Lincoln Financial Group
Industry: Insurance company
DescriptionLincoln National Corporation is a Fortune 250 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies. Revenue: 13.8 billion USD (2016) Headquarters: Radnor, Pennsylvania, United States Founder: Perry Randall Executives: Dennis R. Glass (CEO, President),
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5,924 Lincoln Financial Group employees in database. Find out everything there's to know about Lincoln Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lincoln Financial Group Employees
Employee
Years
Job
Industry
Joshua Gamberale Joshua Gamberale's Lincoln Financial Group Experience May 2015 - Present
Job Competitive Services Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2015 - Present
Lincoln Financial Distributors February 2014 - May 2015
Lincoln Financial Distributors March 2013 - February 2014
Lincoln Financial Group October 2011 - March 2013
Skills
Microsoft Excel, Microsoft Word, Salesforce.com, PeopleSoft, Business Objects, Series 6, Series 63, Licensed Life & Health...
Education
Eastern Connecticut State University 2006 — 2011
Bachelor of Science (BS), Accounting
Lincoln Financial Group May 2015 - Present
Lincoln Financial Distributors February 2014 - May 2015
Lincoln Financial Distributors March 2013 - February 2014
Lincoln Financial Group October 2011 - March 2013
Skills
Microsoft Excel, Microsoft Word, Salesforce.com, PeopleSoft, Business Objects, Series 6, Series 63, Licensed Life & Health...
Education
Eastern Connecticut State University 2006 — 2011
Bachelor of Science (BS), Accounting
JT Dahlinger JT Dahlinger's Lincoln Financial Group Experience July 2010 - Present
Job Group Benefit Sales Representative Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group July 2010 - Present
Skills
Salesforce.com, Insurance, Account Management, Sales, Life Insurance, Disability Insurance, Dental Insurance, Vision Insurance, Accident Insurance, Critical Illness..., Universal Life Insurance, Critical Illness, Employee Benefits, Term Life Insurance, Long-term Care
Education
Ferris State University
Bacelor of Science Degree in Business, Marketing with Marketing, Retailing, Sales, E-Commerece or Diversified Concentrations
Lincoln Financial Group July 2010 - Present
Skills
Salesforce.com, Insurance, Account Management, Sales, Life Insurance, Disability Insurance, Dental Insurance, Vision Insurance, Accident Insurance, Critical Illness..., Universal Life Insurance, Critical Illness, Employee Benefits, Term Life Insurance, Long-term Care
Education
Ferris State University
Bacelor of Science Degree in Business, Marketing with Marketing, Retailing, Sales, E-Commerece or Diversified Concentrations
Joseph P. Hofmann Joseph P. Hofmann's Lincoln Financial Group Experience January 2007 - Present
Job Vice President, Institutional Retirement Solutions at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2007 - Present
Lincoln Financial Group January 2004 - December 2006
Lincoln Financial Group July 2002 - December 2003
Lincoln Financial Group October 2000 - June 2002
Vanguard April 1999 - September 2000
Vanguard November 1997 - April 1999
Vanguard March 1996 - October 1997
Pennsylvania House of Representatives June 1995 - August 1995
Skills
401k, 403 b, Defined Contribution, Defined Benefit, Investments, Mutual Funds, Stable Value, Series 6, Series 63, Non-Qualified Deferred..., Qualified Retirement..., Retirement Savings, Retirement Income
Education
University of Delaware 1994 — 1997
Bachelor of Arts (BA)
Elon University 1993 — 1994
Salesianum School 1989 — 1993
St. Agnes School 1987 — 1989
St. Charles Borromeo School 1980 — 1987
Lincoln Financial Group January 2007 - Present
Lincoln Financial Group January 2004 - December 2006
Lincoln Financial Group July 2002 - December 2003
Lincoln Financial Group October 2000 - June 2002
Vanguard April 1999 - September 2000
Vanguard November 1997 - April 1999
Vanguard March 1996 - October 1997
Pennsylvania House of Representatives June 1995 - August 1995
Skills
401k, 403 b, Defined Contribution, Defined Benefit, Investments, Mutual Funds, Stable Value, Series 6, Series 63, Non-Qualified Deferred..., Qualified Retirement..., Retirement Savings, Retirement Income
Education
University of Delaware 1994 — 1997
Bachelor of Arts (BA)
Elon University 1993 — 1994
Salesianum School 1989 — 1993
St. Agnes School 1987 — 1989
St. Charles Borromeo School 1980 — 1987
Elizabeth (Lisa) (Steele) Fitzwater's Lincoln Financial Group Experience January 1977 - April 1992
Job Accounting and Human Resource Coordinator at Kentucky Coalition Against Domestic Violence
Industry Insurance
Experience
Liberty Mutual Insurance Accounting and Human Resource CoordinatorKentucky Coalition Against Domestic ViolenceApril 2014 - Present
Kentucky Domestic Violence Association December 2013 - Present
Cenpatico February 2012 - April 2012
Indiana Farm Bureau Insurance February 2011 - February 2012
Eastern Kentucky University 2010 - 2012
Madison Insurance Agency September 2005 - November 2006
PacifiCare Health Systems January 1997 - October 2000
First Health Employee Benefits June 1996 - December 1996
Lincoln Financial Group January 1977 - April 1992
Skills
Health Insurance, Management, Training, Insurance, Employee Benefits, Employee Relations
Education
Eastern Kentucky University 2012 — 2014
Bachelor's degree, Health/Health Care Administration/Management, 3.7
Indiana University Purdue University 2010 — 2011
Bachelor of Science, Public and Environmental Affairs; Health Administration
Indiana University-Purdue University at Indianapolis 2009 — 2011
Health Administration Management, Health Administration
northrop high school 1974 — 1976
Liberty Mutual Insurance Accounting and Human Resource CoordinatorKentucky Coalition Against Domestic ViolenceApril 2014 - Present
Kentucky Domestic Violence Association December 2013 - Present
Cenpatico February 2012 - April 2012
Indiana Farm Bureau Insurance February 2011 - February 2012
Eastern Kentucky University 2010 - 2012
Madison Insurance Agency September 2005 - November 2006
PacifiCare Health Systems January 1997 - October 2000
First Health Employee Benefits June 1996 - December 1996
Lincoln Financial Group January 1977 - April 1992
Skills
Health Insurance, Management, Training, Insurance, Employee Benefits, Employee Relations
Education
Eastern Kentucky University 2012 — 2014
Bachelor's degree, Health/Health Care Administration/Management, 3.7
Indiana University Purdue University 2010 — 2011
Bachelor of Science, Public and Environmental Affairs; Health Administration
Indiana University-Purdue University at Indianapolis 2009 — 2011
Health Administration Management, Health Administration
northrop high school 1974 — 1976
Kyle Senkarik Kyle Senkarik's Lincoln Financial Group Experience January 2006 - May 2011
Job Regional Sales Manager at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha May 2011 - Present
Lincoln Financial Group January 2006 - May 2011
Skills
Employee Benefits, Fundraising, Insurance, Group Insurance, Disability Insurance, Underwriting, Long-term Care, Term Life Insurance, Mutual Funds, Brokers, Customer Service, Life Insurance, Claim, Account Management, Workers Compensation, Dentistry, Health Insurance, Property & Casualty..., Health Savings Accounts, Whole Life, Accident, Critical Illness, Sales, Benefits Administration, Retirement, Universal Life, Reinsurance, 401k, Retirement Planning, Fixed Annuities
Education
University of Central Florida 2000 — 2004
MBA, Finance
Ecole de Management de Normandie 2003 — 2003
Griffin University 2002 — 2002
International Business
Mutual of Omaha May 2011 - Present
Lincoln Financial Group January 2006 - May 2011
Skills
Employee Benefits, Fundraising, Insurance, Group Insurance, Disability Insurance, Underwriting, Long-term Care, Term Life Insurance, Mutual Funds, Brokers, Customer Service, Life Insurance, Claim, Account Management, Workers Compensation, Dentistry, Health Insurance, Property & Casualty..., Health Savings Accounts, Whole Life, Accident, Critical Illness, Sales, Benefits Administration, Retirement, Universal Life, Reinsurance, 401k, Retirement Planning, Fixed Annuities
Education
University of Central Florida 2000 — 2004
MBA, Finance
Ecole de Management de Normandie 2003 — 2003
Griffin University 2002 — 2002
International Business
Suzanne Jones Mach's Lincoln Financial Group Experience March 2014 - Present
Job Compliance Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2014 - Present
Prudential Financial January 2012 - January 2013
Prudential Financial January 1998 - December 2011
American Skandia Life Assurance Corporation May 1995 - December 1997
American Skandia Life Assurance Corporation January 1994 - April 1995
Skills
Series 7, Series 24, Series 63, Series 6, Series 26, Financial Services, Securities, Investments, FINRA, Fixed Annuities, Retirement Planning, Mergers & Acquisitions, Equities, Variable Annuities, Relationship Management
Education
The American University of Paris
Bachelor of Arts (BA), International Affairs
Fairfield University
Paralegal Certificate
Lincoln Financial Group March 2014 - Present
Prudential Financial January 2012 - January 2013
Prudential Financial January 1998 - December 2011
American Skandia Life Assurance Corporation May 1995 - December 1997
American Skandia Life Assurance Corporation January 1994 - April 1995
Skills
Series 7, Series 24, Series 63, Series 6, Series 26, Financial Services, Securities, Investments, FINRA, Fixed Annuities, Retirement Planning, Mergers & Acquisitions, Equities, Variable Annuities, Relationship Management
Education
The American University of Paris
Bachelor of Arts (BA), International Affairs
Fairfield University
Paralegal Certificate
Omarleen Richardson Omarleen Richardson's Lincoln Financial Group Experience October 2012 - February 2013
Job Officer, Senior Underwriter at Bank of America
Industry Financial Services
Experience
Bank of America May 2014 - Present
Bank of America February 2013 - May 2014
Lincoln Financial Group October 2012 - February 2013
Franklin Trust Federal Credit Union September 2007 - October 2012
Fairfield University September 2008 - May 2012
Skills
Analysis, Credit Risk, Data Analysis, Research, Underwriting, SPSS, Spanish, Real Estate, Credit Analysis, Microsoft Office, Access, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Credit
Education
Fairfield University 2008 — 2012
Bachelor of Science (B.S.), Finance
Fairfield University 2008 — 2012
Bachelor of Science (B.S.), Marketing
Bank of America May 2014 - Present
Bank of America February 2013 - May 2014
Lincoln Financial Group October 2012 - February 2013
Franklin Trust Federal Credit Union September 2007 - October 2012
Fairfield University September 2008 - May 2012
Skills
Analysis, Credit Risk, Data Analysis, Research, Underwriting, SPSS, Spanish, Real Estate, Credit Analysis, Microsoft Office, Access, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Credit
Education
Fairfield University 2008 — 2012
Bachelor of Science (B.S.), Finance
Fairfield University 2008 — 2012
Bachelor of Science (B.S.), Marketing
Todd Lester Todd Lester's Lincoln Financial Group Experience August 1995 - October 2001
Job President, Lester Financial Group
Industry Financial Services
Experience
Lester Financial Group January 2002 - Present
Lincoln Financial Group August 1995 - October 2001
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Coaching, Management Consulting, Social Media Marketing, Social Media, Sales Management, E-commerce, Team Building, Management, Business Development, Online Marketing, Online Advertising
Education
Eastern Illinois University 1989 — 1993
Bachelor of Science (BS), Finance and Financial Management Services
Lester Financial Group January 2002 - Present
Lincoln Financial Group August 1995 - October 2001
Skills
Entrepreneurship, Small Business, Start-ups, Business Strategy, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Investments, Coaching, Management Consulting, Social Media Marketing, Social Media, Sales Management, E-commerce, Team Building, Management, Business Development, Online Marketing, Online Advertising
Education
Eastern Illinois University 1989 — 1993
Bachelor of Science (BS), Finance and Financial Management Services
Peter Happas, MBA Peter Happas, MBA's Lincoln Financial Group Experience August 1999 - August 2014
Job Lead Analyst at Reval
Industry Financial Services
Experience
Reval August 2014 - Present
Lincoln Financial Group August 1999 - August 2014
Skills
Investments, Mutual Funds, Series 7, Strategic Financial..., Financial Analysis, Securities, Finance, Corporate Finance, Capital Markets, Bloomberg, Financial Modeling, Risk Management, Financial Services, Asset Management, Fixed Income, Portfolio Management, Wealth Management, Equities, Insurance, Financial Planning
Education
Eastern University 2010 — 2012
MBA- Management
Neumann College 2005 — 2007
Bachelor of Business Administration (BBA), Finance, General
Ridley High School
Reval August 2014 - Present
Lincoln Financial Group August 1999 - August 2014
Skills
Investments, Mutual Funds, Series 7, Strategic Financial..., Financial Analysis, Securities, Finance, Corporate Finance, Capital Markets, Bloomberg, Financial Modeling, Risk Management, Financial Services, Asset Management, Fixed Income, Portfolio Management, Wealth Management, Equities, Insurance, Financial Planning
Education
Eastern University 2010 — 2012
MBA- Management
Neumann College 2005 — 2007
Bachelor of Business Administration (BBA), Finance, General
Ridley High School
Dan Schaecher Dan Schaecher's Lincoln Financial Group Experience March 2015 - Present
Job AVP Customer Centricity at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group 2011 - Present
Lincoln Financial Group August 2007 - December 2011
Lincoln Financial Group January 2007 - August 2007
Nebraska Public Power District September 2003 - March 2006
Nebraska Public Power District February 2003 - August 2003
Nebraska Public Power District June 2002 - January 2003
NPPD September 1998 - May 2002
NPPD August 1991 - December 1996
Skills
Organizational..., Talent Management, Leadership Development, Process Improvement, Change Management, Organizational Design, Talent Development, Organizational Change, Sales Management, Leadership, Training, Sales, Human Resources, Workforce Planning, Project Management, Organizational..., Budgets, Employee Relations, Succession Planning, Performance Management, Employee Engagement, Onboarding
Education
Fielding Graduate University 2000 — 2002
MAOM, Organizational Management
University of Nebraska-Lincoln
BSBA, Accounting
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group 2011 - Present
Lincoln Financial Group August 2007 - December 2011
Lincoln Financial Group January 2007 - August 2007
Nebraska Public Power District September 2003 - March 2006
Nebraska Public Power District February 2003 - August 2003
Nebraska Public Power District June 2002 - January 2003
NPPD September 1998 - May 2002
NPPD August 1991 - December 1996
Skills
Organizational..., Talent Management, Leadership Development, Process Improvement, Change Management, Organizational Design, Talent Development, Organizational Change, Sales Management, Leadership, Training, Sales, Human Resources, Workforce Planning, Project Management, Organizational..., Budgets, Employee Relations, Succession Planning, Performance Management, Employee Engagement, Onboarding
Education
Fielding Graduate University 2000 — 2002
MAOM, Organizational Management
University of Nebraska-Lincoln
BSBA, Accounting
Lisa (Ridley) Rickner Lisa (Ridley) Rickner's Lincoln Financial Group Experience May 2014 - Present
Job Assistant Vice President at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group May 2013 - May 2014
Lincoln Financial Group December 2010 - May 2013
Skills
Leadership
Education
Fashion Institute of Technology 2002 — 2005
Bachelor's degree
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group May 2013 - May 2014
Lincoln Financial Group December 2010 - May 2013
Skills
Leadership
Education
Fashion Institute of Technology 2002 — 2005
Bachelor's degree
Bryan Hom Bryan Hom's Lincoln Financial Group Experience August 2009 - May 2010
Job Associate Investment Team at EIG Global Energy Partners
Industry Venture Capital & Private Equity
Experience
EIG Global Energy Partners September 2013 - Present
HSBC Securities July 2011 - September 2013
Macquarie Capital Advisors June 2010 - August 2010
Lincoln Financial Group August 2009 - May 2010
Gates, Hudson & Associates, Inc. May 2008 - January 2010
Education
Emory University 2007 — 2011
BBA, Finance, Accounting, Economics
Walter Johnson High School 2003 — 2007
EIG Global Energy Partners September 2013 - Present
HSBC Securities July 2011 - September 2013
Macquarie Capital Advisors June 2010 - August 2010
Lincoln Financial Group August 2009 - May 2010
Gates, Hudson & Associates, Inc. May 2008 - January 2010
Education
Emory University 2007 — 2011
BBA, Finance, Accounting, Economics
Walter Johnson High School 2003 — 2007
Bill Ebel's Lincoln Financial Group Experience March 2015 - Present
Job Director of Security Operations
Industry Information Technology and Services
Experience
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group September 2012 - Present
HSBC August 2009 - September 2012
Lincoln Financial Group June 2008 - August 2009
HSBC June 2004 - May 2008
Remington Associates, LTD April 2000 - April 2004
Project Leadership Associates 2004 - 2004
Fidelitone December 2002 - June 2003
Skills
Risk Management, Application Security, Information Assurance, Information Security..., IT Governance, Compliance, Archer Smartsuite..., Security Architecture..., Security, Penetration Testing, Application Frameworks, Governance, Network Security, COBIT, Information Security, Risk Assessment, Computer Security, ISO 27001, IT Strategy, Vulnerability Assessment, Integration, Enterprise Architecture, Disaster Recovery, IT Management, PCI DSS, IT Audit, Information Technology, CISA, Vulnerability Management, Requirements Analysis, Identity Management, CISSP, Enterprise Risk..., CISM, Security Audits, Business Continuity..., Archer, Risk Analysis
Education
University of Illinois at Chicago 1998 — 1999
Chemistry
Elgin Community College 1996 — 1998
AS
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group September 2012 - Present
HSBC August 2009 - September 2012
Lincoln Financial Group June 2008 - August 2009
HSBC June 2004 - May 2008
Remington Associates, LTD April 2000 - April 2004
Project Leadership Associates 2004 - 2004
Fidelitone December 2002 - June 2003
Skills
Risk Management, Application Security, Information Assurance, Information Security..., IT Governance, Compliance, Archer Smartsuite..., Security Architecture..., Security, Penetration Testing, Application Frameworks, Governance, Network Security, COBIT, Information Security, Risk Assessment, Computer Security, ISO 27001, IT Strategy, Vulnerability Assessment, Integration, Enterprise Architecture, Disaster Recovery, IT Management, PCI DSS, IT Audit, Information Technology, CISA, Vulnerability Management, Requirements Analysis, Identity Management, CISSP, Enterprise Risk..., CISM, Security Audits, Business Continuity..., Archer, Risk Analysis
Education
University of Illinois at Chicago 1998 — 1999
Chemistry
Elgin Community College 1996 — 1998
AS
Amie Ryno Amie Ryno's Lincoln Financial Group Experience July 2009 - December 2009
Job Sr. Manager of University Relations at Comcast
Industry Human Resources
Experience
Comcast August 2012 - Present
Saint Joseph's University December 2009 - August 2012
Lincoln Financial Group July 2009 - December 2009
Lincoln Financial Group June 2007 - July 2009
Lincoln Financial Distributors 2003 - 2007
Skills
Event Planning, Event Management, Resume Writing, Leadership Development, Higher Education, Career Development, Career Counseling, Talent Management, Human Resources, Career Assessment, Program Development, Public Speaking, Student Affairs, MBTI, Teaching, Strategic Communications, Marketing Communications, Interviews, Organizational..., Social Media, Executive Coaching, Strategy, Leadership, Social Networking, Coaching, Staff Development
Education
Emerson College 2002 — 2003
M.A., Management and Organizational Communication
The College of New Jersey 1998 — 2002
B.A., Communications and Marketing
Comcast August 2012 - Present
Saint Joseph's University December 2009 - August 2012
Lincoln Financial Group July 2009 - December 2009
Lincoln Financial Group June 2007 - July 2009
Lincoln Financial Distributors 2003 - 2007
Skills
Event Planning, Event Management, Resume Writing, Leadership Development, Higher Education, Career Development, Career Counseling, Talent Management, Human Resources, Career Assessment, Program Development, Public Speaking, Student Affairs, MBTI, Teaching, Strategic Communications, Marketing Communications, Interviews, Organizational..., Social Media, Executive Coaching, Strategy, Leadership, Social Networking, Coaching, Staff Development
Education
Emerson College 2002 — 2003
M.A., Management and Organizational Communication
The College of New Jersey 1998 — 2002
B.A., Communications and Marketing
Ethan Sabin Ethan Sabin's Lincoln Financial Group Experience May 2007 - June 2011
Job President at Eagleworth Financial Management
Industry Financial Services
Experience
Steel Swan Facility Maintenance May 2014 - Present
Eagleworth Financial Management November 2011 - Present
Lincoln Financial Group May 2007 - June 2011
Outback Steakhouse October 2004 - May 2007
Skills
Business Analysis, Bookkeeping, Accounts Payable, QuickBooks, Treasury, Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, Budget, PowerPoint, Microsoft Word, Budgets, Management, Managerial Finance, Marketing, Accounting, Training, Insurance, Invoicing, Payroll, Accounts Receivable, Human Resources
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
North Carolina Agricultural and Technical State University 2004 — 2006
BS, Journalism and Mass Communication-Media Management
Havelock High School 1997 — 2001
Steel Swan Facility Maintenance May 2014 - Present
Eagleworth Financial Management November 2011 - Present
Lincoln Financial Group May 2007 - June 2011
Outback Steakhouse October 2004 - May 2007
Skills
Business Analysis, Bookkeeping, Accounts Payable, QuickBooks, Treasury, Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, Budget, PowerPoint, Microsoft Word, Budgets, Management, Managerial Finance, Marketing, Accounting, Training, Insurance, Invoicing, Payroll, Accounts Receivable, Human Resources
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
North Carolina Agricultural and Technical State University 2004 — 2006
BS, Journalism and Mass Communication-Media Management
Havelock High School 1997 — 2001
Jermaine Watson Jermaine Watson's Lincoln Financial Group Experience July 2001 - August 2001
Job Attorney/Shareholder at M. J. Watson & Associates, P.C.
Industry Law Practice
Experience
M. J. Watson & Associates, P.C. May 2014 - Present
Roberts & Watson, P.C. August 2012 - April 2014
Roberts, Watson & Davis, P.C. April 2012 - August 2012
Cox Smith Matthews Incorporated July 2007 - April 2012
United States Bankruptcy Court for the Eastern District of Missouri August 2003 - July 2007
University of Tennessee September 2001 - May 2003
Young & Perl, PLC May 2002 - August 2002
Lincoln Financial Group July 2001 - August 2001
Great West Casualty Company August 2000 - July 2001
Nashville Electric Service May 2000 - August 2000
Skills
Bankruptcy, Litigation, Restructuring, Corporate Law, Acquisitions, Commercial Litigation, Civil Litigation, Mergers, Due Diligence, Corporate Governance, Corporate Finance, Securities, Chapter 11, Arbitration, Class Actions, Trials, Business Litigation, Private Equity, Trademarks, Trade Secrets, Chapter 7, Business Transactions, Product Liability, Creditors' Rights, Appeals, Torts, Debtors, Securities Regulation, Mergers
Education
Haslam College of Business at the University of Tennessee 2000 — 2003
MBA, Finance
University of Tennessee College of Law 1999 — 2003
J.D., Law
Elon University 1995 — 1999
B.A., History
Greensboro Day School
H.S. Diploma
M. J. Watson & Associates, P.C. May 2014 - Present
Roberts & Watson, P.C. August 2012 - April 2014
Roberts, Watson & Davis, P.C. April 2012 - August 2012
Cox Smith Matthews Incorporated July 2007 - April 2012
United States Bankruptcy Court for the Eastern District of Missouri August 2003 - July 2007
University of Tennessee September 2001 - May 2003
Young & Perl, PLC May 2002 - August 2002
Lincoln Financial Group July 2001 - August 2001
Great West Casualty Company August 2000 - July 2001
Nashville Electric Service May 2000 - August 2000
Skills
Bankruptcy, Litigation, Restructuring, Corporate Law, Acquisitions, Commercial Litigation, Civil Litigation, Mergers, Due Diligence, Corporate Governance, Corporate Finance, Securities, Chapter 11, Arbitration, Class Actions, Trials, Business Litigation, Private Equity, Trademarks, Trade Secrets, Chapter 7, Business Transactions, Product Liability, Creditors' Rights, Appeals, Torts, Debtors, Securities Regulation, Mergers
Education
Haslam College of Business at the University of Tennessee 2000 — 2003
MBA, Finance
University of Tennessee College of Law 1999 — 2003
J.D., Law
Elon University 1995 — 1999
B.A., History
Greensboro Day School
H.S. Diploma
Scott Lovejoy Scott Lovejoy's Lincoln Financial Group Experience June 2004 - July 2011
Job Regional Vice President at AmericaFirst Securities
Industry Financial Services
Experience
AmericaFirst Capital Management, LLC July 2015 - Present
Forethought Financial Group, Inc. January 2013 - July 2015
The Hartford July 2011 - January 2013
Lincoln Financial Group June 2004 - July 2011
The Guardian Life Insurance Company of America September 2000 - March 2003
Western & Southern Financial Group April 1998 - September 2000
Skills
External Sales, Annuities, Public Speaking, Wholesaling, Mutual Funds, Relationship Cultivation, Series 7, Series 63, Time Management, Self-driven, Financial Markets, Organizer, Retirement Income..., Fixed Annuities, Retirement, Investments, Sales, Financial Advisory, 401k, Finance, Wholesale
Education
Eastern Illinois University 1991 — 1995
Bachelor of Science (B.S.), Business/Commerce, General
Adlai E. Stevenson Highschool 1987 — 1991
AmericaFirst Capital Management, LLC July 2015 - Present
Forethought Financial Group, Inc. January 2013 - July 2015
The Hartford July 2011 - January 2013
Lincoln Financial Group June 2004 - July 2011
The Guardian Life Insurance Company of America September 2000 - March 2003
Western & Southern Financial Group April 1998 - September 2000
Skills
External Sales, Annuities, Public Speaking, Wholesaling, Mutual Funds, Relationship Cultivation, Series 7, Series 63, Time Management, Self-driven, Financial Markets, Organizer, Retirement Income..., Fixed Annuities, Retirement, Investments, Sales, Financial Advisory, 401k, Finance, Wholesale
Education
Eastern Illinois University 1991 — 1995
Bachelor of Science (B.S.), Business/Commerce, General
Adlai E. Stevenson Highschool 1987 — 1991
Pam Talley Pam Talley's Lincoln Financial Group Experience June 2007 - March 2009
Job PMO Lead at TEKsystems
Industry Management Consulting
Experience
TEKsystems April 2015 - Present
P.S. Talley Consulting Group, LLC January 2009 - Present
Breakthrough Technologies October 2014 - April 2015
Firentzas April 2012 - December 2014
FUNdraiser Valet October 2012 - October 2014
SenseAgility Group April 2012 - October 2014
Sutoer Solutions March 2011 - December 2011
BCSMS: Business Consulting & Social Media Solutions September 2010 - November 2011
NueVista Group November 2009 - September 2010
Lincoln Financial Group June 2007 - March 2009
Skills
SDLC, Vendor Management, Waterfall, Visio, Cross-functional Team..., PMP, Business Analysis, PMO, MS Project, Agile Methodologies, Project Management, Software Documentation, IT Strategy, Training, Change Management, Process Improvement, Budgets, Business Process, Team Leadership, Software Development, Integration, Enterprise Architecture, CRM, Program Management, Strategy, Leadership, Management, Agile Project Management, Resource Management, Six Sigma, Governance, Risk Management, Project Portfolio..., Security, Business Process..., SharePoint, Information Technology, Business Development, Business Intelligence, IT Management, Outsourcing, Software Project..., Requirements Gathering, Executive Management, Start-ups
Education
Eastern Illinois University 2009 — 2009
BA
Lake Land College 1982 — 1984
AAS
Eastern Illinois University 1978 — 1982
Northeastern Illinois University
Charleston High School
TEKsystems April 2015 - Present
P.S. Talley Consulting Group, LLC January 2009 - Present
Breakthrough Technologies October 2014 - April 2015
Firentzas April 2012 - December 2014
FUNdraiser Valet October 2012 - October 2014
SenseAgility Group April 2012 - October 2014
Sutoer Solutions March 2011 - December 2011
BCSMS: Business Consulting & Social Media Solutions September 2010 - November 2011
NueVista Group November 2009 - September 2010
Lincoln Financial Group June 2007 - March 2009
Skills
SDLC, Vendor Management, Waterfall, Visio, Cross-functional Team..., PMP, Business Analysis, PMO, MS Project, Agile Methodologies, Project Management, Software Documentation, IT Strategy, Training, Change Management, Process Improvement, Budgets, Business Process, Team Leadership, Software Development, Integration, Enterprise Architecture, CRM, Program Management, Strategy, Leadership, Management, Agile Project Management, Resource Management, Six Sigma, Governance, Risk Management, Project Portfolio..., Security, Business Process..., SharePoint, Information Technology, Business Development, Business Intelligence, IT Management, Outsourcing, Software Project..., Requirements Gathering, Executive Management, Start-ups
Education
Eastern Illinois University 2009 — 2009
BA
Lake Land College 1982 — 1984
AAS
Eastern Illinois University 1978 — 1982
Northeastern Illinois University
Charleston High School
John Silvestri's Lincoln Financial Group Experience August 2013 - Present
Job Sr. Consultant, Compensation at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2013 - Present
Day & Zimmermann August 2011 - August 2013
Charming Shoppes February 2011 - August 2011
PHH Mortgage March 2009 - February 2011
U.S. Coast Guard August 2002 - August 2010
Skills
Deferred Compensation, HRIS, PeopleSoft, Microsoft Excel, Access, SAP, Ultipro, Ceridian, Compensation, Talent Management, Succession Planning, Process Improvement, Management, Leadership, Human Resources, Employee Relations, CRM
Education
Fairleigh Dickinson University 2006 — 2008
BA, Public Administration
Cherry Hill West
Villanova University
Lincoln Financial Group August 2013 - Present
Day & Zimmermann August 2011 - August 2013
Charming Shoppes February 2011 - August 2011
PHH Mortgage March 2009 - February 2011
U.S. Coast Guard August 2002 - August 2010
Skills
Deferred Compensation, HRIS, PeopleSoft, Microsoft Excel, Access, SAP, Ultipro, Ceridian, Compensation, Talent Management, Succession Planning, Process Improvement, Management, Leadership, Human Resources, Employee Relations, CRM
Education
Fairleigh Dickinson University 2006 — 2008
BA, Public Administration
Cherry Hill West
Villanova University
Monir Mafi's Lincoln Financial Group Experience August 2012 - Present
Job Senior BI/SQL Developer at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group August 2012 - Present
The Hartford Insurance November 2010 - July 2012
Image Maker June 2010 - November 2010
ING Investment Management 2000 - 2009
State of Connecticut Department of Administrative Services 1989 - 2000
Skills
Microsoft SQL Server, Databases, XML, .NET, C#, ASP.NET, Visual Studio, Unix, VB.NET, SSIS, SSRS, Testing, Web Applications, Stored Procedures, Program Management
Education
Fitchburg State University
M.S., Computer Science
Fitchburg State University
B.S., Computer Science
Lincoln Financial Group August 2012 - Present
The Hartford Insurance November 2010 - July 2012
Image Maker June 2010 - November 2010
ING Investment Management 2000 - 2009
State of Connecticut Department of Administrative Services 1989 - 2000
Skills
Microsoft SQL Server, Databases, XML, .NET, C#, ASP.NET, Visual Studio, Unix, VB.NET, SSIS, SSRS, Testing, Web Applications, Stored Procedures, Program Management
Education
Fitchburg State University
M.S., Computer Science
Fitchburg State University
B.S., Computer Science
Christina DonAroma-Derench Christina DonAroma-Derench's Lincoln Financial Group Experience August 2003 - May 2007
Job Supervisor, National Accounts, Client Services at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services July 2012 - Present
FUTURITY FIRST Insurance Group February 2012 - July 2012
FUTURITY FIRST Insurance Group February 2011 - February 2012
FUTURITY FIRST Insurance Group October 2010 - February 2011
FUTURITY FIRST Insurance Group January 2008 - October 2010
Lincoln Financial Group August 2003 - May 2007
Lincoln Financial Group August 2003 - 2006
Skills
Series 6, Life Insurance, Fixed Annuities, Indexed Annuities, Long Term Care Insurance, Disability Insurance, Medicare, Variable Life, LOMA 281, Leadership, Long-term Care, Training, Insurance, Term Life Insurance, Management, Employee Benefits, Health Insurance, Retirement, Retirement Planning, Whole Life, Underwriting, Financial Services, Variable Annuities
Education
Eastern Connecticut State University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Crump Life Insurance Services July 2012 - Present
FUTURITY FIRST Insurance Group February 2012 - July 2012
FUTURITY FIRST Insurance Group February 2011 - February 2012
FUTURITY FIRST Insurance Group October 2010 - February 2011
FUTURITY FIRST Insurance Group January 2008 - October 2010
Lincoln Financial Group August 2003 - May 2007
Lincoln Financial Group August 2003 - 2006
Skills
Series 6, Life Insurance, Fixed Annuities, Indexed Annuities, Long Term Care Insurance, Disability Insurance, Medicare, Variable Life, LOMA 281, Leadership, Long-term Care, Training, Insurance, Term Life Insurance, Management, Employee Benefits, Health Insurance, Retirement, Retirement Planning, Whole Life, Underwriting, Financial Services, Variable Annuities
Education
Eastern Connecticut State University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Kurt Kemp Kurt Kemp's Lincoln Financial Group Experience March 2012 - August 2015
Job Sales Executive at CIGNA Group Insurance
Industry Insurance
Experience
CIGNA Group Insurance August 2015 - Present
Lincoln Financial Group March 2012 - August 2015
Regence Life & Health February 2011 - March 2012
Cigna Group Insurance April 2006 - February 2011
Metropolitan Life Insurance Company 1994 - 2002
Skills
Health Insurance, Dental, Disability Insurance, Employee Benefits, Insurance
Education
Eastern Illinois University 1992 — 1994
MA, English
University of Illinois at Urbana-Champaign 1987 — 1991
BA, English
CIGNA Group Insurance August 2015 - Present
Lincoln Financial Group March 2012 - August 2015
Regence Life & Health February 2011 - March 2012
Cigna Group Insurance April 2006 - February 2011
Metropolitan Life Insurance Company 1994 - 2002
Skills
Health Insurance, Dental, Disability Insurance, Employee Benefits, Insurance
Education
Eastern Illinois University 1992 — 1994
MA, English
University of Illinois at Urbana-Champaign 1987 — 1991
BA, English
mark crowe, FALU, FLMI, ARA mark crowe, FALU, FLMI, ARA's Lincoln Financial Group Experience June 1998 - January 2000
Job Director of Underwriting at MetLife
Industry Insurance
Experience
MetLife November 2012 - Present
ING June 2011 - November 2012
ING June 2006 - June 2011
JP Morgan Chase October 2005 - May 2006
Celtic Insurance February 2005 - October 2005
Celtic Insurance March 2003 - February 2005
JLT Services Corporation September 2002 - March 2003
CSC February 2000 - August 2002
Lincoln Financial Group June 1998 - January 2000
Skills
Underwriting, Insurance, Financial Risk, Life Insurance, Health Insurance, Risk Management, Disability Insurance, Employee Benefits, Business Analysis, Management, Risk Assessment, Training
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
Eastern Illinois University 1994 — 1998
BS, Botany
MetLife November 2012 - Present
ING June 2011 - November 2012
ING June 2006 - June 2011
JP Morgan Chase October 2005 - May 2006
Celtic Insurance February 2005 - October 2005
Celtic Insurance March 2003 - February 2005
JLT Services Corporation September 2002 - March 2003
CSC February 2000 - August 2002
Lincoln Financial Group June 1998 - January 2000
Skills
Underwriting, Insurance, Financial Risk, Life Insurance, Health Insurance, Risk Management, Disability Insurance, Employee Benefits, Business Analysis, Management, Risk Assessment, Training
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
Eastern Illinois University 1994 — 1998
BS, Botany
John Maselli John Maselli's Lincoln Financial Group Experience May 2002 - April 2009
Job Regional Vice President at Zurich North America
Industry Insurance
Experience
Zurich North America May 2015 - Present
Legal & General America June 2013 - Present
One America December 2011 - June 2013
American General Life Companies July 2011 - December 2011
John Hancock Life January 2010 - December 2010
Lincoln Financial Group May 2002 - April 2009
Skills
Fixed Annuities, Life Insurance, Long Term Care Insurance, Retirement, Universal Life, Variable Annuities, Series 7, Account Management, Product Distribution, Brokerage General..., Banking, Retirement Planning, Series 63
Education
Fairmont State University 1985 — 1990
Bachelors, Secondary Education
Zurich North America May 2015 - Present
Legal & General America June 2013 - Present
One America December 2011 - June 2013
American General Life Companies July 2011 - December 2011
John Hancock Life January 2010 - December 2010
Lincoln Financial Group May 2002 - April 2009
Skills
Fixed Annuities, Life Insurance, Long Term Care Insurance, Retirement, Universal Life, Variable Annuities, Series 7, Account Management, Product Distribution, Brokerage General..., Banking, Retirement Planning, Series 63
Education
Fairmont State University 1985 — 1990
Bachelors, Secondary Education
Bob Godber, PMP Bob Godber, PMP's Lincoln Financial Group Experience April 2011 - Present
Job Project Manager at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group April 2011 - Present
American Express March 2010 - December 2010
GMAC Insurance 1996 - 2009
First Union National Bank February 1995 - August 1996
Siebels Bruce Insurance Company December 1990 - August 1994
American Bankers Insurance Group March 1978 - December 1990
Skills
Knowledge Management, ERP Implementations, SDLC, PMP, PMO, Vendor Management, IT Strategy, Business Process..., Business Analysis, Process Improvement, Program Management, Project Portfolio..., Requirements Gathering, Requirements Analysis, Business Process, Change Management, Enterprise Architecture, Visio, Software Project..., Project Management, Disaster Recovery, Data Center, Management, Cross-functional Team..., IT Service Management, Outsourcing, Leadership
Education
Excelsior College 1988 — 1991
B.S., Business
Lincoln Financial Group April 2011 - Present
American Express March 2010 - December 2010
GMAC Insurance 1996 - 2009
First Union National Bank February 1995 - August 1996
Siebels Bruce Insurance Company December 1990 - August 1994
American Bankers Insurance Group March 1978 - December 1990
Skills
Knowledge Management, ERP Implementations, SDLC, PMP, PMO, Vendor Management, IT Strategy, Business Process..., Business Analysis, Process Improvement, Program Management, Project Portfolio..., Requirements Gathering, Requirements Analysis, Business Process, Change Management, Enterprise Architecture, Visio, Software Project..., Project Management, Disaster Recovery, Data Center, Management, Cross-functional Team..., IT Service Management, Outsourcing, Leadership
Education
Excelsior College 1988 — 1991
B.S., Business
Aletha Green Aletha Green's Lincoln Financial Group Experience 2005 - 2007
Job Customer Experience Professional
Industry Consumer Services
Experience
Metromile August 2015 - Present
GoDaddy March 2015 - August 2015
Reelcraft Industries, Inc. 2014 - January 2015
Fort Wayne Community Schools 2010 - 2013
LUSH FRESH HANDMADE COSMETICS North America 2008 - 2010
Easter Seals Inc. 2007 - 2008
Lincoln Financial Group 2005 - 2007
Skills
Customer Service, Sales Management, Event Management, Community Outreach, Intercultural..., Community Development, Retail Sales, Microsoft Office, Time Management, Coaching, Public Speaking, Social Media, Microsoft Word, Management, Fundraising, Nonprofits, Entrepreneurship, Sales
Education
Florida Agricultural and Mechanical University
Biology/Biological Sciences, General
Metromile August 2015 - Present
GoDaddy March 2015 - August 2015
Reelcraft Industries, Inc. 2014 - January 2015
Fort Wayne Community Schools 2010 - 2013
LUSH FRESH HANDMADE COSMETICS North America 2008 - 2010
Easter Seals Inc. 2007 - 2008
Lincoln Financial Group 2005 - 2007
Skills
Customer Service, Sales Management, Event Management, Community Outreach, Intercultural..., Community Development, Retail Sales, Microsoft Office, Time Management, Coaching, Public Speaking, Social Media, Microsoft Word, Management, Fundraising, Nonprofits, Entrepreneurship, Sales
Education
Florida Agricultural and Mechanical University
Biology/Biological Sciences, General
Abigail Scott's Lincoln Financial Group Experience July 2013 - January 2014
Job Freelance editor and proofreader
Industry Publishing
Experience
CSL Behring May 2015 - Present
Merkle July 2014 - April 2015
YMCA of the Brandywine Valley June 2014 - July 2014
Cadient Group February 2014 - July 2014
Lincoln Financial Group July 2013 - January 2014
Siemens Healthcare December 2011 - March 2013
PerformRx June 2011 - August 2011
Wolters Kluwer Health/Lippincott Williams & Wilkins August 2010 - April 2011
Shire Pharmaceuticals March 2010 - May 2010
The Creative Group 2010 - 2010
Skills
Copy Editing, Proofreading, Editing, Content Management, Web Content, Feature Articles, Web Content Management, Creative Direction, Freelance Writing, Healthcare, Editorial, SharePoint, Newsletters, Copywriting, Journalism, AP Style, Technical Writing, Press Releases, Publications, Magazines, Media Relations, Blogging, Web Editing, Marketing Communications, Social Networking, Storytelling, Publishing
Education
Elizabethtown College 1988 — 1992
Bachelor of Arts, English
CSL Behring May 2015 - Present
Merkle July 2014 - April 2015
YMCA of the Brandywine Valley June 2014 - July 2014
Cadient Group February 2014 - July 2014
Lincoln Financial Group July 2013 - January 2014
Siemens Healthcare December 2011 - March 2013
PerformRx June 2011 - August 2011
Wolters Kluwer Health/Lippincott Williams & Wilkins August 2010 - April 2011
Shire Pharmaceuticals March 2010 - May 2010
The Creative Group 2010 - 2010
Skills
Copy Editing, Proofreading, Editing, Content Management, Web Content, Feature Articles, Web Content Management, Creative Direction, Freelance Writing, Healthcare, Editorial, SharePoint, Newsletters, Copywriting, Journalism, AP Style, Technical Writing, Press Releases, Publications, Magazines, Media Relations, Blogging, Web Editing, Marketing Communications, Social Networking, Storytelling, Publishing
Education
Elizabethtown College 1988 — 1992
Bachelor of Arts, English
Nakita Canteen Nakita Canteen's Lincoln Financial Group Experience September 1999 - October 2006
Job Director, Financial Planning & Analysis
Industry Real Estate
Experience
Bell Partners Inc September 2015 - Present
Bell Partners Inc May 2014 - Present
Hanesbrands Inc. March 2010 - May 2014
RFMD February 2007 - May 2008
Lincoln Financial Group September 1999 - October 2006
Scott & Associates Financial Group June 1993 - September 1999
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, General Ledger, Variance Analysis, Account Reconciliation, Sarbanes-Oxley, SEC filings, Financial Analysis, Process Improvement, Insurance, Accounts Receivable, Fixed Assets, GAAP, Internal Audit, Investments, Management, SAP, Hyperion HFM, FDM, Lawson General Ledger, PAM for Securities, Hyperion Enterprise, Access, Consolidation, Financial Accounting, Journal Entries, Essbase, Training, US GAAP, Bank Reconciliation, Finance, Analysis, Financial Statements, Microsoft Excel, Leadership, Sarbanes-Oxley Act, Mergers & Acquisitions, Time Management, Forecasting
Education
Fayetteville State University 1993 — 1997
Bachelor of Science
Fayetteville State University 1993 — 1997
Bachelor of Arts (B.A.)
Bell Partners Inc September 2015 - Present
Bell Partners Inc May 2014 - Present
Hanesbrands Inc. March 2010 - May 2014
RFMD February 2007 - May 2008
Lincoln Financial Group September 1999 - October 2006
Scott & Associates Financial Group June 1993 - September 1999
Skills
Financial Reporting, Accounting, Internal Controls, Auditing, General Ledger, Variance Analysis, Account Reconciliation, Sarbanes-Oxley, SEC filings, Financial Analysis, Process Improvement, Insurance, Accounts Receivable, Fixed Assets, GAAP, Internal Audit, Investments, Management, SAP, Hyperion HFM, FDM, Lawson General Ledger, PAM for Securities, Hyperion Enterprise, Access, Consolidation, Financial Accounting, Journal Entries, Essbase, Training, US GAAP, Bank Reconciliation, Finance, Analysis, Financial Statements, Microsoft Excel, Leadership, Sarbanes-Oxley Act, Mergers & Acquisitions, Time Management, Forecasting
Education
Fayetteville State University 1993 — 1997
Bachelor of Science
Fayetteville State University 1993 — 1997
Bachelor of Arts (B.A.)
Kellie Szabo Kellie Szabo's Lincoln Financial Group Experience July 2014 - Present
Job Account Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2014 - Present
Lincoln Financial Distributors February 2008 - Present
Lincoln Financial Distributors May 2008 - February 2009
Crump Insurance August 2007 - May 2008
Skills
Series 6, Long Term Care Insurance, Sales, Series 63, CLTC, Salesforce.com, Building Relationships, Retirement Planning, Retirement, Life Insurance, Microsoft Excel, Strategic Planning, Investments, Long-term Care, Fixed Annuities, Strategic Financial..., Insurance, Customer Service, Mutual Funds, 401k, Relationship Management, Onboarding, New Account Opening, Series 65
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
Bachelor of Science (B.S.), Marketing, Political Science, Spanish
Lincoln Financial Group July 2014 - Present
Lincoln Financial Distributors February 2008 - Present
Lincoln Financial Distributors May 2008 - February 2009
Crump Insurance August 2007 - May 2008
Skills
Series 6, Long Term Care Insurance, Sales, Series 63, CLTC, Salesforce.com, Building Relationships, Retirement Planning, Retirement, Life Insurance, Microsoft Excel, Strategic Planning, Investments, Long-term Care, Fixed Annuities, Strategic Financial..., Insurance, Customer Service, Mutual Funds, 401k, Relationship Management, Onboarding, New Account Opening, Series 65
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
Bachelor of Science (B.S.), Marketing, Political Science, Spanish
Carl Pawsat, CPA's Lincoln Financial Group Experience June 2012 - Present
Job Manager, Broker/Dealer Reporting & Analysis at Lincoln Financial Group
Industry Accounting
Experience
Lincoln Financial Group June 2012 - Present
Lincoln Financial Group February 2011 - June 2012
Lincoln Financial Group August 2009 - February 2011
KPMG August 2008 - April 2009
DirecTech Holding Company June 2008 - August 2008
Great American Financial Resources June 2007 - August 2007
Smith Leonard, PLLC January 2007 - April 2007
Education
Elon University 2004 — 2008
Bachelor, Accounting
Lincoln Financial Group June 2012 - Present
Lincoln Financial Group February 2011 - June 2012
Lincoln Financial Group August 2009 - February 2011
KPMG August 2008 - April 2009
DirecTech Holding Company June 2008 - August 2008
Great American Financial Resources June 2007 - August 2007
Smith Leonard, PLLC January 2007 - April 2007
Education
Elon University 2004 — 2008
Bachelor, Accounting
Juliana Victoria Juliana Victoria's Lincoln Financial Group Experience July 2013 - October 2013
Job MBA Student at Eastern University
Industry Marketing and Advertising
Experience
Opal Financial Group January 2014 - April 2014
Lincoln Financial Group July 2013 - October 2013
Holy Family University January 2013 - May 2013
Holy Family University January 2011 - May 2013
Skills
Bilingual, Leadership, Team Leadership, Teamwork, International Experience, Multicultural..., MS Excel Pivot Tables, Microsoft Excel, Microsoft Office, PowerPoint, Tennis, Time Management, Public Speaking, Event Planning, Spanish, Higher Education, Microsoft Word
Education
Eastern University 2014 — 2016
Master of Business Administration (MBA)
Holy Family University 2009 — 2013
Bachelor of Arts (BA), Marketing/Marketing Management, General, 3.80 / 4.0
Opal Financial Group January 2014 - April 2014
Lincoln Financial Group July 2013 - October 2013
Holy Family University January 2013 - May 2013
Holy Family University January 2011 - May 2013
Skills
Bilingual, Leadership, Team Leadership, Teamwork, International Experience, Multicultural..., MS Excel Pivot Tables, Microsoft Excel, Microsoft Office, PowerPoint, Tennis, Time Management, Public Speaking, Event Planning, Spanish, Higher Education, Microsoft Word
Education
Eastern University 2014 — 2016
Master of Business Administration (MBA)
Holy Family University 2009 — 2013
Bachelor of Arts (BA), Marketing/Marketing Management, General, 3.80 / 4.0
Chris Allen's Lincoln Financial Group Experience May 2008 - March 2009
Job Owner and Principal at Somerset Kids Co. (dba Great Play of Branchburg)
Industry Health, Wellness and Fitness
Experience
Somerset Kids Co. (dba Great Play of Branchburg) January 2015 - Present
LexisNexis July 2009 - December 2013
Lincoln Financial Group May 2008 - March 2009
Financial Executives International (FEI) January 1997 - May 2008
Coleman & Pellet 1993 - 1996
American Cancer Society 1989 - 1992
Education
Rutgers Center for Management Development 2013 — 2013
Mini-MBA Certificate Program
Fairleigh Dickinson University
M.A.
University of Maryland College Park
B.S.
Somerset Kids Co. (dba Great Play of Branchburg) January 2015 - Present
LexisNexis July 2009 - December 2013
Lincoln Financial Group May 2008 - March 2009
Financial Executives International (FEI) January 1997 - May 2008
Coleman & Pellet 1993 - 1996
American Cancer Society 1989 - 1992
Education
Rutgers Center for Management Development 2013 — 2013
Mini-MBA Certificate Program
Fairleigh Dickinson University
M.A.
University of Maryland College Park
B.S.
Steven Sposato Steven Sposato's Lincoln Financial Group Experience March 2010 - October 2011
Job Team Manager at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance September 2014 - Present
Liberty Mutual Insurance October 2011 - September 2014
Lincoln Financial Group March 2010 - October 2011
Lincoln Financial Group July 2006 - March 2010
Mid-West National Life Insurance Company of Tennessee January 2006 - July 2006
AMVF Productions August 2005 - January 2006
Felician College May 2005 - August 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Event Planning, Public Speaking, Sales, Microsoft Word, Outlook, Project Management, Social Media, Research, Performance Management, Leadership, Analysis
Education
High Point University 2009 — 2011
Master, Business Administration
Elon University 2001 — 2005
Bachelors of Arts, Corporate Communications
Liberty Mutual Insurance September 2014 - Present
Liberty Mutual Insurance October 2011 - September 2014
Lincoln Financial Group March 2010 - October 2011
Lincoln Financial Group July 2006 - March 2010
Mid-West National Life Insurance Company of Tennessee January 2006 - July 2006
AMVF Productions August 2005 - January 2006
Felician College May 2005 - August 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Event Planning, Public Speaking, Sales, Microsoft Word, Outlook, Project Management, Social Media, Research, Performance Management, Leadership, Analysis
Education
High Point University 2009 — 2011
Master, Business Administration
Elon University 2001 — 2005
Bachelors of Arts, Corporate Communications
Maria Lurdes Serrambana Maria Lurdes Serrambana's Lincoln Financial Group Experience January 1998 - Present
Job Computer Programmer at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group January 1998 - Present
Skills
COBOL, TSO, JCL, DB2, Easytrieve, Project Management, Mainframe, Xpediter, CICS, Leadership, Endevor, VSAM, SQL
Education
Eastern Connecticut State University 1986 — 1990
Bachelor of Business Administration (BBA)
Lincoln Financial Group January 1998 - Present
Skills
COBOL, TSO, JCL, DB2, Easytrieve, Project Management, Mainframe, Xpediter, CICS, Leadership, Endevor, VSAM, SQL
Education
Eastern Connecticut State University 1986 — 1990
Bachelor of Business Administration (BBA)
Austin O'Reilly Austin O'Reilly's Lincoln Financial Group Experience August 2010 - December 2012
Job Sr. Investment Marketing Consultant at MetLife
Industry Financial Services
Experience
MetLife November 2014 - Present
MetLife July 2013 - October 2014
Wells Fargo December 2012 - June 2013
Lincoln Financial Group August 2010 - December 2012
Merrill Lynch September 2009 - July 2010
Merrill Lynch December 2008 - September 2009
Smith Barney March 2007 - November 2008
Smith Barney July 2005 - March 2007
Laidlaw & Company June 2004 - July 2005
All-Time Coffee Systems January 2003 - June 2004
Skills
Banking, Loans, Credit, Investments, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Refinance, Asset Allocation, Securities, Insurance, Financial Services, Retail Banking, Fixed Income, Equities, Series 63, Financial Advisory, Retirement
Education
Saint Mary's University 2000 — 2002
Marketing, Business Commerce
Fairleigh Dickinson University 1998 — 1999
Undergrad Electives
MetLife November 2014 - Present
MetLife July 2013 - October 2014
Wells Fargo December 2012 - June 2013
Lincoln Financial Group August 2010 - December 2012
Merrill Lynch September 2009 - July 2010
Merrill Lynch December 2008 - September 2009
Smith Barney March 2007 - November 2008
Smith Barney July 2005 - March 2007
Laidlaw & Company June 2004 - July 2005
All-Time Coffee Systems January 2003 - June 2004
Skills
Banking, Loans, Credit, Investments, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Refinance, Asset Allocation, Securities, Insurance, Financial Services, Retail Banking, Fixed Income, Equities, Series 63, Financial Advisory, Retirement
Education
Saint Mary's University 2000 — 2002
Marketing, Business Commerce
Fairleigh Dickinson University 1998 — 1999
Undergrad Electives
Josh MacDonald Josh MacDonald's Lincoln Financial Group Experience December 2007 - April 2009
Job Vice President at Transamerica
Industry Financial Services
Experience
Transamerica July 2012 - Present
A.C.G. Associates, Inc. May 2009 - June 2012
Lincoln Financial Group December 2007 - April 2009
John Hancock June 2003 - December 2007
CIGNA September 1996 - June 2002
Skills
401k, Series 63, Retirement, Series 7, Mutual Funds, Series 6, Retirement Planning, Fixed Annuities, Defined Benefit, Pensions, Investments, FINRA, Profit Sharing, Qualified Retirement..., ERISA, Financial Advisory, Defined Contribution, Employee Benefits
Education
Eastern Connecticut State University
BS, Marketing/Public Relations
University of Maryland University College
MBA
Transamerica July 2012 - Present
A.C.G. Associates, Inc. May 2009 - June 2012
Lincoln Financial Group December 2007 - April 2009
John Hancock June 2003 - December 2007
CIGNA September 1996 - June 2002
Skills
401k, Series 63, Retirement, Series 7, Mutual Funds, Series 6, Retirement Planning, Fixed Annuities, Defined Benefit, Pensions, Investments, FINRA, Profit Sharing, Qualified Retirement..., ERISA, Financial Advisory, Defined Contribution, Employee Benefits
Education
Eastern Connecticut State University
BS, Marketing/Public Relations
University of Maryland University College
MBA
mark ruhlen mark ruhlen's Lincoln Financial Group Experience January 1995 - April 2003
Job V P at Birtwhistle & Livingston
Industry Insurance
Experience
Birtwhistle & Livingston Assistant GAHartford LifeJanuary 2008 - June 2010
Lincoln Financial Group January 1995 - April 2003
Prudential Financial March 1991 - December 1994
Skills
Insurance, Property & Casualty..., Professional Liability, Commercial Insurance, Retirement Planning, Financial Planning, Term Life Insurance, Sales, Strategic Financial..., Underwriting, Investments, Life Insurance, Disability Insurance, Employment Practices..., Commercial Lines, Legal Liability, Fixed Annuities, Customer Service
Education
Fairleigh Dickinson University
Finance and Financial Management Services
Pennsylvania Military College
Pennsylvania Military College
Bachelor of Arts (B.A.), English Language and Literature/Letters
Birtwhistle & Livingston Assistant GAHartford LifeJanuary 2008 - June 2010
Lincoln Financial Group January 1995 - April 2003
Prudential Financial March 1991 - December 1994
Skills
Insurance, Property & Casualty..., Professional Liability, Commercial Insurance, Retirement Planning, Financial Planning, Term Life Insurance, Sales, Strategic Financial..., Underwriting, Investments, Life Insurance, Disability Insurance, Employment Practices..., Commercial Lines, Legal Liability, Fixed Annuities, Customer Service
Education
Fairleigh Dickinson University
Finance and Financial Management Services
Pennsylvania Military College
Pennsylvania Military College
Bachelor of Arts (B.A.), English Language and Literature/Letters
Melissa Dailey Melissa Dailey's Lincoln Financial Group Experience February 2015 - Present
Job Business Operations Manager
Industry Financial Services
Experience
Lincoln Financial Group February 2015 - Present
Ascensus November 2012 - February 2015
Party MD, llc July 2012 - February 2015
American Century Investments October 2004 - May 2012
Skills
Series 6, Series 7, Series 24, Series 66, Series 63, CEP, Financial Services, Management, Leadership
Education
Emporia State University
Music Education
Johnson County Community College
Lincoln Financial Group February 2015 - Present
Ascensus November 2012 - February 2015
Party MD, llc July 2012 - February 2015
American Century Investments October 2004 - May 2012
Skills
Series 6, Series 7, Series 24, Series 66, Series 63, CEP, Financial Services, Management, Leadership
Education
Emporia State University
Music Education
Johnson County Community College
Alex Kaczmarek Alex Kaczmarek's Lincoln Financial Group Experience June 2010 - August 2010
Job Raw Supply Analyst at Applegate
Industry Financial Services
Experience
Applegate January 2015 - Present
Applegate March 2014 - January 2015
TMK Builders November 2012 - February 2014
Newport Capital Group March 2012 - November 2012
McGivney Community Center January 2011 - May 2011
Lincoln Financial Group June 2010 - August 2010
United States Soccer Federation March 2003 - September 2009
Skills
Investments, Microsoft Excel, Access, PowerPoint, Analysis, Word, Excel, Drupal, Financial Analysis, Customer Service, Facebook, Microsoft Word, Mutual Funds, Marketing, Research, Recruiting, Time Management, International Logistics, Logistics, Microsoft Dynamics ERP, ERP Implementations
Education
Fairfield University 2007 — 2011
Bachelor of Science (BS), Finance, Information Systems
Regent's College, London 2010 — 2010
Governor Livingston High School 2003 — 2007
Applegate January 2015 - Present
Applegate March 2014 - January 2015
TMK Builders November 2012 - February 2014
Newport Capital Group March 2012 - November 2012
McGivney Community Center January 2011 - May 2011
Lincoln Financial Group June 2010 - August 2010
United States Soccer Federation March 2003 - September 2009
Skills
Investments, Microsoft Excel, Access, PowerPoint, Analysis, Word, Excel, Drupal, Financial Analysis, Customer Service, Facebook, Microsoft Word, Mutual Funds, Marketing, Research, Recruiting, Time Management, International Logistics, Logistics, Microsoft Dynamics ERP, ERP Implementations
Education
Fairfield University 2007 — 2011
Bachelor of Science (BS), Finance, Information Systems
Regent's College, London 2010 — 2010
Governor Livingston High School 2003 — 2007
Roderick Freeman Roderick Freeman's Lincoln Financial Group Experience October 2014 - Present
Job Consumer Services Professional
Industry Consumer Services
Experience
Lincoln Financial Group October 2014 - Present
Newell Rubbermaid June 2014 - Present
UnitedHealthcare August 2011 - March 2013
AT&T Mobility June 2004 - December 2010
AT&T Mobility June 2004 - December 2010
T Mobility February 2006 - July 2008
AT&T Mobility January 2005 - August 2006
AT&T Mobility October 2004 - January 2006
AT&T Mobility June 2004 - October 2004
Damark International January 1998 - January 2002
Skills
Call Center, Customer Service, Billing, Coaching, Customer Satisfaction, Team Building, Mentoring, Scheduling, Customer Retention, Call Centers, Time Management, Interviews, Sales, Payroll, Hiring, Leadership, Invoicing, Process Scheduler, Training
Education
Fayetteville State University 1995 — 1998
English
Lincoln Financial Group October 2014 - Present
Newell Rubbermaid June 2014 - Present
UnitedHealthcare August 2011 - March 2013
AT&T Mobility June 2004 - December 2010
AT&T Mobility June 2004 - December 2010
T Mobility February 2006 - July 2008
AT&T Mobility January 2005 - August 2006
AT&T Mobility October 2004 - January 2006
AT&T Mobility June 2004 - October 2004
Damark International January 1998 - January 2002
Skills
Call Center, Customer Service, Billing, Coaching, Customer Satisfaction, Team Building, Mentoring, Scheduling, Customer Retention, Call Centers, Time Management, Interviews, Sales, Payroll, Hiring, Leadership, Invoicing, Process Scheduler, Training
Education
Fayetteville State University 1995 — 1998
English
Emmanuel Thiveaud's Lincoln Financial Group Experience September 2008 - April 2013
Job Head of Government and Funder Solutions, Intellectual Property & Science at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters May 2015 - Present
Thomson Reuters April 2013 - April 2015
Lincoln Financial Group September 2008 - April 2013
MassMutual Financial Group 2007 - 2008
Prudential Financial 2004 - 2007
Prudential Financial 2003 - 2004
Prudential Financial 2001 - 2003
Prudential Financial 1999 - 2001
Skills
Financial Services, Financial Analysis, Insurance, Financial Modeling, Mergers, Pensions, Valuation, Risk Management, Business Strategy, Competitive Analysis, Retirement, Strategic Leadership, cross, Marketing Research, Marketing Strategy, Divestitures, Relationship Management, Collaborative Problem..., Cost Efficiency, Team Leadership, Strategy, Management, Analysis, Strategic Planning, Leadership, Finance, Mergers & Acquisitions, Strategic Financial..., Portfolio Management, Strategic Partnerships, Start-ups, Cross-functional Team..., Analytics, Segmentation, Executive Management, Strategic Thinking, Due Diligence
Education
EHESS - Ecole des Hautes Etudes en Sciences Sociales
PhD, Economic History
Harvard University
Visiting Fellow, Department of Economics
Rutgers, The State University of New Jersey-New Brunswick
Visiting Scholar, Department of Economics
Université Paris I - Sorbonne
Master of Arts (M.A.), Economic History
Thomson Reuters May 2015 - Present
Thomson Reuters April 2013 - April 2015
Lincoln Financial Group September 2008 - April 2013
MassMutual Financial Group 2007 - 2008
Prudential Financial 2004 - 2007
Prudential Financial 2003 - 2004
Prudential Financial 2001 - 2003
Prudential Financial 1999 - 2001
Skills
Financial Services, Financial Analysis, Insurance, Financial Modeling, Mergers, Pensions, Valuation, Risk Management, Business Strategy, Competitive Analysis, Retirement, Strategic Leadership, cross, Marketing Research, Marketing Strategy, Divestitures, Relationship Management, Collaborative Problem..., Cost Efficiency, Team Leadership, Strategy, Management, Analysis, Strategic Planning, Leadership, Finance, Mergers & Acquisitions, Strategic Financial..., Portfolio Management, Strategic Partnerships, Start-ups, Cross-functional Team..., Analytics, Segmentation, Executive Management, Strategic Thinking, Due Diligence
Education
EHESS - Ecole des Hautes Etudes en Sciences Sociales
PhD, Economic History
Harvard University
Visiting Fellow, Department of Economics
Rutgers, The State University of New Jersey-New Brunswick
Visiting Scholar, Department of Economics
Université Paris I - Sorbonne
Master of Arts (M.A.), Economic History
Sean Deakins's Lincoln Financial Group Experience April 2012 - March 2014
Job Information Security Consultant at First Information Technology Services, Inc
Industry Information Technology and Services
Experience
First Information Technology Services, Inc July 2015 - Present
PCE Pacific, Inc. July 2014 - July 2015
Lincoln Financial Group April 2012 - March 2014
Wolters Kluwer Pharma Solutions September 2011 - April 2012
Cozen O'Connor October 2009 - September 2011
Cigna International July 2008 - October 2009
ACE USA February 2007 - June 2008
First Investors Corporation June 2006 - November 2006
Skills
Analysis, Data Integrity, Business Intelligence, Financial Reporting, General Ledger, Auditing, Financial Analysis, Data Analysis, Access, Microsoft Excel, PowerPoint, Microsoft Office, Management
Education
Elon University 2002 — 2006
Bachelor of Science Degree, Business Administration, Management Information Systems
Elon UniversityMay 2006 2002 — 2006
Bachelor of Science Degree, Business Administration, Management Information Systems
First Information Technology Services, Inc July 2015 - Present
PCE Pacific, Inc. July 2014 - July 2015
Lincoln Financial Group April 2012 - March 2014
Wolters Kluwer Pharma Solutions September 2011 - April 2012
Cozen O'Connor October 2009 - September 2011
Cigna International July 2008 - October 2009
ACE USA February 2007 - June 2008
First Investors Corporation June 2006 - November 2006
Skills
Analysis, Data Integrity, Business Intelligence, Financial Reporting, General Ledger, Auditing, Financial Analysis, Data Analysis, Access, Microsoft Excel, PowerPoint, Microsoft Office, Management
Education
Elon University 2002 — 2006
Bachelor of Science Degree, Business Administration, Management Information Systems
Elon UniversityMay 2006 2002 — 2006
Bachelor of Science Degree, Business Administration, Management Information Systems
Shawn W. Daly Shawn W. Daly's Lincoln Financial Group Experience February 2015 - Present
Job Senior Business Development Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2015 - Present
Prudential Financial January 2012 - February 2015
Prudential Financial January 2011 - January 2012
Prudential Financial August 2006 - January 2011
Prudential Financial April 2004 - August 2006
CIGNA August 2003 - April 2004
CIGNA May 2000 - August 2003
CIGNA June 1997 - May 2000
CIGNA March 1997 - June 1997
PaineWebber February 1991 - March 1997
Skills
Retirement, 401k, Investments, Series 7, Mutual Funds, Securities, Series 63, Pensions, Defined Benefit, Insurance, Defined Contribution, Investment Advisory, Financial Services, Employee Benefits, Wealth Management, Qualified Retirement..., IRAs, Asset Managment, Series 24, Retirement Plan..., Deferred Compensation, Fixed Income, Separately Managed..., Series 65, Bonds
Education
Excelsior College 2008 — 2010
MBA, Managing in the Global Economy
University of Connecticut 1987 — 1990
BA, English
Conard High School 1980 — 1984
Lincoln Financial Group February 2015 - Present
Prudential Financial January 2012 - February 2015
Prudential Financial January 2011 - January 2012
Prudential Financial August 2006 - January 2011
Prudential Financial April 2004 - August 2006
CIGNA August 2003 - April 2004
CIGNA May 2000 - August 2003
CIGNA June 1997 - May 2000
CIGNA March 1997 - June 1997
PaineWebber February 1991 - March 1997
Skills
Retirement, 401k, Investments, Series 7, Mutual Funds, Securities, Series 63, Pensions, Defined Benefit, Insurance, Defined Contribution, Investment Advisory, Financial Services, Employee Benefits, Wealth Management, Qualified Retirement..., IRAs, Asset Managment, Series 24, Retirement Plan..., Deferred Compensation, Fixed Income, Separately Managed..., Series 65, Bonds
Education
Excelsior College 2008 — 2010
MBA, Managing in the Global Economy
University of Connecticut 1987 — 1990
BA, English
Conard High School 1980 — 1984
Todd Bauerle, CFP® Todd Bauerle, CFP®'s Lincoln Financial Group Experience 1986 - 1995
Job President & Principal at Bauerle Financial Inc.
Industry Financial Services
Experience
Bauerle Financial Inc 1995 - Present
Lincoln Financial Group 1986 - 1995
Raymond James Financial Inc. 1984 - 1986
Skills
Retirement Planning, Investments, Strategic Financial..., Strategic Planning, Small Business, Entrepreneurship, Wealth Management, Public Speaking, Estate Planning, Start-ups, Team Building, Coaching, Investment Advisory, Asset Managment, New Business Development, Marketing Strategy, Business Strategy, Leadership Development, Management Consulting, Retirement, Executive Management
Education
Embry-Riddle Aeronautical University 1978 — 1982
Bachelor of Science (B.S.), Business, Finance
Bauerle Financial Inc 1995 - Present
Lincoln Financial Group 1986 - 1995
Raymond James Financial Inc. 1984 - 1986
Skills
Retirement Planning, Investments, Strategic Financial..., Strategic Planning, Small Business, Entrepreneurship, Wealth Management, Public Speaking, Estate Planning, Start-ups, Team Building, Coaching, Investment Advisory, Asset Managment, New Business Development, Marketing Strategy, Business Strategy, Leadership Development, Management Consulting, Retirement, Executive Management
Education
Embry-Riddle Aeronautical University 1978 — 1982
Bachelor of Science (B.S.), Business, Finance
Joshua Gilliam, CRC®'s Lincoln Financial Group Experience October 1998 - September 2004
Job Managing Director
Industry Financial Services
Experience
Gilliam, Mease & Associates, LLC October 2004 - Present
Securities America, Inc. Member FINRA/SIPC January 2013 - Present
Lincoln Financial Group October 1998 - September 2004
Education
Eastern Kentucky University 1992 — 1997
BA, Business and Communications
Gilliam, Mease & Associates, LLC October 2004 - Present
Securities America, Inc. Member FINRA/SIPC January 2013 - Present
Lincoln Financial Group October 1998 - September 2004
Education
Eastern Kentucky University 1992 — 1997
BA, Business and Communications
Cynthia Blowe Cynthia Blowe's Lincoln Financial Group Experience February 2015 - Present
Job Registered Representative
Industry Insurance
Experience
Lincoln Financial Group February 2015 - Present
Skills
Insurance, Process Improvement, Microsoft Excel, Team Leadership, Change Management, Analysis, Customer Service, Team Building
Education
Fayetteville State University 1977 — 1981
Business Administration and Management, General
Lincoln Financial Group February 2015 - Present
Skills
Insurance, Process Improvement, Microsoft Excel, Team Leadership, Change Management, Analysis, Customer Service, Team Building
Education
Fayetteville State University 1977 — 1981
Business Administration and Management, General
Debra Catton, ACS, FLMI Debra Catton, ACS, FLMI's Lincoln Financial Group Experience 2008 - 2013
Job Experienced Manager, Insurance/Annuities/Financial Services/Call Center
Industry Insurance
Experience
SPI Software Solutions, Inc. May 2014 - Present
Lincoln Financial Group 2008 - 2013
Lincoln Financial Group 2007 - 2008
Lincoln Financial Group 2004 - 2007
Jefferson Pilot Financial 2003 - 2004
Jefferson Pilot Financial 2002 - 2003
Jefferson Pilot Financial January 2000 - January 2002
Jefferson Pilot Financial 1996 - 2000
Skills
Insurance, Strategic Financial..., Life Insurance, Fixed Annuities, Underwriting, Health Insurance, Investments, Customer Service, Team Building, Operations Management, Cross-functional Team..., Performance Management, Finance, Leadership, New Business Development, Risk Management, Management, Team Leadership, Business Process...
Education
Fanshawe College
Accounting
SPI Software Solutions, Inc. May 2014 - Present
Lincoln Financial Group 2008 - 2013
Lincoln Financial Group 2007 - 2008
Lincoln Financial Group 2004 - 2007
Jefferson Pilot Financial 2003 - 2004
Jefferson Pilot Financial 2002 - 2003
Jefferson Pilot Financial January 2000 - January 2002
Jefferson Pilot Financial 1996 - 2000
Skills
Insurance, Strategic Financial..., Life Insurance, Fixed Annuities, Underwriting, Health Insurance, Investments, Customer Service, Team Building, Operations Management, Cross-functional Team..., Performance Management, Finance, Leadership, New Business Development, Risk Management, Management, Team Leadership, Business Process...
Education
Fanshawe College
Accounting
Vern Cunningham's Lincoln Financial Group Experience 1978 - 1981
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company August 1996 - December 2014
NYLIFE Distributors August 1996 - December 2014
New York Life Insurance Company January 1990 - September 1996
New York Life Insurance Company August 1988 - December 1989
Guarantee Mutual Life Insurance Co January 1984 - August 1988
MetLife 1982 - 1983
Sierra Skateboard Park 1981 - 1982
Lincoln Financial Group 1978 - 1981
New York Life Insurance Company 1974 - 1978
Skills
Life Insurance, Retirement Planning, Business Planning, Buy-sell Agreements, Estate Planning, Mutual Funds, Financial Services, Long Term Care Insurance, 401k Rollovers, Social Media, Leadership, Sales, Public Speaking, Marketing, Creative Writing, Internal Communications, Social Networking, Editing, Research, Strategic Communications, Training, Public Relations, Insurance, Retirement, Fixed Annuities
Education
El Camino College 1967 — 1969
Associate of Arts (AA), Journalism
Mira Costa High 1962 — 1966
High School Diploma, General Studies
New York Life Insurance Company January 2015 - Present
New York Life Insurance Company August 1996 - December 2014
NYLIFE Distributors August 1996 - December 2014
New York Life Insurance Company January 1990 - September 1996
New York Life Insurance Company August 1988 - December 1989
Guarantee Mutual Life Insurance Co January 1984 - August 1988
MetLife 1982 - 1983
Sierra Skateboard Park 1981 - 1982
Lincoln Financial Group 1978 - 1981
New York Life Insurance Company 1974 - 1978
Skills
Life Insurance, Retirement Planning, Business Planning, Buy-sell Agreements, Estate Planning, Mutual Funds, Financial Services, Long Term Care Insurance, 401k Rollovers, Social Media, Leadership, Sales, Public Speaking, Marketing, Creative Writing, Internal Communications, Social Networking, Editing, Research, Strategic Communications, Training, Public Relations, Insurance, Retirement, Fixed Annuities
Education
El Camino College 1967 — 1969
Associate of Arts (AA), Journalism
Mira Costa High 1962 — 1966
High School Diploma, General Studies
Danielle St. Jean Danielle St. Jean's Lincoln Financial Group Experience September 2008 - December 2008
Job Data Specialist at Amazon
Industry Online Media
Experience
Amazon April 2014 - Present
BBN Technologies February 2012 - April 2014
LINGUIST List September 2011 - February 2012
LINGUIST List September 2009 - August 2011
LINGUIST List May 2009 - September 2009
Omni International, LLC January 2009 - May 2009
Lincoln Financial Group September 2008 - December 2008
University of New Hampshire - Language Resource Center January 2006 - May 2008
Rosetta Stone July 2007 - November 2007
Skills
Java, JavaScript, HTML, basic CSS, XML, Grant Writing, Grant Editing, Ontology Development, Linguistics, German, Language Technology, Writing, Editing, Documentation, Research, Brandy Pattern Language, Protégé, Information Retrieval, Software Documentation, Ontologies, Machine Learning, Data Analysis, CSS, Computer Science, Natural Language...
Education
Eastern Michigan University 2009 — 2011
MA, English Linguistics
Eastern Michigan University 2009 — 2011
Graduate Certificate, Language Technology
University of New Hampshire 2004 — 2008
BA, Linguistics, German
Manchester High School West 2000 — 2004
High School Diploma
Amazon April 2014 - Present
BBN Technologies February 2012 - April 2014
LINGUIST List September 2011 - February 2012
LINGUIST List September 2009 - August 2011
LINGUIST List May 2009 - September 2009
Omni International, LLC January 2009 - May 2009
Lincoln Financial Group September 2008 - December 2008
University of New Hampshire - Language Resource Center January 2006 - May 2008
Rosetta Stone July 2007 - November 2007
Skills
Java, JavaScript, HTML, basic CSS, XML, Grant Writing, Grant Editing, Ontology Development, Linguistics, German, Language Technology, Writing, Editing, Documentation, Research, Brandy Pattern Language, Protégé, Information Retrieval, Software Documentation, Ontologies, Machine Learning, Data Analysis, CSS, Computer Science, Natural Language...
Education
Eastern Michigan University 2009 — 2011
MA, English Linguistics
Eastern Michigan University 2009 — 2011
Graduate Certificate, Language Technology
University of New Hampshire 2004 — 2008
BA, Linguistics, German
Manchester High School West 2000 — 2004
High School Diploma
Charlie Heavner Charlie Heavner's Lincoln Financial Group Experience 1995 - Present
Job Systems Administrator at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group 1995 - Present
Aon 1992 - 1995
Procter & Gamble 1990 - 1992
Skills
Windows Server, Windows 7, System Deployment, Disaster Recovery, SCCM, Computer Security, Security, Active Directory, XP, Help Desk Support, Windows XP, Deployment, System Administration, Troubleshooting, Problem Solving, Project Planning, Technical Writing, secunia, Qualys, WMI, Microsoft Technologies
Education
Guilford College 1978 — 1982
South East Asian Philosophy
Elon University 1976 — 1978
music, philosophy
Lincoln Financial Group 1995 - Present
Aon 1992 - 1995
Procter & Gamble 1990 - 1992
Skills
Windows Server, Windows 7, System Deployment, Disaster Recovery, SCCM, Computer Security, Security, Active Directory, XP, Help Desk Support, Windows XP, Deployment, System Administration, Troubleshooting, Problem Solving, Project Planning, Technical Writing, secunia, Qualys, WMI, Microsoft Technologies
Education
Guilford College 1978 — 1982
South East Asian Philosophy
Elon University 1976 — 1978
music, philosophy
Jackie (Breen) McCaughey Jackie (Breen) McCaughey's Lincoln Financial Group Experience August 2011 - July 2012
Job Sales Associate at Long & Foster Real Estate, Inc.
Industry Real Estate
Experience
Long & Foster Companies July 2015 - Present
The ExecuSearch Group August 2012 - July 2015
Lincoln Financial Group August 2011 - July 2012
Lowell General Hospital August 2010 - September 2010
Lawrence Academy May 2010 - July 2010
Indeed.com September 2009 - December 2009
Lowell General Hospital May 2008 - September 2008
Lowell General Hospital May 2007 - September 2007
Skills
Recruiting, Human Resources, Temporary Staffing, Training, Temporary Placement, Nonprofits, Applicant Tracking..., Employee Benefits, New Business Development, Healthcare, Project Management, Financial Services, Program Management, Social Media, Finance, Leadership, Sales, Hiring, Strategic Planning, Talent Acquisition, Cold Calling, Internet Recruiting, College Recruiting, Staffing Services, Technical Recruiting
Education
Fairfield University 2007 — 2011
Bachelor of Science (BS), Information Systems & Marketing
Groton Dunstable
Long & Foster Companies July 2015 - Present
The ExecuSearch Group August 2012 - July 2015
Lincoln Financial Group August 2011 - July 2012
Lowell General Hospital August 2010 - September 2010
Lawrence Academy May 2010 - July 2010
Indeed.com September 2009 - December 2009
Lowell General Hospital May 2008 - September 2008
Lowell General Hospital May 2007 - September 2007
Skills
Recruiting, Human Resources, Temporary Staffing, Training, Temporary Placement, Nonprofits, Applicant Tracking..., Employee Benefits, New Business Development, Healthcare, Project Management, Financial Services, Program Management, Social Media, Finance, Leadership, Sales, Hiring, Strategic Planning, Talent Acquisition, Cold Calling, Internet Recruiting, College Recruiting, Staffing Services, Technical Recruiting
Education
Fairfield University 2007 — 2011
Bachelor of Science (BS), Information Systems & Marketing
Groton Dunstable
Casey Niekowal Casey Niekowal's Lincoln Financial Group Experience November 2008 - January 2011
Job Associate Manager, Client Service at brandmuscle
Industry Marketing and Advertising
Experience
Brandmuscle July 2011 - Present
Lincoln Financial Group November 2008 - January 2011
Nebraska Furniture Mart November 2006 - October 2008
Skills
Advertising, Customer Service, Marketing, Salesforce.com, Online Advertising, Email Marketing
Education
Eastern Michigan University 2001 — 2005
Bachelor of Science (B.S.), Computer-Aided Design, 3.4
Brandmuscle July 2011 - Present
Lincoln Financial Group November 2008 - January 2011
Nebraska Furniture Mart November 2006 - October 2008
Skills
Advertising, Customer Service, Marketing, Salesforce.com, Online Advertising, Email Marketing
Education
Eastern Michigan University 2001 — 2005
Bachelor of Science (B.S.), Computer-Aided Design, 3.4
Laura Cutshall Laura Cutshall's Lincoln Financial Group Experience January 2008 - November 2012
Job Manager, Underwriter Training at Ohio National Financial Services
Industry Insurance
Experience
Shutter's Edge Photography August 2013 - Present
Ohio National Financial Services December 2012 - Present
Lincoln Financial Group January 2008 - November 2012
Winston-Salem Theatre Alliance 2011 - 2012
Jefferson Pilot Financial June 2006 - January 2008
Volvo Trucks 2005 - 2006
Federated Department Stores February 1996 - July 2001
Skills
Insurance, Term Life Insurance, Risk Assessment, Risk Management, Conflict Management, Presenter, Internal Communications, Relationship Cultivation, Business Relationship..., Associate, Customer..., Financial Risk, Data Analysis, Life Insurance, Underwriting, Medical Underwriting, EKG, Microsoft Office, Management, Finance, Vendor Management, Photoshop, InDesign, Illustrator, FALU, Web Development, Social Media Marketing, Marketing
Education
Xavier University 2001 — 2004
Bachelor of Arts (B.A.), Music Performance, General
Eckerd College 1995 — 1996
Shutter's Edge Photography August 2013 - Present
Ohio National Financial Services December 2012 - Present
Lincoln Financial Group January 2008 - November 2012
Winston-Salem Theatre Alliance 2011 - 2012
Jefferson Pilot Financial June 2006 - January 2008
Volvo Trucks 2005 - 2006
Federated Department Stores February 1996 - July 2001
Skills
Insurance, Term Life Insurance, Risk Assessment, Risk Management, Conflict Management, Presenter, Internal Communications, Relationship Cultivation, Business Relationship..., Associate, Customer..., Financial Risk, Data Analysis, Life Insurance, Underwriting, Medical Underwriting, EKG, Microsoft Office, Management, Finance, Vendor Management, Photoshop, InDesign, Illustrator, FALU, Web Development, Social Media Marketing, Marketing
Education
Xavier University 2001 — 2004
Bachelor of Arts (B.A.), Music Performance, General
Eckerd College 1995 — 1996
Andrew R. Whiting's Lincoln Financial Group Experience November 2012 - Present
Job Vice President Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group November 2012 - Present
AXA Equitable August 2011 - November 2012
The Hartford May 2006 - August 2011
New York Life Insurance Company October 2005 - April 2006
Merrill Lynch 2003 - 2005
Skills
Retirement, Retirement Planning, Mutual Funds, Series 6, 401k, Series 63, Investments, Sales, New Business Development, Asset Allocation, Business Development, Relationship Management, Defined Contribution, Qualified Retirement...
Education
Fairfield University 2001 — 2005
B.S., Marketing
St.Joseph Regional High School 1997 — 2001
Lincoln Financial Group November 2012 - Present
AXA Equitable August 2011 - November 2012
The Hartford May 2006 - August 2011
New York Life Insurance Company October 2005 - April 2006
Merrill Lynch 2003 - 2005
Skills
Retirement, Retirement Planning, Mutual Funds, Series 6, 401k, Series 63, Investments, Sales, New Business Development, Asset Allocation, Business Development, Relationship Management, Defined Contribution, Qualified Retirement...
Education
Fairfield University 2001 — 2005
B.S., Marketing
St.Joseph Regional High School 1997 — 2001
Sean Duncan, ARPC, AIF Sean Duncan, ARPC, AIF's Lincoln Financial Group Experience March 2014 - Present
Job Director of Business Development at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2014 - Present
Lincoln Financial Group January 2013 - March 2014
Duncan Retirement Consulting January 2011 - December 2012
Transamerica Retirement Solutions August 2008 - March 2010
Transamerica August 2006 - August 2008
Rosenzweig & Associates October 2005 - June 2006
The Vanguard Group 1999 - 2006
Skills
Retirement Planning, Investments, 401k, Series 63, Pensions, Retirement, Mutual Funds, CRM, Series 6, Defined Benefit, Retirement Plan..., Defined Contribution, Wealth Management, Profit Sharing, Employee Benefits, Securities, Investment Advisory, Qualified Retirement..., FINRA, Strategic Financial..., Investment Strategies, Asset Allocation, ERISA, Fixed Annuities, IRAs, Financial Services, Life Insurance, Relationship Management, Financial Advisory
Education
Eastern University
B.A., Business Administration
Lincoln Financial Group March 2014 - Present
Lincoln Financial Group January 2013 - March 2014
Duncan Retirement Consulting January 2011 - December 2012
Transamerica Retirement Solutions August 2008 - March 2010
Transamerica August 2006 - August 2008
Rosenzweig & Associates October 2005 - June 2006
The Vanguard Group 1999 - 2006
Skills
Retirement Planning, Investments, 401k, Series 63, Pensions, Retirement, Mutual Funds, CRM, Series 6, Defined Benefit, Retirement Plan..., Defined Contribution, Wealth Management, Profit Sharing, Employee Benefits, Securities, Investment Advisory, Qualified Retirement..., FINRA, Strategic Financial..., Investment Strategies, Asset Allocation, ERISA, Fixed Annuities, IRAs, Financial Services, Life Insurance, Relationship Management, Financial Advisory
Education
Eastern University
B.A., Business Administration
Kendra Neal Kendra Neal's Lincoln Financial Group Experience October 2014 - Present
Job at
Industry Insurance
Experience
Lincoln Financial Group October 2014 - Present
UnitedHealthcare March 2000 - Present
LabCorp March 1996 - February 2000
Skills
Health Insurance, Insurance, Provider Relations, Medicare, Network Development, HMO, PPO, Claim, Managed Care, Employee Benefits, Call Center, Health Savings Accounts, Customer Service, Medicare Part D, Process Improvement, HIPAA
Education
Fayetteville Technical Community College 2012 — 2014
Associate in Applied Science, Funeral Services Education
Strayer University- NC
Bachelor of Business Administration (B.B.A.)
Lincoln Financial Group October 2014 - Present
UnitedHealthcare March 2000 - Present
LabCorp March 1996 - February 2000
Skills
Health Insurance, Insurance, Provider Relations, Medicare, Network Development, HMO, PPO, Claim, Managed Care, Employee Benefits, Call Center, Health Savings Accounts, Customer Service, Medicare Part D, Process Improvement, HIPAA
Education
Fayetteville Technical Community College 2012 — 2014
Associate in Applied Science, Funeral Services Education
Strayer University- NC
Bachelor of Business Administration (B.B.A.)
Elise Grigg's Lincoln Financial Group Experience September 2014 - December 2014
Job Customer Experience Analyst at Red Ventures
Industry Marketing and Advertising
Experience
Red Ventures March 2015 - Present
Lincoln Financial Group September 2014 - December 2014
Lincoln Financial Group June 2014 - August 2014
Skills
Spanish, Microsoft Office, Microsoft Excel, Access, Social Media, Customer Service, Leadership, Event Planning, PowerPoint, Microsoft Word, Social Networking, Marketing, Facebook
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
BSBA, Marketing, Senior
CIEE Study Center in Seville and the University of Seville 2013 — 2013
Red Ventures March 2015 - Present
Lincoln Financial Group September 2014 - December 2014
Lincoln Financial Group June 2014 - August 2014
Skills
Spanish, Microsoft Office, Microsoft Excel, Access, Social Media, Customer Service, Leadership, Event Planning, PowerPoint, Microsoft Word, Social Networking, Marketing, Facebook
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
BSBA, Marketing, Senior
CIEE Study Center in Seville and the University of Seville 2013 — 2013
Justin Goodman Justin Goodman's Lincoln Financial Group Experience September 2008 - July 2009
Job Insurance IT Professional
Industry Insurance
Experience
The Hartford March 2015 - Present
Allstate October 2014 - March 2015
Westfield Group/Westfield Insurance July 2014 - October 2014
Westfield Group/Westfield Insurance July 2013 - July 2014
Westfield Group/Westfield Insurance June 2011 - July 2013
Westfield Group/Westfield Insurance May 2010 - June 2011
Kent State University September 2009 - May 2011
Lincoln Financial Group September 2008 - July 2009
Delaware Investments October 2007 - August 2008
Huntington National Bank July 2007 - October 2007
Skills
Analysis, Microsoft Word, Process Improvement, Property & Casualty..., Microsoft Excel, Requirements Analysis, College Recruiting, Claims Management, Finance, Business Analysis, Insurance, Business Requirements, Requirements Management, Use Case, Agile & Waterfall..., Problem Solving, University Relations, Interviewing Subject..., Interviewing Skills
Education
Kent State University - Graduate School of Management 2009 — 2011
Master of Business Administration (MBA)
Ecole supérieure de Commerce de Rennes / ESC Rennes 2010 — 2010
Ohio University 2003 — 2007
B.B.A., Finance
The Hartford March 2015 - Present
Allstate October 2014 - March 2015
Westfield Group/Westfield Insurance July 2014 - October 2014
Westfield Group/Westfield Insurance July 2013 - July 2014
Westfield Group/Westfield Insurance June 2011 - July 2013
Westfield Group/Westfield Insurance May 2010 - June 2011
Kent State University September 2009 - May 2011
Lincoln Financial Group September 2008 - July 2009
Delaware Investments October 2007 - August 2008
Huntington National Bank July 2007 - October 2007
Skills
Analysis, Microsoft Word, Process Improvement, Property & Casualty..., Microsoft Excel, Requirements Analysis, College Recruiting, Claims Management, Finance, Business Analysis, Insurance, Business Requirements, Requirements Management, Use Case, Agile & Waterfall..., Problem Solving, University Relations, Interviewing Subject..., Interviewing Skills
Education
Kent State University - Graduate School of Management 2009 — 2011
Master of Business Administration (MBA)
Ecole supérieure de Commerce de Rennes / ESC Rennes 2010 — 2010
Ohio University 2003 — 2007
B.B.A., Finance
Brittany N. Washington's Lincoln Financial Group Experience November 2014 - November 2014
Job UX/UI Designer
Industry Design
Experience
Noblis June 2015 - July 2015
Infinite Magazine March 2014 - May 2015
Lincoln Financial Group November 2014 - November 2014
Her Campus September 2010 - May 2013
Pendulum September 2009 - May 2013
Burlington Times-News June 2012 - June 2012
Skills
Photoshop, Web Design, Microsoft Office, InDesign, Copy Editing, CSS, PowerPoint, Writing, HTML, Microsoft Excel, Microsoft Publisher, Windows Movie Maker, Multimedia, Flash Animation, User Interface Design, User Experience Design, Wireframes, Usability Testing, WordPress, Adobe Creative Suite, Information Architecture, JavaScript
Education
Elon University 2014 — 2015
Master's Degree, Interactive Media
Elon University 2009 — 2013
Bachelor of Arts (BA), Print/Online Journalism
Noblis June 2015 - July 2015
Infinite Magazine March 2014 - May 2015
Lincoln Financial Group November 2014 - November 2014
Her Campus September 2010 - May 2013
Pendulum September 2009 - May 2013
Burlington Times-News June 2012 - June 2012
Skills
Photoshop, Web Design, Microsoft Office, InDesign, Copy Editing, CSS, PowerPoint, Writing, HTML, Microsoft Excel, Microsoft Publisher, Windows Movie Maker, Multimedia, Flash Animation, User Interface Design, User Experience Design, Wireframes, Usability Testing, WordPress, Adobe Creative Suite, Information Architecture, JavaScript
Education
Elon University 2014 — 2015
Master's Degree, Interactive Media
Elon University 2009 — 2013
Bachelor of Arts (BA), Print/Online Journalism
Kevin Melia's Lincoln Financial Group Experience June 2015 - Present
Job Intern at Lincoln Financial Group
Industry Hospitality
Experience
Lincoln Financial Group June 2015 - Present
Whole Foods Market September 2014 - February 2015
Greenfields Swim & Recreation February 2014 - September 2014
Vector Marketing January 2014 - February 2014
Skills
Customer Service, Communication, Serve Safe Certified, Interpersonal Skills, Public Speaking, Social Networking, Leadership, Social Media
Education
Fairleigh Dickinson University 2012 — 2015
Bachelor's degree, Hospitality Administration/Management, Second Semester Senior
Fairleigh Dickinson University – Vancouver 2012 — 2015
Bachelor's degree, Hospitality Administration/Management, Senior
Fairleigh Dickinson University-Florham Campus
Bachelor of Applied Science (B.A.Sc.), Hospitality Administration/Management
Lincoln Financial Group June 2015 - Present
Whole Foods Market September 2014 - February 2015
Greenfields Swim & Recreation February 2014 - September 2014
Vector Marketing January 2014 - February 2014
Skills
Customer Service, Communication, Serve Safe Certified, Interpersonal Skills, Public Speaking, Social Networking, Leadership, Social Media
Education
Fairleigh Dickinson University 2012 — 2015
Bachelor's degree, Hospitality Administration/Management, Second Semester Senior
Fairleigh Dickinson University – Vancouver 2012 — 2015
Bachelor's degree, Hospitality Administration/Management, Senior
Fairleigh Dickinson University-Florham Campus
Bachelor of Applied Science (B.A.Sc.), Hospitality Administration/Management
Kelsey Hansen Kelsey Hansen's Lincoln Financial Group Experience March 2013 - February 2014
Job Corporate Process and Audit Analyst
Industry Logistics and Supply Chain
Experience
Nexus Distribution March 2014 - Present
Lincoln Financial Group March 2013 - February 2014
Microdynamics Group May 2012 - May 2013
Nexus Distribution May 2007 - September 2009
Nexus Distribution 2005 - 2009
Skills
Warehousing, Logistics Management, Transportation..., Transportation, Warehouse Management, Logistics, Supply Chain, Supply Chain Management, Distribution Center..., Purchasing, Procurement, Contract Negotiation, Team Building, Process Improvement, Cross-functional Team..., Business Development, Shipping, Negotiation, Sales Management, Project Management, Marketing, Customer Satisfaction, Direct Marketing, Analysis, CRM, Sales, Training, Customer Service, Strategic Planning, New Business Development, Management, Leadership
Education
Eastern Illinois University 2003 — 2007
Harper College 2006 — 2006
Certificate of Mangement
Nexus Distribution March 2014 - Present
Lincoln Financial Group March 2013 - February 2014
Microdynamics Group May 2012 - May 2013
Nexus Distribution May 2007 - September 2009
Nexus Distribution 2005 - 2009
Skills
Warehousing, Logistics Management, Transportation..., Transportation, Warehouse Management, Logistics, Supply Chain, Supply Chain Management, Distribution Center..., Purchasing, Procurement, Contract Negotiation, Team Building, Process Improvement, Cross-functional Team..., Business Development, Shipping, Negotiation, Sales Management, Project Management, Marketing, Customer Satisfaction, Direct Marketing, Analysis, CRM, Sales, Training, Customer Service, Strategic Planning, New Business Development, Management, Leadership
Education
Eastern Illinois University 2003 — 2007
Harper College 2006 — 2006
Certificate of Mangement
Farah Salam's Lincoln Financial Group Experience
Job Regulation Administrator at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group
Education
Escuela Superior Politécnica del Litoral
Bachelor of Business Administration (BBA)
Lincoln Financial Group
Education
Escuela Superior Politécnica del Litoral
Bachelor of Business Administration (BBA)
Robert Marois Robert Marois's Lincoln Financial Group Experience May 2013 - August 2013
Job Senior Business Analyst
Industry Insurance
Experience
UL March 2015 - May 2015
The Hartford September 2013 - February 2015
Lincoln Financial Group May 2013 - August 2013
Travelers May 2012 - May 2013
The Hartford October 2011 - December 2011
Travelers March 2011 - September 2011
The Hartford December 2007 - March 2011
State of CT/Judicial Branch February 2007 - November 2007
Mortgage Lenders Network (MLN) October 2006 - January 2007
ING January 2005 - October 2006
Skills
Business Analysis, Business Requirements, Requirements Gathering, SDLC, Team Leadership, Visio, Vendor Management, Testing, Process Improvement, Business Process, Analysis, Agile Methodologies
Education
Eastern Connecticut State University 1992 — 1996
BGS, Business Administration
Quinebaug Valley Community Technincal College 1983 — 1990
AS, Business Administration
Killinhly High School
UL March 2015 - May 2015
The Hartford September 2013 - February 2015
Lincoln Financial Group May 2013 - August 2013
Travelers May 2012 - May 2013
The Hartford October 2011 - December 2011
Travelers March 2011 - September 2011
The Hartford December 2007 - March 2011
State of CT/Judicial Branch February 2007 - November 2007
Mortgage Lenders Network (MLN) October 2006 - January 2007
ING January 2005 - October 2006
Skills
Business Analysis, Business Requirements, Requirements Gathering, SDLC, Team Leadership, Visio, Vendor Management, Testing, Process Improvement, Business Process, Analysis, Agile Methodologies
Education
Eastern Connecticut State University 1992 — 1996
BGS, Business Administration
Quinebaug Valley Community Technincal College 1983 — 1990
AS, Business Administration
Killinhly High School
Tim Costikyan Tim Costikyan's Lincoln Financial Group Experience February 2015 - Present
Job
Industry Design
Experience
Lincoln Financial Group February 2015 - Present
TC Design June 2009 - January 2015
Voya Financial April 2014 - September 2014
HTH Worldwide May 2013 - November 2013
Tremor Video June 2012 - November 2012
Upromise February 2007 - May 2009
Pioneer Investments January 2006 - January 2007
MMB, Conover Tuttle & Pace, StrideRite® 2004 - 2006
Mullen 1999 - 2004
Skills
Graphic Design, Interaction Design, Art Direction, Product Management, Responsive Web Design, Advertising, Layout, Graphics, Brochures, Email Marketing, Studio, Web Applications, Mac, Web Design and..., UI Design, Project Management
Education
Fairfield University
Bachelor of Arts (B.A.)
Massachusetts College of Art
Lincoln Financial Group February 2015 - Present
TC Design June 2009 - January 2015
Voya Financial April 2014 - September 2014
HTH Worldwide May 2013 - November 2013
Tremor Video June 2012 - November 2012
Upromise February 2007 - May 2009
Pioneer Investments January 2006 - January 2007
MMB, Conover Tuttle & Pace, StrideRite® 2004 - 2006
Mullen 1999 - 2004
Skills
Graphic Design, Interaction Design, Art Direction, Product Management, Responsive Web Design, Advertising, Layout, Graphics, Brochures, Email Marketing, Studio, Web Applications, Mac, Web Design and..., UI Design, Project Management
Education
Fairfield University
Bachelor of Arts (B.A.)
Massachusetts College of Art
Ruhee Bhalwani Ruhee Bhalwani's Lincoln Financial Group Experience 2015 - Present
Job Analyst
Industry Financial Services
Experience
Lincoln Financial Group 2015 - Present
TechField, LLC. April 2013 - 2015
USI July 2012 - April 2013
Institute for Development, Evalution, Assistance, and Solutions 2011 - June 2012
Skills
Operations Management, Team Management, Organizational..., Strategic Planning, Analysis, Grant Writing, Research, Non-profits, Leadership, International..., Microsoft Office, Public Speaking, Customer Service, Quality Center, Manual Testing, QTP, Event Management, Management, Nonprofits, Reporting & Analysis, Community Outreach, System Administration, PowerPoint, Microsoft Excel, Training, Project Management, Time Management, Consulting, Marketing, Executive Support, SharePoint, Recruiting, Resource Management
Education
Emory University 2007 — 2011
Bachelor of Arts, Financial Economics & Economics Development
Lincoln Financial Group 2015 - Present
TechField, LLC. April 2013 - 2015
USI July 2012 - April 2013
Institute for Development, Evalution, Assistance, and Solutions 2011 - June 2012
Skills
Operations Management, Team Management, Organizational..., Strategic Planning, Analysis, Grant Writing, Research, Non-profits, Leadership, International..., Microsoft Office, Public Speaking, Customer Service, Quality Center, Manual Testing, QTP, Event Management, Management, Nonprofits, Reporting & Analysis, Community Outreach, System Administration, PowerPoint, Microsoft Excel, Training, Project Management, Time Management, Consulting, Marketing, Executive Support, SharePoint, Recruiting, Resource Management
Education
Emory University 2007 — 2011
Bachelor of Arts, Financial Economics & Economics Development
Lindsey Wills Lindsey Wills's Lincoln Financial Group Experience August 2014 - Present
Job Marketing Specialist Retirement Plan Services
Industry Financial Services
Experience
Lincoln Financial Group August 2014 - Present
Lincoln Financial Distributors December 2012 - August 2014
Lincoln Financial Distributors September 2011 - November 2012
Chandler Concrete Company June 2010 - August 2010
Grill 584 Restaurant May 2007 - December 2009
Wells Chiropractic Center May 2009 - September 2009
Kernodle Clinic June 2006 - August 2006
Skills
Series 6, Series 63, Life & Health Insurance..., Sales, Variable Annuities, Fixed Annuities, Salesforce.com, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Finance, Management, Insurance, Investments
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
Bachelor of Science, Business Administration-Finance, Accounting
Walter M. Williams High School 2003 — 2007
Burlington, NC
Lincoln Financial Group August 2014 - Present
Lincoln Financial Distributors December 2012 - August 2014
Lincoln Financial Distributors September 2011 - November 2012
Chandler Concrete Company June 2010 - August 2010
Grill 584 Restaurant May 2007 - December 2009
Wells Chiropractic Center May 2009 - September 2009
Kernodle Clinic June 2006 - August 2006
Skills
Series 6, Series 63, Life & Health Insurance..., Sales, Variable Annuities, Fixed Annuities, Salesforce.com, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Finance, Management, Insurance, Investments
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
Bachelor of Science, Business Administration-Finance, Accounting
Walter M. Williams High School 2003 — 2007
Burlington, NC
James Meagher James Meagher's Lincoln Financial Group Experience April 2013 - Present
Job IT System Analyst at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group April 2013 - Present
Moorehead Communications March 2010 - December 2011
Moorehead Communications dba TCC, Verizon Premium Wireless Retailer May 2004 - March 2010
Areawide Cellular October 2001 - May 2004
Best Buy November 1998 - October 2001
Skills
Customer Retention, Wireless
Education
Embry-Riddle Aeronautical University 1997 — 1998
Carl Sandburg High School 1992 — 1996
High School Degree, General Studies
Lincoln Financial Group April 2013 - Present
Moorehead Communications March 2010 - December 2011
Moorehead Communications dba TCC, Verizon Premium Wireless Retailer May 2004 - March 2010
Areawide Cellular October 2001 - May 2004
Best Buy November 1998 - October 2001
Skills
Customer Retention, Wireless
Education
Embry-Riddle Aeronautical University 1997 — 1998
Carl Sandburg High School 1992 — 1996
High School Degree, General Studies
Lesia LeClerc Lesia LeClerc's Lincoln Financial Group Experience April 2012 - Present
Job Operations Administrator at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2012 - Present
Lincoln Financial Group 1993 - 2012
Skills
Operations Management, Insurance, Change Management, Team Management, Vendor Management, Training, Business Process..., Microsoft Excel, Leadership, Customer Satisfaction, Process Improvement, Risk Management, Customer Service, Business Analysis, Project Management, Microsoft Office, Analysis
Education
Manchester Community College 1978 — 1979
Business Law
Eastern Connecticut State University 1977 — 1979
Business
Lincoln Financial Group April 2012 - Present
Lincoln Financial Group 1993 - 2012
Skills
Operations Management, Insurance, Change Management, Team Management, Vendor Management, Training, Business Process..., Microsoft Excel, Leadership, Customer Satisfaction, Process Improvement, Risk Management, Customer Service, Business Analysis, Project Management, Microsoft Office, Analysis
Education
Manchester Community College 1978 — 1979
Business Law
Eastern Connecticut State University 1977 — 1979
Business
William Jay Oakley, CPP William Jay Oakley, CPP's Lincoln Financial Group Experience July 2007 - January 2012
Job Payroll Specialist at Unicorn HRO
Industry Accounting
Experience
Unicorn HRO November 2012 - Present
American Institute of Certified Public Accountants May 2012 - October 2012
Lincoln Financial Group July 2007 - January 2012
Konica Minolta Manufacturing USA, Inc. November 1993 - June 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, Ceridian Payroll System, GEAC Payroll System, Crystal Reports, JD Edwards, Oracle HR, Paychex Payroll System, GEAC, Payroll, Human Resources, Software Documentation, Accounts Receivable, Account Reconciliation, Invoicing, Accounting, General Ledger, Accounts Payable
Education
Elon University 1978 — 1982
Bachelor's degree, Accounting
Williams High School
Unicorn HRO November 2012 - Present
American Institute of Certified Public Accountants May 2012 - October 2012
Lincoln Financial Group July 2007 - January 2012
Konica Minolta Manufacturing USA, Inc. November 1993 - June 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, Ceridian Payroll System, GEAC Payroll System, Crystal Reports, JD Edwards, Oracle HR, Paychex Payroll System, GEAC, Payroll, Human Resources, Software Documentation, Accounts Receivable, Account Reconciliation, Invoicing, Accounting, General Ledger, Accounts Payable
Education
Elon University 1978 — 1982
Bachelor's degree, Accounting
Williams High School
Brian F Earp Brian F Earp's Lincoln Financial Group Experience 1991 - 1997
Job Director, Project Management Office at State of New Hampshire Dept of Health & Human Services
Industry Government Administration
Experience
State of New Hampshire Dept of Health and Human Services May 2013 - Present
State of New Hampshire Dept of Health and Human Services May 2012 - May 2013
CenterPoint Church, Concord, NH May 2007 - May 2012
Liberty Mutual Insurance September 2005 - May 2007
Keane 2000 - 2005
Keane,Inc 1998 - 2000
Schneider National 1997 - 1998
Lincoln Financial Group 1991 - 1997
Gunther International 1990 - 1991
UNC Naval Products 1984 - 1990
Skills
Project Management, CMMI, Software Quality..., Program Management, Risk Management, MS Project, Project Planning, Business Analysis, Management, SDLC, PMO, Software Development, Software Project..., Project Portfolio..., PMP, IT Management, Vendor Management
Education
Eastern Connecticut State University
BS, Business/Management Science
State of New Hampshire Dept of Health and Human Services May 2013 - Present
State of New Hampshire Dept of Health and Human Services May 2012 - May 2013
CenterPoint Church, Concord, NH May 2007 - May 2012
Liberty Mutual Insurance September 2005 - May 2007
Keane 2000 - 2005
Keane,Inc 1998 - 2000
Schneider National 1997 - 1998
Lincoln Financial Group 1991 - 1997
Gunther International 1990 - 1991
UNC Naval Products 1984 - 1990
Skills
Project Management, CMMI, Software Quality..., Program Management, Risk Management, MS Project, Project Planning, Business Analysis, Management, SDLC, PMO, Software Development, Software Project..., Project Portfolio..., PMP, IT Management, Vendor Management
Education
Eastern Connecticut State University
BS, Business/Management Science
William Kelly, MBA William Kelly, MBA's Lincoln Financial Group Experience January 2007 - May 2007
Job Manager, ByDoctor & Data Assets at Compas, Inc/Communications Media, Inc.
Industry Pharmaceuticals
Experience
Communications Media, Inc. February 2014 - Present
CMI/Compas January 2013 - February 2014
CMI/Compas December 2011 - December 2012
CMI/Compas December 2010 - January 2012
Philly Soft Pretzel Factory March 2010 - December 2010
Gilamco Inc.t/a Gillian's Wonderland Pier April 2009 - January 2010
Citigroup October 2008 - April 2009
Fairleigh Dickinson University August 2007 - May 2008
Lincoln Financial Group January 2007 - May 2007
Gilamco March 2001 - March 2007
Skills
Microsoft Office 2007, Advanced Excel, HTML, Microsoft SQL Server, Microsoft Excel, Training, Microsoft Word, Social Media Marketing, Human Resources, Management, Marketing, CRM, Advertising, Digital Marketing, Customer Service, Integrated Marketing, Microsoft Office
Education
Fairleigh Dickinson University 2003 — 2008
MBA, Marketing
Communications Media, Inc. February 2014 - Present
CMI/Compas January 2013 - February 2014
CMI/Compas December 2011 - December 2012
CMI/Compas December 2010 - January 2012
Philly Soft Pretzel Factory March 2010 - December 2010
Gilamco Inc.t/a Gillian's Wonderland Pier April 2009 - January 2010
Citigroup October 2008 - April 2009
Fairleigh Dickinson University August 2007 - May 2008
Lincoln Financial Group January 2007 - May 2007
Gilamco March 2001 - March 2007
Skills
Microsoft Office 2007, Advanced Excel, HTML, Microsoft SQL Server, Microsoft Excel, Training, Microsoft Word, Social Media Marketing, Human Resources, Management, Marketing, CRM, Advertising, Digital Marketing, Customer Service, Integrated Marketing, Microsoft Office
Education
Fairleigh Dickinson University 2003 — 2008
MBA, Marketing
Ryan Sheppard Ryan Sheppard's Lincoln Financial Group Experience August 2001 - November 2010
Job Account Manager at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company March 2011 - Present
Lincoln Financial Group August 2001 - November 2010
Skills
Financial Analysis, Mutual Funds, 401k, Human Resources, Strategic Financial..., Insurance, Retirement, Outlook, Financial Services, Analysis, Process Improvement, Investments, Business Analysis, Access, Data Analysis, Employee Benefits
Education
Elmhurst College 1994 — 1998
BA, Finance
School name:
Millennium Trust Company March 2011 - Present
Lincoln Financial Group August 2001 - November 2010
Skills
Financial Analysis, Mutual Funds, 401k, Human Resources, Strategic Financial..., Insurance, Retirement, Outlook, Financial Services, Analysis, Process Improvement, Investments, Business Analysis, Access, Data Analysis, Employee Benefits
Education
Elmhurst College 1994 — 1998
BA, Finance
School name:
Susan Sereno, PMP Susan Sereno, PMP's Lincoln Financial Group Experience May 2011 - September 2011
Job Project Manager at Travelers
Industry Information Technology and Services
Experience
Travelers July 2014 - Present
Cigna January 2014 - July 2014
ING May 2013 - January 2014
CIGNA February 2012 - May 2013
OptumHealth September 2011 - February 2012
Lincoln Financial Group May 2011 - September 2011
CIGNA January 2008 - May 2011
Travelers March 2007 - January 2008
ING January 2006 - December 2006
UnitedHealthcare November 2004 - January 2006
Skills
Business Analysis, Visio, SDLC, Business Process..., Process Improvement, Integration, Project Management, Business Requirements, Software Project..., Project Portfolio..., Vendor Management, Resource Management, Requirements Analysis, Program Management, Systems Analysis, Agile Project Management, Analysis, Stakeholder Management, PMO, Business Process, PMP, Project Planning, Waterfall, Cross-functional Team..., IT Strategy, Management, SharePoint, Process Engineering, Software Documentation, Agile Methodologies, Enterprise Architecture, Quality Assurance, Project Delivery, User Acceptance Testing, Testing, CRM, Scrum, Requirements Gathering, MS Project, Leadership, Business Intelligence, Data Warehousing, IT Management, Governance, Change Management, ITIL, Software Development, Data Modeling, Business Process Design
Education
Project Management Institute
Project Management Professional, PMP
University of Colorado at Denver 2007 — 2007
Practitioner Certificate, Business Analysis
Northeastern University 1991 — 1993
MA, Technical and Professional Writing
Emmanuel College 1984 — 1988
BA, English/Communication Arts
Travelers July 2014 - Present
Cigna January 2014 - July 2014
ING May 2013 - January 2014
CIGNA February 2012 - May 2013
OptumHealth September 2011 - February 2012
Lincoln Financial Group May 2011 - September 2011
CIGNA January 2008 - May 2011
Travelers March 2007 - January 2008
ING January 2006 - December 2006
UnitedHealthcare November 2004 - January 2006
Skills
Business Analysis, Visio, SDLC, Business Process..., Process Improvement, Integration, Project Management, Business Requirements, Software Project..., Project Portfolio..., Vendor Management, Resource Management, Requirements Analysis, Program Management, Systems Analysis, Agile Project Management, Analysis, Stakeholder Management, PMO, Business Process, PMP, Project Planning, Waterfall, Cross-functional Team..., IT Strategy, Management, SharePoint, Process Engineering, Software Documentation, Agile Methodologies, Enterprise Architecture, Quality Assurance, Project Delivery, User Acceptance Testing, Testing, CRM, Scrum, Requirements Gathering, MS Project, Leadership, Business Intelligence, Data Warehousing, IT Management, Governance, Change Management, ITIL, Software Development, Data Modeling, Business Process Design
Education
Project Management Institute
Project Management Professional, PMP
University of Colorado at Denver 2007 — 2007
Practitioner Certificate, Business Analysis
Northeastern University 1991 — 1993
MA, Technical and Professional Writing
Emmanuel College 1984 — 1988
BA, English/Communication Arts
Tim Matthew, CRPS®, AIF* Tim Matthew, CRPS®, AIF*'s Lincoln Financial Group Experience 2001 - 2015
Job Partner, FamilyWealth Management Group, LLC.
Industry Financial Services
Experience
FamilyWealth Management Group, LLC. February 2001 - Present
Lincoln Financial Group 2001 - 2015
Lincoln Financial Group 2001 - 2015
Lincoln Financial Advisors 2001 - 2010
JT&T Corporation September 1995 - November 2000
Skills
Succession Planning, Employee Benefits, Retirement, Financial Planning, 401k, Pensions, Retirement Planning, Wealth Management, Estate Planning, Investments, Series 7, Asset Allocation, Wealth, Investment Advisory, Alternative Investments, Defined Benefit, Disability Insurance, ERISA, Equities, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, Health Insurance, IRAs, Insurance, Investment Strategies, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Portfolio Management, Relationship Management, Retirement Plan..., Securities, Series 63, Small Business, Strategic Financial..., Term Life Insurance, Valuation, Wealth Accumulation, Wealth Management...
Education
Boston Institute of Finance 2006 — 2006
Chartered Retirement Plans Specialist, Retirement Plans
Fairmont State University 1992 — 1996
Finance
Morgantown High School 1989 — 1992
FamilyWealth Management Group, LLC. February 2001 - Present
Lincoln Financial Group 2001 - 2015
Lincoln Financial Group 2001 - 2015
Lincoln Financial Advisors 2001 - 2010
JT&T Corporation September 1995 - November 2000
Skills
Succession Planning, Employee Benefits, Retirement, Financial Planning, 401k, Pensions, Retirement Planning, Wealth Management, Estate Planning, Investments, Series 7, Asset Allocation, Wealth, Investment Advisory, Alternative Investments, Defined Benefit, Disability Insurance, ERISA, Equities, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, Health Insurance, IRAs, Insurance, Investment Strategies, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Portfolio Management, Relationship Management, Retirement Plan..., Securities, Series 63, Small Business, Strategic Financial..., Term Life Insurance, Valuation, Wealth Accumulation, Wealth Management...
Education
Boston Institute of Finance 2006 — 2006
Chartered Retirement Plans Specialist, Retirement Plans
Fairmont State University 1992 — 1996
Finance
Morgantown High School 1989 — 1992
Shawn Patrick Miles Sr Shawn Patrick Miles Sr's Lincoln Financial Group Experience April 2011 - September 2011
Job Assistant Transportation Supervisor at O'Reilly Auto Parts Distribution Center
Industry Information Technology and Services
Experience
O'Reilly Auto Parts May 2015 - Present
ChantiClear Global Logistics, LLC January 2012 - Present
Immanuel, The Shepherd's Sanctuary May 2011 - Present
Miles Installations and Consulting/Trinitycare, LLC January 2000 - Present
USA Truck, Inc. April 2013 - April 2015
Polo Ralph Lauren July 2012 - November 2012
Lincoln Financial Group April 2011 - September 2011
FHTM (Fortune Hi-Tech Marketing) 2010 - 2010
Hewlett-Packard 2009 - 2009
CEVA Logistics 2008 - 2009
Skills
Team Building, Photoshop, Web Design, Project Management, Strategic Planning, Public Speaking, Graphic Design, New Business Development, Coaching, HTML, JavaScript, Advertising, Marketing Strategy, Microsoft Office, CSS, Training, Customer Service, Web Development, PHP, Entrepreneurship, Analysis, Data Analysis, Microsoft Excel
Education
ECPI College of Technology 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Data Modeling/Warehousing and Database Administration
Western Branch High School 1984 — 1987
none, General Studies, 3.5
O'Reilly Auto Parts May 2015 - Present
ChantiClear Global Logistics, LLC January 2012 - Present
Immanuel, The Shepherd's Sanctuary May 2011 - Present
Miles Installations and Consulting/Trinitycare, LLC January 2000 - Present
USA Truck, Inc. April 2013 - April 2015
Polo Ralph Lauren July 2012 - November 2012
Lincoln Financial Group April 2011 - September 2011
FHTM (Fortune Hi-Tech Marketing) 2010 - 2010
Hewlett-Packard 2009 - 2009
CEVA Logistics 2008 - 2009
Skills
Team Building, Photoshop, Web Design, Project Management, Strategic Planning, Public Speaking, Graphic Design, New Business Development, Coaching, HTML, JavaScript, Advertising, Marketing Strategy, Microsoft Office, CSS, Training, Customer Service, Web Development, PHP, Entrepreneurship, Analysis, Data Analysis, Microsoft Excel
Education
ECPI College of Technology 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Data Modeling/Warehousing and Database Administration
Western Branch High School 1984 — 1987
none, General Studies, 3.5
Diana Palecek Diana Palecek's Lincoln Financial Group Experience March 2006 - May 2007
Job Partner at Smith Moore Leatherwood LLP
Industry Law Practice
Experience
Smith Moore Leatherwood LLP June 2007 - Present
Delaware Investment Advisers March 2006 - May 2007
Lincoln Financial Group March 2006 - May 2007
Jefferson Pilot Financial August 2001 - March 2006
Greensboro Pregnancy Care Center 2002 - 2006
Wachovia Bank, N.A. June 1993 - August 2001
Education
Wake Forest University School of Law 1989 — 1992
J.D., Law
Erskine College 1985 — 1989
B.A., English, History, Government
Smith Moore Leatherwood LLP June 2007 - Present
Delaware Investment Advisers March 2006 - May 2007
Lincoln Financial Group March 2006 - May 2007
Jefferson Pilot Financial August 2001 - March 2006
Greensboro Pregnancy Care Center 2002 - 2006
Wachovia Bank, N.A. June 1993 - August 2001
Education
Wake Forest University School of Law 1989 — 1992
J.D., Law
Erskine College 1985 — 1989
B.A., English, History, Government
Cate (LeBlanc) Cardenas Cate (LeBlanc) Cardenas's Lincoln Financial Group Experience May 2007 - July 2009
Job Starting at USAA!!!
Industry Financial Services
Experience
USAA March 2015 - Present
Resolute Health September 2011 - March 2015
The Scooter Store July 2009 - September 2011
Lincoln Financial Group May 2007 - July 2009
Intel Corporation 2006 - 2007
Citigroup/Travelers October 2002 - December 2005
State Street Bank 1998 - 2001
Cole 2000 - 2000
Cole 2000 - 2000
Skills
Conflict Resolution, Administrative..., Web Applications, Team Building, Office Management, Policy, Calendars, Leadership, Data Entry, Outlook, Management, Spreadsheets, Project Planning, Budgets, Lotus Notes, Team Leadership, Process Improvement, PowerPoint, Teamwork, Healthcare, Employee Relations, Payroll, Customer Satisfaction, Time Management, Customer Service, HIPAA, Training, Microsoft Office, Human Resources, Sales, Software Documentation, Event Planning, Process Scheduler
Education
Eastern Connecticut State University 1982 — 1986
BA, Psychology
USAA March 2015 - Present
Resolute Health September 2011 - March 2015
The Scooter Store July 2009 - September 2011
Lincoln Financial Group May 2007 - July 2009
Intel Corporation 2006 - 2007
Citigroup/Travelers October 2002 - December 2005
State Street Bank 1998 - 2001
Cole 2000 - 2000
Cole 2000 - 2000
Skills
Conflict Resolution, Administrative..., Web Applications, Team Building, Office Management, Policy, Calendars, Leadership, Data Entry, Outlook, Management, Spreadsheets, Project Planning, Budgets, Lotus Notes, Team Leadership, Process Improvement, PowerPoint, Teamwork, Healthcare, Employee Relations, Payroll, Customer Satisfaction, Time Management, Customer Service, HIPAA, Training, Microsoft Office, Human Resources, Sales, Software Documentation, Event Planning, Process Scheduler
Education
Eastern Connecticut State University 1982 — 1986
BA, Psychology
Vicki Sledge's Lincoln Financial Group Experience February 2005 - December 2005
Job Quality Administrative Assistant at Honda Aero, Inc
Industry Health, Wellness and Fitness
Experience
Honda Aero, Inc December 2013 - Present
Fuller Dental October 2012 - December 2013
Fuller Dental Practice July 2010 - October 2012
The Acorn Inn July 2006 - July 2008
Lincoln Financial Group February 2005 - December 2005
GMAC Insurance Company July 1996 - May 2000
Burlington Research, Inc May 1988 - April 1996
Skills
Social Media Marketing, Marketing, Office Administration, Dental Marketing, Customer Service, Laboratory Technicians, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Research, Event Planning, Analysis
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
Elon University 1984 — 1988
Bachelor of Arts (B.A.), Chemistry
Honda Aero, Inc December 2013 - Present
Fuller Dental October 2012 - December 2013
Fuller Dental Practice July 2010 - October 2012
The Acorn Inn July 2006 - July 2008
Lincoln Financial Group February 2005 - December 2005
GMAC Insurance Company July 1996 - May 2000
Burlington Research, Inc May 1988 - April 1996
Skills
Social Media Marketing, Marketing, Office Administration, Dental Marketing, Customer Service, Laboratory Technicians, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Research, Event Planning, Analysis
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
Elon University 1984 — 1988
Bachelor of Arts (B.A.), Chemistry
Michelle Buswell's Lincoln Financial Group Experience December 2007 - December 2008
Job Vice President, Commercial Market Operations at The Hartford
Industry Financial Services
Experience
The Hartford July 2013 - Present
MassMutual Financial Group January 2013 - July 2013
The Hartford May 2011 - December 2012
Travelers December 2008 - May 2011
Lincoln Financial Group December 2007 - December 2008
CIGNA Healthcare January 2006 - December 2007
CIGNA Healthcare January 2003 - December 2005
CIGNA Retirement & Investment Services April 2001 - December 2002
CIGNA Retirement & Investment Services January 2000 - April 2001
Skills
Series 6, Strategy, Program Management, Cross-functional Team..., Process Improvement, Outsourcing, Insurance, BPO, Business Process..., Management, Operations Management, Series 6, 26, 99 FINRA..., Leadership, Financial Services, CRM, Employee Benefits, Analytics, Call Centers, Project Management, Business Planning, Strategic Planning, Relationship Management, Finance, Forecasting, Account Management, Business Strategy, Investments
Education
Eastern Connecticut State University 1986 — 1989
BS, Finance, Economics
The Hartford July 2013 - Present
MassMutual Financial Group January 2013 - July 2013
The Hartford May 2011 - December 2012
Travelers December 2008 - May 2011
Lincoln Financial Group December 2007 - December 2008
CIGNA Healthcare January 2006 - December 2007
CIGNA Healthcare January 2003 - December 2005
CIGNA Retirement & Investment Services April 2001 - December 2002
CIGNA Retirement & Investment Services January 2000 - April 2001
Skills
Series 6, Strategy, Program Management, Cross-functional Team..., Process Improvement, Outsourcing, Insurance, BPO, Business Process..., Management, Operations Management, Series 6, 26, 99 FINRA..., Leadership, Financial Services, CRM, Employee Benefits, Analytics, Call Centers, Project Management, Business Planning, Strategic Planning, Relationship Management, Finance, Forecasting, Account Management, Business Strategy, Investments
Education
Eastern Connecticut State University 1986 — 1989
BS, Finance, Economics
Nick Heinzelmann's Lincoln Financial Group Experience May 2008 - Present
Job Lincoln Financial Group, Director Real Estate Equities
Industry Commercial Real Estate
Experience
Lincoln Financial Group May 2008 - Present
KeyBank Real Estate Capital 2005 - 2008
Bostic Development 2003 - 2004
BB&T 2001 - 2003
Skills
Loans, Portfolio Management, Financial Analysis, Real Estate, Underwriting
Education
Elon University 1997 — 2001
Lincoln Financial Group May 2008 - Present
KeyBank Real Estate Capital 2005 - 2008
Bostic Development 2003 - 2004
BB&T 2001 - 2003
Skills
Loans, Portfolio Management, Financial Analysis, Real Estate, Underwriting
Education
Elon University 1997 — 2001
Chris Cokinis's Lincoln Financial Group Experience April 1995 - September 1997
Job V/P and Chief Compliance Officer at VSR Financial Services, Inc., CRCP, CSCP
Industry Financial Services
Experience
VSR Financial Services, Inc. December 2013 - Present
Argentus Partners, LLC February 2012 - December 2013
ING Financial Partners, Inc. January 2003 - February 2012
GE Financial Assurance/Capital Brokerage Corporation October 2000 - June 2002
American United Life September 1997 - October 2000
Lincoln Financial Group April 1995 - September 1997
Comerica Bank, Household Bank, Transamerica August 1989 - April 1995
Engler-Budd & Company, Inc. June 1986 - August 1989
FINRA October 1980 - July 1986
Skills
Securities, Compliance, Mutual Funds, FINRA, Investment Advisory, Management, Anti Money Laundering, Supervision, Operations Management, Alternative Investments, SEC, Series 24, AML, Strategic Financial..., Insurance, Fixed Annuities, Finance, Investments, Series 7, Retirement Planning, Financial Services, Series 63, Asset Management, Fixed Income, Risk Management, Financial Planning
Education
Eastern Illinois University 1979 — 1980
Bachelor of Science, Finance
University of Illinois at Urbana-Champaign 1975 — 1979
Hotel, Motel, and Restaurant Management
VSR Financial Services, Inc. December 2013 - Present
Argentus Partners, LLC February 2012 - December 2013
ING Financial Partners, Inc. January 2003 - February 2012
GE Financial Assurance/Capital Brokerage Corporation October 2000 - June 2002
American United Life September 1997 - October 2000
Lincoln Financial Group April 1995 - September 1997
Comerica Bank, Household Bank, Transamerica August 1989 - April 1995
Engler-Budd & Company, Inc. June 1986 - August 1989
FINRA October 1980 - July 1986
Skills
Securities, Compliance, Mutual Funds, FINRA, Investment Advisory, Management, Anti Money Laundering, Supervision, Operations Management, Alternative Investments, SEC, Series 24, AML, Strategic Financial..., Insurance, Fixed Annuities, Finance, Investments, Series 7, Retirement Planning, Financial Services, Series 63, Asset Management, Fixed Income, Risk Management, Financial Planning
Education
Eastern Illinois University 1979 — 1980
Bachelor of Science, Finance
University of Illinois at Urbana-Champaign 1975 — 1979
Hotel, Motel, and Restaurant Management
Brooks Wray's Lincoln Financial Group Experience January 2013 - Present
Job Treasury Analyst at VF Corporation
Industry Commercial Real Estate
Experience
VF Corporation November 2014 - Present
Lincoln Financial Group January 2013 - Present
Lincoln Financial Group December 2011 - December 2012
Lincoln Financial Group January 2010 - December 2011
Lincoln Financial Group October 2007 - January 2010
Lincoln Financial Group October 2006 - October 2007
Lincoln Financial Group November 2003 - October 2006
Skills
Essbase, Financial Analysis, Investments, Financial Reporting, Insurance, Accounting, General Ledger, Microsoft Excel, Cash Management, Mortgage Lending, Commercial Mortgages
Education
Elon University 2008 — 2009
MBA
Guilford College 2005 — 2006
Accounting
University of North Carolina at Greensboro 1998 — 2001
Business Administration
VF Corporation November 2014 - Present
Lincoln Financial Group January 2013 - Present
Lincoln Financial Group December 2011 - December 2012
Lincoln Financial Group January 2010 - December 2011
Lincoln Financial Group October 2007 - January 2010
Lincoln Financial Group October 2006 - October 2007
Lincoln Financial Group November 2003 - October 2006
Skills
Essbase, Financial Analysis, Investments, Financial Reporting, Insurance, Accounting, General Ledger, Microsoft Excel, Cash Management, Mortgage Lending, Commercial Mortgages
Education
Elon University 2008 — 2009
MBA
Guilford College 2005 — 2006
Accounting
University of North Carolina at Greensboro 1998 — 2001
Business Administration
Brad Simek's Lincoln Financial Group Experience October 2006 - April 2009
Job Sales Executive, SunGard Relius
Industry Financial Services
Experience
SunGard October 2013 - Present
Mobile Assistant November 2009 - October 2013
Lincoln Financial Group October 2006 - April 2009
Raymond James Financial 2003 - 2006
Scudder Investments 1998 - 2003
CIGNA 1997 - 1998
Skills
Marketing, HIPAA, Insurance, Retirement, Mutual Funds, Series 7, Sales, Retirement Planning, Business Development, 401k, Securities, Fixed Annuities, Employee Benefits, Asset Allocation, Investments, Business Planning, Sales Management, Wealth Management, Strategic Planning, Management, New Business Development, Financial Services, Investment Advisory, Series 63
Education
Eastern Illinois University 1988 — 1992
BA, Economics
SunGard October 2013 - Present
Mobile Assistant November 2009 - October 2013
Lincoln Financial Group October 2006 - April 2009
Raymond James Financial 2003 - 2006
Scudder Investments 1998 - 2003
CIGNA 1997 - 1998
Skills
Marketing, HIPAA, Insurance, Retirement, Mutual Funds, Series 7, Sales, Retirement Planning, Business Development, 401k, Securities, Fixed Annuities, Employee Benefits, Asset Allocation, Investments, Business Planning, Sales Management, Wealth Management, Strategic Planning, Management, New Business Development, Financial Services, Investment Advisory, Series 63
Education
Eastern Illinois University 1988 — 1992
BA, Economics
Lena Luongo's Lincoln Financial Group Experience September 1976 - Present
Job Sr. Consultant, Project Management at Lincoln Financial Group
Industry Information Technology and Services
Experience
LFG 2001 - Present
Lincoln Financial Group September 1976 - Present
Skills
SDLC, PMP, Business Analysis, Project Management, Requirements Gathering
Education
Fitchburg State University 1971 — 1975
Bachelor's Degree, Mathematics Education
Fitchburg State University
LFG 2001 - Present
Lincoln Financial Group September 1976 - Present
Skills
SDLC, PMP, Business Analysis, Project Management, Requirements Gathering
Education
Fitchburg State University 1971 — 1975
Bachelor's Degree, Mathematics Education
Fitchburg State University
Josh Durand's Lincoln Financial Group Experience October 2010 - Present
Job VP at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group October 2010 - Present
Lincoln Financial Group March 2008 - September 2010
Nationwide Financial April 1996 - February 2008
Skills
Retirement, Fixed Annuities, Actuarial Science, Life Insurance, Insurance, Financial Product...
Education
The Ohio State University 1993 — 1996
MS, Mathematics
Fairfield University 1989 — 1993
Lincoln Financial Group October 2010 - Present
Lincoln Financial Group March 2008 - September 2010
Nationwide Financial April 1996 - February 2008
Skills
Retirement, Fixed Annuities, Actuarial Science, Life Insurance, Insurance, Financial Product...
Education
The Ohio State University 1993 — 1996
MS, Mathematics
Fairfield University 1989 — 1993
Byron Bartlett's Lincoln Financial Group Experience June 1996 - September 2002
Job Risk Management and Business Continuity Specialist at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services June 2014 - June 2015
TD Bank August 2006 - June 2014
March of Dimes 2002 - January 2011
TD Banknorth September 2006 - November 2009
Seligman Data Corp September 2002 - July 2006
Lincoln Financial Group June 1996 - September 2002
Skills
Risk Management, Business Continuity..., Business Continuity, Disaster Recovery, Risk Assessment, Team Leadership, Crisis Management, Coaching, Security, Information Security, Vendor Management, IT Strategy, Governance, Program Management, Enterprise Risk..., SDLC, Business Analysis, Information Technology, Banking, IT Management, Financial Services, Financial Risk, Business Process..., Operational Risk...
Education
University of Southern Maine 1992 — 1995
History, Political Science
Roanoke College 1989 — 1990
Dale Carnegie
Fitchburg State University
Stone Coast Fund Services June 2014 - June 2015
TD Bank August 2006 - June 2014
March of Dimes 2002 - January 2011
TD Banknorth September 2006 - November 2009
Seligman Data Corp September 2002 - July 2006
Lincoln Financial Group June 1996 - September 2002
Skills
Risk Management, Business Continuity..., Business Continuity, Disaster Recovery, Risk Assessment, Team Leadership, Crisis Management, Coaching, Security, Information Security, Vendor Management, IT Strategy, Governance, Program Management, Enterprise Risk..., SDLC, Business Analysis, Information Technology, Banking, IT Management, Financial Services, Financial Risk, Business Process..., Operational Risk...
Education
University of Southern Maine 1992 — 1995
History, Political Science
Roanoke College 1989 — 1990
Dale Carnegie
Fitchburg State University
Carissa Burnette's Lincoln Financial Group Experience 2003 - 2005
Job Sr. Executive Compensation Specialist at AbbVie
Industry Human Resources
Experience
AbbVie Deutschland GmbH & Co. KG January 2015 - Present
AbbVie (formerly Abbott) November 2012 - January 2015
Aon Hewitt 2011 - 2012
Jack in the Box 2007 - 2011
Wilbur-Ellis Company 2005 - 2006
Lincoln Financial Group 2003 - 2005
ADP Dealer Services 1996 - 2001
Skills
Employee Benefits, Benefits Administration, Deferred Compensation, Payroll, Onboarding, Performance Management, Employee Relations, PeopleSoft, HRIS, Training, Executive Pay, Workforce Planning, Human Resources, Talent Acquisition, Leadership, Process Improvement, Customer Service
Education
Eastern Illinois University 1998 — 2001
Bachelors, Speech Communication with Interpersonal/Organizational concentration
AbbVie Deutschland GmbH & Co. KG January 2015 - Present
AbbVie (formerly Abbott) November 2012 - January 2015
Aon Hewitt 2011 - 2012
Jack in the Box 2007 - 2011
Wilbur-Ellis Company 2005 - 2006
Lincoln Financial Group 2003 - 2005
ADP Dealer Services 1996 - 2001
Skills
Employee Benefits, Benefits Administration, Deferred Compensation, Payroll, Onboarding, Performance Management, Employee Relations, PeopleSoft, HRIS, Training, Executive Pay, Workforce Planning, Human Resources, Talent Acquisition, Leadership, Process Improvement, Customer Service
Education
Eastern Illinois University 1998 — 2001
Bachelors, Speech Communication with Interpersonal/Organizational concentration
Christine Polomsky, ABC's Lincoln Financial Group Experience October 1990 - Present
Job Director of Marketing at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 1990 - Present
The Greater Hartford Chamber of Commerce December 1988 - October 1990
CADKEY, Inc. October 1986 - December 1988
Skills
Newsletters, Strategic Planning, Marketing Communications, Social Media, Marketing Strategy, Internal Communications, Strategic Communications, Integrated Marketing, Financial Services, Strategy, Marketing, Email Marketing, Advertising, Direct Marketing, Media Relations, Corporate Communications, Editing, Leadership, Wealth Management, Copywriting, Online Marketing, Social Media Marketing, Management
Education
Fairfield University 1982 — 1986
B.A., Writing and Communications
Lincoln Financial Group October 1990 - Present
The Greater Hartford Chamber of Commerce December 1988 - October 1990
CADKEY, Inc. October 1986 - December 1988
Skills
Newsletters, Strategic Planning, Marketing Communications, Social Media, Marketing Strategy, Internal Communications, Strategic Communications, Integrated Marketing, Financial Services, Strategy, Marketing, Email Marketing, Advertising, Direct Marketing, Media Relations, Corporate Communications, Editing, Leadership, Wealth Management, Copywriting, Online Marketing, Social Media Marketing, Management
Education
Fairfield University 1982 — 1986
B.A., Writing and Communications
Carrie Bowles (Burdick)'s Lincoln Financial Group Experience January 2011 - December 2013
Job Director, NonTraditional Annuities Product Development at Prudential Financial
Industry Insurance
Experience
Prudential Financial January 2014 - Present
Lincoln Financial Group January 2011 - December 2013
Lincoln Financial Group November 2008 - January 2011
Lincoln Financial Group August 2005 - November 2008
Travelers Life & Annuity/MetLife June 2005 - August 2005
Travelers Life & Annuity November 2003 - June 2005
Travelers Life & Annuity April 2001 - November 2003
Travelers Life & Annuity July 1999 - April 2001
Travelers Life & Annuity July 1997 - July 1999
Travelers Life & Annuity January 1996 - July 1997
Skills
Series 63, Series 7, FINRA, Insurance, Mutual Funds, Fixed Annuities, Product Development, New Product..., Project Management, Project Planning, Life Insurance, Variable Annuities, Strategy Execution, Relationship Management, Building Relationships, Synthesizing, New Business Development, Business Integration, Strategic Planning, Business Strategy, Retirement, Disability Insurance, Financial Services, Series 6, Leadership
Education
Eastern Connecticut State University 1990 — 1994
Bachelor of Science, Business Administration
Prudential Financial January 2014 - Present
Lincoln Financial Group January 2011 - December 2013
Lincoln Financial Group November 2008 - January 2011
Lincoln Financial Group August 2005 - November 2008
Travelers Life & Annuity/MetLife June 2005 - August 2005
Travelers Life & Annuity November 2003 - June 2005
Travelers Life & Annuity April 2001 - November 2003
Travelers Life & Annuity July 1999 - April 2001
Travelers Life & Annuity July 1997 - July 1999
Travelers Life & Annuity January 1996 - July 1997
Skills
Series 63, Series 7, FINRA, Insurance, Mutual Funds, Fixed Annuities, Product Development, New Product..., Project Management, Project Planning, Life Insurance, Variable Annuities, Strategy Execution, Relationship Management, Building Relationships, Synthesizing, New Business Development, Business Integration, Strategic Planning, Business Strategy, Retirement, Disability Insurance, Financial Services, Series 6, Leadership
Education
Eastern Connecticut State University 1990 — 1994
Bachelor of Science, Business Administration
Leon Wright's Lincoln Financial Group Experience March 1988 - April 1990
Job EDI Programmer Analyst at Grote Industries, LLC
Industry Automotive
Experience
Grote Industries, LLC January 2012 - Present
Indecon Solutions April 2009 - June 2009
ZF Trading North America September 2002 - October 2008
Indiana Health Centers December 2002 - December 2003
DPS, Inc March 1995 - April 2002
Plainfield Computer Corporation April 1990 - February 1995
Lincoln Financial Group March 1988 - April 1990
Skills
IBM iSeries, RPG III, RPG II, OCL, RPG, OS/400
Education
Edison Community College 1982 — 1984
Associates, Computer Science
Grote Industries, LLC January 2012 - Present
Indecon Solutions April 2009 - June 2009
ZF Trading North America September 2002 - October 2008
Indiana Health Centers December 2002 - December 2003
DPS, Inc March 1995 - April 2002
Plainfield Computer Corporation April 1990 - February 1995
Lincoln Financial Group March 1988 - April 1990
Skills
IBM iSeries, RPG III, RPG II, OCL, RPG, OS/400
Education
Edison Community College 1982 — 1984
Associates, Computer Science
Meagan E Donahue's Lincoln Financial Group Experience October 2004 - December 2005
Job Chief Compliance Officer at Northstar Wealth Partners
Industry Financial Services
Experience
Northstar Wealth Partners August 2015 - Present
Northstar Wealth Partners May 2014 - August 2015
Signator Investors, Inc. October 2009 - May 2014
John Hancock Financial Network May 2007 - October 2009
John Hancock Financial Services December 2005 - May 2007
Lincoln Financial Group October 2004 - December 2005
Education
Eastern Connecticut State University 2000 — 2004
Bachelors of Arts, English
Northstar Wealth Partners August 2015 - Present
Northstar Wealth Partners May 2014 - August 2015
Signator Investors, Inc. October 2009 - May 2014
John Hancock Financial Network May 2007 - October 2009
John Hancock Financial Services December 2005 - May 2007
Lincoln Financial Group October 2004 - December 2005
Education
Eastern Connecticut State University 2000 — 2004
Bachelors of Arts, English
Thomas Miele's Lincoln Financial Group Experience 2004 - 2006
Job Assistant Vice President at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial 2007 - Present
Lincoln Financial Group 2004 - 2006
The Phoenix Companies 1983 - 2003
Education
Eastern Connecticut State University
B.S., Business Administration
Sun Life Financial 2007 - Present
Lincoln Financial Group 2004 - 2006
The Phoenix Companies 1983 - 2003
Education
Eastern Connecticut State University
B.S., Business Administration
Anika Holness MBA's Lincoln Financial Group Experience July 2012 - Present
Job LTD Benefits Specialist at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group July 2012 - Present
Sedgwick CMS December 2006 - April 2009
American Express August 1995 - October 2003
Skills
Claims Management, Claim, Workers Compensation, Insurance, Disability Insurance, Subrogation, Health Insurance, Claim Investigation, Employee Benefits, Underwriting, Life Insurance, Disability Management, Term Life Insurance, Training, Long-term Care, Brokers, Benefits Administration
Education
University of Phoenix 2007 — 2008
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Human Resources Management and Services
Everglades University 2001 — 2003
Bachelor of Business Administration (B.B.A.)
Keiser University-Ft Lauderdale 1997 — 2001
Associate of Science (A.S.), Business Administration and Management, General
Lincoln Financial Group July 2012 - Present
Sedgwick CMS December 2006 - April 2009
American Express August 1995 - October 2003
Skills
Claims Management, Claim, Workers Compensation, Insurance, Disability Insurance, Subrogation, Health Insurance, Claim Investigation, Employee Benefits, Underwriting, Life Insurance, Disability Management, Term Life Insurance, Training, Long-term Care, Brokers, Benefits Administration
Education
University of Phoenix 2007 — 2008
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Human Resources Management and Services
Everglades University 2001 — 2003
Bachelor of Business Administration (B.B.A.)
Keiser University-Ft Lauderdale 1997 — 2001
Associate of Science (A.S.), Business Administration and Management, General
Kiran Nanubala's Lincoln Financial Group Experience April 2014 - Present
Job Ariba Technical Architect/Lead at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2014 - Present
Lincoln Financial Group June 2013 - March 2014
Hewlett-Packard April 2013 - June 2013
Ariba April 2013 - June 2013
MedImmune / Astrazeneca January 2013 - April 2013
Amtrak January 2012 - December 2012
Nitor Partners November 2009 - February 2012
Bank of America December 2010 - December 2011
National City Bank November 2009 - November 2010
PNC Financial Services Group November 2009 - November 2010
Skills
Ariba, E-procurement, Procure-to-Pay, Business Process, eSourcing, SAP, Java, Strategic Sourcing, Vendor Management, Procurement, Business Intelligence, Java Enterprise Edition, Spend Analysis, SAP R/3, Business Process..., SAP SRM, Procure to Pay, Agile Methodologies, Spend Management, Contract Management, Technical Leadership, Process Improvement
Education
Fitchburg State University
Master of Business Administration (M.B.A.), Management Information Systems (MIS)
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Engineering
Lincoln Financial Group April 2014 - Present
Lincoln Financial Group June 2013 - March 2014
Hewlett-Packard April 2013 - June 2013
Ariba April 2013 - June 2013
MedImmune / Astrazeneca January 2013 - April 2013
Amtrak January 2012 - December 2012
Nitor Partners November 2009 - February 2012
Bank of America December 2010 - December 2011
National City Bank November 2009 - November 2010
PNC Financial Services Group November 2009 - November 2010
Skills
Ariba, E-procurement, Procure-to-Pay, Business Process, eSourcing, SAP, Java, Strategic Sourcing, Vendor Management, Procurement, Business Intelligence, Java Enterprise Edition, Spend Analysis, SAP R/3, Business Process..., SAP SRM, Procure to Pay, Agile Methodologies, Spend Management, Contract Management, Technical Leadership, Process Improvement
Education
Fitchburg State University
Master of Business Administration (M.B.A.), Management Information Systems (MIS)
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Engineering
Pat Brett's Lincoln Financial Group Experience August 2012 - Present
Job eLearning Specialist at Lincoln Financial Group
Industry E-Learning
Experience
Lincoln Financial Group August 2012 - Present
Lincoln Financial Group March 2008 - August 2012
Lincoln Financial Group 2004 - 2008
Lincoln Financial Group 1999 - 2004
CIGNA 1996 - 1999
Skills
Employee Training, Staff Development, Marketing Communications, Program Management, Instructor-led Training, Social Media, Articulate StoryLine, Sales, Marketing, Customer Service, Coaching, Email Marketing, Corporate Communications, Internal Communications, Strategic Communications, Human Resources, Performance Management, Social Networking, Event Planning, Strategic Planning, Management, Team Building, Strategy, Team Leadership, Analysis
Education
Eastern Connecticut State University 1980 — 1984
Bachelor of Arts, English
Lincoln Financial Group August 2012 - Present
Lincoln Financial Group March 2008 - August 2012
Lincoln Financial Group 2004 - 2008
Lincoln Financial Group 1999 - 2004
CIGNA 1996 - 1999
Skills
Employee Training, Staff Development, Marketing Communications, Program Management, Instructor-led Training, Social Media, Articulate StoryLine, Sales, Marketing, Customer Service, Coaching, Email Marketing, Corporate Communications, Internal Communications, Strategic Communications, Human Resources, Performance Management, Social Networking, Event Planning, Strategic Planning, Management, Team Building, Strategy, Team Leadership, Analysis
Education
Eastern Connecticut State University 1980 — 1984
Bachelor of Arts, English
Andy Manry's Lincoln Financial Group Experience Applications DeveloperInmar1998 - 2003
Job Sr. Applications Developer at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group Applications DeveloperInmar1998 - 2003
Skills
SDLC, Visio, Process Improvement, Microsoft Office, Outlook, PowerPoint
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1999
BS, Business Administration - MIS
Lincoln Financial Group Applications DeveloperInmar1998 - 2003
Skills
SDLC, Visio, Process Improvement, Microsoft Office, Outlook, PowerPoint
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1999
BS, Business Administration - MIS
Ray J. Barry's Lincoln Financial Group Experience May 2007 - March 2012
Job Consultant at Dynamics Payments
Industry Financial Services
Experience
Dynamics Payments January 2014 - Present
Barry Financial Services, Inc. March 2000 - Present
Hemisphere Financial Group, LLC January 2011 - Present
Rotary of St. Thomas II October 1998 - Present
HIMA Health October 2008 - June 2013
Lincoln Financial Group May 2007 - March 2012
V.I. Equicare June 1998 - February 2006
Skills
Employee Benefits, Healthcare, Insurance, Strategic Planning, Market Planning, Government Relations, Asset Protection, Medical Tourism, Marketing Strategy, Start-ups, Investments, Budgets, Hospitals, Management, Business Strategy, Training, Project Planning, Retirement, Negotiation, Sales Operations, Finance, Business Planning, Entrepreneurship, Sales, Executive Management, Strategic Financial..., Leadership, Management Consulting, Managed Care, Small Business, Mergers & Acquisitions, Risk Management, Team Building, Merchant Services
Education
Florida Agricultural and Mechanical University 1983 — 1987
Accounting
Charlotte Amalie High School 1979 — 1983
Ray J. Barry
Dynamics Payments January 2014 - Present
Barry Financial Services, Inc. March 2000 - Present
Hemisphere Financial Group, LLC January 2011 - Present
Rotary of St. Thomas II October 1998 - Present
HIMA Health October 2008 - June 2013
Lincoln Financial Group May 2007 - March 2012
V.I. Equicare June 1998 - February 2006
Skills
Employee Benefits, Healthcare, Insurance, Strategic Planning, Market Planning, Government Relations, Asset Protection, Medical Tourism, Marketing Strategy, Start-ups, Investments, Budgets, Hospitals, Management, Business Strategy, Training, Project Planning, Retirement, Negotiation, Sales Operations, Finance, Business Planning, Entrepreneurship, Sales, Executive Management, Strategic Financial..., Leadership, Management Consulting, Managed Care, Small Business, Mergers & Acquisitions, Risk Management, Team Building, Merchant Services
Education
Florida Agricultural and Mechanical University 1983 — 1987
Accounting
Charlotte Amalie High School 1979 — 1983
Ray J. Barry
Michele Beers Wyatt, ARPC, AIF's Lincoln Financial Group Experience January 2014 - Present
Job Regional Sales Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2014 - Present
Transamerica Retirement Services December 2007 - December 2013
Hartford Life 2003 - 2007
GoldK 2001 - 2003
American Skandia 1993 - 2000
Skills
Mutual Funds, Series 6, Series 63, Annuities, Retirement Plans, Investments, Series 7, 401k, Insurance, Asset Allocation, Financial Advisory, Fixed Annuities, Retirement Planning, Series 24, Financial Services, Sales, Retirement, Wealth Management, FINRA, Defined Benefit, Variable Annuities, IRAs, Series 65, Separately Managed...
Education
Eastern Connecticut State University 1986 — 1990
St. Joseph High School
Lincoln Financial Group January 2014 - Present
Transamerica Retirement Services December 2007 - December 2013
Hartford Life 2003 - 2007
GoldK 2001 - 2003
American Skandia 1993 - 2000
Skills
Mutual Funds, Series 6, Series 63, Annuities, Retirement Plans, Investments, Series 7, 401k, Insurance, Asset Allocation, Financial Advisory, Fixed Annuities, Retirement Planning, Series 24, Financial Services, Sales, Retirement, Wealth Management, FINRA, Defined Benefit, Variable Annuities, IRAs, Series 65, Separately Managed...
Education
Eastern Connecticut State University 1986 — 1990
St. Joseph High School
Scott Muhr's Lincoln Financial Group Experience May 2002 - February 2007
Job Senior Finance Manager
Industry Insurance
Experience
Allstate September 2014 - Present
Allstate January 2012 - August 2014
Allstate January 2007 - December 2011
Lincoln Financial Group May 2002 - February 2007
Skills
Insurance, Underwriting, Risk Management, Strategy, Business Strategy, Strategic Planning, Strategic Financial..., Financial Analysis, Financial Modeling, Corporate Finance, Finance, Talent Management, Coaching, Management, Program Management, Management Consulting, Forecasting, Competitive Analysis, Leadership Development, Project Management, Financial Planning, Leadership
Education
Roosevelt University 2003 — 2006
Master of Business Administration (M.B.A.), International Business
Eastern Illinois University 1998 — 2002
Bachelor's Degree, Finance
Allstate September 2014 - Present
Allstate January 2012 - August 2014
Allstate January 2007 - December 2011
Lincoln Financial Group May 2002 - February 2007
Skills
Insurance, Underwriting, Risk Management, Strategy, Business Strategy, Strategic Planning, Strategic Financial..., Financial Analysis, Financial Modeling, Corporate Finance, Finance, Talent Management, Coaching, Management, Program Management, Management Consulting, Forecasting, Competitive Analysis, Leadership Development, Project Management, Financial Planning, Leadership
Education
Roosevelt University 2003 — 2006
Master of Business Administration (M.B.A.), International Business
Eastern Illinois University 1998 — 2002
Bachelor's Degree, Finance
Carline Lewis's Lincoln Financial Group Experience March 2008 - June 2009
Job Database Project Manager at Citi
Industry Marketing and Advertising
Experience
Translation Services June 2010 - Present
Citi October 2012 - August 2014
Consultant October 2011 - August 2012
Bristol-Myers Squibb, Princeton, New Jersey April 2011 - August 2011
Private Consultant June 2009 - April 2011
Lincoln Financial Group March 2008 - June 2009
Aquent Studios at Campbell Soup Company October 2007 - February 2008
Aquenty Studios at AstraZeneca Pharmaceuticals February 2005 - October 2007
Skills
Microsoft Office, QuarkXPress, FileMaker, Project Planning, Project Management, Account Management, Team Leadership, Project Coordination, Vendor Management, Marketing, Advertising, Management
Education
Pennsylvania State University-Great Valley Graduate Center 2009 — 2010
Master Certificate, Project Management
Emerson College 1990 — 1995
BS, Communications/Broadcasting
Translation Services June 2010 - Present
Citi October 2012 - August 2014
Consultant October 2011 - August 2012
Bristol-Myers Squibb, Princeton, New Jersey April 2011 - August 2011
Private Consultant June 2009 - April 2011
Lincoln Financial Group March 2008 - June 2009
Aquent Studios at Campbell Soup Company October 2007 - February 2008
Aquenty Studios at AstraZeneca Pharmaceuticals February 2005 - October 2007
Skills
Microsoft Office, QuarkXPress, FileMaker, Project Planning, Project Management, Account Management, Team Leadership, Project Coordination, Vendor Management, Marketing, Advertising, Management
Education
Pennsylvania State University-Great Valley Graduate Center 2009 — 2010
Master Certificate, Project Management
Emerson College 1990 — 1995
BS, Communications/Broadcasting
Greg Nicoletti's Lincoln Financial Group Experience 2006 - 2008
Job Sales Vice President at Northeast Brokerage
Industry Insurance
Experience
Northeast Brokerage March 2011 - Present
American General June 2008 - March 2011
Lincoln Financial Group 2006 - 2008
Travelers Life & Annuity / MetLife 2001 - 2006
Phoenix Life Insurance 1999 - 2001
Aetna 1989 - 1999
Skills
Disability Insurance, Retirement Planning, Retirement, Life Insurance, Fixed Annuities, Term Life Insurance, Universal Life, Series 6, Underwriting, Long-term Care, Insurance, Whole Life, Long Term Care Insurance, Health Insurance, Financial Advisory, Estate Planning, Brokers
Education
Fairfield University 1985 — 1989
BS, Business Administration and Management, General
Northeast Brokerage March 2011 - Present
American General June 2008 - March 2011
Lincoln Financial Group 2006 - 2008
Travelers Life & Annuity / MetLife 2001 - 2006
Phoenix Life Insurance 1999 - 2001
Aetna 1989 - 1999
Skills
Disability Insurance, Retirement Planning, Retirement, Life Insurance, Fixed Annuities, Term Life Insurance, Universal Life, Series 6, Underwriting, Long-term Care, Insurance, Whole Life, Long Term Care Insurance, Health Insurance, Financial Advisory, Estate Planning, Brokers
Education
Fairfield University 1985 — 1989
BS, Business Administration and Management, General
Nicholas Colello CFP, ChFC's Lincoln Financial Group Experience September 2006 - January 2010
Job Head of Financial Planning and Advanced Case Support
Industry Financial Services
Experience
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company May 2012 - August 2014
New York Life Insurance Company February 2010 - May 2012
Lincoln Financial Group September 2006 - January 2010
New York Life Insurance Company May 2005 - September 2006
Skills
Estate Planning, Retirement Planning, Investments, Wealth Management, Mutual Funds, Insurance, Series 7, Strategic Financial..., Life Insurance, Investment Advisory, Securities, Series 63, Disability Insurance, Asset Allocation, Series 6, Financial Advisory, Asset Managment, Series 65
Education
The American College 2005 — 2007
Chartered Financial Consultant, Financial Planning and Services
Fairfield University 2001 — 2005
Bachelors, Economics
New York Life Insurance Company August 2014 - Present
New York Life Insurance Company May 2012 - August 2014
New York Life Insurance Company February 2010 - May 2012
Lincoln Financial Group September 2006 - January 2010
New York Life Insurance Company May 2005 - September 2006
Skills
Estate Planning, Retirement Planning, Investments, Wealth Management, Mutual Funds, Insurance, Series 7, Strategic Financial..., Life Insurance, Investment Advisory, Securities, Series 63, Disability Insurance, Asset Allocation, Series 6, Financial Advisory, Asset Managment, Series 65
Education
The American College 2005 — 2007
Chartered Financial Consultant, Financial Planning and Services
Fairfield University 2001 — 2005
Bachelors, Economics
TJ Imam, MBA's Lincoln Financial Group Experience May 2006 - May 2009
Job Senior Financial Analyst at Sears Holdings Corporation
Industry Telecommunications
Experience
Sears Holdings Corporation March 2015 - Present
Comcast Cable June 2009 - March 2015
NAMIC-Chicago June 2009 - March 2015
Lincoln Financial Group May 2006 - May 2009
Washington Mutual Bank April 2005 - May 2006
Skills
Management, Accounting, Microsoft Excel, Leadership, Finance, Project Management, Call Centers, Time Management, Team Building, Microsoft Office, Account Management, Analysis, Customer Service, Operating Budgets, Construction Budgets, Forecasting, Financial Analysis, Financial Reporting, Financial Accounting, Managerial Finance, Oracle E-Business Suite, Oracle Enterprise..., Hyperion, Essbase, Smartview, PeopleSoft
Education
Argosy University Chicago 2007 — 2009
Master of Business Administration (M.B.A.), Finance
Elmhurst College 2000 — 2005
Bachelor of Science, Finance and Economics- Minor International Business
Sears Holdings Corporation March 2015 - Present
Comcast Cable June 2009 - March 2015
NAMIC-Chicago June 2009 - March 2015
Lincoln Financial Group May 2006 - May 2009
Washington Mutual Bank April 2005 - May 2006
Skills
Management, Accounting, Microsoft Excel, Leadership, Finance, Project Management, Call Centers, Time Management, Team Building, Microsoft Office, Account Management, Analysis, Customer Service, Operating Budgets, Construction Budgets, Forecasting, Financial Analysis, Financial Reporting, Financial Accounting, Managerial Finance, Oracle E-Business Suite, Oracle Enterprise..., Hyperion, Essbase, Smartview, PeopleSoft
Education
Argosy University Chicago 2007 — 2009
Master of Business Administration (M.B.A.), Finance
Elmhurst College 2000 — 2005
Bachelor of Science, Finance and Economics- Minor International Business
Vanessa Genga's Lincoln Financial Group Experience 1998 - 2009
Job Teacher at CREC Capital Region Education Council
Industry Financial Services
Experience
CREC Capital Region Education Council Manager, Continuing EducationLincoln Financial GroupMarch 1998 - February 2009
Lincoln Financial Group 1998 - 2009
Skills
Customer Service, Public Speaking, Insurance, Event Management, Team Building, Microsoft Office, Microsoft Excel, Strategic Planning, Negotiation, Marketing, Sales, Event Planning, Change Management, PowerPoint
Education
Saint Joseph College 2006 — 2010
MBA Education
Eastern Connecticut State University 1988 — 1990
CT Teaching Certification, Education, 7-12
Salve Regina University 1983 — 1987
BA, English & Theater
CREC Capital Region Education Council Manager, Continuing EducationLincoln Financial GroupMarch 1998 - February 2009
Lincoln Financial Group 1998 - 2009
Skills
Customer Service, Public Speaking, Insurance, Event Management, Team Building, Microsoft Office, Microsoft Excel, Strategic Planning, Negotiation, Marketing, Sales, Event Planning, Change Management, PowerPoint
Education
Saint Joseph College 2006 — 2010
MBA Education
Eastern Connecticut State University 1988 — 1990
CT Teaching Certification, Education, 7-12
Salve Regina University 1983 — 1987
BA, English & Theater
Matthew Sacrinty's Lincoln Financial Group Experience January 2015 - Present
Job Sr. Research & Development Analyst at Lincoln Financial Group
Industry Research
Experience
Lincoln Financial Group January 2015 - Present
Wake Forest Baptist Health September 2006 - December 2014
Wake Forest Baptist Health June 2004 - September 2006
UNC Health Care August 2003 - May 2004
Emory University June 2002 - March 2003
Skills
SAS, Database Design, Clinical Research, Statistics, Epidemiology, Data Collection, Clinical Study Design, Biostatistics, SAS programming, Statistical Modeling, Analysis, Clinical Trials, Access, Healthcare, Healthcare Information..., Hospitals, Public Health, SAS Programming
Education
Emory University 2001 — 2003
MPH, Epidemiology
University of North Carolina at Chapel Hill 1997 — 2001
BS, Clinical Laboratory Science
Lincoln Financial Group January 2015 - Present
Wake Forest Baptist Health September 2006 - December 2014
Wake Forest Baptist Health June 2004 - September 2006
UNC Health Care August 2003 - May 2004
Emory University June 2002 - March 2003
Skills
SAS, Database Design, Clinical Research, Statistics, Epidemiology, Data Collection, Clinical Study Design, Biostatistics, SAS programming, Statistical Modeling, Analysis, Clinical Trials, Access, Healthcare, Healthcare Information..., Hospitals, Public Health, SAS Programming
Education
Emory University 2001 — 2003
MPH, Epidemiology
University of North Carolina at Chapel Hill 1997 — 2001
BS, Clinical Laboratory Science
Collin Peach's Lincoln Financial Group Experience January 2007 - July 2009
Job BPE Lead, at Cigna
Industry Health, Wellness and Fitness
Experience
CIGNA April 2013 - Present
Travelers July 2012 - April 2013
The Hartford May 2011 - July 2012
Travelers July 2009 - May 2011
Lincoln Financial Group January 2007 - July 2009
Accenture April 2005 - January 2007
Skills
Business Process..., Six Sigma, Process Improvement, Change Management, Financial Analysis, Analytics, Data Analysis, Business Strategy, BPMN, Collaborative Problem..., Customer Experience, Business Model..., SDLC, Predictive Analytics, Econometrics, Economic Research, BPO, Project Portfolio..., Business Process..., Agile & Waterfall..., Benefit Cost Analysis, Lean Thinking, PMP, Economics
Education
Northeastern University 2015 — 2017
Master’s Degree, Organizational Leadership
Northeastern University 2012 — 2013
Masters, Economics
Northeastern University 2010 — 2011
Masters, Project Management - Organizational Change
Rensselaer Polytechnic Institute 2007 — 2009
MBA, Finance
Eastern Connecticut State University 2004 — 2005
Bachelors, Business - Finance
University of Connecticut 2001 — 2003
Bachelors, Economics
CIGNA April 2013 - Present
Travelers July 2012 - April 2013
The Hartford May 2011 - July 2012
Travelers July 2009 - May 2011
Lincoln Financial Group January 2007 - July 2009
Accenture April 2005 - January 2007
Skills
Business Process..., Six Sigma, Process Improvement, Change Management, Financial Analysis, Analytics, Data Analysis, Business Strategy, BPMN, Collaborative Problem..., Customer Experience, Business Model..., SDLC, Predictive Analytics, Econometrics, Economic Research, BPO, Project Portfolio..., Business Process..., Agile & Waterfall..., Benefit Cost Analysis, Lean Thinking, PMP, Economics
Education
Northeastern University 2015 — 2017
Master’s Degree, Organizational Leadership
Northeastern University 2012 — 2013
Masters, Economics
Northeastern University 2010 — 2011
Masters, Project Management - Organizational Change
Rensselaer Polytechnic Institute 2007 — 2009
MBA, Finance
Eastern Connecticut State University 2004 — 2005
Bachelors, Business - Finance
University of Connecticut 2001 — 2003
Bachelors, Economics
John Cellini's Lincoln Financial Group Experience 1999 - 2004
Job AVP Finance at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2004 - Present
Lincoln Financial Group 1999 - 2004
Skills
Financial Reporting, Finance, Strategic Financial..., Financial Analysis, Insurance, Financial Modeling, Portfolio Management, Corporate Finance
Education
Fairfield University 1970 — 1974
BS, Major Mathematics, Minor Economics
University of Hartford
MBA
MassMutual Financial Group June 2004 - Present
Lincoln Financial Group 1999 - 2004
Skills
Financial Reporting, Finance, Strategic Financial..., Financial Analysis, Insurance, Financial Modeling, Portfolio Management, Corporate Finance
Education
Fairfield University 1970 — 1974
BS, Major Mathematics, Minor Economics
University of Hartford
MBA
Elizabeth Reiss's Lincoln Financial Group Experience April 2002 - April 2006
Job Sr. Business Analyst
Industry Information Technology and Services
Experience
Catalina Marketing February 2012 - June 2014
AEGON February 2010 - March 2011
Computer Sciences Corporation January 2007 - May 2009
Sage Software May 2006 - November 2006
Lincoln Financial Group April 2002 - April 2006
Skills
SDLC, Business Analysis, Requirements Analysis, Quality Assurance, Business Process, Visio, Requirements Gathering, Business Requirements, SQL, Software Documentation, Process Improvement, Software Development, Business Intelligence, Agile Methodologies, Software Project..., SharePoint, Integration, User Acceptance Testing
Education
Elon University
Bachelor's degree, MIS/Finance, Computer Science
Catalina Marketing February 2012 - June 2014
AEGON February 2010 - March 2011
Computer Sciences Corporation January 2007 - May 2009
Sage Software May 2006 - November 2006
Lincoln Financial Group April 2002 - April 2006
Skills
SDLC, Business Analysis, Requirements Analysis, Quality Assurance, Business Process, Visio, Requirements Gathering, Business Requirements, SQL, Software Documentation, Process Improvement, Software Development, Business Intelligence, Agile Methodologies, Software Project..., SharePoint, Integration, User Acceptance Testing
Education
Elon University
Bachelor's degree, MIS/Finance, Computer Science
Cheral Critser's Lincoln Financial Group Experience June 2005 - July 2006
Job Seeking employment
Industry Education Management
Experience
Staffmark August 2010 - April 2011
East Noble Public Schools September 2008 - June 2010
Region 8 ESC August 2006 - May 2008
Lincoln Financial Group June 2005 - July 2006
Artesia Public Schools August 1991 - May 2004
Education
Eastern New Mexico University 2001 — 2006
M.ED., Education Administration
Staffmark August 2010 - April 2011
East Noble Public Schools September 2008 - June 2010
Region 8 ESC August 2006 - May 2008
Lincoln Financial Group June 2005 - July 2006
Artesia Public Schools August 1991 - May 2004
Education
Eastern New Mexico University 2001 — 2006
M.ED., Education Administration
Joyce Hynes's Lincoln Financial Group Experience January 1995 - January 2006
Job Senior Business Consultant at VERTEX, Inc.
Industry Information Technology and Services
Experience
Retired July 2013 - Present
Knights of Columbus January 2011 - June 2013
VERTEX Inc January 2008 - June 2013
FUTURITY FIRST Insurance Group 2008 - 2010
Lincoln Financial Group January 1995 - January 2006
Lincoln Life Operations 1995 - 2006
Lncoln Financial Group 1996 - 2003
The Hartford Insurance Group January 1983 - January 1995
Skills
Insurance, Process Improvement, Program Management, Business Analysis, Analysis, SDLC, Strategy, Integration
Education
Elmira College 1965 — 1973
BA, Speech & Hearing
University of Hartford
MSOB, Organizational Development
Retired July 2013 - Present
Knights of Columbus January 2011 - June 2013
VERTEX Inc January 2008 - June 2013
FUTURITY FIRST Insurance Group 2008 - 2010
Lincoln Financial Group January 1995 - January 2006
Lincoln Life Operations 1995 - 2006
Lncoln Financial Group 1996 - 2003
The Hartford Insurance Group January 1983 - January 1995
Skills
Insurance, Process Improvement, Program Management, Business Analysis, Analysis, SDLC, Strategy, Integration
Education
Elmira College 1965 — 1973
BA, Speech & Hearing
University of Hartford
MSOB, Organizational Development
Ken Benoit's Lincoln Financial Group Experience September 2004 - Present
Job Sr. Consultant, Registered Product Operations at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group September 2004 - Present
Travelers February 2007 - January 2008
Website Department June 2002 - November 2002
Eastern Connecticut State University January 2002 - May 2002
Skills
Series 6, FINRA, Insurance, Fixed Annuities, Securities, Financial Services, Life Insurance, Retirement Planning, Customer Service, Business Analysis, Retirement
Education
Eastern Connecticut State University 1999 — 2003
BS, Business, MIS
Lincoln Financial Group September 2004 - Present
Travelers February 2007 - January 2008
Website Department June 2002 - November 2002
Eastern Connecticut State University January 2002 - May 2002
Skills
Series 6, FINRA, Insurance, Fixed Annuities, Securities, Financial Services, Life Insurance, Retirement Planning, Customer Service, Business Analysis, Retirement
Education
Eastern Connecticut State University 1999 — 2003
BS, Business, MIS
Stacey Campbell - cox's Lincoln Financial Group Experience March 2014 - Present
Job return mail at Lincoln Financial Group
Industry Banking
Experience
Lincoln Financial Group March 2014 - Present
Kelly Services October 2012 - March 2014
ISGN March 2007 - March 2011
Manpower December 2006 - March 2007
Washington Mutual May 2005 - August 2006
Percepta July 2004 - May 2005
New Office Employer Services September 2001 - December 2003
Source 1 Staffing December 2000 - May 2002
Skills
Typing 40 wpm, Data Entry, Microsoft Word, Microsoft Excel, Microsoft Office, Visual Banker, Desktop Integrator, ILS 60, ICaps, ProComm, Pinnacle, AS 400, Customer Service, Reports, report editing, Proofreading, Title Searches, Mortgage Servicing, Residential Mortgages, Call Center, Administrative..., Data Warehousing, Pick & Pack, Stock Picking, Stocking, Order Picking, Retail, Cashiers, Spreadsheets, Scanners, Laser Scanning, Invoicing, Inventory, Inventory Accuracy, Fax Server, Email, Internet, Internal Communications, Internet Services, Loans, Copying, Filing, Storage, 10 Key, Order Processing, Hotel Booking, Communication, Cleaning, Housekeeping, Hospitality
Education
Eastern Florida State College
Paul Harding High School
Diploma
Lincoln Financial Group March 2014 - Present
Kelly Services October 2012 - March 2014
ISGN March 2007 - March 2011
Manpower December 2006 - March 2007
Washington Mutual May 2005 - August 2006
Percepta July 2004 - May 2005
New Office Employer Services September 2001 - December 2003
Source 1 Staffing December 2000 - May 2002
Skills
Typing 40 wpm, Data Entry, Microsoft Word, Microsoft Excel, Microsoft Office, Visual Banker, Desktop Integrator, ILS 60, ICaps, ProComm, Pinnacle, AS 400, Customer Service, Reports, report editing, Proofreading, Title Searches, Mortgage Servicing, Residential Mortgages, Call Center, Administrative..., Data Warehousing, Pick & Pack, Stock Picking, Stocking, Order Picking, Retail, Cashiers, Spreadsheets, Scanners, Laser Scanning, Invoicing, Inventory, Inventory Accuracy, Fax Server, Email, Internet, Internal Communications, Internet Services, Loans, Copying, Filing, Storage, 10 Key, Order Processing, Hotel Booking, Communication, Cleaning, Housekeeping, Hospitality
Education
Eastern Florida State College
Paul Harding High School
Diploma
Patricia Mahoney's Lincoln Financial Group Experience July 1999 - July 2007
Job Information Systems Manager at Travelers
Industry Insurance
Experience
Travelers July 2007 - Present
Lincoln Financial Group July 1999 - July 2007
Independent Consultant October 1997 - July 1999
Aetna March 1995 - October 1997
Travelers August 1989 - March 1995
Ernst & Young J&M Management Consulting GmbH July 1988 - August 1989
Honeywell October 1987 - July 1988
General Electric June 1979 - October 1987
Skills
SDLC, Requirements Analysis, Requirements Gathering, Property & Casualty..., SOA, SQL, Agile & Waterfall..., Systems Analysis, Data Analysis, Data Modeling, Project Coordination, Business Analysis
Education
General Electric - Financial Management Program 1979 — 1981
Accounting and Finance
Fairfield University 1974 — 1978
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Travelers July 2007 - Present
Lincoln Financial Group July 1999 - July 2007
Independent Consultant October 1997 - July 1999
Aetna March 1995 - October 1997
Travelers August 1989 - March 1995
Ernst & Young J&M Management Consulting GmbH July 1988 - August 1989
Honeywell October 1987 - July 1988
General Electric June 1979 - October 1987
Skills
SDLC, Requirements Analysis, Requirements Gathering, Property & Casualty..., SOA, SQL, Agile & Waterfall..., Systems Analysis, Data Analysis, Data Modeling, Project Coordination, Business Analysis
Education
General Electric - Financial Management Program 1979 — 1981
Accounting and Finance
Fairfield University 1974 — 1978
Bachelor of Science (B.S.), Marketing/Marketing Management, General
John Cellini's Lincoln Financial Group Experience 1999 - 2004
Job AVP, USIG Strategy, Financial Planning & Analysis at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group 2004 - Present
Lincoln Financial Group 1999 - 2004
Aetna 1974 - 1999
Education
University of Hartford
MBA
Fairfield University 1970 — 1974
BS, Mathematics
MassMutual Financial Group 2004 - Present
Lincoln Financial Group 1999 - 2004
Aetna 1974 - 1999
Education
University of Hartford
MBA
Fairfield University 1970 — 1974
BS, Mathematics
Noel Meystrik's Lincoln Financial Group Experience 2005 - 2008
Job Owner at Huntington Calligraphy
Industry Events Services
Experience
Huntington Calligraphy 2011 - Present
Elle's Events January 2000 - January 2011
Lincoln Financial Group 2005 - 2008
Sealift, inc April 2003 - December 2004
office furniture co. 1997 - 2003
Health club Manager 1993 - 1997
Skills
Event Management, Corporate Events, Event Planning, Weddings, Parties, Wedding Planning, Social Media, Birthdays, Entertainment, Customer Service
Education
Katharine Gibbs 1990 — 1991
Farmingdale State University of New York
Huntington Calligraphy 2011 - Present
Elle's Events January 2000 - January 2011
Lincoln Financial Group 2005 - 2008
Sealift, inc April 2003 - December 2004
office furniture co. 1997 - 2003
Health club Manager 1993 - 1997
Skills
Event Management, Corporate Events, Event Planning, Weddings, Parties, Wedding Planning, Social Media, Birthdays, Entertainment, Customer Service
Education
Katharine Gibbs 1990 — 1991
Farmingdale State University of New York
Tara Gardner's Lincoln Financial Group Experience 2002 - 2013
Job Executive Assistant at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management December 2013 - Present
Lincoln Financial Group 2002 - 2013
Merrill Lynch March 2001 - December 2002
Merrill Lynch June 2000 - March 2001
Skills
Strategic Financial..., Administrative..., Mutual Funds, Financial Services, Insurance, Retirement Planning, Series 7, Retirement, Investments, Series 63, Life Insurance, Fixed Annuities
Education
Fairfield University 1992 — 1996
Bachelor of Science (BS), Marketing
Deutsche Asset & Wealth Management December 2013 - Present
Lincoln Financial Group 2002 - 2013
Merrill Lynch March 2001 - December 2002
Merrill Lynch June 2000 - March 2001
Skills
Strategic Financial..., Administrative..., Mutual Funds, Financial Services, Insurance, Retirement Planning, Series 7, Retirement, Investments, Series 63, Life Insurance, Fixed Annuities
Education
Fairfield University 1992 — 1996
Bachelor of Science (BS), Marketing
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO