Lincoln Financial Distributors
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Lincoln Financial Distributors Employees
Employee
Years
Job
Industry
Brian Cuttic Brian Cuttic's Lincoln Financial Distributors Experience March 2008 - August 2014
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2014 - Present
Lincoln Financial Distributors March 2008 - August 2014
RE/MAX Executive Realty PA November 2006 - December 2007
Skills
Financial Planning, Financial Analysis, Finance, Investments, Asset Management, Retirement Planning, Retirement Savings, Asset Allocation, Selling, Sales, Marketing, Marketing Strategy, Customer Service, Investors
Education
University of Delaware 2002 — 2006
Finance
Oppenheimer & Co. Inc. September 2014 - Present
Lincoln Financial Distributors March 2008 - August 2014
RE/MAX Executive Realty PA November 2006 - December 2007
Skills
Financial Planning, Financial Analysis, Finance, Investments, Asset Management, Retirement Planning, Retirement Savings, Asset Allocation, Selling, Sales, Marketing, Marketing Strategy, Customer Service, Investors
Education
University of Delaware 2002 — 2006
Finance
Ken Rapp Ken Rapp's Lincoln Financial Distributors Experience July 2006 - August 2007
Job Regional Vice President at AIG Financial Distrubutors
Industry Financial Services
Experience
AIG Financial Distrubutors April 2014 - Present
Ohio National Financial Services August 2008 - April 2014
Allianz Life August 2007 - August 2008
Lincoln Financial Distributors July 2006 - August 2007
Allstate Financial March 1999 - May 2006
Allstate Financial July 1994 - March 1999
Education
University of Iowa 1987 — 1991
BA, Economics
AIG Financial Distrubutors April 2014 - Present
Ohio National Financial Services August 2008 - April 2014
Allianz Life August 2007 - August 2008
Lincoln Financial Distributors July 2006 - August 2007
Allstate Financial March 1999 - May 2006
Allstate Financial July 1994 - March 1999
Education
University of Iowa 1987 — 1991
BA, Economics
Steve Peller, CLU,AEP Steve Peller, CLU,AEP's Lincoln Financial Distributors Experience July 2015 - Present
Job Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors July 2015 - Present
Education
University of Mississippi 1969 — 1974
Bachelor of Business Administration (B.B.A.)
Meridian High School 1966 — 1969
High School Diploma
Lincoln Financial Distributors July 2015 - Present
Education
University of Mississippi 1969 — 1974
Bachelor of Business Administration (B.B.A.)
Meridian High School 1966 — 1969
High School Diploma
Tony L. Slaybaugh, ChFC Tony L. Slaybaugh, ChFC's Lincoln Financial Distributors Experience August 2011 - Present
Job National Sales Director Executive Benefits
Industry Financial Services
Experience
Lincoln Financial Distributors August 2011 - Present
RCG Benefits Group April 2009 - May 2011
First Principles Capital Management August 2007 - February 2009
KPMG January 2003 - May 2007
ING May 1995 - December 2002
Mezrah Consulting 1993 - 1995
Skills
Deferred Compensation, Life Insurance, Series 63
Education
University of Florida 1989 — 1992
Bachelor of Science, Finance
University of Colorado Denver 1997 — 1999
Masters, Finance
Lincoln Financial Distributors August 2011 - Present
RCG Benefits Group April 2009 - May 2011
First Principles Capital Management August 2007 - February 2009
KPMG January 2003 - May 2007
ING May 1995 - December 2002
Mezrah Consulting 1993 - 1995
Skills
Deferred Compensation, Life Insurance, Series 63
Education
University of Florida 1989 — 1992
Bachelor of Science, Finance
University of Colorado Denver 1997 — 1999
Masters, Finance
Jillian Buckner, PHR Jillian Buckner, PHR's Lincoln Financial Distributors Experience January 2005 - December 2005
Job HR Business Partner at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2008 - Present
Lincoln Financial Group September 2007 - August 2008
Delaware Investments September 2006 - August 2007
Central European Teaching Program January 2006 - June 2006
Lincoln Financial Distributors January 2005 - December 2005
CBS News Productions July 2004 - December 2004
ABC News Productions June 2003 - May 2004
Skills
Training, Employee Benefits, Performance Management, Talent Management, Human Resources, New Hire Orientations, Onboarding, Succession Planning, Talent Acquisition, Strategic Planning, Process Improvement, Leadership, Marketing, College Recruiting
Education
University of Pittsburgh 1999 — 2003
Bachelor of Arts (B.A.), Communication, General
Villanova University
Lincoln Financial Group September 2008 - Present
Lincoln Financial Group September 2007 - August 2008
Delaware Investments September 2006 - August 2007
Central European Teaching Program January 2006 - June 2006
Lincoln Financial Distributors January 2005 - December 2005
CBS News Productions July 2004 - December 2004
ABC News Productions June 2003 - May 2004
Skills
Training, Employee Benefits, Performance Management, Talent Management, Human Resources, New Hire Orientations, Onboarding, Succession Planning, Talent Acquisition, Strategic Planning, Process Improvement, Leadership, Marketing, College Recruiting
Education
University of Pittsburgh 1999 — 2003
Bachelor of Arts (B.A.), Communication, General
Villanova University
Lee Superville Lee Superville's Lincoln Financial Distributors Experience July 2010 - December 2013
Job External MoneyGuard Specialist at Lincoln Financial Group
Industry Wholesale
Experience
Lincoln Financial Group January 2014 - Present
Lincoln Financial Distributors July 2010 - December 2013
Lincoln Financial Group July 2009 - July 2010
Lincoln Financial Group August 2008 - July 2009
Lincoln Financial Group January 2008 - August 2008
Skills
Series 6, Commitment to Customer..., Series 63, Mutual Funds, Key Account..., Insurance, Strategic Financial..., Fixed Annuities, Retirement, Management, Life Insurance, Retirement Planning, FINRA, Financial Advisory, 401k, IRAs, Long Term Care Insurance, Wealth Management, Long-term Care, Variable Annuities, Asset Allocation, Financial Planners, Term Life Insurance, Financial Planning, Customer Service
Education
University of North Carolina at Chapel Hill 2003 — 2007
Business Administration, Economics
Lincoln Financial Group January 2014 - Present
Lincoln Financial Distributors July 2010 - December 2013
Lincoln Financial Group July 2009 - July 2010
Lincoln Financial Group August 2008 - July 2009
Lincoln Financial Group January 2008 - August 2008
Skills
Series 6, Commitment to Customer..., Series 63, Mutual Funds, Key Account..., Insurance, Strategic Financial..., Fixed Annuities, Retirement, Management, Life Insurance, Retirement Planning, FINRA, Financial Advisory, 401k, IRAs, Long Term Care Insurance, Wealth Management, Long-term Care, Variable Annuities, Asset Allocation, Financial Planners, Term Life Insurance, Financial Planning, Customer Service
Education
University of North Carolina at Chapel Hill 2003 — 2007
Business Administration, Economics
Joe Baggett Joe Baggett's Lincoln Financial Distributors Experience January 2000 - December 2003
Job Business Insurance Agent for BB&T Insurance Services, Inc.
Industry Insurance
Experience
BB&T Insurance Services Inc. February 2012 - Present
Interactive Advisory Software January 2007 - February 2012
SunGard January 2004 - December 2006
Lincoln Financial Distributors January 2000 - December 2003
Skills
New Business Development, Salesforce.com, Customer Retention, Cloud Computing, Sales, Asset Allocation, Sales Management, Strategic Planning, Business Strategy, SaaS, Strategic Partnerships, Team Building, Product Marketing, Wealth Management
Education
The University of Georgia 1992 — 1996
BA, Political Science
BB&T Insurance Services Inc. February 2012 - Present
Interactive Advisory Software January 2007 - February 2012
SunGard January 2004 - December 2006
Lincoln Financial Distributors January 2000 - December 2003
Skills
New Business Development, Salesforce.com, Customer Retention, Cloud Computing, Sales, Asset Allocation, Sales Management, Strategic Planning, Business Strategy, SaaS, Strategic Partnerships, Team Building, Product Marketing, Wealth Management
Education
The University of Georgia 1992 — 1996
BA, Political Science
Justin Kroll Justin Kroll's Lincoln Financial Distributors Experience January 2008 - September 2011
Job DirectorIntermediary Sales at WHV Investment Management, Inc.
Industry Financial Services
Experience
WHV Investment Management, Inc. September 2013 - Present
Steelpath Advisors September 2011 - September 2013
Lincoln Financial Distributors January 2008 - September 2011
Janus Capital Group January 2006 - January 2008
JP Morgan September 2002 - January 2006
Education
University of Denver - Daniels College of Business 2004 — 2006
MBA
University of Nebraska-Lincoln 1997 — 2001
BS
WHV Investment Management, Inc. September 2013 - Present
Steelpath Advisors September 2011 - September 2013
Lincoln Financial Distributors January 2008 - September 2011
Janus Capital Group January 2006 - January 2008
JP Morgan September 2002 - January 2006
Education
University of Denver - Daniels College of Business 2004 — 2006
MBA
University of Nebraska-Lincoln 1997 — 2001
BS
Greg Moody Greg Moody's Lincoln Financial Distributors Experience August 2011 - March 2014
Job Regional Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2014 - Present
Lincoln Financial Distributors August 2011 - March 2014
Skills
Series 7, Series 66, Life Insurance, Health Insurance, Strategic Financial...
Education
University of Connecticut 2004 — 2008
Bachelor of Arts (BA), Economics
Lincoln Financial Group March 2014 - Present
Lincoln Financial Distributors August 2011 - March 2014
Skills
Series 7, Series 66, Life Insurance, Health Insurance, Strategic Financial...
Education
University of Connecticut 2004 — 2008
Bachelor of Arts (BA), Economics
Jeff Rosen Jeff Rosen's Lincoln Financial Distributors Experience August 2006 - June 2009
Job Regional Vice President at AAM Advisor's Asset Management
Industry Financial Services
Experience
AAM - Advisor's Asset Management January 2015 - Present
Forethought Financial Group, Inc. January 2013 - January 2015
The Hartford September 2012 - January 2013
Dolan Capital Group, LLC February 2012 - September 2012
FAccess October 2010 - November 2011
Pacific Life January 2010 - February 2011
Lincoln Financial Distributors August 2006 - June 2009
Lincoln Financial Distributors August 2006 - December 2007
Hartford/PLANCO November 2001 - August 2006
Skills
Series 7, Series 63, Mutual Funds, Salesforce.com
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
North High
AAM - Advisor's Asset Management January 2015 - Present
Forethought Financial Group, Inc. January 2013 - January 2015
The Hartford September 2012 - January 2013
Dolan Capital Group, LLC February 2012 - September 2012
FAccess October 2010 - November 2011
Pacific Life January 2010 - February 2011
Lincoln Financial Distributors August 2006 - June 2009
Lincoln Financial Distributors August 2006 - December 2007
Hartford/PLANCO November 2001 - August 2006
Skills
Series 7, Series 63, Mutual Funds, Salesforce.com
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
North High
John P. Sullivan John P. Sullivan's Lincoln Financial Distributors Experience July 2005 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors July 2005 - Present
DWS - Scudder Investments April 2003 - July 2005
The Hartford -Planco September 1998 - April 2003
Skills
Retirement Planning, Series 6, Series 63, Variable Annuities, FINRA, Mutual Funds, Retirement, Sales, Territory Management, Territory Growth, Prospecting Skills
Education
University of Illinois at Urbana-Champaign 1982 — 1986
B.S, Business Administration and Management, General
New Trier High School
Lincoln Financial Distributors July 2005 - Present
DWS - Scudder Investments April 2003 - July 2005
The Hartford -Planco September 1998 - April 2003
Skills
Retirement Planning, Series 6, Series 63, Variable Annuities, FINRA, Mutual Funds, Retirement, Sales, Territory Management, Territory Growth, Prospecting Skills
Education
University of Illinois at Urbana-Champaign 1982 — 1986
B.S, Business Administration and Management, General
New Trier High School
Courtney Monaco Courtney Monaco's Lincoln Financial Distributors Experience September 2011 - June 2013
Job Sr. Sales Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2013 - Present
Group Interactive Networks, Inc. December 2012 - June 2013
Lincoln Financial Distributors September 2011 - June 2013
Lincoln Financial Distributors September 2010 - September 2011
Skills
Customer Service, Investments, Sales Management, Fixed Annuities, Series 63, Series 6, New Business Development, Sales, Relationship Management, Insurance, Retirement Planning, Life Insurance, Marketing, Wealth Management, Series 7
Education
University of Florida - Warrington College of Business Administration 2006 — 2010
Bachelor of Science, Finance
Paris Research Center 2010 — 2010
Language, History, Art and Globalization
LPL Financial June 2013 - Present
Group Interactive Networks, Inc. December 2012 - June 2013
Lincoln Financial Distributors September 2011 - June 2013
Lincoln Financial Distributors September 2010 - September 2011
Skills
Customer Service, Investments, Sales Management, Fixed Annuities, Series 63, Series 6, New Business Development, Sales, Relationship Management, Insurance, Retirement Planning, Life Insurance, Marketing, Wealth Management, Series 7
Education
University of Florida - Warrington College of Business Administration 2006 — 2010
Bachelor of Science, Finance
Paris Research Center 2010 — 2010
Language, History, Art and Globalization
Rob Pal Rob Pal's Lincoln Financial Distributors Experience June 2007 - November 2011
Job VP, Head of Wholesale Distribution (LFD) and Enterprise Sales Reporting IT at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group November 2011 - Present
Lincoln Financial Distributors June 2007 - November 2011
Lincoln Financial Distributors October 2005 - June 2007
Delaware Investments, a member of the Macquarie Group June 2001 - October 2005
Delaware Investments, a member of the Macquarie Group June 2000 - June 2001
Delaware Investments, a member of the Macquarie Group June 1999 - June 2000
Andersen Consulting July 1990 - June 1999
Skills
Alternative Investments, Analytics, Business Intelligence, Business Process..., CRM, Leadership, Life Insurance, Management, Marketing, Marketing Strategy, Process Improvement, Project Management, Retirement Planning, SDLC, Salesforce.com, Strategic Planning, Strategy, Vendor Management, Wealth Management
Education
University of Pennsylvania - The Wharton School 1986 — 1990
B.S. in Economics, Finance
Lincoln Financial Group November 2011 - Present
Lincoln Financial Distributors June 2007 - November 2011
Lincoln Financial Distributors October 2005 - June 2007
Delaware Investments, a member of the Macquarie Group June 2001 - October 2005
Delaware Investments, a member of the Macquarie Group June 2000 - June 2001
Delaware Investments, a member of the Macquarie Group June 1999 - June 2000
Andersen Consulting July 1990 - June 1999
Skills
Alternative Investments, Analytics, Business Intelligence, Business Process..., CRM, Leadership, Life Insurance, Management, Marketing, Marketing Strategy, Process Improvement, Project Management, Retirement Planning, SDLC, Salesforce.com, Strategic Planning, Strategy, Vendor Management, Wealth Management
Education
University of Pennsylvania - The Wharton School 1986 — 1990
B.S. in Economics, Finance
Shawn T. Kesterson Shawn T. Kesterson's Lincoln Financial Distributors Experience September 2006 - February 2010
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica April 2013 - Present
Ohio National Financial Services January 2012 - April 2013
Sun Life Financial (US)Alumni 2010 - 2012
Sun Life Financial March 2010 - December 2011
Lincoln Financial Distributors September 2006 - February 2010
LINCOLN FINANCIAL 2006 - 2010
AIG SunAmerica 2002 - 2006
AIG SunAmerica 2002 - 2006
Skills
Mutual Funds, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Wealth Management, Variable Annuities, Investments, 401k, Life Insurance, Insurance, Asset Allocation, Strategic Financial..., Long-term Care, Alternative Investments, FINRA, Investment Advisory, Financial Services, Securities, IRAs, Portfolio Management, Financial Advisory
Education
University of Missouri-Columbia 1987 — 1992
Bachelor of Science, Marketing
Transamerica April 2013 - Present
Ohio National Financial Services January 2012 - April 2013
Sun Life Financial (US)Alumni 2010 - 2012
Sun Life Financial March 2010 - December 2011
Lincoln Financial Distributors September 2006 - February 2010
LINCOLN FINANCIAL 2006 - 2010
AIG SunAmerica 2002 - 2006
AIG SunAmerica 2002 - 2006
Skills
Mutual Funds, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Wealth Management, Variable Annuities, Investments, 401k, Life Insurance, Insurance, Asset Allocation, Strategic Financial..., Long-term Care, Alternative Investments, FINRA, Investment Advisory, Financial Services, Securities, IRAs, Portfolio Management, Financial Advisory
Education
University of Missouri-Columbia 1987 — 1992
Bachelor of Science, Marketing
Underwood, Sasha Underwood, Sasha's Lincoln Financial Distributors Experience November 2014 - Present
Job Regional 401k Sales Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors November 2014 - Present
OneAmerica October 2012 - November 2014
Janus 2009 - October 2012
Old Mutual March 2005 - July 2009
Skills
Ironman Finisher, Snowboarding, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Fixed Annuities, Alternative Investments, Series 63, Wealth Management, Retirement, Asset Managment, ETFs, Securities, Strategic Financial..., Financial Advisory, 401k, Investment Strategies, Separately Managed..., Series 6, Variable Annuities
Education
University of Colorado at Denver
Lincoln Financial Distributors November 2014 - Present
OneAmerica October 2012 - November 2014
Janus 2009 - October 2012
Old Mutual March 2005 - July 2009
Skills
Ironman Finisher, Snowboarding, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Fixed Annuities, Alternative Investments, Series 63, Wealth Management, Retirement, Asset Managment, ETFs, Securities, Strategic Financial..., Financial Advisory, 401k, Investment Strategies, Separately Managed..., Series 6, Variable Annuities
Education
University of Colorado at Denver
Patrick Lam Patrick Lam's Lincoln Financial Distributors Experience November 2010 - December 2011
Job Senior Vice President at Griffin Capital Securities
Industry Financial Services
Experience
Griffin Capital Securities March 2014 - Present
Nationwide Financial October 2012 - March 2014
Lincoln Financial Distributors November 2010 - December 2011
SunAmerica December 2006 - November 2010
Skills
Sales Operations, Series 6, Mutual Funds, Variable Annuities, Fixed Annuities, Series 63, Series 7, Sales, Retirement Planning, Retirement, Series 65, 401k, Asset Allocation
Education
University of California, San Diego
Bachelor of Science (B.S.), Business/Managerial Economics
Griffin Capital Securities March 2014 - Present
Nationwide Financial October 2012 - March 2014
Lincoln Financial Distributors November 2010 - December 2011
SunAmerica December 2006 - November 2010
Skills
Sales Operations, Series 6, Mutual Funds, Variable Annuities, Fixed Annuities, Series 63, Series 7, Sales, Retirement Planning, Retirement, Series 65, 401k, Asset Allocation
Education
University of California, San Diego
Bachelor of Science (B.S.), Business/Managerial Economics
Chris Ratterree, CFP® Chris Ratterree, CFP®'s Lincoln Financial Distributors Experience 2012 - April 2014
Job Director MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2014 - Present
Lincoln Financial Distributors 2012 - April 2014
Sun Life Financial 2009 - 2012
The Hartford 2000 - 2009
Van Kampen/ Invesco Investments 1999 - 2000
Education
Trinity University 1994 — 1999
Bachelor of Science, Business Administration
MFS Investment Management May 2014 - Present
Lincoln Financial Distributors 2012 - April 2014
Sun Life Financial 2009 - 2012
The Hartford 2000 - 2009
Van Kampen/ Invesco Investments 1999 - 2000
Education
Trinity University 1994 — 1999
Bachelor of Science, Business Administration
Amanda Reece Amanda Reece's Lincoln Financial Distributors Experience October 2014 - Present
Job Marketing Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors October 2014 - Present
Lincoln Financial Distributors August 2011 - October 2014
Lincoln Financial Distributors June 2008 - August 2011
Lincoln Financial Distributors June 2005 - June 2008
Skills
Series 6, Wholesaling, Series 63, Annuity, Annuities, Product Marketing, Life insurance, Sales Management, Fixed Annuities, Life Insurance, Wholesale, Leadership, Marketing, Retirement, Insurance
Education
University of North Carolina at Greensboro 2000 — 2004
BS Business Admininstration, Marketing
Lincoln Financial Distributors October 2014 - Present
Lincoln Financial Distributors August 2011 - October 2014
Lincoln Financial Distributors June 2008 - August 2011
Lincoln Financial Distributors June 2005 - June 2008
Skills
Series 6, Wholesaling, Series 63, Annuity, Annuities, Product Marketing, Life insurance, Sales Management, Fixed Annuities, Life Insurance, Wholesale, Leadership, Marketing, Retirement, Insurance
Education
University of North Carolina at Greensboro 2000 — 2004
BS Business Admininstration, Marketing
Todd Wangler Todd Wangler's Lincoln Financial Distributors Experience March 2005 - January 2009
Job President at Wangler Wealth Management
Industry Financial Services
Experience
Wangler Wealth Management January 2015 - Present
Prentice Wealth Mangement, LLC June 2011 - December 2014
Newell Financial, LLC January 2009 - June 2011
Lincoln Financial Distributors March 2005 - January 2009
AIG SunAmerica June 2002 - March 2005
Skills
Retirement Planning, Wealth Management, Retirement, Life Insurance, Series 63, Securities, FINRA, Asset Allocation, Marketing, Investments, Mutual Funds, Series 7, Variable Annuities
Education
University at Albany
Wangler Wealth Management January 2015 - Present
Prentice Wealth Mangement, LLC June 2011 - December 2014
Newell Financial, LLC January 2009 - June 2011
Lincoln Financial Distributors March 2005 - January 2009
AIG SunAmerica June 2002 - March 2005
Skills
Retirement Planning, Wealth Management, Retirement, Life Insurance, Series 63, Securities, FINRA, Asset Allocation, Marketing, Investments, Mutual Funds, Series 7, Variable Annuities
Education
University at Albany
Lucinda Hottenstein Lucinda Hottenstein's Lincoln Financial Distributors Experience October 2013 - Present
Job Sales Operations Consultant at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors October 2013 - Present
Hartford Funds March 2012 - July 2013
The Hartford October 2010 - March 2012
The Hartford September 2009 - September 2010
The Hartford November 2008 - September 2009
Hartford Life Limited August 2008 - November 2008
PLANCO/The Hartford October 2007 - August 2008
PLANCO/The Hartford January 2007 - September 2007
Hartford Life Japan, HLIKK July 2004 - December 2006
PLANCO/The Hartford August 1995 - June 2004
Skills
Change Management, Start-ups, Business Strategy, Mutual Funds, Program Management, Recruiting, Professional Mentoring, Leadership, Business Planning, Management, Salesforce.com, Training, Sales Management, Strategy, Sales Operations, Marketing, Outsourcing, Project Management
Education
University of Pittsburgh
BA, Economics
Worldwide ERC GMS
Lincoln Financial Distributors October 2013 - Present
Hartford Funds March 2012 - July 2013
The Hartford October 2010 - March 2012
The Hartford September 2009 - September 2010
The Hartford November 2008 - September 2009
Hartford Life Limited August 2008 - November 2008
PLANCO/The Hartford October 2007 - August 2008
PLANCO/The Hartford January 2007 - September 2007
Hartford Life Japan, HLIKK July 2004 - December 2006
PLANCO/The Hartford August 1995 - June 2004
Skills
Change Management, Start-ups, Business Strategy, Mutual Funds, Program Management, Recruiting, Professional Mentoring, Leadership, Business Planning, Management, Salesforce.com, Training, Sales Management, Strategy, Sales Operations, Marketing, Outsourcing, Project Management
Education
University of Pittsburgh
BA, Economics
Worldwide ERC GMS
Robert Lee, AIF®'s Lincoln Financial Distributors Experience April 2013 - January 2015
Job Regional Sales Executive at Reliance Trust Company an FIS Company
Industry Financial Services
Experience
Reliance Trust Company an FIS Company January 2015 - Present
Lincoln Financial Distributors April 2013 - January 2015
The Standard May 2004 - April 2013
Pension Benefits, Inc. June 1996 - May 2004
Stevenson Keppelman Associates 1993 - 1996
Skills
Retirement, ERISA, Retirement Planning, Investments, Investment Advisory, 401k, Sales, Mutual Funds, Defined Contribution, Management, Retirement Plan..., Financial Services, Series 63, Employee Benefits, Business Development, Sales Management, Series 7, Asset Allocation, Qualified Retirement..., Investment Strategies, Investment Management, Pensions, Defined Benefit, FINRA, Investment Advisory..., Series 65, Profit Sharing, Fiduciary, 403 b, Insurance, Wealth Management, Collective Investment..., Asset Management, Financial Advisory
Education
The Philadelphia Institute in Employee Benefit Planning 1993 — 1994
Certificate program, Employee Benefit Plans' Design and Legal Compliance
University of Pittsburgh 1990 — 1993
Bachelors, US History/Political Science
University of Maryland College Park 1989 — 1990
Wissahickon High School 1987 — 1989
Diploma, 1989
Denver Mullen Prep 1985 — 1987
Reliance Trust Company an FIS Company January 2015 - Present
Lincoln Financial Distributors April 2013 - January 2015
The Standard May 2004 - April 2013
Pension Benefits, Inc. June 1996 - May 2004
Stevenson Keppelman Associates 1993 - 1996
Skills
Retirement, ERISA, Retirement Planning, Investments, Investment Advisory, 401k, Sales, Mutual Funds, Defined Contribution, Management, Retirement Plan..., Financial Services, Series 63, Employee Benefits, Business Development, Sales Management, Series 7, Asset Allocation, Qualified Retirement..., Investment Strategies, Investment Management, Pensions, Defined Benefit, FINRA, Investment Advisory..., Series 65, Profit Sharing, Fiduciary, 403 b, Insurance, Wealth Management, Collective Investment..., Asset Management, Financial Advisory
Education
The Philadelphia Institute in Employee Benefit Planning 1993 — 1994
Certificate program, Employee Benefit Plans' Design and Legal Compliance
University of Pittsburgh 1990 — 1993
Bachelors, US History/Political Science
University of Maryland College Park 1989 — 1990
Wissahickon High School 1987 — 1989
Diploma, 1989
Denver Mullen Prep 1985 — 1987
Frank BonGiorno Frank BonGiorno's Lincoln Financial Distributors Experience October 2011 - June 2013
Job Experienced Wholesaler Financial Services
Industry Wholesale
Experience
Capital One October 2013 - June 2015
Lincoln Financial Distributors October 2011 - June 2013
Symetra October 2009 - September 2011
John Hancock Distributors LLC. March 2005 - April 2009
Essex May 2001 - March 2005
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 7, Series 6, Retirement Planning, Retirement, Financial Services, Investments, Variable Annuities, Insurance, Asset Allocation, Securities, Relationship Management, Financial Advisory, 401k, Long-term Care, Wealth Management
Education
University of Maryland College Park
Bachelor of Applied Science (B.A.Sc.), Marketing
Capital One October 2013 - June 2015
Lincoln Financial Distributors October 2011 - June 2013
Symetra October 2009 - September 2011
John Hancock Distributors LLC. March 2005 - April 2009
Essex May 2001 - March 2005
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 7, Series 6, Retirement Planning, Retirement, Financial Services, Investments, Variable Annuities, Insurance, Asset Allocation, Securities, Relationship Management, Financial Advisory, 401k, Long-term Care, Wealth Management
Education
University of Maryland College Park
Bachelor of Applied Science (B.A.Sc.), Marketing
Katherine (Katherine Lester) Perkins's Lincoln Financial Distributors Experience December 2007 - August 2012
Job Juris Doctor, 2015
Industry Law Practice
Experience
U.S. Securities and Exchange Commission May 2014 - August 2014
Market America, Inc. January 2014 - May 2014
Financial Industry Regulatory Authority June 2013 - July 2013
Lincoln Financial Distributors December 2007 - August 2012
Kathleen Price Bryan YMCA December 2007 - August 2012
The Clubs of Greensboro July 2006 - December 2007
Ultimate Workout Center for Women May 2005 - March 2007
UNC-Greensboro Student Recreation Center December 2003 - January 2007
Education
Elon University School of Law 2012 — 2015
Juris Doctor
University of North Carolina at Greensboro 2002 — 2006
Bachelor of Fine Arts (B.F.A.)
U.S. Securities and Exchange Commission May 2014 - August 2014
Market America, Inc. January 2014 - May 2014
Financial Industry Regulatory Authority June 2013 - July 2013
Lincoln Financial Distributors December 2007 - August 2012
Kathleen Price Bryan YMCA December 2007 - August 2012
The Clubs of Greensboro July 2006 - December 2007
Ultimate Workout Center for Women May 2005 - March 2007
UNC-Greensboro Student Recreation Center December 2003 - January 2007
Education
Elon University School of Law 2012 — 2015
Juris Doctor
University of North Carolina at Greensboro 2002 — 2006
Bachelor of Fine Arts (B.F.A.)
Kate DeSimone Kate DeSimone's Lincoln Financial Distributors Experience February 2005 - November 2006
Job
Industry Insurance
Experience
Lincoln Financial Group July 2010 - Present
Lincoln Financial Group November 2006 - July 2010
Lincoln Financial Distributors February 2005 - November 2006
Phoenix Life Insurance Company 2003 - 2005
Phoenix Life Insurance Company 2002 - 2003
Skills
Series 6, Series 63, Life Insurance, Employee Benefits, Underwriting, Executive Benefit..., CLU, COLI, BOLI, Private Placements
Education
University of Connecticut 1995 — 1999
BA
Lincoln Financial Group July 2010 - Present
Lincoln Financial Group November 2006 - July 2010
Lincoln Financial Distributors February 2005 - November 2006
Phoenix Life Insurance Company 2003 - 2005
Phoenix Life Insurance Company 2002 - 2003
Skills
Series 6, Series 63, Life Insurance, Employee Benefits, Underwriting, Executive Benefit..., CLU, COLI, BOLI, Private Placements
Education
University of Connecticut 1995 — 1999
BA
Steve Simpson CLU, ChFC, LUTCF's Lincoln Financial Distributors Experience January 2011 - October 2011
Job External Wholesaler/Field Sales Associate at State Farm
Industry Financial Services
Experience
State Farm May 2015 - Present
AIG September 2013 - May 2015
Allstate Financial October 2012 - September 2013
Lincoln Financial Distributors January 2011 - October 2011
Lincoln Financial Distributors April 2008 - January 2011
Jefferson Pilot Financial May 2005 - April 2008
Haywood Simpson Insurance Agency, Inc. March 1990 - May 2005
Skills
Fixed Annuities, Series 63, Life Insurance, Retirement, Retirement Planning, Series 6, Financial Services, Wealth Management, Sales, Securities, Property & Casualty..., FINRA, Underwriting, Financial Advisory, Asset Allocation, Disability Insurance, IRAs, Business Development, Term Life Insurance, Insurance, Mutual Funds, Long-term Care, Investments, Financial Planning
Education
University of North Carolina at Chapel Hill 1985 — 1989
B/A, Political Science
State Farm May 2015 - Present
AIG September 2013 - May 2015
Allstate Financial October 2012 - September 2013
Lincoln Financial Distributors January 2011 - October 2011
Lincoln Financial Distributors April 2008 - January 2011
Jefferson Pilot Financial May 2005 - April 2008
Haywood Simpson Insurance Agency, Inc. March 1990 - May 2005
Skills
Fixed Annuities, Series 63, Life Insurance, Retirement, Retirement Planning, Series 6, Financial Services, Wealth Management, Sales, Securities, Property & Casualty..., FINRA, Underwriting, Financial Advisory, Asset Allocation, Disability Insurance, IRAs, Business Development, Term Life Insurance, Insurance, Mutual Funds, Long-term Care, Investments, Financial Planning
Education
University of North Carolina at Chapel Hill 1985 — 1989
B/A, Political Science
Ryan Dooley's Lincoln Financial Distributors Experience May 2015 - July 2015
Job •Student at Villanova University School of Business •Accounting Major •Finance Minor •Spanish Minor
Industry Accounting
Experience
Vineyard Vines August 2014 - Present
Lincoln Financial Distributors May 2015 - July 2015
Villanova University September 2013 - May 2014
Pump It Up September 2011 - March 2013
Skills
Teamwork, Time Management, Social Media, Financial Analysis, Microsoft Office, Salesforce.com, Spanish, Customer Service, Marketing, Social Networking, Sales, Microsoft Excel, Microsoft Word, Facebook
Education
Villanova University 2013 — 2017
Accounting; Finance, Spanish
Universidad de Cádiz
Spanish Language and Literature, Summer Abroad
St. Joseph's Preparatory 2009 — 2013
Vineyard Vines August 2014 - Present
Lincoln Financial Distributors May 2015 - July 2015
Villanova University September 2013 - May 2014
Pump It Up September 2011 - March 2013
Skills
Teamwork, Time Management, Social Media, Financial Analysis, Microsoft Office, Salesforce.com, Spanish, Customer Service, Marketing, Social Networking, Sales, Microsoft Excel, Microsoft Word, Facebook
Education
Villanova University 2013 — 2017
Accounting; Finance, Spanish
Universidad de Cádiz
Spanish Language and Literature, Summer Abroad
St. Joseph's Preparatory 2009 — 2013
Joan Roby Joan Roby's Lincoln Financial Distributors Experience 2001 - 2003
Job Vice President at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare January 2007 - Present
Aetna March 2005 - December 2006
Aetna July 2003 - March 2005
Lincoln Financial Distributors 2001 - 2003
Aetna Financial Services 1997 - 2000
Aetna 1997 - 1998
Aetna 1996 - 1997
Aetna Life & Casualty 1995 - 1997
MicroPatent 1991 - 1993
Education
The University of Connecticut School of Business
MBA, Finance, Small Business
The University of Connecticut School of Business
BS, Accounting
UnitedHealthcare January 2007 - Present
Aetna March 2005 - December 2006
Aetna July 2003 - March 2005
Lincoln Financial Distributors 2001 - 2003
Aetna Financial Services 1997 - 2000
Aetna 1997 - 1998
Aetna 1996 - 1997
Aetna Life & Casualty 1995 - 1997
MicroPatent 1991 - 1993
Education
The University of Connecticut School of Business
MBA, Finance, Small Business
The University of Connecticut School of Business
BS, Accounting
Scott Lowe Scott Lowe's Lincoln Financial Distributors Experience 2006 - 2007
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company August 2014 - Present
AIG November 2012 - August 2014
AXA July 2007 - November 2011
Lincoln Financial Distributors 2006 - 2007
Phoenix Life Insurance Company 2004 - 2007
Phoenix Life Insurance Company September 2000 - August 2004
Phoenix Life Insurance Company 1995 - 2000
Skills
Life Insurance, Term Life Insurance, Retirement, Retirement Planning, Series 6, Long-term Care, Estate Planning, Series 63, Series 26, 401k, advanced sales training, Business Development, Business Planning, Consultative Sales..., Financial Products, Legacy Strategies, Linkedin Training, Survivorship Life, Retirement Strategies
Education
University of Georgia - Terry College of Business 2002 — 2005
BBA, Finance
Pacific Life Insurance Company August 2014 - Present
AIG November 2012 - August 2014
AXA July 2007 - November 2011
Lincoln Financial Distributors 2006 - 2007
Phoenix Life Insurance Company 2004 - 2007
Phoenix Life Insurance Company September 2000 - August 2004
Phoenix Life Insurance Company 1995 - 2000
Skills
Life Insurance, Term Life Insurance, Retirement, Retirement Planning, Series 6, Long-term Care, Estate Planning, Series 63, Series 26, 401k, advanced sales training, Business Development, Business Planning, Consultative Sales..., Financial Products, Legacy Strategies, Linkedin Training, Survivorship Life, Retirement Strategies
Education
University of Georgia - Terry College of Business 2002 — 2005
BBA, Finance
Gregory Koertgen Gregory Koertgen's Lincoln Financial Distributors Experience April 1999 - January 2006
Job Wealth Management Consultant at Saybrus Partners, Inc
Industry Insurance
Experience
Saybrus Partners, Inc April 2014 - Present
VALIC Financial Advisors January 2013 - April 2014
Producers Financial Group December 2009 - July 2011
Genworth Financial January 2006 - January 2009
Lincoln Financial Distributors April 1999 - January 2006
All American Life Insurance Company March 1996 - February 1999
Skills
Long Term Care, Insurance, Term Life Insurance, Series 6, Customer Relations, Consultative Selling, Account Management, Wholesaling, Wholesale, Long-term Care, Universal Life, Long Term Care Insurance, Retirement Planning, Customer Service, Marketing, Financial Advisory, Marketing Strategy, Selling, Life Insurance, Fixed Annuities, Estate Planning, Whole Life, Variable Annuities, Retirement, Financial Services, Employee Benefits, Series 63, 401k, IRAs, Mutual Funds, Financial Planners, FINRA, Strategic Financial..., Asset Allocation, Investment Advisory, Wealth, Health Insurance
Education
University of Dayton
Bachelor of Science (BS), Marketing
Saybrus Partners, Inc April 2014 - Present
VALIC Financial Advisors January 2013 - April 2014
Producers Financial Group December 2009 - July 2011
Genworth Financial January 2006 - January 2009
Lincoln Financial Distributors April 1999 - January 2006
All American Life Insurance Company March 1996 - February 1999
Skills
Long Term Care, Insurance, Term Life Insurance, Series 6, Customer Relations, Consultative Selling, Account Management, Wholesaling, Wholesale, Long-term Care, Universal Life, Long Term Care Insurance, Retirement Planning, Customer Service, Marketing, Financial Advisory, Marketing Strategy, Selling, Life Insurance, Fixed Annuities, Estate Planning, Whole Life, Variable Annuities, Retirement, Financial Services, Employee Benefits, Series 63, 401k, IRAs, Mutual Funds, Financial Planners, FINRA, Strategic Financial..., Asset Allocation, Investment Advisory, Wealth, Health Insurance
Education
University of Dayton
Bachelor of Science (BS), Marketing
Adam Brochetti Adam Brochetti's Lincoln Financial Distributors Experience June 2014 - Present
Job Regional Vice President, Variable Annuity Sales at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors June 2014 - Present
Lincoln Financial Distributors February 2014 - June 2014
Lincoln Financial Distributors July 2013 - February 2014
Walter Reed National Military Medical Center March 2012 - June 2013
The Basic School September 2011 - February 2012
2nd Reconnaissance Battalion July 2009 - September 2011
3rd Battalion 8th Marines January 2008 - July 2009
Skills
Security Clearance, Operational Planning, Military Experience, Military, Leadership, Military Operations, Marine Corps, National Security, Reconnaissance, Intelligence Analysis, Force Protection, Tactics, Command, Training, DoD, Counterinsurgency, Special Operations, Top Secret, Organizational..., Project Planning, Instructor-led Training, Risk Assessment, Personnel Supervision, Program Management, Leadership Development, Strategic Leadership, Small Unit Leadership
Education
United States Naval Academy 2002 — 2006
Bachelor of Science (B.S.), Ocean Engineering
Lincoln Financial Distributors June 2014 - Present
Lincoln Financial Distributors February 2014 - June 2014
Lincoln Financial Distributors July 2013 - February 2014
Walter Reed National Military Medical Center March 2012 - June 2013
The Basic School September 2011 - February 2012
2nd Reconnaissance Battalion July 2009 - September 2011
3rd Battalion 8th Marines January 2008 - July 2009
Skills
Security Clearance, Operational Planning, Military Experience, Military, Leadership, Military Operations, Marine Corps, National Security, Reconnaissance, Intelligence Analysis, Force Protection, Tactics, Command, Training, DoD, Counterinsurgency, Special Operations, Top Secret, Organizational..., Project Planning, Instructor-led Training, Risk Assessment, Personnel Supervision, Program Management, Leadership Development, Strategic Leadership, Small Unit Leadership
Education
United States Naval Academy 2002 — 2006
Bachelor of Science (B.S.), Ocean Engineering
Patrick C. Campbell, III Patrick C. Campbell, III's Lincoln Financial Distributors Experience July 2013 - February 2014
Job Internal Wholesaler, Retirement Plan Sales at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors July 2013 - February 2014
Ascensus August 2012 - July 2013
Environmental Consulting, Inc. December 2011 - August 2012
Haines and Associates Law Firm June 2010 - September 2010
Skills
Series 63, Series 6, Pennsylvania State Life...
Education
The Ohio State University 2007 — 2011
Lincoln Financial Distributors July 2013 - February 2014
Ascensus August 2012 - July 2013
Environmental Consulting, Inc. December 2011 - August 2012
Haines and Associates Law Firm June 2010 - September 2010
Skills
Series 63, Series 6, Pennsylvania State Life...
Education
The Ohio State University 2007 — 2011
Victoria Wallen Victoria Wallen's Lincoln Financial Distributors Experience May 2014 - June 2015
Job Account Manager, Partner Relations at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2015 - Present
Lincoln Financial Distributors May 2014 - June 2015
Lincoln Financial Group April 2011 - April 2014
Bank of America Merrill Lynch January 2010 - December 2010
Four Seasons Hotels and Resorts April 2007 - September 2009
Mochila January 2007 - April 2007
Skills
Event Planning, Event Management, Corporate Events, Marketing, Budgets, Trade Shows, Events, Management, Hospitality, Social Media, Marketing Communications, Digital Marketing, Fundraising, Sponsorship, Program Management, Negotiation, Sales, Strategy, Leadership
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Communications and Fine Arts with a photography concentration
Germantown Academy 1989 — 2002
Lincoln Financial Group June 2015 - Present
Lincoln Financial Distributors May 2014 - June 2015
Lincoln Financial Group April 2011 - April 2014
Bank of America Merrill Lynch January 2010 - December 2010
Four Seasons Hotels and Resorts April 2007 - September 2009
Mochila January 2007 - April 2007
Skills
Event Planning, Event Management, Corporate Events, Marketing, Budgets, Trade Shows, Events, Management, Hospitality, Social Media, Marketing Communications, Digital Marketing, Fundraising, Sponsorship, Program Management, Negotiation, Sales, Strategy, Leadership
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Communications and Fine Arts with a photography concentration
Germantown Academy 1989 — 2002
Bob McCommon's Lincoln Financial Distributors Experience August 2008 - December 2008
Job Sr VP; Dir Annuity Sales & Opns at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities September 2012 - Present
InSource February 2011 - September 2012
Allstate July 2009 - May 2011
Lincoln Financial Distributors August 2008 - December 2008
AIG SunAmerica September 2006 - July 2008
Genworth Financial March 2004 - September 2006
Morgan Keegan November 1999 - February 2004
PFIC Securities October 1997 - October 1999
Skills
Fixed Annuities, Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, Retirement, Series 24, Investments, Wealth Management, Series 65, 401k, Separately Managed..., Insurance, Strategic Financial..., IRAs, Long-term Care, Uniform Combined State..., Financial Advisory, Variable Annuities
Education
The University of Memphis 1991 — 1994
MBA, Marketing
The University of Memphis 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General
Wunderlich Securities September 2012 - Present
InSource February 2011 - September 2012
Allstate July 2009 - May 2011
Lincoln Financial Distributors August 2008 - December 2008
AIG SunAmerica September 2006 - July 2008
Genworth Financial March 2004 - September 2006
Morgan Keegan November 1999 - February 2004
PFIC Securities October 1997 - October 1999
Skills
Fixed Annuities, Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, Retirement, Series 24, Investments, Wealth Management, Series 65, 401k, Separately Managed..., Insurance, Strategic Financial..., IRAs, Long-term Care, Uniform Combined State..., Financial Advisory, Variable Annuities
Education
The University of Memphis 1991 — 1994
MBA, Marketing
The University of Memphis 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General
Vinh Tran Vinh Tran's Lincoln Financial Distributors Experience February 2015 - Present
Job Regional 401(k) Sales Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors February 2015 - Present
Principal Financial Group September 2013 - February 2015
John Hancock Retirement Services March 2008 - August 2013
Charlotte Mecklenburg Police Department August 2005 - March 2008
RPM Exotics 2005 - 2005
Skills
Series 63, 401k, Retirement, Wholesaling, FINRA Series 6, Inside Sales, Retirement Planning, Retirement Plan..., Defined Benefit, Plan Design, Computer Forensics, Marketing Strategy, Series 6, Business Planning, Series 7, CRPS
Education
College of Financial Planning 2009 — 2010
Chartered Retirement Plans Specialist
University of North Carolina at Chapel Hill 2000 — 2004
BA, Economics, Management
Lincoln Financial Distributors February 2015 - Present
Principal Financial Group September 2013 - February 2015
John Hancock Retirement Services March 2008 - August 2013
Charlotte Mecklenburg Police Department August 2005 - March 2008
RPM Exotics 2005 - 2005
Skills
Series 63, 401k, Retirement, Wholesaling, FINRA Series 6, Inside Sales, Retirement Planning, Retirement Plan..., Defined Benefit, Plan Design, Computer Forensics, Marketing Strategy, Series 6, Business Planning, Series 7, CRPS
Education
College of Financial Planning 2009 — 2010
Chartered Retirement Plans Specialist
University of North Carolina at Chapel Hill 2000 — 2004
BA, Economics, Management
Cristina Mucchetti Cristina Mucchetti's Lincoln Financial Distributors Experience July 2014 - Present
Job Inbound Sales Representative at Lincoln Financial Distributors
Industry Public Relations and Communications
Experience
Lincoln Financial Distributors July 2014 - Present
Jenna Communications September 2013 - April 2014
The Hamels Foundation June 2013 - August 2013
Skills
Social Media, Microsoft Word, PowerPoint, Facebook, Blogging, Social Networking, Event Planning, Research, Public Speaking, Microsoft Office, Press Releases
Education
Villanova University 2010 — 2014
Bachelor of Arts, English
University of Melbourne 2012 — 2012
Lincoln Financial Distributors July 2014 - Present
Jenna Communications September 2013 - April 2014
The Hamels Foundation June 2013 - August 2013
Skills
Social Media, Microsoft Word, PowerPoint, Facebook, Blogging, Social Networking, Event Planning, Research, Public Speaking, Microsoft Office, Press Releases
Education
Villanova University 2010 — 2014
Bachelor of Arts, English
University of Melbourne 2012 — 2012
Bonnie Baker Bonnie Baker's Lincoln Financial Distributors Experience December 2010 - April 2014
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Lincoln Financial Distributors December 2010 - April 2014
Morgan Stanley Smith Barney November 2004 - November 2010
Merrill Lynch June 1997 - November 2004
J & W. Seligman January 1992 - December 1997
J. & W. Seligman 1992 - 1997
Prudential Securities 1987 - 1992
Skills
Series 7, Investment Advisory, Portfolio Management, Investments, Retirement, Equities, Financial Advisory, Financial Services, 401k, Strategy, Fixed Income, Endowments, Institutional, Strategic Financial..., Asset Management, Foundations, Relationship Management, Alternative Investments, Asset Allocation, Series 63, Finance, Investment Management, Mutual Funds, High Net Worth..., Retirement Solutions
Education
University of Phoenix
MBA, Finance
University of South Florida
BA, Marketing Research/Accounting
Fidelity Investments July 2014 - Present
Lincoln Financial Distributors December 2010 - April 2014
Morgan Stanley Smith Barney November 2004 - November 2010
Merrill Lynch June 1997 - November 2004
J & W. Seligman January 1992 - December 1997
J. & W. Seligman 1992 - 1997
Prudential Securities 1987 - 1992
Skills
Series 7, Investment Advisory, Portfolio Management, Investments, Retirement, Equities, Financial Advisory, Financial Services, 401k, Strategy, Fixed Income, Endowments, Institutional, Strategic Financial..., Asset Management, Foundations, Relationship Management, Alternative Investments, Asset Allocation, Series 63, Finance, Investment Management, Mutual Funds, High Net Worth..., Retirement Solutions
Education
University of Phoenix
MBA, Finance
University of South Florida
BA, Marketing Research/Accounting
Mark Prillaman Mark Prillaman's Lincoln Financial Distributors Experience 2005 - 2009
Job Senior Marketing Director and Branch Office Manager at Transamerica Financial Advisors
Industry Financial Services
Experience
Eagle Life Insurance Company May 2013 - November 2014
Transamerica Financial Advisors, Inc. January 2011 - April 2013
Realty Capital Securities October 2009 - December 2010
Lincoln Financial Distributors 2005 - 2009
ING 1999 - 2005
London Pacific Life & Annuity 1994 - 1999
Skills
Series 7, Series 63, Annuity, Sales Management, Retirement Planning, Annuities, Securities, Mutual Funds, New Business Development, Insurance, Investments, Coaching, Team Building, Consultative Selling, Financial Planning, Strategic Planning, Wealth Management, Public Speaking, Retirement, Sales, Leadership, Management, Marketing, Fixed Annuities, Annuity Sales, Indexed Annuities, Selling, Strategic Financial...
Education
University of North Carolina at Chapel Hill
BS Business Administration - Kenan Flagler School of Business, Business Administration and Management
Eagle Life Insurance Company May 2013 - November 2014
Transamerica Financial Advisors, Inc. January 2011 - April 2013
Realty Capital Securities October 2009 - December 2010
Lincoln Financial Distributors 2005 - 2009
ING 1999 - 2005
London Pacific Life & Annuity 1994 - 1999
Skills
Series 7, Series 63, Annuity, Sales Management, Retirement Planning, Annuities, Securities, Mutual Funds, New Business Development, Insurance, Investments, Coaching, Team Building, Consultative Selling, Financial Planning, Strategic Planning, Wealth Management, Public Speaking, Retirement, Sales, Leadership, Management, Marketing, Fixed Annuities, Annuity Sales, Indexed Annuities, Selling, Strategic Financial...
Education
University of North Carolina at Chapel Hill
BS Business Administration - Kenan Flagler School of Business, Business Administration and Management
John Sermania John Sermania's Lincoln Financial Distributors Experience December 2007 - September 2008
Job at TS Capital, LLC
Industry Financial Services
Experience
TS Capital, LLC October 2009 - Present
Sovereign Bank January 2009 - November 2009
Lincoln Financial Distributors December 2007 - September 2008
AIG SunAmerica October 2006 - December 2007
AIG SunAmerica December 2000 - October 2006
First Union Brokerage Services October 1998 - December 2000
Morgan Stanley June 1996 - October 1998
Skills
Series 7, Investments, Series 63, Retirement, Financial Advisory, Sales&Marketing, Unit Investment Trusts, Financial Services, Relationship..., Business Development, Separately Managed..., Relationship Management, Variable Annuities, Fixed Annuities, Mutual Funds, 401k
Education
Thomas Edison State College 1993 — 1996
B.S. B.A., Business
Villanova University
TS Capital, LLC October 2009 - Present
Sovereign Bank January 2009 - November 2009
Lincoln Financial Distributors December 2007 - September 2008
AIG SunAmerica October 2006 - December 2007
AIG SunAmerica December 2000 - October 2006
First Union Brokerage Services October 1998 - December 2000
Morgan Stanley June 1996 - October 1998
Skills
Series 7, Investments, Series 63, Retirement, Financial Advisory, Sales&Marketing, Unit Investment Trusts, Financial Services, Relationship..., Business Development, Separately Managed..., Relationship Management, Variable Annuities, Fixed Annuities, Mutual Funds, 401k
Education
Thomas Edison State College 1993 — 1996
B.S. B.A., Business
Villanova University
Dessere McGillvray Dessere McGillvray's Lincoln Financial Distributors Experience January 2008 - October 2012
Job HR Associate at Pfizer
Industry Human Resources
Experience
Pfizer January 2015 - Present
Pfizer October 2012 - January 2015
Lincoln Financial Distributors January 2008 - October 2012
ING 2007 - 2008
Skills
Series 6, Series 63, Insurance, Mutual Funds, Retirement, PeopleSoft, Performance Management, Human Resources, Reporting & Analysis, Oracle, Project Management, Talent Management, College Recruiting, Team Building, HRIS, Succession Planning
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Human Resouces Management
University of Phoenix 2009 — 2011
Associate of Arts (A.A.), Psychology
Pfizer January 2015 - Present
Pfizer October 2012 - January 2015
Lincoln Financial Distributors January 2008 - October 2012
ING 2007 - 2008
Skills
Series 6, Series 63, Insurance, Mutual Funds, Retirement, PeopleSoft, Performance Management, Human Resources, Reporting & Analysis, Oracle, Project Management, Talent Management, College Recruiting, Team Building, HRIS, Succession Planning
Education
University of Phoenix 2011 — 2013
Bachelor's degree, Human Resouces Management
University of Phoenix 2009 — 2011
Associate of Arts (A.A.), Psychology
Rich Westlund's Lincoln Financial Distributors Experience 2001 - 2011
Job Senior VP Sales, Midwest Region at Lightstone Group
Industry Financial Services
Experience
Lightstone Group November 2012 - Present
Lincoln Financial Distributors 2001 - 2011
Securian Financial Group 1988 - 1998
Thrivent Financial for Lutherans 1976 - 1987
Skills
Wholesaling, REITs, Alternative Investments, Mutual Funds, Annuities, Life Insurance, Prospecting, Relationship Development, Consultative Selling, New Business Acquisition, Marketing Strategy, Retirement Planning, Asset Allocation, Public Speaking, Act!, Excel, Word, Powerpoint
Education
University of Minnesota-Twin Cities
Journalism/Mass Communications
Lightstone Group November 2012 - Present
Lincoln Financial Distributors 2001 - 2011
Securian Financial Group 1988 - 1998
Thrivent Financial for Lutherans 1976 - 1987
Skills
Wholesaling, REITs, Alternative Investments, Mutual Funds, Annuities, Life Insurance, Prospecting, Relationship Development, Consultative Selling, New Business Acquisition, Marketing Strategy, Retirement Planning, Asset Allocation, Public Speaking, Act!, Excel, Word, Powerpoint
Education
University of Minnesota-Twin Cities
Journalism/Mass Communications
Megan Sassone's Lincoln Financial Distributors Experience June 2013 - August 2015
Job Currently seeking opportunities in the Financial Field
Industry Financial Services
Experience
Lincoln Financial Distributors June 2013 - August 2015
Lincoln Financial Distributors September 2012 - June 2013
Lincoln Financial Group June 2011 - September 2012
Lincoln Financial Group April 2010 - June 2011
Crown Honda March 2006 - April 2010
Skills
Insurance, Sales, Financial Services, Microsoft Excel, Salesforce.com, Marketing, Leadership, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Call Centers, Access, Customer Satisfaction, WebEx, FINRA, Series 6, Series 63, State Life and Health, Member of Toastmasters
Education
University of North Carolina at Greensboro 2006 — 2011
Bachelor of Fine Arts (B.F.A.), Design
Lincoln Financial Distributors June 2013 - August 2015
Lincoln Financial Distributors September 2012 - June 2013
Lincoln Financial Group June 2011 - September 2012
Lincoln Financial Group April 2010 - June 2011
Crown Honda March 2006 - April 2010
Skills
Insurance, Sales, Financial Services, Microsoft Excel, Salesforce.com, Marketing, Leadership, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Call Centers, Access, Customer Satisfaction, WebEx, FINRA, Series 6, Series 63, State Life and Health, Member of Toastmasters
Education
University of North Carolina at Greensboro 2006 — 2011
Bachelor of Fine Arts (B.F.A.), Design
J. Greg McGowan J. Greg McGowan's Lincoln Financial Distributors Experience 2015 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors 2015 - Present
Lightstone Capital Markets June 2012 - January 2015
TNP, LLC March 2011 - June 2012
KBS Capital Markets Group 2009 - March 2011
Lincoln Financial Group 2004 - 2009
AXA Financial 2000 - 2004
Skills
Series 63, Asset Managment, Securities, Mutual Funds, Series 7, Retirement, Variable Annuities, Investments, Alternative Investments, Fixed Annuities, Wealth Management, Series 24, Series 6, Retirement Planning
Education
University of Rhode Island 1981 — 1985
B.S., Business
Lincoln Financial Distributors 2015 - Present
Lightstone Capital Markets June 2012 - January 2015
TNP, LLC March 2011 - June 2012
KBS Capital Markets Group 2009 - March 2011
Lincoln Financial Group 2004 - 2009
AXA Financial 2000 - 2004
Skills
Series 63, Asset Managment, Securities, Mutual Funds, Series 7, Retirement, Variable Annuities, Investments, Alternative Investments, Fixed Annuities, Wealth Management, Series 24, Series 6, Retirement Planning
Education
University of Rhode Island 1981 — 1985
B.S., Business
David Grantham David Grantham's Lincoln Financial Distributors Experience June 2014 - Present
Job Annuity Sales Representative at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors June 2014 - Present
Northwestern Mutual 2011 - 2012
Skills
Disability Insurance, Financial Analysis, Sales, Finance, Customer Service, Social Media
Education
University of North Carolina at Greensboro
BA, Business
Lincoln Financial Distributors June 2014 - Present
Northwestern Mutual 2011 - 2012
Skills
Disability Insurance, Financial Analysis, Sales, Finance, Customer Service, Social Media
Education
University of North Carolina at Greensboro
BA, Business
Scott Blankenship Scott Blankenship's Lincoln Financial Distributors Experience August 2006 - November 2007
Job Head of Intermediary Sales and Distribution at WHV Investment Management, Inc.
Industry Financial Services
Experience
WHV Investment Management, Inc. May 2013 - Present
Steelpath Advisors January 2011 - May 2013
Alps Advisors November 2007 - January 2011
Lincoln Financial Distributors August 2006 - November 2007
Janus Capital Group November 2002 - August 2006
Skills
401k, Alternative Investments, Asset Management, Banking, Bonds, Defined Contribution, ETFs, Equities, Finance, Financial Advisory, Financial Modeling, Fixed Income, Hedge Funds, Institutional Sales, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, MLP, Marketing, Mutual Funds, Registered Investment..., Risk Management, Sales, Securities, Series 6, Series 63, Series 65, Series 7, Strategic Planning, Wealth Management...
Education
University of Maryland College Park
B.A.
Webster University
MBA
WHV Investment Management, Inc. May 2013 - Present
Steelpath Advisors January 2011 - May 2013
Alps Advisors November 2007 - January 2011
Lincoln Financial Distributors August 2006 - November 2007
Janus Capital Group November 2002 - August 2006
Skills
401k, Alternative Investments, Asset Management, Banking, Bonds, Defined Contribution, ETFs, Equities, Finance, Financial Advisory, Financial Modeling, Fixed Income, Hedge Funds, Institutional Sales, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, MLP, Marketing, Mutual Funds, Registered Investment..., Risk Management, Sales, Securities, Series 6, Series 63, Series 65, Series 7, Strategic Planning, Wealth Management...
Education
University of Maryland College Park
B.A.
Webster University
MBA
Jay Spence Jay Spence's Lincoln Financial Distributors Experience August 2008 - July 2009
Job Sales Representative (Group Benefits) at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2009 - Present
Lincoln Financial Distributors August 2008 - July 2009
CBS Radio May 2007 - August 2007
Skills
Employee Benefits, Critical Illness, Group Insurance, Accident, Sales, Leadership, Accident Insurance, Team Building, Insurance, Sales Operations, New Business Development, Management, Cold Calling, Customer Retention, Direct Sales, Sales Process, Sales Presentations, Relationship Management, Selling, Building Relationships, Customer Satisfaction, Recruiting, Life Insurance, Brokers, Marketing
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Arts, Journalism and Mass Communication
Charlotte Catholic High School 2000 — 2004
Lincoln Financial Group August 2009 - Present
Lincoln Financial Distributors August 2008 - July 2009
CBS Radio May 2007 - August 2007
Skills
Employee Benefits, Critical Illness, Group Insurance, Accident, Sales, Leadership, Accident Insurance, Team Building, Insurance, Sales Operations, New Business Development, Management, Cold Calling, Customer Retention, Direct Sales, Sales Process, Sales Presentations, Relationship Management, Selling, Building Relationships, Customer Satisfaction, Recruiting, Life Insurance, Brokers, Marketing
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Arts, Journalism and Mass Communication
Charlotte Catholic High School 2000 — 2004
Brian McArthur Brian McArthur's Lincoln Financial Distributors Experience August 2013 - Present
Job Regional Marketing Director at Lincoln Financial Distributors, Inc. / Moneyguard
Industry Financial Services
Experience
Lincoln Financial Distributors August 2013 - Present
Incapital July 2012 - August 2013
WBI Investments August 2011 - July 2012
Sun Life Financial February 2005 - September 2011
PLANCO January 2002 - February 2005
AIG SunAmerica January 2000 - January 2002
SunAmerica January 2000 - December 2001
Skills
Series 7, Series 63, Separately Managed..., Fixed Annuities, Retirement Planning, Series 6, Mutual Funds, Life Insurance, Variable Annuities, Alternative Investments, Financial Advisory, Retirement, Financial Services, Asset Allocation, 401k, Insurance, Series 65, FINRA
Education
University of San Diego 1995 — 1998
Bachelor's, Business Administration
Connetquot High School 1990 — 1993
Suffolk County Community College, Associates Degree in Business Administration
Lincoln Financial Distributors August 2013 - Present
Incapital July 2012 - August 2013
WBI Investments August 2011 - July 2012
Sun Life Financial February 2005 - September 2011
PLANCO January 2002 - February 2005
AIG SunAmerica January 2000 - January 2002
SunAmerica January 2000 - December 2001
Skills
Series 7, Series 63, Separately Managed..., Fixed Annuities, Retirement Planning, Series 6, Mutual Funds, Life Insurance, Variable Annuities, Alternative Investments, Financial Advisory, Retirement, Financial Services, Asset Allocation, 401k, Insurance, Series 65, FINRA
Education
University of San Diego 1995 — 1998
Bachelor's, Business Administration
Connetquot High School 1990 — 1993
Suffolk County Community College, Associates Degree in Business Administration
Scott Daniels's Lincoln Financial Distributors Experience August 2006 - December 2008
Job Regional Vice President Institutional Distribution
Industry Insurance
Experience
Prudential Life Insurance Company of America January 2013 - Present
The Hartford May 2011 - January 2013
MetLife February 2009 - May 2011
Lincoln Financial Distributors August 2006 - December 2008
OneAmerica October 2005 - July 2006
Magner Network - McCamish Systems January 2000 - August 2005
Magner Network 2000 - 2005
Skills
Insurance, Sales, Leadership, Life Insurance, Marketing, Sales Management, Disability Insurance, Strategic Planning, Team Building
Education
University of North Carolina at Charlotte 1988 — 1993
Bachelor of Science (BS), Political Science and Government
Clearwater central catholic
Prudential Life Insurance Company of America January 2013 - Present
The Hartford May 2011 - January 2013
MetLife February 2009 - May 2011
Lincoln Financial Distributors August 2006 - December 2008
OneAmerica October 2005 - July 2006
Magner Network - McCamish Systems January 2000 - August 2005
Magner Network 2000 - 2005
Skills
Insurance, Sales, Leadership, Life Insurance, Marketing, Sales Management, Disability Insurance, Strategic Planning, Team Building
Education
University of North Carolina at Charlotte 1988 — 1993
Bachelor of Science (BS), Political Science and Government
Clearwater central catholic
Jordan Craig Jordan Craig's Lincoln Financial Distributors Experience November 2013 - Present
Job Helping advisors grow their business by providing superior wealth products
Industry Financial Services
Experience
Lincoln Financial Distributors November 2013 - Present
Lincoln Financial Distributors September 2012 - November 2013
Starbucks November 2011 - September 2012
Trinity University December 2009 - December 2011
Katy Hardware August 2006 - July 2008
Skills
Customer Satisfaction, Marketing, Customer Service, PowerPoint, Facebook, Microsoft Office, Microsoft Excel, Microsoft Word, Series 6, Series 63, Life Insurance, Health Insurance, Long Term Care Insurance, Salesforce.com, Annuity Sales, Variable Annuities, Fixed Annuities, Indexed Annuities
Education
Trinity University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Vesalius College
Lincoln Financial Distributors November 2013 - Present
Lincoln Financial Distributors September 2012 - November 2013
Starbucks November 2011 - September 2012
Trinity University December 2009 - December 2011
Katy Hardware August 2006 - July 2008
Skills
Customer Satisfaction, Marketing, Customer Service, PowerPoint, Facebook, Microsoft Office, Microsoft Excel, Microsoft Word, Series 6, Series 63, Life Insurance, Health Insurance, Long Term Care Insurance, Salesforce.com, Annuity Sales, Variable Annuities, Fixed Annuities, Indexed Annuities
Education
Trinity University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Vesalius College
Bryce Hamilton's Lincoln Financial Distributors Experience February 2004 - August 2009
Job Founder & Partner Vestus Group
Industry Financial Services
Experience
The VESTUS Group March 2013 - Present
VESTUS Group Wealth Management March 2013 - Present
MPC Internship Advisory Committee May 2014 - Present
Ross Valley Lacrosse Club July 2012 - September 2013
KBR Capital Partners July 2012 - March 2013
Thompson National Properties, LLC. December 2010 - June 2012
Select Capital Corporation, LLC. June 2010 - October 2010
Transamerica Capital August 2009 - June 2010
Lincoln Financial Distributors February 2004 - August 2009
AXA Financial October 2000 - February 2004
Skills
Real Estate Investment, Investments, Annuities, Retirement Planning, Financial Advisory, Public Speaking, Business Strategy, Alternative Investments, Corporate Branding, Coaching, Asset Management, Sales, Strategy
Education
University of North Carolina at Charlotte 1996 — 1997
BA, Econ/Communications
University of Richmond 1992 — 1995
Bachelor's degree, Communications/Leadership
Summit High School 1989 — 1992
College/University Preparatory and Advanced High School/Secondary Diploma Program
The VESTUS Group March 2013 - Present
VESTUS Group Wealth Management March 2013 - Present
MPC Internship Advisory Committee May 2014 - Present
Ross Valley Lacrosse Club July 2012 - September 2013
KBR Capital Partners July 2012 - March 2013
Thompson National Properties, LLC. December 2010 - June 2012
Select Capital Corporation, LLC. June 2010 - October 2010
Transamerica Capital August 2009 - June 2010
Lincoln Financial Distributors February 2004 - August 2009
AXA Financial October 2000 - February 2004
Skills
Real Estate Investment, Investments, Annuities, Retirement Planning, Financial Advisory, Public Speaking, Business Strategy, Alternative Investments, Corporate Branding, Coaching, Asset Management, Sales, Strategy
Education
University of North Carolina at Charlotte 1996 — 1997
BA, Econ/Communications
University of Richmond 1992 — 1995
Bachelor's degree, Communications/Leadership
Summit High School 1989 — 1992
College/University Preparatory and Advanced High School/Secondary Diploma Program
Sean McGinn Sean McGinn's Lincoln Financial Distributors Experience June 2013 - August 2013
Job Field Coordinator at Unum
Industry Insurance
Experience
Unum June 2015 - Present
Unequal Technologies June 2014 - January 2015
Lincoln Financial Distributors June 2013 - August 2013
MSI International, Inc May 2012 - August 2012
New Horizons Housing May 2011 - August 2011
Applebrook Golf Club April 2006 - September 2009
Skills
Series 63, Venture Capital, Microsoft Word, Public Speaking, Customer Service, Leadership, Microsoft Excel, Facebook, Securities, Investment Management
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BS), Marketing, Senior
Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science (BS), Marketing
Unum June 2015 - Present
Unequal Technologies June 2014 - January 2015
Lincoln Financial Distributors June 2013 - August 2013
MSI International, Inc May 2012 - August 2012
New Horizons Housing May 2011 - August 2011
Applebrook Golf Club April 2006 - September 2009
Skills
Series 63, Venture Capital, Microsoft Word, Public Speaking, Customer Service, Leadership, Microsoft Excel, Facebook, Securities, Investment Management
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BS), Marketing, Senior
Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science (BS), Marketing
Dan Rush's Lincoln Financial Distributors Experience March 2004 - Present
Job Investment Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors March 2004 - Present
The Hartford March 1995 - March 2004
Osbon Medical Systems June 1991 - March 1995
Skills
Series 63, Series 6, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Variable Annuities, FINRA, Wealth Management, Retirement, ETFs, Sales, Series 65
Education
University of Northern Iowa 1986 — 1991
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Lincoln Financial Distributors March 2004 - Present
The Hartford March 1995 - March 2004
Osbon Medical Systems June 1991 - March 1995
Skills
Series 63, Series 6, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Variable Annuities, FINRA, Wealth Management, Retirement, ETFs, Sales, Series 65
Education
University of Northern Iowa 1986 — 1991
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Sean Manion's Lincoln Financial Distributors Experience September 2000 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors September 2000 - Present
Janney Montgomery Scott 1998 - 2000
Skills
Mutual Funds, Sales, Marketing, Series 7, Fixed Annuities, Series 6, Series 63, Retirement Planning, Wealth Management, Variable Annuities, 401k, Retirement
Education
University of Delaware 1994 — 1998
Bachelor of Arts (BA), English
Episcopal Academy 1990 — 1993
Lincoln Financial Distributors September 2000 - Present
Janney Montgomery Scott 1998 - 2000
Skills
Mutual Funds, Sales, Marketing, Series 7, Fixed Annuities, Series 6, Series 63, Retirement Planning, Wealth Management, Variable Annuities, 401k, Retirement
Education
University of Delaware 1994 — 1998
Bachelor of Arts (BA), English
Episcopal Academy 1990 — 1993
Linda (Schulz) Freeze Linda (Schulz) Freeze's Lincoln Financial Distributors Experience August 1996 - December 2005
Job Regional Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 2010 - Present
SunAmerica May 2010 - December 2010
AXA Distributors January 2006 - July 2010
Lincoln Financial Distributors August 1996 - December 2005
PLM Distributors June 1993 - July 1996
Phoenix Leasing 1987 - 1993
Berg Harmon 1986 - 1987
Concord Assets 1984 - 1986
Thompson McKinnon May 1983 - December 1984
Education
University of Florida 1979 — 1983
Prudential Financial October 2010 - Present
SunAmerica May 2010 - December 2010
AXA Distributors January 2006 - July 2010
Lincoln Financial Distributors August 1996 - December 2005
PLM Distributors June 1993 - July 1996
Phoenix Leasing 1987 - 1993
Berg Harmon 1986 - 1987
Concord Assets 1984 - 1986
Thompson McKinnon May 1983 - December 1984
Education
University of Florida 1979 — 1983
Javier Ovalles Javier Ovalles's Lincoln Financial Distributors Experience 2001 - 2002
Job Retirement Plan Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2014 - Present
MassMutual Financial Group May 2014 - September 2014
Transamerica Retirement Solutions December 2012 - May 2014
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2012
Wells Fargo April 2006 - September 2009
Principal Financial Group 2004 - 2006
SelectQuote January 2003 - 2004
Lincoln Financial Distributors 2001 - 2002
Charles Schwab 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
401k, Investments, Insurance, Retirement Planning, Retirement, Leadership, Series 7, Mutual Funds, Employee Benefits, Strategy, Marketing, Lead Generation, Series 63, Securities, Strategic Planning, Management, Team Building, Long-term Care, Fixed Annuities, Financial Advisory, Finance, Negotiation, Competitive Analysis, Selling Skills, Business Development, Life Insurance, Health Insurance, CRM, Small Business, Social Influence, Relationship Management, Bilingual, Sales Management, Strategic Financial..., Sales, Budgets, Expense Management, Personal Financial..., FINRA, Defined Benefit, Financial Services, Portfolio Management, IRAs, Consulting, Asset Allocation, Wealth Management, 457 Plans, Financial Planning, Asset Management, Investment Advisory
Education
University of Pennsylvania 1992 — 1996
BA, Psychology
Winchester HS 1988 — 1992
Diploma, High School/Secondary Diplomas and Certificates
Transamerica Retirement Solutions October 2014 - Present
MassMutual Financial Group May 2014 - September 2014
Transamerica Retirement Solutions December 2012 - May 2014
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2012
Wells Fargo April 2006 - September 2009
Principal Financial Group 2004 - 2006
SelectQuote January 2003 - 2004
Lincoln Financial Distributors 2001 - 2002
Charles Schwab 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
401k, Investments, Insurance, Retirement Planning, Retirement, Leadership, Series 7, Mutual Funds, Employee Benefits, Strategy, Marketing, Lead Generation, Series 63, Securities, Strategic Planning, Management, Team Building, Long-term Care, Fixed Annuities, Financial Advisory, Finance, Negotiation, Competitive Analysis, Selling Skills, Business Development, Life Insurance, Health Insurance, CRM, Small Business, Social Influence, Relationship Management, Bilingual, Sales Management, Strategic Financial..., Sales, Budgets, Expense Management, Personal Financial..., FINRA, Defined Benefit, Financial Services, Portfolio Management, IRAs, Consulting, Asset Allocation, Wealth Management, 457 Plans, Financial Planning, Asset Management, Investment Advisory
Education
University of Pennsylvania 1992 — 1996
BA, Psychology
Winchester HS 1988 — 1992
Diploma, High School/Secondary Diplomas and Certificates
Brett Edmonds Brett Edmonds's Lincoln Financial Distributors Experience April 2014 - Present
Job Internal Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors April 2014 - Present
Lincoln Financial Distributors September 2013 - Present
Lincoln Financial Group May 2012 - September 2013
Spring Lake Golf Club March 2010 - November 2011
LABREPCO November 2007 - January 2010
Vision Creative Group June 2007 - July 2007
Lily Bandak (photographer) September 2005 - May 2007
Skills
Sales, Salesforce.com
Education
University of Delaware 2002 — 2007
Bachelors Degree, English; Business and Technical Writing
The Lawrenceville School 1999 — 2002
Lincoln Financial Distributors April 2014 - Present
Lincoln Financial Distributors September 2013 - Present
Lincoln Financial Group May 2012 - September 2013
Spring Lake Golf Club March 2010 - November 2011
LABREPCO November 2007 - January 2010
Vision Creative Group June 2007 - July 2007
Lily Bandak (photographer) September 2005 - May 2007
Skills
Sales, Salesforce.com
Education
University of Delaware 2002 — 2007
Bachelors Degree, English; Business and Technical Writing
The Lawrenceville School 1999 — 2002
Rob Brookshier's Lincoln Financial Distributors Experience April 2007 - Present
Job External wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors April 2007 - Present
Audio Advice 2004 - 2007
Lutron Electronics 2000 - 2004
US Navy 1993 - 2000
Skills
Outcome-Based Strategies, Retirement Planning, Investments, Retirement, Wealth Management, Taxes, Income, Market Risk, Wealth Protection
Education
United States Naval Academy 1987 — 1991
BS, Mechanical Engineering
Lincoln Financial Distributors April 2007 - Present
Audio Advice 2004 - 2007
Lutron Electronics 2000 - 2004
US Navy 1993 - 2000
Skills
Outcome-Based Strategies, Retirement Planning, Investments, Retirement, Wealth Management, Taxes, Income, Market Risk, Wealth Protection
Education
United States Naval Academy 1987 — 1991
BS, Mechanical Engineering
Matt DiFerdinando Matt DiFerdinando's Lincoln Financial Distributors Experience October 2011 - Present
Job Regional Marketing Director Washington/Oregon
Industry Financial Services
Experience
Lincoln Financial Distributors October 2011 - Present
Lincoln Financial Distributors March 2007 - October 2011
Education
University of Pittsburgh 2001 — 2005
Finance, Finance and Economics
Lincoln Financial Distributors October 2011 - Present
Lincoln Financial Distributors March 2007 - October 2011
Education
University of Pittsburgh 2001 — 2005
Finance, Finance and Economics
Kelly Lynch,CFP® Kelly Lynch,CFP®'s Lincoln Financial Distributors Experience July 2000 - October 2001
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Fairview Down Under April 2012 - December 2013
Traxxas September 2011 - April 2012
K&K Parties and Catering July 2007 - September 2011
Planted Earth, Inc. January 2002 - July 2007
Lincoln Financial Distributors July 2000 - October 2001
Lincoln Financial Distributors June 1999 - July 2000
H. D. Vest Financial Services October 1998 - June 1999
H. D. Vest August 1997 - October 1998
H. D. Vest June 1996 - August 1997
Education
The University of Texas at Austin 1992 — 1996
BBA, Finance
Merrill Lynch January 2014 - Present
Fairview Down Under April 2012 - December 2013
Traxxas September 2011 - April 2012
K&K Parties and Catering July 2007 - September 2011
Planted Earth, Inc. January 2002 - July 2007
Lincoln Financial Distributors July 2000 - October 2001
Lincoln Financial Distributors June 1999 - July 2000
H. D. Vest Financial Services October 1998 - June 1999
H. D. Vest August 1997 - October 1998
H. D. Vest June 1996 - August 1997
Education
The University of Texas at Austin 1992 — 1996
BBA, Finance
Bill Hannan's Lincoln Financial Distributors Experience August 2003 - August 2006
Job Regional Vice President at Prudential Investments
Industry Financial Services
Experience
Prudential Investments February 2012 - Present
Delaware Investments September 2006 - January 2012
Lincoln Financial Distributors August 2003 - August 2006
Merrill Lynch September 2001 - July 2003
Skills
Securities, Investments, Customer Relations, Sales Support, Research, Mutual Funds, Annuities, Morningstar, Zephyr, Retirement Income..., Equity Research, Separately Managed..., Alternative Investments, Asset Allocation, ETFs, Fixed Annuities, Hedge Funds, Investment Strategies, Retirement, Series 7, Wealth Management
Education
University of Central Florida 1996 — 2000
B.S., Finance
Prudential Investments February 2012 - Present
Delaware Investments September 2006 - January 2012
Lincoln Financial Distributors August 2003 - August 2006
Merrill Lynch September 2001 - July 2003
Skills
Securities, Investments, Customer Relations, Sales Support, Research, Mutual Funds, Annuities, Morningstar, Zephyr, Retirement Income..., Equity Research, Separately Managed..., Alternative Investments, Asset Allocation, ETFs, Fixed Annuities, Hedge Funds, Investment Strategies, Retirement, Series 7, Wealth Management
Education
University of Central Florida 1996 — 2000
B.S., Finance
Florrie Willis's Lincoln Financial Distributors Experience August 2002 - May 2010
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Group May 2010 - Present
Lincoln Financial Distributors August 2002 - May 2010
Skills
Retirement, Mutual Funds, Investments, Financial Services, Series 63, Management, Insurance, Relationship Management, Finance, long term care, health care planning in..., longevity planning
Education
University of Pennsylvania 1998 — 2002
BS, Urban Studies
The Mountain School of Milton Academy
Lincoln Financial Group May 2010 - Present
Lincoln Financial Distributors August 2002 - May 2010
Skills
Retirement, Mutual Funds, Investments, Financial Services, Series 63, Management, Insurance, Relationship Management, Finance, long term care, health care planning in..., longevity planning
Education
University of Pennsylvania 1998 — 2002
BS, Urban Studies
The Mountain School of Milton Academy
Jeff Overberg's Lincoln Financial Distributors Experience November 2007 - November 2010
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2010 - Present
Lincoln Financial Distributors November 2007 - November 2010
SunAmerica 2003 - 2007
The Phoenix Companies September 2000 - September 2003
Fidelity Investments 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Mutual Funds, 401k, Investments, Insurance, Wealth Management, Asset Managment, Strategic Financial..., Asset Allocation, Estate Planning, Uniform Combined State..., Portfolio Management, Alternative Investments, Securities, Investment Management
Education
University of Cincinnati 1990 — 1995
Bachelor of Arts, Communications
Edward Jones November 2010 - Present
Lincoln Financial Distributors November 2007 - November 2010
SunAmerica 2003 - 2007
The Phoenix Companies September 2000 - September 2003
Fidelity Investments 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Series 6, Fixed Annuities, Retirement, Mutual Funds, 401k, Investments, Insurance, Wealth Management, Asset Managment, Strategic Financial..., Asset Allocation, Estate Planning, Uniform Combined State..., Portfolio Management, Alternative Investments, Securities, Investment Management
Education
University of Cincinnati 1990 — 1995
Bachelor of Arts, Communications
Rachel Warren's Lincoln Financial Distributors Experience December 2014 - Present
Job Life Marketing Consultant at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors December 2014 - Present
Lincoln Financial Distributors February 2009 - Present
Linocln Financial September 2005 - February 2009
Skills
Series 63, Life Insurance, Insurance, Long-term Care, Strategic Financial..., Term Life Insurance, Financial Services, Salesforce.com, Series 6, Business Development, Training, Situational Leadership, Sales
Education
University of North Carolina at Greensboro 1995 — 2000
Bachelor of Arts (B.A.), Communications Studies
Lincoln Financial Distributors December 2014 - Present
Lincoln Financial Distributors February 2009 - Present
Linocln Financial September 2005 - February 2009
Skills
Series 63, Life Insurance, Insurance, Long-term Care, Strategic Financial..., Term Life Insurance, Financial Services, Salesforce.com, Series 6, Business Development, Training, Situational Leadership, Sales
Education
University of North Carolina at Greensboro 1995 — 2000
Bachelor of Arts (B.A.), Communications Studies
Lee Superville's Lincoln Financial Distributors Experience July 2009 - Present
Job Sales Representative at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors July 2009 - Present
Lincoln Financial Group August 2008 - July 2009
Lincoln Financial Group January 2008 - August 2008
Roys Business Consulting June 2007 - August 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Lincoln Financial Distributors July 2009 - Present
Lincoln Financial Group August 2008 - July 2009
Lincoln Financial Group January 2008 - August 2008
Roys Business Consulting June 2007 - August 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Brent Morris's Lincoln Financial Distributors Experience February 2008 - September 2009
Job Internal Wholesaler
Industry Financial Services
Experience
Fidelity Investments April 2010 - April 2015
Fidelity Investments September 2009 - September 2010
Lincoln Financial Distributors February 2008 - September 2009
Lincoln Financial Distributors March 2007 - February 2008
Education
University of Mississippi 2002 — 2006
BBA, Banking and Finance
University of Mississippi - School of Business Administration 2002 — 2006
Fidelity Investments April 2010 - April 2015
Fidelity Investments September 2009 - September 2010
Lincoln Financial Distributors February 2008 - September 2009
Lincoln Financial Distributors March 2007 - February 2008
Education
University of Mississippi 2002 — 2006
BBA, Banking and Finance
University of Mississippi - School of Business Administration 2002 — 2006
Holly Christie's Lincoln Financial Distributors Experience November 2002 - April 2008
Job 2VP Strategic Marketing & Communications
Industry Insurance
Experience
Travelers Insurance August 2008 - Present
Lincoln Financial Distributors November 2002 - April 2008
Lincoln Financial Distributors November 2002 - May 2005
Travelers Life & Annuity January 1999 - November 2002
Education
The University of Connecticut School of Business 1997 — 2000
MBA, Marketing & Finance
The University of Connecticut School of Business 1987 — 1991
B.S., Finance
Travelers Insurance August 2008 - Present
Lincoln Financial Distributors November 2002 - April 2008
Lincoln Financial Distributors November 2002 - May 2005
Travelers Life & Annuity January 1999 - November 2002
Education
The University of Connecticut School of Business 1997 — 2000
MBA, Marketing & Finance
The University of Connecticut School of Business 1987 — 1991
B.S., Finance
Penny Hart's Lincoln Financial Distributors Experience 2002 - 2004
Job Sales at Cathy Thompson State Farm
Industry Insurance
Experience
Cathy Thompson State Farm August 2008 - Present
Lincoln Financial Distributors 2002 - 2004
Education
University of Colorado Boulder 1990 — 1996
Cathy Thompson State Farm August 2008 - Present
Lincoln Financial Distributors 2002 - 2004
Education
University of Colorado Boulder 1990 — 1996
Dewayne Roos's Lincoln Financial Distributors Experience October 1995 - June 2006
Job Marketing, communications, writing and editing for select clients.
Industry Marketing and Advertising
Experience
United States Coast Guard Auxiliary, Flotilla 13-8 2009 - Present
Key Communications March 2008 - Present
Prudential Financial February 2007 - March 2008
Lincoln Financial Distributors October 1995 - June 2006
WellPoint 2006 - 2006
Aetna Life & Casualty October 1983 - October 1994
Skills
Event Planning, Marketing Communications, Marketing, Email Marketing, Marketing Strategy, Digital Marketing, Social Media, Brochures, Integrated Marketing, Strategy, Newsletters, Internal Communications, Marketing Management, Strategic Partnerships, Strategic Communications, Public Relations, Brand Development, Sales, Direct Mail, Advertising, Budgets, Project Management, Training, Sales Operations, Program Management, Editing, Online Advertising, Social Media Marketing, Selling, Lead Generation, Direct Marketing, CRM, Product Marketing, Trade Shows, B2B, Leadership, Corporate Communications, Marketing Research, Creative Direction, Market Research, Corporate Branding, Social Networking
Education
University of Nebraska at Kearney 1967 — 1970
Bachelor of Science/Bachelor of Education, Business
United States Coast Guard Auxiliary, Flotilla 13-8 2009 - Present
Key Communications March 2008 - Present
Prudential Financial February 2007 - March 2008
Lincoln Financial Distributors October 1995 - June 2006
WellPoint 2006 - 2006
Aetna Life & Casualty October 1983 - October 1994
Skills
Event Planning, Marketing Communications, Marketing, Email Marketing, Marketing Strategy, Digital Marketing, Social Media, Brochures, Integrated Marketing, Strategy, Newsletters, Internal Communications, Marketing Management, Strategic Partnerships, Strategic Communications, Public Relations, Brand Development, Sales, Direct Mail, Advertising, Budgets, Project Management, Training, Sales Operations, Program Management, Editing, Online Advertising, Social Media Marketing, Selling, Lead Generation, Direct Marketing, CRM, Product Marketing, Trade Shows, B2B, Leadership, Corporate Communications, Marketing Research, Creative Direction, Market Research, Corporate Branding, Social Networking
Education
University of Nebraska at Kearney 1967 — 1970
Bachelor of Science/Bachelor of Education, Business
Nanette Ull's Lincoln Financial Distributors Experience April 2005 - October 2006
Job Resource Manager at ClearPoint
Industry Human Resources
Experience
ClearPoint October 2014 - Present
Publicis Healthcare Communications Group March 2013 - September 2013
Creative Operations/Recruitment - Consultant May 2010 - February 2013
Agency.com May 2007 - February 2010
Lincoln Financial Distributors April 2005 - October 2006
Skills
Resource Management, Creative Resourcing, Recruiting, Negotiation, Workflow Management, Process Improvement, Leadership, creative operations, Mentoring, Onboarding, Management, Staff Supervision, Staffing & resource..., Creative Management, Talent Management, Resource Allocation, Operations Management, Talent Acquisition, Sourcing, Digital Marketing, Business Operations, Integrated Marketing, Internet Recruiting, Human Resources, Technical Recruiting, Interviews, CRM, Applicant Tracking..., Executive Search
Education
University of Hartford
BA, Communication Arts
ClearPoint October 2014 - Present
Publicis Healthcare Communications Group March 2013 - September 2013
Creative Operations/Recruitment - Consultant May 2010 - February 2013
Agency.com May 2007 - February 2010
Lincoln Financial Distributors April 2005 - October 2006
Skills
Resource Management, Creative Resourcing, Recruiting, Negotiation, Workflow Management, Process Improvement, Leadership, creative operations, Mentoring, Onboarding, Management, Staff Supervision, Staffing & resource..., Creative Management, Talent Management, Resource Allocation, Operations Management, Talent Acquisition, Sourcing, Digital Marketing, Business Operations, Integrated Marketing, Internet Recruiting, Human Resources, Technical Recruiting, Interviews, CRM, Applicant Tracking..., Executive Search
Education
University of Hartford
BA, Communication Arts
Mark Kiniry's Lincoln Financial Distributors Experience 2000 - 2007
Job Senior Vice President, ALPS Portfolio Solutions
Industry Financial Services
Experience
ALPS Fund Services November 2013 - Present
Alps 2007 - 2013
Old Mutual Financial Network 2007 - 2008
Old Mutual Capital 2007 - 2007
Delaware Investments 2004 - 2007
Lincoln Financial Distributors 2000 - 2007
Pioneer Investments 1997 - 2000
Moseley 1982 - 1987
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Leadership, Retirement Planning, Sales, Securities, Wealth Management, Asset Management, Finance, Financial Services, Investments, Relationship Management, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Sales Organization..., ETFs, Series 24
Education
The University of Connecticut 1978 — 1982
Bachelor of Science, Biology, General
ALPS Fund Services November 2013 - Present
Alps 2007 - 2013
Old Mutual Financial Network 2007 - 2008
Old Mutual Capital 2007 - 2007
Delaware Investments 2004 - 2007
Lincoln Financial Distributors 2000 - 2007
Pioneer Investments 1997 - 2000
Moseley 1982 - 1987
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Leadership, Retirement Planning, Sales, Securities, Wealth Management, Asset Management, Finance, Financial Services, Investments, Relationship Management, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Sales Organization..., ETFs, Series 24
Education
The University of Connecticut 1978 — 1982
Bachelor of Science, Biology, General
Grant Zimmerman's Lincoln Financial Distributors Experience August 2007 - June 2009
Job Regional Director at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners August 2015 - Present
Fred Alger Management June 2009 - August 2015
Lincoln Financial Distributors August 2007 - June 2009
Wells Fargo Investments February 2007 - August 2007
Ameriprise Financial Advisors August 2005 - November 2006
Skills
Series 7, Series 66, Mutual Funds, Separately Managed..., Retirement Planning
Education
University of Minnesota-Twin Cities 1997 — 2004
Virtus Investment Partners August 2015 - Present
Fred Alger Management June 2009 - August 2015
Lincoln Financial Distributors August 2007 - June 2009
Wells Fargo Investments February 2007 - August 2007
Ameriprise Financial Advisors August 2005 - November 2006
Skills
Series 7, Series 66, Mutual Funds, Separately Managed..., Retirement Planning
Education
University of Minnesota-Twin Cities 1997 — 2004
Christopher Lauver's Lincoln Financial Distributors Experience August 2003 - June 2008
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
VALIC June 2008 - September 2012
Lincoln Financial Distributors August 2003 - June 2008
Merrill Lynch March 2001 - August 2003
Datek Online 2000 - 2001
Skills
Series 6, Variable Annuities, Retirement, Uniform Combined State..., Strategic Financial..., Alternative Investments, Life Insurance, 401k Rollovers, IRAs, Insurance, Financial Advisory, Asset Managment, ETFs, Long-term Care, Estate Planning, Financial Planning, Financial Services, Asset Management
Education
Towson University 1992 — 1996
BS, Sports Management
TIAA-CREF September 2012 - Present
VALIC June 2008 - September 2012
Lincoln Financial Distributors August 2003 - June 2008
Merrill Lynch March 2001 - August 2003
Datek Online 2000 - 2001
Skills
Series 6, Variable Annuities, Retirement, Uniform Combined State..., Strategic Financial..., Alternative Investments, Life Insurance, 401k Rollovers, IRAs, Insurance, Financial Advisory, Asset Managment, ETFs, Long-term Care, Estate Planning, Financial Planning, Financial Services, Asset Management
Education
Towson University 1992 — 1996
BS, Sports Management
Mike Coyle's Lincoln Financial Distributors Experience August 2010 - Present
Job Sales Vice President at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors August 2010 - Present
Lincoln Financial Distributors August 2007 - August 2010
Nationwide Financial 2004 - 2007
Skills
Customer Service, Fixed Annuities, Insurance, Investments, Life Insurance, Long-term Care, Retirement, Retirement Planning, Sales, Series 6, Series 63, Strategic Financial..., Term Life Insurance, Underwriting, Wealth Management, Disability Insurance, Estate Planning, Sales Management, Equities, FINRA, Mutual Funds, Series 24, Series 7
Education
The Ohio State University 1995 — 2000
Bachelor of Science (B.S.), Family Resource Management Studies, General
Lincoln Financial Distributors August 2010 - Present
Lincoln Financial Distributors August 2007 - August 2010
Nationwide Financial 2004 - 2007
Skills
Customer Service, Fixed Annuities, Insurance, Investments, Life Insurance, Long-term Care, Retirement, Retirement Planning, Sales, Series 6, Series 63, Strategic Financial..., Term Life Insurance, Underwriting, Wealth Management, Disability Insurance, Estate Planning, Sales Management, Equities, FINRA, Mutual Funds, Series 24, Series 7
Education
The Ohio State University 1995 — 2000
Bachelor of Science (B.S.), Family Resource Management Studies, General
Frederick Ott's Lincoln Financial Distributors Experience November 2010 - Present
Job Internal Marketing Consultant at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors November 2010 - Present
First Financial Group / MassMutual 2009 - 2010
ING Retail Annuity Business Group September 2007 - 2009
ING Retail Annuity Business Group March 2001 - September 2007
Skills
Insurance, Finance, Financial Services, Marketing, Analysis, Sales, Securities, Investment Advisory, Series 63, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, Series 6, Series 7, Investments, 401k, Wealth Management, Life Insurance, Strategic Financial...
Education
University of Scranton 1994 — 1998
B.S., Business Management, Theatre, Operations and Information Systems Management
Lincoln Financial Distributors November 2010 - Present
First Financial Group / MassMutual 2009 - 2010
ING Retail Annuity Business Group September 2007 - 2009
ING Retail Annuity Business Group March 2001 - September 2007
Skills
Insurance, Finance, Financial Services, Marketing, Analysis, Sales, Securities, Investment Advisory, Series 63, Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, Series 6, Series 7, Investments, 401k, Wealth Management, Life Insurance, Strategic Financial...
Education
University of Scranton 1994 — 1998
B.S., Business Management, Theatre, Operations and Information Systems Management
Cathy Kobeski's Lincoln Financial Distributors Experience April 2001 - Present
Job Business Analyst at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors April 2001 - Present
NetReach April 2000 - April 2001
Astea September 1990 - December 1999
CSC 1985 - 1990
Skills
Business Analysis, Salesforce.com, Access, Program Management, Analysis, Relationship Management, Project Management, Process Improvement, Marketing, Team Leadership, Leadership, Data Analysis, CRM, Strategic Planning, Sales, Visio
Education
Lackawanna Trail High School 1973 — 1979
University of Pennsylvania
Lincoln Financial Distributors April 2001 - Present
NetReach April 2000 - April 2001
Astea September 1990 - December 1999
CSC 1985 - 1990
Skills
Business Analysis, Salesforce.com, Access, Program Management, Analysis, Relationship Management, Project Management, Process Improvement, Marketing, Team Leadership, Leadership, Data Analysis, CRM, Strategic Planning, Sales, Visio
Education
Lackawanna Trail High School 1973 — 1979
University of Pennsylvania
Otha Smith, CRPC®'s Lincoln Financial Distributors Experience November 2014 - Present
Job Financial Services Professional, Author
Industry Financial Services
Experience
Lincoln Financial Distributors November 2014 - Present
3 Guys In A Booth LLC 2011 - Present
Morgan Stanley - Investment Products April 2000 - October 2014
Allstate Financial 1983 - 2000
Education
University of Alabama
Advertising, Marketing & Computer Science
Philip Crosby Quality College 1990 — 1991
Quality and Process Engineering
Lincoln Financial Distributors November 2014 - Present
3 Guys In A Booth LLC 2011 - Present
Morgan Stanley - Investment Products April 2000 - October 2014
Allstate Financial 1983 - 2000
Education
University of Alabama
Advertising, Marketing & Computer Science
Philip Crosby Quality College 1990 — 1991
Quality and Process Engineering
Erik Nord's Lincoln Financial Distributors Experience May 2015 - Present
Job Internal Sales Desk Manager Brokerage West at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors May 2015 - Present
Saybrus Partners July 2013 - May 2015
MetLife May 2007 - July 2013
Sprint June 2000 - May 2007
The Hartford April 1998 - June 2000
Skills
Sales Management, Insurance, Account Management, Sales, Relationship Management, Fixed Annuities, Series 63, Life Insurance, Retirement Planning, Retirement, Mutual Funds, Term Life Insurance, Disability Insurance, Series 6, Management, Series 7
Education
University of Hartford
B.S., Marketing
Lincoln Financial Distributors May 2015 - Present
Saybrus Partners July 2013 - May 2015
MetLife May 2007 - July 2013
Sprint June 2000 - May 2007
The Hartford April 1998 - June 2000
Skills
Sales Management, Insurance, Account Management, Sales, Relationship Management, Fixed Annuities, Series 63, Life Insurance, Retirement Planning, Retirement, Mutual Funds, Term Life Insurance, Disability Insurance, Series 6, Management, Series 7
Education
University of Hartford
B.S., Marketing
Denise Parent's Lincoln Financial Distributors Experience October 2007 - Present
Job Senior Account Manager, Relationship Management at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors October 2007 - Present
Lincoln Financial Distributors July 2005 - October 2007
Lincoln Financial Distributors October 2002 - July 2005
Allmerica Financial August 1996 - October 2002
Allmerica Financial August 1996 - October 2002
Skills
Series 63, Series 6, Fixed Annuities, Retirement, Long-term Care, Variable Annuities, Series 26, Life Insurance, Estate Planning, New Business Development, Insurance, Retirement Planning, Financial Services
Education
The University of Connecticut 1987 — 1991
BS
Lincoln Financial Distributors October 2007 - Present
Lincoln Financial Distributors July 2005 - October 2007
Lincoln Financial Distributors October 2002 - July 2005
Allmerica Financial August 1996 - October 2002
Allmerica Financial August 1996 - October 2002
Skills
Series 63, Series 6, Fixed Annuities, Retirement, Long-term Care, Variable Annuities, Series 26, Life Insurance, Estate Planning, New Business Development, Insurance, Retirement Planning, Financial Services
Education
The University of Connecticut 1987 — 1991
BS
Jack McAllister's Lincoln Financial Distributors Experience January 2006 - Present
Job Senior Vice President at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors January 2006 - Present
SEI Investments 2002 - 2006
Education
University of Scranton 1980 — 1984
Lincoln Financial Distributors January 2006 - Present
SEI Investments 2002 - 2006
Education
University of Scranton 1980 — 1984
Robin Papera's Lincoln Financial Distributors Experience March 2014 - Present
Job Experienced Sales and Marketing Professional currently with Lincoln Financial
Industry Insurance
Experience
Lincoln Financial Distributors March 2014 - Present
Lincoln Financial Distributors November 2011 - February 2014
Lincoln Financial Distributors May 2008 - November 2011
Lincoln Financial Distributors March 2006 - May 2008
Lincoln Financial Distributors September 2004 - March 2006
Loflin Insurance Group April 2002 - September 2004
Skills
Building Strategic..., Conflict Resolution, Retirement, Series 63, Series 6, series 26, Sales Management, Salesforce.com, Project Planning, Team Leadership, Marketing, Campaign Plans, Project Management, Fixed Annuities, Insurance, Customer Service, Strategic Partnerships, FINRA, Life Insurance, Sales, Business Development, Leadership, Recruiting, Sales Presentations, Training, Cold Calling, Team Building, New Business Development, Sales Process, Direct Sales, Building Relationships, Relationship Management, Analytics, Financial Services, Management, Investments, Retirement Planning, Finance
Education
University of North Carolina at Greensboro 2001 — 2004
BS, Human Resources
Lincoln Financial Distributors March 2014 - Present
Lincoln Financial Distributors November 2011 - February 2014
Lincoln Financial Distributors May 2008 - November 2011
Lincoln Financial Distributors March 2006 - May 2008
Lincoln Financial Distributors September 2004 - March 2006
Loflin Insurance Group April 2002 - September 2004
Skills
Building Strategic..., Conflict Resolution, Retirement, Series 63, Series 6, series 26, Sales Management, Salesforce.com, Project Planning, Team Leadership, Marketing, Campaign Plans, Project Management, Fixed Annuities, Insurance, Customer Service, Strategic Partnerships, FINRA, Life Insurance, Sales, Business Development, Leadership, Recruiting, Sales Presentations, Training, Cold Calling, Team Building, New Business Development, Sales Process, Direct Sales, Building Relationships, Relationship Management, Analytics, Financial Services, Management, Investments, Retirement Planning, Finance
Education
University of North Carolina at Greensboro 2001 — 2004
BS, Human Resources
Chad LaTour's Lincoln Financial Distributors Experience February 2010 - August 2012
Job Regional Manager at Lord, Abbett & Co. L.L.C.
Industry Financial Services
Experience
Lord, Abbett & Co. LLC August 2012 - Present
Lincoln Financial Distributors February 2010 - August 2012
SunAmerica April 2009 - February 2010
SunAmerica December 2000 - March 2009
Scudder Investments April 1999 - December 2000
Piper Jaffray 1995 - 1999
Skills
Mutual Funds, Fixed Annuities, Sales, Marketing, Series 7, Series 63, Retirement Planning, Securities, Investments, Asset Allocation, Asset Managment, Wealth Management, Retirement
Education
University of Minnesota Duluth 1990 — 1995
BBA, Marketing
University of Minnesota Duluth 1990 — 1995
BA, Economics
Lord, Abbett & Co. LLC August 2012 - Present
Lincoln Financial Distributors February 2010 - August 2012
SunAmerica April 2009 - February 2010
SunAmerica December 2000 - March 2009
Scudder Investments April 1999 - December 2000
Piper Jaffray 1995 - 1999
Skills
Mutual Funds, Fixed Annuities, Sales, Marketing, Series 7, Series 63, Retirement Planning, Securities, Investments, Asset Allocation, Asset Managment, Wealth Management, Retirement
Education
University of Minnesota Duluth 1990 — 1995
BBA, Marketing
University of Minnesota Duluth 1990 — 1995
BA, Economics
Toni P. Moninger's Lincoln Financial Distributors Experience October 2010 - October 2012
Job Senior Vice President, Enspire Investments
Industry Financial Services
Experience
Enspire Investments April 2015 - Present
Lincoln Financial Distributors October 2010 - October 2012
Lincoln Financial Distributors May 2007 - August 2010
Old Mutual Capital September 2004 - July 2005
Invesco US January 2000 - September 2004
Coca-Cola Enterprises December 1996 - January 2000
Coopers & Lybrand, LLC September 1991 - February 1995
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, Investments, Asset Managment, ETFs, Sales Management, Key Account..., Sales, Series 24, Series 7, Series 66, CIMA, CPA, Strategic Planning, Distribution Strategy..., Relationship Management, Strategy, Financial Services, Series 63, Asset Management, Uniform Combined State...
Education
University of Florida 1986 — 1991
BS and MAcc, Accounting
Enspire Investments April 2015 - Present
Lincoln Financial Distributors October 2010 - October 2012
Lincoln Financial Distributors May 2007 - August 2010
Old Mutual Capital September 2004 - July 2005
Invesco US January 2000 - September 2004
Coca-Cola Enterprises December 1996 - January 2000
Coopers & Lybrand, LLC September 1991 - February 1995
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, Investments, Asset Managment, ETFs, Sales Management, Key Account..., Sales, Series 24, Series 7, Series 66, CIMA, CPA, Strategic Planning, Distribution Strategy..., Relationship Management, Strategy, Financial Services, Series 63, Asset Management, Uniform Combined State...
Education
University of Florida 1986 — 1991
BS and MAcc, Accounting
Karen Burnham's Lincoln Financial Distributors Experience 2003 - 2004
Job Sales Communications Planning Manager, Independence Blue Cross
Industry Health, Wellness and Fitness
Experience
Independence Blue Cross 2006 - Present
Witches of East Greenwich Dragon Boat Team 2009 - 2013
East Greenwich Township Schools 2001 - 2012
Lincoln Financial Group June 1993 - October 2006
Lincoln Financial Distributors 2003 - 2004
Delaware Investments 1993 - 2003
Tobey & Company July 1992 - June 1993
Skills
Marketing Communications, Media Relations, Strategic Planning, Internal Communications, Insurance, Process Improvement, Marketing, Corporate Communications, Newsletters, Public Relations, Program Management, Mergers, Employee Benefits, Strategy, Communication Training, Strategic Communications, Public Speaking, Healthcare, Vendor Management, Crisis Communications, Copywriting, Health Insurance, Marketing Strategy, Communications Planning, Leadership, Social Media Marketing, Email Marketing, Social Media, Financial Services, Project Management, Press Releases, Training
Education
University of Delaware 1988 — 1992
BA, Communication, Public Relations
Cape Henlopen High School
Independence Blue Cross 2006 - Present
Witches of East Greenwich Dragon Boat Team 2009 - 2013
East Greenwich Township Schools 2001 - 2012
Lincoln Financial Group June 1993 - October 2006
Lincoln Financial Distributors 2003 - 2004
Delaware Investments 1993 - 2003
Tobey & Company July 1992 - June 1993
Skills
Marketing Communications, Media Relations, Strategic Planning, Internal Communications, Insurance, Process Improvement, Marketing, Corporate Communications, Newsletters, Public Relations, Program Management, Mergers, Employee Benefits, Strategy, Communication Training, Strategic Communications, Public Speaking, Healthcare, Vendor Management, Crisis Communications, Copywriting, Health Insurance, Marketing Strategy, Communications Planning, Leadership, Social Media Marketing, Email Marketing, Social Media, Financial Services, Project Management, Press Releases, Training
Education
University of Delaware 1988 — 1992
BA, Communication, Public Relations
Cape Henlopen High School
Matthew Pesce's Lincoln Financial Distributors Experience December 2006 - March 2009
Job Regional Vice President with Prudential Financial.
Industry Financial Services
Experience
Prudential Financial 2009 - Present
Lincoln Financial Distributors December 2006 - March 2009
ING January 1999 - December 2006
Education
University of Louisville 1991 — 1995
B.S.B.A, Finance
Prudential Financial 2009 - Present
Lincoln Financial Distributors December 2006 - March 2009
ING January 1999 - December 2006
Education
University of Louisville 1991 — 1995
B.S.B.A, Finance
Tim Fraser's Lincoln Financial Distributors Experience September 1987 - December 2008
Job Branch Planning Consultant at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments September 2014 - Present
American National Insurance August 2010 - September 2014
Lincoln Financial Distributors September 1987 - December 2008
Lincoln Financial Group 1987 - 2008
Jefferson Pilot Financial 2000 - 2002
Chubb Life Insurance Company 1987 - 1996
Skills
Life Insurance, Marketing, Retirement Planning, Retirement, Term Life Insurance, Sales, Financial Services, Whole Life, Disability Insurance, Estate Planning, Commercial Insurance, Employee Benefits, Long-term Care, Universal Life, General Insurance, Wealth Management, Insurance, 401k, Financial Planners, Business Planning, Long Term Care Insurance, Mutual Funds, Asset Management, Financial Advisory, Financial Analysis, IRAs, Portfolio Management, Relationship Management, Small Business, Underwriting, Fixed Annuities, Annuities, Property
Education
University of New Hampshire 1980 — 1984
BS, Business Administration
Fidelity Investments September 2014 - Present
American National Insurance August 2010 - September 2014
Lincoln Financial Distributors September 1987 - December 2008
Lincoln Financial Group 1987 - 2008
Jefferson Pilot Financial 2000 - 2002
Chubb Life Insurance Company 1987 - 1996
Skills
Life Insurance, Marketing, Retirement Planning, Retirement, Term Life Insurance, Sales, Financial Services, Whole Life, Disability Insurance, Estate Planning, Commercial Insurance, Employee Benefits, Long-term Care, Universal Life, General Insurance, Wealth Management, Insurance, 401k, Financial Planners, Business Planning, Long Term Care Insurance, Mutual Funds, Asset Management, Financial Advisory, Financial Analysis, IRAs, Portfolio Management, Relationship Management, Small Business, Underwriting, Fixed Annuities, Annuities, Property
Education
University of New Hampshire 1980 — 1984
BS, Business Administration
Tom Tooley's Lincoln Financial Distributors Experience September 2011 - Present
Job Head of Life Insurance Distribution
Industry Insurance
Experience
Lincoln Financial Distributors September 2011 - Present
Lincoln Financial Group August 2010 - September 2011
Skills
Retirement Planning, Estate Planning, Wealth Management, Series 7, Equities, Financial Services, Fixed Annuities, Insurance, Investments, Life Insurance, Mutual Funds, New Business Development, Retirement, Securities, Series 6, Series 63, Strategy, Financial Planning
Education
University of Massachusetts, Amherst 1974 — 1978
BA, History
Lincoln Financial Distributors September 2011 - Present
Lincoln Financial Group August 2010 - September 2011
Skills
Retirement Planning, Estate Planning, Wealth Management, Series 7, Equities, Financial Services, Fixed Annuities, Insurance, Investments, Life Insurance, Mutual Funds, New Business Development, Retirement, Securities, Series 6, Series 63, Strategy, Financial Planning
Education
University of Massachusetts, Amherst 1974 — 1978
BA, History
Jessica Rurka's Lincoln Financial Distributors Experience January 2008 - Present
Job Head of Life Sales Operations at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors January 2008 - Present
Hartford Life July 2007 - December 2008
Lincoln Financial Group 2004 - 2006
Skills
Series 63, Insurance, Life Insurance, Series 6, Financial Services, Relationship Management, Strategic Financial...
Education
University of Hartford 2001 — 2007
MBA
Lincoln Financial Distributors January 2008 - Present
Hartford Life July 2007 - December 2008
Lincoln Financial Group 2004 - 2006
Skills
Series 63, Insurance, Life Insurance, Series 6, Financial Services, Relationship Management, Strategic Financial...
Education
University of Hartford 2001 — 2007
MBA
Quy Bui's Lincoln Financial Distributors Experience May 2009 - Present
Job Data Analyst Focused on Clients' and EndUsers' Understanding of IT and Data
Industry Information Technology and Services
Experience
Lincoln Financial Distributors May 2009 - Present
Education
University of Florida 2001 — 2008
Bachelor of Science, Computer Science
Lincoln Financial Distributors May 2009 - Present
Education
University of Florida 2001 — 2008
Bachelor of Science, Computer Science
Andy Maliskas's Lincoln Financial Distributors Experience 2014 - Present
Job Divisional Sales Manager, Lincoln MoneyGuard at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors 2014 - Present
Security Benefit 2013 - 2014
Genworth Financial 2004 - 2012
Genworth Financial 2005 - 2007
Genworth Financial 2003 - 2004
Genworth Financial 2000 - 2003
Genworth Financial 1999 - 2000
GE 1989 - 1999
Skills
Relationship Management, Sales, Sales Management, Six Sigma, Marketing, Financial Analysis, Operations Management, Sales Operations, Strategy, Account Management, Training, Management, Strategic Planning, Sales Process
Education
University of South Florida - College of Business Administration 1985 — 1989
B.A., Finance
Lincoln Financial Distributors 2014 - Present
Security Benefit 2013 - 2014
Genworth Financial 2004 - 2012
Genworth Financial 2005 - 2007
Genworth Financial 2003 - 2004
Genworth Financial 2000 - 2003
Genworth Financial 1999 - 2000
GE 1989 - 1999
Skills
Relationship Management, Sales, Sales Management, Six Sigma, Marketing, Financial Analysis, Operations Management, Sales Operations, Strategy, Account Management, Training, Management, Strategic Planning, Sales Process
Education
University of South Florida - College of Business Administration 1985 — 1989
B.A., Finance
Brian L Banta's Lincoln Financial Distributors Experience May 2005 - Present
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors May 2005 - Present
PLANCO/Hartford Financial Services May 1999 - May 2005
PLANCO/Hartford November 1998 - April 1999
Skills
Wholesaling, Series 6, Series 63, Annuities, Mutual Funds, Public Speaking, Life & Health Insurance..., Fixed Annuities, Wholesale, Life Insurance
Education
University of Mississippi 1994 — 1998
Business, Management
University of Mississippi - School of Business Administration 1994 — 1998
Business
Lincoln Financial Distributors May 2005 - Present
PLANCO/Hartford Financial Services May 1999 - May 2005
PLANCO/Hartford November 1998 - April 1999
Skills
Wholesaling, Series 6, Series 63, Annuities, Mutual Funds, Public Speaking, Life & Health Insurance..., Fixed Annuities, Wholesale, Life Insurance
Education
University of Mississippi 1994 — 1998
Business, Management
University of Mississippi - School of Business Administration 1994 — 1998
Business
Sandra S. (O'Hehir) Keir CFP(R), CRPC(R) CLTC's Lincoln Financial Distributors Experience April 2003 - January 2008
Job
Industry Investment Management
Experience
Suncoast Advisory Group July 2014 - March 2015
Kades-Margolis Corporation July 2010 - June 2014
Householder August 2009 - August 2010
Transamerica Capital Management, Inc. January 2008 - June 2009
Lincoln Financial Distributors April 2003 - January 2008
Merrill Lynch June 2000 - January 2003
National City Bank June 1997 - May 2000
Education
University of Minnesota-Twin Cities 1980 — 1982
Bachelor's degree, Political Science and Government
University of Minnesota-Duluth 1978 — 1980
Associate of Arts (AA), Business Administration and Management, General
Suncoast Advisory Group July 2014 - March 2015
Kades-Margolis Corporation July 2010 - June 2014
Householder August 2009 - August 2010
Transamerica Capital Management, Inc. January 2008 - June 2009
Lincoln Financial Distributors April 2003 - January 2008
Merrill Lynch June 2000 - January 2003
National City Bank June 1997 - May 2000
Education
University of Minnesota-Twin Cities 1980 — 1982
Bachelor's degree, Political Science and Government
University of Minnesota-Duluth 1978 — 1980
Associate of Arts (AA), Business Administration and Management, General
Brian Koonce, CFP®, ChFC®, CLU®'s Lincoln Financial Distributors Experience August 2014 - Present
Job Sales Vice President at Lincoln
Industry Financial Services
Experience
Lincoln Financial Distributors August 2014 - Present
Lincoln Financial Distributors August 2011 - August 2014
TailorMade Financial January 2008 - August 2011
Wachovia Securities, LLC September 2006 - December 2007
Evergreen Investments May 2005 - August 2006
AXA Equitable October 2004 - April 2005
AXA Distributors March 2001 - September 2004
First Union National Bank March 2000 - March 2001
Skills
Series 7, Wealth Management, Annuities, Mutual Funds, Investments, Financial Planning, Asset Management, Insurance, Series 63, Securities, Series 26, Fixed Annuities, Retirement Planning, Series 65, Series 6, Retirement, Strategic Financial..., Life Insurance, Variable Annuities, Long-term Care, Financial Services, FINRA
Education
University of North Carolina at Charlotte 1996 — 1998
Industrial and Organizational Psychology
United States Air Force Academy 1994 — 1996
Lincoln Financial Distributors August 2014 - Present
Lincoln Financial Distributors August 2011 - August 2014
TailorMade Financial January 2008 - August 2011
Wachovia Securities, LLC September 2006 - December 2007
Evergreen Investments May 2005 - August 2006
AXA Equitable October 2004 - April 2005
AXA Distributors March 2001 - September 2004
First Union National Bank March 2000 - March 2001
Skills
Series 7, Wealth Management, Annuities, Mutual Funds, Investments, Financial Planning, Asset Management, Insurance, Series 63, Securities, Series 26, Fixed Annuities, Retirement Planning, Series 65, Series 6, Retirement, Strategic Financial..., Life Insurance, Variable Annuities, Long-term Care, Financial Services, FINRA
Education
University of North Carolina at Charlotte 1996 — 1998
Industrial and Organizational Psychology
United States Air Force Academy 1994 — 1996
Lauren Beggs's Lincoln Financial Distributors Experience November 2014 - Present
Job Head of Strategy, Insurance Solutions Distribution
Industry Insurance
Experience
Lincoln Financial Distributors November 2014 - Present
Lincoln Financial Distributors January 2010 - November 2014
Lincoln Financial Distributors January 2008 - January 2010
Education
University of Connecticut 1996 — 2000
Elementary Education and Teaching
Lincoln Financial Distributors November 2014 - Present
Lincoln Financial Distributors January 2010 - November 2014
Lincoln Financial Distributors January 2008 - January 2010
Education
University of Connecticut 1996 — 2000
Elementary Education and Teaching
Sean McConnell's Lincoln Financial Distributors Experience October 2006 - April 2009
Job Account Officer at JP Morgan
Industry Financial Services
Experience
JP Morgan November 2009 - Present
Prudential Fox and Roach Realtors July 2009 - November 2009
Lincoln Financial Distributors October 2006 - April 2009
Delaware Investments April 2004 - October 2006
Skills
Investments, Series 63, Financial Analysis, Insurance, Series 7
Education
University of Central Florida - College of Business Administration 2002 — 2003
Finance, Finance
JP Morgan November 2009 - Present
Prudential Fox and Roach Realtors July 2009 - November 2009
Lincoln Financial Distributors October 2006 - April 2009
Delaware Investments April 2004 - October 2006
Skills
Investments, Series 63, Financial Analysis, Insurance, Series 7
Education
University of Central Florida - College of Business Administration 2002 — 2003
Finance, Finance
Brooke Sabol's Lincoln Financial Distributors Experience March 2014 - Present
Job Internal Wholesaler, Wire Channel
Industry Financial Services
Experience
Lincoln Financial Distributors March 2014 - Present
Lincoln Financial Distributors October 2013 - March 2014
Edward Jones May 2013 - October 2013
New England Financial Group September 2011 - May 2013
Skills
Financial Services, Marketing Management, Marketing, New Business Development, Advertising, Social Media Marketing, Small Business, Series 6, Sales, Life Insurance, Disability Insurance, FINRA, Long Term Care Insurance, Insurance, Fixed Annuities, Retirement Planning, Retirement
Education
The University of Akron
Lincoln Financial Distributors March 2014 - Present
Lincoln Financial Distributors October 2013 - March 2014
Edward Jones May 2013 - October 2013
New England Financial Group September 2011 - May 2013
Skills
Financial Services, Marketing Management, Marketing, New Business Development, Advertising, Social Media Marketing, Small Business, Series 6, Sales, Life Insurance, Disability Insurance, FINRA, Long Term Care Insurance, Insurance, Fixed Annuities, Retirement Planning, Retirement
Education
The University of Akron
Sarah Lacy's Lincoln Financial Distributors Experience October 2004 - January 2010
Job Compliance Technician at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors October 2004 - January 2010
Education
The University of Connecticut 2000 — 2004
Bachelor of Science (B.S.), Human Development and Family Studies, General
Lincoln Financial Distributors October 2004 - January 2010
Education
The University of Connecticut 2000 — 2004
Bachelor of Science (B.S.), Human Development and Family Studies, General
Chris Mulligan, CIMA's Lincoln Financial Distributors Experience 2004 - 2005
Job VP, Managing Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management January 2014 - Present
Principal Funds July 2005 - January 2014
WM Group of Funds 2005 - 2007
Lincoln Financial Distributors 2004 - 2005
Education
University of California, Berkeley, Haas School of Business
CIMA
Natixis Global Asset Management January 2014 - Present
Principal Funds July 2005 - January 2014
WM Group of Funds 2005 - 2007
Lincoln Financial Distributors 2004 - 2005
Education
University of California, Berkeley, Haas School of Business
CIMA
Ashley Tyson, CDR, CIR's Lincoln Financial Distributors Experience August 2011 - August 2012
Job Experienced Hire Recruiting onsite at Goldman Sachs
Industry Staffing and Recruiting
Experience
Goldman Sachs November 2014 - Present
Kforce November 2012 - November 2014
Lincoln Financial Distributors August 2011 - August 2012
Lincoln Financial Group April 2010 - August 2012
Lincoln Financial Group May 2010 - August 2011
Saatchi & Saatchi May 2010 - August 2010
Annenberg Public Policy Center/FactCheck.Org August 2009 - May 2010
Penn Red and Blue Calling Crew August 2009 - January 2010
Hearst Magazines May 2009 - August 2009
The Daily Pennsylvanian January 2008 - January 2009
Skills
Strategic Communications, Marketing Strategy, Building Relationships, PowerPoint, Excel, Microsoft Office, Social Networking, Networking Events, Newsletters, Diversity & Inclusion, Corporate Social..., Multimedia Marketing..., Leadership, Recruiting, Analysis, Microsoft Excel, Business Networking, Sourcing, Market Research, Event Planning, Public Relations, Management, Marketing, Talent Management, Talent Acquisition
Education
University of Pennsylvania 2006 — 2010
B.A. Communications, Communication and Commerce, Consumer Psychology
Cornell - Online Courses 2012 — 2012
Certificate in Marketing Strategy for Business Leaders, Marketing/Marketing Management, General
Prep for Prep 1999 — 2010
Scholarship Program
The Spence School 2000 — 2006
High School
Goldman Sachs November 2014 - Present
Kforce November 2012 - November 2014
Lincoln Financial Distributors August 2011 - August 2012
Lincoln Financial Group April 2010 - August 2012
Lincoln Financial Group May 2010 - August 2011
Saatchi & Saatchi May 2010 - August 2010
Annenberg Public Policy Center/FactCheck.Org August 2009 - May 2010
Penn Red and Blue Calling Crew August 2009 - January 2010
Hearst Magazines May 2009 - August 2009
The Daily Pennsylvanian January 2008 - January 2009
Skills
Strategic Communications, Marketing Strategy, Building Relationships, PowerPoint, Excel, Microsoft Office, Social Networking, Networking Events, Newsletters, Diversity & Inclusion, Corporate Social..., Multimedia Marketing..., Leadership, Recruiting, Analysis, Microsoft Excel, Business Networking, Sourcing, Market Research, Event Planning, Public Relations, Management, Marketing, Talent Management, Talent Acquisition
Education
University of Pennsylvania 2006 — 2010
B.A. Communications, Communication and Commerce, Consumer Psychology
Cornell - Online Courses 2012 — 2012
Certificate in Marketing Strategy for Business Leaders, Marketing/Marketing Management, General
Prep for Prep 1999 — 2010
Scholarship Program
The Spence School 2000 — 2006
High School
Jennifer Burks's Lincoln Financial Distributors Experience January 2014 - Present
Job Account Manager Wire/Bank/IP at Lincoln Financial Distributors & CoFounder/CEO Weft Menswear
Industry Financial Services
Experience
Lincoln Financial Distributors January 2014 - Present
Lincoln Financial Distributors July 2011 - January 2014
Lincoln Financial Distributors January 2010 - January 2011
Lincoln Financial Group August 2008 - March 2009
Lincoln Financial Group August 2007 - August 2008
Skills
Series 6, Investments, Strategic Financial..., Insurance, Series 63, Financial Modeling, Fixed Income, Sales, Asset Managment, Microsoft Excel, Microsoft Word, Project Management, Software Project..., Key Account Management, Microsoft Office, Compliance, Qualified Retirement..., Analysis, Variable Annuities, Asset Management, Relationship Management, Strategy, Financial Planning, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
B.S., Economics and Art History
University of Delaware
Lincoln Financial Distributors January 2014 - Present
Lincoln Financial Distributors July 2011 - January 2014
Lincoln Financial Distributors January 2010 - January 2011
Lincoln Financial Group August 2008 - March 2009
Lincoln Financial Group August 2007 - August 2008
Skills
Series 6, Investments, Strategic Financial..., Insurance, Series 63, Financial Modeling, Fixed Income, Sales, Asset Managment, Microsoft Excel, Microsoft Word, Project Management, Software Project..., Key Account Management, Microsoft Office, Compliance, Qualified Retirement..., Analysis, Variable Annuities, Asset Management, Relationship Management, Strategy, Financial Planning, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
B.S., Economics and Art History
University of Delaware
Sean McFadden's Lincoln Financial Distributors Experience February 2011 - Present
Job MoneyGuard Specialist at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors February 2011 - Present
Lincoln Financial Distributors 2006 - February 2011
Lincoln Financial Distributors 2002 - 2006
Lincoln Financial Distributors 2000 - 2002
Delaware Investments 1998 - 2000
Education
University of Delaware
BA, Earth Science Education
Lincoln Financial Distributors February 2011 - Present
Lincoln Financial Distributors 2006 - February 2011
Lincoln Financial Distributors 2002 - 2006
Lincoln Financial Distributors 2000 - 2002
Delaware Investments 1998 - 2000
Education
University of Delaware
BA, Earth Science Education
Jamuna Kennedy's Lincoln Financial Distributors Experience 2001 - 2003
Job Regional Vice President at AXA Equitable
Industry Financial Services
Experience
AXA Equitable December 2007 - Present
Transamerica Insurance and Investment Group 2006 - 2007
Jackson National 2003 - 2005
Lincoln Financial Distributors 2001 - 2003
Phoenix Wealth Management 1998 - 2001
Skills
Distribution Relations, Corporate Branding, Merchandising, Sales, Incentives, Niche Market..., Insurance Sales Training, Regional Sales, Internal Business..., Staff training, Financial Advisor...
Education
University of Michigan
AXA Equitable December 2007 - Present
Transamerica Insurance and Investment Group 2006 - 2007
Jackson National 2003 - 2005
Lincoln Financial Distributors 2001 - 2003
Phoenix Wealth Management 1998 - 2001
Skills
Distribution Relations, Corporate Branding, Merchandising, Sales, Incentives, Niche Market..., Insurance Sales Training, Regional Sales, Internal Business..., Staff training, Financial Advisor...
Education
University of Michigan
Darius C. Tandy CRPC®'s Lincoln Financial Distributors Experience 2005 - 2007
Job Regional Vice President at Allianz
Industry Financial Services
Experience
Allianz February 2008 - Present
Lincoln Financial Distributors 2005 - 2007
Transamerica 2001 - 2005
Skills
Series 6, Series 63, Mutual Funds, CRPC, Variable Annuities, Fixed Annuities, Retirement Planning, Wealth Management, Retirement, Asset Allocation, Investments, Investment Advisory, IRAs, Financial Advisory, Insurance
Education
UCSB 1993 — 1997
BA, Economics
University of Massachusetts, Amherst
Advanced Spanish Immersion
Allianz February 2008 - Present
Lincoln Financial Distributors 2005 - 2007
Transamerica 2001 - 2005
Skills
Series 6, Series 63, Mutual Funds, CRPC, Variable Annuities, Fixed Annuities, Retirement Planning, Wealth Management, Retirement, Asset Allocation, Investments, Investment Advisory, IRAs, Financial Advisory, Insurance
Education
UCSB 1993 — 1997
BA, Economics
University of Massachusetts, Amherst
Advanced Spanish Immersion
Patricia Mason's Lincoln Financial Distributors Experience May 2008 - January 2011
Job VP, United Bank
Industry Banking
Experience
United Bank July 2013 - Present
Rockville Bank Mortgage, Inc February 2011 - February 2012
Lincoln Financial Distributors May 2008 - January 2011
Countrywide Home Loans January 2002 - October 2007
Fleet Bank November 1995 - December 2001
Skills
Insurance, Mortgage Banking, Mortgage Lending, Banking, Loans, Financial Services, Credit, Risk Management, Investments, Negotiation, Residential Mortgages, Underwriting
Education
University of Connecticut
United Bank July 2013 - Present
Rockville Bank Mortgage, Inc February 2011 - February 2012
Lincoln Financial Distributors May 2008 - January 2011
Countrywide Home Loans January 2002 - October 2007
Fleet Bank November 1995 - December 2001
Skills
Insurance, Mortgage Banking, Mortgage Lending, Banking, Loans, Financial Services, Credit, Risk Management, Investments, Negotiation, Residential Mortgages, Underwriting
Education
University of Connecticut
Shannon Harrington's Lincoln Financial Distributors Experience January 2007 - January 2009
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TS Capital, LLC October 2011 - July 2014
Symetra Financial January 2009 - January 2011
Lincoln Financial Distributors January 2007 - January 2009
AIG SunAmerica May 2004 - February 2007
U.S. Bancorp Private Asset Management May 2002 - May 2004
A.G. Edwards & Sons, Inc. May 2001 - May 2002
Putnam Investments September 1994 - May 2001
Skills
Mutual Funds, Pensions, Annuities, Wholesaling, 401k, Fixed Annuities, Retirement Planning, Investments, Variable Annuities, Unit Investment Trusts, Asset Allocation, Separately Managed..., Portfolio Management, Financial Advisory, Wholesale, Series 63, ETFs
Education
University of Massachusetts, Amherst 1986 — 1988
Masters, Music
University of North Carolina School of the Arts 1982 — 1986
Bachelors, Music
TIAA-CREF July 2014 - Present
TS Capital, LLC October 2011 - July 2014
Symetra Financial January 2009 - January 2011
Lincoln Financial Distributors January 2007 - January 2009
AIG SunAmerica May 2004 - February 2007
U.S. Bancorp Private Asset Management May 2002 - May 2004
A.G. Edwards & Sons, Inc. May 2001 - May 2002
Putnam Investments September 1994 - May 2001
Skills
Mutual Funds, Pensions, Annuities, Wholesaling, 401k, Fixed Annuities, Retirement Planning, Investments, Variable Annuities, Unit Investment Trusts, Asset Allocation, Separately Managed..., Portfolio Management, Financial Advisory, Wholesale, Series 63, ETFs
Education
University of Massachusetts, Amherst 1986 — 1988
Masters, Music
University of North Carolina School of the Arts 1982 — 1986
Bachelors, Music
Bill Bagnard's Lincoln Financial Distributors Experience 2004 - Present
Job Sales Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors 2004 - Present
Lincoln Financial Group 2004 - Present
American Funds 1988 - 2004
American Funds 1988 - 2004
Skills
Series 63, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Investments
Education
USC Marshall School of Business 1984 — 1984
Master of Science (MS), International Investments
USC Marshall School of Business 1984 — 1984
Master of Science (MS), International Investments
USC Marshall School of Business 1982 — 1984
MBA, Investments and Corporate Finance
University of Southern California 1978 — 1981
Bachelor of Arts (B.A.), Psychology
Lincoln Financial Distributors 2004 - Present
Lincoln Financial Group 2004 - Present
American Funds 1988 - 2004
American Funds 1988 - 2004
Skills
Series 63, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Investments
Education
USC Marshall School of Business 1984 — 1984
Master of Science (MS), International Investments
USC Marshall School of Business 1984 — 1984
Master of Science (MS), International Investments
USC Marshall School of Business 1982 — 1984
MBA, Investments and Corporate Finance
University of Southern California 1978 — 1981
Bachelor of Arts (B.A.), Psychology
Andre Kennedy, ChFC's Lincoln Financial Distributors Experience April 2002 - February 2005
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial February 2005 - Present
Lincoln Financial Distributors April 2002 - February 2005
Dreyfus Investments April 1999 - April 2002
Skills
ChFC, Series 7, Series 24, Series 63, Variable Annuities, Income Protection
Education
University of Florida 1987 — 1990
Bachelor of Science, Public Relations
Nationwide Financial February 2005 - Present
Lincoln Financial Distributors April 2002 - February 2005
Dreyfus Investments April 1999 - April 2002
Skills
ChFC, Series 7, Series 24, Series 63, Variable Annuities, Income Protection
Education
University of Florida 1987 — 1990
Bachelor of Science, Public Relations