Lincoln Financial Distributors

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Lincoln Financial Distributors Employees

Employee
Years
Job
Industry
Bob Pisani Bob Pisani Lancaster, Pennsylvania Area Details
Bob Pisani's Lincoln Financial Distributors Experience 2008 - 2011
Job Agency Manager at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance  2013 - Present
Solomon Exam Prep   2011 - Present
Lincoln Financial Distributors   2008 - 2011
ING  2006 - 2008
Akcelerant  2005 - 2006
Vanguard  2000 - 2005

Education
Neumann College
Bachelor's degree

Stephen Moritz Stephen Moritz Greater Philadelphia Area Details
Stephen Moritz's Lincoln Financial Distributors Experience January 2014 - Present
Job Internal Account Manager. Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors   January 2014 - Present
Lincoln Financial Distributors   August 2012 - December 2013
Lincoln Financial Group  August 2011 - August 2012

Skills
Sales, Sales Management, Relationship Management, Data Analysis, Business Process..., Variable Annuities, Insurance, Financial Services, Account Management, Retirement, Management, Market Research, Series 6, Mutual Funds, Finance

Education
Penn State University   2007 — 2011
Accounting

The Pennsylvania State University, The Smeal College of Business   2007 — 2011
Accounting

Benjamin DiMaio Benjamin DiMaio Island Park, New York Details
Benjamin DiMaio's Lincoln Financial Distributors Experience January 2010 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   January 2010 - Present
Merrill Lynch  October 2002 - December 2009
The Guardian Life Insurance Company of America  October 2000 - October 2002

Skills
Series 24, Series 7, Series 63, Series 65, CRPC, Life Insurance, Health Insurance, Presentations, 401k, Alternative Investments, Asset Allocation, Asset Management, ETFs, Estate Planning, Fixed Annuities, Mutual Funds, Variable Annuities, FINRA, Wealth Management

Education
Long Island University, C.W. Post Campus   1994 — 1999
B.S., Business Marketing

Joseph McKeever Joseph McKeever Greater Philadelphia Area Details
Joseph McKeever's Lincoln Financial Distributors Experience May 2008 - June 2009
Job Business Sales Representative at Comcast
Industry Telecommunications
Experience
Comcast  January 2010 - Present
Lincoln Financial Distributors   May 2008 - June 2009
Delaware Investments  March 2007 - May 2008
Hope Partnership for Education  August 2006 - March 2007
Archdiocese of Philadelphia  September 2001 - August 2006

Skills
Sales, Mutual Funds, Salesforce.com, Team Building, Coaching, Microsoft Office, PowerPoint, Microsoft Excel, Building Relationships, New Business Development, Leadership, Financial Services, Retirement, Cold Calling, Relationship Management, Call Center, Direct Sales, Life Insurance, Social Media, Outlook, 401k, Investments, Call Centers, Account Management, CRM, Customer Satisfaction, Sales Management, Telecommunications, Customer Service

Education
Marietta College   1996 — 2000
Bachelor of Arts, Education

Marietta College   1996 — 2000
Bachelor's degree, Elementary Education and Teaching

Kevin Lake Kevin Lake Wayne, Pennsylvania Details
Kevin Lake's Lincoln Financial Distributors Experience April 2014 - Present
Job Senior Internal Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   April 2014 - Present
Lincoln Financial Distributors   September 2013 - April 2014
Balfour Beatty Capital   December 2008 - September 2013

Education
Penn State University   2004 — 2008
B.S., Accounting

St. Joseph's Preparatory School   2000 — 2004

Stephen J Avery, ChFC, CFS Stephen J Avery, ChFC, CFS Greater Pittsburgh Area Details
Stephen J Avery, ChFC, CFS's Lincoln Financial Distributors Experience September 2007 - October 2009
Job Divisional Vice President AIG Financial Distributors
Industry Financial Services
Experience
AIG  January 2013 - Present
Nationwide Financial Services  October 2009 - January 2013
Lincoln Financial Distributors   September 2007 - October 2009
Hartford/Planco  April 2004 - October 2007
Smith Barney  December 1999 - April 2004
Pittsburgh Steelers, Houston Oilers, Green Bay Packers   1989 - 1997

Skills
Sales Management, Marketing Strategy, Retirement Planning, Musician, Motivational Speaking, Sales, Sales Operations, Retirement, Series 63, Leadership, Team Building, 401k, Financial Services, Insurance, Life Insurance, Marketing, Mutual Funds, Recruiting, Business Development, Series 7, Fixed Annuities, Asset Allocation, Variable Annuities, Strategic Planning

Education
Institute Of Business And Finance   2014 — 2015
Certified Fund Specialist, Financial Planning, Asset Allocation and Diversification

The American College
Chartered Financial Consultant, Financial Planning and Services

Northern Michigan University   1984 — 1989
Bachelor Of Science, Business Management

Brynn Murphy, CFS Brynn Murphy, CFS Houston, Texas Area Details
Brynn Murphy, CFS's Lincoln Financial Distributors Experience February 2013 - Present
Job Regional Vice President at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   February 2013 - Present
Lincoln Financial Distributors   March 2012 - February 2013
Lincoln Financial Distributors   June 2011 - February 2012
ASTM International  September 2005 - June 2011
Mid-Atlantic Associates   April 2004 - September 2005

Skills
Series 63, Analysis, Project Management, Strategic Planning, Management

Education
La Salle University - School of Business Administration   2006 — 2012
MBA, International Business and Finance

Lehigh University   2000 — 2004
Earth and Environmental Science

Mitch Boyer Mitch Boyer Greater Seattle Area Details
Mitch Boyer's Lincoln Financial Distributors Experience March 2012 - Present
Job Regional Marketing Director
Industry Financial Services
Experience
Lincoln Financial Distributors   March 2012 - Present
Lincoln Financial Distributors   July 2011 - March 2012
Lincoln Financial Distributors   December 2006 - June 2011
Vanguard  June 2006 - December 2006

Skills
Series 63, Series 6, Series 7, Business Development, Mutual Funds, Marketing, Fixed Annuities, Investments, Series 65, Wealth Management

Education
Penn State University   2002 — 2006
Bachelor of Science (BS), Marketing

Daniel Ingolia Daniel Ingolia Greater Philadelphia Area Details
Daniel Ingolia's Lincoln Financial Distributors Experience February 2008 - March 2010
Job Territory Manager at Mizuno USA
Industry Sporting Goods
Experience
Mizuno USA  January 2015 - Present
Sentinel Technologies  October 2011 - December 2014
North Wales Running Company   March 2010 - November 2011
Lincoln Financial Distributors   February 2008 - March 2010
Vanguard  September 2005 - February 2008

Skills
Sales, CRM, Management, Sales Operations, Cold Calling, Training, Sales Process, Marketing, Data Center, Networking, Direct Sales, Salesforce.com, Selling, Solution Selling, Business Development, Account Management, Customer Service

Education
Penn State University   2000 — 2004
B.S., Secondary Education

Regan Leopold Regan Leopold Greater New Orleans Area Details
Regan Leopold's Lincoln Financial Distributors Experience May 2005 - Present
Job Investment Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   May 2005 - Present
The Hartford  May 1999 - May 2005

Skills
Mutual Funds, Separately Managed..., Fixed Income, Equities, Alternative Investments, Wealth Management, Investments, Series 7, Series 63, Retirement Planning, Fixed Annuities, Financial Planning, Asset Allocation, Insurance, Financial Services, Retirement

Education
Jesuit High School   1989 — 1994

Louisiana State University

University of Mississippi

Morgan Shave Morgan Shave Wayne, Pennsylvania Details
Morgan Shave's Lincoln Financial Distributors Experience September 2015 - Present
Job Internal Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   September 2015 - Present
Lincoln Financial Distributors   January 2015 - Present
The Newlin Foundation   June 2011 - Present
Lincoln Financial Group  March 2013 - January 2015
Chester County Intermediate Unit  September 2009 - March 2013

Skills
Special Education, Social Media, Marketing, Editing, Microsoft Word, Management, Salesforce.com, Leadership, Finance, Financial Planning, Sales Management, Team Building, Sales, Photography, Public Relations

Education
Philadelphia University   2004 — 2008
Bachelor of Science (BS)

Robert Reifsnyder Robert Reifsnyder Philadelphia, Pennsylvania Details
Robert Reifsnyder's Lincoln Financial Distributors Experience May 2013 - Present
Job Ariba Expense Associate at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   May 2013 - Present
Sylvan Learning  March 2013 - Present

Skills
Finance, Financial Services, Financial Planning, Data Entry, New Hire Training, Financial Reporting, Statistics, Customer Service, Microsoft Excel, Mathematics, Microsoft Office, Teamwork, Teaching, Public Speaking, Strategic Planning, Microsoft Word, PowerPoint, Analysis, Project Management, Social Media, Leadership, Project Planning, Financial Analysis, Data Analysis, SAS

Education
Penn State University   2008 — 2012
Bachelor of Science (B.S.), Mathematics

Jason Ray Jason Ray Philadelphia, Pennsylvania Details
Jason Ray's Lincoln Financial Distributors Experience July 2014 - June 2015
Job Sales Associate at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners  June 2015 - Present
Lincoln Financial Distributors   July 2014 - June 2015
Princeton University  February 2014 - June 2014
Lincoln Financial Distributors   June 2013 - August 2013
Varsity Software, Inc.   June 2012 - August 2012
Princeton University  May 2012 - June 2012
Choose New Jersey, Inc.   June 2011 - August 2011

Skills
Public Speaking, Microsoft Office, Research, PowerPoint, Social Media, Teamwork, Event Planning, Marketing, Facebook, Microsoft Excel, Entrepreneurship, Data Analysis, Social Networking, Spanish, Editing, Series 7, Series 63

Education
Princeton University   2010 — 2014
Bachelor's Degree, American Government and Politics

John Hershock John Hershock Orange County, California Area Details
John Hershock's Lincoln Financial Distributors Experience November 2006 - February 2013
Job Regional Vice President at AmericaFirst Securities
Industry Financial Services
Experience
AmericaFirst Capital Management, LLC   August 2015 - Present
Patrick Capital Markets, LLC   March 2013 - August 2015
Piedmont Capital Distributors  March 2013 - August 2015
Lincoln Financial Distributors   November 2006 - February 2013
RiverSource Asset Management  May 2001 - November 2006
Ameriprise Financial Services, Inc.   May 2001 - November 2006
Guardian Life  April 2000 - May 2001
Pacific Life  July 1998 - April 2000
Talbot Financial Services  February 1996 - July 1998
AllianceBernstein  December 1993 - February 1996

Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Series 65, Financial Advisory, Wealth Management, Asset Allocation, Equities, Alternative Investments, Investment Management, Life Insurance, IRAs, Financial Services, Insurance, Customer Service, Investments, Investment Advisory, Term Life Insurance, FINRA, Separately Managed..., Asset Management, Securities, Investment Strategies, Finance, Risk Management, Bonds, Strategic Financial..., Financial Planning

Education
Vanguard University of Southern California   2000 — 2003
BA, organizational management

Penn State University   1981 — 1983
Architectural Engineering

Jason Stupak Jason Stupak Greater Pittsburgh Area Details
Jason Stupak's Lincoln Financial Distributors Experience January 2004 - Present
Job Senior Regional Marketing Director, Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   January 2004 - Present
AIM Investments  October 1996 - December 2003
PLANCO  February 1993 - October 1996

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Services, Insurance, Mutual Funds, Public Speaking, Fixed Annuities, Investments, Retirement, Wealth Management, Retirement Planning, Finance

Education
West Chester University of Pennsylvania   1991 — 1993
Master of Science (M.S.), Exercise Physiology

Penn State University   1987 — 1990
Bachelor of Science (B.S.), Kinesiology and Exercise Science

Micah Fretz Micah Fretz Greater Philadelphia Area Details
Micah Fretz's Lincoln Financial Distributors Experience July 2014 - Present
Job Annuity Internal Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   July 2014 - Present
Lincoln Financial Distributors   January 2014 - July 2014
Accounting Principals  March 2012 - January 2014
Lincoln Technical Institute  January 2010 - March 2012
Planned Property Managment   May 2006 - November 2008
G & M Marketing   March 2004 - December 2004
Shell Vacations Hospitality  March 2003 - January 2004

Skills
Event Planning, Recruiting, Resume Writing, Sales, Applicant Tracking..., Customer Service, Marketing, Talent Acquisition, Cold Calling, Social Media, College Recruiting, Outlook, Account Management, Training, Temporary Placement, Coaching, Team Building, Microsoft Excel, Microsoft Office, Employee Relations, Event Management, Contract Negotiation, Sales Management, Public Speaking, Strategic Planning, Business Development, Temporary Staffing, Interviews, Program Management, Leadership, Internet Recruiting, Staffing Services, Technical Recruiting, Budgets, Salesforce.com, Career Counseling, Management, Organizational..., Social Networking, Employee Benefits, Leadership Development, Social Media Marketing, Public Relations, Interview Preparation, Staff Development, Hiring, New Business Development, B2B, Higher Education

Education
University of Illinois at Chicago
Bachlor of Arts, Communications

Northampton Community College
Journalism

Eric Snell Eric Snell Saratoga Springs, New York Details
Eric Snell's Lincoln Financial Distributors Experience August 2008 - September 2009
Job Edward Jones Financial Advisor
Industry Financial Services
Experience
Edward Jones  February 2013 - Present
Blue Ocean Brokerage LLC.   December 2009 - May 2010
Lincoln Financial Distributors   August 2008 - September 2009
Peace Corps Togo  June 2006 - July 2008

Skills
International..., Disability Insurance, Personal Financial..., Long Term Care Insurance, Investments, Management, Event Planning, Research, Marketing, French, Entrepreneurship, Agriculture, Sales, International Relations, Fundraising, Nonprofits, Life Insurance

Education
Niagara University   2002 — 2006
BA, History, Political Science

American University of Rome   2005 — 2005
International Relations and Affairs

Valley Forge Military Academy & College

William Lloyd William Lloyd Greater Philadelphia Area Details
William Lloyd's Lincoln Financial Distributors Experience September 2013 - Present
Job Internal 401(k) Sales Consultant at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   September 2013 - Present
Lincoln Financial Distributors   February 2013 - September 2013
Prudential Financial  October 2011 - February 2013

Skills
Series 6, Life Insurance, Leadership, Social Media, Series 63, Investments, Finance, Sales, Retirement Planning, Retirement Plan..., 401k, Defined Contribution, Defined Benefit, Licensed Life & Health..., Salesforce.com, Variable Annuities, Securities, Retirement, Fixed Annuities, Health Insurance, Microsoft Office, Relationship Management, Data Analysis, Volunteering, Asset Allocation

Education
Penn State University   2007 — 2011
Bachelor of Science (B.S.), Marketing

Mark Iniguez Mark Iniguez Greater Boston Area Details
Mark Iniguez's Lincoln Financial Distributors Experience June 2006 - March 2008
Job Financial Services/Strategy Consultant In Transition: Delivering Outsized Growth through People, Strategy & Execution
Industry Banking
Experience
In Transition - Actively Pursuing new Opportunities  August 2014 - Present
Santander Bank, N.A.   March 2012 - August 2014
Santander Bank, N.A.   March 2011 - March 2012
Wells Fargo  May 2009 - March 2011
Wells Fargo (Wachovia Bank)   March 2008 - April 2009
Lincoln Financial Distributors   June 2006 - March 2008
Lincoln Financial Advisors  September 2005 - June 2006
Lincoln Financial Group  August 2004 - September 2005
Lincoln Financial Group  July 2003 - August 2004
Goldman Sachs Asset Management  January 2003 - June 2003

Skills
Financial Services, Banking, Retail Banking, Commercial Banking, Mutual Funds, Strategic Financial..., Strategic Planning, Business Strategy, Finance, Credit, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Credit Analysis, Essbase, Relationship Management, Mergers & Acquisitions, Project Management, Change Management, Securities, Insurance, Retirement Planning, Series 24, Series 7, Series 63

Education
University of Pennsylvania - The Wharton School
Post baccalaureate certificate, Finance and Accounting, 4.00 GPA

Northwestern University
BA, Psychology, Minor in Business Institutions, 3.71 GPA

Nicole Hanson, ChFC, CLTC Nicole Hanson, ChFC, CLTC Greater Chicago Area Details
Nicole Hanson, ChFC, CLTC's Lincoln Financial Distributors Experience January 2010 - Present
Job Regional Sales Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   January 2010 - Present
Lincoln Financial Distributors   June 2006 - December 2009
Lincoln Financial Group  August 2003 - June 2006

Skills
Mutual Funds, Series 7, Retirement Planning, Leadership, Retirement, Sales Operations, Financial Services, Financial Advisory, Sales, Series 63, Long-term Care, Asset Allocation, Alternative Investments, Investments, Securities, Team Leadership, Insurance, Wealth Management, Pensions, Fixed Annuities

Education
Northwestern University   1999 — 2003
BS, Chemical Engineering

Plymouth-Salem High School   1996 — 1999

Mark Buehner Mark Buehner Charlotte, North Carolina Area Details
Mark Buehner's Lincoln Financial Distributors Experience May 2015 - Present
Job
Industry Financial Services
Experience
Lincoln Financial Distributors   May 2015 - Present
Lincoln Financial Distributors   May 2011 - April 2015
Lincoln Financial Distributors   June 2010 - May 2011
IntePros Consulting  March 2008 - May 2010
Altek Solutions, Inc.   September 2004 - February 2008
Altek Solutions   July 2005 - 2006
Austrian Research Center in North America   February 2003 - May 2004
Pennsylvania State University Information Technology Services   August 2001 - May 2002

Skills
Series 63, Business Intelligence, Salesforce.com, Business Analysis, Data Warehousing, Insurance, Networking, Project Management, Sales, Problem Solving, Leadership, Strategic Sales, Analysis, Series 6, Software Documentation, Process Improvement, Long Term Care Insurance, Recruiting, Account Management, Marketing, Strategy

Education
The Pennsylvania State University   2000 — 2004
Bachelors Degree, Information Sciences and Technology

The Pennsylvania State University   2000 — 2002
Associate Degree, Information Sciences and Technology

Brittany Pridgeon Brittany Pridgeon Greater Philadelphia Area Details
Brittany Pridgeon's Lincoln Financial Distributors Experience January 2014 - Present
Job Internal Wholesaler at Lincoln Financial Distributors; Wealth Protection Expertise
Industry Financial Services
Experience
Lincoln Financial Distributors   January 2014 - Present
Seacrets Jamaica USA  May 2010 - September 2014
Chartwells (Higher Education Division)   October 2011 - September 2012
Log Cabin Restaurant   February 2006 - May 2011

Skills
Social Media, Marketing, Time Management, Leadership, Customer Service, Microsoft Office, Public Speaking, Team Building, Marketing Communications, Marketing Strategy, Event Planning, Branding & Identity, Building Customer..., Market Research, Online Lead Generation, Consumer Marketing, Public Relations, Sales, Selling, Salesforce.com, Organizational..., Recruiting, Hospitality, Outlook, Online Marketing, Series 6, Series 63, PA Life and Health..., Fixed Annuities, Variable Annuities, Income Protection, Wealth Management, Long-term Care, Multi-generational..., Tax Planning, PowerPoint

Education
Radford University   2008 — 2013
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General

Dan McNichol Dan McNichol Augusta, Georgia Area Details
Dan McNichol's Lincoln Financial Distributors Experience April 2008 - May 2009
Job CFO at Soto Capital
Industry Financial Services
Experience
Soto Capital   July 2015 - Present
RidgeWorth Investments  December 2011 - June 2015
FAccess   February 2011 - December 2011
JPMorgan Chase  February 2010 - February 2011
Lincoln Financial Distributors   April 2008 - May 2009
PLANCO  November 2000 - March 2008
PLANCO  November 2002 - May 2005

Skills
Series 6, Series 63, Mutual Funds, Annuities, Public Speaking, 401k, Fixed Annuities

Education
La Salle University   1995 — 1999
BS, Marketing

La Salle University - School of Business Administration   1995 — 1999
Marketing

Andrew Gartrell Andrew Gartrell West Palm Beach, Florida Area Details
Andrew Gartrell's Lincoln Financial Distributors Experience March 2007 - September 2007
Job Regional Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  July 2011 - Present
Smartgrowth Funds   November 2009 - July 2011
VALIC  August 2009 - November 2009
First American Funds  September 2007 - July 2009
Lincoln Financial Distributors   March 2007 - September 2007
Evergreen Investments  March 1996 - March 2007
Calvert Investments  1993 - 1995
Calvert Investments  1993 - 1995

Skills
Asset Allocation, Series 7, ETFs, Series 63, Alternative Investments, Annuities, Wholesaling, FINRA

Education
Queens University of Charlotte   1988 — 1992

Bethesda Chevy Chase High Shool   1984 — 1988

James Mancuso, CFS® James Mancuso, CFS® Greater Philadelphia Area Details
James Mancuso, CFS®'s Lincoln Financial Distributors Experience January 2012 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   January 2012 - Present
Lincoln Financial Distributors   November 2008 - December 2011
Delaware Investments, a member of the Macquarie Group  May 2007 - November 2008
Lincoln Financial Distributors   March 2006 - May 2007
Delaware Investments, a member of the Macquarie Group  September 2005 - March 2006

Skills
FINRA, Series 6, Series 63, Series 65, Life & Health Insurance..., Fixed Annuities, Indexed Annuities, Variable Annuities, Mutual Funds, Retirement Planning, Separately Managed..., Long-term Care, Tax-advantaged..., Guaranteed Lifetime..., Retirement, IRAs, 401k Rollovers, Income Protection, Salesforce.com, Sales Presentations, Investment Strategies, Financial Services, Investments, Annuity Sales, 401k, Insurance, Securities, Series 7, Uniform Combined State..., ETFs, Employee Training, Follow Through, Following Up, People Skills, Product Knowledge, Public Relations, Public Speaking

Education
Monmouth University   2001 — 2005
Bachelor of Business Administration (BBA) concentration in Marketing, Business Marketing

Holy Spirit High School   1997 — 2001

Stephen Wildman, CFP®, ChFC® Stephen Wildman, CFP®, ChFC® Greater Philadelphia Area Details
Stephen Wildman, CFP®, ChFC®'s Lincoln Financial Distributors Experience October 2006 - July 2012
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  December 2013 - Present
Lincoln Financial Group  July 2012 - November 2013
Lincoln Financial Distributors   October 2006 - July 2012

Education
Penn State University   2000 — 2004
BA, Marketing

Scott Muller Scott Muller Greater New York City Area Details
Scott Muller's Lincoln Financial Distributors Experience February 1995 - November 2012
Job Principal, Exclusive Agent at Allstate
Industry Financial Services
Experience
Allstate  February 2015 - Present
Pacific Life  March 2014 - December 2014
AXA Equitable  February 2013 - August 2013
Lincoln Financial Distributors   February 1995 - November 2012
New England Mutual Life  June 1987 - March 1995
PepsiCo - Quaker Oats  June 1983 - July 1985

Skills
Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Strategy, Relationship Management, Sales, Long-term Care, Series 6, 401k, Underwriting, Management, Sales Management, Sales Operations, Disability Insurance, Marketing, Marketing Strategy, Licensed Life & Health..., Strategic Planning, Customer Retention, Universal Life, Training, Product Management, Property & Casualty..., Commercial Insurance, Umbrella Insurance

Education
Long Island University, C.W. Post Campus   1985 — 1987
Master of Business Administration (MBA), Marketing/Marketing Management, General

Long Island University, C.W. Post Campus   1979 — 1983
Bachelor of Science (BS), Finance, General

Robert C. O'Brien Jr. Robert C. O'Brien Jr. Greater Boston Area Details
Robert C. O'Brien Jr.'s Lincoln Financial Distributors Experience November 2010 - May 2012
Job Regional Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  June 2013 - Present
WBI Investments  June 2012 - May 2013
Lincoln Financial Distributors   November 2010 - May 2012
Sun Life Financial  March 2009 - October 2010
Pacific Life  January 2000 - February 2009
Indianapolis Life Insurance Company  August 1999 - January 2000
New England Funds  April 1998 - July 1999
Keyport life   February 1995 - April 1998
Putnam Investments  August 1993 - February 1995

Skills
Sales Presentations, Series 6, Series 63, Series 7, Series 66, Annuities, Mutual Funds, Separately Managed...

Education
University of Massachusetts Boston   1989 — 1993
BA, Ethics and Social and Political Philosphy

Massasoit Community College   1989 — 1991
AA, Law Enforcement

Kim Plyler Kim Plyler Greensboro/Winston-Salem, North Carolina Area Details
Kim Plyler's Lincoln Financial Distributors Experience December 2013 - Present
Job AVP, RPS Marketing at Lincoln Financial Group Distribution
Industry Financial Services
Experience
Lincoln Financial Group Distribution   September 2015 - Present
Lincoln Financial Distributors   December 2013 - Present
Lincoln Financial Distributors   March 2008 - January 2014
Lincoln Financial Group  June 2006 - March 2008
Jefferson Pilot Financial  June 2005 - June 2006
Better Business Bureau of NC   January 2004 - June 2005

Skills
Series 6, Fixed Annuities, Life Insurance, Insurance, Long-term Care, Financial Services, Sales, Marketing, Asset Allocation, Relationship Management, Product Marketing, Strategic Partnerships, Leadership

Education
North Carolina State University   1999 — 2003
Political Science and Government

Stamford

Jaime Boal Jaime Boal Greater Philadelphia Area Details
Jaime Boal's Lincoln Financial Distributors Experience July 2008 - June 2014
Job Internal Sales Consultant at Lincoln Financial Distributors
Industry Financial Services
Experience
Forethought Financial Group, Inc.   June 2014 - Present
Lincoln Financial Distributors   July 2008 - June 2014
Wachovia Mortgage  March 2007 - July 2008
Citizens Bank  March 2005 - March 2007

Skills
Account Management, Selling, Direct Sales, Customer Service, Marketing Strategy, Microsoft Office, Series 6, Series 63, Management

Education
Penn State University   1994 — 1998
Bachelor's degree

Todd Ivison CCSP Todd Ivison CCSP Greater New York City Area Details
Todd Ivison CCSP's Lincoln Financial Distributors Experience September 2001 - April 2005
Job Business Development Executive
Industry Information Technology and Services
Experience
BlackRock  September 2013 - Present
Delaware Investments, a member of the Macquarie Group  June 2012 - September 2013
AEGON  December 2007 - June 2009
Pacific Life  November 2006 - December 2007
SunAmerica Financial Group  April 2005 - April 2006
Lincoln Financial Distributors   September 2001 - April 2005
Commerce Capital Markets  February 2000 - September 2001

Skills
Business Development, Customer Service, Sales Management, CRM, Lead Generation, Start-ups, Cold Calling, Sales, Sales Operations, Management, Marketing, Insurance, Team Leadership, Financial Services, Investments, Marketing Communications

Education
Muhlenberg College
Bachelor of Arts (B.A.), Economics

The Hill School

Suzanne Ticknor Suzanne Ticknor Greater Philadelphia Area Details
Suzanne Ticknor's Lincoln Financial Distributors Experience February 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Lincoln financial distributors   February 2011 - Present
Prudential Fox and Roach Realtors  1990 - 2009
Lincoln Financial Distributors   August 2008 - December 2008
Lincoln Financial Distributors   2008 - 2008

Education
Providence College   1982 — 1986
BS, Finance

Cardinal OHara   1978 — 1982
High school, General Studies

Matthew Crum Matthew Crum Greater Pittsburgh Area Details
Matthew Crum's Lincoln Financial Distributors Experience July 2006 - August 2012
Job Account Executive, Property/Casualty at Zurich Insurance Company Ltd.
Industry Insurance
Experience
Zurich Insurance Company Ltd.  December 2011 - Present
Lincoln Financial Distributors   July 2006 - August 2012
DaimlerChrysler Financial Services  October 2003 - July 2006

Skills
Insurance, Fixed Annuities, Sales

Education
Penn State University   1999 — 2003
Bachelor of Science, Finance with minor in Business Logistics

JOHN SLYMAN JOHN SLYMAN Columbus, Ohio Area Details
JOHN SLYMAN's Lincoln Financial Distributors Experience June 2004 - February 2007
Job Agency Owner Nationwide Insurance
Industry Insurance
Experience
Slyman Insurance Group, Inc.   October 2009 - Present
2004 - 2009 LINCOLN FINANCIAL DISTRIBUTORS   February 2007 - February 2009
Lincoln Financial Group  2007 - 2009
Lincoln Financial Distributors   June 2004 - February 2007
Nationwide Financial  January 1999 - January 2004
Nationwide Financial  January 1997 - January 1999
Nationwide Retirement Solutions  1997 - 1999

Skills
Selling, Life Insurance, Sales, Strategic Financial..., Marketing Strategy, Marketing, Fixed Annuities, Leadership, Sales Operations, Customer Service, Financial Services, Property, Start-ups, Training

Education
Ohio University   1991 — 1995
BBA, Marketing / International Business

Ohio University   1991 — 1995
Bachelor, Business Administration; Marketing and International Business

Ohio University   1991 — 1995
BBA, Marketing / International Business

Bruce M. Tuckey, CPA Bruce M. Tuckey, CPA Greater Detroit Area Details
Bruce M. Tuckey, CPA's Lincoln Financial Distributors Experience July 2009 - August 2010
Job Assistant Vice President, Business Development at LPL Financial
Industry Financial Services
Experience
LPL Financial  May 2011 - Present
Multi-Funds, Inc.   December 2010 - June 2011
Lincoln Financial Distributors   July 2009 - August 2010
RiverSouce Investments   December 1993 - May 2009
J&W Seligman  December 1993 - December 2008
Merrill Lynch  September 1991 - December 1993
Comp-U-Check, Inc.   July 1988 - August 1991
Video Trend, Inc.   January 1986 - July 1988
Comp-U-Check, Inc.   May 1983 - September 1985
Plante & Moran  January 1980 - May 1983

Education
University of Michigan-Dearborn   1990 — 1991
MBA - Finance

Michigan State University   1975 — 1979
Bachelor of Arts, Accounting

Michigan State University - The Eli Broad College of Business   1975 — 1979
BA - Accounting, Accounting

Cass City High School   1971 — 1975
High School, College Prep

Jeff Taber Jeff Taber Dallas/Fort Worth Area Details
Jeff Taber's Lincoln Financial Distributors Experience November 2005 - December 2009
Job Regional Vice President at Columbus Life Insurance Company
Industry Insurance
Experience
Columbus Life Insurance Company  April 2015 - Present
The Company Coach   July 2009 - April 2015
Lincoln Financial Distributors   November 2005 - December 2009
Mercury Financial   August 2003 - November 2005
Taber Brokerage   June 1999 - August 2003
Jefferson Pilot  May 1989 - June 1999

Skills
Business Development, Sales Management, Leadership, Business Planning, Strategy, Account Management, Marketing, Budgets, Business Strategy, Marketing Communications, Strategic Planning, Sales, Management, Insurance, Program Management, Training, Social Media, Marketing Strategy, Finance, Operations Management, Competitive Analysis, Change Management, Team Leadership, Management Consulting, CRM, New Business Development, Team Building, Recruiting, Process Improvement, Start-ups, Public Speaking, Entrepreneurship, Small Business

Education
Oklahoma State University   1979 — 1983

Dennis Kaiser Dennis Kaiser Greater Seattle Area Details
Dennis Kaiser's Lincoln Financial Distributors Experience January 2006 - December 2007
Job Vice President, Regional Sales Manager at Prudential Annuities
Industry Financial Services
Experience
Prudential Financial  May 2008 - Present
Allstate Financial Services, LLC  January 2008 - May 2008
Lincoln Financial Distributors   January 2006 - December 2007
PLANCO  2002 - 2006
US Bancorp Piper Jaffray  2000 - 2002
Prudential Securities  1997 - 2000
Time-Life Libraries   1991 - 1997

Skills
Series 63, Fixed Annuities, Mutual Funds, Series 7, Variable Annuities, Retirement Planning, Retirement, 401k, FINRA, Investments, Wealth Management, Financial Advisory, Alternative Investments, Financial Services, IRAs, Insurance, Investment Advisory, Marketing, Sales, Securities, Series 6

Education
Loyola University New Orleans   1985 — 1989
BA, Political Science

H.B. Plant HS, Tampa, FL   1982 — 1985

Craig Rubino Craig Rubino Hartford, Connecticut Area Details
Craig Rubino's Lincoln Financial Distributors Experience March 2014 - Present
Job Internal Wholesaler Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   March 2014 - Present
Lincoln Financial Advisors - Economic Planning Group   July 2011 - February 2014
Penn Mutual - Economic Planning Group   April 2001 - July 2011

Skills
Team Leadership, Product Management, Budgets, Process Improvement, Case Design, Marketing Strategy, Computer Proficiency, Adobe Creative Suite, Microsoft Office, Life & Health Insurance..., Series 7, Salesforce.com, Retirement Planning, Retirement, Leadership, Fixed Annuities, Program Management

Education
New England College   1989 — 1992
Business, Management, Marketing, and Related Support Services

Rich Hinkle Rich Hinkle Hawley, Minnesota Details
Rich Hinkle's Lincoln Financial Distributors Experience June 2011 - Present
Job Regional Life Insurance Specialist at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   June 2011 - Present
Producers Financial Group  December 2003 - May 2011

Skills
Life Insurance, Series 6, Series 63, Estate Planning

Education
Minnesota State University, Moorhead
Bachelor's degree, Business Administration and Management, General

Cameron Swanson Cameron Swanson Greensboro/Winston-Salem, North Carolina Area Details
Cameron Swanson's Lincoln Financial Distributors Experience February 2013 - Present
Job Life Internal Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   February 2013 - Present
Lincoln Financial Distributors   April 2012 - Present
Intercarolina Financial Services   March 2011 - April 2012
Jimmy John's  September 2010 - March 2011

Skills
Series 7, Investments, Financial Services, Series 63, Retirement Planning, Sales, Retirement, Strategic Financial..., Insurance, Salesforce.com, Customer Service, Mutual Funds, Microsoft Excel, Long-term Care, Marketing, Employee Benefits

Education
North Carolina State University - College of Management   2006 — 2010
Business Administration, Finance, Business, Information Systems

Matt Fallon Matt Fallon Greater Seattle Area Details
Matt Fallon's Lincoln Financial Distributors Experience April 2008 - December 2011
Job Wholesaler at Symetra
Industry Financial Services
Experience
Symetra  March 2015 - Present
Verdis Investment Management  January 2012 - November 2013
Lincoln Financial Distributors   April 2008 - December 2011
Transamerica  February 2005 - April 2008

Skills
Business Development, Financial Services, Sales, Insurance, Salesforce.com, Marketing, New Business Development, Sales Management, Finance, Banking, Disability Insurance, Long Term Care Insurance, Hedge Funds, ETFs, Retirement Planning, Series 7, Investments, Estate Planning, Fixed Annuities, Mutual Funds, Series 63

Education
New York University   1998 — 2002
BA, English

Calvert Hall   1994 — 1998
HS, High School Certificate of Competence Program

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

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

Education
Villanova University   2012 — 2013
Master Certificate, Business Analysis

Penn State University   2002 — 2007
Bachelor of Science

Richard Machado Richard Machado Greater New York City Area Details
Richard Machado's Lincoln Financial Distributors Experience April 2004 - October 2008
Job Life Brokerage, The Guardian
Industry Insurance
Experience
International Planning Alliance, LLC  August 2015 - Present
The Guardian Life Insurance Co.  August 2013 - August 2015
Insure-co, LLC   March 2011 - July 2013
The Producers Group  October 2008 - February 2011
Lincoln Financial Distributors   April 2004 - October 2008

Skills
Life Insurance, Insurance, Retirement Planning, Estate Planning, Strategic Financial..., Brokers, Term Life Insurance, Financial Services, Sales, Universal Life, Whole Life

Education
NYU
BA

Tiffany Alice Bergmann Tiffany Alice Bergmann Greater Los Angeles Area Details
Tiffany Alice Bergmann's Lincoln Financial Distributors Experience February 2008 - February 2009
Job Personal Chef at Dinner Please
Industry Marketing and Advertising
Experience
Dinner Please   November 2010 - Present
ADP  October 2009 - September 2010
Pasadena Magazine  February 2009 - September 2009
Lincoln Financial Distributors   February 2008 - February 2009
PLANCO/The Hartford  June 2006 - February 2008
Sapphire Technologies  March 2005 - September 2005

Skills
Advertising, Sales, Salesforce.com, Marketing, Customer Service, Insurance, Sales Presentations, Sales Management, Strategic Planning, Public Speaking, Social Media Marketing, Social Media, Time Management, Marketing Strategy, Event Planning

Education
Pacific University   2000 — 2002
Bachelors of Arts, Education

Greg Kepner, AIF®, CRPS® Greg Kepner, AIF®, CRPS® Greater Philadelphia Area Details
Greg Kepner, AIF®, CRPS®'s Lincoln Financial Distributors Experience March 2014 - Present
Job Internal Sales Manager Retirement Plan Sales at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   March 2014 - Present
Lincoln Financial Distributors   October 2007 - March 2014
Vanguard  May 2006 - September 2007
Vanguard  June 2005 - April 2006

Skills
Series 6, Series 63, 401k, Defined Contribution, Series 7, AIF, Mutual Funds, Defined Benefit, Qualified Retirement..., Finance, ETFs, Bloomberg, Series 26, Life & Health Insurance...

Education
Penn State University   2001 — 2005
BS, Finance

Charles Lawrence Charles Lawrence Greater Philadelphia Area Details
Charles Lawrence's Lincoln Financial Distributors Experience July 2007 - March 2008
Job Senior Project Manager at Ransom Environmental
Industry Environmental Services
Experience
Ransom Environmental  July 2015 - Present
Golder Associates  April 2008 - June 2015
Lincoln Financial Distributors   July 2007 - March 2008
South Jersey Gas Company  April 2005 - July 2007

Skills
Environmental Awareness, Environmental Consulting, Environmental Compliance, Waste Management, Remediation, Business Development

Education
Penn State University   1990 — 1994
Earth Science/Geoscience, Geology, Marine Sciences, Geography, Meteorology

Emily Welz (Brooks) Emily Welz (Brooks) Greater Philadelphia Area Details
Emily Welz (Brooks)'s Lincoln Financial Distributors Experience November 2014 - Present
Job MoneyGuard Internal Sales Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   November 2014 - Present
Lincoln Financial Distributors   October 2013 - November 2014
Lincoln Financial Distributors   May 2012 - September 2013
Lincoln Financial Distributors   September 2011 - April 2012
SEI Investments  July 2009 - September 2011
SEI Investments  June 2008 - July 2009
SEI Investments  May 2007 - June 2008

Skills
Investments, Asset Allocation, Financial Services, Series 63, Mutual Funds, Alternative Investments, Securities, Fixed Income, Training, Series 7

Education
Loyola University Maryland   2003 — 2007
BBA, Finance

Christine Kennedy Christine Kennedy Greater Philadelphia Area Details
Christine Kennedy's Lincoln Financial Distributors Experience September 2010 - May 2015
Job Application Support Analyst at Lincoln Financial Distributors
Industry Information Technology and Services
Experience
Lincoln Financial Distributors   September 2010 - May 2015
University of Pennsylvania  September 2009 - September 2010
The Pennsylvania State University  September 2007 - May 2009
American Education Services  November 2007 - June 2008

Skills
Analysis, Salesforce.com, Leadership, Microsoft Office, Project Management, Management, PowerPoint, Databases, SharePoint, Data Analysis, CRM, HTML, ERP, Visio, Microsoft Excel, Research, MySQL, PHP

Education
Penn State University   2005 — 2009
BS, Management Information Systems

J. Merrick Morris J. Merrick Morris Greater Philadelphia Area Details
J. Merrick Morris's Lincoln Financial Distributors Experience August 2006 - November 2012
Job Regional Vice President at Transamerica Capital Inc. MidAtlantic Distribution
Industry Financial Services
Experience
Transamerica Capital Inc.  November 2013 - Present
Lincoln Financial Distributors   August 2006 - November 2012
AIG SunAmerica  2003 - 2006
AIG SunAmerica  1998 - 2003
PLANCO Hartford   January 1990 - August 1998
Prudential Financial  August 1987 - January 1989

Skills
Series 63, Series 6, Life,Health, Variable..., Series 26, Financial Reporting, Management, Mutual Funds, Wealth Management, Fixed Annuities, Sales, Business Strategy, Coaching, Business Process..., Leadership, FINRA, Retirement Planning, Asset Allocation, Investments, Retirement, Sales Operations, Separately Managed..., Financial Services, Enterprise Software, Series 7, Financial Advisory, 401k, Building Relationships, Business Intelligence, Long-term Care

Education
Penn State University   1983 — 1987
BS, Finance

Penn State University   1983 — 1987
Bachelor of Science (BS) Finance, Finance, General

Kathryn Fallavollita Kathryn Fallavollita Boston, Massachusetts Details
Kathryn Fallavollita's Lincoln Financial Distributors Experience August 2011 - May 2012
Job Certified Physician Assistant
Industry Hospital & Health Care
Experience
South Windsor Neck and Back   July 2011 - June 2012
Lincoln Financial Distributors   August 2011 - May 2012
Bon Secours Health System  July 2010 - July 2011
Brigham and Women's Hospital  May 2009 - August 2009
Stonehill College  June 2008 - May 2009

Skills
Microsoft Office, Microsoft Word, PowerPoint, Cpr Certified, Microsoft Excel, Customer Service, Typing, Organization, Outlook, Telephone Skills, Injections, Telephone Triage, history and physical..., Athena, Meditech, BLS, ACLS

Education
Massachusetts College of Pharmacy and Health Sciences   2012 — 2015
Master's degree, Physician Assistant

Stonehill College   2006 — 2010
Bachelor of Science (BS), Biology, General

Lorenzo de' Medici   2008 — 2008
Semester Abroad

Scott C. Snyder Scott C. Snyder Jacksonville, Florida Details
Scott C. Snyder's Lincoln Financial Distributors Experience 1999 - 2008
Job President & Managing Principal at Compass Consulting Group Inc.
Industry Insurance
Experience
Compass Consulting Group Inc.  May 2013 - Present
Compass Consulting Group Inc.  January 2010 - May 2013
Avio Health   February 2010 - April 2012
Protective Life  January 2008 - January 2010
Lincoln Financial Distributors   1999 - 2008

Skills
Business Development, Leadership, Strategic Planning, Risk Management, Healthcare, New Business Development, Insurance, Management, Sales, Consulting, Executive Management, Strategic Financial..., Strategy, Employee Benefits, Team Building

Education
Queens University of Charlotte   1990 — 1994
Business/Corporate Communications

Todd E. Wolfe ChFC Todd E. Wolfe ChFC Greater Detroit Area Details
Todd E. Wolfe ChFC's Lincoln Financial Distributors Experience February 2007 - February 2009
Job Brokerage Director at MassMutual Southeast Michigan
Industry Insurance
Experience
MassMutual Southeast Michigan  January 2015 - Present
Genworth Financial  October 2009 - January 2015
Financial Strategies Group LLP   February 2009 - December 2009
Lincoln Financial Distributors   February 2007 - February 2009
Invescor   2001 - 2006
Hantz Financial  February 1999 - February 2001
Invescor LTD  March 1998 - February 1999
Maple-Bates Associates, Inc.   September 1996 - February 1998
The Detroit Financial Group   December 1994 - September 1996

Skills
Fixed Annuities, Life Insurance, Long-term Care, Term Life Insurance, Insurance, Long Term Care Insurance, Series 6, Series 63, Universal Life, Whole Life, Insurance Brokerage, Retirement Planning, Life, Mutual Funds, Estate Planning, Variable Annuities, Disability Insurance, High Net Worth..., Financial Advisory, Financial Planners, Investments, Underwriting, Pensions, Strategy, Sales, Investment Strategies, Financial Services, Retirement, IRAs, 401k, Wealth Management, Financial Planning

Education
Michigan State University   1992 — 1994
BA, Finance

The American College
Chartered Financial Consultant Professional Designation

Brandon E. O'Malley Brandon E. O'Malley Greater Philadelphia Area Details
Brandon E. O'Malley's Lincoln Financial Distributors Experience November 2011 - November 2013
Job National Sales Director at INSQUIK
Industry Financial Services
Experience
INSQUIK   February 2015 - Present
The Toner Group   November 2013 - Present
Lincoln Financial Distributors   November 2011 - November 2013
Lincoln Financial Distributors   January 2011 - November 2011
Northwestern Mutual Financial  May 2008 - December 2010
Phillies   April 2003 - September 2008

Skills
Long-term Care, Life Insurance, Disability Insurance, Fixed Annuities, Financial Services, Mutual Funds, Sales, Retirement Planning, Marketing, Retirement, Underwriting, Investments, Finance, Financial Advisory, Securities

Education
Northeast High

Philadelphia University
Bachelor, Finance

Bryan Bevilacqua Bryan Bevilacqua Greater Philadelphia Area Details
Bryan Bevilacqua's Lincoln Financial Distributors Experience April 2013 - Present
Job Internal 401(k) Sales Consultant at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   April 2013 - Present
Lincoln Financial Distributors   June 2012 - April 2013
Pennslyvania State University   August 2008 - May 2012
ING DIRECT  May 2011 - August 2011

Skills
Management, Sales, Microsoft Excel, Finance, PowerPoint

Education
Penn State University   2008 — 2012

Chuck Hall Chuck Hall Greater Philadelphia Area Details
Chuck Hall's Lincoln Financial Distributors Experience March 2005 - November 2007
Job Consultant, Coach, Connector
Industry Management Consulting
Experience
Your Marketing Exec   November 2007 - Present
Novotorium   September 2011 - Present
Veg-e Systems   May 2013 - December 2014
Faucet Group, LLC   March 2013 - December 2014
C Social Systems   January 2011 - January 2013
Lincoln Financial Distributors   March 2005 - November 2007
Nationwide Provident  October 2002 - April 2005
Provident Mutual  1999 - 2005
GE Financial  1998 - 1999
First Colony Life Insurance Company   1998 - 1999

Skills
Entrepreneurship, Marketing Communications, Start-ups, Marketing, Brand Development, Social Media, Public Relations, Advertising, Social Media Marketing, Public Speaking, Leadership, Strategic Planning, Strategy, Social Networking, Marketing Strategy, Thought Leadership, Business Development, Small Business, Strategic Communications, New Media, Online Marketing, Workshop Facilitation, Market Planning, Strategic Partnerships, Event Planning, Change Management, Program Management, Corporate Communications, Training, Event Management, Business Strategy, Email Marketing, Mergers & Acquisitions, Integrated Marketing, Internal Communications, Content Strategy, Digital Strategy, Leadership Development, Direct Marketing, Organizational..., Social Business, Lead Generation, Product Marketing, Newsletters, Brand Management, Digital Marketing, Management Consulting, Content Development, Building Community...

Education
University of Pennsylvania   2001 — 2008
Masters, Organizational Dynamics

Penn State University   1979 — 1983
BA, Journalism

Anthony Fiore Anthony Fiore Greater Philadelphia Area Details
Anthony Fiore's Lincoln Financial Distributors Experience March 2015 - Present
Job Regional Sales Director at Lincoln Financial Distributors
Industry Wholesale
Experience
Lincoln Financial Distributors   March 2015 - Present
Lincoln Financial Distributors   June 2011 - Present
Lincoln Financial Distributors   June 2011 - July 2012
Lincoln Financial Distributors   January 2011 - May 2011

Skills
Sports, Social Media, Microsoft Office, Customer Service, Sports Marketing, Public Speaking, Microsoft Excel, Marketing, Sales, Sales Management, Series 63, Series 6, Fixed Annuities, Salesforce.com, Life, Insurance, Retirement, Variable Annuities, Financial Services, Health Insurance, 401k, FINRA, Securities, Long-term Care, New Business Development, Financial Planners, Email Marketing, Live Meeting, Wholesale, IRAs, Lead Generation, Building Relationships, Sales Prospecting, Leadership, Cold Calling, Retirement Planning, Investments, Mutual Funds, Sales Presentations, PowerPoint, Time Management, Wealth Management

Education
Wilkes University   2007 — 2011
Bachelor of Business Administration (B.B.A.)

Mansfield University of Pennsylvania   2006 — 2007

Courtney Gaston Courtney Gaston Greater Philadelphia Area Details
Courtney Gaston's Lincoln Financial Distributors Experience June 2015 - Present
Job Account Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   June 2015 - Present
Lincoln Financial Distributors   January 2014 - May 2015
Lockheed Martin Corp.  April 2013 - December 2013
Lockheed Martin  April 2012 - March 2013
Lockheed Martin Corporation  July 2009 - April 2012
CIGNA Healthcare  May 2008 - August 2008
Merrill Lynch Corporation  January 2008 - May 2008

Skills
Security Clearance, Program Management, Earned Value Management, Government Contracting, Financial Analysis, Financial Modeling, DoD, Financial Reporting, Risk Management, Hyperion Enterprise, Forecasting, Process Improvement, Analysis, Finance, Budgets

Education
The George Washington University   2012 — 2015
MBA, Strategic Management and Public Policy

Loyola University Maryland   2005 — 2009
BBA, Finance

Syracuse University
Study abroad, Italy - Study Abroad

Syd Walker Syd Walker Santa Barbara, California Area Details
Syd Walker's Lincoln Financial Distributors Experience 1999 - 2000
Job Financial Advisor
Industry Financial Services
Experience
Wedbush Morgan Securities  July 2009 - Present
A.G. Edwards & Sons, Inc.   August 2001 - July 2009
Lincoln Financial Distributors   1999 - 2000
Charles Schwab  1998 - 1999

Skills
Series 7, Wealth Management, Series 63, Estate Planning, Securities, Investments, Portfolio Management, Asset Management, Equities, Financial Planning

Education
University of San Diego   1992 — 1994
MBA

Occidental College   1986 — 1990
Bachelor of Arts (BA), Political Science and Government

James H Thompson Jr James H Thompson Jr Fort Washington, Pennsylvania Details
James H Thompson Jr's Lincoln Financial Distributors Experience January 2005 - September 2012
Job Project Manager at Veeva Systems
Industry Computer Software
Experience
Veeva Systems  July 2013 - Present
Lincoln Financial Distributors   January 2005 - September 2012
Cegedim  2002 - 2005

Skills
SQL, Oracle, Microsoft SQL Server, ETL, Business Intelligence, Customer Service, Microsoft Excel, Military, Data Mining, Computer Hardware, Computer Security, Computer Software..., Supervisory Experience, Microsoft Word, Microsoft Office, Windows Server, Windows XP Pro, Windows 7, Microsoft Exchange, Salesforce.com, Microstrategy, Communication Skills, Analytics, Crystal Reports, Software Documentation, Business Analysis, SharePoint, Requirements Gathering, Databases, SDLC, Management

Education
Peirce College
Bachelor of Science (BS), Information Technology

Cittone Institute
Technical, Network and System Administration/Administrator

Francis Jacobs III, CMFC Francis Jacobs III, CMFC Greater Philadelphia Area Details
Francis Jacobs III, CMFC's Lincoln Financial Distributors Experience April 2000 - October 2001
Job Western Director at Merion Capital
Industry Financial Services
Experience
Merion Capital   May 2013 - Present
Gugenheim Investments   April 2010 - October 2012
MainStay  August 2008 - November 2009
Transamerica  January 2006 - August 2008
Scudder Investments  January 2005 - January 2006
Merrill Lynch  February 2002 - August 2004
Lincoln Financial Distributors   April 2000 - October 2001
Wilmington Trust  August 1999 - April 2000
Merrill Lynch  April 1994 - August 1999
ED & F Man   October 1993 - April 1994

Skills
CRM, Management, Leadership, Mutual Funds, Series 7, Series 63, ETFs, Variable Annuities, Alternative Investments, Structured Products, Retirement Planning, Equities, Investment Strategies, Estate Planning, Retirement, Bonds, Wealth Management, Investment Advisory, Financial Advisory, Securities, Asset Management, Sales Operations, Investment Management, Hedge Funds, Strategic Financial..., Wealth, Retirement Plan..., Investments, IRAs, Asset Allocation, Insurance, Fixed Annuities, Financial Services, Life Insurance, Separately Managed..., Relationship Management, Fixed Income, Finance, 529 Plans, FINRA, Options, Portfolio Management, Sales, Wealth Management...

Education
Ohio Wesleyan University   1989 — 1993
BA, Economics Management

The Haverford Shool   1984 — 1989

Kenneth Burgess Kenneth Burgess Greater Philadelphia Area Details
Kenneth Burgess's Lincoln Financial Distributors Experience September 2013 - March 2015
Job AdviceNext Field Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  March 2015 - Present
Lincoln Financial Distributors   September 2013 - March 2015
Lincoln Financial Distributors   March 2013 - September 2013
Lincoln Financial Distributors   July 2012 - March 2013
Tierney  March 2011 - December 2011
New York Life Insurance Company/Mainstay Investments.   May 2010 - February 2011

Skills
Series 6, Series 63, Pennsylvania Life,..., Marketing, Media Relations, Microsoft Office, Mutual Funds, Press Releases, Public Relations, Retirement Planning, Team Leadership, Public Speaking, Social Media

Education
Lehigh University   2006 — 2010
Bachelor of Arts, Journalism

Sewickley Academy Senior School   2002 — 2006

Tom Maahs Tom Maahs Greater Philadelphia Area Details
Tom Maahs's Lincoln Financial Distributors Experience March 2013 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
Lincoln Financial Distributors   March 2013 - Present
Lincoln Financial Distributors   February 2012 - March 2013
LifeShield, Inc.   April 2011 - February 2012
Wells Fargo Financial  November 2010 - April 2011
FBL & Associates PC   July 2009 - November 2010
Nutrisystem  December 2007 - July 2009

Skills
Salesforce.com, Direct Sales, Sales, Account Management, Customer Retention, Sales Management, New Business Development, Cold Calling, Team Building, Sales Presentations, Marketing, Sales Process, Business Development, Leadership, Management, Insurance, Sales Operations, CRM, Selling, Lead Generation, Call Centers, B2B, Relationship Management, Building Relationships, Relationship Building

Education
Temple University - Fox School of Business and Management   2007 — 2010
BS, Finance

Montgomery County Community College   2005 — 2007
Finance, Business

Kami Bond Kami Bond Greater Chicago Area Details
Kami Bond's Lincoln Financial Distributors Experience April 2004 - May 2005
Job Senior Vice President, People &Culture
Industry Human Resources
Experience
Cielo Talent  August 2015 - Present
Aon Hewitt  January 2013 - July 2015
Aon Hewitt  January 2013 - November 2013
GE Healthcare  February 2012 - December 2012
GE Healthcare  November 2009 - December 2012
GE Healthcare  May 2008 - November 2009
GE Healthcare Information Technologies (GE HCIT)   May 2005 - May 2008
Lincoln Financial Distributors   April 2004 - May 2005
Sapient  January 1998 - September 2003

Skills
Leadership Development, Organizational Change, Talent Management, Organizational..., Change Management, Corporate Culture, Talent Development, Organizational..., Project Management, Succession Planning, Performance Management, Coaching, Executive Coaching, Program Management, Human Resources, Employee Engagement, Strategy, Training, Executive Management, Talent Acquisition, Organizational Design, Deferred Compensation, Leadership, Culture Change, Personnel Management, Employee Relations, HRIS, HR Consulting, Workshop Facilitation

Education
Northwestern University   2007 — 2010
MS, Learning & Organizational Change

University of Delaware
BS, Human Resources

Marlboro High School

Dana Maser Bailey, PHR Dana Maser Bailey, PHR Greater Philadelphia Area Details
Dana Maser Bailey, PHR's Lincoln Financial Distributors Experience 2010 - 2010
Job HR Business Partner at AmerisourceBergen
Industry Financial Services
Experience
AmerisourceBergen  July 2015 - Present
BlackRock  October 2013 - July 2015
Lincoln Financial Group  March 2012 - October 2013
Lincoln Financial Group  August 2010 - March 2012
Lincoln Financial Distributors   2010 - 2010
Wells Fargo  2009 - 2010
Albrecht Events, LLC   2008 - 2010

Skills
Recruiting, Sales, Event Planning, Insurance, Customer Service, Management, Access, Microsoft Excel, Relationship Management, Budgets, Employee Benefits, Microsoft Office, Fixed Annuities, Operating Budgets, Leadership, Finance, Human Resources

Education
West Chester University of Pennsylvania   2013 — 2015
Master of Public Administration (MPA), Human Resources Management and Services

Penn State University   2005 — 2009
Bachelor, Communications

Andrew Bednarek Andrew Bednarek Philadelphia, Pennsylvania Details
Andrew Bednarek's Lincoln Financial Distributors Experience September 2010 - Present
Job www.andrewjude.com
Industry Financial Services
Experience
Lincoln Financial Distributors   September 2010 - Present
Andrew Jude   September 2007 - Present
Scibal Associates Inc   June 2008 - January 2010

Education
Philadelphia University   2004 — 2008
Bachelor's degree, Marketing

Lucia Lawson Lucia Lawson Springfield, Massachusetts Details
Lucia Lawson's Lincoln Financial Distributors Experience March 2006 - April 2008
Job Managing Partner at RS Medical Billing
Industry Insurance
Experience
RS Medical Billing   April 2008 - Present
JRL Construction, Inc.   September 2012 - September 2015
Lincoln Financial Distributors   March 2006 - April 2008
General Electric Financial Assurance  September 2003 - April 2004
MassMutual Financial Group  July 2000 - September 2003

Skills
Action Oriented, Creative Thinker, Cross-cultural..., Analytical Skills, Legal Research Skills, Flexibility/Adapability, Manage multiple..., Interpersonal Skills, Planning/Organizing, Collaborative Problem..., Ability to develop..., Self Starter, Computer Proficiency, Critical Thinking

Education
Mount Holyoke College
Bachelor’s Degree, Critical Social Thought

Western New England College School of Law
Juris Doctor (J.D.), Business and Tax Law

Joseph A Ferrazza Joseph A Ferrazza Greater Chicago Area Details
Joseph A Ferrazza's Lincoln Financial Distributors Experience April 2007 - April 2008
Job Principal at J. Ferrazza & Associates
Industry Financial Services
Experience
J. Ferrazza & Associates   October 2010 - Present
Highland Capital Brokerage  March 2012 - December 2014
Marsh  April 2008 - September 2010
Lincoln Financial Distributors   April 2007 - April 2008
Northwestern Mutual Financial Network  July 2002 - April 2006
Chicago Motor Speedway   1999 - 2001
Chicago Bears Football Club  June 1994 - September 1999
Walter Payton Incorporated   November 1994 - January 1999

Skills
Estate Planning, Special Needs Planning, Life Insurance, Long Term Care, Healthcare, Financial Planning, Insurance, Strategic Planning, New Business Development, Strategic Financial..., Long-term Care, Marketing, Account Management, Special Education, Sales, Business Development, Investments, Leadership, Employee Benefits, Business Planning, Finance, Mutual Funds, Fixed Annuities, Financial Services, Negotiation, Disability Insurance, Management, Underwriting, Retirement, 401k, Health Insurance, Series 7, Financial Advisory, Wealth Management, Retirement Planning, Series 63, Long Term Care Insurance, Term Life Insurance, Financial Planners, Series 6, Whole Life, Brokers, Universal Life, Variable Annuities, High Net Worth..., Wealth Accumulation, Wealth, IRAs, Securities, Commercial Insurance

Education
Lake Forest Graduate School of Management   1997 — 2000
MBA, Finance & Marketing

Marquette University   1989 — 1993
Bachelors, Marketing and Advertising

Michael Abbott,CFP®,CIMA®,CPWA®,ChFC® Michael Abbott,CFP®,CIMA®,CPWA®,ChFC® Greater Denver Area Details
Michael Abbott,CFP®,CIMA®,CPWA®,ChFC®'s Lincoln Financial Distributors Experience April 2012 - January 2014
Job Regional Director, Western Region at TPG Financial
Industry Financial Services
Experience
TPG Financial   January 2014 - Present
Lincoln Financial Distributors   April 2012 - January 2014
UBS Financial Services, Inc  July 1992 - April 2012

Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Management, Equities, Retirement Planning, ETFs, Securities, Investment Advisory

Education
New York University   1994 — 1998
MBA, Finance/Marketing

Syracuse University   1988 — 1992
B.S., Finance/Managerial Accounting

Middleburgh Central School

Melissa Bankes Melissa Bankes Greater Atlanta Area Details
Melissa Bankes's Lincoln Financial Distributors Experience March 2008 - Present
Job External Wholesaler with Expertise in Extended Care Planning
Industry Financial Services
Experience
Lincoln Financial Distributors   March 2008 - Present
Pfizer Pharmaceuticals  January 2005 - March 2008
Pfizer Pharmaceuticals  March 1993 - January 2005

Skills
Healthcare, Cardiology, Sales Management, Sales, Account Management, Long-term Care, Negotiation, Marketing Strategy, Business Planning, Strategic Financial..., Relationship Management, Marketing

Education
Northern Illinois University - College of Business   1987 — 1991
Bachelor of Science (BS), Marketing

Northern Illinois University
Bachelor of Applied Science (B.A.Sc.) in Marketing

Charles Fote III Charles Fote III Fort Myers, Florida Area Details
Charles Fote III's Lincoln Financial Distributors Experience July 2005 - August 2007
Job Vice President, Senior Copywriter at Bank of America
Industry Marketing and Advertising
Experience
Bank of America  September 2010 - Present
Bank of America  2009 - November 2010
TPG Direct  May 2008 - June 2009
DMW Worldwide  September 2007 - April 2008
Lincoln Financial Distributors   July 2005 - August 2007
MBNA  2005 - 2005
Marsh  May 2002 - October 2003
Aetna  September 1999 - May 2002

Skills
Strategic Communications, Marketing Communications, Creative Management, Management, Creative Direction, Copywriting, Creative Strategy, Video, Integrated Marketing, Marketing Strategy, Script Writing, Speech Writing, Voice Work, Project Management, Presentations, Editing, Proofreading, Corporate Branding, Lead Generation, Customer Acquisition, B2B, B2C, CRM, Fulfillment Materials, Advertising, Interactive Marketing, Email Marketing, Direct Response, Direct Mail, Analytics, Digital Strategy, Digital Marketing, Social Media Marketing, Public Relations, Social Media, Online Advertising, Promotions, Customer Retention, Sales, Newsletters, Leadership, Print, Radio Broadcasting, Mentoring, Budgeting, Financial Services, Healthcare, Insurance

Education
Lycoming College   1994 — 1998
Bachelor of Arts (B.A.), Major: Communications (Minors: Marketing & Spanish)

Matthew Berner Matthew Berner Greater Philadelphia Area Details
Matthew Berner's Lincoln Financial Distributors Experience November 2007 - June 2009
Job Web developer/ WebMaster at Asthma and Allergy Foundation of America
Industry Internet
Experience
Asthma and Allergy Foundation of America  August 2015 - Present
Core Color Graphics & Interactive   March 2013 - August 2015
Discovery Semiconductors, Inc.   January 2012 - January 2013
Onward Search  February 2011 - May 2011
Kyle David Group LLC   September 2009 - April 2010
Circle of Stones Ritual Theatre Ensemble   February 2002 - September 2009
Lincoln Financial Distributors   November 2007 - June 2009
Lincoln Financial Distributors   November 2007 - November 2008
QVC  August 2007 - September 2007
SCIPS.com, Inc   February 2006 - January 2007

Skills
PHP, CSS, XML, HTML, Dreamweaver, Photoshop, XML Spy, MySQL, JavaScript, jQuery, HTML5, Wordpress, XHTML, HTML + CSS, Web Design, Web Development, Google Analytics, SEO, Google Website Optimizer, Website Updating, Website Development, Web Content Management, Content Delivery, Traceroute, WordPress, CMS, Illustrator

Education
Muhlenberg College   2002 — 2006
BS, Computer Science

Jennifer Knox Jennifer Knox Greater San Diego Area Details
Jennifer Knox's Lincoln Financial Distributors Experience February 2005 - February 2006
Job Sr. Financial Analyst External Reporting at LPL Financial
Industry Financial Services
Experience
LPL Financial  April 2014 - Present
LPL Financial  October 2012 - March 2014
LPL Financial  November 2010 - September 2012
LPL Financial  October 2007 - November 2010
Delaware Investments  February 2006 - September 2007
Lincoln Financial Distributors   February 2005 - February 2006
Lincoln Financial Distributors   August 2004 - February 2005
The First Church of Christ, Scientist  July 2003 - April 2004

Skills
Series 63, Account Reconciliation, Journal Entries, Financial Variance..., Management, Financial Accounting, Internal Controls, Series 6, Offshore Outsourcing, Flux Analysis, Studying for Series 27, Member of AICPA, Month End Close, Financial Audits, Process Improvement, Oracle R12 Financials, US GAAP, Member of CalCPA, Revenue Estimation

Education
University of California, San Diego   2009 — 2011

Principia College   1999 — 2003
Bachelor's degree

Stephen Haeckel Stephen Haeckel Hartford, Connecticut Area Details
Stephen Haeckel's Lincoln Financial Distributors Experience April 2014 - Present
Job Internal Wholesaler: Life Sales Wire/Bank Channel at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors   April 2014 - Present
MassMutual Financial Group  March 2010 - April 2014
Barnum Financial Group an Office of MetLife  October 2005 - March 2010
John T. Dougherty CPA, LLC   January 2007 - January 2008
Waddell & Reed Financial Services  March 2005 - October 2005
UST  November 2003 - May 2004

Skills
Wholesaling, Whole Life, Term Life Insurance, Retirement Income..., Territory Management, Variable Life, Business Planning, Universal Life, Insurance, Retirement, Financial Planning, Finance

Education
University of Connecticut   2012 — 2014
Master of Business Administration (M.B.A.), Executive MBA Program

Pace University - Lubin School of Business   2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance

Xavier High School   1996 — 2000
High School

Kristen Steigerwalt Kristen Steigerwalt Greater Philadelphia Area Details
Kristen Steigerwalt's Lincoln Financial Distributors Experience November 2002 - April 2009
Job Strategic Partner Account Coordinator at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   November 2002 - April 2009
Lincoln Financial Distributors   November 2001 - November 2002
IDS Scheer  December 1998 - 2001

Education
Pennsylvania State University   1995 — 1999
Business, Management and Marketing

Brian Olenick Brian Olenick Greater Philadelphia Area Details
Brian Olenick's Lincoln Financial Distributors Experience September 2010 - Present
Job Regional Director at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors   September 2010 - Present
Saybrus Partners  January 2010 - August 2010
The Phoenix Companies  August 2006 - December 2009
Towers Perrin  January 2000 - July 2006

Education
Penn State University   1996 — 2000
Bachelor of Science (B.S.), Actuarial Science

Stephen Gutsche Stephen Gutsche Greater Philadelphia Area Details
Stephen Gutsche's Lincoln Financial Distributors Experience May 2015 - Present
Job Market Research Analyst at Lincoln Financial Distributors
Industry Market Research
Experience
Lincoln Financial Distributors   May 2015 - Present
Independence Blue Cross  October 2001 - May 2015
TNS NFO (formerly Chilton Research Services)   1989 - 2001

Skills
Secondary Research, Qualitative Market..., Primary Research, Questionnaires, Government Programs, Market Intelligence, Quantitative Research, Medicare, Qualitative Research, Focus Groups, Competitive Intelligence, Survey, SPSS, Marketing Research, Consumer Insights, Data Analysis, Segmentation, Competitive Analysis, Customer Insight, Brand Architecture, Market Research, SAS, Surveying, Data Mining, Online Research, Questionnaire Design, Data Collection, Advertising Research, Market Analysis, Marketing, Brand Equity, Ethnography, Business Insights, Consumer Behaviour, Survey Research, Analytics, Consumer Insight, Survey Design, Analysis, Statistics, Report Writing, ROMI, Shopper Marketing, Media Research, Thought Leadership, Positioning, Strategic Thinking, Client Services, Product Innovation, Brand Loyalty

Education
Pennsylvania State University-Great Valley Graduate Center   1997 — 2000
MBA, Marketing

Wittenberg University   1985 — 1989

Bryan Bruce Bryan Bruce Greater Detroit Area Details
Bryan Bruce's Lincoln Financial Distributors Experience June 2001 - September 2003
Job Eastern Divisional Sales Manager at Flexible Plan Investments, Ltd.
Industry Financial Services
Experience
Flexible Plan Investments, Ltd.   March 2015 - Present
Flexible Plan Investments, Ltd.   January 2014 - Present
Rising Sun Investment Services   October 2012 - July 2013
Curian Capital  December 2005 - October 2012
The Guardian Life Insurance Company of America  May 2004 - November 2005
Banc One Securities  November 2003 - May 2004
Lincoln Financial Distributors   June 2001 - September 2003
American Skandia  May 1998 - June 2001
Sierra Trust Funds   August 1995 - March 1998
The Colonial Group  May 1987 - August 1995

Skills
Wholesaling, Series 63, Series 7, Separately Managed..., Mutual Funds, Investment Advisory, Retirement Planning, Securities, Wealth Management, Asset Management, Investments, Alternative Investments, Consultative Selling, FINRA Series 6, Portfolio Management, Territory, Financial Planning, Financial Advisory, Public Speaking, Equities, Series 6, Financial Services

Education
Metropolitan State University of Denver   1981 — 1985

Sheridan High School   1978 — 1981

Suzanne Law Ticknor Suzanne Law Ticknor Greater Philadelphia Area Details
Suzanne Law Ticknor's Lincoln Financial Distributors Experience August 2008 - December 2008
Job Versatile,resultsdriven Sales Professional in the Finance Industry
Industry Financial Services
Experience
Lincoln Financial Distributors   August 2008 - December 2008
Prudential Fox and Roach Realtors  January 1994 - December 2008

Education
Providence College   1982 — 1986

Chris Halpin, CRPS® Chris Halpin, CRPS® Greater New Orleans Area Details
Chris Halpin, CRPS®'s Lincoln Financial Distributors Experience June 2015 - Present
Job Regional 401(k) Sales Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   June 2015 - Present
Ameriprise Financial Services, Inc.   January 2015 - May 2015
Eaton Vance  January 2010 - January 2015
Edward Jones  December 2006 - January 2010
ING Mutual Funds   December 2005 - October 2006
AllianceBernstein  February 2001 - December 2005

Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Wealth Management, Retirement Planning, Asset Management, Securities, Alternative Investments, Retirement, 401k, Financial Services, Portfolio Management, Financial Planning, Sales, Investment Advisory, Investment Strategies, Equities, Fixed Income, Separately Managed..., Investment Management, Relationship Management, Financial Advisory, ETFs

Education
Montclair State University

Michael Winters Michael Winters Greater Philadelphia Area Details
Michael Winters's Lincoln Financial Distributors Experience 2001 - 2003
Job Vice President of Business Development at Four Seasons Financial Group
Industry Financial Services
Experience
Four Seasons Financial Group Inc.  August 2015 - Present
M3 Financial  September 2013 - June 2015
Gentry Partners, Ltd.   July 2006 - September 2013
Coventry First, LLC  2003 - April 2006
Lincoln Financial Distributors   2001 - 2003
First Union  1997 - 2001

Skills
Life Insurance, Fixed Annuities, Investments, Retirement Planning, Insurance, Disability Insurance, Strategic Financial..., Term Life Insurance, Underwriting, Long Term Care Insurance, Estate Planning, Retirement, Alternative Investments, Financial Planning, Finance, Portfolio Management

Education
Loyola College in Maryland   1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General

Richard Machado Richard Machado Greater New York City Area Details
Richard Machado's Lincoln Financial Distributors Experience VP sales and marketingMetropolitan Life1998 - 2004
Job Sales VP at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors   VP sales and marketingMetropolitan Life1998 - 2004
MetLife  1998 - 2004

Education
New York University   1993 — 1997

Sam Castello Sam Castello Greater Chicago Area Details
Sam Castello's Lincoln Financial Distributors Experience February 1997 - August 2007
Job National Sales Manager at American National Insurance Company
Industry Insurance
Experience
American National Insurance Company  January 2012 - Present
AIG American General  January 2008 - November 2010
Lincoln Financial Distributors   February 1997 - August 2007
Washington National  October 1995 - February 1997
Kemper Life Co.   November 1985 - October 1995
Metropolitan Life Insurance Company  May 1976 - November 1985

Skills
Brokers, Business Planning, Critical Illness, Disability Insurance, Employee Benefits, Estate Planning, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, General Insurance, Health Insurance, IRAs, Insurance, Leadership, Life Insurance, Long Term Care Insurance, Long-term Care, Marketing, Medicare, New Business Development, Property & Casualty..., Retirement, Retirement Planning, Sales, Sales Management, Series 6, Series 63, Strategic Financial..., Series 7, Strategic Planning, Term Life Insurance, Underwriting, Universal Life, Whole Life

Education
Loyola University Chicago   1971 — 1973
Business Adm./Marketing

Western Illinois University   1970 — 1971
Business Admin/ Marketing

Vince Pettograsso Vince Pettograsso Albany, New York Area Details
Vince Pettograsso's Lincoln Financial Distributors Experience July 2008 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   July 2008 - Present
Lincoln Financial Distributors   September 2006 - July 2008
United BioSource Corporation  February 2005 - August 2006

Education
Marist College   1997 — 2001
Bachelor of Arts

Alyce Shaw Alyce Shaw Greater Philadelphia Area Details
Alyce Shaw's Lincoln Financial Distributors Experience October 2007 - Present
Job VP, Head of Internal Sales; Retirement Solutions at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   October 2007 - Present
Lincoln Financial Distributors   October 2007 - Present
ING  1998 - 2007
PLANCO  1987 - 1998
PLANCO  1987 - 1998

Skills
Retirement, Leadership, Insurance, Sales, Series 63, Retirement Planning, Series 6, Investments, Series 7, Mutual Funds, Variable Annuities, Wealth Management, 401k, Fixed Annuities, Financial Services, FINRA

Education
Mount Saint Mary's College   1982 — 1986
Bachelor of Science (B.S.), Business and Finance

Academy of Notre Dame DeNamur   1977 — 1982

William Jennings William Jennings Greater New York City Area Details
William Jennings's Lincoln Financial Distributors Experience January 2004 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   January 2004 - Present
LPL Financial  October 2002 - January 2004

Skills
Series 63, Fixed Annuities, Series 6, Series 7, Mutual Funds, Variable Annuities, Retirement Planning, Series 65, FINRA, Retirement, Long-term Care, ETFs, Financial Advisory, Insurance, Investments, Financial Services, Marketing, Securities

Education
Marist College   1998 — 2002
Bachelor's of Science, Business Administration and Management, General

Paul J. Gilhool Paul J. Gilhool Charlotte, North Carolina Area Details
Paul J. Gilhool's Lincoln Financial Distributors Experience September 2003 - Present
Job Senior Marketing Director, Lincoln Financial
Industry Financial Services
Experience
Lincoln Financial Distributors   September 2003 - Present
Merck  1992 - 2003

Education
Penn State University   1987 — 1991
LA Economics, Business

David DelValle David DelValle Hartford, Connecticut Area Details
David DelValle's Lincoln Financial Distributors Experience 2006 - Present
Job Regional Marketing Director at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group  2008 - Present
Lincoln Financial Distributors   2006 - Present
The Travelers Insurance ompany   September 2001 - February 2003
The Travelers  November 1999 - February 2003
The Travelers Life Insurance Company   September 1990 - February 2003

Skills
Series 6, Wealth, Series 63, Underwriting, IRAs, Series 65, Sales, Asset Allocation, Financial Services, Long-term Care, Variable Annuities, Investment Advisory, Retirement Planning, Retirement, FINRA, Life Insurance, Series 24, Health Insurance, 401k, Disability Insurance, Fixed Annuities, Wealth Management, Series 7, Asset Management, Estate Planning, Marketing, Investments, Relationship Management, Mutual Funds, Pensions, Financial Advisory, Financial Planners, Insurance, Employee Benefits, Strategic Financial..., Fixed Income, Term Life Insurance, Long Term Care Insurance, Marketing Communications, Alternative Investments, Portfolio Management, Securities

Education
Queensborough Community College   1984 — 1986
Communication

Quuensborough Community College

Richard Machado, CFP(r) Richard Machado, CFP(r) Greater New York City Area Details
Richard Machado, CFP(r)'s Lincoln Financial Distributors Experience April 2004 - October 2008
Job Life Brokerage at Guardian Life
Industry Insurance
Experience
Guardian Life  August 2013 - Present
Insure-co, LLC   March 2011 - July 2013
The Producers Group  October 2008 - February 2011
Lincoln Financial Distributors   April 2004 - October 2008
MetLife Financial Services  2000 - 2004

Skills
Life Insurance, Wealth, Insurance, Retirement Planning, Alternative Investments

Education
New York University   1993 — 1997
BA

Ursula Daszewski Ursula Daszewski Hartford, Connecticut Area Details
Ursula Daszewski's Lincoln Financial Distributors Experience May 2005 - February 2009
Job Associate Project Manager | Strategy, Planning & Risk Management at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  July 2012 - Present
Prudential Financial  June 2009 - July 2012
Lincoln Financial Distributors   May 2005 - February 2009
ING  July 2002 - April 2005

Education
Southern Connecticut State University   2000 — 2002
MBA, Finance

Post University   1992 — 1996
BS, International Business Administration

Bill Friederichs Bill Friederichs Greater Minneapolis-St. Paul Area Details
Bill Friederichs's Lincoln Financial Distributors Experience October 2007 - 2009
Job Financial Advisor at Discovery Financial Centers, Inc.
Industry Financial Services
Experience
Discovery Financial Centers, Inc.   July 2009 - Present
Lincoln Financial Distributors   October 2007 - 2009
Allianz Life  January 2004 - May 2007
Allianz Life  July 2001 - January 2004
Allianz Life  January 2000 - June 2001
ReliaStar Life   1996 - 1999

Education
Minnesota State University, Moorhead   1984 — 1987
BS, Accounting, Business Administration, Finance

Bryan Baiocchi Bryan Baiocchi Phoenixville, Pennsylvania Details
Bryan Baiocchi's Lincoln Financial Distributors Experience June 2008 - April 2009
Job Regional Sales Consultant II at Prudential Financial
Industry Financial Services
Experience
Prudential  2009 - Present
Lincoln Financial Distributors   June 2008 - April 2009
Lincoln Financial Distributors   February 2005 - May 2008

Skills
Series 6, IRAs, Series 63, Fixed Annuities, Retirement Planning, Insurance, Sales Presentations, Variable Annuities, Financial Services, Securities, Investments, Asset Allocation, Retirement, Mutual Funds, FINRA

Education
La Salle University   1996 — 2000
Bachelors, Finance and MIS, GPA: 3.1, Finance: 3.25, MIS: 4.0

Patty Kosis Patty Kosis Hartford, Connecticut Area Details
Patty Kosis's Lincoln Financial Distributors Experience March 2010 - Present
Job Executive Assistant at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   March 2010 - Present
Sovereign Bank  December 2006 - April 2010
Sovereign Bank  March 2004 - December 2006
The Pampered Chef  October 1999 - December 2004
Aetna  1991 - 1996
Aetna  1989 - 1991
Aetna  1985 - 1989

Skills
Training, Event Planning, Marketing, Management, Budgets, Human Resources, Insurance, Sales, Sales Operations, Leadership, Customer Service, Administrative..., Direct Sales, Microsoft Excel, Finance, Outlook, Organization Skills

Education
Manchester Community College   1982 — 1985
A.S., Executive Secretary

George J. Penney High School   1978 — 1982
Dipolma, College Prep

Marc Belletsky Marc Belletsky Hartford, Connecticut Area Details
Marc Belletsky's Lincoln Financial Distributors Experience 1999 - 2000
Job Director, Estate and Business Planning at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group  2012 - Present
Hartford Life  September 2003 - July 2012
Lincoln Financial Distributors   1999 - 2000
AIG American General  1993 - 1995
American General Life  1992 - 1995

Skills
Annuities, Insurance, Term Life Insurance, Estate Planning, Employee Benefits, Retirement, Retirement Planning, Long Term Care, Wealth Management, Investments, Financial Planning, Compliance, Public Speaking, Wealth Transfer, Business Strategy, Insurance Planning, Sales Management, Marketing Strategy, New Business Development, Coaching, Product Development, Marketing Communications, Mutual Funds, Whole Life, Universal Life, Business Planning, IRA's, Problem Solving, Executive Management, Fixed Annuities, Strategic Financial..., Long-term Care, Financial Planners, IRAs

Education
New England Law Boston   1983 — 1986
JD, Law

University of Connecticut   1979 — 1983
BA, Political Science, Economics

Roger Ludlowe High School   1975 — 1979

Yejide Van Petten Yejide Van Petten Greater Philadelphia Area Details
Yejide Van Petten's Lincoln Financial Distributors Experience October 2009 - August 2014
Job Sales Coordinator at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group  August 2014 - Present
Lincoln Financial Distributors   October 2009 - August 2014
Highland Capital Brokerage  March 2006 - January 2009

Skills
Insurance, Outlook, Microsoft Excel, Event Planning, Administrative..., Customer Service, PowerPoint, Management, Time Management, Microsoft Word, Banking, Administrative..., Non-profits..., Sales, Operations Management, Human Resources, Employee Benefits, Financial Services, Excel, Word, Life Insurance Case..., Back Office..., Pharmaceutical Sales, corporate property..., Group Protection, Life AD&D, Short Term Disability, Long Term Disability, Accident Insurance, Critical Insurance, Group Dental Insurance, Group Life AD&D, Group Short Term..., Group Long Term..., Group Coverage, Group Vision

Education
Lincoln University   1988 — 1993

Lincoln University
Business Administration and Management, General

Robert Rosso AIF®, CMFC® Robert Rosso AIF®, CMFC® Greater New York City Area Details
Robert Rosso AIF®, CMFC®'s Lincoln Financial Distributors Experience February 1998 - February 2008
Job Vice PresidentRegional Director at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management  January 2011 - Present
Transamerica Capital Management  December 2009 - January 2011
Cohen & Steers  March 2008 - August 2009
Lincoln Financial Distributors   February 1998 - February 2008
US Trust  1995 - 1998

Skills
Alternative Investments, Asset Management, Investment Strategies, Investments, Separately Managed..., Asset Allocation, Wholesaling, Capital Markets, Series 7, Relationship Management, Mutual Funds, Series 24, Equities, Series 63, Financial Advisory, Securities, Wholesale, Building Relationships, Wealth Management, Asset Managment, Fixed Income, Hedge Funds, FINRA

Education
Manhattan College   1985 — 1989
BS, Finance

Manhattan College   1985 — 1989
BS, Finance

Jasmina Pruzljanin Jasmina Pruzljanin Greater Philadelphia Area Details
Jasmina Pruzljanin's Lincoln Financial Distributors Experience September 2012 - Present
Job Financial Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Distributors   September 2012 - Present
Lincoln Financial Distributors   September 2009 - August 2012
Lincoln Financial Distributors   September 2008 - August 2009
Lincoln Financial Group  September 2007 - August 2008
Delaware Investments  September 2006 - August 2007

Skills
Financial Analysis, Financial Services, Investments, Financial Planning, Insurance, Finance, Leadership, Financial Modeling, Process Improvement, Business Analysis, Analysis, Strategic Financial...

Education
Villanova University
Master of Business Administration (M.B.A.), Strategic Management

Penn State University   2002 — 2006
Bachelor's Degree, Finance, With Distinction

Penn State University   2002 — 2006
Bachelor's Degree, International Business, With Distinction

Penn State University   2002 — 2006
Bachelor's Degree, Minor in Marketing, With Distinction

Ron Major, CFP® Ron Major, CFP® Greater Philadelphia Area Details
Ron Major, CFP®'s Lincoln Financial Distributors Experience December 2004 - June 2013
Job Sr. Consultant Strategic Market Access
Industry Financial Services
Experience
Lincoln Financial Group  July 2013 - Present
Lincoln Financial Distributors   December 2004 - June 2013
Rorer Asset Management  2001 - 2004
Delaware Investments  1997 - 2001

Skills
Sales Management, Wholesaling, Series 63, Series 6, Retirement Planning, Investments, Series 7, Annuity, Insurance

Education
Penn State University

Andrew Resnik Andrew Resnik Greater Denver Area Details
Andrew Resnik's Lincoln Financial Distributors Experience November 2005 - April 2014
Job Regional VP at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   April 2014 - Present
Lincoln Financial Distributors   November 2005 - April 2014
Lincoln Financial Distributors   November 2005 - April 2014

Skills
Sales, Marketing

Education
Middlebury College   1987 — 1991
Bachelor of Arts (B.A.), Psychology

Becky Christie Becky Christie Charlotte, North Carolina Area Details
Becky Christie's Lincoln Financial Distributors Experience Account ManagerThe Todd OrganizationJuly 2003 - October 2004
Job Life Development Specialist at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   Account ManagerThe Todd OrganizationJuly 2003 - October 2004
Principal Financial Group  2001 - 2004

Education
Minnesota State University, Moorhead   1993 — 1996
Bachelor of Science, Finance, Accounting

Samuel Paolino Samuel Paolino Greater Philadelphia Area Details
Samuel Paolino's Lincoln Financial Distributors Experience September 2004 - October 2007
Job Regional Planning Specialist at Cetera Financial Specialist
Industry Financial Services
Experience
Cetera Financial Specialist   May 2010 - Present
LPL  February 2009 - May 2010
AIG  October 2007 - February 2009
Lincoln Financial Distributors   September 2004 - October 2007
Hartford Financial  September 2002 - September 2004

Skills
Retirement Planning, Series 7, Series 63

Education
La Salle University - School of Business Administration   1992 — 1996
BS, Finance

Chris Weaver Chris Weaver Huntersville, North Carolina Details
Chris Weaver's Lincoln Financial Distributors Experience July 2008 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   July 2008 - Present

Skills
Series 6, Series 63, Annuities, Variable Annuities, FINRA, Retirement Planning, Retirement, Long-term Care, Life Insurance, Investments, Fixed Annuities

Education
Lebanon Valley College   2002 — 2006
BS, Business Administration

Patrick Maher Patrick Maher Greater Philadelphia Area Details
Patrick Maher's Lincoln Financial Distributors Experience 2003 - 2007
Job Financial Sales Exec
Industry Financial Services
Experience
Vanguard  May 2007 - Present
Lincoln Financial Distributors   2003 - 2007
Kistler Tiffany Advisors  2000 - 2003
Bridgestone  1996 - 2000
Continental  1990 - 1995

Skills
ETFs, Series 7, Mutual Funds, Sales, Sales Operations, Project Management, Finance, Series 63, Series 65, Series 24, Relationship Management, Investments, Sales Management, Leadership Development, Coaching, ETF's, Mutual Funds and SMA's, Model Portfolios, Rugby Union, Client Development, Financial Services, Business Development, Asset Management, Strategic Planning, Portfolio Management, Leadership, Management

Education
Villanova University   1986 — 1990
BSBA, Bus Admin/Mktg

Penn State University   2007 — 2010
Masters, Leadership Development

GP   1982 — 1986

Brad Collins, CRPC Brad Collins, CRPC Charlotte, North Carolina Details
Brad Collins, CRPC's Lincoln Financial Distributors Experience 2007 - 2009
Job Internal Retirement Consultant
Industry Financial Services
Experience
Wells Fargo Advisors  July 2015 - Present
Prudential Financial  November 2010 - July 2015
MetLife  2009 - 2010
Lincoln Financial Distributors   2007 - 2009
AXA Equitable  2006 - 2008

Skills
Series 6, Financial Services, Series 7, Series 63, Asset Allocation, Fixed Annuities, Mutual Funds, Investments, Insurance, Retirement Planning

Education
Northeastern University

Alison Digesere Alison Digesere State College, Pennsylvania Details
Alison Digesere's Lincoln Financial Distributors Experience June 2007 - August 2007
Job M&A Strategy | Data Analysis | Process Improvement
Industry Financial Services
Experience
Penn State University  August 2015 - Present
AIG  March 2015 - August 2015
AIG  February 2014 - March 2015
Marsh & McLennan Companies, Inc.   June 2011 - February 2014
PricewaterhouseCoopers  September 2009 - June 2011
JEVS Human Services  January 2009 - August 2009
PwC  June 2008 - August 2008
Lincoln Financial Distributors   June 2007 - August 2007

Skills
Financial Analysis, Finance, Microsoft Office, Accounting, Process Improvement, Financial Reporting, Leadership, US GAAP, Investments, Auditing, Internal Audit

Education
Penn State Smeal MBA Program   2015 — 2017
Master of Business Administration (M.B.A.)

Temple University   2004 — 2009
BBA, International Business, Finance, Accounting

Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance, Accounting, International Business

Linley Martin Linley Martin Philadelphia, Pennsylvania Details
Linley Martin's Lincoln Financial Distributors Experience July 2013 - June 2014
Job AdviceNext Field Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  July 2014 - Present
Lincoln Financial Distributors   July 2013 - June 2014
Lincoln Financial Distributors   June 2012 - June 2013
Columbus Crew  May 2011 - August 2011
Roosters Franchising (Pty) Ltd   May 2010 - September 2010
Steinhaus Financial Group   May 2010 - August 2010
Hollister Co.  January 2007 - September 2009

Education
Miami University   2008 — 2012
Organizational Speech Communications/ Marketing Minor

Bishop Watterson High School   2004 — 2008

Vincent Pettograsso Vincent Pettograsso Rochester, New York Details
Vincent Pettograsso's Lincoln Financial Distributors Experience July 2008 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   July 2008 - Present
Lincoln Financial Distributors   September 2006 - July 2008
United BioSource Corporation  February 2005 - August 2006

Education
Marist College   1997 — 2001
Bachelor of Arts

Anthony Cugini Anthony Cugini Harleysville, Pennsylvania Details
Anthony Cugini's Lincoln Financial Distributors Experience 2006 - 2012
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard  December 2012 - Present
Lincoln Financial Distributors   2006 - 2012
Delaware Investments, a member of the Macquarie Group  October 2004 - July 2006
Delaware Investments, a member of the Macquarie Group  October 2001 - September 2004

Skills
Financial Reporting, Accounting, Budgets, Finance, Financial Analysis, Strategic Financial...

Education
La Salle University   1994 — 1998
Bachelor of Science (B.S.), Business Administration (Accounting)

Roman Catholic High School   1990 — 1994

St. Timothy

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