Lincoln Financial Distributors

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Lincoln Financial Distributors Employees

Employee
Years
Job
Industry
Devon Harvey Devon Harvey Greensboro, North Carolina Details
Devon Harvey's Lincoln Financial Distributors Experience February 2014 - Present
Job Internal Wholesaler at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Distributors   February 2014 - Present
Lincoln Financial Distributors   March 2013 - January 2014

Skills
Sales, Customer Service, Series 63, Marketing, Leadership, Financial Services, Public Speaking, Series 6, Salesforce.com, Life Insurance, Editing

Education
Rutgers University   2006 — 2009
Bachelor of Arts (B.A.), English Language and Literature/Letters

Patrick Lake Patrick Lake Greater Philadelphia Area Details
Patrick Lake's Lincoln Financial Distributors Experience December 2013 - Present
Job MoneyGuard Internal Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   December 2013 - Present
Lincoln Financial Distributors   June 2013 - December 2013
Avalon/Stone Harbor Beach Patrol   June 2007 - September 2012
Active Image Media   September 2005 - September 2012
DuJour  September 2011 - May 2012
The Golf Course at Glen Mills   June 2006 - November 2011

Skills
Customer Service, Leadership, Time Management, Office Administration, Training, Team-oriented, Problem Solving, Administrative..., Series 63, Series 6, Life & Health Licenses

Education
Temple University
Bachelor of Arts (BA), Criminal Justice

Monsignor Bonner High School   2003 — 2007

Jeff Farnum Jeff Farnum Altadena, California Details
Jeff Farnum's Lincoln Financial Distributors Experience
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors  

Skills
Series 6, 401k, Series 7, Mutual Funds, Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Variable Annuities, Series 63, Asset Allocation, Insurance, Wealth Management, Investments, Financial Planning, Investment Advisory, Strategic Planning

Education
Sonoma State University

Dan Solov Dan Solov Greater Boston Area Details
Dan Solov's Lincoln Financial Distributors Experience April 2001 - November 2011
Job Regional Vice President at Sammons Retirement Solutions, a member of Sammons Financial Group
Industry Financial Services
Experience
Sammons Retirement Solutions, a member of Sammons Financial Group   November 2011 - Present
Lincoln Financial Distributors   April 2001 - November 2011
Pioneer Investments  1998 - 2001
Pioneer Investments  1995 - 1998

Skills
Series 63, Variable Annuities, Series 7, Series 6, Mutual Funds, Investments, IRAs, 401k Rollovers, Sales, Insurance, Estate Planning, Fixed Annuities, Retirement Planning, Retirement

Education
Suffolk University - Sawyer School of Management
M.B.A., Marketing

University of Massachusetts Dartmouth   1989 — 1993
B.S., Marketing

Sharon High School

Chris Mottershead Chris Mottershead Greater New York City Area Details
Chris Mottershead's Lincoln Financial Distributors Experience January 2007 - April 2008
Job Senior Vice President RFP Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust   September 2015 - Present
J.P. Morgan   April 2013 - September 2015
ING Investment Management  June 2011 - April 2013
Mutual of America Capital Management Corporation   April 2008 - June 2011
Lincoln Financial Distributors   January 2007 - April 2008
Temple University Hospital  May 2006 - January 2007
AXA Advisors  December 2004 - May 2006

Skills
Investments, Finance, Marketing, Leadership, Series 63, Mutual Funds, Financial Markets, Defined Contribution, LDI, 529 Plans, Outsourced CIO, Technical Writing, Asset Allocation, Investment Policy..., FINRA, Alternative Investments, Series 7, Relationship Management, Investment Management

Education
Temple University - Fox School of Business and Management
Bachelor, Business Administration - Concentraion in Finance

Cheltenham High School

Matthew Barr Matthew Barr San Francisco Bay Area Details
Matthew Barr's Lincoln Financial Distributors Experience September 2008 - August 2015
Job Vice President Sales at Trumark Wholesale Insurance Services, Inc.
Industry Financial Services
Experience
Trumark Wholesale Insurance Services, Inc.   August 2015 - Present
Lincoln Financial Distributors   September 2008 - August 2015
State Farm Insurance  August 2006 - August 2008
Producer's Choice MGA   August 2005 - August 2006
Stone and Youngberg   January 2002 - February 2005
Merrill Lynch  January 1997 - April 2000

Skills
Mutual Funds, Asset Management, Wealth Management, Fixed Annuities, Retirement, Financial Services, Strategy, Strategic Financial..., Portfolio Management, Financial Advisory, Life Insurance, Insurance, Sales Management, Salesforce.com, Fixed Income, Marketing Strategy, Financial Planning, Wealth

Education
Randolph-Macon College   1991 — 1995
BA, International Economics

Michael Walling Michael Walling San Francisco Bay Area Details
Michael Walling's Lincoln Financial Distributors Experience 1900 - 1900
Job Development Director at Name Withheld
Industry Investment Management
Experience
Name Withheld  April 2014 - Present
Cushing MLP Asset Management   1900 - September 1900
Fisher Investments  October 1900 - 1900
Invesco US  1900 - 1900
Lincoln Financial Distributors   1900 - 1900

Skills
Strategic Planning, Continuing Education, Investment Management, Presentation Coaching, Selling, Alternative Investments, Emotional Intelligence, Asset Allocation, Motivational Speaking, Closed-end Funds, Team Building, New Business Development, Fixed Annuities, Financial Services, Retirement Planning, Equities, Financial Advisory, Strategy, Retirement, ETFs, Separately Managed...

Education
San Jose State University
Administration of Justice

West Valley College
Administration of Justice

Scott Naughton Scott Naughton Houston, Texas Area Details
Scott Naughton's Lincoln Financial Distributors Experience January 1997 - January 2002
Job Business Development Wholesaler at BIC Group, LLC
Industry Financial Services
Experience
BIC Group, LLC  June 2015 - Present
Universal Financial Consultants  April 2007 - December 2013
Old Mutual Asset Management  January 2006 - April 2007
Security Benefit  January 2004 - January 2006
Transamerica  January 2002 - November 2003
Lincoln Financial Distributors   January 1997 - January 2002
AIM/Invesco   January 1994 - January 1997
New York Life Insurance Company  August 1992 - January 1994

Skills
Mutual Funds, Business Development, Alternative Investments, Fixed Annuities, Financial Services, Financial Advisory, New Business Development, Hedge Funds, Sales Management, Start-ups, Account Management, Executive Management, Private Equity, Due Diligence, Salesforce.com, Solution Selling, Indexed Annuities, Insurance, Finance, Territory Development, Tactical Funds, Wealth Management, Investments, Variable Annuities

Education
Stephen F. Austin State University   1985 — 1989
Bachelor of Arts (B.A.)

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

Education
The Citadel   2005 — 2009
BS, Business Administration

Lan Thompson Lan Thompson Greater Los Angeles Area Details
Lan Thompson's Lincoln Financial Distributors Experience 2011 - Present
Job Annuities Regional Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   2011 - Present
Starr Restaurants  2001 - 2011

Skills
Microsoft Office, Microsoft Excel, FINRA Series 6 and 63, PA Life and Health..., Insurance, Salesforce.com, Sales, PowerPoint, Customer Service, Securities, Public Speaking, Marketing, Leadership, Data Analysis, Training, Social Networking, Financial Analysis, Microsoft Word, Outlook, Account Management, Event Planning, Finance, Cold Calling, Series 63, Management, Team Building, Marketing Strategy, Recruiting, Strategic Planning, Fixed Annuities, Employee Training, Retirement, Series 6, Retirement Planning, Relationship Management

Education
Temple University
Bachelor's degree, Human Biology

Melissa A. Reed, AAMS Melissa A. Reed, AAMS Philadelphia, Pennsylvania Details
Melissa A. Reed, AAMS's Lincoln Financial Distributors Experience July 2012 - Present
Job Regional Life Specialist at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   July 2012 - Present
Merrill Lynch  June 2011 - July 2012
Edward Jones  April 2007 - June 2011

Skills
Series 7, Insurance, Retirement, Life & Health Insurance..., Permanent Life Insurance, Term Life Insurance, Multi-generational..., Series 63, Financial Advisory, Investment Strategies, Financial Services

Education
Texas State University   2002 — 2003
Bachelor's of Science, Criminal Justice

The University of Kansas   1997 — 2000

Lyle Rivers Lyle Rivers Columbia, South Carolina Area Details
Lyle Rivers's Lincoln Financial Distributors Experience October 2007 - April 2012
Job Special Branches Recruiter at SC Army National Guard
Industry Military
Experience
SC Army National Guard  February 2011 - Present
Lincoln Financial Distributors   October 2007 - April 2012
Pfizer Pharmaceuticals  September 1998 - October 2007
US Army  September 1995 - November 1998

Skills
Account Management, Budgets, Command, Healthcare, Government, Hospitals, Infectious Diseases, Leadership Development, Military, Operations Management, Orthopedic, Pharmaceutical Sales, Product Launch, Program Management, Project Management, Public Speaking, Pulmonology, Sales Management, Sales Operations, Security Clearance, Selling, Surgeons, Team Building, Team Leadership, Training, Army, Afghanistan, Cross-functional Team..., Internal Medicine, Leadership, Management, Marketing, New Business Development, Operational Planning, Organizational..., Sales, Sales Process, Selling Skills, Strategic Planning, Tactics

Education
The Citadel   1991 — 1995

Beth Valente, CLU, CLTC Beth Valente, CLU, CLTC Springfield, Massachusetts Area Details
Beth Valente, CLU, CLTC's Lincoln Financial Distributors Experience February 2011 - March 2013
Job Director of Sales at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  November 2014 - Present
Midland National® Life Insurance Company  April 2013 - Present
Lincoln Financial Distributors   February 2011 - March 2013
Lincoln Financial Distributors   October 2006 - February 2011
MassMutual  2003 - 2006
Lincoln Financial Distributors   August 1999 - January 2003
Merrill Lynch  July 1997 - August 1999

Education
The American College   2011 — 2013
Chartered Life Underwriter

Westfield State College   1990 — 1994
Bachelor of Science (B.S.), Criminal Justice

Western New England College

Micky Pegg, MS, AIF® Micky Pegg, MS, AIF® Greater Philadelphia Area Details
Micky Pegg, MS, AIF®'s Lincoln Financial Distributors Experience August 2011 - Present
Job Regional 401(k) Sales Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   August 2011 - Present
Lincoln Financial Distributors   September 2010 - August 2011
Creative Financial Group  May 2009 - September 2010
CAO International   June 2003 - November 2008
Felipe Gregorio International   March 2002 - March 2003
Davidoff of Geneva  April 1998 - March 2002

Skills
Retirement Plan..., 401k, 403b, Defined Contribution, Defined Benefit, Mutual Funds, Series 6, Series 63, Fixed Annuities, Financial Advisory, Financial Services, Finance, Investments, Sales, Salesforce.com, Wealth Management, Financial Planners, Insurance, Life Insurance, Disability Insurance, Sales Management, Leadership, Management, Sales Operations, Strategic Planning, Marketing, Mergers & Acquisitions, Long-term Care, FINRA

Education
University of Pennsylvania
Master of Philosophy (MPhil), Leadership/Management & Global Organization

University of Pennsylvania
Master of Science (MS), Organizational Dynamics

University of Pennsylvania   2004 — 2007
International Leadership Exchange Program, Global Senior Executives: US, London, Sweden & France

The Catholic University of America   1987 — 1991
Bachelor of Arts (BA)

Valley Forge Military Academy   1986 — 1987
Diploma, Preparatory

Leonard Silon Leonard Silon Greater Philadelphia Area Details
Leonard Silon's Lincoln Financial Distributors Experience November 2007 - May 2011
Job Salesforce.com Admin at HTH Worldwide
Industry Media Production
Experience
HTH Worldwide  May 2015 - Present
Advance Central Services, Inc.   May 2012 - May 2015
Barclaycard US  November 2011 - March 2012
Lincoln Financial Group  March 2011 - November 2011
Lincoln Financial Distributors   November 2007 - May 2011
Lincoln Financial Network  October 2006 - November 2007
Lincoln Financial Advisors  December 2004 - October 2006
FedEx  October 2003 - November 2004
Wal-Mart Stores Inc  May 2003 - October 2003
Sprint PCS  June 2001 - December 2002

Skills
Salesforce.com, Business Analysis, Business Requirements, Testing, Visio, Insurance, Access, Training, CRM, Management, Project Management, Information Technology, Enterprise Software, Business Process, Vendor Management, Financial Services, Process Improvement, Team Leadership, SDLC, Customer Service, Program Management, Digital Media, Social Media, Quality Assurance, Software Documentation

Education
Stevens Institute of Technology   1998 — 2000
Masters of Science, Information Science; Information Management, 3.5

Sonoma State University   1987 — 1989
Bachelor of Science, Applied Mathematics; Computer Science, Math

Western Kentucky University   1981 — 1984
Math, Computer Science

Valerie Sancibrian Valerie Sancibrian Charlotte, North Carolina Area Details
Valerie Sancibrian's Lincoln Financial Distributors Experience April 2007 - April 2009
Job Versatile Insurance Professional
Industry Insurance
Experience
Genworth Financial  January 2012 - Present
Genworth Financial  July 2009 - December 2011
Lincoln Financial Distributors   April 2007 - April 2009
Jefferson Pilot  2002 - 2007
First Union  October 1998 - March 2002
National Life Insurance Company  February 1977 - October 1998

Skills
CLU, Annuity, Long Term Care, Customer Relations, Fixed Annuities

Education
The American College
Other

Jonathan Alexander - CFP® Jonathan Alexander - CFP® Greater Philadelphia Area Details
Jonathan Alexander - CFP®'s Lincoln Financial Distributors Experience June 2013 - Present
Job MoneyGuard Specialist at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors   June 2013 - Present
Lincoln Financial Distributors   June 2010 - June 2013
Raymour & Flanigan  August 2009 - June 2010
Alpha Epsilon Pi  June 2007 - April 2008

Skills
Data Analysis, Public Speaking, Leadership Development, Analysis, Research, Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Marketing, Strategic Planning, Event Management, Social Media Marketing, Team Building, Customer Service, Fundraising, Project Management, Financial Modeling, Process Improvement, New Business Development, Sales, CRM, Leadership, Project Planning, Event Planning, Marketing Strategy, Market Research, Business Planning, Finance, Works well with a team, Long Term Care Insurance, Insurance, Retirement Planning, Life Insurance, Financial Services

Education
Temple University   2003 — 2007
BA, Political Science

Mike Carlone Mike Carlone Greater New York City Area Details
Mike Carlone's Lincoln Financial Distributors Experience February 2008 - June 2009
Job Investment Products Manager at Equinox Fund Management, LLC
Industry Financial Services
Experience
Equinox Funds  April 2012 - Present
Morgan Stanley Smith Barney  November 2009 - April 2012
Lincoln Financial Distributors   February 2008 - June 2009
Morgan Stanley  February 2006 - February 2008
Morgan Stanley  March 2004 - February 2006

Skills
Investments, Mutual Funds, Financial Advisory, Retirement Planning, Fixed Annuities, Portfolio Management, Retirement, Financial Services, Fixed Income, Insurance, Financial Planners, ETFs, Trading, Series 7, Series 63, Management, Employee Benefits, Wealth Management, Alternative Investments, Finance, Asset Management, Asset Allocation, Securities, Equities

Education
Rutgers University   1999 — 2003
B.A, Journalism and Media Studies

Rutgers University   1999 — 2003
B.A, Journalism and Media Studies

Rutgers University-New Brunswick   1999 — 2003
BA, Journalism / History

Joe McIlhinney Joe McIlhinney Greater Philadelphia Area Details
Joe McIlhinney's Lincoln Financial Distributors Experience January 2006 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
Lincoln Financial Distributors   January 2006 - April 2009

Education
Temple University
General Strategic Management

Mike Valenti Mike Valenti West Palm Beach, Florida Area Details
Mike Valenti's Lincoln Financial Distributors Experience 2007 - 2008
Job Veteran Sales and Marketing Manager Pursuing New Opportunities
Industry Financial Services
Experience
Prism Holdings LLC.   March 2009 - Present
Prism Financial Group LLC - Branch Office of Allstate Insurance Company   February 2012 - November 2013
TFS Securities, Inc.   January 2010 - July 2012
LINCOLN FINANCIAL DISTRIBUTORS   2007 - 2008
AIM (INVESCO) DISTRIBUTORS, INC., Houston, TX   1997 - 2007
EVERGREEN FUNDS (FIRST UNION BANK)   1994 - 1996
PRUDENTIAL SECURITIES, INC., New York, NY   1993 - 1994
SHEARSON LEHMAN BROTHERS, INC., New York, NY   1988 - 1993
SHEARSON LEHMAN BROTHERS, INC., New York, NY   1988 - 1993
SHEARSON LEHMAN BROTHERS, INC., New York, NY   1988 - 1989

Skills
FINRA Series 7..., Series 63 Securities..., Series 66 Securities..., Life Health and Annuity..., Insurance, Securities, Financial Planning, Annuities, Mutual Funds, ETFs, REITs, Financial Services, Estate Planning, Real Estate Investment, Sales, Sales Management, Marketing, Life Insurance, Long Term Care Insurance, Series 63, Fixed Annuities, Program Management, Wealth Management, Small Business, Retirement Planning, Investments, Selling, Mergers & Acquisitions, 401k, Management, Investment Properties, Series 7, Strategic Financial..., Finance, REIT, Financial Planners, Business Planning, Entrepreneurship, Asset Management, Leadership, Marketing Communications, Product Development, Alternative Investments, Relationship Management, Portfolio Management, Investment Strategies, Recruiting, Investment Advisory, Financial Advisory, New Business Development

Education
Rutgers University-New Brunswick   1983 — 1986
BA, Economics

Kate Wiley Kate Wiley Greater Philadelphia Area Details
Kate Wiley's Lincoln Financial Distributors Experience May 2015 - Present
Job Inbound Sales Representative Annuities at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   May 2015 - Present
Susquehanna University  April 2013 - May 2015
Walsh and Nicholson Financial Group   May 2014 - August 2014
Candlewic   May 2013 - August 2013
Susquehanna University  January 2013 - May 2013

Skills
Finance, Marketing, Time Management, Teamwork, Microsoft Office, Social Media, Research, Public Speaking, Event Management, Program Management, Instructional Design, Interior Design, Event Planning, Blackboard, Moodle, Camtasia, Prezi

Education
Susquehanna University   2011 — 2015
Bachelor of Science (BS), Business Administration: Finance and Marketing, GPA: 3.691/4.0

Pennridge High School   2007 — 2011
High School, 4.3/4.0

Thomas Lake Thomas Lake Greater Philadelphia Area Details
Thomas Lake's Lincoln Financial Distributors Experience February 2012 - Present
Job Regional Marketing Director Lincoln MoneyGuard
Industry Financial Services
Experience
Lincoln Financial Distributors   February 2012 - Present
Lincoln Financial Distributors   April 2011 - April 2012
Lincoln Financial Distributors   September 2006 - May 2011
Active Specialty Medical Supply   July 2005 - August 2006
PLANCO/ Hartford   October 2003 - June 2005
Mondo USA   June 2002 - September 2003

Skills
Leadership, Sales, Cold Calling, Mutual Funds, Training, Marketing, Customer Service, Relationship Management, Fixed Annuities, Investments, Insurance, Series 63, Financial Services, Retirement

Education
Temple University - Fox School of Business and Management   1995 — 2001
Business, Marketing, Finance

Monsignor Bonner High School   1991 — 1995

Tim Howell Tim Howell Wayne, Pennsylvania Details
Tim Howell's Lincoln Financial Distributors Experience 2000 - 2004
Job Financial Advisor, KadesMargolis Corporation
Industry Financial Services
Experience
Kades-Margolis Corporation  March 2014 - Present
Wells Fargo Advisors LLC  February 2012 - January 2014
Equinox Distributors   February 2009 - November 2011
ICON Advisers  March 2007 - September 2008
Protective Life  January 2006 - January 2008
New York Life  2004 - 2006
Lincoln Financial Distributors   2000 - 2004
SunAmerica  1999 - 2000

Skills
Series 7, Mutual Funds, Annuities, Hedge Funds, Alternative Investments, Investments, Financial Markets, Managed Accounts, Managed Futures, Wholesaling, Public Speaking, Series 66, Insurance, Fixed Annuities, Strategic Financial..., 401k, Wholesale, Uniform Combined State..., Retirement Planning, Managing Accounts, Portfolio Management, Estate Planning, Wealth Management..., Retirement, Financial Services, Financial Planning, Wealth Management

Education
Temple University - Fox School of Business and Management   1993 — 1996
BBA, Economics

Girard College   1983 — 1991
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program

Jim Hennelly Jim Hennelly Media, Pennsylvania Details
Jim Hennelly's Lincoln Financial Distributors Experience 2004 - 2012
Job Regional Marketing Director at Capital Investment Management,Inc
Industry Financial Services
Experience
Capital Investment Management,Inc   2012 - Present
Lincoln Financial Distributors   2004 - 2012
PLANCO  1995 - 1998

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Risk Management, Strategic Planning, Banking, Investments, Business Analysis, Marketing, Mutual Funds, Series 63, Series 6, Variable Annuities

Education
The Catholic University of America   1983 — 1987
Bachelor of Arts (BA), Finance and Financial Management Services

Monsignor Bonner High School

Jeff Van Keulen Jeff Van Keulen Greater Minneapolis-St. Paul Area Details
Jeff Van Keulen's Lincoln Financial Distributors Experience 2000 - 2004
Job Division Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  December 2007 - Present
Ameriprise Financial Services, Inc.   April 2004 - December 2007
Lincoln Financial Distributors   2000 - 2004
Dain Rauscher  1996 - 2000
Merrill Lynch  1985 - 1989

Skills
Mutual Funds, Series 7, Series 63, Retirement, 401k, Fixed Annuities, Asset Allocation, Investments, Wealth Management, Investment Advisory, Separately Managed..., Series 24, Securities, Financial Services, Sales, Variable Annuities, IRAs, Finance, Financial Advisory, Defined Benefit, Investment Strategies, Pensions

Education
St. Cloud State University   1978 — 1983
BA, Economics

Donald T. Regan School of Advanced Financial Management, Merrill Lynch

Courtney Schneider Courtney Schneider Greater Philadelphia Area Details
Courtney Schneider's Lincoln Financial Distributors Experience August 2008 - July 2009
Job Senior Manager, Talent Management at Accolade, Inc.
Industry Pharmaceuticals
Experience
Accolade, Inc.   August 2013 - Present
Endo Pharmaceuticals  December 2012 - August 2013
Endo Pharmaceuticals  April 2012 - December 2012
Lincoln Financial Group  July 2009 - April 2012
Lincoln Financial Group  2007 - 2010
Lincoln Financial Distributors   August 2008 - July 2009
Lincoln Financial Group  August 2007 - July 2008
Saint Joseph's University  August 2006 - May 2007
T. Rowe Price  May 2006 - August 2006
Greater Baltimore Medical Center  May 2005 - August 2005

Skills
Leadership Development, Succession Planning, Performance Management, Change Management, Coaching, Executive Coaching, Training, Staff Development, Talent Management, Organizational..., Human Resources, Employee Benefits, Leadership, Onboarding, Employee Engagement

Education
University of Pennsylvania   2010 — 2014
Master of Science, Organizational Dynamics

Saint Joseph's University   2003 — 2007
Psychology, Business

University of London   2005 — 2005

Matt Raisman Matt Raisman Miami/Fort Lauderdale Area Details
Matt Raisman's Lincoln Financial Distributors Experience July 2014 - Present
Job External Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   July 2014 - Present
Lincoln Financial Distributors   August 2013 - July 2014
Lincoln Financial Distributors   July 2010 - July 2013
Lincoln Financial Distributors   2007 - June 2010
Morgan Stanley Smith Barney  October 2004 - May 2007
Alpha Epsilon Pi Fraternity  2003 - 2007

Skills
Series 6, Series 63, Life & Health Insurance..., CLTC, Team Leadership, Leadership, Series 26, Sales, Business Planning, Insurance, Investments

Education
Temple University - Fox School of Business and Management   2003 — 2007
Bachelors of Science, Marketing

Roland King Roland King Greater Philadelphia Area Details
Roland King's Lincoln Financial Distributors Experience September 2002 - June 2009
Job Regional Sales Consultant, at Prudential
Industry Financial Services
Experience
Prudential Financial  April 2011 - Present
Lincoln Financial Distributors   September 2002 - June 2009
Lincoln Financial Distributors   2002 - 2009

Skills
Series 63, Series 6, Retirement Planning, Retirement, Investments

Education
Temple University   1991 — 1995

Afiya Ricks Afiya Ricks Greater New York City Area Details
Afiya Ricks's Lincoln Financial Distributors Experience February 2012 - Present
Job OWNER of AMR Consulting Services, LLC
Industry Management Consulting
Experience
AMR CONSULTING SERVICES   January 2006 - Present
Lincoln Financial Distributors   February 2012 - Present
Van Kampen Investments  September 1999 - November 2011
Van Kampen Funds  January 1999 - November 2011
PaineWebber (UBS Financial)   September 1997 - September 1999
Foote, Cone and Belding  May 1997 - September 1997

Skills
Public Speaking, Sales, Marketing, Unit Investment Trusts, Mutual Funds, Indexed Annuities, Variable Annuities, Series 63, Series 7, Fixed Annuities, Asset Allocation, Alternative Investments, Customer Service

Education
Smith College   1993 — 1997
Bachelor of Arts (B.A.), Psychology

LAKE FOREST ACADEMY   1990 — 1993

Frank Urso Frank Urso Greater Philadelphia Area Details
Frank Urso's Lincoln Financial Distributors Experience January 2006 - December 2009
Job Regional Life Planning Specialist at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln  2010 - Present
Lincoln Financial Distributors   January 2006 - December 2009
Lincoln Financial Distributors   1998 - 2004
Lincoln Financial Group  1998 - 2003

Skills
Insurance,, Fixed Annuities, Variable Annuities, Life Insurance, Mutual Funds, Financial Planning, Wealth Preservation, Wealth Transfer, Business Planning, Series 63, Series 6, series 26, series 22

Education
The American College   1991 — 1995
Master of Science in Financial Services, Taxes/Estate Planning and Financial Services Management

Nick Costantino Nick Costantino Philadelphia, Pennsylvania Details
Nick Costantino's Lincoln Financial Distributors Experience April 2008 - Present
Job Internal Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   April 2008 - Present
Delaware Investments, a member of the Macquarie Group  September 2006 - April 2008
USI Colburn   September 2004 - September 2006

Skills
Series 6, Series 63, Series 65, Mutual Funds

Education
St. Joseph's University   1987 — 1994
Bachelor's degree, Psychology

Holy Ghost Prep School   1983 — 1987

Larry Romano Larry Romano Greater Philadelphia Area Details
Larry Romano's Lincoln Financial Distributors Experience 2004 - 2009
Job Regional Sales Manager Mid Atlantic Providing Advisors with the Ultimate 21st Century Client Deliverable
Industry Financial Services
Experience
eMoney Advisor  June 2012 - Present
Prudential Financial  January 2009 - December 2009
Lincoln Financial Distributors   2004 - 2009

Skills
Fixed Annuities, Series 63, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Financial Planners, Software, Series 7, Series 6, Variable Annuities, Territory Account..., Sales, Investments, Management, Financial Services, Securities, Marketing Communications, Insurance, Asset Allocation, Relationship Management, 401k, Investment Strategies, Strategic Financial..., Alternative Investments, Financial Planning

Education
St. Joseph's University   1991 — 1995
Bachelor's Degree, Psychology

St. Joseph's Prep   1986 — 1990
High School

Christine Baron Christine Baron Fort Wayne, Indiana Area Details
Christine Baron's Lincoln Financial Distributors Experience 1997 - Present
Job Strategic Relationship Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   1997 - Present

Skills
Retirement, Retirement Plan..., 401k, Series 6, Series 63, Defined Benefit, Retirement Planning, Series 65, Pensions, Mutual Funds, Defined Contribution, Series 7, Fixed Annuities

Education
Savannah College of Art and Design
BFA, Historic Preservation

Robert Hopper Robert Hopper Somerville, Massachusetts Details
Robert Hopper's Lincoln Financial Distributors Experience May 2007 - September 2009
Job Internal Wholesaler at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  October 2009 - Present
Lincoln Financial Distributors   May 2007 - September 2009

Education
Rosemont College   2005 — 2006

University of South Carolina-Columbia   2001 — 2004

Sara Thurston Sara Thurston Greater Philadelphia Area Details
Sara Thurston's Lincoln Financial Distributors Experience March 2005 - April 2009
Job Freelance marketing and content copywriter
Industry Marketing and Advertising
Experience
Sara Thurston Marketing Communications   October 2009 - Present
Lincoln Financial Distributors   March 2005 - April 2009
Sara Thurston Marketing Communications   June 1983 - March 2005
Elkman Advertising  1982 - 1983

Skills
Copywriting, Advertising, Direct Mail, Marketing Communications, Email Marketing, Newsletters, Social Media Marketing, Direct Marketing, Social Media, Blogging, Brochures, Web Content, Brand Developement, Brand Development, Marketing Strategy, Marketing, Content Strategy, Digital Strategy, Creative Strategy, B2B, Corporate Branding, Online Advertising

Education
Temple University
BS, Communications & Theatre

Jeff Gleason Jeff Gleason Greater Philadelphia Area Details
Jeff Gleason's Lincoln Financial Distributors Experience November 2003 - September 2007
Job Agent at Allstate Wicka Agency
Industry Financial Services
Experience
Allstate  February 2015 - Present
Gleason's Insurance Solutions, Inc.   September 2014 - January 2015
State Farm  January 2014 - August 2014
First Heartland Capital, Inc.   January 2013 - April 2013
Athene Annuity & Life Assurance Company  October 2011 - October 2012
Pacer Financial  January 2011 - October 2011
The Office Bar and Grille  December 2009 - August 2010
Waynesborough Country Club  July 2008 - November 2009
PPB Advisors   November 2007 - July 2008
Lincoln Financial Distributors   November 2003 - September 2007

Skills
Series 7, Fixed Annuities, Financial Services, Sales, Variable Annuities, Mutual Funds, Life Insurance, Investment Strategies, Securities, ETFs, Separately Managed..., Long-term Care, Fixed Income, Term Life Insurance, Long Term Care Insurance, Whole Life, Personal Financial..., Qualified Retirement..., IRAs, Insurance, Life, Indexed Annuities, Universal Life

Education
Shippensburg University of Pennsylvania   1990 — 1994
Bachelor of Science, Finance

Matt Majewski Matt Majewski Portland, Oregon Area Details
Matt Majewski's Lincoln Financial Distributors Experience November 2010 - September 2013
Job Regional Life Specialist at AIG
Industry Financial Services
Experience
American General Life Companies  September 2013 - Present
Lincoln Financial Distributors   November 2010 - September 2013
Financial Service Area   December 2009 - October 2010
New York Life Insurance Company  June 2007 - November 2009
Transamerica Life Insurance Company  2004 - 2006
Federated Investors  April 1996 - June 2004

Skills
Retirement Planning, Long Term Care Insurance, Investments, Series 7, Mutual Funds, Series 63, Series 6, Fixed Annuities, Retirement, Wealth Management, Asset Allocation, Variable Annuities, Separately Managed..., FINRA, Series 65, IRAs, Guaranteed Lifetime...

Education
Robert Morris University   1993 — 1995
Bachelor Of Science in Business Administration, Accounting

Daniel Cianci III Daniel Cianci III Greater Philadelphia Area Details
Daniel Cianci III's Lincoln Financial Distributors Experience February 2009 - June 2013
Job Regional RIA Channel Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  July 2013 - Present
Lincoln Financial Distributors   February 2009 - June 2013
Lincoln Financial Distributors   January 2006 - February 2009
Wachovia Securities  June 2003 - January 2006
Merrill Lynch  March 2002 - June 2003
Bancroft NeuroHealth  August 1998 - March 2002

Skills
Regional Development, Salesforce.com, Fugent.com, Sales Strategies, Lead Generation, Needs Assessment, Creative Problem Solving, Retirement Income..., Solutions Selling, Wealth Management, Training & Development, Market Research, Retirement Solutions, Product Marketing, Territory Management, Key Account Management, Relationship Management, Consultative Selling, Process Improvement, Client Service, Sales Presentations, Recruiting, Photography, Social Networking, Strategic Planning, FINRA, Series 6, Series 63, Leadership Development, PowerPoint, Financial Planning, Retirement Planning, Data Profiling, Graphic Design, Team Leadership, Public Speaking, National Account..., Time Management, Business Plan..., Direct Sales, Due Diligence, Logistics, Consultation, National Account Sales

Education
Wake Forest University
BA, Communication, Concentration in Business

Burlington County College
A.A.S, Graphic Design & Digital Media

Kevin Powers Kevin Powers Greater Philadelphia Area Details
Kevin Powers's Lincoln Financial Distributors Experience June 2014 - Present
Job Senior Marketing Consultant at Lincoln Financial Distributors
Industry Think Tanks
Experience
Lincoln Financial Distributors   June 2014 - Present
Combined Worksite Solutions  October 2013 - June 2014
Waddell and Reed Associates   April 2013 - February 2014
Hartford Mutual Funds  March 2012 - September 2012
Prudential Annuities  April 2010 - January 2012
Capital Tax and Financial Services, Inc,   February 2009 - September 2010
PLANCO/The Hartford Financial Services   July 2007 - December 2008
PLANCO/The Hartford Financial Services   January 2004 - July 2007
PLANCO/The Hartford Financial Services   August 2001 - January 2004

Skills
Public Speaking, Helping people avoid..., Customer Service, Microsoft Excel, Insurance, Sales, Marketing, Finance, Management, Training, Investments, Leadership, Retirement, Fixed Annuities, Retirement Planning, Employee Benefits, Mutual Funds, Life Insurance

Education
Shippensburg University of Pennsylvania   1999 — 2000

Great Valley High School

John Higgins Jr. John Higgins Jr. Greater Philadelphia Area Details
John Higgins Jr.'s Lincoln Financial Distributors Experience August 2015 - Present
Job Marketing Project Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   August 2015 - Present
Lincoln Financial Distributors   February 2013 - August 2015
Lincoln Investment Planning  October 2010 - December 2012
United States Marine Corps Reserve  July 2005 - July 2011

Skills
Leadership, Social Media Marketing, Microsoft Office, Digital Marketing, Morningstar Principia, IBM AS/400, Firefighter I & II, Marketing Research, CRM, Salesforce.com

Education
Temple University - Fox School of Business and Management   2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing

Wissahickon High School

Shannon Mitchell Shannon Mitchell Greater Philadelphia Area Details
Shannon Mitchell's Lincoln Financial Distributors Experience October 2009 - Present
Job Project Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   October 2009 - Present
Lincoln Financial Distributors   September 2007 - October 2009
PNC Financial Services Group  May 2007 - August 2007

Skills
Salesforce.com..., Event Planning, Project Management, SDLC, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Team Leadership, Microsoft Word, Outlook

Education
Shippensburg University of Pennsylvania   2003 — 2007
Bachelors, Business

Neshaminy High School   2000 — 2003

Michael Azzaro Michael Azzaro Phoenix, Arizona Details
Michael Azzaro's Lincoln Financial Distributors Experience March 2001 - October 2002
Job Vice President, Market Sales Manager Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  July 2015 - Present
BBVA Compass  February 2013 - July 2015
Credit Union Financial Network   March 2009 - November 2011
Pacific Life  October 2002 - December 2008
Lincoln Financial Distributors   March 2001 - October 2002
Nationwide Financial  August 1998 - March 2001

Skills
Wealth Management, Investments, Retirement, Sales Management, Leadership, Marketing, Sales Coaching, Personal Financial..., Series 7, Series 24, Series 63, Series 65, Variable Annuities, Mutual Funds, Fixed Annuities, Insurance, Regulatory Compliance, Trade Compliance, Financial Services

Education
Southern Oregon University
Business and Communications

Ben Chera Ben Chera Greater Philadelphia Area Details
Ben Chera's Lincoln Financial Distributors Experience July 2013 - Present
Job Senior Internal Sales Specialist at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   July 2013 - Present
Lincoln Financial Group  July 2013 - June 2015
Town Sports International  June 2014 - March 2015
Paul Bunyan CrossFit   January 2014 - March 2014
Net Impact  August 2012 - May 2013
Naval Reserve Officer Training Corps  September 2009 - August 2011

Skills
Public Speaking, Leadership, Sales, Microsoft Office, Marketing, Social Media, Social Networking, CrossFit, Customer Service, Networking, Economics, Event Management, Blogging, Sustainability, Fundraising, Management, Training, Event Planning, Personality, Community Outreach, Cpr Certified, Video Editing, Nonprofits, Public Relations, Writing, Series 6, Certified Personal..., CrossFit Level 1 Trainer, Entrepreneurship, Program Management, Sales Force, MS Office Suite, Series 63, Constant Contact, WordPress, Innovation, Strategic Consulting, Cold Calling, Closing Abilities, Relationship Building

Education
Temple University   2009 — 2013
BA, Business Economics

University of Missouri-Saint Louis   2008 — 2009
BA, Business

Conestoga High School   2004 — 2008

St. Norberts   2001 — 2004

Aarya(Dharti) Patel Aarya(Dharti) Patel New York, New York Details
Aarya(Dharti) Patel's Lincoln Financial Distributors Experience June 2007 - May 2009
Job Sr. Software system analyst at FINRA
Industry Information Technology and Services
Experience
Citi  June 2012 - September 2013
Bank of America-Merrill Lynch  March 2011 - July 2012
Microsoft  May 2010 - February 2011
Merrill Lynch  January 2010 - October 2010
Lincoln Financial Distributors   June 2007 - May 2009
J.P. Morgan   August 2006 - April 2007

Education
Stevens Institute of Technology   2011 — 2012
Master of science, Finance, General

Government Engineering College , Gujarat   2003 — 2005
Computer Science

James Yocom James Yocom Huntington Beach, California Details
James Yocom's Lincoln Financial Distributors Experience February 2012 - Present
Job Vice President, Senior Financial Advisor, Unionbanc Investment Services
Industry Financial Services
Experience
Lincoln Financial Distributors   February 2012 - Present
Legg Mason Capital Management  October 2009 - November 2010
Sun Life Financial  February 2005 - July 2009
Nationwide Financial  March 2000 - February 2005

Skills
Wealth Management, Series 63, Sales, Series 7, Mutual Funds

Education
Temple University - Fox School of Business and Management
Bachelor Degree, Finance and Marketing

Brian Negrete Brian Negrete Greater San Diego Area Details
Brian Negrete's Lincoln Financial Distributors Experience August 2005 - Present
Job Regional Marketing Director (Wholesaler) at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   August 2005 - Present
PLANCO  May 2001 - July 2005
First Allied Securities  January 1999 - April 2001
Portland Pride   January 1996 - December 1997
San Diego Sockers  January 1993 - December 1995

Skills
Series 63, Mutual Funds, Series 7, Retirement Planning, Fixed Annuities, Retirement, Wealth Management, Investments, Marketing Strategy, Strategic Financial..., Sales, Financial Services, Asset Allocation, Strategic Planning, Variable Annuities, Financial Risk, Soccer, High jump, Triple jump, Football, Financial Planning

Education
San Diego State University-California State University   1988 — 1992
Bachelor of Applied Science (BASc), Physical Education Teaching and Coaching

El Cajon Valley High School

Michael Haskell Michael Haskell San Francisco Bay Area Details
Michael Haskell's Lincoln Financial Distributors Experience March 2004 - January 2005
Job User Experience Designer
Industry Computer Software
Experience
LiveOps  July 2014 - March 2015
LiveOps  March 2012 - July 2014
LiveOps  July 2010 - March 2012
VMWare, Inc.   January 2007 - April 2010
Teneros, Inc.   March 2006 - November 2006
CGNET  January 2006 - March 2006
Lincoln Financial Distributors   March 2004 - January 2005
OneChannel, Inc   February 2000 - November 2003

Skills
Interaction Design, User Interface Design, User Experience, User Experience Design, User Experience Testing, Usability, Usability Testing, Agile Methodologies, HTML, HTML 5, CSS, CSS3, User Research, XML, Web Applications, Heuristic Evaluation, User-centered Design, Wireframes, Contextual Inquiry, User Interface, Mobile Applications, Information Architecture, jQuery UI, REST, Ruby on Rails, Scrum, Enterprise Software, jQuery, Paper Prototyping, Wire Framing, Human Computer..., Usability Engineering, User Scenarios, OmniGraffle, Visual Design, Mobile Design, Mobile Devices, HTML5

Education
Rutgers, The State University of New Jersey-New Brunswick   1991 — 1995
Bachelor of Arts (B.A.)

Katie Denton Katie Denton Ambler, Pennsylvania Details
Katie Denton's Lincoln Financial Distributors Experience January 2015 - Present
Job Inbound Sales Representative at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors   January 2015 - Present
Kerber Insurance Associates, LLC   August 2013 - January 2015
Empire Racing, Inc.   December 2012 - November 2013

Skills
Sales, Customer Service, Communication, Computer-literate..., Time Management, Insurance, Organizational..., Public Speaking, Team Motivation, Strategic Planning, Budgets, Client Rapport, Securities

Education
Temple University   2012 — 2014
Bachelor of Arts (B.A.), Criminal Justice

Danielle Kelly Danielle Kelly Greater Philadelphia Area Details
Danielle Kelly's Lincoln Financial Distributors Experience April 2014 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   April 2014 - Present
Lincoln Financial Distributors   January 2011 - April 2014
Lincoln Financial Distributors   April 2010 - December 2010
Upland Mortgage  June 2004 - July 2005
Wachovia Securities  May 2003 - December 2003

Skills
Series 6, Series 63, Salesforce.com, Annuity Sales, Variable Annuities, Investments, Sales, Cold Calling, Retirement Planning, Training, Marketing, Sales Operations, Fixed Annuities, Financial Services, Financial Planning, Insurance

Education
Temple University
BSBA, Finance

Millersville University of Pennsylvania

Dennis McGann Dennis McGann Greater Philadelphia Area Details
Dennis McGann's Lincoln Financial Distributors Experience January 2015 - Present
Job Internal 401(k) Sales Consultant at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   January 2015 - Present
Lincoln Financial Distributors   January 2014 - January 2015
The 401K Rollover Store   February 2012 - December 2013
Hertz Local Edition  March 2007 - February 2012
Temple University Football  December 2005 - January 2007

Skills
Retirement Planning, 401k, Microsoft Excel, Insurance, IRAs, Disability Insurance, Life Insurance, Fixed Annuities, College Funding..., Health Insurance, Pensions, 403 b, Morningstar, Salesforce.com

Education
Temple University - Fox School of Business and Management   2005 — 2007
BA, Human Resources

St. Joseph's Prep   2002 — 2006

Steve Waters Steve Waters Las Vegas, Nevada Area Details
Steve Waters's Lincoln Financial Distributors Experience April 2008 - September 2009
Job Senior Salesforce.com Developer / Architect / Consultant
Industry Computer Software
Experience
Genentech  April 2014 - Present
Unisys  February 2014 - March 2014
Acumen Solutions  September 2013 - January 2014
Genentech  July 2012 - August 2013
Revitas  April 2011 - September 2012
LifeShield, Inc.   September 2011 - August 2012
TicketLeap.com   September 2009 - August 2012
AXIS Global Accident & Health   February 2012 - June 2012
Lincoln Financial Distributors   April 2008 - September 2009
GMAC Home Services  2006 - 2008

Skills
Salesforce.com, JavaScript, CSS, HTML, Cloud Computing, SQL, AJAX, MySQL, Java, XML, SaaS, Web Services, jQuery, C#, Microsoft SQL Server, CRM, PHP, Business Analysis, Databases, .NET, Software Development, Integration

Education
Temple University
BS

Mary Harris Mary Harris Dallas/Fort Worth Area Details
Mary Harris's Lincoln Financial Distributors Experience November 2003 - May 2006
Job Financial Advisor at FullCircle Wealth
Industry Financial Services
Experience
FullCircle Wealth   January 2015 - Present
BBVA Compass Investment Solutions  June 2013 - January 2015
AXA Equitable  November 2011 - April 2013
ING  October 2007 - December 2010
MassMutual Financial Group  2006 - 2007
Lincoln Financial Distributors   November 2003 - May 2006

Skills
Fixed Annuities, Series 7, Series 63, Mutual Funds, Series 6, Retirement Planning, Series 65, Retirement, Variable Annuities, Securities, Investments, Asset Allocation, Insurance, Strategic Financial..., Wealth Management, Life Insurance

Education
University of North Texas   2000 — 2001
Bachelor of Business Administration (B.B.A.), Finance

Texas Tech University   1997 — 1999

Naaman Forest High School

Naaman Forest High School

Michael Dresh Michael Dresh Greater Philadelphia Area Details
Michael Dresh's Lincoln Financial Distributors Experience January 2001 - December 2001
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life  December 2001 - Present
Lincoln Financial Distributors   January 2001 - December 2001
Delaware Investments, a member of the Macquarie Group  December 1999 - December 2000

Skills
Series 63, Series 7, Annuities, Mutual Funds, Public Speaking, Retirement Income..., Investments, Alternative Investments, Retirement, Fixed Annuities, Separately Managed..., Series 6, Variable Annuities, Retirement Planning, Strategic Financial..., Wealth Management

Education
Salisbury State University   1989 — 1991
Bachelor of Science, Business Administration

Widener University   1987 — 1989

Steven J. Vasquez, PMP Steven J. Vasquez, PMP Greater Philadelphia Area Details
Steven J. Vasquez, PMP's Lincoln Financial Distributors Experience 2012 - Present
Job
Industry Financial Services
Experience
Lincoln Financial Distributors   2012 - Present
Lincoln Financial Group  2010 - 2012
GSI Commerce  2005 - 2010
Keller Williams Real Estate  2003 - 2010
Independence Blue Cross  2004 - 2005
GE Commercial Finance  2004 - 2004
Aetna  2001 - 2002
Cambridge Technology Partners  1996 - 2001
Reality Online  1993 - 1996
Dendrite Americas   1993 - 1993

Skills
Project Portfolio..., Program Management, PMO, PMI, PMP, Governance, Software Development..., Project Planning, Mentoring, Decision Support, Data Analysis, Business Objects, Cognos ReportNet, SharePoint, Excel, Access, VBA, MS Project, Microsoft Excel, Project Management, Project Delivery, Cross-functional Team..., Integration, Data Warehousing, Software Development, ITIL, Business Analysis, SDLC

Education
San Diego State University-California State University   1980 — 1983
BA, Computer Science

Matt Wroblewski Matt Wroblewski Greater Philadelphia Area Details
Matt Wroblewski's Lincoln Financial Distributors Experience April 2005 - September 2009
Job Director of Market Research & Voice of the Customer
Industry Wholesale
Experience
VWR International  September 2009 - Present
Lincoln Financial Distributors   April 2005 - September 2009
Lincoln Financial Distributors   April 2005 - October 2008
Lincoln Financial Distributors   May 2004 - April 2005
Lincoln Financial Distributors   December 2000 - April 2004

Skills
Analytics, Segmentation, Strategy, Market Research, Marketing Research, Customer Insight, Voice of the Customer, Marketing Strategy, Analysis, Business Development, Business Intelligence, Customer Satisfaction, Data Analysis, Management, Cross-functional Team..., Survey Design, Statistics, Employee Engagement, Program Management, Customer Retention, Market Analysis, Team Building, Business Strategy, Leadership, Customer Acquisition, Product Marketing, Net Promoter Score, Data Mining, Competitive Analysis, Customer Analysis, Customer Experience

Education
Villanova University   2001 — 2004
Master of Business Administration (M.B.A.), MBA

Temple University   1994 — 1997
BA, History

Lauren A. Peck Lauren A. Peck Greater Philadelphia Area Details
Lauren A. Peck's Lincoln Financial Distributors Experience 2011 - 2013
Job Event Production Specialist
Industry Events Services
Experience
LeapStarr Productions   2014 - Present
Lincoln Financial Distributors   2011 - 2013
Lincoln Financial Distributors   2010 - 2011
Creative Financial Group  2007 - 2010

Skills
Marketing Strategy, Marketing Communications, Account Management, Marketing, Event Management, Marketing Management, B2B, Leadership, Business Development, Sales, Social Networking, Public Relations, Set Design, Set Construction, Social Media, Management, Social Media Marketing, Trade Shows, Event Planning

Education
Saint Joseph's University   2003 — 2007
Bachelor of Science (BS), Marketing - Communications Track

Kristin Leverone Kristin Leverone Hartford, Connecticut Area Details
Kristin Leverone's Lincoln Financial Distributors Experience February 2008 - Present
Job Regional Life Specialist at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors   February 2008 - Present
The Hartford  2006 - 2008
The Hartford  2004 - 2006
The Hartford  2003 - 2004

Skills
Series 6, Insurance, Series 63, Life Insurance, Term Life Insurance, Estate Planning, Public Speaking, Cross Selling, Workshop Facilitation, General Insurance

Education
Skidmore College   1998 — 2002
BS, Business Management

Jake O'Brien Jake O'Brien Devon, Pennsylvania Details
Jake O'Brien's Lincoln Financial Distributors Experience May 2014 - August 2014
Job Mutual Fund Services Representative at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  June 2015 - Present
Lafayette College  August 2011 - Present
Lincoln Financial Distributors   May 2014 - August 2014
Kildare Capital, Inc  May 2012 - August 2012

Skills
PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Research, Finance, Social Media, Facebook, Data Analysis, Communication, Bloomberg Software

Education
Lafayette College   2011 — 2015
Bachelor of Arts (B.A.), Economics and Policy Studies (double-major)

The London School of Economics and Political Science (LSE)   2013 — 2013

St. Joseph's Preparatory School   2007 — 2011

Wesley Williams, CIMA ® Wesley Williams, CIMA ® Greater Philadelphia Area Details
Wesley Williams, CIMA ®'s Lincoln Financial Distributors Experience October 2001 - July 2005
Job Vanguard Regional Sales Manager
Industry Financial Services
Experience
Vanguard  August 2005 - Present
Lincoln Financial Distributors   October 2001 - July 2005
Delaware Investments, a member of the Macquarie Group  May 1999 - September 2001
AllianceBernstein  May 1993 - April 1999

Skills
Wealth Management, Investment Strategies, Asset Managment, Investments, Series 65, Mutual Funds, ETFs, Series 7, Series 24, Series 63, MBA, CIMA, 401k, Asset Allocation, Asset Management, Financial Advisory, Investment Advisory, Retirement, Retirement Planning, Separately Managed...

Education
Saint Joseph's University - Erivan K. Haub School of Business   2007 — 2011
MBA, Finance

Villanova University   1987 — 1991
BA, Economics

Francis Quinn Francis Quinn Greater Philadelphia Area Details
Francis Quinn's Lincoln Financial Distributors Experience 2007 - 2009
Job National Account Executive at Organogenesis
Industry Biotechnology
Experience
Organogenesis  May 2011 - Present
TMS Health  January 2009 - May 2011
Lincoln Financial Distributors   2007 - 2009
Cardinal Health  2005 - 2007
Merck & Co.   2004 - 2005
Merck & Co  1999 - 2004
Merck & Co  1997 - 1999
Merck & Co  1995 - 1997
Muro Pharmaceutical  1991 - 1995

Skills
Pharmaceutical Sales, Hypertension, Cardiology, Account Management, Product Launch, Managed Care, Marketing Strategy, Biotechnology, Strategy, Buy & Bill, Launch Experience, Field Force..., Pharmaceutical Industry, Diabetes, Urology, Gastroenterology, Sales Effectiveness, Hospital Sales, Sales Force Development, Medical Devices, Rheumatology, Infectious Diseases, Dermatology, Market Access, Pulmonology, Nephrology, Commercialization, Capital Equipment

Education
University of Pennsylvania - The Wharton School   2006 — 2006
Executive Education, Strategy

Saint Leo University   1987 — 1991

Mai Skyles, MBA Mai Skyles, MBA Washington D.C. Metro Area Details
Mai Skyles, MBA's Lincoln Financial Distributors Experience January 2005 - December 2008
Job Regional Vice President at Nationwide
Industry Financial Services
Experience
Nationwide Financial  January 2012 - Present
PNC  June 2009 - December 2011
Lincoln Financial Distributors   January 2005 - December 2008
Merrill Lynch  June 2002 - December 2004

Skills
Series 7, Series 63, Alternative Investments, Financial Services, Fixed Annuities, Retirement Planning, Business Development, Investments, Securities, Sales, Variable Annuities, Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management

Education
The Johns Hopkins University - Carey Business School   2011 — 2013
MBA, Interdisciplinary with Concentration in Finance

University of Virginia
B.A., Russian Studies

Suffield Academy

Joe Santone Joe Santone Greater Philadelphia Area Details
Joe Santone's Lincoln Financial Distributors Experience September 2008 - April 2009
Job Project Manager at Comcast Cable
Industry Information Technology and Services
Experience
Comcast Cable  April 2009 - Present
Lincoln Financial Distributors   September 2008 - April 2009
Campbell Soup Company  1995 - 2007
Campbell Soup Company  1990 - 1998

Education
Rowan University   1984 — 1988
BS, Computer Science

Clare Castro Clare Castro Greater Philadelphia Area Details
Clare Castro's Lincoln Financial Distributors Experience May 2014 - Present
Job Executive Administrative Coordinator at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   May 2014 - Present
Lincoln Financial Group  October 2007 - May 2014
ARAMARK  June 2002 - September 2007
Pilot Air Freight  February 1997 - June 2002

Skills
Microsoft Office, Event Planning, Project Management, Project Coordination, Heavy Calendaring, Travel Planning, Microsoft Excel, PowerPoint, Budget Forecasts, Recruiting, Human Resources, Employee Relations, Organizational..., Employee Benefits, Internal Communications, Corporate Communications, Event Management

Education
Saint Joseph's University   1992 — 1995
Bachelor of Science, Business Administration

Jim Barton, CIMA® Jim Barton, CIMA® Greater Philadelphia Area Details
Jim Barton, CIMA®'s Lincoln Financial Distributors Experience January 2005 - June 2007
Job Director of Sales and Marketing at AlphaOne Capital Partners LLC
Industry Financial Services
Experience
AlphaOne Capital Partners LLC  September 2015 - Present
State Street Global Advisors  September 2013 - August 2015
Horizon Investments  August 2011 - December 2012
Delaware Investments  June 2007 - July 2011
Lincoln Financial Distributors   January 2005 - June 2007

Skills
Marketing, Management, Variable Annuities, Mutual Funds, Asset Allocation, Leadership, Separately Managed..., Equities, Sales, Investments, Series 63, Series 65, Series 7, Series 6, Fixed Income, Fixed Annuities, Insurance, Strategic Planning, Wealth Management, Securities, Asset Management, Portfolio Management

Education
Saint Joseph's University

David Frank, CIMA David Frank, CIMA Greater Philadelphia Area Details
David Frank, CIMA's Lincoln Financial Distributors Experience 1998 - 2007
Job Wholesaler, Select Sector SPDR ETFs MidAtlantic
Industry Financial Services
Experience
Select Sector SPDR ETFs   2008 - Present
Lincoln Financial Distributors / Delaware Investments   1998 - 2007
Lincoln Financial Distributors   1998 - 2007

Education
Temple University

Casey Morris Casey Morris Greater Philadelphia Area Details
Casey Morris's Lincoln Financial Distributors Experience Inst'l Sales CoordinatorJanney Montgomery ScottFebruary 2000 - March 2001
Job Marketing Manager, Life Insurance at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Distributors   Inst'l Sales CoordinatorJanney Montgomery ScottFebruary 2000 - March 2001

Education
Temple University - Fox School of Business and Management   1994 — 1999

Liz Tarter Liz Tarter Greater Philadelphia Area Details
Liz Tarter's Lincoln Financial Distributors Experience September 2012 - Present
Job Director, Creative Operations at Lincoln Financial Distributors
Industry Publishing
Experience
Lincoln Financial Distributors   September 2012 - Present
Lincoln Financial Group  November 2009 - September 2012
South Jersey Magazine  February 2009 - November 2009
Merrill Lynch  March 2007 - May 2008
Merrill Lynch  November 2004 - March 2007
Merrill Lynch  November 2001 - November 2004
Merrill Lynch  June 2000 - November 2001
Merrill Lynch  November 1998 - June 2000
Merrill Lynch  October 1990 - November 1998

Skills
Strategy, Marketing, Management, Leadership, Competitive Analysis, Integrated Marketing, Advertising, Project Management, Training, Marketing Management, Budgets, Sales, Product Development, Time Management, Finance, Portfolio Management, Financial Services, Outlook, Series 7, Series 63

Education
Rider University   1993 — 1996
MBA

Rutgers University-New Brunswick   1986 — 1990

Michael Litz, CIMA® Michael Litz, CIMA® Greater Philadelphia Area Details
Michael Litz, CIMA®'s Lincoln Financial Distributors Experience 2007 - 2009
Job Nonprofit Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard  November 2014 - Present
Vanguard  June 2013 - December 2014
Vanguard  October 2011 - June 2013
Vanguard  November 2010 - October 2011
AXA Advisors  2009 - January 2011
Lincoln Financial Distributors   2007 - 2009
SEI  July 2004 - May 2007
Richmond Financial Services   January 2004 - July 2004
United States Secret Service  April 2003 - January 2004
Towers Perrin  January 2003 - April 2003

Skills
ETFs, Variable Annuities, Life Insurance, Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Series 65, Investments, Wealth Management, Securities, Separately Managed..., Insurance, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Asset Allocation, Alternative Investments, Financial Analysis, Series 6, Finance

Education
Villanova University   2007 — 2014
MBA, Business Administration and Management, General

The George Washington University - School of Business   1997 — 2001
B.B.A, Business Administration and Management, General

Lorin Greber Lorin Greber Washington D.C. Metro Area Details
Lorin Greber's Lincoln Financial Distributors Experience September 2006 - February 2008
Job Manager at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority  April 2012 - Present
Financial Balance Group   March 2011 - May 2012
The Washington Group  July 2008 - April 2011
Lincoln Financial Distributors   September 2006 - February 2008

Skills
Series 7, Strategic Planning, Annuities, Retirement Planning, Investments, Succession Planning, Financial Planning, Coaching, Team Building, Strategic Financial..., Fixed Annuities

Education
Shippensburg University of Pennsylvania   1987 — 1991
Bachelor of Science, Business Administration

Cecilia Celebran Cecilia Celebran Hartford, Connecticut Area Details
Cecilia Celebran's Lincoln Financial Distributors Experience 2000 - 2007
Job AVP/Director, Life Underwriting at AXA US
Industry Insurance
Experience
AXA US  July 2014 - Present
Principal Financial Group  July 2007 - Present
Guardian Life Insurance Company  July 2009 - July 2014
Lincoln Financial Distributors   2000 - 2007
Centrelink  2000 - 2002

Skills
Insurance, Underwriting, Disability Insurance, Life Insurance, Reinsurance, Marketing Strategy, Claim, Health Insurance, Term Life Insurance, Claims Management, Property & Casualty..., Brokers, Risk Management, Accident, Fixed Annuities, Casualty, Liability, Actuarial Science, Commercial Insurance, Whole Life, Employee Benefits, Long-term Care, Financial Risk, General Insurance

Education
Rensselaer Polytechnic Institute at Hartford   1995 — 1999
MS Management

Chris Callahan Chris Callahan Greater New York City Area Details
Chris Callahan's Lincoln Financial Distributors Experience October 2007 - February 2009
Job Vice President, Retirement Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2011 - Present
Merrill Lynch  November 2009 - June 2011
Lincoln Financial Distributors   October 2007 - February 2009
Evergreen Investments  September 2005 - October 2007
Merrill Lynch  July 2001 - August 2004

Skills
401k, Financial Advisory, Relationship Management, Mutual Funds, Fixed Annuities, Retirement, Retirement Planning

Education
Rutgers University-New Brunswick   1982 — 1986
Bachelor's degree, Economics

Bill Mangoni ChFC®, CLU®, MBA Bill Mangoni ChFC®, CLU®, MBA Greater Philadelphia Area Details
Bill Mangoni ChFC®, CLU®, MBA's Lincoln Financial Distributors Experience August 2013 - Present
Job Internal Sales Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   August 2013 - Present
Lincoln Financial Group  March 2012 - August 2013
Delaware Investments  January 2010 - February 2012
Lincoln Financial Distributors   January 2009 - December 2009
Lincoln Financial Distributors   January 2008 - December 2008
Lincoln Financial Distributors   May 2003 - January 2008

Skills
Series 63, Mutual Funds, Series 7, Series 6, Fixed Annuities, Retirement Planning, Wealth Management, Investments, Life Insurance, Series 65, Variable Annuities

Education
Temple University - Fox School of Business and Management   2001 — 2005
Master of Business Administration (MBA), Marketing/Finance

Temple University   1985 — 1989
Bachelor of Arts (BA), Communications

Michael J. Wulfert Michael J. Wulfert Sacramento, California Area Details
Michael J. Wulfert's Lincoln Financial Distributors Experience January 2008 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   January 2008 - Present
Wells Fargo  December 2002 - January 2008
CalFed Investments   January 1999 - December 2002
Bank of America  December 1997 - January 1999
Select Advisors, Inc. RIA/Pensys Inc.   October 1995 - December 1997

Skills
Insurance, Investments, Wealth Management, Life Insurance, Financial Services

Education
Regis University
Bachelor of Science, Business Administration Finance - Magna Cum Laude

Eric Norton Eric Norton United States Details
Eric Norton's Lincoln Financial Distributors Experience February 2004 - May 2007
Job at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  April 2011 - Present
JP Morgan Chase  September 2009 - March 2011
Wholesaler Connect   January 2009 - March 2011
Independent  March 2007 - December 2008
Lincoln Financial Distributors   February 2004 - May 2007
PLANCO / The Hartford   2002 - 2004

Skills
Sales, Strategic Partnerships, Leadership, CRM, Competitive Analysis, Insurance, Strategy, Investments, New Business Development, Fixed Annuities, Management, Marketing

Education
Skidmore College   1997 — 2001
Business Major

Noreen Fitzpatrick Noreen Fitzpatrick Greater Philadelphia Area Details
Noreen Fitzpatrick's Lincoln Financial Distributors Experience March 2009 - Present
Job Head of Client Experience Group, Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   March 2009 - Present
Merrill Lynch  May 1987 - March 2009

Education
Rutgers University-New Brunswick   1980 — 1984
BA, Economics

Judimarie Thomas Judimarie Thomas Greater Philadelphia Area Details
Judimarie Thomas's Lincoln Financial Distributors Experience 2004 - 2006
Job Senior Director, External Affairs at Independence Blue Cross
Industry Hospital & Health Care
Experience
Independence Blue Cross  June 2006 - Present
Lincoln Financial Distributors   2004 - 2006
Lincoln Financial Group  2002 - 2006
Jack Hilton Incorporated   1985 - 1988

Skills
Corporate Communications, Internal Communications, Media Relations, Strategic Communications, Speech Writing, Copywriting, Web Content, Integrated Marketing, Leadership, Crisis Communications, Event Management, Communications Planning, Marketing, Marketing Strategy, Press Releases, Strategic Planning, Newsletters, Public Relations, Editing, Marketing Communications, Social Media, Communication Training, Event Planning, Leadership Development, Email Marketing

Education
Rutgers, The State University of New Jersey-New Brunswick   1981 — 1985
B.A., Communications

Chris Haist Chris Haist Greater Philadelphia Area Details
Chris Haist's Lincoln Financial Distributors Experience February 1997 - March 2001
Job State Farm Agent
Industry Insurance
Experience
State Farm Insurance  January 2010 - Present
ING  May 2005 - January 2010
J P Morgan  April 2001 - May 2005
Lincoln Financial Distributors   February 1997 - March 2001

Skills
Fixed Annuities, Life Insurance, Mutual Funds, Marketing, Leadership, Sales, Insurance, Series 63, Investments, Retirement Planning, Financial Services, Retirement

Education
Rutgers University – Camden   2000 — 2002

Rider University   1990 — 1994
Bachelor’s Degree, Finance

Jeff Arnold Jeff Arnold Greater St. Louis Area Details
Jeff Arnold's Lincoln Financial Distributors Experience June 2009 - July 2014
Job Regional Vice President (External Wholesaler) at AXA Distributors
Industry Financial Services
Experience
AXA Distributors  February 2015 - Present
The Capital Group, LLC  July 2014 - January 2015
Lincoln Financial Distributors   June 2009 - July 2014
SunAmerica  October 2007 - April 2009
RR Donnelley  May 2002 - October 2007

Skills
Series 63, Fixed Annuities, Sales, Series 6, Life, Health and Long..., Life Insurance, Variable Annuities, Retirement Planning, Wholesale, Life, Sales Operations, Selling, Financial Advisory, Investments, New Business Development, Marketing, Separately Managed..., 401k, Series 7, Retirement

Education
Saint Leo University   1992 — 1995
Bachelor of Arts, Magna Cum Laude - English, Business Management

Southern Illinois University, Carbondale

Linda Jones, ChFC, FLMI, AIRC Linda Jones, ChFC, FLMI, AIRC Hartford, Connecticut Area Details
Linda Jones, ChFC, FLMI, AIRC's Lincoln Financial Distributors Experience September 2013 - Present
Job Compliance Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   September 2013 - Present
MetLife  January 2011 - September 2013
LPL / Northstar Wealth Partners   March 2010 - January 2011
MassMutual  February 2007 - October 2009
MassMutual Blue Chip Group   2005 - 2007
Charter Oak Insurance & Financial Services   2002 - 2005
Babson Capital Management  2001 - 2002
Massachusetts Mutual Life Insurance Company  1997 - 2001
Aegon / WRL / ISI   1992 - 1997
Boston Financial Data Services  1983 - 1992

Education
The American College   2006 — 2009
Chartered Financial Consultant

Rollins College
Paralegal Certificate, Legal

University of Massachusetts Boston

Hope Lumpkins Hope Lumpkins Greater Philadelphia Area Details
Hope Lumpkins's Lincoln Financial Distributors Experience 1998 - 2011
Job Account Manager at Fulfillment
Industry Financial Services
Experience
Fulfillment   2013 - Present
Office Team  2011 - 2013
Lincoln Financial Distributors   1998 - 2011

Skills
Marketing, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Administrative..., Calendars, Strategic Planning

Education
Bachelors
Bachelor of Arts (BA), Organizational Communication, General

Roosevelt University

Kim Berry Kim Berry Greater Philadelphia Area Details
Kim Berry's Lincoln Financial Distributors Experience March 2004 - August 2009
Job Agency Principal, Entrepreneur
Industry Financial Services
Experience
Boreal Insurance Brokerage, LLC   January 2013 - Present
Capital Indemnity Group   July 2010 - January 2014
State Farm Agent  October 2009 - June 2010
Lincoln Financial Distributors   March 2004 - August 2009
Morgan Stanley Dean Witter  February 2000 - January 2003
AXA Financial  June 1999 - February 2000
Donaldson Lufkin & Jenrette  June 1992 - June 1999

Skills
Fixed Annuities, Series 63, Mutual Funds, Retirement Planning, Series 7, 401k, Life Insurance, Variable Annuities, Long-term Care, Insurance, Investments, Securities, Series 65, Financial Services, Financial Advisory, Sales

Education
Temple University   1987 — 1991
Psychology

Cedar Ridge High School

Arthur (Art) Sullivan Arthur (Art) Sullivan San Antonio, Texas Area Details
Arthur (Art) Sullivan's Lincoln Financial Distributors Experience September 2008 - October 2013
Job Regional Advisory Consultant at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc.   December 2013 - Present
Lincoln Financial Distributors   September 2008 - October 2013
Smith Barney  January 1996 - January 2007

Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Fixed Annuities, Retirement, FINRA, Asset Allocation, Investments, Alternative Investments, Series 65

Education
Texas A&M University

James J Ryan James J Ryan Greater Philadelphia Area Details
James J Ryan's Lincoln Financial Distributors Experience December 2006 - June 2010
Job Executive Vice President, Relationship Management at Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Griffin Capital Securities, Inc.   February 2015 - Present
Cole Capital  July 2011 - February 2015
Lincoln Financial Distributors   December 2006 - June 2010
Lincoln Financial Distributors   January 2005 - December 2006
Lincoln Financial Distributors   July 2003 - December 2004
Prudential Financial  May 2001 - December 2002
Sun Life Financial  November 1994 - May 2001
Sun Life Financial Distributors  November 1994 - May 2001
Sun Life of Canada  November 1994 - May 2001
Mid-Atlantic Region   November 1994 - May 2001

Skills
Strategy, Mutual Funds, Sales Management, Business Development, CRM, Strategic Planning, Series 63, Leadership, Business Planning, Series 7

Education
The Catholic University of America   1979 — 1983
BA, English

Paula Zombra Paula Zombra Greater Philadelphia Area Details
Paula Zombra's Lincoln Financial Distributors Experience March 1998 - June 2001
Job AVP of Sales at Freedom Mortgage
Industry Financial Services
Experience
Pleasant Valley Home Mortgage, Inc.   May 2013 - June 2013
America's Mortgage Institute   April 2013 - May 2013
The Home Depot  July 2011 - May 2013
The Home Depot  April 2011 - July 2011
PricewaterhouseCoopers  March 2006 - July 2009
The Greater South Jersey Chorus   2000 - 2006
ABCO Priting Co.   January 2002 - March 2005
Lincoln Financial Distributors   March 1998 - June 2001

Skills
Corporate Identity, Brochures, Adobe Creative Suite, Typography, Adobe Acrobat, Packaging, Graphic Design, Sales, Customer Service, Editing, Creative Problem Solving, Newsletters, Creative Direction

Education
America's Mortgage Institute   2013 — 2013
Mortgage Origination

Rowan University   1991 — 1994
BM, Music - Vocal Performance

Scott Jessen, MBA Scott Jessen, MBA Greater Philadelphia Area Details
Scott Jessen, MBA's Lincoln Financial Distributors Experience September 2006 - February 2009
Job Agency Owner of The Jessen Agency of Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance  December 2012 - Present
Wells Fargo Bank  October 2010 - October 2011
State Farm Insurance  April 2009 - January 2010
Lincoln Financial Distributors   September 2006 - February 2009
T Rowe Price  May 1999 - March 2006
GIANT FOOD INC  December 1984 - May 1999

Skills
Retirement, Customer Relations, Risk Management, Insurance, Compliance, Banking, Negotiation, Territory, Public Speaking, Business Planning, Account Management, Analysis, Customer Service, Fixed Annuities, Sales Operations, Sales, Management, Business Development, Leadership, Training, Portfolio Management, Relationship Management, Life Insurance, CRM, Time Management, Operations Management

Education
Strayer University   2005 — 2008
MBA, Human Resource Management, 3.875 GPA

The Johns Hopkins University   1990 — 1997
Masters, Business; Finance

Stevenson University/Villa Julie College   1986 — 1990
Bachelor of Science, Law and Business

Alan Gray Alan Gray Greater Chicago Area Details
Alan Gray's Lincoln Financial Distributors Experience 2007 - 2009
Job Vice President at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
Wellesley Investment Advisors, Inc.   January 2013 - Present
Access Distribution Partners, LLC   January 2012 - January 2013
Piedmont Capital Distributors  October 2010 - January 2012
Alan Gray Financial Services   March 2009 - January 2012
Lincoln Financial Distributors   2007 - 2009
FFB Equity Parnters   2004 - 2007
AIM Investments  1994 - 2004
Invesco Ltd.  1994 - 2004
Alliance Capital Management  1989 - 1992
Balcor American Express  1976 - 1986

Skills
Mutual Funds, Asset Management, Separately Managed..., Financial Advisory, Fixed Annuities, Asset Managment, Series 63, Alternative Investments, Investments, Series 7, Asset Allocation, Financial Services, Investment Management, Team Building, Investment Advisory, Series 6, FINRA, Financial Planners, Wealth, Equities, Fixed Income, Series 24, Portfolio Management, Securities, 401k, ETFs, Series 65, IRAs, High Net Worth..., Wealth Management..., Retirement, Retirement Planning, Wealth Management, Public Speaking, Real Estate, Investment Strategies, Investment Properties, Selling, Variable Annuities, Bonds, Annuity, Hedge Funds, Pensions, Wholesaling, Annuities, Insurance, Series 66, Sales Management, Consultative Selling, Real Estate Investment

Education
Southern Illinois University, Carbondale   1969 — 1973
BS, Accounting

Pat McKeown Pat McKeown Greater Philadelphia Area Details
Pat McKeown's Lincoln Financial Distributors Experience June 2003 - August 2005
Job Retired
Industry Financial Services
Experience
Pershing  May 2010 - May 2011
Lincoln Investment Planning  November 2005 - September 2009
Lincoln Financial Distributors   June 2003 - August 2005
Lincoln Financial Distributors   June 2001 - June 2003
Delaware Investments  September 1999 - June 2001
Allegheny Health   1988 - 1998

Skills
Project Management, Strategic Planning, Graphic Design, Marketing Communications, Marketing, Marketing Strategy, Advertising, Business Development, Creative Direction

Education
Temple University
M.A.

Temple University
B.S.

Moira Tierney Moira Tierney Greater Philadelphia Area Details
Moira Tierney's Lincoln Financial Distributors Experience June 2006 - April 2009
Job student
Industry Hospital & Health Care
Experience
Lincoln Financial Distributors   June 2006 - April 2009
PLANCO  May 2005 - June 2006

Education
Rosemont College   2001 — 2004
MA Counseling Psychology, Psychology

Saint Joseph's University   1996 — 2000
Bachelor of Science, Psychology

Alex Lesyk Alex Lesyk Greater Philadelphia Area Details
Alex Lesyk's Lincoln Financial Distributors Experience April 2006 - August 2009
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  September 2014 - Present
Merrill Lynch  May 2012 - September 2014
Merrill Lynch  January 2010 - April 2012
Lincoln Financial Distributors   April 2006 - August 2009
Wachovia  March 2002 - April 2006
Northwestern Mutual  August 1999 - March 2002

Skills
Series 7, Retirement, Retirement Planning, Financial Advisory, Life Insurance, Banking, Sales Process, Series 63, FINRA, 401k, ETFs, Mutual Funds, IRAs, Fixed Annuities, Wealth Management, Separately Managed..., Financial Services, Insurance, Investments, Portfolio Management, Securities

Education
Temple University
B.A.

Larry Romano Larry Romano Greater Philadelphia Area Details
Larry Romano's Lincoln Financial Distributors Experience March 2008 - May 2009
Job Sales Associate at eMoney Advisor
Industry Financial Services
Experience
eMoney Advisor  May 2010 - Present
Lincoln Financial Distributors   March 2008 - May 2009
Lincoln Financial Distributors   October 2004 - March 2008

Education
Saint Joseph's University

St. Joseph's Prep

Michael Angelo, CIMA® Michael Angelo, CIMA® Greater Philadelphia Area Details
Michael Angelo, CIMA®'s Lincoln Financial Distributors Experience December 2007 - April 2009
Job Sales Manager FAS Internal Sales
Industry Financial Services
Experience
Vanguard  January 2014 - Present
Vanguard  August 2013 - March 2014
BlackRock  March 2011 - August 2013
Pacer Financial  January 2010 - February 2011
Lincoln Financial Distributors   December 2007 - April 2009
Lincoln Financial Distributors   August 2004 - December 2007
Lincoln Financial Distributors   October 2000 - August 2004
Prudential Financial  May 2000 - October 2000
Ameriprise Financial Services, Inc.   December 1998 - May 2000

Skills
Strategic Planning, Series 7, Series 63, Sales Process, Sales Management, Mutual Funds, Separately Managed..., CIMA, Series 24, ETFs, Asset Allocation, Sales, Uniform Combined State..., FINRA, Investments, Alternative Investments, Series 65, 401k, Series 6, Securities, Investment Strategies, Wealth Management, Retirement Planning, Retirement, Fixed Annuities, Investment Advisory, Investment Management, Financial Services, Fixed Income, Variable Annuities, Equities, Financial Advisory, Hedge Funds, Asset Management, Bonds, Portfolio Management

Education
Susquehanna University   1994 — 1998
BS, Business Administration, Finance

University of London, Birkbeck College   1995 — 1995
Susquehanna University London Program

Athens Area High School   1990 — 1994

Shawn Schneider Shawn Schneider Greater Philadelphia Area Details
Shawn Schneider's Lincoln Financial Distributors Experience December 2010 - Present
Job National Internal Sales Manager Penn Mutual
Industry Financial Services
Experience
Penn Mutual  December 2014 - Present
Lincoln Financial Distributors   December 2010 - Present
Lincoln Financial Distributors   June 2006 - December 2010
Lincoln Financial Distributors   December 2004 - June 2006
M&K Financial Services   2002 - 2004
Waddell & Reed  January 2001 - February 2002
New England Financial  January 2000 - January 2001

Skills
Series 6, Series 63, Fixed Annuities, Series 7, Retirement Planning, Retirement, 401k, Variable Annuities, Financial Services, Insurance, FINRA, Securities, Strategic Financial..., Management, Investments, Annuities, Financial Planning, Microsoft Office, Microsoft Excel, Customer Service, Sales Management, Salesforce.com, Direct Sales, Sales Process, Mutual Funds, Training, Employee Training, Train New Employees, Microsoft Word, Public Speaking, Team Building, Building High..., Sales

Education
Saint Anselm College   1995 — 2000
BA, Business

Stephen Denton Stephen Denton Greater Philadelphia Area Details
Stephen Denton's Lincoln Financial Distributors Experience December 2007 - Present
Job Internal Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   December 2007 - Present
GMAC Mortgage  May 2005 - November 2007

Skills
Series 63, Series 6

Education
Rowan University   1995 — 2000
Bachelor of Arts (B.A.), Finance, General

Keith VanOrden Keith VanOrden Boston, Massachusetts Details
Keith VanOrden's Lincoln Financial Distributors Experience August 2004 - August 2010
Job Managing Director, BlackRock
Industry Financial Services
Experience
BlackRock  September 2010 - Present
Delaware Investments  August 2004 - August 2010
Delaware Investments, a member of the Macquarie Group  August 2004 - August 2010
Lincoln Financial Distributors   August 2004 - August 2010
Fidelity Investments  August 1998 - August 2004
Putnam Investments  1995 - 1998

Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Investments, Asset Managment, Securities, Hedge Funds, Retirement Planning, Fixed Income, Investment Advisory, Portfolio Management, Asset Management, Financial Services, Retirement, Relationship Management, Investment Strategies

Education
University of Rochester - Simon Business School   2001 — 2004
MBA, Marketing

Syracuse University   1991 — 1995
BA, Psychology

New Hampton School   1989 — 1991

John Quaile John Quaile Greater Philadelphia Area Details
John Quaile's Lincoln Financial Distributors Experience June 2008 - April 2009
Job Customer Success Manager at iPipeline
Industry Financial Services
Experience
iPipeline  May 2014 - Present
iPipeline  November 2012 - May 2014
Vanguard  June 2011 - October 2012
Lincoln Financial Distributors   June 2008 - April 2009
Lincoln Financial Group  August 2005 - August 2008
Lincoln Financial Distributors   September 2006 - May 2008
Lincoln Financial Group  August 2005 - August 2006

Skills
Investments

Education
Temple University   2010 — 2013
MBA, Finance, General

Temple University - Fox School of Business and Management   2000 — 2005
BBA, Finance, Accounting

John M. Morin CFS John M. Morin CFS Barnstable/Yarmouth, Massachusetts Area Details
John M. Morin CFS's Lincoln Financial Distributors Experience February 2009 - Present
Job Divisional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   February 2009 - Present
SunAmerica  2003 - 2009
AIG SunAmerica Retirement Markets, Inc.   2003 - 2009
Protective Life  2000 - 2003
John Hancock  1997 - 2000

Skills
Series 7, Series 6, Series 63, Retirement Planning, Separately Managed..., Mutual Funds, Retirement, 401k, Annuities, Wholesaling, Wealth Management, Investments, Variable Annuities, Financial Advisory, Insurance, Annuity, Asset Allocation, Securities

Education
Salve Regina University   1990 — 1994
BS, Marketing and Finance

Barnstable High School

Barnstable High School

Lisa Hehir, CLU, ChFC, CAP Lisa Hehir, CLU, ChFC, CAP Greater New York City Area Details
Lisa Hehir, CLU, ChFC, CAP's Lincoln Financial Distributors Experience November 2007 - December 2009
Job Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage  2012 - Present
Capitas Financial, Inc.   February 2010 - February 2012
Lincoln Financial Distributors   November 2007 - December 2009
The Hartford  June 1997 - November 2007
NatWest Bank  January 1996 - May 1997
AXA Equitable  May 1978 - December 1995

Skills
Long Term Care, Insurance, Financial Planning, Succession Planning, Financial Advisory, Wealth, Strategic Financial..., Long-term Care, Long Term Care Insurance, Employee Benefits

Education
The American College   1985 — 1992
Chartered Financial Consultant & Chartered Life Underwriter, Financial Services

Western International University
Finance

Christina DiSanto Christina DiSanto Greater Philadelphia Area Details
Christina DiSanto's Lincoln Financial Distributors Experience April 2013 - January 2015
Job AdviceNext Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors  January 2015 - Present
Lincoln Financial Distributors   April 2013 - January 2015
Lincoln Financial Distributors   March 2012 - March 2013
Lincoln Financial Distributors   October 2010 - March 2012

Skills
Microsoft Office, Salesforce.com, Marketing, PowerPoint, Sales, Series 7, Customer Service, Series 63

Education
Saint Joseph's University   2006 — 2010

Saint Joseph's University   2006 — 2010
Bachelor of Science, Psychology

Jerry Rafter Jerry Rafter Greater Philadelphia Area Details
Jerry Rafter's Lincoln Financial Distributors Experience January 2004 - September 2009
Job Senior Business Development Manager
Industry Financial Services
Experience
Aberdeen Asset Management  June 2014 - Present
Aberdeen Asset Management  June 2010 - June 2014
Raymond James  September 2009 - February 2010
Lincoln Financial Distributors   January 2004 - September 2009

Skills
Mutual Funds, Series 63, Series 7, Series 6, Variable Annuities, Separately Managed..., Financial Advisory, Estate Planning, Fixed Annuities, Investment Management, Asset Allocation, Investments, Strategic Financial..., Wealth, Alternative Investments, Investment Strategies, Portfolio Management, Investment Advisory, 401k, Financial Services, Securities, Retirement, Wealth Management

Education
Temple University   1999 — 2004
Business, Marketing

St. Joseph's Preparatory School for Boys   1994 — 1998
HS

Ray McCarthy Ray McCarthy Jacksonville, Florida Area Details
Ray McCarthy's Lincoln Financial Distributors Experience 2000 - 2001
Job Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  December 2003 - Present
Nationwide Financial  December 2001 - December 2003
Lincoln Financial Distributors   2000 - 2001
Delaware Investments, a member of the Macquarie Group  1998 - 2000
Hornor Townsend & Kent  1995 - 1998
The Copeland Companies  1990 - 1995
Merrill Lynch  1989 - 1990

Skills
Series 63, Series 7, Mutual Funds, Wealth Management, 401k, Series 24, Retirement, Fixed Annuities, Financial Services, Variable Annuities, Asset Allocation, Alternative Investments, Securities, Investment Advisory, FINRA, ETFs, Uniform Combined State..., Financial Advisory, Retirement Planning, Public Speaking, Annuities, IRAs, Relationship Management, Life Insurance, Investment Strategies, Investments, Investment Management, Strategic Financial..., Wealth, Estate Planning, Bonds, Portfolio Management, Qualified Retirement..., Pensions, Long-term Care, Insurance, Management, Finance, Fixed Income, Sales, Equities, Business Development, Risk Management, Leadership, Marketing, Strategic Planning

Education
Rider University   1990 — 1994
MBA

The College of New Jersey   1984 — 1988
BS

Scott Breault Scott Breault Greater Boston Area Details
Scott Breault's Lincoln Financial Distributors Experience December 2003 - May 2014
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc.   July 2014 - Present
Lincoln Financial Distributors   December 2003 - May 2014

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

Education
Suffolk University   1986 — 1991
Finance, General

Greg Bogart Greg Bogart Greater Philadelphia Area Details
Greg Bogart's Lincoln Financial Distributors Experience March 2014 - Present
Job Internal Sales Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   March 2014 - Present
Lincoln Financial Distributors   2006 - Present
Citigroup Smith Barney  2005 - 2006
Cendant Mortgage  January 1999 - January 2004

Skills
Teamwork, Cold Calling, Customer Relations, Customer Service, Mentoring, New Business Development, Mortgage, Financial Planning, Business Planning, Mutual Funds, Salesforce.com, Series 63, Mortgage Lending, Risk Management, Strategic Financial..., Leadership, Finance, Sales

Education
Saint Joseph's University   1994 — 1998
B.A., Business Management

St. Christopher's

Noah Block Noah Block United States Details
Noah Block's Lincoln Financial Distributors Experience October 2007 - May 2009
Job Environmental Services Professional
Industry
Experience
Lincoln Financial Distributors   October 2007 - May 2009
Cartridge Fireplace Company   December 2005 - March 2007

Education
Temple University   2002 — 2006
Bachelors, Political Science

Sam Flamma Sam Flamma Greater Philadelphia Area Details
Sam Flamma's Lincoln Financial Distributors Experience February 2006 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   February 2006 - Present
Icon Advisers  July 2004 - January 2006
RTE Asset Management   April 1997 - July 2004

Skills
Presenter, Coaching, Business Strategy

Education
Rowan University   1991 — 1995
BS, Finance

Rowan University   1991 — 1995
BS, Finance

Dan Wellock Dan Wellock Greater Philadelphia Area Details
Dan Wellock's Lincoln Financial Distributors Experience January 2013 - Present
Job East Coast Divisional Sales Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   January 2013 - Present
Lincoln Financial Distributors   January 2011 - December 2012
Lincoln Financial Distributors   October 2003 - December 2010
AIG SunAmerica  February 1999 - September 2003

Skills
Series 63, Mutual Funds, Insurance, Wealth Management, Investments, Fixed Annuities, Retirement Planning, Salesforce.com, Sales Management, Asset Allocation, Series 6, Relationship Management, Financial Services, FINRA, Variable Annuities, Investment Strategies, Strategic Financial..., IRAs, Finance, Wealth, Wealth Management..., 401k Rollovers, Sales, Wholesale, Executive Management

Education
Shippensburg University of Pennsylvania   1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Economics

Archbishop Carroll High School   1990 — 1994

Edward (Ted) Horstmann Edward (Ted) Horstmann Greater Philadelphia Area Details
Edward (Ted) Horstmann's Lincoln Financial Distributors Experience August 2013 - Present
Job Business Analyst, Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors   August 2013 - Present
Lincoln Financial Distributors   June 2011 - August 2013
ESC - Environmental Systems Corporation  2008 - 2010
GE Energy  2005 - 2008
GE Energy  2001 - 2005
Phoenix DataComm, Inc.   2000 - 2001

Skills
Salesforce.com, Project Management, Program Management, Data Analysis, Business Analysis, Management, Marketing, Project Planning, Technical Support, Change Management, Strategic Planning, Technical Training, Problem Solving, Analytics, Customer Service, Quality Assurance, Six Sigma, Training, Analysis, Customer Relationship..., System Design and..., Technical Customer..., Sales Support, Customer Relations, Market Research, Qualtrics, Product Adoption, Sales Operations, Budgets, CRM

Education
Villanova University   2002 — 2005
Master of Business Administration

Shippensburg University of Pennsylvania   1996 — 2000
Bachelor of Science in Business Administration, Management Information Systems

Mike Hiniker, CRPC Mike Hiniker, CRPC Greater Minneapolis-St. Paul Area Details
Mike Hiniker, CRPC's Lincoln Financial Distributors Experience December 2011 - 2013
Job Regional Vice President at Ohio National
Industry Financial Services
Experience
Ohio National Financial Services  June 2014 - Present
Lincoln Financial Distributors   December 2011 - 2013
Transamerica Capital, Inc.   July 2007 - March 2011
Prudential Financial  July 2006 - January 2007
Dreyfus  July 2004 - July 2006
Citigroup Inc./Travelers Life and Annuity   August 2000 - July 2004

Skills
Series 7, Series 63, Public Speaking, Retirement Planning, Consultative Selling..., Mutual Funds, Separately Managed..., Variable Annuities, Investment Advisory, Business Development, Retirement Savings, Sales Process, Stocks, Bonds, Chartered Retirement..., Retirement Income, Building Relationships, Value Based Selling, Investment Management, Complex Investment...

Education
St. John's University
Bachelor of Arts (BA), Business Management

EHS

Amar Bhatt, CRPS Amar Bhatt, CRPS Greater New York City Area Details
Amar Bhatt, CRPS's Lincoln Financial Distributors Experience November 2004 - January 2008
Job Trust Specialist
Industry Financial Services
Experience
Merrill Lynch  July 2012 - Present
Merrill Lynch  March 2010 - May 2012
Merrill Lynch  January 2008 - January 2010
Lincoln Financial Distributors   November 2004 - January 2008

Skills
Series 7, Series 66, CFM, Insurance Licensed, CRPS, Uniform Combined State..., Insurance, Financial Advisory, IRAs, Investment Strategies, Retirement Planning, Estate Planning

Education
Rutgers University   1996 — 2001
Bachelor of Arts (B.A.), Economics

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