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
Jeffrey Eilers Jeffrey Eilers's Lincoln Financial Group Experience October 1996 - February 2009
Job Regional Vice President & Director of Sales Trainee Program
Industry Insurance
Experience
Mutual of Omaha February 2009 - Present
Lincoln Financial Group October 1996 - February 2009
Lincoln Financial Group October 1993 - October 1996
MetLife January 1991 - October 1993
Miami Elevator December 1987 - January 1991
Skills
Sales Management, Sales Hiring, Hiring Practices, Sales Process, Group Insurance, Insurance, Life Insurance, Brokers, Employee Benefits, Disability Insurance, Underwriting
Education
Florida State University 1983 — 1987
none
Communication, General
Mutual of Omaha February 2009 - Present
Lincoln Financial Group October 1996 - February 2009
Lincoln Financial Group October 1993 - October 1996
MetLife January 1991 - October 1993
Miami Elevator December 1987 - January 1991
Skills
Sales Management, Sales Hiring, Hiring Practices, Sales Process, Group Insurance, Insurance, Life Insurance, Brokers, Employee Benefits, Disability Insurance, Underwriting
Education
Florida State University 1983 — 1987
none
Communication, General
Paul Alegi Paul Alegi's Lincoln Financial Group Experience 2008 - 2009
Job Managing Partner Contego Capital Advisors
Industry Financial Services
Experience
Contego Capital Advisors 2009 - Present
Lincoln Financial Group 2008 - 2009
ING 2006 - 2008
Genworth Financial 2005 - 2006
American Express 2003 - 2005
Transamerica 2000 - 2003
OppenheimerFunds 1996 - 2000
Skills
Securities, Investments, Asset Management, Retirement, 401k, Banking, Mutual Funds, Asset Allocation, Wealth Management, Alternative Investments, Retirement Planning, Financial Planning, Equities, Portfolio Management, Investment Strategies, Risk Management, Fixed Income, Investment Advisory, Customer Relations, Financial Analysis, Strategic Planning, Financial Advisory, Estate Planning, Employee Benefits, Public Speaking, Sales Management, IRA's, Succession Planning, Consultative Selling, Account Management, Financial Modeling, Problem Solving, Series 65, Strategic Financial..., Series 63, Investment Management, FINRA
Education
International Federation for Retirement Education 2004 — 2005
Certified Retirement Counselor, Economics
Six Sigma Certification 2003 — 2004
Executive Green Belt, Business Management
Securities Industry 1997 — 1997
Series 6, 63 and 65 Registrations, Finance
University of Maryland University College 1992 — 1993
History
Montgomery College 1990 — 1992
Elementary Education
Frostburg State University 1989 — 1990
History
Contego Capital Advisors 2009 - Present
Lincoln Financial Group 2008 - 2009
ING 2006 - 2008
Genworth Financial 2005 - 2006
American Express 2003 - 2005
Transamerica 2000 - 2003
OppenheimerFunds 1996 - 2000
Skills
Securities, Investments, Asset Management, Retirement, 401k, Banking, Mutual Funds, Asset Allocation, Wealth Management, Alternative Investments, Retirement Planning, Financial Planning, Equities, Portfolio Management, Investment Strategies, Risk Management, Fixed Income, Investment Advisory, Customer Relations, Financial Analysis, Strategic Planning, Financial Advisory, Estate Planning, Employee Benefits, Public Speaking, Sales Management, IRA's, Succession Planning, Consultative Selling, Account Management, Financial Modeling, Problem Solving, Series 65, Strategic Financial..., Series 63, Investment Management, FINRA
Education
International Federation for Retirement Education 2004 — 2005
Certified Retirement Counselor, Economics
Six Sigma Certification 2003 — 2004
Executive Green Belt, Business Management
Securities Industry 1997 — 1997
Series 6, 63 and 65 Registrations, Finance
University of Maryland University College 1992 — 1993
History
Montgomery College 1990 — 1992
Elementary Education
Frostburg State University 1989 — 1990
History
Cindy Rowland Cindy Rowland's Lincoln Financial Group Experience December 2000 - August 2002
Job Senior Financial Advisor | Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Morgan Stanley Wealth Management July 2008 - March 2012
State Farm August 2002 - April 2008
Lincoln Financial Group December 2000 - August 2002
Rowland Family Management November 1996 - November 2000
Hill Design April 1990 - September 1996
Enterprise Capital 1987 - 1990
VanKampen 1984 - 1987
Nuveen Investments 1981 - 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63, IRAs, Multi-generational..., Building Relationships, Estate Planning
Education
Xavier University 2013 — 2016
Bachelor of Arts (BA)
Florida International University 1980 — 1981
Miami International University of Art and Design 1977 — 1979
Associate of Arts (AA)
Merrill Lynch March 2012 - Present
Morgan Stanley Wealth Management July 2008 - March 2012
State Farm August 2002 - April 2008
Lincoln Financial Group December 2000 - August 2002
Rowland Family Management November 1996 - November 2000
Hill Design April 1990 - September 1996
Enterprise Capital 1987 - 1990
VanKampen 1984 - 1987
Nuveen Investments 1981 - 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Advisory, Series 63, IRAs, Multi-generational..., Building Relationships, Estate Planning
Education
Xavier University 2013 — 2016
Bachelor of Arts (BA)
Florida International University 1980 — 1981
Miami International University of Art and Design 1977 — 1979
Associate of Arts (AA)
Merna Rollins, MBA,FLMI,FLHC,DIA,DHP,MHP,PCS's Lincoln Financial Group Experience April 2004 - April 2010
Job Operations Management
Industry Insurance
Experience
MUST Ministries 2011 - 2012
Lincoln Financial Group April 2004 - April 2010
Canada Life Assurance Co 2001 - April 2004
Canada Life Assurance Co 2000 - 2001
Canada Life Assurance 1999 - 2000
LOMA 1996 - 1999
MAG Mutual Insurance Company 1989 - 1996
Skills
Risk Management, Training, Leadership, Insurance, Employee Benefits, Disability Insurance, Claim, Operations Management, Health Insurance, Life Insurance, Claims Management, Term Life Insurance, Workers Compensation, Retirement Planning, Performance Management, Pro-active Leader, Management, Project Management, Reinsurance, Team Leadership, Customer Service, Strategic Planning, Change Management, Product Management
Education
Regis University 1998 — 2000
Master of Business Administration (MBA)
Georgia State University
Bachelor of Business Administration (B.B.A.), Insurance
MUST Ministries 2011 - 2012
Lincoln Financial Group April 2004 - April 2010
Canada Life Assurance Co 2001 - April 2004
Canada Life Assurance Co 2000 - 2001
Canada Life Assurance 1999 - 2000
LOMA 1996 - 1999
MAG Mutual Insurance Company 1989 - 1996
Skills
Risk Management, Training, Leadership, Insurance, Employee Benefits, Disability Insurance, Claim, Operations Management, Health Insurance, Life Insurance, Claims Management, Term Life Insurance, Workers Compensation, Retirement Planning, Performance Management, Pro-active Leader, Management, Project Management, Reinsurance, Team Leadership, Customer Service, Strategic Planning, Change Management, Product Management
Education
Regis University 1998 — 2000
Master of Business Administration (MBA)
Georgia State University
Bachelor of Business Administration (B.B.A.), Insurance
Kurt Guske Kurt Guske's Lincoln Financial Group Experience February 2004 - August 2006
Job Senior Vice President, Head of Product & Solution Development, AIG Consumer Insurance
Industry Insurance
Experience
AIG October 2013 - Present
Protective Life September 2011 - October 2013
Genworth Financial August 2006 - September 2011
Lincoln Financial Group February 2004 - August 2006
Genworth Financial March 2000 - February 2004
Skills
Product Development, Actuarial Science, Insurance, Fixed Annuities, Life Insurance, Reinsurance
Education
Georgia Southern University
SpeakEasy
AIG October 2013 - Present
Protective Life September 2011 - October 2013
Genworth Financial August 2006 - September 2011
Lincoln Financial Group February 2004 - August 2006
Genworth Financial March 2000 - February 2004
Skills
Product Development, Actuarial Science, Insurance, Fixed Annuities, Life Insurance, Reinsurance
Education
Georgia Southern University
SpeakEasy
Aria Fiore Aria Fiore's Lincoln Financial Group Experience April 2015 - Present
Job Claims Examiner at Lincoln Financial Group
Industry Construction
Experience
Lincoln Financial Group April 2015 - Present
Property Masters Inc January 2015 - April 2015
Atlanta Interfaith Broadcasters, Inc. November 2013 - January 2015
Atlanta Interfaith Broadcasters, Inc. November 2012 - November 2013
Atlanta Interfaith Broadcasters, Inc. November 2011 - October 2012
Skills
Broadcast, Television, New Media, Broadcast Television, Radio, Broadcast Journalism, Media Production, Producing, Video Production, Video, Final Cut Pro, Digital Media, Voice Over, Post Production, Documentaries, Videography, Storytelling, News Writing, Video Editing, Multimedia, Social Media, Entertainment, Journalism, Editing, Social Networking
Education
Georgia State University 2005 — 2011
B.A., Sociology
Kennesaw State University
Lincoln Financial Group April 2015 - Present
Property Masters Inc January 2015 - April 2015
Atlanta Interfaith Broadcasters, Inc. November 2013 - January 2015
Atlanta Interfaith Broadcasters, Inc. November 2012 - November 2013
Atlanta Interfaith Broadcasters, Inc. November 2011 - October 2012
Skills
Broadcast, Television, New Media, Broadcast Television, Radio, Broadcast Journalism, Media Production, Producing, Video Production, Video, Final Cut Pro, Digital Media, Voice Over, Post Production, Documentaries, Videography, Storytelling, News Writing, Video Editing, Multimedia, Social Media, Entertainment, Journalism, Editing, Social Networking
Education
Georgia State University 2005 — 2011
B.A., Sociology
Kennesaw State University
Eric Fetcho Eric Fetcho's Lincoln Financial Group Experience January 2006 - July 2013
Job Technical Event Producer
Industry Events Services
Experience
Fetch Live Productions June 2013 - Present
Concordville Fire & Protective Association 2013 - Present
IMS Technology Services June 2013 - June 2014
Southwest Fire District January 2007 - July 2013
Lincoln Financial Group January 2006 - July 2013
Freelance Photographer January 2004 - February 2008
Markey's Rental and Staging 2001 - 2006
Skills
Video Production, Video, Television Production, Multimedia, Photography, Production, Editing, Mac, Adobe Creative Suite, Photoshop, Final Cut Pro, Television, New Media, Social Media, Recording, Video Editing, Event Planning, Event Management, Social Networking, Film, Social Media Marketing, Microsoft Office, PowerPoint, Video Conferencing, Videographer, Producing, HD Video, Videography, Camera, Digital Photography, Entertainment, Creative Direction, Production Managment, Media Production, Copy Editing, Email Marketing, Lighting, Live Events, Corporate Events, Sound, Digital Media, Broadcast, Advertising, Content Management, Camera Operating, Directing, Commercials, After Effects, Audio Editing, Production Management
Education
Full Sail University
AS, Film Production
Fetch Live Productions June 2013 - Present
Concordville Fire & Protective Association 2013 - Present
IMS Technology Services June 2013 - June 2014
Southwest Fire District January 2007 - July 2013
Lincoln Financial Group January 2006 - July 2013
Freelance Photographer January 2004 - February 2008
Markey's Rental and Staging 2001 - 2006
Skills
Video Production, Video, Television Production, Multimedia, Photography, Production, Editing, Mac, Adobe Creative Suite, Photoshop, Final Cut Pro, Television, New Media, Social Media, Recording, Video Editing, Event Planning, Event Management, Social Networking, Film, Social Media Marketing, Microsoft Office, PowerPoint, Video Conferencing, Videographer, Producing, HD Video, Videography, Camera, Digital Photography, Entertainment, Creative Direction, Production Managment, Media Production, Copy Editing, Email Marketing, Lighting, Live Events, Corporate Events, Sound, Digital Media, Broadcast, Advertising, Content Management, Camera Operating, Directing, Commercials, After Effects, Audio Editing, Production Management
Education
Full Sail University
AS, Film Production
M. Herman Bell M. Herman Bell's Lincoln Financial Group Experience January 1981 - May 1997
Job Entrepreneur and Retired Military Officer
Industry Marketing and Advertising
Experience
TGFWEALTH April 2013 - Present
Lincoln Financial Group January 1981 - May 1997
US Army Special March 1958 - November 1979
Skills
Management Consulting, Public Speaking, Solution Selling, Business Strategy, Litigation, Negotiation, Marketing Strategy, Customer Service, Marketing, Team Building, New Business Development, Sales Management, Team Leadership, Online Marketing, Direct Sales, Small Business, Budgets, Entrepreneurship, Sales, Real Estate, Time Management, Start-ups, Social Networking, Social Media Marketing, Public Relations, Online Advertising, Leadership, Business Development, Advertising, Strategy, Marketing Communications, Lead Generation, Email Marketing, Marketing Management, Strategic Partnerships, Social Media, Event Management, Business Planning, E-commerce
Education
Georgia State University 1976 — 1978
Master of Education (MEd)
Florida A&M University 1953 — 1957
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies
Purdue University
Master's degree, Professional Management
TGFWEALTH April 2013 - Present
Lincoln Financial Group January 1981 - May 1997
US Army Special March 1958 - November 1979
Skills
Management Consulting, Public Speaking, Solution Selling, Business Strategy, Litigation, Negotiation, Marketing Strategy, Customer Service, Marketing, Team Building, New Business Development, Sales Management, Team Leadership, Online Marketing, Direct Sales, Small Business, Budgets, Entrepreneurship, Sales, Real Estate, Time Management, Start-ups, Social Networking, Social Media Marketing, Public Relations, Online Advertising, Leadership, Business Development, Advertising, Strategy, Marketing Communications, Lead Generation, Email Marketing, Marketing Management, Strategic Partnerships, Social Media, Event Management, Business Planning, E-commerce
Education
Georgia State University 1976 — 1978
Master of Education (MEd)
Florida A&M University 1953 — 1957
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies
Purdue University
Master's degree, Professional Management
David Chorba, CIMA®, AIFA ® David Chorba, CIMA®, AIFA ®'s Lincoln Financial Group Experience 2001 - 2009
Job East Division Sales Manager, Delaware Investments, mbr. of Macquarie Group|Founder Golf Align, LLC makers of Chalk Shot
Industry Financial Services
Experience
Delaware Investments April 2014 - Present
Delaware Investments, a member of the Macquarie Group 2001 - March 2014
Lincoln Financial Group 2001 - 2009
Verizon 1995 - 2000
Sharp Electronics 1992 - 1995
Skills
Separately Managed..., Series 65, Asset Management, Series 7, Retirement Planning, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Investments, Wealth Management, Series 6
Education
Furman University 1988 — 1992
MA, History, accounting
Delaware Investments April 2014 - Present
Delaware Investments, a member of the Macquarie Group 2001 - March 2014
Lincoln Financial Group 2001 - 2009
Verizon 1995 - 2000
Sharp Electronics 1992 - 1995
Skills
Separately Managed..., Series 65, Asset Management, Series 7, Retirement Planning, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Investments, Wealth Management, Series 6
Education
Furman University 1988 — 1992
MA, History, accounting
Richard J. Kuhn Richard J. Kuhn's Lincoln Financial Group Experience January 1989 - February 1991
Job Insurance Executive
Industry Insurance
Experience
New Wave Benefits llc January 2010 - December 2014
Wells Fargo Insurance Services April 2008 - January 2010
NLI America August 2002 - August 2007
Empire Blue Cross and Blue Shield March 1992 - April 2002
Lincoln Financial Group January 1989 - February 1991
Skills
Sales, Marketing Strategy, Leadership, Selling, Insurance, Employee Benefits, Business Development, Small Business, Sales Management, Negotiation, Health Insurance, Contract Negotiation, Marketing, Group Insurance, Whole Life, Budgets, Recruiting, Critical Illness, Operations Management, Voluntary Employee..., Group Medical, Health Care Reform, Leadership Development, Disability Insurance
Education
University of Pennsylvania - The Wharton School
Executive Education, Wharton Business School Of Executive Education
Florida Atlantic University
B.S., Education-Business
New Wave Benefits llc January 2010 - December 2014
Wells Fargo Insurance Services April 2008 - January 2010
NLI America August 2002 - August 2007
Empire Blue Cross and Blue Shield March 1992 - April 2002
Lincoln Financial Group January 1989 - February 1991
Skills
Sales, Marketing Strategy, Leadership, Selling, Insurance, Employee Benefits, Business Development, Small Business, Sales Management, Negotiation, Health Insurance, Contract Negotiation, Marketing, Group Insurance, Whole Life, Budgets, Recruiting, Critical Illness, Operations Management, Voluntary Employee..., Group Medical, Health Care Reform, Leadership Development, Disability Insurance
Education
University of Pennsylvania - The Wharton School
Executive Education, Wharton Business School Of Executive Education
Florida Atlantic University
B.S., Education-Business
Christina Charbonneau, MBA Christina Charbonneau, MBA's Lincoln Financial Group Experience May 1996 - July 2007
Job Senior District Manager, AIG VALIC Financial Advisors
Industry Financial Services
Experience
AIG Life & Retirement - VALIC August 2010 - Present
VALIC July 2007 - August 2010
Lincoln Financial Group May 1996 - July 2007
VALIC June 1997 - May 1999
Great-West April 1996 - June 1997
Mackenzie Ivy Funds 1993 - 1996
Education
Florida Atlantic University 1993 — 1996
MBA, Business Administration
Florida International University - College of Business Administration 1988 — 1991
BBA, Management
AIG Life & Retirement - VALIC August 2010 - Present
VALIC July 2007 - August 2010
Lincoln Financial Group May 1996 - July 2007
VALIC June 1997 - May 1999
Great-West April 1996 - June 1997
Mackenzie Ivy Funds 1993 - 1996
Education
Florida Atlantic University 1993 — 1996
MBA, Business Administration
Florida International University - College of Business Administration 1988 — 1991
BBA, Management
Muhammad Raza Rehman (Raza) Muhammad Raza Rehman (Raza)'s Lincoln Financial Group Experience June 2011 - November 2011
Job
Industry Information Technology and Services
Experience
LabCorp December 2011 - Present
Lincoln Financial Group June 2011 - November 2011
Virtensys June 2010 - September 2011
IBM March 2009 - June 2010
IBM October 2008 - February 2009
IBM January 2005 - October 2008
IBM January 2003 - January 2005
IBM October 1996 - January 2003
Analysts International Corporation (AIC) July 1996 - October 1996
Skills
Certified Project..., People Management, Offshore Resource..., Quality Assurance, PMP, Testing, Software Project..., Disaster Recovery, Governance, SDLC, Process Improvement, Change Management, Management, Team-spirited, Vendor Management, Project Management, Project Planning, Unix, Visio, Communication, Virtualization, Software Development, Requirements Analysis, Program Management, Cross-functional Team..., Troubleshooting, Leadership, Business Intelligence, Data Center, ITIL, Integration, IT Strategy, Software Quality..., Agile Methodologies, Quality Center, IT Management, Cloud Computing, Business Analysis, IT Service Management, SharePoint, Solution Architecture, Software Documentation, Business Process, PMO, Requirements Gathering
Education
Florida International University 1986 — 1992
BS
LabCorp December 2011 - Present
Lincoln Financial Group June 2011 - November 2011
Virtensys June 2010 - September 2011
IBM March 2009 - June 2010
IBM October 2008 - February 2009
IBM January 2005 - October 2008
IBM January 2003 - January 2005
IBM October 1996 - January 2003
Analysts International Corporation (AIC) July 1996 - October 1996
Skills
Certified Project..., People Management, Offshore Resource..., Quality Assurance, PMP, Testing, Software Project..., Disaster Recovery, Governance, SDLC, Process Improvement, Change Management, Management, Team-spirited, Vendor Management, Project Management, Project Planning, Unix, Visio, Communication, Virtualization, Software Development, Requirements Analysis, Program Management, Cross-functional Team..., Troubleshooting, Leadership, Business Intelligence, Data Center, ITIL, Integration, IT Strategy, Software Quality..., Agile Methodologies, Quality Center, IT Management, Cloud Computing, Business Analysis, IT Service Management, SharePoint, Solution Architecture, Software Documentation, Business Process, PMO, Requirements Gathering
Education
Florida International University 1986 — 1992
BS
Aldridge Keith Aldridge Keith's Lincoln Financial Group Experience August 2002 - September 2006
Job Information Technology Professional
Industry Information Technology and Services
Experience
ACK Ventures August 2006 - Present
Lincoln Financial Group August 2002 - September 2006
Inmar October 1999 - August 2002
Skills
Business Analysis, Databases, Project Management, Analysis, Leadership, Web Applications, Information Technology, Data Migration, System Architecture, Manufacturing, Customer Service, SDLC, Vendor Management, Process Improvement, Requirements Analysis, Agile Methodologies, Software Documentation
Education
CodeFoundry
CodeFoundry
Howard University
Bachelor of Science (BS), Mathematics and Computer Science
Forsyth Technical Community College 2013 — 2015
ACK Ventures August 2006 - Present
Lincoln Financial Group August 2002 - September 2006
Inmar October 1999 - August 2002
Skills
Business Analysis, Databases, Project Management, Analysis, Leadership, Web Applications, Information Technology, Data Migration, System Architecture, Manufacturing, Customer Service, SDLC, Vendor Management, Process Improvement, Requirements Analysis, Agile Methodologies, Software Documentation
Education
CodeFoundry
CodeFoundry
Howard University
Bachelor of Science (BS), Mathematics and Computer Science
Forsyth Technical Community College 2013 — 2015
Judy (Flynn) Hardy ACS, AIAA,AIRC, FLMI Judy (Flynn) Hardy ACS, AIAA,AIRC, FLMI's Lincoln Financial Group Experience January 1986 - Present
Job Senior QA BA at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group January 1986 - Present
NEOESR 1997 - 2012
Jefferson Pilot Financial 1997 - 2006
Chubb Life Insurance Co January 1986 - April 1997
Skills
Process Improvement, Business Requirements, Analysis, Business Analysis, Requirements Gathering, Insurance, SharePoint, MS Project, Project Management, Financial Services, Data Analysis, Access, Fixed Annuities, Program Management, Change Management, Requirements Analysis, Project Planning, Mutual Funds, Health Insurance, Call Center, Disaster Recovery, Investments, Call Centers, Software Documentation, Testing, Quality Assurance, Leadership, Risk Management, SDLC, Team Leadership
Education
Concord High School
Franklin Pierce University
CIS, Computers & Business Management
NHTI, Concord's Community College
Business Adminstration
Lincoln Financial Group January 1986 - Present
NEOESR 1997 - 2012
Jefferson Pilot Financial 1997 - 2006
Chubb Life Insurance Co January 1986 - April 1997
Skills
Process Improvement, Business Requirements, Analysis, Business Analysis, Requirements Gathering, Insurance, SharePoint, MS Project, Project Management, Financial Services, Data Analysis, Access, Fixed Annuities, Program Management, Change Management, Requirements Analysis, Project Planning, Mutual Funds, Health Insurance, Call Center, Disaster Recovery, Investments, Call Centers, Software Documentation, Testing, Quality Assurance, Leadership, Risk Management, SDLC, Team Leadership
Education
Concord High School
Franklin Pierce University
CIS, Computers & Business Management
NHTI, Concord's Community College
Business Adminstration
David Huffman, ChFC, CRPC David Huffman, ChFC, CRPC's Lincoln Financial Group Experience 2001 - 2004
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica March 2010 - Present
Allianz Life January 2005 - March 2010
Jackson National Life 2004 - 2005
Lincoln Financial Group 2001 - 2004
Nationwide Life January 1999 - January 2001
Huffman Financial Group January 1997 - January 1999
Skills
Chartered Financial..., Chartered Retirement..., Series 7, Series 63, Florida Life, Health,...
Education
Georgia Southern University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General, Cum Laude
Transamerica March 2010 - Present
Allianz Life January 2005 - March 2010
Jackson National Life 2004 - 2005
Lincoln Financial Group 2001 - 2004
Nationwide Life January 1999 - January 2001
Huffman Financial Group January 1997 - January 1999
Skills
Chartered Financial..., Chartered Retirement..., Series 7, Series 63, Florida Life, Health,...
Education
Georgia Southern University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General, Cum Laude
Amber Lewis Amber Lewis's Lincoln Financial Group Experience March 2006 - August 2012
Job Consultant, Voluntary Benefits Solutions
Industry Financial Services
Experience
Towers Watson May 2015 - Present
Mercer November 2012 - April 2015
Lincoln Financial Group March 2006 - August 2012
Broadspire November 1999 - March 2006
Dey Pharma L.P January 1998 - November 1999
Tenet South Florida HealthSystems,Inc. June 1995 - January 1998
NCCI Holdings, Inc February 1993 - May 1995
Associated Industries of Florida January 1991 - January 1993
Skills
Insurance, Process Improvement, Vendor Management, Strategic Planning, Financial Analysis, Employee Benefits, Microsoft Office, Change Management, Negotiation, Business Strategy, Training, Performance Management, Human Resources, Employee Relations, Leadership, Coaching, Claim, Health Insurance
Education
Florida Atlantic University 1984 — 1989
Bachelors of Arts BA, Psycholgy
Towers Watson May 2015 - Present
Mercer November 2012 - April 2015
Lincoln Financial Group March 2006 - August 2012
Broadspire November 1999 - March 2006
Dey Pharma L.P January 1998 - November 1999
Tenet South Florida HealthSystems,Inc. June 1995 - January 1998
NCCI Holdings, Inc February 1993 - May 1995
Associated Industries of Florida January 1991 - January 1993
Skills
Insurance, Process Improvement, Vendor Management, Strategic Planning, Financial Analysis, Employee Benefits, Microsoft Office, Change Management, Negotiation, Business Strategy, Training, Performance Management, Human Resources, Employee Relations, Leadership, Coaching, Claim, Health Insurance
Education
Florida Atlantic University 1984 — 1989
Bachelors of Arts BA, Psycholgy
Courtney Hancock Courtney Hancock's Lincoln Financial Group Experience May 2013 - July 2014
Job EDI QA Analyst at Union Pacific Railroad
Industry Information Technology and Services
Experience
Union Pacific Railroad July 2014 - Present
Lincoln Financial Group May 2013 - July 2014
The Home Depot June 2012 - April 2013
CCA and B, LLC June 2011 - May 2012
The Home Depot September 2010 - June 2011
The Home Depot September 2008 - September 2010
Associated Credit Union November 2003 - September 2008
Skills
Inventory Management, Shipping, EDI, Process Improvement, Business Analysis, Supply Chain Management, Supply Chain..., ERP, Business Requirements, Requirements Analysis, Project Implementation, SAP, GIS, Six Sigma, Vendor Management, Compliance, Home Depot, Business Intelligence, Global Sourcing, Global Logistics, International Logistics, X12, XML, Databases, XML Schema, Data Integration, IDOC, Microsoft Dynamics, Software Project..., Supply Chain, DMAIC, Design Methodology, Data Conversion, Wholesaling, Transportation, Transportation Planning, Process Optimization, Procurement, RFP, RFP preparation, B2B, B2B Integration, B2B eCommerce, B2B services, Logistics, Oracle, Business Process, Program Management, Forecasting, Management
Education
Georgia State University 2007 — 2009
B.A, Political Science (Pre Law)
Georgia Perimeter College 2002 — 2004
A.S, Computer Science
Union Pacific Railroad July 2014 - Present
Lincoln Financial Group May 2013 - July 2014
The Home Depot June 2012 - April 2013
CCA and B, LLC June 2011 - May 2012
The Home Depot September 2010 - June 2011
The Home Depot September 2008 - September 2010
Associated Credit Union November 2003 - September 2008
Skills
Inventory Management, Shipping, EDI, Process Improvement, Business Analysis, Supply Chain Management, Supply Chain..., ERP, Business Requirements, Requirements Analysis, Project Implementation, SAP, GIS, Six Sigma, Vendor Management, Compliance, Home Depot, Business Intelligence, Global Sourcing, Global Logistics, International Logistics, X12, XML, Databases, XML Schema, Data Integration, IDOC, Microsoft Dynamics, Software Project..., Supply Chain, DMAIC, Design Methodology, Data Conversion, Wholesaling, Transportation, Transportation Planning, Process Optimization, Procurement, RFP, RFP preparation, B2B, B2B Integration, B2B eCommerce, B2B services, Logistics, Oracle, Business Process, Program Management, Forecasting, Management
Education
Georgia State University 2007 — 2009
B.A, Political Science (Pre Law)
Georgia Perimeter College 2002 — 2004
A.S, Computer Science
Tim Bonisteel Tim Bonisteel's Lincoln Financial Group Experience March 2014 - Present
Job Assistant Vice President at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2014 - Present
Lincoln Financial Group May 2010 - March 2014
Lincoln Financial Group August 2006 - May 2010
Skills
Financial Services, Risk Management, Investment Advisory, Investments, Compliance, Series 7, Series 24, Series 63
Education
Franklin Pierce University
Bachelor's degree, Finance/Accounting
Hawaii Pacific University
Computer Science
Lincoln Financial Group March 2014 - Present
Lincoln Financial Group May 2010 - March 2014
Lincoln Financial Group August 2006 - May 2010
Skills
Financial Services, Risk Management, Investment Advisory, Investments, Compliance, Series 7, Series 24, Series 63
Education
Franklin Pierce University
Bachelor's degree, Finance/Accounting
Hawaii Pacific University
Computer Science
Lily Badger's Lincoln Financial Group Experience 2005 - 2006
Job Brand Manager, FIJI Water
Industry Consumer Goods
Experience
FIJI Water May 2015 - Present
Unilever February 2015 - May 2015
Unilever May 2014 - February 2015
Unilever June 2012 - May 2014
NYU Stern School of Business September 2011 - May 2012
Unilever May 2011 - August 2011
Georgetown University December 2008 - June 2010
Universum December 2007 - September 2008
Lincoln Financial Distributors August 2006 - November 2007
Lincoln Financial Group 2005 - 2006
Skills
Competitive Analysis, Marketing, Market Research, Strategic Planning, Leadership Development, Strategy, Business Development, Marketing Strategy, Market Analysis, Business Strategy, Project Management, Data Analysis, Research, Product Development, Product Management, Entrepreneurship, Strategic Communications, Digital Marketing, Digital Strategy, Analytics, Brand Management, Brand Development, Marketing Research, Customer Insight, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Marketing, Finance & Social Impact & Innovation
Georgetown University 2001 — 2005
BA, Economics
FIJI Water May 2015 - Present
Unilever February 2015 - May 2015
Unilever May 2014 - February 2015
Unilever June 2012 - May 2014
NYU Stern School of Business September 2011 - May 2012
Unilever May 2011 - August 2011
Georgetown University December 2008 - June 2010
Universum December 2007 - September 2008
Lincoln Financial Distributors August 2006 - November 2007
Lincoln Financial Group 2005 - 2006
Skills
Competitive Analysis, Marketing, Market Research, Strategic Planning, Leadership Development, Strategy, Business Development, Marketing Strategy, Market Analysis, Business Strategy, Project Management, Data Analysis, Research, Product Development, Product Management, Entrepreneurship, Strategic Communications, Digital Marketing, Digital Strategy, Analytics, Brand Management, Brand Development, Marketing Research, Customer Insight, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Marketing, Finance & Social Impact & Innovation
Georgetown University 2001 — 2005
BA, Economics
Rob Kleiner Rob Kleiner's Lincoln Financial Group Experience January 2001 - January 2008
Job Insurance Professional
Industry Insurance
Experience
Northeast Delta Dental 2012 - Present
UnitedHealth Group December 2008 - June 2012
Lincoln Financial Group January 2001 - January 2008
Lincoln Financial Group January 2001 - January 2004
WNNH-WHOB 99.1 FM January 1997 - January 2001
Skills
HTML, Insurance, Drupal, Excel, SQL, Quality Assurance, Copywriting, Newsletters, Online Marketing, Marketing Strategy
Education
Franklin Pierce University
B.S. Degree, Marketing
NHTI, Concord's Community College
A.S. Degree, Business Management; Accounting
University of New Hampshire
Computer Science
Northeast Delta Dental 2012 - Present
UnitedHealth Group December 2008 - June 2012
Lincoln Financial Group January 2001 - January 2008
Lincoln Financial Group January 2001 - January 2004
WNNH-WHOB 99.1 FM January 1997 - January 2001
Skills
HTML, Insurance, Drupal, Excel, SQL, Quality Assurance, Copywriting, Newsletters, Online Marketing, Marketing Strategy
Education
Franklin Pierce University
B.S. Degree, Marketing
NHTI, Concord's Community College
A.S. Degree, Business Management; Accounting
University of New Hampshire
Computer Science
Brad Calhoun Brad Calhoun's Lincoln Financial Group Experience 2007 - 2008
Job Managing Director at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial 2011 - Present
ING Investment Management 2008 - 2010
Lincoln Financial Group 2007 - 2008
OppenheimerFunds 2005 - 2007
Mutual of America 2004 - 2006
United American Insurance 1998 - 2005
Skills
Series 6, Series 7, Series 63, Series 65, Insurance Planning, Financial Planning, Financial Management, Financial Advisory, Disability Insurance, Insurance Management, Sales Management, Retirement Planning, Retirement Plans, Retirement Services, Retirement Solutions, Retirement Income..., Investments, Investment Advisory, Investment Products, Investment Strategies, Alternative Investments, Mutual Funds, IRA's, Roth IRA, Simple IRA, SEP, IRA Rollovers, Annuities, Strategic Financial..., Training & Development
Education
Regis University
MBA
Georgia Southern University
Bachelor
Shoemaker Financial 2011 - Present
ING Investment Management 2008 - 2010
Lincoln Financial Group 2007 - 2008
OppenheimerFunds 2005 - 2007
Mutual of America 2004 - 2006
United American Insurance 1998 - 2005
Skills
Series 6, Series 7, Series 63, Series 65, Insurance Planning, Financial Planning, Financial Management, Financial Advisory, Disability Insurance, Insurance Management, Sales Management, Retirement Planning, Retirement Plans, Retirement Services, Retirement Solutions, Retirement Income..., Investments, Investment Advisory, Investment Products, Investment Strategies, Alternative Investments, Mutual Funds, IRA's, Roth IRA, Simple IRA, SEP, IRA Rollovers, Annuities, Strategic Financial..., Training & Development
Education
Regis University
MBA
Georgia Southern University
Bachelor
Ralph E. Butts Ralph E. Butts's Lincoln Financial Group Experience November 2014 - April 2015
Job Contract Program Manager at Voya Financial
Industry Information Technology and Services
Experience
Voya Financial April 2015 - Present
Lincoln Financial Group November 2014 - April 2015
MassMutual Financial Group December 2010 - November 2014
Modis Columbus November 2010 - December 2010
B and R Consulting, Incorporated January 2007 - November 2010
Franklin Computer Services Group January 2007 - September 2010
Cardinal Health January 2006 - January 2007
Quick Solutions Incorporated January 2005 - January 2006
Nationwide Insurance Company January 1999 - January 2004
Nationwide Insurance Company January 1996 - January 1999
Skills
Project Management, Project Planning, SDLC, MS Project, Management, Leadership, Business Process, Training, Analysis, PMO, Testing, IT Service Management, Budgets, Contract Negotiation, Strategy, Telecommunications, Program Management, Business Process..., Project Portfolio..., Vendor Management, IT Strategy, Team Building, Business Intelligence, IT Management, Project Delivery, Strategic Planning, Process Improvement
Education
Project Management Institute 2003 — 2003
PMP, Project Management Professional
Franklin University 1999 — 2001
MBA, Executive Management
Saint Leo University 1997 — 1999
BA, Business Management
Columbus State Community College 1987 — 1989
Associate of Arts, Business Management
Voya Financial April 2015 - Present
Lincoln Financial Group November 2014 - April 2015
MassMutual Financial Group December 2010 - November 2014
Modis Columbus November 2010 - December 2010
B and R Consulting, Incorporated January 2007 - November 2010
Franklin Computer Services Group January 2007 - September 2010
Cardinal Health January 2006 - January 2007
Quick Solutions Incorporated January 2005 - January 2006
Nationwide Insurance Company January 1999 - January 2004
Nationwide Insurance Company January 1996 - January 1999
Skills
Project Management, Project Planning, SDLC, MS Project, Management, Leadership, Business Process, Training, Analysis, PMO, Testing, IT Service Management, Budgets, Contract Negotiation, Strategy, Telecommunications, Program Management, Business Process..., Project Portfolio..., Vendor Management, IT Strategy, Team Building, Business Intelligence, IT Management, Project Delivery, Strategic Planning, Process Improvement
Education
Project Management Institute 2003 — 2003
PMP, Project Management Professional
Franklin University 1999 — 2001
MBA, Executive Management
Saint Leo University 1997 — 1999
BA, Business Management
Columbus State Community College 1987 — 1989
Associate of Arts, Business Management
Glenn Hain, ChFC, CRPC, CRPS's Lincoln Financial Group Experience June 1995 - February 1998
Job Vice President, Financial Advisor, Wealth Management
Industry Financial Services
Experience
Merrill Lynch January 2004 - Present
UVEST Financial Services March 1998 - December 2001
Lincoln Financial Group June 1995 - February 1998
Wyeth Pharmaceutical August 1984 - March 1995
Education
College for Financial Planning 2006 — 2006
Chartered Retirement Plans Specialist (CRPS)
College of Financial Planning 2001 — 2001
Certified Retirement Planning Consultant (CRPC)
The American College of Financial Services 1995 — 1998
Chartered Financial Consultant (ChFC)
Frostburg State University 1990 — 1994
Master of Business Administration (M.B.A.)
Mansfield University of Pennsylvania 1979 — 1984
Bachelor's Degree, Biology
Merrill Lynch January 2004 - Present
UVEST Financial Services March 1998 - December 2001
Lincoln Financial Group June 1995 - February 1998
Wyeth Pharmaceutical August 1984 - March 1995
Education
College for Financial Planning 2006 — 2006
Chartered Retirement Plans Specialist (CRPS)
College of Financial Planning 2001 — 2001
Certified Retirement Planning Consultant (CRPC)
The American College of Financial Services 1995 — 1998
Chartered Financial Consultant (ChFC)
Frostburg State University 1990 — 1994
Master of Business Administration (M.B.A.)
Mansfield University of Pennsylvania 1979 — 1984
Bachelor's Degree, Biology
Dominick Capolarello's Lincoln Financial Group Experience August 2015 - Present
Job Senior Sales Representative at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2015 - Present
Guardian Life August 2013 - July 2015
Skills
Disability Insurance, Employee Benefits, Life Insurance, Brokers, DBL, Dental Insurance, Leadership, Accident, Affordable Care Act, Stop Loss, Sales, Strategic Planning
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Marketing and Finance
Manhasset High School 2005 — 2009
Lincoln Financial Group August 2015 - Present
Guardian Life August 2013 - July 2015
Skills
Disability Insurance, Employee Benefits, Life Insurance, Brokers, DBL, Dental Insurance, Leadership, Accident, Affordable Care Act, Stop Loss, Sales, Strategic Planning
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Marketing and Finance
Manhasset High School 2005 — 2009
Nathan J Riley Nathan J Riley's Lincoln Financial Group Experience June 2013 - Present
Job BA Political Science and History
Industry Government Relations
Experience
Lincoln Financial Group June 2013 - Present
State of Indiana December 2012 - April 2013
Qdoba Restaurant Corporation July 2012 - December 2012
Purdue University June 2010 - August 2012
Skills
International Relations, Public Policy, Policy Research, Oral & Written..., Political Science, Customer Service, German, Public Relations, International Policy, Historical Research, American Foreign Policy, World History, German Language Skills, Employee Management, HACCP, Communication
Education
Purdue University 2008 — 2012
BA, Political Science and History
Freie Universität Berlin 2011 — 2011
FU-BEST
Lincoln Financial Group June 2013 - Present
State of Indiana December 2012 - April 2013
Qdoba Restaurant Corporation July 2012 - December 2012
Purdue University June 2010 - August 2012
Skills
International Relations, Public Policy, Policy Research, Oral & Written..., Political Science, Customer Service, German, Public Relations, International Policy, Historical Research, American Foreign Policy, World History, German Language Skills, Employee Management, HACCP, Communication
Education
Purdue University 2008 — 2012
BA, Political Science and History
Freie Universität Berlin 2011 — 2011
FU-BEST
Kenneth F. Main, CRPC. 512 669 6198's Lincoln Financial Group Experience September 2005 - Present
Job Your One Advisor sm, Independent Retirement Income Security Specialist affiliated w Lincoln Financial Group 5127160010
Industry Financial Services
Experience
Lincoln Financial Group September 2005 - Present
Lincoln Financial Group September 2005 - Present
Jefferson Pilot Financial June 1997 - September 2005
Capital Preservation Associates June 1988 - September 2005
Deloitte, Haskins & Sells December 1986 - June 1988
Israeloff, Trattner & Co February 1983 - December 1986
Pan American World Airways February 1980 - February 1983
Diamond International Corporation February 1979 - February 1980
Skills
401k, Retirement Planning, Estate Planning, Retirement, Financial Planners, IRAs, Personal Financial..., High Net Worth..., Insurance, Retirement Plan..., Financial Advisory, Mutual Funds, Series 7, Defined Benefit, Fixed Annuities, Investments, Wealth Management, Financial Goals, Life Insurance, Pensions, Tax, Financial Services, Finance, Tax Preparation, Securities, Auditing, Income Tax, Series 63, Estate Tax Planning, Investment Advisory, Wealth Management..., Personal Finance, Trusts, Long Term Care Insurance, Disability Insurance, Long-term Care, Series 6, Wealth, Investment Management, Asset Allocation, Investment Strategies, Qualified Retirement..., Roth IRA, Series 65, 401k Rollovers, Variable Annuities, Universal Life, Wealth Accumulation, Financial Planning, Management
Education
UT Law CLE 2014 — 2014
N/A, Tax law, N/A
College for Financial Planning 2007 — 2008
Chartered Retirement Planning Counselor, Retirement Counseling
Pace University - Lubin School of Business 1973 — 1980
Bachelor of Business Administration (BBA), BBA
Fordham University 1968 — 1970
specialized studies, psychology
Lincoln Financial Group September 2005 - Present
Lincoln Financial Group September 2005 - Present
Jefferson Pilot Financial June 1997 - September 2005
Capital Preservation Associates June 1988 - September 2005
Deloitte, Haskins & Sells December 1986 - June 1988
Israeloff, Trattner & Co February 1983 - December 1986
Pan American World Airways February 1980 - February 1983
Diamond International Corporation February 1979 - February 1980
Skills
401k, Retirement Planning, Estate Planning, Retirement, Financial Planners, IRAs, Personal Financial..., High Net Worth..., Insurance, Retirement Plan..., Financial Advisory, Mutual Funds, Series 7, Defined Benefit, Fixed Annuities, Investments, Wealth Management, Financial Goals, Life Insurance, Pensions, Tax, Financial Services, Finance, Tax Preparation, Securities, Auditing, Income Tax, Series 63, Estate Tax Planning, Investment Advisory, Wealth Management..., Personal Finance, Trusts, Long Term Care Insurance, Disability Insurance, Long-term Care, Series 6, Wealth, Investment Management, Asset Allocation, Investment Strategies, Qualified Retirement..., Roth IRA, Series 65, 401k Rollovers, Variable Annuities, Universal Life, Wealth Accumulation, Financial Planning, Management
Education
UT Law CLE 2014 — 2014
N/A, Tax law, N/A
College for Financial Planning 2007 — 2008
Chartered Retirement Planning Counselor, Retirement Counseling
Pace University - Lubin School of Business 1973 — 1980
Bachelor of Business Administration (BBA), BBA
Fordham University 1968 — 1970
specialized studies, psychology
Jessica Brackett Jessica Brackett's Lincoln Financial Group Experience August 2014 - July 2015
Job Senior Investor Relations Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2014 - July 2015
Lincoln Financial Group October 2013 - July 2014
Beacon Roofing Supply April 2013 - July 2013
AES Corporation October 2009 - July 2012
Inter-American Dialogue May 2009 - August 2009
Inter-American Dialogue August 2008 - May 2009
Riecken Community Libraries May 2008 - August 2008
North American-Chilean Institute March 2004 - March 2007
Pearson Education June 2006 - July 2006
Austin Independent School District August 2003 - December 2003
Education
Georgetown University
MA, Latin American Studies
The University of Texas at Austin
BA, Spanish and Latin American Studies
Universidad de Chile
Spring Semester Study Abroad
Lincoln Financial Group August 2014 - July 2015
Lincoln Financial Group October 2013 - July 2014
Beacon Roofing Supply April 2013 - July 2013
AES Corporation October 2009 - July 2012
Inter-American Dialogue May 2009 - August 2009
Inter-American Dialogue August 2008 - May 2009
Riecken Community Libraries May 2008 - August 2008
North American-Chilean Institute March 2004 - March 2007
Pearson Education June 2006 - July 2006
Austin Independent School District August 2003 - December 2003
Education
Georgetown University
MA, Latin American Studies
The University of Texas at Austin
BA, Spanish and Latin American Studies
Universidad de Chile
Spring Semester Study Abroad
Preston Roseboro Preston Roseboro's Lincoln Financial Group Experience October 2014 - Present
Job Customer Care Associate at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 2014 - Present
DICK'S Sporting Goods November 2013 - December 2014
LabCorp February 2014 - October 2014
Dick's Sporting Goods March 2012 - November 2013
NC Department of Commerce: Division of Workforce Solutions May 2012 - May 2013
Hospice Care of SC June 2009 - August 2009
Skills
Microsoft Office, Business Economics, Sales, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Data Entry, Recruiting, Outlook, Building Relationships, Team Building, Retail, Administrative..., Accounting, Critical Thinking, Data Analysis, Event Planning, Leadership, Marketing, Nonprofits, Public Speaking, Team-oriented, Time Management
Education
Gardner-Webb University 2015 — 2017
Master of Business Administration (M.B.A.), Accounting and Finance
Wofford College 2007 — 2011
Bachelor of Arts (B.A.), Business Economics
Shelby High School 2003 — 2007
Lincoln Financial Group October 2014 - Present
DICK'S Sporting Goods November 2013 - December 2014
LabCorp February 2014 - October 2014
Dick's Sporting Goods March 2012 - November 2013
NC Department of Commerce: Division of Workforce Solutions May 2012 - May 2013
Hospice Care of SC June 2009 - August 2009
Skills
Microsoft Office, Business Economics, Sales, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Data Entry, Recruiting, Outlook, Building Relationships, Team Building, Retail, Administrative..., Accounting, Critical Thinking, Data Analysis, Event Planning, Leadership, Marketing, Nonprofits, Public Speaking, Team-oriented, Time Management
Education
Gardner-Webb University 2015 — 2017
Master of Business Administration (M.B.A.), Accounting and Finance
Wofford College 2007 — 2011
Bachelor of Arts (B.A.), Business Economics
Shelby High School 2003 — 2007
Bill Foulk's Lincoln Financial Group Experience 2000 - 2014
Job Advisory Representative at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities June 1999 - Present
Lincoln Financial Group 2000 - 2014
American Express Financial Advisors February 1995 - June 1999
Education
Florida Atlantic University 1990 — 1992
BPA, Political Science
Santa Fe Community College 1987 — 1989
AA, General
Lincoln Financial Securities June 1999 - Present
Lincoln Financial Group 2000 - 2014
American Express Financial Advisors February 1995 - June 1999
Education
Florida Atlantic University 1990 — 1992
BPA, Political Science
Santa Fe Community College 1987 — 1989
AA, General
John (Randy) Phillips John (Randy) Phillips's Lincoln Financial Group Experience June 2007 - January 2009
Job Owner, HexCom
Industry Computer Software
Experience
HexCom January 1989 - Present
Lincoln Financial Group June 2007 - January 2009
MSA 1980 - 1988
MSA/DBS 1980 - 1988
Management Science America 1980 - 1988
Dun & Bradstreet Software 1980 - 1988
Dun & Bradstreet Software/Geac 1980 - 1988
Skills
Project Management, Business Intelligence, Requirements Analysis, CRM, Software Implementation, Consulting, Software Development, SaaS, Human Resources, Software Project..., SDLC, Integration, Business Analysis, Enterprise Software, Cloud Computing, Enterprise Architecture, Professional Services
Education
Georgia State University - J. Mack Robinson College of Business 1973 — 1980
BS, Information Systems
HexCom January 1989 - Present
Lincoln Financial Group June 2007 - January 2009
MSA 1980 - 1988
MSA/DBS 1980 - 1988
Management Science America 1980 - 1988
Dun & Bradstreet Software 1980 - 1988
Dun & Bradstreet Software/Geac 1980 - 1988
Skills
Project Management, Business Intelligence, Requirements Analysis, CRM, Software Implementation, Consulting, Software Development, SaaS, Human Resources, Software Project..., SDLC, Integration, Business Analysis, Enterprise Software, Cloud Computing, Enterprise Architecture, Professional Services
Education
Georgia State University - J. Mack Robinson College of Business 1973 — 1980
BS, Information Systems
Robert Fishel's Lincoln Financial Group Experience January 2015 - Present
Job Data Reporting and Analysis at Lincoln Financial
Industry Insurance
Experience
Lincoln Financial Group January 2015 - Present
Hanesbrands Inc. October 2014 - December 2014
Ralph Lauren September 2013 - July 2014
Integrity Consulting February 2013 - September 2013
TE Connectivity August 2011 - November 2012
Kelly Services October 2009 - February 2010
TE Connectivity October 2006 - December 2008
TE Connectivity November 2003 - October 2006
TE Connectivity November 2003 - October 2006
Tyco Electronics / AMP 1998 - November 2003
Skills
Access, Microsoft Excel, QlikView Development, Business Intelligence, SQL, Data Analysis, Databases, Database Design, Microsoft Word, Management, Microsoft Office, Customer Service, Applicant Tracking..., Analysis, Technical Recruiting, Process Improvement, Relational Databases, Microsoft Access, Microsoft PowerPoint, Adobe Photoshop, Business Analysis, Consulting, Training, Manufacturing, PowerPoint
Education
Troy University 2015 — 2017
Bachelor's degree, Computer Science
Forsyth Technical Community College 2009 — 2011
Associate of Science (A.S.), Database Management
Forsyth Technical Community College 1996 — 1998
Diploma, Graphic Arts and Imaging Technology
Carver High School 1992 — 1995
Salem Baptist 1980 — 1991
ECPI
Lincoln Financial Group January 2015 - Present
Hanesbrands Inc. October 2014 - December 2014
Ralph Lauren September 2013 - July 2014
Integrity Consulting February 2013 - September 2013
TE Connectivity August 2011 - November 2012
Kelly Services October 2009 - February 2010
TE Connectivity October 2006 - December 2008
TE Connectivity November 2003 - October 2006
TE Connectivity November 2003 - October 2006
Tyco Electronics / AMP 1998 - November 2003
Skills
Access, Microsoft Excel, QlikView Development, Business Intelligence, SQL, Data Analysis, Databases, Database Design, Microsoft Word, Management, Microsoft Office, Customer Service, Applicant Tracking..., Analysis, Technical Recruiting, Process Improvement, Relational Databases, Microsoft Access, Microsoft PowerPoint, Adobe Photoshop, Business Analysis, Consulting, Training, Manufacturing, PowerPoint
Education
Troy University 2015 — 2017
Bachelor's degree, Computer Science
Forsyth Technical Community College 2009 — 2011
Associate of Science (A.S.), Database Management
Forsyth Technical Community College 1996 — 1998
Diploma, Graphic Arts and Imaging Technology
Carver High School 1992 — 1995
Salem Baptist 1980 — 1991
ECPI
Jon Scalf's Lincoln Financial Group Experience January 2009 - October 2011
Job Client Solutions Representative Medical Executives and Hospital Leadership at HealthLinx®
Industry Hospital & Health Care
Experience
Townsend Financial Planning July 2013 - October 2014
Retirement Tax Advisory Group October 2011 - June 2013
Lincoln Financial Group January 2009 - October 2011
Team One Promotions October 2006 - December 2008
Skills
Investments, Sales, Customer Service, Financial Analysis, Finance, Budgets, Financials, Marketing Strategy, Employee Benefits, Retirement Planning, Insurance
Education
Georgetown College 2000 — 2005
BA, Psychology
Scott County High School 1996 — 2000
High School Diploma
Townsend Financial Planning July 2013 - October 2014
Retirement Tax Advisory Group October 2011 - June 2013
Lincoln Financial Group January 2009 - October 2011
Team One Promotions October 2006 - December 2008
Skills
Investments, Sales, Customer Service, Financial Analysis, Finance, Budgets, Financials, Marketing Strategy, Employee Benefits, Retirement Planning, Insurance
Education
Georgetown College 2000 — 2005
BA, Psychology
Scott County High School 1996 — 2000
High School Diploma
Thomas Turner, CFP® Thomas Turner, CFP®'s Lincoln Financial Group Experience 1992 - 2002
Job Financial Consultant at Northwest Financial Advisors
Industry Financial Services
Experience
Northwest Financial Advisors July 2008 - Present
Financial Network Investment Corporation 2003 - 2008
Lincoln Financial Group 1992 - 2002
Education
George Mason University 1987 — 1989
Northwest Financial Advisors July 2008 - Present
Financial Network Investment Corporation 2003 - 2008
Lincoln Financial Group 1992 - 2002
Education
George Mason University 1987 — 1989
Helen Perez Helen Perez's Lincoln Financial Group Experience January 2001 - April 2002
Job Business Systems Analyst at CACI International Inc
Industry Information Technology and Services
Experience
CACI International Inc March 2012 - Present
Lincoln Financial Group January 2001 - April 2002
CGI/AMS January 1994 - January 2001
Inova Health System September 1989 - January 1991
AMS July 1987 - September 1989
Travelers July 1985 - July 1987
Skills
Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++
Education
George Mason University 1987 — 1991
Master of Business Administration (MBA), Finance and Information Technology
University of Notre Dame 1981 — 1985
Bachelor of Arts (BA), Computer Applications and Government
CACI International Inc March 2012 - Present
Lincoln Financial Group January 2001 - April 2002
CGI/AMS January 1994 - January 2001
Inova Health System September 1989 - January 1991
AMS July 1987 - September 1989
Travelers July 1985 - July 1987
Skills
Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++
Education
George Mason University 1987 — 1991
Master of Business Administration (MBA), Finance and Information Technology
University of Notre Dame 1981 — 1985
Bachelor of Arts (BA), Computer Applications and Government
Dexter Lawson Dexter Lawson's Lincoln Financial Group Experience July 2014 - Present
Job QA Project Manager
Industry Insurance
Experience
Lincoln Financial Group July 2014 - Present
MassMutual Financial Group March 2014 - June 2014
Travelers January 2008 - April 2014
AMS Services January 2007 - January 2008
Skills
Leadership, Agile Methodologies, Business Analysis, ITIL, Property & Casualty..., Insurance, Requirements Gathering, SDLC, Test Management, Test Planning, Testing, Underwriting, Waterfall, User Acceptance Testing, Visio, Business Requirements, SharePoint, Test Strategy, Process Improvement, Requirements Analysis, Project Management, System Testing, Management, Agile Project Management, Product Management, Consulting, Test Cases, Agile, Training, Quality Assurance, Analysis, Risk Management, Customer Service, Vendor Management
Education
Florida Memorial College 1994 — 1996
Some
Lincoln Financial Group July 2014 - Present
MassMutual Financial Group March 2014 - June 2014
Travelers January 2008 - April 2014
AMS Services January 2007 - January 2008
Skills
Leadership, Agile Methodologies, Business Analysis, ITIL, Property & Casualty..., Insurance, Requirements Gathering, SDLC, Test Management, Test Planning, Testing, Underwriting, Waterfall, User Acceptance Testing, Visio, Business Requirements, SharePoint, Test Strategy, Process Improvement, Requirements Analysis, Project Management, System Testing, Management, Agile Project Management, Product Management, Consulting, Test Cases, Agile, Training, Quality Assurance, Analysis, Risk Management, Customer Service, Vendor Management
Education
Florida Memorial College 1994 — 1996
Some
Randy Gilbert, CLU, ChFC, FLMI Randy Gilbert, CLU, ChFC, FLMI's Lincoln Financial Group Experience June 2011 - 2012
Job President at Friendly Car Care, Inc.
Industry Financial Services
Experience
Friendly Car Care, Inc. October 2013 - Present
Takata February 2013 - October 2013
Lincoln Financial Group June 2011 - 2012
Lincoln Financial Group 2008 - 2011
Lincoln Financial Group 2005 - 2008
Lincoln Financial Group (Jefferson Pilot Financial) 2001 - 2005
Lincoln Financial Group (Jefferson Pilot Financial) 2000 - 2001
Lincoln Financial Group (Jefferson Pilot Financial) 1999 - 2000
Prudential Financial 1994 - 1999
Prudential Financial 1992 - 1994
Skills
Hyperion Planning, Financial Analysis, Essbase, Process Improvement, Risk Management, Insurance, Analysis, Forecasting, Financial Modeling, Business Analysis, Strategic Planning, Financial Reporting, Microsoft Excel, Accounting, Strategic Financial..., Project Management, Fixed Annuities, Portfolio Management, Visio, Pivot Tables, Management, Investments, Budgets, Leadership, Mergers & Acquisitions, Finance, Business Process..., Financial Services, Banking, Life Insurance, Executive Management
Education
Franklin University
BSBA, Accounting and Business Administration
Friendly Car Care, Inc. October 2013 - Present
Takata February 2013 - October 2013
Lincoln Financial Group June 2011 - 2012
Lincoln Financial Group 2008 - 2011
Lincoln Financial Group 2005 - 2008
Lincoln Financial Group (Jefferson Pilot Financial) 2001 - 2005
Lincoln Financial Group (Jefferson Pilot Financial) 2000 - 2001
Lincoln Financial Group (Jefferson Pilot Financial) 1999 - 2000
Prudential Financial 1994 - 1999
Prudential Financial 1992 - 1994
Skills
Hyperion Planning, Financial Analysis, Essbase, Process Improvement, Risk Management, Insurance, Analysis, Forecasting, Financial Modeling, Business Analysis, Strategic Planning, Financial Reporting, Microsoft Excel, Accounting, Strategic Financial..., Project Management, Fixed Annuities, Portfolio Management, Visio, Pivot Tables, Management, Investments, Budgets, Leadership, Mergers & Acquisitions, Finance, Business Process..., Financial Services, Banking, Life Insurance, Executive Management
Education
Franklin University
BSBA, Accounting and Business Administration
Robert Amico Robert Amico's Lincoln Financial Group Experience October 2010 - April 2011
Job Rock Star
Industry Internet
Experience
Habitat for Humanity of Orange County 2013 - Present
Cisco October 2011 - Present
Cisco Systems 2011 - Present
SmartPic, www.ConstructionProgress.com January 2001 - December 2011
Burt's Bees May 2011 - November 2011
Lincoln Financial Group October 2010 - April 2011
X-Wire Technology November 2009 - March 2010
Central Florida Transcription Services January 2001 - June 2003
KnowledgeFirst January 1999 - January 2001
Skills
SaaS, CRM, Enterprise Architecture, Business Analysis, Project Management, Oracle, Business Process..., Analytics, Business Intelligence, Business Process, Cloud Computing, Consulting, Cross-functional Team..., Enterprise Software, IT Service Management, IT Strategy, Information Technology, Integration, Management, Microsoft SQL Server, PMP, Program Management, Requirements Analysis, SDLC, SQL, Sales, SharePoint, Software Development, Software Project..., Vendor Management, Strategy, Solution Architecture
Education
Florida State University 1988 — 1992
BS, Hospitality Administration
Florida State University 1988 — 1992
Colonial High School 1985 — 1988
Habitat for Humanity of Orange County 2013 - Present
Cisco October 2011 - Present
Cisco Systems 2011 - Present
SmartPic, www.ConstructionProgress.com January 2001 - December 2011
Burt's Bees May 2011 - November 2011
Lincoln Financial Group October 2010 - April 2011
X-Wire Technology November 2009 - March 2010
Central Florida Transcription Services January 2001 - June 2003
KnowledgeFirst January 1999 - January 2001
Skills
SaaS, CRM, Enterprise Architecture, Business Analysis, Project Management, Oracle, Business Process..., Analytics, Business Intelligence, Business Process, Cloud Computing, Consulting, Cross-functional Team..., Enterprise Software, IT Service Management, IT Strategy, Information Technology, Integration, Management, Microsoft SQL Server, PMP, Program Management, Requirements Analysis, SDLC, SQL, Sales, SharePoint, Software Development, Software Project..., Vendor Management, Strategy, Solution Architecture
Education
Florida State University 1988 — 1992
BS, Hospitality Administration
Florida State University 1988 — 1992
Colonial High School 1985 — 1988
Carla Welcome Carla Welcome's Lincoln Financial Group Experience March 2005 - March 2011
Job Associate Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Advisors March 2011 - Present
Lincoln Financial Group March 2005 - March 2011
Skills
Insurance, Leadership, Management
Education
Franklin Pierce College
Lincoln Financial Advisors March 2011 - Present
Lincoln Financial Group March 2005 - March 2011
Skills
Insurance, Leadership, Management
Education
Franklin Pierce College
Colin Mohan Colin Mohan's Lincoln Financial Group Experience March 2015 - Present
Job LFD Support Analyst at Lincoln Financial Group
Industry Online Media
Experience
Lincoln Financial Group March 2015 - Present
Stroll June 2013 - August 2014
Stroll November 2012 - June 2013
Stroll January 2012 - November 2012
Townsquare Media August 2011 - January 2012
Students In Free Enterprise September 2006 - May 2010
Skills
Social Media, Email Marketing, Sales, Management, Social Media Marketing, Customer Service, Social Networking, Account Management, Marketing, Marketing Research, Editing, Customer Retention, Event Planning, Public Relations, Research, Public Speaking, SEO, Online Marketing, Compliance Management, Business Analysis, Analysis, Change Management, Legal Compliance, Quality Assurance, Web Standards
Education
Franciscan University of Steubenville 2006 — 2010
BS, Marketing
Camden Catholic High School 2002 — 2006
High School Diploma, General Studies
Lincoln Financial Group March 2015 - Present
Stroll June 2013 - August 2014
Stroll November 2012 - June 2013
Stroll January 2012 - November 2012
Townsquare Media August 2011 - January 2012
Students In Free Enterprise September 2006 - May 2010
Skills
Social Media, Email Marketing, Sales, Management, Social Media Marketing, Customer Service, Social Networking, Account Management, Marketing, Marketing Research, Editing, Customer Retention, Event Planning, Public Relations, Research, Public Speaking, SEO, Online Marketing, Compliance Management, Business Analysis, Analysis, Change Management, Legal Compliance, Quality Assurance, Web Standards
Education
Franciscan University of Steubenville 2006 — 2010
BS, Marketing
Camden Catholic High School 2002 — 2006
High School Diploma, General Studies
Mike DeMont Mike DeMont's Lincoln Financial Group Experience 1996 - 1998
Job Realtor, Internet Marketing & Social Media Specialist
Industry Real Estate
Experience
RE/MAX Oak Crest Realty 2003 - Present
A & M Futures 1998 - 2003
Argos Lumber/Fairfield Builders 1995 - 2003
Lincoln Financial Group 1996 - 1998
Skills
Marketing, Real Estate Transactions, SEO, Online Marketing, Email Marketing, Google Analytics, Google Adwords, Residential Homes, Social Media Marketing, Facebook, Social Media
Education
Full Sail University 2010 — 2011
Masters, Internet Marketing
Indiana State University 1992 — 1994
B.S., Finance, Insurance
University of Indianapolis 1990 — 1992
Business
Plymouth
RE/MAX Oak Crest Realty 2003 - Present
A & M Futures 1998 - 2003
Argos Lumber/Fairfield Builders 1995 - 2003
Lincoln Financial Group 1996 - 1998
Skills
Marketing, Real Estate Transactions, SEO, Online Marketing, Email Marketing, Google Analytics, Google Adwords, Residential Homes, Social Media Marketing, Facebook, Social Media
Education
Full Sail University 2010 — 2011
Masters, Internet Marketing
Indiana State University 1992 — 1994
B.S., Finance, Insurance
University of Indianapolis 1990 — 1992
Business
Plymouth
Anthony S. Powell Anthony S. Powell's Lincoln Financial Group Experience 2009 - 2010
Job President of Powell IT Consulting, Inc
Industry Information Technology and Services
Experience
Powell IT Consulting, Inc. August 2008 - Present
Southern Company 2011 - 2014
Merdian Technologies 2013 - 2013
DIRECTV 2010 - 2011
Lincoln Financial Group 2009 - 2010
Universal Solutions Group July 2007 - March 2008
Matlen Silver July 2007 - March 2008
Electronic Data Systems February 2003 - July 2007
Sprint Nextel June 2000 - February 2003
Skills
Unix, Solaris, Oracle, AIX, Virtualization, Shell Scripting, Cloud Computing, Integration, System Deployment, Enterprise Software, VMware, Disaster Recovery, Data Center, Leadership, Infrastructure, Enterprise Architecture, Batch Processing, Process Control, ITIL, PeopleSoft, Project Management, Autosys, SLES, RedHat, SQL*Plus, Active Directory, Powershell, LDAP, PostgreSQL, MySQL, Alfresco, VirtualBox, SharePoint, Tomcat, Change Management, Process Management, Organizational..., Software Solutions, Enterprise Solution..., Veeam
Education
Florida International University 1990 — 1999
BS, Biology
Powell IT Consulting, Inc. August 2008 - Present
Southern Company 2011 - 2014
Merdian Technologies 2013 - 2013
DIRECTV 2010 - 2011
Lincoln Financial Group 2009 - 2010
Universal Solutions Group July 2007 - March 2008
Matlen Silver July 2007 - March 2008
Electronic Data Systems February 2003 - July 2007
Sprint Nextel June 2000 - February 2003
Skills
Unix, Solaris, Oracle, AIX, Virtualization, Shell Scripting, Cloud Computing, Integration, System Deployment, Enterprise Software, VMware, Disaster Recovery, Data Center, Leadership, Infrastructure, Enterprise Architecture, Batch Processing, Process Control, ITIL, PeopleSoft, Project Management, Autosys, SLES, RedHat, SQL*Plus, Active Directory, Powershell, LDAP, PostgreSQL, MySQL, Alfresco, VirtualBox, SharePoint, Tomcat, Change Management, Process Management, Organizational..., Software Solutions, Enterprise Solution..., Veeam
Education
Florida International University 1990 — 1999
BS, Biology
Ed Hecker, CFP, CMFC Ed Hecker, CFP, CMFC's Lincoln Financial Group Experience August 1996 - November 2001
Job Director Branch Manager and Financial Advisor at UBS Financial Service
Industry Financial Services
Experience
UBS Financial Service January 2005 - Present
AB November 2001 - December 2004
Lincoln Financial Group August 1996 - November 2001
Lincoln Financial Distributors 1996 - 2001
PaineWebber February 1990 - August 1996
Dean Witter Reynolds Inc. January 1988 - February 1990
EF Hutton June 1985 - January 1988
Education
Florida Southern College 1980 — 1984
Bachelor of Science, Finance, Marketing, and Economics
UBS Financial Service January 2005 - Present
AB November 2001 - December 2004
Lincoln Financial Group August 1996 - November 2001
Lincoln Financial Distributors 1996 - 2001
PaineWebber February 1990 - August 1996
Dean Witter Reynolds Inc. January 1988 - February 1990
EF Hutton June 1985 - January 1988
Education
Florida Southern College 1980 — 1984
Bachelor of Science, Finance, Marketing, and Economics
David Ares David Ares's Lincoln Financial Group Experience October 2014 - Present
Job Owner, David Ares Financial Group
Industry Investment Management
Experience
Lincoln Financial Group October 2014 - Present
David Ares Financial Group September 2005 - Present
Atlantic Stewardship Bank 2012 - June 2014
American Express Corporate Travel 2002 - 2005
The Bank of New York 2000 - 2002
Chase Manhattan Bank 1997 - 2000
Chase Private Banking 1992 - 1997
Skills
Estate Planning, Finance, Asset Management, Insurance, Mutual Funds, Financial Planners, Asset Managment, Employee Benefits, Financial Services, Leadership, Fixed Annuities, Wealth Management, Investments, Retirement, Securities, Retirement Planning, Management, Marketing
Education
Fordham University 1994 — 2000
B.S, International Marketing
Lincoln Financial Group October 2014 - Present
David Ares Financial Group September 2005 - Present
Atlantic Stewardship Bank 2012 - June 2014
American Express Corporate Travel 2002 - 2005
The Bank of New York 2000 - 2002
Chase Manhattan Bank 1997 - 2000
Chase Private Banking 1992 - 1997
Skills
Estate Planning, Finance, Asset Management, Insurance, Mutual Funds, Financial Planners, Asset Managment, Employee Benefits, Financial Services, Leadership, Fixed Annuities, Wealth Management, Investments, Retirement, Securities, Retirement Planning, Management, Marketing
Education
Fordham University 1994 — 2000
B.S, International Marketing
Rick Donohue Rick Donohue's Lincoln Financial Group Experience November 2010 - Present
Job AVP IT Infrastructure at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group November 2010 - Present
Skills
Disaster Recovery, Data Center, Process Engineering, Planning, IT Management, Outsourcing, Telecommunications, Call Center, Vendor Management, Program Management, Change Management, Strategic Planning, ITIL, Contract Negotiation, Mergers, Vendor Relations, IT Strategy, Budgeting, Six Sigma, E-commerce, Team Leadership, ERP, PMP, Project Planning, Process Improvement, Cross-functional Team..., Integration, Management, Leadership, Project Management, Security, Business Strategy, Project Portfolio..., IT Operations, Enterprise Architecture, Networking, Information Technology, Service Delivery, Software Development, Servers, Strategy, Business Intelligence, Cisco Technologies, Business Process, Infrastructure, Network Security, Business Analysis, Business Process..., IT Service Management, Visio
Education
Roosevelt University 1988 — 1990
MBA
Iowa State University 1980 — 1985
Florida International University 1978 — 1980
B.S.
Rensselaer Polytechnic Institute 1976 — 1980
Lincoln Financial Group November 2010 - Present
Skills
Disaster Recovery, Data Center, Process Engineering, Planning, IT Management, Outsourcing, Telecommunications, Call Center, Vendor Management, Program Management, Change Management, Strategic Planning, ITIL, Contract Negotiation, Mergers, Vendor Relations, IT Strategy, Budgeting, Six Sigma, E-commerce, Team Leadership, ERP, PMP, Project Planning, Process Improvement, Cross-functional Team..., Integration, Management, Leadership, Project Management, Security, Business Strategy, Project Portfolio..., IT Operations, Enterprise Architecture, Networking, Information Technology, Service Delivery, Software Development, Servers, Strategy, Business Intelligence, Cisco Technologies, Business Process, Infrastructure, Network Security, Business Analysis, Business Process..., IT Service Management, Visio
Education
Roosevelt University 1988 — 1990
MBA
Iowa State University 1980 — 1985
Florida International University 1978 — 1980
B.S.
Rensselaer Polytechnic Institute 1976 — 1980
Saeid Rezvankhah Saeid Rezvankhah's Lincoln Financial Group Experience November 2008 - April 2010
Job Managing Director, Middle East & Asia
Industry Biotechnology
Experience
Somahlution December 2014 - Present
SRE Consulting LLC 2010 - Present
CHS Pharma Inc. April 2010 - November 2014
Lincoln Financial Group November 2008 - April 2010
Florida Atlantic University January 2008 - August 2008
Florida Atlantic University June 2003 - December 2007
Wyeth Research August 1999 - May 2003
Skills
Research, Corporate Finance, Entrepreneurship, Business Development, Management Consulting, Biotechnology, Venture Capital, Strategic Planning, Mergers & Acquisitions, Pharmaceutical Industry, Due Diligence, Commercialization, Start-ups, Private Equity, Cross-functional Team..., Finance, Management, Product Development, Business Planning, Financial Modeling, Technology Transfer, Biopharmaceuticals, Market Analysis, Strategy, Executive Management, Corporate Development, Lifesciences, Valuation, Investor Relations, Portfolio Management, International Business, Investments, Competitive Analysis, Emerging Markets, M&A experience, Restructuring, Licensing, Strategic Partnerships, Angel Investing, Technology Evaluation, IPO, Funding, Hedge Funds, Divestitures, Leveraged Finance, Asset Management, Drug Development, Life Sciences
Education
Florida Atlantic University 2005 — 2006
MS, Finance
Somahlution December 2014 - Present
SRE Consulting LLC 2010 - Present
CHS Pharma Inc. April 2010 - November 2014
Lincoln Financial Group November 2008 - April 2010
Florida Atlantic University January 2008 - August 2008
Florida Atlantic University June 2003 - December 2007
Wyeth Research August 1999 - May 2003
Skills
Research, Corporate Finance, Entrepreneurship, Business Development, Management Consulting, Biotechnology, Venture Capital, Strategic Planning, Mergers & Acquisitions, Pharmaceutical Industry, Due Diligence, Commercialization, Start-ups, Private Equity, Cross-functional Team..., Finance, Management, Product Development, Business Planning, Financial Modeling, Technology Transfer, Biopharmaceuticals, Market Analysis, Strategy, Executive Management, Corporate Development, Lifesciences, Valuation, Investor Relations, Portfolio Management, International Business, Investments, Competitive Analysis, Emerging Markets, M&A experience, Restructuring, Licensing, Strategic Partnerships, Angel Investing, Technology Evaluation, IPO, Funding, Hedge Funds, Divestitures, Leveraged Finance, Asset Management, Drug Development, Life Sciences
Education
Florida Atlantic University 2005 — 2006
MS, Finance
Philip Lozano Philip Lozano's Lincoln Financial Group Experience November 2013 - Present
Job AVP, Senior Counsel at Lincoln Financial Group
Industry Law Practice
Experience
Lincoln Financial Group November 2013 - Present
Jennings Sigmond, P.C. July 2007 - November 2013
Duane Morris LLP 2002 - 2006
Mercer Human Resources Consulting 2001 - 2002
IBM 1998 - 2001
Skills
ERISA, HIPAA, Health Care Reform, Investment Advisers Act..., Securities Act of 1933..., Expertise in all areas..., nondiscrimination/covera..., prohibited transactions, investment issues, Ability to manage..., Basic understanding of..., Litigation experience, participant..., drafting and reviewing..., board minutes,..., participant issues,..., contract review and..., plan determination..., annual reporting and..., Alternative Investments, Investment Advisers Act, Hedge Funds, Mediation, Retirement Planning, Litigation, Investments, Employee Benefits, Qualified Retirement..., Asset Management, Estate Planning, Defined Benefit, Pensions
Education
Temple University - James E. Beasley School of Law 2002 — 2006
Juris Doctor
Franciscan University of Steubenville 1992 — 1996
BA, Psychology
Lincoln Financial Group November 2013 - Present
Jennings Sigmond, P.C. July 2007 - November 2013
Duane Morris LLP 2002 - 2006
Mercer Human Resources Consulting 2001 - 2002
IBM 1998 - 2001
Skills
ERISA, HIPAA, Health Care Reform, Investment Advisers Act..., Securities Act of 1933..., Expertise in all areas..., nondiscrimination/covera..., prohibited transactions, investment issues, Ability to manage..., Basic understanding of..., Litigation experience, participant..., drafting and reviewing..., board minutes,..., participant issues,..., contract review and..., plan determination..., annual reporting and..., Alternative Investments, Investment Advisers Act, Hedge Funds, Mediation, Retirement Planning, Litigation, Investments, Employee Benefits, Qualified Retirement..., Asset Management, Estate Planning, Defined Benefit, Pensions
Education
Temple University - James E. Beasley School of Law 2002 — 2006
Juris Doctor
Franciscan University of Steubenville 1992 — 1996
BA, Psychology
Alexandra Cima's Lincoln Financial Group Experience February 2013 - Present
Job Employee Benefits Consultant at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group February 2013 - Present
Unum September 2010 - February 2013
Broward Association of Health Underwriters September 2011 - September 2012
Mint Lounge December 2008 - June 2010
Florida House of Representatives November 2009 - April 2010
101 and Mint Lounge December 2008 - September 2009
Skills
Benefits Administration, Workers Compensation, Event Management, Term Life Insurance, Customer Service, Account Management, Customer Satisfaction, Marketing, Management, Life Insurance, Employee Benefits, Long-term Care, Disability Insurance, Sales Presentations
Education
Florida State University 2009 — 2010
Bachelor of Science, Marketing
Lincoln Financial Group February 2013 - Present
Unum September 2010 - February 2013
Broward Association of Health Underwriters September 2011 - September 2012
Mint Lounge December 2008 - June 2010
Florida House of Representatives November 2009 - April 2010
101 and Mint Lounge December 2008 - September 2009
Skills
Benefits Administration, Workers Compensation, Event Management, Term Life Insurance, Customer Service, Account Management, Customer Satisfaction, Marketing, Management, Life Insurance, Employee Benefits, Long-term Care, Disability Insurance, Sales Presentations
Education
Florida State University 2009 — 2010
Bachelor of Science, Marketing
Beth O'Brien Beth O'Brien's Lincoln Financial Group Experience July 2013 - Present
Job SVP, Head of Finance and Strategy at Lincoln Financial Group Distribution
Industry Financial Services
Experience
Lincoln Financial Group July 2013 - Present
Genworth Financial March 2011 - July 2013
Genworth Financial January 2008 - September 2011
Genworth Financial January 2006 - December 2007
Genworth Financial January 2004 - January 2006
GE Capital January 2002 - January 2004
GE Capital July 1999 - January 2002
GE Capital January 1998 - July 1999
GE January 1995 - January 1998
GE Capital July 1992 - January 1995
Skills
Business Planning, Leadership, Analytics, Product Development, Financial Services, Strategy, Insurance, New Business Development, Finance, Business Process..., Sales, Marketing, Risk Management, Process Improvement, Vendor Management, Management, Program Management, Change Management, Business Analysis, Financial Planning, Cross-functional Team..., Strategic Planning
Education
Fordham University 1988 — 1992
Bachlors of Science
Bishop McDevitt High School
Lincoln Financial Group July 2013 - Present
Genworth Financial March 2011 - July 2013
Genworth Financial January 2008 - September 2011
Genworth Financial January 2006 - December 2007
Genworth Financial January 2004 - January 2006
GE Capital January 2002 - January 2004
GE Capital July 1999 - January 2002
GE Capital January 1998 - July 1999
GE January 1995 - January 1998
GE Capital July 1992 - January 1995
Skills
Business Planning, Leadership, Analytics, Product Development, Financial Services, Strategy, Insurance, New Business Development, Finance, Business Process..., Sales, Marketing, Risk Management, Process Improvement, Vendor Management, Management, Program Management, Change Management, Business Analysis, Financial Planning, Cross-functional Team..., Strategic Planning
Education
Fordham University 1988 — 1992
Bachlors of Science
Bishop McDevitt High School
Albert Striano Albert Striano's Lincoln Financial Group Experience June 2013 - August 2013
Job Investment Banking Analyst at RBC
Industry Financial Services
Experience
RBC July 2015 - Present
Georgetown University's McDonough School of Business August 2011 - May 2015
Morgan Stanley June 2014 - August 2014
Lincoln Financial Group June 2013 - August 2013
The Madison Square Garden Company June 2012 - August 2012
Skills
PowerPoint, Market Research, Microsoft Excel, Financial Analysis, Public Relations, Investments, Business Development, Financial Modeling, Management Consulting, Analysis
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor’s Degree, Finance and Economics, Graduated
Delbarton School 2005 — 2011
High School, Graduated
RBC July 2015 - Present
Georgetown University's McDonough School of Business August 2011 - May 2015
Morgan Stanley June 2014 - August 2014
Lincoln Financial Group June 2013 - August 2013
The Madison Square Garden Company June 2012 - August 2012
Skills
PowerPoint, Market Research, Microsoft Excel, Financial Analysis, Public Relations, Investments, Business Development, Financial Modeling, Management Consulting, Analysis
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor’s Degree, Finance and Economics, Graduated
Delbarton School 2005 — 2011
High School, Graduated
Harrison O'Neil Harrison O'Neil's Lincoln Financial Group Experience September 2015 - Present
Job Tax Specialist | Corporate Tax
Industry Accounting
Experience
Lincoln Financial Group September 2015 - Present
Lincoln Financial Group April 2015 - September 2015
A.M. Asarf CPA January 2013 - April 2015
The Innovate Group August 2014 - January 2015
Larry J. Brouse CPA January 2013 - April 2013
Education
Franklin & Marshall College
Liberal Arts
Temple University
Bachelor of Business Administration (B.B.A.), Accounting
Lincoln Financial Group September 2015 - Present
Lincoln Financial Group April 2015 - September 2015
A.M. Asarf CPA January 2013 - April 2015
The Innovate Group August 2014 - January 2015
Larry J. Brouse CPA January 2013 - April 2013
Education
Franklin & Marshall College
Liberal Arts
Temple University
Bachelor of Business Administration (B.B.A.), Accounting
Joseph Emmons Joseph Emmons's Lincoln Financial Group Experience May 2010 - February 2012
Job Fiduciary Director Employee Benefits at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Lincoln Financial Group May 2010 - February 2012
Vanguard November 2004 - April 2010
Skills
Qualified Retirement..., ERISA Fiduciary..., Bank Trust Operations, Sales & Relationship..., Risk Assessment, Retirement Plan Design, Not for Profit and..., DOL & IRS Regulations, Public Speaking, TPA Operations..., Project Management, Vendor Oversight, Risk Management, Quality Control, Quality Assurance, Procedure Development
Education
Fordham University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Fidelity Investments February 2012 - Present
Lincoln Financial Group May 2010 - February 2012
Vanguard November 2004 - April 2010
Skills
Qualified Retirement..., ERISA Fiduciary..., Bank Trust Operations, Sales & Relationship..., Risk Assessment, Retirement Plan Design, Not for Profit and..., DOL & IRS Regulations, Public Speaking, TPA Operations..., Project Management, Vendor Oversight, Risk Management, Quality Control, Quality Assurance, Procedure Development
Education
Fordham University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Josh Tarpley Josh Tarpley's Lincoln Financial Group Experience September 2014 - Present
Job Investment Specialist at Lincoln Financial Group
Industry Commercial Real Estate
Experience
Lincoln Financial Group September 2014 - Present
Lincoln Financial Group March 2013 - September 2014
NPV Advisors, Inc. July 2012 - January 2013
Kirby Broadcasting Company July 2005 - August 2008
Skills
Business Analysis, Economic Policy, Public Speaking, Organizational Behavior, Public Policy, Mortgage Underwriting, Investment Strategies, Commercial Real Estate, Finance, Valuation, Real Estate, Analysis, Investments, Portfolio Management, Economics, Management, Asset Management, Sales, Loans, Underwriting
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics, 3.63
Middle Georgia College 2010 — 2011
B.S., Business/Managerial Economics
Lincoln Financial Group September 2014 - Present
Lincoln Financial Group March 2013 - September 2014
NPV Advisors, Inc. July 2012 - January 2013
Kirby Broadcasting Company July 2005 - August 2008
Skills
Business Analysis, Economic Policy, Public Speaking, Organizational Behavior, Public Policy, Mortgage Underwriting, Investment Strategies, Commercial Real Estate, Finance, Valuation, Real Estate, Analysis, Investments, Portfolio Management, Economics, Management, Asset Management, Sales, Loans, Underwriting
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics, 3.63
Middle Georgia College 2010 — 2011
B.S., Business/Managerial Economics
Kevin Leahy's Lincoln Financial Group Experience February 2000 - May 2006
Job Leadership Enterprise Development Associate at State Farm
Industry Insurance
Experience
State Farm Insurance July 2013 - Present
State Farm Insurance April 2013 - July 2013
State Farm Insurance November 2008 - March 2013
State Farm Insurance August 2008 - November 2008
State Farm Insurance January 2007 - July 2008
State Farm Insurance July 2006 - January 2007
Lincoln Financial Group February 2000 - May 2006
Skills
Life Insurance, Coaching, Leadership, Property & Casualty..., Retirement Planning, Sales Management, Fixed Annuities, Mutual Funds, Recruiting, Universal Life, Term Life Insurance, Long-term Care, Commercial Insurance, Disability Insurance, Whole Life, Health Insurance
Education
Florida State University 1987 — 1991
Bachelor's Degree, Education
State Farm Insurance July 2013 - Present
State Farm Insurance April 2013 - July 2013
State Farm Insurance November 2008 - March 2013
State Farm Insurance August 2008 - November 2008
State Farm Insurance January 2007 - July 2008
State Farm Insurance July 2006 - January 2007
Lincoln Financial Group February 2000 - May 2006
Skills
Life Insurance, Coaching, Leadership, Property & Casualty..., Retirement Planning, Sales Management, Fixed Annuities, Mutual Funds, Recruiting, Universal Life, Term Life Insurance, Long-term Care, Commercial Insurance, Disability Insurance, Whole Life, Health Insurance
Education
Florida State University 1987 — 1991
Bachelor's Degree, Education
Adam Ciongoli's Lincoln Financial Group Experience May 2012 - June 2015
Job SVP and General Counsel at Campbell Soup Company
Industry Financial Services
Experience
Campbell Soup Company July 2015 - Present
Habitat for Humanity Philadelphia Inc. May 2014 - Present
Columbia University Law School January 2007 - July 2015
Lincoln Financial Group May 2012 - June 2015
New York City Police Department January 2004 - January 2014
Willis Group Holdings plc March 2007 - May 2012
National Italian American Foundation 2009 - 2011
United States Supreme Court December 2010 - December 2010
Supreme Court of the U.S. February 2006 - August 2006
Time Warner Inc. August 2003 - February 2006
Skills
Public Companies, General Counsel, Corporate Governance
Education
Georgetown University Law Center 1992 — 1995
J.D. Magna cum laude
University of Pennsylvania 1986 — 1990
Bachelor of Arts, History
Burlington High School
Campbell Soup Company July 2015 - Present
Habitat for Humanity Philadelphia Inc. May 2014 - Present
Columbia University Law School January 2007 - July 2015
Lincoln Financial Group May 2012 - June 2015
New York City Police Department January 2004 - January 2014
Willis Group Holdings plc March 2007 - May 2012
National Italian American Foundation 2009 - 2011
United States Supreme Court December 2010 - December 2010
Supreme Court of the U.S. February 2006 - August 2006
Time Warner Inc. August 2003 - February 2006
Skills
Public Companies, General Counsel, Corporate Governance
Education
Georgetown University Law Center 1992 — 1995
J.D. Magna cum laude
University of Pennsylvania 1986 — 1990
Bachelor of Arts, History
Burlington High School
Holly Spangler Beale's Lincoln Financial Group Experience June 2013 - August 2013
Job Technical Account Manager at Microsoft
Industry Information Technology and Services
Experience
University of Georgia August 2013 - May 2014
Study Guides by Holly August 2012 - January 2014
Lincoln Financial Group June 2013 - August 2013
Kim's Coupons February 2010 - May 2012
The Mountain Retreat and Learning Center May 2011 - July 2011
CAES Business Office August 2010 - May 2011
Chick-fil-A May 2008 - May 2010
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration, Management Information Systems, Senior
Georgia Perimeter College 2009 — 2010
Chamblee High 2006 — 2010
University of Georgia August 2013 - May 2014
Study Guides by Holly August 2012 - January 2014
Lincoln Financial Group June 2013 - August 2013
Kim's Coupons February 2010 - May 2012
The Mountain Retreat and Learning Center May 2011 - July 2011
CAES Business Office August 2010 - May 2011
Chick-fil-A May 2008 - May 2010
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration, Management Information Systems, Senior
Georgia Perimeter College 2009 — 2010
Chamblee High 2006 — 2010
Ricky Ashenfelter Ricky Ashenfelter's Lincoln Financial Group Experience May 2008 - August 2008
Job CoFounder & CEO of Spoiler Alert
Industry Renewables & Environment
Experience
Spoiler Alert November 2013 - Present
NextEra Energy June 2014 - August 2014
Cambrian Innovation January 2014 - February 2014
Deloitte December 2010 - June 2013
ClearCarbon Inc. July 2009 - December 2010
U.S. Environmental Protection Agency January 2009 - May 2009
Ameriprise Financial September 2006 - May 2009
Lincoln Financial Group May 2008 - August 2008
Skills
Sustainability, Energy, Financial Modeling, Strategy, Management Consulting, Corporate Social..., Business Strategy, Data Analysis, Entrepreneurship, Renewable Energy, Research, Project Management, Climate Change, Sustainable Business, Retail, Strategic Communications, Sustainability Reporting, Carbon Management, Analysis, Carbon, Finance, Leadership
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Sustainability, Entrepreneurship & Innovation, 4.7 / 5.0
Georgetown University 2005 — 2009
Bachelor's Degree, Finance, Management & Environmental Studies, 3.7 / 4.0
Spoiler Alert November 2013 - Present
NextEra Energy June 2014 - August 2014
Cambrian Innovation January 2014 - February 2014
Deloitte December 2010 - June 2013
ClearCarbon Inc. July 2009 - December 2010
U.S. Environmental Protection Agency January 2009 - May 2009
Ameriprise Financial September 2006 - May 2009
Lincoln Financial Group May 2008 - August 2008
Skills
Sustainability, Energy, Financial Modeling, Strategy, Management Consulting, Corporate Social..., Business Strategy, Data Analysis, Entrepreneurship, Renewable Energy, Research, Project Management, Climate Change, Sustainable Business, Retail, Strategic Communications, Sustainability Reporting, Carbon Management, Analysis, Carbon, Finance, Leadership
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Sustainability, Entrepreneurship & Innovation, 4.7 / 5.0
Georgetown University 2005 — 2009
Bachelor's Degree, Finance, Management & Environmental Studies, 3.7 / 4.0
Vincent Gahren Vincent Gahren's Lincoln Financial Group Experience November 2011 - June 2012
Job Managing Partner/Tax & Investment Advisor at Trinity Asset Partners, LLC
Industry Financial Services
Experience
Trinity Asset Partners, LLC September 2012 - Present
Wall Street Capitol an office of MetLife March 2012 - September 2012
MetLife Securities March 2012 - September 2012
Lincoln Financial Group November 2011 - June 2012
HF Financial February 2009 - October 2011
Waddell & Reed March 2008 - February 2010
ING Financial Partners April 2006 - June 2008
Ameriprise Financial Advisors January 2001 - July 2005
Skills
Mutual Funds, Securities, Investments, Financial Planning, Asset Allocation, Insurance, Wealth Management, Estate Planning, Health Insurance..., Portfolio Management, Small Business, Alternative Investments, Individual Health..., Life Settlements, Private Placements, Wealth, Financial Planners, Qualified Retirement..., Pensions, Wealth Accumulation, Financial Advisory, Succession Planning, Bonds, Wealth Preservation..., Asset Management, Business Planning, Employee Benefits, Fixed Income, Life Insurance, Disability Insurance, Finance, Investment Advisory, Structured Products, Strategic Financial..., Defined Benefit, Risk Management, Income Protection, Equities, Self-Directed IRA Fund..., Series 63, Roth IRA, Insurance Planning, Tax-Free Investments, Financial Services, Tax Planning, Cash Flow Maximization, Series 7, Series 65, Affordable Care Act
Education
University of North Carolina at Charlotte 1995 — 1998
BA, History
Fordham University 1990 — 1991
General Education
Trinity Asset Partners, LLC September 2012 - Present
Wall Street Capitol an office of MetLife March 2012 - September 2012
MetLife Securities March 2012 - September 2012
Lincoln Financial Group November 2011 - June 2012
HF Financial February 2009 - October 2011
Waddell & Reed March 2008 - February 2010
ING Financial Partners April 2006 - June 2008
Ameriprise Financial Advisors January 2001 - July 2005
Skills
Mutual Funds, Securities, Investments, Financial Planning, Asset Allocation, Insurance, Wealth Management, Estate Planning, Health Insurance..., Portfolio Management, Small Business, Alternative Investments, Individual Health..., Life Settlements, Private Placements, Wealth, Financial Planners, Qualified Retirement..., Pensions, Wealth Accumulation, Financial Advisory, Succession Planning, Bonds, Wealth Preservation..., Asset Management, Business Planning, Employee Benefits, Fixed Income, Life Insurance, Disability Insurance, Finance, Investment Advisory, Structured Products, Strategic Financial..., Defined Benefit, Risk Management, Income Protection, Equities, Self-Directed IRA Fund..., Series 63, Roth IRA, Insurance Planning, Tax-Free Investments, Financial Services, Tax Planning, Cash Flow Maximization, Series 7, Series 65, Affordable Care Act
Education
University of North Carolina at Charlotte 1995 — 1998
BA, History
Fordham University 1990 — 1991
General Education
Jewel Hefner CISA, CSOXP, CGRC-IT Jewel Hefner CISA, CSOXP, CGRC-IT's Lincoln Financial Group Experience July 2012 - May 2013
Job System Security Plan Analyst at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard February 2015 - Present
Forsyth Technical Community College January 2013 - Present
New Breed Logistics March 2014 - December 2014
New Breed Logistics May 2013 - March 2014
Lincoln Financial Group July 2012 - May 2013
Piedmont Federal Savings Bank June 2011 - June 2012
Pike Electric February 2007 - December 2009
Pike Electric February 2006 - February 2007
Pike Electric September 2000 - January 2006
Skills
SOX, Auditing, Documentation, Governance, Business Change..., Compliance, Service Desk, IT Audit, Incident Management, Policy, ITIL, IT Governance, IT Service Management, Administration, Security, Sarbanes-Oxley Act, Software Documentation, System Administration, Change Management, Network Security, CISA, Management, IT Management, Windows Server, Help Desk Support, Networking, Computer Security, Analysis, ISO 27001, Databases, Information Security, Information Security..., Disaster Recovery, Project Planning, Operating Systems, Sarbanes-Oxley, PCI DSS, Training, Business Continuity, Internal Audit, COBIT, CISSP, Internal Controls, IT Operations, Information Technology, Security Audits
Education
Forsyth Technical Community College 2010 — 2012
AAS, Information Systems Security
Forsyth Technical Community College 2010 — 2012
AAS, Networking Technologies
Surry Community College 1999 — 2000
Business Admin
North Surry High School 1992 — 1996
Diploma, College Prep
Hewlett-Packard February 2015 - Present
Forsyth Technical Community College January 2013 - Present
New Breed Logistics March 2014 - December 2014
New Breed Logistics May 2013 - March 2014
Lincoln Financial Group July 2012 - May 2013
Piedmont Federal Savings Bank June 2011 - June 2012
Pike Electric February 2007 - December 2009
Pike Electric February 2006 - February 2007
Pike Electric September 2000 - January 2006
Skills
SOX, Auditing, Documentation, Governance, Business Change..., Compliance, Service Desk, IT Audit, Incident Management, Policy, ITIL, IT Governance, IT Service Management, Administration, Security, Sarbanes-Oxley Act, Software Documentation, System Administration, Change Management, Network Security, CISA, Management, IT Management, Windows Server, Help Desk Support, Networking, Computer Security, Analysis, ISO 27001, Databases, Information Security, Information Security..., Disaster Recovery, Project Planning, Operating Systems, Sarbanes-Oxley, PCI DSS, Training, Business Continuity, Internal Audit, COBIT, CISSP, Internal Controls, IT Operations, Information Technology, Security Audits
Education
Forsyth Technical Community College 2010 — 2012
AAS, Information Systems Security
Forsyth Technical Community College 2010 — 2012
AAS, Networking Technologies
Surry Community College 1999 — 2000
Business Admin
North Surry High School 1992 — 1996
Diploma, College Prep
Paul Putnam, MBA, CFE Paul Putnam, MBA, CFE's Lincoln Financial Group Experience July 2013 - December 2014
Job Internal Auditor at BB&T
Industry Financial Services
Experience
BB&T January 2015 - Present
Lincoln Financial Group July 2013 - December 2014
National General Insurance January 2011 - July 2013
APEX Analytix September 2009 - January 2011
APEX Analytix June 2007 - September 2009
Skills
Certified Fraud Examiner, Sarbanes-Oxley Act, Auditing, Internal Controls, Accounting, Financial Reporting, Fraud, Financial Analysis, Accounts Payable, Accounts Receivable, Internal Audit, Access, Process Improvement, Sarbanes-Oxley, Financial Risk, Financial Accounting, Data Analysis, Budgets, Risk Management, Analysis, Microsoft Office, Enterprise Risk..., Insurance, Financial Audits
Education
Campbell University (Southeastern Trust School) 2015 — 2015
Liberty University 2009 — 2010
Master of Business Administration, Accounting
Gardner-Webb University 2003 — 2007
Bachelor of Science, Accounting
BB&T January 2015 - Present
Lincoln Financial Group July 2013 - December 2014
National General Insurance January 2011 - July 2013
APEX Analytix September 2009 - January 2011
APEX Analytix June 2007 - September 2009
Skills
Certified Fraud Examiner, Sarbanes-Oxley Act, Auditing, Internal Controls, Accounting, Financial Reporting, Fraud, Financial Analysis, Accounts Payable, Accounts Receivable, Internal Audit, Access, Process Improvement, Sarbanes-Oxley, Financial Risk, Financial Accounting, Data Analysis, Budgets, Risk Management, Analysis, Microsoft Office, Enterprise Risk..., Insurance, Financial Audits
Education
Campbell University (Southeastern Trust School) 2015 — 2015
Liberty University 2009 — 2010
Master of Business Administration, Accounting
Gardner-Webb University 2003 — 2007
Bachelor of Science, Accounting
Cindi Lynch MBA, AIF®, CRPC®,'s Lincoln Financial Group Experience January 2000 - May 2006
Job Registered Investment Advisor
Industry Financial Services
Experience
Lynch Retirement Advisors, LLC. July 2013 - Present
Lincoln Financial Advisors Corporation January 2006 - October 2012
Lincoln Financial Group January 2000 - May 2006
Lincoln Financial Group January 1997 - January 2000
Lincoln Financial Group July 1995 - January 1997
Skills
Retirement, Mutual Funds, Investments, Fixed Annuities, Retirement Planning, Strategy, Series 6, Business Planning, Insurance, Financial Modeling, Strategic Financial..., Life Insurance, IRAs, Variable Annuities, Asset Allocation, Financial Planning, 401k, Pensions, Series 7
Education
Franklin University 2006 — 2009
MBA, Business
Franklin University
Bachelor, Business
Lynch Retirement Advisors, LLC. July 2013 - Present
Lincoln Financial Advisors Corporation January 2006 - October 2012
Lincoln Financial Group January 2000 - May 2006
Lincoln Financial Group January 1997 - January 2000
Lincoln Financial Group July 1995 - January 1997
Skills
Retirement, Mutual Funds, Investments, Fixed Annuities, Retirement Planning, Strategy, Series 6, Business Planning, Insurance, Financial Modeling, Strategic Financial..., Life Insurance, IRAs, Variable Annuities, Asset Allocation, Financial Planning, 401k, Pensions, Series 7
Education
Franklin University 2006 — 2009
MBA, Business
Franklin University
Bachelor, Business
Jared Chasey's Lincoln Financial Group Experience June 2010 - August 2010
Job Compliance Coordinator at IUPUI Athletics
Industry Sports
Experience
IUPUI Athletics January 2012 - Present
Georgetown University Athletics August 2010 - May 2011
Lincoln Financial Group June 2010 - August 2010
Indiana University Athletics May 2008 - May 2009
Skills
Sports, Microsoft Office, PowerPoint, Word, Social Media, Excel, Event Planning, Event Management, Compliance, Outlook, Research, Photoshop, Access, Problem Solving, Adobe Creative Suite, Financial Aid, Writing, Community Outreach, Microsoft Word, Sports Management
Education
Georgetown University 2010 — 2011
MPS, Sports Industry Management
Indiana University - Kelley School of Business 2005 — 2009
BSB, Accounting, Technology Management
Indiana University Bloomington 2005 — 2009
BS, Business
IUPUI Athletics January 2012 - Present
Georgetown University Athletics August 2010 - May 2011
Lincoln Financial Group June 2010 - August 2010
Indiana University Athletics May 2008 - May 2009
Skills
Sports, Microsoft Office, PowerPoint, Word, Social Media, Excel, Event Planning, Event Management, Compliance, Outlook, Research, Photoshop, Access, Problem Solving, Adobe Creative Suite, Financial Aid, Writing, Community Outreach, Microsoft Word, Sports Management
Education
Georgetown University 2010 — 2011
MPS, Sports Industry Management
Indiana University - Kelley School of Business 2005 — 2009
BSB, Accounting, Technology Management
Indiana University Bloomington 2005 — 2009
BS, Business
Sam Goldstein Sam Goldstein's Lincoln Financial Group Experience 2013 - Present
Job AVP and Senior Counsel at Lincoln Financial Group
Industry Law Practice
Experience
Lincoln Financial Group 2013 - Present
Stradley Ronon 2007 - 2013
Dechert LLP 2005 - 2007
Amidex 1999 - 2001
Skills
Securities, Mergers, Corporate Governance, Corporate Law, Investments, Mutual Funds, Hedge Funds, Closed-end Funds, Investment Advisory, Legal Writing, Investment Management, Mergers & Acquisitions, Legal Advice, Securities Regulation
Education
Georgetown University Law Center 2004 — 2005
LLM, Securities and Financial Regulation
Temple University - Fox School of Business and Management 2001 — 2004
M.B.A.
Temple University - James E. Beasley School of Law 2001 — 2004
J.D.
The Johns Hopkins University 1994 — 1998
B.A., East Asian Studies
Lincoln Financial Group 2013 - Present
Stradley Ronon 2007 - 2013
Dechert LLP 2005 - 2007
Amidex 1999 - 2001
Skills
Securities, Mergers, Corporate Governance, Corporate Law, Investments, Mutual Funds, Hedge Funds, Closed-end Funds, Investment Advisory, Legal Writing, Investment Management, Mergers & Acquisitions, Legal Advice, Securities Regulation
Education
Georgetown University Law Center 2004 — 2005
LLM, Securities and Financial Regulation
Temple University - Fox School of Business and Management 2001 — 2004
M.B.A.
Temple University - James E. Beasley School of Law 2001 — 2004
J.D.
The Johns Hopkins University 1994 — 1998
B.A., East Asian Studies
Liz Patrick Rights's Lincoln Financial Group Experience August 2011 - Present
Job Office Plan Manager at Lincoln Financial Group
Industry Design
Experience
Lincoln Financial Group August 2011 - Present
Legacy Commercial Designs June 2010 - August 2011
Contract Design Associates April 2009 - June 2010
ID Collaborative February 2004 - April 2009
Interior Design Associates 2000 - 2004
Anderson Design Group 1998 - 1999
Skills
Interior Design, Space-planning, Interior Architecture, Space planning, Project Coordination, Furniture, Team Building, Finish, Budgets, Project Management, Residential Homes, Marketing, SketchUp, Contract Negotiation, Process Scheduler, Construction, Construction Management, Renovation, Hospitality, Microsoft Office, AutoCAD, Facilities Management, Submittals, Project Planning, Design Research, Contract Management, Sustainable Design, Sales, Customer Satisfaction, Purchasing, Procurement, Retail, Small Business, Space Planning
Education
Georgia Southern University 1992 — 1997
BS, Interior Design
Lincoln Financial Group August 2011 - Present
Legacy Commercial Designs June 2010 - August 2011
Contract Design Associates April 2009 - June 2010
ID Collaborative February 2004 - April 2009
Interior Design Associates 2000 - 2004
Anderson Design Group 1998 - 1999
Skills
Interior Design, Space-planning, Interior Architecture, Space planning, Project Coordination, Furniture, Team Building, Finish, Budgets, Project Management, Residential Homes, Marketing, SketchUp, Contract Negotiation, Process Scheduler, Construction, Construction Management, Renovation, Hospitality, Microsoft Office, AutoCAD, Facilities Management, Submittals, Project Planning, Design Research, Contract Management, Sustainable Design, Sales, Customer Satisfaction, Purchasing, Procurement, Retail, Small Business, Space Planning
Education
Georgia Southern University 1992 — 1997
BS, Interior Design
Jennifer Parr Jennifer Parr's Lincoln Financial Group Experience June 2015 - Present
Job ✪ Experienced ✪ IT Sr Systems Administrator, Sr Systems Analyst and Trainer
Industry Information Technology and Services
Experience
Lincoln Financial Group June 2015 - Present
Parr Associates February 2014 - June 2015
LabMD May 2010 - February 2014
Lincoln Financial Group May 2004 - June 2009
Canada Life October 1998 - May 2004
Confederation Life Insurance Company 1992 - 1998
Skills
Troubleshooting, Technical Support, Data Center, Training, Security, Process Improvement, Windows OS - XP, Vista,..., Vendor Management, Windows Server 2003..., Software Documentation, Disaster Recovery, Customer Service, Servers, Networking, Databases, Project Management, SharePoint, System Administration, Management, Testing, Business Analysis, Leadership, Customer Satisfaction, Telecommunications, Software Installation, Integration, Requirements Analysis, Operating Systems, Requirements Gathering, IT Management, Enterprise Software, VMware vCenter, Share Security, Application Support, SQL
Education
Georgia State University
Bachelors, Mathematics Major; Management\Risk Management Minor
North Metro Technical College (Chattahoochee Technical College)
Networking Technology
Lincoln Financial Group June 2015 - Present
Parr Associates February 2014 - June 2015
LabMD May 2010 - February 2014
Lincoln Financial Group May 2004 - June 2009
Canada Life October 1998 - May 2004
Confederation Life Insurance Company 1992 - 1998
Skills
Troubleshooting, Technical Support, Data Center, Training, Security, Process Improvement, Windows OS - XP, Vista,..., Vendor Management, Windows Server 2003..., Software Documentation, Disaster Recovery, Customer Service, Servers, Networking, Databases, Project Management, SharePoint, System Administration, Management, Testing, Business Analysis, Leadership, Customer Satisfaction, Telecommunications, Software Installation, Integration, Requirements Analysis, Operating Systems, Requirements Gathering, IT Management, Enterprise Software, VMware vCenter, Share Security, Application Support, SQL
Education
Georgia State University
Bachelors, Mathematics Major; Management\Risk Management Minor
North Metro Technical College (Chattahoochee Technical College)
Networking Technology
Melanie Matabhik Croxton Melanie Matabhik Croxton's Lincoln Financial Group Experience July 2010 - February 2012
Job CEO and Chief Consultant at NorthNest, LLC
Industry Financial Services
Experience
NorthNest, LLC August 2015 - Present
Pentegra Retirement Services February 2012 - August 2015
Lincoln Financial Group July 2010 - February 2012
ING August 2007 - September 2010
BB&T November 2005 - July 2007
United Way of Florida January 2001 - January 2004
United Way of Florida January 2001 - January 2004
digitalguestlist.com 2002 - 2004
Skills
Banking, CRM, Coaching, Employee Benefits, Insurance, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Program Management, Public Speaking, Retirement, Retirement Planning, Sales, Series 63, Training
Education
Florida State University 2002 — 2004
BS, Textile Science
Florida State University 2002 — 2004
B.S, Clothing Design, Merchandising and Textile Science
Florida State University 2001 — 2004
B.S, Clothing Design, Merchandising and Textile Science
NorthNest, LLC August 2015 - Present
Pentegra Retirement Services February 2012 - August 2015
Lincoln Financial Group July 2010 - February 2012
ING August 2007 - September 2010
BB&T November 2005 - July 2007
United Way of Florida January 2001 - January 2004
United Way of Florida January 2001 - January 2004
digitalguestlist.com 2002 - 2004
Skills
Banking, CRM, Coaching, Employee Benefits, Insurance, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Program Management, Public Speaking, Retirement, Retirement Planning, Sales, Series 63, Training
Education
Florida State University 2002 — 2004
BS, Textile Science
Florida State University 2002 — 2004
B.S, Clothing Design, Merchandising and Textile Science
Florida State University 2001 — 2004
B.S, Clothing Design, Merchandising and Textile Science
Teresa Wallace Teresa Wallace's Lincoln Financial Group Experience November 2012 - Present
Job Sr. Consultant, Business Systems Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group November 2012 - Present
Lincoln Financial Group August 2008 - May 2015
Lincoln Financial Group April 2003 - August 2008
Skills
SDLC, Testing, Quality Assurance, Software Documentation, Analysis, Test Planning, Test Cases, Strategy, Requirements Gathering, Business Requirements, Business Analysis, Visio, Requirements Analysis, Test Strategy, User Acceptance Testing, Systems Analysis, Process Improvement, Business Process, Vendor Management, Software Project..., Business Process...
Education
Franklin Pierce University 2003 — 2005
Bachelor of Science, Business Management
Lincoln Financial Group November 2012 - Present
Lincoln Financial Group August 2008 - May 2015
Lincoln Financial Group April 2003 - August 2008
Skills
SDLC, Testing, Quality Assurance, Software Documentation, Analysis, Test Planning, Test Cases, Strategy, Requirements Gathering, Business Requirements, Business Analysis, Visio, Requirements Analysis, Test Strategy, User Acceptance Testing, Systems Analysis, Process Improvement, Business Process, Vendor Management, Software Project..., Business Process...
Education
Franklin Pierce University 2003 — 2005
Bachelor of Science, Business Management
Brian Quach Brian Quach's Lincoln Financial Group Experience 2009 - 2009
Job Associate at L.E.K.
Industry Management Consulting
Experience
L.E.K. Consulting 2012 - Present
Moelis & Company 2011 - 2011
Merrill Lynch 2010 - 2010
AnewAmerica Community Corporation 2010 - 2010
Griffin Partners 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Lincoln Financial Group 2009 - 2009
Skills
Management Consulting, Strategy Development, Investment Banking, Private Equity, Venture Capital, Structured Finance, Equity Trading, Fixed Income, Financial Modeling, Strategy, Finance, Corporate Development, Valuation, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Fudan University
BS, Business Administration and Management, General
L.E.K. Consulting 2012 - Present
Moelis & Company 2011 - 2011
Merrill Lynch 2010 - 2010
AnewAmerica Community Corporation 2010 - 2010
Griffin Partners 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Lincoln Financial Group 2009 - 2009
Skills
Management Consulting, Strategy Development, Investment Banking, Private Equity, Venture Capital, Structured Finance, Equity Trading, Fixed Income, Financial Modeling, Strategy, Finance, Corporate Development, Valuation, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Fudan University
BS, Business Administration and Management, General
Shelley Cudly's Lincoln Financial Group Experience January 2014 - Present
Job Director, Business Solutions at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group March 2013 - January 2014
Gavilon Group, LLC March 2010 - March 2013
FirstComp Insurance March 2009 - March 2010
TD Ameritrade October 2006 - January 2009
Ameritrade October 2000 - October 2006
Compaq 1999 - 2000
Inacom 1997 - 1999
Skills
Business Analysis, Facilitation, Software Project..., Requirements Analysis, Project Management, Workshop Facilitation, Process Improvement, Facilitators, Quality Assurance, SDLC, Testing, Requirements Gathering, Leadership, Software Documentation, Analysis, Enterprise Architecture, Visio, Program Management, Software Development, Change Management, Business Intelligence, User Acceptance Testing, Management, Training
Education
Fordham University 1991 — 1993
Medieval History
Teachers College of Columbia University 1990 — 1991
MA, Student Personnel Administration
Dana College 1986 — 1990
BA, International Studies
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group March 2013 - January 2014
Gavilon Group, LLC March 2010 - March 2013
FirstComp Insurance March 2009 - March 2010
TD Ameritrade October 2006 - January 2009
Ameritrade October 2000 - October 2006
Compaq 1999 - 2000
Inacom 1997 - 1999
Skills
Business Analysis, Facilitation, Software Project..., Requirements Analysis, Project Management, Workshop Facilitation, Process Improvement, Facilitators, Quality Assurance, SDLC, Testing, Requirements Gathering, Leadership, Software Documentation, Analysis, Enterprise Architecture, Visio, Program Management, Software Development, Change Management, Business Intelligence, User Acceptance Testing, Management, Training
Education
Fordham University 1991 — 1993
Medieval History
Teachers College of Columbia University 1990 — 1991
MA, Student Personnel Administration
Dana College 1986 — 1990
BA, International Studies
Katrina Barrett, PMP's Lincoln Financial Group Experience July 2005 - February 2007
Job Assistant Controller, Internal Controls, at Halyard Health (HYH)
Industry Hospital & Health Care
Experience
Halyard Health November 2014 - Present
The Coca-Cola Company October 2010 - November 2014
Coca-Cola Enterprises September 2009 - July 2011
Coca-Cola Enterprises February 2007 - September 2009
Lincoln Financial Group July 2005 - February 2007
Lincoln Financial Group July 2004 - July 2005
Lincoln Financial Group July 2003 - July 2004
Lincoln Financial Group July 2002 - July 2003
Furman University September 2001 - June 2002
Service Resources Inc. November 1998 - September 2001
Skills
Certified Project..., Business Ethics, SOX, Internal Audit, Internal Controls, Investor Relations, Risk Management, Outsourcing, Business Process, Sarbanes-Oxley Act, Process Improvement, Sarbanes-Oxley, Strategy, Leadership, Management, Business Process..., Risk Assessment, Budgets, Program Management, Project Management, Analysis, Software Documentation, IT Audit, Policy, Auditing, Strategic Communications, Human Resources, Financial Services, Finance, Business Analysis, Business Strategy
Education
Furman University 1998 — 2002
BA, Economics
Halyard Health November 2014 - Present
The Coca-Cola Company October 2010 - November 2014
Coca-Cola Enterprises September 2009 - July 2011
Coca-Cola Enterprises February 2007 - September 2009
Lincoln Financial Group July 2005 - February 2007
Lincoln Financial Group July 2004 - July 2005
Lincoln Financial Group July 2003 - July 2004
Lincoln Financial Group July 2002 - July 2003
Furman University September 2001 - June 2002
Service Resources Inc. November 1998 - September 2001
Skills
Certified Project..., Business Ethics, SOX, Internal Audit, Internal Controls, Investor Relations, Risk Management, Outsourcing, Business Process, Sarbanes-Oxley Act, Process Improvement, Sarbanes-Oxley, Strategy, Leadership, Management, Business Process..., Risk Assessment, Budgets, Program Management, Project Management, Analysis, Software Documentation, IT Audit, Policy, Auditing, Strategic Communications, Human Resources, Financial Services, Finance, Business Analysis, Business Strategy
Education
Furman University 1998 — 2002
BA, Economics
Sabrina Glozeris's Lincoln Financial Group Experience September 2011 - Present
Job Member Services Processor Assistant, EDI at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group September 2011 - Present
Kelly Services June 2011 - September 2011
Kelly Services September 2010 - March 2011
Oriental Trading Company April 2010 - September 2010
DaVita September 2008 - March 2009
Hewitt Associates March 1998 - May 2008
Quill July 1997 - March 1998
Skills
Group Insurance, Benefits Administration, Microsoft Office, Microsoft Excel, Facebook, Outlook, Lotus Notes, Social Media, PowerPoint, Data Entry, Access, Web Marketing, Visio, Community Management, Internet, Twitter, Facebook Marketing, Social Media Marketing, Facebook Fan Page..., Windows, Excel, MS Project, Firefox
Education
Franklin University 2009 — 2013
Bachelors, eMarketing
College of Lake County 1995 — 1997
AA, History
Antioch Community High School 1991 — 1995
High School
Lincoln Financial Group September 2011 - Present
Kelly Services June 2011 - September 2011
Kelly Services September 2010 - March 2011
Oriental Trading Company April 2010 - September 2010
DaVita September 2008 - March 2009
Hewitt Associates March 1998 - May 2008
Quill July 1997 - March 1998
Skills
Group Insurance, Benefits Administration, Microsoft Office, Microsoft Excel, Facebook, Outlook, Lotus Notes, Social Media, PowerPoint, Data Entry, Access, Web Marketing, Visio, Community Management, Internet, Twitter, Facebook Marketing, Social Media Marketing, Facebook Fan Page..., Windows, Excel, MS Project, Firefox
Education
Franklin University 2009 — 2013
Bachelors, eMarketing
College of Lake County 1995 — 1997
AA, History
Antioch Community High School 1991 — 1995
High School
Bryant Bankhead, CPA's Lincoln Financial Group Experience July 2006 - April 2008
Job Fixed Income Research at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group May 2013 - Present
Delaware Investments, a member of the Macquarie Group July 2011 - May 2013
Delaware Investments April 2008 - July 2011
Lincoln Financial Group July 2006 - April 2008
Lincoln Financial Group August 2003 - July 2006
Skills
Analysis, Leadership Development, Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Investments, Mutual Funds, Financial Services, Asset Management, Financial Reporting, Valuation, Corporate Finance, Securities, Due Diligence, Process Improvement, Insurance, Fixed Income
Education
Florida Agricultural and Mechanical University 1998 — 2003
Bachelor of Science
Delaware Investments, a member of the Macquarie Group May 2013 - Present
Delaware Investments, a member of the Macquarie Group July 2011 - May 2013
Delaware Investments April 2008 - July 2011
Lincoln Financial Group July 2006 - April 2008
Lincoln Financial Group August 2003 - July 2006
Skills
Analysis, Leadership Development, Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Investments, Mutual Funds, Financial Services, Asset Management, Financial Reporting, Valuation, Corporate Finance, Securities, Due Diligence, Process Improvement, Insurance, Fixed Income
Education
Florida Agricultural and Mechanical University 1998 — 2003
Bachelor of Science
Jill Parker's Lincoln Financial Group Experience 2000 - 2003
Job Director, Consumer Lending Operations Support Management at Union Bank
Industry Banking
Experience
Union Bank May 2014 - Present
Union Bank May 2013 - April 2014
Union Bank November 2012 - April 2013
Techdemocracy LLC July 2011 - July 2012
Consulting in Renewables and Energy Storage October 2010 - July 2011
xplair Technology LLC April 2009 - September 2010
National Asset Direct, Capital Markets January 2008 - May 2010
Accredited Home Lenders 2003 - 2007
Lincoln Financial Group 2000 - 2003
Skills
Business Intelligence, Vendor Management, Business Analysis, SDLC, Requirements Analysis, Integration, Project Management, Quality Assurance, PMO, Software Project..., SOA, Management, Risk Management, Agile Methodologies, Visio, Process Improvement, Project Portfolio..., Program Management, PMP, Requirements Gathering, IT Strategy
Education
Franklin University
MBA, Business Administration
Purdue University
BA, Psychology
Union Bank May 2014 - Present
Union Bank May 2013 - April 2014
Union Bank November 2012 - April 2013
Techdemocracy LLC July 2011 - July 2012
Consulting in Renewables and Energy Storage October 2010 - July 2011
xplair Technology LLC April 2009 - September 2010
National Asset Direct, Capital Markets January 2008 - May 2010
Accredited Home Lenders 2003 - 2007
Lincoln Financial Group 2000 - 2003
Skills
Business Intelligence, Vendor Management, Business Analysis, SDLC, Requirements Analysis, Integration, Project Management, Quality Assurance, PMO, Software Project..., SOA, Management, Risk Management, Agile Methodologies, Visio, Process Improvement, Project Portfolio..., Program Management, PMP, Requirements Gathering, IT Strategy
Education
Franklin University
MBA, Business Administration
Purdue University
BA, Psychology
Chen, Cindy's Lincoln Financial Group Experience May 1993 - March 1998
Job Vice President and Head of Experience Studies, EBS
Industry Insurance
Experience
Transamerica March 2014 - Present
Transamerica January 2013 - February 2014
AEGON July 2011 - September 2012
AEGON Americas May 2004 - July 2011
CNA Insurance March 1998 - May 2004
Lincoln Financial Group May 1993 - March 1998
Skills
Actuarial Science, Financial Reporting, IFRS, Reinsurance, Internal Controls, Valuation, Sarbanes-Oxley Act, US GAAP, Embedded Value, Fixed Annuities, Pricing, Finance, Analysis, Insurance
Education
Portland State University 1989 — 1993
M.S., Mathematics
Fudan University 1982 — 1986
B.S., Electrical Engineering
Transamerica March 2014 - Present
Transamerica January 2013 - February 2014
AEGON July 2011 - September 2012
AEGON Americas May 2004 - July 2011
CNA Insurance March 1998 - May 2004
Lincoln Financial Group May 1993 - March 1998
Skills
Actuarial Science, Financial Reporting, IFRS, Reinsurance, Internal Controls, Valuation, Sarbanes-Oxley Act, US GAAP, Embedded Value, Fixed Annuities, Pricing, Finance, Analysis, Insurance
Education
Portland State University 1989 — 1993
M.S., Mathematics
Fudan University 1982 — 1986
B.S., Electrical Engineering
Glenn Rodney's Lincoln Financial Group Experience March 2003 - October 2003
Job Financial Advisor, Princor Registered Rep at GRA Advisory Group / Principal Financial Group
Industry Financial Services
Experience
GRA Advisory Group / Principal Financial Group December 2006 - Present
Capstone Financial Partners December 2003 - November 2006
Lincoln Financial Group March 2003 - October 2003
Home Solutions, LLC September 2001 - March 2003
Aeonware, Inc. December 2000 - August 2001
Buildnet, Inc January 2000 - November 2000
DeWalt Tools / Black & Decker July 1993 - December 1999
Skills
Investments, Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Life Insurance, Estate Planning, Investment Advisory, Series 6, Underwriting, Series 63, Term Life Insurance
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2000
MBA, Marketing
University of Florida 1988 — 1993
Bachelor of Science, Marketing
GRA Advisory Group / Principal Financial Group December 2006 - Present
Capstone Financial Partners December 2003 - November 2006
Lincoln Financial Group March 2003 - October 2003
Home Solutions, LLC September 2001 - March 2003
Aeonware, Inc. December 2000 - August 2001
Buildnet, Inc January 2000 - November 2000
DeWalt Tools / Black & Decker July 1993 - December 1999
Skills
Investments, Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Life Insurance, Estate Planning, Investment Advisory, Series 6, Underwriting, Series 63, Term Life Insurance
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2000
MBA, Marketing
University of Florida 1988 — 1993
Bachelor of Science, Marketing
Ann Dunphy's Lincoln Financial Group Experience 1996 - 1999
Job President Dunphy Management Consulting, Inc.
Industry Management Consulting
Experience
Dunphy Management Consulting, Inc. 1996 - Present
Metrohm USA 2011 - November 2013
Minto Group Inc. 2007 - 2012
Clerk & Comptroller, Palm Beach County 2005 - 2007
Citrix July 2006 - October 2006
Office Depot 1999 - 2005
Lincoln Financial Group 1996 - 1999
Aetna 1992 - 1996
IBM 1991 - 1992
IBM 1988 - 1991
Skills
Strategy, Change Management, Management Consulting, Organization Assessment, Leadership, Process Engineering, Business Process..., Business Transformation, Performance Metrics, Process Improvement, IT Strategy, Management, Strategic Planning, Project Management, Risk Management, Training, Program Management, Business Process, Analysis, PMO
Education
Saint Bonaventure University
Bachelor of Science (B.S.), Mathematics
Florida Institute of Technology
M.S. Management Graduate Courses
Dunphy Management Consulting, Inc. 1996 - Present
Metrohm USA 2011 - November 2013
Minto Group Inc. 2007 - 2012
Clerk & Comptroller, Palm Beach County 2005 - 2007
Citrix July 2006 - October 2006
Office Depot 1999 - 2005
Lincoln Financial Group 1996 - 1999
Aetna 1992 - 1996
IBM 1991 - 1992
IBM 1988 - 1991
Skills
Strategy, Change Management, Management Consulting, Organization Assessment, Leadership, Process Engineering, Business Process..., Business Transformation, Performance Metrics, Process Improvement, IT Strategy, Management, Strategic Planning, Project Management, Risk Management, Training, Program Management, Business Process, Analysis, PMO
Education
Saint Bonaventure University
Bachelor of Science (B.S.), Mathematics
Florida Institute of Technology
M.S. Management Graduate Courses
Andy Scanlon's Lincoln Financial Group Experience June 2009 - Present
Job Assistant Vice President & Senior Counsel at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group June 2009 - Present
CIGNA August 2005 - May 2009
Morgan, Lewis & Bockius LLP April 2004 - August 2005
Montgomery, McCracken, Walker & Rhoads, LLP July 2000 - April 2004
Skills
Corporate Law, ERISA, Employee Benefits, 401k, Licensing, Securities, Litigation, Mediation, Corporate Governance, Insurance, Financial Services, Commercial Litigation, Due Diligence, Employment Law, Arbitration, Mergers & Acquisitions
Education
Georgetown University Law Center
University of Florida - Warrington College of Business Administration
University of Pittsburgh
Villanova University
Lincoln Financial Group June 2009 - Present
CIGNA August 2005 - May 2009
Morgan, Lewis & Bockius LLP April 2004 - August 2005
Montgomery, McCracken, Walker & Rhoads, LLP July 2000 - April 2004
Skills
Corporate Law, ERISA, Employee Benefits, 401k, Licensing, Securities, Litigation, Mediation, Corporate Governance, Insurance, Financial Services, Commercial Litigation, Due Diligence, Employment Law, Arbitration, Mergers & Acquisitions
Education
Georgetown University Law Center
University of Florida - Warrington College of Business Administration
University of Pittsburgh
Villanova University
Mike Mavity's Lincoln Financial Group Experience IT managerChubbLife1991 - 1997
Job Assisting Pastor
Industry Religious Institutions
Experience
Lincoln Financial Group IT managerChubbLife1991 - 1997
SCT Yarns 1986 - 1990
American National Bank 1983 - 1988
Education
Franklin Pierce University 2004 — 2007
Lincoln Financial Group IT managerChubbLife1991 - 1997
SCT Yarns 1986 - 1990
American National Bank 1983 - 1988
Education
Franklin Pierce University 2004 — 2007
Don Roberson's Lincoln Financial Group Experience August 2003 - August 2006
Job Managing Director, Distribution, ProShares
Industry Financial Services
Experience
ProShares May 2010 - Present
Lincoln Financial Distributors August 2006 - July 2009
Lincoln Financial Group August 2003 - August 2006
Funds Distributor, Inc. 1992 - 1998
Prudential Securities 1981 - 1990
Skills
Customer Service, Mutual Funds, Series 7, ETFs, Alternative Investments, Asset Allocation, Wealth Management, Separately Managed..., Investments, Asset Managment, Investment Advisory, Series 24, Retirement, Investment Strategies, Risk Management, Strategic Financial..., Financial Services, Sales, Hedge Funds, Financial Markets, Equities, New Business Development, Portfolio Management, Strategy, Asset Management, Investment Management, 401k, Defined Contribution, Marketing, Fixed Income, Financial Advisory, Relationship Management, Institutional, Pensions, Life Insurance
Education
Florida State University - College of Business 1975 — 1977
BS- Marketing, Marketing & Accounting
ProShares May 2010 - Present
Lincoln Financial Distributors August 2006 - July 2009
Lincoln Financial Group August 2003 - August 2006
Funds Distributor, Inc. 1992 - 1998
Prudential Securities 1981 - 1990
Skills
Customer Service, Mutual Funds, Series 7, ETFs, Alternative Investments, Asset Allocation, Wealth Management, Separately Managed..., Investments, Asset Managment, Investment Advisory, Series 24, Retirement, Investment Strategies, Risk Management, Strategic Financial..., Financial Services, Sales, Hedge Funds, Financial Markets, Equities, New Business Development, Portfolio Management, Strategy, Asset Management, Investment Management, 401k, Defined Contribution, Marketing, Fixed Income, Financial Advisory, Relationship Management, Institutional, Pensions, Life Insurance
Education
Florida State University - College of Business 1975 — 1977
BS- Marketing, Marketing & Accounting
Karen Miller McGrane's Lincoln Financial Group Experience July 2014 - Present
Job Sales Coordinator at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group July 2014 - Present
Skills
Group Insurance, Underwriting, Risk Analysis, Disability Insurance, Microsoft Office, Customer Service, Building Relationships, Administrative Work, Communication Skills, Insurance, Bookkeeping
Education
Franklin & Marshall College 1981 — 1985
BA, Business Administration
Lincoln Financial Group July 2014 - Present
Skills
Group Insurance, Underwriting, Risk Analysis, Disability Insurance, Microsoft Office, Customer Service, Building Relationships, Administrative Work, Communication Skills, Insurance, Bookkeeping
Education
Franklin & Marshall College 1981 — 1985
BA, Business Administration
Kelly Schnute's Lincoln Financial Group Experience October 2004 - Present
Job Midmarket Account Manager & Renewal Consultant at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group October 2004 - Present
Skills
Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Group Insurance, Health Insurance, Accident, Sales Management, Brokers, Health Savings Accounts, Sales, Life Insurance, Critical Illness, Underwriting, Customer Service
Education
Florida Atlantic University 2000 — 2004
Toms River North
Lincoln Financial Group October 2004 - Present
Skills
Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Group Insurance, Health Insurance, Accident, Sales Management, Brokers, Health Savings Accounts, Sales, Life Insurance, Critical Illness, Underwriting, Customer Service
Education
Florida Atlantic University 2000 — 2004
Toms River North
Noble Judy's Lincoln Financial Group Experience 2004 - 2006
Job at Metropolitan Property Management, Inc.
Industry Financial Services
Experience
Metropolitan Property Management, Inc. July 2009 - Present
UBS Financial Services February 2007 - May 2009
Lincoln Financial Group 2004 - 2006
Skills
Investments, Portfolio Management, Financial Analysis, Financial Services, Real Estate, Property Management, Valuation, Retirement Planning, Wealth Management, Loans, Series 7, Negotiation, Asset Allocation, Mutual Funds
Education
Furman University 1999 — 2004
BA, Business Administration
Montgomery Bell Academy 1993 — 1999
Metropolitan Property Management, Inc. July 2009 - Present
UBS Financial Services February 2007 - May 2009
Lincoln Financial Group 2004 - 2006
Skills
Investments, Portfolio Management, Financial Analysis, Financial Services, Real Estate, Property Management, Valuation, Retirement Planning, Wealth Management, Loans, Series 7, Negotiation, Asset Allocation, Mutual Funds
Education
Furman University 1999 — 2004
BA, Business Administration
Montgomery Bell Academy 1993 — 1999
Brandon Kitchen's Lincoln Financial Group Experience May 2006 - October 2007
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank NA July 2010 - Present
JPMorgan Chase Bank November 2007 - July 2010
Lincoln Financial Group May 2006 - October 2007
Connor Concepts, The Chop House August 2000 - May 2006
Skills
Consumer Lending, Loans, Small Business Lending, Series 6, Credit, Series 7, Series 66, Series 63, Life Insurance License, Business Banking, Consumer Banking, Inventory Management, Profit & Loss Management, Employee Relations, Hiring/firing, Staff Scheduling, Building Customer..., Retirement Planning, Relationship Management, Insurance, Wealth Management, Investment Advisory, Portfolio Management, Securities, Financial Advisory, IRAs, Asset Allocation, Retirement, Fixed Annuities, Asset Management, Strategic Financial...
Education
University of Kentucky 2000 — 2003
Bachelor of Science, Finance
Georgetown College 1998 — 1999
JPMorgan Chase Bank NA July 2010 - Present
JPMorgan Chase Bank November 2007 - July 2010
Lincoln Financial Group May 2006 - October 2007
Connor Concepts, The Chop House August 2000 - May 2006
Skills
Consumer Lending, Loans, Small Business Lending, Series 6, Credit, Series 7, Series 66, Series 63, Life Insurance License, Business Banking, Consumer Banking, Inventory Management, Profit & Loss Management, Employee Relations, Hiring/firing, Staff Scheduling, Building Customer..., Retirement Planning, Relationship Management, Insurance, Wealth Management, Investment Advisory, Portfolio Management, Securities, Financial Advisory, IRAs, Asset Allocation, Retirement, Fixed Annuities, Asset Management, Strategic Financial...
Education
University of Kentucky 2000 — 2003
Bachelor of Science, Finance
Georgetown College 1998 — 1999
Deborah Matott's Lincoln Financial Group Experience January 2013 - Present
Job Supervisor at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group January 2013 - Present
LFG August 1985 - Present
Lincoln Financial Group January 2009 - January 2013
Education
Franklin Pierce College 2006 — 2013
Bachelor's degree, Business Administration, Management and Operations
Lincoln Financial Group January 2013 - Present
LFG August 1985 - Present
Lincoln Financial Group January 2009 - January 2013
Education
Franklin Pierce College 2006 — 2013
Bachelor's degree, Business Administration, Management and Operations
John Liebl's Lincoln Financial Group Experience October 2012 - Present
Job Senior Applications Developer at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group October 2012 - Present
JDSU July 2000 - November 2012
Alltel Information Services January 1998 - July 2000
Skills
Agile Methodologies, AJAX Frameworks, Business Process..., Change Management, Eclipse, Enterprise Risk..., ERP, Information Technology, Information Security, Java, JavaScript, JIRA, JSF, JUnit, Linux, Mobile Technology, Outsourcing Management, Mac OS X, PostgreSQL, RichFaces, SDLC, Software Project..., Spring, SQL, Subversion, Sybase, Tomcat, Unix, Weblogic, XML
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master of Science, Managing Information Technology
Georgia State University
Bachelor of Business Administration, Computer Information System
Lincoln Financial Group October 2012 - Present
JDSU July 2000 - November 2012
Alltel Information Services January 1998 - July 2000
Skills
Agile Methodologies, AJAX Frameworks, Business Process..., Change Management, Eclipse, Enterprise Risk..., ERP, Information Technology, Information Security, Java, JavaScript, JIRA, JSF, JUnit, Linux, Mobile Technology, Outsourcing Management, Mac OS X, PostgreSQL, RichFaces, SDLC, Software Project..., Spring, SQL, Subversion, Sybase, Tomcat, Unix, Weblogic, XML
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master of Science, Managing Information Technology
Georgia State University
Bachelor of Business Administration, Computer Information System
Marie Pinto's Lincoln Financial Group Experience October 1990 - June 2009
Job at
Industry Marketing and Advertising
Experience
Merchants Fleet Management August 2014 - Present
Merchants Fleet Management April 2013 - August 2014
Lenscrafters September 2009 - April 2013
Lincoln Financial Group October 1990 - June 2009
Image Engineering Corporation 1984 - 1990
Skills
Marketing, Strategic Communications, Management, Editing, Budgets, Sales Management, Coaching, Photography, Negotiation, Insurance, Video, Sales, Marketing Communications, Marketing Management, Account Management, Customer Service, Public Relations, Event Planning, Retail, Creative Direction, Brand Management, Email Marketing
Education
Franklin Pierce University 1993 — 1997
Bachelor of Science
Merchants Fleet Management August 2014 - Present
Merchants Fleet Management April 2013 - August 2014
Lenscrafters September 2009 - April 2013
Lincoln Financial Group October 1990 - June 2009
Image Engineering Corporation 1984 - 1990
Skills
Marketing, Strategic Communications, Management, Editing, Budgets, Sales Management, Coaching, Photography, Negotiation, Insurance, Video, Sales, Marketing Communications, Marketing Management, Account Management, Customer Service, Public Relations, Event Planning, Retail, Creative Direction, Brand Management, Email Marketing
Education
Franklin Pierce University 1993 — 1997
Bachelor of Science
Saumil Manek's Lincoln Financial Group Experience January 1997 - January 1999
Job Owner XAVER JEWELS
Industry Retail
Experience
XJ DIAMONDS January 2001 - Present
XAVER JEWELS, INC January 2001 - Present
Nside Magazine January 2014 - December 2014
Pink Star January 2001 - January 2001
DIAMOND SORTING January 1999 - January 2000
Lincoln Financial Group January 1997 - January 1999
Skills
Gemology, Diamonds, Gems, Jewelry, Watches, Watch Repair, Designer Jewelry, Diamond Jewelry, Diamond Grading, Handmade Jewelry, jewelry repair, Silver, Retail, Luxury Goods, Wholesale, Luxury, Customer Service, Leadership, Management, Sales, Sales Management, Marketing, Negotiation
Education
Gemological Institute of America 2003 — 2004
A.J.P, Diamonds
Gemological Institute of America 2002 — 2003
DIAMOND GRADER, DIAMOND GRADER
University of Houston 1994 — 1998
FINANCE, Finance, General
University of Houston 1993 — 1998
Bachelor's, Finance and Business Administration
XJ DIAMONDS January 2001 - Present
XAVER JEWELS, INC January 2001 - Present
Nside Magazine January 2014 - December 2014
Pink Star January 2001 - January 2001
DIAMOND SORTING January 1999 - January 2000
Lincoln Financial Group January 1997 - January 1999
Skills
Gemology, Diamonds, Gems, Jewelry, Watches, Watch Repair, Designer Jewelry, Diamond Jewelry, Diamond Grading, Handmade Jewelry, jewelry repair, Silver, Retail, Luxury Goods, Wholesale, Luxury, Customer Service, Leadership, Management, Sales, Sales Management, Marketing, Negotiation
Education
Gemological Institute of America 2003 — 2004
A.J.P, Diamonds
Gemological Institute of America 2002 — 2003
DIAMOND GRADER, DIAMOND GRADER
University of Houston 1994 — 1998
FINANCE, Finance, General
University of Houston 1993 — 1998
Bachelor's, Finance and Business Administration
Lindey Loftin's Lincoln Financial Group Experience 2009 - Present
Job Actuarial Analyst at Horizon Actuarial Services
Industry Insurance
Experience
Horizon Actuarial Services June 2009 - Present
Lincoln Financial Group 2009 - Present
Skills
Actuarial Science, VBA, Data Mining, Defined Benefit, Data Analysis, Pensions
Education
University of North Carolina at Charlotte 2006 — 2009
BA, Mathematics
Florida State University 2002 — 2004
Horizon Actuarial Services June 2009 - Present
Lincoln Financial Group 2009 - Present
Skills
Actuarial Science, VBA, Data Mining, Defined Benefit, Data Analysis, Pensions
Education
University of North Carolina at Charlotte 2006 — 2009
BA, Mathematics
Florida State University 2002 — 2004
Nicolle Jackson's Lincoln Financial Group Experience November 2014 - Present
Job Claims Examiner Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group November 2014 - Present
Swerdlin & Company July 2008 - February 2010
Education
Georgia State University 2010 — 2013
Bachelor of Arts (B.A.), Psychology, 3.72
Georgia State University 2010 — 2013
Bachelor's degree, Psychology
Lincoln Financial Group November 2014 - Present
Swerdlin & Company July 2008 - February 2010
Education
Georgia State University 2010 — 2013
Bachelor of Arts (B.A.), Psychology, 3.72
Georgia State University 2010 — 2013
Bachelor's degree, Psychology
Lon Bryan's Lincoln Financial Group Experience 2001 - Present
Job Employee Benefit Sales at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group 2001 - Present
Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Term Life Insurance, Dental Insurance, Life Insurance, Benefits Administration, Account Management, Health Savings Accounts, Group Insurance, Universal Life, Long-term Care, Brokers, Underwriting, Marketing, Accident, Sales, Critical Illness, Customer Service
Education
Florida State University 1997 — 2001
Lincoln Financial Group 2001 - Present
Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Term Life Insurance, Dental Insurance, Life Insurance, Benefits Administration, Account Management, Health Savings Accounts, Group Insurance, Universal Life, Long-term Care, Brokers, Underwriting, Marketing, Accident, Sales, Critical Illness, Customer Service
Education
Florida State University 1997 — 2001
Susan Gossett's Lincoln Financial Group Experience June 2010 - Present
Job Senior Application Developer at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group June 2010 - Present
Computer Sciences Corporation December 1998 - December 2008
Education
Florida International University
BS, Computer Science
Lincoln Financial Group June 2010 - Present
Computer Sciences Corporation December 1998 - December 2008
Education
Florida International University
BS, Computer Science
Jay Kotecha's Lincoln Financial Group Experience
Job Lead Financial Underwriter at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group
Skills
Managed Care, Disability Insurance, Brokers, Insurance, Underwriting, Life Insurance, Employee Benefits, Term Life Insurance
Education
Georgia State University 2000 — 2006
Business, Management
Georgia State
Lincoln Financial Group
Skills
Managed Care, Disability Insurance, Brokers, Insurance, Underwriting, Life Insurance, Employee Benefits, Term Life Insurance
Education
Georgia State University 2000 — 2006
Business, Management
Georgia State
Phyllis Tyson's Lincoln Financial Group Experience August 2008 - Present
Job Registered Nurse at Atlanta Medical Center
Industry Hospital & Health Care
Experience
Lincoln Financial Group August 2008 - Present
Lincoln Financial Group January 2008 - Present
Atlanta Medical Center July 1985 - Present
Atlanta Medical Center January 1985 - Present
Atlanta Medical Center January 1999 - January 2006
Skills
Certified Case Manager
Education
Georgia State University
MASTERS OF SCIENCE, NURSING
Georgia State University
MSN, Adult Health Nursing
WEST GEORGIA STATE UNIVERSITY
ASSOCIATE DEGREE, NURSING
Lincoln Financial Group August 2008 - Present
Lincoln Financial Group January 2008 - Present
Atlanta Medical Center July 1985 - Present
Atlanta Medical Center January 1985 - Present
Atlanta Medical Center January 1999 - January 2006
Skills
Certified Case Manager
Education
Georgia State University
MASTERS OF SCIENCE, NURSING
Georgia State University
MSN, Adult Health Nursing
WEST GEORGIA STATE UNIVERSITY
ASSOCIATE DEGREE, NURSING
Wendy Chase's Lincoln Financial Group Experience 2002 - Present
Job VP customer service at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group 2002 - Present
Skills
Insurance, Customer Experience, Financial Services, Customer Service, Relationship Management, Leadership, Change Management, Business Process..., Customer Retention, Management, Outsourcing
Education
Franklin Pierce University
Master of Business Administration (M.B.A.)
Lincoln Financial Group 2002 - Present
Skills
Insurance, Customer Experience, Financial Services, Customer Service, Relationship Management, Leadership, Change Management, Business Process..., Customer Retention, Management, Outsourcing
Education
Franklin Pierce University
Master of Business Administration (M.B.A.)
J. Belle Schneider's Lincoln Financial Group Experience 2007 - 2008
Job Business Development Specialist at VLP Financial Advisors
Industry Financial Services
Experience
VLP Financial Advisors March 2014 - Present
Management Concepts 2008 - March 2014
TITLE Boxing Club December 2012 - December 2013
Lincoln Financial Group 2007 - 2008
Skills
Training, ADDIE, E-Learning, Captivate, Instructional Design, Blended Learning, Needs Analysis, Economics, Software Documentation, Instructor-led Training, Microsoft Office, Prezi, Adobe Creative Suite, Financial Accounting, Strategic Financial..., Learning Management..., SharePoint, Boxing, Kickboxing, Personal Training, Articulate Studio, SnagIt, Technical Writing, Ebay Sales
Education
George Mason University 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Economics
Northern Virginia Community College
Certificate, Machine Shop
VLP Financial Advisors March 2014 - Present
Management Concepts 2008 - March 2014
TITLE Boxing Club December 2012 - December 2013
Lincoln Financial Group 2007 - 2008
Skills
Training, ADDIE, E-Learning, Captivate, Instructional Design, Blended Learning, Needs Analysis, Economics, Software Documentation, Instructor-led Training, Microsoft Office, Prezi, Adobe Creative Suite, Financial Accounting, Strategic Financial..., Learning Management..., SharePoint, Boxing, Kickboxing, Personal Training, Articulate Studio, SnagIt, Technical Writing, Ebay Sales
Education
George Mason University 2002 — 2005
Bachelor of Applied Science (B.A.Sc.), Economics
Northern Virginia Community College
Certificate, Machine Shop
Joe McKinnon's Lincoln Financial Group Experience June 2002 - Present
Job AVP Inforce Product Mgmt at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group June 2002 - Present
AIG September 1996 - June 2002
United Companies Life Insurance Company September 1994 - September 1996
Confederation Life Insurance Company April 1982 - September 1994
Skills
Actuarial Science, Fixed Annuities, Pensions, Risk Management, Insurance, Life Insurance, Budgets, Financial Modeling, Retirement, Reinsurance, ALM, Investments, Financial Risk, Long-term Care, Strategic Planning, Health Insurance, Data Analysis, Employee Benefits, Valuation, Variable Annuities, Underwriting, Economic Capital
Education
Georgia State University - J. Mack Robinson College of Business 1978 — 1980
MAS, Actuarial Science
University of Alabama 1974 — 1978
BS, Accounting
Lincoln Financial Group June 2002 - Present
AIG September 1996 - June 2002
United Companies Life Insurance Company September 1994 - September 1996
Confederation Life Insurance Company April 1982 - September 1994
Skills
Actuarial Science, Fixed Annuities, Pensions, Risk Management, Insurance, Life Insurance, Budgets, Financial Modeling, Retirement, Reinsurance, ALM, Investments, Financial Risk, Long-term Care, Strategic Planning, Health Insurance, Data Analysis, Employee Benefits, Valuation, Variable Annuities, Underwriting, Economic Capital
Education
Georgia State University - J. Mack Robinson College of Business 1978 — 1980
MAS, Actuarial Science
University of Alabama 1974 — 1978
BS, Accounting
Cheryl Busenlehner's Lincoln Financial Group Experience April 2015 - Present
Job RFP Consultant at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group April 2015 - Present
KBR March 2008 - January 2015
KBR/BE&K June 2007 - March 2008
Tri-State Consulting Services, Inc. June 2002 - May 2007
Skills
Project Management, Engineering, Contract Management, Microsoft Office, SharePoint, Management, Proposal Writing, Project Planning, Software Development, Leadership, Microsoft Excel, PowerPoint, Process Improvement, Analysis, Communicative Skills, Organization
Education
Post University 2011 — 2015
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Gadsden State Community College 2000 — 2002
Computer Science
Lincoln Financial Group April 2015 - Present
KBR March 2008 - January 2015
KBR/BE&K June 2007 - March 2008
Tri-State Consulting Services, Inc. June 2002 - May 2007
Skills
Project Management, Engineering, Contract Management, Microsoft Office, SharePoint, Management, Proposal Writing, Project Planning, Software Development, Leadership, Microsoft Excel, PowerPoint, Process Improvement, Analysis, Communicative Skills, Organization
Education
Post University 2011 — 2015
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Gadsden State Community College 2000 — 2002
Computer Science
Bryn Snyder's Lincoln Financial Group Experience November 2012 - September 2014
Job Administrative Specialist
Industry Insurance
Experience
Randstad February 2015 - Present
Lincoln Financial Group November 2012 - September 2014
Berry & Associates November 2009 - November 2012
Skills
Outlook, Data Entry, Word, Retail, Excel, Microsoft Office, Time Management, Teamwork, Leadership, Customer Satisfaction, Inventory Management, Customer Service, Disability Insurance, Mail Sorting, Bulk Mailing, Microsoft Word, Microsoft Excel, Databases
Education
Georgia State University
Philosophy and Religious Studies
Georgia Perimeter College
General Studies
Randstad February 2015 - Present
Lincoln Financial Group November 2012 - September 2014
Berry & Associates November 2009 - November 2012
Skills
Outlook, Data Entry, Word, Retail, Excel, Microsoft Office, Time Management, Teamwork, Leadership, Customer Satisfaction, Inventory Management, Customer Service, Disability Insurance, Mail Sorting, Bulk Mailing, Microsoft Word, Microsoft Excel, Databases
Education
Georgia State University
Philosophy and Religious Studies
Georgia Perimeter College
General Studies
Paul M. Lawless, CHFC's Lincoln Financial Group Experience June 1984 - May 1994
Job Helping Entrepreneurs Protect, Grow and Tranfer their Wealth
Industry Financial Services
Experience
Lawless, Edwards, & Warren - Wealth Management May 1994 - Present
Lincoln Financial Group June 1984 - May 1994
Merrill Lynch 1983 - 1984
Skills
Investments, Securities, Asset Management, Retirement Planning, Strategic Financial..., Strategic Planning, Fixed Annuities, Financial Services, Business Planning, Sales Management, Series 7, Wealth Management, Investment Advisory..., Asset Allocation, Private Equity, Entrepreneurship, Management, Mutual Funds, Finance, Due Diligence, Portfolio Management, Life Insurance, Mergers & Acquisitions, Series 63, Small Business, Alternative Investments
Education
Florida Atlantic University
Bachelor's Degree, International Business
Lawless, Edwards, & Warren - Wealth Management May 1994 - Present
Lincoln Financial Group June 1984 - May 1994
Merrill Lynch 1983 - 1984
Skills
Investments, Securities, Asset Management, Retirement Planning, Strategic Financial..., Strategic Planning, Fixed Annuities, Financial Services, Business Planning, Sales Management, Series 7, Wealth Management, Investment Advisory..., Asset Allocation, Private Equity, Entrepreneurship, Management, Mutual Funds, Finance, Due Diligence, Portfolio Management, Life Insurance, Mergers & Acquisitions, Series 63, Small Business, Alternative Investments
Education
Florida Atlantic University
Bachelor's Degree, International Business
Robert Lenehan's Lincoln Financial Group Experience 1987 - 2004
Job Retired
Industry Legal Services
Experience
The Landings 2008 - Present
Lincoln Financial Group 1987 - 2004
Gross Hyde & Williams 1982 - 1987
Hall Monahan Engle Mahan & Mitchell 1978 - 1982
Internal Revenue Service 1973 - 1978
Education
Georgetown University Law Center 1975 — 1977
LLM, Taxation
University of Colorado at Boulder 1967 — 1972
JD
Georgetown University 1963 — 1967
BA, History
The Landings 2008 - Present
Lincoln Financial Group 1987 - 2004
Gross Hyde & Williams 1982 - 1987
Hall Monahan Engle Mahan & Mitchell 1978 - 1982
Internal Revenue Service 1973 - 1978
Education
Georgetown University Law Center 1975 — 1977
LLM, Taxation
University of Colorado at Boulder 1967 — 1972
JD
Georgetown University 1963 — 1967
BA, History
John Aubertin's Lincoln Financial Group Experience November 2007 - Present
Job Investment Services Administrator at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group November 2007 - Present
The Home Depot August 2002 - November 2007
Education
Southern New Hampshire University 2010 — 2012
Global MBA, International Business and Finance
Franklin Pierce University 2004 — 2008
Bachelor of Science, Management
Lincoln Financial Group November 2007 - Present
The Home Depot August 2002 - November 2007
Education
Southern New Hampshire University 2010 — 2012
Global MBA, International Business and Finance
Franklin Pierce University 2004 — 2008
Bachelor of Science, Management
james grey's Lincoln Financial Group Experience ConsultantScunci2005 - 2006
Job Print Production Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group ConsultantScunci2005 - 2006
Education
Franklin & Marshall College 1972 — 1976
BA, Psychology
Lincoln Financial Group ConsultantScunci2005 - 2006
Education
Franklin & Marshall College 1972 — 1976
BA, Psychology
Sonia Dewan's Lincoln Financial Group Experience June 2013 - Present
Job Account Manager at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group June 2013 - Present
Lincoln Financial Group August 2009 - June 2013
Lincoln Financial Group August 2008 - August 2009
Lincoln Financial Group August 2007 - August 2008
Skills
Strategy, Analysis, Employee Benefits, Risk Management, Financial Reporting, Management, Business Analysis, Underwriting, Competitive Analysis, Insurance, Disability Insurance, Term Life Insurance, Training, Customer Service, Dental Insurance
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Fordham University - Graduate School of Business Administration 2013 — 2013
Master of Business Administration (MBA)
Temple University - Fox School of Business and Management 2003 — 2007
BBA, Finance & Legal Studies
Lincoln Financial Group June 2013 - Present
Lincoln Financial Group August 2009 - June 2013
Lincoln Financial Group August 2008 - August 2009
Lincoln Financial Group August 2007 - August 2008
Skills
Strategy, Analysis, Employee Benefits, Risk Management, Financial Reporting, Management, Business Analysis, Underwriting, Competitive Analysis, Insurance, Disability Insurance, Term Life Insurance, Training, Customer Service, Dental Insurance
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Fordham University - Graduate School of Business Administration 2013 — 2013
Master of Business Administration (MBA)
Temple University - Fox School of Business and Management 2003 — 2007
BBA, Finance & Legal Studies
Mary Hostetter's Lincoln Financial Group Experience July 2013 - Present
Job Customer Contact Center Director at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group July 2013 - Present
Lincoln Financial Group October 2010 - Present
Nationwide Insurance October 2005 - July 2010
Nationwide Insurance December 2004 - October 2005
Nationwide Insurance May 2003 - December 2004
Nationwide Insurance June 2001 - May 2003
Nationwide Insurance May 2000 - June 2001
Nationwide Financial January 1999 - January 2000
Nationwide Financial January 1998 - January 1999
Nationwide Financial, Fixed and Variable Annuities January 1997 - January 1998
Skills
Insurance, Call Center, Call Centers, Coaching, Human Resources, Leadership, Management, Process Improvement, Project Management, Sales, Strategy, Customer Service, Business Analysis, Employee Engagement, Time Management, Quality Assurance, Vendor Management
Education
Franklin University
Business Administration
Lincoln Financial Group July 2013 - Present
Lincoln Financial Group October 2010 - Present
Nationwide Insurance October 2005 - July 2010
Nationwide Insurance December 2004 - October 2005
Nationwide Insurance May 2003 - December 2004
Nationwide Insurance June 2001 - May 2003
Nationwide Insurance May 2000 - June 2001
Nationwide Financial January 1999 - January 2000
Nationwide Financial January 1998 - January 1999
Nationwide Financial, Fixed and Variable Annuities January 1997 - January 1998
Skills
Insurance, Call Center, Call Centers, Coaching, Human Resources, Leadership, Management, Process Improvement, Project Management, Sales, Strategy, Customer Service, Business Analysis, Employee Engagement, Time Management, Quality Assurance, Vendor Management
Education
Franklin University
Business Administration
Deborah Hawkins, PMP's Lincoln Financial Group Experience May 2012 - Present
Job Manager of the PMO at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group May 2012 - Present
Lincoln Financial Group August 2011 - May 2012
The Hartford August 2008 - December 2009
The Hartford April 2007 - August 2008
Skills
Coaching, Budgets, Project Management, Management, Business Analysis, Team Building, Testing, Project Portfolio..., Solution Architecture, PMO, SDLC
Education
Furman University 1974 — 1978
BA, Education
Lincoln Financial Group May 2012 - Present
Lincoln Financial Group August 2011 - May 2012
The Hartford August 2008 - December 2009
The Hartford April 2007 - August 2008
Skills
Coaching, Budgets, Project Management, Management, Business Analysis, Team Building, Testing, Project Portfolio..., Solution Architecture, PMO, SDLC
Education
Furman University 1974 — 1978
BA, Education
Hicks Lila's Lincoln Financial Group Experience June 2015 - Present
Job Underwriting Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group June 2013 - Present
Lincoln Financial Group April 2004 - June 2013
MetLife April 2000 - 2003
Skills
Employee Benefits, Insurance, Risk Management, Health Insurance, Financial Services
Education
Georgia Perimeter College
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group June 2013 - Present
Lincoln Financial Group April 2004 - June 2013
MetLife April 2000 - 2003
Skills
Employee Benefits, Insurance, Risk Management, Health Insurance, Financial Services
Education
Georgia Perimeter College
Jarod Carter's Lincoln Financial Group Experience January 2014 - Present
Job Account Manager, MidMarket at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group May 2013 - January 2014
Lincoln Financial Group June 2010 - May 2013
Cigarette Racing Team, LLC May 2006 - May 2010
Jefferson Pilot Financial May 2004 - May 2006
Skills
Insurance, Account Management, Disability Insurance, Health Insurance, Employee Benefits, Life Insurance, Sales, Brokers, Underwriting, Workers Compensation, Training, Management, Risk Management, Marketing, Retirement Planning, Leadership, Term Life Insurance, Fixed Annuities, 401k, Benefits Administration, Sales Management, Long-term Care, Long Term Care Insurance, Strategic Financial..., Retirement, Health Savings Accounts, Property & Casualty..., Customer Retention, Onboarding, COBRA, Call Centers
Education
Florida Atlantic University 2001 — 2004
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Dade Christian School
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group May 2013 - January 2014
Lincoln Financial Group June 2010 - May 2013
Cigarette Racing Team, LLC May 2006 - May 2010
Jefferson Pilot Financial May 2004 - May 2006
Skills
Insurance, Account Management, Disability Insurance, Health Insurance, Employee Benefits, Life Insurance, Sales, Brokers, Underwriting, Workers Compensation, Training, Management, Risk Management, Marketing, Retirement Planning, Leadership, Term Life Insurance, Fixed Annuities, 401k, Benefits Administration, Sales Management, Long-term Care, Long Term Care Insurance, Strategic Financial..., Retirement, Health Savings Accounts, Property & Casualty..., Customer Retention, Onboarding, COBRA, Call Centers
Education
Florida Atlantic University 2001 — 2004
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Dade Christian School
Karen E. Toth's Lincoln Financial Group Experience June 2011 - September 2013
Job Attorney with inhouse (financial services) and large law firm experience
Industry Financial Services
Experience
SEI May 2014 - November 2014
Lincoln Financial Group June 2011 - September 2013
Willig, WIlliams & Davidson 2009 - 2011
Wolf Block 1999 - 2008
Skills
Employee Benefits, Litigation, ERISA, Securities, Securities Regulation, Retirement, Corporate Law, Legal Research, Corporate Governance
Education
Georgetown University Law Center
LL.M., Taxation
Temple University School of Law
JD, Law
Miami University
B.S., Finance, Organizational Behavior
SEI May 2014 - November 2014
Lincoln Financial Group June 2011 - September 2013
Willig, WIlliams & Davidson 2009 - 2011
Wolf Block 1999 - 2008
Skills
Employee Benefits, Litigation, ERISA, Securities, Securities Regulation, Retirement, Corporate Law, Legal Research, Corporate Governance
Education
Georgetown University Law Center
LL.M., Taxation
Temple University School of Law
JD, Law
Miami University
B.S., Finance, Organizational Behavior
David Krawczyk's Lincoln Financial Group Experience July 2015 - Present
Job Business Analyst from Vertex / Ebix Consulting at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group July 2015 - Present
VERTEX, Inc. February 1999 - Present
Knights of Columbus June 2012 - July 2015
DST Systems December 2010 - June 2012
MassMutual Financial Group 2008 - 2010
Phoenix Life Insurance Company 2003 - 2008
The Hartford May 2002 - May 2003
FAS - Financial Administrative Services February 1999 - September 2001
Travelers / Citigroup September 1989 - February 1999
WFAN 1988 - 1990
Skills
Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Waterfall, Visio, Business Process, SharePoint, SDLC, Insurance, Systems Analysis, Testing, Vendor Management, Business Process..., User Acceptance Testing, Test Planning, PMO, Software Documentation
Education
Fordham University 1985 — 1989
BA, Communications
Lincoln Financial Group July 2015 - Present
VERTEX, Inc. February 1999 - Present
Knights of Columbus June 2012 - July 2015
DST Systems December 2010 - June 2012
MassMutual Financial Group 2008 - 2010
Phoenix Life Insurance Company 2003 - 2008
The Hartford May 2002 - May 2003
FAS - Financial Administrative Services February 1999 - September 2001
Travelers / Citigroup September 1989 - February 1999
WFAN 1988 - 1990
Skills
Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Waterfall, Visio, Business Process, SharePoint, SDLC, Insurance, Systems Analysis, Testing, Vendor Management, Business Process..., User Acceptance Testing, Test Planning, PMO, Software Documentation
Education
Fordham University 1985 — 1989
BA, Communications
Joan Rauch's Lincoln Financial Group Experience May 2007 - Present
Job New Business Associate, II at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2007 - Present
Education
Gaston College 1986 — 1988
Maple Grove Jr.-Sr. High School 1970 — 1976
Lincoln Financial Group May 2007 - Present
Education
Gaston College 1986 — 1988
Maple Grove Jr.-Sr. High School 1970 — 1976
Kris Kattmann's Lincoln Financial Group Experience September 2012 - Present
Job VP Head of Business Risk Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2012 - Present
Lincoln Financial Group May 2004 - September 2012
Lincoln Financial Group January 1994 - May 2004
Lincoln Financial Group September 1986 - January 1994
Skills
Business Risk Management, Fixed and Indexed..., Product Management, Product Development, ALM, Actuarial Science, Life Insurance, Insurance, Risk Management, Fixed Annuities, Pensions, Reinsurance, Leadership, Retirement, Analytics, Business Analysis, Financial Services, Analysis, Portfolio Management, Series 6, Securities, Strategic Financial..., Data Analysis, Asset Management, Underwriting, Variable Annuities, Process Improvement, Investments, Asset Allocation, Series 63, Mutual Funds, Retirement Planning, Defined Benefit, Vendor Management, FINRA, 401k, Wealth Management, Financial Modeling
Education
Georgetown University 1982 — 1986
Bachelor of Science (BS), Mathematics
Lincoln Financial Group September 2012 - Present
Lincoln Financial Group May 2004 - September 2012
Lincoln Financial Group January 1994 - May 2004
Lincoln Financial Group September 1986 - January 1994
Skills
Business Risk Management, Fixed and Indexed..., Product Management, Product Development, ALM, Actuarial Science, Life Insurance, Insurance, Risk Management, Fixed Annuities, Pensions, Reinsurance, Leadership, Retirement, Analytics, Business Analysis, Financial Services, Analysis, Portfolio Management, Series 6, Securities, Strategic Financial..., Data Analysis, Asset Management, Underwriting, Variable Annuities, Process Improvement, Investments, Asset Allocation, Series 63, Mutual Funds, Retirement Planning, Defined Benefit, Vendor Management, FINRA, 401k, Wealth Management, Financial Modeling
Education
Georgetown University 1982 — 1986
Bachelor of Science (BS), Mathematics
Cameron Gulledge's Lincoln Financial Group Experience August 2005 - Present
Job Consultant Underwriter at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2005 - Present
Unum 2003 - 2005
Skills
Insurance, Life Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Underwriting, Employee Benefits, Group Insurance
Education
Georgia State University
Bachelor of Business Administration (B.B.A.)
Lincoln Financial Group August 2005 - Present
Unum 2003 - 2005
Skills
Insurance, Life Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Underwriting, Employee Benefits, Group Insurance
Education
Georgia State University
Bachelor of Business Administration (B.B.A.)
Israr Nasir's Lincoln Financial Group Experience October 2010 - March 2011
Job ETL Developer Business Intelligence at North Texas Specialty Physicans
Industry Hospital & Health Care
Experience
North Texas Specialty Physicians March 2013 - Present
Johnson & Johnson June 2012 - February 2013
Merck May 2011 - April 2012
Lincoln Financial Group October 2010 - March 2011
XL Capital Group January 2010 - August 2010
Merrill Lynch March 2009 - November 2009
ISAD Capital Management May 2005 - January 2009
Oppenheimer & Co. April 2002 - May 2005
JB Oxford & Co. September 1997 - April 2002
Capital International Securities Group February 1995 - September 1997
Skills
SQL, SSIS, Databases, Data Warehousing, Data Management, Business Development, ETL Tools, SQL Server Management..., Microsoft SQL Server, Healthcare Information..., Windows Server, Visual Studio, Microsoft Office, Data Analysis, Adobe, PowerPoint, Bilingual, Equity Trading, Technical Analysis, Bloomberg Terminal, Investment Portfolio, Mutual Funds, Hedge Funds, Closed-end Funds, Investment Advisory, Fundraising, Investor Relations, Client Presentation, Client Issue Resolution, Maintaining Strong..., Customer Retention, R, TFS
Education
Florida Institute of Technology 1992 — 1994
Bachelor's degree, Engineering
North Texas Specialty Physicians March 2013 - Present
Johnson & Johnson June 2012 - February 2013
Merck May 2011 - April 2012
Lincoln Financial Group October 2010 - March 2011
XL Capital Group January 2010 - August 2010
Merrill Lynch March 2009 - November 2009
ISAD Capital Management May 2005 - January 2009
Oppenheimer & Co. April 2002 - May 2005
JB Oxford & Co. September 1997 - April 2002
Capital International Securities Group February 1995 - September 1997
Skills
SQL, SSIS, Databases, Data Warehousing, Data Management, Business Development, ETL Tools, SQL Server Management..., Microsoft SQL Server, Healthcare Information..., Windows Server, Visual Studio, Microsoft Office, Data Analysis, Adobe, PowerPoint, Bilingual, Equity Trading, Technical Analysis, Bloomberg Terminal, Investment Portfolio, Mutual Funds, Hedge Funds, Closed-end Funds, Investment Advisory, Fundraising, Investor Relations, Client Presentation, Client Issue Resolution, Maintaining Strong..., Customer Retention, R, TFS
Education
Florida Institute of Technology 1992 — 1994
Bachelor's degree, Engineering
John Przybycin's Lincoln Financial Group Experience December 2014 - Present
Job Business Analyst
Industry Insurance
Experience
Lincoln Financial Group December 2014 - Present
Skills
35+ years with Verizon..., Technical Background as..., Primary Mainframe..., SAP Business Object..., Windows Server, Requirements Analysis, Project Management, Business Analysis, Active Directory, SAS, SQL, Business Objects
Education
Gannon University 1969 — 1973
Bachelor of Arts (B.A.), English Language and Literature, General
Lincoln Financial Group December 2014 - Present
Skills
35+ years with Verizon..., Technical Background as..., Primary Mainframe..., SAP Business Object..., Windows Server, Requirements Analysis, Project Management, Business Analysis, Active Directory, SAS, SQL, Business Objects
Education
Gannon University 1969 — 1973
Bachelor of Arts (B.A.), English Language and Literature, General
Jeresha McDonald's Lincoln Financial Group Experience September 2012 - December 2012
Job Contact Center Design Engineer who is dedicated to improving business processes through increasing efficiency.
Industry Information Technology and Services
Experience
ADP November 2013 - Present
Centers for Disease Control and Prevention May 2013 - August 2013
Lincoln Financial Group September 2012 - December 2012
State of Georgia October 2010 - September 2012
McDonald's International Groceries September 2008 - May 2010
Skills
Policy, Program Management, Government, Analysis, Process Improvement, Microsoft Excel, PowerPoint, Microsoft Office, Business Process..., Data Analysis
Education
Georgia State University 2012 — 2013
Master's degree, Management Information Systems
Saint John's University 2002 — 2008
Bachelor's degree, Finance
ADP November 2013 - Present
Centers for Disease Control and Prevention May 2013 - August 2013
Lincoln Financial Group September 2012 - December 2012
State of Georgia October 2010 - September 2012
McDonald's International Groceries September 2008 - May 2010
Skills
Policy, Program Management, Government, Analysis, Process Improvement, Microsoft Excel, PowerPoint, Microsoft Office, Business Process..., Data Analysis
Education
Georgia State University 2012 — 2013
Master's degree, Management Information Systems
Saint John's University 2002 — 2008
Bachelor's degree, Finance
Aubrey Allen's Lincoln Financial Group Experience October 1998 - Present
Job Lead Developer Information Technology at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 1998 - Present
TSYS October 1995 - October 1998
Skills
java, Oracle PL/SQL..., Spring, Hibernate, Web Services, XML, xslt, xsd, eclipse, RAD, Maven, Ant, HTML, JSP, Servlets, SQL, Visual Basic
Education
Georgia Southwestern State University 1991 — 1995
Bachelor's Degree, Computer Science
Lincoln Financial Group October 1998 - Present
TSYS October 1995 - October 1998
Skills
java, Oracle PL/SQL..., Spring, Hibernate, Web Services, XML, xslt, xsd, eclipse, RAD, Maven, Ant, HTML, JSP, Servlets, SQL, Visual Basic
Education
Georgia Southwestern State University 1991 — 1995
Bachelor's Degree, Computer Science
Melissa Coulson's Lincoln Financial Group Experience December 1999 - July 2009
Job ERP Systems Administrator/ IT Technician at Adaptive Computer Solutions, Inc.
Industry Information Technology and Services
Experience
Adaptive Computer Solutions, Inc. March 2008 - Present
Inter-County Bakers Inc 2015 - 2015
Lincoln Financial Group December 1999 - July 2009
Vishay Intertechnology, Inc. April 1994 - March 1999
Skills
IT Operations, System Administration, Microsoft SQL Server, Microsoft Office, Adobe Creative Suite, Crystal Reports, SQL Server Management..., ERP, Visio, Software Documentation, Servers, SQL, Testing
Education
NHTI, Concord's Community College 2001 — 2006
Associate's Degree, Computer and Information Sciences and Support Services
Franklin Pierce University
Business Administration, Management and Operations
Adaptive Computer Solutions, Inc. March 2008 - Present
Inter-County Bakers Inc 2015 - 2015
Lincoln Financial Group December 1999 - July 2009
Vishay Intertechnology, Inc. April 1994 - March 1999
Skills
IT Operations, System Administration, Microsoft SQL Server, Microsoft Office, Adobe Creative Suite, Crystal Reports, SQL Server Management..., ERP, Visio, Software Documentation, Servers, SQL, Testing
Education
NHTI, Concord's Community College 2001 — 2006
Associate's Degree, Computer and Information Sciences and Support Services
Franklin Pierce University
Business Administration, Management and Operations
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO