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),
Lincoln Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lincoln Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Brandon M. Andres, CPA Brandon M. Andres, CPA's Lincoln Financial Group Experience May 2007 - August 2007
Job Tax Manager KPMG
Industry Accounting
Experience
KPMG November 2012 - Present
Susquehanna International Group November 2011 - November 2012
Ernst & Young October 2008 - November 2011
Ernst & Young Limited - Indian Branch June 2011 - August 2011
Lincoln Financial Group May 2007 - August 2007
Skills
Financial Services, Tax Research, Tax Advisory, Partnership Taxation, Hedge Fund Taxation, Mutual Fund Taxation, Private Equity Taxation, Investment Partnership..., Limited Partnerships, LLCs
Education
Villanova University School of Law 2015 — 2018
Master's Degree, Taxation
Temple University 2004 — 2008
Bachelors of Business Administration, Accounting
KPMG November 2012 - Present
Susquehanna International Group November 2011 - November 2012
Ernst & Young October 2008 - November 2011
Ernst & Young Limited - Indian Branch June 2011 - August 2011
Lincoln Financial Group May 2007 - August 2007
Skills
Financial Services, Tax Research, Tax Advisory, Partnership Taxation, Hedge Fund Taxation, Mutual Fund Taxation, Private Equity Taxation, Investment Partnership..., Limited Partnerships, LLCs
Education
Villanova University School of Law 2015 — 2018
Master's Degree, Taxation
Temple University 2004 — 2008
Bachelors of Business Administration, Accounting
Catherine Teetor Catherine Teetor's Lincoln Financial Group Experience August 2004 - December 2007
Job Account Executive Employee Benefits
Industry Insurance
Experience
Arthur J. Gallagher & Co. February 2011 - Present
Brendis & Brendis Inc. February 2011 - December 2012
Charles L. Crane Agency September 2009 - February 2011
SilverStone Group, Inc June 2008 - September 2009
Mutual of Omaha December 2007 - June 2008
Lincoln Financial Group August 2004 - December 2007
Lincoln Financial Group August 2004 - March 2006
Abercrombie & Fitch/Hollister Co November 2003 - April 2004
Boys Town February 2003 - January 2004
March of Dimes February 2002 - May 2002
Skills
PowerPoint, Word, Outlook, Excel, Customer Relations, Problem Solving, Employee Benefits, Group Insurance, Public Speaking, Communication, Issue Resolution, Benefit Point, Client Management
Education
Texas Christian University 1998 — 2002
Bachelors, Communications
TCU London Center 2001 — 2001
Nebraska Health & Life Producer's License
Arthur J. Gallagher & Co. February 2011 - Present
Brendis & Brendis Inc. February 2011 - December 2012
Charles L. Crane Agency September 2009 - February 2011
SilverStone Group, Inc June 2008 - September 2009
Mutual of Omaha December 2007 - June 2008
Lincoln Financial Group August 2004 - December 2007
Lincoln Financial Group August 2004 - March 2006
Abercrombie & Fitch/Hollister Co November 2003 - April 2004
Boys Town February 2003 - January 2004
March of Dimes February 2002 - May 2002
Skills
PowerPoint, Word, Outlook, Excel, Customer Relations, Problem Solving, Employee Benefits, Group Insurance, Public Speaking, Communication, Issue Resolution, Benefit Point, Client Management
Education
Texas Christian University 1998 — 2002
Bachelors, Communications
TCU London Center 2001 — 2001
Nebraska Health & Life Producer's License
Laura Horn Laura Horn's Lincoln Financial Group Experience February 2000 - November 2003
Job Sales & Marketing Professional
Industry Cosmetics
Experience
H2O Plus May 2015 - Present
Ghirardelli Chocolate Company January 2014 - October 2014
The Clorox Company November 2009 - November 2013
Vaska, LLC May 2009 - November 2009
The Clorox Company September 2007 - May 2009
Electronic Arts (EA) April 2007 - September 2007
The Clorox Company December 2003 - April 2007
Lincoln Financial Group February 2000 - November 2003
The Addis Group, LLC. February 1998 - January 2000
Philadelphia Phillies August 1990 - February 1998
Skills
Consumer Products, Key Account Development, Customer Insight, Retail, Shopper Marketing, Forecasting, Competitive Analysis, FMCG, Product Innovation, Marketing Management, P, Product Marketing, Brand Development, Marketing, Management, Strategic Planning, Strategy, Project Management, Advertising
Education
Temple University 1986 — 1990
Bachelor of Arts (B.A.), Radio and Television
H2O Plus May 2015 - Present
Ghirardelli Chocolate Company January 2014 - October 2014
The Clorox Company November 2009 - November 2013
Vaska, LLC May 2009 - November 2009
The Clorox Company September 2007 - May 2009
Electronic Arts (EA) April 2007 - September 2007
The Clorox Company December 2003 - April 2007
Lincoln Financial Group February 2000 - November 2003
The Addis Group, LLC. February 1998 - January 2000
Philadelphia Phillies August 1990 - February 1998
Skills
Consumer Products, Key Account Development, Customer Insight, Retail, Shopper Marketing, Forecasting, Competitive Analysis, FMCG, Product Innovation, Marketing Management, P, Product Marketing, Brand Development, Marketing, Management, Strategic Planning, Strategy, Project Management, Advertising
Education
Temple University 1986 — 1990
Bachelor of Arts (B.A.), Radio and Television
Igor Leonov Igor Leonov's Lincoln Financial Group Experience May 2013 - September 2013
Job Graduate of Temple University Fox School of Business and Management
Industry Telecommunications
Experience
Global Currency Inc. November 2013 - May 2015
T-Mobile June 2011 - October 2013
Lincoln Financial Group May 2013 - September 2013
Skills
Finance, Financial Risk, Financial Reporting, Financial Analysis, Cash Management, Portfolio Management, Cross Selling, Deposits, Credit Risk, Financial Planning, Securities, 401k Rollovers, Lines Of Credit, Stock Management, Stock Trading, Stock Picking, WordPress, SAP, SharePoint, CSS, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, SQL, MySQL, Databases
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), Finance, Management Information Systems, 3.40
Franklin Towne Charter High School 2002 — 2006
High School Diploma, 12
Global Currency Inc. November 2013 - May 2015
T-Mobile June 2011 - October 2013
Lincoln Financial Group May 2013 - September 2013
Skills
Finance, Financial Risk, Financial Reporting, Financial Analysis, Cash Management, Portfolio Management, Cross Selling, Deposits, Credit Risk, Financial Planning, Securities, 401k Rollovers, Lines Of Credit, Stock Management, Stock Trading, Stock Picking, WordPress, SAP, SharePoint, CSS, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, SQL, MySQL, Databases
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), Finance, Management Information Systems, 3.40
Franklin Towne Charter High School 2002 — 2006
High School Diploma, 12
Leah Gebhardt Leah Gebhardt's Lincoln Financial Group Experience July 2015 - Present
Job Wholesale Marketing Assistant at Lincoln Financial Group
Industry Events Services
Experience
Lincoln Financial Group July 2015 - Present
Philadelphia Cricket Club February 2015 - July 2015
Aramark March 2014 - February 2015
Aramark June 2013 - March 2014
Temple University January 2013 - June 2013
Copperfield Inn at Lakeside July 2012 - August 2012
YMCA June 2010 - August 2012
Philadelphia Union January 2012 - May 2012
ARAMARK January 2010 - January 2012
Skills
Event Planning, Meeting Planning, Event Management, Events Coordination, Events, Recreation Planning, General Administrative..., Sports Management, Marketing Communications, Catering, Food & Beverage, Management, Sales, Customer Service, Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Social Networking, Public Speaking, Microsoft Word, Leadership, Hospitality, Hospitality Management, Front Office, Budgets, Customer Satisfaction
Education
Temple University 2009 — 2013
Bachelor of Science (BS), Tourism and Hospitality Management, General Business Studies, Senior
Temple University - Fox School of Business and Management 2009 — 2013
Tourism and Hospitality Management, Tourism and Hospitality Management
Lincoln Financial Group July 2015 - Present
Philadelphia Cricket Club February 2015 - July 2015
Aramark March 2014 - February 2015
Aramark June 2013 - March 2014
Temple University January 2013 - June 2013
Copperfield Inn at Lakeside July 2012 - August 2012
YMCA June 2010 - August 2012
Philadelphia Union January 2012 - May 2012
ARAMARK January 2010 - January 2012
Skills
Event Planning, Meeting Planning, Event Management, Events Coordination, Events, Recreation Planning, General Administrative..., Sports Management, Marketing Communications, Catering, Food & Beverage, Management, Sales, Customer Service, Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Social Networking, Public Speaking, Microsoft Word, Leadership, Hospitality, Hospitality Management, Front Office, Budgets, Customer Satisfaction
Education
Temple University 2009 — 2013
Bachelor of Science (BS), Tourism and Hospitality Management, General Business Studies, Senior
Temple University - Fox School of Business and Management 2009 — 2013
Tourism and Hospitality Management, Tourism and Hospitality Management
joseph cain joseph cain's Lincoln Financial Group Experience January 2008 - April 2008
Job Adjunct Faculty at University of Phoenix
Industry Law Enforcement
Experience
University of Phoenix November 2013 - Present
phila police department August 1993 - Present
Lincoln Financial Group January 2008 - April 2008
Philadelphia Prison System March 1990 - August 1993
Skills
Criminal Investigations, Firearms, Criminal Justice, Private Investigations, Interrogation, Crime Prevention, Evidence, Public Safety, Field Training, SWAT, Surveillance, Field Training Officer, Law Enforcement..., Training, Investigation, Physical Security, Emergency Management, Security, Workplace Violence, Executive Protection, Fraud, Homeland Security, Crisis Management, Security Management, Law Enforcement
Education
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Global Management
Temple University 1985 — 1991
Bachelor of Business Administration (BBA), Pre-Law Studies
University of Phoenix November 2013 - Present
phila police department August 1993 - Present
Lincoln Financial Group January 2008 - April 2008
Philadelphia Prison System March 1990 - August 1993
Skills
Criminal Investigations, Firearms, Criminal Justice, Private Investigations, Interrogation, Crime Prevention, Evidence, Public Safety, Field Training, SWAT, Surveillance, Field Training Officer, Law Enforcement..., Training, Investigation, Physical Security, Emergency Management, Security, Workplace Violence, Executive Protection, Fraud, Homeland Security, Crisis Management, Security Management, Law Enforcement
Education
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Global Management
Temple University 1985 — 1991
Bachelor of Business Administration (BBA), Pre-Law Studies
Jessica Rossi Jessica Rossi's Lincoln Financial Group Experience December 2014 - January 2015
Job Technology Fellow at Temple University
Industry
Experience
Temple University August 2015 - Present
Temple University September 2014 - August 2015
Lincoln Financial Group December 2014 - January 2015
Temple University September 2014 - December 2014
Bridgeforce May 2014 - August 2014
YMCA of the Brandywine Valley May 2013 - January 2014
Skills
Matlab, SPSS, JavaScript, Stata, Microsoft Excel, Microsoft Office, Data Analysis, Economics, Mathematics, Public Speaking
Education
Temple University 2012 — 2016
Bachelor of Arts (BA), Major: Mathematical Economics, Minors: Computer Science, Spanish
Avon Grove High School 2008 — 2012
Temple University August 2015 - Present
Temple University September 2014 - August 2015
Lincoln Financial Group December 2014 - January 2015
Temple University September 2014 - December 2014
Bridgeforce May 2014 - August 2014
YMCA of the Brandywine Valley May 2013 - January 2014
Skills
Matlab, SPSS, JavaScript, Stata, Microsoft Excel, Microsoft Office, Data Analysis, Economics, Mathematics, Public Speaking
Education
Temple University 2012 — 2016
Bachelor of Arts (BA), Major: Mathematical Economics, Minors: Computer Science, Spanish
Avon Grove High School 2008 — 2012
Brent Wenzel (4000+ Connections) Brent Wenzel (4000+ Connections)'s Lincoln Financial Group Experience June 2003 - August 2008
Job Account Executive (Sales) at Jobvite
Industry Information Technology and Services
Experience
Jobvite October 2014 - Present
Randstad Technologies US December 2010 - October 2014
Randstad Technologies US December 2010 - October 2014
Network Hardware Resale June 2010 - December 2010
Reliance Standard August 2008 - November 2009
Lincoln Financial Group June 2003 - August 2008
Skills
Recruiting, Employee Benefits, Leadership, Information Technology, Cisco Technologies, Account Management, Salesforce.com, Vendor Management, Cold Calling, Sales, Customer Service, Project Management, SDLC, Sales Management, Windows, Cloud Computing, New Business Development, Solution Selling, Microsoft Excel, Business Development, Team Leadership, CRM, Negotiation, SaaS, Sales Operations, Telecommunications, Business Analysis, Networking, Management, Outsourcing, Enterprise Software, Process Improvement, Team Building, Sourcing, Talent Acquisition, Internet Recruiting, Staff Augmentation, Technical Recruiting, Contract Recruitment, Staffing Services, Temporary Placement, Benefits Negotiation, Data Center, Professional Services, College Recruiting, Permanent Placement, Screening Resumes, Applicant Tracking..., Call Centers, Consulting
Education
Texas State University-San Marcos 1996 — 2003
Bachelors, Mass Communications - Broadcasting
Jobvite October 2014 - Present
Randstad Technologies US December 2010 - October 2014
Randstad Technologies US December 2010 - October 2014
Network Hardware Resale June 2010 - December 2010
Reliance Standard August 2008 - November 2009
Lincoln Financial Group June 2003 - August 2008
Skills
Recruiting, Employee Benefits, Leadership, Information Technology, Cisco Technologies, Account Management, Salesforce.com, Vendor Management, Cold Calling, Sales, Customer Service, Project Management, SDLC, Sales Management, Windows, Cloud Computing, New Business Development, Solution Selling, Microsoft Excel, Business Development, Team Leadership, CRM, Negotiation, SaaS, Sales Operations, Telecommunications, Business Analysis, Networking, Management, Outsourcing, Enterprise Software, Process Improvement, Team Building, Sourcing, Talent Acquisition, Internet Recruiting, Staff Augmentation, Technical Recruiting, Contract Recruitment, Staffing Services, Temporary Placement, Benefits Negotiation, Data Center, Professional Services, College Recruiting, Permanent Placement, Screening Resumes, Applicant Tracking..., Call Centers, Consulting
Education
Texas State University-San Marcos 1996 — 2003
Bachelors, Mass Communications - Broadcasting
Ayele K. Ajavon's Lincoln Financial Group Experience December 2005 - May 2012
Job Public Relations Specialist at Bank of the West
Industry Public Relations and Communications
Experience
Bank of the West November 2013 - Present
Public Relations Society of America - San Francisco Chapter June 2012 - Present
IABC May 2013 - November 2013
Go Factory, LLC September 2012 - November 2012
Lincoln Financial Group December 2005 - May 2012
Delaware Investments, a member of the Macquarie Group December 2005 - January 2010
Philadelphia Black Public Relations Society 2008 - 2009
Greater Philadelphia Tourism Marketing Corporation July 2002 - September 2005
Philadelphia Association of Black Journalist 2002 - 2005
Skills
Internal Communications, Corporate Communications, Media Relations, Public Relations, Strategic Communications, Crisis Communications, Communication Training, Copywriting, Social Media, Press Releases, Marketing Communications, Event Planning, Editing, Social Networking, Newsletters, External C, Mergers & Acquisitions..., Communications Planning, Research, Mergers & Acquisitions, Marketing, Spokesperson, Copy Editing, Speech Writing, Content Strategy, Content Management, Strategy, Facebook, Storytelling, Creative Direction, Content Development, Brand Awareness, New Media, Integrated Marketing, Thought Leadership, Blogging, Social Media Marketing, Web Content, Sitecore, Publicity, Crisis Management, Messaging, Message Development, Reputation Management
Education
Temple University 1996 — 2000
Bachelors Degree, Journalism, Public Relations & Advertising
Temple University
Bachelor of Science in Communications from the School of Communications, Advertising and Theater, Public Relations, Advertising, and Applied Communication
Bank of the West November 2013 - Present
Public Relations Society of America - San Francisco Chapter June 2012 - Present
IABC May 2013 - November 2013
Go Factory, LLC September 2012 - November 2012
Lincoln Financial Group December 2005 - May 2012
Delaware Investments, a member of the Macquarie Group December 2005 - January 2010
Philadelphia Black Public Relations Society 2008 - 2009
Greater Philadelphia Tourism Marketing Corporation July 2002 - September 2005
Philadelphia Association of Black Journalist 2002 - 2005
Skills
Internal Communications, Corporate Communications, Media Relations, Public Relations, Strategic Communications, Crisis Communications, Communication Training, Copywriting, Social Media, Press Releases, Marketing Communications, Event Planning, Editing, Social Networking, Newsletters, External C, Mergers & Acquisitions..., Communications Planning, Research, Mergers & Acquisitions, Marketing, Spokesperson, Copy Editing, Speech Writing, Content Strategy, Content Management, Strategy, Facebook, Storytelling, Creative Direction, Content Development, Brand Awareness, New Media, Integrated Marketing, Thought Leadership, Blogging, Social Media Marketing, Web Content, Sitecore, Publicity, Crisis Management, Messaging, Message Development, Reputation Management
Education
Temple University 1996 — 2000
Bachelors Degree, Journalism, Public Relations & Advertising
Temple University
Bachelor of Science in Communications from the School of Communications, Advertising and Theater, Public Relations, Advertising, and Applied Communication
Kennon McMahon Kennon McMahon's Lincoln Financial Group Experience Actuarial InternBuck ConsultantsJune 2013 - August 2013
Job Actuarial Analyst at Lincoln Financial Group
Industry
Experience
Lincoln Financial Group Actuarial InternBuck ConsultantsJune 2013 - August 2013
Skills
Microsoft Word, Actuarial Science, Microsoft Office, Microsoft Excel, Financial Analysis
Education
Temple University 2011 — 2013
Wesley College 2009 — 2010
Lincoln Financial Group Actuarial InternBuck ConsultantsJune 2013 - August 2013
Skills
Microsoft Word, Actuarial Science, Microsoft Office, Microsoft Excel, Financial Analysis
Education
Temple University 2011 — 2013
Wesley College 2009 — 2010
Dan Harlow Dan Harlow's Lincoln Financial Group Experience November 2011 - November 2013
Job Vice President at Stealth Partner Group
Industry Insurance
Experience
Stealth Partner Group November 2013 - Present
Lincoln Financial Group November 2011 - November 2013
Sun Life Financial April 2004 - October 2011
Canada Life April 1999 - March 2004
Education
Texas State University-San Marcos
Bachelor of Arts (B.A.), Finance
Stealth Partner Group November 2013 - Present
Lincoln Financial Group November 2011 - November 2013
Sun Life Financial April 2004 - October 2011
Canada Life April 1999 - March 2004
Education
Texas State University-San Marcos
Bachelor of Arts (B.A.), Finance
Alexa Levine Alexa Levine's Lincoln Financial Group Experience June 2015 - August 2015
Job Office support in the Department of Student Center Operations, Activities, and Leadership at Temple University
Industry Health, Wellness and Fitness
Experience
Temple University January 2015 - Present
Temple University August 2015 - Present
Lincoln Financial Group June 2015 - August 2015
Temple University August 2014 - December 2014
EXPRESS November 2012 - August 2014
YMCA of Greater Pittsburgh August 2012 - December 2013
Skills
Customer Service, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Sales, Time Management, Retail, Facebook, Leadership, Management, Nonprofits, Social Networking
Education
Temple University - Fox School of Business and Management 2014 — 2016
Risk and Insurance Management, 3.8
University of Pittsburgh 2012 — 2013
Temple University January 2015 - Present
Temple University August 2015 - Present
Lincoln Financial Group June 2015 - August 2015
Temple University August 2014 - December 2014
EXPRESS November 2012 - August 2014
YMCA of Greater Pittsburgh August 2012 - December 2013
Skills
Customer Service, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Sales, Time Management, Retail, Facebook, Leadership, Management, Nonprofits, Social Networking
Education
Temple University - Fox School of Business and Management 2014 — 2016
Risk and Insurance Management, 3.8
University of Pittsburgh 2012 — 2013
Perri (Sammis) Brighiu's Lincoln Financial Group Experience June 2008 - August 2008
Job Credit Analyst at PlainsCapital Bank
Industry Financial Services
Experience
PlainsCapital Bank January 2013 - Present
Town North Bank February 2012 - January 2013
Town North Bank May 2011 - January 2012
Texas Capital Bank June 2010 - July 2010
Lincoln Financial Group June 2008 - August 2008
Skills
Credit Analysis, Credit, Underwriting, Commercial Banking, Loans, Finance, Banking, Financial Analysis, Credit Risk, Mortgage Banking, Lines Of Credit, Accounting, Commercial Lending, Microsoft Excel, Microsoft Office, Portfolio Management, Mortgage Lending
Education
Texas Christian University 2007 — 2011
BBA, Finance
Highland Park High School 2003 — 2007
PlainsCapital Bank January 2013 - Present
Town North Bank February 2012 - January 2013
Town North Bank May 2011 - January 2012
Texas Capital Bank June 2010 - July 2010
Lincoln Financial Group June 2008 - August 2008
Skills
Credit Analysis, Credit, Underwriting, Commercial Banking, Loans, Finance, Banking, Financial Analysis, Credit Risk, Mortgage Banking, Lines Of Credit, Accounting, Commercial Lending, Microsoft Excel, Microsoft Office, Portfolio Management, Mortgage Lending
Education
Texas Christian University 2007 — 2011
BBA, Finance
Highland Park High School 2003 — 2007
Nicholas Atwood Nicholas Atwood's Lincoln Financial Group Experience 2003 - 2011
Job Vice President at MassMutual Southwest, a general agency of Massachusetts Mutual Life Insurance Company
Industry Financial Services
Experience
MassMutual Southwest, a general agency of Massachusetts Mutual Life Insurance Company June 2011 - Present
Lincoln Financial Group 2003 - 2011
Education
Texas Tech University 1997 — 2002
Bachelor of Science (BS), Financial Planning
MassMutual Southwest, a general agency of Massachusetts Mutual Life Insurance Company June 2011 - Present
Lincoln Financial Group 2003 - 2011
Education
Texas Tech University 1997 — 2002
Bachelor of Science (BS), Financial Planning
Christopher Bak Christopher Bak's Lincoln Financial Group Experience January 2014 - Present
Job Operations Associate at Professional Capital Services
Industry Accounting
Experience
Professional Capital Services June 2014 - Present
Lincoln Financial Group January 2014 - Present
Philadelphia Eagles September 2013 - January 2014
Philadelphia Cricket Club April 2013 - September 2013
IHOP April 2005 - September 2008
Skills
Cpr Certified, Microsoft Excel, Microsoft Office, Morningstar, Marketing, Auditing, Customer Satisfaction, Insurance, Investments, Research, Strategic Financial..., Process Scheduler, Sales Management, Tax, Mutual Funds, Time Management
Education
Temple University 2012 — 2014
Bachelor of Business Administration (BBA), Accounting, Senior (150 credits)
Professional Capital Services June 2014 - Present
Lincoln Financial Group January 2014 - Present
Philadelphia Eagles September 2013 - January 2014
Philadelphia Cricket Club April 2013 - September 2013
IHOP April 2005 - September 2008
Skills
Cpr Certified, Microsoft Excel, Microsoft Office, Morningstar, Marketing, Auditing, Customer Satisfaction, Insurance, Investments, Research, Strategic Financial..., Process Scheduler, Sales Management, Tax, Mutual Funds, Time Management
Education
Temple University 2012 — 2014
Bachelor of Business Administration (BBA), Accounting, Senior (150 credits)
Allison Russell, CEBS Allison Russell, CEBS's Lincoln Financial Group Experience June 2015 - Present
Job Benefits Consultant at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group June 2014 - May 2015
Temple University August 2013 - May 2014
Lincoln Financial Group June 2013 - August 2013
Skills
Customer Service, Analysis, Leadership, Microsoft Word, PowerPoint, Employee Benefits, Employee Wellness..., Health Care Reform, Microsoft Excel, Communication, Time Management, Teamwork, Access, Microsoft Outlook, Open Enrollment
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Risk Mangement & Insurance; Accounting
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group June 2014 - May 2015
Temple University August 2013 - May 2014
Lincoln Financial Group June 2013 - August 2013
Skills
Customer Service, Analysis, Leadership, Microsoft Word, PowerPoint, Employee Benefits, Employee Wellness..., Health Care Reform, Microsoft Excel, Communication, Time Management, Teamwork, Access, Microsoft Outlook, Open Enrollment
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Risk Mangement & Insurance; Accounting
Sophia Christenson's Lincoln Financial Group Experience July 2014 - Present
Job Digital Content Associate (Leadership Prepration Program), Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2014 - Present
Nordstrom June 2011 - December 2013
QVC May 2013 - August 2013
Sony Electronics June 2011 - May 2012
Temple University October 2010 - January 2012
Temple University January 2011 - June 2011
Skills
Social Media, Public Speaking, Customer Service, Leadership, Microsoft Office, Event Planning, Social Networking, Time Management, Microsoft Excel, Facebook, Sales, SPSS, Networking, Retail, Marketing
Education
Temple University 2010 — 2014
Bachelor's of Business Administration, Marketing Major, French Minor
Temple University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
American Business School of Paris 2012 — 2012
Marketing
Lincoln Financial Group July 2014 - Present
Nordstrom June 2011 - December 2013
QVC May 2013 - August 2013
Sony Electronics June 2011 - May 2012
Temple University October 2010 - January 2012
Temple University January 2011 - June 2011
Skills
Social Media, Public Speaking, Customer Service, Leadership, Microsoft Office, Event Planning, Social Networking, Time Management, Microsoft Excel, Facebook, Sales, SPSS, Networking, Retail, Marketing
Education
Temple University 2010 — 2014
Bachelor's of Business Administration, Marketing Major, French Minor
Temple University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
American Business School of Paris 2012 — 2012
Marketing
Alphonse Wilfred Alphonse Wilfred's Lincoln Financial Group Experience August 2014 - December 2014
Job Student at Temple University
Industry Media Production
Experience
Temple University September 2012 - Present
Lincoln Financial Group August 2014 - December 2014
Political Activism June 2011 - June 2013
Skills
Persuasive Speaker, People Skills, Performing Arts, News Writing, Time & Attendance, Customer Service, Cooperation
Education
Temple University 2012 — 2016
Economics, Development Economics and International Development, Poltical Science, International and Domestic, Sophmore
Temple University 2012 — 2016
Bachelors, Economics
Boston Trinity Academy 2007 — 2011
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Temple University September 2012 - Present
Lincoln Financial Group August 2014 - December 2014
Political Activism June 2011 - June 2013
Skills
Persuasive Speaker, People Skills, Performing Arts, News Writing, Time & Attendance, Customer Service, Cooperation
Education
Temple University 2012 — 2016
Economics, Development Economics and International Development, Poltical Science, International and Domestic, Sophmore
Temple University 2012 — 2016
Bachelors, Economics
Boston Trinity Academy 2007 — 2011
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Anthony Pody's Lincoln Financial Group Experience July 2013 - February 2014
Job NAV Analyst at BlackRock
Industry Financial Services
Experience
BlackRock April 2014 - Present
Lincoln Financial Group July 2013 - February 2014
Bollinger Insurance May 2012 - May 2013
Lincoln Financial Advisors April 2012 - August 2012
Philadelphia Federal Credit Union May 2011 - March 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Social Media, Financial Analysis, Research
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Real Estate
BlackRock April 2014 - Present
Lincoln Financial Group July 2013 - February 2014
Bollinger Insurance May 2012 - May 2013
Lincoln Financial Advisors April 2012 - August 2012
Philadelphia Federal Credit Union May 2011 - March 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Social Media, Financial Analysis, Research
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Real Estate
Cheryl Bradshaw Cheryl Bradshaw's Lincoln Financial Group Experience December 2011 - Present
Job Senior Graphic Designer
Industry Graphic Design
Experience
Lincoln Financial Group December 2011 - Present
Lincoln Financial Group September 2010 - December 2011
Aon Consulting September 2004 - December 2009
Skills
InDesign, Graphic Design, Web Design, Photoshop, Logo Design, Illustrator, Creative Direction, QuarkXPress, Adobe Acrobat, Layout, Brand Development, Graphics, Newsletters
Education
Temple University 1998 — 2004
BFA, Graphic Design
Lincoln Financial Group December 2011 - Present
Lincoln Financial Group September 2010 - December 2011
Aon Consulting September 2004 - December 2009
Skills
InDesign, Graphic Design, Web Design, Photoshop, Logo Design, Illustrator, Creative Direction, QuarkXPress, Adobe Acrobat, Layout, Brand Development, Graphics, Newsletters
Education
Temple University 1998 — 2004
BFA, Graphic Design
Debra Sweeney Debra Sweeney's Lincoln Financial Group Experience 1998 - Present
Job Executive Assistant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group 1998 - Present
PMA Insurance Group June 1988 - April 1998
Westin Bellevue Stratford Hotel August 1985 - May 1987
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Internet, Sales, Office Management, Budgets, Customer Service, Event Planning, Hospitality, Insurance, Leadership, Microsoft Office, Spreadsheets, Human Resources, Outlook, Sales Operations, Management, Investments, Mutual Funds, Marketing
Education
Temple University 1991 — 1993
St. Maria Goretti High School 1971 — 1975
Lincoln Financial Group 1998 - Present
PMA Insurance Group June 1988 - April 1998
Westin Bellevue Stratford Hotel August 1985 - May 1987
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Internet, Sales, Office Management, Budgets, Customer Service, Event Planning, Hospitality, Insurance, Leadership, Microsoft Office, Spreadsheets, Human Resources, Outlook, Sales Operations, Management, Investments, Mutual Funds, Marketing
Education
Temple University 1991 — 1993
St. Maria Goretti High School 1971 — 1975
Nancy S. Rush Nancy S. Rush's Lincoln Financial Group Experience 2013 - Present
Job Senior HR Leader with Expertise in Total Rewards & Benefits | Risk Management & Insurance
Industry Insurance
Experience
Lincoln Financial Group 2013 - Present
Penn Mutual Life Insurance Company 1991 - 2012
SPS Technologies, Inc. 1984 - 1991
Skills
Employee Benefits, Deferred Compensation, Incentive Programs, Risk Management, Workers Compensation, Disability Management, Life Insurance, Fidelity Bonds, Professional Liability, Contract Negotiation, Benefits Administration, Defined Benefit, Defined Contribution, Retirement Benefits, Benefits Design, Voluntary Employee..., Health Savings Accounts, Health & Welfare..., Loss Prevention, Safety, Benefits Communication, Benefits Negotiation, Total Rewards Strategies, Business Continuity..., Outsourcing Management, Leave of Absence..., Financial Services, Process Improvement, Brokers, Insurance, 401k, Underwriting, Disability Insurance, Health Insurance, Outsourcing, COBRA, Executive Pay, Vendor Management
Education
Temple University
BBA (Summa Cum Laude) & MBA, Business Administration, Risk Management & Insurance
Insurance Institute of America
ARM designation
Lincoln Financial Group 2013 - Present
Penn Mutual Life Insurance Company 1991 - 2012
SPS Technologies, Inc. 1984 - 1991
Skills
Employee Benefits, Deferred Compensation, Incentive Programs, Risk Management, Workers Compensation, Disability Management, Life Insurance, Fidelity Bonds, Professional Liability, Contract Negotiation, Benefits Administration, Defined Benefit, Defined Contribution, Retirement Benefits, Benefits Design, Voluntary Employee..., Health Savings Accounts, Health & Welfare..., Loss Prevention, Safety, Benefits Communication, Benefits Negotiation, Total Rewards Strategies, Business Continuity..., Outsourcing Management, Leave of Absence..., Financial Services, Process Improvement, Brokers, Insurance, 401k, Underwriting, Disability Insurance, Health Insurance, Outsourcing, COBRA, Executive Pay, Vendor Management
Education
Temple University
BBA (Summa Cum Laude) & MBA, Business Administration, Risk Management & Insurance
Insurance Institute of America
ARM designation
Jeremy Boco's Lincoln Financial Group Experience December 2013 - May 2014
Job Marketing Assistant @ Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2014 - Present
Lincoln Financial Group December 2013 - May 2014
Montgomery Bucks Amateur Rugby Association March 2013 - April 2014
Lincoln Financial Group May 2013 - December 2013
PeopleLinx May 2012 - August 2012
Iron Lions High School Rugby October 2009 - June 2011
Skills
Leadership, Time Management, Project Management, Microsoft Excel, Human Resources, Microsoft Word, Organization, Market Research, Strategic Thinking, Customer Satisfaction, Management, Scope Management, Bookkeeping, Recruiting, Facebook, Training, Product Development, Marketing, Financial Reporting, Marketing Strategy, Finance
Education
Temple University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems
North Penn High School 2008 — 2011
Lincoln Financial Advisors May 2014 - Present
Lincoln Financial Group December 2013 - May 2014
Montgomery Bucks Amateur Rugby Association March 2013 - April 2014
Lincoln Financial Group May 2013 - December 2013
PeopleLinx May 2012 - August 2012
Iron Lions High School Rugby October 2009 - June 2011
Skills
Leadership, Time Management, Project Management, Microsoft Excel, Human Resources, Microsoft Word, Organization, Market Research, Strategic Thinking, Customer Satisfaction, Management, Scope Management, Bookkeeping, Recruiting, Facebook, Training, Product Development, Marketing, Financial Reporting, Marketing Strategy, Finance
Education
Temple University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems
North Penn High School 2008 — 2011
Andrew Lorenzini Andrew Lorenzini's Lincoln Financial Group Experience May 2013 - August 2013
Job Bid Analyst at Morton Salt
Industry Consumer Goods
Experience
Morton Salt January 2015 - Present
German American Chamber of Commerce, Inc. September 2013 - August 2014
Lincoln Financial Group May 2013 - August 2013
German American Marketing, Inc. September 2012 - December 2012
Temple Time-Out October 2009 - August 2011
the Center for Pain Control August 2008 - August 2009
Skills
Market Research, Microsoft Office, German, Facebook, Research, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Wordpress, Teamwork, Access, Partner Search, Translation, Google Adwords, International Trade
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Science (B.S.), International Business, Finance, German Studies
Ludwig Maximilian University of Munich 2011 — 2012
BWL & German as a Second Language, Academic Year Abroad
Morton Salt January 2015 - Present
German American Chamber of Commerce, Inc. September 2013 - August 2014
Lincoln Financial Group May 2013 - August 2013
German American Marketing, Inc. September 2012 - December 2012
Temple Time-Out October 2009 - August 2011
the Center for Pain Control August 2008 - August 2009
Skills
Market Research, Microsoft Office, German, Facebook, Research, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Wordpress, Teamwork, Access, Partner Search, Translation, Google Adwords, International Trade
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Science (B.S.), International Business, Finance, German Studies
Ludwig Maximilian University of Munich 2011 — 2012
BWL & German as a Second Language, Academic Year Abroad
Kevin Waithe's Lincoln Financial Group Experience January 2012 - August 2012
Job Financial Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
Vanguard, Business Development Group July 2013 - May 2014
Financial Management Association at Temple University January 2010 - December 2012
Lincoln Financial Group January 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Morningstar, Series 7, Series 63, CRM, Consultative Selling..., Management, PowerPoint
Education
Temple University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase May 2014 - Present
Vanguard, Business Development Group July 2013 - May 2014
Financial Management Association at Temple University January 2010 - December 2012
Lincoln Financial Group January 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Morningstar, Series 7, Series 63, CRM, Consultative Selling..., Management, PowerPoint
Education
Temple University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Kerwing Hy Kerwing Hy's Lincoln Financial Group Experience May 2014 - August 2014
Job Advisory Services, Product and Planning Intern at Lincoln Financial Group
Industry Insurance
Experience
Fox School of Business Communications Center September 2012 - August 2015
Lincoln Financial Group May 2014 - August 2014
Business Honors Student Assocation December 2012 - December 2013
Travelers June 2013 - August 2013
Business Honors Student Association September 2012 - December 2012
Skills
Microsoft Office, Spanish, Data Analysis, Social Networking, Team Leadership, Capital IQ, Teamwork, Microsoft Word, Microsoft Excel, Personality, PowerPoint, Marketing, Sales, Management, Insurance, Actuarial Science, Analysis, Leadership Development, Finance, Customer Service
Education
Temple University 2015 — 2016
Master of Science (MS), Cyber Security
Temple University - Fox School of Business and Management 2011 — 2015
BS, Actuarial Science
Cherry Hill High School West 2007 — 2011
Fox School of Business Communications Center September 2012 - August 2015
Lincoln Financial Group May 2014 - August 2014
Business Honors Student Assocation December 2012 - December 2013
Travelers June 2013 - August 2013
Business Honors Student Association September 2012 - December 2012
Skills
Microsoft Office, Spanish, Data Analysis, Social Networking, Team Leadership, Capital IQ, Teamwork, Microsoft Word, Microsoft Excel, Personality, PowerPoint, Marketing, Sales, Management, Insurance, Actuarial Science, Analysis, Leadership Development, Finance, Customer Service
Education
Temple University 2015 — 2016
Master of Science (MS), Cyber Security
Temple University - Fox School of Business and Management 2011 — 2015
BS, Actuarial Science
Cherry Hill High School West 2007 — 2011
David Lieberman David Lieberman's Lincoln Financial Group Experience July 2011 - April 2013
Job Regional Director at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife June 2014 - Present
SagePoint Financial April 2013 - May 2014
Lincoln Financial Group July 2011 - April 2013
Investment Professionals, Inc. October 2006 - July 2011
UVEST Financial Services October 2005 - October 2006
Bank of America October 2001 - October 2005
THE VANGUARD GROUP January 2000 - January 2001
Skills
Banking, Recruiting, Business Development, Negotiation, Public Speaking
Education
Temple University 1998 — 2000
Master of Education, Counseling Psychology
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science, Psychology
MetLife June 2014 - Present
SagePoint Financial April 2013 - May 2014
Lincoln Financial Group July 2011 - April 2013
Investment Professionals, Inc. October 2006 - July 2011
UVEST Financial Services October 2005 - October 2006
Bank of America October 2001 - October 2005
THE VANGUARD GROUP January 2000 - January 2001
Skills
Banking, Recruiting, Business Development, Negotiation, Public Speaking
Education
Temple University 1998 — 2000
Master of Education, Counseling Psychology
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science, Psychology
Adam Gitzes's Lincoln Financial Group Experience July 2013 - March 2014
Job Future Capabilities Analyst, Advanced Analytics COE at GSK
Industry Financial Services
Experience
GSK August 2015 - Present
eBay Enterprise February 2015 - July 2015
eBay Enterprise March 2014 - February 2015
Lincoln Financial Group July 2013 - March 2014
Mid-Atlantic Diamond Ventures September 2012 - July 2013
Montgomery Investment Technology, Inc. May 2011 - December 2011
Skills
R, Python, Omniture, Google Analytics..., .bat Files, Facebook API, Twitter API, Management, Financial Modeling, Microsoft Excel, Data Analysis, Financial Analysis, Risk Management, Economics, Statistics, Business Planning, Insurance, Forecasting, Investments, Splunk, Tableau, Visible-IQ
Education
Temple University 2012 — 2013
Master of Science (MS), Financial Engineering, 3.71
TEMPLE UNIVERSITY, Fox School of Business
Bachelor, Business Administration; Actuarial Science
Lower Moreland 2001 — 2005
GSK August 2015 - Present
eBay Enterprise February 2015 - July 2015
eBay Enterprise March 2014 - February 2015
Lincoln Financial Group July 2013 - March 2014
Mid-Atlantic Diamond Ventures September 2012 - July 2013
Montgomery Investment Technology, Inc. May 2011 - December 2011
Skills
R, Python, Omniture, Google Analytics..., .bat Files, Facebook API, Twitter API, Management, Financial Modeling, Microsoft Excel, Data Analysis, Financial Analysis, Risk Management, Economics, Statistics, Business Planning, Insurance, Forecasting, Investments, Splunk, Tableau, Visible-IQ
Education
Temple University 2012 — 2013
Master of Science (MS), Financial Engineering, 3.71
TEMPLE UNIVERSITY, Fox School of Business
Bachelor, Business Administration; Actuarial Science
Lower Moreland 2001 — 2005
Stephanie Chernoff, PMP, CSM Stephanie Chernoff, PMP, CSM's Lincoln Financial Group Experience October 2012 - August 2014
Job Project Manager at Cigna
Industry Information Technology and Services
Experience
P May 2015 - Present
Cigna August 2014 - Present
Lincoln Financial Group October 2012 - August 2014
CIGNA March 2012 - October 2012
Carlisle & Gallagher Consulting Group June 2011 - March 2012
CIGNA July 2008 - June 2011
MassMutual March 2008 - May 2008
Northeast Utilities May 2007 - March 2008
Henderson Global Investors January 2007 - May 2007
Acsys, Inc. October 2006 - December 2006
Skills
Insurance, Business Analysis, PMP, Process Improvement, SDLC, Business Process, Requirements Analysis, SharePoint, Project Planning, Healthcare, MS Project, Software Project..., Project Portfolio..., Business Process..., PMO, Six Sigma, Requirements Gathering, Project Management, Program Management, Analysis, Management, Software Documentation, Leadership, Business Requirements, Vendor Management, Visio, IT Strategy, Resource Management, Business Intelligence, Enterprise Architecture, Project Delivery, Risk Management, Cross-functional Team..., Agile & Waterfall...
Education
Temple University 1988 — 1992
MBA
University of Pennsylvania 1983 — 1987
BSEcon
P May 2015 - Present
Cigna August 2014 - Present
Lincoln Financial Group October 2012 - August 2014
CIGNA March 2012 - October 2012
Carlisle & Gallagher Consulting Group June 2011 - March 2012
CIGNA July 2008 - June 2011
MassMutual March 2008 - May 2008
Northeast Utilities May 2007 - March 2008
Henderson Global Investors January 2007 - May 2007
Acsys, Inc. October 2006 - December 2006
Skills
Insurance, Business Analysis, PMP, Process Improvement, SDLC, Business Process, Requirements Analysis, SharePoint, Project Planning, Healthcare, MS Project, Software Project..., Project Portfolio..., Business Process..., PMO, Six Sigma, Requirements Gathering, Project Management, Program Management, Analysis, Management, Software Documentation, Leadership, Business Requirements, Vendor Management, Visio, IT Strategy, Resource Management, Business Intelligence, Enterprise Architecture, Project Delivery, Risk Management, Cross-functional Team..., Agile & Waterfall...
Education
Temple University 1988 — 1992
MBA
University of Pennsylvania 1983 — 1987
BSEcon
Jennifer Emery, FFSI, ALMI, ACS, AIRC, CRPC® Jennifer Emery, FFSI, ALMI, ACS, AIRC, CRPC®'s Lincoln Financial Group Experience December 2014 - Present
Job Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group December 2014 - Present
Lincoln Financial Group April 2013 - December 2014
Lincoln Financial Group June 2011 - April 2013
Lincoln Financial Group August 2010 - June 2011
Lincoln Financial Group August 2008 - June 2011
Lincoln Financial Group August 2008 - August 2010
Skills
Financial Services, Financial Analysis, Investments, Insurance, Strategic Planning, Sourcing, Management, College Recruiting, Human Resources, Executive Management, Interviews, Analysis, Strategy, Banking, Microsoft Excel, HRIS, Negotiation, Underwriting, Recruiting, Asset Management, Process Improvement, Deferred Compensation, Leadership, New Business Development, Personnel Management, Series 7, Finance, Coaching
Education
Temple University - Fox School of Business and Management 2005 — 2008
BA, Finance and International Business
The College for Financial Planning 2009 — 2010
Chartered Retirement Planning Counselor, CRPC®
Life Office Management Association, LOMA 2008 — 2014
Fellow, Financial Services Institute; Associate, Life Management Institute
Lincoln Financial Group December 2014 - Present
Lincoln Financial Group April 2013 - December 2014
Lincoln Financial Group June 2011 - April 2013
Lincoln Financial Group August 2010 - June 2011
Lincoln Financial Group August 2008 - June 2011
Lincoln Financial Group August 2008 - August 2010
Skills
Financial Services, Financial Analysis, Investments, Insurance, Strategic Planning, Sourcing, Management, College Recruiting, Human Resources, Executive Management, Interviews, Analysis, Strategy, Banking, Microsoft Excel, HRIS, Negotiation, Underwriting, Recruiting, Asset Management, Process Improvement, Deferred Compensation, Leadership, New Business Development, Personnel Management, Series 7, Finance, Coaching
Education
Temple University - Fox School of Business and Management 2005 — 2008
BA, Finance and International Business
The College for Financial Planning 2009 — 2010
Chartered Retirement Planning Counselor, CRPC®
Life Office Management Association, LOMA 2008 — 2014
Fellow, Financial Services Institute; Associate, Life Management Institute
Al Paoli Al Paoli's Lincoln Financial Group Experience 1997 - 1998
Job Founder & Chief KASH Officer @ Positive KASH Flow: Strategic Leader | Consultant | Coach
Industry Management Consulting
Experience
Positive KASH Flow January 1985 - Present
Small Business & Technology Development Center June 2001 - December 2013
Delaware State University, Wilmington University & University of Delaware January 1994 - December 2013
DE Earned Income Tax Credit Program October 2001 - April 2008
Sharemax.com August 2000 - November 2000
Citigroup March 1999 - August 2000
k-FORCE 1998 - 1999
Lincoln Financial Group 1997 - 1998
American General Financial Group 1994 - 1997
Skills
Cashflow Maximization, Resource Optimization, Strategic Leadership, Strategic Planning, Strategic Thinking, Strategic Partnerships, Strategic Sourcing, Small Biz Loan Packaging, Marketing Strategy, Online Marketing, New Business Development, Business Intelligence, Business Analysis, Business Planning, Acquisition Integration, Customer Acquisition, Mergers, M&A due diligence, Operational Due..., Business Change..., Organizational Change, Contract Management, Contract Negotiations, Business Continuity, Continuous Improvement, Change Management, Cash Flow, Public Speaking, Due Diligence, Entrepreneurship, Management Consulting, Executive Coaching, Contract Negotiation, Program Management, Marketing, Team Leadership, Small Business, Training, Team Building, Coaching, Mergers & Acquisitions, Leadership, Start-ups, Budgets, Management, Business Development, Organizational..., Leadership Development, Executive Management, Business Strategy
Education
Temple University - Fox School of Business and Management 1992 — 1994
MBA, Strategic Management
University of Delaware - Lerner College of Business and Economics 1984 — 1988
BSBA, Economics & Financial Management
Delaware Technical & Community College 1982 — 1984
AAS, Engineering
Positive KASH Flow January 1985 - Present
Small Business & Technology Development Center June 2001 - December 2013
Delaware State University, Wilmington University & University of Delaware January 1994 - December 2013
DE Earned Income Tax Credit Program October 2001 - April 2008
Sharemax.com August 2000 - November 2000
Citigroup March 1999 - August 2000
k-FORCE 1998 - 1999
Lincoln Financial Group 1997 - 1998
American General Financial Group 1994 - 1997
Skills
Cashflow Maximization, Resource Optimization, Strategic Leadership, Strategic Planning, Strategic Thinking, Strategic Partnerships, Strategic Sourcing, Small Biz Loan Packaging, Marketing Strategy, Online Marketing, New Business Development, Business Intelligence, Business Analysis, Business Planning, Acquisition Integration, Customer Acquisition, Mergers, M&A due diligence, Operational Due..., Business Change..., Organizational Change, Contract Management, Contract Negotiations, Business Continuity, Continuous Improvement, Change Management, Cash Flow, Public Speaking, Due Diligence, Entrepreneurship, Management Consulting, Executive Coaching, Contract Negotiation, Program Management, Marketing, Team Leadership, Small Business, Training, Team Building, Coaching, Mergers & Acquisitions, Leadership, Start-ups, Budgets, Management, Business Development, Organizational..., Leadership Development, Executive Management, Business Strategy
Education
Temple University - Fox School of Business and Management 1992 — 1994
MBA, Strategic Management
University of Delaware - Lerner College of Business and Economics 1984 — 1988
BSBA, Economics & Financial Management
Delaware Technical & Community College 1982 — 1984
AAS, Engineering
Christine Sheller's Lincoln Financial Group Experience 2004 - 2007
Job Creative Director at Franklin Square
Industry Graphic Design
Experience
Franklin Square February 2013 - Present
AIGA Philadelphia August 2010 - Present
SIG March 2008 - February 2013
Universal Health Services August 2007 - March 2008
Lincoln Financial Group 2004 - 2007
Delaware Investments 2000 - 2004
Motorola 1994 - 2000
Skills
Print Production, Graphic Design, Identity Systems, Art Direction, InDesign, Illustrator, Corporate Identity, Web Design, Adobe Creative Suite, Packaging, Dreamweaver, Logos, Logo Design, Brand Development, Brochures, Typography, HTML, Layout, Creative Direction, Marketing Communications, CSS, Advertising, Email Marketing, Marketing, Illustration, Copywriting, Branding & Identity, Identity Management, QuarkXPress, Corporate Branding, Posters, Integrated Marketing, User Experience, User Interface Design, Art, Creative Strategy, Visual Communication, Direct Mail, Adobe Acrobat, Collateral, Mac, Flash, Interaction Design, Concept Development, WordPress, Information Architecture, Branding
Education
Tyler School of Art 1994 — 1998
Bachelor of Fine Arts (B.F.A.), Graphic Design
Franklin Square February 2013 - Present
AIGA Philadelphia August 2010 - Present
SIG March 2008 - February 2013
Universal Health Services August 2007 - March 2008
Lincoln Financial Group 2004 - 2007
Delaware Investments 2000 - 2004
Motorola 1994 - 2000
Skills
Print Production, Graphic Design, Identity Systems, Art Direction, InDesign, Illustrator, Corporate Identity, Web Design, Adobe Creative Suite, Packaging, Dreamweaver, Logos, Logo Design, Brand Development, Brochures, Typography, HTML, Layout, Creative Direction, Marketing Communications, CSS, Advertising, Email Marketing, Marketing, Illustration, Copywriting, Branding & Identity, Identity Management, QuarkXPress, Corporate Branding, Posters, Integrated Marketing, User Experience, User Interface Design, Art, Creative Strategy, Visual Communication, Direct Mail, Adobe Acrobat, Collateral, Mac, Flash, Interaction Design, Concept Development, WordPress, Information Architecture, Branding
Education
Tyler School of Art 1994 — 1998
Bachelor of Fine Arts (B.F.A.), Graphic Design
Mike Bayer's Lincoln Financial Group Experience 2007 - 2009
Job IT Manager at VertexSMB
Industry Financial Services
Experience
Vertex SMB March 2014 - Present
VertexSMB (Contractor for Entech Consulting Services) September 2013 - March 2014
IT Consultant September 2012 - September 2013
Barclaycard March 2012 - September 2012
Yellowbook September 2010 - January 2012
MetLife 2012 - 2012
ARAMARK Healthcare July 2009 - September 2010
Lincoln Financial Group 2007 - 2009
Quest Diagnostics 2005 - 2007
ASI 2005 - 2005
Skills
Websphere, JBoss, Architecture, Weblogic, J2EE, Cisco, Enterprise Architecture, Security, VMware, Virtualization, Unix, Solaris, SQL Server, SOA, IIS, Apache, ITIL, Linux, TCP/IP, Disaster Recovery, Cloud Computing, Windows, Cisco Technologies, Java Enterprise Edition, System Administration, IT Management, Agile Methodologies, Active Directory, Data Center, Networking, Enterprise Software, IT Strategy, SDLC, Infrastructure, JBoss Application Server, Troubleshooting, Citrix, Firewalls, Information Technology, Integration, Servers, SharePoint, Solution Architecture, Web Applications, F5 BigIP, Network Security, Hardware, IT Operations, Technical Support, System Deployment
Education
Learning Tree
Learning Tree
Learning Tree
Temple University
Vertex SMB March 2014 - Present
VertexSMB (Contractor for Entech Consulting Services) September 2013 - March 2014
IT Consultant September 2012 - September 2013
Barclaycard March 2012 - September 2012
Yellowbook September 2010 - January 2012
MetLife 2012 - 2012
ARAMARK Healthcare July 2009 - September 2010
Lincoln Financial Group 2007 - 2009
Quest Diagnostics 2005 - 2007
ASI 2005 - 2005
Skills
Websphere, JBoss, Architecture, Weblogic, J2EE, Cisco, Enterprise Architecture, Security, VMware, Virtualization, Unix, Solaris, SQL Server, SOA, IIS, Apache, ITIL, Linux, TCP/IP, Disaster Recovery, Cloud Computing, Windows, Cisco Technologies, Java Enterprise Edition, System Administration, IT Management, Agile Methodologies, Active Directory, Data Center, Networking, Enterprise Software, IT Strategy, SDLC, Infrastructure, JBoss Application Server, Troubleshooting, Citrix, Firewalls, Information Technology, Integration, Servers, SharePoint, Solution Architecture, Web Applications, F5 BigIP, Network Security, Hardware, IT Operations, Technical Support, System Deployment
Education
Learning Tree
Learning Tree
Learning Tree
Temple University
Aaron Moore, JD* Aaron Moore, JD*'s Lincoln Financial Group Experience January 2012 - Present
Job VP, Managing Director, Lincoln Retirement Plan Services at Lincoln Financial Group *Licensed, not practicing
Industry Financial Services
Experience
Lincoln Financial Group January 2012 - Present
Lincoln Financial Group July 2009 - December 2011
Lincoln Financial Group March 2006 - June 2009
Lincoln Financial Group March 2003 - February 2006
Lincoln Financial Group March 1999 - February 2003
American Express Financial Advisors March 1998 - February 1999
Skills
401k, Series 63, Retirement, Retirement Planning, Financial Services, Employee Benefits, IRAs, Financial Advisory, Series 24, Strategic Financial..., Series 65, Series 7, Asset Allocation, Defined Benefit, Management, Financial Planners, Wealth Management..., Wealth Management, Relationship Management, Series 6, Mutual Funds, Investments, Investment Advisory, Fixed Annuities, Insurance, FINRA, Financial Planning
Education
Texas Tech University School of Law 1994 — 1997
JD
The University of Texas at Austin 1990 — 1994
BA, Economics
Lincoln Financial Group January 2012 - Present
Lincoln Financial Group July 2009 - December 2011
Lincoln Financial Group March 2006 - June 2009
Lincoln Financial Group March 2003 - February 2006
Lincoln Financial Group March 1999 - February 2003
American Express Financial Advisors March 1998 - February 1999
Skills
401k, Series 63, Retirement, Retirement Planning, Financial Services, Employee Benefits, IRAs, Financial Advisory, Series 24, Strategic Financial..., Series 65, Series 7, Asset Allocation, Defined Benefit, Management, Financial Planners, Wealth Management..., Wealth Management, Relationship Management, Series 6, Mutual Funds, Investments, Investment Advisory, Fixed Annuities, Insurance, FINRA, Financial Planning
Education
Texas Tech University School of Law 1994 — 1997
JD
The University of Texas at Austin 1990 — 1994
BA, Economics
Jacqueline Barimah's Lincoln Financial Group Experience January 2013 - May 2013
Job Office Coordinator at IHG InterContinental Hotels Group
Industry Hospitality
Experience
IHG - InterContinental Hotels Group September 2014 - Present
Harlem Children's Zone June 2009 - August 2014
Financial Management Association of Temple University August 2012 - May 2014
Temple University February 2012 - May 2014
Lincoln Financial Group January 2013 - May 2013
Skills
MySQL, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Publisher, Adobe Creative Suite, HTML, Google Analytics, Time Management, Pivot Tables, Creativity Skills, Critical Thinking, Project Team Management, Organization Skills, Event Planning, Reporting & Analysis, Web Analytics, Project Management, Problem Solving, Strategic Planning, Social Media
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA)
Cathedral High School 2006 — 2010
IHG - InterContinental Hotels Group September 2014 - Present
Harlem Children's Zone June 2009 - August 2014
Financial Management Association of Temple University August 2012 - May 2014
Temple University February 2012 - May 2014
Lincoln Financial Group January 2013 - May 2013
Skills
MySQL, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Publisher, Adobe Creative Suite, HTML, Google Analytics, Time Management, Pivot Tables, Creativity Skills, Critical Thinking, Project Team Management, Organization Skills, Event Planning, Reporting & Analysis, Web Analytics, Project Management, Problem Solving, Strategic Planning, Social Media
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA)
Cathedral High School 2006 — 2010
Gabriel Mizrahi Gabriel Mizrahi's Lincoln Financial Group Experience 2006 - 2008
Job Registered Principal MassMutual New York Metro
Industry Financial Services
Experience
MassMutual - New York Meto 2012 - Present
MetLife 2008 - 2012
Lincoln Financial Group 2006 - 2008
Penn Mutual 2002 - 2006
PwC 1998 - 2001
Israeli Defense Forces (IDF) September 1986 - September 1989
Skills
Retirement, Long Term Care Insurance, Disability Insurance, Strategic Financial..., Accounting, Personal Financial..., Small Business..., Fixed Annuities, Retirement Planning, IRAs, Life Insurance, Mutual Funds, 401k, Financial Goals, Wealth Management
Education
Temple University
Bachelor of Arts (BA), Economics, Accounting, Finance
MassMutual - New York Meto 2012 - Present
MetLife 2008 - 2012
Lincoln Financial Group 2006 - 2008
Penn Mutual 2002 - 2006
PwC 1998 - 2001
Israeli Defense Forces (IDF) September 1986 - September 1989
Skills
Retirement, Long Term Care Insurance, Disability Insurance, Strategic Financial..., Accounting, Personal Financial..., Small Business..., Fixed Annuities, Retirement Planning, IRAs, Life Insurance, Mutual Funds, 401k, Financial Goals, Wealth Management
Education
Temple University
Bachelor of Arts (BA), Economics, Accounting, Finance
John N. E. Odell John N. E. Odell's Lincoln Financial Group Experience 1983 - 2006
Job Employee Benefits Broker
Industry Insurance
Experience
Odell & Associates, LLC 1986 - Present
Lincoln Financial Group 1983 - 2006
Colorado Pizza Corporation January 1979 - March 1983
Skills
Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Retirement Planning, Dental Insurance, Business Insurance..., Insurance, Long-term Care, Health Savings Accounts, Retirement, 401k, Fixed Annuities, Underwriting, Education, Property & Casualty..., Account Management, Term Life Insurance, Workers Compensation
Education
Texas Tech University 1970 — 1976
Political Science and History
Coronado High School 1968 — 1970
Odell & Associates, LLC 1986 - Present
Lincoln Financial Group 1983 - 2006
Colorado Pizza Corporation January 1979 - March 1983
Skills
Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Retirement Planning, Dental Insurance, Business Insurance..., Insurance, Long-term Care, Health Savings Accounts, Retirement, 401k, Fixed Annuities, Underwriting, Education, Property & Casualty..., Account Management, Term Life Insurance, Workers Compensation
Education
Texas Tech University 1970 — 1976
Political Science and History
Coronado High School 1968 — 1970
Sean Heaney Sean Heaney's Lincoln Financial Group Experience October 2006 - August 2009
Job President at Heaney Group, LLC
Industry Financial Services
Experience
Heaney Group, LLC August 2009 - Present
Capital Benefits, LLC in Houston, TX July 2008 - August 2009
Lincoln Financial Group October 2006 - August 2009
UnumProvident January 2001 - October 2006
Skills
Employee Benefits, Financial Planning, Insurance, Estate Planning, Business Planning, New Business Development, Health Insurance
Education
Texas A&M University 1996 — 2000
Bachelor of Science (BS), Economics (Business Minor)
Heaney Group, LLC August 2009 - Present
Capital Benefits, LLC in Houston, TX July 2008 - August 2009
Lincoln Financial Group October 2006 - August 2009
UnumProvident January 2001 - October 2006
Skills
Employee Benefits, Financial Planning, Insurance, Estate Planning, Business Planning, New Business Development, Health Insurance
Education
Texas A&M University 1996 — 2000
Bachelor of Science (BS), Economics (Business Minor)
Glenn Alvarez Glenn Alvarez's Lincoln Financial Group Experience November 2004 - February 2012
Job Benefits Manager at McKean Defense Group
Industry Human Resources
Experience
McKean Defense Group February 2012 - Present
Lincoln Financial Group November 2004 - February 2012
ARAMARK Corporation June 2002 - November 2004
ARAMARK Corporation October 2000 - June 2002
BISYS Qualified Plan Services June 1995 - October 2000
Skills
Employee Benefits, Benefits Administration, 401k, Human Resources, HRIS, Insurance, FMLA, Vendor Management, Disability Insurance, Deferred Compensation, Open Enrollment, Microsoft Office, HIPAA, Analysis, Qualified Retirement..., Onboarding, Financial Reporting, Audits of Employee..., ERISA, Financial Analysis, Dependent Eligibility..., Defined Benefit, Investments, Retirement, Executive Pay, ESOP
Education
Temple University - Fox School of Business and Management 1988 — 1992
BBA, Finance and in Business Law
West Catholic High School 1984 — 1988
McKean Defense Group February 2012 - Present
Lincoln Financial Group November 2004 - February 2012
ARAMARK Corporation June 2002 - November 2004
ARAMARK Corporation October 2000 - June 2002
BISYS Qualified Plan Services June 1995 - October 2000
Skills
Employee Benefits, Benefits Administration, 401k, Human Resources, HRIS, Insurance, FMLA, Vendor Management, Disability Insurance, Deferred Compensation, Open Enrollment, Microsoft Office, HIPAA, Analysis, Qualified Retirement..., Onboarding, Financial Reporting, Audits of Employee..., ERISA, Financial Analysis, Dependent Eligibility..., Defined Benefit, Investments, Retirement, Executive Pay, ESOP
Education
Temple University - Fox School of Business and Management 1988 — 1992
BBA, Finance and in Business Law
West Catholic High School 1984 — 1988
Rachael M Pignotti Rachael M Pignotti's Lincoln Financial Group Experience July 2014 - June 2015
Job Marketing Manager at Elsevier
Industry Marketing and Advertising
Experience
Elsevier June 2015 - Present
Lincoln Financial Group July 2014 - June 2015
Lincoln Financial Group July 2013 - July 2014
Lincoln Financial Group February 2012 - August 2013
Temple University September 2010 - February 2012
The Hub Meeting and Event Centers April 2011 - September 2011
Students for Responisble Business January 2011 - April 2011
Temple University January 2009 - May 2009
Skills
Strategic Planning, Agency Relationship..., Integrated Marketing, Brand Development, Internal & External..., Marketing Strategy, Strategic Partnerships, Content Strategy, Talent Developer, Program Development, Project Management, Leadership, Public Speaking, Marketing, CRM, Advertising, Research, Time Management, Event Planning, Microsoft Word, Direct Marketing, Public Relations, Newsletters, Email Marketing
Education
Temple University 2007 — 2012
BBA, Marketing, International Business, Italian
Elsevier June 2015 - Present
Lincoln Financial Group July 2014 - June 2015
Lincoln Financial Group July 2013 - July 2014
Lincoln Financial Group February 2012 - August 2013
Temple University September 2010 - February 2012
The Hub Meeting and Event Centers April 2011 - September 2011
Students for Responisble Business January 2011 - April 2011
Temple University January 2009 - May 2009
Skills
Strategic Planning, Agency Relationship..., Integrated Marketing, Brand Development, Internal & External..., Marketing Strategy, Strategic Partnerships, Content Strategy, Talent Developer, Program Development, Project Management, Leadership, Public Speaking, Marketing, CRM, Advertising, Research, Time Management, Event Planning, Microsoft Word, Direct Marketing, Public Relations, Newsletters, Email Marketing
Education
Temple University 2007 — 2012
BBA, Marketing, International Business, Italian
Dana Serino, CFP, ChFC's Lincoln Financial Group Experience 2004 - 2005
Job Analyst at SKF, Licensed Realtor at HomeStarr Realty
Industry Financial Services
Experience
HomeStarr Realty May 2013 - Present
SKF July 2011 - Present
RE/MAX Centre REALTORS January 2010 - May 2013
LECG May 2010 - March 2011
Aon October 2005 - May 2010
Lincoln Financial Group 2004 - 2005
Vanguard 2000 - 2004
Skills
Financial Reporting, Analysis, Management, Financial Analysis, Data Analysis, Insurance, Analytics, Risk Management, Leadership, Finance, Sales, Cross-functional Team..., Strategic Financial..., Investments, Financial Modeling, Forecasting
Education
Temple University
BBA, Finance
HomeStarr Realty May 2013 - Present
SKF July 2011 - Present
RE/MAX Centre REALTORS January 2010 - May 2013
LECG May 2010 - March 2011
Aon October 2005 - May 2010
Lincoln Financial Group 2004 - 2005
Vanguard 2000 - 2004
Skills
Financial Reporting, Analysis, Management, Financial Analysis, Data Analysis, Insurance, Analytics, Risk Management, Leadership, Finance, Sales, Cross-functional Team..., Strategic Financial..., Investments, Financial Modeling, Forecasting
Education
Temple University
BBA, Finance
Lauren Stuart Ream Lauren Stuart Ream's Lincoln Financial Group Experience May 2012 - October 2013
Job Sales Representative at Reliance Standard
Industry Financial Services
Experience
Reliance Standard September 2013 - Present
Lincoln Financial Group May 2012 - October 2013
Unum September 2007 - May 2012
Skills
Insurance, Employee Benefits, Life Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Long-term Care
Education
Texas Christian University 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Reliance Standard September 2013 - Present
Lincoln Financial Group May 2012 - October 2013
Unum September 2007 - May 2012
Skills
Insurance, Employee Benefits, Life Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Long-term Care
Education
Texas Christian University 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Ed Fuentes Ed Fuentes's Lincoln Financial Group Experience August 2007 - August 2008
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement August 2008 - Present
Lincoln Financial Group August 2007 - August 2008
Principal Financial Group June 2006 - August 2007
MetLife 1998 - 2006
Fidelity Investments 1993 - 1998
Skills
401k, Retirement Plan..., Series 6, Retirement, Retirement Planning, ERISA, Series 63, Mutual Funds, Series 7, Defined Benefit, Qualified Retirement..., Defined Contribution, Employee Benefits, Pensions, Uniform Combined State..., Asset Allocation, Fiduciary, Fixed Annuities, Series 65, FINRA, series 66, Profit Sharing
Education
Texas Tech University
Bachelor of Science (BS), Finance, General
EMPOWER Retirement August 2008 - Present
Lincoln Financial Group August 2007 - August 2008
Principal Financial Group June 2006 - August 2007
MetLife 1998 - 2006
Fidelity Investments 1993 - 1998
Skills
401k, Retirement Plan..., Series 6, Retirement, Retirement Planning, ERISA, Series 63, Mutual Funds, Series 7, Defined Benefit, Qualified Retirement..., Defined Contribution, Employee Benefits, Pensions, Uniform Combined State..., Asset Allocation, Fiduciary, Fixed Annuities, Series 65, FINRA, series 66, Profit Sharing
Education
Texas Tech University
Bachelor of Science (BS), Finance, General
Larry Gekiere Larry Gekiere's Lincoln Financial Group Experience July 2006 - March 2008
Job Private Wealth Advisors Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank February 2015 - Present
The Private Bank at Bank of Texas March 2010 - February 2015
BlueTree Partners July 2003 - March 2010
Lincoln Financial Group July 2006 - March 2008
Allmerica Financial 1989 - 2003
DBG&H 1985 - 1987
DBG&H 1985 - 1987
Skills
Wealth Management, Risk Management, Asset Managment, Business Continuity..., Estate Planning, Retirement Planning, Leadership Development, Fundraising, Investment Banking, Investments
Education
Texas Christian University 1981 — 1986
The American College 1996 — 1997
ChFC, Chartered Financial Consultant
The American College 1992 — 1993
CLU, Chartered Life Underwriter
Jesuit College Prep School
Texas Capital Bank February 2015 - Present
The Private Bank at Bank of Texas March 2010 - February 2015
BlueTree Partners July 2003 - March 2010
Lincoln Financial Group July 2006 - March 2008
Allmerica Financial 1989 - 2003
DBG&H 1985 - 1987
DBG&H 1985 - 1987
Skills
Wealth Management, Risk Management, Asset Managment, Business Continuity..., Estate Planning, Retirement Planning, Leadership Development, Fundraising, Investment Banking, Investments
Education
Texas Christian University 1981 — 1986
The American College 1996 — 1997
ChFC, Chartered Financial Consultant
The American College 1992 — 1993
CLU, Chartered Life Underwriter
Jesuit College Prep School
Keith Chapman's Lincoln Financial Group Experience 1996 - 1998
Job Owner, Chapman Wealth Management
Industry Financial Services
Experience
Chapman Wealth Management 2000 - Present
LEAP SYSTEMS, Inc. 1996 - Present
Raymond James 1998 - 2000
Lincoln Financial Group 1996 - 1998
Education
Texas A&M University 1984 — 1992
Chapman Wealth Management 2000 - Present
LEAP SYSTEMS, Inc. 1996 - Present
Raymond James 1998 - 2000
Lincoln Financial Group 1996 - 1998
Education
Texas A&M University 1984 — 1992
Rick Gomez Rick Gomez's Lincoln Financial Group Experience December 2012 - Present
Job Financial Advisor/Sales Manager at Lincoln Financial
Industry Financial Services
Experience
Lincoln Financial Group December 2012 - Present
MetLife May 2007 - December 2012
Ameriprise Financial August 2005 - May 2007
Skills
Securities, Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Mortgage Lending, Term Life Insurance, Series 7, Finance, Retirement, Uniform Combined State..., Long-term Care, Personal Finance, 401k, Financial Services, Series 63, Financial Advisory, Small Business, Health Insurance, Employee Benefits, Asset Allocation, Investment Advisory, Estate Planning, Financial Planners, Relationship Management, Investment Strategies, Portfolio Management, Sales, Leadership, Asset Management, Long Term Care Insurance, IRAs, Wealth, General Insurance, Critical Illness, Risk Management, Universal Life, Financial Risk, Pensions, Brokers, FINRA, Equities, Financial Analysis, Whole Life, Business
Education
Univeristy of Texas at San Antonio, San Antonio TX 2001 — 2004
Accounting, Finance, Economics
Texas Lutheran 1999 — 2001
Accounting, Finance, Economics, Deans List
Weslaco Highschool 1995 — 1999
Lincoln Financial Group December 2012 - Present
MetLife May 2007 - December 2012
Ameriprise Financial August 2005 - May 2007
Skills
Securities, Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Mortgage Lending, Term Life Insurance, Series 7, Finance, Retirement, Uniform Combined State..., Long-term Care, Personal Finance, 401k, Financial Services, Series 63, Financial Advisory, Small Business, Health Insurance, Employee Benefits, Asset Allocation, Investment Advisory, Estate Planning, Financial Planners, Relationship Management, Investment Strategies, Portfolio Management, Sales, Leadership, Asset Management, Long Term Care Insurance, IRAs, Wealth, General Insurance, Critical Illness, Risk Management, Universal Life, Financial Risk, Pensions, Brokers, FINRA, Equities, Financial Analysis, Whole Life, Business
Education
Univeristy of Texas at San Antonio, San Antonio TX 2001 — 2004
Accounting, Finance, Economics
Texas Lutheran 1999 — 2001
Accounting, Finance, Economics, Deans List
Weslaco Highschool 1995 — 1999
Allison Garcia Allison Garcia's Lincoln Financial Group Experience May 2015 - Present
Job Sales Strategy and Operations Consultant, Institutional Retirement Distribution at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2015 - Present
Lincoln Financial Group April 2013 - May 2015
House of Brews American Grille August 2011 - May 2012
TD Bank Group July 2010 - August 2010
Outback Steakhouse November 2007 - May 2010
Glassboro Economic and Community Developement 2010 - 2010
Skills
Microsoft Office, SAS, R, Research, Data Analysis, Networking, Leadership, Communication, Diversity, Time Management, Microsoft Excel
Education
Temple University 2008 — 2012
Bachelor of Science, Mathematics, General Business, Statistics, 3.5
University of South Florida 2012 — 2012
Biostatistics
Lincoln Financial Group May 2015 - Present
Lincoln Financial Group April 2013 - May 2015
House of Brews American Grille August 2011 - May 2012
TD Bank Group July 2010 - August 2010
Outback Steakhouse November 2007 - May 2010
Glassboro Economic and Community Developement 2010 - 2010
Skills
Microsoft Office, SAS, R, Research, Data Analysis, Networking, Leadership, Communication, Diversity, Time Management, Microsoft Excel
Education
Temple University 2008 — 2012
Bachelor of Science, Mathematics, General Business, Statistics, 3.5
University of South Florida 2012 — 2012
Biostatistics
Sandrina da Cruz's Lincoln Financial Group Experience 2003 - 2007
Job Aid Effectiveness & Humanitarian Advocacy at Oxfam America
Industry International Affairs
Experience
Oxfam America July 2015 - Present
United Nations- MONUSCO December 2012 - November 2013
United Nations- MONUSCO May 2012 - December 2012
Lotus Children's Center May 2010 - September 2011
Oxfam America November 2008 - May 2010
Voluntary Service Overseas- VSO-Maldives April 2008 - September 2008
South Asia Partnership Sri Lanka (SAPSRI) October 2007 - March 2008
Lincoln Financial Group 2003 - 2007
Education
Tufts University - The Fletcher School of Law and Diplomacy 2014 — 2015
Master's Degree
Temple University
BS, International Development
Professionals in Humanitarian Assistance and Protection (PHAP)
Core Professional Training on Humanitarian Law and Policy
Oxfam America July 2015 - Present
United Nations- MONUSCO December 2012 - November 2013
United Nations- MONUSCO May 2012 - December 2012
Lotus Children's Center May 2010 - September 2011
Oxfam America November 2008 - May 2010
Voluntary Service Overseas- VSO-Maldives April 2008 - September 2008
South Asia Partnership Sri Lanka (SAPSRI) October 2007 - March 2008
Lincoln Financial Group 2003 - 2007
Education
Tufts University - The Fletcher School of Law and Diplomacy 2014 — 2015
Master's Degree
Temple University
BS, International Development
Professionals in Humanitarian Assistance and Protection (PHAP)
Core Professional Training on Humanitarian Law and Policy
Kelly Klapatch Kelly Klapatch's Lincoln Financial Group Experience November 2014 - Present
Job Internal Wholesaler at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Group November 2014 - Present
Skills
Microsoft Word, Microsoft Excel, Microsoft Office
Education
Temple University 2010 — 2014
Real Estate
Lincoln Financial Group November 2014 - Present
Skills
Microsoft Word, Microsoft Excel, Microsoft Office
Education
Temple University 2010 — 2014
Real Estate
Nichole Fray's Lincoln Financial Group Experience October 2014 - Present
Job Claims Examiner at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group October 2014 - Present
Community Solutions, Inc. August 2014 - November 2014
MetLife March 2014 - October 2014
Foley Carrier Services June 2013 - March 2014
WIN-TV September 2012 - August 2013
The Hartford Business Journal August 2012 - December 2012
Temple University August 2011 - August 2012
Skills
Event Planning, Community Outreach, Microsoft Office, Social Networking, Journalism, InDesign, Oral & Written..., Customer Service, Communication, Final Cut Pro, Soundslides, Facebook, Social Media, Presentations, Social Media Marketing, Email Marketing, Email Newsletter Design, Report Writing, News Writing, Newsletters, Human Services, Research, Professional..., PowerPoint, Lotus Notes, Microsoft CRM, Outlook, Radio Host, Lync, Blogging, Public Speaking, Retirement Services, Fixed Annuities, Variable Annuities, ERISA, Account Management, DOT Regulations, DOT Compliance, FINRA, Series 6, Editing, Leadership, Organizational..., Data Analysis, Client Liaison, Client Services, Client Rapport, Client Counseling, Multimedia, Time Management
Education
Temple University 2008 — 2012
Bachelor of Arts (B.A.), Journalism
Temple University 2008 — 2012
Bachelor of Arts, Journalism
Lincoln Financial Group October 2014 - Present
Community Solutions, Inc. August 2014 - November 2014
MetLife March 2014 - October 2014
Foley Carrier Services June 2013 - March 2014
WIN-TV September 2012 - August 2013
The Hartford Business Journal August 2012 - December 2012
Temple University August 2011 - August 2012
Skills
Event Planning, Community Outreach, Microsoft Office, Social Networking, Journalism, InDesign, Oral & Written..., Customer Service, Communication, Final Cut Pro, Soundslides, Facebook, Social Media, Presentations, Social Media Marketing, Email Marketing, Email Newsletter Design, Report Writing, News Writing, Newsletters, Human Services, Research, Professional..., PowerPoint, Lotus Notes, Microsoft CRM, Outlook, Radio Host, Lync, Blogging, Public Speaking, Retirement Services, Fixed Annuities, Variable Annuities, ERISA, Account Management, DOT Regulations, DOT Compliance, FINRA, Series 6, Editing, Leadership, Organizational..., Data Analysis, Client Liaison, Client Services, Client Rapport, Client Counseling, Multimedia, Time Management
Education
Temple University 2008 — 2012
Bachelor of Arts (B.A.), Journalism
Temple University 2008 — 2012
Bachelor of Arts, Journalism
Ben Chera Ben Chera's Lincoln Financial Group Experience July 2013 - June 2015
Job Senior Internal Sales Specialist at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors July 2013 - Present
Lincoln Financial Group July 2013 - June 2015
Town Sports International June 2014 - March 2015
Paul Bunyan CrossFit January 2014 - March 2014
Net Impact August 2012 - May 2013
Naval Reserve Officer Training Corps September 2009 - August 2011
Skills
Public Speaking, Leadership, Sales, Microsoft Office, Marketing, Social Media, Social Networking, CrossFit, Customer Service, Networking, Economics, Event Management, Blogging, Sustainability, Fundraising, Management, Training, Event Planning, Personality, Community Outreach, Cpr Certified, Video Editing, Nonprofits, Public Relations, Writing, Series 6, Certified Personal..., CrossFit Level 1 Trainer, Entrepreneurship, Program Management, Sales Force, MS Office Suite, Series 63, Constant Contact, WordPress, Innovation, Strategic Consulting, Cold Calling, Closing Abilities, Relationship Building
Education
Temple University 2009 — 2013
BA, Business Economics
University of Missouri-Saint Louis 2008 — 2009
BA, Business
Conestoga High School 2004 — 2008
St. Norberts 2001 — 2004
Lincoln Financial Distributors July 2013 - Present
Lincoln Financial Group July 2013 - June 2015
Town Sports International June 2014 - March 2015
Paul Bunyan CrossFit January 2014 - March 2014
Net Impact August 2012 - May 2013
Naval Reserve Officer Training Corps September 2009 - August 2011
Skills
Public Speaking, Leadership, Sales, Microsoft Office, Marketing, Social Media, Social Networking, CrossFit, Customer Service, Networking, Economics, Event Management, Blogging, Sustainability, Fundraising, Management, Training, Event Planning, Personality, Community Outreach, Cpr Certified, Video Editing, Nonprofits, Public Relations, Writing, Series 6, Certified Personal..., CrossFit Level 1 Trainer, Entrepreneurship, Program Management, Sales Force, MS Office Suite, Series 63, Constant Contact, WordPress, Innovation, Strategic Consulting, Cold Calling, Closing Abilities, Relationship Building
Education
Temple University 2009 — 2013
BA, Business Economics
University of Missouri-Saint Louis 2008 — 2009
BA, Business
Conestoga High School 2004 — 2008
St. Norberts 2001 — 2004
Brenda Harris Brenda Harris's Lincoln Financial Group Experience April 2005 - June 2014
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc. June 2014 - Present
Lincoln Financial Group April 2005 - June 2014
Pioneer Investments June 2002 - March 2005
Conseco Mutual Funds August 1998 - June 2002
UBS February 1997 - July 1998
Xerox January 1986 - January 1997
Skills
Sales, Selling, Mutual Funds, Strategy, Finance, Leadership, Marketing Strategy, Investments, Series 6, Series 63, Variable Annuities, New Business Development, Marketing, Competitive Analysis, Financial Advisory, Executive Management, Fixed Annuities, Series 7, Series 65, 401k, Asset Allocation, Series 24, FINRA, Retirement, Retirement Planning, IRAs
Education
Texas State University-San Marcos 1981 — 1985
Marketing, Marketing
Forethought Financial Group, Inc. June 2014 - Present
Lincoln Financial Group April 2005 - June 2014
Pioneer Investments June 2002 - March 2005
Conseco Mutual Funds August 1998 - June 2002
UBS February 1997 - July 1998
Xerox January 1986 - January 1997
Skills
Sales, Selling, Mutual Funds, Strategy, Finance, Leadership, Marketing Strategy, Investments, Series 6, Series 63, Variable Annuities, New Business Development, Marketing, Competitive Analysis, Financial Advisory, Executive Management, Fixed Annuities, Series 7, Series 65, 401k, Asset Allocation, Series 24, FINRA, Retirement, Retirement Planning, IRAs
Education
Texas State University-San Marcos 1981 — 1985
Marketing, Marketing
Jaime Scofield Jaime Scofield's Lincoln Financial Group Experience August 2012 - July 2015
Job Executive Communications at SAP
Industry Public Relations and Communications
Experience
SAP July 2015 - Present
Lincoln Financial Group August 2012 - July 2015
Lincoln Financial Group July 2011 - August 2012
PRowl Public Relations December 2007 - May 2011
Greater Philadelphia Chamber of Commerce March 2008 - April 2011
Fairmount Park Commission November 2007 - March 2008
Skills
Media Relations, Public Relations, Community Outreach, Employee Communications, Social Media
Education
Temple University
Bachelor of Business Administration (B.B.A.), Marketing, Strategic Communication (Public Relations)
SAP July 2015 - Present
Lincoln Financial Group August 2012 - July 2015
Lincoln Financial Group July 2011 - August 2012
PRowl Public Relations December 2007 - May 2011
Greater Philadelphia Chamber of Commerce March 2008 - April 2011
Fairmount Park Commission November 2007 - March 2008
Skills
Media Relations, Public Relations, Community Outreach, Employee Communications, Social Media
Education
Temple University
Bachelor of Business Administration (B.B.A.), Marketing, Strategic Communication (Public Relations)
Evan Hammond Evan Hammond's Lincoln Financial Group Experience May 2014 - August 2014
Job Vanguard Accelerated Development Program
Industry Financial Services
Experience
Vanguard May 2015 - Present
Fox School of Business at Temple University August 2013 - Present
Business Honors Student Association November 2013 - November 2014
Lincoln Financial Group May 2014 - August 2014
Business Honors Student Association November 2012 - November 2013
Aflac June 2013 - September 2013
Conicelli Autoplex June 2012 - August 2013
Skills
Teamwork, Public Speaking, Social Media, Microsoft Office, PowerPoint, Customer Service, Access, Microsoft Excel, Microsoft Word, Financial Analysis, Research, Java, English, Bloomberg Terminal, SQL, SAS
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance and MIS
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Vanguard May 2015 - Present
Fox School of Business at Temple University August 2013 - Present
Business Honors Student Association November 2013 - November 2014
Lincoln Financial Group May 2014 - August 2014
Business Honors Student Association November 2012 - November 2013
Aflac June 2013 - September 2013
Conicelli Autoplex June 2012 - August 2013
Skills
Teamwork, Public Speaking, Social Media, Microsoft Office, PowerPoint, Customer Service, Access, Microsoft Excel, Microsoft Word, Financial Analysis, Research, Java, English, Bloomberg Terminal, SQL, SAS
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance and MIS
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
William McGill William McGill's Lincoln Financial Group Experience November 2012 - Present
Job Assistant Director at Lincoln Financial Group
Industry Real Estate
Experience
Lincoln Financial Group November 2012 - Present
Lincoln Financial Group August 2010 - December 2012
McGill & Co. LLC 2006 - 2009
Skills
Real Estate, Real Estate Development, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Strategic Planning, Market Analysis, Commercial Real Estate, Investment Properties, Investments, Property Management, Loans, Underwriting, Portfolio Management, Residential Homes, Mortgage Lending
Education
Texas A&M University 2008 — 2010
MSLD, Master of Science in Land & Real Estate Development
Wofford College 2003 — 2007
B.A., Business/Economics
Lincoln Financial Group November 2012 - Present
Lincoln Financial Group August 2010 - December 2012
McGill & Co. LLC 2006 - 2009
Skills
Real Estate, Real Estate Development, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Strategic Planning, Market Analysis, Commercial Real Estate, Investment Properties, Investments, Property Management, Loans, Underwriting, Portfolio Management, Residential Homes, Mortgage Lending
Education
Texas A&M University 2008 — 2010
MSLD, Master of Science in Land & Real Estate Development
Wofford College 2003 — 2007
B.A., Business/Economics
Anthony J. Raieta's Lincoln Financial Group Experience July 2010 - April 2011
Job Sr. Analyst, Proposals at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial January 2014 - Present
Unum April 2011 - December 2013
Lincoln Financial Group July 2010 - April 2011
Lincoln Financial Group August 2008 - April 2011
Lincoln Financial Group July 2009 - July 2010
Lincoln Financial Group August 2008 - July 2009
TD Bank June 2007 - August 2008
Temple University Small Business Development Center January 2008 - May 2008
Scottrade December 2006 - August 2007
Skills
Financial Services, Financial Analysis, Business Development, Financial Modeling, Account Management, Negotiation, Consultative Approach, Series 7, Life & Health Insurance..., Investments, Relationship Management, Asset Management, Sales, Business Analysis
Education
Temple University
Bachelor of Business Administration (BBA), Finance & International Business
Norristown Area High School
Nationwide Financial January 2014 - Present
Unum April 2011 - December 2013
Lincoln Financial Group July 2010 - April 2011
Lincoln Financial Group August 2008 - April 2011
Lincoln Financial Group July 2009 - July 2010
Lincoln Financial Group August 2008 - July 2009
TD Bank June 2007 - August 2008
Temple University Small Business Development Center January 2008 - May 2008
Scottrade December 2006 - August 2007
Skills
Financial Services, Financial Analysis, Business Development, Financial Modeling, Account Management, Negotiation, Consultative Approach, Series 7, Life & Health Insurance..., Investments, Relationship Management, Asset Management, Sales, Business Analysis
Education
Temple University
Bachelor of Business Administration (BBA), Finance & International Business
Norristown Area High School
Paulina Walters, MS Paulina Walters, MS's Lincoln Financial Group Experience May 2012 - August 2012
Job Recruiter at New Planner Recruiting, LLC
Industry Financial Services
Experience
New Planner Recruiting, LLC July 2015 - Present
ACT Wealth Management, LLC March 2015 - July 2015
Cockrum Consulting, LLC March 2014 - February 2015
Texas Tech University December 2012 - December 2013
Texas Tech University August 2009 - December 2013
Texas Tech University October 2012 - April 2013
Lincoln Financial Group May 2012 - August 2012
YWCA of Lubbock December 2010 - November 2011
Skills
Microsoft Office, Morningstar, Time Management, Windows, Critical Thinking, Salesforce, Salesforce.com, Training, Recruiting, Career Counseling, Student Counseling, Finance, Client Counseling, IPS, Budgets, Retirement Planning, Organizational..., Personal Financial..., Operating Budgets, Student Loans, Student Leadership, Student Engagement, Student Financial Aid, Public Speaking, Higher Education, Higher Education..., Higher Education..., Student Development, Social Media, Microsoft Excel, Financial Analysis, Asset Management, Customer Service, Microsoft Word, Financial Planning, Investments
Education
Texas Tech University 2009 — 2014
BS, MS, Personal Financial Planning
New Planner Recruiting, LLC July 2015 - Present
ACT Wealth Management, LLC March 2015 - July 2015
Cockrum Consulting, LLC March 2014 - February 2015
Texas Tech University December 2012 - December 2013
Texas Tech University August 2009 - December 2013
Texas Tech University October 2012 - April 2013
Lincoln Financial Group May 2012 - August 2012
YWCA of Lubbock December 2010 - November 2011
Skills
Microsoft Office, Morningstar, Time Management, Windows, Critical Thinking, Salesforce, Salesforce.com, Training, Recruiting, Career Counseling, Student Counseling, Finance, Client Counseling, IPS, Budgets, Retirement Planning, Organizational..., Personal Financial..., Operating Budgets, Student Loans, Student Leadership, Student Engagement, Student Financial Aid, Public Speaking, Higher Education, Higher Education..., Higher Education..., Student Development, Social Media, Microsoft Excel, Financial Analysis, Asset Management, Customer Service, Microsoft Word, Financial Planning, Investments
Education
Texas Tech University 2009 — 2014
BS, MS, Personal Financial Planning
Andrew Schlesinger Andrew Schlesinger's Lincoln Financial Group Experience January 2014 - July 2015
Job Segmentation Analyst at Urban Outfitters
Industry Financial Services
Experience
Urban Outfitters July 2015 - Present
Lincoln Financial Group January 2014 - July 2015
Muhlenberg College January 2013 - December 2013
Muhlenberg College September 2011 - December 2013
Pennsylvania Heart and Vascular Group May 2011 - August 2013
Comcast-Spectacor May 2012 - August 2012
CW Industries June 2010 - August 2010
Philadelphia Eagles April 2010 - June 2010
WBCB 1490 AM Radio June 2009 - August 2009
Skills
SPSS, Web-based Research, Microsoft Office, Microsoft Excel, Data Analysis, Recruiting, Communication, Salesforce.com, Salesforce Training, User Acceptance Testing, Training & Development, KPI Reports, CRM Databases
Education
Muhlenberg College 2010 — 2014
Bachelor of Arts (BA), Political Science and International Studies with a concentration in Global Interdependence
Temple University 2013 — 2013
Germantown Academy 1996 — 2010
Urban Outfitters July 2015 - Present
Lincoln Financial Group January 2014 - July 2015
Muhlenberg College January 2013 - December 2013
Muhlenberg College September 2011 - December 2013
Pennsylvania Heart and Vascular Group May 2011 - August 2013
Comcast-Spectacor May 2012 - August 2012
CW Industries June 2010 - August 2010
Philadelphia Eagles April 2010 - June 2010
WBCB 1490 AM Radio June 2009 - August 2009
Skills
SPSS, Web-based Research, Microsoft Office, Microsoft Excel, Data Analysis, Recruiting, Communication, Salesforce.com, Salesforce Training, User Acceptance Testing, Training & Development, KPI Reports, CRM Databases
Education
Muhlenberg College 2010 — 2014
Bachelor of Arts (BA), Political Science and International Studies with a concentration in Global Interdependence
Temple University 2013 — 2013
Germantown Academy 1996 — 2010
Candace Martin C.P.A. Candace Martin C.P.A.'s Lincoln Financial Group Experience 2012 - 2013
Job Tax Compliance, Provision and Consulting Professional
Industry Accounting
Experience
PricewaterhouseCoopers 2014 - Present
Lincoln Financial Group 2012 - 2013
Deloitte 2006 - 2012
Various tax Internships while completing undergraduate degree 2004 - 2006
Skills
International Tax, Tax, Corporate Tax, Income Tax, Big 4, Corporate Law, Tax Research, FIN 48, Tax Advisory, CPA, Accounting, Tax Accounting
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelors of Business Administration, Accounting
PricewaterhouseCoopers 2014 - Present
Lincoln Financial Group 2012 - 2013
Deloitte 2006 - 2012
Various tax Internships while completing undergraduate degree 2004 - 2006
Skills
International Tax, Tax, Corporate Tax, Income Tax, Big 4, Corporate Law, Tax Research, FIN 48, Tax Advisory, CPA, Accounting, Tax Accounting
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelors of Business Administration, Accounting
Marc Diretto Marc Diretto's Lincoln Financial Group Experience January 2015 - Present
Job Continuous Improvement Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2015 - Present
Skills
Leadership, Strategy, Analysis, Process Improvement, Microsoft Excel, Training, Insurance, Customer Service, Marketing, Market Research, Management, Team Leadership, Data Analysis, Business Analysis, Time Management, Outlook, Research, Recruiting, Softball, SharePoint, Project Management, Strategic Planning, Business Process..., Consulting
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, International Business, Italian, magna cum laude
Temple University Rome (Italy) 2009 — 2009
Lincoln Financial Group January 2015 - Present
Skills
Leadership, Strategy, Analysis, Process Improvement, Microsoft Excel, Training, Insurance, Customer Service, Marketing, Market Research, Management, Team Leadership, Data Analysis, Business Analysis, Time Management, Outlook, Research, Recruiting, Softball, SharePoint, Project Management, Strategic Planning, Business Process..., Consulting
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, International Business, Italian, magna cum laude
Temple University Rome (Italy) 2009 — 2009
Hannah King Hannah King's Lincoln Financial Group Experience May 2006 - August 2006
Job Financial Planning & Analysis at Netsmart Technologies
Industry Computer Software
Experience
Netsmart Technologies August 2013 - Present
American Airlines March 2012 - June 2013
American Airlines March 2011 - March 2012
American Airlines May 2008 - September 2011
Embarq Logistics June 2007 - August 2007
Lincoln Financial Group May 2006 - August 2006
Skills
Financial Analysis, Microsoft Office, Strategic Planning, Revenue Analysis, Financial Modeling, Forecasting, Data Analysis, Pricing, Corporate Finance, Essbase, Pricing Strategy, Strategic Financial..., Competitive Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Netsmart Technologies August 2013 - Present
American Airlines March 2012 - June 2013
American Airlines March 2011 - March 2012
American Airlines May 2008 - September 2011
Embarq Logistics June 2007 - August 2007
Lincoln Financial Group May 2006 - August 2006
Skills
Financial Analysis, Microsoft Office, Strategic Planning, Revenue Analysis, Financial Modeling, Forecasting, Data Analysis, Pricing, Corporate Finance, Essbase, Pricing Strategy, Strategic Financial..., Competitive Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Paul Lucas's Lincoln Financial Group Experience August 2013 - August 2014
Job
Industry Management Consulting
Experience
Lincoln Financial Group August 2013 - August 2014
Barclays November 2011 - April 2013
PwC June 2011 - October 2011
Citi November 2010 - June 2011
IBM May 2001 - February 2009
KView.com (KnowledgeView) May 2000 - April 2001
PricewaterhouseCoopers May 1998 - May 2000
FedEx Express April 1994 - May 1998
Skills
Business Process..., Program Management, Change Management, Management Consulting, Business Transformation, Management, Leadership, IT Strategy, Consulting, Six Sigma, Vendor Management, Business Analysis, Analytics, PMO, Training, Project Management, Governance, Business Process Mapping, Knowledge Management, SDLC, Business Strategy, Integration, Business Process Design, Professional Services, Cross-functional Team..., Strategy, Enterprise Architecture, Project Delivery, Business Process..., Team Leadership, Requirements Analysis, Financial Services, Software Project..., Process Engineering, Analysis, CRM, IT Management, Stakeholder Management, Solution Architecture, Visio, Organizational Design, ERP, Value Based Selling, Recruiting, E-commerce, ITIL
Education
Temple University
BA
Lincoln Financial Group August 2013 - August 2014
Barclays November 2011 - April 2013
PwC June 2011 - October 2011
Citi November 2010 - June 2011
IBM May 2001 - February 2009
KView.com (KnowledgeView) May 2000 - April 2001
PricewaterhouseCoopers May 1998 - May 2000
FedEx Express April 1994 - May 1998
Skills
Business Process..., Program Management, Change Management, Management Consulting, Business Transformation, Management, Leadership, IT Strategy, Consulting, Six Sigma, Vendor Management, Business Analysis, Analytics, PMO, Training, Project Management, Governance, Business Process Mapping, Knowledge Management, SDLC, Business Strategy, Integration, Business Process Design, Professional Services, Cross-functional Team..., Strategy, Enterprise Architecture, Project Delivery, Business Process..., Team Leadership, Requirements Analysis, Financial Services, Software Project..., Process Engineering, Analysis, CRM, IT Management, Stakeholder Management, Solution Architecture, Visio, Organizational Design, ERP, Value Based Selling, Recruiting, E-commerce, ITIL
Education
Temple University
BA
Jennifer Kearney's Lincoln Financial Group Experience April 2008 - 2012
Job Business Analyst at NBME
Industry Education Management
Experience
National Board of Medical Examiners March 2014 - Present
National Board of Medical Examiners 2012 - May 2014
Lincoln Financial Group April 2008 - 2012
Accenture September 2005 - April 2008
Milliman March 2003 - September 2005
Navisys March 1999 - March 2003
CMS Companies March 1991 - March 1999
Education
University of Phoenix 2000 — 2003
MS, Computer Information Systems
Temple University 1989 — 1993
BBA, Business Administration, Actuarial Science
National Board of Medical Examiners March 2014 - Present
National Board of Medical Examiners 2012 - May 2014
Lincoln Financial Group April 2008 - 2012
Accenture September 2005 - April 2008
Milliman March 2003 - September 2005
Navisys March 1999 - March 2003
CMS Companies March 1991 - March 1999
Education
University of Phoenix 2000 — 2003
MS, Computer Information Systems
Temple University 1989 — 1993
BBA, Business Administration, Actuarial Science
Patrick Morrissey Patrick Morrissey's Lincoln Financial Group Experience October 2014 - Present
Job Field Marketing Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 2014 - Present
Lincoln Financial Group March 2014 - October 2014
Lincoln Financial Group July 2013 - March 2014
Lincoln Financial Group June 2012 - July 2013
Philadelphia Phillies January 2011 - June 2012
SAP June 2010 - January 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Multi-media Marketing..., Project Management, Relationship Management, HTML, Salesforce.com, Email Marketing, Direct Marketing, Direct Mail Campaigns, Data Analysis
Education
Temple University 2009 — 2012
BBA, Marketing
Lincoln Financial Group October 2014 - Present
Lincoln Financial Group March 2014 - October 2014
Lincoln Financial Group July 2013 - March 2014
Lincoln Financial Group June 2012 - July 2013
Philadelphia Phillies January 2011 - June 2012
SAP June 2010 - January 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Multi-media Marketing..., Project Management, Relationship Management, HTML, Salesforce.com, Email Marketing, Direct Marketing, Direct Mail Campaigns, Data Analysis
Education
Temple University 2009 — 2012
BBA, Marketing
John Romberger John Romberger's Lincoln Financial Group Experience March 2011 - November 2012
Job Freelance WordPress, PHP and FrontEnd Developer
Industry Information Technology and Services
Experience
John Rom October 2012 - Present
Brandywine Folk Collective August 2013 - October 2013
Lincoln Financial Group March 2011 - November 2012
Dudnyk September 2010 - March 2011
United States Census Bureau May 2010 - July 2010
Temple University July 2009 - July 2010
City of Philadelphia Mural Arts Program June 2008 - August 2008
Skills
PHP/MySql Development, JavaScript, jQuery, HTML/XML, CSS, Wordpress, User Experience, WordPress, PHP
Education
Temple University 2008 — 2010
None, Broadcasting, Telecommunications, and Mass Media
John Rom October 2012 - Present
Brandywine Folk Collective August 2013 - October 2013
Lincoln Financial Group March 2011 - November 2012
Dudnyk September 2010 - March 2011
United States Census Bureau May 2010 - July 2010
Temple University July 2009 - July 2010
City of Philadelphia Mural Arts Program June 2008 - August 2008
Skills
PHP/MySql Development, JavaScript, jQuery, HTML/XML, CSS, Wordpress, User Experience, WordPress, PHP
Education
Temple University 2008 — 2010
None, Broadcasting, Telecommunications, and Mass Media
Jamal Martin Jamal Martin's Lincoln Financial Group Experience July 2006 - May 2009
Job Senior Marketing Manager at Walmart
Industry Retail
Experience
Walmart May 2015 - Present
Walmart June 2013 - July 2015
Walmart July 2011 - June 2013
Walmart May 2010 - August 2010
Lincoln Financial Group July 2006 - May 2009
Lincoln Financial Group August 2003 - June 2006
Skills
Marketing, Competitive Analysis, Marketing Strategy, Market Research, Brand Management, Strategy, Market Planning, Strategic Planning, Integrated Marketing, Marketing Research, Analytics, Cross-functional Team..., Customer Insight, Financial Modeling, Digital Marketing, Advertising, Social Media, cross, Photoshop, Social Media Marketing, Leadership, Business Development, Online Advertising, Marketing Budget..., Marketing Management, Marketing Communications, Retail Marketing, Multi-channel Retail
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Marketing/Marketing Management, General
Temple University 1999 — 2003
Bachelor of Business Administration, Finance & Economics
Walmart May 2015 - Present
Walmart June 2013 - July 2015
Walmart July 2011 - June 2013
Walmart May 2010 - August 2010
Lincoln Financial Group July 2006 - May 2009
Lincoln Financial Group August 2003 - June 2006
Skills
Marketing, Competitive Analysis, Marketing Strategy, Market Research, Brand Management, Strategy, Market Planning, Strategic Planning, Integrated Marketing, Marketing Research, Analytics, Cross-functional Team..., Customer Insight, Financial Modeling, Digital Marketing, Advertising, Social Media, cross, Photoshop, Social Media Marketing, Leadership, Business Development, Online Advertising, Marketing Budget..., Marketing Management, Marketing Communications, Retail Marketing, Multi-channel Retail
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Marketing/Marketing Management, General
Temple University 1999 — 2003
Bachelor of Business Administration, Finance & Economics
Linda M. Sadler's Lincoln Financial Group Experience September 2007 - Present
Job Executive Assistant to Senior Vice President & Chief Accounting Officer at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2007 - Present
Philadelphia Sports Club September 2008 - August 2010
Lincoln Financial Group 2001 - 2007
Delaware Investments, a subdivision of Lincoln National Corporation 1998 - 2000
CIGNA Financial Advisors/SAGEMARK Consulting, a subdivision of Lincoln National Corporation 1996 - 1998
PNC Bank (formerly Provident National Bank) January 1981 - August 1996
Skills
Administrative Support, Step Aerobics, Core..., Certified Personal..., Weight Training, Financial Analysis, Employee Benefits, Insurance, Administrative..., Customer Service, Financial Services, Strategic Planning, Time Management, Outlook, Fitness, Access, Leadership, Risk Management, Finance, Accounting, Administrative...
Education
AAAI ISMA 2009 — 2014
Certificate, Certified Personal Trainer
American Red Cross 2008 — 2011
CPE/AED
Overbrook High School
Art Major
Temple University
Fictional Writing
Lincoln Financial Group September 2007 - Present
Philadelphia Sports Club September 2008 - August 2010
Lincoln Financial Group 2001 - 2007
Delaware Investments, a subdivision of Lincoln National Corporation 1998 - 2000
CIGNA Financial Advisors/SAGEMARK Consulting, a subdivision of Lincoln National Corporation 1996 - 1998
PNC Bank (formerly Provident National Bank) January 1981 - August 1996
Skills
Administrative Support, Step Aerobics, Core..., Certified Personal..., Weight Training, Financial Analysis, Employee Benefits, Insurance, Administrative..., Customer Service, Financial Services, Strategic Planning, Time Management, Outlook, Fitness, Access, Leadership, Risk Management, Finance, Accounting, Administrative...
Education
AAAI ISMA 2009 — 2014
Certificate, Certified Personal Trainer
American Red Cross 2008 — 2011
CPE/AED
Overbrook High School
Art Major
Temple University
Fictional Writing
Mark Strittmatter's Lincoln Financial Group Experience 2004 - 2007
Job Principal
Industry Information Services
Experience
SWMG, LLC January 2014 - Present
Unite Private Networks January 2013 - December 2013
Cirra Networks January 2009 - January 2013
XO Communications 2007 - 2008
Lincoln Financial Group 2004 - 2007
MCI 2002 - 2004
Global Metro Networks 2000 - 2002
ACSI / e.spire Communications August 1996 - October 2000
MCI 1992 - 1995
Skills
Telecommunications, Business Development, Sales, Sales Management, Leadership, Start-ups, Solution Selling, Social Media, CRM, Social Networking, Management, Networking, Social Media Marketing, Strategic Partnerships, Contract Negotiation, Key Account Management, Direct Sales, Marketing, New Business Development, Account Management, Selling, Strategy, VoIP, Managed Services, Financial Analysis, Strategic Planning, Insurance, Team Building, Salesforce.com, Profit/Loss..., Facebook, Public Speaking, Cloud Computing, Consulting, Sales Process, SaaS, Sales Operations, Wireless
Education
Texas Christian University - M.J. Neeley School of Business
BBA
SWMG, LLC January 2014 - Present
Unite Private Networks January 2013 - December 2013
Cirra Networks January 2009 - January 2013
XO Communications 2007 - 2008
Lincoln Financial Group 2004 - 2007
MCI 2002 - 2004
Global Metro Networks 2000 - 2002
ACSI / e.spire Communications August 1996 - October 2000
MCI 1992 - 1995
Skills
Telecommunications, Business Development, Sales, Sales Management, Leadership, Start-ups, Solution Selling, Social Media, CRM, Social Networking, Management, Networking, Social Media Marketing, Strategic Partnerships, Contract Negotiation, Key Account Management, Direct Sales, Marketing, New Business Development, Account Management, Selling, Strategy, VoIP, Managed Services, Financial Analysis, Strategic Planning, Insurance, Team Building, Salesforce.com, Profit/Loss..., Facebook, Public Speaking, Cloud Computing, Consulting, Sales Process, SaaS, Sales Operations, Wireless
Education
Texas Christian University - M.J. Neeley School of Business
BBA
Brian Hirschfield, CFA, FRM's Lincoln Financial Group Experience October 2005 - January 2008
Job Head of Hedging Ops and Performance at Voya
Industry Insurance
Experience
Voya Financial January 2008 - Present
Lincoln Financial Group October 2005 - January 2008
SEI Investments August 2003 - October 2005
Hay Group 1999 - 2003
TIAA-CREF 1998 - 1999
Actuarial Sciences Associates 1996 - 1998
Skills
Hedging, Performance Attribution, Risk Measurement, Risk Management, Options, Pensions, Investment Strategies, Market Risk, Investments, Derivatives, Quantitative Finance, Quantitative Analysis, Asset Allocation, Actuarial, Equity Derivatives, Portfolio Management
Education
Global Association of Risk Profesisonals 2008 — 2008
Financial Risk Manager
Certificate in Quantitative Finance 2007 — 2007
CQF, Quantitative Finance
CFA Institute 2001 — 2003
CFA, Finance
Associate of Society of Actuaries 2001 — 2001
ASA, Actuarial Science
Temple University 1992 — 1996
Business Administration, Actuarial Science
Voya Financial January 2008 - Present
Lincoln Financial Group October 2005 - January 2008
SEI Investments August 2003 - October 2005
Hay Group 1999 - 2003
TIAA-CREF 1998 - 1999
Actuarial Sciences Associates 1996 - 1998
Skills
Hedging, Performance Attribution, Risk Measurement, Risk Management, Options, Pensions, Investment Strategies, Market Risk, Investments, Derivatives, Quantitative Finance, Quantitative Analysis, Asset Allocation, Actuarial, Equity Derivatives, Portfolio Management
Education
Global Association of Risk Profesisonals 2008 — 2008
Financial Risk Manager
Certificate in Quantitative Finance 2007 — 2007
CQF, Quantitative Finance
CFA Institute 2001 — 2003
CFA, Finance
Associate of Society of Actuaries 2001 — 2001
ASA, Actuarial Science
Temple University 1992 — 1996
Business Administration, Actuarial Science
Diane C. Russell's Lincoln Financial Group Experience October 2014 - Present
Job Vice President, Marketing at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group October 2014 - Present
CIGNA 1990 - October 2014
McKinney Public Relations and Advertising February 1986 - October 1990
Greater Philadelphia Chamber of Commerce 1984 - 1985
Skills
Public Relations, Product Management, Vendor Relationships, Insurance, Sales Operations, Management, Marketing Communications, Marketing, Strategy, Strategic Planning, New Business Development, Program Management, Product Development, Sales, Media Relations, Call Centers, Direct Marketing, Underwriting, Health Insurance, Employee Benefits, Marketing Strategy, Claim, Managed Care, Healthcare
Education
University of Pennsylvania 1992 — 1996
M.A., Organizational Dynamics
Temple University 1980 — 1985
B.A., Communications/Journalism
Lincoln Financial Group October 2014 - Present
CIGNA 1990 - October 2014
McKinney Public Relations and Advertising February 1986 - October 1990
Greater Philadelphia Chamber of Commerce 1984 - 1985
Skills
Public Relations, Product Management, Vendor Relationships, Insurance, Sales Operations, Management, Marketing Communications, Marketing, Strategy, Strategic Planning, New Business Development, Program Management, Product Development, Sales, Media Relations, Call Centers, Direct Marketing, Underwriting, Health Insurance, Employee Benefits, Marketing Strategy, Claim, Managed Care, Healthcare
Education
University of Pennsylvania 1992 — 1996
M.A., Organizational Dynamics
Temple University 1980 — 1985
B.A., Communications/Journalism
JEFF MINNICHBACH, CPM's Lincoln Financial Group Experience January 2015 - Present
Job Sr. Manager, I.T. Strategic Sourcing at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2015 - Present
Bristol-Myers Squibb January 2012 - November 2014
Bristol-Myers Squibb 2009 - 2012
GMAC Financial Services 2006 - 2009
Bristol-Myers Squibb 2001 - 2006
Bristol-Myers Squibb 2001 - 2006
Pep Boys 1998 - 2001
Skills
Strategic Sourcing, Inventory Management, Spend Analysis, Negotiation, Process Improvement, Cross-functional Team..., Ariba, Sourcing, Contract Management, Supply Chain Management, Procurement, Vendor Management, Supply Chain, Global Sourcing, Purchasing, Forecasting, Supply Management, Outsourcing
Education
Temple University 1999 — 2001
MASTER OF BUSINESS ADMINISTRATION, Finance
Temple University - Fox School of Business and Management 1997 — 2000
BACHELOR OF BUSINESS ADMINISTRATION, Finance
Lincoln Financial Group January 2015 - Present
Bristol-Myers Squibb January 2012 - November 2014
Bristol-Myers Squibb 2009 - 2012
GMAC Financial Services 2006 - 2009
Bristol-Myers Squibb 2001 - 2006
Bristol-Myers Squibb 2001 - 2006
Pep Boys 1998 - 2001
Skills
Strategic Sourcing, Inventory Management, Spend Analysis, Negotiation, Process Improvement, Cross-functional Team..., Ariba, Sourcing, Contract Management, Supply Chain Management, Procurement, Vendor Management, Supply Chain, Global Sourcing, Purchasing, Forecasting, Supply Management, Outsourcing
Education
Temple University 1999 — 2001
MASTER OF BUSINESS ADMINISTRATION, Finance
Temple University - Fox School of Business and Management 1997 — 2000
BACHELOR OF BUSINESS ADMINISTRATION, Finance
Sandy Friend's Lincoln Financial Group Experience March 2011 - Present
Job Senior Marketing Writer at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2011 - Present
Aetna Health Insurance, Inc. 2000 - March 2011
Aetna 2001 - 2003
Wyeth pharmaceuticals 2000 - 2001
Media Relations Consultant January 1990 - December 2000
Skills
Public Relations, Marketing Communications, Marketing Strategy, Newsletters, Internal Communications, Marketing, Management, Market Research, Copywriting, Email Marketing, B2B, Strategic Communications, Integrated Marketing, Direct Marketing, Corporate Communications, Press Releases
Education
Temple University
Master's, Journalism Program
Temple University
Bachelor's, Social Work
Lincoln Financial Group March 2011 - Present
Aetna Health Insurance, Inc. 2000 - March 2011
Aetna 2001 - 2003
Wyeth pharmaceuticals 2000 - 2001
Media Relations Consultant January 1990 - December 2000
Skills
Public Relations, Marketing Communications, Marketing Strategy, Newsletters, Internal Communications, Marketing, Management, Market Research, Copywriting, Email Marketing, B2B, Strategic Communications, Integrated Marketing, Direct Marketing, Corporate Communications, Press Releases
Education
Temple University
Master's, Journalism Program
Temple University
Bachelor's, Social Work
Susan Cima, CISM, CISA's Lincoln Financial Group Experience 2006 - Present
Job Director, Information Security Compliance
Industry Insurance
Experience
Lincoln Financial Group 2006 - Present
Delaware Investments 1998 - 2006
PNC Bank 1991 - 1998
PNC Financial Services Group 1989 - 1998
Skills
IT Audit, Risk Management, Vendor Management, Risk Assessment, Sarbanes-Oxley, CISA, Information Security..., Enterprise Risk..., Security, Information Security, Disaster Recovery, Business Continuity, CISSP, PCI DSS, Governance, GLBA, Business Continuity..., Information Technology, COBIT, Sarbanes-Oxley Act, SAS70
Education
Temple University - Fox School of Business and Management 1985 — 1989
BBA, Computer and Information Science
Lincoln Financial Group 2006 - Present
Delaware Investments 1998 - 2006
PNC Bank 1991 - 1998
PNC Financial Services Group 1989 - 1998
Skills
IT Audit, Risk Management, Vendor Management, Risk Assessment, Sarbanes-Oxley, CISA, Information Security..., Enterprise Risk..., Security, Information Security, Disaster Recovery, Business Continuity, CISSP, PCI DSS, Governance, GLBA, Business Continuity..., Information Technology, COBIT, Sarbanes-Oxley Act, SAS70
Education
Temple University - Fox School of Business and Management 1985 — 1989
BBA, Computer and Information Science
Lindsey Sofia's Lincoln Financial Group Experience April 2013 - Present
Job Corporate Marketing & Communication Specialist at Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Group April 2013 - Present
Lincoln Financial Group April 2011 - April 2013
Lincoln Financial Group July 2010 - July 2011
Lincoln Financial Group June 2008 - July 2010
Holy Child Catholic School September 2006 - June 2008
Skills
Project Management, Time Management, Brand Awareness, Creative Strategy, Marketing Strategy, Strategic Thinking, Campaign Managment, Advertising, Relationship Management, Marketing, Creative Direction, Leadership, Product Marketing
Education
Temple University 2001 — 2006
Bachelors, Elementary & Early Childhood Education
Lincoln Financial Group April 2013 - Present
Lincoln Financial Group April 2011 - April 2013
Lincoln Financial Group July 2010 - July 2011
Lincoln Financial Group June 2008 - July 2010
Holy Child Catholic School September 2006 - June 2008
Skills
Project Management, Time Management, Brand Awareness, Creative Strategy, Marketing Strategy, Strategic Thinking, Campaign Managment, Advertising, Relationship Management, Marketing, Creative Direction, Leadership, Product Marketing
Education
Temple University 2001 — 2006
Bachelors, Elementary & Early Childhood Education
Dave Keen's Lincoln Financial Group Experience December 2005 - September 2012
Job Creative Director
Industry Graphic Design
Experience
Aramark October 2013 - Present
IceBox Industries January 2013 - September 2013
Lincoln Financial Group December 2005 - September 2012
Price Comm 1996 - 2005
Skills
Graphic Design, Art Direction, Creative Direction, Image Manipulation, Analytics
Education
Tyler School of Art, Temple University 1986 — 1991
Aramark October 2013 - Present
IceBox Industries January 2013 - September 2013
Lincoln Financial Group December 2005 - September 2012
Price Comm 1996 - 2005
Skills
Graphic Design, Art Direction, Creative Direction, Image Manipulation, Analytics
Education
Tyler School of Art, Temple University 1986 — 1991
Rosemary B. Hocker's Lincoln Financial Group Experience June 2008 - December 2008
Job Working for Highmark G/L Financials
Industry Information Technology and Services
Experience
Mindteck Consulting January 2015 - Present
Arbonne 2003 - Present
Celerity July 2013 - March 2014
Tek Systems for Trion November 2012 - January 2013
Sapphire Technologies for TD Bank June 2010 - June 2012
CIGNA's TelDrug April 2010 - July 2010
Looking for a new Opportunity December 2009 - February 2010
TelDrug August 2009 - November 2009
JPMorgan/Chase Bank March 2009 - August 2009
Lincoln Financial Group June 2008 - December 2008
Skills
Business Analysis, SDLC, Visio, User Acceptance Testing, Vendor Management, Quality Assurance, Business Requirements, Requirements Gathering, Process Improvement, Requirements Analysis, Project Management, SharePoint, Business Intelligence, Software Project..., Software Documentation, Testing, Cross-functional Team..., Leadership, Business Process, Budgets, Troubleshooting, Management, Access, Business Process..., Integration, CRM, Change Management, ERP, Project Portfolio..., Analysis, Resource Management, PMP, IT Strategy, PMO, MS Project, IT Management, Program Management, Systems Analysis, Information Technology, Risk Management, Team Leadership, Disaster Recovery, Consulting, Human Resources, Software Implementation, Outsourcing, ITIL, Team Building, Data Warehousing, Professional Services
Education
Temple University - Fox School of Business and Management 1981 — 1986
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Bridgeton High School 1962 — 1966
Diploma, Academic
Mindteck Consulting January 2015 - Present
Arbonne 2003 - Present
Celerity July 2013 - March 2014
Tek Systems for Trion November 2012 - January 2013
Sapphire Technologies for TD Bank June 2010 - June 2012
CIGNA's TelDrug April 2010 - July 2010
Looking for a new Opportunity December 2009 - February 2010
TelDrug August 2009 - November 2009
JPMorgan/Chase Bank March 2009 - August 2009
Lincoln Financial Group June 2008 - December 2008
Skills
Business Analysis, SDLC, Visio, User Acceptance Testing, Vendor Management, Quality Assurance, Business Requirements, Requirements Gathering, Process Improvement, Requirements Analysis, Project Management, SharePoint, Business Intelligence, Software Project..., Software Documentation, Testing, Cross-functional Team..., Leadership, Business Process, Budgets, Troubleshooting, Management, Access, Business Process..., Integration, CRM, Change Management, ERP, Project Portfolio..., Analysis, Resource Management, PMP, IT Strategy, PMO, MS Project, IT Management, Program Management, Systems Analysis, Information Technology, Risk Management, Team Leadership, Disaster Recovery, Consulting, Human Resources, Software Implementation, Outsourcing, ITIL, Team Building, Data Warehousing, Professional Services
Education
Temple University - Fox School of Business and Management 1981 — 1986
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Bridgeton High School 1962 — 1966
Diploma, Academic
Maureen O'Donnell's Lincoln Financial Group Experience July 1999 - January 2000
Job Regional Sales Manager (NJ, DE, and Eastern PA) at Clinton Learning Solutions, LLC
Industry Education Management
Experience
Clinton Learning Solutions, LLC August 2013 - Present
CITYSPACE April 2012 - 2013
Keller Williams Realty March 2010 - April 2012
Coldwell Banker Realty Corp Associates October 2005 - March 2010
GMAC Realty October 2004 - May 2005
Gilberti Stinziano Heintz & Smith, PC October 2001 - January 2004
Wilmer Cutler and Pickering 2000 - 2001
The MONY Group January 2000 - August 2000
Lincoln Financial Group July 1999 - January 2000
Lincoln Financial Group August 1998 - July 1999
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Condos, Foreclosures, Short Sales, Relocation, Investment Properties, REO, Single Family Homes, Investors, Negotiation, Sellers, Luxury, Leases, First Time Home Buyers, Property Management, Buyer Representation, Investments
Education
Temple University 2012 — 2013
Master of Education (MEd), Secondary Certification: Biology
Union College 1993 — 1997
BA, Environmental Studies Conc: Biology
Hotchkiss 1989 — 1993
Clinton Learning Solutions, LLC August 2013 - Present
CITYSPACE April 2012 - 2013
Keller Williams Realty March 2010 - April 2012
Coldwell Banker Realty Corp Associates October 2005 - March 2010
GMAC Realty October 2004 - May 2005
Gilberti Stinziano Heintz & Smith, PC October 2001 - January 2004
Wilmer Cutler and Pickering 2000 - 2001
The MONY Group January 2000 - August 2000
Lincoln Financial Group July 1999 - January 2000
Lincoln Financial Group August 1998 - July 1999
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Condos, Foreclosures, Short Sales, Relocation, Investment Properties, REO, Single Family Homes, Investors, Negotiation, Sellers, Luxury, Leases, First Time Home Buyers, Property Management, Buyer Representation, Investments
Education
Temple University 2012 — 2013
Master of Education (MEd), Secondary Certification: Biology
Union College 1993 — 1997
BA, Environmental Studies Conc: Biology
Hotchkiss 1989 — 1993
Tim Ruth's Lincoln Financial Group Experience August 2009 - May 2014
Job Sr. Employee Benefits Consultant at The Standard
Industry Insurance
Experience
The Standard May 2014 - Present
Lincoln Financial Group August 2009 - May 2014
Hartford Life June 2003 - August 2009
Cigna Life and Disability 1993 - 2003
CIGNA 1997 - 2002
CNA Insurance Companies 1987 - 1990
Skills
Group Benefits, Health Insurance, Dental, Employee Benefits, Disability Insurance, Brokers, Dentistry, Insurance, Life Insurance, Term Life Insurance, Underwriting, Benefits Administration, Claim, Workers Compensation
Education
Temple University 1984 — 1989
Bachelor of Science (B.S.), Finance
The Standard May 2014 - Present
Lincoln Financial Group August 2009 - May 2014
Hartford Life June 2003 - August 2009
Cigna Life and Disability 1993 - 2003
CIGNA 1997 - 2002
CNA Insurance Companies 1987 - 1990
Skills
Group Benefits, Health Insurance, Dental, Employee Benefits, Disability Insurance, Brokers, Dentistry, Insurance, Life Insurance, Term Life Insurance, Underwriting, Benefits Administration, Claim, Workers Compensation
Education
Temple University 1984 — 1989
Bachelor of Science (B.S.), Finance
Geordan Drummond's Lincoln Financial Group Experience June 1996 - June 2004
Job Product Manager at Edgewater Ranzal
Industry Information Technology and Services
Experience
Edgewater Ranzal January 2015 - Present
Edgewater Ranzal September 2014 - January 2015
Edgewater Ranzal September 2010 - September 2014
Ranzal & Associates September 2008 - September 2010
Oracle Corp July 2007 - August 2008
Hyperion Solutions June 2004 - June 2007
Lincoln Financial Group June 1996 - June 2004
Skills
HFM, FDM, Hyperion Enterprise, Hyperion Planning, EPM, Consolidation, Oracle, Financial Reporting, Business Analysis, Hyperion EPM, Hyperion HFM, Hyperion
Education
Temple University - Fox School of Business and Management 2000 — 2003
MBA, Management Information Systems
University of Notre Dame 1991 — 1995
BBA, Finance
TASIS 1989 — 1991
Edgewater Ranzal January 2015 - Present
Edgewater Ranzal September 2014 - January 2015
Edgewater Ranzal September 2010 - September 2014
Ranzal & Associates September 2008 - September 2010
Oracle Corp July 2007 - August 2008
Hyperion Solutions June 2004 - June 2007
Lincoln Financial Group June 1996 - June 2004
Skills
HFM, FDM, Hyperion Enterprise, Hyperion Planning, EPM, Consolidation, Oracle, Financial Reporting, Business Analysis, Hyperion EPM, Hyperion HFM, Hyperion
Education
Temple University - Fox School of Business and Management 2000 — 2003
MBA, Management Information Systems
University of Notre Dame 1991 — 1995
BBA, Finance
TASIS 1989 — 1991
Ani Joshua's Lincoln Financial Group Experience November 2014 - June 2015
Job Mutual Funds and Investments
Industry Accounting
Experience
BNY Mellon June 2015 - Present
Lincoln Financial Group November 2014 - June 2015
BNY Mellon July 2006 - November 2014
Skills
Tax, Analysis, Tax Returns, Tax Accounting, Income Tax, Asset Management, Mutual Funds, Financial Statements, Investments, Financial Analysis, Accounting, Microsoft Excel, GAAP, Management
Education
Temple University - Fox School of Business and Management 2003 — 2006
BNY Mellon June 2015 - Present
Lincoln Financial Group November 2014 - June 2015
BNY Mellon July 2006 - November 2014
Skills
Tax, Analysis, Tax Returns, Tax Accounting, Income Tax, Asset Management, Mutual Funds, Financial Statements, Investments, Financial Analysis, Accounting, Microsoft Excel, GAAP, Management
Education
Temple University - Fox School of Business and Management 2003 — 2006
Jennifer Bohmueller's Lincoln Financial Group Experience January 2013 - Present
Job Communications Manager at Lincoln Financial Group
Industry Human Resources
Experience
Lincoln Financial Group January 2013 - Present
Trion March 2012 - December 2012
Aon Hewitt September 2006 - March 2012
PricewaterhouseCoopers August 2004 - September 2006
LRP Publications May 1999 - August 2004
Skills
Microsoft Office, SharePoint, PowerPoint, Excel, Photoshop, Microsoft Office..., Virtual Teams, Project Coordination, Project Planning
Education
Temple University
BA, Journalism
Lincoln Financial Group January 2013 - Present
Trion March 2012 - December 2012
Aon Hewitt September 2006 - March 2012
PricewaterhouseCoopers August 2004 - September 2006
LRP Publications May 1999 - August 2004
Skills
Microsoft Office, SharePoint, PowerPoint, Excel, Photoshop, Microsoft Office..., Virtual Teams, Project Coordination, Project Planning
Education
Temple University
BA, Journalism
Bill Mangoni ChFC®, CLU®, MBA's Lincoln Financial Group Experience March 2012 - August 2013
Job Internal Sales Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors August 2013 - Present
Lincoln Financial Group March 2012 - August 2013
Delaware Investments January 2010 - February 2012
Lincoln Financial Distributors January 2009 - December 2009
Lincoln Financial Distributors January 2008 - December 2008
Lincoln Financial Distributors May 2003 - January 2008
Skills
Series 63, Mutual Funds, Series 7, Series 6, Fixed Annuities, Retirement Planning, Wealth Management, Investments, Life Insurance, Series 65, Variable Annuities
Education
Temple University - Fox School of Business and Management 2001 — 2005
Master of Business Administration (MBA), Marketing/Finance
Temple University 1985 — 1989
Bachelor of Arts (BA), Communications
Lincoln Financial Distributors August 2013 - Present
Lincoln Financial Group March 2012 - August 2013
Delaware Investments January 2010 - February 2012
Lincoln Financial Distributors January 2009 - December 2009
Lincoln Financial Distributors January 2008 - December 2008
Lincoln Financial Distributors May 2003 - January 2008
Skills
Series 63, Mutual Funds, Series 7, Series 6, Fixed Annuities, Retirement Planning, Wealth Management, Investments, Life Insurance, Series 65, Variable Annuities
Education
Temple University - Fox School of Business and Management 2001 — 2005
Master of Business Administration (MBA), Marketing/Finance
Temple University 1985 — 1989
Bachelor of Arts (BA), Communications
Daniela Palmieri's Lincoln Financial Group Experience July 2006 - Present
Job AVP, Strategic Communications, Lincoln Financial Group
Industry Public Relations and Communications
Experience
Lincoln Financial Group July 2006 - Present
The Brownstein Group May 2000 - June 2006
Vorhaus and Company, Inc August 1999 - May 2000
Skills
Press Releases, Public Relations, Internal Communications, Strategic Communications, Crisis Communications, Media Relations, Integrated Marketing, Copywriting, Corporate Communications, Marketing Communications, Communications Planning, Newsletters, Message Development, Speech Writing, Reputation Management, Social Media, Thought Leadership, Publications, Internal, Content Strategy, Content Development, Editing, Communication Training
Education
Temple University 1995 — 1999
BA
Lincoln Financial Group July 2006 - Present
The Brownstein Group May 2000 - June 2006
Vorhaus and Company, Inc August 1999 - May 2000
Skills
Press Releases, Public Relations, Internal Communications, Strategic Communications, Crisis Communications, Media Relations, Integrated Marketing, Copywriting, Corporate Communications, Marketing Communications, Communications Planning, Newsletters, Message Development, Speech Writing, Reputation Management, Social Media, Thought Leadership, Publications, Internal, Content Strategy, Content Development, Editing, Communication Training
Education
Temple University 1995 — 1999
BA
Ellen Cooper's Lincoln Financial Group Experience August 2012 - Present
Job Chief Investment Officer at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2012 - Present
Goldman Sachs 2008 - July 2012
AEGON USA 2006 - 2008
Ernst & Young LLP 2000 - 2006
Tillinghast 1997 - 2000
ALICO 1992 - 1997
Education
Temple University
Bachelor of Business Administration, Actuarial Science
Lincoln Financial Group August 2012 - Present
Goldman Sachs 2008 - July 2012
AEGON USA 2006 - 2008
Ernst & Young LLP 2000 - 2006
Tillinghast 1997 - 2000
ALICO 1992 - 1997
Education
Temple University
Bachelor of Business Administration, Actuarial Science
Jei Tai's Lincoln Financial Group Experience OSD HelpdeskSiemens Medical SolutionsMarch 2001 - December 2004
Job System Analyst II at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group OSD HelpdeskSiemens Medical SolutionsMarch 2001 - December 2004
Education
Temple University - Fox School of Business and Management
BA, International Business
Lincoln Financial Group OSD HelpdeskSiemens Medical SolutionsMarch 2001 - December 2004
Education
Temple University - Fox School of Business and Management
BA, International Business
Barbara Bird's Lincoln Financial Group Experience February 2004 - July 2007
Job Senior Benefits Executive with CEBS
Industry Human Resources
Experience
Planco LLC August 2007 - December 2008
Lincoln Financial Group February 2004 - July 2007
RMH Teleservices, Inc. 2003 - 2004
GlaxoSmithKline January 1986 - January 2003
SmithKline Beecham January 1994 - December 1997
SmithKline Beecham January 1986 - December 1993
Skills
Employee Benefits, Insurance, Deferred Compensation, Defined Benefit, 401k, Retirement, Change Management, Benefits Administration, Pensions, FMLA, ERISA, Leadership, Strategy, Mergers & Acquisitions, Executive Pay, Management, Benefits Design, Disability Insurance, Succession Planning, HRIS
Education
Temple University
Wharton School & Int'l Foundation
CEBS
Wilson College
Bachelor's Degree
Planco LLC August 2007 - December 2008
Lincoln Financial Group February 2004 - July 2007
RMH Teleservices, Inc. 2003 - 2004
GlaxoSmithKline January 1986 - January 2003
SmithKline Beecham January 1994 - December 1997
SmithKline Beecham January 1986 - December 1993
Skills
Employee Benefits, Insurance, Deferred Compensation, Defined Benefit, 401k, Retirement, Change Management, Benefits Administration, Pensions, FMLA, ERISA, Leadership, Strategy, Mergers & Acquisitions, Executive Pay, Management, Benefits Design, Disability Insurance, Succession Planning, HRIS
Education
Temple University
Wharton School & Int'l Foundation
CEBS
Wilson College
Bachelor's Degree
Vicky Craft Wagner's Lincoln Financial Group Experience January 2013 - Present
Job Marketing Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2013 - Present
Mission Staffing May 2011 - December 2012
Lincoln Financial Group June 2009 - May 2011
Lincoln Financial Group August 2008 - May 2009
Lincoln Financial Group August 2007 - May 2009
Lincoln Financial Group August 2007 - August 2008
Commerce Bank May 2005 - June 2007
Skills
Project Coordination, Process Improvement, Strategic Planning, Cross-functional Team..., Leadership, Strategy, Program Management
Education
Villanova University 2010 — 2011
Master Certificate, Project Management
Temple University - Fox School of Business and Management 2005 — 2007
BA, Finance
Lincoln Financial Group January 2013 - Present
Mission Staffing May 2011 - December 2012
Lincoln Financial Group June 2009 - May 2011
Lincoln Financial Group August 2008 - May 2009
Lincoln Financial Group August 2007 - May 2009
Lincoln Financial Group August 2007 - August 2008
Commerce Bank May 2005 - June 2007
Skills
Project Coordination, Process Improvement, Strategic Planning, Cross-functional Team..., Leadership, Strategy, Program Management
Education
Villanova University 2010 — 2011
Master Certificate, Project Management
Temple University - Fox School of Business and Management 2005 — 2007
BA, Finance
Jonathan Applewhite, ASA's Lincoln Financial Group Experience September 2010 - October 2013
Job Senior at EY
Industry Financial Services
Experience
EY November 2013 - Present
Lincoln Financial Group September 2010 - October 2013
Provident Funding Associates L.P. June 2009 - August 2010
Liberty Mutual June 2008 - August 2008
Aetna May 2007 - August 2007
Aetna May 2006 - January 2007
Skills
SAS, Business Objects, Essbase, Microsoft Office, Actuarial Science, Insurance, Underwriting, VBA, Access, Microsoft Excel, Life Insurance, Financial Modeling, Actuaries, Analysis, Financial Risk, Fixed Annuities, Risk Management
Education
Temple University - Fox School of Business and Management 2004 — 2009
Business Administration, Actuarial Science
Hartford Public High School 2000 — 2004
EY November 2013 - Present
Lincoln Financial Group September 2010 - October 2013
Provident Funding Associates L.P. June 2009 - August 2010
Liberty Mutual June 2008 - August 2008
Aetna May 2007 - August 2007
Aetna May 2006 - January 2007
Skills
SAS, Business Objects, Essbase, Microsoft Office, Actuarial Science, Insurance, Underwriting, VBA, Access, Microsoft Excel, Life Insurance, Financial Modeling, Actuaries, Analysis, Financial Risk, Fixed Annuities, Risk Management
Education
Temple University - Fox School of Business and Management 2004 — 2009
Business Administration, Actuarial Science
Hartford Public High School 2000 — 2004
Sonia Dadhich, MBA's Lincoln Financial Group Experience June 2006 - August 2006
Job Cyber Risk Senior Consultant, Deloitte
Industry Financial Services
Experience
Deloitte July 2014 - Present
Citi November 2010 - August 2012
BANK OF AMERICA July 2007 - November 2010
Merrill Lynch July 2007 - November 2010
Lincoln Financial Group June 2006 - August 2006
HARLEYSVILLE INSURANCE COMPANY May 2005 - August 2005
Skills
Vendor Management, Management, Analysis, Training, Financial Risk, Access, Data Analysis, Internal Audit, Auditing, Software Documentation, Risk Assessment, Sarbanes-Oxley Act, SharePoint, Employee Benefits, FINRA, Telecommunications, Fixed Income, Capital Markets, Securities, Equities
Education
Saint John's University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Temple University - Fox School of Business and Management 2003 — 2007
Bachelors, Business Administration; Finance & Accounting
Deloitte July 2014 - Present
Citi November 2010 - August 2012
BANK OF AMERICA July 2007 - November 2010
Merrill Lynch July 2007 - November 2010
Lincoln Financial Group June 2006 - August 2006
HARLEYSVILLE INSURANCE COMPANY May 2005 - August 2005
Skills
Vendor Management, Management, Analysis, Training, Financial Risk, Access, Data Analysis, Internal Audit, Auditing, Software Documentation, Risk Assessment, Sarbanes-Oxley Act, SharePoint, Employee Benefits, FINRA, Telecommunications, Fixed Income, Capital Markets, Securities, Equities
Education
Saint John's University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Temple University - Fox School of Business and Management 2003 — 2007
Bachelors, Business Administration; Finance & Accounting
John Quaile's Lincoln Financial Group Experience August 2005 - August 2008
Job Customer Success Manager at iPipeline
Industry Financial Services
Experience
iPipeline May 2014 - Present
iPipeline November 2012 - May 2014
Vanguard June 2011 - October 2012
Lincoln Financial Distributors June 2008 - April 2009
Lincoln Financial Group August 2005 - August 2008
Lincoln Financial Distributors September 2006 - May 2008
Lincoln Financial Group August 2005 - August 2006
Skills
Investments
Education
Temple University 2010 — 2013
MBA, Finance, General
Temple University - Fox School of Business and Management 2000 — 2005
BBA, Finance, Accounting
iPipeline May 2014 - Present
iPipeline November 2012 - May 2014
Vanguard June 2011 - October 2012
Lincoln Financial Distributors June 2008 - April 2009
Lincoln Financial Group August 2005 - August 2008
Lincoln Financial Distributors September 2006 - May 2008
Lincoln Financial Group August 2005 - August 2006
Skills
Investments
Education
Temple University 2010 — 2013
MBA, Finance, General
Temple University - Fox School of Business and Management 2000 — 2005
BBA, Finance, Accounting
Nicholas Allegrini's Lincoln Financial Group Experience May 2014 - Present
Job HR Business Partner, Lincoln Financial Group Distribution at Lincoln Financial Group
Industry Human Resources
Experience
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group August 2013 - May 2014
Lincoln Financial Group August 2012 - July 2013
Lincoln Financial Group August 2011 - August 2012
Comcast-Spectacor November 2007 - May 2011
CIGNA June 2010 - August 2010
Lincoln Financial Group August 2009 - December 2009
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Human Resource Management
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group August 2013 - May 2014
Lincoln Financial Group August 2012 - July 2013
Lincoln Financial Group August 2011 - August 2012
Comcast-Spectacor November 2007 - May 2011
CIGNA June 2010 - August 2010
Lincoln Financial Group August 2009 - December 2009
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Human Resource Management
Ben Kates's Lincoln Financial Group Experience May 2014 - August 2014
Job President, Temple University American Marketing Association
Industry Marketing and Advertising
Experience
Fox School of Business at Temple University January 2015 - Present
Burlington Stores, Inc. June 2015 - August 2015
Fox School of Business at Temple University January 2014 - December 2014
Lincoln Financial Group May 2014 - August 2014
Temple University August 2013 - May 2014
Children's Technology Review June 2009 - August 2013
Skills
Google Analytics, Microsoft Excel, Social Media, Microsoft Office, Video Production, Photoshop, Event Planning, Editing, Marketing, PowerPoint, Microsoft Word, Dreamweaver, Facebook, Digital Marketing, Video, Social Networking, Leadership, Final Cut Pro, Video Editing, Graphic Design, HTML, PHP, MySQL, SAS E-Miner
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Management Information Systems, Digital Marketing
Hunterdon Central Regional High School 2008 — 2012
Fox School of Business at Temple University January 2015 - Present
Burlington Stores, Inc. June 2015 - August 2015
Fox School of Business at Temple University January 2014 - December 2014
Lincoln Financial Group May 2014 - August 2014
Temple University August 2013 - May 2014
Children's Technology Review June 2009 - August 2013
Skills
Google Analytics, Microsoft Excel, Social Media, Microsoft Office, Video Production, Photoshop, Event Planning, Editing, Marketing, PowerPoint, Microsoft Word, Dreamweaver, Facebook, Digital Marketing, Video, Social Networking, Leadership, Final Cut Pro, Video Editing, Graphic Design, HTML, PHP, MySQL, SAS E-Miner
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Management Information Systems, Digital Marketing
Hunterdon Central Regional High School 2008 — 2012
Dzmitry Khitrykau, CPA's Lincoln Financial Group Experience May 2009 - August 2009
Job Senior Accountant at Widener University
Industry Accounting
Experience
Widener University September 2014 - Present
Citco Fund Services September 2013 - September 2014
Ernst & Young LLP September 2010 - September 2013
Temple University August 2009 - May 2010
Lincoln Financial Group May 2009 - August 2009
Skills
Auditing, Internal Controls, Internal Audit, Financial Reporting, Sarbanes-Oxley, Accounting, Assurance, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Accounting, CPA, GAAP, Financial Analysis, Microsoft Excel, Finance
Education
Temple University - Fox School of Business and Management 2007 — 2010
BBA, Accounting
Widener University September 2014 - Present
Citco Fund Services September 2013 - September 2014
Ernst & Young LLP September 2010 - September 2013
Temple University August 2009 - May 2010
Lincoln Financial Group May 2009 - August 2009
Skills
Auditing, Internal Controls, Internal Audit, Financial Reporting, Sarbanes-Oxley, Accounting, Assurance, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Accounting, CPA, GAAP, Financial Analysis, Microsoft Excel, Finance
Education
Temple University - Fox School of Business and Management 2007 — 2010
BBA, Accounting
Jason McClarran's Lincoln Financial Group Experience December 2012 - Present
Job Project Technician at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group December 2012 - Present
Aetna May 2011 - May 2012
Cigna 2012 - 2012
Aetna December 2010 - May 2011
Skills
Quality Assurance, Process Improvement, Quality Center, Visio, Software Documentation, Software Quality..., Testing, Requirements Gathering, Requirements Analysis
Education
Central Connecticut State University 2006 — 2010
Bachelor of Science (B.S.), Management Information Systems, General
Temple University 2005 — 2006
Lincoln Financial Group December 2012 - Present
Aetna May 2011 - May 2012
Cigna 2012 - 2012
Aetna December 2010 - May 2011
Skills
Quality Assurance, Process Improvement, Quality Center, Visio, Software Documentation, Software Quality..., Testing, Requirements Gathering, Requirements Analysis
Education
Central Connecticut State University 2006 — 2010
Bachelor of Science (B.S.), Management Information Systems, General
Temple University 2005 — 2006
Jason Barber's Lincoln Financial Group Experience December 2013 - May 2014
Job Operations Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase June 2014 - August 2014
Lincoln Financial Group December 2013 - May 2014
Lewis Barber Construction May 2005 - August 2012
Tapestry Philadelphia December 2011 - April 2012
Philadelphia Kixx May 2010 - August 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Photoshop, Retail, Event Planning, Inventory Management, Sales, Marketing, Social Media, Adobe Creative Suite, Leadership
Education
Temple University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Risk Management and Insurance Double Major, 3.4
Blackburn Rovers Football Academy 2007 — 2008
Myerscough College 2007 — 2008
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase June 2014 - August 2014
Lincoln Financial Group December 2013 - May 2014
Lewis Barber Construction May 2005 - August 2012
Tapestry Philadelphia December 2011 - April 2012
Philadelphia Kixx May 2010 - August 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Photoshop, Retail, Event Planning, Inventory Management, Sales, Marketing, Social Media, Adobe Creative Suite, Leadership
Education
Temple University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Risk Management and Insurance Double Major, 3.4
Blackburn Rovers Football Academy 2007 — 2008
Myerscough College 2007 — 2008
James Hartley's Lincoln Financial Group Experience July 2013 - June 2014
Job Digital Strategist at Tealium
Industry Information Technology and Services
Experience
Tealium May 2015 - Present
Tealium June 2014 - May 2015
Lincoln Financial Group July 2013 - June 2014
Lincoln Financial Group April 2013 - November 2013
Lincoln Financial Group June 2012 - July 2013
Lincoln Financial Group August 2011 - August 2012
The Run Around Inc January 2000 - July 2011
Skills
Project Management, Sales, SharePoint, Leadership, Tealium Tag Management, Management, Six Sigma, Digital Analytics, Omniture, Analytics Tag Management, Business Process, Web Site Production, SharePoint Designer, Technical Support, Inventory Management, Recruiting, Network Administration, Purchasing, JavaScript, Analysis, Program Management, Web Analytics, Analytics, E-commerce, Networking
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Business Administration; Management Information Systems; Accounting
The George Washington University 2012 — 2012
IT Project Management Associate's Certificate, Information Technology - Project Management
EASTERN CENTER FOR ARTS AND TECHNOLOGY 1997 — 1999
Network Administration, Network Administration
Tealium May 2015 - Present
Tealium June 2014 - May 2015
Lincoln Financial Group July 2013 - June 2014
Lincoln Financial Group April 2013 - November 2013
Lincoln Financial Group June 2012 - July 2013
Lincoln Financial Group August 2011 - August 2012
The Run Around Inc January 2000 - July 2011
Skills
Project Management, Sales, SharePoint, Leadership, Tealium Tag Management, Management, Six Sigma, Digital Analytics, Omniture, Analytics Tag Management, Business Process, Web Site Production, SharePoint Designer, Technical Support, Inventory Management, Recruiting, Network Administration, Purchasing, JavaScript, Analysis, Program Management, Web Analytics, Analytics, E-commerce, Networking
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Business Administration; Management Information Systems; Accounting
The George Washington University 2012 — 2012
IT Project Management Associate's Certificate, Information Technology - Project Management
EASTERN CENTER FOR ARTS AND TECHNOLOGY 1997 — 1999
Network Administration, Network Administration
Iris Banks's Lincoln Financial Group Experience July 2012 - Present
Job Field Operation Coordinator at Lincoln Financial Group
Industry Investment Management
Experience
Lincoln Financial Group July 2012 - Present
Lincoln Financial Group April 2010 - July 2012
Pacific Pulmonary Services February 2008 - April 2010
Blue Cross and Blue Shield of Nebraska August 2006 - February 2008
Union Pacific Railroad June 2004 - August 2006
Pacetters Academy 1996 - 2000
Skills
Outlook, Word, Excel, Customer Service, PowerPoint, Microsoft Word, Access, Analysis, Budgets, Accounting, Account Management, Coaching, Contract Negotiation, Data Entry, Employee Relations, Editing, Event Management, Event Planning, Fundraising, Insurance, Invoicing, Leadership, Leadership Development, Management, Marketing, Microsoft Excel, Microsoft Office, New Business Development, Social Networking, Program Management, Project Management, Project Planning, Public Speaking, Process Improvement, Retail, Software Documentation, Strategic Planning, Sales
Education
Art Institute of Minnesota 2001 — 2004
BA, Interior Design
Tennessee State Univeristy 2000 — 2001
Bachelor of Arts (B.A.), Interior Design
Tennessee State University 2000 — 2001
BA, Interior Design
Omaha Central High 1996 — 2000
Diploma, Interior Design
Pacesetter Academy
Lincoln Financial Group July 2012 - Present
Lincoln Financial Group April 2010 - July 2012
Pacific Pulmonary Services February 2008 - April 2010
Blue Cross and Blue Shield of Nebraska August 2006 - February 2008
Union Pacific Railroad June 2004 - August 2006
Pacetters Academy 1996 - 2000
Skills
Outlook, Word, Excel, Customer Service, PowerPoint, Microsoft Word, Access, Analysis, Budgets, Accounting, Account Management, Coaching, Contract Negotiation, Data Entry, Employee Relations, Editing, Event Management, Event Planning, Fundraising, Insurance, Invoicing, Leadership, Leadership Development, Management, Marketing, Microsoft Excel, Microsoft Office, New Business Development, Social Networking, Program Management, Project Management, Project Planning, Public Speaking, Process Improvement, Retail, Software Documentation, Strategic Planning, Sales
Education
Art Institute of Minnesota 2001 — 2004
BA, Interior Design
Tennessee State Univeristy 2000 — 2001
Bachelor of Arts (B.A.), Interior Design
Tennessee State University 2000 — 2001
BA, Interior Design
Omaha Central High 1996 — 2000
Diploma, Interior Design
Pacesetter Academy
Joe Grady's Lincoln Financial Group Experience August 2013 - Present
Job AVP Actuarial Services and Solutions at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2013 - Present
Education
Texas Tech University 1974 — 1978
BS, Mathematics
Lincoln Financial Group August 2013 - Present
Education
Texas Tech University 1974 — 1978
BS, Mathematics
Nicole (Crane) Petraitis, CCP's Lincoln Financial Group Experience March 2015 - Present
Job Consultant, Total Rewards at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group May 2013 - March 2015
Lincoln Financial Group August 2012 - May 2013
Lincoln Financial Group January 2011 - August 2012
Charming Shoppes May 2010 - December 2010
Zipcar May 2009 - May 2010
OgilvyAction March 2008 - June 2008
Skills
Data Analysis, Marketing, Management, Recruiting, Leadership, Compensation & Benefit, Employee Benefits, Employee Wellness..., Retirement Benefits, Performance Management, Market Pricing, Close Attention to..., Market Analysis, Job Evaluation, Job Analysis, Marketing Communications, Communication Skills, Program Coordination, Microsoft Excel, Microsoft Office
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), International Business Administration and Marketing
Temple University, Japan Campus 2009 — 2009
International Business Administration and Marketing
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group May 2013 - March 2015
Lincoln Financial Group August 2012 - May 2013
Lincoln Financial Group January 2011 - August 2012
Charming Shoppes May 2010 - December 2010
Zipcar May 2009 - May 2010
OgilvyAction March 2008 - June 2008
Skills
Data Analysis, Marketing, Management, Recruiting, Leadership, Compensation & Benefit, Employee Benefits, Employee Wellness..., Retirement Benefits, Performance Management, Market Pricing, Close Attention to..., Market Analysis, Job Evaluation, Job Analysis, Marketing Communications, Communication Skills, Program Coordination, Microsoft Excel, Microsoft Office
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), International Business Administration and Marketing
Temple University, Japan Campus 2009 — 2009
International Business Administration and Marketing
Matthew Travers's Lincoln Financial Group Experience August 2011 - December 2011
Job Investment Banking Analyst at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase March 2012 - Present
Lincoln Financial Group August 2011 - December 2011
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Oxford Area High School 2003 — 2007
bba, finance
JPMorgan Chase March 2012 - Present
Lincoln Financial Group August 2011 - December 2011
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Oxford Area High School 2003 — 2007
bba, finance
Kyle Lockard's Lincoln Financial Group Experience May 2014 - Present
Job Intern at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2014 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Teamwork, Team Leadership, Outlook, Social Networking, Retail, Inventory Management, Data Entry, Social Media, Facebook, Event Planning
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, MIS minor, Junior
Upper Moreland High School 2007 — 2011
Lincoln Financial Group May 2014 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Teamwork, Team Leadership, Outlook, Social Networking, Retail, Inventory Management, Data Entry, Social Media, Facebook, Event Planning
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, MIS minor, Junior
Upper Moreland High School 2007 — 2011
Stacey Nidositko's Lincoln Financial Group Experience July 2015 - Present
Job Vocational Rehabilitation Counselor at Lincoln Financial Group
Industry Human Resources
Experience
Lincoln Financial Group July 2015 - Present
Cigna July 2012 - July 2015
Department of Assistive & Rehabilitative Services January 2010 - January 2012
Family Staffing August 2008 - January 2012
Skills
Vocational..., Case Managment, Mental Health, Case Management, Rehabilitation..., Resume Writing, Social Services, Community Outreach, Disabilities
Education
University of North Texas
Master of Science (MS), Vocational Rehabilitation Counseling/Counselor
Texas Tech University
Bachelor of Science (BS), Human Development & Family Studies
Lincoln Financial Group July 2015 - Present
Cigna July 2012 - July 2015
Department of Assistive & Rehabilitative Services January 2010 - January 2012
Family Staffing August 2008 - January 2012
Skills
Vocational..., Case Managment, Mental Health, Case Management, Rehabilitation..., Resume Writing, Social Services, Community Outreach, Disabilities
Education
University of North Texas
Master of Science (MS), Vocational Rehabilitation Counseling/Counselor
Texas Tech University
Bachelor of Science (BS), Human Development & Family Studies
Jordan Keith's Lincoln Financial Group Experience August 2013 - Present
Job Software Engineer at Lincoln Financial Group
Industry Transportation/Trucking/Railroad
Experience
Lincoln Financial Group August 2013 - Present
Noregon Systems August 2012 - August 2013
Amazon.com August 2010 - August 2012
CreateSpace, An Amazon Company 2010 - August 2012
Raytheon January 2007 - August 2010
Skills
Scalability, Distributed Systems, S3, Amazon Web Services..., REST, JavaScript, Java, Git, Amazon S3, Eclipse, Linux, jQuery, Object Oriented Design, Scrum, CSS, HTML, Oracle, AJAX, Microsoft SQL Server, C#, MVC, SQL, Software Development, Programming, Software Design, Spring, Software Engineering
Education
Texas A&M University 2002 — 2006
Bachelor of Science (BS), Computer Science
Lincoln Financial Group August 2013 - Present
Noregon Systems August 2012 - August 2013
Amazon.com August 2010 - August 2012
CreateSpace, An Amazon Company 2010 - August 2012
Raytheon January 2007 - August 2010
Skills
Scalability, Distributed Systems, S3, Amazon Web Services..., REST, JavaScript, Java, Git, Amazon S3, Eclipse, Linux, jQuery, Object Oriented Design, Scrum, CSS, HTML, Oracle, AJAX, Microsoft SQL Server, C#, MVC, SQL, Software Development, Programming, Software Design, Spring, Software Engineering
Education
Texas A&M University 2002 — 2006
Bachelor of Science (BS), Computer Science
Rebekah O'Sullivan's Lincoln Financial Group Experience August 2014 - Present
Job National Account Manager at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2014 - Present
Lincoln Financial Group September 2002 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Strategic Planning, Negotiation
Education
Texas A&M University 1998 — 2002
Bachelor of Arts (B.A.), English/Speech Communications
Lincoln Financial Group August 2014 - Present
Lincoln Financial Group September 2002 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Strategic Planning, Negotiation
Education
Texas A&M University 1998 — 2002
Bachelor of Arts (B.A.), English/Speech Communications
Ofie Daniels's Lincoln Financial Group Experience October 1995 - Present
Job IT Purchasing at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 1995 - Present
Education
Texas A&M University 1972 — 1976
Accounting and Business/Management
Lincoln Financial Group October 1995 - Present
Education
Texas A&M University 1972 — 1976
Accounting and Business/Management
Kathy Du's Lincoln Financial Group Experience December 2014 - September 2015
Job Valuation Associate at Deloitte
Industry Financial Services
Experience
Lincoln Financial Group December 2014 - September 2015
Foxcode, Inc June 2014 - August 2014
Wanlian Securities June 2011 - August 2011
Skills
R, Matlab, Microsoft Office, Minitab, Maple, Bloomberg Terminal, Analysis, Finance, Management, Valuation
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Science (MS)
University of Wisconsin-Madison - School of Business 2010 — 2012
Bachelor of Business Administration (BBA)
University of Wisconsin-Eau Claire 2008 — 2010
General Study
Lincoln Financial Group December 2014 - September 2015
Foxcode, Inc June 2014 - August 2014
Wanlian Securities June 2011 - August 2011
Skills
R, Matlab, Microsoft Office, Minitab, Maple, Bloomberg Terminal, Analysis, Finance, Management, Valuation
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Science (MS)
University of Wisconsin-Madison - School of Business 2010 — 2012
Bachelor of Business Administration (BBA)
University of Wisconsin-Eau Claire 2008 — 2010
General Study
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO