Lincoln Financial Group
Industry: Insurance company
DescriptionLincoln National Corporation is a Fortune 250 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies. Revenue: 13.8 billion USD (2016) Headquarters: Radnor, Pennsylvania, United States Founder: Perry Randall Executives: Dennis R. Glass (CEO, President),
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5,924 Lincoln Financial Group employees in database. Find out everything there's to know about Lincoln Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lincoln Financial Group Employees
Employee
Years
Job
Industry
Tim Belber Tim Belber's Lincoln Financial Group Experience 2001 - 2009
Job Founder & Principal of The Alchemia Group LLC
Industry Financial Services
Experience
The Alchemia Group LLC September 2013 - Present
Purposeful Planning Institute March 2014 - Present
The Legacy Wealth Coach Network 2001 - Present
Generational Wealth Planning & Design LLC January 2012 - September 2013
The Madison Group Inc. December 2008 - January 2012
Family Office Exchange 2008 - 2011
Lincoln Financial Group 2001 - 2009
Skills
Estate Planning, Trusts, Wealth Transfer, High Net Worth..., Wealth Management, Shareholder Agreements, Wealth, Financial Advisory, Retirement Planning, Trust Services, Strategic Financial..., Leadership, Asset Allocation, Small Business
Education
Seton Hall University School of Law 1982 — 1986
JD, Trusts & Estates, Intellectual Property
University of Pennsylvania - The Wharton School 1974 — 1978
BS-Economics, Finance and Insurance
The Marine Military Academy 1969 — 1974
High School, 7 to 12
The Alchemia Group LLC September 2013 - Present
Purposeful Planning Institute March 2014 - Present
The Legacy Wealth Coach Network 2001 - Present
Generational Wealth Planning & Design LLC January 2012 - September 2013
The Madison Group Inc. December 2008 - January 2012
Family Office Exchange 2008 - 2011
Lincoln Financial Group 2001 - 2009
Skills
Estate Planning, Trusts, Wealth Transfer, High Net Worth..., Wealth Management, Shareholder Agreements, Wealth, Financial Advisory, Retirement Planning, Trust Services, Strategic Financial..., Leadership, Asset Allocation, Small Business
Education
Seton Hall University School of Law 1982 — 1986
JD, Trusts & Estates, Intellectual Property
University of Pennsylvania - The Wharton School 1974 — 1978
BS-Economics, Finance and Insurance
The Marine Military Academy 1969 — 1974
High School, 7 to 12
Lonnie Petersheim Lonnie Petersheim's Lincoln Financial Group Experience December 2013 - February 2014
Job User Experience & Design Analyst at Highmark, Inc.
Industry Design
Experience
Highmark Inc. July 2014 - Present
IntraDocs November 2013 - May 2014
Lincoln Financial Group December 2013 - February 2014
GoodCompany Ventures May 2013 - September 2013
Liberty Resources Inc. September 2011 - December 2012
Knovex, LLC June 2011 - August 2012
Skills
User Experience, User-centered Design, Photography, User Experience Design, Design Thinking, Interaction Design, Graphic Design, Adobe Creative Suite, User Interface Design, Information Graphics, Web Design, Human-centered Design, Human centered design, Information Design, Industrial Design, Concept Design, Research Design, Concept Development, Concept Generation, User Research, Video Editing, Experience Design, User Interface, Model Making, Visual Communication, Sketching, Exhibit Design
Education
University of The Arts 2011 — 2013
Master of Industrial Design (MID), User-Centered Design
Shippensburg University of Pennsylvania 2007 — 2011
Bachelor of Arts (BA), Design and Visual Communications
Highmark Inc. July 2014 - Present
IntraDocs November 2013 - May 2014
Lincoln Financial Group December 2013 - February 2014
GoodCompany Ventures May 2013 - September 2013
Liberty Resources Inc. September 2011 - December 2012
Knovex, LLC June 2011 - August 2012
Skills
User Experience, User-centered Design, Photography, User Experience Design, Design Thinking, Interaction Design, Graphic Design, Adobe Creative Suite, User Interface Design, Information Graphics, Web Design, Human-centered Design, Human centered design, Information Design, Industrial Design, Concept Design, Research Design, Concept Development, Concept Generation, User Research, Video Editing, Experience Design, User Interface, Model Making, Visual Communication, Sketching, Exhibit Design
Education
University of The Arts 2011 — 2013
Master of Industrial Design (MID), User-Centered Design
Shippensburg University of Pennsylvania 2007 — 2011
Bachelor of Arts (BA), Design and Visual Communications
Melissa Brandt Melissa Brandt's Lincoln Financial Group Experience April 2013 - Present
Job Marketing Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2013 - Present
The Hartford July 2012 - April 2013
The Hartford May 2007 - July 2012
PMI Mortgage Insurance Co. March 2006 - May 2007
Skills
Financial Services, Marketing, Insurance, Mutual Funds
Education
Shippensburg University of Pennsylvania 2001 — 2005
BS Business Administration, Marketing
Lincoln Financial Group April 2013 - Present
The Hartford July 2012 - April 2013
The Hartford May 2007 - July 2012
PMI Mortgage Insurance Co. March 2006 - May 2007
Skills
Financial Services, Marketing, Insurance, Mutual Funds
Education
Shippensburg University of Pennsylvania 2001 — 2005
BS Business Administration, Marketing
Carrie Kaercher Carrie Kaercher's Lincoln Financial Group Experience May 2000 - October 2004
Job Small Group Insurance Underwriter at Health Net of Arizona
Industry Insurance
Experience
Health Net of Arizona January 2005 - Present
Lincoln Financial Group May 2000 - October 2004
Skills
Data Analysis, Databases, Data Entry, Microsoft Excel, Microsoft Word, Market Analysis, Project Management, Mentoring, Digital Media, Access, Account Reconciliation, Comedic Timing, Employee Benefits, Insurance
Education
South Mountain Community College
Ongoing
Health Net of Arizona January 2005 - Present
Lincoln Financial Group May 2000 - October 2004
Skills
Data Analysis, Databases, Data Entry, Microsoft Excel, Microsoft Word, Market Analysis, Project Management, Mentoring, Digital Media, Access, Account Reconciliation, Comedic Timing, Employee Benefits, Insurance
Education
South Mountain Community College
Ongoing
David Birchfield David Birchfield's Lincoln Financial Group Experience August 2012 - Present
Job Mutual Funds Trading Team Lead at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2012 - Present
Lincoln Financial Group November 2002 - July 2012
The Bair CPA Group January 2000 - October 2002
Skills
CPA, Hyperion Essbase, Microsoft Excel, Financial Analysis, SAP Business Objects, Oracle PeopleSoft, Mutual Funds, Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Fund Accounting, Financial Accounting, Account Reconciliation
Education
Southern New Hampshire University 1996 — 1999
Master's Degree, Accounting
University of South Florida 1985 — 1988
Bachelor's Degree, Geography
Lincoln Financial Group August 2012 - Present
Lincoln Financial Group November 2002 - July 2012
The Bair CPA Group January 2000 - October 2002
Skills
CPA, Hyperion Essbase, Microsoft Excel, Financial Analysis, SAP Business Objects, Oracle PeopleSoft, Mutual Funds, Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Fund Accounting, Financial Accounting, Account Reconciliation
Education
Southern New Hampshire University 1996 — 1999
Master's Degree, Accounting
University of South Florida 1985 — 1988
Bachelor's Degree, Geography
Jennifer Bergeron Jennifer Bergeron's Lincoln Financial Group Experience January 2015 - Present
Job Compliance Advisor at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2015 - Present
Lincoln Financial Group January 2011 - January 2015
Skills
Financial Modeling, Risk Management, Finance
Education
Southern New Hampshire University 1996 — 2000
Bachelor of Arts (B.A.), Communication, General
Lincoln Financial Group January 2015 - Present
Lincoln Financial Group January 2011 - January 2015
Skills
Financial Modeling, Risk Management, Finance
Education
Southern New Hampshire University 1996 — 2000
Bachelor of Arts (B.A.), Communication, General
Abigail Grills Abigail Grills's Lincoln Financial Group Experience June 2012 - September 2012
Job Project Manager at MOOV INC
Industry Mechanical or Industrial Engineering
Experience
MOOV INC July 2015 - Present
MOOV INC July 2014 - July 2015
Her Campus September 2012 - September 2014
Orchard Supply Hardware June 2014 - August 2014
SolarCity June 2013 - August 2013
Rice Bistro and Sushi May 2011 - January 2013
Lincoln Financial Group June 2012 - September 2012
Skills
Leadership, Teamwork, Editing, Mechanical Engineering, Self-starter, Solidworks, Matlab, Photovoltaics, Microsoft Excel, Microsoft Office, Management, Customer Service, Process Improvement, Violin, Light Fabrication, Copywriting
Education
Santa Clara University 2011 — 2015
Bachelor of Science (B.S.), Mechanical Engineering, Senior
Universidad Carlos III de Madrid 2013 — 2013
Mechanical Engineering
Cherry Creek High School 2007 — 2011
MOOV INC July 2015 - Present
MOOV INC July 2014 - July 2015
Her Campus September 2012 - September 2014
Orchard Supply Hardware June 2014 - August 2014
SolarCity June 2013 - August 2013
Rice Bistro and Sushi May 2011 - January 2013
Lincoln Financial Group June 2012 - September 2012
Skills
Leadership, Teamwork, Editing, Mechanical Engineering, Self-starter, Solidworks, Matlab, Photovoltaics, Microsoft Excel, Microsoft Office, Management, Customer Service, Process Improvement, Violin, Light Fabrication, Copywriting
Education
Santa Clara University 2011 — 2015
Bachelor of Science (B.S.), Mechanical Engineering, Senior
Universidad Carlos III de Madrid 2013 — 2013
Mechanical Engineering
Cherry Creek High School 2007 — 2011
Allison LeDuc's Lincoln Financial Group Experience July 2008 - January 2009
Job Registered Principal
Industry Financial Services
Experience
Grodman Financial Group January 2011 - Present
Kulch Financial Services November 2009 - December 2010
Lincoln Financial Group July 2008 - January 2009
Lincoln Financial Group April 2005 - July 2008
Lincoln Financial Group February 2004 - April 2005
Bellwether Community Credit Union April 2001 - February 2004
Skills
Series 7, Series 6, 63, 7, 24, Investments, Securities, Mutual Funds, Series 6
Education
Southern New Hampshire University 2004 — 2009
Master, Business Administration
Southern New Hampshire University 2002 — 2004
Bachelor, Marketing
University of New Hampshire 2000 — 2002
Associate, Business Management
Trinity High School 1996 — 2000
General Studies
Grodman Financial Group January 2011 - Present
Kulch Financial Services November 2009 - December 2010
Lincoln Financial Group July 2008 - January 2009
Lincoln Financial Group April 2005 - July 2008
Lincoln Financial Group February 2004 - April 2005
Bellwether Community Credit Union April 2001 - February 2004
Skills
Series 7, Series 6, 63, 7, 24, Investments, Securities, Mutual Funds, Series 6
Education
Southern New Hampshire University 2004 — 2009
Master, Business Administration
Southern New Hampshire University 2002 — 2004
Bachelor, Marketing
University of New Hampshire 2000 — 2002
Associate, Business Management
Trinity High School 1996 — 2000
General Studies
Samantha Balboni Samantha Balboni's Lincoln Financial Group Experience January 2002 - Present
Job Relationship Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2002 - Present
Lincoln Financial Advisors January 2000 - January 2002
Lincoln Financial Advisors October 1995 - January 2002
Skills
401k, Retirement, Series 7, Retirement Planning, Investments, Mutual Funds, Wealth Management, Insurance, Fixed Annuities, Securities, Asset Allocation, Investment Advisory, Financial Advisory, Estate Planning, Series 63, Series 6, Financial Services
Education
California High School
Saint Mary's College of California
Lincoln Financial Group January 2002 - Present
Lincoln Financial Advisors January 2000 - January 2002
Lincoln Financial Advisors October 1995 - January 2002
Skills
401k, Retirement, Series 7, Retirement Planning, Investments, Mutual Funds, Wealth Management, Insurance, Fixed Annuities, Securities, Asset Allocation, Investment Advisory, Financial Advisory, Estate Planning, Series 63, Series 6, Financial Services
Education
California High School
Saint Mary's College of California
Alex Manion Alex Manion's Lincoln Financial Group Experience April 2015 - Present
Job Senior Internal Wholesaler at Lincoln Financial Group
Industry Staffing and Recruiting
Experience
Lincoln Financial Group April 2015 - Present
Lincoln Financial Group March 2014 - April 2015
Tech USA June 2013 - March 2014
Devon Financial Partners, LLC May 2012 - August 2012
Aronimink Golf Club 2005 - 2012
Skills
Annuity Sales, Variable Annuities, Fixed Annuities, Indexed Annuities, Financial Services, Finance, Series 6, Series 63, Life Insurance, Organizational..., Marketing Strategy, Sales, Social Networking, Time Management, Microsoft Office, Program Management, Consulting, Career Development, Networking, Resume Writing, Staff Augmentation, Employee Relations, Leadership, Marketing Communications, Social Media Marketing, Netw, Health Insurance
Education
Shippensburg University of Pennsylvania 2008 — 2013
Bachelor of Science in Business Administration (BSBA), Marketing
Conestoga High School 2004 — 2008
Lincoln Financial Group April 2015 - Present
Lincoln Financial Group March 2014 - April 2015
Tech USA June 2013 - March 2014
Devon Financial Partners, LLC May 2012 - August 2012
Aronimink Golf Club 2005 - 2012
Skills
Annuity Sales, Variable Annuities, Fixed Annuities, Indexed Annuities, Financial Services, Finance, Series 6, Series 63, Life Insurance, Organizational..., Marketing Strategy, Sales, Social Networking, Time Management, Microsoft Office, Program Management, Consulting, Career Development, Networking, Resume Writing, Staff Augmentation, Employee Relations, Leadership, Marketing Communications, Social Media Marketing, Netw, Health Insurance
Education
Shippensburg University of Pennsylvania 2008 — 2013
Bachelor of Science in Business Administration (BSBA), Marketing
Conestoga High School 2004 — 2008
Gerald Jonah Gerald Jonah's Lincoln Financial Group Experience February 2013 - Present
Job Long Term Disability Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2013 - Present
Advanced Diabetic Solutions Company May 2011 - August 2011
South Georgia College August 2009 - April 2010
Skills
Microsoft Office, Word, Excel, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Economics, Customer Service, Research, Teamwork, English, Public Speaking, Social Media, Windows, Financial Analysis, Analysis
Education
The University of Georgia 2011 — 2012
Bachelor of Business Administration (BBA), Banking and Finance
The University of Georgia, Athens 2011 — 2012
2012 Bachelor, Business Administration; Finance
South Georgia College 2009 — 2010
Associate of Science, Business
University of Science and Technology 2006 — 2008
Bachelors, Economics
adisadel college
Lincoln Financial Group February 2013 - Present
Advanced Diabetic Solutions Company May 2011 - August 2011
South Georgia College August 2009 - April 2010
Skills
Microsoft Office, Word, Excel, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Economics, Customer Service, Research, Teamwork, English, Public Speaking, Social Media, Windows, Financial Analysis, Analysis
Education
The University of Georgia 2011 — 2012
Bachelor of Business Administration (BBA), Banking and Finance
The University of Georgia, Athens 2011 — 2012
2012 Bachelor, Business Administration; Finance
South Georgia College 2009 — 2010
Associate of Science, Business
University of Science and Technology 2006 — 2008
Bachelors, Economics
adisadel college
Kara Tharpe Kara Tharpe's Lincoln Financial Group Experience October 2014 - Present
Job Senior Sales Delivery Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 2014 - Present
Lincoln Financial Group September 2011 - Present
Lincoln Financial Group September 2013 - October 2014
Lincoln Financial Group October 2012 - September 2013
Saint Mary's College January 2009 - May 2011
Saint Mary's College September 2007 - February 2009
Skills
Event Management, Communication, Mass Communication, Public Speaking, Research, Underwriting, Writing, Film Studies, Media Studies, Proofreading, Social Skills, Directing, Social Media, Editing, Social Networking, Variable Annuities, Microsoft Office, Microsoft Word, Photoshop, Google Docs, Final Cut Pro, Twitter, Facebook, Microsoft Excel, PowerPoint, Windows, Internet, Video Production, Literature, Creative Writing, Film Criticism, Genealogy, Theatre, Acting, Power Tools, Set Dressing, Set Design, Sports, Literary Criticism, Pop Culture, Stage Lighting, Light Board Operator, Soundbooth, Sound Design, Comedic Timing, Voice & Accent, Characterization, Character Actor, Film Editing, Event Planning
Education
Saint Mary's College 2007 — 2011
BA, Mass Communications
Saint Mary's College 2007 — 2011
BA, Theater
Bishop Dwenger High School 2003 — 2007
Lincoln Financial Group October 2014 - Present
Lincoln Financial Group September 2011 - Present
Lincoln Financial Group September 2013 - October 2014
Lincoln Financial Group October 2012 - September 2013
Saint Mary's College January 2009 - May 2011
Saint Mary's College September 2007 - February 2009
Skills
Event Management, Communication, Mass Communication, Public Speaking, Research, Underwriting, Writing, Film Studies, Media Studies, Proofreading, Social Skills, Directing, Social Media, Editing, Social Networking, Variable Annuities, Microsoft Office, Microsoft Word, Photoshop, Google Docs, Final Cut Pro, Twitter, Facebook, Microsoft Excel, PowerPoint, Windows, Internet, Video Production, Literature, Creative Writing, Film Criticism, Genealogy, Theatre, Acting, Power Tools, Set Dressing, Set Design, Sports, Literary Criticism, Pop Culture, Stage Lighting, Light Board Operator, Soundbooth, Sound Design, Comedic Timing, Voice & Accent, Characterization, Character Actor, Film Editing, Event Planning
Education
Saint Mary's College 2007 — 2011
BA, Mass Communications
Saint Mary's College 2007 — 2011
BA, Theater
Bishop Dwenger High School 2003 — 2007
April (April Santos) Tort April (April Santos) Tort's Lincoln Financial Group Experience September 2013 - Present
Job Claims Examiner II at Lincoln Financial Group
Industry Government Administration
Experience
Lincoln Financial Group September 2013 - Present
Lincoln Financial Group August 2012 - September 2013
DFAS July 2010 - July 2012
H&M October 2008 - October 2010
Union Bank February 2008 - October 2008
Skills
Computer Literate, Customer Service, Office Administration, Administrative Support, Microsoft Office, Data Entry, Time Management, Excel, PowerPoint, Word, Typing, Teamwork
Education
San Diego State University 2006 — 2011
Bachelor of Science Business Administration, Finance
San Diego State University-California State University 2006 — 2011
Bachelor of Science, Business Administration Finance
Lincoln Financial Group September 2013 - Present
Lincoln Financial Group August 2012 - September 2013
DFAS July 2010 - July 2012
H&M October 2008 - October 2010
Union Bank February 2008 - October 2008
Skills
Computer Literate, Customer Service, Office Administration, Administrative Support, Microsoft Office, Data Entry, Time Management, Excel, PowerPoint, Word, Typing, Teamwork
Education
San Diego State University 2006 — 2011
Bachelor of Science Business Administration, Finance
San Diego State University-California State University 2006 — 2011
Bachelor of Science, Business Administration Finance
David Kraimer David Kraimer's Lincoln Financial Group Experience April 2008 - August 2010
Job Investment Management Professional
Industry Investment Management
Experience
Park Rd. LLC June 2012 - Present
ING Investment Management September 2009 - June 2012
Lincoln Financial Group April 2008 - August 2010
Skills
Mutual Funds, Fixed Income, Investments, Asset Allocation, Series 7, Series 63, Asset Management, Investment Management, Wealth Management, Alternative Investments, Securities, Financial Modeling, Financial Analysis, Separately Managed..., Series 6, Retirement Planning, Business Development, Economics, Market Research, Fixed Annuities
Education
University of Hartford (MBA) 2013 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.5
Southern Connecticut State University 1998 — 2002
Bachelor of Arts (B.A.), Liberal Arts, 3.1
Park Rd. LLC June 2012 - Present
ING Investment Management September 2009 - June 2012
Lincoln Financial Group April 2008 - August 2010
Skills
Mutual Funds, Fixed Income, Investments, Asset Allocation, Series 7, Series 63, Asset Management, Investment Management, Wealth Management, Alternative Investments, Securities, Financial Modeling, Financial Analysis, Separately Managed..., Series 6, Retirement Planning, Business Development, Economics, Market Research, Fixed Annuities
Education
University of Hartford (MBA) 2013 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.5
Southern Connecticut State University 1998 — 2002
Bachelor of Arts (B.A.), Liberal Arts, 3.1
Tim O'Connell, CLTC Tim O'Connell, CLTC's Lincoln Financial Group Experience March 2014 - Present
Job Internal Wholesaler at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2014 - Present
MassMutual Financial Group August 2013 - March 2014
MassMutual Financial Group June 2010 - August 2013
MetLife August 2007 - June 2010
Skills
Life Insurance, Business Case Design, Personal Finance, Concept Design, Whole Life, Retirement Planning, Fixed Annuities, Disability Insurance, 401k, Financial Advisory, Series 6, Financial Services, Securities, Long Term Care Insurance, Health Insurance, Series 63
Education
Southern Connecticut State University
Lincoln Financial Group March 2014 - Present
MassMutual Financial Group August 2013 - March 2014
MassMutual Financial Group June 2010 - August 2013
MetLife August 2007 - June 2010
Skills
Life Insurance, Business Case Design, Personal Finance, Concept Design, Whole Life, Retirement Planning, Fixed Annuities, Disability Insurance, 401k, Financial Advisory, Series 6, Financial Services, Securities, Long Term Care Insurance, Health Insurance, Series 63
Education
Southern Connecticut State University
Lynda Plante, MBA Lynda Plante, MBA's Lincoln Financial Group Experience March 1998 - March 2012
Job Deputy Director at New Hampshire State Lottery Commission
Industry Government Administration
Experience
New Hampshire State Lottery Commission August 2012 - Present
Southern New Hampshire University August 1999 - Present
Lincoln Financial Group March 1998 - March 2012
Consumer Credit Counseling Services of NH and VT July 1993 - March 1998
Skills
Leadership and Career..., Employee Engagement..., Customer Satisfaction..., Training Assessment and..., Project Management, Continuous Improvement..., Financial and Budget..., Business Continuity..., Organizational Change, Editing and Formatting, Written Communication, Metrics, Community Outreach, Employee Benefits, Finance, Budgets, Change Management, Customer Satisfaction..., Employee Training, Financial Analysis, Financial Services, Human Resources, Leadership, Management, Nonprofits, Process Improvement, Public Speaking, Recruiting, Risk Management, Staff Development, Strategic Planning, Strategy, Team Building, Training
Education
Southern New Hampshire University
MBA, Business
University of New Hampshire
BS, Consumer Studies
New Hampshire State Lottery Commission August 2012 - Present
Southern New Hampshire University August 1999 - Present
Lincoln Financial Group March 1998 - March 2012
Consumer Credit Counseling Services of NH and VT July 1993 - March 1998
Skills
Leadership and Career..., Employee Engagement..., Customer Satisfaction..., Training Assessment and..., Project Management, Continuous Improvement..., Financial and Budget..., Business Continuity..., Organizational Change, Editing and Formatting, Written Communication, Metrics, Community Outreach, Employee Benefits, Finance, Budgets, Change Management, Customer Satisfaction..., Employee Training, Financial Analysis, Financial Services, Human Resources, Leadership, Management, Nonprofits, Process Improvement, Public Speaking, Recruiting, Risk Management, Staff Development, Strategic Planning, Strategy, Team Building, Training
Education
Southern New Hampshire University
MBA, Business
University of New Hampshire
BS, Consumer Studies
Judi Schmitz Judi Schmitz's Lincoln Financial Group Experience January 2009 - May 2011
Job Assistant Controller at Travel & Transport
Industry Financial Services
Experience
Travel & Transport June 2011 - Present
Lincoln Financial Group January 2009 - May 2011
Central States Indemnity May 1998 - December 2009
Skills
Budgets, Contract Negotiation, Sales, Account Management, Process Improvement, Consolidated Financial..., New Business Development, Negotiation, Financial Analysis, Microsoft Excel, Statutory Accounting, Management
Education
Simpson College 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Accounting
Travel & Transport June 2011 - Present
Lincoln Financial Group January 2009 - May 2011
Central States Indemnity May 1998 - December 2009
Skills
Budgets, Contract Negotiation, Sales, Account Management, Process Improvement, Consolidated Financial..., New Business Development, Negotiation, Financial Analysis, Microsoft Excel, Statutory Accounting, Management
Education
Simpson College 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Accounting
Namita Hirang Patel Namita Hirang Patel's Lincoln Financial Group Experience April 2014 - Present
Job AVP, Operations and Project Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2014 - Present
Lincoln Financial Advisors September 2001 - March 2014
Skills
Strategic Thinking, Team Leadership, Critical Thinking, Intellectually Curious, Series 7, Financial Services, Series 24, Risk Management, Process Improvement, Life Insurance, Finance, Relationship Management, Operations Management, Coaching, Budgets, Team Building, Customer Service, Change Management
Education
Sardar Patel University 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance and Personnel Management
Lincoln Financial Group April 2014 - Present
Lincoln Financial Advisors September 2001 - March 2014
Skills
Strategic Thinking, Team Leadership, Critical Thinking, Intellectually Curious, Series 7, Financial Services, Series 24, Risk Management, Process Improvement, Life Insurance, Finance, Relationship Management, Operations Management, Coaching, Budgets, Team Building, Customer Service, Change Management
Education
Sardar Patel University 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance and Personnel Management
andrew wehr andrew wehr's Lincoln Financial Group Experience April 1999 - October 2006
Job Regional Sales Director at Interactive Advisory Software
Industry Information Technology and Services
Experience
Interactive Advisory Software March 2013 - Present
Pierce Professional Resources April 2012 - February 2013
eMoney Advisor November 2006 - March 2012
Lincoln Financial Group April 1999 - October 2006
Skills
Product Marketing, Sales Management, Direct Sales, Customer Relations, Account Management, New Business Development, Insurance, Consultative Selling, Customer Service, Selling, Cold Calling, Sales, Wealth Management, Strategy, Marketing, Strategic Financial..., Management, Salesforce.com, Team Leadership, CRM, Business Development, Recruiting
Education
Slippery Rock University of Pennsylvania 1994 — 1997
BSBA, marketing
Interactive Advisory Software March 2013 - Present
Pierce Professional Resources April 2012 - February 2013
eMoney Advisor November 2006 - March 2012
Lincoln Financial Group April 1999 - October 2006
Skills
Product Marketing, Sales Management, Direct Sales, Customer Relations, Account Management, New Business Development, Insurance, Consultative Selling, Customer Service, Selling, Cold Calling, Sales, Wealth Management, Strategy, Marketing, Strategic Financial..., Management, Salesforce.com, Team Leadership, CRM, Business Development, Recruiting
Education
Slippery Rock University of Pennsylvania 1994 — 1997
BSBA, marketing
Adaline Zacher Adaline Zacher's Lincoln Financial Group Experience October 2006 - May 2008
Job National Accounts, Associate Account Manager
Industry Insurance
Experience
Kaiser Permanente September 2012 - Present
Kaiser Permanente April 2011 - September 2012
Kaiser Permanente February 2009 - March 2011
Professional Innovations, Inc. May 2008 - October 2008
Lincoln Financial Group October 2006 - May 2008
Fullerton & Company October 2004 - July 2006
Skills
Health Insurance, Account Management, Strategic Planning, Salesforce.com, Healthcare, Employee Benefits, Customer Service, Marketing, Analytics, Insurance, Building Relationships, Sales Presentations, Project Management, Marketing Communications, Event Planning, Recruiting, Cross-functional Team..., Public Speaking, Sales Operations, Process Improvement, Leadership
Education
Santa Clara University 2000 — 2004
BA, Communication
Kaiser Permanente September 2012 - Present
Kaiser Permanente April 2011 - September 2012
Kaiser Permanente February 2009 - March 2011
Professional Innovations, Inc. May 2008 - October 2008
Lincoln Financial Group October 2006 - May 2008
Fullerton & Company October 2004 - July 2006
Skills
Health Insurance, Account Management, Strategic Planning, Salesforce.com, Healthcare, Employee Benefits, Customer Service, Marketing, Analytics, Insurance, Building Relationships, Sales Presentations, Project Management, Marketing Communications, Event Planning, Recruiting, Cross-functional Team..., Public Speaking, Sales Operations, Process Improvement, Leadership
Education
Santa Clara University 2000 — 2004
BA, Communication
Danielle Gannon Danielle Gannon's Lincoln Financial Group Experience June 2012 - Present
Job Actuarial Analyst II at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2012 - Present
Saint Mary's College January 2012 - May 2012
Saint Mary's College August 2010 - May 2012
Saint Mary's College August 2009 - May 2012
Purdue University May 2010 - July 2010
Skills
SAS, Triton Valuation..., MG ALFA, Polysystems Valuation..., Excel, Access, Data Analysis, Research, Mac OS X, Windows, Java, LaTeX, Spanish, Teaching, Outlook, Word, PowerPoint
Education
Saint Mary's College 2008 — 2012
Bachelor of Arts, Statistics and Actuarial Mathematics
Lincoln Financial Group June 2012 - Present
Saint Mary's College January 2012 - May 2012
Saint Mary's College August 2010 - May 2012
Saint Mary's College August 2009 - May 2012
Purdue University May 2010 - July 2010
Skills
SAS, Triton Valuation..., MG ALFA, Polysystems Valuation..., Excel, Access, Data Analysis, Research, Mac OS X, Windows, Java, LaTeX, Spanish, Teaching, Outlook, Word, PowerPoint
Education
Saint Mary's College 2008 — 2012
Bachelor of Arts, Statistics and Actuarial Mathematics
Leonard Silon Leonard Silon's Lincoln Financial Group Experience March 2011 - November 2011
Job Salesforce.com Admin at HTH Worldwide
Industry Media Production
Experience
HTH Worldwide May 2015 - Present
Advance Central Services, Inc. May 2012 - May 2015
Barclaycard US November 2011 - March 2012
Lincoln Financial Group March 2011 - November 2011
Lincoln Financial Distributors November 2007 - May 2011
Lincoln Financial Network October 2006 - November 2007
Lincoln Financial Advisors December 2004 - October 2006
FedEx October 2003 - November 2004
Wal-Mart Stores Inc May 2003 - October 2003
Sprint PCS June 2001 - December 2002
Skills
Salesforce.com, Business Analysis, Business Requirements, Testing, Visio, Insurance, Access, Training, CRM, Management, Project Management, Information Technology, Enterprise Software, Business Process, Vendor Management, Financial Services, Process Improvement, Team Leadership, SDLC, Customer Service, Program Management, Digital Media, Social Media, Quality Assurance, Software Documentation
Education
Stevens Institute of Technology 1998 — 2000
Masters of Science, Information Science; Information Management, 3.5
Sonoma State University 1987 — 1989
Bachelor of Science, Applied Mathematics; Computer Science, Math
Western Kentucky University 1981 — 1984
Math, Computer Science
HTH Worldwide May 2015 - Present
Advance Central Services, Inc. May 2012 - May 2015
Barclaycard US November 2011 - March 2012
Lincoln Financial Group March 2011 - November 2011
Lincoln Financial Distributors November 2007 - May 2011
Lincoln Financial Network October 2006 - November 2007
Lincoln Financial Advisors December 2004 - October 2006
FedEx October 2003 - November 2004
Wal-Mart Stores Inc May 2003 - October 2003
Sprint PCS June 2001 - December 2002
Skills
Salesforce.com, Business Analysis, Business Requirements, Testing, Visio, Insurance, Access, Training, CRM, Management, Project Management, Information Technology, Enterprise Software, Business Process, Vendor Management, Financial Services, Process Improvement, Team Leadership, SDLC, Customer Service, Program Management, Digital Media, Social Media, Quality Assurance, Software Documentation
Education
Stevens Institute of Technology 1998 — 2000
Masters of Science, Information Science; Information Management, 3.5
Sonoma State University 1987 — 1989
Bachelor of Science, Applied Mathematics; Computer Science, Math
Western Kentucky University 1981 — 1984
Math, Computer Science
Alison Bitton's Lincoln Financial Group Experience September 2013 - Present
Job Multimedia Producer at Lincoln Financial Group
Industry Media Production
Experience
Lincoln Financial Group September 2013 - Present
Lincoln Financial Group June 2012 - September 2013
Bayview Group Agency June 2010 - July 2012
Monetate, Inc. February 2012 - June 2012
Power Design February 2010 - May 2010
21xdesign September 2009 - January 2010
Anthem Institute March 2009 - July 2009
Bayview Group Agency June 2008 - July 2009
Graj + Gustavsen Inc. (G+G) April 2007 - August 2007
Skills
After Effects, Final Cut Pro, Premiere, Photoshop, InDesign, Illustrator, QuarkXPress, Microsoft Office, Dreamweaver
Education
School of Visual Arts 2004 — 2008
BFA, graphic/motion design
Design and Architecture Senior High 2001 — 2004
High School Diploma, Graphic Design
Lincoln Financial Group September 2013 - Present
Lincoln Financial Group June 2012 - September 2013
Bayview Group Agency June 2010 - July 2012
Monetate, Inc. February 2012 - June 2012
Power Design February 2010 - May 2010
21xdesign September 2009 - January 2010
Anthem Institute March 2009 - July 2009
Bayview Group Agency June 2008 - July 2009
Graj + Gustavsen Inc. (G+G) April 2007 - August 2007
Skills
After Effects, Final Cut Pro, Premiere, Photoshop, InDesign, Illustrator, QuarkXPress, Microsoft Office, Dreamweaver
Education
School of Visual Arts 2004 — 2008
BFA, graphic/motion design
Design and Architecture Senior High 2001 — 2004
High School Diploma, Graphic Design
Deanna Higgins Deanna Higgins's Lincoln Financial Group Experience August 2011 - Present
Job Premier Partner Executive Service Center at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2011 - Present
Lincoln Financial Group December 2009 - August 2011
Skechers October 2009 - September 2010
Skills
Customer Service, Microsoft Office, Life Insurance, Manage Client..., Public Speaking, Oral & Written..., Access, Call Centers, Insurance, Management, Microsoft Excel, Process Improvement, Sales, Team Building
Education
Southern New Hampshire University 2011 — 2015
Winnisquam Regional High School 2003 — 2007
Lincoln Financial Group August 2011 - Present
Lincoln Financial Group December 2009 - August 2011
Skechers October 2009 - September 2010
Skills
Customer Service, Microsoft Office, Life Insurance, Manage Client..., Public Speaking, Oral & Written..., Access, Call Centers, Insurance, Management, Microsoft Excel, Process Improvement, Sales, Team Building
Education
Southern New Hampshire University 2011 — 2015
Winnisquam Regional High School 2003 — 2007
Matt Homa Matt Homa's Lincoln Financial Group Experience August 2010 - April 2013
Job Regional Vice President, Prudential Annuities
Industry Financial Services
Experience
Prudential Financial May 2015 - Present
Allianz Life Financial Services September 2014 - May 2015
Forethought Financial Group, Inc. May 2013 - September 2014
Lincoln Financial Group August 2010 - April 2013
ING October 2002 - August 2010
ING May 2001 - October 2002
PLANCO August 1999 - May 2001
Skills
Sales, Sales Presentation..., Sales Prospecting, Outstanding..., Building Relationships, Financial Services, Variable Annuities, Investments, Sales Process, Mutual Funds, Series 65, Fixed Annuities, Insurance, Retirement, Financial Advisory, Sales Operations, Series 6, Series 63
Education
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), History, Secondary Education
Prudential Financial May 2015 - Present
Allianz Life Financial Services September 2014 - May 2015
Forethought Financial Group, Inc. May 2013 - September 2014
Lincoln Financial Group August 2010 - April 2013
ING October 2002 - August 2010
ING May 2001 - October 2002
PLANCO August 1999 - May 2001
Skills
Sales, Sales Presentation..., Sales Prospecting, Outstanding..., Building Relationships, Financial Services, Variable Annuities, Investments, Sales Process, Mutual Funds, Series 65, Fixed Annuities, Insurance, Retirement, Financial Advisory, Sales Operations, Series 6, Series 63
Education
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), History, Secondary Education
Steve Dovey Steve Dovey's Lincoln Financial Group Experience June 2008 - Present
Job VP at Lincoln Financial Group (Head of HR Operations and Service Delivery)
Industry Human Resources
Experience
Lincoln Financial Group June 2008 - Present
Genesis HealthCare June 2003 - June 2008
Genesis HealthCare January 2001 - June 2003
Genesis HealthCare May 1995 - January 2001
Best Products Co, Inc 1984 - 1993
ABC, Inc 1979 - 1984
Skills
Time Management, Financial Services, Service Bureau, Call Center, Payroll, Benefits Administration, Employee Benefits, Accounts Payable, System Administration, PeopleSoft, HRIS, Performance Management, Strategic Planning, Process Improvement, Healthcare, Onboarding, Deferred Compensation, Team Building, Human Resources, Employee Relations, Call Centers, Management, Succession Planning
Education
Shippensburg University of Pennsylvania 1975 — 1979
BA
Lincoln Financial Group June 2008 - Present
Genesis HealthCare June 2003 - June 2008
Genesis HealthCare January 2001 - June 2003
Genesis HealthCare May 1995 - January 2001
Best Products Co, Inc 1984 - 1993
ABC, Inc 1979 - 1984
Skills
Time Management, Financial Services, Service Bureau, Call Center, Payroll, Benefits Administration, Employee Benefits, Accounts Payable, System Administration, PeopleSoft, HRIS, Performance Management, Strategic Planning, Process Improvement, Healthcare, Onboarding, Deferred Compensation, Team Building, Human Resources, Employee Relations, Call Centers, Management, Succession Planning
Education
Shippensburg University of Pennsylvania 1975 — 1979
BA
Kevin Curran, CFA's Lincoln Financial Group Experience January 2008 - July 2011
Job Liquidity Risk Oversight at BMO Financial Group
Industry Banking
Experience
BMO Financial Group September 2014 - Present
Federal Reserve Bank of Chicago July 2011 - September 2014
Lincoln Financial Group January 2008 - July 2011
BMO Capital Markets July 2001 - January 2008
Skills
Portfolio Management, Investments, Forecasting, Analysis, Liquidity Management
Education
Saint Xavier University 2004 — 2006
MBA, Financial Analysis & Investments
St. Ambrose University 1997 — 2001
BA, Finance
BMO Financial Group September 2014 - Present
Federal Reserve Bank of Chicago July 2011 - September 2014
Lincoln Financial Group January 2008 - July 2011
BMO Capital Markets July 2001 - January 2008
Skills
Portfolio Management, Investments, Forecasting, Analysis, Liquidity Management
Education
Saint Xavier University 2004 — 2006
MBA, Financial Analysis & Investments
St. Ambrose University 1997 — 2001
BA, Finance
Jeff Carleton Jeff Carleton's Lincoln Financial Group Experience October 1990 - November 2002
Job SVP/General Manager at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services April 2010 - Present
Penn Mutual October 2006 - January 2009
Penn Mutual Life Insurance Company 2006 - 2009
The Hartford 2004 - 2006
MassMutual 2002 - 2004
Lincoln Financial Group October 1990 - November 2002
Equitable Life 1986 - 1991
Skills
Insurance, Strategic Planning, Customer Relations, Account Management, New Business Development, Life Insurance, Fixed Annuities
Education
University of Colorado Denver 1991 — 1996
MBA, Finance, General
Shippensburg University of Pennsylvania 1976 — 1979
BA, Political Science, History, French
The American College
CLU, ChFC
Crump Life Insurance Services April 2010 - Present
Penn Mutual October 2006 - January 2009
Penn Mutual Life Insurance Company 2006 - 2009
The Hartford 2004 - 2006
MassMutual 2002 - 2004
Lincoln Financial Group October 1990 - November 2002
Equitable Life 1986 - 1991
Skills
Insurance, Strategic Planning, Customer Relations, Account Management, New Business Development, Life Insurance, Fixed Annuities
Education
University of Colorado Denver 1991 — 1996
MBA, Finance, General
Shippensburg University of Pennsylvania 1976 — 1979
BA, Political Science, History, French
The American College
CLU, ChFC
Frank Deschenes Frank Deschenes's Lincoln Financial Group Experience June 2014 - Present
Job Consultant, Relationship Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group July 2010 - June 2014
PC Connection July 2008 - May 2009
Skills
Series 6, Customer Service, Life Insurance, Variable Products, Manage Client..., Problem Solving, Research, Oral & Written..., Insurance
Education
University of New Hampshire 2004 — 2008
Bachelor's degree, American History (United States)
Southern New Hampshire University 2014 — 2018
Master of Business Administration (MBA), Finance, General
Masconomet Regional Highschool
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group July 2010 - June 2014
PC Connection July 2008 - May 2009
Skills
Series 6, Customer Service, Life Insurance, Variable Products, Manage Client..., Problem Solving, Research, Oral & Written..., Insurance
Education
University of New Hampshire 2004 — 2008
Bachelor's degree, American History (United States)
Southern New Hampshire University 2014 — 2018
Master of Business Administration (MBA), Finance, General
Masconomet Regional Highschool
Kathryn Cave's Lincoln Financial Group Experience January 1998 - Present
Job Policy and Procedure Technical Specialist at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group January 1998 - Present
Lincoln Financial Group June 2011 - January 2013
Lincoln Financial Group October 2009 - June 2011
Lincoln Financial Group January 1998 - October 2009
Skills
Employee Benefits, Risk Management, Claim, Disability Insurance, Insurance, Claims Management, Process Improvement, Training, Analysis, Software Documentation, Life Insurance, Underwriting, Critical Illness, Performance Management, Strategy, CRM, Coaching, Property & Casualty..., Call Center, Disabilities, Outlook, Accident Insurance, Mentoring New Hires, Project Delivery, Business Requirements, Interviewing Skills, Call Centers
Education
Southeast Community College 1995 — 1998
Biotechnology
Lincoln Financial Group January 1998 - Present
Lincoln Financial Group June 2011 - January 2013
Lincoln Financial Group October 2009 - June 2011
Lincoln Financial Group January 1998 - October 2009
Skills
Employee Benefits, Risk Management, Claim, Disability Insurance, Insurance, Claims Management, Process Improvement, Training, Analysis, Software Documentation, Life Insurance, Underwriting, Critical Illness, Performance Management, Strategy, CRM, Coaching, Property & Casualty..., Call Center, Disabilities, Outlook, Accident Insurance, Mentoring New Hires, Project Delivery, Business Requirements, Interviewing Skills, Call Centers
Education
Southeast Community College 1995 — 1998
Biotechnology
EYanesha Reid EYanesha Reid's Lincoln Financial Group Experience February 2009 - November 2012
Job Process Engineer
Industry Management Consulting
Experience
Wells Fargo January 2014 - Present
Enough is Enough August 2010 - Present
Celerity November 2012 - December 2013
Lincoln Financial Group February 2009 - November 2012
Lincoln Financial Group August 2007 - February 2009
Skills
Certified Green Belt, Helix, Change Management, PMO, Six Sigma, Business Transformation, Business Process..., Business Process, SDLC, Requirements Gathering, PMP, IT Strategy, Consulting, Management Consulting, Process Engineering, Visio, SharePoint, Process Management, Business Process Mapping, Operational Excellence, Business Process Design, Business Process...
Education
Shaw University 2000 — 2005
Bachelor of Arts (BA), Criminal Justice/Accounting
Lexington Senior High 1995 — 1999
Wells Fargo January 2014 - Present
Enough is Enough August 2010 - Present
Celerity November 2012 - December 2013
Lincoln Financial Group February 2009 - November 2012
Lincoln Financial Group August 2007 - February 2009
Skills
Certified Green Belt, Helix, Change Management, PMO, Six Sigma, Business Transformation, Business Process..., Business Process, SDLC, Requirements Gathering, PMP, IT Strategy, Consulting, Management Consulting, Process Engineering, Visio, SharePoint, Process Management, Business Process Mapping, Operational Excellence, Business Process Design, Business Process...
Education
Shaw University 2000 — 2005
Bachelor of Arts (BA), Criminal Justice/Accounting
Lexington Senior High 1995 — 1999
Sara Borghesi Sara Borghesi's Lincoln Financial Group Experience August 2013 - Present
Job Compliance Specialist at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2013 - Present
The Hartford Life Insurance Co January 2008 - Present
Fidelity Investments January 2006 - January 2008
Coleman Financial Advisory Group January 2004 - January 2005
Skills
401k, Leadership, Customer Service, Series 7, Series 63, Sales, Training, Relationship Management, Mutual Funds, Insurance, Finance, FINRA
Education
Salve Regina University 2000 — 2004
BS Business Administration, Business
University of Hartford
Master of Business Administration (MBA)
Lincoln Financial Group August 2013 - Present
The Hartford Life Insurance Co January 2008 - Present
Fidelity Investments January 2006 - January 2008
Coleman Financial Advisory Group January 2004 - January 2005
Skills
401k, Leadership, Customer Service, Series 7, Series 63, Sales, Training, Relationship Management, Mutual Funds, Insurance, Finance, FINRA
Education
Salve Regina University 2000 — 2004
BS Business Administration, Business
University of Hartford
Master of Business Administration (MBA)
Anthony Scarelli Anthony Scarelli's Lincoln Financial Group Experience June 2008 - January 2010
Job Life Insurance Planning Consultant
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments May 2013 - June 2015
Fidelity Investments February 2010 - May 2013
Lincoln Financial Group June 2008 - January 2010
Skills
Customer Service, Insurance, Presentations, PowerPoint, Microsoft Excel, Outlook, Series 63, Training, Life & Health Insurance..., Call Center, Microsoft Office, Microsoft Word, Series 6, Customer Satisfaction, Management
Education
Southern New Hampshire University 2010 — 2014
Master of Business Administration (MBA), Finance, General, 3.616
University of New Hampshire-Manchester 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Fidelity Investments June 2015 - Present
Fidelity Investments May 2013 - June 2015
Fidelity Investments February 2010 - May 2013
Lincoln Financial Group June 2008 - January 2010
Skills
Customer Service, Insurance, Presentations, PowerPoint, Microsoft Excel, Outlook, Series 63, Training, Life & Health Insurance..., Call Center, Microsoft Office, Microsoft Word, Series 6, Customer Satisfaction, Management
Education
Southern New Hampshire University 2010 — 2014
Master of Business Administration (MBA), Finance, General, 3.616
University of New Hampshire-Manchester 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Laurel O'Brien's Lincoln Financial Group Experience 2005 - 2012
Job Communications Strategy | Executive Visibility | Financial Communications
Industry Financial Services
Experience
Prudential Financial 2013 - Present
Lincoln Financial Group 2005 - 2012
St. Joseph's University, Temple University, Villanova University 2002 - 2006
Nuveen Investments 1999 - 2005
First Union Corp / CoreStates Financial Corp 1996 - 1999
Robert Morris Associates 1995 - 1996
ASTM (American Society for Testing and Materials) 1986 - 1995
Skills
Strategic Communications, Media Relations, Speech Writing, Internal Communications, Reputation Management, Crisis Communications, Change Communications, Public Relations, Organizational..., Executive Visibility, Executive Coaching, Financial Communications, Transaction..., Corporate Social..., Teaching & Mentoring, Leadership, Communications Planning, Corporate Communications, Marketing Communications, Messaging, Direct Marketing, Social Media Marketing, Press Releases, Financial Services, Strategy
Education
Temple University
Master of Journalism (MJ), Strategic Communications
Smith College
Bachelor of Arts (B.A.), Double Major: Political Science and French Literature
Prudential Financial 2013 - Present
Lincoln Financial Group 2005 - 2012
St. Joseph's University, Temple University, Villanova University 2002 - 2006
Nuveen Investments 1999 - 2005
First Union Corp / CoreStates Financial Corp 1996 - 1999
Robert Morris Associates 1995 - 1996
ASTM (American Society for Testing and Materials) 1986 - 1995
Skills
Strategic Communications, Media Relations, Speech Writing, Internal Communications, Reputation Management, Crisis Communications, Change Communications, Public Relations, Organizational..., Executive Visibility, Executive Coaching, Financial Communications, Transaction..., Corporate Social..., Teaching & Mentoring, Leadership, Communications Planning, Corporate Communications, Marketing Communications, Messaging, Direct Marketing, Social Media Marketing, Press Releases, Financial Services, Strategy
Education
Temple University
Master of Journalism (MJ), Strategic Communications
Smith College
Bachelor of Arts (B.A.), Double Major: Political Science and French Literature
Alicia Rainville Alicia Rainville's Lincoln Financial Group Experience June 2008 - Present
Job Senior New Business Associate
Industry Financial Services
Experience
myhiketales.wordpress.com August 2012 - Present
Lincoln Financial Group June 2008 - Present
Littleton Coin Company Advertising September 2001 - June 2008
Skills
Advertising, Marketing, Social Media, Social Media Marketing, Lead Generation, Marketing Strategy, Direct Marketing, Public Relations, Marketing Communications, Email Marketing, Print, Media Buying, Blogging, Strategic Planning, Direct Mail, Online Marketing, Market Research, Hiking, Outdoors, Life Insurance
Education
Southern New Hampshire University 2010 — 2014
Bachelor's Degree, Marketing
New Hampshire Community Technical College 1999 — 2003
Associate of Arts (AA), Business Management
New Hampshire College 1998 — 1999
Business Administration
myhiketales.wordpress.com August 2012 - Present
Lincoln Financial Group June 2008 - Present
Littleton Coin Company Advertising September 2001 - June 2008
Skills
Advertising, Marketing, Social Media, Social Media Marketing, Lead Generation, Marketing Strategy, Direct Marketing, Public Relations, Marketing Communications, Email Marketing, Print, Media Buying, Blogging, Strategic Planning, Direct Mail, Online Marketing, Market Research, Hiking, Outdoors, Life Insurance
Education
Southern New Hampshire University 2010 — 2014
Bachelor's Degree, Marketing
New Hampshire Community Technical College 1999 — 2003
Associate of Arts (AA), Business Management
New Hampshire College 1998 — 1999
Business Administration
Clint Campbell's Lincoln Financial Group Experience 2004 - 2006
Job Business Development Manager Wealth Management, CUSO Financial Services, L.P. at University Federal Credit Union
Industry Financial Services
Experience
University Federal Credit Union January 2013 - Present
Campbell Advisory Group LLC January 2007 - December 2012
MHN Government Services 2009 - 2012
Lincoln Financial Group 2004 - 2006
Lincoln Financial Group 2003 - 2004
1st Global 2000 - 2003
Skills
Series 66, Series 7, Retirement Planning, Wealth Management, Series 63, Certified Financial..., Public Speaking, Retirement Plan..., Investment Management, Business Development, Credit Counseling, Insurance, Personal Financial..., Business Continuity, Financial Advisory, Financial Planning, Investments, Financial Services, Portfolio Management
Education
Southern Methodist University - Cox School of Business 1998 — 2001
MBA, Finance, Investments
Texas State University-San Marcos 1992 — 1996
BBA, Business Administration and Management
University Federal Credit Union January 2013 - Present
Campbell Advisory Group LLC January 2007 - December 2012
MHN Government Services 2009 - 2012
Lincoln Financial Group 2004 - 2006
Lincoln Financial Group 2003 - 2004
1st Global 2000 - 2003
Skills
Series 66, Series 7, Retirement Planning, Wealth Management, Series 63, Certified Financial..., Public Speaking, Retirement Plan..., Investment Management, Business Development, Credit Counseling, Insurance, Personal Financial..., Business Continuity, Financial Advisory, Financial Planning, Investments, Financial Services, Portfolio Management
Education
Southern Methodist University - Cox School of Business 1998 — 2001
MBA, Finance, Investments
Texas State University-San Marcos 1992 — 1996
BBA, Business Administration and Management
Chase Daniels Chase Daniels's Lincoln Financial Group Experience July 2009 - June 2013
Job Program Director at Entercom
Industry Broadcast Media
Experience
Entercom April 2015 - Present
Entercom March 2015 - Present
Entercom March 2015 - Present
Entercom June 2013 - Present
Lincoln Financial Group July 2009 - June 2013
Red Wolf Broadcasting July 2009 - July 2012
Dittman Broadcasting 2009 - May 2012
Cox Radio June 2004 - June 2009
Cox Radio February 2009 - May 2009
Cox Radio June 2001 - October 2004
Skills
Radio, Editing, Music Scheduling, Music, Entertainment, Radio Broadcasting, Broadcast, Adobe Audition, Radio Producing, Radio Host, Radio Promotions, Radio Advertising, Radio Programming, Voice Over, Audio Editing, Television, Voice Acting, Digital Media, AudioVault, NexGen, New Media, Social Media, Social Media Marketing, Broadcast Journalism
Education
Santa Fe Community College 2002 — 2003
ACDS 1998 — 2002
High School Diploma
Entercom April 2015 - Present
Entercom March 2015 - Present
Entercom March 2015 - Present
Entercom June 2013 - Present
Lincoln Financial Group July 2009 - June 2013
Red Wolf Broadcasting July 2009 - July 2012
Dittman Broadcasting 2009 - May 2012
Cox Radio June 2004 - June 2009
Cox Radio February 2009 - May 2009
Cox Radio June 2001 - October 2004
Skills
Radio, Editing, Music Scheduling, Music, Entertainment, Radio Broadcasting, Broadcast, Adobe Audition, Radio Producing, Radio Host, Radio Promotions, Radio Advertising, Radio Programming, Voice Over, Audio Editing, Television, Voice Acting, Digital Media, AudioVault, NexGen, New Media, Social Media, Social Media Marketing, Broadcast Journalism
Education
Santa Fe Community College 2002 — 2003
ACDS 1998 — 2002
High School Diploma
Christopher Stark's Lincoln Financial Group Experience May 2007 - September 2007
Job Senior Analyst, Global Site Conversion at Nike
Industry Marketing and Advertising
Experience
Nike April 2013 - Present
Oakley December 2011 - March 2013
Earthbound Media Group September 2009 - September 2011
Lincoln Financial Group May 2007 - September 2007
Skills
Web Analytics, Omniture, Coremetrics Analytics, Google Analytics, A/B testing, Multivariate Testing, Google Website Optimizer, Google Webmaster Tools, SEO, SEM, Google Adwords, E-commerce, Digital Strategy, Conversion Optimization, Tealeaf, Tableau, PPC, Mobile Marketing, Online Marketing, CQ5, Social Media Marketing, Yahoo Search Marketing, Keyword Advertising, Search Engine..., MSN AdCenter, Landing Page..., Search Advertising, CPL, CMS, Digital Marketing, CRM, Web Marketing
Education
University of California, Irvine 2014 — 2016
Predictive Analytics and Data Science
San Diego State University-California State University 2003 — 2007
BS, Business Administration; Marketing
Nike April 2013 - Present
Oakley December 2011 - March 2013
Earthbound Media Group September 2009 - September 2011
Lincoln Financial Group May 2007 - September 2007
Skills
Web Analytics, Omniture, Coremetrics Analytics, Google Analytics, A/B testing, Multivariate Testing, Google Website Optimizer, Google Webmaster Tools, SEO, SEM, Google Adwords, E-commerce, Digital Strategy, Conversion Optimization, Tealeaf, Tableau, PPC, Mobile Marketing, Online Marketing, CQ5, Social Media Marketing, Yahoo Search Marketing, Keyword Advertising, Search Engine..., MSN AdCenter, Landing Page..., Search Advertising, CPL, CMS, Digital Marketing, CRM, Web Marketing
Education
University of California, Irvine 2014 — 2016
Predictive Analytics and Data Science
San Diego State University-California State University 2003 — 2007
BS, Business Administration; Marketing
Robert S Beadle Robert S Beadle's Lincoln Financial Group Experience August 2001 - March 2002
Job Entrepreneur/Production
Industry Financial Services
Experience
Sheldon Realty March 2009 - Present
Sheldon Realty Development, Ltd March 2009 - Present
The Epiphany Group, LLC March 2006 - Present
Ryan & Company January 2004 - January 2006
Lincoln Financial Group August 2001 - March 2002
Parkland County Hospital September 1999 - April 2001
Education
Southern Methodist University 1999 — 2003
bba, Financial Account/Economics
Southern Methodist University 1999 — 2003
BBA; Arts, Finance; Accounting; and Humanities
Sheldon Realty March 2009 - Present
Sheldon Realty Development, Ltd March 2009 - Present
The Epiphany Group, LLC March 2006 - Present
Ryan & Company January 2004 - January 2006
Lincoln Financial Group August 2001 - March 2002
Parkland County Hospital September 1999 - April 2001
Education
Southern Methodist University 1999 — 2003
bba, Financial Account/Economics
Southern Methodist University 1999 — 2003
BBA; Arts, Finance; Accounting; and Humanities
Kamarlia Reid, ALMI, ACS Kamarlia Reid, ALMI, ACS's Lincoln Financial Group Experience July 2004 - Present
Job Member Board of Directors at Cultural Dance Troupe of the West Indies
Industry Financial Services
Experience
Cultural Dance Troupe of the West Indies 2015 - Present
Lincoln Financial Group July 2004 - Present
Prudential Financial January 2002 - June 2004
Skills
Leadership, Customer Service, New Business Development, Insurance, Nonprofits, Process Improvement, Retirement, Investments, Relationship Management, Risk Management, Financial Services, Underwriting, Life Insurance, Mutual Funds
Education
Hartford Public High
Southern Connecticut State University
Cultural Dance Troupe of the West Indies 2015 - Present
Lincoln Financial Group July 2004 - Present
Prudential Financial January 2002 - June 2004
Skills
Leadership, Customer Service, New Business Development, Insurance, Nonprofits, Process Improvement, Retirement, Investments, Relationship Management, Risk Management, Financial Services, Underwriting, Life Insurance, Mutual Funds
Education
Hartford Public High
Southern Connecticut State University
Debbie Cary Debbie Cary's Lincoln Financial Group Experience June 1992 - January 1998
Job Reliant Medical Group
Industry Accounting
Experience
Reliant Medical Group April 2015 - Present
RE/MAX September 2014 - Present
Open Door Real Estate July 2010 - September 2014
Symantec September 2000 - October 2002
Symantec May 1999 - September 2000
Symantec July 1998 - May 1999
Palo Alto Medical Foundation March 1991 - June 1998
Lincoln Financial Group June 1992 - January 1998
Skills
Microsoft Office, Oracle Financials, Customer Service, Accounting, Accounts Payable, Process Improvement, Budgets, Financial Reporting, QuickBooks, General Ledger, Real Estate, Account Reconciliation, Account Management, Analysis, Variance Analysis, Microsoft Excel
Education
San Jose State University 1990 — 1997
BS, Accounting
Notre Dame High School 1986 — 1990
High school diploma, Accounting and Finance
Reliant Medical Group April 2015 - Present
RE/MAX September 2014 - Present
Open Door Real Estate July 2010 - September 2014
Symantec September 2000 - October 2002
Symantec May 1999 - September 2000
Symantec July 1998 - May 1999
Palo Alto Medical Foundation March 1991 - June 1998
Lincoln Financial Group June 1992 - January 1998
Skills
Microsoft Office, Oracle Financials, Customer Service, Accounting, Accounts Payable, Process Improvement, Budgets, Financial Reporting, QuickBooks, General Ledger, Real Estate, Account Reconciliation, Account Management, Analysis, Variance Analysis, Microsoft Excel
Education
San Jose State University 1990 — 1997
BS, Accounting
Notre Dame High School 1986 — 1990
High school diploma, Accounting and Finance
Bernadette Miller Bernadette Miller's Lincoln Financial Group Experience 2007 - 2010
Job (formerly) HR Coordinator at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group 2007 - 2010
Education
Smith College 1987 — 1990
B.A., English Literature
Lincoln Financial Group 2007 - 2010
Education
Smith College 1987 — 1990
B.A., English Literature
Sabrina Antoine's Lincoln Financial Group Experience 2013 - 2014
Job Opportunity Broker at Year Up Boston
Industry Nonprofit Organization Management
Experience
Year Up 2014 - Present
Lincoln Financial Group 2013 - 2014
Lincoln Financial Group 2011 - 2014
Lincoln Financial Advisors 2012 - 2013
Lincoln Financial Group 2011 - 2012
Liberty Mutual Insurance June 2010 - August 2010
Liberty Mutual Insurance May 2009 - August 2009
BroadPR, Inc. February 2007 - August 2009
General Services Administration June 2007 - August 2007
Skills
PowerPoint, Excel, Public Speaking, Microsoft Office, Writing, Problem Solving, Customer Service, Six Sigma, Project Management, Microsoft Excel, Management, Leadership, Access, Analysis, Recruiting, Community Outreach, Training, Leadership Development, Data Analysis, Research, Nonprofits
Education
Smith College
Economics, Economics & African American Studies
University of Cape Town
isiXhosa, Economics of International Trade
Fenway High School
High School, Liberal Arts and Sciences/Liberal Studies
Year Up 2014 - Present
Lincoln Financial Group 2013 - 2014
Lincoln Financial Group 2011 - 2014
Lincoln Financial Advisors 2012 - 2013
Lincoln Financial Group 2011 - 2012
Liberty Mutual Insurance June 2010 - August 2010
Liberty Mutual Insurance May 2009 - August 2009
BroadPR, Inc. February 2007 - August 2009
General Services Administration June 2007 - August 2007
Skills
PowerPoint, Excel, Public Speaking, Microsoft Office, Writing, Problem Solving, Customer Service, Six Sigma, Project Management, Microsoft Excel, Management, Leadership, Access, Analysis, Recruiting, Community Outreach, Training, Leadership Development, Data Analysis, Research, Nonprofits
Education
Smith College
Economics, Economics & African American Studies
University of Cape Town
isiXhosa, Economics of International Trade
Fenway High School
High School, Liberal Arts and Sciences/Liberal Studies
Leigh Ann Morales Leigh Ann Morales's Lincoln Financial Group Experience January 2012 - Present
Job Director, Sales Administration at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group January 2012 - Present
Lincoln Financial Group September 2010 - January 2012
Lincoln Financial Group November 2009 - September 2010
Milestone Culinary Arts Center January 2008 - November 2009
Countrywide Home Loans August 2005 - December 2007
Countrywide Home Loans July 2003 - August 2005
Countrywide Home Loans January 2003 - July 2003
Skills
Employee Benefits, Underwriting, Insurance, CRM, Process Improvement, Strategy, Salesforce.com, Disability Insurance, Sales, Training, Life Insurance, Management, Health Insurance, Customer Service, Term Life Insurance, Sales Operations, Marketing
Education
Southern Methodist University 1998 — 2002
BBA, Finance
Lincoln Financial Group January 2012 - Present
Lincoln Financial Group September 2010 - January 2012
Lincoln Financial Group November 2009 - September 2010
Milestone Culinary Arts Center January 2008 - November 2009
Countrywide Home Loans August 2005 - December 2007
Countrywide Home Loans July 2003 - August 2005
Countrywide Home Loans January 2003 - July 2003
Skills
Employee Benefits, Underwriting, Insurance, CRM, Process Improvement, Strategy, Salesforce.com, Disability Insurance, Sales, Training, Life Insurance, Management, Health Insurance, Customer Service, Term Life Insurance, Sales Operations, Marketing
Education
Southern Methodist University 1998 — 2002
BBA, Finance
Veska Kita Veska Kita's Lincoln Financial Group Experience 2004 - 2007
Job American Capital Investment Group, President
Industry Financial Services
Experience
American Capital Investments Group August 2012 - Present
City Wildlife March 2012 - Present
AFC Asset Management January 2010 - August 2012
SunTrust Bank 2009 - 2010
First Tennessee Bank 2007 - 2007
Lincoln Financial Group 2004 - 2007
Ameriprise Financial 2001 - 2004
American Express Financial Advisors 2001 - 2004
Skills
Strategic Planning, Management, Mutual Funds, Investments, Mergers & Acquisitions, Securities, Public Speaking, Start-ups, Executive Management, Portfolio Management, Strategic Financial..., Capital Markets, Series 7, Wealth Management, Asset Management, Financial Analysis, Small Business, Private Equity, Due Diligence, Finance, Insurance, Investment Advisory, Team Building, Risk Management, Retirement Planning, Mergers, Business Planning, Asset Managment, Management Consulting, Financial Modeling, Financial Services, Financial Advisory, Estate Planning, Leadership, Asset Allocation, Strategy, Entrepreneurship, Venture Capital, Banking, Loans, Business Development
Education
Sofia University St. Kliment Ohridski 1974 — 1981
Law
Sofia University St. Kliment Ohridski 1974 — 1980
Master of Laws (LL.M.), Law
American Capital Investments Group August 2012 - Present
City Wildlife March 2012 - Present
AFC Asset Management January 2010 - August 2012
SunTrust Bank 2009 - 2010
First Tennessee Bank 2007 - 2007
Lincoln Financial Group 2004 - 2007
Ameriprise Financial 2001 - 2004
American Express Financial Advisors 2001 - 2004
Skills
Strategic Planning, Management, Mutual Funds, Investments, Mergers & Acquisitions, Securities, Public Speaking, Start-ups, Executive Management, Portfolio Management, Strategic Financial..., Capital Markets, Series 7, Wealth Management, Asset Management, Financial Analysis, Small Business, Private Equity, Due Diligence, Finance, Insurance, Investment Advisory, Team Building, Risk Management, Retirement Planning, Mergers, Business Planning, Asset Managment, Management Consulting, Financial Modeling, Financial Services, Financial Advisory, Estate Planning, Leadership, Asset Allocation, Strategy, Entrepreneurship, Venture Capital, Banking, Loans, Business Development
Education
Sofia University St. Kliment Ohridski 1974 — 1981
Law
Sofia University St. Kliment Ohridski 1974 — 1980
Master of Laws (LL.M.), Law
Bryan Fontaine's Lincoln Financial Group Experience January 2005 - Present
Job Supervisor at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group January 2005 - Present
Planet Fitness June 2004 - December 2004
Hannaford Bros. Co. July 1998 - December 2004
Skills
Social Networking, Blogging, Social Media, Facebook, Management, Customer Service, Leadership, Journalism, Public Relations, Editing, Microsoft Word, WordPress, Microsoft Excel, Advertising, Microsoft Office, Research, Creative Writing, Time Management, Podcasting, Online Advertising, NFL, SEO, Budgets, Fantasy Football, Team Management, Team Leadership, Public Speaking, Process Improvement, Business Process..., Team Motivation
Education
Southern New Hampshire University 2000 — 2004
Bachelor’s Degree, Business, Sports Management, 3.42
Lincoln Financial Group January 2005 - Present
Planet Fitness June 2004 - December 2004
Hannaford Bros. Co. July 1998 - December 2004
Skills
Social Networking, Blogging, Social Media, Facebook, Management, Customer Service, Leadership, Journalism, Public Relations, Editing, Microsoft Word, WordPress, Microsoft Excel, Advertising, Microsoft Office, Research, Creative Writing, Time Management, Podcasting, Online Advertising, NFL, SEO, Budgets, Fantasy Football, Team Management, Team Leadership, Public Speaking, Process Improvement, Business Process..., Team Motivation
Education
Southern New Hampshire University 2000 — 2004
Bachelor’s Degree, Business, Sports Management, 3.42
Bob Trucksess Bob Trucksess's Lincoln Financial Group Experience September 2013 - June 2014
Job Sr. HR Analyst at Keystone Foods
Industry Food Production
Experience
Keystone Foods June 2014 - Present
Lincoln Financial Group September 2013 - June 2014
Unisys 2006 - 2013
Unisys 2005 - 2006
Unisys 2000 - 2005
Unisys 1990 - 2000
Skills
Project Management, Customer Support, Delivering Results, Adaptability, Performance Management, Talent Management, Succession Planning, Workforce Planning, Leadership, PeopleSoft, Personnel Management, HRIS, HR Consulting, Human Resources, Cross-functional Team..., Outsourcing, HR Transformation, Organizational..., Recruiting, Organizational Design, Consulting, Employee Engagement, Process Improvement, HR Policies, Program Management, HR Metrics, HR Project Management, Management, CRM
Education
Shippensburg University of Pennsylvania
Accounting
Keystone Foods June 2014 - Present
Lincoln Financial Group September 2013 - June 2014
Unisys 2006 - 2013
Unisys 2005 - 2006
Unisys 2000 - 2005
Unisys 1990 - 2000
Skills
Project Management, Customer Support, Delivering Results, Adaptability, Performance Management, Talent Management, Succession Planning, Workforce Planning, Leadership, PeopleSoft, Personnel Management, HRIS, HR Consulting, Human Resources, Cross-functional Team..., Outsourcing, HR Transformation, Organizational..., Recruiting, Organizational Design, Consulting, Employee Engagement, Process Improvement, HR Policies, Program Management, HR Metrics, HR Project Management, Management, CRM
Education
Shippensburg University of Pennsylvania
Accounting
Kevin Donnelly, CFP®'s Lincoln Financial Group Experience January 2008 - September 2010
Job Private Client Advisor, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. September 2010 - Present
Lincoln Financial Group January 2008 - September 2010
Education
San Diego State University-California State University 2007 — 2008
Bachelor of Business Administration (B.B.A.), Financial Services
JPMorgan Chase Bank N.A. September 2010 - Present
Lincoln Financial Group January 2008 - September 2010
Education
San Diego State University-California State University 2007 — 2008
Bachelor of Business Administration (B.B.A.), Financial Services
Frank Farmer Frank Farmer's Lincoln Financial Group Experience June 2012 - Present
Job Sr. Benefits & Compensation Analyst at Lincoln Financial Group
Industry Human Resources
Experience
Lincoln Financial Group June 2012 - Present
AmerisourceBergen May 2010 - June 2012
Day & Zimmermann February 2006 - May 2010
Physiotherapy Associates January 2003 - February 2006
Cavalier Telephone April 2002 - January 2003
Dock Woods Community May 1995 - April 2002
Skills
Benefits Administration, Employee Benefits, Human Resources, Project Planning, Communication..., HRIS, Health Insurance, Healthcare, Health, Retirement Plans, Strategic Planning, Benefits Design, Compliance, Change Management, Process Improvement, Vendor Management, Benefits Communication, Public Speaking, Presentation Skills, Budgeting, Mergers, Acquisition Integration, Onboarding, Applicant Tracking..., Succession Planning, Budgets, Deferred Compensation
Education
Shippensburg University of Pennsylvania 1997 — 2001
BSBA
Lansdale Catholic High School 1990 — 1994
Lincoln Financial Group June 2012 - Present
AmerisourceBergen May 2010 - June 2012
Day & Zimmermann February 2006 - May 2010
Physiotherapy Associates January 2003 - February 2006
Cavalier Telephone April 2002 - January 2003
Dock Woods Community May 1995 - April 2002
Skills
Benefits Administration, Employee Benefits, Human Resources, Project Planning, Communication..., HRIS, Health Insurance, Healthcare, Health, Retirement Plans, Strategic Planning, Benefits Design, Compliance, Change Management, Process Improvement, Vendor Management, Benefits Communication, Public Speaking, Presentation Skills, Budgeting, Mergers, Acquisition Integration, Onboarding, Applicant Tracking..., Succession Planning, Budgets, Deferred Compensation
Education
Shippensburg University of Pennsylvania 1997 — 2001
BSBA
Lansdale Catholic High School 1990 — 1994
Steve Ross's Lincoln Financial Group Experience January 1993 - August 1994
Job Market Investment Director at U.S. Trust
Industry Financial Services
Experience
U.S. Trust September 2014 - Present
UCLA October 2009 - Present
BlackRock September 2006 - August 2014
San Diego State University June 2005 - May 2011
Nicholas Applegate August 1994 - December 2004
Lincoln Financial Group January 1993 - August 1994
Merrill Lynch June 1991 - January 1993
T. Rowe Price October 1989 - June 1991
Skills
Portfolio Management, Investments, Presentations, Mentoring, Leadership, Teaching, Equities, Analysis, Asset Managment, Financial Services, Mutual Funds, Management, Financial Analysis, Asset Management, Financial Advisory, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Fixed Income, Retirement Planning, Investment Strategies, Asset Allocation, Investment Advisory, Hedge Funds, Investment Management, Derivatives, Securities, Wealth Management, Strategic Financial..., Due Diligence, Capital Markets, Series 7, Risk Management, Private Equity, Options, Trading, Corporate Finance, Lecturing
Education
San Diego State University-California State University 1984 — 1989
B.A., Business Administration, Marketing Major
Pali High School
U.S. Trust September 2014 - Present
UCLA October 2009 - Present
BlackRock September 2006 - August 2014
San Diego State University June 2005 - May 2011
Nicholas Applegate August 1994 - December 2004
Lincoln Financial Group January 1993 - August 1994
Merrill Lynch June 1991 - January 1993
T. Rowe Price October 1989 - June 1991
Skills
Portfolio Management, Investments, Presentations, Mentoring, Leadership, Teaching, Equities, Analysis, Asset Managment, Financial Services, Mutual Funds, Management, Financial Analysis, Asset Management, Financial Advisory, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Fixed Income, Retirement Planning, Investment Strategies, Asset Allocation, Investment Advisory, Hedge Funds, Investment Management, Derivatives, Securities, Wealth Management, Strategic Financial..., Due Diligence, Capital Markets, Series 7, Risk Management, Private Equity, Options, Trading, Corporate Finance, Lecturing
Education
San Diego State University-California State University 1984 — 1989
B.A., Business Administration, Marketing Major
Pali High School
Larry Lexow Larry Lexow's Lincoln Financial Group Experience 2000 - Present
Job Owner at Lexow Financial Group
Industry Financial Services
Experience
Nicol Investors Inc 2010 - Present
BCL Financial Management Consultants, Inc January 1993 - Present
Lexow Financial Group October 1993 - Present
Lincoln Financial Group 2000 - Present
Financial Solutions Network 2006 - Present
Skills
Retirement, Retirement Planning, 401k, Fixed Annuities, IRAs, Long-term Care, Investments, Mutual Funds, Life Insurance, Pensions, Insurance, Disability Insurance, Employee Benefits, Wealth, Strategic Financial..., Financial Advisory, Health Insurance, Wealth Accumulation, Term Life Insurance, Workers Compensation, Asset Protection, Estate Planning, Finance, Small Business, Financial Planners, Series 63, Series 7, Long Term Care Insurance, Financial Services, Wealth Management, Retirement Plan..., Mortgage Lending, Securities, Underwriting, Personal Finance, Series 6, Asset Management, Portfolio Management, Management, Profit Sharing, Loans, Financial Analysis, Relationship Management, Equities, ERISA, Risk Management, Financial Planning
Education
Southern Illinois University, Edwardsville 1971 — 1974
Bachelors of Science, Mass Communications, Broadcasting, Engineering, Computer Science, Marketing
Edwardsville High School 1969 — 1971
American College/Bryn
Post Graduate studies, Business Administration
Nicol Investors Inc 2010 - Present
BCL Financial Management Consultants, Inc January 1993 - Present
Lexow Financial Group October 1993 - Present
Lincoln Financial Group 2000 - Present
Financial Solutions Network 2006 - Present
Skills
Retirement, Retirement Planning, 401k, Fixed Annuities, IRAs, Long-term Care, Investments, Mutual Funds, Life Insurance, Pensions, Insurance, Disability Insurance, Employee Benefits, Wealth, Strategic Financial..., Financial Advisory, Health Insurance, Wealth Accumulation, Term Life Insurance, Workers Compensation, Asset Protection, Estate Planning, Finance, Small Business, Financial Planners, Series 63, Series 7, Long Term Care Insurance, Financial Services, Wealth Management, Retirement Plan..., Mortgage Lending, Securities, Underwriting, Personal Finance, Series 6, Asset Management, Portfolio Management, Management, Profit Sharing, Loans, Financial Analysis, Relationship Management, Equities, ERISA, Risk Management, Financial Planning
Education
Southern Illinois University, Edwardsville 1971 — 1974
Bachelors of Science, Mass Communications, Broadcasting, Engineering, Computer Science, Marketing
Edwardsville High School 1969 — 1971
American College/Bryn
Post Graduate studies, Business Administration
Ben Schafer Ben Schafer's Lincoln Financial Group Experience July 1995 - September 1996
Job
Industry Management Consulting
Experience
KPMG June 2004 - Present
EquaTerra, Inc. June 2004 - February 2011
American Airlines June 1999 - June 2004
Candle Corporation September 1996 - June 1999
Lincoln Financial Group July 1995 - September 1996
Skills
Sourcing, Strategic Sourcing, Governance, Offshore, Onshore, Supplier Management, Negotiation, Sourcing & Procurement, Global Sourcing, Supplier Evaluation, Alignment, Contract Negotiation, Outsourcing, Supplier Negotiations, Cost Savings, Procurement, Spend Analysis, Supply Chain Management, Purchasing, Public Speaking, Interviewing, Vendor Management, IT Outsourcing, Offshoring, BPO, Contract Management, Contract Negotiations, Shared Services, Strategy Development, Management Consulting, Change Management, Process Improvement, Business Transformation, Vendor Relations, Outsourcing Management, IT Governance, RFP, Acquisition Integration, Due Diligence, Organizational Design, Consulting, Strategy, Management, Mergers & Acquisitions, Leadership, Business Development
Education
Southern Methodist University - Cox School of Business 1993 — 1995
MBA
University of North Texas 1991 — 1993
BBA
The University of Texas at Austin 1989 — 1990
Denton High School 1986 — 1989
Advanced Diploma with Honors
KPMG June 2004 - Present
EquaTerra, Inc. June 2004 - February 2011
American Airlines June 1999 - June 2004
Candle Corporation September 1996 - June 1999
Lincoln Financial Group July 1995 - September 1996
Skills
Sourcing, Strategic Sourcing, Governance, Offshore, Onshore, Supplier Management, Negotiation, Sourcing & Procurement, Global Sourcing, Supplier Evaluation, Alignment, Contract Negotiation, Outsourcing, Supplier Negotiations, Cost Savings, Procurement, Spend Analysis, Supply Chain Management, Purchasing, Public Speaking, Interviewing, Vendor Management, IT Outsourcing, Offshoring, BPO, Contract Management, Contract Negotiations, Shared Services, Strategy Development, Management Consulting, Change Management, Process Improvement, Business Transformation, Vendor Relations, Outsourcing Management, IT Governance, RFP, Acquisition Integration, Due Diligence, Organizational Design, Consulting, Strategy, Management, Mergers & Acquisitions, Leadership, Business Development
Education
Southern Methodist University - Cox School of Business 1993 — 1995
MBA
University of North Texas 1991 — 1993
BBA
The University of Texas at Austin 1989 — 1990
Denton High School 1986 — 1989
Advanced Diploma with Honors
Ehi Borha's Lincoln Financial Group Experience July 2014 - Present
Job Business Manager at ADV Enterprises
Industry Management Consulting
Experience
Lincoln Financial Group July 2014 - Present
ADV Enterprises October 2011 - April 2013
US Navy October 2001 - October 2006
Aetna September 2000 - October 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Management
Education
South University 2014 — 2016
Master of Business Administration (MBA), Business Administration, Management and Operations, 3.83
NC A&T State University 2011 — 2014
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
NC A&T State University 2010 — 2014
Bachelor of Arts (B.A.), Social Development
Lincoln Financial Group July 2014 - Present
ADV Enterprises October 2011 - April 2013
US Navy October 2001 - October 2006
Aetna September 2000 - October 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Management
Education
South University 2014 — 2016
Master of Business Administration (MBA), Business Administration, Management and Operations, 3.83
NC A&T State University 2011 — 2014
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
NC A&T State University 2010 — 2014
Bachelor of Arts (B.A.), Social Development
Fitima Miller's Lincoln Financial Group Experience January 2012 - May 2012
Job Executive Director at Native Chick Collection LLC
Industry Management Consulting
Experience
Native Chick Collection LLC April 2014 - Present
Gilbarco Veederoot May 2014 - August 2014
BB&T September 2012 - March 2013
Lincoln Financial Group January 2012 - May 2012
Bovanti Cosmetics & Spa March 2008 - November 2011
Fitima's Special Event Planning May 2008 - November 2010
Skills
Marketing Strategy, Customer Service, Marketing, Fashion, Retail, Advertising, Social Media, Event Planning, Ariba, MS excel, ms word, PowerPoint, Outsourcing, IT Audit, Purchasing, Buyers, Procurement, Business Planning, business administartion, managment, retail, Business Analysis, Management, Project Management, Sourcing, Analysis, Microsoft Excel, Vendor Management, Leadership, Team Building, Sales, Public Speaking, Training, Program Management, Strategic Planning, Research
Education
laurel university Online 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Shaw University 2008 — 2010
B.S., Business Administration/Mgmt
Native Chick Collection LLC April 2014 - Present
Gilbarco Veederoot May 2014 - August 2014
BB&T September 2012 - March 2013
Lincoln Financial Group January 2012 - May 2012
Bovanti Cosmetics & Spa March 2008 - November 2011
Fitima's Special Event Planning May 2008 - November 2010
Skills
Marketing Strategy, Customer Service, Marketing, Fashion, Retail, Advertising, Social Media, Event Planning, Ariba, MS excel, ms word, PowerPoint, Outsourcing, IT Audit, Purchasing, Buyers, Procurement, Business Planning, business administartion, managment, retail, Business Analysis, Management, Project Management, Sourcing, Analysis, Microsoft Excel, Vendor Management, Leadership, Team Building, Sales, Public Speaking, Training, Program Management, Strategic Planning, Research
Education
laurel university Online 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Shaw University 2008 — 2010
B.S., Business Administration/Mgmt
Ed Foley Ed Foley's Lincoln Financial Group Experience 1999 - 2001
Job Marketing Manager at Reliance Standard
Industry Financial Services
Experience
Reliance Standard November 2010 - Present
Jenkintown Borough January 2010 - Present
Wyncote Marketing Communications June 2009 - November 2010
BlackRock 2005 - 2009
Turner Investment Partners 2001 - 2005
Lincoln Financial Group 1999 - 2001
MFS Investment Management 1990 - 1999
Smith Badofsky and Raffel Advertising 1988 - 1989
First Marketing Corp 1986 - 1988
The Daily Egyptian September 1983 - August 1984
Skills
B2B, CRM Integration, Team Leadership, Financial Services, Marketing, Marketing Communications, Insurance, Strategic Planning, New Business Development, Project Management, Vendor Management, Marketing Strategy, Email Marketing, CRM, Integrated Marketing, Leadership, Management, SEO, Sales, Social Media, Strategy
Education
Southern Illinois University, Carbondale 1980 — 1984
BS, Journalism
Reliance Standard November 2010 - Present
Jenkintown Borough January 2010 - Present
Wyncote Marketing Communications June 2009 - November 2010
BlackRock 2005 - 2009
Turner Investment Partners 2001 - 2005
Lincoln Financial Group 1999 - 2001
MFS Investment Management 1990 - 1999
Smith Badofsky and Raffel Advertising 1988 - 1989
First Marketing Corp 1986 - 1988
The Daily Egyptian September 1983 - August 1984
Skills
B2B, CRM Integration, Team Leadership, Financial Services, Marketing, Marketing Communications, Insurance, Strategic Planning, New Business Development, Project Management, Vendor Management, Marketing Strategy, Email Marketing, CRM, Integrated Marketing, Leadership, Management, SEO, Sales, Social Media, Strategy
Education
Southern Illinois University, Carbondale 1980 — 1984
BS, Journalism
Sonja Norris Sonja Norris's Lincoln Financial Group Experience 2013 - 2014
Job
Industry Financial Services
Experience
Lincoln Financial Group 2013 - 2014
Lincoln Financial Group October 2011 - November 2013
Verizon Wireless 2008 - 2011
Skills
Microsoft Word, Microsoft Office, Customer Satisfaction, Customer Support, Customer Retention, Claims Handling, Life Insurance
Education
Southeast Community College 2005 — 2006
Business Administration and Management, General
Lincoln Financial Group 2013 - 2014
Lincoln Financial Group October 2011 - November 2013
Verizon Wireless 2008 - 2011
Skills
Microsoft Word, Microsoft Office, Customer Satisfaction, Customer Support, Customer Retention, Claims Handling, Life Insurance
Education
Southeast Community College 2005 — 2006
Business Administration and Management, General
Orion Burroughs Orion Burroughs's Lincoln Financial Group Experience February 2015 - Present
Job Relations Guru
Industry Financial Services
Experience
Lincoln Financial Group February 2015 - Present
Mutual of Omaha October 2014 - Present
SolarCity September 2013 - Present
Skills
Customer Satisfaction, Inventory Management, Customer Service, Logistics, Operations Management, Purchasing, Team Building, Transportation, Pricing, Process Improvement, Team Leadership
Education
Sam Houston State University 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Lincoln Financial Group February 2015 - Present
Mutual of Omaha October 2014 - Present
SolarCity September 2013 - Present
Skills
Customer Satisfaction, Inventory Management, Customer Service, Logistics, Operations Management, Purchasing, Team Building, Transportation, Pricing, Process Improvement, Team Leadership
Education
Sam Houston State University 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Kaitlyn Thomas's Lincoln Financial Group Experience July 2015 - Present
Job Project Management Associate at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2015 - Present
Spelman College August 2013 - March 2015
University of Nevada Reno July 2014 - August 2014
DNA STAT June 2014 - July 2014
Skills
Lean Six Sigma, PowerPoint, Microsoft Office, Leadership, Fundraising, Customer Service, Microsoft Excel, Social Networking, Microsoft Word, Research, Event Planning, Community Outreach, Teamwork, Nonprofits
Education
Spelman College 2011 — 2015
Bachelor’s Degree, International/Global Studies, Magna Cum Laude
School for International Training
Durban, South Africa, Social and Political Transformation
University of Minnesota-Twin Cities
Summer Study abroad in Montpellier, France, (French Culture and Language)
North Central High School 2008 — 2011
High School
Lincoln Financial Group July 2015 - Present
Spelman College August 2013 - March 2015
University of Nevada Reno July 2014 - August 2014
DNA STAT June 2014 - July 2014
Skills
Lean Six Sigma, PowerPoint, Microsoft Office, Leadership, Fundraising, Customer Service, Microsoft Excel, Social Networking, Microsoft Word, Research, Event Planning, Community Outreach, Teamwork, Nonprofits
Education
Spelman College 2011 — 2015
Bachelor’s Degree, International/Global Studies, Magna Cum Laude
School for International Training
Durban, South Africa, Social and Political Transformation
University of Minnesota-Twin Cities
Summer Study abroad in Montpellier, France, (French Culture and Language)
North Central High School 2008 — 2011
High School
Jackie Morales's Lincoln Financial Group Experience 2004 - 2007
Job Managing Director of Operations
Industry Insurance
Experience
AXA US 2007 - Present
Lincoln Financial Group 2004 - 2007
Education
Southern Methodist University 2003 — 2005
Master of Business Administration (MBA), Finance, General
Southern Methodist University 1993 — 2000
Bachelor of Arts (B.A.), Humanities, Art History
AXA US 2007 - Present
Lincoln Financial Group 2004 - 2007
Education
Southern Methodist University 2003 — 2005
Master of Business Administration (MBA), Finance, General
Southern Methodist University 1993 — 2000
Bachelor of Arts (B.A.), Humanities, Art History
Dawn Patterson Dawn Patterson's Lincoln Financial Group Experience May 2006 - February 2010
Job Senior Account Executive at The Ascend Group, PLLC.
Industry Insurance
Experience
The Ascend Group, PLLC. October 2014 - Present
Marwil & Associates, LLC February 2010 - September 2014
Lincoln Financial Group May 2006 - February 2010
Griffin Smalley & Wilkerson, Inc. September 2003 - April 2006
Skills
Insurance, Account Management, Health Insurance, New Business Development, Sales, Sales Management, Brokers, General Insurance, Customer Service, Strategic Planning, Employee Benefits, Disability Insurance, Customer Retention, Life Insurance, Term Life Insurance, COBRA, Health Savings Accounts, Benefits Administration, Long-term Care, Group Insurance, Critical Illness
Education
Schoolcraft College
The Ascend Group, PLLC. October 2014 - Present
Marwil & Associates, LLC February 2010 - September 2014
Lincoln Financial Group May 2006 - February 2010
Griffin Smalley & Wilkerson, Inc. September 2003 - April 2006
Skills
Insurance, Account Management, Health Insurance, New Business Development, Sales, Sales Management, Brokers, General Insurance, Customer Service, Strategic Planning, Employee Benefits, Disability Insurance, Customer Retention, Life Insurance, Term Life Insurance, COBRA, Health Savings Accounts, Benefits Administration, Long-term Care, Group Insurance, Critical Illness
Education
Schoolcraft College
![Jim[my] Creech](https://cdn.bearsofficialsstore.com/li/webp/39820935.webp)
Jim[my] Creech Jim[my] Creech's Lincoln Financial Group Experience April 2005 - Present
Job Safety Consultant at MN8 Foxfire
Industry Public Safety
Experience
MN8 Foxfire April 2015 - Present
Lincoln Financial Group April 2005 - Present
City of Fort Wayne September 2002 - Present
Ohio Military Reserve February 2001 - September 2012
Trotwood Fire & Rescue August 1987 - May 2002
Contracted Federal Security October 1998 - March 2002
University of Dayton August 1990 - May 1992
Skills
NIMS, Rescue, Emergency Services, EMS, Hazardous Materials, Fire Suppression, Cpr Certified, First Aid, Firefighting, Fire Safety, Emergency Management, Incident Management, Public Safety, HAZMAT, Disaster Preparedness, Disaster Response, Preparedness, Fire Suppression Systems, Military, Security, Fire Management, Homeland Security, Firefighters, Police, Weapons of Mass..., Incident Command, Fire Service, CPR Certified
Education
Sinclair Community College 1987 — 1988
No, Criminal Justice
Montgomery County Joint Vocational School (JVS, "The Joint", MVCTC) 1985 — 1987
Law Enforcement Program
MN8 Foxfire April 2015 - Present
Lincoln Financial Group April 2005 - Present
City of Fort Wayne September 2002 - Present
Ohio Military Reserve February 2001 - September 2012
Trotwood Fire & Rescue August 1987 - May 2002
Contracted Federal Security October 1998 - March 2002
University of Dayton August 1990 - May 1992
Skills
NIMS, Rescue, Emergency Services, EMS, Hazardous Materials, Fire Suppression, Cpr Certified, First Aid, Firefighting, Fire Safety, Emergency Management, Incident Management, Public Safety, HAZMAT, Disaster Preparedness, Disaster Response, Preparedness, Fire Suppression Systems, Military, Security, Fire Management, Homeland Security, Firefighters, Police, Weapons of Mass..., Incident Command, Fire Service, CPR Certified
Education
Sinclair Community College 1987 — 1988
No, Criminal Justice
Montgomery County Joint Vocational School (JVS, "The Joint", MVCTC) 1985 — 1987
Law Enforcement Program
Terri Magley Terri Magley's Lincoln Financial Group Experience 1992 - 1998
Job Financial Services Professional
Industry Investment Management
Experience
Allstate Insurance Agency August 2013 - Present
American Income Life Insurance Company March 2013 - August 2013
State Farm Insurance Agency 2011 - 2013
Indiana Institute of Technology / Indiana Wesleyan University 2010 - 2010
SAFY Foster Care and Adoption Agency 2009 - 2010
Wells Fargo Advisors 2007 - 2009
JPMorgan Chase & Co. 2006 - 2007
BIB Group, Inc. 1998 - 2005
Lincoln Financial Group 1992 - 1998
City Utilities of Fort Wayne 1989 - 1991
Skills
Financial Reporting, Customer Service, Financial Analysis, Strategic Planning, Insurance, Negotiation, Team Building, New Business Development, Real Estate, Coaching, Contract Negotiation, Strategic Financial..., Investments, Marketing, Finance, Training, Public Speaking, Recruiting, Accounting, Risk Management
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Southern Methodist University - Cox School of Business
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
Allstate Insurance Agency August 2013 - Present
American Income Life Insurance Company March 2013 - August 2013
State Farm Insurance Agency 2011 - 2013
Indiana Institute of Technology / Indiana Wesleyan University 2010 - 2010
SAFY Foster Care and Adoption Agency 2009 - 2010
Wells Fargo Advisors 2007 - 2009
JPMorgan Chase & Co. 2006 - 2007
BIB Group, Inc. 1998 - 2005
Lincoln Financial Group 1992 - 1998
City Utilities of Fort Wayne 1989 - 1991
Skills
Financial Reporting, Customer Service, Financial Analysis, Strategic Planning, Insurance, Negotiation, Team Building, New Business Development, Real Estate, Coaching, Contract Negotiation, Strategic Financial..., Investments, Marketing, Finance, Training, Public Speaking, Recruiting, Accounting, Risk Management
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Southern Methodist University - Cox School of Business
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
Mike Foy, CFP® Mike Foy, CFP®'s Lincoln Financial Group Experience 1988 - 2000
Job Defined Contribution Investment Wholesaler at Putnam Investments
Industry Investment Management
Experience
Putnam Investments April 2013 - Present
Alliant Insurance Services May 2011 - April 2013
AllianceBernstein October 2006 - March 2011
MFS Investment Management March 2005 - October 2006
Prudential Financial May 2002 - March 2005
PriVest Bank August 2000 - May 2002
Lincoln Financial Group 1988 - 2000
Jesuit Volunteer Corps Northwest August 1987 - July 1988
Skills
Retirement Planning, Investments, Series 63, 401k, Series 7, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, Defined Benefit, Profit Sharing, Series 6, Pensions, Wealth Management, Securities, Fixed Annuities, Asset Managment, Alternative Investments, Retirement Plan..., Series 65, Investment Strategies, 403 b, 457 Plans
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 1999
MBA, Finance
St. Mary's College of California 1983 — 1987
Bachelor's Degree, Business, Psychology
Gunn
Putnam Investments April 2013 - Present
Alliant Insurance Services May 2011 - April 2013
AllianceBernstein October 2006 - March 2011
MFS Investment Management March 2005 - October 2006
Prudential Financial May 2002 - March 2005
PriVest Bank August 2000 - May 2002
Lincoln Financial Group 1988 - 2000
Jesuit Volunteer Corps Northwest August 1987 - July 1988
Skills
Retirement Planning, Investments, Series 63, 401k, Series 7, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, Defined Benefit, Profit Sharing, Series 6, Pensions, Wealth Management, Securities, Fixed Annuities, Asset Managment, Alternative Investments, Retirement Plan..., Series 65, Investment Strategies, 403 b, 457 Plans
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 1999
MBA, Finance
St. Mary's College of California 1983 — 1987
Bachelor's Degree, Business, Psychology
Gunn
Janine Petrucelli Janine Petrucelli's Lincoln Financial Group Experience January 2013 - May 2013
Job Sales Associate at American Specialty Health
Industry
Experience
American Specialty Health March 2014 - Present
Red Bull November 2010 - March 2014
Business Credit Services August 2013 - February 2014
Lincoln Financial Group January 2013 - May 2013
Jakintza Elementary School. January 2012 - May 2012
YMCA May 2010 - August 2010
Rickey's Restaurant August 2008 - August 2009
Skills
Social Networking, Event Planning, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Outlook, Public Speaking, Spanish, English, Research, Photoshop, Strategic Planning, Editing, Windows, Teaching, Negotiation, Java, Spanish-speaking, Social Media Marketing, Leadership, Sales
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Arts (BA), Sociology and International Studies
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2012 — 2012
Spanish Language and Basque Culture and Language
American Specialty Health March 2014 - Present
Red Bull November 2010 - March 2014
Business Credit Services August 2013 - February 2014
Lincoln Financial Group January 2013 - May 2013
Jakintza Elementary School. January 2012 - May 2012
YMCA May 2010 - August 2010
Rickey's Restaurant August 2008 - August 2009
Skills
Social Networking, Event Planning, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Outlook, Public Speaking, Spanish, English, Research, Photoshop, Strategic Planning, Editing, Windows, Teaching, Negotiation, Java, Spanish-speaking, Social Media Marketing, Leadership, Sales
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Arts (BA), Sociology and International Studies
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2012 — 2012
Spanish Language and Basque Culture and Language
Megan Machen Megan Machen's Lincoln Financial Group Experience October 2010 - July 2015
Job Account Executive at Dearborn National
Industry Insurance
Experience
Dearborn National August 2015 - Present
Lincoln Financial Group October 2010 - July 2015
Skills
Insurance, Sales, Relationship Management, Account Management, Salesforce.com, Disability Insurance, Life Insurance, Marketing, Financial Services, Sales Management
Education
Southern Arkansas University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing and Finance, Graduated Cum Laude
Dearborn National August 2015 - Present
Lincoln Financial Group October 2010 - July 2015
Skills
Insurance, Sales, Relationship Management, Account Management, Salesforce.com, Disability Insurance, Life Insurance, Marketing, Financial Services, Sales Management
Education
Southern Arkansas University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing and Finance, Graduated Cum Laude
Cassandra Joyal Cassandra Joyal's Lincoln Financial Group Experience October 2014 - Present
Job Customer Care at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 2014 - Present
Granite State Credit Union August 2012 - September 2014
Granite State Credit Union December 2008 - August 2012
Best Buy August 2005 - November 2008
Skills
Consumer Lending, Customer Service, Time Management, Customer Experience, Sales, Call Centers, Leadership, Team Building, Insurance, Outlook, Microsoft Excel, Problem Solving, Financial Services
Education
Southern NH University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Organizational Leadership
Lincoln Financial Group October 2014 - Present
Granite State Credit Union August 2012 - September 2014
Granite State Credit Union December 2008 - August 2012
Best Buy August 2005 - November 2008
Skills
Consumer Lending, Customer Service, Time Management, Customer Experience, Sales, Call Centers, Leadership, Team Building, Insurance, Outlook, Microsoft Excel, Problem Solving, Financial Services
Education
Southern NH University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Organizational Leadership
Douglas Sterling's Lincoln Financial Group Experience September 1996 - June 1998
Job Sales Manager at Talent Agency, Business Development, Talent Buyer Broker
Industry Entertainment
Experience
Talent Agency January 2014 - Present
"Here's the Deal" The TV show, formally known as "So You Think You Can Sell". March 2013 - September 2013
Mars Petcare/Nutro Products Inc. March 2004 - February 2013
Momentum Worldwide October 1999 - March 2004
Lincoln Financial Media June 1998 - August 1999
Lincoln Financial Group September 1996 - June 1998
ABC News September 1996 - January 1997
Noble Broadcasts Group 91X FM and XTRA Sports 690 AM September 1993 - January 1994
Skills
Sales Management, Training, Budget, Hiring Personnel, Retail, Team Leadership, Coaching, Marketing Strategy, Event Marketing Strategy, Guerrilla Marketing, Promotions, Customer Service, Public Speaking, Budgets, Recruiting, Sales Operations, Sales, Account Management, Leadership, Demos, Human Resources, Talent Acquisition, Key Account Development, Management, Interviews, Negotiation, Temporary Placement, Strategy, Marketing, Humor, Radio, Entertainment, Retail Sales, Consumer Goods, staffing, Outlook, PowerPoint, Microsoft Excel, Consumer Products, Merchandising, Selling, Pricing, Key Account Management, Advertising, P&L Management, Contract Negotiation, Sales Process, Competitive Analysis, Business Development, B2B
Education
San Diego State University-California State University 1992 — 1998
Bachelor of Arts (B.A.), Industrial Sociology
San Diego State University-California State University 1992 — 1997
Bachelor's degree, Industrial Sociology and Communication
Talent Agency January 2014 - Present
"Here's the Deal" The TV show, formally known as "So You Think You Can Sell". March 2013 - September 2013
Mars Petcare/Nutro Products Inc. March 2004 - February 2013
Momentum Worldwide October 1999 - March 2004
Lincoln Financial Media June 1998 - August 1999
Lincoln Financial Group September 1996 - June 1998
ABC News September 1996 - January 1997
Noble Broadcasts Group 91X FM and XTRA Sports 690 AM September 1993 - January 1994
Skills
Sales Management, Training, Budget, Hiring Personnel, Retail, Team Leadership, Coaching, Marketing Strategy, Event Marketing Strategy, Guerrilla Marketing, Promotions, Customer Service, Public Speaking, Budgets, Recruiting, Sales Operations, Sales, Account Management, Leadership, Demos, Human Resources, Talent Acquisition, Key Account Development, Management, Interviews, Negotiation, Temporary Placement, Strategy, Marketing, Humor, Radio, Entertainment, Retail Sales, Consumer Goods, staffing, Outlook, PowerPoint, Microsoft Excel, Consumer Products, Merchandising, Selling, Pricing, Key Account Management, Advertising, P&L Management, Contract Negotiation, Sales Process, Competitive Analysis, Business Development, B2B
Education
San Diego State University-California State University 1992 — 1998
Bachelor of Arts (B.A.), Industrial Sociology
San Diego State University-California State University 1992 — 1997
Bachelor's degree, Industrial Sociology and Communication
Joe Licht Joe Licht's Lincoln Financial Group Experience August 2011 - Present
Job
Industry Financial Services
Experience
Lincoln Financial Group August 2011 - Present
Skills
Personal Finance, Interpersonal Skills, Financial Modeling, Strategic Financial..., Wealth Management, Securities, Retirement Planning, Retirement, Investments, Insurance, Finance, Microsoft Excel, Portfolio Management, PowerPoint, Financial Analysis, Relationship Management, Analysis, Social Networking, Due Diligence, Leadership, Microsoft Office, Microsoft Word, Time Management
Education
San Diego State University-California State University 2005 — 2010
Bachelor of Science, Business (Finance), Economics
Lincoln Financial Group August 2011 - Present
Skills
Personal Finance, Interpersonal Skills, Financial Modeling, Strategic Financial..., Wealth Management, Securities, Retirement Planning, Retirement, Investments, Insurance, Finance, Microsoft Excel, Portfolio Management, PowerPoint, Financial Analysis, Relationship Management, Analysis, Social Networking, Due Diligence, Leadership, Microsoft Office, Microsoft Word, Time Management
Education
San Diego State University-California State University 2005 — 2010
Bachelor of Science, Business (Finance), Economics
Keith Nilsen Keith Nilsen's Lincoln Financial Group Experience January 2008 - December 2009
Job Senior Investment Advisor at The Standard
Industry Financial Services
Experience
The Standard November 2010 - Present
Asset Strategy Retirement Plan Consultants December 2009 - November 2010
Lincoln Financial Group January 2008 - December 2009
LPL March 2006 - January 2008
Invesmart 1995 - 2005
Alliance Benefit Group January 1995 - June 1999
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Planning, Pensions, Financial Advisory, Finance, Investment Management, Defined Contribution, Product Management, Financial Services, Strategy, IRAs, Portfolio Management, Asset Allocation, Defined Benefit, Investment Advisory, Sales Management
Education
Southern Methodist University - Cox School of Business 1985 — 1986
BBA, Finance, Economics, Business
University of Richmond 1982 — 1984
BA, Finance, Economics, Business
Tatnall High School 1974 — 1982
High School diploma, Business Administration and Management, General
Tatnall High School 1974 — 1982
The Standard November 2010 - Present
Asset Strategy Retirement Plan Consultants December 2009 - November 2010
Lincoln Financial Group January 2008 - December 2009
LPL March 2006 - January 2008
Invesmart 1995 - 2005
Alliance Benefit Group January 1995 - June 1999
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Planning, Pensions, Financial Advisory, Finance, Investment Management, Defined Contribution, Product Management, Financial Services, Strategy, IRAs, Portfolio Management, Asset Allocation, Defined Benefit, Investment Advisory, Sales Management
Education
Southern Methodist University - Cox School of Business 1985 — 1986
BBA, Finance, Economics, Business
University of Richmond 1982 — 1984
BA, Finance, Economics, Business
Tatnall High School 1974 — 1982
High School diploma, Business Administration and Management, General
Tatnall High School 1974 — 1982
Heather Cobb, ACS, ALMI Heather Cobb, ACS, ALMI's Lincoln Financial Group Experience June 2006 - Present
Job Associate, Underwriting at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2006 - Present
Skills
Relationship Management, Customer Oriented, Business Ethics, Work Ethic, Multi Tasking, Productivity, Underwriting, Life Insurance
Education
Southern New Hampshire University 1996 — 2006
Bachelor of Science (B.S.), Business Administration
LOMA
ALMI, ACS
Lincoln Financial Group June 2006 - Present
Skills
Relationship Management, Customer Oriented, Business Ethics, Work Ethic, Multi Tasking, Productivity, Underwriting, Life Insurance
Education
Southern New Hampshire University 1996 — 2006
Bachelor of Science (B.S.), Business Administration
LOMA
ALMI, ACS
Darrell A. Caron's Lincoln Financial Group Experience September 2002 - July 2004
Job Senior HR Professional
Industry Human Resources
Experience
WageWorks 2013 - Present
Dassault Systèmes March 2011 - January 2012
U.S. Cellular December 2006 - October 2010
Lincoln Financial Group September 2002 - July 2004
Starwood Hotels & Resorts Worldwide, Inc. May 2000 - September 2002
Skills
Talent Management
Education
Southern New Hampshire University
M.S. & M.B.A., Human Resources
University of New England
M.S.W., Clinical Social Work
University of Southern Maine
Bachelor of Arts (B.A.), Criminology
WageWorks 2013 - Present
Dassault Systèmes March 2011 - January 2012
U.S. Cellular December 2006 - October 2010
Lincoln Financial Group September 2002 - July 2004
Starwood Hotels & Resorts Worldwide, Inc. May 2000 - September 2002
Skills
Talent Management
Education
Southern New Hampshire University
M.S. & M.B.A., Human Resources
University of New England
M.S.W., Clinical Social Work
University of Southern Maine
Bachelor of Arts (B.A.), Criminology
Steven J. Vasquez, PMP's Lincoln Financial Group Experience 2010 - 2012
Job
Industry Financial Services
Experience
Lincoln Financial Distributors 2012 - Present
Lincoln Financial Group 2010 - 2012
GSI Commerce 2005 - 2010
Keller Williams Real Estate 2003 - 2010
Independence Blue Cross 2004 - 2005
GE Commercial Finance 2004 - 2004
Aetna 2001 - 2002
Cambridge Technology Partners 1996 - 2001
Reality Online 1993 - 1996
Dendrite Americas 1993 - 1993
Skills
Project Portfolio..., Program Management, PMO, PMI, PMP, Governance, Software Development..., Project Planning, Mentoring, Decision Support, Data Analysis, Business Objects, Cognos ReportNet, SharePoint, Excel, Access, VBA, MS Project, Microsoft Excel, Project Management, Project Delivery, Cross-functional Team..., Integration, Data Warehousing, Software Development, ITIL, Business Analysis, SDLC
Education
San Diego State University-California State University 1980 — 1983
BA, Computer Science
Lincoln Financial Distributors 2012 - Present
Lincoln Financial Group 2010 - 2012
GSI Commerce 2005 - 2010
Keller Williams Real Estate 2003 - 2010
Independence Blue Cross 2004 - 2005
GE Commercial Finance 2004 - 2004
Aetna 2001 - 2002
Cambridge Technology Partners 1996 - 2001
Reality Online 1993 - 1996
Dendrite Americas 1993 - 1993
Skills
Project Portfolio..., Program Management, PMO, PMI, PMP, Governance, Software Development..., Project Planning, Mentoring, Decision Support, Data Analysis, Business Objects, Cognos ReportNet, SharePoint, Excel, Access, VBA, MS Project, Microsoft Excel, Project Management, Project Delivery, Cross-functional Team..., Integration, Data Warehousing, Software Development, ITIL, Business Analysis, SDLC
Education
San Diego State University-California State University 1980 — 1983
BA, Computer Science
Seri Bryant's Lincoln Financial Group Experience January 2005 - November 2007
Job Regional Specialist at TIME Financial
Industry Financial Services
Experience
TIME Financial November 2007 - Present
Lincoln Financial Group January 2005 - November 2007
Imaginary Forces 2001 - 2003
Skills
Estate Planning, Life Insurance, Insurance, Strategic Financial..., Customer Service, Public Speaking, Team Building, Strategic Planning, Marketing, Team Leadership, Series 7, Microsoft Office, Financial Services, Series 63, Retirement, Fixed Annuities, Retirement Planning
Education
Salisbury University 1995 — 1997
TIME Financial November 2007 - Present
Lincoln Financial Group January 2005 - November 2007
Imaginary Forces 2001 - 2003
Skills
Estate Planning, Life Insurance, Insurance, Strategic Financial..., Customer Service, Public Speaking, Team Building, Strategic Planning, Marketing, Team Leadership, Series 7, Microsoft Office, Financial Services, Series 63, Retirement, Fixed Annuities, Retirement Planning
Education
Salisbury University 1995 — 1997
Christopher Dennen's Lincoln Financial Group Experience April 2008 - 2014
Job Full Time Realtor® Servicing the Seacoast Area of NH
Industry Real Estate
Experience
Proulx Real Estate at Keller Williams Coastal Realty January 2015 - Present
Lincoln Financial Group April 2008 - 2014
Skills
Customer Service, Microsoft Excel, Management, Sales, Financial Analysis, Analysis, Real Estate
Education
Southern New Hampshire University 2014 — 2017
Master's Degree, Finance with concentration in Investment & Securities
Southern New Hampshire University
Bachelor of Science (BS), Finance
Proulx Real Estate at Keller Williams Coastal Realty January 2015 - Present
Lincoln Financial Group April 2008 - 2014
Skills
Customer Service, Microsoft Excel, Management, Sales, Financial Analysis, Analysis, Real Estate
Education
Southern New Hampshire University 2014 — 2017
Master's Degree, Finance with concentration in Investment & Securities
Southern New Hampshire University
Bachelor of Science (BS), Finance
Nick Barker Nick Barker's Lincoln Financial Group Experience April 2013 - Present
Job Business Intelligence
Industry Information Technology and Services
Experience
Lincoln Financial Group April 2013 - Present
Exelis August 2007 - March 2013
Zions Bancorp October 2006 - August 2007
Sento August 2004 - October 2006
Mega Web Services (United Online/Netzero) February 2004 - August 2004
Nexpedite Order fulfillment Center April 2003 - February 2004
Eclipse Hosting May 2002 - May 2003
Excite@Home April 1998 - January 2002
Spillman Technologies October 1994 - April 1998
Skills
Business Objects, Data Warehousing, Crystal Reports, ETL, Perl, PHP, Database Administration, System Administration, Data Conversion, Web Development, Business Intelligence, Enterprise Management, Report Writing, MySQL, Linux, Programming, HP-UX, SQL Server, SQL, Unix, Database Design, Databases, Data Analysis, Shell Scripting, Architecture, Business Analysis, Operating Systems, HTML, Solaris, Apache, ITIL, Tomcat, DB2, Software Development, Oracle SQL, Data Integration, AIX, Data Modeling, Web Intelligence, IIS, Unix Shell Scripting, DNS, Web Services, PostgreSQL, Data Mining, Subversion, Database Development, Relational Databases, jQuery, OLAP
Education
Western Governors University 2008 — 2009
IT, IT Management
Salt Lake Community College 1998 — 1998
CNE, Netware CNE
Weber State University 1996 — 1998
IS&T, Informatin Systems and Technology
Utah State University 1994 — 1996
BIS, Business
Lincoln Financial Group April 2013 - Present
Exelis August 2007 - March 2013
Zions Bancorp October 2006 - August 2007
Sento August 2004 - October 2006
Mega Web Services (United Online/Netzero) February 2004 - August 2004
Nexpedite Order fulfillment Center April 2003 - February 2004
Eclipse Hosting May 2002 - May 2003
Excite@Home April 1998 - January 2002
Spillman Technologies October 1994 - April 1998
Skills
Business Objects, Data Warehousing, Crystal Reports, ETL, Perl, PHP, Database Administration, System Administration, Data Conversion, Web Development, Business Intelligence, Enterprise Management, Report Writing, MySQL, Linux, Programming, HP-UX, SQL Server, SQL, Unix, Database Design, Databases, Data Analysis, Shell Scripting, Architecture, Business Analysis, Operating Systems, HTML, Solaris, Apache, ITIL, Tomcat, DB2, Software Development, Oracle SQL, Data Integration, AIX, Data Modeling, Web Intelligence, IIS, Unix Shell Scripting, DNS, Web Services, PostgreSQL, Data Mining, Subversion, Database Development, Relational Databases, jQuery, OLAP
Education
Western Governors University 2008 — 2009
IT, IT Management
Salt Lake Community College 1998 — 1998
CNE, Netware CNE
Weber State University 1996 — 1998
IS&T, Informatin Systems and Technology
Utah State University 1994 — 1996
BIS, Business
Jonathan Spearman, MBA, PMP Jonathan Spearman, MBA, PMP's Lincoln Financial Group Experience March 2013 - November 2013
Job Senior Project Manager at Anthem
Industry Insurance
Experience
Anthem February 2014 - Present
VERTEX, Inc. December 2013 - January 2014
Lincoln Financial Group March 2013 - November 2013
Bristol-Myers Squibb August 2011 - December 2012
Pfizer June 2010 - July 2011
Pfizer June 2008 - June 2010
Foxwoods Resort Casino/MGM Grand June 1998 - May 2008
Skills
Customer Relations, Customer Service, Building Strong Teams, Results Oriented, Strategic Planning, High Performance Teams, Process Improvement, PMP, Goal Oriented, SDLC, Project Management, Project Planning, Change Management, Security, CRM, Strategy, Integration, Team Building, Analysis, Training, Leadership, Team Leadership, Project Portfolio..., Management, Six Sigma, Vendor Management, Troubleshooting, PMO
Education
Southern Connecticut State University 2001 — 2003
MBA, Masters in Business Administration
Southern Connecticut State University 1989 — 1995
Bachelor of Science, Business Administration
Anthem February 2014 - Present
VERTEX, Inc. December 2013 - January 2014
Lincoln Financial Group March 2013 - November 2013
Bristol-Myers Squibb August 2011 - December 2012
Pfizer June 2010 - July 2011
Pfizer June 2008 - June 2010
Foxwoods Resort Casino/MGM Grand June 1998 - May 2008
Skills
Customer Relations, Customer Service, Building Strong Teams, Results Oriented, Strategic Planning, High Performance Teams, Process Improvement, PMP, Goal Oriented, SDLC, Project Management, Project Planning, Change Management, Security, CRM, Strategy, Integration, Team Building, Analysis, Training, Leadership, Team Leadership, Project Portfolio..., Management, Six Sigma, Vendor Management, Troubleshooting, PMO
Education
Southern Connecticut State University 2001 — 2003
MBA, Masters in Business Administration
Southern Connecticut State University 1989 — 1995
Bachelor of Science, Business Administration
Timothy Cramer Timothy Cramer's Lincoln Financial Group Experience February 2012 - November 2012
Job Senior Business Systems Analyst at Travelers
Industry Investment Management
Experience
Travelers November 2012 - Present
Lincoln Financial Group February 2012 - November 2012
VERTEX, Inc. January 2011 - November 2012
Mass Mutual January 2011 - February 2012
CIGNA 2009 - April 2011
The Hartford January 1995 - January 2009
Investment Products Division January 2001 - January 2004
The Hartford June 1998 - March 2001
Investment Products Division January 1995 - January 1998
Skills
Business Analysis, Requirements Gathering, Business Requirements, Quality Assurance, SDLC, Business Process, Quality Center, Requirements Analysis, Testing, Insurance, Project Planning, Waterfall, SharePoint, Project Management, Customer Service, Visio, Documentation, MS Project, Excel, Team Leadership, Word, Microsoft Office, Software Documentation, Leadership, Customer Relations, Team Building, Agile Methodologies, Scrum, User Stories, Features
Education
Southern Connecticut State University
BS, Business Administration
Travelers November 2012 - Present
Lincoln Financial Group February 2012 - November 2012
VERTEX, Inc. January 2011 - November 2012
Mass Mutual January 2011 - February 2012
CIGNA 2009 - April 2011
The Hartford January 1995 - January 2009
Investment Products Division January 2001 - January 2004
The Hartford June 1998 - March 2001
Investment Products Division January 1995 - January 1998
Skills
Business Analysis, Requirements Gathering, Business Requirements, Quality Assurance, SDLC, Business Process, Quality Center, Requirements Analysis, Testing, Insurance, Project Planning, Waterfall, SharePoint, Project Management, Customer Service, Visio, Documentation, MS Project, Excel, Team Leadership, Word, Microsoft Office, Software Documentation, Leadership, Customer Relations, Team Building, Agile Methodologies, Scrum, User Stories, Features
Education
Southern Connecticut State University
BS, Business Administration
Michael Waybright Michael Waybright's Lincoln Financial Group Experience December 2010 - Present
Job Lead Applications Developer Tech Lead at Lincoln Financial Group
Industry Computer Software
Experience
Lincoln Financial Group December 2010 - Present
Investigo a Broadridge Company July 2008 - August 2010
Investigo Corporation October 2005 - July 2008
Swiss Re 2003 - July 2005
Lincoln National Risk Managment / Lincoln Re 2000 - 2003
Superior Essex August 1999 - May 2000
Essex Group, Inc May 1995 - May 1999
BMG Music January 1995 - July 1995
Woolworth December 1991 - December 1994
Skills
Stored Procedures, Database Design, Databases, Microsoft SQL Server, Oracle, SDLC, Relational Databases, T-SQL, Software Development, SSRS, SSIS, SQL, VB.NET, .NET
Education
Shippensburg University of Pennsylvania 1988 — 1991
BS, Computer Science
Lincoln Financial Group December 2010 - Present
Investigo a Broadridge Company July 2008 - August 2010
Investigo Corporation October 2005 - July 2008
Swiss Re 2003 - July 2005
Lincoln National Risk Managment / Lincoln Re 2000 - 2003
Superior Essex August 1999 - May 2000
Essex Group, Inc May 1995 - May 1999
BMG Music January 1995 - July 1995
Woolworth December 1991 - December 1994
Skills
Stored Procedures, Database Design, Databases, Microsoft SQL Server, Oracle, SDLC, Relational Databases, T-SQL, Software Development, SSRS, SSIS, SQL, VB.NET, .NET
Education
Shippensburg University of Pennsylvania 1988 — 1991
BS, Computer Science
Laura Browning Laura Browning's Lincoln Financial Group Experience April 2006 - September 2006
Job Gift Shop Manager, Catholic Medical Center
Industry Retail
Experience
Catholic Medical Center August 2007 - Present
Self-employed 2000 - Present
New Hampshire Symphony Orchestra 2005 - 2007
Lincoln Financial Group April 2006 - September 2006
Anthem Health Plans of New Hampshire 2001 - 2003
Catholic Medical Center 1999 - 2000
Optima Health 1998 - 1999
Elliot Hospital 1990 - 1998
Skills
Advertising, Blogging, Budgets, Coaching, Corporate Communications, Copywriting, Copy Editing, Crisis Communications, Customer Service, Event Planning, Event Management, Gift Shops, Internal Communications, Marketing, Marketing Communications, Media Relations, Merchandising, Microsoft Office, Office Management, New Business Development, Newsletters, Non-profits, Press Releases, Project Management, Public Relations, Public Speaking, Retail, Social Media, Social Media Marketing, Social Networking, Strategic Communications, Strategic Planning, Team Building, Team Leadership, Training, Volunteer Management, Nonprofits, Management, Editing, Sales, Account Management
Education
Southern New Hampshire University 1994 — 1998
Graduate Certificate, Health/Health Care Administration/Management
University of New Hampshire 1982 — 1986
BA, Communications
San Diego State University-California State University 1984 — 1984
Exchange Student, Communications
Manchester Central High School
Catholic Medical Center August 2007 - Present
Self-employed 2000 - Present
New Hampshire Symphony Orchestra 2005 - 2007
Lincoln Financial Group April 2006 - September 2006
Anthem Health Plans of New Hampshire 2001 - 2003
Catholic Medical Center 1999 - 2000
Optima Health 1998 - 1999
Elliot Hospital 1990 - 1998
Skills
Advertising, Blogging, Budgets, Coaching, Corporate Communications, Copywriting, Copy Editing, Crisis Communications, Customer Service, Event Planning, Event Management, Gift Shops, Internal Communications, Marketing, Marketing Communications, Media Relations, Merchandising, Microsoft Office, Office Management, New Business Development, Newsletters, Non-profits, Press Releases, Project Management, Public Relations, Public Speaking, Retail, Social Media, Social Media Marketing, Social Networking, Strategic Communications, Strategic Planning, Team Building, Team Leadership, Training, Volunteer Management, Nonprofits, Management, Editing, Sales, Account Management
Education
Southern New Hampshire University 1994 — 1998
Graduate Certificate, Health/Health Care Administration/Management
University of New Hampshire 1982 — 1986
BA, Communications
San Diego State University-California State University 1984 — 1984
Exchange Student, Communications
Manchester Central High School
Karen Sturrock Karen Sturrock's Lincoln Financial Group Experience 1982 - 1987
Job Operations Supervisor at Pacific Life
Industry Insurance
Experience
Pacific Life January 1996 - Present
Hartford Insurance Company 1987 - 1996
Lincoln Financial Group 1982 - 1987
Skills
Operations Management, Customer Service, Sales, Process Improvement, Insurance, Risk Management, Employee Benefits, Team Building, Management, Business Analysis, Strategic Planning, Team Leadership, Outlook, Project Management, Business Planning, Microsoft Excel, Financial Analysis, Microsoft Office, New Business Development, Marketing, Microsoft Word, Public Speaking, Access, Marketing Strategy, Life Insurance
Education
San Jacinto College 1979 — 1982
Associates, Arts
Pacific Life January 1996 - Present
Hartford Insurance Company 1987 - 1996
Lincoln Financial Group 1982 - 1987
Skills
Operations Management, Customer Service, Sales, Process Improvement, Insurance, Risk Management, Employee Benefits, Team Building, Management, Business Analysis, Strategic Planning, Team Leadership, Outlook, Project Management, Business Planning, Microsoft Excel, Financial Analysis, Microsoft Office, New Business Development, Marketing, Microsoft Word, Public Speaking, Access, Marketing Strategy, Life Insurance
Education
San Jacinto College 1979 — 1982
Associates, Arts
Ajit Mhatre, PMP®'s Lincoln Financial Group Experience July 2013 - Present
Job Analysis & Integration | Data Governance | Strategic Planning | Project Management | Process Improvement
Industry Financial Services
Experience
Lincoln Financial Group July 2013 - Present
Lincoln Financial Group January 2009 - June 2013
Lincoln Financial Group July 2005 - January 2009
Boston Scientific June 2003 - June 2005
Boston Scientific June 2000 - May 2003
UBICS September 1998 - May 2003
Skills
Integration, Business Intelligence, Business Analysis, Project Management, SDLC, Data Warehousing, Microsoft SQL Server, MS Project, CRM, Data Analysis, Team Building, Enterprise Software, Cross-functional Team..., Process Improvement, SharePoint, Strategic Data Analysis, Vendor Management, Enterprise Architecture, Program Management, Software Development
Education
Shivaji University
Bachelor of Engineering
Maharashtra State Board of Technical Education (MSBTE)
Diploma
Lincoln Financial Group July 2013 - Present
Lincoln Financial Group January 2009 - June 2013
Lincoln Financial Group July 2005 - January 2009
Boston Scientific June 2003 - June 2005
Boston Scientific June 2000 - May 2003
UBICS September 1998 - May 2003
Skills
Integration, Business Intelligence, Business Analysis, Project Management, SDLC, Data Warehousing, Microsoft SQL Server, MS Project, CRM, Data Analysis, Team Building, Enterprise Software, Cross-functional Team..., Process Improvement, SharePoint, Strategic Data Analysis, Vendor Management, Enterprise Architecture, Program Management, Software Development
Education
Shivaji University
Bachelor of Engineering
Maharashtra State Board of Technical Education (MSBTE)
Diploma
Charlotte Vadas's Lincoln Financial Group Experience October 1996 - February 2004
Job AVP, Marketing Communications at TD
Industry Banking
Experience
TD Bank 2011 - Present
TD Banknorth September 2008 - 2011
TD Banknorth 2005 - 2008
Lincoln Financial Group October 1996 - February 2004
Skills
Marketing Communications, Financial Services, Relationship Management, Banking, Marketing Strategy, Analytics, Credit
Education
Southern Connecticut State University 1968 — 1972
TD Bank 2011 - Present
TD Banknorth September 2008 - 2011
TD Banknorth 2005 - 2008
Lincoln Financial Group October 1996 - February 2004
Skills
Marketing Communications, Financial Services, Relationship Management, Banking, Marketing Strategy, Analytics, Credit
Education
Southern Connecticut State University 1968 — 1972
Justin D'Atri's Lincoln Financial Group Experience August 2006 - December 2007
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street January 2011 - Present
State Street Bank January 2008 - January 2011
Lincoln Financial Group August 2006 - December 2007
Education
Southern New Hampshire University 2003 — 2006
BS, Business Administration
State Street January 2011 - Present
State Street Bank January 2008 - January 2011
Lincoln Financial Group August 2006 - December 2007
Education
Southern New Hampshire University 2003 — 2006
BS, Business Administration
Carrell Al Ball's Lincoln Financial Group Experience September 1996 - Present
Job AVP and Director, IT Risk Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 1996 - Present
Evergreen Airlines February 1995 - February 1996
United States Air Force Reserve March 1990 - March 1994
Skills
CISA, Management, Risk Management, Business Analysis, Process Improvement, SDLC, Visio, Logistics, Program Management, Project Planning, IT Risk Management, Aircraft Maintenance, Disaster Recovery, Vendor Management, Project Management
Education
Southern Illinois University, Carbondale 1981 — 1983
Lincoln Financial Group September 1996 - Present
Evergreen Airlines February 1995 - February 1996
United States Air Force Reserve March 1990 - March 1994
Skills
CISA, Management, Risk Management, Business Analysis, Process Improvement, SDLC, Visio, Logistics, Program Management, Project Planning, IT Risk Management, Aircraft Maintenance, Disaster Recovery, Vendor Management, Project Management
Education
Southern Illinois University, Carbondale 1981 — 1983
Gina Scalise's Lincoln Financial Group Experience January 2010 - Present
Job Technical Resource & Project Manager, Advisor Based Sales at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2010 - Present
Lincoln Financial Advisors January 2009 - January 2010
Lincoln Financial Advisors November 2007 - December 2008
Deloitte September 2005 - October 2007
Education
Santa Clara University 2001 — 2005
Bachelor of Science in Commerce, Major: Accounting, Cum laude
Lincoln Financial Group January 2010 - Present
Lincoln Financial Advisors January 2009 - January 2010
Lincoln Financial Advisors November 2007 - December 2008
Deloitte September 2005 - October 2007
Education
Santa Clara University 2001 — 2005
Bachelor of Science in Commerce, Major: Accounting, Cum laude
Linda Enman's Lincoln Financial Group Experience May 1999 - March 2007
Job Process Analyst at Unum
Industry Insurance
Experience
Unum October 2012 - Present
Unum June 2007 - October 2012
Lincoln Financial Group May 1999 - March 2007
Lincoln Financial Group February 1998 - May 1999
Unum/Lincoln Financial June 1995 - February 1998
Skills
Business Requirements, Requirements Gathering, Business Analysis, SDLC, Insurance, User Acceptance Testing, Waterfall, Visio, Requirements Analysis, Process Improvement, Business Process..., Risk Management, Stakeholder Management, PMO, Business Process Mapping, Traning, Training, Business Process, Project Portfolio..., Leadership
Education
Southern New Hampshire University 1975 — 1979
Business Administration and Management, General
Westlake High School 1971 — 1975
Unum October 2012 - Present
Unum June 2007 - October 2012
Lincoln Financial Group May 1999 - March 2007
Lincoln Financial Group February 1998 - May 1999
Unum/Lincoln Financial June 1995 - February 1998
Skills
Business Requirements, Requirements Gathering, Business Analysis, SDLC, Insurance, User Acceptance Testing, Waterfall, Visio, Requirements Analysis, Process Improvement, Business Process..., Risk Management, Stakeholder Management, PMO, Business Process Mapping, Traning, Training, Business Process, Project Portfolio..., Leadership
Education
Southern New Hampshire University 1975 — 1979
Business Administration and Management, General
Westlake High School 1971 — 1975
Anca Alexandru Rader's Lincoln Financial Group Experience November 2007 - February 2008
Job Real Estate Investor, UX Architect, Entrepreneur
Industry Computer Software
Experience
Accretive Health January 2014 - Present
A Trio Realty April 2008 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas / TEKsystems March 2008 - December 2013
Lincoln Financial Group November 2007 - February 2008
SecurityStockWatch.com March 2005 - October 2007
Romanian Adventist Theological Institute September 2003 - June 2004
Skills
User Experience, JavaScript, HTML, Requirements Gathering, SDLC, Business Analysis, Visio, Agile Methodologies, Business Process, Requirements Analysis, SharePoint, User Interface Design, Software Project..., Software Development, Business Process..., Business Requirements, Scrum, XML, Real Estate, Real Estate Development, Entrepreneurship, Investment Properties, New Business Development, Real Estate Transactions, REO, Foreclosures, Leadership
Education
Southern Adventist University 2005 — 2011
Masters in Business Administration, Management
Southern Adventist University 2001 — 2005
Bachelor in Business Administration, Management
Accretive Health January 2014 - Present
A Trio Realty April 2008 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas / TEKsystems March 2008 - December 2013
Lincoln Financial Group November 2007 - February 2008
SecurityStockWatch.com March 2005 - October 2007
Romanian Adventist Theological Institute September 2003 - June 2004
Skills
User Experience, JavaScript, HTML, Requirements Gathering, SDLC, Business Analysis, Visio, Agile Methodologies, Business Process, Requirements Analysis, SharePoint, User Interface Design, Software Project..., Software Development, Business Process..., Business Requirements, Scrum, XML, Real Estate, Real Estate Development, Entrepreneurship, Investment Properties, New Business Development, Real Estate Transactions, REO, Foreclosures, Leadership
Education
Southern Adventist University 2005 — 2011
Masters in Business Administration, Management
Southern Adventist University 2001 — 2005
Bachelor in Business Administration, Management
Kenneth Schlosser, AIF®'s Lincoln Financial Group Experience July 2006 - December 2006
Job Relationship Manager at Standard Insurance Company
Industry Financial Services
Experience
Standard Insurance Company January 2011 - Present
Intercare Insurance Solutions January 2007 - December 2010
Lincoln Financial Group July 2006 - December 2006
Skills
Retirement, Employee Benefits, 401k, Mutual Funds, Financial Services, CRM, Retirement Planning, Insurance, New Business Development, Series 6, Pensions, Event Planning, Series 63
Education
Seattle University 1994 — 1996
B.A., Business
University of Washington 1991 — 1994
Architecture
Standard Insurance Company January 2011 - Present
Intercare Insurance Solutions January 2007 - December 2010
Lincoln Financial Group July 2006 - December 2006
Skills
Retirement, Employee Benefits, 401k, Mutual Funds, Financial Services, CRM, Retirement Planning, Insurance, New Business Development, Series 6, Pensions, Event Planning, Series 63
Education
Seattle University 1994 — 1996
B.A., Business
University of Washington 1991 — 1994
Architecture
Leslie Charette's Lincoln Financial Group Experience September 2010 - Present
Job System Analyst
Industry Information Technology and Services
Experience
Lincoln Financial Group September 2010 - Present
GMAC Insurance December 1992 - September 2010
Education
University of North Carolina at Greensboro 1982 — 1985
BS, Mathematics/Statistics
Salem College 1976 — 1981
BA, Philosophy
Lincoln Financial Group September 2010 - Present
GMAC Insurance December 1992 - September 2010
Education
University of North Carolina at Greensboro 1982 — 1985
BS, Mathematics/Statistics
Salem College 1976 — 1981
BA, Philosophy
Rebecca Rocco's Lincoln Financial Group Experience September 2014 - Present
Job Senior Business Analyst
Industry Insurance
Experience
Lincoln Financial Group September 2014 - Present
Travelers Insurance October 2005 - November 2013
Skills
Insurance, SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Visio, Business Process, Agile Methodologies, Business Requirements, User Acceptance Testing, Analysis, Leadership, Management, Process Improvement, Vendor Management
Education
Salve Regina University 2001 — 2005
Bachelor's degree, Finance, General
Lincoln Financial Group September 2014 - Present
Travelers Insurance October 2005 - November 2013
Skills
Insurance, SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Visio, Business Process, Agile Methodologies, Business Requirements, User Acceptance Testing, Analysis, Leadership, Management, Process Improvement, Vendor Management
Education
Salve Regina University 2001 — 2005
Bachelor's degree, Finance, General
Katie Libby's Lincoln Financial Group Experience November 2005 - March 2008
Job IA Compliance Associate at Regulatory Compliance, LLC
Industry Financial Services
Experience
Regulatory Compliance, LLC February 2015 - Present
The Cerato Group March 2008 - February 2015
Southern New Hampshire University 2007 - September 2014
Lincoln Financial Group November 2005 - March 2008
Jefferson Pilot Financial May 2005 - November 2005
Southern New Hampshire University May 2003 - May 2005
Skills
Financial Services, Series 7, Securities, Wealth Management, Financial Advisory, Community Development, Leadership, Sales, Strategic Planning, Financial Analysis, Investments, Event Planning, Public Speaking, Microsoft Office, Salesforce.com, Team Building, Mutual Funds, Social Media, Marketing, Management, Customer Service, Business Development, Risk Management
Education
Southern New Hampshire University 2003 — 2005
MS, International Business
Southern New Hampshire University 2000 — 2003
BS, Business Administration
Regulatory Compliance, LLC February 2015 - Present
The Cerato Group March 2008 - February 2015
Southern New Hampshire University 2007 - September 2014
Lincoln Financial Group November 2005 - March 2008
Jefferson Pilot Financial May 2005 - November 2005
Southern New Hampshire University May 2003 - May 2005
Skills
Financial Services, Series 7, Securities, Wealth Management, Financial Advisory, Community Development, Leadership, Sales, Strategic Planning, Financial Analysis, Investments, Event Planning, Public Speaking, Microsoft Office, Salesforce.com, Team Building, Mutual Funds, Social Media, Marketing, Management, Customer Service, Business Development, Risk Management
Education
Southern New Hampshire University 2003 — 2005
MS, International Business
Southern New Hampshire University 2000 — 2003
BS, Business Administration
Michael Bast's Lincoln Financial Group Experience January 2007 - October 2007
Job Relationship Manager at Heartland Payment Systems
Industry Retail
Experience
Heartland Payment Systems August 2013 - Present
United Insurers January 2011 - August 2013
Retirement Investment Advisors. Inc. May 2008 - January 2010
Jackson December 2007 - May 2008
Lincoln Financial Group January 2007 - October 2007
The Hartford August 2004 - January 2007
Skills
Management
Education
Southern Nazarene University 2003 — 2005
Masters of Business Administration, Finance
Southern Nazarene University 1996 — 1998
Business
Heartland Payment Systems August 2013 - Present
United Insurers January 2011 - August 2013
Retirement Investment Advisors. Inc. May 2008 - January 2010
Jackson December 2007 - May 2008
Lincoln Financial Group January 2007 - October 2007
The Hartford August 2004 - January 2007
Skills
Management
Education
Southern Nazarene University 2003 — 2005
Masters of Business Administration, Finance
Southern Nazarene University 1996 — 1998
Business
Cecilia Maier's Lincoln Financial Group Experience March 2000 - October 2003
Job Virtual Assistant at More Time Virtual Assistant
Industry Consumer Services
Experience
More Time Virtual Assistant October 2014 - Present
Stonegate Mortgage Corporation April 2013 - July 2014
BSA LifeStructures July 2011 - January 2013
Truck Emission Control Technologies, Inc (TECT) October 2009 - July 2011
BSA LifeStructures June 2006 - March 2009
INdigital Telecom October 2003 - March 2005
Lincoln Financial Group March 2000 - October 2003
U.S. Embassy Manila, Philippines December 1991 - December 1997
Skills
Analysis, Troubleshooting, Training, SharePoint, Project Planning, Access, Management, Budgets, Outlook, Marketing, Process Scheduler, Human Resources, Active Directory, Microsoft Office, Account Management, Sales, Leadership, Strategic Planning, Customer Service, Team Building
Education
Saint Paul University 1986 — 1991
BA, Communication Arts
More Time Virtual Assistant October 2014 - Present
Stonegate Mortgage Corporation April 2013 - July 2014
BSA LifeStructures July 2011 - January 2013
Truck Emission Control Technologies, Inc (TECT) October 2009 - July 2011
BSA LifeStructures June 2006 - March 2009
INdigital Telecom October 2003 - March 2005
Lincoln Financial Group March 2000 - October 2003
U.S. Embassy Manila, Philippines December 1991 - December 1997
Skills
Analysis, Troubleshooting, Training, SharePoint, Project Planning, Access, Management, Budgets, Outlook, Marketing, Process Scheduler, Human Resources, Active Directory, Microsoft Office, Account Management, Sales, Leadership, Strategic Planning, Customer Service, Team Building
Education
Saint Paul University 1986 — 1991
BA, Communication Arts
Patrick Duong's Lincoln Financial Group Experience August 2007 - January 2009
Job Premium Auditor at AIG
Industry Insurance
Experience
AIG February 2013 - February 2015
Lowry & Associates February 2011 - February 2013
Ryder System, Inc. February 2010 - August 2011
Verizon Wireless June 2009 - September 2009
Lincoln Financial Group August 2007 - January 2009
Skills
Analysis, Sales, New Business Development, Sales Operations, Microsoft Excel, Marketing Strategy, Financial Analysis
Education
San Jose State University 2001 — 2007
Bachelor's degree, Accounting and Finance
San Jose State University
BS, Finance
Mission San Jose High School
Mission San Jose High School
AIG February 2013 - February 2015
Lowry & Associates February 2011 - February 2013
Ryder System, Inc. February 2010 - August 2011
Verizon Wireless June 2009 - September 2009
Lincoln Financial Group August 2007 - January 2009
Skills
Analysis, Sales, New Business Development, Sales Operations, Microsoft Excel, Marketing Strategy, Financial Analysis
Education
San Jose State University 2001 — 2007
Bachelor's degree, Accounting and Finance
San Jose State University
BS, Finance
Mission San Jose High School
Mission San Jose High School
Daniel Coffey's Lincoln Financial Group Experience February 2001 - Present
Job Product Implementation Management
Industry Insurance
Experience
Lincoln Financial Group February 2001 - Present
Bankers Life and Casualty August 1998 - November 1999
Skills
Insurance, Life Insurance
Education
Southern New Hampshire University
MBA, Business Finance
Lincoln Financial Group February 2001 - Present
Bankers Life and Casualty August 1998 - November 1999
Skills
Insurance, Life Insurance
Education
Southern New Hampshire University
MBA, Business Finance
Beth Pesula's Lincoln Financial Group Experience August 2010 - Present
Job Business Analyst
Industry Financial Services
Experience
Lincoln Financial Group August 2010 - Present
CGI Employee Benefits Group June 2009 - October 2009
Fidelity Investments June 2006 - June 2008
Fidelity Investments April 2002 - June 2006
Fidelity Investments December 1999 - April 2002
Fidelity Investments October 1998 - December 1999
Skills
Business Process..., Business Analysis, Analysis, Project Management, Process Improvement
Education
Southern New Hampshire University 2004 — 2009
Graduate Certificate, Marketing
Southern New Hampshire University 2004 — 2008
M.B.A., Business
Southern New Hampshire University 1994 — 1998
B.S., Marketing
Nokomis Regional High School
Lincoln Financial Group August 2010 - Present
CGI Employee Benefits Group June 2009 - October 2009
Fidelity Investments June 2006 - June 2008
Fidelity Investments April 2002 - June 2006
Fidelity Investments December 1999 - April 2002
Fidelity Investments October 1998 - December 1999
Skills
Business Process..., Business Analysis, Analysis, Project Management, Process Improvement
Education
Southern New Hampshire University 2004 — 2009
Graduate Certificate, Marketing
Southern New Hampshire University 2004 — 2008
M.B.A., Business
Southern New Hampshire University 1994 — 1998
B.S., Marketing
Nokomis Regional High School
Monica Gagliarducci's Lincoln Financial Group Experience August 2011 - February 2012
Job MS Sprinfield College Higher education
Industry Education Management
Experience
Apex Healthcare Services, Inc. July 2012 - August 2013
Lincoln Financial Group August 2011 - February 2012
Springfield College September 2006 - July 2008
Skills
Conducting Interviews, Recruiting, Human Resources, Insurance, Customer Service
Education
Springfield College 2008 — 2010
Master of Education (M.Ed.), Psychology
Siena College 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Apex Healthcare Services, Inc. July 2012 - August 2013
Lincoln Financial Group August 2011 - February 2012
Springfield College September 2006 - July 2008
Skills
Conducting Interviews, Recruiting, Human Resources, Insurance, Customer Service
Education
Springfield College 2008 — 2010
Master of Education (M.Ed.), Psychology
Siena College 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
John D Freitas Jr's Lincoln Financial Group Experience August 1997 - July 2002
Job Systems Management Specialist extensive experience designing, implementing solutions for Network and all phases of SDLC.
Industry Information Technology and Services
Experience
Retired and enjoying time with family January 2014 - Present
Retired 01/31/2014 and enjoying every minute. Moved to Worcester, MA to be closer to Grandson. January 2014 - January 2014
CIGNA Network Business Services - Encore Program June 2012 - October 2012
CIGNA IT Web IT - Encore Program January 2011 - August 2011
CIGNA IT ASG/ADI - Encore Program October 2009 - December 2010
IBM ITD/SSO Rochester Server Support June 2007 - May 2009
IBM ITD/SSO, Lincoln Account July 2002 - June 2007
Lincoln Financial Group August 1997 - July 2002
Skills
Security, Servers, Disaster Recovery, Integration, Databases, Infrastructure, Networking, Testing, Windows, Vendor Management
Education
Asnuntuck Cummunity College 2009 — 2010
Certified Pharmacy Technician (CPhT)
Southern New Hampshire University
BS, Bachelor of Science - Bus Mgt/MIS
Retired and enjoying time with family January 2014 - Present
Retired 01/31/2014 and enjoying every minute. Moved to Worcester, MA to be closer to Grandson. January 2014 - January 2014
CIGNA Network Business Services - Encore Program June 2012 - October 2012
CIGNA IT Web IT - Encore Program January 2011 - August 2011
CIGNA IT ASG/ADI - Encore Program October 2009 - December 2010
IBM ITD/SSO Rochester Server Support June 2007 - May 2009
IBM ITD/SSO, Lincoln Account July 2002 - June 2007
Lincoln Financial Group August 1997 - July 2002
Skills
Security, Servers, Disaster Recovery, Integration, Databases, Infrastructure, Networking, Testing, Windows, Vendor Management
Education
Asnuntuck Cummunity College 2009 — 2010
Certified Pharmacy Technician (CPhT)
Southern New Hampshire University
BS, Bachelor of Science - Bus Mgt/MIS
Shari Drewes's Lincoln Financial Group Experience June 1999 - July 2009
Job CPA
Industry Accounting
Experience
CFP LLC December 2009 - Present
Lincoln Financial Group June 1999 - July 2009
State of New Hampshire June 1996 - June 1999
Citizens Bank June 1993 - June 1996
Education
Southern New Hampshire University 1992 — 1996
BS, Accounting
CFP LLC December 2009 - Present
Lincoln Financial Group June 1999 - July 2009
State of New Hampshire June 1996 - June 1999
Citizens Bank June 1993 - June 1996
Education
Southern New Hampshire University 1992 — 1996
BS, Accounting
Nicholas Abelow's Lincoln Financial Group Experience June 2010 - November 2010
Job Partner at Abelow, Pratt, & Associates Financial Advisors & Wealth Management
Industry Financial Services
Experience
LPL Financial January 2015 - Present
Ameriprise Financial Services, Inc. April 2014 - December 2014
Ameriprise Financial Services, Inc. April 2012 - April 2014
Lincoln Financial Group June 2010 - November 2010
Ameriprise Financial Services, Inc. April 2009 - November 2009
Ameriprise Financial Services, Inc. January 2006 - February 2009
American Express Financial Advisors March 2004 - February 2006
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Series 7, Investments, Investment Advisory, Financial Advisory, Asset Allocation, Estate Planning, Investment Strategies, Mutual Funds, Wealth, Portfolio Management, Financial Services, Finance, Securities, FINRA, Insurance
Education
Sonoma State University
Bachelor's Degree, Economics with a Finance Concentration
LPL Financial January 2015 - Present
Ameriprise Financial Services, Inc. April 2014 - December 2014
Ameriprise Financial Services, Inc. April 2012 - April 2014
Lincoln Financial Group June 2010 - November 2010
Ameriprise Financial Services, Inc. April 2009 - November 2009
Ameriprise Financial Services, Inc. January 2006 - February 2009
American Express Financial Advisors March 2004 - February 2006
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Series 7, Investments, Investment Advisory, Financial Advisory, Asset Allocation, Estate Planning, Investment Strategies, Mutual Funds, Wealth, Portfolio Management, Financial Services, Finance, Securities, FINRA, Insurance
Education
Sonoma State University
Bachelor's Degree, Economics with a Finance Concentration
Bree Truby's Lincoln Financial Group Experience September 2011 - Present
Job Meetings and Events Specialist at Lincoln Financial Group
Industry Events Services
Experience
Lincoln Financial Group September 2011 - Present
AAA Mid-Atlantic May 2010 - September 2011
Rolling Barrel Events LLC July 2009 - May 2010
cHill Weddings LLC October 2009 - April 2010
Skills
Event Planning, Event Management, Social Media Marketing, Marketing Communications, Marketing, Social Media, Trade Shows
Education
Shippensburg University of Pennsylvania 2003 — 2007
Bachelors of Arts & Sciences, Communication/Public Relations
Lincoln Financial Group September 2011 - Present
AAA Mid-Atlantic May 2010 - September 2011
Rolling Barrel Events LLC July 2009 - May 2010
cHill Weddings LLC October 2009 - April 2010
Skills
Event Planning, Event Management, Social Media Marketing, Marketing Communications, Marketing, Social Media, Trade Shows
Education
Shippensburg University of Pennsylvania 2003 — 2007
Bachelors of Arts & Sciences, Communication/Public Relations
Bill Ducasse's Lincoln Financial Group Experience August 2005 - Present
Job Quality Assurance software testing at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2005 - Present
Lincoln Financial Group July 2015 - Present
Lincln Financial Group August 2006 - July 2015
Lincoln Financial January 2005 - July 2015
Past Granite Place Toastmasters Treasurer July 2010 - June 2011
Citizens Bank June 1999 - July 2005
Citizens Bank January 1999 - January 2005
Beacon Vision January 2001 - January 2003
Beaconvision 2001 - 2003
Skills
C, C++, Visual Basic, HTML, Java, Analytical Skills, Information Technology, Training, Quality Assurance, Management, Security, Analysis, Auditing
Education
Southern New Hampshire University 2002 — 2006
Masters, Information Technology
University of New Hampshire 1995 — 1999
Bachelor of Arts, Mathematics
Southern New Hampshire University
Masters of Information Technology
Southern New Hampshire University
Master, Business Administration
University of New Hampshire
Masters of Science; Bachelor of Arts, Information Technology; Mathematics
Lincoln Financial Group August 2005 - Present
Lincoln Financial Group July 2015 - Present
Lincln Financial Group August 2006 - July 2015
Lincoln Financial January 2005 - July 2015
Past Granite Place Toastmasters Treasurer July 2010 - June 2011
Citizens Bank June 1999 - July 2005
Citizens Bank January 1999 - January 2005
Beacon Vision January 2001 - January 2003
Beaconvision 2001 - 2003
Skills
C, C++, Visual Basic, HTML, Java, Analytical Skills, Information Technology, Training, Quality Assurance, Management, Security, Analysis, Auditing
Education
Southern New Hampshire University 2002 — 2006
Masters, Information Technology
University of New Hampshire 1995 — 1999
Bachelor of Arts, Mathematics
Southern New Hampshire University
Masters of Information Technology
Southern New Hampshire University
Master, Business Administration
University of New Hampshire
Masters of Science; Bachelor of Arts, Information Technology; Mathematics
Martin Pepe's Lincoln Financial Group Experience September 2009 - Present
Job Sales Rep at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2009 - Present
UnitedHealth Group 2005 - 2009
The Guardian Life Insurance Company of America August 2000 - November 2005
Skills
Disability Insurance, Health Insurance, Insurance, Life Insurance, Long-term Care, Sales, Dental Insurance, Term Life Insurance, Underwriting, Brokers, Health Savings Accounts, Selling, Employee Benefits, Fixed Annuities, 401k
Education
Shippensburg University of Pennsylvania 1991 — 1995
Bachelor of Arts, Criminal Justice
Wyoming Area High School 1987 — 1991
Lincoln Financial Group September 2009 - Present
UnitedHealth Group 2005 - 2009
The Guardian Life Insurance Company of America August 2000 - November 2005
Skills
Disability Insurance, Health Insurance, Insurance, Life Insurance, Long-term Care, Sales, Dental Insurance, Term Life Insurance, Underwriting, Brokers, Health Savings Accounts, Selling, Employee Benefits, Fixed Annuities, 401k
Education
Shippensburg University of Pennsylvania 1991 — 1995
Bachelor of Arts, Criminal Justice
Wyoming Area High School 1987 — 1991
Chad C. Irvin's Lincoln Financial Group Experience April 2003 - March 2008
Job DB Benefit Service Manager at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt April 2008 - Present
Lincoln Financial Group April 2003 - March 2008
Aon Hewitt September 1996 - March 2003
Van Kampen Investments November 1994 - April 1996
Skills
401k, Benefits Administration, Customer Service, Defined Benefit, Employee Benefits, Management, Microsoft Excel, Pensions, Performance Management, Process Improvement, Vendor Management, Project Management, Retirement, Outsourcing
Education
Southern Illinois University, Carbondale 1990 — 1994
B.S., Marketing
Aon Hewitt April 2008 - Present
Lincoln Financial Group April 2003 - March 2008
Aon Hewitt September 1996 - March 2003
Van Kampen Investments November 1994 - April 1996
Skills
401k, Benefits Administration, Customer Service, Defined Benefit, Employee Benefits, Management, Microsoft Excel, Pensions, Performance Management, Process Improvement, Vendor Management, Project Management, Retirement, Outsourcing
Education
Southern Illinois University, Carbondale 1990 — 1994
B.S., Marketing
Rachel DeSanti's Lincoln Financial Group Experience September 2013 - Present
Job Lincoln Financial PreSales Specialist
Industry Internet
Experience
Lincoln Financial Group September 2013 - Present
Sheraton March 2012 - March 2014
PayPal December 2008 - September 2013
Hill Brothers Transportation May 2007 - December 2007
Werner Enterprises September 1998 - April 2007
Skills
Salesforce.com, E-commerce, Online Advertising, New Business Development, Account Management, Lead Generation, Email Marketing, SaaS, Online Marketing, Sales, Recruiting, Management, Sales Process, Strategy, Customer Satisfaction, Leadership
Education
Southeast Community College 1995 — 1998
Gerontology
University of Nebraska at Omaha
Lincoln Financial Group September 2013 - Present
Sheraton March 2012 - March 2014
PayPal December 2008 - September 2013
Hill Brothers Transportation May 2007 - December 2007
Werner Enterprises September 1998 - April 2007
Skills
Salesforce.com, E-commerce, Online Advertising, New Business Development, Account Management, Lead Generation, Email Marketing, SaaS, Online Marketing, Sales, Recruiting, Management, Sales Process, Strategy, Customer Satisfaction, Leadership
Education
Southeast Community College 1995 — 1998
Gerontology
University of Nebraska at Omaha
Suraj Aluru's Lincoln Financial Group Experience September 2009 - May 2010
Job Salesforce.com Solution Architect
Industry Computer Software
Experience
NetApp January 2011 - Present
JAUST Consulting Partners, Inc. 2014 - 2015
JAUST Consulting Partners, Inc. 2014 - 2015
Thomson Reuters August 2010 - December 2010
Genentech June 2010 - December 2010
Lincoln Financial Group September 2009 - May 2010
Teradata Inc. April 2008 - August 2009
Swiss Re May 2007 - February 2008
Sharepoint January 2005 - July 2007
Tradekafe 2003 - 2005
Skills
Integration, Cloud Computing, Salesforce.com, Business Analysis, SFDC, Enterprise Architecture, Web Services, Business Intelligence, Force.com, Solution Architecture, SOA, SDLC, Requirements Analysis, Agile Methodologies, Data Migration, Agile Project Management, Architecture, Architectures, Business Process, Master Data Management, SaaS, Technical Architecture, Enterprise Software, Middleware, Oracle, Software Project..., SQL, Microsoft SQL Server, EAI, Siebel, PaaS, XML, CRM, Java Enterprise Edition, Professional Services, IT Strategy, Visio, ETL, Data Warehousing
Education
Santa Clara University 2012 — 2013
Master's degree, Engineering Management & Leadership
San Jose State University
Bachelor's of Science, Computer Science
KCP SARPS
4 - 10th Grade, High School
NetApp January 2011 - Present
JAUST Consulting Partners, Inc. 2014 - 2015
JAUST Consulting Partners, Inc. 2014 - 2015
Thomson Reuters August 2010 - December 2010
Genentech June 2010 - December 2010
Lincoln Financial Group September 2009 - May 2010
Teradata Inc. April 2008 - August 2009
Swiss Re May 2007 - February 2008
Sharepoint January 2005 - July 2007
Tradekafe 2003 - 2005
Skills
Integration, Cloud Computing, Salesforce.com, Business Analysis, SFDC, Enterprise Architecture, Web Services, Business Intelligence, Force.com, Solution Architecture, SOA, SDLC, Requirements Analysis, Agile Methodologies, Data Migration, Agile Project Management, Architecture, Architectures, Business Process, Master Data Management, SaaS, Technical Architecture, Enterprise Software, Middleware, Oracle, Software Project..., SQL, Microsoft SQL Server, EAI, Siebel, PaaS, XML, CRM, Java Enterprise Edition, Professional Services, IT Strategy, Visio, ETL, Data Warehousing
Education
Santa Clara University 2012 — 2013
Master's degree, Engineering Management & Leadership
San Jose State University
Bachelor's of Science, Computer Science
KCP SARPS
4 - 10th Grade, High School
Daniel Bowles CPA's Lincoln Financial Group Experience May 2008 - August 2008
Job Senior Associate at SC&H Group
Industry Financial Services
Experience
SC&H Group June 2015 - Present
Greenleaf Capital, LLC December 2014 - May 2015
State Street April 2014 - December 2014
State Street June 2012 - March 2014
Capin Crouse, LLP January 2012 - June 2012
Capin Crouse LLP January 2010 - December 2011
L Paul Kassouf & Co., P.C. January 2009 - April 2009
Lincoln Financial Group May 2008 - August 2008
Summit Products, LLC June 2006 - July 2007
Skills
Certified Public..., Certified Fraud Examiner, Auditing, Internal Controls, Financial Statement..., Audit Documentation, Financial Statement..., CPA, Financial Statements, Accounting, GAAP, General Ledger, Internal Audit, Analysis, Budgets, Finance
Education
Samford University 2008 — 2009
Masters of Accountancy, Accounting
Samford University 2004 — 2008
Bachelors of Science, Accounting
Stellenbosch University/Universiteit Stellenbosch 2007 — 2007
SC&H Group June 2015 - Present
Greenleaf Capital, LLC December 2014 - May 2015
State Street April 2014 - December 2014
State Street June 2012 - March 2014
Capin Crouse, LLP January 2012 - June 2012
Capin Crouse LLP January 2010 - December 2011
L Paul Kassouf & Co., P.C. January 2009 - April 2009
Lincoln Financial Group May 2008 - August 2008
Summit Products, LLC June 2006 - July 2007
Skills
Certified Public..., Certified Fraud Examiner, Auditing, Internal Controls, Financial Statement..., Audit Documentation, Financial Statement..., CPA, Financial Statements, Accounting, GAAP, General Ledger, Internal Audit, Analysis, Budgets, Finance
Education
Samford University 2008 — 2009
Masters of Accountancy, Accounting
Samford University 2004 — 2008
Bachelors of Science, Accounting
Stellenbosch University/Universiteit Stellenbosch 2007 — 2007
Kaye Flanagan's Lincoln Financial Group Experience 2008 - 2009
Job Sr. Vice President, Investor Relations
Industry Banking
Experience
Hallmark Home Mortgage May 2014 - Present
Lincoln Financial Group 2008 - 2009
Waterfield Mortgage 1994 - 2006
Skills
Marketing, Sales Management, Credit, Banking, Refinance, Mortgage Banking, Mortgage Lending, Microsoft Office, Loan Origination, Negotiation, Loans, Underwriting, FHA, Team Building, VA loans, Investment Properties, First Time Home Buyers, Credit Analysis, Customer Service, Process Improvement, Real Estate, Finance, Business Analysis, Mortgage Underwriting, USDA, Executive Management, Residential Mortgages, Call Centers, Software Documentation, Customer Satisfaction, Insurance, Risk Management, Sales, Team Leadership, Operations Management, Consumer Lending, FHA financing, Government Loans
Education
Robert G. Cole
San Antonio College
Hallmark Home Mortgage May 2014 - Present
Lincoln Financial Group 2008 - 2009
Waterfield Mortgage 1994 - 2006
Skills
Marketing, Sales Management, Credit, Banking, Refinance, Mortgage Banking, Mortgage Lending, Microsoft Office, Loan Origination, Negotiation, Loans, Underwriting, FHA, Team Building, VA loans, Investment Properties, First Time Home Buyers, Credit Analysis, Customer Service, Process Improvement, Real Estate, Finance, Business Analysis, Mortgage Underwriting, USDA, Executive Management, Residential Mortgages, Call Centers, Software Documentation, Customer Satisfaction, Insurance, Risk Management, Sales, Team Leadership, Operations Management, Consumer Lending, FHA financing, Government Loans
Education
Robert G. Cole
San Antonio College
Allison McAbee's Lincoln Financial Group Experience
Job LTD Claims Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group
Skills
Management, Microsoft Excel, Insurance, Sales, Project Management, Team Building, Leadership, Process Improvement, Call Centers, Program Management, Change Management, Time Management, PowerPoint, Public Speaking
Education
Shorter University-College of Adult & Professional Programs
Bachelor's degree, Business Management
Lincoln Financial Group
Skills
Management, Microsoft Excel, Insurance, Sales, Project Management, Team Building, Leadership, Process Improvement, Call Centers, Program Management, Change Management, Time Management, PowerPoint, Public Speaking
Education
Shorter University-College of Adult & Professional Programs
Bachelor's degree, Business Management
Bill Lervaag's Lincoln Financial Group Experience May 1981 - May 2005
Job CLU, ChFC at MasterPlan Financial Group
Industry Financial Services
Experience
Masterplan Financial Group May 2005 - Present
Heart of Illinois Harvest 1992 - Present
Lincoln Financial Group May 1981 - May 2005
Skills
Retirement Planning, Investments, Estate Planning, Risk Management, Insurance, Business Planning, Securities, Finance, Financial Services, Management, Wealth Accumulation, Tax, Mutual Funds, Banking, Investment Strategies, Portfolio Management, Asset Management
Education
South Dakota State University 1956 — 1961
Bachelor of Science (BS), Agriculture, Agriculture Operations, and Related Sciences
Rapid City Cathedral H.S.
Masterplan Financial Group May 2005 - Present
Heart of Illinois Harvest 1992 - Present
Lincoln Financial Group May 1981 - May 2005
Skills
Retirement Planning, Investments, Estate Planning, Risk Management, Insurance, Business Planning, Securities, Finance, Financial Services, Management, Wealth Accumulation, Tax, Mutual Funds, Banking, Investment Strategies, Portfolio Management, Asset Management
Education
South Dakota State University 1956 — 1961
Bachelor of Science (BS), Agriculture, Agriculture Operations, and Related Sciences
Rapid City Cathedral H.S.
Heather Desjardins's Lincoln Financial Group Experience November 2001 - December 2011
Job Business Analyst at Mass Mutual
Industry Financial Services
Experience
Mass Mutual December 2011 - Present
Lincoln Financial Group November 2001 - December 2011
Lincoln Financial Group January 2001 - October 2001
Lincoln Financial Group January 1999 - December 2000
PwC August 1995 - December 1998
Skills
User Acceptance Testing, Sarbanes-Oxley Act, Financial Reporting, SDLC, Fixed Annuities, Requirements Gathering, Business Analysis, Analysis, Testing, Business Requirements, Test Planning, Insurance, Business Process...
Education
London School of Economics and Political Science 1993 — 1994
Master of Science, Human Resource Management
Southern Methodist University - Cox School of Business 1988 — 1992
Bachelor of Business Administration, Accounting
Mass Mutual December 2011 - Present
Lincoln Financial Group November 2001 - December 2011
Lincoln Financial Group January 2001 - October 2001
Lincoln Financial Group January 1999 - December 2000
PwC August 1995 - December 1998
Skills
User Acceptance Testing, Sarbanes-Oxley Act, Financial Reporting, SDLC, Fixed Annuities, Requirements Gathering, Business Analysis, Analysis, Testing, Business Requirements, Test Planning, Insurance, Business Process...
Education
London School of Economics and Political Science 1993 — 1994
Master of Science, Human Resource Management
Southern Methodist University - Cox School of Business 1988 — 1992
Bachelor of Business Administration, Accounting
Erin Tilton-Alpaugh FLMI, FALU, ACS's Lincoln Financial Group Experience September 2005 - Present
Job Underwriting Director, Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2005 - Present
Ohio National Financial Services November 2001 - August 2005
AIG January 1997 - September 2001
Skills
Underwriting, Term Life Insurance, Insurance, Customer Service, Life Insurance, Disability Insurance
Education
Southern Connecticut State University 1992 — 1996
Bachelor of Science (B.S.), Public Health
Lincoln Financial Group September 2005 - Present
Ohio National Financial Services November 2001 - August 2005
AIG January 1997 - September 2001
Skills
Underwriting, Term Life Insurance, Insurance, Customer Service, Life Insurance, Disability Insurance
Education
Southern Connecticut State University 1992 — 1996
Bachelor of Science (B.S.), Public Health
Jonathan Kupiec's Lincoln Financial Group Experience June 2012 - October 2012
Job Student at Santa Clara University
Industry Financial Services
Experience
Pinkberry Ventures, Inc August 2014 - June 2015
Lincoln Financial Group June 2012 - October 2012
Santa Clara University August 2009 - June 2012
Jamba Juice March 2008 - August 2009
Skills
Attention To Detail, Self-directed, Self-driven, Accounting, Administration, Adobe, Excel, Outlook, PowerPoint, Word, Access, Salesforce.com
Education
Santa Clara University 2009 — 2013
Bachelor of Science, Economics
Bellarmine College Preparatory 2005 — 2009
Diploma
Pinkberry Ventures, Inc August 2014 - June 2015
Lincoln Financial Group June 2012 - October 2012
Santa Clara University August 2009 - June 2012
Jamba Juice March 2008 - August 2009
Skills
Attention To Detail, Self-directed, Self-driven, Accounting, Administration, Adobe, Excel, Outlook, PowerPoint, Word, Access, Salesforce.com
Education
Santa Clara University 2009 — 2013
Bachelor of Science, Economics
Bellarmine College Preparatory 2005 — 2009
Diploma
Wesley Waggoner's Lincoln Financial Group Experience 2001 - 2002
Job Business Owner at Santa Fe Contracting Inc.
Industry Construction
Experience
Santa Fe Contracting, Inc. 2007 - Present
Lincoln Financial Group 2001 - 2002
Skills
Entrepreneurship, Public Speaking, New Business Development
Education
San Diego State University-California State University 2005 — 2007
International Business
Universitat de Barcelona 2006 — 2006
International Business
University of San Diego High School
Santa Fe Contracting, Inc. 2007 - Present
Lincoln Financial Group 2001 - 2002
Skills
Entrepreneurship, Public Speaking, New Business Development
Education
San Diego State University-California State University 2005 — 2007
International Business
Universitat de Barcelona 2006 — 2006
International Business
University of San Diego High School
Jessica LaPlante's Lincoln Financial Group Experience February 2007 - Present
Job Team Leader, IT Help Desk at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2007 - Present
Concord Hospital August 1999 - February 2007
Skills
Active Directory, Windows Server, Information Technology, Troubleshooting, Help Desk Support, VMware, Servers, System Administration
Education
Southern New Hampshire University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Computer/Information Technology Administration and Management
New Hampshire Technical Institute 1996 — 2001
Associate of Science (A.S.), Computer and Information Sciences and Support Services
Lincoln Financial Group February 2007 - Present
Concord Hospital August 1999 - February 2007
Skills
Active Directory, Windows Server, Information Technology, Troubleshooting, Help Desk Support, VMware, Servers, System Administration
Education
Southern New Hampshire University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Computer/Information Technology Administration and Management
New Hampshire Technical Institute 1996 — 2001
Associate of Science (A.S.), Computer and Information Sciences and Support Services
Dawn Zeller's Lincoln Financial Group Experience December 2013 - Present
Job Claims Supervisor
Industry Insurance
Experience
Lincoln Financial Group December 2013 - Present
Dell June 2010 - December 2013
Dell April 2008 - June 2010
Dell April 2006 - April 2008
Skills
Process Improvement, Call Centers, Customer Satisfaction, Customer Service, Team Leadership, Training, Troubleshooting, Business Analysis, Management, Business Process..., Team Building, Project Management, Software Documentation, Change Management, Leadership, Access, Service Delivery, Cross-functional Team...
Education
Southeast Community College
Associate of Science (A.S.), Business Administration and Marketing
Lincoln Financial Group December 2013 - Present
Dell June 2010 - December 2013
Dell April 2008 - June 2010
Dell April 2006 - April 2008
Skills
Process Improvement, Call Centers, Customer Satisfaction, Customer Service, Team Leadership, Training, Troubleshooting, Business Analysis, Management, Business Process..., Team Building, Project Management, Software Documentation, Change Management, Leadership, Access, Service Delivery, Cross-functional Team...
Education
Southeast Community College
Associate of Science (A.S.), Business Administration and Marketing
Paige Fernandez's Lincoln Financial Group Experience June 2013 - August 2013
Job Donor Relations Assistant at Sarah Lawrence Office of Advancement
Industry
Experience
Sarah Lawrence Office of Advancement January 2014 - Present
Lincoln Financial Group June 2013 - August 2013
Advanced Research Management Consultants-Global June 2012 - September 2012
Skills
Employee Benefits, Insurance, Outlook, Office Management, Administrative..., Human Resources, Access, Payroll, Spreadsheets
Education
Sarah Lawrence College 2013 — 2017
Sarah Lawrence Office of Advancement January 2014 - Present
Lincoln Financial Group June 2013 - August 2013
Advanced Research Management Consultants-Global June 2012 - September 2012
Skills
Employee Benefits, Insurance, Outlook, Office Management, Administrative..., Human Resources, Access, Payroll, Spreadsheets
Education
Sarah Lawrence College 2013 — 2017
Cheryl Faust's Lincoln Financial Group Experience October 2005 - Present
Job Senior Premium Processor at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 2005 - Present
Central States Life & Health Insurance Company of Omaha January 1989 - September 2005
United Life Insurance Company June 1981 - December 1988
Skills
Accounting, Life Insurance, Billing Process, Billing Services, Investments, Retirement Planning, Mutual Funds, Retirement, Financial Services, Series 7, Fixed Annuities, Financial Analysis, Business Analysis, Strategic Financial..., Series 63, Risk Management, SDLC, Wealth Management, Employee Benefits
Education
Southeast Community College 1981 — 1984
no degree, Took some accounting and office class'
Nemaha Valley High School, Cook Ne 1970 — 1974
Received a high school diploma, Basic class'
Lincoln Financial Group October 2005 - Present
Central States Life & Health Insurance Company of Omaha January 1989 - September 2005
United Life Insurance Company June 1981 - December 1988
Skills
Accounting, Life Insurance, Billing Process, Billing Services, Investments, Retirement Planning, Mutual Funds, Retirement, Financial Services, Series 7, Fixed Annuities, Financial Analysis, Business Analysis, Strategic Financial..., Series 63, Risk Management, SDLC, Wealth Management, Employee Benefits
Education
Southeast Community College 1981 — 1984
no degree, Took some accounting and office class'
Nemaha Valley High School, Cook Ne 1970 — 1974
Received a high school diploma, Basic class'
Kelsey Lane's Lincoln Financial Group Experience August 2014 - October 2014
Job Analyst at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC March 2015 - Present
Freelance October 2014 - Present
Lincoln Financial Group August 2014 - October 2014
Daktronics September 2013 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Cashiering, Leadership, PowerPoint, Teamwork, Time Management, Marketing, Project Management
Education
South Dakota State University 2009 — 2013
Bachelor of Science (B.S.), Business/ Economics
Securities America, Inc. Member FINRA/SIPC March 2015 - Present
Freelance October 2014 - Present
Lincoln Financial Group August 2014 - October 2014
Daktronics September 2013 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Cashiering, Leadership, PowerPoint, Teamwork, Time Management, Marketing, Project Management
Education
South Dakota State University 2009 — 2013
Bachelor of Science (B.S.), Business/ Economics
Chris Mickelson's Lincoln Financial Group Experience
Job Associate intake representative at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group
Skills
Social Media, Customer Service, Research
Education
Southern New Hampshire University 2014 — 2017
Graphic Design
Lincoln Financial Group
Skills
Social Media, Customer Service, Research
Education
Southern New Hampshire University 2014 — 2017
Graphic Design
Gina Case's Lincoln Financial Group Experience December 2007 - February 2009
Job Retirement Specialist at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial February 2009 - Present
Lincoln Financial Group December 2007 - February 2009
Lincoln Financial Advisors August 2005 - December 2007
Skills
Retirement, Mutual Funds, Financial Services, Investments, Retirement Planning
Education
The American College 2013 — 2015
Master's degree, Financial Services
San Diego State University-California State University 2001 — 2005
Bachelor of Science (B.S.), Spanish Language and Literature
Nationwide Financial February 2009 - Present
Lincoln Financial Group December 2007 - February 2009
Lincoln Financial Advisors August 2005 - December 2007
Skills
Retirement, Mutual Funds, Financial Services, Investments, Retirement Planning
Education
The American College 2013 — 2015
Master's degree, Financial Services
San Diego State University-California State University 2001 — 2005
Bachelor of Science (B.S.), Spanish Language and Literature
Christine Bary's Lincoln Financial Group Experience
Job BrokerDealer Platform Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group
Education
Saint Michael's College 1998 — 2002
Bachelor of Science (BS), Accounting and Business with Finance
Lincoln Financial Group
Education
Saint Michael's College 1998 — 2002
Bachelor of Science (BS), Accounting and Business with Finance
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO