Lincoln Financial Group

Industry: Insurance company

Description

Lincoln 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
John Morabito John Morabito Philadelphia, Pennsylvania Details
John Morabito's Lincoln Financial Group Experience May 2012 - August 2012
Job Associate at Santucci Associates
Industry Food & Beverages
Experience
Santucci Associates   June 2014 - Present
Food Export USA- Northeast  June 2013 - October 2013
Lincoln Financial Group   May 2012 - August 2012

Skills
Food Marketing, Food & Beverage, Advertising, Promotions, Sales, Customer Service, Social Media Marketing, Supply Chain Management

Education
Saint Joseph's University   2010 — 2014
Food Marketing, Minor in Advertising and Promotions

Todd Birk, PHR Todd Birk, PHR Omaha, Nebraska Details
Todd Birk, PHR's Lincoln Financial Group Experience January 2011 - July 2011
Job Director, Human Resources at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  May 2015 - Present
TD Ameritrade  March 2013 - May 2015
TD Ameritrade  July 2011 - March 2013
Lincoln Financial Group   January 2011 - July 2011
TD Ameritrade  July 2004 - January 2011
Citigroup  December 2002 - July 2004
NCS Pearson  July 2002 - October 2002
CGI  July 2000 - May 2002
MEDITECH  January 1999 - July 2000
Camp Nashoba   1994 - 1998

Skills
Talent Acquisition, Onboarding, Employee Relations, Employee Engagement, Management Development, Workforce Planning, Organizational..., Organizational Design, Project Management, Talent Management, Applicant Tracking..., College Recruiting, Training, Personnel Management, Human Resources, Recruiting, Program Management, Management, Succession Planning, Hiring, Employee Benefits, PeopleSoft, Performance Management, Interviews, Deferred Compensation, HR Policies, Benefits Administration, Temporary Placement, Leadership, Strategy, Contract Recruitment, Screening, Leadership Development, Employment Law, Policy, HRIS

Education
St. John's University   1993 — 1997
BA, Communication

Apollo

HR Leadership Academy

Tanya Manse Tanya Manse Greater St. Louis Area Details
Tanya Manse's Lincoln Financial Group Experience February 2005 - Present
Job Sales Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   February 2005 - Present
Unum  November 2003 - January 2005
The Standard  February 1997 - March 2003

Education
Saint Louis University
Bachelor of Arts (B.A.), English Language and Literature/Letters

Rachel Bednarczyk, CPA Rachel Bednarczyk, CPA Greater Philadelphia Area Details
Rachel Bednarczyk, CPA's Lincoln Financial Group Experience May 2006 - August 2006
Job Accounting Manager at Lutheran Social Ministries of New Jersey
Industry Accounting
Experience
Lutheran Social Ministries of New Jersey  August 2011 - Present
ParenteBeard LLC  July 2007 - August 2011
Lincoln Financial Group   May 2006 - August 2006

Skills
GAAP, Accounting, Financial Reporting, Auditing, Financial Statements, US GAAP, General Ledger, Financial Accounting, Financial Analysis, Non-profits, Account Reconciliation, CPA, Microsoft Excel, Finance

Education
Rowan University   2003 — 2007
Bachelor of Science, Accounting

Edward McCaffrey Edward McCaffrey Fair Lawn, New Jersey Details
Edward McCaffrey's Lincoln Financial Group Experience May 2014 - Present
Job Financial Analyst Intern at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   May 2014 - Present
The Ridgewood Country Club  May 2010 - August 2014

Skills
Economics, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Excel, Customer Service, Time Management, Public Speaking, Teamwork, Research, Marketing, Social Media, Leadership, Microsoft Word, PowerPoint

Education
Rutgers University-New Brunswick   2011 — 2015
Bachelor of Arts (B.A.), Economics

Don Bosco Preparatory High School   2007 — 2011

Haoran Zheng Haoran Zheng San Francisco, California Details
Haoran Zheng's Lincoln Financial Group Experience May 2009 - September 2009
Job Assistant Vice President at Bank of the West
Industry Banking
Experience
Bank of the West (BNP Paribas - USA)   September 2014 - Present
Laureate Education  February 2014 - August 2014
Laureate Education  September 2012 - February 2014
Thunderbird School of Global Management  May 2011 - May 2012
Canaccord Genuity Inc.  May 2011 - September 2011
Lincoln Financial Group   May 2009 - September 2009
Polygrace Group   2006 - 2008

Skills
Equity Capital Markets, Business Valuation, Cross-functional Team..., Investment Banking, Mandarin, Transaction Services, Financial Reporting, Team Leadership, Bloomberg, Communication, Corporate Finance, Analysis, Financial Modeling, Financial Analysis, Strategic Planning, Valuation, Strategy, Entrepreneurship, Private Equity, Transaction Processing, Emerging Markets, Leadership, Corporate FP&A, Mergers & Acquisitions

Education
Thunderbird School of Global Management   2011 — 2012
MBA in Finance, Corporate Finance, Capital Markets

Rowan University   2010 — 2011
Master's degree, Finance, GPA 4.0, graduated as first class Honor

CFA Institute   2009 — 2010
CFA level 2 Candidate

Zhengzhou University   2002 — 2006
BS, Computer Information System

Alyce Callison Alyce Callison Greater Philadelphia Area Details
Alyce Callison's Lincoln Financial Group Experience 2010 - 2011
Job Digital Communications Manager at Teva Pharmaceuticals
Industry Writing and Editing
Experience
Teva Pharmaceuticals  April 2013 - Present
The Wistar Institute  2011 - 2013
Lincoln Financial Group   2010 - 2011
JK Associates, Inc.   2004 - 2010
The Franklin Institute Science Museum  2000 - 2004
The Philadelphia Zoo  1998 - 1999
Nature Publishing Group  1997 - 1998

Skills
Internal & External..., Marketing Communications, Content Development and..., Website Development and..., Writing, Publications, Social Media, Social Networking, HTML, Drupal, SEO, Internet Research, Creative Writing, Blogging, Editing, Proofreading, Research, Copywriting, Public Relations, Vendor Relations, Microsoft Office, Photoshop, Adobe Acrobat, Twitter, Facebook, Public Speaking, Non-profits, Newsletters, Library Research, Problem Solving, Publishing, Web Strategy, Web Content, Copy Editing, Media Relations, Nonprofits, Communication, Project Management, Internal Communications, Brochures, Strategic Communications, Press Releases, Feature Articles, Content Strategy, Photography, WordPress, Awesomeness, Corporate Communications

Education
Rutgers University-New Brunswick   1993 — 1997
BA, English, Communication

Univerity of Sussex, UK   1996 — 1996

Karine Blanc Karine Blanc Greensboro/Winston-Salem, North Carolina Area Details
Karine Blanc's Lincoln Financial Group Experience July 2014 - Present
Job Analyst, Portfolio Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   July 2014 - Present
Fidelity Investments  February 2013 - July 2014
Morgan Stanley  June 2012 - August 2012
Prudential Financial  April 2010 - May 2012
Pearson North America  June 2009 - August 2009

Skills
Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Financial Modeling, Strategic Financial..., Financial Reporting, Access, Insurance

Education
Rutgers University   2008 — 2012
BA, Economics & Political Science

Jackson Memorial   2004 — 2008
High School

Andrew Webster Andrew Webster Chicago, Illinois Details
Andrew Webster's Lincoln Financial Group Experience May 2008 - August 2008
Job Programmatic Specialist Midwest and West Regions
Industry Marketing and Advertising
Experience
Integral Ad Science  August 2014 - Present
Rubicon Project  November 2013 - July 2014
PulsePoint  2011 - November 2013
Advent Capital Management  2010 - 2011
FGI Risk Services  2009 - 2010
Lincoln Financial Group   May 2008 - August 2008
Merrill Lynch  March 2008 - May 2008
First Financial Group  March 2007 - July 2007

Education
Saint Joseph's University - Erivan K. Haub School of Business   2005 — 2009
Bachelors, Finance / Economics

Rose Spatz Rose Spatz Greater Philadelphia Area Details
Rose Spatz's Lincoln Financial Group Experience July 2014 - Present
Job LFD Marketing Associate at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   July 2014 - Present
Lincoln Financial Group   July 2013 - July 2014
Johnson & Johnson  January 2012 - August 2012
Wal-Mart Headquarters   September 2010 - December 2010

Education
Saint Joseph's University   2009 — 2013

Saint Joseph's University   2009 — 2013
Bachelor of Science, Business Administration; Marketing

Alex Dole Alex Dole Greater Philadelphia Area Details
Alex Dole's Lincoln Financial Group Experience June 2010 - May 2011
Job Senior Director, Application Analytics at Comcast
Industry Telecommunications
Experience
Comcast  August 2015 - Present
Devereux  June 2015 - Present
Comcast  March 2015 - August 2015
Comcast  March 2013 - February 2015
Comcast  May 2011 - February 2013
Lincoln Financial Group   June 2010 - May 2011
Lincoln Financial Group   June 2008 - June 2010
Lincoln Financial Group   August 2007 - May 2008
Lincoln Financial Group   August 2006 - August 2007
Lincoln Financial Group   August 2005 - August 2006

Education
Saint Joseph's University - Erivan K. Haub School of Business   2013 — 2015
Master of Science (M.S.), Business Intelligence & Analytics

University of Pennsylvania   2008 — 2013
Master of Science (M.S.), Organizational Dynamics - Leadership and Management

The Johns Hopkins University   2001 — 2005
Bachelors, Psychology and Business

Landon School

Kevin O'Fee Kevin O'Fee Marco Island, Florida Details
Kevin O'Fee's Lincoln Financial Group Experience March 2007 - July 2010
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  September 2014 - Present
Ignites   March 2014 - May 2014
Fidelity Investments  January 2012 - August 2013
USAA  August 2010 - July 2011
Lincoln Financial Group   March 2007 - July 2010
New York Life Investment Management  December 2001 - January 2007
UBS PaineWebber  December 1989 - December 2001
Merrill Lynch  January 1985 - December 1988
Standard & Poor's   January 1984 - January 1985
Merrill Lynch  August 1981 - 1984

Skills
Retirement, Strategy, Product Management, 401k, Wealth Management, Investments, Asset Allocation, Mutual Funds, Series 7, IRAs, Leadership, Finance, Asset Management

Education
Rutgers, The State University of New Jersey-Newark   1979 — 1981
MBA

Rutgers University-New Brunswick   1975 — 1979
BA, English

John B. Hitchcock John B. Hitchcock El Dorado Hills, California Details
John B. Hitchcock's Lincoln Financial Group Experience January 2011 - June 2014
Job Sales Vice President at Lion Street
Industry Insurance
Experience
Lion Street  January 2015 - Present
Lincoln Financial Group   January 2011 - June 2014
Crump Insurance Services  July 2004 - December 2010
Manu Life   1990 - 2000
Penn Mutual  1990 - 1998

Skills
Life Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Insurance, Sales, Long-term Care, Financial Services, Management, Retirement, Retirement Planning, Universal Life, Long Term Care Insurance, Series 6, Series 63, 401k, Indexed Annuities, Medical Underwriting, Underwriting, Leadership, Employee Benefits, Health Insurance

Education
Sacramento City College   1982 — 1984
Associate of Arts (AA), Criminal Justice/Police Science

Andrew Natalizio Andrew Natalizio Greater New York City Area Details
Andrew Natalizio's Lincoln Financial Group Experience July 2012 - August 2012
Job Sales Administrator & Sales Development Representative at MakerBot®
Industry Consumer Electronics
Experience
MakerBot®  January 2015 - Present
MakerBot®  January 2014 - December 2014
New York Mets  August 2013 - December 2013
Sports Image  February 2013 - May 2013
Lincoln Financial Group   July 2012 - August 2012
Mattingly Sports  September 2011 - December 2011
Washington Township Recreation Club   May 2006 - August 2011
Washington Township Summer Recreation   June 2008 - July 2010

Skills
PowerPoint, Microsoft Office, Blogging, Fundraising, Sports, Sports Marketing, Microsoft Word, Microsoft Excel, Analysis, Sales, Word, Statistics, Highly resourceful, Financial Analysis, Sports Media, New Media, Organization, Goal Oriented, Assertiveness, Determined to Succeed, Perseverant, ProVenue, CRM databases, Teamwork, Sports Management, Leadership

Education
Sacred Heart University   2009 — 2013
Bachelor of Science, Sport Management, Finance, Cumulative 3.70 GPA

Gary Callahan Gary Callahan Greater New York City Area Details
Gary Callahan's Lincoln Financial Group Experience July 2001 - June 2004
Job Vice President Sales
Industry Financial Services
Experience
Resource Real Estate  August 2014 - Present
Behringer Harvard  May 2013 - Present
Fidelity Investments  August 2012 - Present
Priority Capital Group/ Griffin Capital   October 2009 - April 2012
Transamerica  December 2007 - August 2009
AmREIT  July 2004 - November 2007
Lincoln Financial Group   July 2001 - June 2004
BNY Mellon  1993 - 2001

Skills
Series 7, Series 6, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 66, NJ Life Insurance ...

Education
Rutgers, The State University of New Jersey-New Brunswick   1984 — 1988
Bachelor of Arts (B.A.), Communication, General

Jason Dear Jason Dear Greater Philadelphia Area Details
Jason Dear's Lincoln Financial Group Experience September 2014 - December 2014
Job NJ District Treasurer at Circle K International, Business Undergraduate at Rowan University
Industry Accounting
Experience
Rowan University  August 2015 - Present
Circle K International  April 2015 - Present
Rowan University  August 2014 - August 2015
Volunteer Income Tax Assistance Program  February 2014 - April 2015
Lincoln Financial Group   September 2014 - December 2014
Rowan University  May 2014 - July 2014

Education
Rowan University   2013 — 2017
Bachelor of Science (B.S.), Accounting and Finance, Junior

Clearview Regional High School   2009 — 2013

Amie Stone Amie Stone Greater Philadelphia Area Details
Amie Stone's Lincoln Financial Group Experience December 2013 - Present
Job Internal Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Group   December 2013 - Present
BNY Mellon  March 2012 - Present
BNY Mellon  September 2008 - March 2013

Skills
Fixed Income, Investments, Portfolio Management, Financial Services, Client Relations Skills, Manage Client..., Sales Management, Revenue & Profit Growth, Expense Management, Teamwork, Team Building, Cross-functional Team..., Cross Selling, Meeting Planning, Business Meetings, Managing Meetings, Municipal Bonds, Negotiating Fees, Bond Markets, Bonds, Microsoft Office, Sales, Investment Management, Series 63, Corporate Actions, Capital Markets, FINRA, Financial Markets, Investment Advisory, Corporate Trust, Public Finance, CDO

Education
Rutgers University   2009 — 2013
Master of Business Administration (MBA), Accounting and Finance

William Paterson University of New Jersey   2004 — 2008
Bachelor's degree, Finance, General

Cindy Riche Cindy Riche Greater Philadelphia Area Details
Cindy Riche's Lincoln Financial Group Experience July 2011 - Present
Job Wholesale Expense Processor at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   July 2011 - Present
Maxwell Systems  June 2010 - July 2011
Bachem Bioscience Inc.   December 1987 - September 2010

Skills
Organizational..., Outstanding time..., Real Estate Investor, Account Management, Accounts Receivable, Time Management, Insurance, Forecasting, Strategic Planning, Management

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2004 — 2008
Bachelor's Degree, Finance, General, 3.4

Nina Dudhale Nina Dudhale Greater New York City Area Details
Nina Dudhale's Lincoln Financial Group Experience May 2009 - November 2009
Job MBA Candidate 2017, NYU Stern School of Business
Industry Marketing and Advertising
Experience
American Express  October 2013 - May 2015
Blueprint Media, LLC.   August 2012 - October 2013
New York Post  July 2012 - July 2012
New York Post  July 2011 - June 2012
Enterprise Rent-A-Car  June 2010 - August 2010
Lincoln Financial Group   May 2009 - November 2009
Weiner and McMahon Attorneys at Law   May 2008 - August 2008

Skills
Spanish, Sales, SPSS, HTML, Customer Service, PowerPoint, Microsoft Excel, Marketing, Microsoft Word, Social Media, Market Research, Advertising, Online Advertising, Marketing Strategy, Marketing Communications, Email Marketing, Project Management, Google Analytics, Editing, Outlook, DoubleClick, Microsoft Office, Facebook, Fundraising

Education
New York University - Leonard N. Stern School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

Rutgers, The State University of New Jersey-New Brunswick   2007 — 2011
Bachelor's degree, Marketing and Economics

Paul Masi Paul Masi Greater Philadelphia Area Details
Paul Masi's Lincoln Financial Group Experience June 2006 - December 2007
Job QA Analyst at Automotive Resources International, Inc.
Industry Automotive
Experience
Automotive Resources International  December 2007 - Present
Lincoln Financial Group   June 2006 - December 2007
Atlantic County Utilities Authority  2005 - 2005

Skills
Project Management, SDLC, Software Documentation, Testing, Business Analysis, Process Improvement, Software Development, Requirements Gathering, Business Process, Requirements Analysis, Project Delivery, Team Leadership, Databases, Ruby on Rails, SQL, Strategy, Scrum, CRM, Business Process..., Vendor Management, Data Analysis, Project Portfolio..., SharePoint, Change Management, Software Project..., Integration, IT Management, Resource Management, Relational Databases, IT Solutions, Strategic Planning, Global Application..., Web Development, Governance, Business Requirements, Agile Project Management, Enterprise Architecture, Project Planning, Business Intelligence, Quality Assurance, Microsoft SQL Server, Customer Satisfaction, Heroku, Git

Education
Rowan University   2002 — 2006
Bachelor of Science (B.S.), Management Information Systems, General

Kevin McNicholas Kevin McNicholas Greater New York City Area Details
Kevin McNicholas's Lincoln Financial Group Experience September 2008 - June 2009
Job Infantry Officer at US Army
Industry Financial Services
Experience
US Army  June 2015 - Present
US Army  November 2014 - June 2015
Financial Industry Regulatory Authority  June 2014 - November 2014
National Stock Exchange  March 2014 - June 2014
INTERPOL Washington  May 2012 - August 2012
College Works Painting  January 2011 - September 2011
Herz Co. Ltd.   June 2010 - August 2010
Lincoln Financial Group   September 2008 - June 2009
Origal LLP   June 2006 - April 2008

Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Marketing, Customer Service, Management, Analysis, Budgets, Sales, Recruiting, Leadership, Social Media, Social Networking, Event Planning, Fundraising, Time Management, Market Research, Retail, Data Analysis, Public Speaking, Research, Training, Team Leadership, Outlook, Teamwork, Regulatory Examinations, Securities Regulation

Education
Rutgers, The State University of New Jersey-New Brunswick   2009 — 2013
Bachelor of Arts - Magna Cum Laude, Economics, Political Science, Japanese, 3.8

Bergen County Academies   2005 — 2009
High School Diploma, Academy for Telecommunications and Computer Science

Sean Hutchinson Sean Hutchinson Greater Philadelphia Area Details
Sean Hutchinson's Lincoln Financial Group Experience August 2011 - November 2012
Job Marketing Senior Segment Lead at PNC
Industry Financial Services
Experience
PNC  November 2012 - Present
Lincoln Financial Group   August 2011 - November 2012
Lincoln Financial Group   June 2007 - August 2011
Liberty Mutual  August 2006 - May 2007
Venture Insurance   May 2005 - August 2006

Skills
Marketing Strategy, Advertising, Marketing Communications, Relationship Management, Financial Services, Marketing, Project Management, Cross-functional Team..., Corporate Communications, Insurance, Strategic Communications, Account Management, Online Advertising, Investments, Strategic Planning, Sales, Social Media, Market Planning, Segmentation, Public Relations, Strategy

Education
Saint Joseph's University - Erivan K. Haub School of Business   2009 — 2012
MBA, Marketing & Finance

Susquehanna University
BS, Marketing & Finance

Paul Patrizio Paul Patrizio Greater Philadelphia Area Details
Paul Patrizio's Lincoln Financial Group Experience May 2009 - September 2013
Job Personal Banker Bank of America
Industry Banking
Experience
Bank of America  September 2013 - Present
Lincoln Financial Group   May 2009 - September 2013
Mount Laurel Public School District   September 2007 - May 2009
The Mobile Solution  January 2004 - November 2006

Skills
Financial Planning, Financial Reporting, Investments, Financial Analysis, Portfolio Management, Insurance, Customer Service, Microsoft Excel, Microsoft Office, Sales, Financial Modeling, Retirement Planning, PowerPoint, Marketing, Banking, Microsoft Word, Public Speaking, Mutual Funds, Accounting, Finance, Strategic Financial..., Financial Services, Life Insurance, Wealth Management, 401k, Outlook, Asset Allocation, Fixed Annuities, Management, Strategy

Education
Rutgers University   2007 — 2010
Bachelor of Science

Burlington County College, Mt. Laurel   2004 — 2007
Associate of Science

Martin Koritko Martin Koritko Greater Philadelphia Area Details
Martin Koritko's Lincoln Financial Group Experience October 2013 - Present
Job AVP, Continuous Improvement at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   October 2013 - Present
Vanguard  September 2011 - October 2013
Vanguard  October 2008 - September 2011
Vanguard  May 2006 - October 2008
Vanguard  August 2005 - May 2006
Vanguard  August 2004 - August 2005
Vanguard  January 2003 - August 2004
Vanguard  June 1999 - January 2003

Skills
Series 6, Series 63, Agile Project Management, Six Sigma, Cross-functional Team..., Process Improvement, Financial Analysis, Strategic Planning, Financial Modeling, Program Management, Operations Management, Project Management, Data Analysis, Mutual Funds, Business Strategy, Leadership, Business Analysis, Risk Management, Investments, Corporate Finance, Operational Excellence, Equities, Valuation, Portfolio Management, Management Consulting, Strategy, Business Process..., Business Development, Start-ups, Budgets, Finance, Integration, Management, Strategic Financial..., Financial Services, SDLC, Analysis

Education
Villanova University   2014 — 2014
Lean Six Sigma Black Belt

University of Virginia - Darden Graduate School of Business Administration   2011 — 2013
Master of Business Administration (M.B.A.)

Saint Joseph's University   1994 — 1999
Bachelor of Science (B.S.), Finance, 3.92

Anthony Slattum Anthony Slattum Greater Boston Area Details
Anthony Slattum's Lincoln Financial Group Experience January 2005 - March 2011
Job Customer Service Manager at Sirtex Medical Limited
Industry Medical Devices
Experience
Sirtex Medical Limited  July 2012 - Present
GL Advisor  March 2011 - May 2012
Lincoln Financial Group   January 2005 - March 2011
Fidelity Investments  July 2000 - January 2005

Skills
Wealth Management, Data Analysis, Customer Service, Sales, Business Analysis, Risk Management, Marketing Communications, Salesforce.com, Microsoft Office, Team Leadership, Change Management, Leadership, Analysis, Strategic Planning, Management, Insurance, Coaching, Marketing, Relationship Management, Budget Process, Customer Experience, Customer Retention, Operations Management, CRM, Financial Services, Vendor Management, Customer Satisfaction, Budgets, Call Centers, Teamwork, Process Improvement, Banking

Education
Southern NH University   2005 — 2011
Master of Business Administration (MBA), Global MBA

Saint Anselm College   1996 — 2000
Bachelor's degree, Biology, General

Veronica Ferrante (Simon Lorenzo) Veronica Ferrante (Simon Lorenzo) Greater Philadelphia Area Details
Veronica Ferrante (Simon Lorenzo)'s Lincoln Financial Group Experience September 2012 - July 2013
Job Manager of Global Compensation & Benefits at Trinseo
Industry Human Resources
Experience
Trinseo  July 2013 - Present
Lincoln Financial Group   September 2012 - July 2013
Mercer  March 2007 - September 2012
Mercer  March 2006 - March 2007
Mercer  March 2003 - March 2006
Alcatel  2002 - 2003

Skills
Customer Relations, Compensation, Data Analysis, Administration, Job Evaluation, Job Description..., Job Analysis, Competitive Analysis, Process Improvement, Global Job Leveling

Education
Saint Joseph's University   2009 — 2012
MBA, Marketing & Management

Universidad Catolica Andres Bello   1997 — 2003
Bachelor of Industrial Relations, Compensation & Benefits

Pat Monaghan Pat Monaghan Dallas/Fort Worth Area Details
Pat Monaghan's Lincoln Financial Group Experience April 2012 - Present
Job Regional Marketing Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   April 2012 - Present
Lincoln Financial Group   May 2011 - April 2012
Lincoln Financial Group   October 2010 - June 2011
Merrill Lynch Financial and Advisory Services   December 2008 - July 2010

Skills
Series 6, Retirement, Wealth Management, Fixed Annuities, Variable Annuities, Long-term Care, Financial Advisory, Finance, Risk Management, Retirement Planning, Mutual Funds, Series 63, FINRA, 401k, Life Insurance

Education
Saint Joseph's University
Bachelor of Science, Business Administration; Finance

Pete Safran Pete Safran Greater Philadelphia Area Details
Pete Safran's Lincoln Financial Group Experience March 2013 - Present
Job Director of Multimedia & Video at Lincoln Financial Group
Industry Media Production
Experience
Lincoln Financial Group   March 2013 - Present
SAI Global  2000 - March 2013
Oglethorpe Power Corporation  1993 - 2000
Ortho-McNeil Pharmaceutical  1990 - 1992

Skills
Editing, Project Management, Producing, Directing, Translation, Writing, Creative Writing, Instructional Design, Training, Multimedia, E-Learning, Photography, Video Editing, Video Compression, Journalism, Film Production, Customer Service, Product Development, Compliance Training, Program Management, Management, Leadership, Video Production, Streaming Media, Screenwriting, Television, Marketing, Broadcast, Voice Over, Video, Film

Education
Rutgers University   1985 — 1989

Adam Poedubicky Adam Poedubicky Greater New York City Area Details
Adam Poedubicky's Lincoln Financial Group Experience August 2010 - January 2011
Job Senior Accountant at NRG Energy
Industry Management Consulting
Experience
NRG Energy  March 2014 - Present
NRG Energy  March 2013 - March 2014
UnitedHealth Group  September 2012 - March 2013
Accenture  2011 - 2012
Lincoln Financial Group   August 2010 - January 2011
NRG Energy  June 2010 - August 2010

Skills
SAP Implementation, Internal Controls, Data Mining, Process Flow..., Project Forecasting, Microsoft Access, Microsoft Excel, Microsoft SQL Server

Education
Rowan University   2007 — 2011
Bachelor of Applied Science (BASc), Accounting and Finance

Charlie Brawley Charlie Brawley Greater Philadelphia Area Details
Charlie Brawley's Lincoln Financial Group Experience August 2004 - Present
Job SVP, Associate General Counsel and Secretary, Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group   August 2004 - Present
Lincoln Financial Group   January 2010 - May 2010
PMA Capital Corporation  1999 - 2004
CIGNA CORPORATION  January 1996 - January 1999
UJB FINANCIAL CORP   January 1995 - January 1996
SCHNADER, HARRISON, SEGAL & LEWIS   January 1989 - January 1995

Skills
Securities Law, Securities, Compliance, Mergers, SEC reporting, Corporate Governance, SEC filings, Insurance, Securities Regulation, Corporate Law, Due Diligence, Mergers & Acquisitions, Joint Ventures, Legal Compliance, Budgets, Capital Markets, Litigation, Legal Research, Financial Services, Executive Management, Legal Writing, Corporate Finance, Governance, Commercial Litigation, Employment Law, Licensing, Finance, Employee Benefits, Executive Pay, Leadership, Privacy Law

Education
University of Pennsylvania Law School   1986 — 1989
J.D., Law

Saint Joseph's University   1982 — 1986
AB, Economics

Kelvin Veras Kelvin Veras Greater New York City Area Details
Kelvin Veras's Lincoln Financial Group Experience June 2014 - August 2014
Job Student at Rutgers Business School
Industry Financial Services
Experience
Bottega Veneta  September 2014 - December 2014
Lincoln Financial Group   June 2014 - August 2014

Skills
Foreign Languages, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Sales, Social Media, Event Planning, Finance, Research, Facebook, Leadership, Customer Service, Teamwork, Social Networking

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2013 — 2015
Bachelor's Degree, Finance

Royce Scrivano Royce Scrivano Doylestown, Pennsylvania Details
Royce Scrivano's Lincoln Financial Group Experience May 2014 - Present
Job Financial Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   May 2014 - Present
Lincoln Financial Group   July 2013 - May 2014
Lincoln Financial Group   July 2012 - July 2013

Skills
Investments, Programming, Financial Analysis, Data Analysis, Valuation, Financial Modeling, VBA, Analysis, Corporate Finance, Asset Allocation, Insurance, Risk Management, Investment Strategies, Mutual Funds, Alternative Investments, Bloomberg, Finance, Fixed Income, Business Analysis

Education
Saint Joseph's University   2008 — 2012
Bachelor of Science (BS), Actuarial Science

Anastasio Bryant Anastasio Bryant Camden, New Jersey Details
Anastasio Bryant's Lincoln Financial Group Experience August 2011 - January 2012
Job Student at Rowan University
Industry
Experience
Lincoln Financial Group   August 2011 - January 2012

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Internet, Web Design

Education
Rowan University   2012 — 2016

Ana Maria Gonzalez Wood, JD*, CFP®, CLU®, CHFC® Ana Maria Gonzalez Wood, JD*, CFP®, CLU®, CHFC® Houston, Texas Area Details
Ana Maria Gonzalez Wood, JD*, CFP®, CLU®, CHFC®'s Lincoln Financial Group Experience November 2012 - May 2015
Job Pinnacle Insurance and Financial Services, LLC
Industry Financial Services
Experience
Pinnacle Insurance & Financial Services, LLC.   May 2015 - Present
AMGWealth Planning Solutions   December 2012 - Present
Workplace Benefit Providers   June 2012 - Present
Lincoln Financial Group   November 2012 - May 2015
Prudential Financial  February 1994 - December 2012
Fulbright & Jaworski  1991 - 1994
KPMG US  August 1986 - August 1988

Skills
Estate Planning, Financial Planning, Retirement Planning, Disability Insurance, Risk Management, Wealth Management, Financial Services, Insurance, High Net Worth..., Strategic Planning, Employee Benefits

Education
University of Pennsylvania Law School   1988 — 1991
JD, Cum Laude

Saint Mary's College   1982 — 1986
Bachelor of Business Administration (BBA), Accounting and Finance, Summa Cum Laude

The American College   1996 — 1996
CLU®, CHFC®

Dario Derna Dario Derna San Francisco Bay Area Details
Dario Derna's Lincoln Financial Group Experience 2000 - 2001
Job Head of Online Marketing at Gusto (formerly ZenPayroll)
Industry Online Media
Experience
Gusto (formerly ZenPayroll)   July 2014 - Present
Kabbage, Inc  September 2012 - June 2014
Classmates.com  October 2008 - September 2012
Globalscholar.com  August 2007 - October 2008
Cole & Weber United  February 2005 - June 2007
AdventOnline   January 2004 - December 2004
Invedia   July 2002 - November 2004
Lincoln Financial Group   2000 - 2001

Skills
SEM, Digital Media, SEO, Online Marketing, Online Advertising, Media Buying, Digital Marketing, PPC, Customer Acquisition, Mobile Marketing, Web Analytics, Affiliate Marketing, Analytics, Omniture, Lead Generation, E-commerce, Strategic Partnerships, Display Advertising

Education
Rutgers, The State University of New Jersey-New Brunswick   1995 — 1999
BA, Communication

Rutgers University-New Brunswick
Bachelor's degree, Communication and Media Studies

Patrick M. Tiedeken Patrick M. Tiedeken United States Details
Patrick M. Tiedeken's Lincoln Financial Group Experience May 2015 - Present
Job Sales Rep Trainee at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group   May 2015 - Present
CobbleStone Systems Corp   October 2014 - May 2015
Parkeon  December 2013 - September 2014
Automotive Resources International  May 2013 - August 2013
ARI  May 2012 - August 2012
Worlco Computer Resources  December 2011 - August 2012
Wawa, Inc.   January 2010 - July 2012

Skills
Team Leadership, Microsoft Office, Innovation, Highly self-motivated, Management, Teamwork, Leadership, PowerPoint, Microsoft Excel, Team Building, Quality Assurance, Social Networking, Customer Service, Social Media, Microsoft Word, Inventory Management, Computer Hardware, Retail, Sales, Event Planning, Social Media Marketing

Education
Rutgers, The State University of New Jersey-Camden   2011 — 2015
Bachelor’s Degree, Marketing/Marketing Management, General, Graduated - Cum Laude 3.7 GPA

Audubon High School   2005 — 2011
High School Diploma

William H. Hazel III William H. Hazel III Longmont, Colorado Details
William H. Hazel III's Lincoln Financial Group Experience December 2002 - October 2009
Job Temporarily retired We had twins!!!!President at Peak to Peak Insurance Professionals
Industry Financial Services
Experience
Peak to Peak Insurance Professionals   July 2012 - Present
AXA Advisors  February 2011 - June 2012
Lincoln Financial Group   December 2002 - October 2009

Skills
Investment Advisory, Insurance, Fixed Annuities, Strategic Financial..., Financial Analysis, Series 7, Retirement, Wealth Management, IRAs, Life Insurance, Retirement Planning

Education
Rosemont College   1998 — 2002
Bachelor of Science, Business Management, 3.69

Ryan Reilly Ryan Reilly Baltimore, Maryland Area Details
Ryan Reilly's Lincoln Financial Group Experience January 2012 - December 2014
Job Lead Manager Plan Sponsor Experience Strategy Development at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price  January 2015 - Present
Lincoln Financial Group   January 2012 - December 2014
Lincoln Financial Advisors  August 2007 - December 2014
Lincoln Financial Group   August 2009 - January 2012
Lincoln Financial Group   August 2007 - August 2010
Lincoln Financial Group   August 2008 - August 2009
Lincoln Financial Group   August 2007 - August 2008
Verizon Wireless  September 2004 - July 2007
Lincoln Financial Advisors  May 2006 - August 2006
Polartec  May 2006 - May 2006

Skills
Series 7, Financial Modeling, Insurance, Life Insurance, Financial Services, Strategy, Leadership, Business Development, Analysis, Mergers & Acquisitions, Management, Competitive Analysis

Education
Rutgers University   2002 — 2007
Bachelor(s) of Science, Double Major: Business Management, Finance

Brad DeStefano Brad DeStefano Greater Philadelphia Area Details
Brad DeStefano's Lincoln Financial Group Experience June 2013 - August 2013
Job Risk Assurance at PwC
Industry Information Technology and Services
Experience
PricewaterhouseCoopers LLC  July 2014 - Present
Lincoln Financial Group   June 2013 - August 2013

Skills
Microsoft Office, SQL, JMP, Windows, Data Management, Microsoft Word, PowerPoint, Microsoft Excel, Access, Outlook, SharePoint, Visual Basic, Team Leadership, Data Analysis, Public Speaking, Databases, Management, Business Analysis, Business Intelligence, Analysis

Education
Saint Joseph's University   2010 — 2014
Bachelor of Science (BS), Business Intelligence and Management

Gabrielle Lakernick Gabrielle Lakernick Cherry Hill, New Jersey Details
Gabrielle Lakernick's Lincoln Financial Group Experience May 2013 - December 2014
Job Finance Assistant at Remington & Vernick Engineers
Industry Accounting
Experience
Remington & Vernick Engineers  May 2015 - Present
Remington & Vernick Engineers  October 2011 - Present
Lincoln Financial Group   May 2013 - December 2014

Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Analysis, Financial Analysis, Outlook, Microsoft Word, Accounts Payable, eMoney

Education
Rutgers, The State University of New Jersey-Camden   2010 — 2015

Marc Infante Marc Infante Greater New York City Area Details
Marc Infante's Lincoln Financial Group Experience September 2013 - December 2013
Job Business Solutions Analyst at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation  July 2014 - Present
Lincoln Financial Group   September 2013 - December 2013
U.S. Department of Commerce   June 2013 - August 2013
NJ Books  January 2013 - May 2013
Whole Foods Market  October 2011 - November 2012
The Home Depot  March 2010 - September 2010

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Public Speaking, Social Media, Customer Service, Teamwork, English, Economics, Photoshop, Data Analysis, Event Planning, SPSS, Program Management, Advertising, Analysis

Education
Rutgers, The State University of New Jersey-New Brunswick   2009 — 2014
Bachelor of Arts (BA), Economics/Political Science, GPA: 3.2/4.0

Rasal Uddin Rasal Uddin West Berlin, New Jersey Details
Rasal Uddin's Lincoln Financial Group Experience January 2013 - May 2013
Job Staff Accountant at PHH Corporation
Industry Accounting
Experience
PHH Corporation  December 2014 - Present
Solco Healthcare US   August 2013 - December 2014
TD  May 2012 - June 2013
Lincoln Financial Group   January 2013 - May 2013
American Water  January 2012 - November 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Outlook, Financial Analysis, Accounting, Auditing

Education
Rutgers University   2009 — 2013
Bachelor of Science, Accounting & Finance

Heather Hefferon Heather Hefferon Stratford, Connecticut Details
Heather Hefferon's Lincoln Financial Group Experience December 2013 - Present
Job Administrative Representative at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   December 2013 - Present
Hefferon Insurance Inc.   October 2013 - Present
Citi  February 1997 - September 2012

Skills
Research, Budgets, Investments, Asset Allocation, Health Insurance, Life Insurance, Sales, Risk Management

Education
Sacred Heart University   1997 — 1998
Bachelor's degree, Marketing

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

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

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

Saint Joseph's University   2003 — 2007
Psychology, Business

University of London   2005 — 2005

Deana Dwyer Deana Dwyer Philadelphia, Pennsylvania Details
Deana Dwyer's Lincoln Financial Group Experience January 2011 - April 2012
Job EA Institutional Accounts at Brandywine Global
Industry Financial Services
Experience
Brandywine Global  April 2012 - Present
Lincoln Financial Group   January 2011 - April 2012
Credit Suisse  January 2001 - December 2010
Smith Barney  1994 - 2000

Education
Rowan University   1990 — 1994
BA, economics

Todd Erkis Todd Erkis Greater Philadelphia Area Details
Todd Erkis's Lincoln Financial Group Experience 2003 - 2007
Job Visiting Professor at St. Joseph's University
Industry Insurance
Experience
St. Joseph's University   August 2013 - Present
Towers Watson  September 2007 - January 2014
Lincoln Financial Group   2003 - 2007

Skills
Risk Management, Life Insurance, Actuarial Science, Analysis, Insurance, Fixed Annuities, Finance, ALM, Reinsurance, Mergers & Acquisitions, Management, Valuation

Education
University of Pennsylvania - The Wharton School   1982 — 1986

Saint Joseph's University

Saint Joseph's University

Cindy King Cindy King Greater Philadelphia Area Details
Cindy King's Lincoln Financial Group Experience January 2008 - August 2009
Job
Industry Financial Services
Experience
Towers Watson  September 1996 - Present
Lincoln Financial Group   January 2008 - August 2009
Kwasha Lipton  1992 - 1996

Skills
Actuarial Science, Pensions, Retirement, 401k, Defined Benefit, Executive Pay, Employee Benefits, 403 b, Defined Contribution, ERISA, Retirement Plan..., Insurance, Retirement Planning, Fixed Annuities, Human Resources, Investments, Deferred Compensation, Life Insurance, Mutual Funds, Asset Allocation, Utility Industry, Biopharmaceuticals, Financial Services

Education
Rutgers University   2009 — 2013
MBA, Finance, Summa Cum Laude

The College of New Jersey   1988 — 1992
BA, Mathematics/Statistics

Lisa Sands Lisa Sands Middletown, New Jersey Details
Lisa Sands's Lincoln Financial Group Experience July 2015 - Present
Job Senior Consultant, Case Management at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group   July 2015 - Present
Explain My Benefits Inc   September 2013 - June 2015
Wells Fargo  February 2002 - June 2013
Vista Healthplan, Inc   1996 - 2002

Skills
Health Insurance, Employee Benefits, Insurance, Disability Insurance, Medicare, Benefits Administration, Life Insurance, Managed Care, Account Management, Health Savings Accounts, Strategic Planning, New Business Development, Term Life Insurance, Claim, Brokers, COBRA, Fixed Annuities

Education
Rutgers University-New Brunswick   1981 — 1985
Bachelor's degree, Organizational Communication, General

Rutgers, The State University of New Jersey-New Brunswick   1981 — 1985
Bachelor of Science (BS), Organizational Communication, General

Jeannie Ann Ramos Jeannie Ann Ramos Greater Philadelphia Area Details
Jeannie Ann Ramos's Lincoln Financial Group Experience September 2012 - Present
Job 401(k) Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   September 2012 - Present
ADP  September 2010 - September 2012
ING Financial Services  2005 - 2010

Skills
Salesforce.com, 401k, Sales Operations, Benefits Administration, Marketing Strategy, Payroll, Employee Benefits, Relationship Management, Financial Services, Series 63, Series 6, Retirement, Cold Calling, Life Insurance, Retirement Planning

Education
Sacred Heart University   2001 — 2005
Bachelor, Business Management

Sacred Heart University   2001 — 2005
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Tom Fithian Tom Fithian Greater Philadelphia Area Details
Tom Fithian's Lincoln Financial Group Experience October 1998 - October 2005
Job Director at Saint Joseph's University
Industry Higher Education
Experience
Saint Joseph's University  July 2013 - Present
Saint Joseph's University  February 2012 - July 2013
SunAmerica Financial Group  November 2005 - January 2012
Lincoln Financial Group   October 1998 - October 2005

Skills
Retirement, Investments, Mutual Funds, Sales, Business Relationship..., Sponsorship, Professional Network, Series 63, Sales Management, Relationship Management, New Business Development, Social Media Marketing, Event Planning, Business Planning, Sales Presentations, Strategy, Fundraising, Marketing Communications, Wholesale, Alternative Investments, Financial Services, Fixed Annuities, Community Outreach, Educational Outreach, Retirement Planning, Social Media

Education
Saint Joseph's University - Erivan K. Haub School of Business   2002 — 2007
MBA

Saint Joseph's University   1994 — 1998
BS

LaSalle College High School   1990 — 1994

Andrea Martz Andrea Martz Greater Philadelphia Area Details
Andrea Martz's Lincoln Financial Group Experience April 2015 - Present
Job Content Managment Specialist at Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Group   April 2015 - Present

Skills
Creative Writer, Editing, Web Content Management, Email Marketing, Content Management, Web Development, HTML

Education
Rutgers, The State University of New Jersey-New Brunswick   2001 — 2005
Bachelor of Arts, Journalism

Rutgers, The State University of New Jersey-New Brunswick   2001 — 2005
Bachelor of Arts, English

James D. Brix James D. Brix Greater New York City Area Details
James D. Brix's Lincoln Financial Group Experience 2005 - Present
Job Certified Bank On Yourself Advisor
Industry Investment Management
Experience
Lafayette Life Insurance Company  2008 - Present
Allianz Life  October 1987 - Present
Lincoln Financial Group   2005 - Present
Genworth Financial  2009 - Present
Penn Plaza Brokerage, Ltd.   2008 - 2011
Midland National Life  1979 - 2009
1st Mariner Bank  2006 - 2008
Penn Plaza Brokerage, Inc.   1996 - 2008
Creative Choices, Inc.   September 1981 - May 2005
General Fludics, Paterson, NJ   April 1969 - July 1975

Skills
Electronics, Program Management, Integration, Engineering, Windows, Sales&Marketing, Problem Solving, New Business Development, Team Leadership, Project Management, Tenacious, Weddings, Testing, Event Management, Woodworking, Sales Management, Hardware, Superior Work Ethic, Start-ups, Coaching, Leadership, Team Building, Life Insurance, Training, Insurance, Strategic Planning, Management, Fixed Annuities, Retirement Planning, Employee Benefits, Business Development, Estate Planning, Wealth, Risk Management, Mutual Funds, Retirement, Sales, Strategic Financial..., Investments, Process Improvement, Public Speaking, Long-term Care, Social Networking, Time Management, IRAs, Financial Services, 401k, Business Strategy, Business Planning, Leadership Development

Education
South Dakota State University   1962 — 1967
BSEE, Electrical Engineering, BSEE

Rutgers, The State University of New Jersey-Newark   1973 — 1975
35 hours toward MBA, Business and Finance

University of Minnesota-Twin Cities   1965 — 1966
None, Business

Washington Senior High School - Sioux Falls, SD   1959 — 1962
FREEDOM!, Science and Mathematics, Graduated 3.25 GPA

Mark Ohnsted Mark Ohnsted Greater Chicago Area Details
Mark Ohnsted's Lincoln Financial Group Experience August 2002 - June 2007
Job Principal at Findley Davies, Inc.
Industry Human Resources
Experience
Findley Davies, Inc.   December 2009 - Present
AllPlans Consulting   April 2009 - December 2009
SMART Business Advisory and Consulting  June 2007 - April 2009
Lincoln Financial Group   August 2002 - June 2007
PricewaterhouseCoopers  1999 - 2002
PwC  1992 - 1999
Wyatt Company  1984 - 1992

Skills
Pensions, Defined Benefit, Retirement, Actuarial Science, Employee Benefits, ERISA, Pension Funds, Insurance, Defined Contribution, Mergers & Acquisitions, Deferred Compensation, Human Resources, Outsourcing, Pension Administration, Retirement Plan..., 401k, Actuarial Consulting, Investments

Education
Saint John's University   1980 — 1984
BS, Mathematics

Trish Kerley Trish Kerley Hartford, Connecticut Area Details
Trish Kerley's Lincoln Financial Group Experience November 2011 - Present
Job AVP Head of Life Solutions CI at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group   November 2011 - Present
Lincoln Financial Group   January 2008 - November 2011
Lincoln Financial Group   October 2002 - December 2007
ING Group  March 2001 - June 2002
ING Group  June 1998 - March 2001

Skills
Financial Services, Competitive Analysis, Analysis, Market Research, Competitive Intelligence, Business Analysis, Marketing Research, Data Analysis, Leadership, Strategic Planning, Strategy, Training, Marketing Strategy, Product Marketing, Sales, Business Intelligence, Series 6, Investments, Market Analysis, Business Strategy, Process Improvement, CRM, Business Planning, Product Management, Cross-functional Team..., Risk Management, Financial Modeling, Financial Analysis

Education
University of Hartford   2004 — 2007
BS Business Admin. (credits towards degree)

Rowan College at Gloucester County   1989 — 1991
AS, Arts & Sciences

Jaclyn Senior Brown Jaclyn Senior Brown Greater Philadelphia Area Details
Jaclyn Senior Brown's Lincoln Financial Group Experience April 2014 - Present
Job Senior Consultant, Strategic Planning at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   April 2014 - Present
Lincoln Financial Group   September 2008 - April 2014
Lincoln Financial Group   September 2007 - August 2008
Lincoln Financial Group   September 2006 - August 2007
Lincoln Financial Group   August 2005 - August 2006

Skills
Finance, Financial Analysis, Analysis, Corporate Finance, Financial Modeling, Leadership, Financial Services, Management, Essbase, Strategic Planning, Strategic Financial..., Process Improvement, Investments, Risk Management

Education
Securities Industry Institute   2014 — 2016

Temple University   2009 — 2012
MBA, Corporate Finance & Human Resource Management

Saint Joseph's University   2001 — 2005
Bachelor of Science, Finance

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

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

Education
Wake Forest University
BA, Communication, Concentration in Business

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

Christopher Csicsko Christopher Csicsko Fort Wayne, Indiana Area Details
Christopher Csicsko's Lincoln Financial Group Experience August 2014 - September 2015
Job Experienced Business and Data Analyst, Software Professional, and IT Liaison, seeking new opportunities
Industry Financial Services
Experience
Lincoln Financial Group   August 2014 - September 2015
Transworks  March 2013 - July 2014
Transworks  March 2009 - March 2013
Transworks  January 2005 - February 2009

Skills
Business Analysis, SQL, Databases, Process Improvement, Database Design, Requirements Analysis, Project Management, Microsoft SQL Server, Quality Assurance, Business Objects, Java, C, Integration, Data Analysis, Requirements Gathering, Data Modeling, Systems Analysis, Test Planning, Test Cases, Reporting & Analysis, JavaScript, BO Web Intelligence, Web Interface Design, Options Strategies, Futures, Financial Risk..., Equity Derivatives, Financial Regulation

Education
Rose-Hulman Institute of Technology   2000 — 2004
B.S., Computer Science

Edward Klos Edward Klos Greater Philadelphia Area Details
Edward Klos's Lincoln Financial Group Experience April 2007 - June 2009
Job Contract Specialist Clothing & Textile Supply Chain, Defense Logistics Agency, Defense Logistics Center Philadelphia
Industry Financial Services
Experience
Federal Gov't / Naval Depot / Defense Logistics Agency   February 2010 - Present
Lincoln Financial Group   April 2007 - June 2009
Delaware Investments  December 2004 - March 2007
Delaware Investments  March 1998 - November 2004
PNC Advisors  July 1996 - February 1998
PNC Advisors  January 1995 - June 1996
PNC Advisors  December 1988 - December 1994

Education
Saint Joseph's University   1990 — 1996
Bachelor, Finance

Father Judge High School   1983 — 1987
Diploma, Business

Brian Boulet Brian Boulet Hartford, Connecticut Area Details
Brian Boulet's Lincoln Financial Group Experience August 2008 - August 2011
Job Associate Counsel at Voya Financial
Industry Insurance
Experience
Voya Financial  August 2015 - Present
Carmody Torrance Sandak & Hennessey LLP (formerly Carmody & Torrance LLP)   May 2013 - August 2015
State of Connecticut  January 2012 - April 2013
Aetna  May 2012 - August 2012
Lincoln Financial Group   August 2008 - August 2011
State Street  June 2007 - August 2007

Skills
Investments, Legal Writing, Portfolio Management, Mutual Funds, Financial Services, Insurance, Accounting, Analysis, Litigation, Securities, Legal Assistance, Legal Research, Research

Education
The University of Connecticut School of Law   2011 — 2014
Juris Doctor with Honors

Saint Joseph's University   2004 — 2008
BA, Economics, French

Mount Saint Charles Academy   2000 — 2004

Curt Lukenbill Curt Lukenbill Greensboro, North Carolina Details
Curt Lukenbill's Lincoln Financial Group Experience September 2014 - Present
Job AVP, Database Services Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   September 2014 - Present
Paychex  July 2007 - September 2014
Paychex  July 2000 - July 2007
Paychex  August 1997 - July 2000
Paychex  November 1995 - August 1997
Paychex  January 1995 - November 1995
Paychex  February 1993 - January 1995
The Edgewater Companies   April 1990 - February 1993
The Pyramid Companies  July 1989 - April 1990
GTE Products Corp   April 1984 - July 1989

Skills
Technical Leadership, ITIL v3 Foundations..., Oracle DBA through 11g, Oracle Certified DBA, Oracle Enterprise..., Oracle Exadata, Leadership Development, MS Project, Microsoft Excel, Database Security, Database Administration, Oracle, Database Design, Unix, Vendor Management, Relational Databases, High Availability, VMware, Department Budgeting, Team Building, Management, Virtualization, IT Strategy, Exadata, Databases, Microsoft SQL Server, Integration, IT Management, Disaster Recovery, System Administration, Talent Acquisition, IT Operations, Infrastructure, Leadership, Enterprise Software, Software Documentation, SQL Tuning, Performance Tuning, Security, ERP, Data Warehousing

Education
Syracuse University - Martin J. Whitman School of Management   1983 — 1989
Master of Business Administration (MBA), Information Technology, Innovative Management

St. Bonaventure University   1978 — 1982
Bachelor of Business Administration (B.B.A.), Accounting

Sandra Liebl Sandra Liebl Boston, Massachusetts Details
Sandra Liebl's Lincoln Financial Group Experience January 2006 - June 2007
Job Project Coordinator II at Manulife Financial
Industry Financial Services
Experience
Manulife Financial  December 2014 - Present
Manulife Financial  August 2013 - November 2014
Manulife Financial  June 2007 - August 2013
Lincoln Financial Group   January 2006 - June 2007

Skills
Visio, Project Management, SharePoint, Lotus Notes, Requirements Gathering, Microsoft Office, MS Project, Business Objects, Analysis, PPM, PowerPoint, Organization, BPMN, IBM BPM, Blue works live, IBM BPM Designer 7.5.1, Microsoft Word, Outlook, ChangePoint, Concur, Planview, Social Media..., Microsoft OneNote, Project Portfolio...

Education
Suffolk University   2002 — 2005
Bachelor of Science in Business Administration (BSBA), International Business

Saint Louis University   2000 — 2002

Thomas Charest Thomas Charest South Portland, Maine Details
Thomas Charest's Lincoln Financial Group Experience June 2007 - April 2012
Job Head, Claims Integration Aetna
Industry Insurance
Experience
Aetna  June 2015 - Present
Professional Disability Associates  August 2012 - June 2015
Professional Disability Associates  May 2012 - August 2012
Lincoln Financial Group   June 2007 - April 2012
Lincoln Financial Group   September 1997 - June 2007
Unum  November 1995 - September 1997
Unum  May 1995 - November 1995
Unum  August 1984 - May 1995

Skills
Employee Benefits, Insurance, Disability Insurance, Process Improvement, Risk Management, Leadership, Strategy, Claim, Health Insurance, Training, Strategic Planning, Claims Management, Management, Change Management, Call Centers, Human Resources, Underwriting, Executive Management, Program Management, Business Planning, Budgets, Integration, Sales, Marketing, Group Insurance, Call Center, Vendor Management, Account Management, Customer Service, Brokers, Life Insurance, Customer Satisfaction, Team Building, Long-term Care, Financial Risk, Workers Compensation, Enterprise Software, Project Planning, Term Life Insurance, Reinsurance, FMLA, Accident, Critical Illness, Life Waiver, Voluntary Employee..., Mergers & Acquisitions, Consulting, IT Strategy, Strategic HR, HR Software

Education
University of Southern Maine   1978 — 1981
Bachelor’s Degree, Social Welfare

Saint Joseph's College   1977 — 1978

Nancy Olewnik Nancy Olewnik Denver, Colorado Details
Nancy Olewnik's Lincoln Financial Group Experience August 2008 - July 2009
Job Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  August 2011 - Present
Chairs with Character   February 2012 - January 2015
Lincoln Financial Advisors  August 2009 - August 2011
Lincoln Financial Group   August 2008 - July 2009
Lincoln Financial Group   August 2007 - July 2008
Lincoln Financial Group   August 2006 - July 2007
Johnson & Johnson  January 2005 - June 2005
Citizens Financial Bank  June 2004 - September 2004
Applied Tech Products  July 2003 - August 2003

Education
Villanova University   2002 — 2006
Bachelor Science in Business Administration, Finance, International Business & Marketing

Université de Rennes I   2005 — 2005
French, Summer abroad - French language program

Royal Holloway, University of London   2004 — 2004
Study Abroad: Various

Towhidul Hoque, MBA Towhidul Hoque, MBA Greater Philadelphia Area Details
Towhidul Hoque, MBA's Lincoln Financial Group Experience August 2013 - March 2015
Job AVP Strategic Analytics at Barclaycard
Industry Financial Services
Experience
Barclaycard  March 2015 - Present
Lincoln Financial Group   August 2013 - March 2015

Skills
SAS, Analytics, Econometrics, Analysis, Marketing Analytics, SQL, PowerPoint, Predictive Analytics, Quantitative Analytics, Statistical Modeling, Business Analysis, Management, Market Research, Strategic Planning, Marketing, Business Intelligence

Education
Villanova University   2014 — 2016
Master of Science (MS), Applied Statistics

Saint Joseph's University   2011 — 2013
Master of Business Administration (MBA), Finance, Business Intelligence

University of Chittagong   2003 — 2008
Bachelor of Science (B.S.), Economics

Sanket Raval Sanket Raval Greater Philadelphia Area Details
Sanket Raval's Lincoln Financial Group Experience November 2014 - Present
Job Software engineer at Lincoln Financial Group
Industry Computer Software
Experience
Lincoln Financial Group   November 2014 - Present
Rovi corp  August 2014 - October 2014
RadusTek   June 2014 - August 2014

Skills
Microsoft Office, C++, SDLC, Agile Methodologies, Quality Assurance, User Experience, Python, Big Data, Algorithms, Data Analysis, Data Mining, Machine Learning, Data Visualization, Data Structures, Data Streaming, Hadoop, Research, Social Media, Customer Service, MySQL, Databases, System Administration, SQL, Database Design, Algorithm Design, Visual Studio

Education
Rutgers University – Camden   2010 — 2014
Bachelor of Science (BS), Computer Science

burlington county collage   2010 — 2012
Bachelor of Science (BS), Computer Science

Sunny Polepalli Sunny Polepalli New York, New York Details
Sunny Polepalli's Lincoln Financial Group Experience August 2012 - January 2013
Job Senior Analyst at American Express
Industry Financial Services
Experience
American Express  August 2014 - Present
Time Warner Cable  August 2013 - August 2014
Giorgio Armani  January 2013 - May 2013
Lincoln Financial Group   August 2012 - January 2013

Skills
Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Morningstar, Financial Reporting, PeopleSoft, Access, Teamwork, Data Analysis, Leadership, Social Media, Analysis, Corporate Finance, PeopleSoft Financial, Oracle Hyperion, Hyperion Planning, SAS, Stata, HTML, QuickBooks, JavaScript, Microstrategy

Education
Rutgers, The State University of New Jersey-New Brunswick   2010 — 2013
Bachelor of Arts (B.A.), Economics

Jennifer Whitehouse Jennifer Whitehouse Denver, Colorado Details
Jennifer Whitehouse's Lincoln Financial Group Experience May 2007 - June 2009
Job Senior Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management  January 2015 - Present
Destra Capital  April 2012 - December 2014
Sun Life Financial  June 2009 - March 2012
Lincoln Financial Group   May 2007 - June 2009
Genworth Financial  May 2001 - May 2007

Skills
National Account Sales, Distribution Management, Territory Management, New Business Development, Sales Presentations, Wholesaling, Annuities, Mutual Funds, Long Term Care, Life Insurance, Long-term Care, Series 7, Wholesale, Variable Annuities, National Accounts, Alternative Investments, Distributed Team..., Financial Advisory, Financial Services, Fixed Annuities, Series 63

Education
University of Southern Maine   1990 — 1993
Bachelor of Arts, Economics

Saint Anselm College   1989 — 1989

Ryan Dere Ryan Dere Greater New York City Area Details
Ryan Dere's Lincoln Financial Group Experience January 2013 - May 2013
Job Strategic Pricing Analyst at Avis Budget Group
Industry Higher Education
Experience
Avis Budget Group  October 2014 - Present
Avis Budget Group  June 2014 - September 2014
Avis Budget Group  July 2013 - May 2014
Lincoln Financial Group   January 2013 - May 2013

Skills
Microsoft Office, Marketing, Management, Recruiting, Social Media, Strategic Financial..., Data Analysis, PowerPoint, Microsoft Excel

Education
Rutgers, The State University of New Jersey-New Brunswick   2009 — 2013
Economics, Entrepreneurship

Bergen County Technical High School   2005 — 2009

Kate Chigounis Kate Chigounis Greater Philadelphia Area Details
Kate Chigounis's Lincoln Financial Group Experience 2005 - January 2010
Job Head of Operational Risk at Delaware Investments
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group  January 2010 - Present
Lincoln Financial Group   2005 - January 2010
PricewaterhouseCoopers  2002 - 2005
Arthur Andersen, LLP  2000 - 2002

Skills
Auditing, Mutual Funds, Investments, Asset Management

Education
Moorestown High School

Rutgers University-New Brunswick

Dave Nemerofsky Dave Nemerofsky Greater Philadelphia Area Details
Dave Nemerofsky's Lincoln Financial Group Experience January 2010 - June 2010
Job Strategic Consulting Analyst at ARI
Industry Financial Services
Experience
ARI  September 2012 - Present
ARI  December 2011 - September 2012
JPMorgan Chase  June 2011 - December 2011
TD Bank  August 2008 - June 2011
Lincoln Financial Group   January 2010 - June 2010

Skills
Banking, Analysis, Strategy

Education
Rutgers University – Camden   2007 — 2011
B.S, Finance

Rowan University   2013 — 2015
Master of Business Administration (MBA)

Jenn Espada Jenn Espada Greater Philadelphia Area Details
Jenn Espada's Lincoln Financial Group Experience February 2013 - March 2015
Job Experienced Marketing Manager
Industry Financial Services
Experience
Lincoln Financial Group   February 2013 - March 2015
Lincoln Financial Group   April 2012 - January 2013
The Hartford  August 2007 - March 2012

Skills
Marketing, Key Client Relationships, Brand Management, Relationship Management, Marketing Communications, Sales, Brand Marketing, Corporate Communications, Sponsorship Activation, Financial Services, Series 63, Series 6, Retirement Planning, Public Relations, Insurance, Investments, Fixed Annuities, Sponsorship, 401k, Series 7, Retirement, Mutual Funds, Wealth Management, Life Insurance, Securities

Education
St. Joseph's University   2001 — 2005
BA, Marketing

Lansdale Catholic

Lori Burwell, MBA (former/Wells) Lori Burwell, MBA (former/Wells) Greater Philadelphia Area Details
Lori Burwell, MBA (former/Wells)'s Lincoln Financial Group Experience January 2011 - April 2013
Job Account Manager at Ascensus
Industry Financial Services
Experience
Ascensus  April 2013 - Present
Lincoln Financial Group   January 2011 - April 2013
Bank Of America  January 2006 - January 2009
Vanguard  January 1995 - December 2003

Skills
Series 6, Series 63, Performance Management, Project Management, Series 7, Change Management, Managerial Finance, Sales Management, New Business Development, Insurance, Retirement, Marketing, Strategic Planning, Retirement Planning, Mutual Funds, Fixed Annuities, Customer Service, Employee Relations, Wealth Management, Pensions

Education
Rosemont College   2002 — 2005
MBA, Leadership Management

Virginia Union University   1989 — 1994
B.S., Business Administration

Sharrone L. Caldwell, MBA Sharrone L. Caldwell, MBA Mableton, Georgia Details
Sharrone L. Caldwell, MBA's Lincoln Financial Group Experience October 2011 - July 2013
Job Farmers Insurance Agency Owner
Industry Insurance
Experience
Farmers Insurance  August 2012 - Present
Lincoln Financial Group   October 2011 - July 2013
United Insurance  April 2009 - October 2011
Jackson National Life  August 2006 - April 2009
Allstate  September 1999 - December 2005

Skills
Long-term Customer..., Auto,..., Commercial Insurance, Cold Calling, Sales Management, Insurance, Sales, Account Management, Customer Retention, Direct Sales, Building Relationships, Customer Satisfaction

Education
Strayer University (DC)   2009 — 2012
MBA, Marketing

Saint Leo University
BA, Business Administration and Management, General

William Goscinski William Goscinski Bayville, New Jersey Details
William Goscinski's Lincoln Financial Group Experience January 2006 - May 2006
Job Compliance Analyst at Prudential Insurance Company of America
Industry Financial Services
Experience
Prudential Insurance Company of America  January 2013 - Present
The Guardian Life Insurance Company of America  June 2012 - January 2013
Hudson City Savings Bank  June 2007 - June 2012
Lincoln Financial Group   January 2006 - May 2006

Skills
Wealth Management, Disability Insurance, Life Insurance, Mutual Funds, Series 63, AML, Cross Selling, Compliance, Internal Audit, Series 7, Banking Operations, Customer Service, Branch Management, Health Insurance, Series 6, Account Management, Client Relationship..., Financial Reporting, Money Management, Business Management, USA PATRIOT Act, BSA, KYC, Miser/S1 Banking..., Microsoft Office, Business Communications, Excel, Morningstar, Sales Management, Team Leadership, Team Management, Creative Problem Solving, Performance Appraisal, Training & Development, Employee/Labor Relations, Mortgage Servicing, Lines Of Credit, Powers of Attorney, IRA's, Retirement Savings, Trust Services, Estate Administration, Bonds, ACH, Bank Relationship..., Product Management, Conflict Resolution, Public Speaking, Notary Public

Education
Rowan University   2002 — 2006
BS, Business Management

Roger Turley Roger Turley Greater New York City Area Details
Roger Turley's Lincoln Financial Group Experience September 2007 - December 2007
Job at Fred Alger Management
Industry Insurance
Experience
Fred Alger Management  August 2013 - Present
AXA Distributors  May 2010 - August 2013
Metropolitan Life Insurance Company  June 2008 - October 2009
Lincoln Financial Group   September 2007 - December 2007
Johnson & Johnson  May 2007 - August 2007

Education
Rowan University

Dan Flamma Dan Flamma Sewell, New Jersey Details
Dan Flamma's Lincoln Financial Group Experience April 2001 - May 2010
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments  February 2014 - Present
Roster Financial  March 2013 - February 2014
Flamma Financial, LLC   May 2010 - February 2014
Capital Indemnity Group   May 2010 - October 2011
Lincoln Financial Group   April 2001 - May 2010

Education
Rowan University   1996 — 2000
Business, Marketing

Laura DiGiambattista Laura DiGiambattista Greater Philadelphia Area Details
Laura DiGiambattista's Lincoln Financial Group Experience May 2009 - July 2009
Job Senior Budget Analyst at Drexel University
Industry Accounting
Experience
Drexel University  May 2014 - Present
ParenteBeard LLC  July 2010 - May 2014
Saint Joseph's University  2008 - 2010
Lincoln Financial Group   May 2009 - July 2009
City of Philadelphia  August 2007 - December 2007

Skills
GAAP, PowerPoint, Accounting, Financial Reporting, CPA, Microsoft Word, SEC filings, Microsoft Office, US GAAP, General Ledger, Financial Statements

Education
Saint Joseph's University - Erivan K. Haub School of Business   2006 — 2010
BS, Accounting

Antoinette Disano, CFP Antoinette Disano, CFP Greater St. Louis Area Details
Antoinette Disano, CFP's Lincoln Financial Group Experience January 1984 - January 1994
Job Student at Saint Louis University
Industry Financial Services
Experience
Lincoln Financial Group   January 1984 - January 1994
City of St. Louis  January 1986 - December 1991

Education
Saint Louis University   2010 — 2012

Alan Wiener Alan Wiener Greater New York City Area Details
Alan Wiener's Lincoln Financial Group Experience August 2011 - Present
Job Implementation Partner at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   August 2011 - Present
Prudential Financial  February 1996 - January 2007

Skills
401k, Retirement Planning, Retirement, Series 6, Mutual Funds, Financial Services, Relationship Management, Management, Pensions, Employee Benefits

Education
Rutgers University-New Brunswick   1985 — 1990
BS

Christopher Dyonda Christopher Dyonda Greater Philadelphia Area Details
Christopher Dyonda's Lincoln Financial Group Experience August 2013 - Present
Job Account Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   August 2013 - Present
Lincoln Financial Group   May 2012 - August 2013
Lincoln Financial Group   June 2010 - May 2012
Huntington Learning Center  May 2009 - September 2009
Clark Associates  May 2008 - January 2009
Trans Bridge Bus Lines   May 2007 - January 2008

Skills
Microsoft Office, PA Insurance license, PowerPoint, Microsoft Word, Insurance, Microsoft Excel, Sales, Employee Benefits, Finance, Customer Service, Marketing, Outlook, Public Speaking, Strategic Planning, Management, Sales Operations

Education
Saint Joseph's University   2006 — 2010
Bachelor of Science in Business Administration, Finance, Marketing

Hossmann Will, CPA Hossmann Will, CPA Greater Philadelphia Area Details
Hossmann Will, CPA's Lincoln Financial Group Experience July 2004 - August 2007
Job Accounting, Auditing Consultant at HWT Financial & Tax Services, LLC
Industry Accounting
Experience
HWT Financial & Tax Services, LLC   January 2009 - Present
Ernst & Young, LLP   August 2007 - December 2008
Lincoln Financial Group   July 2004 - August 2007
Healthcare Business Credit Corporation  May 1999 - May 2004
Joseph. H. Stomel & Sons, West Berlin, New Jersey   February 1998 - May 1999
Rutgers University  1995 - 1997
Rutgers University  1995 - 1997

Skills
Internal Controls, Tax Accounting, Internal Audit, Financial Audits, IT Audit, Operational Due..., Corporate Finance, Financial Services

Education
Rutgers University – Camden   1995 — 1997
Bachelor of Science (B.Sc.), Accounting

Albert Academy   1986 — 1991
GCE O Level Result High School Completion, Business Administration and Management, General

Albert Academy

Albert Academy

Anant Bhalla Anant Bhalla Charlotte, North Carolina Details
Anant Bhalla's Lincoln Financial Group Experience October 2009 - December 2011
Job Chief Financial Officer SVP
Industry Financial Services
Experience
MetLife  April 2014 - Present
AIG  September 2012 - April 2014
Bhalla Capital Partners   January 2012 - September 2012
Lincoln Financial Group   October 2009 - December 2011
Ameriprise Financial  2007 - 2009
American Express, Ameriprise Financial   2001 - 2009

Skills
Financial Modeling, Portfolio Management, Investments, Financial Analysis, Strategic Financial..., Asset Managment, Fixed Income, Financial Services, Insurance, Equities, ALM, Securities, Risk Management, CFOs

Education
S.P. Jain Institute of Management & Research
Master of Business Administration (MBA), Marketing

Cynthia H.R. Cynthia H.R. Greater Philadelphia Area Details
Cynthia H.R.'s Lincoln Financial Group Experience September 2011 - May 2013
Job Regional Sales Consultant at Prudential Financial
Industry Insurance
Experience
Prudential Financial  March 2014 - Present
Verilogue, Inc  June 2013 - March 2014
Lincoln Financial Group   September 2011 - May 2013
Lincoln Financial Group   May 2008 - September 2011
Wilmington Finance  March 2005 - March 2008
Bank of America  January 2004 - March 2005
Countrywide Home Loans  2004 - 2004

Skills
Mortgage Lending, Process Improvement, Customer Service, Relationship Management, Life Insurance, Risk Management, Insurance, Investments, Sales

Education
Villanova University

Saint Joseph's University
MBA, Management

Villa Joseph Marie High School

Susan Oberlies Susan Oberlies Greater Philadelphia Area Details
Susan Oberlies's Lincoln Financial Group Experience July 2014 - Present
Job VP, Compliance Audit
Industry Financial Services
Experience
Lincoln Financial Group   July 2014 - Present
Philadelphia Financial  December 1995 - July 2014
Booz Allen & Hamilton  1989 - 1993

Education
Widener University School of Law   1991 — 1994
J.D., Law

Saint Joseph's University   1982 — 1986
BS, Marketing

Joseph Batt Joseph Batt Winchester, Indiana Details
Joseph Batt's Lincoln Financial Group Experience 1997 - 1999
Job Solid Design, owner
Industry Computer Software
Experience
Solid Design, Inc.   1997 - Present
St. Vincent Anderson Regional Hospital  2014 - Present
Navistar Inc  2000 - Present
St. Vincent Randolph   2008 - 2014
Randolph Economic Development Corporation   2002 - 2010
Lincoln Financial Group   1997 - 1999
Ford  1997 - 1997

Education
Rose-Hulman Institute of Technology   1990 — 1994
BS, Computer Science

Winchester Community High School   1986 — 1990

Thomas P Brennan III, AIF Thomas P Brennan III, AIF Greater Philadelphia Area Details
Thomas P Brennan III, AIF's Lincoln Financial Group Experience October 2006 - December 2007
Job Regional Vice President Emerging Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  June 2013 - Present
Transamerica Retirement Services  January 2009 - May 2013
Fesnak and Associates, LLP  July 2008 - December 2008
Lincoln Financial Group   October 2006 - December 2007
Citigroup  August 2002 - October 2006
Merrill Lynch Pierce Fenner & Smith  August 1995 - August 2002
The Vanguard Group  January 1992 - August 1995

Skills
401(k), ERISA, Defined Contribution, Defined Benefit, MEP, Taft-Hartley, Non-Qualified Deferred..., Income for Life, Sales Management, Marketing, Marketing Strategy, P&L Responsibility, Trade Compliance, Product Development, Production Managment, Product Marketing, Strategic Planning, Strategic Thinking, Channel Management, Qualified Retirement..., Financial Services, Mutual Funds, P&L Management, Retirement Plan..., 401k, Employee Benefits, Retirement, Series 7, Asset Allocation

Education
Bishop McDevitt High School
College Preparatory

Saint Joseph's University
B.A., Political Science

Joan Faustman Joan Faustman Hartford, Connecticut Area Details
Joan Faustman's Lincoln Financial Group Experience 1996 - 2006
Job Independent Financial Services Professional
Industry Financial Services
Experience
Glastonbury ABC   2008 - Present
Lincoln Financial Group   1996 - 2006

Education
Rosemont College

Michelle Belanger Michelle Belanger Hartford, Connecticut Area Details
Michelle Belanger's Lincoln Financial Group Experience June 2011 - Present
Job Director, Planning & Analysis Group Protection at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group   June 2011 - Present
Lincoln Financial Group   October 2002 - May 2011
Lincoln Financial Group   1998 - September 2002

Education
Saint Bonaventure University   1980 — 1984
BBA, Accounting

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

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

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

Lilly Reddy Lilly Reddy Greater Philadelphia Area Details
Lilly Reddy's Lincoln Financial Group Experience 2007 - Present
Job Sr. Analyst, Planning & Budgeting
Industry Information Technology and Services
Experience
Lincoln Financial Group   2007 - Present

Education
Ryerson University   2001 — 2005

Sean Collins, QKA, TGPC Sean Collins, QKA, TGPC Greater Chicago Area Details
Sean Collins, QKA, TGPC's Lincoln Financial Group Experience May 2011 - Present
Job Director, Retirement Plan Account Management at Lincoln Financial Group
Industry Accounting
Experience
Lincoln Financial Group   May 2011 - Present
Lincoln Financial Group   March 2010 - May 2011
Ernst & Young, LLP   January 2008 - March 2010
Lincoln Financial Group   November 2003 - January 2008

Skills
Accounting, Valuation, Account Management, Financial Analysis, Equities, Microsoft Excel, Budgets, Investments, Strategic Planning, Financial Reporting, Employee Benefits

Education
University of Illinois at Urbana-Champaign   1999 — 2003
Bachelors, Economics/Finance

Roosevelt University   2005 — 2008
Masters, MBA-Accounting

Advocate Christ Medical Center   2009 — 2009
EMT, Emergency Medical Services

Kathleen Donellan, PHR Kathleen Donellan, PHR Cheshire, Connecticut Details
Kathleen Donellan, PHR's Lincoln Financial Group Experience September 1998 - June 2004
Job Talent Acquisition Manager at EDAC Technologies Corporation
Industry Human Resources
Experience
EDAC Technologies  April 2014 - Present
RBC Bearings  November 2013 - April 2014
DRS Consolidated Controls, Inc   June 2008 - September 2013
The Right Thing Inc  January 2008 - April 2008
Webster Bank  February 2005 - January 2008
Aetna  June 2004 - February 2005
Lincoln Financial Group   September 1998 - June 2004

Skills
Talent Management, Recruiting, Human Resources, Temporary Placement, Sourcing, Employee Benefits, Talent Acquisition, Employee Relations, HRIS, Interviews, Succession Planning, Personnel Management, Performance Management, Deferred Compensation, Benefits Administration, Onboarding, Coaching Staff, Employee Engagement, Employee Handbooks, Internet Recruiting, College Recruiting, FMLA, Community Outreach

Education
Sacred Heart University
MBA, Human Resourses

MaryMount College   1987 — 1991
BS, Management & Marketing

Sacred Heart Academy   1983 — 1987
College Prep

Leon Fern Leon Fern Greater New York City Area Details
Leon Fern's Lincoln Financial Group Experience August 2006 - August 2007
Job Managing Director Capital Markets Preferred Apartment Communities
Industry Financial Services
Experience
Preferred Apartment Communities  2012 - Present
Griffin Capital Securities  2010 - December 2012
Cole Capital  2007 - 2010
Lincoln Financial Group   August 2006 - August 2007
GE Capital  April 1999 - August 2006
Alliance Capital Management  1992 - 1999

Skills
Asset Managment, Asset Allocation, Securities, Series 6, Wealth Management, Separately Managed..., Portfolio Management, Series 7

Education
Rutgers, The State University of New Jersey-New Brunswick   1985 — 1990
Bachelor of Science (B.S.), Economics and Finance

Candice (Jones) Morse Candice (Jones) Morse Reading, Pennsylvania Area Details
Candice (Jones) Morse's Lincoln Financial Group Experience April 2015 - Present
Job Sr. Marketing Consultant, Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Group   April 2015 - Present
Voya Financial  November 2003 - April 2015
Delaware Investments  2000 - 2003
Planco  1998 - 2000
Ketchum Public Relations  1997 - 1998

Skills
Project Management, Marketing, Integrated Marketing, Marketing Communications, Strategy, Business Development, Cross Channel Marketing, Content Strategy, Sales, Investments, Multicultural Marketing, Defined Contribution, FINRA, Inbound Marketing, Leadership, Financial Services, Public Relations, Direct Marketing, Social Media, Editing, Copywriting, Digital Copywriting, Editorial Process

Education
Rosemont College   1989 — 1993
Bachelor, Political Science

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

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

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

Rosemary Iadonisi Rosemary Iadonisi Concord, New Hampshire Details
Rosemary Iadonisi's Lincoln Financial Group Experience April 2012 - Present
Job Licensing Specialist II at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   April 2012 - Present
MultiPlan  November 2008 - April 2012

Education
Saint Anselm College   2004 — 2008
BA, Business

Chris Paulsworth Chris Paulsworth Greater Philadelphia Area Details
Chris Paulsworth's Lincoln Financial Group Experience September 2009 - February 2010
Job Consultant at BravoSolution
Industry Market Research
Experience
BravoSolution  August 2012 - Present
BravoSolution  March 2010 - August 2012
Lincoln Financial Group   September 2009 - February 2010
950 ESPN   May 2008 - September 2008

Education
Saint Joseph's University - Erivan K. Haub School of Business   2005 — 2009
BA, Marketing, Business Intelligence/DSS

Mary Anne Fleig Mary Anne Fleig Greater Philadelphia Area Details
Mary Anne Fleig's Lincoln Financial Group Experience February 2008 - February 2010
Job Project Manager
Industry Information Technology and Services
Experience
CompuCom  February 2010 - Present
Lincoln Financial Group   February 2008 - February 2010
Lincoln Financial Group   February 2000 - February 2008

Skills
ITIL, Troubleshooting, Technical Support, Software Documentation, Active Directory, SharePoint, IT Service Management, Visio, SDLC, Windows Server, Business Analysis, Windows 7, Windows XP, Process Improvement, SQL

Education
Gloucester County College
Information Technology, Computer and Information Sciences and Support Services

Philadelphia High School for Girls

Joanne Chao Joanne Chao Greater Philadelphia Area Details
Joanne Chao's Lincoln Financial Group Experience August 2011 - January 2012
Job Engineering Manager at Comcast Cable
Industry Information Technology and Services
Experience
Comcast Cable  January 2012 - Present
Lincoln Financial Group   August 2011 - January 2012
HomeNet Automotive  February 2010 - July 2011
JPMC  April 2008 - November 2009
David's Bridal  May 2001 - February 2008
General Electric  April 2000 - May 2001
Keane  January 1992 - April 2000
General Electric  September 1985 - December 1991

Education
Rutgers University-New Brunswick
B.A., Computer Science

Union College
M.S., Computer Science

Jacqueline Avens Jacqueline Avens Greater New York City Area Details
Jacqueline Avens's Lincoln Financial Group Experience September 2009 - December 2009
Job Compensation Senior Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  May 2014 - Present
Towers Watson  June 2010 - May 2014
St. Joseph's University   September 2006 - May 2010
Lincoln Financial Group   September 2009 - December 2009
PHH Mortgage  June 2009 - August 2009
New York Life Insurance Company  January 2009 - May 2009
Towers Perrin  June 2008 - August 2008

Skills
Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Deferred Compensation, Human Resources, Microsoft Office, Executive Pay, Equities, College Recruiting, Performance Management, Organizational..., Leadership

Education
Saint Joseph's University   2006 — 2010
Bachelor of Science (BS), Finance and Economics

Kristen McCleary Kristen McCleary Philadelphia, Pennsylvania Details
Kristen McCleary's Lincoln Financial Group Experience August 2011 - June 2013
Job Data Analyst at NRG Energy
Industry Financial Services
Experience
NRG Energy  June 2013 - Present
Lincoln Financial Group   August 2011 - June 2013
Lincoln Financial Group   January 2010 - August 2011
SMART Business Advisory and Consulting  May 2007 - October 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Data Analysis

Education
St. Joseph's University   2010 — 2011
Master of Science (M.S.), Finance and Financial Management Services

Temple University   2003 — 2007
Bachelor of Business Administration (B.B.A.), Actuarial Science

Meeli Chavda Meeli Chavda Greater Nashville Area Details
Meeli Chavda's Lincoln Financial Group Experience September 2009 - May 2010
Job
Industry Financial Services
Experience
PerkinElmer, Inc.   March 2015 - Present
JPMorgan Chase  March 2014 - April 2015
Morgan Stanley Wealth Management  March 2012 - September 2013
Lincoln Financial Group   September 2009 - May 2010
Morgan Stanley  January 2003 - May 2005

Skills
Financial Analysis, Strategic Financial..., Accounting, Access, Financial Modeling, Corporate Finance, Financial Reporting, Managerial Finance, Finance, Microsoft Excel, Sales, Asset Allocation, Fixed Income, Investments, Portfolio Management, Equities, Asset Management, Mutual Funds, Financial Services, Securities, Wealth Management, Financial Markets, Trading, Retirement Planning, General Ledger, QuickBooks, Financial Planning

Education
Rowan University   2006 — 2010
Bachelors of Science, Finance

Gretchen Mullen Gretchen Mullen Greater Philadelphia Area Details
Gretchen Mullen's Lincoln Financial Group Experience April 2015 - Present
Job Sales
Industry Financial Services
Experience
Lincoln Financial Group   April 2015 - Present
Lincoln Financial Group   August 2014 - April 2015
Delran Township  June 2012 - July 2014
Woodlynde School  August 2010 - June 2012

Skills
Tutoring, Special Education, Elementary Education, Curriculum Design, Educational Leadership, Microsoft Excel, Social Media, Public Speaking, Lesson Planning

Education
Saint Joseph's University   2009 — 2011
Master's Degree, Special Education

Widener University   1999 — 2004
Bachelor's, Elementary Education

Glenn Usher Glenn Usher Greater Philadelphia Area Details
Glenn Usher's Lincoln Financial Group Experience August 2012 - Present
Job Competitive Services Consultant at Lincoln Financial Group
Industry Accounting
Experience
Lincoln Financial Group   August 2012 - Present
Lincoln Financial Group   April 2011 - August 2012
Lincoln Financial Group   May 2008 - August 2008

Education
Rowan University   2009 — 2010
Masters, Business Administration

Rowan University   2005 — 2009
BS, Accounting

Michael Kuczkowski Michael Kuczkowski Hartford, Connecticut Details
Michael Kuczkowski's Lincoln Financial Group Experience 2002 - 2005
Job AVP, Integrated Marketing, Content Development at The Hartford
Industry Financial Services
Experience
The Hartford  July 2013 - Present
Ameriprise Financial  November 2006 - July 2013
AEI Fund Management, Inc  April 2005 - November 2006
Lincoln Financial Group   2002 - 2005
Strategic Management Group  2000 - 2002
Mercer  1997 - 2000

Skills
Series 7, Series 24, Finance, Writing, Video Production, Marketing Strategy, Marketing Communications, Retirement Planning, Strategic Financial..., Content Strategy, Web Content, Insurance, Banking, Investments, Graphics, Education content, Thought Leadership, Management, Corporate Branding, Content Development, Financial Services, Marketing

Education
Saint Bonaventure University

St. Bonaventure University
Design and Visual Communications, General

Louis Cordisco Louis Cordisco Greater Philadelphia Area Details
Louis Cordisco's Lincoln Financial Group Experience October 2014 - July 2015
Job Experienced Project Manager
Industry Marketing and Advertising
Experience
Lincoln Financial Group   October 2014 - July 2015
Heartland Payment Systems  September 2012 - April 2014
Project Management Institute  February 2012 - September 2012
Vox Medica  August 2011 - February 2012
Bank of America  March 2008 - April 2011
Idearc Media Corporation  March 1998 - January 2008

Skills
Account Management, Adobe Acrobat, Adobe Creative Suite, Advertising, Analysis, Budgets, Creative Direction, Customer Satisfaction, Digital Marketing, Direct Mail, Direct Marketing, E-commerce, Email Marketing, Human Resources, Illustrator, Integrated Marketing, InDesign, Leadership, MS Project, Mac, Management, Marketing, Marketing Communications, Marketing Strategy, Online Marketing, Photoshop, Pre-press, Project Management

Education
Rosemont College   2007 — 2011
Master, Business Administration

Rosemont College   2005 — 2007
BA, Marketing/E-Commerce

Art Institute of Philadelphia   1995 — 1997
Associate of Arts, Multi Media Program/Audio Video Business

Casey Mathews Casey Mathews Greater Philadelphia Area Details
Casey Mathews's Lincoln Financial Group Experience May 2014 - Present
Job AVP, Business Analysis Digital Technology at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group   May 2014 - Present
MetLife  December 2000 - May 2014
United Healthcare  1998 - 2000
Independence Blue Cross  1998 - 1998

Skills
Vendor Management, Systems Analysis, Project Management, Business Analysis, Insurance, Process Improvement, Requirements Analysis, Risk Management, Employee Benefits, SDLC, Health Insurance, Microsoft Excel, Management, Life Insurance, PMO, Project Portfolio..., Requirements Gathering, Visio

Education
Rutgers University-New Brunswick   1992 — 1996

Greg Vilenskiy Greg Vilenskiy Greater New York City Area Details
Greg Vilenskiy's Lincoln Financial Group Experience April 2010 - September 2010
Job Associate at MidOcean Credit Partners
Industry Financial Services
Experience
MidOcean Partners  June 2015 - Present
Barclays Capital  July 2012 - June 2015
Barclays Capital  June 2011 - August 2011
ITT  September 2010 - February 2011
Lincoln Financial Group   April 2010 - September 2010

Education
Rutgers, The State University of New Jersey-New Brunswick   2008 — 2012
BS/BA, Finance, Economics

Robert Curcio Robert Curcio Linden, New Jersey Details
Robert Curcio's Lincoln Financial Group Experience August 2011 - December 2013
Job Territory Representative at Maloney & Curcio Inc
Industry Building Materials
Experience
Maloney & Curcio Inc   January 2014 - Present
Lincoln Financial Group   August 2011 - December 2013
BEN FM, Greater Media Philadelphia  May 2010 - August 2010

Skills
Sales, Customer Service, Management, Sales Operations, PowerPoint, Marketing, Marketing Strategy, Account Management, Leadership

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

Ryan Gamble Ryan Gamble Greater Philadelphia Area Details
Ryan Gamble's Lincoln Financial Group Experience September 2011 - May 2012
Job Senior Financial Analyst at ACE Group
Industry Financial Services
Experience
ACE Group  February 2015 - Present
ACE Group  February 2014 - February 2015
Checkpoint Systems  June 2012 - February 2014
Lincoln Financial Group   September 2011 - May 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, SAP

Education
Rutgers, The State University of New Jersey-Camden   2013 — 2015
Master of Business Administration (MBA)

Rowan University   2008 — 2012
Bachelor of Science (BS), Finance

Gregory Wildhaber Gregory Wildhaber Minneapolis, Minnesota Details
Gregory Wildhaber's Lincoln Financial Group Experience July 2014 - Present
Job Director of Underwriting at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group   July 2014 - Present
Prudential Financial  January 2013 - July 2014
Hartford Life  January 2011 - January 2013

Skills
Underwriting, Insurance, Analysis, Disability Insurance, Employee Benefits, Finance, Leadership, Life Insurance, Retirement, Financial Services, Retirement Planning, Term Life Insurance

Education
St. John's University
Bachelor of Arts, German Studies

Charles Cruz Charles Cruz Greater New York City Area Details
Charles Cruz's Lincoln Financial Group Experience May 2012 - August 2012
Job
Industry Information Technology and Services
Experience
Bloomberg LP  August 2015 - Present
Johnson & Johnson  January 2015 - July 2015
Lufthansa  November 2012 - May 2013
Lincoln Financial Group   May 2012 - August 2012
Garwood Interiors Upholstery   June 2009 - July 2011

Skills
Microsoft Office, Google Analytics, SmartOffice, Morningstar, Microsoft Excel, Financial Modeling, Analysis, Leadership, Data Analysis, Management, Microsoft Word, Customer Service, Teamwork, PowerPoint, Financial Analysis

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2011 — 2014
Bachelor of Science (B.S.), Finance

Jack Gulick Jack Gulick Bow, New Hampshire Details
Jack Gulick's Lincoln Financial Group Experience March 1999 - Present
Job AVP. MoneyGuard Product Development at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   March 1999 - Present
Western & Southern Financial Group  September 1987 - February 1999

Skills
Actuarial Science, Software Documentation, Customer Service, Microsoft Excel, Project Management

Education
Rose-Hulman Institute of Technology   1983 — 1987
Bachelor of Science (BSc), Mathematics and Computer Science

Covington Latin School   1980 — 1983
High School

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