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
ING September 2013 - Present
Lincoln Financial Group January 2009 - September 2013
Crump Life Insurance Services October 2007 - January 2009
Lincoln Financial Group August 2005 - October 2007
Skills
Currently have my ALMI,..., Series 6, Case Managment, Long-term Care, Life Insurance, Term Life Insurance, Insurance, Sales, Series 7, Financial Planners, Variable Annuities, Long Term Care Insurance, Disability Insurance, Retirement
Education
Goodwin College 2012 — 2014
Going for BS in Health Science, Histologic Technology/Histotechnologist
MetLife May 2015 - Present
Lincoln Financial Group March 2014 - Present
Assurant Employee Benefits 2014 - Present
Lincoln Financial Group March 2012 - March 2014
Dearborn National March 2009 - March 2012
Jefferson Pilot Financial 1999 - 2005
Unum 1994 - 1999
Skills
Group Benefits, Disability Insurance, Dental, Employee Benefits, Term Life Insurance, Dentistry, Health Insurance, Insurance, Life Insurance, Sales, Underwriting, Benefits Administration, Brokers
Education
Hamilton College 1990 — 1994
Bachelor of Arts, Government
Lincoln Financial Group January 2014 - Present
Mutual of Omaha December 2012 - January 2014
US Army November 2010 - May 2012
Webco General Partnership February 2010 - November 2010
City of Wichita Kansas November 2006 - September 2009
Farmers Insurance Group of Companies February 2004 - July 2005
Compulit March 2000 - January 2004
Skills
Finance, Case Managment, Legal, Typing, Customer Service, Databases, Data Entry, Data Center, Internet, Microsoft Office, Microsoft Excel, Microsoft Word, Premium Financing, Insurance, Close Attention to..., Organization, Quality Control, Office Management
Education
Grand Valley State University 1995 — 1999
Bachelor of Science (BS), Criminal Justice and Corrections
ENPULSE Energy Conservation, Inc. February 2013 - Present
Lincoln Financial Group July 2006 - February 2013
EJ’s Staffing Services, Inc. May 2006 - July 2006
ENPULSE Energy Conservation, Inc., September 2004 - April 2006
Transus Intermodal December 2000 - June 2003
Eagle Physicians & Associates, P.A. February 2002 - February 2003
Skills
Invoicing, Internal Audit, Management, Financial Analysis, Customer Service, Microsoft Excel, Training, PowerPoint, Microsoft Word, Accounts..., Accounting, Payments, Insurance, Budgets, Business Analysis, Data Entry, Account Reconciliation, Accounts Payable, Process Improvement
Education
University of Phoenix 2009 — 2011
Master, Business Administration
University of Phoenix-Online 2006 — 2009
Bachelor of Science, Health Administration / Health Information Systems
Guilford Technical Community College 2003 — 2010
Associate of Science (A.S.), Business Administration
Guilford Technical Community College 2003 — 2006
Associate of Science (A.S.), Medical Office Administration
Lincoln Financial Group April 2012 - Present
Principal Financial Group December 2010 - April 2012
AmericanEnteprise Group February 2008 - December 2010
AmericanEnterprise Group May 2007 - February 2008
AmericanEnteprise Group October 2005 - May 2007
AmericanEnterprise Group October 2001 - October 2005
Skills
Employee Benefits, Insurance, Healthcare, Health Insurance, Analysis, Business Analysis, Strategic Planning, Risk Management, Recruiting, Team Building, Training, Disability Insurance, Leadership, Management, Process Improvement, Life Insurance
Education
Graceland University 1998 — 2001
Bachelor of Arts, Sociology, Criminal Justice, Pyschology
Lincoln Financial Group 2012 - Present
Solstas Lab Partners 2011 - 2012
Golden Companies Inc 2008 - 2009
Martin Marietta 2005 - 2008
Martin Marietta Materials 2005 - 2008
US Army 1995 - 2003
Skills
Logistics, Supply Chain, Warehousing, Warehouse Management, Supply Management, Supply Chain Management, Process Improvement, Negotiation, Inventory Management, Inventory Control, Customer Service, Global Sourcing, Leadership, Logistics Management, Operations Management, Purchasing, Strategic Sourcing, Management, Team Building
Education
North Carolina A&T State University
Bachelor's Degree, Transportation and Supply Chain Management
Guilford Technical Community College 2009 — 2011
Associate's degree, Global Logistics
Dudley High 1991 — 1995
Lincoln Financial Group 2009 - Present
Lincoln Financial Group 2002 - 2009
Millard Public Schools 2000 - 2002
Skills
Training Delivery, Training Programme..., Salesforce.com, Public Speaking, Motivational Speaking, Sales Management..., Behavior Modification
Education
Hastings College 1995 — 1999
Bachelor of Fine Arts (B.F.A.), Education
Lincoln Financial Group January 2012 - Present
Mutual of Omaha June 2011 - January 2012
The Indianapolis Early Learning Center February 2009 - September 2010
Lincoln Financial Group January 1999 - February 2009
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Life Insurance, Sales Management, Group Insurance, Strategic Planning, New Business Development, Sales, Account Management, Underwriting, Term Life Insurance, Marketing, Customer Service, Team Building, Health Savings Accounts, Marketing Strategy, Coaching, Public Speaking, Fundraising, Strategy, Leadership, Time Management, Training, Small Business
Education
Hanover College 1994 — 1998
Bachelor, Business
Brownsburg High School
North Carolina A&T State University August 2015 - Present
BB&T September 2013 - August 2015
Lincoln Financial Group July 2011 - December 2012
Bank of America November 2003 - August 2009
Skills
Finance, Financial Services, Banking, Mortgage Lending, Financial Modeling, Financial Planning, Financial Analysis, Credit, Loan Origination, Portfolio Management, Public Speaking
Education
University of North Carolina at Greensboro 2012 — 2016
BSW, Social Work
Guilford Technical Community College 2009 — 2011
Associate of Arts (AA), General Studies
Cardinal Financial Company, Limited Partnership July 2015 - Present
RoundPoint Financial Group February 2015 - July 2015
RoundPoint Financial Group March 2013 - February 2015
Roundpoint Mortgage November 2011 - February 2013
Lincoln Financial Group September 2010 - July 2011
Wells Fargo Home Mortgage October 2009 - July 2010
Marriott International October 2007 - August 2009
Kawasaki Motors Corp., U.S.A. May 2007 - August 2007
College Pro May 2006 - August 2006
Skills
Mortgage Servicing, Foreclosures, Mortgage Lending, Customer Service, Finance, Loans, Portfolio Management, Leadership, Mortgage Banking, Loss Mitigation, Banking, Credit, Sales
Education
Grand Valley State University 2005 — 2009
BA, Finance
Forest Hills
Lincoln Financial Group July 2015 - Present
SunGard Public Sector February 2014 - Present
Lincoln Financial Group April 2013 - February 2014
New Breed Logistics March 2004 - August 2012
New Breed Corporations March 1999 - March 2004
Lincoln Financial Group January 1980 - December 1998
Skills
Warehouse Management, Vendor Management, ITIL, Visio, Oracle, Change Management, Supply Chain, Pc Systems, Help Desk Support, Systems Analysis, LAN-WAN, FLMI, Software Documentation, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, PL/SQL, Toad, Hardware, Technical Support, Business Analysis
Education
Guilford College 1990 — 1995
Bachelor of Science, Justice and Policy Studies
Lincoln Financial Group November 2014 - Present
Jo-Ann Stores, LLC. September 2014 - Present
Green Mountain College September 2012 - May 2014
Green Mountain College October 2010 - May 2012
Skills
Tutoring, Creative Writing, Microsoft Word, Proofreading, PowerPoint, Editing, Microsoft Excel, Teaching, Social Media, Adobe Acrobat, Social Networking
Education
Green Mountain College 2010 — 2014
Bachelor of Arts (B.A.), English
Wells Fargo April 2015 - Present
Lincoln Financial Group January 2013 - April 2015
Mutual of Omaha April 2008 - January 2013
Lithia Motors March 2006 - April 2008
Slosburg Company June 2005 - March 2006
Skills
Recruiting, Human Resources, Talent Management, Interviews, Personnel Management, Applicant Tracking..., Insurance, Workforce Planning, Process Improvement, Banking, Consultation, New Hire Orientations
Education
Hastings College 2001 — 2005
Bachelors, I/O Psychology & Sociology
Mary Kay Inc. October 2011 - Present
Self Employed Imformation Technology Services May 2011 - Present
Upholstery. Self-Employment 1981 - 2014
TEK System October 2012 - November 2012
Wells Fargo Capital Finance August 2011 - August 2011
Graduate of ITT Technical Institute August 2008 - March 2011
Lincoln Financial Group 2011 - 2011
Job-Link 2009 - 2010
Hand & Rehabilitation Specialist June 1997 - July 2008
Sports Medicine and Orthopaedics June 1994 - June 1997
Skills
Inventory Management, Windows, Troubleshooting, Computer Hardware, PowerPoint, Sales, Microsoft Office, Microsoft Word, Public Speaking, Software Documentation, Outlook, Networking, Training, Customer Service, Leadership, Employee Relations, Account Management, Coaching, Software Installation, Marketing, Leadership Development, Healthcare, Switches, Access, Management, Public Relations, Recruiting, Social Networking, Social Media, Project Management, Research, Team Building, Event Planning, Visio, Microsoft Excel, Operating Systems, Customer Satisfaction, Event Management, System Administration, Time Management, Cold Calling, Windows 7, Analysis, Data Entry, Team Leadership, Process Improvement, Fundraising, Teamwork, XP, Strategic Planning
Education
ITT Technical Institute 2008 — 2011
Associate, Computer Networking Systems
IT Training & Solutions 2010 — 2010
7 Certifications, Professional Business
Guilford Technical Community College 2009 — 2009
Certification in Customer Relations, Customer Relations Specialist
Guilford Technical Community College 1994 — 1995
Certfication in Photography, Photography
Guilford Technical Community College 1980 — 1981
Diploma, Upholstery
Page Sr High 1972 — 1975
Diploma, General High School
Guilford Technical Community College
Bronze Certificate, Career Readiness Program
Guilford Technical Community College
Certification, OSHA 10 30 Course
Lincoln Financial Group Distribution September 2015 - Present
Lincoln Financial Group April 2014 - September 2015
Lincoln Financial Group 2008 - April 2014
UnitedHealthcare 2006 - 2008
Skills
Life Insurance, Strategic Financial..., Retirement, Retirement Planning, Financial Services, Insurance, Marketing, Term Life Insurance, Leadership, Management
Education
Granite State College
Bachelor's degree, Business Management, Minor in Finance
Accounting Consultant January 2014 - Present
Pace Communications March 2012 - January 2014
Lincoln Financial Group April 2009 - September 2009
Lincoln Financial Group September 2006 - April 2007
Skills
General Ledger, Financial Reporting, Variance Analysis, Accounting, Financial Analysis, GAAP, Internal Controls, Financial Accounting, Account Reconciliation, Auditing, QuickBooks, Sarbanes-Oxley Act, Finance, Management, Microsoft Excel, Process Improvement, US GAAP, Internal Audit, Analysis, Accounts Receivable, Cash Flow Forecasting
Education
Guilford College 1995 — 1998
Bachelor of Applied Science (BASc), Accounting
Lincoln Financial Group April 2007 - Present
First Greensboro Home Equity May 2004 - April 2007
Mortgage Edge 2000 - 2001
Education
Guilford College 2009 — 2011
Cert. of Accountancy, Accounting
West Virginia Wesleyan College 1995 — 1999
Bachelor's degree, Business Administration
Chapel Hill-Carrboro City Schools June 2014 - Present
Guilford County Schools September 2013 - June 2014
Lincoln Financial Group April 2011 - May 2013
Guilford College July 2008 - April 2011
Legal Aid of NC August 2008 - December 2010
Bank of America August 2005 - December 2007
American Express July 2003 - February 2005
Best Buy January 2002 - July 2003
Ham's Restaurant October 1996 - December 2001
Skills
Customer Service, Troubleshooting, Computer Hardware, Windows, Call Center, Outlook, Data Entry, Customer Satisfaction, Supervising, Management, Budgets, Leadership, Teamwork, System Administration, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Technical Support, Microsoft Word, Software Documentation, Access, Team Building, Process Improvement, Time Management, Analysis, Research, Employee Relations, Event Planning, Editing, Telephone Skills, Lotus Notes, Insurance, Windows 7, Inventory Management, OS X, Customer Experience, Telecommunications, Strategic Planning, Team Leadership, Project Planning, Fundraising, Recruiting, Marketing, Coaching, Project Management, Business Planning, Account Management, Data Analysis, Event Management
Education
Winston-Salem State University 2011 — 2013
Master's, Business Administration, 3.80
North Carolina Agricultural and Technical State University 2013 — 2016
Master of Arts Teaching, Business Teacher Education
Guilford College 2004 — 2010
Bachelor of Arts (B.A.), Political Science, 3.0
Guilford College 2004 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.0
Pacific Life Insurance Company September 2013 - Present
Lincoln Investment Planning September 2011 - September 2013
Legacy Planning Partners November 2009 - September 2011
Insurance Opportunities 2008 - 2009
Coventry First, LLC February 2003 - January 2008
Lincoln Financial Group 2000 - 2003
Education
Hamilton College
Economics
Saint Joseph's University
B.S., Finance
Guardian Life January 2014 - Present
CLS Partners December 2011 - December 2013
Sun Life Financial June 2010 - December 2011
Lincoln Financial Group April 2004 - June 2010
Unum March 2001 - March 2004
Skills
Dental, Employee Benefits, Insurance, Benefits, New Business Development, Dentistry, Disability Insurance, Management, Strategic Planning, Sales, Human Resources, Life Insurance, Benefits Administration, Leadership, Health Savings Accounts, Health Insurance, Customer Service, Underwriting, 401k, Account Management, Brokers, Business Planning
Education
Grand Valley State University 1996 — 2000
Bachelor Of Science, Advertising and Public Relations
Ireland Consulting Company September 2014 - Present
In and Out Tax Services 2014 - 2014
Supreme Court of Michigan 2010 - 2010
Philadelphia Legal Assistance 2009 - 2009
Lincoln Financial Group 2004 - 2007
Rolls Royce Corp. 2003 - 2003
Skills
Financial Services, Legal Research, Management, Financial Analysis, Insurance, Public Speaking, Training, Sales, Accounting, Auditing, PowerPoint, Customer Service, International Consulting, Corporate Law, Investments, Tax, Corporate Finance, Microsoft Office, Research, Legal Writing, Microsoft Excel, Policy
Education
Harvard University
Pursuing a Master of Liberal Arts
The Johns Hopkins University 2015 — 2019
Pursuing a Master of Science in Information Systems
Temple University - James E. Beasley School of Law 2007 — 2011
Juris Doctorate
Michigan State University 2000 — 2004
Bachelor's Degree, Finance, Cum Laude
THE HUMANITY AND HOPE UNITED FOUNDATION September 2010 - Present
Lincoln Financial Group August 2011 - July 2013
LINCOLN FINANCIAL GROUP (LFG) June 2010 - July 2011
Lincoln Financial Group June 2007 - June 2010
DELAWARE INVESTMENTS (Former Subsidiary of LFG) July 2008 - August 2009
LFG, Training June 2007 - August 2007
Skills
Fixed Income, Asset Managment, Portfolio Management, Mutual Funds, Financial Modeling, Derivatives, Valuation, Fixed Annuities, Variable Annuities, Series 63, Investments, Series 7, Trading, FINRA, Strategic Financial..., Asset Management, Non-profit..., Nonprofits, Asset Allocation, Non-profit Leadership
Education
THE KELLEY SCHOOL OF BUSINESS, INDIANA UNIVERSITY 2005 — 2008
Bachelor of Science, Business Administration; Finance
Hanover College 2003 — 2005
Spanish 2003-2005
United Guaranty Corporation 2013 - Present
TEKsystems 2012 - 2013
Wells Fargo 2011 - 2012
Wells Fargo 2010 - 2011
Lincoln Financial Group 2006 - 2009
Lincoln Financial Group November 2002 - 2007
Skills
User Acceptance Testing, Quality Assurance, Testing, Test Planning, Customer Service, Business Analysis, Software Documentation, Process Improvement, Visio, SDLC, Integration, Quality Center, Business Requirements, Requirements Gathering, Software Development, Information Technology, Requirements Analysis, Leadership, SQL, Project Management, HP Quality Center, Test Cases
Education
Greensboro College
BBA, Business Administration
North Carolina Agricultural and Technical State University
Political Science/ Business Administration
Lincoln Financial Group January 2015 - Present
B/E Aerospace (contingent assignment) January 2013 - December 2014
American Express June 2010 - May 2012
American Express April 2008 - June 2010
American Express December 2006 - April 2008
American Express May 2006 - December 2006
American Express October 2002 - May 2006
American Express October 2000 - October 2002
Buyer's Resource - Otten Real Estate December 1996 - December 2000
J.C. Penney July 1989 - August 1996
Skills
Business Analysis, Financial Services, Relationship Management, Credit Cards, Process Improvement, Business Requirements, Business Process..., PeopleSoft, User Acceptance Testing, Call Center, Employee Engagement, HRIS, CRM, Project Delivery, Lotus Notes, Customer Data..., Microsoft Excel, Ariba, Payment Card Processing, Change Management, Vendor Management, Call Centers, Team Building, Program Management, Employee Relations, Analytics, Forecasting, Customer Satisfaction, Employee Benefits, Analysis, Human Resources, Performance Management
Education
Multnomah University 1986 — 1989
Bachelor of Science (B.S.), Biblical Education
Guilford Technical Community College 2012 — 2013
Certificate, Global Logistics - Supply Chain Management
North Carolina State University 1984 — 1986
Pre-Engineering studies
Northwest Guilford High School
Lincoln Financial Group January 2011 - July 2015
Kaplan DeVries, Inc. November 1999 - November 2010
SCHOLL AMERICA INC. March 1994 - November 1999
GENETIC DESIGN INC. August 1988 - November 1994
Skills
PowerPoint, Administrative..., Insurance, Outlook, Spreadsheets, Microsoft Excel, Customer Service, Microsoft Word, Process Scheduler, Management, Microsoft Office, Leadership, Event Management, Visio, New Business Development, Event Planning, Analysis, Research, Team Building, Human Resources, Employee Relations, Access, Data Analysis, Office Management, Software Documentation, Word, Administrative Support, Documentation, Event Planning and...
Education
Guilford Technical Community College 2012 — 2012
Notary Public, Notary Public, A - passed and licensed
Malone College
Real Estate, Real Estate Law, Principals and Practices
Lincoln Financial Group March 2015 - Present
Syngenta Crop Protection, Inc. September 2008 - July 2013
Syngenta Crop Protection October 1998 - September 2008
Skills
Adobe Acrobat, Microsoft Office 2007, Account Reconciliation, Financial Analysis, SharePoint, SAP, Agribusiness, Microsoft Excel, Financial Reporting, Managerial Finance, General Ledger, Forecasting, Accounting, Analysis, Budgets, Finance, Financial Accounting, Financial Forecasting, Internal Controls, Microsoft Office, Process Improvement, Project Management, SAP R/3
Education
High Point University 2008 — 2010
Bachelor in Science, Accounting
Guilford Technical Community College 2003 — 2007
General Studies, Accounting and Business/Management
Northwestern Mutual February 2014 - Present
Lincoln Financial Group January 2013 - January 2014
Wells Fargo June 2012 - January 2013
American Express October 2010 - June 2012
Cold Stone Creamery April 2005 - September 2010
The Walt Disney Company August 2009 - January 2010
Education
Guilford Technical Community College 2010 — 2013
Currently pursuing Associates Degree, General Studies
Weaver Academy for Performing and Visual Arts 2005 — 2007
High School Diploma, Concentration in Vocal Performance
Express Employment Professionals February 2015 - Present
Express Employment Professionals May 2014 - Present
Lincoln Financial Group May 2003 - April 2014
Morehead Memorial Hospital 2000 - 2002
Skills
Customer Service, Sales, Team Building, Leadership, Microsoft Word, Human Resources, PowerPoint
Education
Greensboro College 2009 — 2015
Sociology
Greensboro College
Psychology
Lincoln Financial Group May 2014 - June 2014
Transport Express August 2009 - March 2014
Commerce Bank, NA August 2008 - August 2009
Brown Shoe Company June 2008 - August 2008
Integrated Merchant Alliance, Inc. (IMA) January 2007 - June 2008
Sitel Corporation October 2006 - January 2007
First National Merchant Solutions, LLC September 1993 - October 2006
Skills
Banking, Training, Credit Cards, Customer Service, Sales, Sales Operations, Testing, Technical Support, Call Centers, Vendor Management
Education
Harrison College-Indianapolis 2010 — 2012
Associates, Information Technology, 3.0
Lincoln Financial Group October 2007 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Visual Basic in Excel, 14 Years overall...
Education
Guilford Technical Community College 1998 — 1999
Certificate, Basic Computer Programming
Allen Jay High School
High School Diploma
Cone Health November 2012 - Present
Lincoln Financial Group October 2008 - September 2012
Starbucks October 2004 - October 2008
Panera Bread January 2004 - January 2005
The Post Office Eatery January 2004 - January 2004
Skills
Ariba, Supervising, Management, Inventory Management, Recruiting, Interviews, Spreadsheets, Journal Entries, Pricing, Outlook, Finance, Sarbanes-Oxley Act, Hiring, Performance Management, Vendor Management, Team Building, Accounts Payable, Budgets, Microsoft Word, Time Management, Customer Service
Education
Guilford Technical Community College 1997 — 2000
Associate's degree, Culinary Arts/Chef Training
Data Management INC. August 2014 - Present
Data Management INC. July 2013 - August 2014
The Clearing House May 2011 - March 2013
Wachovia, A Wells Fargo Company December 2009 - May 2011
Apex Systems December 2009 - May 2011
Lincoln Financial Group July 2007 - April 2009
Kelly Services July 2007 - April 2009
Skills
Servers, Active Directory, Windows Server, Windows 7, Troubleshooting, Data Center, Network Security, Cisco Technologies, Information Technology, XP, Hardware, VMware ESX, Unix, Microsoft Exchange, Access, Microsoft Excel, Visio, Disaster Recovery, Enterprise Architecture, Business Continuity, IT Management, Windows, Technical Support, Software Installation, WAN, HP, Windows XP, AS400 Administration, Netvault, Sonicwall, Checkpoint, Backup Solutions, Network Installation, Microsoft Word, SCOM, Microsoft SQL Server, TSM Administration, Windows Vista, SnagIt, Red Hat Linux, Xbox 360, PS3, Wii, Solarwinds, sccm, Unisys Mainframe, web design, Visual Basic, Spector 360..., Group Policy Management
Education
Guilford Technical Community College 2007 — 2009
Certificate, networking Technology, Network Routing
Guilford Technical Community College 2007 — 2009
Certificate, Operating Systems
Guilford Technical Community College 2006 — 2009
Associates, Networking Technology, Information Systems
Lincoln Financial Group July 2001 - Present
Education
Guilford Technical Community College 2003 — 2005
AAS, Information Systems
The Benefit Corner July 2014 - Present
Worksite Associates, LLC 2013 - January 2015
Worksite Associates, LLC August 2013 - November 2014
Aflac August 2009 - August 2013
Lincoln Financial Group 2004 - 2009
Sodexho 1997 - 2004
High Point Regional Hospital 1995 - 1997
Skills
Insurance, Microsoft Office, Customer Service, Strategic Planning, New Business Development, Microsoft Excel, Microsoft Word, PowerPoint, Accounts Receivable, Training, Process Improvement, Leadership, Team Building, Budgets, Healthcare, Accounts Payable, Software Documentation, Payroll, Customer Satisfaction, Analysis, Outlook
Education
Right Management 2009 — 2009
Guilford Technical Community College 1993 — 1995
Associates, Medical Office
Lincoln Financial Group 2001 - Present
SAHU- Sacramento Association of Health Underwriters 2008 - 2009
CIGNA Group Insurance 1986 - 2002
Skills
Group Insurance, Employee Benefits, Consultative Sales..., Disability Insurance, Dental Insurance, Health Savings Accounts, Health Care Reform, Customer Service, Leadership, Team Building, Strategic Planning, Marketing, Process Improvement, Sales Management, Risk Management, Management, Customer Retention, New Business Development
Education
CSU, Chico
BS, Business Management
Golden Gate University
MBA, Business
Principal Financial Group April 2015 - Present
Unicity International 2013 - Present
Mobile-Medicine.Net March 2003 - Present
Your Aging Parent's Health Record Organizing System January 2009 - Present
Lincoln Financial Group September 2010 - April 2014
Metametrix Clinical Laboratory January 2008 - August 2011
Your Day, ETC (Extraordinary Transformation Center) August 2008 - January 2010
In Room MD March 2005 - January 2010
Metametrix Clinical Laboratory 2008 - 2010
Metametrix Clinical Laboratory 2008 - 2010
Skills
Functional Medicine, Wellness, Nutrition, Nutritional Counseling, Healthcare, Wellbeing, Fitness, Clinical Research, Supplements, Treatment, Wellness Coaching, Training, Public Speaking, Holistic Health, Weight, Lifestyle, Medicine, Coaching, Healing, Alternative Medicine, Pain Management, Personal Development, Stress Management, Consulting, Hospitals, Medical Education, Entrepreneurship, Health Education, Corporations, Psychotherapy, Small Business, Health Promotion, Management
Education
University of North Carolina at Chapel Hill School of Medicine 1984 — 1988
MD
Harvard University 1979 — 1983
BA, biology, pre-med
Lincoln Financial Group 2007 - Present
Calligaris S.p.A. 2003 - 2007
Skills
Management, Customer Service, Sales, PowerPoint, Leadership, Marketing, Team Building, Time Management, Project Management, Vendor Relationship..., Strategic Thinking
Education
UNC Pembroke 2011 — 2014
Business Administration and Management, General
Guilford Technical Community College 2003 — 2006
Associate's Degree, Business Administration and Management, General
Lincoln Financial Group August 2014 - Present
Lorillard Tobacco Company August 2012 - August 2014
McGladrey October 2004 - August 2012
Michael Henry, CPA January 2004 - October 2004
The Fresh Market January 2003 - December 2003
Skills
Auditor, Accountant, CPA, GAAP, Accounting, Auditing, Financial Analysis, US GAAP, Tax, Internal Controls, Financial Reporting, General Ledger, Financial Statements, SEC filings, Sarbanes-Oxley Act, Financial Accounting, Internal Audit
Education
Guilford College 2004 — 2005
Certificate of Completion, Accounting
University of North Carolina at Greensboro 1997 — 2002
Bachelor of Arts, Mathematics
Schwallier Wealth Management LLC September 2007 - Present
A.G. Edwards August 2005 - September 2007
Morgan Stanley June 2001 - August 2005
Lincoln Financial Group April 1997 - May 2001
Skills
Wealth Management, Mutual Funds, Retirement, Financial Planning, Pensions, Estate Planning, Insurance, Annuities, Investments, Asset Allocation, Excel, Asset Management, Portfolio Management, Retirement Planning, Equities, Investment Advisory, IRA's, Investment Strategies, Retirement Income..., Financial Advisory, High Net Worth..., Fixed Income, Bonds, Securities
Education
University of Michigan 1991 — 1996
Bachelor of Science, Mathematics of Finance
Grand Rapids Community College 1992 — 1993
Bachelor of Science (B.S.), Mathematics of Finance
West Catholic High School 1987 — 1991
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Guilford County Schools March 2011 - Present
Market Opportunity Research Enterprises September 2007 - January 2009
Lincoln Financial Group October 2002 - September 2007
Skills
Lesson Planning, Classroom Management, Classroom, Educational Leadership, Curriculum Development, Curriculum Design, Differentiated..., Tutoring, Literacy, Teaching
Education
Guilford College
Licensure, Secondary Education and English
North Carolina Agricultural and Technical State University
Bachelor of Science (BS), Marketing
Lincoln Financial Group April 2014 - Present
Cigna November 2011 - April 2014
CIGNA June 2008 - November 2011
Christian Life Center January 2010 - March 2011
CIGNA February 2001 - June 2008
Skills
Actuarial Science, Financial Analysis, Valuation, Insurance, Finance, Employee Benefits, Financial Reporting, VBA, Corporate Finance, Financial Modeling, Equity Derivatives, Interest Rate..., Reinsurance, Excel, Access, Word, PowerPoint, Bloomberg, Microsoft Excel, Risk Management
Education
University of Illinois at Urbana-Champaign 1999 — 2000
Bachelor's Degree, Actuarial Science
Grinnell College 1996 — 1998
Mathematics
Arizona Department of Economic Security June 2014 - Present
Trustmark Companies July 2013 - October 2013
Lincoln Financial Group January 2012 - May 2013
Arizona Department of Economic Security May 2011 - January 2012
Manpower/IBM January 2010 - December 2010
Vangent - US Census February 2010 - June 2010
American Express January 2001 - July 2009
American Express July 1998 - January 2001
Ajilon July 1997 - July 1998
Bank Of America January 1983 - January 1997
Skills
xPression Design 4.0, Test Cases, Test Planning, Manual Testing, System Testing, xDesign, xAdmin, XML, HTML, Print, Printers, Requirements Analysis, Requirements Gathering, Regulatory Requirements, Usability Testing, Database Design, DLS, TSO, JCL, Compuset, Microsoft Word, Microsoft Excel, Access, Lotus Notes, SharePoint, Bugzilla, VSAM, Ingenium, AS400 system, Citrix, Dreamweaver, Help Desk Support, Quality Center, Project Management, Business Analysis, COBOL, DB2, A+ Trained, Planview, Changeman, SPF, Mainframe, Mainframe Testing, Outlook, Software Documentation, Unix, Program Management, Visio, Testing, Training
Education
Arizona State University 1972 — 1973
Consideration for a Bachelors Degree, General Business
Rio Salado Community College
Phoenix College 1975 — 1975
General Studies
Glendale Community College 1973 — 1973
General Studies
George Washington University
Right at Home of Marietta March 2012 - Present
Lincoln Financial Group 2003 - 2012
Skills
Coaching, Strategic Planning, Public Speaking, Small Business, Customer Service, Home Care, Sales, Healthcare, Team Building, Leadership, New Business Development, Marketing, Management, Insurance, Long-term Care
Education
Hampton University 1997 — 2001
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Lincoln Financial Group September 2014 - Present
Merrill Lynch September 2013 - September 2014
Merrill Lynch March 2010 - September 2013
Merrill Lynch August 2007 - March 2010
Towers Perrin June 2005 - August 2005
Skills
Series 7, Retirement Planning, 401k, Mutual Funds, Investments, Retirement, IRAs, Financial Advisory, Pensions, Defined Benefit, Options
Education
Rider University 2009 — 2013
MBA, Finance
Gettysburg College 2003 — 2007
BA, Management
Unum 2007 - Present
Lincoln Financial Group 2005 - 2007
Unum 2000 - 2005
CIGNA 1997 - 2000
Skills
FMLA, Group Benefits, Employee Benefits, Insurance, Claims Management, Compliance, Long Term Care, Disability Insurance, Plan Design, HR Training, Claims, Claim, Long-term Care, Human Resources, Risk Management, Health Insurance, Managed Care, Underwriting, Business Planning, Workers Compensation, Health Savings Accounts, Benefits Administration, Life Insurance, Term Life Insurance, COBRA, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
Master of Science, Risk Management and Insurance
University of Georgia - Terry College of Business
BBA, Management
Lincoln Financial Group February 2013 - Present
Duke Energy August 2010 - February 2013
Wells Fargo and Company April 2010 - August 2010
Impressions on Hold International October 2009 - March 2010
Laboratory Corporation of America Holdings May 2003 - September 2009
Qwest Communications Corporation August 2001 - May 2003
Lucent Technologies June 2000 - July 2001
Lucent Technologies November 1997 - May 2000
BellSouth Corporation August 1996 - October 1997
BellSouth Corporation January 1996 - July 1996
Skills
Professional Program..., Specializing in project..., Leadership and team..., PMO Enterprise Project..., MS Project 2007 and..., MS Project 2010 EPM, Planview EPM, Clarity EPM, IT Infrastructure and..., PMO Project Controls..., Business Process..., Business and Financial..., Program Financial P&L..., Organizational Change..., Quality Assurance, Systems Analysis and..., Supply Chain Logistics, Sourcing and Procurement, Sub-contract..., RFP/RFQ Development, FAR, DFARS, CAS,..., Sales consulting and..., Management, Supply Chain Management, Program Management, Computer Program, Leadership, MS Project, Change Management, PMO, Business, Integration, Team Building, SDLC, Business Intelligence, CRM, Business Analysis, Process Improvement, Software Documentation, PMP, Business Process..., Project Management, Visio
Education
Guilford College
Bachelor of Arts (B.A.), Psychology and Sociology
University of North Carolina at Greensboro
MBA, Finance and Marketing
First Command Financial Services June 2009 - Present
Lincoln Financial Group 2003 - 2009
Skills
Series 63, Retirement Planning, Life Insurance, Insurance, Series 6, Finance, Fixed Annuities, Financial Services, Financial Advisory, Disability Insurance, Investment Advisory, Retirement, Strategic Financial..., Wealth Management, Asset Allocation
Education
Hastings College 1996 — 2001
B.A., Communication, Music
Lincoln Financial Group October 2014 - Present
East Coast Wings Corporation May 2012 - Present
Lincoln Financial Group April 2013 - October 2014
Greensboro College 2009 - 2013
Greensboro College September 2011 - December 2012
Greensboro College August 2011 - December 2012
Jani-King May 2011 - May 2012
Salsarita's Fresh Cantina May 2010 - August 2010
Community Rehabilitation Center - Jacksonville May 2009 - August 2009
Skills
Higher Education, Teaching, Tutoring, Microsoft Office, Public Speaking, PowerPoint, Event Planning, Research, Microsoft Word, Fundraising, Data Analysis, Microsoft Excel, Community Outreach, Student Development, Social Networking, Leadership Development, Leadership, Social Media, Facebook, Time Management, Coaching, Nonprofits, Series 6, Editing, Training, Sports, Customer Service
Education
Greensboro College 2009 — 2012
Bachelor of Applied Science (BASc), Mathematics and Computer Science
Lincoln Financial Group May 2015 - Present
Lincoln Financial Group September 2007 - June 2015
Education
Guilford Technical Community College
Accounting
Accenture August 2015 - Present
Hampton University July 2015 - July 2015
Jefferson Lab April 2014 - July 2015
Google July 2014 - June 2015
National Institute of Aerospace September 2013 - May 2014
Lincoln Financial Group June 2013 - August 2013
Dollar Shave Club June 2012 - August 2012
Myspace July 2011 - July 2011
Skills
Java, HTML, C++, Research, Programming, FL Studio, Microsoft Office, Windows, Python, CSS, Visual C#, Databases, Project Management, Arduino, JSP, Creative Thinking, Unix, Raspberry Pi, Software Development, Leadership, Web Applications
Education
Hampton University 2010 — 2015
Bachelor of Science (B.S.), Computer Information Systems
BURNDY LLC August 2015 - Present
Loon Mountain, The Mountain Club on Loon Resort August 2015 - Present
YMCA December 2009 - August 2015
Lincoln Financial Group March 2012 - July 2015
Texas Instruments May 2010 - January 2012
TEMP Contracting May 2009 - May 2010
Health Fitness Corporation May 2001 - August 2008
Fidelity Investments February 1998 - August 2008
World's Gym, Londonderry, NH 1998 - 2003
Hampstead Health & Fitness November 1999 - April 2001
Skills
Event Planning, Leadership, Training, Microsoft Office, SharePoint, Management, Customer Service, Public Speaking, French, Project Management, Time Management, Human Resources, SAP, Corporate Events, Coaching, Team Building, Sales, Yoga, Program Management, Aerobics, Outlook, Social Media, Interviews, Project Planning, Joomla, Ariba, Meditation, Visio, Budgets, Fitness, Research, Micrsoft Office, Breathwork, Businesss Process..., Media Relations
Education
Granite State College 2013 — 2016
Bachelor of Science, Communications, Business/Corporate Communications
Granite State College 2011 — 2013
Associates Degree, Liberal Arts and Sciences, General Studies and Humanities
Fitness Resources Association 2003 — 2004
Registered Yoga Certification/Viniyoga Style, Yoga Teacher Training
Bell Partners Inc May 2015 - Present
VAULT Enclosures May 2014 - December 2014
Panera Bread October 2008 - May 2014
Lincoln Financial Group February 2004 - June 2006
Vanguard Cellular Systems, Inc. 1991 - 1996
Skills
Office Management, Event Management, Time Management, Microsoft Word, Microsoft Office, Event Planning, QuickBooks, Payroll, Invoicing, Accounts Payable, Accounts Receivable, Human Resources, Outlook, Microsoft Excel, PowerPoint, Administrative..., Access, Budgets, Training, Team Building, Inventory Management, Employee Relations, Marketing, Recruiting, Bookkeeping, Editing, Team Leadership, Data Entry, Customer Service, Social Media, Management
Education
Guilford Technical Community College 2015 — 2017
General Studies, Office Management and Supervision
Guilford Technical Community College 2015 — 2017
Administrative Management
Lincoln Financial Group December 2014 - Present
Lincoln Financial Group August 2013 - December 2014
La Fiesta Restaurant September 2008 - September 2013
Greensboro College August 2011 - August 2012
Stanley Benefits May 2012 - July 2012
Greensboro College April 2011 - January 2012
Skills
Data Analysis, Critical Thinking, Highly detail oriented, Microsoft Office, Microsoft Excel, Market Analysis, Research, Editing, Event Planning, Community Outreach, Student Development, Tutoring
Education
Greensboro College 2010 — 2013
Bachelor of Science (B.S.), Mathematics; Economics
National General Insurance November 2013 - Present
Inmar July 2013 - November 2013
Lincoln Financial Group October 2007 - July 2013
Lincoln Financial Group December 2004 - October 2007
Brookstone College of Business May 2003 - November 2004
Skills
Accounting, Tax, General Ledger, Accounts Receivable, Internal Controls, GAAP, CPA, Financial Statements, Essbase, Business Objects, FAS109, Microsoft Excel, Microsoft Word, Corporate Tax, Analysis, Bank Reconciliation, Cash Management, Spreadsheets, Word, Outlook, OneSource, PeopleSoft, SAP, Hyperion Enterprise, Excel, Microsoft Office, Balance Sheet Controls, E-2, GEAC, Booke's TCP Software, Premium Pro Software, Premium Pro Allocator..., Account Reconciliation, Income Tax, Tax Accounting, Fixed Assets, Sarbanes-Oxley Act, Tax Research, Tax Returns, Financial Analysis
Education
Guilford College 2004 — 2007
Bachelor of Science (B.S.), Accounting
Brookstone College of Business 2000 — 2002
Diploma, Accounting
Brookstone College of Business 2000 — 2002
Diploma, Information Processing Tech
Booke Seminiars
Lincoln Financial Group June 2006 - Present
Pilot Life Insurance Company & Jefferson-Pilot Insurance Company July 1968 - June 2006
Skills
Outlook, Spreadsheets, Access, PowerPoint, Microsoft Excel, Travel Arrangements, Calendars, Meeting Planning, Coordinate Meetings, Operating Budgets, Microsoft Word, Copy Editing, Notary, Proofreading, Crystal Reports, Administrative Work, Visio
Education
Guilford Technical Community College
Notary Public - Commissioned by the State of North Carolina since 1991
Lincoln Financial Group June 2015 - August 2015
Summer's Best Two Weeks June 2014 - August 2014
Compound Wealth Planning December 2013 - January 2014
Eastern Property Group June 2012 - August 2013
Lovell Minnick Partners LLC May 2012 - May 2012
Skills
Leadership, Team Building, Public Speaking, Social Networking, Investments, Microsoft Excel, Microsoft Word, Teamwork, PowerPoint, Customer Service, Facebook, Marketing, Sales
Education
Grove City College 2012 — 2016
Bachelor’s Degree, Finance - Minor, Economics
The Episcopal Academy 2008 — 2012
High School Diploma
Choice Hotels International September 2014 - Present
Aetna November 2013 - August 2014
Western Union Business Solutions August 2012 - November 2013
Lincoln Financial Group January 2011 - August 2012
Skills
Leadership, Financial Analysis, Banking, Microsoft Excel, Project Management, Research, Entrepreneurship, Accounting, Economics, Process Improvement, Risk Management, Financial Modeling, Cash Management, Strategic Planning, Relationship Management, Market Research, Data Analysis, Product Development, Cross-functional Team..., New Business Development, Cross-border..., Exotic Derivatives, Business Plan, FX Derivatives, Foreign Currency..., Presentation Design, Marketing Research, Business Intelligence, Internal Audit, Multi-Site Operations, Program Development, Procedure Development, Policy Writing, Wire, Foreign Languages, Foreign Currency, C++ Language, Visual Basic, SunGard, General Ledger, Hyperion Planning, Hyperion Financial..., Hyperion Enterprise
Education
Greensboro College 2008 — 2012
Bachelor of Science (B.S.), Business Administration & Economics, Concentration in Finance and Management
Lincoln Financial Group July 2013 - Present
Guilford College April 2012 - May 2013
Guilford College September 2011 - May 2013
Guilford College September 2011 - December 2011
Guilford College September 2010 - December 2011
Skills
Editing, Event Management, Community Outreach, Event Planning, Public Relations, Microsoft Office, Research, Creative Writing, Writing, Communication, Spanish, Copy Editing, Higher Education, Leadership, Teaching, Data Entry, HTML, Social Media Management, SMO
Education
Guilford College 2009 — 2013
Bachelor of Arts (BA), English Language and Literature, General
UnitedHealth Group July 2015 - Present
Lincoln Financial Group August 2014 - May 2015
Blue Cross Blue Shield of NC April 2013 - July 2014
Aetna 2000 - 2010
Skills
Medicare, Insurance, Claim, Employee Benefits, HMO, Call Center, Customer Service, Health Insurance, Management, Healthcare Industry, Property & Casualty..., PPO, Commercial Insurance, Claims Management, Provider Relations, Claims Resolution, General Insurance, Managed Care, Group Insurance, Claim Investigation, Licensed Property &..., Network Development, Medicare Part D, Commercial Lines, Casualty, Claims Handling, Renewals, HIPAA, Team Building, Leadership, Process Improvement, Customer Retention, Call Centers, Outlook, Microsoft Excel
Education
Guilford Technical Community College 2014 — 2017
Associate of Science (AS), Computer/Information Technology Administration and Management
University of North Carolina at Greensboro 1993 — 1997
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Lincoln Financial Group March 2015 - Present
Ruths Chris Steakhouse June 2014 - March 2015
The Village Tavern, Inc. May 2009 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets
Education
Guilford Technical Community College 2013 — 2015
Associate's Degree, Accounting and Finance
State University of New York College of Agriculture and Technology at Morrisville
Journalism
Stealth Partner Group June 2014 - Present
Lincoln Financial Group January 2012 - June 2014
Sun Life Financial May 2006 - December 2011
Sun Life Financial March 2003 - May 2006
Skills
Disability Insurance, Employee Benefits, Health Insurance, Insurance, Life Insurance, Retirement, Term Life Insurance, Underwriting
Education
Grand Valley State University 1996 — 2001
Bachelor's degree, International Business
JDA eHealth Systems June 2013 - Present
Graphicsland June 2005 - June 2012
Lincoln Financial Group June 2004 - June 2005
Skills
ASP.NET, VB.NET, C#, .NET, Microsoft SQL Server, ASP.NET MVC, SQL, Web Services, AJAX, LINQ, jQuery, XML, Oracle
Education
Wheaton College 1992 — 1996
BS, Computer Science / Math
Harper College 2012 — 2013
Health Information Technology Certificate
Lincoln Financial Group January 2014 - Present
Shark Club October 2012 - January 2014
Downtown Main Martini Bar & Grille December 2007 - October 2012
Rock Fire Grille September 2010 - January 2011
Oak Pointe Country Club May 2008 - August 2009
Bay Pointe Golf Club August 2006 - December 2007
Skills
Food & Beverage, Microsoft Excel, Microsoft Word, Customer Service, Hospitality, Event Planning, Teamwork, Event Management, Time Management, Hospitality Management, Negotiation
Education
Grand Valley State University 2009 — 2012
Bachelor of Science (B.S.), Hospitality and Tourism Management: Food & Beverage
Hartland High School
Temple University September 2014 - Present
Temple Student Government May 2014 - May 2015
Temple University August 2012 - May 2015
National Foundation for Cancer Research May 2014 - August 2014
Temple University's Association for Information Systems August 2013 - May 2014
Lincoln Financial Group June 2013 - August 2013
Temple University May 2013 - August 2013
Berkheimer OneSource June 2012 - August 2012
Skills
Leadership, Social Networking, Management, Public Speaking, Teamwork, Microsoft Excel, Social Media, Microsoft Word, Customer Service, WordPress, Nonprofits, Databases, Event Planning, Time Management
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (BBA), Management Information Systems, General
Harvard Business School 2014 — 2014
Summer Venture in Management Program
MetLife June 2015 - Present
The Assurance Group September 2014 - June 2015
Symmetry Financial Group January 2013 - September 2014
WeDo Enterprises, LLC January 2011 - December 2013
Clean Phryers, Inc. March 2012 - November 2012
Sustainable Contractors May 2011 - November 2011
International School SEK - Las Americas November 2009 - October 2010
Senture Connect June 2009 - September 2009
Lincoln Financial Group January 2007 - February 2008
Lincoln Financial Group January 2004 - December 2006
Skills
Web Development, New Business Development, Life Insurance, Sales, E-commerce, Online Marketing, Marketing Strategy, Public Speaking, Graphic Design, Sales Operations, Account Management, Sales Management, Fixed Annuities, Business Planning, Management, Business Strategy, Customer Service, Strategic Financial..., Negotiation, Advertising, Strategic Planning, Market Research, Team Building, Investments, Business Development, Team Leadership, Lead Generation, Business Analysis, Entrepreneurship, Coaching, Sales Process, Cold Calling, Financial Services, Leadership, Marketing, Contract Negotiation
Education
Harvard University 1990 — 1994
BA, Romance Languages and Literatures
Universidad Complutense de Madrid 1992 — 1993
Indiana Wesleyan University September 2013 - Present
SociallySeasoned, LLC June 2013 - Present
The Great American Spice Company August 2012 - Present
Ivy Tech Community College August 2011 - Present
OnMARQ Marketing November 2011 - August 2013
Community Action of Northeast Indiana March 2010 - December 2011
Harrison College August 2011 - September 2011
Ivy Tech Community College April 2011 - August 2011
Travel Leaders, formerly Conference & Travel August 2008 - March 2010
Lincoln Financial Group February 2007 - August 2008
Skills
Internet Explorer, Microsoft FrontPage, Public Speaking, Research, PowerPoint, Outlook, Microsoft Word, Social media management, Event Planning, Strategic..., Non-profit Program..., Social Media, Social Media Marketing, Community Outreach, Leadership, Nonprofits, Facebook, Training, Marketing, Fundraising, Higher Education, Social Networking
Education
United Way of Allen County 2011 — 2011
Project Blueprint, Bridges to Diverse Leadership
YLNI Leadership Institute 2011 — 2011
Leadership
Gonzaga University 2009 — 2010
Master of Arts, Communication & Leadership
Indiana University—Purdue University Fort Wayne 2002 — 2008
Bachelor of Arts, Spanish (International Language & Culture Studies)
Lacunza 2006 — 2006
Spanish
North Side High School 1998 — 2002
Core 40
Interlochen School of the Fine Arts 1998 — 1998
Choral, Vocal, Dance, Improv Jazz
American Management Association
The Accidental Marketing Manager Training Program
Google AdWords
PayFlex October 2014 - June 2015
Insight Global August 2014 - November 2014
Heritage Food Service Equipment May 2012 - February 2014
Lincoln Financial Group March 2007 - December 2010
Skills
Customer Service, Logistics, Account Management, Sales, Team Building, Inventory Management, Microsoft Office, Microsoft Excel, Customer Satisfaction, Operations Management, Equipment Installation, Customer Retention, Inside Sales, Multi-line Phone, CRM
Education
Indiana Institute of Technology 2013 — 2016
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General, 3.47 GPA
Goshen College 1998 — 2000
Radio and Television Broadcasting Technology/Technician
Lincoln Financial Group June 2014 - Present
IPFW August 2013 - Present
Summit Dental Group May 2013 - August 2013
Skills
Dental Technology, Microsoft Office, Customer Service, Clerical Skills, Claims Handling, Sales, Fixed Annuities, Variable Annuities, Mutual Funds, FINRA, Life Insurance, Trusts
Education
Indiana University-Purdue University Fort Wayne (IPFW) 2013 — 2015
Grand Valley State University 2011 — 2013
Lincoln Financial Group December 2013 - Present
Downtown Greensboro Inc. January 2013 - May 2013
Greensboro College August 2012 - April 2013
Yum Yum Better Ice Cream May 2007 - May 2012
KFC August 2003 - July 2005
Skills
Microsoft Office, Microsoft Excel, PowerPoint, English, Windows, Research, Teaching, Public Speaking, Editing, Negotiation, Good with numbers, Team-oriented
Education
Greensboro College 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Economics
Guilford Technical Community College 2008 — 2011
Associates in Arts, Transfer
Y-Prime August 2015 - Present
Y Prime August 2014 - August 2015
ICON Clinical July 2013 - August 2014
ICON Technology Group January 2013 - June 2013
ICON Medical Imaging January 2008 - December 2012
ICON Medical Imaging January 2007 - January 2008
Orthovita June 2005 - January 2007
Advanta March 2003 - June 2005
Lincoln Financial Group March 2001 - March 2003
DVI, INC March 2000 - March 2001
Skills
Internal Controls, Forecasting, Cash Flow, Sarbanes-Oxley Act, Accounting, Pharmaceutical Industry, Financial Analysis, Financial Reporting, Management, Analysis, Auditing, Budgets, Finance, Hyperion Enterprise, Internal Audit, Process Improvement, Revenue Recognition, Cost Accounting, Project Planning, Mergers & Acquisitions, US GAAP, Managerial Finance, Clinical Trials
Education
Gwynedd Mercy University
BS, Accounting
Lincoln Financial Group August 2015 - Present
SEI Investments July 2010 - May 2015
SEI Investments December 2008 - June 2010
SEI Investments March 2006 - December 2008
Skills
Excel, Partnership Taxation, Tax Preparation, Tax, Compliance, Accounting
Education
Golden Gate University 2012 — 2014
Master of Science (MS), Taxation
Gwynedd-Mercy College 2005 — 2009
B.S., Business Administration w/ Accounting
Inmar July 2011 - August 2013
Lincoln Financial Group October 2005 - June 2007
Volvo Trucks July 1994 - August 1998
Skills
Finance, Accounting, Accounts Payable, Financial Services, Financial Analysis, Six Sigma Yellow Belt, Payroll, Insurance, Process Improvement, Vendor Management, Budget, Team Building, Outlook, Invoicing, Human Resources
Education
Guilford College 2009 — 2011
Bachelor of Science, Business Management
Guilford Technical Community College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Criminalistics and Criminal Science
Truliant Federal Credit Union July 2015 - Present
Lincoln Financial Group January 2015 - June 2015
Allegacy Federal Credit Union April 2003 - January 2015
Skills
Outlook, Microsoft Excel, Financial Analysis, Accounting, Credit, Customer Service, Risk Management, Management, Credit Card Fraud, Loans, Team Building, Finance, Strategic Planning, Budgets, Process Improvement, Coaching
Education
Guilford Technical Community College 1981 — 1983
Associate's degree, Accounting
Lincoln Financial Group October 2014 - Present
Lincoln Financial Group July 2010 - October 2014
AlphaStaff December 2009 - February 2010
Digital Insurance August 2008 - August 2009
The Hartford August 2005 - June 2008
BLUE CROSS BLUE SHIELD OF SC June 2000 - July 2005
Skills
Group Benefits..., National Account..., Creative Team Leadership, Employee Benefits, Health Insurance, Group Benefits, Insurance, Customer Service, Benefits Administration, Outlook, Team Building, HRIS, Account Management, Customer Relations, Benefits, Problem Solving, Call Center, Mentoring, Public Speaking, Coaching, Process Improvement, COBRA, Creative Direction, Disability Claims..., Disability Insurance, Employee Training, Long-Term Disability, Microsoft Word, PowerPoint, Program Management, Employee Relations, Human Resources, Open Enrollment, Call Centers
Education
Midlands Technical College 2000 — 2003
Business Administration; A.S. Degree, Marketing; 2003
Haslam College of Business at the University of Tennessee
Troy University
B.S, Human Resources Management
REI April 2014 - Present
Lincoln Financial Group September 2013 - November 2013
Charlotte Russe January 2010 - September 2013
E-Tattoo & Body Piercing November 2008 - June 2009
Skills
Retail, Customer Service, Sales Management, Visual Merchandising, Radio Promotions, Time Management, Team Leadership
Education
Grossmont College 2009 — 2015
Associate’s Degree, Business Administration, 3.8 GPA
Lincoln Financial Group June 2015 - Present
Genworth Financial February 2014 - June 2015
Genworth Financial December 2012 - February 2014
Virginia Polytechnic Institute and State University August 2010 - May 2012
Virginia Commonwealth University January 2010 - May 2010
Target August 2008 - December 2009
Target May 2005 - August 2008
Campaign Virginia April 2007 - July 2007
Skills
Microsoft Excel, Budgets, Management, Leadership, Sales, Microsoft Office, Data Analysis, Customer Service, Profit, Procurement, VBA, Strategic Planning, SQL, Valuation, Research, Public Speaking, Long Term Care Insurance, MG ALFA, Actuarial Science
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2010 — 2012
MBA, Corporate Finance and Investment Management, 3.64
Virginia Commonwealth University - School of Business 2010 — 2010
MBA, Investments
Hampden-Sydney College 2004 — 2008
BA, Economics and Commerce
Project Management Institute June 2015 - August 2015
Gettysburg College September 2011 - May 2015
Gettysburg College September 2011 - May 2015
Lincoln Financial Group May 2014 - August 2014
Aronimink Country Club May 2012 - August 2013
Narberth Summer Basketball League May 2012 - August 2012
Malvern Preparatory School Athletic Department May 2011 - August 2012
Education
Dublin Business School 2015 — 2016
Master's degree, Business Administration(Marketing Stream)
Gettysburg College 2011 — 2015
Bachelor of Arts (BA), Major in Sociology, Minor in Business, Senior
Malvern Preparatory School 2007 — 2011
Diploma
Lincoln Financial Group February 2012 - Present
Vanguard May 2004 - February 2012
Sprint March 1997 - May 2004
Eli Lilly and Company January 1994 - March 1997
Proctor & Gamble January 1990 - December 1993
Deloitte and Touche 1987 - 1990
Skills
•Business..., Strategy, Business Process..., Cross-functional Team..., Leadership, CRM, Change Management, Management, Six Sigma, Analysis, Training, Performance Management, Business Development, Mergers & Acquisitions, Strategic Planning, Business Strategy, Budgets
Education
Harvard Business School
Leading Change and Organizational Renewal - Executive Course Certification, Strategy and Execution
Columbia University, Graduate School of Business 2013 — 2013
Creating & Executing Breakthrough Strategy-Exec. program, Certification
Penn State University 2008 — 2009
Master of Finance, M&A and Co Valuation
Northwestern University - Kellogg School of Management 2001 — 2002
KMI, General management (Post MBA)
Kansas State University 1986 — 1987
Master of Accountancy, Accounting
King Fahd University of Petroleum & Minerals 1981 — 1985
BS, Industrial Management
Cadet College HasanAbdal, 22nd Entry 1975 — 1980
MAcc, MFIN, KMI, CPA, AMBB, High School/Secondary Diplomas and Certificates
Northwestern University - Kellogg School of Management 2015 — 2015
Executive Operations Experience, Advanced Management Program
North Carolina Department of Transportation (NCDOT) November 2013 - Present
Taraba Consulting July 2006 - Present
health care services corporation May 2013 - October 2013
Lincoln Financial Group October 2008 - April 2013
State Farm April 2007 - October 2008
BlueCross BlueShield Association 2006 - 2007
Perficient 2006 - 2006
GATX 2005 - 2006
Deloitte Consulting 2004 - 2006
Nationwide Insurance 2004 - 2005
Skills
Business Process Mapping, SOA, SDLC, EAI, Integration, Solution Architecture, Business Process Design, Java Enterprise Edition, Web Services, Agile Methodologies, ETL, Requirements Analysis, SOAP, Websphere, Architectures, Architecture
Education
University of Iowa 1999 — 2000
Master of Science (MS)
Gujarat University 1993 — 1997
BE
Cigna November 2013 - Present
Lincoln Financial Group November 2012 - November 2013
The Hartford Insurance Group February 2007 - November 2012
Unum 2006 - 2007
CIGNA Group Insurance 2003 - 2007
Skills
Employee Benefits, Health Insurance, Disability Insurance, Insurance, Underwriting, Term Life Insurance, Brokers, Life Insurance, Long-term Care, Sales, Account Management, Management, Leadership
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 2002
Lincoln Financial Group May 2012 - Present
Ecolab November 1997 - March 2012
American Express March 1988 - May 1997
Skills
Microsoft Office, Microsoft Project, Excel, PowerPoint, Visio, MS Project, Microsoft Excel, Cross-functional Team..., Business Analysis, Change Management, Program Management, Risk Management, Quality Assurance, Project Management, Agile Methodologies, Training, Six Sigma, Budgets, Analysis
Education
Guilford College 1988 — 1991
Bachelor of Applied Science (BASc), Business Administration and Management, General
Lincoln Financial Group April 2010 - Present
Aetna November 2007 - December 2008
Netkey 2001 - 2004
Gerber Technology 1997 - 2000
Cadkey 1990 - 1993
Skills
Agile Methodologies, WCF, C#, Requirements Analysis, Software Development, Web Services, SDLC, SQL, ASP.NET, JavaScript, Microsoft SQL Server, Scrum, SOA, Project Management, .NET, Web Applications
Education
Rensselaer Polytechnic Institute at Hartford 1991 — 1994
Gubkin Russian State University of Oil and Gas 1982 — 1987
BS, Applied Math
Lincoln Financial Group January 2013 - Present
Saint Francis Hospital June 2012 - December 2012
AstraZeneca June 1974 - June 2012
Skills
Administrative..., Outlook, PeopleSoft, Pharmaceutical Industry, Microsoft Excel, SAP, PowerPoint, Access, Budgets, Healthcare, Microsoft Word, Microsoft Office, Managed Care, Office Management, Accounts Payable, Process Improvement
Education
Goldey Beacom College 1980 — 1982
Accounting
Lincoln Financial Group November 2014 - Present
Ron Roberge - Golf Instruction November 2014 - Present
Education
Golf Academy of America-Altamonte Springs
Pitney Bowes Presort Services September 2012 - Present
Parsons Brinckerhoff December 2011 - September 2012
AT&T May 2010 - May 2011
Jacobi Medical Center,Bronx,NY June 2009 - October 2009
Lincoln Financial Group September 2005 - May 2009
Skills
User Acceptance Testing, XML, Requirements Analysis, SharePoint, Microsoft SQL Server, SDLC, SOA, SSRS
Education
Gulbarga University 1993 — 1997
Lincoln Financial Group November 1999 - Present
Pepper Hamilton LLP 1996 - 1999
Skills
Mergers, Corporate Law, Securities, Private Equity, Litigation Management, Securities Regulation, Licensing, Mergers & Acquisitions, Corporate Governance, Due Diligence, Joint Ventures, Litigation, Privacy Law, Commercial Litigation
Education
Harvard Law School 1993 — 1996
JD, Law
Lincoln Financial Group February 2011 - Present
Lincoln Financial Group October 2005 - February 2011
Northwestern Mutual December 2004 - October 2005
Furnitureland South August 2000 - December 2004
Skills
Customer Service, Social Media, Insurance, Life Insurance, Microsoft Excel, PowerPoint, Management, Public Speaking, Microsoft Office, Team Building, Sales Management, Employee Benefits, Human Resources, Sales, New Business Development, Training
Education
Guilford College 2014 — 2014
Paralegal Certification, Legal Assistant/Paralegal
University of North Carolina at Greensboro 1995 — 2000
Bachelor of Science (BS), Business Administration
Macquarie Group January 2010 - Present
Delaware Investments June 1990 - Present
Lincoln Financial Group 1995 - January 2010
Skills
Business Analysis, SDLC, Vendor Management, Integration, Investments, IT Strategy, Financial Services, Management, Fixed Income, Portfolio Management
Education
Grove City College 1986 — 1990
BS, Management Information Systems
University of Massachusetts, Amherst 1985 — 1986
Electrical and Electronics Engineering
Lincoln Financial Group March 2015 - Present
Prudential May 2013 - December 2014
The Hartford May 2008 - December 2012
The Hartford 2006 - 2008
The Hartford 2004 - 2006
The Hartford 2001 - 2004
Skills
Forward Thinking, Solid Presentation..., Design, Development &..., Performance Management, Talent Developer, Coaching Staff, Project Management, Change Management, Integrity, Employee Benefits, Underwriting, Talent Management, Diversity & Inclusion, Insurance, Strategy, Training, Onboarding, Disability Insurance, Cross-functional Team..., Management, Leadership, Coaching, Process Improvement
Education
Hampton University
Bachelor of Science, Finance
Lincoln Financial Group Sr. Business AnalystComputer Sciences Corporation1999 - 2004
Education
Greensboro College 2006 — 2010
Bachelors Business Administration, Minor Legal Administration, Business
The Northern Trust Company I Wealth Management 2015 - Present
The Northern Trust Company I Corporate & Institutional Services 2013 - 2015
Keeley Funds 2010 - 2013
Calamos Investments 2008 - 2009
Calamos Investments 2007 - 2008
Lincoln Financial Group 2001 - 2006
Skills
Consultative Sales..., Superior Client Service, Marketing, Business Development, Public Speaking, Sales Management, Leadership, Asset Management, Manager Due Diligence, Portfolio Construction, Risk Management, Alternative Investments, Performance Measurement, Financial Planning, Wealth Management, Strategic Financial..., Due Diligence, Asset Managment, Portfolio Management, Investments, Series 7, Mutual Funds, Series 63, Financial Services, Securities, Asset Allocation, Financial Advisory, 401k, Consultative Selling
Education
John Carroll University 2003 — 2006
MBA
Harvard University 2000 — 2001
CSS
The Ohio State University 1995 — 1999
BA
University of Cambridge 1997 — 1997
International Summer School
Ecolab January 2013 - March 2015
Lincoln Financial Group February 2012 - November 2012
DIRECTV June 2011 - December 2011
Inmar May 2010 - February 2011
Veritude April 2007 - December 2009
Managed Data Group 2003 - 2004
Skills
Quality Center, User Acceptance Testing, SDLC, Test Planning, Testing, Test Cases, Quality Assurance, Agile Methodologies, Integration, Software Documentation, Software Project..., Requirements Analysis, SQL, Business Requirements, Scrum, Databases, Business Analysis, Test Strategy, Project Management, Visio, Process Improvement, Waterfall, TFS, HP Quality Center
Education
The University of North Carolina at Greensboro 2005 — 2007
Master of Science, Information Technology and Management
Guilford Technical Community College 2001 — 2003
Applied Associate Science, Computer Programming
The University of North Carolina at Greensboro 1999 — 2001
Bachelor of Science, Information Systems & Operations Management
Guilford Technical Community College 1996 — 1999
Applied Associate Science, Information Systems
Henson & Talley, LLP February 2014 - Present
Wake Forest Baptist Health August 2011 - January 2014
Quintero Deposition January 2010 - August 2011
Lincolnd Financial Group November 2000 - April 2009
Lincoln Financial Group 2000 - 2009
Moses Cone Health System October 2003 - September 2008
Jefferson Pilot Financial November 2000 - October 2006
Guardian Care of RR October 1997 - October 2000
Halifax Eye Center February 1995 - October 1997
Skills
Customer Service, Invoicing, Data Entry, Hospitals, Microsoft Office, Medical Records, HIPAA, Outlook, Telephone Skills, Legal Writing
Education
Guilford Technical Community College 2009 — 2010
Associates, Paralegal Studies
Halifax Community College 1992 — 1994
Medical Office Technology
Roanoke Rapids High School 1978 — 1982
Advocate Good Shepherd Hospital July 2013 - Present
Advocate Good Shepherd Hospital August 2010 - July 2013
Lincoln Financial Group November 1988 - August 2008
Skills
401k, Retirement, Hospitals, Mutual Funds, Nursing, Healthcare
Education
Northern Illinois University 2010 — 2012
Bachelor of Science (BS), Nursing, Graduated Cum Laude
McHenry County College 2008 — 2010
Nursing, 4.0
Roosevelt University 1988 — 1990
BS, Business Administration
Harper College 1986 — 1988
AA, Business
Lincoln Financial Group May 2013 - Present
Amex July 2005 - Present
American Express July 2005 - July 2011
American Express February 1988 - July 2011
American Express January 1999 - June 2005
Skills
Operations Management, Process Improvement, Call Center, Re-engineering, Credit Cards, Outsourcing, Vendor Management, Call Centers, Team Building, Leadership, Cross-functional Team..., Relationship Management, Six Sigma, Business Process..., Credit, BPO, Coaching, Change Management, Management, Customer Retention, Service Delivery, Customer Experience, Strategy, Project Management, Workforce Management, SDLC, Project Delivery, Risk Management, Analysis, Business Analysis, Analytics, CRM, Financial Services, Project Portfolio..., Banking, Team Management
Education
Guilford College 1980 — 1985
Guilford College
We Are One Christian Fellowship May 2011 - Present
Bank of America July 2010 - February 2011
Lincoln Financial Group May 2007 - 2009
African American Atelier, Inc. August 2006 - May 2007
INFONXX November 2005 - July 2006
NAAWLI October 2002 - January 2006
Bennett College/Women's Leadership Institute November 1997 - September 2002
Skills
Microsoft Office, Administrative Support, Customer Service, Call Center
Education
Greensboro College 2001 — 2006
B.A., Sociology
Guilford Technical Community College 1993 — 1996
Associate in Applied Science Degree (AAS); Certificate, General Office Technology; General Office Technology
James B. Dudley Senior High School 1989 — 1992
Diploma
Teradata Corporation (Analytics Software) September 2007 - Present
NCR Corporation 2000 - 2007
Promus Hotel Corporation 1995 - 2000
Promus Corporation 1989 - 1994
Lincoln Financial Group 1984 - 1987
Skills
Financial Analysis, Mergers, Competitive Analysis, Investor Relations, Corporate Communications, Strategic Planning, Analyst Relations, Marketing Strategy, Strategic Communications, Marketing, Internal Communications, Mergers & Acquisitions, Strategy, Business Development, Market Research, Media Relations, Loans, Business Strategy, Business Analysis, Financial Modeling, Strategic Partnerships, Leadership, Asset Management, Forecasting, Communication Training
Education
Indiana University Bloomington 1987 — 1989
MBA, Finance / Marketing
Indiana State University - Scott College of Business 1980 — 1984
BS, Business, Marketing
Harding University 1979 — 1980
University of Cloverdale
Amica Life Insurance Company September 2014 - Present
Knights of Columbus September 2011 - September 2014
SCOR April 2010 - September 2011
The Phoenix Companies 2006 - 2010
Lincoln Financial Group 2003 - 2006
Skills
Insurance, Life Insurance, Fixed Annuities, Risk Management, Reinsurance, Health Insurance, Financial Analysis, Leadership, IRAs, Relationship Management, Commercial Insurance, Retirement, Asset Management, Securities, Property & Casualty..., Disability Insurance, Long Term Care Insurance, Marketing, Portfolio Management, Actuarial Science, Asset Allocation, Employee Benefits, Wealth Management, Long-term Care, Term Life Insurance, Underwriting, Investments, Financial Risk, Brokers, Mutual Funds, Retirement Planning, Claims Management, Claim, Estate Planning, Strategic Financial..., 401k, Series 63, Pensions, Financial Planners, General Insurance, Financial Services, Series 7, Enterprise Risk..., Financial Planning, Investment Strategies
Education
Hartwick College
Bachelor of Science (BS)
Lincoln Financial Group April 1984 - Present
Education
Greensboro College
Bachelor of Arts (B.A.), Education
UNC Greensboro
Master of Business Administration (MBA)
Lincoln FInancial Group March 1978 - July 2012
Lincoln Financial Group 1978 - 2010
Education
Greensboro College 2005 — 2006
Bachelor, Business
Measurement Incorporated April 2015 - July 2015
First Presbyterian Church jobs 2011 - 2014
First Presbyterian Church jobs 2011 - 2014
First Presbyterian Church jobs 2011 - 2014
United Guaranty Corporation 2010 - November 2013
Lincoln Financial Group April 1993 - January 2011
Jefferson Pilot Financial June 1989 - December 1998
Skills
Customer Service, Microsoft Excel, Process Improvement, Employee Benefits, Time Management, Teamwork, Strategic Planning, Leadership, Management, Outlook, Risk Management, Public Speaking, Marketing Research, Qualitative Research, Customer Satisfaction, Qualitative, Invoicing, Policy, Access, Banking, Leadership Development, Customer Experience, Training, Microsoft Office, Team Building, Coaching, PowerPoint, Microsoft Word, Analysis
Education
Walden University 2011 — 2015
Doctoral Student, DBA - Leadership
Strayer University 2009 — 2011
Masters, Business Management
Guilford College 2004 — 2009
BS, Business Management
Guilford College 2004 — 2009
BS, Business Management
Broadband Antenna Tracking Systems (BATS) January 2015 - Present
Broadband Antenna Tracking Systems (BATS) December 2008 - Present
Lincoln Financial Group October 2001 - February 2005
MetLife June 1988 - September 2001
Skills
Start-ups, Strategic Partnerships, Solution Selling, New Business Development, Channel Partners, Account Management, Sales Management, Mobile Devices, Wireless, VoIP, Direct Sales, Managed Services, Telecommunications, Product Management, Go-to-market Strategy
Education
Grace College and Seminary 1982 — 1984
Bachelor of Science (BS), Accounting
Raymond James January 2015 - Present
Oppenheimer & Co. Inc. March 2010 - January 2015
Southwest Securities June 2006 - March 2010
Lincoln Financial Group September 2001 - June 2006
Skills
Investments, 401k Rollovers, Investment Strategies, Asset Allocation, Retirement, Securities, Financial Advisory, Hedge Funds, Financial Services, Retirement Plan..., Wealth Management..., Retirement Savings, Business-Succession..., Deferred Compensation..., Estate Investment..., Fixed Income Strategies, Insurance, Multigenerational..., Relationship Management, Risk Management..., Stock Due Diligence, Tax-Efficient Strategies, Wealth-Preservation...
Education
Hartwick College
Oneonta, NY
Plano Senior High School
St. Edward's University
BBA, Business Management
Vantage Financial Group, Inc. 2008 - Present
Lincoln Financial Group 2003 - 2008
Prudential Financial 2000 - 2003
Unum 1993 - 2000
Buffalo Bills March 1992 - October 1992
Houston Oilers Football Club 1990 - 1992
New York Giants Football Club 1989 - 1990
Skills
Disability Insurance, Retirement, Health Insurance, Insurance, Employee Benefits, Health Savings Accounts, Brokers, 401k, Benefits Administration, Life Insurance, Term Life Insurance, Retirement Planning, Long-term Care, COBRA, Critical Illness, Strategic Financial...
Education
Grand Valley State University 1984 — 1988
BBA, Marketing
Hartland High School 1981 — 1984
Lincoln Financial Group June 2014 - Present
Teach For America June 2012 - June 2014
University of Tennessee August 2007 - May 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Time Management, Research, Facebook, JMP, Access, Leadership, Customer Service
Education
University of Tennessee-Knoxville - College of Business Administration 2007 — 2012
Bachelor of Science (BS), Business Administration, Mathematics
MassMutual Financial Group August 2013 - Present
MassMutual Financial Group November 2001 - Present
Lincoln Financial Group October 1997 - November 2001
ING DIRECT April 1990 - October 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Instructional Design..., Articulate Suite, UPK OnDemand, Leadership, Performance Consulting, Collaborative Problem..., Change Management..., Storyboarding, eLearning Design, Program Facilitation, Training Facilitation, Instructional Design, Change Management, Training Delivery, Coaching, Instructor-led Training, Leadership Development, Blended Learning, ADDIE, Business Analysis, E-Learning, Insurance
Education
Hartford Seminary 1991 — 1995
Master's degree, Theology/Theological Studies
Duquense University 1976 — 1979
Bachelor of Arts (B.A.), Classics
Lincoln Financial Group November 1995 - Present
Procter & Gamble January 1993 - December 1994
Skills
HTML, Windows, Java, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Outlook, Photoshop, Teaching, Sccm 2012
Education
Guilford College 1978 — 1982
Continuum Financial Partners 2005 - Present
Main Street Tax Advisory of Northern California, LLC July 2011 - Present
Society for Financial Awareness July 2011 - July 2013
AICPA PFP 2011 - 2013
Lincoln Financial Group 1997 - 2005
ConAgra Foods 1992 - 1997
Kappa Sigma Fraternity June 1984 - May 1985
United States Marine Corps February 1982 - September 1984
Skills
Strategic Financial..., Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Estate Planning, Risk Management, Small Business, Marketing, Registered Investment..., Personal Financial..., Tax Advisory, Tax Preparation, Portfolio Optimization, Series 7, Series 24, Finance, Insurance, Employee Benefits, Retirement Income..., Charitable Planning, Planning for..., Stock Diversification..., Planning with Employer..., Risk Managment, Alternative Investment..., Series 31, Series 66, Trust and Estate..., FINRA, Plannning, Financial Planning, Management, Customer Service, Leadership, Investments
Education
Massachusetts School of Law 1992 — 1995
J.D., Law
Harvard University 1990 — 1991
M.B.A. Coursework, Graduate Marketing
Golden Gate University, School of Law 1989 — 1990
Juris Doctor, Law
University of California, Irvine 1981 — 1985
B.A., Economics
San Ramon High 1978 — 1981
College Preparatory
Clinically Home 2011 - Present
Corporate Health Strategies June 2008 - 2011
Mercer January 2007 - June 2008
Tenet Healthcare 2003 - 2007
WellPoint October 1997 - 2001
UnitedHealth Group 1990 - 1997
Lincoln Financial Group 1980 - 1990
Skills
BLS, Healthcare Industry, Mergers, Leadership Development, Healthcare, Operations Management, Physician Relations, Healthcare Consulting, Revenue Cycle, Hospitals, Employee Engagement, Change Management, JCAHO, Healthcare Management, ACLS, Physicians, Program Management, Performance Improvement, EMR, Clinical Research, HIPAA, Healthcare Information..., Medicare, Utilization Management, Executive Management, Patient Safety, Disease Management, Practice Management, Informatics, EHR, Managed Care, Medicaid, Mergers & Acquisitions, Revenue Cycle Management, Quality Improvement
Education
Harvard University
Master’s Degree, Finance, ALM
USAF Finance School
Finance Specialist
Elbert County Early Childhood Council March 2006 - Present
Elbert County Early Childhood Council March 2006 - Present
Lincoln Financial Group May 1997 - May 2003
Zurich Insurance March 1992 - May 1997
Skills
Strategic Planning, Public Speaking, Customer Service, Research, Team Building, Teaching, Coaching, Fundraising, Leadership Development, Staff Development, Process Improvement, Event Planning, Change Management, Management
Education
Harper College
Lincoln Financial Group October 2005 - Present
Skills
Leadership
Education
Guilford College
Computer Information Systems/Human Resources
Broadspire-All Medical Staffing January 2012 - Present
Broadspire June 2011 - December 2011
Broadspire June 2011 - December 2011
Lincoln Financial Group April 2010 - November 2010
Lincoln Financial Group April 2010 - November 2010
Lincoln Financial Group August 2003 - April 2010
Lincoln Financial Group August 2003 - April 2010
Pediatric Health Care Associates May 1999 - August 2003
Pediatric Health Care Associates May 1999 - August 2003
Skills
Insurance, Employee Benefits, Outlook
Education
Harper College 2009 — 2013
Health Care
at Harper College
Benefit Pro Insurance Services Inc. April 2013 - Present
Sharp Health Plan January 2010 - December 2011
Lincoln Financial Group July 2007 - May 2009
UnitedHealthcare July 2000 - July 2007
Skills
Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Program Management, Process Improvement, Account Management, Negotiation, Marketing Strategy
Education
Grossmont College 1993 — 1996
Respiratory Therapy
Wells Fargo May 2015 - Present
Lincoln Financial Group May 2011 - May 2015
Transamerica Retirement Solutions 2008 - 2011
Transamerica Retirement Solutions 2002 - 2008
MassMutual Financial Group 2001 - 2002
MassMutual Financial Group 2000 - 2001
MassMutual Financial Group 1999 - 2000
Skills
401k, Mutual Funds, Retirement, Financial Services, Investments, Series 63, Series 7, Pensions, Retirement Planning, Relationship Management, Strategic Planning, Series 6, Employee Benefits, Fixed Annuities, Defined Benefit, Salesforce.com, Business Strategy, Business Development, Strategic Financial..., New Business Development, Strategy, Investment Advisory, Financial Planning
Education
Golden Gate University
Master of Science (M.S.), Financial Planning and Services
University of Massachusetts, Amherst
Bachelor's Degree
Lincoln Financial Group January 2001 - Present
Dunhill Professional Search June 1989 - December 2000
Skills
Financial Reporting, Tax, Accounting, General Ledger, Tax Preparation, Tax Accounting, Account Reconciliation, CPA, Sarbanes-Oxley Act, Tax Research, Internal Controls
Education
Guilford Technical Community College 1991 — 1998
Accounting
Jefferson/Rudledge Business College 1976 — 1978
Accounting
Lincoln Financial Group June 2011 - Present
Skills
Microsoft Excel
Education
Greensboro College 2008 — 2011
Bachelor, Mathematics
Lincoln Financial Group Manager - Finance Data IntegrationLincoln Financial GroupAugust 2013 - Present
Skills
Accounting, Business Analysis, Financial Analysis, Internal Controls, Financial Reporting, Insurance, Financial Services, Essbase, Strategic Financial...
Education
Guilford College 2002 — 2006
BS, Business Management & Accounting
Old Dominion Freight Line June 2015 - Present
Elsag North America February 2014 - June 2015
Lincoln Financial Group February 2012 - February 2013
Verizon Wireless September 2007 - April 2012
Education
Guilford College 1991 — 1995
BS, Business Administration, Management and Operations
CIGNA HEALTCARE January 2012 - Present
Disney Consumer Products May 2012 - Present
Basch Subscriptions July 2009 - October 2011
Lincoln Financial Group January 2007 - January 2009
Nassau Broadcasting January 2006 - November 2007
Barclay Personnel Systems January 2005 - January 2006
HY-VEE FOOD STORE January 1992 - January 2005
I Wireless 2003 - 2005
Skills
Training, Human Resources, Payroll, Management, Sales, Policy, Trade Shows, Publishing, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Creativity, Proofreading, Data Entry, Phone Etiquette, Access, HEDIS, HIPAA, Travel Arrangements, Credentialing, Cake Decorating, Adaptable to Changes, Event Planning, Outlook, Event Management, Teamwork, Telephone Skills, Fundraising, Nonprofits, Customer Satisfaction, Cold Calling, PowerPoint, Lync, Health Insurance
Education
Hamilton College 2004 — 2005
Certificate in Medical Transcription, Medical Transcription/Transcriptionist
Hesser College 1988 — 1990
Business administration
Mark III Employee Benefits October 2003 - Present
Stanley Benefit Services March 1998 - September 2002
Lincoln Financial Group January 1989 - February 1998
Skills
Insurance, Health Insurance, Property & Casualty..., General Insurance, Underwriting, Commercial Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Brokers, Long-term Care, Employee Benefits, Accident, Health Savings Accounts, Whole Life, Workers Compensation
Education
Guilford Technical Community College
Business Administration and Management, General
Abbott/Abbvie July 2013 - Present
LTDCommodoties August 2012 - December 2012
Lincoln Financial Group 2008 - 2010
Wheels, Inc. October 2007 - May 2008
Chase Insurance Co August 1998 - May 2007
Skills
Microsoft Word, Customer Service, Invoicing, Finance, Process Improvement, Time Management, Accounts Payable, Order processing..., Financial Processor, Data Analysis, Teamwork, Budgets, 12 years of data entry..., Data Entry, Insurance, Payroll
Education
Harper College 1995 — 1997
Harper College 1995 — 1995
GED
Lincoln Financial Group August 2009 - October 2010
Lincoln Financial Group January 2007 - November 2008
Education
Guilford College 2011 — 2015
Northeast Guilford High School 2002 — 2006
Wells Fargo December 2013 - Present
Lincoln Financial Group December 2012 - April 2013
PNC January 2012 - November 2012
PNC December 2010 - January 2012
PNC August 2004 - December 2010
Finish Line August 2001 - August 2004
Skills
Banking, Customer Service, Compensation & Benefit, Management, Sales, Training, Auditing, Home Equity Loans, Car Loans, Sporting Goods Industry, Youth Ministry, Coaching, Long Distance Running, Building Relationships
Education
Grace College and Seminary 2000 — 2001
Youth Ministry/Secondary Education
Unum August 2013 - Present
BodyWisdom 2011 - Present
BodyWisdom 2011 - Present
BodyWisdom 2011 - Present
Self Emplyed March 2009 - August 2011
Lincoln Financial Group September 2007 - March 2009
Skills
Customer Service, Event Planning, Marketing, Event Management
Education
Guilford College
Bachelor of Science (B.S.), Business Management
Lincoln Financial Group November 2010 - Present
Genworth Financial July 2006 - April 2010
Regence BlueShield of Washington August 2005 - July 2006
Skills
Consulting, Strategic Planning, Business Strategy, Marketing Strategy, Strategic Communications, Insight Generation, Business Insights, Category Insights, Customer Insight, Consumer Insight, Market Research, Customer Experience, Customer Engagement, Marketing, Marketing Management, Marketing Communications, Strategic Brand..., Process Improvement, Process Management, Practice Management, Program Management, Financial Services, Life Insurance, Health Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Product Development, Product Marketing, Business Intelligence, Business Planning, Individual Health..., Change Management, Team Management
Education
Gonzaga University 2006 — 2008
Master's degree, Organizational Leadership
Rutgers University 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Lincoln Financial Group April 2006 - Present
Lincoln Financial Group February 1999 - April 2006
Lincoln Financial Group August 1996 - February 1999
Norwest Corporation 1992 - 1996
Skills
Investments, Accounting, Statutory Accounting, Internal Audit, Banking, Cost Accounting
Education
Indiana University-Purdue University at Fort Wayne 1988 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hanover College 1973 — 1977
Bachelor of Arts (BA), Business Administration and Management, General
Aiken County Public School District August 2010 - Present
Lincoln Financial Group October 2005 - February 2010
Jefferson Pilot Financial December 2002 - October 2005
Education
Guilford College 2003 — 2007
Bachelor of Arts (BA), Business Management and Human Resources Law and Management
Pass Christian High School