Lincoln Financial Distributors
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Lincoln Financial Distributors Employees
Employee
Years
Job
Industry
Karlye Whaley Karlye Whaley's Lincoln Financial Distributors Experience May 2005 - May 2006
Job CFO at MainStay Solutions
Industry Computer Networking
Experience
MainStay Solutions February 2005 - Present
Lincoln Financial Distributors May 2005 - May 2006
Waterfield Mortgage Company May 2001 - May 2005
Skills
Strategic Planning, Budgets, Management, Process Improvement, Financial Analysis
Education
Ivy Tech Community College 2006 — 2010
Legal Studies, Law, Business
MainStay Solutions February 2005 - Present
Lincoln Financial Distributors May 2005 - May 2006
Waterfield Mortgage Company May 2001 - May 2005
Skills
Strategic Planning, Budgets, Management, Process Improvement, Financial Analysis
Education
Ivy Tech Community College 2006 — 2010
Legal Studies, Law, Business
Joshua Gamberale Joshua Gamberale's Lincoln Financial Distributors Experience February 2014 - May 2015
Job Competitive Services Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2015 - Present
Lincoln Financial Distributors February 2014 - May 2015
Lincoln Financial Distributors March 2013 - February 2014
Lincoln Financial Group October 2011 - March 2013
Skills
Microsoft Excel, Microsoft Word, Salesforce.com, PeopleSoft, Business Objects, Series 6, Series 63, Licensed Life & Health...
Education
Eastern Connecticut State University 2006 — 2011
Bachelor of Science (BS), Accounting
Lincoln Financial Group May 2015 - Present
Lincoln Financial Distributors February 2014 - May 2015
Lincoln Financial Distributors March 2013 - February 2014
Lincoln Financial Group October 2011 - March 2013
Skills
Microsoft Excel, Microsoft Word, Salesforce.com, PeopleSoft, Business Objects, Series 6, Series 63, Licensed Life & Health...
Education
Eastern Connecticut State University 2006 — 2011
Bachelor of Science (BS), Accounting
David Curry David Curry's Lincoln Financial Distributors Experience April 2014 - Present
Job Divisional Sales Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors April 2014 - Present
Lincoln Financial Distributors September 2004 - April 2014
Skills
Sales
Education
University of Virginia 1996 — 1998
Bachelor of Arts (BA), Government and Foreign Affairs
Gettysburg College 1993 — 1995
Lincoln Financial Distributors April 2014 - Present
Lincoln Financial Distributors September 2004 - April 2014
Skills
Sales
Education
University of Virginia 1996 — 1998
Bachelor of Arts (BA), Government and Foreign Affairs
Gettysburg College 1993 — 1995
Del Vajdl Del Vajdl's Lincoln Financial Distributors Experience January 2014 - Present
Job Internal Sales Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors January 2014 - Present
Lincoln Financial Distributors August 2010 - December 2013
Lincoln Financial Distributors September 2008 - August 2010
Skills
Series 6, Series 63, Sales, Salesforce.com, Sales Presentations, Life & Health Insurance..., LTC and Medicare License, Team Leadership, Team Building, Microsoft Office, Customer Service, Life Insurance, Annuity Sales, Variable Annuities, Fixed Annuities, Indexed Annuities, Retirement Planning, FINRA, Securities, Strategic Financial..., Microsoft Excel, PowerPoint, Microsoft Live Meeting, Insurance, Separately Managed..., Retirement, Training, Sales Management
Education
Greensboro College 2003 — 2008
Bachelor of Arts (B.A.), Business Administration and Economics; Concentration in Marketing; Minor in Spanish
C.E. Jordan High School
Lincoln Financial Distributors January 2014 - Present
Lincoln Financial Distributors August 2010 - December 2013
Lincoln Financial Distributors September 2008 - August 2010
Skills
Series 6, Series 63, Sales, Salesforce.com, Sales Presentations, Life & Health Insurance..., LTC and Medicare License, Team Leadership, Team Building, Microsoft Office, Customer Service, Life Insurance, Annuity Sales, Variable Annuities, Fixed Annuities, Indexed Annuities, Retirement Planning, FINRA, Securities, Strategic Financial..., Microsoft Excel, PowerPoint, Microsoft Live Meeting, Insurance, Separately Managed..., Retirement, Training, Sales Management
Education
Greensboro College 2003 — 2008
Bachelor of Arts (B.A.), Business Administration and Economics; Concentration in Marketing; Minor in Spanish
C.E. Jordan High School
Kimberly Patel Kimberly Patel's Lincoln Financial Distributors Experience August 2009 - August 2012
Job AVP, Diversity Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2012 - December 2014
Lincoln Financial Distributors August 2009 - August 2012
Lincoln Financial Distributors August 2007 - August 2009
Lincoln Financial Group August 2004 - August 2007
Skills
Financial Services
Education
Duke University 2000 — 2004
BA, Sociology and Markets & Management Cetificate
Wharton School of Business
Business Essentials Certificate Program
Lincoln Financial Group August 2012 - December 2014
Lincoln Financial Distributors August 2009 - August 2012
Lincoln Financial Distributors August 2007 - August 2009
Lincoln Financial Group August 2004 - August 2007
Skills
Financial Services
Education
Duke University 2000 — 2004
BA, Sociology and Markets & Management Cetificate
Wharton School of Business
Business Essentials Certificate Program
Christopher Messina, CRPC Christopher Messina, CRPC's Lincoln Financial Distributors Experience June 2007 - June 2008
Job Vice President/Market Sales Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
LearningZen.com December 2012 - September 2013
Advanced Wealth Solutions February 2012 - May 2012
TD Ameritrade September 2010 - January 2012
Wachovia Bank August 2008 - December 2009
Lincoln Financial Distributors June 2007 - June 2008
Virginia Commerce Bank August 2006 - June 2007
MetLife Investors December 1999 - August 2006
First Union May 1995 - December 1999
Skills
Wholesaling, Wealth Management, Financial Planning, Asset Management, Consultative Selling, Sales Management, Customer Relations, Wealth Transfer, Risk Management, Investment Advisory, Public Speaking, New Business Development, Equities, Customer Service, Team Building, Compliance, Sales Support, Excel, Visio, Self-driven, Work Well Independently, Building Relationships, Value Added Analysis, Hands-on leader, Strategic Visionary, Action Oriented, Quality Oriented, People-oriented, Cross Functional..., Software Solution Sales, Learning Management..., Strategic Financial..., Wholesale, Wealth, Financial Services, Selling, Sales Operations, Investment Management, Series 63, 401k, Asset Managment, Series 7, IRAs, Fixed Annuities, Management, Microsoft Excel, Management Consulting, Executive Management, Financial Advisory, Retirement
Education
George Mason University 1993 — 2003
BS PUAD, Public Administration
Churchland High School 1989 — 1993
Merrill Lynch September 2013 - Present
LearningZen.com December 2012 - September 2013
Advanced Wealth Solutions February 2012 - May 2012
TD Ameritrade September 2010 - January 2012
Wachovia Bank August 2008 - December 2009
Lincoln Financial Distributors June 2007 - June 2008
Virginia Commerce Bank August 2006 - June 2007
MetLife Investors December 1999 - August 2006
First Union May 1995 - December 1999
Skills
Wholesaling, Wealth Management, Financial Planning, Asset Management, Consultative Selling, Sales Management, Customer Relations, Wealth Transfer, Risk Management, Investment Advisory, Public Speaking, New Business Development, Equities, Customer Service, Team Building, Compliance, Sales Support, Excel, Visio, Self-driven, Work Well Independently, Building Relationships, Value Added Analysis, Hands-on leader, Strategic Visionary, Action Oriented, Quality Oriented, People-oriented, Cross Functional..., Software Solution Sales, Learning Management..., Strategic Financial..., Wholesale, Wealth, Financial Services, Selling, Sales Operations, Investment Management, Series 63, 401k, Asset Managment, Series 7, IRAs, Fixed Annuities, Management, Microsoft Excel, Management Consulting, Executive Management, Financial Advisory, Retirement
Education
George Mason University 1993 — 2003
BS PUAD, Public Administration
Churchland High School 1989 — 1993
David F. Smith, CFP, CLU's Lincoln Financial Distributors Experience July 2008 - November 2010
Job Life Wholesaler and Point of Sale specialist for AIG Life Companies
Industry Financial Services
Experience
American General Life Companies September 2013 - Present
Prudential Financial November 2010 - August 2013
Lincoln Financial Distributors July 2008 - November 2010
Life Insurance Wholesaling 2000 - 2007
American General 2000 - 2001
Clark/Bardes 1999 - 2000
Allmerica 1998 - 1999
Clark/Bardes 1996 - 1997
Compensation Resource Group 1994 - 1995
Skills
Financial Advisory, Estate Planning, Securities, Insurance, Asset Managment, Financial Planners, Life Insurance, Financial Services, Employee Benefits, Series 6, Series 63, Series 7, Series 24, Retirement Planning, Wealth, Fixed Annuities
Education
Harvard University 1976 — 1979
Bachelor of Arts, Economics
The American College
CLU, ChFC, CASL, CFP certifications, Financial Planning and Services
The American College
Master of Science in Financial Services - MSFS, Financial Planning and Services
The American College
Master of Science in Management - MSM, Business Administration and Management
American General Life Companies September 2013 - Present
Prudential Financial November 2010 - August 2013
Lincoln Financial Distributors July 2008 - November 2010
Life Insurance Wholesaling 2000 - 2007
American General 2000 - 2001
Clark/Bardes 1999 - 2000
Allmerica 1998 - 1999
Clark/Bardes 1996 - 1997
Compensation Resource Group 1994 - 1995
Skills
Financial Advisory, Estate Planning, Securities, Insurance, Asset Managment, Financial Planners, Life Insurance, Financial Services, Employee Benefits, Series 6, Series 63, Series 7, Series 24, Retirement Planning, Wealth, Fixed Annuities
Education
Harvard University 1976 — 1979
Bachelor of Arts, Economics
The American College
CLU, ChFC, CASL, CFP certifications, Financial Planning and Services
The American College
Master of Science in Financial Services - MSFS, Financial Planning and Services
The American College
Master of Science in Management - MSM, Business Administration and Management
Julia Furniss's Lincoln Financial Distributors Experience March 2014 - Present
Job Internal Marketing Consultant at Lincoln Financial Distributors
Industry Marketing and Advertising
Experience
Lincoln Financial Distributors March 2014 - Present
Lincoln Financial Distributors June 2013 - March 2014
Lincoln Financial Distributors October 2012 - May 2013
DoublePositive December 2012 - January 2013
The Leukemia & Lymphoma Society May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Google Adwords, Salesforce.com, Microsoft Excel, Marketing, Blogging, Sales, Business Development
Education
Eastern University 2009 — 2013
Bachelor of Science (BS), Marketing/Marketing Management, General
Lincoln Financial Distributors March 2014 - Present
Lincoln Financial Distributors June 2013 - March 2014
Lincoln Financial Distributors October 2012 - May 2013
DoublePositive December 2012 - January 2013
The Leukemia & Lymphoma Society May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Google Adwords, Salesforce.com, Microsoft Excel, Marketing, Blogging, Sales, Business Development
Education
Eastern University 2009 — 2013
Bachelor of Science (BS), Marketing/Marketing Management, General
Joseph Claffey, CLTC® Joseph Claffey, CLTC®'s Lincoln Financial Distributors Experience October 2010 - September 2012
Job Business Development Manager at Toll Brothers Inc.
Industry Financial Services
Experience
TOLL BROTHERS INC December 2012 - Present
Lincoln Financial Distributors October 2010 - September 2012
New Penn Financial, LLC August 2009 - November 2010
HSBC April 2006 - March 2009
Wells Fargo Home Mortgage July 2005 - April 2006
HSBC February 2003 - July 2005
Skills
Series 6, Series 63, Loans, Credit, Mortgage Lending, Mortgage Banking, Residential Mortgages, Insurance, Loan Origination, FHA, Refinance, Consumer Lending, Cold Calling, Life Insurance, VA loans, FHA financing, Cross Selling, Financial Services, Credit Analysis, Sales, Home Equity Loans, Home Equity Lines of..., Long-term Care, Debt Consolidation, Sales Management, Sales Presentations, New Business Development, Customer Service, Salesforce.com, Finance, Mortgage Marketing, Time Management, Building Relationships, Mortgage Servicing, Branch Management, Funding, Financial Advisory, Fixed Annuities
Education
Kutztown University of Pennsylvania 2000 — 2002
BSBA, Marketing
Lansdale Catholic 1993 — 1997
Diploma
TOLL BROTHERS INC December 2012 - Present
Lincoln Financial Distributors October 2010 - September 2012
New Penn Financial, LLC August 2009 - November 2010
HSBC April 2006 - March 2009
Wells Fargo Home Mortgage July 2005 - April 2006
HSBC February 2003 - July 2005
Skills
Series 6, Series 63, Loans, Credit, Mortgage Lending, Mortgage Banking, Residential Mortgages, Insurance, Loan Origination, FHA, Refinance, Consumer Lending, Cold Calling, Life Insurance, VA loans, FHA financing, Cross Selling, Financial Services, Credit Analysis, Sales, Home Equity Loans, Home Equity Lines of..., Long-term Care, Debt Consolidation, Sales Management, Sales Presentations, New Business Development, Customer Service, Salesforce.com, Finance, Mortgage Marketing, Time Management, Building Relationships, Mortgage Servicing, Branch Management, Funding, Financial Advisory, Fixed Annuities
Education
Kutztown University of Pennsylvania 2000 — 2002
BSBA, Marketing
Lansdale Catholic 1993 — 1997
Diploma
Mallory Pazder's Lincoln Financial Distributors Experience November 2014 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors November 2014 - Present
Lincoln Financial Distributors January 2014 - November 2014
Capstone ISG November 2012 - April 2013
Lincoln Financial Distributors January 2011 - December 2012
Skills
Marketing, Public Relations, Event Planning, Sales, Social Media, Social Media Marketing, Marketing Communications, Social Networking, Salesforce.com, Internal Communications, Marketing Strategy, Microsoft Office, Press Releases, Public Speaking, Blogging, Advertising, Strategic Planning, Sales Management, Fixed Annuities, Writing, Media Relations, Time Management, Digital Marketing, Integrated Marketing, InDesign, PowerPoint, Twitter, Hootsuite, Pinterest, Networking, Sales Presentations, Variable Annuities, Financial Risk, Strategic Communications, Macintosh Applications, Long-term Care, Long Term Care Insurance
Education
Kent State University 2012 — 2014
Master of Arts (M.A.), Public Relations
Rider University 2006 — 2010
Bachelor's Degree, Journalism Specialty-Marketing & Public Relations
Lincoln Financial Distributors November 2014 - Present
Lincoln Financial Distributors January 2014 - November 2014
Capstone ISG November 2012 - April 2013
Lincoln Financial Distributors January 2011 - December 2012
Skills
Marketing, Public Relations, Event Planning, Sales, Social Media, Social Media Marketing, Marketing Communications, Social Networking, Salesforce.com, Internal Communications, Marketing Strategy, Microsoft Office, Press Releases, Public Speaking, Blogging, Advertising, Strategic Planning, Sales Management, Fixed Annuities, Writing, Media Relations, Time Management, Digital Marketing, Integrated Marketing, InDesign, PowerPoint, Twitter, Hootsuite, Pinterest, Networking, Sales Presentations, Variable Annuities, Financial Risk, Strategic Communications, Macintosh Applications, Long-term Care, Long Term Care Insurance
Education
Kent State University 2012 — 2014
Master of Arts (M.A.), Public Relations
Rider University 2006 — 2010
Bachelor's Degree, Journalism Specialty-Marketing & Public Relations
Paige Brooks Fowler's Lincoln Financial Distributors Experience September 2009 - August 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2013 - Present
Lincoln Financial Distributors September 2009 - August 2013
Hartford Life March 2008 - September 2009
Bank of America Investments (currently Merrill Lynch) June 2006 - March 2008
Skills
Life Insurance, Insurance, Retirement Planning, Financial Advisory, Finance, Series 7, Mutual Funds, Marketing, Variable Annuities, CLTC, Sales, Public Speaking, Uniform Combined State..., Long Term Care, Series 66
Education
Kansas State University 1991 — 1994
BS, Psychology
Edward Jones September 2013 - Present
Lincoln Financial Distributors September 2009 - August 2013
Hartford Life March 2008 - September 2009
Bank of America Investments (currently Merrill Lynch) June 2006 - March 2008
Skills
Life Insurance, Insurance, Retirement Planning, Financial Advisory, Finance, Series 7, Mutual Funds, Marketing, Variable Annuities, CLTC, Sales, Public Speaking, Uniform Combined State..., Long Term Care, Series 66
Education
Kansas State University 1991 — 1994
BS, Psychology
Daryl Durell's Lincoln Financial Distributors Experience January 2007 - December 2007
Job Marketing Representative
Industry Financial Services
Experience
Brokerage Unlimited, Inc. May 2015 - Present
Pension & Retirement Services May 2014 - May 2015
The Bank of Edwardsville April 2013 - May 2014
The Standard December 2007 - April 2013
Lincoln Financial Distributors January 2007 - December 2007
Principal Financial Group June 2005 - December 2006
Skills
Retirement Plan..., 401k, Retirement, Mutual Funds, Series 7, Investment Advisory, Qualified Retirement..., IRAs, Retirement Planning, Defined Contribution, Profit Sharing, Defined Benefit, Series 63, Series 65, Series 6, Pensions, Investments
Education
Eastern Illinois University 1985 — 1989
Bachelor's degree, Economics
Brokerage Unlimited, Inc. May 2015 - Present
Pension & Retirement Services May 2014 - May 2015
The Bank of Edwardsville April 2013 - May 2014
The Standard December 2007 - April 2013
Lincoln Financial Distributors January 2007 - December 2007
Principal Financial Group June 2005 - December 2006
Skills
Retirement Plan..., 401k, Retirement, Mutual Funds, Series 7, Investment Advisory, Qualified Retirement..., IRAs, Retirement Planning, Defined Contribution, Profit Sharing, Defined Benefit, Series 63, Series 65, Series 6, Pensions, Investments
Education
Eastern Illinois University 1985 — 1989
Bachelor's degree, Economics
Bryan McCabe Bryan McCabe's Lincoln Financial Distributors Experience May 2008 - Present
Job Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Distributors May 2008 - Present
CFG October 2007 - April 2008
Lincoln Financial Distributors August 2005 - October 2007
Skills
Sales, Financial Services
Education
James Madison University
James Madison University
Finance
Lincoln Financial Distributors May 2008 - Present
CFG October 2007 - April 2008
Lincoln Financial Distributors August 2005 - October 2007
Skills
Sales, Financial Services
Education
James Madison University
James Madison University
Finance
Olivia Whitt, MBA's Lincoln Financial Distributors Experience July 2011 - Present
Job Strategic Initiatives Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Distributors July 2011 - Present
Lincoln Financial Distributors June 2009 - July 2011
Lincoln Financial Distributors June 2007 - June 2009
National Academy of Recording Arts & Sciences January 2007 - June 2007
American Red Cross Southeastern PA Chapter February 2004 - January 2007
Skills
Strategic Financial..., Strategic Planning, Marketing, Relationship Management, Financial Analysis, Fundraising, Process Improvement, Business Analysis, Business Process..., Project Management, Tableau, Problem Solving, Financial Reporting, Building Relationships, Business Planning, MBA, Six Sigma, Business Process, Business Process..., Operating Budgets, Budget Monitoring, Department Budgeting, Marketing Strategy, Business Strategy, Budgets, Sales, Financial Services
Education
Drexel University - College of Business and Administration 2006 — 2008
Master of Business Administration, Six Sigma Green Belt
Northern Arizona University, College of Business Administration 1999 — 2003
BSBA, Marketing, Advertising
Lincoln Financial Distributors July 2011 - Present
Lincoln Financial Distributors June 2009 - July 2011
Lincoln Financial Distributors June 2007 - June 2009
National Academy of Recording Arts & Sciences January 2007 - June 2007
American Red Cross Southeastern PA Chapter February 2004 - January 2007
Skills
Strategic Financial..., Strategic Planning, Marketing, Relationship Management, Financial Analysis, Fundraising, Process Improvement, Business Analysis, Business Process..., Project Management, Tableau, Problem Solving, Financial Reporting, Building Relationships, Business Planning, MBA, Six Sigma, Business Process, Business Process..., Operating Budgets, Budget Monitoring, Department Budgeting, Marketing Strategy, Business Strategy, Budgets, Sales, Financial Services
Education
Drexel University - College of Business and Administration 2006 — 2008
Master of Business Administration, Six Sigma Green Belt
Northern Arizona University, College of Business Administration 1999 — 2003
BSBA, Marketing, Advertising
Amie Ryno Amie Ryno's Lincoln Financial Distributors Experience 2003 - 2007
Job Sr. Manager of University Relations at Comcast
Industry Human Resources
Experience
Comcast August 2012 - Present
Saint Joseph's University December 2009 - August 2012
Lincoln Financial Group July 2009 - December 2009
Lincoln Financial Group June 2007 - July 2009
Lincoln Financial Distributors 2003 - 2007
Skills
Event Planning, Event Management, Resume Writing, Leadership Development, Higher Education, Career Development, Career Counseling, Talent Management, Human Resources, Career Assessment, Program Development, Public Speaking, Student Affairs, MBTI, Teaching, Strategic Communications, Marketing Communications, Interviews, Organizational..., Social Media, Executive Coaching, Strategy, Leadership, Social Networking, Coaching, Staff Development
Education
Emerson College 2002 — 2003
M.A., Management and Organizational Communication
The College of New Jersey 1998 — 2002
B.A., Communications and Marketing
Comcast August 2012 - Present
Saint Joseph's University December 2009 - August 2012
Lincoln Financial Group July 2009 - December 2009
Lincoln Financial Group June 2007 - July 2009
Lincoln Financial Distributors 2003 - 2007
Skills
Event Planning, Event Management, Resume Writing, Leadership Development, Higher Education, Career Development, Career Counseling, Talent Management, Human Resources, Career Assessment, Program Development, Public Speaking, Student Affairs, MBTI, Teaching, Strategic Communications, Marketing Communications, Interviews, Organizational..., Social Media, Executive Coaching, Strategy, Leadership, Social Networking, Coaching, Staff Development
Education
Emerson College 2002 — 2003
M.A., Management and Organizational Communication
The College of New Jersey 1998 — 2002
B.A., Communications and Marketing
Kendra DeVantier Kendra DeVantier's Lincoln Financial Distributors Experience January 2008 - January 2010
Job Professional Clothier and Wardrobe Consultant at Tom James Company
Industry Apparel & Fashion
Experience
Tom James Company 2012 - Present
Regan & Company Real Estate May 2010 - June 2011
Lincoln Financial Distributors January 2008 - January 2010
ACE USA June 2006 - October 2007
Skills
Building Relationships, Marketing Strategy, New Business Development, Public Speaking, Marketing, Cold Calling, Business Development, Sales, Selling, Direct Sales, Strategic Planning, Entrepreneurship, Strategy
Education
James Madison University
Business Finance, Finance
Tom James Company 2012 - Present
Regan & Company Real Estate May 2010 - June 2011
Lincoln Financial Distributors January 2008 - January 2010
ACE USA June 2006 - October 2007
Skills
Building Relationships, Marketing Strategy, New Business Development, Public Speaking, Marketing, Cold Calling, Business Development, Sales, Selling, Direct Sales, Strategic Planning, Entrepreneurship, Strategy
Education
James Madison University
Business Finance, Finance
Lily Badger's Lincoln Financial Distributors Experience August 2006 - November 2007
Job Brand Manager, FIJI Water
Industry Consumer Goods
Experience
FIJI Water May 2015 - Present
Unilever February 2015 - May 2015
Unilever May 2014 - February 2015
Unilever June 2012 - May 2014
NYU Stern School of Business September 2011 - May 2012
Unilever May 2011 - August 2011
Georgetown University December 2008 - June 2010
Universum December 2007 - September 2008
Lincoln Financial Distributors August 2006 - November 2007
Lincoln Financial Group 2005 - 2006
Skills
Competitive Analysis, Marketing, Market Research, Strategic Planning, Leadership Development, Strategy, Business Development, Marketing Strategy, Market Analysis, Business Strategy, Project Management, Data Analysis, Research, Product Development, Product Management, Entrepreneurship, Strategic Communications, Digital Marketing, Digital Strategy, Analytics, Brand Management, Brand Development, Marketing Research, Customer Insight, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Marketing, Finance & Social Impact & Innovation
Georgetown University 2001 — 2005
BA, Economics
FIJI Water May 2015 - Present
Unilever February 2015 - May 2015
Unilever May 2014 - February 2015
Unilever June 2012 - May 2014
NYU Stern School of Business September 2011 - May 2012
Unilever May 2011 - August 2011
Georgetown University December 2008 - June 2010
Universum December 2007 - September 2008
Lincoln Financial Distributors August 2006 - November 2007
Lincoln Financial Group 2005 - 2006
Skills
Competitive Analysis, Marketing, Market Research, Strategic Planning, Leadership Development, Strategy, Business Development, Marketing Strategy, Market Analysis, Business Strategy, Project Management, Data Analysis, Research, Product Development, Product Management, Entrepreneurship, Strategic Communications, Digital Marketing, Digital Strategy, Analytics, Brand Management, Brand Development, Marketing Research, Customer Insight, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Marketing, Finance & Social Impact & Innovation
Georgetown University 2001 — 2005
BA, Economics
Alexander Sixbey, MBA Alexander Sixbey, MBA's Lincoln Financial Distributors Experience January 2008 - April 2009
Job AVP, Deputy Ethics & Compliance Officer, Legal / Enterprise Compliance at Lincoln Financial Group (NYSE: LNC)
Industry Financial Services
Experience
Lincoln Financial Group January 2008 - Present
(NCLS bank) a division of Lincoln Financial Group January 2010 - December 2011
Lincoln Financial Distributors January 2008 - April 2009
Webster Bank June 2007 - January 2008
TD Bank -Bancnorth Investment Group January 2007 - June 2007
AIR April 2006 - December 2006
Wells Fargo Private Bank (former Wachovia Wealth Management) September 2002 - April 2006
Skills
Enterprise Risk..., Compliance Training, Senior Executive..., Legal Compliance, Code of Ethics, Risk Assessment, Operational Risk..., Securities Regulation, Insurance, Regulatory Training, AML, Banking, Business Ethics, Corporate Fraud..., Compliance, Financial Economics, Management, Corporate Governance, Securities, Risk Mitigation, Business Culture, Quantative Analysis, Applied Research, Marketing Strategy, Regulatory Affairs, Fraud Detection, Management Consulting, Risk Management, Series 24, Wealth Management, Anti Money Laundering, Finance, Financial Services, Series 7, Investments, Mutual Funds, Financial Planning
Education
University of Hartford 2009 — 2011
MBA, Management, Marketing
Eastern Connecticut State University 1999 — 2002
BA, Economics
Lincoln Financial Group January 2008 - Present
(NCLS bank) a division of Lincoln Financial Group January 2010 - December 2011
Lincoln Financial Distributors January 2008 - April 2009
Webster Bank June 2007 - January 2008
TD Bank -Bancnorth Investment Group January 2007 - June 2007
AIR April 2006 - December 2006
Wells Fargo Private Bank (former Wachovia Wealth Management) September 2002 - April 2006
Skills
Enterprise Risk..., Compliance Training, Senior Executive..., Legal Compliance, Code of Ethics, Risk Assessment, Operational Risk..., Securities Regulation, Insurance, Regulatory Training, AML, Banking, Business Ethics, Corporate Fraud..., Compliance, Financial Economics, Management, Corporate Governance, Securities, Risk Mitigation, Business Culture, Quantative Analysis, Applied Research, Marketing Strategy, Regulatory Affairs, Fraud Detection, Management Consulting, Risk Management, Series 24, Wealth Management, Anti Money Laundering, Finance, Financial Services, Series 7, Investments, Mutual Funds, Financial Planning
Education
University of Hartford 2009 — 2011
MBA, Management, Marketing
Eastern Connecticut State University 1999 — 2002
BA, Economics
Edward Weingartner Edward Weingartner's Lincoln Financial Distributors Experience January 2008 - Present
Job Regional Vice President at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services September 2015 - Present
Lincoln Financial Distributors January 2008 - Present
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Leadership, Retirement Planning, Mutual Funds, Sales, Investments, Business Development, Series 6, Retirement, Insurance, Wealth Management, Entrepreneurship, Strategic Planning, Marketing, Sales Management, New Business Development, Variable Annuities, Customer Service, Team Building
Education
Villanova University 2007 — 2009
MBA, Finance, General
Fairfield University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Ohio National Financial Services September 2015 - Present
Lincoln Financial Distributors January 2008 - Present
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Leadership, Retirement Planning, Mutual Funds, Sales, Investments, Business Development, Series 6, Retirement, Insurance, Wealth Management, Entrepreneurship, Strategic Planning, Marketing, Sales Management, New Business Development, Variable Annuities, Customer Service, Team Building
Education
Villanova University 2007 — 2009
MBA, Finance, General
Fairfield University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Patrick Oldham's Lincoln Financial Distributors Experience October 2010 - Present
Job Account Manager Defined Contribution at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors October 2010 - Present
Lincoln Financial Distributors August 2009 - October 2010
Lincoln Financial Group September 2008 - August 2009
Lincoln Financial Group September 2007 - August 2008
Skills
Defined Contribution, Series 63, 401k, Series 6, Salesforce.com, Insurance, Financial Services, Life Insurance, Retirement, Asset Allocation, Account Management, Relationship Management, Defined Benefit, Employee Benefits, Financial Advisory
Education
Indiana University Bloomington 2003 — 2007
BS, Business Management, Entrepreneurship
Park Tudor 2000 — 2003
Lincoln Financial Distributors October 2010 - Present
Lincoln Financial Distributors August 2009 - October 2010
Lincoln Financial Group September 2008 - August 2009
Lincoln Financial Group September 2007 - August 2008
Skills
Defined Contribution, Series 63, 401k, Series 6, Salesforce.com, Insurance, Financial Services, Life Insurance, Retirement, Asset Allocation, Account Management, Relationship Management, Defined Benefit, Employee Benefits, Financial Advisory
Education
Indiana University Bloomington 2003 — 2007
BS, Business Management, Entrepreneurship
Park Tudor 2000 — 2003
Matthew Sennet, APMA, CRPC Matthew Sennet, APMA, CRPC's Lincoln Financial Distributors Experience November 2004 - January 2010
Job Director, Advisor Solutions Group at Janus Capital
Industry Financial Services
Experience
Janus Capital Group 2011 - Present
Symetra Financial February 2011 - July 2011
ING March 2010 - May 2011
Lincoln Financial Distributors November 2004 - January 2010
Merrill Lynch 2000 - 2004
Paychex 1997 - 2000
Skills
Series 65, Separately Managed..., Fixed Annuities, Series 63, Series 6, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Alternative Investments, Asset Allocation, ETFs, FINRA, Financial Advisory, Financial Services, Investments, Series 24, Wealth Management, Variable Annuities
Education
Florida Southern College 1990 — 1994
B.S., Businss Administration- Marketing
Janus Capital Group 2011 - Present
Symetra Financial February 2011 - July 2011
ING March 2010 - May 2011
Lincoln Financial Distributors November 2004 - January 2010
Merrill Lynch 2000 - 2004
Paychex 1997 - 2000
Skills
Series 65, Separately Managed..., Fixed Annuities, Series 63, Series 6, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Alternative Investments, Asset Allocation, ETFs, FINRA, Financial Advisory, Financial Services, Investments, Series 24, Wealth Management, Variable Annuities
Education
Florida Southern College 1990 — 1994
B.S., Businss Administration- Marketing
james tily II james tily II's Lincoln Financial Distributors Experience January 2008 - April 2009
Job Independent Life Insurance Agent
Industry Financial Services
Experience
Alpine Brokerage Services, LLC August 2011 - November 2012
Lincoln Financial Distributors January 2008 - April 2009
Vanguard 2006 - 2008
The Vanguard Group May 2007 - December 2007
Vanguard 1998 - 2000
Skills
Fixed Annuities, Fixed Index Annuities, Linked Benefits, Retirement Planning, Indexed Annuities, Series 7, Employee Benefits, Strategic Financial..., Series 63, Mutual Funds, Insurance, Series 6, Financial Advisory, Fixed Income, Sales, Retirement, Financial Planning, Life Insurance, Management, Finance
Education
Drexel University - LeBow College of Business 2005 — 2007
EMBA, Business Administration
Lynchburg College 1991 — 1995
BA, Business Management
Malvern Prep
Alpine Brokerage Services, LLC August 2011 - November 2012
Lincoln Financial Distributors January 2008 - April 2009
Vanguard 2006 - 2008
The Vanguard Group May 2007 - December 2007
Vanguard 1998 - 2000
Skills
Fixed Annuities, Fixed Index Annuities, Linked Benefits, Retirement Planning, Indexed Annuities, Series 7, Employee Benefits, Strategic Financial..., Series 63, Mutual Funds, Insurance, Series 6, Financial Advisory, Fixed Income, Sales, Retirement, Financial Planning, Life Insurance, Management, Finance
Education
Drexel University - LeBow College of Business 2005 — 2007
EMBA, Business Administration
Lynchburg College 1991 — 1995
BA, Business Management
Malvern Prep
Kristen Nutting's Lincoln Financial Distributors Experience 2004 - 2008
Job Owner at Professional Administration Plus
Industry Staffing and Recruiting
Experience
Professional Administration Plus August 2015 - Present
New Start Properties LLC April 2013 - July 2015
Executive Schedulers Plus 2008 - December 2013
Sun Life Financial January 2009 - December 2010
Lincoln Financial Distributors 2004 - 2008
AIG SunAmerica 1999 - 2003
Peter N. Conathan Esq. 1997 - 1999
Next Level Solution 1993 - 1997
Education
Endicott College 1990 — 1992
Professional Administration Plus August 2015 - Present
New Start Properties LLC April 2013 - July 2015
Executive Schedulers Plus 2008 - December 2013
Sun Life Financial January 2009 - December 2010
Lincoln Financial Distributors 2004 - 2008
AIG SunAmerica 1999 - 2003
Peter N. Conathan Esq. 1997 - 1999
Next Level Solution 1993 - 1997
Education
Endicott College 1990 — 1992
Carolyn Rozman Abel's Lincoln Financial Distributors Experience 1987 - 1995
Job Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo October 2008 - Present
Rels 2011 - 2012
Thomson Reuters January 2008 - August 2008
Ameriprise Financial 2006 - 2007
Ameriprise 2006 - 2006
Wells Fargo Home Mortgage 2001 - 2006
UnitedHealth Group 2004 - 2005
Allianz 1995 - 1997
Lincoln Financial Distributors 1987 - 1995
IBM Corporation 1983 - 1987
Education
Indiana University Bloomington 1980 — 1984
BS, Marketing
Wells Fargo October 2008 - Present
Rels 2011 - 2012
Thomson Reuters January 2008 - August 2008
Ameriprise Financial 2006 - 2007
Ameriprise 2006 - 2006
Wells Fargo Home Mortgage 2001 - 2006
UnitedHealth Group 2004 - 2005
Allianz 1995 - 1997
Lincoln Financial Distributors 1987 - 1995
IBM Corporation 1983 - 1987
Education
Indiana University Bloomington 1980 — 1984
BS, Marketing
Edward Demeritt Edward Demeritt's Lincoln Financial Distributors Experience November 2006 - September 2008
Job Learning and Development Specialist at Dorman Products
Industry Professional Training & Coaching
Experience
Dorman Products February 2015 - Present
Iron Mountain June 2011 - October 2014
Delaware Investments September 2008 - June 2011
Lincoln Financial Distributors November 2006 - September 2008
Jefferson Pilot Financial November 2004 - November 2006
Riverside Christian Church September 2000 - November 2006
Jefferson Pilot Financial September 2002 - November 2004
Jefferson Pilot Financial May 2001 - September 2002
Barnes & Noble 2001 - 2002
Lenscrafters May 1992 - March 2001
Skills
Customer Service, Employee Training, Training Facilitation, Leadership, Project Management, Strategic Planning, Public Speaking, Training, Team Building, Management, Insurance, Marketing Communications, Relationship Management, Financial Services, Team Leadership, Coaching, Team Management, Performance Management, Program Management, Strategy, Process Improvement
Education
Eastern University 2009 — 2011
M.A., Organizational Leadership
Bentley College 1986 — 1990
B.S, Business Communications
Dorman Products February 2015 - Present
Iron Mountain June 2011 - October 2014
Delaware Investments September 2008 - June 2011
Lincoln Financial Distributors November 2006 - September 2008
Jefferson Pilot Financial November 2004 - November 2006
Riverside Christian Church September 2000 - November 2006
Jefferson Pilot Financial September 2002 - November 2004
Jefferson Pilot Financial May 2001 - September 2002
Barnes & Noble 2001 - 2002
Lenscrafters May 1992 - March 2001
Skills
Customer Service, Employee Training, Training Facilitation, Leadership, Project Management, Strategic Planning, Public Speaking, Training, Team Building, Management, Insurance, Marketing Communications, Relationship Management, Financial Services, Team Leadership, Coaching, Team Management, Performance Management, Program Management, Strategy, Process Improvement
Education
Eastern University 2009 — 2011
M.A., Organizational Leadership
Bentley College 1986 — 1990
B.S, Business Communications
Jaie Locke's Lincoln Financial Distributors Experience January 2008 - November 2009
Job Account Development Wholesaler at M3 Financial
Industry Insurance
Experience
M3 Financial January 2015 - Present
The LOCKE Group, LLC May 2014 - Present
Prudential Financial / Hartford Life January 2012 - April 2014
Capitas Financial November 2009 - December 2011
Lincoln Financial Distributors January 2008 - November 2009
LIME FINANCIAL LTD January 2004 - January 2008
OCEAN WEST FUNDING January 2002 - January 2004
PACIFIC LIFE INSURANCE January 2000 - January 2002
American Skandia January 1997 - March 2000
Skills
Insurance Planning..., Life & Health Insurance..., Territory..., Sales, Sales Management, Insurance Specialist, Client Development, Client Counseling, Insurance, Fixed Annuities, Lead Generation, Marketing, Mortgage Lending, Mutual Funds, Sales Operations, Sales Process, Series 7, Selling, Financial Planners, Strategy, Investments, Training, Life Insurance, Financial Planning
Education
Keene State College 1994 — 1997
Bachelor of Science, Graphic Design
Financial Planning Association of Houston
M3 Financial January 2015 - Present
The LOCKE Group, LLC May 2014 - Present
Prudential Financial / Hartford Life January 2012 - April 2014
Capitas Financial November 2009 - December 2011
Lincoln Financial Distributors January 2008 - November 2009
LIME FINANCIAL LTD January 2004 - January 2008
OCEAN WEST FUNDING January 2002 - January 2004
PACIFIC LIFE INSURANCE January 2000 - January 2002
American Skandia January 1997 - March 2000
Skills
Insurance Planning..., Life & Health Insurance..., Territory..., Sales, Sales Management, Insurance Specialist, Client Development, Client Counseling, Insurance, Fixed Annuities, Lead Generation, Marketing, Mortgage Lending, Mutual Funds, Sales Operations, Sales Process, Series 7, Selling, Financial Planners, Strategy, Investments, Training, Life Insurance, Financial Planning
Education
Keene State College 1994 — 1997
Bachelor of Science, Graphic Design
Financial Planning Association of Houston
Kellie Szabo Kellie Szabo's Lincoln Financial Distributors Experience February 2008 - Present
Job Account Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2014 - Present
Lincoln Financial Distributors February 2008 - Present
Lincoln Financial Distributors May 2008 - February 2009
Crump Insurance August 2007 - May 2008
Skills
Series 6, Long Term Care Insurance, Sales, Series 63, CLTC, Salesforce.com, Building Relationships, Retirement Planning, Retirement, Life Insurance, Microsoft Excel, Strategic Planning, Investments, Long-term Care, Fixed Annuities, Strategic Financial..., Insurance, Customer Service, Mutual Funds, 401k, Relationship Management, Onboarding, New Account Opening, Series 65
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
Bachelor of Science (B.S.), Marketing, Political Science, Spanish
Lincoln Financial Group July 2014 - Present
Lincoln Financial Distributors February 2008 - Present
Lincoln Financial Distributors May 2008 - February 2009
Crump Insurance August 2007 - May 2008
Skills
Series 6, Long Term Care Insurance, Sales, Series 63, CLTC, Salesforce.com, Building Relationships, Retirement Planning, Retirement, Life Insurance, Microsoft Excel, Strategic Planning, Investments, Long-term Care, Fixed Annuities, Strategic Financial..., Insurance, Customer Service, Mutual Funds, 401k, Relationship Management, Onboarding, New Account Opening, Series 65
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
Bachelor of Science (B.S.), Marketing, Political Science, Spanish
Christina Mascetti Christina Mascetti's Lincoln Financial Distributors Experience May 2015 - Present
Job Internal Sales Manager
Industry Insurance
Experience
Lincoln Financial Distributors May 2015 - Present
Lincoln Financial Distributors September 2012 - May 2015
Lincoln Financial Distributors September 2011 - September 2012
Lincoln Financial Distributors June 2011 - September 2011
Lincoln Financial Advisors January 2011 - May 2011
Education
Iona College 2007 — 2011
Bachelor of Business Administration, Finance, Hagan School of Business, AACSB Accredited
Florence University of the Arts 2009 — 2009
Hagan School of Business Summer Institute
Lincoln Financial Distributors May 2015 - Present
Lincoln Financial Distributors September 2012 - May 2015
Lincoln Financial Distributors September 2011 - September 2012
Lincoln Financial Distributors June 2011 - September 2011
Lincoln Financial Advisors January 2011 - May 2011
Education
Iona College 2007 — 2011
Bachelor of Business Administration, Finance, Hagan School of Business, AACSB Accredited
Florence University of the Arts 2009 — 2009
Hagan School of Business Summer Institute
Peter Welsh's Lincoln Financial Distributors Experience April 2008 - June 2009
Job Vice President and Managing Principal, OneAmerica Retirement Services LLC
Industry Financial Services
Experience
OneAmerica Retirement Services January 2010 - Present
Pulse Logic June 2009 - January 2010
Lincoln Financial Distributors April 2008 - June 2009
Transamerica Retirement Services January 1998 - March 2008
Skills
Retirement Services, Executive Management, 401k, Investments, Sales Management, Strategic Planning
Education
Indiana University Robert H. McKinney School of Law 1991 — 1994
JD, Tax and Business Law
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance
OneAmerica Retirement Services January 2010 - Present
Pulse Logic June 2009 - January 2010
Lincoln Financial Distributors April 2008 - June 2009
Transamerica Retirement Services January 1998 - March 2008
Skills
Retirement Services, Executive Management, 401k, Investments, Sales Management, Strategic Planning
Education
Indiana University Robert H. McKinney School of Law 1991 — 1994
JD, Tax and Business Law
University of Notre Dame - Mendoza College of Business 1984 — 1988
BBA, Finance
Brian Roguske Brian Roguske's Lincoln Financial Distributors Experience May 2012 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors May 2012 - Present
Sun Life October 2011 - January 2012
Sun Life Financial Distributors, Inc October 2011 - January 2012
Sun Life Financial October 2011 - December 2011
MetLife December 2006 - September 2011
MetLife Investors Distribution Company January 2006 - September 2011
AIG SunAmerica 2005 to 2006 January 2005 - December 2006
Raymond James & Associates January 2001 - January 2003
Skills
Series 7, Series 63, Annuity, Annuities, Wholesaling, Public Speaking, Retirement Income..., Financial Advisory, Fixed Annuities, Investments, Marketing, Mutual Funds, Retirement, Retirement Planning, Sales, Sales Operations, Variable Annuities, Wealth Management, Wholesale, 401k, Insurance
Education
Western Michigan University 1998 — 2001
Bachelor of Arts, Economics
Western Michigan University 1998 — 2001
Bachelor of Arts, Economics; Japanese language; economics
Kalamazoo College 1995 — 1996
Lincoln Financial Distributors May 2012 - Present
Sun Life October 2011 - January 2012
Sun Life Financial Distributors, Inc October 2011 - January 2012
Sun Life Financial October 2011 - December 2011
MetLife December 2006 - September 2011
MetLife Investors Distribution Company January 2006 - September 2011
AIG SunAmerica 2005 to 2006 January 2005 - December 2006
Raymond James & Associates January 2001 - January 2003
Skills
Series 7, Series 63, Annuity, Annuities, Wholesaling, Public Speaking, Retirement Income..., Financial Advisory, Fixed Annuities, Investments, Marketing, Mutual Funds, Retirement, Retirement Planning, Sales, Sales Operations, Variable Annuities, Wealth Management, Wholesale, 401k, Insurance
Education
Western Michigan University 1998 — 2001
Bachelor of Arts, Economics
Western Michigan University 1998 — 2001
Bachelor of Arts, Economics; Japanese language; economics
Kalamazoo College 1995 — 1996
Andrew J. Fox, Jr. Andrew J. Fox, Jr.'s Lincoln Financial Distributors Experience December 2011 - Present
Job Regional Marketing Director
Industry Financial Services
Experience
Lincoln Financial Distributors December 2011 - Present
Devon Preparatory School May 2010 - Present
Lincoln Financial Distributors June 2011 - December 2012
Lincoln Financial Distributors February 2011 - November 2011
Lincoln Financial Distributors July 2010 - December 2010
Unum May 2009 - May 2010
United States Liability Insurance Group June 2008 - January 2009
Skills
Fixed Annuities, Public Speaking, Training, Disability Insurance, Series 6, 401k, Sales, Financial Analysis, Financial Advisory, Long-term Care, Retirement Planning, Variable Annuities, IRAs, Term Life Insurance, Wealth Management, Financial Services, Series 63, Mutual Funds, Insurance, Life Insurance
Education
La Salle University 2005 — 2009
Fin/Mkt-- La Salle University- Student Body President: '08-'09, Finance, Marketing, Insurance
La Salle University - School of Business Administration 2005 — 2009
BA, Marketing, Finance, Insurance
Devon Preparatory School 2001 — 2005
Lincoln Financial Distributors December 2011 - Present
Devon Preparatory School May 2010 - Present
Lincoln Financial Distributors June 2011 - December 2012
Lincoln Financial Distributors February 2011 - November 2011
Lincoln Financial Distributors July 2010 - December 2010
Unum May 2009 - May 2010
United States Liability Insurance Group June 2008 - January 2009
Skills
Fixed Annuities, Public Speaking, Training, Disability Insurance, Series 6, 401k, Sales, Financial Analysis, Financial Advisory, Long-term Care, Retirement Planning, Variable Annuities, IRAs, Term Life Insurance, Wealth Management, Financial Services, Series 63, Mutual Funds, Insurance, Life Insurance
Education
La Salle University 2005 — 2009
Fin/Mkt-- La Salle University- Student Body President: '08-'09, Finance, Marketing, Insurance
La Salle University - School of Business Administration 2005 — 2009
BA, Marketing, Finance, Insurance
Devon Preparatory School 2001 — 2005
Joseph Rosenthal, CRPS Joseph Rosenthal, CRPS's Lincoln Financial Distributors Experience March 2008 - September 2009
Job BlackRock Defined Contribution Group
Industry Financial Services
Experience
BlackRock - Defined Contribution Group January 2014 - Present
BlackRock - Defined Contribution Group June 2011 - Present
BlackRock - iShares 401(k) September 2009 - June 2011
Lincoln Financial Distributors March 2008 - September 2009
Stifel Nicolaus (Formerly Ryan Beck & Co.) 2004 - March 2008
UBS Financial Services 2002 - 2004
UBS Wealth Management 1999 - 2002
Guardian Insurance Company 1997 - 1999
Chemical Insurance Agency/Chase Insurance Agency 1995 - 1997
Skills
Mutual Funds, Series 7, Retirement Planning, Retirement, Financial Advisory, Investment Strategies, 401k, Financial Services, Pensions, Estate Planning, ETFs, Portfolio Management, Wealth, Life Insurance, High Net Worth..., Series 63, Wealth Management, Securities, Investment Advisory
Education
Fairleigh Dickinson University 2007 — 2008
Financial Planning Certificate Program
Pace University 1991 — 1995
BlackRock - Defined Contribution Group January 2014 - Present
BlackRock - Defined Contribution Group June 2011 - Present
BlackRock - iShares 401(k) September 2009 - June 2011
Lincoln Financial Distributors March 2008 - September 2009
Stifel Nicolaus (Formerly Ryan Beck & Co.) 2004 - March 2008
UBS Financial Services 2002 - 2004
UBS Wealth Management 1999 - 2002
Guardian Insurance Company 1997 - 1999
Chemical Insurance Agency/Chase Insurance Agency 1995 - 1997
Skills
Mutual Funds, Series 7, Retirement Planning, Retirement, Financial Advisory, Investment Strategies, 401k, Financial Services, Pensions, Estate Planning, ETFs, Portfolio Management, Wealth, Life Insurance, High Net Worth..., Series 63, Wealth Management, Securities, Investment Advisory
Education
Fairleigh Dickinson University 2007 — 2008
Financial Planning Certificate Program
Pace University 1991 — 1995
Andrea Cosello Andrea Cosello's Lincoln Financial Distributors Experience April 2006 - June 2007
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2010 - October 2010
St. Clair CPA Solutions January 2010 - July 2010
Aberdeen Asset Management May 2008 - January 2010
Aberdeen Asset Management June 2007 - May 2008
Lincoln Financial Distributors April 2006 - June 2007
Education
Holy Family University
Wells Fargo Advisors, LLC May 2010 - October 2010
St. Clair CPA Solutions January 2010 - July 2010
Aberdeen Asset Management May 2008 - January 2010
Aberdeen Asset Management June 2007 - May 2008
Lincoln Financial Distributors April 2006 - June 2007
Education
Holy Family University
Michael Cholet's Lincoln Financial Distributors Experience May 2014 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors May 2014 - Present
Lincoln Financial Distributors August 2012 - May 2014
Lincoln Financial Distributors January 2012 - August 2012
PNC August 2011 - December 2011
Lincoln Financial Distributors July 2010 - July 2011
Skills
Variable Annuities, Fixed Annuities, Annuity Sales, Series 6, Series 63, Salesforce.com, Sales, Sales Presentations, Asset Allocation
Education
Indiana University Bloomington 2006 — 2010
Bachelor's Degree, Political Science
Lincoln Financial Distributors May 2014 - Present
Lincoln Financial Distributors August 2012 - May 2014
Lincoln Financial Distributors January 2012 - August 2012
PNC August 2011 - December 2011
Lincoln Financial Distributors July 2010 - July 2011
Skills
Variable Annuities, Fixed Annuities, Annuity Sales, Series 6, Series 63, Salesforce.com, Sales, Sales Presentations, Asset Allocation
Education
Indiana University Bloomington 2006 — 2010
Bachelor's Degree, Political Science
Tim Seifert Tim Seifert's Lincoln Financial Distributors Experience December 2014 - Present
Job Vice President, Small Market Retirement Plan National Sales at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors December 2014 - Present
RS Investments January 2014 - Present
Divisional Sales at RS Investments October 2012 - December 2013
Prudential Financial 2009 - 2012
The Hartford 2008 - 2009
The Hartford 2000 - 2008
PLANCO 1998 - 2000
PLANCO 1991 - 1998
PLANCO 1987 - 1991
Skills
Strategy, Mutual Funds, Leadership, Structured Products, Series 63, Business Strategy, Management, Sales Operations, Financial Services, Investments, Fixed Annuities, Retirement, Sales, Fixed Income, Retirement Planning, Employee Engagement, Marketing, 401k, Series 6, Financial Advisory, Business Development, Finance, Selling, Wealth Management, Asset Allocation, Securities, Alternative Investments, Series 7
Education
Elizabethtown College 1982 — 1986
Bachelor's degree, Banking and Financial Support Services
Lincoln Financial Distributors December 2014 - Present
RS Investments January 2014 - Present
Divisional Sales at RS Investments October 2012 - December 2013
Prudential Financial 2009 - 2012
The Hartford 2008 - 2009
The Hartford 2000 - 2008
PLANCO 1998 - 2000
PLANCO 1991 - 1998
PLANCO 1987 - 1991
Skills
Strategy, Mutual Funds, Leadership, Structured Products, Series 63, Business Strategy, Management, Sales Operations, Financial Services, Investments, Fixed Annuities, Retirement, Sales, Fixed Income, Retirement Planning, Employee Engagement, Marketing, 401k, Series 6, Financial Advisory, Business Development, Finance, Selling, Wealth Management, Asset Allocation, Securities, Alternative Investments, Series 7
Education
Elizabethtown College 1982 — 1986
Bachelor's degree, Banking and Financial Support Services
Jared Pfeffer's Lincoln Financial Distributors Experience May 2015 - August 2015
Job Intern at Lincoln Financial Group
Industry
Experience
Lincoln Financial Distributors May 2015 - August 2015
MOKO Social Media: Speakiesy Application February 2015 - May 2015
Prime Air, A HEICO Company May 2014 - July 2014
Pennsylvania Heart and Vascular Group May 2011 - August 2013
Skills
Leadership, Determination to Succeed, Social Responsibility, Recruiting, Community Outreach, Social Media, Management, Public Speaking, Marketing, Event Planning
Education
Indiana University Bloomington 2013 — 2017
Accounting and Finance, Sophomore
Lincoln Financial Distributors May 2015 - August 2015
MOKO Social Media: Speakiesy Application February 2015 - May 2015
Prime Air, A HEICO Company May 2014 - July 2014
Pennsylvania Heart and Vascular Group May 2011 - August 2013
Skills
Leadership, Determination to Succeed, Social Responsibility, Recruiting, Community Outreach, Social Media, Management, Public Speaking, Marketing, Event Planning
Education
Indiana University Bloomington 2013 — 2017
Accounting and Finance, Sophomore
Chad McCartney Chad McCartney's Lincoln Financial Distributors Experience December 2009 - February 2011
Job Owner at Express Employment Professionals
Industry Staffing and Recruiting
Experience
Express Employment Professionals February 2013 - Present
FAccess February 2011 - Present
Lincoln Financial Distributors December 2009 - February 2011
The Hartford/Planco January 2000 - December 2009
Skills
Marketing Communications, Product Marketing, Building Relationships, Strategic Partnerships, Sales Presentations, Sales Management, Fixed Annuities, Asset Allocation, Business Development, Wholesale, Sales Operations, Recruiting, Marketing, Leadership, Account Management, Management, Strategy, New Business Development, Sales, Executive Management, Training, Insurance, Investments, Financial Services, 401k, Finance, Employee Benefits, Human Resources, Series 63, Mutual Funds, Financial Advisory, Retirement Planning, Customer Retention, Series 7, Retirement, Small Business, Wealth Management, Life Insurance, Relationship Management, Strategic Financial..., Investment Advisory, Variable Annuities, Series 6, Securities, Disability Insurance, Investment Strategies, Alternative Investments, Estate Planning, IRAs, Long-term Care
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Science (BS), Marketing
University of Mississippi - School of Business Administration
Express Employment Professionals February 2013 - Present
FAccess February 2011 - Present
Lincoln Financial Distributors December 2009 - February 2011
The Hartford/Planco January 2000 - December 2009
Skills
Marketing Communications, Product Marketing, Building Relationships, Strategic Partnerships, Sales Presentations, Sales Management, Fixed Annuities, Asset Allocation, Business Development, Wholesale, Sales Operations, Recruiting, Marketing, Leadership, Account Management, Management, Strategy, New Business Development, Sales, Executive Management, Training, Insurance, Investments, Financial Services, 401k, Finance, Employee Benefits, Human Resources, Series 63, Mutual Funds, Financial Advisory, Retirement Planning, Customer Retention, Series 7, Retirement, Small Business, Wealth Management, Life Insurance, Relationship Management, Strategic Financial..., Investment Advisory, Variable Annuities, Series 6, Securities, Disability Insurance, Investment Strategies, Alternative Investments, Estate Planning, IRAs, Long-term Care
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Science (BS), Marketing
University of Mississippi - School of Business Administration
Jordan Eggles Jordan Eggles's Lincoln Financial Distributors Experience September 2010 - August 2011
Job SQL Server DBA at USI Insurance Services
Industry Information Technology and Services
Experience
USI Insurance Services April 2014 - Present
ARAMARK October 2012 - April 2014
ARAMARK August 2011 - October 2012
Lincoln Financial Distributors September 2010 - August 2011
ARAMARK August 2007 - August 2011
HP March 2010 - September 2010
ARAMARK October 2006 - March 2007
Siemens Medical Solutions, USA September 2005 - March 2006
Skills
Database Administration, Data Warehousing, Microsoft SQL Server, Server Administration, SQL, Database Design, VMware, Disaster Recovery, SharePoint, Databases, Network Administration, Visio, Software Development, SDLC
Education
Drexel University 2004 — 2009
Business Administration, Management Information Systems & Finance
USI Insurance Services April 2014 - Present
ARAMARK October 2012 - April 2014
ARAMARK August 2011 - October 2012
Lincoln Financial Distributors September 2010 - August 2011
ARAMARK August 2007 - August 2011
HP March 2010 - September 2010
ARAMARK October 2006 - March 2007
Siemens Medical Solutions, USA September 2005 - March 2006
Skills
Database Administration, Data Warehousing, Microsoft SQL Server, Server Administration, SQL, Database Design, VMware, Disaster Recovery, SharePoint, Databases, Network Administration, Visio, Software Development, SDLC
Education
Drexel University 2004 — 2009
Business Administration, Management Information Systems & Finance
Phil Holstein Phil Holstein's Lincoln Financial Distributors Experience 2001 - 2002
Job Innovative Executive that Builds, Executes Strategies, and Grows Companies
Industry Financial Services
Experience
Mountaintop Capital LLC 2014 - Present
financialfootprint 2011 - Present
American Enterprise Group 2010 - 2011
Securitas Financial Life Insurance Company 2006 - 2010
Consultant 2005 - 2005
Sentinel Funds 2004 - 2005
Lincoln Financial Distributors 2001 - 2002
Lincoln Financial Group UK 1999 - 2000
Lincoln Life & Annuity Company of NY 1996 - 1999
The Holstein Company 1981 - 1996
Skills
Strategic Planning, Leadership, Insurance, Entrepreneurship, New Business Development, Investments, Marketing, Innovation, Business Transformation, Distribution Strategies, Leadership Development, Start-ups, Management Consulting, Fixed Annuities, Management, Mutual Funds, Financial Services, Retirement, Product Development, Investment Advisory, Project Management, Budgets, Personal Financial..., International Project..., Strategy
Education
Syracuse University 1977 — 1979
MPA, Public Administration
Syracuse University College of Law 1976 — 1979
JD, Law
Hampshire College 1972 — 1976
BA, Social Science
Phillips Exeter Academy 1969 — 1972
Prep School
Mountaintop Capital LLC 2014 - Present
financialfootprint 2011 - Present
American Enterprise Group 2010 - 2011
Securitas Financial Life Insurance Company 2006 - 2010
Consultant 2005 - 2005
Sentinel Funds 2004 - 2005
Lincoln Financial Distributors 2001 - 2002
Lincoln Financial Group UK 1999 - 2000
Lincoln Life & Annuity Company of NY 1996 - 1999
The Holstein Company 1981 - 1996
Skills
Strategic Planning, Leadership, Insurance, Entrepreneurship, New Business Development, Investments, Marketing, Innovation, Business Transformation, Distribution Strategies, Leadership Development, Start-ups, Management Consulting, Fixed Annuities, Management, Mutual Funds, Financial Services, Retirement, Product Development, Investment Advisory, Project Management, Budgets, Personal Financial..., International Project..., Strategy
Education
Syracuse University 1977 — 1979
MPA, Public Administration
Syracuse University College of Law 1976 — 1979
JD, Law
Hampshire College 1972 — 1976
BA, Social Science
Phillips Exeter Academy 1969 — 1972
Prep School
Castro Dianna's Lincoln Financial Distributors Experience March 1990 - Present
Job Senior Account Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors March 1990 - Present
Education
Indiana Institute of Technology 2000 — 2004
B.A., Business - Management
Lincoln Financial Distributors March 1990 - Present
Education
Indiana Institute of Technology 2000 — 2004
B.A., Business - Management
Emily Pfizenmayer's Lincoln Financial Distributors Experience December 2008 - June 2013
Job Licensed Insurance Consultant, HealthMarkets
Industry Financial Services
Experience
HealthMarkets, Inc. July 2013 - Present
Lincoln Financial Distributors December 2008 - June 2013
Kirkridge Retreat and Study Center October 2007 - May 2013
Lincoln Financial Distributors February 2008 - December 2008
Hubert J.P Schoemaker Golf Classic February 2007 - November 2007
Citigroup Smith Barney May 2004 - December 2006
Skills
Series 6, Series 63, Fixed Annuities, Retirement, Securities, Mutual Funds, Insurance, FINRA, Asset Allocation, Strategic Planning, Salesforce.com, Life Insurance, Leadership
Education
Eastern University 2004 — 2007
B.A, Political Science
Gwynedd Mercy Academy 2000 — 2004
High School
HealthMarkets, Inc. July 2013 - Present
Lincoln Financial Distributors December 2008 - June 2013
Kirkridge Retreat and Study Center October 2007 - May 2013
Lincoln Financial Distributors February 2008 - December 2008
Hubert J.P Schoemaker Golf Classic February 2007 - November 2007
Citigroup Smith Barney May 2004 - December 2006
Skills
Series 6, Series 63, Fixed Annuities, Retirement, Securities, Mutual Funds, Insurance, FINRA, Asset Allocation, Strategic Planning, Salesforce.com, Life Insurance, Leadership
Education
Eastern University 2004 — 2007
B.A, Political Science
Gwynedd Mercy Academy 2000 — 2004
High School
Cliff Wilson Cliff Wilson's Lincoln Financial Distributors Experience March 2000 - April 2002
Job Annuity Contact Center Manager at Protective Life
Industry Financial Services
Experience
Protective Life February 2012 - Present
Merrill Lynch September 2011 - February 2012
Dixon Wells (formerly Conwell & Associates June 2008 - February 2011
Conwell & Associates June 2008 - January 2010
Savings Bank Life Insurance of Massachusetts March 2008 - June 2008
Savings Bank Life Insurance of Massachusetts April 2005 - February 2008
Sun Life Financial May 2002 - April 2005
Lincoln Financial Distributors March 2000 - April 2002
Lincoln Financial Distributors November 1995 - August 1998
Skills
Management, Leadership, Insurance, Business Development, Risk Management, Financial Analysis, Process Improvement, Call Centers, Team Building, Fixed Annuities, Customer Service, Business Planning, Strategic Planning, Business Analysis, Sales, Life Insurance, Finance, Retirement Planning, Employee Benefits, Marketing, Account Management, Vendor Management, Disability Insurance, Financial Services, CRM, Series 6, Mutual Funds, Investments, Strategic Financial..., Banking
Education
Georgetown University 1984 — 1988
BSBA, Finance
Suncoast High School
Protective Life February 2012 - Present
Merrill Lynch September 2011 - February 2012
Dixon Wells (formerly Conwell & Associates June 2008 - February 2011
Conwell & Associates June 2008 - January 2010
Savings Bank Life Insurance of Massachusetts March 2008 - June 2008
Savings Bank Life Insurance of Massachusetts April 2005 - February 2008
Sun Life Financial May 2002 - April 2005
Lincoln Financial Distributors March 2000 - April 2002
Lincoln Financial Distributors November 1995 - August 1998
Skills
Management, Leadership, Insurance, Business Development, Risk Management, Financial Analysis, Process Improvement, Call Centers, Team Building, Fixed Annuities, Customer Service, Business Planning, Strategic Planning, Business Analysis, Sales, Life Insurance, Finance, Retirement Planning, Employee Benefits, Marketing, Account Management, Vendor Management, Disability Insurance, Financial Services, CRM, Series 6, Mutual Funds, Investments, Strategic Financial..., Banking
Education
Georgetown University 1984 — 1988
BSBA, Finance
Suncoast High School
Brad Calhoun Brad Calhoun's Lincoln Financial Distributors Experience 2007 - 2008
Job 401(k) Strategist at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank 2013 - Present
Shoemaker Financial 2011 - 2012
My Retirement Account Services, LLC 2010 - 2011
ING 2008 - 2010
Lincoln Financial Distributors 2007 - 2008
OppenheimerFunds 2005 - 2007
Mutual of America 2004 - 2006
United American Insurance 1998 - 2005
Skills
Retirement, Investments, IRA's, Financial Advisory, Financial Markets, Financial Planning, Estate Planning, Insurance Planning, Disability Insurance, Insurance, Mutual Funds, Annuities, Financial Advice, Investment Advisory, IRA Rollovers, 401k, 401k Rollovers, Defined Benefit, Retirement Planning, Retirement Plans, Financial Management, Sales Management, Mentoring, Training & Development, Fixed Annuities, IRAs
Education
Regis University 2006 — 2007
MBA, Finance
Georgia Southern University 1994 — 1998
BS, Justice Studies
Gordon College (GA) 1992 — 1994
SunTrust Bank 2013 - Present
Shoemaker Financial 2011 - 2012
My Retirement Account Services, LLC 2010 - 2011
ING 2008 - 2010
Lincoln Financial Distributors 2007 - 2008
OppenheimerFunds 2005 - 2007
Mutual of America 2004 - 2006
United American Insurance 1998 - 2005
Skills
Retirement, Investments, IRA's, Financial Advisory, Financial Markets, Financial Planning, Estate Planning, Insurance Planning, Disability Insurance, Insurance, Mutual Funds, Annuities, Financial Advice, Investment Advisory, IRA Rollovers, 401k, 401k Rollovers, Defined Benefit, Retirement Planning, Retirement Plans, Financial Management, Sales Management, Mentoring, Training & Development, Fixed Annuities, IRAs
Education
Regis University 2006 — 2007
MBA, Finance
Georgia Southern University 1994 — 1998
BS, Justice Studies
Gordon College (GA) 1992 — 1994
Ed Hecker, CFP, CMFC Ed Hecker, CFP, CMFC's Lincoln Financial Distributors Experience 1996 - 2001
Job Director Branch Manager and Financial Advisor at UBS Financial Service
Industry Financial Services
Experience
UBS Financial Service January 2005 - Present
AB November 2001 - December 2004
Lincoln Financial Group August 1996 - November 2001
Lincoln Financial Distributors 1996 - 2001
PaineWebber February 1990 - August 1996
Dean Witter Reynolds Inc. January 1988 - February 1990
EF Hutton June 1985 - January 1988
Education
Florida Southern College 1980 — 1984
Bachelor of Science, Finance, Marketing, and Economics
UBS Financial Service January 2005 - Present
AB November 2001 - December 2004
Lincoln Financial Group August 1996 - November 2001
Lincoln Financial Distributors 1996 - 2001
PaineWebber February 1990 - August 1996
Dean Witter Reynolds Inc. January 1988 - February 1990
EF Hutton June 1985 - January 1988
Education
Florida Southern College 1980 — 1984
Bachelor of Science, Finance, Marketing, and Economics
Cindy Wark Cindy Wark's Lincoln Financial Distributors Experience July 2014 - Present
Job Internal Sales Consultant at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors July 2014 - Present
Lincoln Financial Distributors April 2014 - July 2014
SEI Investments October 2013 - March 2014
1&1 Internet, Inc. May 2013 - September 2013
Comcast-Spectacor August 2012 - November 2012
Skills
Series 6, Series 63, Life Insurance, Long-term Care, Financial Services, Salesforce.com, Outlook, Account Management, Facebook, Social Media, Time Management, Microsoft Office, Customer Service, Social Networking, Social Media Marketing, Critical Thinking, Teamwork, PowerPoint, Direct Sales, Marketing, Finance, Microsoft Word, Sales, Microsoft Excel
Education
Kutztown University of Pennsylvania 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Lincoln Financial Distributors July 2014 - Present
Lincoln Financial Distributors April 2014 - July 2014
SEI Investments October 2013 - March 2014
1&1 Internet, Inc. May 2013 - September 2013
Comcast-Spectacor August 2012 - November 2012
Skills
Series 6, Series 63, Life Insurance, Long-term Care, Financial Services, Salesforce.com, Outlook, Account Management, Facebook, Social Media, Time Management, Microsoft Office, Customer Service, Social Networking, Social Media Marketing, Critical Thinking, Teamwork, PowerPoint, Direct Sales, Marketing, Finance, Microsoft Word, Sales, Microsoft Excel
Education
Kutztown University of Pennsylvania 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Joseph Fink Joseph Fink's Lincoln Financial Distributors Experience June 2015 - Present
Job MoneyGuard Inbound Sales Representative at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors June 2015 - Present
Goucher College August 2013 - May 2015
Goucher College September 2012 - May 2015
Morgan Stanley Wealth Management May 2014 - March 2015
Goucher College February 2012 - September 2012
Goucher College July 2012 - August 2012
Kassimir Physical Therapy June 2008 - June 2012
Goucher College September 2011 - May 2012
Equality Maryland, Inc December 2010 - July 2011
Cold Stone Creamery May 2007 - September 2007
Skills
Facebook, Community Outreach, PowerPoint, Student Engagement, Event Planning, Social Media, Higher Education, Social Networking, Research, Fundraising, Admissions, Volunteer Management, Leadership Development, Student Affairs, Teamwork, Customer Service, Conflict Resolution, Financial Economics, Series 6, Series 63, Long-term Care, Life & Health Insurance...
Education
Goucher College 2011 — 2015
Bachelor of Arts (B.A.), Economics
The Park School of Baltimore 2008 — 2011
Universitat d'Alacant
Intensive Course Abroad for Spanish Language
Lincoln Financial Distributors June 2015 - Present
Goucher College August 2013 - May 2015
Goucher College September 2012 - May 2015
Morgan Stanley Wealth Management May 2014 - March 2015
Goucher College February 2012 - September 2012
Goucher College July 2012 - August 2012
Kassimir Physical Therapy June 2008 - June 2012
Goucher College September 2011 - May 2012
Equality Maryland, Inc December 2010 - July 2011
Cold Stone Creamery May 2007 - September 2007
Skills
Facebook, Community Outreach, PowerPoint, Student Engagement, Event Planning, Social Media, Higher Education, Social Networking, Research, Fundraising, Admissions, Volunteer Management, Leadership Development, Student Affairs, Teamwork, Customer Service, Conflict Resolution, Financial Economics, Series 6, Series 63, Long-term Care, Life & Health Insurance...
Education
Goucher College 2011 — 2015
Bachelor of Arts (B.A.), Economics
The Park School of Baltimore 2008 — 2011
Universitat d'Alacant
Intensive Course Abroad for Spanish Language
Craig Somers Craig Somers's Lincoln Financial Distributors Experience June 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Lincoln Financial Distributors June 2015 - Present
CMS Wealth Management March 2014 - April 2015
Lockwood (Acquired PNC Managed Investments) February 2011 - June 2013
PFPC/Advisorport/Lockwood Advisors October 1998 - June 2013
PNC Managed Investments (Formerly ADVISORport) September 2008 - February 2011
ADVISORport (A PFPC Company) December 2006 - September 2008
ADVISORport (A PFPC Company) September 2005 - December 2006
PFPC October 1998 - September 2005
Leo Robbins and Sons August 1992 - February 1999
SonicAir a division of UPS 1990 - 1992
Skills
Mutual Funds, Financial Services, Wealth Management, ETFs, Investment Management, Investments, Asset Allocation, Separately Managed..., Investment Advisory, Alternative Investments, Relationship Management, Series 65, Portfolio Management, Investment Strategies, Retirement Planning, Managing Accounts, Equities, Securities, Finance, Asset Managment, Fixed Income, Financial Advisory, Trading, Strategic Financial..., Business Development, Management, Leadership, Risk Management, Banking, Series 6, Asset Management, Due Diligence, FINRA
Education
Drexel University - LeBow College of Business 1984 — 1989
BS, Marketing
Lincoln Financial Distributors June 2015 - Present
CMS Wealth Management March 2014 - April 2015
Lockwood (Acquired PNC Managed Investments) February 2011 - June 2013
PFPC/Advisorport/Lockwood Advisors October 1998 - June 2013
PNC Managed Investments (Formerly ADVISORport) September 2008 - February 2011
ADVISORport (A PFPC Company) December 2006 - September 2008
ADVISORport (A PFPC Company) September 2005 - December 2006
PFPC October 1998 - September 2005
Leo Robbins and Sons August 1992 - February 1999
SonicAir a division of UPS 1990 - 1992
Skills
Mutual Funds, Financial Services, Wealth Management, ETFs, Investment Management, Investments, Asset Allocation, Separately Managed..., Investment Advisory, Alternative Investments, Relationship Management, Series 65, Portfolio Management, Investment Strategies, Retirement Planning, Managing Accounts, Equities, Securities, Finance, Asset Managment, Fixed Income, Financial Advisory, Trading, Strategic Financial..., Business Development, Management, Leadership, Risk Management, Banking, Series 6, Asset Management, Due Diligence, FINRA
Education
Drexel University - LeBow College of Business 1984 — 1989
BS, Marketing
Travis Ledwith Travis Ledwith's Lincoln Financial Distributors Experience 2010 - 2012
Job FinTech | Digital Experience Transformation
Industry Management Consulting
Experience
IBM 2015 - Present
London Business School 2013 - Present
FLIP Bank 2012 - 2015
Columbia Business School 2013 - 2014
Lincoln Financial Distributors 2010 - 2012
Lincoln Financial Distributors 2006 - 2010
Skills
Digital Marketing, Business Strategy, Marketing Strategy, Business Development, Social Media, Strategic Planning, Management Consulting, Leadership, Public Speaking, Start-ups, Entrepreneurship, Social Media Marketing, Business Planning, Mobile Applications, International Business, Market Entry, Customer Experience, Innovation, Brand Development, Strategy, Management
Education
Columbia Business School, London Business School, University of Hong Kong 2012 — 2014
Master of Business Administration (MBA)
Duke University 2007 — 2009
Post-Graduate Studies, Executive Certificate in Financial Planning
The University of Georgia 2002 — 2005
Bachelor's Degree, Art History & German Language Studies
IBM 2015 - Present
London Business School 2013 - Present
FLIP Bank 2012 - 2015
Columbia Business School 2013 - 2014
Lincoln Financial Distributors 2010 - 2012
Lincoln Financial Distributors 2006 - 2010
Skills
Digital Marketing, Business Strategy, Marketing Strategy, Business Development, Social Media, Strategic Planning, Management Consulting, Leadership, Public Speaking, Start-ups, Entrepreneurship, Social Media Marketing, Business Planning, Mobile Applications, International Business, Market Entry, Customer Experience, Innovation, Brand Development, Strategy, Management
Education
Columbia Business School, London Business School, University of Hong Kong 2012 — 2014
Master of Business Administration (MBA)
Duke University 2007 — 2009
Post-Graduate Studies, Executive Certificate in Financial Planning
The University of Georgia 2002 — 2005
Bachelor's Degree, Art History & German Language Studies
Dawn Sattersten's Lincoln Financial Distributors Experience September 2001 - January 2005
Job Project Manager, Projects & Quality Administration at Guarantee Trust Life Insurance
Industry Insurance
Experience
Guarantee Trust Life Insurance April 2014 - Present
American General Life Companies March 2010 - December 2013
American General Life Companies August 2009 - April 2010
American General Life Companies July 2007 - August 2009
American General Life Companies January 2005 - January 2007
Lincoln Financial Distributors September 2001 - January 2005
Lincoln Financial Distributors June 1995 - September 2001
Kemper Insurance June 1988 - June 1995
Kemper Insurance 1986 - 1988
Skills
Insurance, Process Improvement, Leadership, Customer Service, Analysis, Operations Management, Budgets, Business Analysis, Universal Life, Staff Management, Microsoft Office, Account Management, Call Centers, Life Insurance, Customer Satisfaction, Coaching, Strategic Planning, Risk Management, Project Management, Cross-functional Team..., Change Management, PowerPoint, Team Leadership, Microsoft Excel, Microsoft Word, Management Consulting, Sales, Project Planning, Call Center, Performance Management, Visio, Team Building, Outlook, Health Insurance, Disability Insurance, Brokers, Budgeting, Sales Support, Mentoring, Customer Relations, Problem Solving, PMBOK, Visual Basic, MS Project, Training, Management, Strategy, Business Process, Term Life Insurance, Fixed Annuities
Education
Gateway Technical College 1979 — 1982
General
Wilmot High School 1975 — 1979
Guarantee Trust Life Insurance April 2014 - Present
American General Life Companies March 2010 - December 2013
American General Life Companies August 2009 - April 2010
American General Life Companies July 2007 - August 2009
American General Life Companies January 2005 - January 2007
Lincoln Financial Distributors September 2001 - January 2005
Lincoln Financial Distributors June 1995 - September 2001
Kemper Insurance June 1988 - June 1995
Kemper Insurance 1986 - 1988
Skills
Insurance, Process Improvement, Leadership, Customer Service, Analysis, Operations Management, Budgets, Business Analysis, Universal Life, Staff Management, Microsoft Office, Account Management, Call Centers, Life Insurance, Customer Satisfaction, Coaching, Strategic Planning, Risk Management, Project Management, Cross-functional Team..., Change Management, PowerPoint, Team Leadership, Microsoft Excel, Microsoft Word, Management Consulting, Sales, Project Planning, Call Center, Performance Management, Visio, Team Building, Outlook, Health Insurance, Disability Insurance, Brokers, Budgeting, Sales Support, Mentoring, Customer Relations, Problem Solving, PMBOK, Visual Basic, MS Project, Training, Management, Strategy, Business Process, Term Life Insurance, Fixed Annuities
Education
Gateway Technical College 1979 — 1982
General
Wilmot High School 1975 — 1979
Jennifer Nosalek's Lincoln Financial Distributors Experience 2004 - 2008
Job Director of Marketing at Hahn Home Health Care Inc
Industry Hospital & Health Care
Experience
Hahn Home Health Care Inc June 2014 - Present
Paychex September 2013 - June 2014
Executive Schedulers Plus October 2008 - September 2013
Sun Life Financial 2005 - 2010
Lincoln Financial Distributors 2004 - 2008
AIG SunAmerica 2001 - 2003
Sovereign Bank 1998 - 2001
BankBoston Mortgage 1992 - 1998
Skills
Retirement, Fixed Annuities, Mortgage Lending, Retirement Planning, Insurance, Investments, Series 7, Life Insurance, Strategic Financial..., Mutual Funds, New Business Development, Estate Planning, Credit, Finance, IRAs, Loans, Cold Calling, Financial Planning, Customer Service, Leadership, Marketing, Public Speaking, Strategic Planning, Team Building, Sales, Community Service, Volunteering, Healthcare
Education
Endicott College 1993 — 1997
Bachelor, Business Administration with a concentration in Entrepreneurial Studies
Endicott College 1990 — 1992
Associate, Interior Decorating
Brockton High School 1987 — 1990
HS Diploma
Hahn Home Health Care Inc June 2014 - Present
Paychex September 2013 - June 2014
Executive Schedulers Plus October 2008 - September 2013
Sun Life Financial 2005 - 2010
Lincoln Financial Distributors 2004 - 2008
AIG SunAmerica 2001 - 2003
Sovereign Bank 1998 - 2001
BankBoston Mortgage 1992 - 1998
Skills
Retirement, Fixed Annuities, Mortgage Lending, Retirement Planning, Insurance, Investments, Series 7, Life Insurance, Strategic Financial..., Mutual Funds, New Business Development, Estate Planning, Credit, Finance, IRAs, Loans, Cold Calling, Financial Planning, Customer Service, Leadership, Marketing, Public Speaking, Strategic Planning, Team Building, Sales, Community Service, Volunteering, Healthcare
Education
Endicott College 1993 — 1997
Bachelor, Business Administration with a concentration in Entrepreneurial Studies
Endicott College 1990 — 1992
Associate, Interior Decorating
Brockton High School 1987 — 1990
HS Diploma
Ashley Fulkerson Ashley Fulkerson's Lincoln Financial Distributors Experience August 2015 - Present
Job Project SpecialistFinancial Institutions Group at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors August 2015 - Present
Lincoln Financial Distributors July 2013 - Present
Lincoln Financial Distributors August 2012 - June 2013
Gilliam Coble & Moser, LLP January 2012 - August 2012
Elon University August 2008 - May 2012
Elon University June 2008 - May 2012
Acucote June 2011 - August 2011
Skills
Event Planning, Facebook, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Public Speaking, International Relations, Blogging, Research, Wordpress, Management, Human Resources
Education
Elon University 2008 — 2012
B.A., International Studies, Italian
Accademia Europea di Firenze 2011 — 2011
Lincoln Financial Distributors August 2015 - Present
Lincoln Financial Distributors July 2013 - Present
Lincoln Financial Distributors August 2012 - June 2013
Gilliam Coble & Moser, LLP January 2012 - August 2012
Elon University August 2008 - May 2012
Elon University June 2008 - May 2012
Acucote June 2011 - August 2011
Skills
Event Planning, Facebook, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Public Speaking, International Relations, Blogging, Research, Wordpress, Management, Human Resources
Education
Elon University 2008 — 2012
B.A., International Studies, Italian
Accademia Europea di Firenze 2011 — 2011
Rebecca Chase Rebecca Chase's Lincoln Financial Distributors Experience February 2005 - October 2007
Job Email Communications Associate, Reporting and Analysis, at Ascensus
Industry Financial Services
Experience
Ascensus March 2015 - Present
Ascensus April 2012 - March 2015
Lorel Marketing Group April 2008 - April 2012
Al Paul Lefton Co. October 2007 - February 2008
Lincoln Financial Distributors February 2005 - October 2007
Dudnyk October 1998 - January 2005
Colorlith Corporation April 1995 - October 1998
Skills
Advertising, Direct Mail, Project Management, Strategy, Management, Vendor Management, Email Marketing, Marketing Communications, Marketing, Account Management, Microsoft Office, Leadership, Offset Printing, Brand Development, Integrated Marketing, Budgets, HTML Emails, Variable Data Targeted...
Education
Kutztown University of Pennsylvania 1988 — 1992
B.F.A, Communication Design
Ascensus March 2015 - Present
Ascensus April 2012 - March 2015
Lorel Marketing Group April 2008 - April 2012
Al Paul Lefton Co. October 2007 - February 2008
Lincoln Financial Distributors February 2005 - October 2007
Dudnyk October 1998 - January 2005
Colorlith Corporation April 1995 - October 1998
Skills
Advertising, Direct Mail, Project Management, Strategy, Management, Vendor Management, Email Marketing, Marketing Communications, Marketing, Account Management, Microsoft Office, Leadership, Offset Printing, Brand Development, Integrated Marketing, Budgets, HTML Emails, Variable Data Targeted...
Education
Kutztown University of Pennsylvania 1988 — 1992
B.F.A, Communication Design
Brian Crowe Brian Crowe's Lincoln Financial Distributors Experience September 2007 - January 2012
Job Long Term Care Regional Director at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company January 2012 - Present
Lincoln Financial Distributors September 2007 - January 2012
Vanguard April 1997 - August 2007
Skills
Long-term Care, Consultative Sales..., Building Business..., Financial Products, Public Speaking, Relationship Management, Sales & Marketing, Retirement Planning, Series 6, Series 63, Life & Health Insurance, East Regions, Wirehouse, Independent Planners, Financial Institutions
Education
East Stroudsburg University of Pennsylvania 1990 — 1995
Bachelor's degree, History
Pacific Life Insurance Company January 2012 - Present
Lincoln Financial Distributors September 2007 - January 2012
Vanguard April 1997 - August 2007
Skills
Long-term Care, Consultative Sales..., Building Business..., Financial Products, Public Speaking, Relationship Management, Sales & Marketing, Retirement Planning, Series 6, Series 63, Life & Health Insurance, East Regions, Wirehouse, Independent Planners, Financial Institutions
Education
East Stroudsburg University of Pennsylvania 1990 — 1995
Bachelor's degree, History
Larry Geedey Larry Geedey's Lincoln Financial Distributors Experience December 2014 - Present
Job Internal Marketing Consultant at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors December 2014 - Present
Lincoln Financial Distributors May 2014 - December 2014
T. Rowe Price July 2013 - May 2014
United States Beverage May 2012 - August 2012
Skills
Customer Service, Teamwork, Leadership, Time Management, Economics, Highly detail oriented, time man, Pay Close Attention to..., Always Punctual, Microsoft Word
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Twin Valley High School 2005 — 2009
Lincoln Financial Distributors December 2014 - Present
Lincoln Financial Distributors May 2014 - December 2014
T. Rowe Price July 2013 - May 2014
United States Beverage May 2012 - August 2012
Skills
Customer Service, Teamwork, Leadership, Time Management, Economics, Highly detail oriented, time man, Pay Close Attention to..., Always Punctual, Microsoft Word
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Twin Valley High School 2005 — 2009
Lindsey Wills Lindsey Wills's Lincoln Financial Distributors Experience December 2012 - August 2014
Job Marketing Specialist Retirement Plan Services
Industry Financial Services
Experience
Lincoln Financial Group August 2014 - Present
Lincoln Financial Distributors December 2012 - August 2014
Lincoln Financial Distributors September 2011 - November 2012
Chandler Concrete Company June 2010 - August 2010
Grill 584 Restaurant May 2007 - December 2009
Wells Chiropractic Center May 2009 - September 2009
Kernodle Clinic June 2006 - August 2006
Skills
Series 6, Series 63, Life & Health Insurance..., Sales, Variable Annuities, Fixed Annuities, Salesforce.com, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Finance, Management, Insurance, Investments
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
Bachelor of Science, Business Administration-Finance, Accounting
Walter M. Williams High School 2003 — 2007
Burlington, NC
Lincoln Financial Group August 2014 - Present
Lincoln Financial Distributors December 2012 - August 2014
Lincoln Financial Distributors September 2011 - November 2012
Chandler Concrete Company June 2010 - August 2010
Grill 584 Restaurant May 2007 - December 2009
Wells Chiropractic Center May 2009 - September 2009
Kernodle Clinic June 2006 - August 2006
Skills
Series 6, Series 63, Life & Health Insurance..., Sales, Variable Annuities, Fixed Annuities, Salesforce.com, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Finance, Management, Insurance, Investments
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
Bachelor of Science, Business Administration-Finance, Accounting
Walter M. Williams High School 2003 — 2007
Burlington, NC
Kathryn Ritter Kathryn Ritter's Lincoln Financial Distributors Experience October 2008 - December 2014
Job Planners Assistant at Charter Financial Group Lincoln Financial
Industry Financial Services
Experience
Charter Financial Group - Lincoln Financial April 2015 - Present
Lincoln Financial Distributors October 2008 - December 2014
International Personnel Resources September 2006 - August 2008
WellSpan Health January 2004 - June 2006
Skills
Marketing Strategy, Marketing Communications, Event Planning, Strategic Planning, Social Media, Email Marketing, Public Speaking, Leadership Initiatives, Mutual Funds, Problem Solving, Critical Thinking, Advertising, B2B, Administrative..., Direct Marketing, Direct Mail, Brand Development, Project Management, Fundraising, Management, Social Media Marketing, Social Networking, Data Analysis, Marketing, Financial Services, Leadership
Education
West Chester University of Pennsylvania 2009 — 2015
Master of Business Administration (M.B.A.), Marketing/Finance
Gettysburg College 1999 — 2003
Bachelor of Arts (B.A.), Spanish & Psychology
Charter Financial Group - Lincoln Financial April 2015 - Present
Lincoln Financial Distributors October 2008 - December 2014
International Personnel Resources September 2006 - August 2008
WellSpan Health January 2004 - June 2006
Skills
Marketing Strategy, Marketing Communications, Event Planning, Strategic Planning, Social Media, Email Marketing, Public Speaking, Leadership Initiatives, Mutual Funds, Problem Solving, Critical Thinking, Advertising, B2B, Administrative..., Direct Marketing, Direct Mail, Brand Development, Project Management, Fundraising, Management, Social Media Marketing, Social Networking, Data Analysis, Marketing, Financial Services, Leadership
Education
West Chester University of Pennsylvania 2009 — 2015
Master of Business Administration (M.B.A.), Marketing/Finance
Gettysburg College 1999 — 2003
Bachelor of Arts (B.A.), Spanish & Psychology
Ken Fetter Ken Fetter's Lincoln Financial Distributors Experience August 2007 - May 2009
Job Sales Representative at J and J Material Handling Systems, Inc.
Industry Industrial Automation
Experience
J & J Material Handling Systems, Inc. April 2013 - July 2015
Health and Science Center June 2010 - February 2012
Main Line Health October 2009 - May 2010
Lincoln Financial Distributors August 2007 - May 2009
Creative Financial Group (of New England Financial) 2004 - 2007
Philadelphia Phillies Baseball Club 2003 - 2004
Skills
Marketing, Sales, Human Resources, Finance, Business Development, Management, Recruiting, Insurance, Selling, Leadership, Onboarding, Temporary Placement, Sales Management
Education
Gettysburg College 1999 — 2002
BA, Business Management
Radnor High School
Radnor High School
J & J Material Handling Systems, Inc. April 2013 - July 2015
Health and Science Center June 2010 - February 2012
Main Line Health October 2009 - May 2010
Lincoln Financial Distributors August 2007 - May 2009
Creative Financial Group (of New England Financial) 2004 - 2007
Philadelphia Phillies Baseball Club 2003 - 2004
Skills
Marketing, Sales, Human Resources, Finance, Business Development, Management, Recruiting, Insurance, Selling, Leadership, Onboarding, Temporary Placement, Sales Management
Education
Gettysburg College 1999 — 2002
BA, Business Management
Radnor High School
Radnor High School
Christopher Gatto Christopher Gatto's Lincoln Financial Distributors Experience September 2006 - September 2008
Job Production Designer at Red Tettemer + Partners
Industry Marketing and Advertising
Experience
Red Tettemer O'Connell + Partners 2008 - Present
Lincoln Financial Distributors September 2006 - September 2008
Aquent Marketing Staffing July 2005 - April 2006
JWT Specialized Communications December 2002 - April 2004
Oxford Communications June 2001 - December 2002
Tivola Verlag GmbH January 2001 - April 2001
Energy Intelligence November 1999 - December 2000
Skills
Advertising, Typography, Logo Design, Creative Strategy, Publications, Graphic Design, Art Direction, Adobe Creative Suite, Illustration, Illustrator, Corporate Identity, Branding & Identity, InDesign, Marketing, Posters
Education
Kutztown University of Pennsylvania 1996 — 1999
University of Pittsburgh 1995 — 1996
Red Tettemer O'Connell + Partners 2008 - Present
Lincoln Financial Distributors September 2006 - September 2008
Aquent Marketing Staffing July 2005 - April 2006
JWT Specialized Communications December 2002 - April 2004
Oxford Communications June 2001 - December 2002
Tivola Verlag GmbH January 2001 - April 2001
Energy Intelligence November 1999 - December 2000
Skills
Advertising, Typography, Logo Design, Creative Strategy, Publications, Graphic Design, Art Direction, Adobe Creative Suite, Illustration, Illustrator, Corporate Identity, Branding & Identity, InDesign, Marketing, Posters
Education
Kutztown University of Pennsylvania 1996 — 1999
University of Pittsburgh 1995 — 1996
Kyle Daly Kyle Daly's Lincoln Financial Distributors Experience November 2005 - December 2010
Job Software Client Leader at IBM
Industry Information Technology and Services
Experience
IBM September 2012 - Present
Comcast January 2011 - September 2012
Lincoln Financial Distributors November 2005 - December 2010
Catalyst IT Services May 2003 - November 2005
IBM June 1997 - May 2003
Skills
Business Analysis, Business Development, Account Management, Direct Sales, Branding & Identity, Sales Presentations, Prospecting, Solution Selling, Strategic Planning, Cold Calling, Financial Planning, Annuities, Coaching, Marketing Strategy, Marketing Communications, Email Marketing, Personal Branding, Start-ups, Sales Growth, Mentoring, Social Networking, Network Infrastructure, Data Network, Fixed Annuities, Market Research, Telecommunications, Strategy, Competitive Analysis, Sales Operations, Sales Process, Strategic Partnerships, Sales, Sales Management, New Business Development, Leadership, Customer Retention, Business Planning, Business Strategy, Salesforce.com, Customer Satisfaction, Networking, Forecasting, Marketing, Negotiation, Selling, Lead Generation, Relationship Management, Budgets, SaaS, B2B
Education
Drexel University - College of Business and Administration 1992 — 1997
BA, Marketing
Haddonfield Memorial High School 1987 — 1991
General Studies
IBM September 2012 - Present
Comcast January 2011 - September 2012
Lincoln Financial Distributors November 2005 - December 2010
Catalyst IT Services May 2003 - November 2005
IBM June 1997 - May 2003
Skills
Business Analysis, Business Development, Account Management, Direct Sales, Branding & Identity, Sales Presentations, Prospecting, Solution Selling, Strategic Planning, Cold Calling, Financial Planning, Annuities, Coaching, Marketing Strategy, Marketing Communications, Email Marketing, Personal Branding, Start-ups, Sales Growth, Mentoring, Social Networking, Network Infrastructure, Data Network, Fixed Annuities, Market Research, Telecommunications, Strategy, Competitive Analysis, Sales Operations, Sales Process, Strategic Partnerships, Sales, Sales Management, New Business Development, Leadership, Customer Retention, Business Planning, Business Strategy, Salesforce.com, Customer Satisfaction, Networking, Forecasting, Marketing, Negotiation, Selling, Lead Generation, Relationship Management, Budgets, SaaS, B2B
Education
Drexel University - College of Business and Administration 1992 — 1997
BA, Marketing
Haddonfield Memorial High School 1987 — 1991
General Studies
Christian Gabrielsen's Lincoln Financial Distributors Experience January 2003 - October 2007
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities January 2015 - Present
V2V January 2014 - December 2014
Lightstone Group June 2012 - July 2013
TNP December 2010 - June 2012
Knight Capital Group October 2007 - October 2009
Lincoln Financial Distributors January 2003 - October 2007
AXA Financial October 1998 - December 2002
Fieldcrest Cannon March 1987 - August 1998
Skills
Investments, Portfolio Management, Asset Management, Financial Services, Fixed Annuities, Variable Annuities, Separately Managed..., Series 7, Series 63, Alternative Investments, Mutual Funds, Retirement Planning, Asset Allocation, Real Estate, Series 24, Marketing, Financial Analysis, Sales Management, Series 6, Retirement
Education
Harvard University 1992 — 1993
Adv.Cert., Financial Marketing
University of Vermont 1980 — 1984
B.S., Education, English
Princeton High 1976 — 1980
Realty Capital Securities January 2015 - Present
V2V January 2014 - December 2014
Lightstone Group June 2012 - July 2013
TNP December 2010 - June 2012
Knight Capital Group October 2007 - October 2009
Lincoln Financial Distributors January 2003 - October 2007
AXA Financial October 1998 - December 2002
Fieldcrest Cannon March 1987 - August 1998
Skills
Investments, Portfolio Management, Asset Management, Financial Services, Fixed Annuities, Variable Annuities, Separately Managed..., Series 7, Series 63, Alternative Investments, Mutual Funds, Retirement Planning, Asset Allocation, Real Estate, Series 24, Marketing, Financial Analysis, Sales Management, Series 6, Retirement
Education
Harvard University 1992 — 1993
Adv.Cert., Financial Marketing
University of Vermont 1980 — 1984
B.S., Education, English
Princeton High 1976 — 1980
Joseph Mrozienski Joseph Mrozienski's Lincoln Financial Distributors Experience January 2007 - August 2008
Job Director, TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2013 - Present
Mrozienski Global January 2010 - May 2013
Paychex March 2009 - August 2010
Lincoln Financial Distributors January 2007 - August 2008
American Express Financial Advisors January 2005 - January 2007
PLANCO June 2002 - January 2005
Putnam Investments 1996 - 2002
Skills
Mutual Funds, Investments, 401k, Strategic Financial..., Fixed Annuities, Insurance, Asset Management, Retirement, Financial Markets, Asset Managment, Financial Advisory, Leadership, ETFs, Retirement Planning, Series 7, Series 63, Life Insurance, Alternative Investments, Long-term Care
Education
Hamilton College 1992 — 1996
TIAA-CREF May 2013 - Present
Mrozienski Global January 2010 - May 2013
Paychex March 2009 - August 2010
Lincoln Financial Distributors January 2007 - August 2008
American Express Financial Advisors January 2005 - January 2007
PLANCO June 2002 - January 2005
Putnam Investments 1996 - 2002
Skills
Mutual Funds, Investments, 401k, Strategic Financial..., Fixed Annuities, Insurance, Asset Management, Retirement, Financial Markets, Asset Managment, Financial Advisory, Leadership, ETFs, Retirement Planning, Series 7, Series 63, Life Insurance, Alternative Investments, Long-term Care
Education
Hamilton College 1992 — 1996
Ron Perentis's Lincoln Financial Distributors Experience March 2004 - November 2007
Job Brokerage Sales Manager at Insurance Designers of Kansas City
Industry Insurance
Experience
Insurance Designers of Kansas City October 2009 - Present
AXA Equitable November 2007 - May 2009
LIncoln Financial Distributors March 2004 - November 2007
New York Life January 1999 - January 2005
Principal Financial Group August 1991 - January 1999
Northwestern Mutual September 1986 - August 1991
Education
Iowa State University - College of Business 1984 — 1987
Ellsworth Community College 1983 — 1984
Iowa Falls High School 1980 — 1983
Insurance Designers of Kansas City October 2009 - Present
AXA Equitable November 2007 - May 2009
LIncoln Financial Distributors March 2004 - November 2007
New York Life January 1999 - January 2005
Principal Financial Group August 1991 - January 1999
Northwestern Mutual September 1986 - August 1991
Education
Iowa State University - College of Business 1984 — 1987
Ellsworth Community College 1983 — 1984
Iowa Falls High School 1980 — 1983
Robert E. Mowery's Lincoln Financial Distributors Experience January 2008 - Present
Job Sales Reporting Business Analyst / Project Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors January 2008 - Present
Lincoln Financial Group February 2007 - January 2008
Lincoln Financial Distributors September 2006 - February 2007
Lincoln Financial Distributors September 2005 - May 2006
Skills
CRM, Sales Management, Business Analysis, SDLC, Financial Services, Business Intelligence, Project Management, Insurance, Salesforce.com, Requirements Gathering, Relationship Management, Software Project..., Vendor Management
Education
Drexel University 2004 — 2010
Information Systems
Saint Joseph's Preparatory School 2000 — 2004
High School, General Education, IT
Lincoln Financial Distributors January 2008 - Present
Lincoln Financial Group February 2007 - January 2008
Lincoln Financial Distributors September 2006 - February 2007
Lincoln Financial Distributors September 2005 - May 2006
Skills
CRM, Sales Management, Business Analysis, SDLC, Financial Services, Business Intelligence, Project Management, Insurance, Salesforce.com, Requirements Gathering, Relationship Management, Software Project..., Vendor Management
Education
Drexel University 2004 — 2010
Information Systems
Saint Joseph's Preparatory School 2000 — 2004
High School, General Education, IT
Philip Zhu's Lincoln Financial Distributors Experience August 2009 - August 2013
Job Business Analyst at Lincoln Financial Distributors
Industry Information Technology and Services
Experience
Lincoln Financial Distributors August 2009 - August 2013
Lincoln Financial Distributors September 2008 - May 2010
Delaware Investments September 2007 - September 2008
Lincoln Financial Group September 2006 - September 2007
Education
Drexel University - LeBow College of Business 2001 — 2006
Bachelors of Science in Business Administration, Management Information Systems
Lincoln Financial Distributors August 2009 - August 2013
Lincoln Financial Distributors September 2008 - May 2010
Delaware Investments September 2007 - September 2008
Lincoln Financial Group September 2006 - September 2007
Education
Drexel University - LeBow College of Business 2001 — 2006
Bachelors of Science in Business Administration, Management Information Systems
Jason Plunkett's Lincoln Financial Distributors Experience January 2007 - January 2013
Job Regional Vice President at Millennium Brokerage Group
Industry Financial Services
Experience
Protective Life April 2014 - Present
Millennium Brokerage Group, LLC January 2013 - March 2014
Lincoln Financial Distributors January 2007 - January 2013
AIG SunAmerica January 2005 - January 2007
Wireless Facilities, Inc 2003 - 2004
Wireless Facilities, Inc October 2000 - April 2002
Education
Juniata College 1996 — 2000
BA, Business Administration and Management, General
Penn Cambria 1990 — 1996
Protective Life April 2014 - Present
Millennium Brokerage Group, LLC January 2013 - March 2014
Lincoln Financial Distributors January 2007 - January 2013
AIG SunAmerica January 2005 - January 2007
Wireless Facilities, Inc 2003 - 2004
Wireless Facilities, Inc October 2000 - April 2002
Education
Juniata College 1996 — 2000
BA, Business Administration and Management, General
Penn Cambria 1990 — 1996
Madelyn Testa's Lincoln Financial Distributors Experience June 2008 - Present
Job Associate Design Director at Lincoln Financial
Industry Financial Services
Experience
Lincoln Financial Distributors June 2008 - Present
DMW Worldwide June 2001 - June 2008
University of Pennsylvania December 1998 - June 2001
Skills
Direct Marketing, Direct Mail, Graphic Design, Advertising, Art Direction, Creative Direction, Corporate Branding, Email Marketing, Creative Strategy, Brand Development, Branding & Identity, Brochures, Corporate Identity, QuarkXPress
Education
Marywood University 2001 — 2003
MFA, Advertising Design
Edinboro University of Pennsylvania 1993 — 1997
Lincoln Financial Distributors June 2008 - Present
DMW Worldwide June 2001 - June 2008
University of Pennsylvania December 1998 - June 2001
Skills
Direct Marketing, Direct Mail, Graphic Design, Advertising, Art Direction, Creative Direction, Corporate Branding, Email Marketing, Creative Strategy, Brand Development, Branding & Identity, Brochures, Corporate Identity, QuarkXPress
Education
Marywood University 2001 — 2003
MFA, Advertising Design
Edinboro University of Pennsylvania 1993 — 1997
Don Roberson's Lincoln Financial Distributors Experience August 2006 - July 2009
Job Managing Director, Distribution, ProShares
Industry Financial Services
Experience
ProShares May 2010 - Present
Lincoln Financial Distributors August 2006 - July 2009
Lincoln Financial Group August 2003 - August 2006
Funds Distributor, Inc. 1992 - 1998
Prudential Securities 1981 - 1990
Skills
Customer Service, Mutual Funds, Series 7, ETFs, Alternative Investments, Asset Allocation, Wealth Management, Separately Managed..., Investments, Asset Managment, Investment Advisory, Series 24, Retirement, Investment Strategies, Risk Management, Strategic Financial..., Financial Services, Sales, Hedge Funds, Financial Markets, Equities, New Business Development, Portfolio Management, Strategy, Asset Management, Investment Management, 401k, Defined Contribution, Marketing, Fixed Income, Financial Advisory, Relationship Management, Institutional, Pensions, Life Insurance
Education
Florida State University - College of Business 1975 — 1977
BS- Marketing, Marketing & Accounting
ProShares May 2010 - Present
Lincoln Financial Distributors August 2006 - July 2009
Lincoln Financial Group August 2003 - August 2006
Funds Distributor, Inc. 1992 - 1998
Prudential Securities 1981 - 1990
Skills
Customer Service, Mutual Funds, Series 7, ETFs, Alternative Investments, Asset Allocation, Wealth Management, Separately Managed..., Investments, Asset Managment, Investment Advisory, Series 24, Retirement, Investment Strategies, Risk Management, Strategic Financial..., Financial Services, Sales, Hedge Funds, Financial Markets, Equities, New Business Development, Portfolio Management, Strategy, Asset Management, Investment Management, 401k, Defined Contribution, Marketing, Fixed Income, Financial Advisory, Relationship Management, Institutional, Pensions, Life Insurance
Education
Florida State University - College of Business 1975 — 1977
BS- Marketing, Marketing & Accounting
Nora Jenkins, CMP and CTSM's Lincoln Financial Distributors Experience September 2001 - Present
Job Conference and Event Planning Manager
Industry Financial Services
Experience
Lincoln Financial Distributors September 2001 - Present
Dolphin Research Center December 2000 - April 2001
CoreTech Consulting Group 1998 - 2000
Wachovia 1989 - 1998
Skills
Marketing, Event Management, Event Planning, Leadership, Public Relations, Management, Fundraising, Sales, Budgets, Trade Shows, Project Planning, Time Management, Sponsorship, Corporate Events, Corporate Branding, Selling, Enterprise Software, Meeting Planning, Mergers & Acquisitions, Hospitality, Marketing Strategy, Marketing Communications, Email Marketing, Integrated Marketing, Process Improvement, Conference Coordination, Series 6, Social Media, Financial Services, Strategic Communications, Digital Marketing
Education
Pennsylvania State University-Great Valley Graduate Center 1994 — 1997
Masters Degree, Management
Elizabethtown College 1984 — 1988
BA, English - Professional Writing
Phoenixville High School 1980 — 1984
Lincoln Financial Distributors September 2001 - Present
Dolphin Research Center December 2000 - April 2001
CoreTech Consulting Group 1998 - 2000
Wachovia 1989 - 1998
Skills
Marketing, Event Management, Event Planning, Leadership, Public Relations, Management, Fundraising, Sales, Budgets, Trade Shows, Project Planning, Time Management, Sponsorship, Corporate Events, Corporate Branding, Selling, Enterprise Software, Meeting Planning, Mergers & Acquisitions, Hospitality, Marketing Strategy, Marketing Communications, Email Marketing, Integrated Marketing, Process Improvement, Conference Coordination, Series 6, Social Media, Financial Services, Strategic Communications, Digital Marketing
Education
Pennsylvania State University-Great Valley Graduate Center 1994 — 1997
Masters Degree, Management
Elizabethtown College 1984 — 1988
BA, English - Professional Writing
Phoenixville High School 1980 — 1984
Andrew Crandall's Lincoln Financial Distributors Experience February 2006 - September 2007
Job National Sales Desk Manager at Prudential Annuities
Industry Financial Services
Experience
Prudential Annuities July 2011 - Present
Prudential Financial September 2007 - July 2011
Lincoln Financial Distributors February 2006 - September 2007
The Hartford/PLANCO November 2004 - February 2006
Skills
Series 6, Fixed Annuities, Series 63, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Financial Services, Relationship Management, Wholesale, Sales Management, Qualified Retirement..., Strategic Planning, 401k Rollovers, Strategic Financial..., Investments, Separately Managed..., FINRA, Alternative Investments, Wealth Management
Education
Kutztown University of Pennsylvania
B.A., Political Science
Prudential Annuities July 2011 - Present
Prudential Financial September 2007 - July 2011
Lincoln Financial Distributors February 2006 - September 2007
The Hartford/PLANCO November 2004 - February 2006
Skills
Series 6, Fixed Annuities, Series 63, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Financial Services, Relationship Management, Wholesale, Sales Management, Qualified Retirement..., Strategic Planning, 401k Rollovers, Strategic Financial..., Investments, Separately Managed..., FINRA, Alternative Investments, Wealth Management
Education
Kutztown University of Pennsylvania
B.A., Political Science
Jason. Carmack's Lincoln Financial Distributors Experience May 2008 - March 2012
Job Financial Advisor at McNeilFriedman, Ltd
Industry Financial Services
Experience
McNeil-Friedman, Ltd March 2012 - Present
Lincoln Financial Distributors May 2008 - March 2012
OneAmerica August 1994 - May 2008
Skills
Series 6, Fixed Annuities, 401k, Series 63, Investments, Defined Benefit, Life Insurance
Education
Indiana University Bloomington 1987 — 1992
McNeil-Friedman, Ltd March 2012 - Present
Lincoln Financial Distributors May 2008 - March 2012
OneAmerica August 1994 - May 2008
Skills
Series 6, Fixed Annuities, 401k, Series 63, Investments, Defined Benefit, Life Insurance
Education
Indiana University Bloomington 1987 — 1992
Regina Boon's Lincoln Financial Distributors Experience June 2006 - June 2010
Job Mom
Industry Financial Services
Experience
American Funds June 2010 - Present
St. Simon the Apostle Catholic Church August 2008 - June 2010
Lincoln Financial Distributors June 2006 - June 2010
St. Simon the Apostle Catholic Church June 2007 - June 2008
St. Simon the Apostle Catholic Church November 2005 - June 2007
American Funds June 2002 - June 2006
American Funds February 1992 - February 2002
Education
Indiana Wesleyan University 1996 — 1998
MBA, Management
University of the Incarnate Word 1984 — 1993
BBA, Management
Incarnate Word High School 1980 — 1984
High School Diploma, College Preparatory
St. Thomas Moore School 1971 — 1980
Diploma
American Funds June 2010 - Present
St. Simon the Apostle Catholic Church August 2008 - June 2010
Lincoln Financial Distributors June 2006 - June 2010
St. Simon the Apostle Catholic Church June 2007 - June 2008
St. Simon the Apostle Catholic Church November 2005 - June 2007
American Funds June 2002 - June 2006
American Funds February 1992 - February 2002
Education
Indiana Wesleyan University 1996 — 1998
MBA, Management
University of the Incarnate Word 1984 — 1993
BBA, Management
Incarnate Word High School 1980 — 1984
High School Diploma, College Preparatory
St. Thomas Moore School 1971 — 1980
Diploma
Robert Zelinger's Lincoln Financial Distributors Experience 1998 - 2005
Job Divisional Vice President AIG Financial Distributors
Industry Financial Services
Experience
AIG August 2005 - Present
Lincoln Financial Distributors 1998 - 2005
Morgan Stanley 1996 - 1998
Skills
Mutual Funds, Series 7, Series 63, Variable Annuities, Retirement Planning, Sales Presentations, Retirement, Financial Services, Securities, FINRA, Investments, Financial Advisory, IRAs, Wealth Management..., Fixed Annuities, Asset Allocation, 401k, Alternative Investments, Wealth Management
Education
Kenyon College 1992 — 1996
Bachelor of Arts (B.A.), Economics
AIG August 2005 - Present
Lincoln Financial Distributors 1998 - 2005
Morgan Stanley 1996 - 1998
Skills
Mutual Funds, Series 7, Series 63, Variable Annuities, Retirement Planning, Sales Presentations, Retirement, Financial Services, Securities, FINRA, Investments, Financial Advisory, IRAs, Wealth Management..., Fixed Annuities, Asset Allocation, 401k, Alternative Investments, Wealth Management
Education
Kenyon College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Darren Manning's Lincoln Financial Distributors Experience January 2010 - December 2014
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc. December 2014 - Present
Lincoln Financial Distributors January 2010 - December 2014
Lincoln Financial Distributors April 2006 - December 2009
Lincoln Financial Distributors April 2005 - March 2006
Merck & Co. August 2002 - April 2005
Nextel July 2000 - March 2002
Education
Georgia Institute of Technology 1995 — 2000
Management, Economics, Marketing
Forethought Financial Group, Inc. December 2014 - Present
Lincoln Financial Distributors January 2010 - December 2014
Lincoln Financial Distributors April 2006 - December 2009
Lincoln Financial Distributors April 2005 - March 2006
Merck & Co. August 2002 - April 2005
Nextel July 2000 - March 2002
Education
Georgia Institute of Technology 1995 — 2000
Management, Economics, Marketing
Thomas Marks's Lincoln Financial Distributors Experience 2002 - 2010
Job Financial Services The Piedmont Group of Atlanta, LLC
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC May 2013 - Present
Marks Financial Solutions, LLC December 2011 - May 2013
Realty Capital Securities October 2010 - December 2011
Lincoln Financial Distributors 2002 - 2010
The Hartford 2000 - 2002
J C Bradford 2000 - 2000
Skills
Retirement, Investments, Estate Planning, Retirement Planning, Insurance, Alternative Investments, Securities, Financial Planners, Long-term Care, 401k, Disability Insurance, Wealth Management, Asset Management, Mutual Funds, Series 7, Series 65, Investment Advisory, Asset Allocation, FINRA, Asset Managment, Fixed Income, Key Man Insurance, Deferred Compensation, Business Strategy, Business Planning, Financial Planning
Education
University of Tennessee-Knoxville - College of Business Administration 1986 — 1990
Bachelor's degree, Finance, General
University of Tennessee-Knoxville
The Piedmont Group of Atlanta, LLC May 2013 - Present
Marks Financial Solutions, LLC December 2011 - May 2013
Realty Capital Securities October 2010 - December 2011
Lincoln Financial Distributors 2002 - 2010
The Hartford 2000 - 2002
J C Bradford 2000 - 2000
Skills
Retirement, Investments, Estate Planning, Retirement Planning, Insurance, Alternative Investments, Securities, Financial Planners, Long-term Care, 401k, Disability Insurance, Wealth Management, Asset Management, Mutual Funds, Series 7, Series 65, Investment Advisory, Asset Allocation, FINRA, Asset Managment, Fixed Income, Key Man Insurance, Deferred Compensation, Business Strategy, Business Planning, Financial Planning
Education
University of Tennessee-Knoxville - College of Business Administration 1986 — 1990
Bachelor's degree, Finance, General
University of Tennessee-Knoxville
Ryan Beeckman's Lincoln Financial Distributors Experience 2008 - Present
Job Individual Annuity Operations at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors 2008 - Present
Skills
Lean Operations, Six Sigma, Certified Green Belt, Series 6, Risk Management, Project Management, Marketing, Process Improvement, Financial Analysis, Management, Sales, Finance, Sales Management, Banking, Leadership, Analysis, Strategic Planning, Business Analysis
Education
Indiana Wesleyan University 2011 — 2013
Master of Business Administration (MBA), Accounting
Indiana University Bloomington 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Public Affairs
Lincoln Financial Distributors 2008 - Present
Skills
Lean Operations, Six Sigma, Certified Green Belt, Series 6, Risk Management, Project Management, Marketing, Process Improvement, Financial Analysis, Management, Sales, Finance, Sales Management, Banking, Leadership, Analysis, Strategic Planning, Business Analysis
Education
Indiana Wesleyan University 2011 — 2013
Master of Business Administration (MBA), Accounting
Indiana University Bloomington 1998 — 2001
Bachelor of Applied Science (B.A.Sc.), Public Affairs
Scott Sipes's Lincoln Financial Distributors Experience 2007 - 2008
Job Retirement Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Galt Investments 2009 - 2011
The Just Company 2008 - 2009
Lincoln Financial Distributors 2007 - 2008
AXA Distributors March 2006 - November 2007
GE Financial 2000 - 2006
Skills
Alternative Investments, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Securities
Education
Indiana University Bloomington
BS
Merrill Lynch 2011 - Present
Galt Investments 2009 - 2011
The Just Company 2008 - 2009
Lincoln Financial Distributors 2007 - 2008
AXA Distributors March 2006 - November 2007
GE Financial 2000 - 2006
Skills
Alternative Investments, Investments, Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Securities
Education
Indiana University Bloomington
BS
Joel Rickner's Lincoln Financial Distributors Experience March 2007 - August 2009
Job Regional life specialist at AIG
Industry Financial Services
Experience
AIG October 2013 - Present
AIG August 2013 - Present
Lincoln Financial Distributors March 2007 - August 2009
Skills
Life Insurance, Series 63, Separately Managed..., Series 6, Fixed Annuities, Retirement Planning, Wealth Management, Financial Services, Strategic Financial..., Series 65, Variable Annuities, Life insurance and..., Insurance, Sales, Estate Planning, Series 7
Education
Indiana University Bloomington 1996 — 2001
Bachelor of Science (BS), Environmental business
AIG October 2013 - Present
AIG August 2013 - Present
Lincoln Financial Distributors March 2007 - August 2009
Skills
Life Insurance, Series 63, Separately Managed..., Series 6, Fixed Annuities, Retirement Planning, Wealth Management, Financial Services, Strategic Financial..., Series 65, Variable Annuities, Life insurance and..., Insurance, Sales, Estate Planning, Series 7
Education
Indiana University Bloomington 1996 — 2001
Bachelor of Science (BS), Environmental business
Valerie Staublin's Lincoln Financial Distributors Experience January 2007 - Present
Job Sales VP at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors January 2007 - Present
Education
Indiana University Bloomington 1982 — 1986
Bachelor of Science (BS), Finance, General
Lincoln Financial Distributors January 2007 - Present
Education
Indiana University Bloomington 1982 — 1986
Bachelor of Science (BS), Finance, General
Casey Donohue's Lincoln Financial Distributors Experience August 2010 - May 2013
Job Investment Banking Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
The Humanity and Hope United Foundation June 2010 - May 2015
Lincoln Financial Distributors August 2010 - May 2013
Lincoln Financial Distributors August 2009 - May 2010
Skills
Series 63, Series 6, Series 7, Mutual Funds, Strategic Financial..., FINRA, Investments, Fixed Annuities, Retirement, Insurance, Financial Modeling, Financial Analysis, Financial Services, Financial Advisory, Portfolio Management
Education
Duke Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Michigan State University 2004 — 2008
BA, Finance
Piper Jaffray June 2015 - Present
The Humanity and Hope United Foundation June 2010 - May 2015
Lincoln Financial Distributors August 2010 - May 2013
Lincoln Financial Distributors August 2009 - May 2010
Skills
Series 63, Series 6, Series 7, Mutual Funds, Strategic Financial..., FINRA, Investments, Fixed Annuities, Retirement, Insurance, Financial Modeling, Financial Analysis, Financial Services, Financial Advisory, Portfolio Management
Education
Duke Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Michigan State University 2004 — 2008
BA, Finance
Taryn Reppert's Lincoln Financial Distributors Experience June 2014 - Present
Job Strategic Planning Analyst at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors June 2014 - Present
Lincoln Financial Distributors November 2012 - June 2014
Lincoln Financial Distributors October 2011 - November 2012
EMR Fitness featuring Pat Etcheberry March 2011 - April 2012
EMR Fitness featuring Pat Etcheberry January 2006 - March 2011
Skills
Public Speaking, Event Planning, Fundraising, Coaching, Marketing, Sports, Customer Service, Management, Social Networking
Education
Elizabethtown College 2002 — 2006
BS, Management and Marketing, minor in Spanish
Lincoln Financial Distributors June 2014 - Present
Lincoln Financial Distributors November 2012 - June 2014
Lincoln Financial Distributors October 2011 - November 2012
EMR Fitness featuring Pat Etcheberry March 2011 - April 2012
EMR Fitness featuring Pat Etcheberry January 2006 - March 2011
Skills
Public Speaking, Event Planning, Fundraising, Coaching, Marketing, Sports, Customer Service, Management, Social Networking
Education
Elizabethtown College 2002 — 2006
BS, Management and Marketing, minor in Spanish
Bill Mechling, MBA CRPC®'s Lincoln Financial Distributors Experience November 2006 - February 2009
Job Senior Vice President at Access Distribution Partners
Industry Financial Services
Experience
Access Distribution Partners January 2013 - Present
REIT Wholesaler 2009 - 2012
Lincoln Financial Distributors November 2006 - February 2009
American Express/RiverSource 2003 - 2007
INVESCO January 1993 - July 2003
Pitney Bowes 1991 - 1993
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Asset Allocation, Investments, Series 6, Securities, Asset Managment, Series 24, Investment Advisory, Series 65, Alternative Investments, Portfolio Management, Fixed Annuities, Financial Services, Uniform Combined State..., Asset Management, Retirement, Wealth Management, Investment Strategies, Variable Annuities, Financial Advisory, Retirement Planning, Defined Benefit, Strategic Financial..., Relationship Management
Education
University of Colorado at Denver 1996 — 1998
Master of Business Administration (MBA), Finance
Fort Lewis College 1984 — 1988
BA, Business Administration
Access Distribution Partners January 2013 - Present
REIT Wholesaler 2009 - 2012
Lincoln Financial Distributors November 2006 - February 2009
American Express/RiverSource 2003 - 2007
INVESCO January 1993 - July 2003
Pitney Bowes 1991 - 1993
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Asset Allocation, Investments, Series 6, Securities, Asset Managment, Series 24, Investment Advisory, Series 65, Alternative Investments, Portfolio Management, Fixed Annuities, Financial Services, Uniform Combined State..., Asset Management, Retirement, Wealth Management, Investment Strategies, Variable Annuities, Financial Advisory, Retirement Planning, Defined Benefit, Strategic Financial..., Relationship Management
Education
University of Colorado at Denver 1996 — 1998
Master of Business Administration (MBA), Finance
Fort Lewis College 1984 — 1988
BA, Business Administration
Darcy Kleman's Lincoln Financial Distributors Experience 2000 - 2006
Job Relationship Manager at Vantis Life Insurance Company
Industry Insurance
Experience
Vantis Life Insurance Company January 2010 - Present
Allstate Financial November 2006 - February 2009
Allstate Insurance 2007 - 2009
Lincoln Financial Distributors 2000 - 2006
Lincoln Financial Distributors 2002 - 2004
Lincoln Financial Distributors 2000 - 2002
First Penn-Pacific 1996 - 2000
Education
George Mason University
Business Administration
Vantis Life Insurance Company January 2010 - Present
Allstate Financial November 2006 - February 2009
Allstate Insurance 2007 - 2009
Lincoln Financial Distributors 2000 - 2006
Lincoln Financial Distributors 2002 - 2004
Lincoln Financial Distributors 2000 - 2002
First Penn-Pacific 1996 - 2000
Education
George Mason University
Business Administration
Tom M. Thomas, MBA's Lincoln Financial Distributors Experience December 2007 - September 2012
Job Financial Services Sales Consultant
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo December 2014 - July 2015
Santander Bank, N.A. December 2013 - May 2014
Wells Fargo September 2012 - November 2013
Lincoln Financial Distributors December 2007 - September 2012
Vanguard 2001 - 2007
United Way of Southeastern Pennsylvania 2005 - 2005
Skills
Series 7, Series 6, Variable Annuities, Series 63, Mutual Funds, FINRA, Fixed Annuities, Retirement, 401k, Financial Services, Sales, Investments, Banking, Insurance, IRAs, Sales Presentations, Defined Contribution, Customer Relations, Mentoring, Relationship Management, Defined Benefit, Life Insurance, Pensions, Health Insurance, 401k Rollovers, Qualified Retirement..., Personal Finance, Microsoft Excel, Life, High Net Worth..., Savings, Wholesale, Loans, Testing
Education
Eastern University 2005 — 2007
MBA, Business Administration and Management, General
Henderson High School 1990 — 1992
Springfield High School
Wells Fargo July 2015 - Present
Wells Fargo December 2014 - July 2015
Santander Bank, N.A. December 2013 - May 2014
Wells Fargo September 2012 - November 2013
Lincoln Financial Distributors December 2007 - September 2012
Vanguard 2001 - 2007
United Way of Southeastern Pennsylvania 2005 - 2005
Skills
Series 7, Series 6, Variable Annuities, Series 63, Mutual Funds, FINRA, Fixed Annuities, Retirement, 401k, Financial Services, Sales, Investments, Banking, Insurance, IRAs, Sales Presentations, Defined Contribution, Customer Relations, Mentoring, Relationship Management, Defined Benefit, Life Insurance, Pensions, Health Insurance, 401k Rollovers, Qualified Retirement..., Personal Finance, Microsoft Excel, Life, High Net Worth..., Savings, Wholesale, Loans, Testing
Education
Eastern University 2005 — 2007
MBA, Business Administration and Management, General
Henderson High School 1990 — 1992
Springfield High School
Liz (Ostrowski) LoGrande's Lincoln Financial Distributors Experience March 2007 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
Lincoln Financial Advisors Corp. July 2010 - Present
Response Legal Staffing April 2010 - May 2010
Lincoln Financial Distributors March 2007 - June 2009
MetLife September 1995 - March 2007
Tower Square Securities Inc. September 1995 - July 2005
Phoenix Equity Planning Corporation November 1991 - September 1995
Education
University of Connecticut 1987 — 1991
BA, Economics, Sociology
Jagiellonian University 1990 — 1990
Lincoln Financial Advisors Corp. July 2010 - Present
Response Legal Staffing April 2010 - May 2010
Lincoln Financial Distributors March 2007 - June 2009
MetLife September 1995 - March 2007
Tower Square Securities Inc. September 1995 - July 2005
Phoenix Equity Planning Corporation November 1991 - September 1995
Education
University of Connecticut 1987 — 1991
BA, Economics, Sociology
Jagiellonian University 1990 — 1990
Robert Rummel's Lincoln Financial Distributors Experience March 2002 - June 2009
Job Kroeber Sales Consulting
Industry Investment Management
Experience
Kroeber Sales Consulting January 2012 - Present
Genworth Financial August 2010 - May 2011
Lincoln Financial Distributors March 2002 - June 2009
Lincoln Financial Distributors March 2002 - June 2009
Meridian Telesis January 2000 - January 2002
AllianceBernstein January 1998 - January 2000
Alliance Capital Mutual Funds January 1996 - April 1998
Skills
Series 7, Mutual Funds, Start-ups, Financial Services, Investments, New Business Development, Asset Management, Business Development, Sales Operations, CRM
Education
Drexel University - LeBow College of Business 1987 — 1992
BS, Business
Drexel University's LeBow College of Business
Bachelor of Science, Business Administration - Finance
Kroeber Sales Consulting January 2012 - Present
Genworth Financial August 2010 - May 2011
Lincoln Financial Distributors March 2002 - June 2009
Lincoln Financial Distributors March 2002 - June 2009
Meridian Telesis January 2000 - January 2002
AllianceBernstein January 1998 - January 2000
Alliance Capital Mutual Funds January 1996 - April 1998
Skills
Series 7, Mutual Funds, Start-ups, Financial Services, Investments, New Business Development, Asset Management, Business Development, Sales Operations, CRM
Education
Drexel University - LeBow College of Business 1987 — 1992
BS, Business
Drexel University's LeBow College of Business
Bachelor of Science, Business Administration - Finance
Marie Scuderi's Lincoln Financial Distributors Experience January 2012 - Present
Job Executive Assistant at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors January 2012 - Present
Lincoln Financial Group 2007 - 2011
CIGNA CORPORATION 2005 - 2007
ACE-INA 2004 - 2005
CIGNA CORPORATION 1999 - 2004
CIGNA 1986 - 1999
Skills
Administrative..., Access, Management, Outlook, Marketing, Corporate Etiquette, Project Management, Organization, Customer Service
Education
Drexel University 2001 — 2007
BA, Communications
Lincoln Financial Distributors January 2012 - Present
Lincoln Financial Group 2007 - 2011
CIGNA CORPORATION 2005 - 2007
ACE-INA 2004 - 2005
CIGNA CORPORATION 1999 - 2004
CIGNA 1986 - 1999
Skills
Administrative..., Access, Management, Outlook, Marketing, Corporate Etiquette, Project Management, Organization, Customer Service
Education
Drexel University 2001 — 2007
BA, Communications
Keith George, CLU's Lincoln Financial Distributors Experience June 1999 - June 2005
Job Wealth Management Consultant at Saybrus
Industry Financial Services
Experience
Saybrus Partners May 2010 - Present
Marketing Financial Services August 2009 - June 2011
American Funds June 2005 - July 2009
Lincoln Financial Distributors June 1999 - June 2005
Skills
Series 6, Series 63, Series 65, Series 24, CLU, Estate Planning, Financial Advisory, Retirement, Retirement Planning, Wealth Management
Education
Indiana University Bloomington 1988 — 1992
B.S., Accounting
Saybrus Partners May 2010 - Present
Marketing Financial Services August 2009 - June 2011
American Funds June 2005 - July 2009
Lincoln Financial Distributors June 1999 - June 2005
Skills
Series 6, Series 63, Series 65, Series 24, CLU, Estate Planning, Financial Advisory, Retirement, Retirement Planning, Wealth Management
Education
Indiana University Bloomington 1988 — 1992
B.S., Accounting
Jennie Hunsberger's Lincoln Financial Distributors Experience March 2007 - June 2009
Job Vice President Defined Contribution Investment Only at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
ADP January 2011 - September 2013
ING November 2009 - April 2011
Lincoln Financial Distributors March 2007 - June 2009
Ryan Beck & Co. March 2003 - March 2007
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Strategic Financial..., Investment Strategies, Business Planning, Financial Advisory, Insurance, New Business Development, Fixed Income, Sales Management, Sales, CRM, Strategic Planning, 401k, Marketing, Management, Employee Benefits, Series 63, Defined Benefit, Benchmarking, Deferred Compensation
Education
Gettysburg College
Economics, Economics and International Relations
Fidelity Investments October 2013 - Present
ADP January 2011 - September 2013
ING November 2009 - April 2011
Lincoln Financial Distributors March 2007 - June 2009
Ryan Beck & Co. March 2003 - March 2007
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Strategic Financial..., Investment Strategies, Business Planning, Financial Advisory, Insurance, New Business Development, Fixed Income, Sales Management, Sales, CRM, Strategic Planning, 401k, Marketing, Management, Employee Benefits, Series 63, Defined Benefit, Benchmarking, Deferred Compensation
Education
Gettysburg College
Economics, Economics and International Relations
Rich Zajkowski's Lincoln Financial Distributors Experience June 2004 - Present
Job Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors June 2004 - Present
American Skandia/Prudential 1996 - 2004
Skills
Series 63, Fixed Annuities, Series 6, Series 7, Mutual Funds, Retirement, Insurance
Education
Fairfield University 1991 — 1995
Bachelor arts, Economics
Cheshire high school 1987 — 1991
Lincoln Financial Distributors June 2004 - Present
American Skandia/Prudential 1996 - 2004
Skills
Series 63, Fixed Annuities, Series 6, Series 7, Mutual Funds, Retirement, Insurance
Education
Fairfield University 1991 — 1995
Bachelor arts, Economics
Cheshire high school 1987 — 1991
Jodi Johnson (Dodson)'s Lincoln Financial Distributors Experience November 2007 - March 2014
Job Marketing and Strategic Planning
Industry Financial Services
Experience
Self-employed April 2014 - Present
Lincoln Financial Distributors November 2007 - March 2014
Lincoln Financial Distributors July 2006 - November 2007
Jefferson Pilot Financial January 2005 - July 2006
Jefferson Pilot Financial April 2002 - 2006
UNC Greensboro 1999 - 2001
Skills
Marketing, Marketing Strategy, Insurance, Fixed Annuities, Management, Relationship Management, Financial Services, Series 6, Sales, Retirement, Competitive Analysis, B2B, FINRA, Leadership, Marketing Communications, Product Marketing, CRM, Analysis, Strategic Planning, Series 26, Bilingual, Grant Writing
Education
UNCG 1999 — 2001
Master's degree, Public Affairs
Guilford College 1992 — 1996
Bachelor of Science (B.S.), Anthropology/Sociology; Economics minor, Graduated with Honors
Self-employed April 2014 - Present
Lincoln Financial Distributors November 2007 - March 2014
Lincoln Financial Distributors July 2006 - November 2007
Jefferson Pilot Financial January 2005 - July 2006
Jefferson Pilot Financial April 2002 - 2006
UNC Greensboro 1999 - 2001
Skills
Marketing, Marketing Strategy, Insurance, Fixed Annuities, Management, Relationship Management, Financial Services, Series 6, Sales, Retirement, Competitive Analysis, B2B, FINRA, Leadership, Marketing Communications, Product Marketing, CRM, Analysis, Strategic Planning, Series 26, Bilingual, Grant Writing
Education
UNCG 1999 — 2001
Master's degree, Public Affairs
Guilford College 1992 — 1996
Bachelor of Science (B.S.), Anthropology/Sociology; Economics minor, Graduated with Honors
Lisa Kim's Lincoln Financial Distributors Experience April 2007 - September 2007
Job Digital Media Supervisor at MediaCom
Industry Marketing and Advertising
Experience
MediaCom June 2015 - Present
OMD USA September 2014 - May 2015
Universal McCann August 2012 - September 2014
Mediaedge:cia June 2010 - August 2012
Calvin Klein Jeans June 2009 - September 2009
Egami Consulting Group June 2009 - September 2009
McNeil Consumer Healthcare April 2008 - September 2008
Lincoln Financial Distributors April 2007 - September 2007
Education
Drexel University - LeBow College of Business 2005 — 2010
Marketing, Communications
MediaCom June 2015 - Present
OMD USA September 2014 - May 2015
Universal McCann August 2012 - September 2014
Mediaedge:cia June 2010 - August 2012
Calvin Klein Jeans June 2009 - September 2009
Egami Consulting Group June 2009 - September 2009
McNeil Consumer Healthcare April 2008 - September 2008
Lincoln Financial Distributors April 2007 - September 2007
Education
Drexel University - LeBow College of Business 2005 — 2010
Marketing, Communications
Robert Snell, CLU, ChFC, MSFS's Lincoln Financial Distributors Experience May 2008 - March 2013
Job Edward Jones Investments
Industry Financial Services
Experience
Edward Jones October 2011 - Present
Lincoln Financial Distributors May 2008 - March 2013
Pacific Life January 1996 - May 2008
PaineWebber August 1981 - January 1996
Education
The American College 1998 — 2001
MSFS, Financial Services
Hartwick College
Edward Jones October 2011 - Present
Lincoln Financial Distributors May 2008 - March 2013
Pacific Life January 1996 - May 2008
PaineWebber August 1981 - January 1996
Education
The American College 1998 — 2001
MSFS, Financial Services
Hartwick College
Albert Schardien's Lincoln Financial Distributors Experience 2008 - 2010
Job Relationship Manager, Taft Hartley at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial August 2010 - Present
Lincoln Financial Distributors 2008 - 2010
Vanguard 1999 - 2008
Education
St. Joseph's University 2001 — 2003
Master of Business Administration (MBA), Marketing
King's College 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Prudential Financial August 2010 - Present
Lincoln Financial Distributors 2008 - 2010
Vanguard 1999 - 2008
Education
St. Joseph's University 2001 — 2003
Master of Business Administration (MBA), Marketing
King's College 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Michael Caterbone's Lincoln Financial Distributors Experience August 2007 - April 2010
Job Vice President at Forethought Investments
Industry Financial Services
Experience
Forethought Financial Group, Inc. January 2014 - Present
Fidelity Investments December 2012 - December 2013
Global Benefits Group April 2010 - December 2012
Lincoln Financial Distributors August 2007 - April 2010
AIM/Invesco January 1997 - August 2007
SunAmerica Financial Group June 1996 - December 1997
Case Management February 1994 - March 1995
Mackenzie Ivy Funds January 1993 - January 1994
Miami Dolphins/Ottawa Rough Riders September 1984 - August 1988
Skills
Disability Insurance, Insurance, Sales, Marketing Strategy, Mutual Funds, Liability, Asset Management, Fixed Annuities, Employee Benefits, CRM, ETFs, New Business Development, Portfolio Management, Relationship Management, Risk Management, Strategic Planning, Health Insurance, Account Management, Series 63, Customer Service, Product Development, Strategy, Selling, Coaching, Sales Management, Claim, Marketing, Business Development, Underwriting, Sales Operations, Reinsurance, Leadership, Business Strategy, Team Building, Management, Series 6, Series 7, Financial Services, 401k, Health Savings Accounts, Retirement Planning, Investments, Retirement, Alternative Investments, Wealth Management, Property & Casualty..., Business Planning, Negotiation, Life Insurance, Brokers
Education
Franklin & Marshall College 1980 — 1985
BA in Business Administration
Forethought Financial Group, Inc. January 2014 - Present
Fidelity Investments December 2012 - December 2013
Global Benefits Group April 2010 - December 2012
Lincoln Financial Distributors August 2007 - April 2010
AIM/Invesco January 1997 - August 2007
SunAmerica Financial Group June 1996 - December 1997
Case Management February 1994 - March 1995
Mackenzie Ivy Funds January 1993 - January 1994
Miami Dolphins/Ottawa Rough Riders September 1984 - August 1988
Skills
Disability Insurance, Insurance, Sales, Marketing Strategy, Mutual Funds, Liability, Asset Management, Fixed Annuities, Employee Benefits, CRM, ETFs, New Business Development, Portfolio Management, Relationship Management, Risk Management, Strategic Planning, Health Insurance, Account Management, Series 63, Customer Service, Product Development, Strategy, Selling, Coaching, Sales Management, Claim, Marketing, Business Development, Underwriting, Sales Operations, Reinsurance, Leadership, Business Strategy, Team Building, Management, Series 6, Series 7, Financial Services, 401k, Health Savings Accounts, Retirement Planning, Investments, Retirement, Alternative Investments, Wealth Management, Property & Casualty..., Business Planning, Negotiation, Life Insurance, Brokers
Education
Franklin & Marshall College 1980 — 1985
BA in Business Administration
Michael D. Senkier, CLTC's Lincoln Financial Distributors Experience August 2006 - May 2013
Job Regional Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Estate Planning
Industry Financial Services
Experience
Ash Brokerage May 2013 - Present
Senkier Financial Group, LLC May 2013 - Present
Lincoln Financial Distributors August 2006 - May 2013
Roster Financial February 2005 - July 2006
LEAF Financial Corporation July 2004 - February 2005
IFMG Securities February 2004 - July 2004
Guardian Investor Services, LLC June 2002 - November 2003
USAllianz Investor Services, LLC July 2000 - January 2002
MainStay Funds January 1993 - June 2000
Skills
Retirement Planning, Mutual Funds, 401k, Life Insurance, Wealth Management, Financial Advisory, Strategic Financial..., Disability Insurance, Pensions, Relationship Management, Estate Planning, Asset Allocation, IRAs, Annuity Sales, Long Term Care Insurance, Insurance, Variable Annuities, Financial Services, Long-term Care, Fixed Annuities, Indexed Annuities, Series 63, Financial Planning
Education
King's College
Bachelor of Science (B.S.), Business Administration and Management, General
Ash Brokerage May 2013 - Present
Senkier Financial Group, LLC May 2013 - Present
Lincoln Financial Distributors August 2006 - May 2013
Roster Financial February 2005 - July 2006
LEAF Financial Corporation July 2004 - February 2005
IFMG Securities February 2004 - July 2004
Guardian Investor Services, LLC June 2002 - November 2003
USAllianz Investor Services, LLC July 2000 - January 2002
MainStay Funds January 1993 - June 2000
Skills
Retirement Planning, Mutual Funds, 401k, Life Insurance, Wealth Management, Financial Advisory, Strategic Financial..., Disability Insurance, Pensions, Relationship Management, Estate Planning, Asset Allocation, IRAs, Annuity Sales, Long Term Care Insurance, Insurance, Variable Annuities, Financial Services, Long-term Care, Fixed Annuities, Indexed Annuities, Series 63, Financial Planning
Education
King's College
Bachelor of Science (B.S.), Business Administration and Management, General
Ray Gault, Jr. CLU®'s Lincoln Financial Distributors Experience July 2012 - November 2013
Job Sales Vice President at Capitas Financial
Industry Financial Services
Experience
Capitas Financial 2015 - Present
Prudential Financial January 2014 - December 2014
Lincoln Financial Distributors July 2012 - November 2013
Lincoln Financial Distributors January 2011 - July 2012
Morgan Stanley Smith Barney May 2010 - December 2010
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Life Insurance, Long Term Care Insurance, Estate Planning, Investments, Business Continuity..., Financial Planners, Wealth, Financial Planning, Series 63, Financial Advisory, Long-term Care, Sales
Education
Jacksonville University 2006 — 2010
Bachelors of Business Administration, Finance, Marketing
Manatee High School 2002 — 2006
Capitas Financial 2015 - Present
Prudential Financial January 2014 - December 2014
Lincoln Financial Distributors July 2012 - November 2013
Lincoln Financial Distributors January 2011 - July 2012
Morgan Stanley Smith Barney May 2010 - December 2010
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Life Insurance, Long Term Care Insurance, Estate Planning, Investments, Business Continuity..., Financial Planners, Wealth, Financial Planning, Series 63, Financial Advisory, Long-term Care, Sales
Education
Jacksonville University 2006 — 2010
Bachelors of Business Administration, Finance, Marketing
Manatee High School 2002 — 2006
Joseph Mowad's Lincoln Financial Distributors Experience 2006 - 2009
Job Regional Sales VP, Prudential Insurance Company of America
Industry Insurance
Experience
Prudential Insurance Company of America April 2015 - Present
BKA Private Wealth Consultants October 2009 - March 2015
Lincoln Financial Distributors 2006 - 2009
Skills
Life Insurance, Permanent Life Insurance, Estate Planning, Irrevocable Life..., Licensed Life & Health..., Long Term Care Insurance, Life & Health Insurance..., Series 6, Series 63, Notary Public
Education
Franklin University 1993 — 1997
B.S., Accounting
Prudential Insurance Company of America April 2015 - Present
BKA Private Wealth Consultants October 2009 - March 2015
Lincoln Financial Distributors 2006 - 2009
Skills
Life Insurance, Permanent Life Insurance, Estate Planning, Irrevocable Life..., Licensed Life & Health..., Long Term Care Insurance, Life & Health Insurance..., Series 6, Series 63, Notary Public
Education
Franklin University 1993 — 1997
B.S., Accounting
Michele Lord's Lincoln Financial Distributors Experience September 2010 - July 2012
Job Marketing Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Group 2012 - Present
Lincoln Financial Distributors September 2010 - July 2012
Lincoln Financial Distributors August 2006 - September 2010
Tuthill Corporation December 2003 - August 2006
Lincoln Financial Group April 2001 - December 2003
Lincoln Financial Group July 1996 - April 2001
Skills
Marketing Strategy, Financial Services, Investments, Marketing, Mutual Funds, Fixed Annuities
Education
Indiana University-Purdue University Fort Wayne (IPFW) 2002 — 2005
Master of Business Administration (MBA)
Indiana University-Purdue University Fort Wayne (IPFW) 1991 — 1996
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Lincoln Financial Group 2012 - Present
Lincoln Financial Distributors September 2010 - July 2012
Lincoln Financial Distributors August 2006 - September 2010
Tuthill Corporation December 2003 - August 2006
Lincoln Financial Group April 2001 - December 2003
Lincoln Financial Group July 1996 - April 2001
Skills
Marketing Strategy, Financial Services, Investments, Marketing, Mutual Funds, Fixed Annuities
Education
Indiana University-Purdue University Fort Wayne (IPFW) 2002 — 2005
Master of Business Administration (MBA)
Indiana University-Purdue University Fort Wayne (IPFW) 1991 — 1996
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Jim Coggins, MBA's Lincoln Financial Distributors Experience May 2008 - June 2013
Job Lean Six Sigma Black Belt, Continuous Improvement at XStream Leadership Group
Industry Management Consulting
Experience
X-Stream Leadership Group January 2013 - Present
Lincoln Financial Distributors May 2008 - June 2013
Lincoln Financial Distributors January 2012 - April 2012
Sole Proprietorship-Real Estate/Property Management May 2006 - August 2008
Coventry First August 2002 - May 2006
Lincoln Financial Distributors October 1996 - August 2002
Delaware Investments, a member of the Macquarie Group May 1994 - October 1996
Heritage Moving Systems July 1988 - May 1994
Skills
Six Sigma Black Belt, Six Sigma, Fixed Annuities, Series 63, Process Improvement, Separately Managed..., Business Analysis, Mutual Funds, Leadership, Series 7, Strategic Planning, Risk Management, Team Building, Project Management, Analysis, Team Leadership, Change Management, Business Strategy, Negotiation, Financial Services, Management, Insurance, Sales, CRM, Financial Analysis, Relationship Management, Strategy, Business Process..., Investments, Financial Modeling, Account Management
Education
LaSalle University 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Saint Joseph's University 1988 — 1993
Bachelor of Science (B.S.), Finance
Drexel University
Lean Six Sigma Black Belt, Lean Six Sigma Green Belt
X-Stream Leadership Group January 2013 - Present
Lincoln Financial Distributors May 2008 - June 2013
Lincoln Financial Distributors January 2012 - April 2012
Sole Proprietorship-Real Estate/Property Management May 2006 - August 2008
Coventry First August 2002 - May 2006
Lincoln Financial Distributors October 1996 - August 2002
Delaware Investments, a member of the Macquarie Group May 1994 - October 1996
Heritage Moving Systems July 1988 - May 1994
Skills
Six Sigma Black Belt, Six Sigma, Fixed Annuities, Series 63, Process Improvement, Separately Managed..., Business Analysis, Mutual Funds, Leadership, Series 7, Strategic Planning, Risk Management, Team Building, Project Management, Analysis, Team Leadership, Change Management, Business Strategy, Negotiation, Financial Services, Management, Insurance, Sales, CRM, Financial Analysis, Relationship Management, Strategy, Business Process..., Investments, Financial Modeling, Account Management
Education
LaSalle University 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Saint Joseph's University 1988 — 1993
Bachelor of Science (B.S.), Finance
Drexel University
Lean Six Sigma Black Belt, Lean Six Sigma Green Belt
Oleksiy Merkulov's Lincoln Financial Distributors Experience September 2011 - March 2012
Job Junior Research Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP February 2013 - Present
Lincoln Financial Distributors September 2011 - March 2012
Skills
Bloomberg Terminal, Microsoft Office, Bankruptcy, Peachtree, Salesforce.com, Ukrainian, Russian, Data Analysis, Legal Research, Data Research
Education
Drexel University - College of Business and Administration 2010 — 2012
Bachelor of Science (B.S.), Business Administration
Manor Junior College 2008 — 2010
Associate of Science (A.S.), Accounting
Bloomberg LP February 2013 - Present
Lincoln Financial Distributors September 2011 - March 2012
Skills
Bloomberg Terminal, Microsoft Office, Bankruptcy, Peachtree, Salesforce.com, Ukrainian, Russian, Data Analysis, Legal Research, Data Research
Education
Drexel University - College of Business and Administration 2010 — 2012
Bachelor of Science (B.S.), Business Administration
Manor Junior College 2008 — 2010
Associate of Science (A.S.), Accounting
Maurice Goodman's Lincoln Financial Distributors Experience March 1996 - August 2004
Job Vice President of Business Development at Chariot Companies
Industry Real Estate
Experience
Chariot Companies September 2014 - Present
E2M1 Enterprises September 2004 - September 2014
City of Philadelphia, Office of David Oh, Councilman-at-Large January 2014 - February 2014
City of Philadelphia, County Board of Elections June 2013 - December 2013
LIMRA International August 2007 - December 2009
Lincoln Financial Distributors March 1996 - August 2004
Rittenhouse Financial Services August 1995 - February 1996
Prudential Financial April 1987 - April 1995
Skills
Business Development, Management, Strategy, Marketing, Public Speaking, Program Management, Strategic Planning, Fundraising, Leadership, Public Relations
Education
Hampton University 1982 — 1983
Political Science and Government
Chariot Companies September 2014 - Present
E2M1 Enterprises September 2004 - September 2014
City of Philadelphia, Office of David Oh, Councilman-at-Large January 2014 - February 2014
City of Philadelphia, County Board of Elections June 2013 - December 2013
LIMRA International August 2007 - December 2009
Lincoln Financial Distributors March 1996 - August 2004
Rittenhouse Financial Services August 1995 - February 1996
Prudential Financial April 1987 - April 1995
Skills
Business Development, Management, Strategy, Marketing, Public Speaking, Program Management, Strategic Planning, Fundraising, Leadership, Public Relations
Education
Hampton University 1982 — 1983
Political Science and Government