moore, ChFC, CLU Joe Moore, ChFC, CLU's Lincoln Financial Advisors Experience June 1992 - Present
Job President at Gwynn, Moore & Associates, Inc.
Industry Financial Services
Experience
Lincoln Financial Advisors June 1992 - Present
Gwynn, Moore & Associates, Inc. April 1998 - Present
Charles B. Gwynn & Co. June 1992 - March 1998
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Financial Planning, Investment Advisory, Financial Advisory, Estate Planning, Employee Benefits, Qualified Retirement..., Investments, Retirement, Securities, Health Insurance, Long Term Care Insurance, Life Insurance, Mutual Funds
Education
University of Miami 1991 — 1992
Master of Business Administration (MBA), Finance & Management
University of Miami 1987 — 1991
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Lincoln Financial Advisors June 1992 - Present
Gwynn, Moore & Associates, Inc. April 1998 - Present
Charles B. Gwynn & Co. June 1992 - March 1998
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Financial Planning, Investment Advisory, Financial Advisory, Estate Planning, Employee Benefits, Qualified Retirement..., Investments, Retirement, Securities, Health Insurance, Long Term Care Insurance, Life Insurance, Mutual Funds
Education
University of Miami 1991 — 1992
Master of Business Administration (MBA), Finance & Management
University of Miami 1987 — 1991
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Rebecca Atchley Bartlett's Lincoln Financial Advisors Experience December 2007 - May 2012
Job Executive Support Specialist
Industry Executive Office
Experience
KPMG US June 2014 - Present
Tony Jeary International March 2013 - May 2014
Strategic Corporate Benefits May 2012 - March 2013
Lincoln Financial Advisors December 2007 - May 2012
MedAssets October 2006 - December 2007
Magellan Health Services January 2000 - October 2006
Skills
Training, Conflict Resolution, Customer-focused, Assisting Executives, Technology Solutions, Problem Solving, Process Improvement..., Time Management, Project Management, Prioritisation, Multitasking Skills, Accountability, Negotiation, Financial Services, Office Management, Spreadsheets, ADP Payroll, Research, Data Analysis, Nonprofits, Software Documentation, Analysis, Interviews, New Business Development, Coaching, Public Speaking, Advertising, Management, Event Planning, Social Media, Customer Service, Leadership, Marketing, Microsoft Excel, Sales, Strategic Planning, CRM, Access, Outlook
Education
University of North Texas 1994 — 1996
BS, Psychology, 3.8
University of Colorado Boulder 1992 — 1993
Bachelor's degree, School of Journalism
Texas Department of Insurance
Series 14, Health, Life & Accident Insurance License
KPMG US June 2014 - Present
Tony Jeary International March 2013 - May 2014
Strategic Corporate Benefits May 2012 - March 2013
Lincoln Financial Advisors December 2007 - May 2012
MedAssets October 2006 - December 2007
Magellan Health Services January 2000 - October 2006
Skills
Training, Conflict Resolution, Customer-focused, Assisting Executives, Technology Solutions, Problem Solving, Process Improvement..., Time Management, Project Management, Prioritisation, Multitasking Skills, Accountability, Negotiation, Financial Services, Office Management, Spreadsheets, ADP Payroll, Research, Data Analysis, Nonprofits, Software Documentation, Analysis, Interviews, New Business Development, Coaching, Public Speaking, Advertising, Management, Event Planning, Social Media, Customer Service, Leadership, Marketing, Microsoft Excel, Sales, Strategic Planning, CRM, Access, Outlook
Education
University of North Texas 1994 — 1996
BS, Psychology, 3.8
University of Colorado Boulder 1992 — 1993
Bachelor's degree, School of Journalism
Texas Department of Insurance
Series 14, Health, Life & Accident Insurance License
Logan Chipkin Logan Chipkin's Lincoln Financial Advisors Experience May 2013 - August 2013
Job Summer Intern at UBS
Industry Higher Education
Experience
University of Pennsylvania June 2013 - Present
UBS June 2014 - August 2014
Lincoln Financial Advisors May 2013 - August 2013
Skills
Statistics, Data Analysis, Higher Education, Research, Public Speaking, Policy Analysis, Qualitative Research, SPSS, Public Policy, Project Management, Private Banking, Event Planning, Teamwork
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Physics, Concentration in Business and Technology, Senior
University of Pennsylvania June 2013 - Present
UBS June 2014 - August 2014
Lincoln Financial Advisors May 2013 - August 2013
Skills
Statistics, Data Analysis, Higher Education, Research, Public Speaking, Policy Analysis, Qualitative Research, SPSS, Public Policy, Project Management, Private Banking, Event Planning, Teamwork
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Physics, Concentration in Business and Technology, Senior
Timothy H Riis Timothy H Riis's Lincoln Financial Advisors Experience February 1993 - Present
Job Financial Planning
Industry Financial Services
Experience
Lincoln Financial Advisors February 1993 - Present
Skills
Asset Management, Asset Allocation, Financial Planning, Investments, Wealth Management
Education
United States Naval Academy 1981 — 1985
BA, Economics
Lincoln Financial Advisors February 1993 - Present
Skills
Asset Management, Asset Allocation, Financial Planning, Investments, Wealth Management
Education
United States Naval Academy 1981 — 1985
BA, Economics
Rachel Mees Rachel Mees's Lincoln Financial Advisors Experience May 2007 - August 2007
Job Director of Medical Group Operations at NorthShore University HealthSystem
Industry Hospital & Health Care
Experience
NorthShore University HealthSystem February 2015 - Present
NorthShore University HealthSystem October 2013 - February 2015
NorthShore University HealthSystem April 2013 - June 2014
ALDI Stores June 2008 - January 2013
Lincoln Financial Advisors May 2007 - August 2007
Cincinnati Children's Hospital Medical Center 2000 - 2005
Skills
Operations Management, Product Management, Inventory Management, Budgeting, Strategic Planning, Training & Development, Customer Relations, Customer Service, Budgets, Management, Training, Project Management, Retail, Employee Training, Merchandising, Healthcare, Team Building, Sales
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
B.S.B.A., Finance
NorthShore University HealthSystem February 2015 - Present
NorthShore University HealthSystem October 2013 - February 2015
NorthShore University HealthSystem April 2013 - June 2014
ALDI Stores June 2008 - January 2013
Lincoln Financial Advisors May 2007 - August 2007
Cincinnati Children's Hospital Medical Center 2000 - 2005
Skills
Operations Management, Product Management, Inventory Management, Budgeting, Strategic Planning, Training & Development, Customer Relations, Customer Service, Budgets, Management, Training, Project Management, Retail, Employee Training, Merchandising, Healthcare, Team Building, Sales
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
B.S.B.A., Finance
tom moffat tom moffat's Lincoln Financial Advisors Experience
Job Private Wealth Advisor
Industry Financial Services
Experience
Lincoln Financial Advisors
Skills
Retirement Planning, Insurance, Securities, Investments, Mutual Funds, Asset Management, 401k, Wealth Management
Education
Loyola High School
UCSB
Lincoln Financial Advisors
Skills
Retirement Planning, Insurance, Securities, Investments, Mutual Funds, Asset Management, 401k, Wealth Management
Education
Loyola High School
UCSB
Josh Horne's Lincoln Financial Advisors Experience 2002 - 2002
Job Vice President at Rich Printing, Inc.
Industry Printing
Experience
Rich Printing June 2011 - Present
Rich Printing June 2005 - June 2011
Rich Printing November 2002 - June 2005
Lincoln Financial Advisors 2002 - 2002
John Hancock Financial Services 2001 - 2001
Skills
Print, Offset Printing, Marketing, Direct Marketing, Digital Printing, Account Management, Email Marketing, Integrated Marketing, Brand Development, Newsletters, Creative Direction, Brochures, Wide Format Printing, Variable Data Printing, Print Management, Bindery, Banners, Graphics, Corporate Identity, Illustrator, Sales, Strategic Planning, Leadership, Customer Service
Education
University of Georgia - Terry College of Business 2014 — 2016
Candidate - Master of Business Administration (M.B.A.)
University of Georgia - Terry College of Business 1996 — 2000
BBA, Major: International Business, Minor: Italian
Rich Printing June 2011 - Present
Rich Printing June 2005 - June 2011
Rich Printing November 2002 - June 2005
Lincoln Financial Advisors 2002 - 2002
John Hancock Financial Services 2001 - 2001
Skills
Print, Offset Printing, Marketing, Direct Marketing, Digital Printing, Account Management, Email Marketing, Integrated Marketing, Brand Development, Newsletters, Creative Direction, Brochures, Wide Format Printing, Variable Data Printing, Print Management, Bindery, Banners, Graphics, Corporate Identity, Illustrator, Sales, Strategic Planning, Leadership, Customer Service
Education
University of Georgia - Terry College of Business 2014 — 2016
Candidate - Master of Business Administration (M.B.A.)
University of Georgia - Terry College of Business 1996 — 2000
BBA, Major: International Business, Minor: Italian
Joshua Philipp, CFA Joshua Philipp, CFA's Lincoln Financial Advisors Experience September 2008 - July 2009
Job Financial Analyst at Valuation & Information Group
Industry Financial Services
Experience
Valuation & Information Group February 2013 - Present
Sagient Research July 2009 - February 2013
Lincoln Financial Advisors September 2008 - July 2009
Skills
Financial Modeling, Analysis, Microsoft Office, Excel, Investments, Research, Private Placements, Financial Analysis
Education
University of California, San Diego
B.A., Economics
Valuation & Information Group February 2013 - Present
Sagient Research July 2009 - February 2013
Lincoln Financial Advisors September 2008 - July 2009
Skills
Financial Modeling, Analysis, Microsoft Office, Excel, Investments, Research, Private Placements, Financial Analysis
Education
University of California, San Diego
B.A., Economics
Richard Scalzo Jr's Lincoln Financial Advisors Experience June 2000 - May 2008
Job Creative at Apple Inc.
Industry Computer Hardware
Experience
Apple Inc. 2008 - Present
Apple Retail September 2001 - May 2008
Lincoln Financial Advisors June 2000 - May 2008
Skills
OS X, Mac, Social Media, Final Cut Pro, Video Editing, Social Media Marketing, Advertising, Mac OS X, Graphic Design, Graphic Design Software, Art Direction, Digital Media, Marketing Strategy, Video Production, Video, Microsoft Office
Education
The University of Connecticut 1983 — 1988
Bachelor of Fine Arts (BFA), Graphic Design
Apple Inc. 2008 - Present
Apple Retail September 2001 - May 2008
Lincoln Financial Advisors June 2000 - May 2008
Skills
OS X, Mac, Social Media, Final Cut Pro, Video Editing, Social Media Marketing, Advertising, Mac OS X, Graphic Design, Graphic Design Software, Art Direction, Digital Media, Marketing Strategy, Video Production, Video, Microsoft Office
Education
The University of Connecticut 1983 — 1988
Bachelor of Fine Arts (BFA), Graphic Design
Brad Clifford Brad Clifford's Lincoln Financial Advisors Experience November 2009 - April 2011
Job Auditor at Defense Contract Audit Agency
Industry Financial Services
Experience
Defense Contract Audit Agency May 2012 - Present
JP Morgan Chase March 2011 - May 2012
Lincoln Financial Advisors November 2009 - April 2011
Ameriprise Financial Advisors September 2006 - November 2009
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Finance and Accounting
Defense Contract Audit Agency May 2012 - Present
JP Morgan Chase March 2011 - May 2012
Lincoln Financial Advisors November 2009 - April 2011
Ameriprise Financial Advisors September 2006 - November 2009
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Finance and Accounting
John Pitlosh CFP®, MST, CPWA®, CIMA®'s Lincoln Financial Advisors Experience November 2003 - November 2007
Job Financial Advisor at Investor Solutions, Inc.
Industry Financial Services
Experience
Investor Solutions, Inc. September 2008 - Present
Lincoln Financial Advisors November 2003 - November 2007
Morgan Stanley June 2002 - June 2003
H&R Block Financial Advisors June 1999 - June 2002
Skills
Wealth, Equities, Project Planning, Retirement Planning, Estate Planning, Strategic Financial..., Retirement, Portfolio Management, Wealth Management, Investments, Asset Managment, Investment Advisory, Financial Planners, Insurance, Investment Strategies
Education
John Marshall 2007 — 2008
Masters (MA), Tax Law
University of Michigan 1994 — 1998
Bachelor, Biology, History, and Political Science
Investor Solutions, Inc. September 2008 - Present
Lincoln Financial Advisors November 2003 - November 2007
Morgan Stanley June 2002 - June 2003
H&R Block Financial Advisors June 1999 - June 2002
Skills
Wealth, Equities, Project Planning, Retirement Planning, Estate Planning, Strategic Financial..., Retirement, Portfolio Management, Wealth Management, Investments, Asset Managment, Investment Advisory, Financial Planners, Insurance, Investment Strategies
Education
John Marshall 2007 — 2008
Masters (MA), Tax Law
University of Michigan 1994 — 1998
Bachelor, Biology, History, and Political Science
Andrea Kring's Lincoln Financial Advisors Experience August 2013 - Present
Job Finance Assistant
Industry Executive Office
Experience
Lincoln Financial Advisors August 2013 - Present
Tiger-Rock Martial Arts - Greystone January 2009 - September 2014
CNI Distribution 1996 - 2003
Education
University of Alabama 1989 — 1994
BA in Music Administration
Lincoln Financial Advisors August 2013 - Present
Tiger-Rock Martial Arts - Greystone January 2009 - September 2014
CNI Distribution 1996 - 2003
Education
University of Alabama 1989 — 1994
BA in Music Administration
Marietta Hall Marietta Hall's Lincoln Financial Advisors Experience February 1992 - Present
Job Investment Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors February 1992 - Present
Anchorage Rowing Association 1998 - 2014
Alaska Center for the Performing Arts March 1995 - March 1998
Skills
Investments
Education
service high school
service high school
Washington State University 1987 — 1991
Bachelor's degree, Finance and Risk Management
University of Alaska Anchorage 1996 — 1997
Accounting
Lincoln Financial Advisors February 1992 - Present
Anchorage Rowing Association 1998 - 2014
Alaska Center for the Performing Arts March 1995 - March 1998
Skills
Investments
Education
service high school
service high school
Washington State University 1987 — 1991
Bachelor's degree, Finance and Risk Management
University of Alaska Anchorage 1996 — 1997
Accounting
RJ Cicero RJ Cicero's Lincoln Financial Advisors Experience January 2012 - December 2012
Job Securities Admin Services Analyst 2 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Damco January 2013 - December 2013
Lincoln Financial Advisors January 2012 - December 2012
Lincoln Financial Advisors May 2010 - August 2010
Skills
CRM, Analysis, Microsoft Excel, Investments, Leadership, Management, Social Networking, Strategic Planning
Education
University of Maryland College Park 2008 — 2011
Bachelor of Science, International Business, Supply Chain Management
UMBC Training Center
Cyber Operations
Wells Fargo September 2015 - Present
Damco January 2013 - December 2013
Lincoln Financial Advisors January 2012 - December 2012
Lincoln Financial Advisors May 2010 - August 2010
Skills
CRM, Analysis, Microsoft Excel, Investments, Leadership, Management, Social Networking, Strategic Planning
Education
University of Maryland College Park 2008 — 2011
Bachelor of Science, International Business, Supply Chain Management
UMBC Training Center
Cyber Operations
Phillip Parkerson Phillip Parkerson's Lincoln Financial Advisors Experience 2001 - 2004
Job Director Investment Operations, Principal
Industry Financial Services
Experience
Aspiriant January 2015 - Present
Aspiriant January 2009 - December 2014
Aspiriant August 2005 - December 2008
Lincoln Financial Advisors 2001 - 2004
Charles Schwab & Co., Inc. 1992 - 2001
Shaklee Corporation 1990 - 1991
Skills
Investment Advisory, Investments, Wealth Management, Asset Allocation, Investment Management, Mutual Funds, Investment Strategies, Retirement Planning, Asset Management, Wealth Management..., Estate Planning, High Net Worth..., Portfolio Management, Strategic Financial..., Securities, Retirement
Education
University of North Carolina at Chapel Hill 1982 — 1987
Bachelor of Arts (B.A.)
Aspiriant January 2015 - Present
Aspiriant January 2009 - December 2014
Aspiriant August 2005 - December 2008
Lincoln Financial Advisors 2001 - 2004
Charles Schwab & Co., Inc. 1992 - 2001
Shaklee Corporation 1990 - 1991
Skills
Investment Advisory, Investments, Wealth Management, Asset Allocation, Investment Management, Mutual Funds, Investment Strategies, Retirement Planning, Asset Management, Wealth Management..., Estate Planning, High Net Worth..., Portfolio Management, Strategic Financial..., Securities, Retirement
Education
University of North Carolina at Chapel Hill 1982 — 1987
Bachelor of Arts (B.A.)
Christopher Fromm, ChFC, CFP® Christopher Fromm, ChFC, CFP®'s Lincoln Financial Advisors Experience July 2009 - Present
Job Director of Financial Planning at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors July 2009 - Present
Lincoln Financial Advisors January 2008 - July 2009
Lincoln Financial Advisors January 2005 - January 2008
Lincoln Financial Advisors January 2001 - January 2005
Merrill Lynch January 2000 - January 2001
Skills
FINRA Series 6, 7, & 66, Strategic Financial..., Retirement, Florida Life, Heath, &..., Florida Investment..., ChFC & CFP®, Investments, Asset Allocation, Financial Advisory, Mutual Funds, Finance, Wealth, Portfolio Management, Analysis, Wealth Accumulation, High Net Worth...
Education
University of North Florida - College of Business Administration 1996 — 2000
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Lincoln Financial Advisors July 2009 - Present
Lincoln Financial Advisors January 2008 - July 2009
Lincoln Financial Advisors January 2005 - January 2008
Lincoln Financial Advisors January 2001 - January 2005
Merrill Lynch January 2000 - January 2001
Skills
FINRA Series 6, 7, & 66, Strategic Financial..., Retirement, Florida Life, Heath, &..., Florida Investment..., ChFC & CFP®, Investments, Asset Allocation, Financial Advisory, Mutual Funds, Finance, Wealth, Portfolio Management, Analysis, Wealth Accumulation, High Net Worth...
Education
University of North Florida - College of Business Administration 1996 — 2000
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Tim Schlatter Tim Schlatter's Lincoln Financial Advisors Experience Financial PlannerLincoln Financial GroupJanuary 2013 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors Financial PlannerLincoln Financial GroupJanuary 2013 - Present
Education
UCLA 2007 — 2009
Bachelor of Arts (B.A.), Sociology
De La Salle High School 2001 — 2004
Lincoln Financial Advisors Financial PlannerLincoln Financial GroupJanuary 2013 - Present
Education
UCLA 2007 — 2009
Bachelor of Arts (B.A.), Sociology
De La Salle High School 2001 — 2004
Celeste Gurule's Lincoln Financial Advisors Experience January 2000 - Present
Job Managing Director at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors January 2000 - Present
Lincoln Financial Advisors September 1987 - December 1999
Education
University of California, Berkeley 1983 — 1987
Bachelor of Arts, Political Economics
Lincoln Financial Advisors January 2000 - Present
Lincoln Financial Advisors September 1987 - December 1999
Education
University of California, Berkeley 1983 — 1987
Bachelor of Arts, Political Economics
Benjamin Maus Benjamin Maus's Lincoln Financial Advisors Experience November 2007 - December 2009
Job SE Regional GPS Coach
Industry Warehousing
Experience
C&S wholesale grocers March 2015 - Present
TIAA-CREF March 2012 - March 2015
TIAA-CREF January 2010 - March 2012
Lincoln Financial Advisors November 2007 - December 2009
New York Life Insurance Company August 2006 - May 2007
Lincoln Financial Advisors May 2005 - August 2006
Skills
Process Improvement, Value Stream Mapping, Visio, Data Analysis, Facilitation, Project Management, Cross-functional Team..., Time Management, Operating Systems, Management System, Rapid Process..., Stakeholder Analysis, DMAIC, Green Belt
Education
University of Colorado at Boulder 2011 — 2016
MBA, Business
Western Carolina University 2003 — 2007
BSBA, Finance
C&S wholesale grocers March 2015 - Present
TIAA-CREF March 2012 - March 2015
TIAA-CREF January 2010 - March 2012
Lincoln Financial Advisors November 2007 - December 2009
New York Life Insurance Company August 2006 - May 2007
Lincoln Financial Advisors May 2005 - August 2006
Skills
Process Improvement, Value Stream Mapping, Visio, Data Analysis, Facilitation, Project Management, Cross-functional Team..., Time Management, Operating Systems, Management System, Rapid Process..., Stakeholder Analysis, DMAIC, Green Belt
Education
University of Colorado at Boulder 2011 — 2016
MBA, Business
Western Carolina University 2003 — 2007
BSBA, Finance
Ryan Okimoto Ryan Okimoto's Lincoln Financial Advisors Experience June 2005 - August 2005
Job Team Lead: Retail Experience Specialist at Sonos, Inc.
Industry Retail
Experience
Sonos, Inc. September 2015 - Present
Sonos, Inc. October 2011 - September 2015
LG ActionLink March 2011 - October 2011
Campaigners / LG April 2009 - March 2011
G Education NOVA April 2007 - November 2008
American Chamber of Commerce in Japan December 2007 - February 2008
University of Arizona April 2005 - December 2006
Lincoln Financial Advisors June 2005 - August 2005
ABC News May 2004 - August 2004
Skills
Mobile Devices, Retail, Account Management, Marketing, Social Media, Sales, Event Management, Training, Sales Operations, Merchandising, Consumer Electronics, Team Building, Sales Management, Customer Service, Business Planning, Product Marketing, Public Speaking, Strategy, Leadership, Direct Sales, Marketing Strategy, New Business Development, Social Networking, Competitive Analysis, Market Research, B2B, Sales Process, Management, Forecasting, Time Management, Team Leadership, Business Development, Customer Satisfaction, Key Account Management, Inventory Management
Education
University of Arizona 2002 — 2006
B.S., Economics
San Ramon Valley High School 1998 — 2002
Sonos, Inc. September 2015 - Present
Sonos, Inc. October 2011 - September 2015
LG ActionLink March 2011 - October 2011
Campaigners / LG April 2009 - March 2011
G Education NOVA April 2007 - November 2008
American Chamber of Commerce in Japan December 2007 - February 2008
University of Arizona April 2005 - December 2006
Lincoln Financial Advisors June 2005 - August 2005
ABC News May 2004 - August 2004
Skills
Mobile Devices, Retail, Account Management, Marketing, Social Media, Sales, Event Management, Training, Sales Operations, Merchandising, Consumer Electronics, Team Building, Sales Management, Customer Service, Business Planning, Product Marketing, Public Speaking, Strategy, Leadership, Direct Sales, Marketing Strategy, New Business Development, Social Networking, Competitive Analysis, Market Research, B2B, Sales Process, Management, Forecasting, Time Management, Team Leadership, Business Development, Customer Satisfaction, Key Account Management, Inventory Management
Education
University of Arizona 2002 — 2006
B.S., Economics
San Ramon Valley High School 1998 — 2002
Scott Keyes, CRPC® Scott Keyes, CRPC®'s Lincoln Financial Advisors Experience January 2006 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors January 2006 - Present
Skills
Retirement Planning, Insurance, Series 6, Series 63
Education
University of Alaska Fairbanks 1990 — 1995
Bachelor's degree
Lincoln Financial Advisors January 2006 - Present
Skills
Retirement Planning, Insurance, Series 6, Series 63
Education
University of Alaska Fairbanks 1990 — 1995
Bachelor's degree
Julia Moon's Lincoln Financial Advisors Experience June 2012 - September 2012
Job Intern at Accrued Benefit Administrators Inc.
Industry Financial Services
Experience
Arlington Financial Advisors September 2012 - Present
The Family Health Lab April 2013 - Present
Accrued Benefit Administrators Inc. July 2014 - September 2014
Lulu INC May 2013 - July 2013
Lincoln Financial Advisors June 2012 - September 2012
Skills
Microsoft Excel, Customer Service, Telephone Skills, Microsoft Word, PowerPoint, Spreadsheets, Outlook, Office Administration, Filing, Morningstar, Administrative..., Data Entry, Teamwork, Office Management, Manage Client..., SmartStation
Education
University of California, Santa Barbara 2011 — 2015
Psychology with a minor in Clinical Applied Psychology
Arlington Financial Advisors September 2012 - Present
The Family Health Lab April 2013 - Present
Accrued Benefit Administrators Inc. July 2014 - September 2014
Lulu INC May 2013 - July 2013
Lincoln Financial Advisors June 2012 - September 2012
Skills
Microsoft Excel, Customer Service, Telephone Skills, Microsoft Word, PowerPoint, Spreadsheets, Outlook, Office Administration, Filing, Morningstar, Administrative..., Data Entry, Teamwork, Office Management, Manage Client..., SmartStation
Education
University of California, Santa Barbara 2011 — 2015
Psychology with a minor in Clinical Applied Psychology
Dennis Talmage's Lincoln Financial Advisors Experience March 2009 - July 2011
Job Technical Operations Professional
Industry Oil & Energy
Experience
Southwestern Controls July 2011 - May 2013
Lincoln Financial Advisors March 2009 - July 2011
ION Geophysical 2007 - 2008
ION Geophysical 2004 - 2007
Ultraviolet Systems 2002 - 2004
Satake USA 1990 - 2002
Skills
Supply Chain Management, Project Management, Manufacturing, Engineering, Process Improvement, Contract Negotiation, Continuous Improvement, Cross-functional Team..., Quality Assurance, Management, Quality Management, Energy, Lean Manufacturing, Petroleum, Contract Management, Customer Service, Procurement, Budgets, Negotiation, Change Management, Project Planning, Operations Management, Purchasing, Six Sigma, Leadership, Testing, Team Building, Process Engineering, Business Process..., Software Documentation, Product Development, Program Management, Analysis, Troubleshooting, Vendor Management, Root Cause Analysis, Training, Strategic Planning, ISO, Supply Chain, Business Development, Team Leadership, Engineering Management
Education
University of Michigan
BSE-EE
Southwestern Controls July 2011 - May 2013
Lincoln Financial Advisors March 2009 - July 2011
ION Geophysical 2007 - 2008
ION Geophysical 2004 - 2007
Ultraviolet Systems 2002 - 2004
Satake USA 1990 - 2002
Skills
Supply Chain Management, Project Management, Manufacturing, Engineering, Process Improvement, Contract Negotiation, Continuous Improvement, Cross-functional Team..., Quality Assurance, Management, Quality Management, Energy, Lean Manufacturing, Petroleum, Contract Management, Customer Service, Procurement, Budgets, Negotiation, Change Management, Project Planning, Operations Management, Purchasing, Six Sigma, Leadership, Testing, Team Building, Process Engineering, Business Process..., Software Documentation, Product Development, Program Management, Analysis, Troubleshooting, Vendor Management, Root Cause Analysis, Training, Strategic Planning, ISO, Supply Chain, Business Development, Team Leadership, Engineering Management
Education
University of Michigan
BSE-EE
Solomon Teller, CFA's Lincoln Financial Advisors Experience August 2001 - February 2006
Job MetAnalysis Capital
Industry Financial Services
Experience
ProShares December 2007 - November 2012
ProShares February 2007 - December 2007
TruFinancial March 2006 - November 2006
Lincoln Financial Advisors August 2001 - February 2006
Skills
Investments, Portfolio Management, Mutual Funds, Investment Strategies, Alternative Investments, Wealth Management, Asset Allocation, ETFs, Strategic Financial..., Bloomberg, Investment Management, Investment Advisory, Series 7, Bonds, Financial Markets, Capital Markets, Financial Modeling, Equities, Fixed Income, Hedge Funds, Securities, Asset Management, Series 63
Education
University of Maryland College Park 1994 — 1998
BA, Economics and Philosophy
ProShares December 2007 - November 2012
ProShares February 2007 - December 2007
TruFinancial March 2006 - November 2006
Lincoln Financial Advisors August 2001 - February 2006
Skills
Investments, Portfolio Management, Mutual Funds, Investment Strategies, Alternative Investments, Wealth Management, Asset Allocation, ETFs, Strategic Financial..., Bloomberg, Investment Management, Investment Advisory, Series 7, Bonds, Financial Markets, Capital Markets, Financial Modeling, Equities, Fixed Income, Hedge Funds, Securities, Asset Management, Series 63
Education
University of Maryland College Park 1994 — 1998
BA, Economics and Philosophy
Bradley Gross's Lincoln Financial Advisors Experience August 2006 - March 2008
Job Managing Member at 12 Squared Associates, LLC
Industry Financial Services
Experience
12 Squared Associates, LLC March 2008 - Present
Lincoln Financial Advisors August 2006 - March 2008
Education
University of California, Berkeley 1969 — 1974
12 Squared Associates, LLC March 2008 - Present
Lincoln Financial Advisors August 2006 - March 2008
Education
University of California, Berkeley 1969 — 1974
Michelle Stronczek's Lincoln Financial Advisors Experience March 2001 - April 2004
Job SalesHuman ResourcesAccounting at Tri City Automotive Warehouse
Industry Automotive
Experience
Tri City Automotive Warehouse April 2004 - Present
Tri City Automotive Warehouse April 2003 - Present
Summit Academy of Gymnastics January 1989 - Present
Lincoln Financial Advisors March 2001 - April 2004
Hagerman Construction April 1997 - April 2000
Skills
Customer Service, Microsoft Office, Public Speaking, Project Management, Strategic Planning, Event Planning, Process Improvement, Event Management, Access, Sales, Accounts Receivable, Microsoft Word, Accounting
Education
University of Saint Francis
Bachelors, Business Adminsitration
Tri City Automotive Warehouse April 2004 - Present
Tri City Automotive Warehouse April 2003 - Present
Summit Academy of Gymnastics January 1989 - Present
Lincoln Financial Advisors March 2001 - April 2004
Hagerman Construction April 1997 - April 2000
Skills
Customer Service, Microsoft Office, Public Speaking, Project Management, Strategic Planning, Event Planning, Process Improvement, Event Management, Access, Sales, Accounts Receivable, Microsoft Word, Accounting
Education
University of Saint Francis
Bachelors, Business Adminsitration
Sinclair, John's Lincoln Financial Advisors Experience Registered RepresentativeLPL Financial Services1983 - 2009
Job Registered Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors Registered RepresentativeLPL Financial Services1983 - 2009
Education
United States Naval Academy 1965 — 1968
Lincoln Financial Advisors Registered RepresentativeLPL Financial Services1983 - 2009
Education
United States Naval Academy 1965 — 1968
Justin Lynn's Lincoln Financial Advisors Experience January 2005 - April 2006
Job Student at University of Houston, C.T. Bauer College of Business
Industry Accounting
Experience
University of Houston 2007 - 2008
University of Houston 2005 - 2007
Lincoln Financial Advisors January 2005 - April 2006
HISD 2000 - 2002
Education
University of Houston, C.T. Bauer College of Business 2007 — 2009
MS, Accounting
University of Houston, C.T. Bauer College of Business 2005 — 2007
BBA, Accounting
Westside HS
Willamette University
University of Houston 2007 - 2008
University of Houston 2005 - 2007
Lincoln Financial Advisors January 2005 - April 2006
HISD 2000 - 2002
Education
University of Houston, C.T. Bauer College of Business 2007 — 2009
MS, Accounting
University of Houston, C.T. Bauer College of Business 2005 — 2007
BBA, Accounting
Westside HS
Willamette University
Jason S. Fitz, CFP®'s Lincoln Financial Advisors Experience 2014 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors 2014 - Present
AXA Advisors 2009 - 2014
Merrill Lynch 2008 - 2009
Goldman Sachs Asset Management, L.P. 2003 - 2008
Seward & Kissel LLP 2001 - 2003
A Better Chance 1998 - 2001
Education
University of Pennsylvania 1991 — 1995
B.A., Russian
Phillips Exeter Academy 1988 — 1991
Diploma
Lincoln Financial Advisors 2014 - Present
AXA Advisors 2009 - 2014
Merrill Lynch 2008 - 2009
Goldman Sachs Asset Management, L.P. 2003 - 2008
Seward & Kissel LLP 2001 - 2003
A Better Chance 1998 - 2001
Education
University of Pennsylvania 1991 — 1995
B.A., Russian
Phillips Exeter Academy 1988 — 1991
Diploma
Michael J. Stelzig, CRPC, CRPS's Lincoln Financial Advisors Experience February 2006 - Present
Job Senior Retirement Consultant, CRPC, CRPS
Industry Financial Services
Experience
Lincoln Financial Advisors February 2006 - Present
Skills
Fixed Annuities, Retirement Planning, Series 63, 401k, Retirement, Relationship Management, Qualified Retirement..., Mutual Funds, Series 6
Education
University of Minnesota 1992 — 1995
BA, Political Science, Accounting
Lincoln Financial Advisors February 2006 - Present
Skills
Fixed Annuities, Retirement Planning, Series 63, 401k, Retirement, Relationship Management, Qualified Retirement..., Mutual Funds, Series 6
Education
University of Minnesota 1992 — 1995
BA, Political Science, Accounting
Bill Snoke's Lincoln Financial Advisors Experience May 1999 - February 2006
Job Director, Qualified Retirement Plans at Greenberg, Wexler & Eig, LLC
Industry Financial Services
Experience
Greenberg, Wexler & Eig, LLC June 2009 - Present
ADP February 2006 - June 2009
Lincoln Financial Advisors May 1999 - February 2006
Skills
Strategic Financial..., Retirement Planning, Retirement, 401k, Financial Services
Education
The Retirement Advisor University in collaboration with UCL A Anderson School of Management Executiv 2012 — 2013
C(k)P® Certified 401(k) Professional
University of Colorado at Boulder 1981 — 1986
Bachelor of Arts (B.A.), Economics
Greenberg, Wexler & Eig, LLC June 2009 - Present
ADP February 2006 - June 2009
Lincoln Financial Advisors May 1999 - February 2006
Skills
Strategic Financial..., Retirement Planning, Retirement, 401k, Financial Services
Education
The Retirement Advisor University in collaboration with UCL A Anderson School of Management Executiv 2012 — 2013
C(k)P® Certified 401(k) Professional
University of Colorado at Boulder 1981 — 1986
Bachelor of Arts (B.A.), Economics
H. Scott Scherr's Lincoln Financial Advisors Experience May 2007 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2007 - Present
Merrill Lynch May 1998 - March 2007
Legg Mason February 1992 - April 1997
Skills
Retirement Planning, Series 7, Estate Planning, Investment Advisory, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Wealth, Personal Financial..., Insurance, Wealth Accumulation, Financial Services, Asset Management, Financial Advisory, 401k, Securities, Education Funding, Fixed Annuities, IRAs, Investment Strategies
Education
University of Baltimore 1971 — 1974
Lincoln Financial Advisors May 2007 - Present
Merrill Lynch May 1998 - March 2007
Legg Mason February 1992 - April 1997
Skills
Retirement Planning, Series 7, Estate Planning, Investment Advisory, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Wealth, Personal Financial..., Insurance, Wealth Accumulation, Financial Services, Asset Management, Financial Advisory, 401k, Securities, Education Funding, Fixed Annuities, IRAs, Investment Strategies
Education
University of Baltimore 1971 — 1974
William Ahonen's Lincoln Financial Advisors Experience January 2003 - March 2004
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife April 2004 - Present
Lincoln Financial Advisors January 2003 - March 2004
MetLife Resources June 1989 - January 2003
COR Trading, Inc October 1985 - January 1989
Education
University of Michigan 1981 — 1984
BA, Economics
Rocky River High School 1976 — 1980
MetLife April 2004 - Present
Lincoln Financial Advisors January 2003 - March 2004
MetLife Resources June 1989 - January 2003
COR Trading, Inc October 1985 - January 1989
Education
University of Michigan 1981 — 1984
BA, Economics
Rocky River High School 1976 — 1980
Jason Frazier, CFP®, ChFC®, AIF®'s Lincoln Financial Advisors Experience January 1995 - August 1998
Job Financial Planning Specialist at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial 2014 - Present
Raymond James Financial Inc. February 2011 - January 2014
RAYMOND JAMES® / Morgan Keegan April 2012 - February 2013
Morgan Keegan February 2011 - April 2012
Kelman-Lazarov, Inc August 2007 - February 2011
ServiceMaster / Terminix 2003 - 2007
Strategic Financial Partners August 1998 - May 2003
Lincoln Financial Advisors January 1995 - August 1998
Capital Management Group June 1993 - January 1995
Skills
Investments, Portfolio Management, Retirement, Retirement Planning, Finance, Strategic Financial..., Wealth Management, Series 7, Fixed Annuities, Strategy, Certified Financial..., Investment Strategies, Wealth Management..., Asset Allocation, Investment Advisory, Mutual Funds, Securities, 401k, Financial Planners, Series 63, Financial Advisory, Estate Planning, Wealth, Series 24
Education
University of California, Riverside 1989 — 1993
Bachelor of Science, Business Administration
Shoemaker Financial 2014 - Present
Raymond James Financial Inc. February 2011 - January 2014
RAYMOND JAMES® / Morgan Keegan April 2012 - February 2013
Morgan Keegan February 2011 - April 2012
Kelman-Lazarov, Inc August 2007 - February 2011
ServiceMaster / Terminix 2003 - 2007
Strategic Financial Partners August 1998 - May 2003
Lincoln Financial Advisors January 1995 - August 1998
Capital Management Group June 1993 - January 1995
Skills
Investments, Portfolio Management, Retirement, Retirement Planning, Finance, Strategic Financial..., Wealth Management, Series 7, Fixed Annuities, Strategy, Certified Financial..., Investment Strategies, Wealth Management..., Asset Allocation, Investment Advisory, Mutual Funds, Securities, 401k, Financial Planners, Series 63, Financial Advisory, Estate Planning, Wealth, Series 24
Education
University of California, Riverside 1989 — 1993
Bachelor of Science, Business Administration
Julie Odum's Lincoln Financial Advisors Experience October 2004 - September 2011
Job CEO at D & J Estate Management, LLC
Industry Financial Services
Experience
D & J Estate Management, LLC March 2014 - Present
Allstate Financial 2012 - Present
Carter Financial Management January 2012 - July 2012
Lincoln Financial Advisors October 2004 - September 2011
Legacy Partners July 2002 - September 2004
NYLIFE Securities November 1994 - June 2002
Skills
Investment Advisor..., Financial Planning, Comprehensive Planning, Retirement Planning, Estate Planning, Investments, Retirement, Wealth, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Fixed Annuities, Financial Planners, Series 7, Asset Managment, Long-term Care, Insurance, IRAs, Portfolio Management, Wealth Accumulation, Financial Advisory, Strategic Financial..., Series 63, Asset Management, Mortgage Lending
Education
University of North Carolina at Charlotte
BS in Business Administration, Business
University of North Texas
Business Administration and Management, General
D & J Estate Management, LLC March 2014 - Present
Allstate Financial 2012 - Present
Carter Financial Management January 2012 - July 2012
Lincoln Financial Advisors October 2004 - September 2011
Legacy Partners July 2002 - September 2004
NYLIFE Securities November 1994 - June 2002
Skills
Investment Advisor..., Financial Planning, Comprehensive Planning, Retirement Planning, Estate Planning, Investments, Retirement, Wealth, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Fixed Annuities, Financial Planners, Series 7, Asset Managment, Long-term Care, Insurance, IRAs, Portfolio Management, Wealth Accumulation, Financial Advisory, Strategic Financial..., Series 63, Asset Management, Mortgage Lending
Education
University of North Carolina at Charlotte
BS in Business Administration, Business
University of North Texas
Business Administration and Management, General
Thomas (Tom) Joseph Maiwald's Lincoln Financial Advisors Experience May 1992 - Present
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors May 1992 - Present
Education
United States Military Academy at West Point 1985 — 1989
Bachelors, Management
Lincoln Financial Advisors May 1992 - Present
Education
United States Military Academy at West Point 1985 — 1989
Bachelors, Management
Nate Carmin's Lincoln Financial Advisors Experience June 2005 - October 2006
Job Lowe's
Industry Retail
Aaron Jeung's Lincoln Financial Advisors Experience January 1985 - Present
Job Registered Representative
Industry Financial Services
Experience
Lincoln Financial Advisors January 1985 - Present
Skills
Investments, Securities, Retirement Planning, Disability Insurance, Strategic Financial..., Mutual Funds, IRAs, Life Insurance, Retirement, Investment Advisory, Fixed Annuities, Insurance, Estate Planning, Wealth Management, Public Speaking, Alternative Investments, Portfolio Management, Series 7, Series 6, Long-term Care, Financial Services, Series 63
Education
University of San Francisco 1983 — 1985
MBA, Finance
University of California, Berkeley 1978 — 1983
Environmental Science, Land Use Management
Lincoln Financial Advisors January 1985 - Present
Skills
Investments, Securities, Retirement Planning, Disability Insurance, Strategic Financial..., Mutual Funds, IRAs, Life Insurance, Retirement, Investment Advisory, Fixed Annuities, Insurance, Estate Planning, Wealth Management, Public Speaking, Alternative Investments, Portfolio Management, Series 7, Series 6, Long-term Care, Financial Services, Series 63
Education
University of San Francisco 1983 — 1985
MBA, Finance
University of California, Berkeley 1978 — 1983
Environmental Science, Land Use Management
Jonathan Lee, CFP®, ChFC®'s Lincoln Financial Advisors Experience August 2015 - Present
Job Director of Planning at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors August 2015 - Present
Insight Wealth Strategies January 2013 - July 2015
Hanna Global Solutions February 2010 - January 2013
Sagemark Consulting March 1998 - February 2010
Skills
Investment Advisory, Securities, Retirement Planning, Strategic Financial..., Series 7, Fixed Annuities, Investment Management, Retirement, Asset Allocation, Insurance, Financial Advisory, Estate Planning, Investments, Employee Benefits
Education
UC Davis 1989 — 1993
Bachelor of Science (B.S.)
Lincoln Financial Advisors August 2015 - Present
Insight Wealth Strategies January 2013 - July 2015
Hanna Global Solutions February 2010 - January 2013
Sagemark Consulting March 1998 - February 2010
Skills
Investment Advisory, Securities, Retirement Planning, Strategic Financial..., Series 7, Fixed Annuities, Investment Management, Retirement, Asset Allocation, Insurance, Financial Advisory, Estate Planning, Investments, Employee Benefits
Education
UC Davis 1989 — 1993
Bachelor of Science (B.S.)
Ira E. Goldfield, CLU, ChFC's Lincoln Financial Advisors Experience June 1982 - March 2015
Job Individual and Group Insurance Planning
Industry Insurance
Experience
The Lincoln National Life Insurance Company February 1966 - Present
Lincoln Financial Advisors June 1982 - March 2015
Lincoln National Life Insurance Company September 1974 - June 1982
Lincoln National Life Insurance Company February 1966 - September 1974
Skills
IRAs, Customer Service, Retirement Planning, Insurance, Employee Benefits, Disability Insurance, Long-term Care, Life Insurance, Fixed Annuities, Underwriting, Health Savings Accounts, Pensions, Brokers, Term Life Insurance, 401k, Retirement, Management, Health Insurance, Estate Planning
Education
University of Florida 1960 — 1964
Insurance
The Lincoln National Life Insurance Company February 1966 - Present
Lincoln Financial Advisors June 1982 - March 2015
Lincoln National Life Insurance Company September 1974 - June 1982
Lincoln National Life Insurance Company February 1966 - September 1974
Skills
IRAs, Customer Service, Retirement Planning, Insurance, Employee Benefits, Disability Insurance, Long-term Care, Life Insurance, Fixed Annuities, Underwriting, Health Savings Accounts, Pensions, Brokers, Term Life Insurance, 401k, Retirement, Management, Health Insurance, Estate Planning
Education
University of Florida 1960 — 1964
Insurance
Christopher Kemper's Lincoln Financial Advisors Experience June 2002 - February 2014
Job President at Fulcrum Wealth Advisors, LLC
Industry Financial Services
Experience
Fulcrum Wealth Advisors, LLC February 2014 - Present
Lincoln Financial Advisors June 2002 - February 2014
Electrical Distributors Inc. 2000 - 2002
Southwire Company 1996 - 2000
Education
University of North Carolina at Charlotte 1991 — 1994
Bachelor of Arts, Political Science, History
University of Tennessee-Knoxville
Fulcrum Wealth Advisors, LLC February 2014 - Present
Lincoln Financial Advisors June 2002 - February 2014
Electrical Distributors Inc. 2000 - 2002
Southwire Company 1996 - 2000
Education
University of North Carolina at Charlotte 1991 — 1994
Bachelor of Arts, Political Science, History
University of Tennessee-Knoxville
Louis J. Moore's Lincoln Financial Advisors Experience 1981 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors 1981 - Present
Skills
Helping affluent..., more effectively than...
Education
University of Florida 1976 — 1980
Finance, Business
Lincoln Financial Advisors 1981 - Present
Skills
Helping affluent..., more effectively than...
Education
University of Florida 1976 — 1980
Finance, Business
Gordon Lea, ChFC's Lincoln Financial Advisors Experience August 2006 - Present
Job Account Executive at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors August 2006 - Present
Education
University of Hartford 1981 — 1985
B.S., Mathematics
Lincoln Financial Advisors August 2006 - Present
Education
University of Hartford 1981 — 1985
B.S., Mathematics
Randy Wolf's Lincoln Financial Advisors Experience 1995 - 1999
Job Director of Client Services at Goodwill Industries of Northeast Indiana
Industry Nonprofit Organization Management
Experience
Goodwill Industries of Northeast Indiana July 2003 - Present
Lincoln Financial Group November 1999 - June 2003
Lincoln Financial Advisors 1995 - 1999
Lincoln Financial Advisors 1990 - 1995
Skills
Nonprofits, Training, Resume Writing, Fundraising, Career Counseling, Community Outreach, Program Development, Leadership Development, Event Planning, Social Services, Organizational..., Grant Writing, Case Managment, Volunteer Management, Workshop Facilitation, Public Speaking, Staff Development, Grants, Case Management
Education
University of Saint Francis 1990 — 1995
MBA, Business
ITT Technicial Instutute 1984 — 1987
Bachelors of Science in Automated Manufacturing, Manufacturing
Antwerp Local HS
Antwerp Local HS
Goodwill Industries of Northeast Indiana July 2003 - Present
Lincoln Financial Group November 1999 - June 2003
Lincoln Financial Advisors 1995 - 1999
Lincoln Financial Advisors 1990 - 1995
Skills
Nonprofits, Training, Resume Writing, Fundraising, Career Counseling, Community Outreach, Program Development, Leadership Development, Event Planning, Social Services, Organizational..., Grant Writing, Case Managment, Volunteer Management, Workshop Facilitation, Public Speaking, Staff Development, Grants, Case Management
Education
University of Saint Francis 1990 — 1995
MBA, Business
ITT Technicial Instutute 1984 — 1987
Bachelors of Science in Automated Manufacturing, Manufacturing
Antwerp Local HS
Antwerp Local HS
Curtis Feaster's Lincoln Financial Advisors Experience July 2006 - August 2007
Job Program Manager at CTDI
Industry Electrical/Electronic Manufacturing
Experience
Communications Test Design, Inc. January 2013 - June 2014
Asian, Inc. October 2012 - January 2013
The National Center for American Indian Enterprise Development August 2007 - August 2012
Lincoln Financial Advisors July 2006 - August 2007
UBS Financial Services November 2004 - October 2005
IBM June 1998 - February 2001
Motorola June 1996 - June 1998
Motorola June 1994 - June 1996
Skills
Strategic Planning, Portfolio Management, Financial Analysis, Investments, Strategic Financial..., Financial Modeling, Marketing Strategy, Entrepreneurship, Strategy, Contract Negotiation, Real Estate, Leadership, Start-ups, Business Development, Management Consulting, Business Planning, Program Management, Cross-functional Team..., Management, Marketing, Risk Management, Budgets, Project Management, Business Strategy, Competitive Analysis, Executive Management, New Business Development, Mergers & Acquisitions, Financial Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance & Marketing
University of Michigan 1986 — 1991
B.S.E., Electrical Engineering: Electromagnetics and Applied Controls
Communications Test Design, Inc. January 2013 - June 2014
Asian, Inc. October 2012 - January 2013
The National Center for American Indian Enterprise Development August 2007 - August 2012
Lincoln Financial Advisors July 2006 - August 2007
UBS Financial Services November 2004 - October 2005
IBM June 1998 - February 2001
Motorola June 1996 - June 1998
Motorola June 1994 - June 1996
Skills
Strategic Planning, Portfolio Management, Financial Analysis, Investments, Strategic Financial..., Financial Modeling, Marketing Strategy, Entrepreneurship, Strategy, Contract Negotiation, Real Estate, Leadership, Start-ups, Business Development, Management Consulting, Business Planning, Program Management, Cross-functional Team..., Management, Marketing, Risk Management, Budgets, Project Management, Business Strategy, Competitive Analysis, Executive Management, New Business Development, Mergers & Acquisitions, Financial Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1994
MBA, Finance & Marketing
University of Michigan 1986 — 1991
B.S.E., Electrical Engineering: Electromagnetics and Applied Controls
Monica Sullivan, CFP, ChFC, RICP, DTM's Lincoln Financial Advisors Experience November 2000 - March 2004
Job Paraplanner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
National Planning Corporation (NPC) October 2008 - May 2014
National Planning Corporation (NPC) April 2008 - May 2014
MassMutual Financial Group March 2004 - April 2008
Lincoln Financial Advisors November 2000 - March 2004
Chevron August 1988 - May 2000
Skills
Fixed Annuities, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Series 7, Estate Planning, Uniform Combined State..., Disability Insurance, Series 63, Financial Planners, Investments, Long-term Care, Insurance, Life Insurance, Series 24, Presentation Coaching, Member of Toastmasters, Budget, Certified Financial..., Small Business, Proofreading, Account Reconciliation, Spreadsheets, Financial Accounting, Financial Services, Budgets, Finance, Variable Annuities, Securities, Investment Management, Wealth, Series 65, Saving for Education, 401k, Financial Goals, Wealth Accumulation, Asset Management, Series 6, Long Term Care Insurance, Income Protection, Portfolio Management, IRAs, Investment Strategies, Personal Financial..., 529 Plans, Financial Advisory, FINRA
Education
UC Berkeley Extension 1995 — 1997
Certificate in Financial Planning, Financial Planning and Services
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1988
BS, Business
Ameriprise Financial Services, Inc. June 2015 - Present
National Planning Corporation (NPC) October 2008 - May 2014
National Planning Corporation (NPC) April 2008 - May 2014
MassMutual Financial Group March 2004 - April 2008
Lincoln Financial Advisors November 2000 - March 2004
Chevron August 1988 - May 2000
Skills
Fixed Annuities, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Series 7, Estate Planning, Uniform Combined State..., Disability Insurance, Series 63, Financial Planners, Investments, Long-term Care, Insurance, Life Insurance, Series 24, Presentation Coaching, Member of Toastmasters, Budget, Certified Financial..., Small Business, Proofreading, Account Reconciliation, Spreadsheets, Financial Accounting, Financial Services, Budgets, Finance, Variable Annuities, Securities, Investment Management, Wealth, Series 65, Saving for Education, 401k, Financial Goals, Wealth Accumulation, Asset Management, Series 6, Long Term Care Insurance, Income Protection, Portfolio Management, IRAs, Investment Strategies, Personal Financial..., 529 Plans, Financial Advisory, FINRA
Education
UC Berkeley Extension 1995 — 1997
Certificate in Financial Planning, Financial Planning and Services
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1988
BS, Business
Kim Coyan's Lincoln Financial Advisors Experience September 2000 - March 2005
Job Independent Distributor at Advocare Independent Distributor
Industry Health, Wellness and Fitness
Experience
Kings Kids April 2015 - Present
Advocare Independent Distributor November 2013 - Present
KDM Signs August 2006 - April 2007
Lincoln Financial Advisors September 2000 - March 2005
Skills
Time Management, Human Resources, Interviews, Management, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Social Media
Education
University of Rio Grande and Rio Grande Community College 1992 — 1994
Anthropology
Kings Kids April 2015 - Present
Advocare Independent Distributor November 2013 - Present
KDM Signs August 2006 - April 2007
Lincoln Financial Advisors September 2000 - March 2005
Skills
Time Management, Human Resources, Interviews, Management, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Social Media
Education
University of Rio Grande and Rio Grande Community College 1992 — 1994
Anthropology
Hector Newton's Lincoln Financial Advisors Experience February 1981 - February 2005
Job
Industry
Experience
Lincoln Financial Advisors February 1981 - February 2005
Education
University of North Carolina at Chapel Hill 1954 — 1958
Bachelor of Science (BS), Banking & Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1954 — 1958
Bachelor of Science (BS), Banking & Finance
Lincoln Financial Advisors February 1981 - February 2005
Education
University of North Carolina at Chapel Hill 1954 — 1958
Bachelor of Science (BS), Banking & Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1954 — 1958
Bachelor of Science (BS), Banking & Finance
Alejandro Jerez's Lincoln Financial Advisors Experience July 2014 - Present
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors July 2014 - Present
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Concentrations in Finance and Marketing
Belen Jesuit Preparatory School 2001 — 2008
Lincoln Financial Advisors July 2014 - Present
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Concentrations in Finance and Marketing
Belen Jesuit Preparatory School 2001 — 2008
Warren Chang's Lincoln Financial Advisors Experience May 2009 - December 2009
Job Merrill Lynch Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
Citibank January 2011 - September 2013
Bank of America August 2010 - December 2010
Northwestern Mutual Financial Services May 2010 - August 2010
Vibe 12-15 Urban Dance February 2007 - March 2010
Precision Wealth Financial and Insurance Services August 2009 - February 2010
Lincoln Financial Advisors May 2009 - December 2009
Skills
Management, Banking, Credit, Finance, Portfolio Management, Retail Banking, Investments, Wealth Management, Sales, Leadership, Loans
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts, Business Ecomonics
Merrill Lynch September 2013 - Present
Citibank January 2011 - September 2013
Bank of America August 2010 - December 2010
Northwestern Mutual Financial Services May 2010 - August 2010
Vibe 12-15 Urban Dance February 2007 - March 2010
Precision Wealth Financial and Insurance Services August 2009 - February 2010
Lincoln Financial Advisors May 2009 - December 2009
Skills
Management, Banking, Credit, Finance, Portfolio Management, Retail Banking, Investments, Wealth Management, Sales, Leadership, Loans
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts, Business Ecomonics
Melissa Quesnell's Lincoln Financial Advisors Experience April 1993 - Present
Job Planner Assistant at Lincoln Financial Advisors
Industry
Experience
Lincoln Financial Advisors April 1993 - Present
Education
University of Cincinnati
Lincoln Financial Advisors April 1993 - Present
Education
University of Cincinnati
Carine Smith, CFP's Lincoln Financial Advisors Experience February 2005 - October 2006
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2007 - Present
Lincoln Financial Advisors February 2005 - October 2006
MassMutual Financial Group September 2004 - January 2005
Cornerstone Financial Group October 2003 - August 2004
Houston ISD August 1992 - May 1999
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Strategic Planning, New Business Development, Public Speaking, Financial Analysis, High Net Worth...
Education
University of St. Thomas (TX) 2002 — 2003
Certified Financial Planner, Certified Financial Planner
University of Houston 1995 — 1997
Statistics, Class work completed for a master’s degree in measurement and Statistics, emphasis in program evalua
University of Houston 1989 — 1992
Bachelor of Arts (B.A.), Major:French - German, Minor:Secondary Education, Summa Cum Laude
Ecole Superieure Commerciale de Lausanne, Switzerland 1985 — 1988
Maturite de Commerce, Maturite de Commerce
TIAA-CREF November 2007 - Present
Lincoln Financial Advisors February 2005 - October 2006
MassMutual Financial Group September 2004 - January 2005
Cornerstone Financial Group October 2003 - August 2004
Houston ISD August 1992 - May 1999
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Strategic Planning, New Business Development, Public Speaking, Financial Analysis, High Net Worth...
Education
University of St. Thomas (TX) 2002 — 2003
Certified Financial Planner, Certified Financial Planner
University of Houston 1995 — 1997
Statistics, Class work completed for a master’s degree in measurement and Statistics, emphasis in program evalua
University of Houston 1989 — 1992
Bachelor of Arts (B.A.), Major:French - German, Minor:Secondary Education, Summa Cum Laude
Ecole Superieure Commerciale de Lausanne, Switzerland 1985 — 1988
Maturite de Commerce, Maturite de Commerce
Dana Mike's Lincoln Financial Advisors Experience April 2012 - Present
Job Planner Assistant at FW Investment Centre
Industry Financial Services
Experience
Lincoln Financial Advisors April 2012 - Present
The BLUEBARN Theatre September 2014 - November 2014
Great Plains Theatre Conference May 2014 - May 2014
Kelly Financial Strategies March 2010 - November 2012
Starbucks Coffee Company December 2002 - March 2010
Education
University of Nebraska at Omaha 2011 — 2013
Bachelor's Degree
University of Nebraska at Omaha 2000 — 2002
Bachelor's Degree
University of Nebraska-Lincoln 1996 — 1998
Lincoln Financial Advisors April 2012 - Present
The BLUEBARN Theatre September 2014 - November 2014
Great Plains Theatre Conference May 2014 - May 2014
Kelly Financial Strategies March 2010 - November 2012
Starbucks Coffee Company December 2002 - March 2010
Education
University of Nebraska at Omaha 2011 — 2013
Bachelor's Degree
University of Nebraska at Omaha 2000 — 2002
Bachelor's Degree
University of Nebraska-Lincoln 1996 — 1998
Annette Tess's Lincoln Financial Advisors Experience February 2009 - February 2011
Job Business Manager for the Genesis Group Wealth Management
Industry Financial Services
Experience
Lincoln Financial Advisors February 2009 - February 2011
Education
University of North Texas
Bachelors of Science, Finance
Lincoln Financial Advisors February 2009 - February 2011
Education
University of North Texas
Bachelors of Science, Finance
Cary Short's Lincoln Financial Advisors Experience January 2007 - Present
Job Systems Analyst at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors January 2007 - Present
Wilson Lighting February 2002 - December 2006
Dunn Edwards Paint Computer April 2000 - April 2001
Skills
Microsoft Office 2003, microsoft office 2010, active directory, VBA, Technical Documentation, SOP, MS Project, Visio, Computer Hardware, Training & Development, Windows, Microsoft Office, Access, Documentation, XP, Windows 7, A+ Certified
Education
University of Phoenix 1996 — 2001
bsb, information systems, business
University of Phoenix 1996 — 2001
bsb, information systems, business
Lincoln Financial Advisors January 2007 - Present
Wilson Lighting February 2002 - December 2006
Dunn Edwards Paint Computer April 2000 - April 2001
Skills
Microsoft Office 2003, microsoft office 2010, active directory, VBA, Technical Documentation, SOP, MS Project, Visio, Computer Hardware, Training & Development, Windows, Microsoft Office, Access, Documentation, XP, Windows 7, A+ Certified
Education
University of Phoenix 1996 — 2001
bsb, information systems, business
University of Phoenix 1996 — 2001
bsb, information systems, business
Carol Kuo's Lincoln Financial Advisors Experience February 2001 - July 2005
Job Financial Services Professional
Industry Financial Services
Experience
Northern Trust February 2006 - March 2011
Northern Trust February 2006 - March 2011
Brown Brothers Harriman July 2005 - January 2006
Lincoln Financial Advisors February 2001 - July 2005
PaineWebber September 1999 - June 2000
Sagemark Consulting February 1997 - June 2000
Skills
Asset Allocation, Investments, Portfolio Management, Investment Strategies, Investment Advisory, Asset Managment, Strategic Financial..., Bloomberg, Trading, Series 7, Mutual Funds, Series 63, Securities, Alternative Investments
Education
University of California, Los Angeles Extension 2007 — 2007
Designation, Personal Financial Planner
University of California, Irvine 1996 — 2000
Bachelor of Arts (B.A.), Economics
Northern Trust February 2006 - March 2011
Northern Trust February 2006 - March 2011
Brown Brothers Harriman July 2005 - January 2006
Lincoln Financial Advisors February 2001 - July 2005
PaineWebber September 1999 - June 2000
Sagemark Consulting February 1997 - June 2000
Skills
Asset Allocation, Investments, Portfolio Management, Investment Strategies, Investment Advisory, Asset Managment, Strategic Financial..., Bloomberg, Trading, Series 7, Mutual Funds, Series 63, Securities, Alternative Investments
Education
University of California, Los Angeles Extension 2007 — 2007
Designation, Personal Financial Planner
University of California, Irvine 1996 — 2000
Bachelor of Arts (B.A.), Economics
Chad Christensen's Lincoln Financial Advisors Experience October 2003 - August 2010
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2012 - Present
US Navy August 2010 - April 2011
US Navy April 2010 - October 2010
Lincoln Financial Advisors October 2003 - August 2010
Office of Naval Intelligence Reserve Unit 0287 April 2003 - August 2010
National Security Agency Reserve Forces Directorate Liaison July 2009 - October 2009
Home Depot October 2002 - October 2003
Office of Naval Intelligence March 2000 - September 2002
US Navy May 1994 - April 2000
US Navy December 1998 - February 2000
Education
University of Maryland College Park 2000 — 2002
MBA, Finance
United States Naval Academy
BS, History; Spanish
Air Command and Staff College
Goldman Sachs August 2012 - Present
US Navy August 2010 - April 2011
US Navy April 2010 - October 2010
Lincoln Financial Advisors October 2003 - August 2010
Office of Naval Intelligence Reserve Unit 0287 April 2003 - August 2010
National Security Agency Reserve Forces Directorate Liaison July 2009 - October 2009
Home Depot October 2002 - October 2003
Office of Naval Intelligence March 2000 - September 2002
US Navy May 1994 - April 2000
US Navy December 1998 - February 2000
Education
University of Maryland College Park 2000 — 2002
MBA, Finance
United States Naval Academy
BS, History; Spanish
Air Command and Staff College
Dan Goldfarb's Lincoln Financial Advisors Experience June 2009 - August 2009
Job Examiner at Financial Industry Regulatory Authority
Industry Information Technology and Services
Experience
Financial Industry Regulatory Authority November 2012 - Present
IBM June 2010 - November 2012
Lincoln Financial Advisors June 2009 - August 2009
Eagle Nationwide Mortgage Company June 2009 - August 2009
Education
State University of New York at Albany 2006 — 2010
Bachelor of Science, Business Administration - Financial Analysis
State University of New York at Albany 2006 — 2010
Bachelor of Science in Business Administration, Financial Analysis
Financial Industry Regulatory Authority November 2012 - Present
IBM June 2010 - November 2012
Lincoln Financial Advisors June 2009 - August 2009
Eagle Nationwide Mortgage Company June 2009 - August 2009
Education
State University of New York at Albany 2006 — 2010
Bachelor of Science, Business Administration - Financial Analysis
State University of New York at Albany 2006 — 2010
Bachelor of Science in Business Administration, Financial Analysis
Theresa A. Bueno Gonzalez's Lincoln Financial Advisors Experience December 1996 - Present
Job Registered Principal at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors December 1996 - Present
Education
University of Houston
Bachelor of Science
Lincoln Financial Advisors December 1996 - Present
Education
University of Houston
Bachelor of Science
Denise Sorensen's Lincoln Financial Advisors Experience March 1991 - Present
Job Senior Contract Analyst at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors March 1991 - Present
Education
University of Nebraska-Lincoln
Bachelor of Applied Science (B.A.Sc.), home Economics
Lincoln Financial Advisors March 1991 - Present
Education
University of Nebraska-Lincoln
Bachelor of Applied Science (B.A.Sc.), home Economics
Richard A. Faraone's Lincoln Financial Advisors Experience 2002 - Present
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors 2002 - Present
Skills
Wealth Management, Asset Management, Estate Planning, Investments
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1994
Bachelor's degree, Business
Lincoln Financial Advisors 2002 - Present
Skills
Wealth Management, Asset Management, Estate Planning, Investments
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1994
Bachelor's degree, Business
Anna Colitti's Lincoln Financial Advisors Experience September 2013 - July 2014
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors September 2013 - July 2014
Pitney Bowes August 2012 - September 2012
Shekinah September 2010 - September 2010
Skills
Research, Statistics, Data Analysis, Communication, Writing, Presentations, PowerPoint, Microsoft Excel, Microsoft Word, Stata, Analysis, Marketing, Public Speaking, Finance, Investments, Insurance
Education
UCLA 2010 — 2013
Bachelor's degree, Economics
Frontier High school 2006 — 2010
High School Diploma
Lincoln Financial Advisors September 2013 - July 2014
Pitney Bowes August 2012 - September 2012
Shekinah September 2010 - September 2010
Skills
Research, Statistics, Data Analysis, Communication, Writing, Presentations, PowerPoint, Microsoft Excel, Microsoft Word, Stata, Analysis, Marketing, Public Speaking, Finance, Investments, Insurance
Education
UCLA 2010 — 2013
Bachelor's degree, Economics
Frontier High school 2006 — 2010
High School Diploma
Margaret L. Condyles's Lincoln Financial Advisors Experience February 2004 - July 2011
Job CFO at Il Forno Bakery
Industry Financial Services
Experience
Il Forno Bakery April 2012 - Present
Lincoln Financial Advisors February 2004 - July 2011
Skills
Strategic Planning, Public Speaking, Management, Research, Marketing Strategy, Microsoft Office, Teaching, Social Media, Sales, Marketing, Public Relations, Editing, Microsoft Word
Education
University of Minnesota-Twin Cities
Master of Fine Arts (M.F.A.), Directing, Acting, Theatre
Western Michigan University
Bachelor of Arts (B.A.), Theatre, Communications
Il Forno Bakery April 2012 - Present
Lincoln Financial Advisors February 2004 - July 2011
Skills
Strategic Planning, Public Speaking, Management, Research, Marketing Strategy, Microsoft Office, Teaching, Social Media, Sales, Marketing, Public Relations, Editing, Microsoft Word
Education
University of Minnesota-Twin Cities
Master of Fine Arts (M.F.A.), Directing, Acting, Theatre
Western Michigan University
Bachelor of Arts (B.A.), Theatre, Communications