Experience
The Boston Consulting Group  June 2015 - August 2015
Lincoln Financial Distributors   July 2012 - May 2014
Operation Ava  February 2012 - June 2012
Lincoln Financial Distributors   August 2011 - February 2012
Lincoln Financial Group  July 2010 - August 2011
The Consulate of Canada   January 2007 - April 2007

Skills
Leadership, Integrated Marketing, Market Research, Marketing, Social Media Marketing, Project Management, Social Media, Analytics, Project Planning, Newsletters, Research, Data Analysis, Marketing Communications, Strategy, French, Strategic Planning, Public Speaking, International Business, Competitive Analysis, Strategic Partnerships, Business Process..., Product Marketing, Financial Services, Investments, Customer Service, PowerPoint, Business Analysis

Education
Columbia University - Columbia Business School   2014 — 2016
Master of Business Administration (M.B.A.)

TEMPLE UNIVERSITY, Fox School of Business   2004 — 2010
Bachelor, Business Administration; Finance and International Business

Experience
The Bensinger Group, Inc.   October 2014 - Present
Lincoln Financial Distributors   April 2006 - September 2014
Lincoln Financial Distributors   December 2001 - April 2006
TBG Financial  December 1999 - December 2001
CRG Financial Services, Inc.   April 1999 - December 1999
Compensation Resource Group, Inc.   August 1994 - April 1999
Mullin Consulting  October 1993 - August 1994
Worldwide Church of God  June 1991 - October 1993
Ambassador International Foundation   June 1989 - April 1990

Education
College for Financial Planning
Masters of Science, Financial Planning

Ambassador University   1985 — 1991
Bachelor of Liberal Arts, Theology

UCLA   1993 — 1994
Coursework in Accounting

Experience
ALM Media, LLC  March 2015 - Present
SharedXpertise Media LLC   April 2013 - January 2015
Hands-On Seminars  June 2012 - April 2013
Dress for Success Worldwide  September 2007 - December 2011
Kaplan Test Prep and Admissions  June 2010 - October 2011
Kaplan Test Prep  November 2009 - May 2010
Baruch College, Zicklin School of Business  May 2008 - July 2009
New York Life Insurance Company  November 2004 - May 2007
Lincoln Financial Distributors   April 2003 - October 2004
The Guardian Life Insurance Company of America  September 2000 - March 2003

Skills
CRM, Marketing, Event Management, Social Media, Program Management, Public Relations, Public Speaking, Management, Lead Generation, Recruiting, Staff Development, Community Outreach, Business Development, Event Planning, Business Relationship..., New Business Development, Marketing Strategy, Nonprofits, Higher Education, Admissions, Social Media Marketing, Volunteer Management, Volunteer Training, Account Management, Copywriting, Enrollment Management, Student Recruitment, Higher Education..., Alumni Relations, Staff Management, Territory Planning, Direct Sales, Graduate Recruitment, Relationship Marketing, Partnership Development, MBA, Event Marketing, Consultative Selling, Developing Client..., Non-profits, Salesforce.com, Pipeline Management, Drupal, WordPress, Association Management, Corporate Website...

Education
Baruch College, City University of New York (CUNY)   2008 — 2009
Master of Business Administration (M.B.A.), Marketing

Millersville University of Pennsylvania
Bachelor's Degree, Psychology

Experience
Bayhealth Wound Care Center   June 2012 - Present
LevLane Advertising  March 2008 - June 2011
Lincoln Financial Distributors   April 2004 - March 2008
Portfolio Marketing Group   February 1992 - November 2003

Skills
Advertising, Event Planning, Process Scheduler, Creative Direction, Administrative..., Budgets, Filing, Customer Service, PowerPoint, Microsoft Excel, Drawing, Watercolor, Project Management

Education
Art Institute of Philadelphia   1982 — 1984
Associates Degree in Specialized Technology, Commercial Art, Illustration

Polytech Adult Education   2011 — 2012
Certified Medical Administrative Assistant, Health/Health Care Administration/Management, 96 average

Experience
Law Offices of Tacopina Seigel & Turano, P.C.   May 2014 - September 2014
Lincoln Financial Distributors   April 2013 - September 2013
EMC  April 2012 - June 2012
SocialFlow  August 2011 - March 2012

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop

Education
University of Pennsylvania   2013 — 2015
Bachelor's Degree, Political Science and Government, Senior

Drexel University   2010 — 2013
Bachelor's Degree, Political Science and Government

Experience
Ohio National Financial Services  March 2015 - Present
Lincoln Financial Distributors   April 2005 - March 2010
PLANCO  December 1999 - April 2005
Jackson  February 1999 - December 1999

Skills
External Wholesaler..., Series 63, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Wealth Management, Asset Allocation, 401k, Investments, Insurance, Series 6, Financial Planning

Education
California State University-Northridge   1988 — 1993
Bachelor of Arts (B.A.), Speech Communication/Option Sales & Marketing

Experience
Mercer Advisors  August 2015 - Present
USAA Wealth Management  January 2014 - March 2015
New Albany Capital Partners, LLC   August 2011 - January 2014
KGL Holdings   October 2009 - March 2010
Nationwide Financial  July 2008 - September 2009
Agility (Formerly PWC Logistics)   December 2006 - June 2008
Lincoln Financial Distributors   February 2005 - November 2006
Wachovia Bank  2002 - 2004
Sun Life Financial  2000 - 2002
Nationwide Financial Services  1993 - 2000

Skills
Strategic Planning, Risk Management, Business Development, Portfolio Management, Strategy, Operations Management, Leadership, Management, Business Planning, Business Strategy, New Business Development, Competitive Analysis, Process Improvement, Team Building, Analysis, Executive Management, Budgets, Investments, Strategic Financial..., Insurance, Cross-functional Team..., Program Management, CRM, Forecasting, Team Leadership, Project Planning, Account Management, Negotiation, Contract Negotiation, Mergers & Acquisitions

Education
Xavier University - School of Business Administration   1998 — 2000
MBA

Ohio University   1982 — 1986
BBA, Marketing

College for Financial Planning
Certified Financial Planner™ (CFP®)

The American College
Chartered Life Underwriter (CLU)

The American College
Chartered Financial Consultant (ChFC)

Experience
Lincoln Financial Group  November 1992 - Present
Lincoln Financial Distributors   April 2005 - January 2011
Lincoln Financial Group  1999 - 2005
Lincoln Financial Advisors  January 1998 - December 1999
Lincoln Financial Advisors  November 1992 - December 1998

Skills
Retirement Planning, Recruiting, Sales Presentations, Sales Management, Sales, Sales Management..., Leadership, Leadership Development, Strategic Financial..., Risk Management, Securities, Talent Management, Financial Services, Relationship Management, Insurance, Retirement, Financial Planners, Marketing Communications, Coaching, Investments, Pensions, Public Speaking, Strategic Planning, Team Building, Management, Financial Advisory, Executive Management, Defined Contribution, 401k, Business Planning, Asset Management, Life Insurance, Wealth Management, Employee Benefits, Strategy, Series 63, Marketing, Fixed Income, Alternative Investments, Portfolio Management, Mutual Funds, Series 7, Series 6

Education
The University of Georgia   1981 — 1983
AB, Economics

Columbus State University   1978 — 1980
Business

Experience
RetireWell Administrators, LLC   January 2014 - Present
Lincoln Financial Distributors   September 2010 - December 2013
ADP  August 2009 - September 2010
Customer Account Manager   June 2008 - June 2009

Skills
Series 63, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Investments, Series 6, Fixed Annuities, Insurance, Wealth Management, Financial Services, Life Insurance, Strategic Financial..., Asset Allocation, Relationship Management, Salesforce.com, Financial Advisory, Securities, Sales

Education
Delaware Valley College   2000 — 2004
Bachelor's degree, Business Administration and Management, General

Experience
Geek Squad  February 2015 - Present
The International Man of Music   May 1993 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)   April 2010 - October 2011
Protective Life  April 2008 - November 2009
Lincoln Financial Distributors   October 2004 - June 2007
LM Berry Company  September 1997 - September 2000
Belmont University  1990 - 1993

Skills
Studio Recording, Mixing, Composing, Financial Economics, Investments, International..., Economics, Digidesign Pro Tools, Pro Tools, Audio Mixing, Mixer, Recording, Direct Sales, Sales Process, Sales Trainings, Sales Skills Training, Music, Public Speaking, Production, Team Building, Budgeting, Social Networking, Social Media, Customer Service, Business Strategy, Problem Solving, Coaching, Writing, Audio, Entertainment, Financial Planning, English, Series 7, Series 63, Series 65, Series 31, Composition, Strategic Financial..., Sound, Sales, Budgets, Wealth Management, Securities, FINRA, Mutual Funds, Songwriting, Asset Allocation, Management, Audio Engineering, Fixed Annuities

Education
Belmont University   1988 — 1993
BBA, Music Business

Amarillo High School   1985 — 1988
High School Diploma

Experience
Hartford School of Insurance   May 2014 - Present
The Hartford  July 2010 - April 2014
The Hartford  May 2008 - July 2010
Lincoln Financial Distributors   April 2003 - May 2008
The Hartford  November 2001 - April 2003
Aetna  August 1999 - November 2001

Skills
Customer Service, Sales, Management, Account Management, Sales Management, Team Building, Training & Development, Insurance, Adobe eLearning Suite, PowerPoint development, Annuity Sales, Life Insurance, Property & Casualty..., Commercial Insurance, Group Benefits, eLearning Development, Marketing, Leadership

Education
Central Connecticut State University   1992 — 1995
Bachelor's Degree, Organizational Business Communication

Experience
Zavino Wine Bar and Pizzeria   March 2014 - Present
BethEast Financial Group   January 2013 - Present
American Portfolios  2011 - December 2013
Lincoln Financial Distributors   2003 - 2010

Education
Cornell University   1999 — 2003
Applied Economics & Management, Business

Experience
Lincoln Financial Distributors   July 2015 - Present
Ingham Retirement Group  November 2014 - July 2015
LPL Financial  December 2013 - October 2014
LPL Financial  December 2010 - December 2013
National Retirement Partners  January 2008 - December 2010
Maxim Healthcare Services  June 2006 - December 2007

Skills
Series 7, Retirement, 401k, Retirement Planning, Defined Benefit, ERISA, Investment Advisory, Mutual Funds, Investments, Wealth Management, Pensions, Retirement Plan..., Asset Allocation, Securities, Financial Advisory, Series 63, Investment Strategies, IRAs, Fixed Annuities, Qualified Retirement..., Defined Contribution, Uniform Combined State..., Alternative Investments, Asset Management

Education
Clarkson University   2001 — 2006
BS, e-Business; Business & Technology Management; Economics (m), 3.0 GPA

G. Ray Bodley High School   1998 — 2001
High School Diploma

Experience
Vanguard  October 2011 - Present
Vanguard  September 2010 - October 2011
Vanguard  April 2006 - September 2010
Lincoln Financial Distributors   January 2005 - March 2006
Lincoln Financial Group  July 2002 - January 2005

Skills
Project Management, Email Marketing, Portfolio Management, Microsoft Office, Relationship Management, Marketing Communications, Mutual Funds, Leadership, Strategic Planning, Financial Services, Marketing Strategy, Investments, Asset Management, Series 7, Marketing, Digital Marketing, Strategy, Market Research, Series 63, Budgets, Social Media, Sales, Competitive Analysis, Analytics, CRM

Education
St. Joseph's University   2010 — 2013
MBA, Managing Human Capital

Boston College   1998 — 2002
B.S., Marketing and Finance

Experience
Lincoln Financial Distributors   June 2014 - Present
Palmetto GBA  May 2011 - January 2014
Vector Marketing  October 2010 - January 2011
National League of Junior Cotillions  August 2007 - July 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, HTML, English, C

Education
Clemson University - College of Business and Behavioral Science   2010 — 2014
Bachelor of Science (B.S.), Marketing

Tri-County Technical College   2010 — 2011
Marketing

Experience
Tech Vault, Inc.   December 2013 - Present
Quest Diagnostics  May 2006 - November 2013
Lincoln Financial Distributors   November 2004 - May 2006
Towers Perrin  November 2002 - November 2004

Skills
Vendor Management, Troubleshooting, ITIL, Data Center, Healthcare Information..., Process Improvement, Disaster Recovery, Software Documentation, Change Management, IT Management, SharePoint, System Administration, IT Strategy, Visio, IT Service Management, IT Operations, Integration, Active Directory, VMware, Information Technology, System Deployment, Citrix, Servers, Technical Support, Windows Server, Help Desk Support, Microsoft Exchange, Incident Management, VPN, Windows XP, Virtualization, Group Policy, Blackberry Enterprise..., Windows 7, Hardware, BMC Remedy, Software Installation, DNS

Education
Capella University

Temple University - (TUCAT Campus)

Experience
Virtus Investment Partners  November 2013 - Present
Barnum Financial Group  August 2013 - November 2013
Lenox Advisors  September 2011 - January 2013
Maffe Financial Group  September 2009 - September 2011
The Hartford  March 2008 - July 2009
Lincoln Financial Distributors   January 2007 - February 2008

Skills
Investments, Insurance, Strategic Financial..., Account Management, Mutual Funds, Retirement Planning, Risk Management, Strategic Planning, Series 7, Long-term Care, Equities, Estate Planning, Investment Advisory, Employee Benefits, Securities, Life Insurance, Fixed Annuities, Financial Planning, Sales Management, Capital Markets

Education
Central Connecticut State University   2002 — 2006
Bachlor of Science, Marketing and Finance

Experience
Lincoln Financial Distributors   March 2010 - Present
ING  2001 - 2009
ING  2000 - 2001
ING  1998 - 2000

Skills
Sales, Series 6, Series 63, Insurance, Fixed Annuities, Variable Annuities, FINRA, Business Strategy, Defined Contribution, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Wealth Management

Education
Bucknell University   1987 — 1988
BA, Political Science

Morris County College   1984 — 1986
AS, Business Management

Experience
Lincoln Financial Group  March 2014 - Present
Lincoln Financial Distributors   January 2012 - Present
Lincoln Financial Distributors   January 2011 - January 2012
TV Guide Network  February 2010 - January 2011

Skills
Microsoft Excel, Concur, SharePoint, SAP, Account Management, Social Media, Social Media Marketing, Marketing, Marketing Strategy, Marketing Communications, Facebook, Advertising, Strategic Partnerships, Sales, Event Planning, New Business Development, Fixed Annuities, Salesforce.com, Series 63, Retirement Planning, Insurance, Financial Services

Education
James Madison University   2005 — 2009
Bachelor of Science, Communication; History

Cyprus College   2008 — 2008
Study Abroad, Communication; Greek History

Shawnee High School   2001 — 2005

University of Nicosia

Experience
Starneth   June 2013 - Present
Park Plaza Gardens  2013 - 2015
Park Plaza Gardens  2013 - 2015
Lincoln Financial Distributors   July 2011 - 2013
Wishoo  February 2003 - September 2007

Skills
Brand Development, Account Management, Salesforce.com, Sales, Marketing, Sales Presentations, New Business Development, Sales Management, Marketing Strategy

Education
Daytona College   1998 — 2000
Bachelor of Science (BS), Graphic Design

Daytona Beach Community College   1991 — 1992
Cosmetology

Experience
Lincoln Financial Distributors   April 2013 - Present
Lincoln Financial Group  September 2011 - April 2013
West Chester Area School District  June 2008 - August 2011

Skills
Elementary Education, Microsoft Word, Microsoft Excel, Training, Team Building, Curriculum Design, Differentiated..., Classroom Management, Fixed Annuities, Sales, Early Childhood..., Smartboard, Cpr Certified, Salesforce.com, Guided Reading, Series 6, Series 63, Reading Comprehension, DIBELS, Microsoft Publisher

Education
Cabrini College   2004 — 2008
Bachelor's degree, Elementary Education and Teaching

Experience
Matthews Asia  September 2014 - Present
Voya Investment Management  September 2011 - June 2014
FAF Advisors  December 2007 - January 2011
Cornerstone Real Estate Funds  March 2006 - November 2007
Lincoln Financial Distributors   2003 - 2005
Strong Capital Management  2001 - 2003
Fidelity Investments  1998 - 2001
Nuveen  1991 - 1998
New England Financial  1985 - 1989

Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Asset Managment, Separately Managed..., Asset Allocation, ETFs, Securities, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Investment Management, Retirement Planning, Financial Services, Retirement

Education
Dartmouth College   1980 — 1984
Bachelor's degree, Philosophy and Religious Studies

Experience
Edward Jones  December 2014 - Present
AIG American General Life Insurance   October 2013 - November 2014
TIAA-CREF  October 2012 - October 2013
Lincoln Financial Distributors   January 2008 - October 2012
A.G. Edwards   1997 - 2002

Education
Southern Illinois University, Edwardsville   1991 — 1995
B.S., Economics

College for Financial Planning
Certified Financial Planner & Chartered Retirement Planning Counselor Programs

The American College
ChFC - Chartered Financial Consultant & CLU - Chartered Life Underwriter Programs

Experience
Middlesex Hospital  October 2010 - Present
M3 Financial  September 2009 - June 2010
Elliott Insurance Group   October 2008 - September 2009
Lincoln Financial Distributors   June 2008 - October 2008
Direct Response Media, Inc.   March 2006 - August 2006

Skills
Strategic Planning, Public Speaking, Insurance, Management, Competitive Analysis, Email Marketing, Human Resources, CRM, Trade Shows, Business Development, Market Planning, Sales, Account Management, Microsoft Word, Healthcare, Social Media, Social Media Marketing, Cold Calling, Training, Marketing Communications, Marketing Strategy

Education
Drexel University   2005 — 2008
Bachelor of Science, Business and Marketing

Drexel University March 2008   2004 — 2008
Bachelor of Science, Business Administration; Marketing

Thomaston High School

Experience
National Life Group  January 2013 - Present
Marsh  2010 - September 2012
Lincoln Financial Distributors   August 2004 - February 2009
AXA Equitable  August 1999 - July 2004
Provident Mutual  April 1993 - August 1999
Ameriprise Financial  October 1983 - April 1993

Skills
Sales Management, Marketing Strategy, Leadership, Competitive Analysis, Insurance, Product Development, Business Development, Risk Management, New Business Development, Executive Management, Customer Service, Financial Services, Strategy, Account Management, CRM, Relationship Management, Fixed Annuities, Sales, Strategic Financial..., Business Planning, Strategic Planning, Mergers & Acquisitions, Business Strategy, Investments, Life Insurance, Series 6, Retirement, Retirement Planning, Series 63, Long-term Care, 401k, Mutual Funds, Series 7, Disability Insurance, Brokers, Wealth Management, Long Term Care Insurance, Variable Annuities, Term Life Insurance, Underwriting, Financial Planners, Estate Planning, Financial Advisory, Health Insurance, Wealth, Securities, Investment Advisory, Asset Allocation, Financial Planning

Education
College for Financial Planning   1987 — 1988
CFP

University of Evansville   1977 — 1981
B.S. Business, Marketing

Harrison High School   1973 — 1977

Experience
Lincoln Financial Group  August 2010 - Present
Lincoln Financial Group (formerly Jefferson Pilot and Chubb Life)   2010 - Present
Lincoln Financial Distributors   2008 - 2009
Lincoln Financial Group  1998 - 2009
Lincoln Financial Distributors   2006 - 2008
Jefferson Pilot Financial  2004 - 2006
Jefferson Pilot Financial  2003 - 2004
Jefferson Pilot Financial  2000 - 2002

Skills
Fixed Annuities, Retirement, Life Insurance, Insurance, Financial Advisory, Retirement Planning, Strategy, Series 6, Annuity Sales, Sales, Sales Operations, 401k, Marketing, Leadership, CRM, Business Development, Series 7, Mutual Funds, Variable Annuities, Management, Financial Services, Wealth Management, Series 63, Asset Allocation, Term Life Insurance, Strategic Financial..., Investments, Sales Management, Securities, Financial Planning

Education
Clarkson University   1991 — 1993
Bachelor of Science, Interdisciplinary Engineering & Management

Mohawk Valley Community College   1988 — 1991
Associate, Engineering Science

The American College
Interdisciplinary Engineering & Management

Experience
HDB Consulting Group   August 2012 - Present
American Beacon Advisors  November 2010 - February 2012
Alternative Core Solutions   June 2010 - December 2010
HDB Consulting Group   September 2009 - August 2010
Lincoln Financial Distributors   March 2005 - September 2009
Invesco Aim  January 1996 - February 2005
INVESCO  1995 - 2005
Eaton Vance  January 1989 - January 1995

Skills
Leadership Development, Coaching, Strategic Planning, Team Building, Sales Management, Mutual Funds, Series 6, Alternative Investments, Series 63, Series 7, Asset Managment, Investments, Marketing Strategy, Leadership, HAL, Mentoring, Asset Allocation, Separately Managed..., Marketing, Investment Strategies, CRM, Public Speaking, Selling, Wealth Management, Sales, Risk Management, Asset Management, Training, Strategy, Fixed Annuities, Competitive Analysis, Retirement Planning, Sales Operations, Executive Management, Employee Benefits, Small Business, Financial Advisory, Finance, Series 65, ETFs, FINRA, Insurance, 401k, Strategic Financial..., Retirement, Uniform Combined State..., Investment Advisory, Relationship Management, Securities, Variable Annuities

Education
Boston College   1976 — 1977
BA&S

Boston College   1974 — 1977
Bachelor of Applied Science (B.A.Sc.)

University of Rhode Island   1973 — 1975

Warwick Veterans   1969 — 1973

Experience
Enspire Investments   June 2015 - Present
GreenEdge Partners, LLC   January 2009 - May 2015
Lincoln Financial Distributors   May 2010 - November 2014
Lincoln Financial Distributors   April 2009 - June 2010
Lincoln Financial Distributors   April 2006 - April 2009
Lincoln Financial Distributors   November 2003 - March 2006
Fidelity Investments  January 1998 - October 2003
Fidelity Investments  July 1995 - December 1997
Fidelity Investments  October 1994 - June 1995
Fin -Plan Group   June 1991 - September 1994

Skills
Series 63, Mutual Funds, Retirement Planning, Series 7, Business Development, Marketing Strategy, 401k, Series 6, Separately Managed..., Wealth Management, Financial Services, Insurance, Retirement, Investments, Fixed Annuities, Asset Allocation, Financial Planning, Sales, Asset Management

Education
Boston College   1987 — 1991
BS, Business Administration and Management; Marketing

Center for Fiduciary Studies
Accredited Investment Fiduciary

University of Pennsylvania - The Wharton School
SIFMA, Securities Industry Institute

Experience
Omicron Systems.net   July 2014 - Present
Principal Financial Group  June 2012 - July 2014
3 Pointe Financial   August 2005 - July 2012
Lincoln Financial Distributors   2001 - 2005
Conseco  1998 - 2001
Pacific Life  1995 - 1998

Skills
Sales Management..., Direct Sales, Key Account Management, B2B Marketing, Business Continuity..., Employee Benefits, Estate Planning, Risk Management, Employee Wellness, Executive Benefit..., Business Overhead..., Leadership, Executive Management, Investment Advisory, Corporate Development, Business Coaching, Portfolio Management, Strategic Partnerships, Wellness Programs, Financial Planning

Education
California State University-Long Beach   1986 — 1992
BA

Los Alamitos High School   1985 — 1986
General

Hellgate High School - Missoula MT   1982 — 1985
General

Experience
Transamerica Life Insurance Company  January 2015 - Present
Crump Life Insurance Services  January 2012 - January 2015
MetLife  November 2010 - January 2012
Sun Life Financial  November 2009 - November 2010
Lincoln Financial Distributors   July 2005 - February 2009

Skills
Business Development, Wealth Management, Sales Management, Public Speaking, Sales Operations, Fixed Annuities, Sales, Selling, Long-term Care, Insurance Planning, Investments

Education
Bentley University
BS, AS, Marketing, Management

Glastonbury High School

Experience
Republic Airways Holdings, Inc.   December 2014 - Present
flyADVANCED  November 2013 - November 2014
Airline Transport Professionals  June 2012 - June 2013
Airline Transport Professionals  October 2011 - April 2012
US Navy  June 2010 - June 2011
Lincoln Financial Distributors   March 2008 - September 2009
Voorhees Township Board of Education   March 2007 - September 2007

Skills
Aviation, Team Leadership, Process Improvement, Troubleshooting, Team Building, Commercial Aviation, Security Clearance, Microsoft Office, Customer Service, Training

Education
Drexel University   2005 — 2010
Bachelor of Science, Information Technology

Experience
PENN Capital Management  October 2014 - Present
Lincoln Financial Distributors   October 2011 - May 2014
Lincoln Financial Distributors   June 2010 - October 2011
Lincoln Financial Distributors   June 2008 - June 2010
Lincoln Financial Distributors   December 2007 - June 2008
SEI  May 2004 - December 2007

Skills
Series 6, Series 63, Fixed Annuities, Series 7, Retirement, Retirement Planning, Long-term Care, Securities, FINRA, Public Speaking, Separately Managed..., Mutual Funds, Financial Advisory, Investments, Wealth Management, Variable Annuities, Sales, Financial Services, Finance, Asset Management, Asset Allocation, Financial Planning, Insurance

Education
Albright College
Bachelor of Science, Finance and Accounting

Experience
Lincoln Financial Distributors   November 2014 - Present
Lincoln Financial Group  November 2013 - Present
Vanguard  January 2012 - November 2013
Educational Benchmarking, Inc   January 2011 - January 2012
MF Global  January 2006 - January 2012
Binghamton University  November 2010 - February 2011
American Student Assistance  2006 - 2009
Harvard University  April 2004 - September 2006
Massachusetts Institute of Technology  March 2006 - August 2006
Bedford/St. Martins Publishing   2001 - 2003

Skills
Corporate Communications, Marketing Communications, Blogging, Newsletters, Press Releases, Strategic Communications, Digital Strategy, Editing, Marketing Strategy, Social Media, Internal Communications, Editorial, Publishing, Copy Editing, Integrated Marketing, Non-profits, Management, Email Marketing, Fundraising, Media Relations, Web Content, SEO, Public Relations, Online Advertising, Advertising, Web Analytics, Marketing, Content Development, Strategy, Copywriting, Market Research, Content Strategy, White Papers

Education
Brown University   1996 — 1999
A.B., Literature with Honors in Creative Writing

Emerson College   2000 — 2003
MFA, Creative Writing

Lower Merion High School   1991 — 1995

Experience
Lincoln Financial Advisors  April 2014 - Present
It's Only Cupcakes   December 2012 - Present
Lincoln Financial Distributors   July 2008 - April 2014
ING  January 2007 - July 2008
Xerox, Gold 'n' Copy   November 2005 - December 2006

Skills
Insurance, Risk Management, Financial Analysis, Customer Service, Marketing Strategy, Strategic Planning, Banking, Microsoft Excel, Microsoft Office, Project Management, PowerPoint, Microsoft Word, Six Sigma Green Belt, Six Sigma Yellow Belt, Series 63

Education
Cornell University
Certificiate, Project Leadership

Shippensburg University of Pennsylvania   2000 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies

Experience
Danone North American Companies  January 2015 - Present
The Dannon Company  August 2013 - December 2014
The Dannon Company  June 2012 - August 2012
The GRAMMY Museum  March 2012 - April 2012
Lincoln Financial Group  June 2009 - June 2011
Lincoln Financial Advisors  September 2008 - August 2009
Lincoln Financial Distributors   August 2007 - August 2008
Mediacom  June 2006 - August 2006
Valley Heart Group   June 2004 - August 2005

Skills
Series 63, Marketing, Product Management, Financial Services, Retirement, Competitive Analysis, Strategic Planning, Business Development, Market Research, Investments, Financial Modeling, Marketing Strategy, Research, Series 6, New Product..., CRPC, Chartered Retirement..., Segmentation, Relationship Management, Brand Management, Customer Insight, Brand Awareness, Salesforce.com, Insurance, New Business Development, Social Media, Market Analysis

Education
University of Michigan - Stephen M. Ross School of Business   2011 — 2013
Master of Business Administration, Strategy and Marketing

Cornell University   2003 — 2007
Bachelor of Science, Policy Analysis & Management

Edgemont HS   1999 — 2003
High School Diploma

Experience
Voya Financial  April 2014 - Present
ING U.S.   October 2007 - April 2014
The Hartford  July 2004 - October 2007
Lincoln Financial Distributors   1987 - 2001

Skills
SDLC, IT Strategy, Vendor Management, Business Analysis, Enterprise Architecture, IT Management, Project Portfolio..., Disaster Recovery, Program Management, Change Management, PMO, Process Improvement, Risk Management, Governance, Business Intelligence

Education
Central Connecticut State University   1974 — 1978
BS, Education

Experience
Lincoln Financial Distributors   September 2015 - Present
Northwestern Mutual  November 2013 - May 2015
USAF  March 2007 - March 2011

Skills
Integrity, Entrepreneurship, Critical Thinking, Accountability, Decisiveness, Project Management, Time Management, Business Ethics

Education
Drexel University - College of Business and Administration   2011 — 2013
Bachelor of Science in Business Administration, Concentration in Finance

Defense Language Institute   2007 — 2007
Linguistic Certification, Spanish

Centralia Township High School   2000 — 2004
High School Diploma

Experience
TIBCO Software Inc.  August 2013 - Present
TIBCO Spotfire  June 2011 - August 2013
CareerNumbers   March 2010 - June 2011
Lincoln Financial Group  August 2008 - July 2009
Lincoln Financial Distributors   August 2007 - August 2008
EMC  June 2006 - August 2006
College Works Painting  February 2005 - September 2005

Skills
Marketing, Salesforce.com, Sales Operations, Analytics, Business Development, SaaS, Sales, Enterprise Software, Account Management, Cold Calling, Pre-sales, Strategic Partnerships, Advertising, Lead Generation, Solution Selling, CRM, New Business Development, Sales Process, Professional Services, Cloud Computing, B2B, Sales Enablement, Competitive Analysis, Business Intelligence, Demand Generation, Selling, Partner Management, Business Alliances, Go-to-market Strategy, Software Industry, Strategy, Product Marketing, Direct Sales, Product Management, Channel Partners, Email Marketing, Start-ups, Sales Management, Cross-functional Team..., Marketing Automation, Product Launch, Consulting, International Sales, Marketing Management, Market Research, B2B Marketing, Online Marketing, Customer Acquisition, Direct Marketing

Education
Boston College   2003 — 2007
B.S. in Management, Carroll School of Management, Majors in Finance and History

Experience
Borthwick Mortuary & Hawaiian Memorial Park Cemetery   August 2013 - September 2014
Liberty Mutual Insurance  October 2011 - September 2014
Lincoln Financial Distributors   July 2006 - October 2011
Edward Jones  July 2010 - September 2011
Reed Smith LLP  May 2002 - July 2006
United Way of Allegheny County - Represented Reed Smith LLP   July 2002 - December 2002
The Media Research Center   May 2001 - September 2001
Legends Resort & Country Club   September 1999 - May 2000
U.S. House of Representatives   August 1996 - June 1997

Skills
Public Speaking, Leadership, New Business Development, Business Strategy, Marketing, Management, Sales, Team Building, Recruiting, Program Management, Budgets, Training, Negotiation, Fundraising, Analysis, Strategic Planning, Project Management, Entrepreneurship, Start-ups, Sales Operations, Business Development, Customer Service, Insurance

Education
Grove City College   1998 — 2002
Bachelor of Science (B.S.), International Business

Grove City College   1998 — 2002
Bachelor of Arts (B.A.), Political Science

Vernon Twp. High School

American Academy McAllister Institute of Funeral Service   2012 — 2014
A.O.S., Funeral Service and Mortuary Science, 4.0

U.S. House Page School   1996 — 1997

Experience
Lincoln Financial Group  October 2010 - Present
Lincoln Financial Group  July 2007 - November 2010
Lincoln Financial Distributors   September 2003 - July 2007
Independent Consultant  2003 - 2005
The Risk Management Association  February 1999 - September 2003
The Risk Management Association  1998 - 2003
Kappa Books, Inc.   1996 - 1998

Skills
Copywriting, Marketing Communications, Marketing, Email Marketing, Digital Marketing, Marketing Strategy, Strategic Planning, Internal Communications, Content Management, Event Planning, Strategic Communications, Project Management, Program Management, E-commerce, Strategy, Event Management, Trade Shows, Sales, Management

Education
Saint Joseph's University/Philadelphia Chapter of the American Marketing Association   2013 — 2013
Certificate in Marketing Excellence

Cornell University   2012 — 2013
Marketing Strategy for Business Leaders Certificate

Project Management Institute   2003 — 2003
Certificate

University of Rhode Island   1992 — 1996
B.A.

Harriton High School   1989 — 1992

Experience
American Friends of the Czech Republic   2010 - Present
Goldman Sachs & Co  2006 - 2009
Wilmington Trust Company  2001 - 2006
Lincoln Financial Distributors   2000 - 2001

Education
Charles University in Prague   1998 — 2001
MA

Temple University
Master of Arts

Experience
Delaware Life  January 2014 - Present
Delaware Life  2014 - 2015
SunGard  January 2010 - December 2013
Lincoln Financial Distributors   2008 - 2009
Axis Technologies  2006 - 2008
Fidelity eBusiness   2006 - 2007
Fidelity Investments  2004 - 2007
Fidelity  1998 - 2004
Fidelity Investments  1998 - 2004

Skills
Product Management, Project Management, Management, CRM, Team Management

Education
Anna Maria College   1996 — 1997
MS, Quality System Management

University of Rhode Island   1979 — 1984
BS, Mechanical Engineering

Seekonk High School

Experience
Von Deak Associates   September 2001 - Present
Lincoln Financial Distributors   2003 - 2010
First Union National Bank  1996 - 2001
First Fidelity Bancorp  1991 - 1995
First Fidelity Bancorp  1989 - 1990
Fidelity Bank & Fidelcor, Inc.   1985 - 1988
Fidelity Bank & Fidelcor, Inc.   1983 - 1985
Fidelity Bank & Fidelcor, Inc.   1981 - 1983

Education
Cornell University
BS, Industrial & Labor Relations

Experience
RD Marketing Group   September 2006 - Present
Jefferson Pilot Financial  May 1996 - July 2006
Lincoln Financial Distributors   2005 - 2006

Skills
Wealth Management, Fixed Annuities, Life Insurance, Retirement Planning, Disability Insurance, Coaching, Term Life Insurance, Insurance, Investment Advisory, Securities, Retirement, Financial Services, Series 7, Series 63, New Business Development, IRAs, Estate Planning, Mutual Funds, Long-term Care, Investments, Strategic Planning, Strategic Financial..., Financial Planning

Education
Brown University   1980 — 1983
MS

Providence College   1976 — 1980

Experience
Lincoln Financial Group  January 2014 - Present
Lincoln Financial Distributors   January 2011 - January 2014
Futurity First Insurance Group  January 2008 - January 2011
Lincoln Financial Group  1997 - 2008
Aetna  1995 - 1997

Skills
Insurance, Sales Management, Sales Support, Account Management, Problem Solving, Process Improvement, Operations Management, Sales Operations, Workflow Management, Long Term Care Insurance, Life Insurance, Fixed Annuities, Indexed Annuities, Leadership, Health Insurance, Financial Services, Training, Strategy, Employee Benefits

Education
Albertus Magnus College
Bachelor of Science, Business Management

Experience
Prudential Financial  June 2009 - Present
Lincoln Financial Distributors   February 2001 - May 2009
ING-Aetna Financial Services   September 1998 - December 2000
Pacific Life  March 1997 - August 1998

Skills
Series 7, Series 63, California Life and..., Variable Annuities, Retirement Planning, Fixed Annuities, Series 6, Mutual Funds, Series 65, Series 24, 401k, Asset Allocation, FINRA, Retirement, Separately Managed...

Education
Cal State Fullerton   1988 — 1993
Bachelor of Arts (BA), Political Science

Experience
Lincoln Financial Distributors   Wholesaler- Mutual funds, SMAING Investment Management2009 - Present

Education
Bryant University   1990 — 1993
BS, Finance

Experience
Lincoln Financial Distributors   Regional Marketing DirectorNationwide FinancialNovember 1994 - June 2004

Education
Bowling Green State University   1990 — 1994
Business, Marketing

Experience
Liberty Mutual Insurance  January 2014 - Present
AXIS Accident & Health  March 2013 - December 2013
AXIS Accident and Health   July 2009 - December 2013
OneBeacon Insurance  March 2009 - July 2009
Lincoln Financial Distributors   April 2006 - February 2009
UBS  March 2004 - March 2006
UBS  April 2002 - March 2004
Dewey & LeBoeuf LLP  September 1997 - April 2002

Skills
Claim, Claims Management, Financial Risk, Financial Services, Health Insurance, Insurance, Liability, Life Insurance, Management, Property, Reinsurance

Education
Seton Hall University School of Law   1993 — 1997
JD (magna cum laude)

Seton Hall University   1989 — 1992
MBA, Finance

Cornell University   1984 — 1988
BS, Applied Economics and Business Management

Experience
Lincoln Financial Distributors   2005 - Present
Jackson National Life  2003 - 2005
MetLife  1992 - 2003

Skills
Series 6, Retirement Planning, Series 63, Life Insurance, Fixed Annuities, Long Term Care Insurance, Insurance, Term Life Insurance, Long-term Care

Education
Clemson University   1991 — 1992
Master of Business Administration (MBA)

Western Carolina University   1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General

Experience
The Prudential Insurance Company of America  June 2014 - Present
American Insurance Organization  January 2013 - May 2014
Lincoln Financial Distributors   March 2009 - January 2013
Lincoln Financial Distributors   May 2003 - February 2009
Lincoln Financial Group  1999 - 2004

Skills
Insurance, Fixed Annuities, Life Insurance, Financial Services, Long-term Care, FINRA, Disability Insurance, Retirement Planning, Variable Annuities, Mutual Funds, New Business Development, Licensing, Securities, Wholesale, Marketing, Employee Benefits, 401k, Long Term Care Insurance, Compliance, Wholesaling, Long Term Care

Education
Central Connecticut State University   1993 — 1998
B.A., Communication

Experience
Financial Advisor  July 2014 - Present
AXA  June 2013 - July 2014
Penn Mutual Life Insurance Co  April 2011 - December 2012
Merrill Lynch  June 2009 - April 2011
AXA Distributors  March 2008 - March 2009
Transamerica  May 2007 - March 2008
Genworth Financial  July 2005 - May 2007
Lincoln Financial Distributors   March 2003 - March 2004
Wells Fargo  December 2001 - December 2002
GE Capital  August 1999 - December 2001

Skills
Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Banking, Equities, Portfolio Management, Wealth Management, Series 7, Credit, Securities, Disability Insurance, Series 6, Series 63

Education
Allegheny College   1987 — 1991
Bachelor of Arts (B.A.), Economics, 3.6

Experience
Lincoln Financial Distributors   July 2014 - Present
Congress Asset   June 2013 - July 2014
Guardian Life Insurance  April 2001 - April 2013
Guardian/ RS Funds   2001 - April 2013

Skills
Retirement Planning, Mutual Funds, Series 7, Series 6, Series 63, Series 24, Variable Annuities, Sales Management, Sales, Asset Allocation, Separately Managed..., Asset Management, FINRA, Fixed Annuities, Investments, Alternative Investments

Education
Colby College

Noble & Greenough

Experience
Great American Financial Resources  March 2010 - Present
Prudential Annuities  February 2008 - March 2010
Lincoln Financial Distributors   1999 - 2008

Skills
Sales Management, Mutual Funds, Fixed Annuities, Insurance, Financial Services, Life Insurance, Series 7, Sales, Retirement Planning, Retirement, Strategic Financial..., Series 6, Variable Annuities, Management, Investments, Securities, Series 63

Education
Bloomsburg University of Pennsylvania   1993 — 1998
BS, Finance

Experience
American Friends of Bar-Ilan University  January 2010 - Present
American Committee for the Weizmann Institute of Science  January 2008 - January 2010
Lincoln Financial Distributors   January 2005 - January 2008
CDC IXIS ASSET MANAGEMENT  January 1998 - January 2003
LONDON PACIFIC LIFE AND ANNUITY   January 1996 - January 1997
Fortis Financial Group  January 1990 - January 1995
INTEGRATED RESOURCES MARKETING, INC   January 1986 - January 1990
The Calvert Group  January 1980 - January 1986
The Bank of Bethesda   January 1978 - January 1979

Education
American University
Bachelor of Arts (BA) Degree

Experience
CBRE  March 2014 - Present
AIM Academy  December 2011 - March 2014
State Farm Insurance  November 2009 - November 2011
Lincoln Financial Distributors   July 2008 - July 2009
Fairmont Hotels and Resorts  January 2008 - July 2008

Skills
Customer Service, Outlook, Insurance, Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Microsoft Word, Administrative..., Sales, Time Management, Marketing, Teamwork, Social Media, Event Management, Leadership, Training, Project Management

Education
Purdue University   2003 — 2007
B.S., Hospitality & Tourism Management

Capella University   2015 — 2017
Master's Degree, Business Administration, Finance

Experience
Genworth Financial  July 2006 - Present
Lincoln Financial Distributors   September 2004 - June 2006
AXA Distributors  June 1999 - August 2004
Alliance Capital  May 1998 - June 1999
Equitable Life  June 1995 - April 1998
Atlanta Braves  June 1988 - April 1991

Skills
Series 63, Series 6, Fixed Annuities, Variable Annuities, Retirement, Series 65, Life & Health Insurance...

Education
Dominican College of Blauvelt
Bachelor of Science (BS), Social Sciences, Business Management

Experience
Lincoln Financial Distributors   March 2008 - Present
Computer Aid, Inc.   2005 - March 2008

Skills
SharePoint, Windows Server, Disaster Recovery, Customer Service, Technical Support, Windows 7, Troubleshooting, System Administration, Salesforce.com..., Salesforce.com, Foresight, Outlook, Blackberry Enterprise..., Mobile Technology, WebEx, IT Hardware Support, Webmaster Services, Windows XP, Active Directory, Computer Hardware, Employee Training, iPad Support, iPhone Support, Website Administration, Process Improvement, Help Desk Support, Software Documentation

Education
Delaware County Community College   1996 — 1998
Computer Science

Temple University   1995 — 1996
Biology, General

Experience
Lincoln Financial Distributors   September 2012 - Present
Lincoln Financial Group  October 2006 - September 2012
Lincoln Financial Distributors   June 2002 - 2006

Skills
Administrative..., Customer Service, Life Insurance, Event Planning, Office Management, Employee Benefits, Executive Support, Telephone Skills, Human Resources, Budgets, Time Management, PowerPoint, Spreadsheets, Sales, Financial Services, Expense Management, Microsoft Excel, Outlook, Access, Relationship Management, Data Entry

Education
Capital Community College   1986 — 1988
Associate's degree

Central Connecticut State University
Business Classes

Experience
MK Design  2006 - 2013
Lincoln Financial Distributors   April 2003 - March 2006
Delaware Investments, a member of the Macquarie Group  January 1999 - March 2003

Education
Albright College   1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance

Experience
Lincoln Financial Securities  June 2006 - Present
Lincoln Financial Distributors   June 2013 - March 2014

Skills
Strategic Financial..., Life Insurance, Insurance, Financial Advisory, Fixed Annuities, Underwriting, Leadership, Term Life Insurance, Health Insurance, Customer Service, Marketing, Management

Education
Bellevue University   2004 — 2006
Bachelor of Applied Science (BASc), Marketing/Marketing Management, General