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
Elizabeth Yellin Elizabeth Yellin's Lincoln Financial Group Experience July 2014 - Present
Job Marketing Associate, Retirement Plan Services, Leadership Preparation Program at Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Group July 2014 - Present
Lincoln Financial Group June 2013 - August 2013
Lincoln Financial Group July 2012 - August 2012
University of Pennsylvania Social Psychology Lab June 2012 - August 2012
Monmouth Gymnastics Academy January 2007 - August 2012
Specialty Flooring Systems June 2011 - June 2011
Skills
Marketing, Research, Project Management, Social Media
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Psychology (Major); Linguistics (Minor), Dean's List
The University of Edinburgh 2012 — 2012
Psychology
Princeton Day School 2006 — 2010
Lincoln Financial Group July 2014 - Present
Lincoln Financial Group June 2013 - August 2013
Lincoln Financial Group July 2012 - August 2012
University of Pennsylvania Social Psychology Lab June 2012 - August 2012
Monmouth Gymnastics Academy January 2007 - August 2012
Specialty Flooring Systems June 2011 - June 2011
Skills
Marketing, Research, Project Management, Social Media
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Psychology (Major); Linguistics (Minor), Dean's List
The University of Edinburgh 2012 — 2012
Psychology
Princeton Day School 2006 — 2010
Bryan Adams CPC, QPA, QKA Bryan Adams CPC, QPA, QKA's Lincoln Financial Group Experience September 2012 - Present
Job Consultant, Relationship Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2012 - Present
DailyAccess Corporation October 2011 - September 2012
DailyAccess Corporation January 2008 - October 2011
Skills
Retirement Plan..., Qualified Retirement..., ERISA, Compliance, Plan Design, Profit Sharing, Defined Contribution, 401k, Pension Administration, Retirement, Relationship Management, Fiduciary Services, Variable Annuities, Microsoft Excel, Financial Services, Mutual Funds, Pensions, Retirement Planning
Education
University of Southern Mississippi 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Lincoln Financial Group September 2012 - Present
DailyAccess Corporation October 2011 - September 2012
DailyAccess Corporation January 2008 - October 2011
Skills
Retirement Plan..., Qualified Retirement..., ERISA, Compliance, Plan Design, Profit Sharing, Defined Contribution, 401k, Pension Administration, Retirement, Relationship Management, Fiduciary Services, Variable Annuities, Microsoft Excel, Financial Services, Mutual Funds, Pensions, Retirement Planning
Education
University of Southern Mississippi 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Daniel Ryan Duggar Daniel Ryan Duggar's Lincoln Financial Group Experience April 2012 - Present
Job Senior Insurance, Disability, Benefits
Industry Insurance
Experience
Lincoln Financial Group April 2012 - Present
White Rose Studios January 2005 - December 2012
The Hartford 2010 - 2012
Skills
Photography, Adobe Creative Suite, Insurance, General Insurance, Claims Management, Disability Insurance, Photoshop, Microsoft Office, Microsoft excel, Web Design, Advertising, Graphic Design, Claims Handling, Social Media, Social Media Marketing, Creative Direction, Marketing, WordPress, Marketing Communications, Customer Service, Online Marketing, Teaching, Travel, Microsoft Excel, Sales
Education
The University of Georgia 1999 — 2003
Bachelor's degree, Anthropology - Archaeology
Lincoln Financial Group April 2012 - Present
White Rose Studios January 2005 - December 2012
The Hartford 2010 - 2012
Skills
Photography, Adobe Creative Suite, Insurance, General Insurance, Claims Management, Disability Insurance, Photoshop, Microsoft Office, Microsoft excel, Web Design, Advertising, Graphic Design, Claims Handling, Social Media, Social Media Marketing, Creative Direction, Marketing, WordPress, Marketing Communications, Customer Service, Online Marketing, Teaching, Travel, Microsoft Excel, Sales
Education
The University of Georgia 1999 — 2003
Bachelor's degree, Anthropology - Archaeology
Andrew Hackett Andrew Hackett's Lincoln Financial Group Experience May 2015 - Present
Job Intern at Lincoln Financial Group
Industry Banking
Experience
Lincoln Financial Group May 2015 - Present
HOMAGE August 2012 - Present
Huntington National Bank May 2014 - August 2014
Keener Wealth Management May 2013 - August 2013
Skills
Leadership, Customer Service, Retail, Microsoft Word, Merchandising, PowerPoint, Social Media Marketing, Marketing
Education
The Ohio State University Fisher College of Business 2014 — 2016
Finance
The Ohio State University 2013 — 2016
Finance
New Albany High School 2008 — 2012
Lincoln Financial Group May 2015 - Present
HOMAGE August 2012 - Present
Huntington National Bank May 2014 - August 2014
Keener Wealth Management May 2013 - August 2013
Skills
Leadership, Customer Service, Retail, Microsoft Word, Merchandising, PowerPoint, Social Media Marketing, Marketing
Education
The Ohio State University Fisher College of Business 2014 — 2016
Finance
The Ohio State University 2013 — 2016
Finance
New Albany High School 2008 — 2012
Christopher Delello, CEBS Christopher Delello, CEBS's Lincoln Financial Group Experience January 2002 - August 2004
Job Director, Benefits, Compensation & HRIS at Columbus McKinnon
Industry Machinery
Experience
Columbus McKinnon November 2013 - Present
Hartford Hospital August 2012 - August 2013
Compensation and Benefits Consulting August 2011 - August 2012
The Yankee Candle Company, Inc. December 2006 - July 2011
The Yankee Candle Company, Inc. January 2005 - December 2007
The Yankee Candle Company, Inc. January 2006 - December 2006
The Yankee Candle Company, Inc. August 2004 - December 2005
Lincoln Financial Group January 2002 - August 2004
Lincoln Financial Group January 2001 - December 2001
Lincoln Financial Group April 1998 - December 2000
Skills
Total Rewards Strategy, Benefit Design, Benefits Administration, Compensation Strategy, Executive Pay, Sales Incentives, Variable Pay, Retirement Plan Design, Health and Welfare..., Board Presentations, Business Transformation, Executive Coaching, Change Management, Organizational Design, Talent Management, Workforce Planning, Mergers & Acquisitions, Employee Relations, Employee Communications, Employee Engagement, Health & Wellness, Occupational Safety &..., HR Service Delivery, Outsourced HR Services, HRIS Database Management, Team Building, Talent Acquisition, HR Financials, Human Resources, Compensation & Benefit, Organizational..., Leadership Development, HR Consulting, Building Relationships, Compensation & Benefits
Education
The University of Connecticut School of Business 1998 — 2003
Master of Business Administration (MBA), HR/Finance
LeMoyne College, Syracuse, NY 1979 — 1983
Bachelor of Science (B.S.), Industrial and Labor Relations
notre dame high school
notre dame high school
Columbus McKinnon November 2013 - Present
Hartford Hospital August 2012 - August 2013
Compensation and Benefits Consulting August 2011 - August 2012
The Yankee Candle Company, Inc. December 2006 - July 2011
The Yankee Candle Company, Inc. January 2005 - December 2007
The Yankee Candle Company, Inc. January 2006 - December 2006
The Yankee Candle Company, Inc. August 2004 - December 2005
Lincoln Financial Group January 2002 - August 2004
Lincoln Financial Group January 2001 - December 2001
Lincoln Financial Group April 1998 - December 2000
Skills
Total Rewards Strategy, Benefit Design, Benefits Administration, Compensation Strategy, Executive Pay, Sales Incentives, Variable Pay, Retirement Plan Design, Health and Welfare..., Board Presentations, Business Transformation, Executive Coaching, Change Management, Organizational Design, Talent Management, Workforce Planning, Mergers & Acquisitions, Employee Relations, Employee Communications, Employee Engagement, Health & Wellness, Occupational Safety &..., HR Service Delivery, Outsourced HR Services, HRIS Database Management, Team Building, Talent Acquisition, HR Financials, Human Resources, Compensation & Benefit, Organizational..., Leadership Development, HR Consulting, Building Relationships, Compensation & Benefits
Education
The University of Connecticut School of Business 1998 — 2003
Master of Business Administration (MBA), HR/Finance
LeMoyne College, Syracuse, NY 1979 — 1983
Bachelor of Science (B.S.), Industrial and Labor Relations
notre dame high school
notre dame high school
Renata Sadetsky Renata Sadetsky's Lincoln Financial Group Experience June 2014 - Present
Job Administrative Assistant at Lincoln Financial Group
Industry Legal Services
Experience
Lincoln Financial Group June 2014 - Present
Swartz Campbell October 2013 - June 2014
Thomason, Hendrix, PLLC July 2003 - August 2013
Cafe Samovar September 1991 - July 2004
Skills
Legal Assistance, Litigation, Westlaw, Civil Litigation, Pleadings, Litigation Support, Courts, Document Review, Commercial Litigation, Corporate Law, Legal Documents, Intellectual Property, Trials, Legal Issues, Family Law, Document Drafting, Appeals, Personal Injury, Medical Malpractice
Education
The University of Memphis 1991 — 1995
Bar Ilan University - Israel 1988 — 1990
Business
Margolin Hebrew Academy 1984 — 1988
High School
Lincoln Financial Group June 2014 - Present
Swartz Campbell October 2013 - June 2014
Thomason, Hendrix, PLLC July 2003 - August 2013
Cafe Samovar September 1991 - July 2004
Skills
Legal Assistance, Litigation, Westlaw, Civil Litigation, Pleadings, Litigation Support, Courts, Document Review, Commercial Litigation, Corporate Law, Legal Documents, Intellectual Property, Trials, Legal Issues, Family Law, Document Drafting, Appeals, Personal Injury, Medical Malpractice
Education
The University of Memphis 1991 — 1995
Bar Ilan University - Israel 1988 — 1990
Business
Margolin Hebrew Academy 1984 — 1988
High School
Scott Hippler's Lincoln Financial Group Experience April 2013 - Present
Job CoOwner at Power Blast Events
Industry Insurance
Experience
Power Blast Events August 2014 - Present
Lincoln Financial Group April 2013 - Present
Foundation Enrollment Services March 2010 - Present
Buckeye Painting, Llc September 1997 - Present
Additional experience: January 1991 - September 1997
Skills
Benefit Communication, Small Group..., Large Groups, Sales Management, Sales Operations, Sales Presentations, International Sales, Blueprint Reading, Renovation, Flat Roofing, Roof Coatings, Building Materials, Team Building, Management Consulting, Therapeutic Listening, Idea Person, Ideas Development, Disability Insurance, Small Business, Accident, Brokers, Health Insurance, Cafeteria Plans, Term Life Insurance
Education
The Ohio State University
Psychology
Trinity Theological Seminary
Associate of Pastoral Ministries, Counseling
Power Blast Events August 2014 - Present
Lincoln Financial Group April 2013 - Present
Foundation Enrollment Services March 2010 - Present
Buckeye Painting, Llc September 1997 - Present
Additional experience: January 1991 - September 1997
Skills
Benefit Communication, Small Group..., Large Groups, Sales Management, Sales Operations, Sales Presentations, International Sales, Blueprint Reading, Renovation, Flat Roofing, Roof Coatings, Building Materials, Team Building, Management Consulting, Therapeutic Listening, Idea Person, Ideas Development, Disability Insurance, Small Business, Accident, Brokers, Health Insurance, Cafeteria Plans, Term Life Insurance
Education
The Ohio State University
Psychology
Trinity Theological Seminary
Associate of Pastoral Ministries, Counseling
Peter Gull Peter Gull's Lincoln Financial Group Experience 1997 - 2003
Job Real Estate
Industry Real Estate
Experience
Vortex Properties LLC January 2012 - Present
Americo Financial Life and Annuity 2007 - 2012
Brooke Corporation 2003 - 2006
Lincoln Financial Group 1997 - 2003
Skills
Procurement, Team Building, Process Improvement, Executive Management, Managerial Finance, Contract Negotiation, Contract Management, IT Expense Reduction, Budetary Discipline, Project Management, Strategy, Operations Management, Management, Change Management, Leadership, Sales, Analysis, Telecommunications, Enterprise Software, Negotiation, Financial Analysis, Integration, Mergers & Acquisitions, Budgets, Strategic Planning, Vendor Management, Risk Management, Business Analysis, Business Process..., Program Management, Cross-functional Team..., IT Strategy, Business Intelligence
Education
The American College 1999 — 2001
MS (Dual Degree Program), Management & Financial Services
UC Riverside
BS, Economics, UCR GPA = A-
Vortex Properties LLC January 2012 - Present
Americo Financial Life and Annuity 2007 - 2012
Brooke Corporation 2003 - 2006
Lincoln Financial Group 1997 - 2003
Skills
Procurement, Team Building, Process Improvement, Executive Management, Managerial Finance, Contract Negotiation, Contract Management, IT Expense Reduction, Budetary Discipline, Project Management, Strategy, Operations Management, Management, Change Management, Leadership, Sales, Analysis, Telecommunications, Enterprise Software, Negotiation, Financial Analysis, Integration, Mergers & Acquisitions, Budgets, Strategic Planning, Vendor Management, Risk Management, Business Analysis, Business Process..., Program Management, Cross-functional Team..., IT Strategy, Business Intelligence
Education
The American College 1999 — 2001
MS (Dual Degree Program), Management & Financial Services
UC Riverside
BS, Economics, UCR GPA = A-
Christopher Crook Christopher Crook's Lincoln Financial Group Experience May 2008 - January 2009
Job Senior Developer at KCIC
Industry Information Technology and Services
Experience
KCIC January 2012 - Present
KCIC August 2009 - January 2012
Yardley Management Solutions, Inc. January 2002 - December 2011
Lincoln Financial Group May 2008 - January 2009
Self Employed 2004 - 2008
ICT Group May 2007 - August 2007
Technology Integration Program - College of William and Mary January 2007 - May 2007
ThinkPublish, Inc. 2005 - 2006
Skills
C#, JavaScript, SQL, T-SQL, jQuery, MVVM, KnockoutJS, jQuery UI, ASP.NET, ASP.NET MVC, WebAPI, RESTful WebServices, .NET, HTML5, CSS, Software Development, Database Design, Databases, SharePoint, VBA, Access, Project Management, Visual Basic, Program Management, Relational Databases, Customer Relations, Troubleshooting, Application Development, Excel, SSMS, MSSQL, Microsoft SQL Server, Java, MVC, Arduino, Soldering, APIs, Data Analysis, Data Modeling, Business Analysis, Web Applications, Consulting, Web Development, Web Services, Amazon Web Services..., Linux, Lambda Expressions, TFS, REST, JSON
Education
The Johns Hopkins University 2012 — 2015
Master of Science (MS) Degree Candidate - Part-time, Computer Science
The College of William and Mary 2005 — 2009
Bachelor's Degree, Process Management & Consulting, Minor: Computer Science, Cum laude (3.53 / 4.00 cumulative)
KCIC January 2012 - Present
KCIC August 2009 - January 2012
Yardley Management Solutions, Inc. January 2002 - December 2011
Lincoln Financial Group May 2008 - January 2009
Self Employed 2004 - 2008
ICT Group May 2007 - August 2007
Technology Integration Program - College of William and Mary January 2007 - May 2007
ThinkPublish, Inc. 2005 - 2006
Skills
C#, JavaScript, SQL, T-SQL, jQuery, MVVM, KnockoutJS, jQuery UI, ASP.NET, ASP.NET MVC, WebAPI, RESTful WebServices, .NET, HTML5, CSS, Software Development, Database Design, Databases, SharePoint, VBA, Access, Project Management, Visual Basic, Program Management, Relational Databases, Customer Relations, Troubleshooting, Application Development, Excel, SSMS, MSSQL, Microsoft SQL Server, Java, MVC, Arduino, Soldering, APIs, Data Analysis, Data Modeling, Business Analysis, Web Applications, Consulting, Web Development, Web Services, Amazon Web Services..., Linux, Lambda Expressions, TFS, REST, JSON
Education
The Johns Hopkins University 2012 — 2015
Master of Science (MS) Degree Candidate - Part-time, Computer Science
The College of William and Mary 2005 — 2009
Bachelor's Degree, Process Management & Consulting, Minor: Computer Science, Cum laude (3.53 / 4.00 cumulative)
Anjanette Bustillo Anjanette Bustillo's Lincoln Financial Group Experience June 2012 - Present
Job Assistant Director at Storybooks School, Inc.
Industry Education Management
Experience
Storybooks School August 2010 - Present
Lincoln Financial Group June 2012 - Present
Unum June 2010 - Present
Knights Technologies, Inc. October 2005 - August 2010
Enroller / Univers September 2009 - June 2010
HealthMarkets December 2008 - September 2009
MP Sports May 2003 - October 2005
Millennium Pacific Inc June 1998 - October 2005
Office of Congressman Solomon Ortiz June 1997 - May 1998
Skills
Administraion, Management, Preschool, Leadership, Employee Benefits, Insurance, Health Insurance, Budgets, Disability Insurance, Marketing, Life Insurance, Small Business, Staff Development, Long-term Care, Business Planning, Fixed Annuities, Term Life Insurance, Strategic Planning, Administrative..., Permanent Life Insurance
Education
The George Washington University - School of Business 1997 — 1998
Accounting
The George Washington University, Washington D.C 1997 — 1998
BA, Accounting
Incarnate Word Academy 1993 — 1997
Cum Laude HS Diploma
Incarnate Word Academy 1993 — 1997
Storybooks School August 2010 - Present
Lincoln Financial Group June 2012 - Present
Unum June 2010 - Present
Knights Technologies, Inc. October 2005 - August 2010
Enroller / Univers September 2009 - June 2010
HealthMarkets December 2008 - September 2009
MP Sports May 2003 - October 2005
Millennium Pacific Inc June 1998 - October 2005
Office of Congressman Solomon Ortiz June 1997 - May 1998
Skills
Administraion, Management, Preschool, Leadership, Employee Benefits, Insurance, Health Insurance, Budgets, Disability Insurance, Marketing, Life Insurance, Small Business, Staff Development, Long-term Care, Business Planning, Fixed Annuities, Term Life Insurance, Strategic Planning, Administrative..., Permanent Life Insurance
Education
The George Washington University - School of Business 1997 — 1998
Accounting
The George Washington University, Washington D.C 1997 — 1998
BA, Accounting
Incarnate Word Academy 1993 — 1997
Cum Laude HS Diploma
Incarnate Word Academy 1993 — 1997
Andrew Saslow Andrew Saslow's Lincoln Financial Group Experience March 2000 - April 2009
Job Senior Consultant at Majesco Mastek
Industry Insurance
Experience
Majesco Mastek February 2014 - Present
Aurigen Reinsurance Company of America October 2011 - September 2013
ACE Tempest Life Re USA October 2009 - September 2011
Lincoln Financial Group March 2000 - April 2009
Yale University March 1997 - March 2000
SNET July 1995 - July 1996
Connecticut Mutual Life Insurance May 1990 - July 1996
Skills
Insurance, Process Improvement, Reinsurance, Business Analysis, Risk Management, SDLC, Claim, Strategic Planning, Project Management, Program Management, Change Management, Financial Services, Access
Education
Wesleyan University 2006 — 2011
Masters, Liberal Studies
Fellow Life Management Institute 2001 — 2001
ARA, Reinsurance
Fellow Life Management Institute 1993 — 1996
FLMI, Life Insurance
The College of Wooster
BA, Sociology
Majesco Mastek February 2014 - Present
Aurigen Reinsurance Company of America October 2011 - September 2013
ACE Tempest Life Re USA October 2009 - September 2011
Lincoln Financial Group March 2000 - April 2009
Yale University March 1997 - March 2000
SNET July 1995 - July 1996
Connecticut Mutual Life Insurance May 1990 - July 1996
Skills
Insurance, Process Improvement, Reinsurance, Business Analysis, Risk Management, SDLC, Claim, Strategic Planning, Project Management, Program Management, Change Management, Financial Services, Access
Education
Wesleyan University 2006 — 2011
Masters, Liberal Studies
Fellow Life Management Institute 2001 — 2001
ARA, Reinsurance
Fellow Life Management Institute 1993 — 1996
FLMI, Life Insurance
The College of Wooster
BA, Sociology
Joseph Di Lucca's Lincoln Financial Group Experience August 2012 - June 2013
Job Real Estate/Business Analyst at Signet
Industry Retail
Experience
Signet April 2015 - Present
Dallas Airmotive June 2013 - April 2015
Lincoln Financial Group August 2012 - June 2013
Dallas Airmotive May 2012 - August 2012
Skills
Market Research, Market Analysis, Microsoft Excel, Microsoft Word, Financial Reporting, PowerPoint, Process Improvement, Multi Tasking, Financial Planners, Teamwork, Presentations
Education
The University of Dallas 2009 — 2013
Bachelor's Degree, Economics and Finance, 3.6
Signet April 2015 - Present
Dallas Airmotive June 2013 - April 2015
Lincoln Financial Group August 2012 - June 2013
Dallas Airmotive May 2012 - August 2012
Skills
Market Research, Market Analysis, Microsoft Excel, Microsoft Word, Financial Reporting, PowerPoint, Process Improvement, Multi Tasking, Financial Planners, Teamwork, Presentations
Education
The University of Dallas 2009 — 2013
Bachelor's Degree, Economics and Finance, 3.6
Trista Van Tine Trista Van Tine's Lincoln Financial Group Experience August 2005 - August 2008
Job AXA Strategic Ventures Investing in exceptional entrepreneurs
Industry Venture Capital & Private Equity
Experience
AXA Strategic Ventures February 2015 - Present
Freelance May 2011 - Present
AXA US June 2013 - December 2014
AXA US November 2011 - June 2013
USC Marshall School of Business August 2010 - July 2011
Participant Media January 2011 - April 2011
E-Trader Group October 2009 - February 2010
Avalon School of English 2008 - 2009
Lincoln Financial Group August 2005 - August 2008
PRIME Research January 2005 - August 2005
Skills
Event Planning, Branding & Identity, New Media, Strategic Communications, Newsletters, Corporate Communications, Press Releases, Digital Strategy, Content Strategy, Marketing, Internal Communications, Management, Social Media, Leadership, Project Management, Program Management, Leadership Development, Strategic Planning, Nonprofits
Education
London School of Economics and Political Science
MSc, Global Media and Communications
University of Southern California
MA, Global Media and Communications
University of Pennsylvania - The Wharton School
Wharton Program for Working Professionals
University of Michigan
B.A., Communications and Political Science
AXA Strategic Ventures February 2015 - Present
Freelance May 2011 - Present
AXA US June 2013 - December 2014
AXA US November 2011 - June 2013
USC Marshall School of Business August 2010 - July 2011
Participant Media January 2011 - April 2011
E-Trader Group October 2009 - February 2010
Avalon School of English 2008 - 2009
Lincoln Financial Group August 2005 - August 2008
PRIME Research January 2005 - August 2005
Skills
Event Planning, Branding & Identity, New Media, Strategic Communications, Newsletters, Corporate Communications, Press Releases, Digital Strategy, Content Strategy, Marketing, Internal Communications, Management, Social Media, Leadership, Project Management, Program Management, Leadership Development, Strategic Planning, Nonprofits
Education
London School of Economics and Political Science
MSc, Global Media and Communications
University of Southern California
MA, Global Media and Communications
University of Pennsylvania - The Wharton School
Wharton Program for Working Professionals
University of Michigan
B.A., Communications and Political Science
Sara Bullinger Sara Bullinger's Lincoln Financial Group Experience Personal BankerJPMorgan Chase2010 - 2011
Job Individual Annuity Operations Advanced Service at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group Personal BankerJPMorgan Chase2010 - 2011
Wise Living Management 2008 - 2010
Skills
Financial Services, Banking, Mutual Funds, Insurance, Series 63, Call Centers, Process Improvement, Investments, Customer Service, Finance
Education
The Defiance College
Bachelor of Arts (BA), Business Administration and Management, General
Lincoln Financial Group Personal BankerJPMorgan Chase2010 - 2011
Wise Living Management 2008 - 2010
Skills
Financial Services, Banking, Mutual Funds, Insurance, Series 63, Call Centers, Process Improvement, Investments, Customer Service, Finance
Education
The Defiance College
Bachelor of Arts (BA), Business Administration and Management, General
Joanne Scarborough Joanne Scarborough's Lincoln Financial Group Experience March 1991 - 1998
Job Financial Consultant | Financial Advisor | Retirement Planning | Wealth Management | Fee based Planning
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2002 - Present
Great-West Life and Annuity Insurance Company December 1999 - June 2002
Lincoln Financial Group March 1991 - 1998
Lincoln Financial Group May 1988 - March 1991
Lincoln Financial Group June 1980 - April 1988
Education
The American College 1990 — 1994
Chartered Financial Consultant (ChFC)
University of Denver 1983 — 1987
Bachelor of Science Business Administration
Cetera Advisor Networks LLC January 2002 - Present
Great-West Life and Annuity Insurance Company December 1999 - June 2002
Lincoln Financial Group March 1991 - 1998
Lincoln Financial Group May 1988 - March 1991
Lincoln Financial Group June 1980 - April 1988
Education
The American College 1990 — 1994
Chartered Financial Consultant (ChFC)
University of Denver 1983 — 1987
Bachelor of Science Business Administration
Ginger Lackman, PMP Ginger Lackman, PMP's Lincoln Financial Group Experience March 2010 - June 2011
Job Program Manager at FINEOS
Industry Financial Services
Experience
FINEOS July 2011 - Present
Lincoln Financial Group March 2010 - June 2011
Americo Financial Life and Annuity Insurance Company January 2008 - March 2010
Coldwater Creek April 2007 - January 2008
Waddell & Reed June 2006 - April 2007
American Century Investments February 2003 - June 2006
American Century Investments February 1998 - February 2003
Ernst & Young July 1996 - February 1998
Providence Medical Center December 1993 - July 1996
Saint Luke's Health System June 1989 - November 1993
Skills
Microsoft Office, Product Development, Salesforce.com, Software Implementation, Process Engineering, Business Analysis, SDLC, Requirements Analysis, Software Project..., Vendor Management, Project Planning, Project Management, MS Project, Project Delivery, Software Quality..., Consulting, Software Consulting, Coaching, Mentoring Of Staff, Requirements Gathering, Process Improvement, Visio, Integration, Business Process..., Business Intelligence, Project Portfolio..., CRM, Change Management, Program Management, Program Coordination, Strategy, Outsourcing, Management, Risk Management, Resource Management, Leadership, Governance, PMP, Enterprise Software, PMO, IT Strategy, Testing, Agile Project Management, IT Management, Agile Methodologies, Enterprise Architecture, SharePoint, Business Requirements, Waterfall, Microsoft Project
Education
The George Washington University
FINEOS July 2011 - Present
Lincoln Financial Group March 2010 - June 2011
Americo Financial Life and Annuity Insurance Company January 2008 - March 2010
Coldwater Creek April 2007 - January 2008
Waddell & Reed June 2006 - April 2007
American Century Investments February 2003 - June 2006
American Century Investments February 1998 - February 2003
Ernst & Young July 1996 - February 1998
Providence Medical Center December 1993 - July 1996
Saint Luke's Health System June 1989 - November 1993
Skills
Microsoft Office, Product Development, Salesforce.com, Software Implementation, Process Engineering, Business Analysis, SDLC, Requirements Analysis, Software Project..., Vendor Management, Project Planning, Project Management, MS Project, Project Delivery, Software Quality..., Consulting, Software Consulting, Coaching, Mentoring Of Staff, Requirements Gathering, Process Improvement, Visio, Integration, Business Process..., Business Intelligence, Project Portfolio..., CRM, Change Management, Program Management, Program Coordination, Strategy, Outsourcing, Management, Risk Management, Resource Management, Leadership, Governance, PMP, Enterprise Software, PMO, IT Strategy, Testing, Agile Project Management, IT Management, Agile Methodologies, Enterprise Architecture, SharePoint, Business Requirements, Waterfall, Microsoft Project
Education
The George Washington University
Maureen Grady's Lincoln Financial Group Experience January 2015 - August 2015
Job Program Coordinator, Office of Global Business at Max M. Fisher College of Business, The Ohio State University
Industry Insurance
Experience
Fisher College of Business, The Ohio State University August 2015 - Present
Lincoln Financial Group January 2015 - August 2015
City of Dublin Recreation Center June 2014 - December 2014
Columbus Blue Jackets May 2014 - December 2014
The Ohio State University Athletic Ticket Office August 2013 - December 2014
Ohio State University Athletic Department January 2012 - December 2012
Evanston Township High School June 2012 - August 2012
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Event Planning, Microsoft Excel, Social Media, Research, Facebook, Teamwork, Data Analysis, Time Management
Education
The Ohio State University 2010 — 2014
Bachelor of Science in Business (B.S.) and Bachelor of Science in Education, Business Marketing and Sports Industry
Collegiate High School 2008 — 2010
Fisher College of Business, The Ohio State University August 2015 - Present
Lincoln Financial Group January 2015 - August 2015
City of Dublin Recreation Center June 2014 - December 2014
Columbus Blue Jackets May 2014 - December 2014
The Ohio State University Athletic Ticket Office August 2013 - December 2014
Ohio State University Athletic Department January 2012 - December 2012
Evanston Township High School June 2012 - August 2012
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Event Planning, Microsoft Excel, Social Media, Research, Facebook, Teamwork, Data Analysis, Time Management
Education
The Ohio State University 2010 — 2014
Bachelor of Science in Business (B.S.) and Bachelor of Science in Education, Business Marketing and Sports Industry
Collegiate High School 2008 — 2010
Jessica Thompson Jessica Thompson's Lincoln Financial Group Experience July 2012 - September 2013
Job Financial Consultant
Industry Financial Services
Experience
The Aden Group November 2014 - Present
Professional Tax Solutions, LLC June 2014 - Present
AXA Advisors October 2013 - Present
Lincoln Financial Group July 2012 - September 2013
Gaming Management Group July 2011 - July 2012
Ness Tax and Bookkeeping Service January 2012 - April 2012
Education
The University of South Dakota 2007 — 2012
Master of Professional Accountancy, Accounting
The University of South Dakota 2007 — 2012
Bachelor's degree, Accounting
The Aden Group November 2014 - Present
Professional Tax Solutions, LLC June 2014 - Present
AXA Advisors October 2013 - Present
Lincoln Financial Group July 2012 - September 2013
Gaming Management Group July 2011 - July 2012
Ness Tax and Bookkeeping Service January 2012 - April 2012
Education
The University of South Dakota 2007 — 2012
Master of Professional Accountancy, Accounting
The University of South Dakota 2007 — 2012
Bachelor's degree, Accounting
Sudermann Emily Sudermann Emily's Lincoln Financial Group Experience December 2013 - August 2014
Job AVP Life/Annuity Claims and Unclaimed Property Operations at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group December 2013 - August 2014
Lincoln Financial Group 2006 - December 2013
Jefferson Pilot Life Insurance Co 2000 - 2006
Jefferson Pilot Life Insurance Co 1997 - 2000
Skills
Securities, Corporate Law, Litigation, Litigation Management, Securities Regulation, Commercial Litigation, Arbitration, Mediation, Civil Litigation, Legal Research, Insurance, Insurance Law, Class Actions, Risk Management, FINRA
Education
The Catholic University of America, Columbus School of Law 1993 — 1996
JD, Law
Davidson College 1986 — 1990
BA, Political Science
Lincoln Financial Group December 2013 - August 2014
Lincoln Financial Group 2006 - December 2013
Jefferson Pilot Life Insurance Co 2000 - 2006
Jefferson Pilot Life Insurance Co 1997 - 2000
Skills
Securities, Corporate Law, Litigation, Litigation Management, Securities Regulation, Commercial Litigation, Arbitration, Mediation, Civil Litigation, Legal Research, Insurance, Insurance Law, Class Actions, Risk Management, FINRA
Education
The Catholic University of America, Columbus School of Law 1993 — 1996
JD, Law
Davidson College 1986 — 1990
BA, Political Science
Jeffrey Lyons Jeffrey Lyons's Lincoln Financial Group Experience January 2006 - Present
Job Managing Partner at Ballantyne Capital Management
Industry Financial Services
Experience
Ballantyne Capital Management January 2011 - Present
Lincoln Financial Group January 2006 - Present
Skills
Financial Planning,..., Retirement Planning, Fixed Annuities, Retirement, Insurance, Investments, Life Insurance, Strategic Financial..., Disability Insurance, Long-term Care, Financial Planners, Estate Planning, Wealth, Mutual Funds, IRAs, Sales, Financial Analysis, Series 6, 401k, Series 7, Term Life Insurance, Wealth Management, Series 63, Long Term Care Insurance, Financial Advisory, Financial Services, FINRA, Securities, Critical Illness, Asset Allocation, Employee Benefits, Alternative Investments, Health Insurance, Retirement Plan..., Variable Annuities, Asset Management, Qualified Retirement..., Portfolio Management, Underwriting, Small Business, Whole Life, Pensions, Universal Life, Business Planning, Relationship Management, Mortgage Lending, Brokers, Accident, Risk Management, Finance
Education
The American College 1980 — 1984
CLU LUTCF, Insurance Financial planning Retirement
Washington and Jefferson College 1967 — 1971
BS, Business
Ballantyne Capital Management January 2011 - Present
Lincoln Financial Group January 2006 - Present
Skills
Financial Planning,..., Retirement Planning, Fixed Annuities, Retirement, Insurance, Investments, Life Insurance, Strategic Financial..., Disability Insurance, Long-term Care, Financial Planners, Estate Planning, Wealth, Mutual Funds, IRAs, Sales, Financial Analysis, Series 6, 401k, Series 7, Term Life Insurance, Wealth Management, Series 63, Long Term Care Insurance, Financial Advisory, Financial Services, FINRA, Securities, Critical Illness, Asset Allocation, Employee Benefits, Alternative Investments, Health Insurance, Retirement Plan..., Variable Annuities, Asset Management, Qualified Retirement..., Portfolio Management, Underwriting, Small Business, Whole Life, Pensions, Universal Life, Business Planning, Relationship Management, Mortgage Lending, Brokers, Accident, Risk Management, Finance
Education
The American College 1980 — 1984
CLU LUTCF, Insurance Financial planning Retirement
Washington and Jefferson College 1967 — 1971
BS, Business
Raissa Levsky Raissa Levsky's Lincoln Financial Group Experience May 2012 - May 2014
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS May 2014 - Present
Lincoln Financial Group May 2012 - May 2014
Northwestern Mutual June 2013 - September 2013
Northwestern Mutual June 2011 - August 2011
Education
The University of Connecticut 2011 — 2013
Bachelor of Arts (B.A.)
University of Kansas 2009 — 2011
Glastonbury High School 2005 — 2009
UBS May 2014 - Present
Lincoln Financial Group May 2012 - May 2014
Northwestern Mutual June 2013 - September 2013
Northwestern Mutual June 2011 - August 2011
Education
The University of Connecticut 2011 — 2013
Bachelor of Arts (B.A.)
University of Kansas 2009 — 2011
Glastonbury High School 2005 — 2009
Jack Cook Jack Cook's Lincoln Financial Group Experience January 2003 - March 2006
Job Sales Consultant at DMEautomotive
Industry Marketing and Advertising
Experience
DMEautomotive March 2014 - Present
Revelle Designed, Inc. August 2011 - Present
The Academy - St. Johns County Charter School February 2013 - June 2013
Cisco May 2010 - September 2011
Revelle Designed, Inc. September 2009 - July 2010
GWANDA, LLC October 2008 - August 2009
Cisco Systems September 2007 - October 2008
Reed Construction Data March 2006 - September 2007
Lincoln Financial Group January 2003 - March 2006
Skills
Solution Selling, Salesforce.com, Unified Communications, Direct Sales, Enterprise Software, Managed Services, B2B, Cisco Technologies, Cold Calling, SaaS, Sales Management, Channel Partners, New Business Development, Virtualization, Sales Operations, Sales, Selling, Online Marketing, Marketing, Management
Education
The University of Georgia
BA, English Literature
DMEautomotive March 2014 - Present
Revelle Designed, Inc. August 2011 - Present
The Academy - St. Johns County Charter School February 2013 - June 2013
Cisco May 2010 - September 2011
Revelle Designed, Inc. September 2009 - July 2010
GWANDA, LLC October 2008 - August 2009
Cisco Systems September 2007 - October 2008
Reed Construction Data March 2006 - September 2007
Lincoln Financial Group January 2003 - March 2006
Skills
Solution Selling, Salesforce.com, Unified Communications, Direct Sales, Enterprise Software, Managed Services, B2B, Cisco Technologies, Cold Calling, SaaS, Sales Management, Channel Partners, New Business Development, Virtualization, Sales Operations, Sales, Selling, Online Marketing, Marketing, Management
Education
The University of Georgia
BA, English Literature
Trent Sprague Trent Sprague's Lincoln Financial Group Experience October 2009 - Present
Job Actuarial Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 2009 - Present
Lincoln Financial Group 2003 - October 2009
Lincoln Financial Group 1996 - 2003
G.A. MacDonald Associates 1993 - 1996
Merrill Lynch 1993 - 1993
Marathon Oil Company 1987 - 1993
Skills
Insurance, Finance, Fixed Annuities, Corporate Finance, Employee Benefits, Retirement Planning, Variance Analysis, Valuation, Actuarial Science, Financial Advisory, Tax, Financial Services, Project Planning, Entrepreneurship, Financial Risk, Asset Management, Wealth Management, Banking, Relationship Management, Series 63, Pensions, Access, Analysis
Education
University of Findlay 1988 — 1991
BA, Accounting, Finance
International Business College 1985 — 1986
AA, Accounting
Heritage High School 1981 — 1985
High School Diploma, General Studies
Lincoln Financial Group October 2009 - Present
Lincoln Financial Group 2003 - October 2009
Lincoln Financial Group 1996 - 2003
G.A. MacDonald Associates 1993 - 1996
Merrill Lynch 1993 - 1993
Marathon Oil Company 1987 - 1993
Skills
Insurance, Finance, Fixed Annuities, Corporate Finance, Employee Benefits, Retirement Planning, Variance Analysis, Valuation, Actuarial Science, Financial Advisory, Tax, Financial Services, Project Planning, Entrepreneurship, Financial Risk, Asset Management, Wealth Management, Banking, Relationship Management, Series 63, Pensions, Access, Analysis
Education
University of Findlay 1988 — 1991
BA, Accounting, Finance
International Business College 1985 — 1986
AA, Accounting
Heritage High School 1981 — 1985
High School Diploma, General Studies
Breanna Dennis's Lincoln Financial Group Experience July 2013 - Present
Job IAO Customer Service Representative III
Industry Financial Services
Experience
Lincoln Financial Group July 2013 - Present
Wells Fargo Bank September 2011 - July 2013
Open Arms October 2010 - May 2011
University of Findlay January 2009 - May 2010
Bath & Body Works October 2007 - December 2009
Skills
Non-profits, Microsoft Office, Public Speaking, Fundraising, Event Planning, Social Media, Strategic Planning, Microsoft Excel, Research, Public Relations, PowerPoint, Event Management, Customer Service, Microsoft Word, Project Management, Sales, Management, Banking, Teamwork, Time Management, Financial Services
Education
University of Northwestern Ohio 2013 — 2016
Bachelor's degree, Accounting
University of Findlay 2007 — 2011
Bachelor of Liberal Arts, Criminal Justice Administration
Lincoln Financial Group July 2013 - Present
Wells Fargo Bank September 2011 - July 2013
Open Arms October 2010 - May 2011
University of Findlay January 2009 - May 2010
Bath & Body Works October 2007 - December 2009
Skills
Non-profits, Microsoft Office, Public Speaking, Fundraising, Event Planning, Social Media, Strategic Planning, Microsoft Excel, Research, Public Relations, PowerPoint, Event Management, Customer Service, Microsoft Word, Project Management, Sales, Management, Banking, Teamwork, Time Management, Financial Services
Education
University of Northwestern Ohio 2013 — 2016
Bachelor's degree, Accounting
University of Findlay 2007 — 2011
Bachelor of Liberal Arts, Criminal Justice Administration
Marion B. Schremp, RHU, REBC Marion B. Schremp, RHU, REBC's Lincoln Financial Group Experience 1986 - 1988
Job Business Unit President, at CBIZ
Industry Insurance
Experience
CBIZ August 2011 - Present
Multiple Benefit Services, Inc. 1992 - August 2011
Marsh 1988 - 1990
Lincoln Financial Group 1986 - 1988
Ameriplan HMO 1982 - 1984
Crawford & Company 1977 - 1982
Excellus BCBS 1974 - 1977
Skills
Insurance, Health Insurance, Employee Benefits, Account Management, Analysis, Contract Negotiation, Medicare, Management, Strategy, Claim, Marketing, Critical Illness, Recruiting, Long-term Care, Workers Compensation, Benefits Administration, Managed Care, Disability Insurance, Life Insurance, General Insurance, Health Policy, Health Savings Accounts, Healthcare, COBRA, Claims Management, 401k, Human Resources, Selling, Dentistry, Team Building, Leadership, New Business Development, Strategic Planning, Term Life Insurance, Brokers, Underwriting, Accident, Health Care Reform, Property & Casualty..., Retirement, Fixed Annuities, Sales, Employee Wellness, Small Business, Estate Planning, Commercial Insurance, Executive Management, Finance
Education
The American College 1995 — 1995
Registered Employee Benefits Consultant
National Association of Health Underwriters 1989 — 1992
Registered Health Underwriter, RHU
CBIZ August 2011 - Present
Multiple Benefit Services, Inc. 1992 - August 2011
Marsh 1988 - 1990
Lincoln Financial Group 1986 - 1988
Ameriplan HMO 1982 - 1984
Crawford & Company 1977 - 1982
Excellus BCBS 1974 - 1977
Skills
Insurance, Health Insurance, Employee Benefits, Account Management, Analysis, Contract Negotiation, Medicare, Management, Strategy, Claim, Marketing, Critical Illness, Recruiting, Long-term Care, Workers Compensation, Benefits Administration, Managed Care, Disability Insurance, Life Insurance, General Insurance, Health Policy, Health Savings Accounts, Healthcare, COBRA, Claims Management, 401k, Human Resources, Selling, Dentistry, Team Building, Leadership, New Business Development, Strategic Planning, Term Life Insurance, Brokers, Underwriting, Accident, Health Care Reform, Property & Casualty..., Retirement, Fixed Annuities, Sales, Employee Wellness, Small Business, Estate Planning, Commercial Insurance, Executive Management, Finance
Education
The American College 1995 — 1995
Registered Employee Benefits Consultant
National Association of Health Underwriters 1989 — 1992
Registered Health Underwriter, RHU
Ronnie L. Holmes, Jr., CRPC ® Ronnie L. Holmes, Jr., CRPC ®'s Lincoln Financial Group Experience September 2006 - March 2012
Job President at Elm Financial Partners
Industry Financial Services
Experience
Elm Financial Partners April 2012 - Present
Lincoln Financial Group September 2006 - March 2012
Pacific Life March 2001 - August 2006
Skills
Insurance, Retirement, Training, Fixed Annuities, Marketing Strategy, Small Business, Life Insurance, Retirement Planning, Recruiting, Microsoft Excel, Sales, Banking, Project Management, Management, Marketing, Finance, New Business Development, Team Building, Sales Management, Strategic Planning
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College
CLU
Elm Financial Partners April 2012 - Present
Lincoln Financial Group September 2006 - March 2012
Pacific Life March 2001 - August 2006
Skills
Insurance, Retirement, Training, Fixed Annuities, Marketing Strategy, Small Business, Life Insurance, Retirement Planning, Recruiting, Microsoft Excel, Sales, Banking, Project Management, Management, Marketing, Finance, New Business Development, Team Building, Sales Management, Strategic Planning
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College
CLU
Kendra Andrada's Lincoln Financial Group Experience June 2015 - August 2015
Job Marketing Intern at Lincoln Financial Group
Industry Marketing and Advertising
Experience
UConn One Card Office January 2014 - Present
Glastonbury Parks and Recreation May 2011 - Present
Lincoln Financial Group June 2015 - August 2015
Paradiso Financial and Insurance Services January 2015 - May 2015
Mansfield Community Center September 2013 - December 2013
Skills
Lifeguarding, AED, First Aid, Cpr Certified, Exercise Physiology, Swim Instruction, Facebook, Swimming, Public Speaking, Microsoft Office, Event Planning, First Responder, Water Safety, Red Cross, PowerPoint, Time Management, Teamwork, Social Media, Microsoft Excel, Leadership, Microsoft Word, Customer Service, Social Networking, Marketing
Education
The University of Connecticut School of Business 2013 — 2016
Bachelor’s Degree, Marketing
The University of Connecticut School of Business 2013 — 2016
Marketing
UConn One Card Office January 2014 - Present
Glastonbury Parks and Recreation May 2011 - Present
Lincoln Financial Group June 2015 - August 2015
Paradiso Financial and Insurance Services January 2015 - May 2015
Mansfield Community Center September 2013 - December 2013
Skills
Lifeguarding, AED, First Aid, Cpr Certified, Exercise Physiology, Swim Instruction, Facebook, Swimming, Public Speaking, Microsoft Office, Event Planning, First Responder, Water Safety, Red Cross, PowerPoint, Time Management, Teamwork, Social Media, Microsoft Excel, Leadership, Microsoft Word, Customer Service, Social Networking, Marketing
Education
The University of Connecticut School of Business 2013 — 2016
Bachelor’s Degree, Marketing
The University of Connecticut School of Business 2013 — 2016
Marketing
Jordan Metzger Jordan Metzger's Lincoln Financial Group Experience October 2011 - March 2012
Job CLDP Risk Managment Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2014 - Present
The Ohio State University Wexner Medical Center October 2012 - December 2013
Centric Consulting April 2013 - August 2013
Mulpha Australia June 2012 - July 2012
Lincoln Financial Group October 2011 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor's Degree, Business Administration: Finance Specialization (Risk Management Focus), Minor: Economics
JPMorgan Chase July 2014 - Present
The Ohio State University Wexner Medical Center October 2012 - December 2013
Centric Consulting April 2013 - August 2013
Mulpha Australia June 2012 - July 2012
Lincoln Financial Group October 2011 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor's Degree, Business Administration: Finance Specialization (Risk Management Focus), Minor: Economics
Jill Simons Jill Simons's Lincoln Financial Group Experience April 2014 - Present
Job Occupational Health Nurse at Lincoln Financial Group
Industry Government Administration
Experience
Lincoln Financial Group April 2014 - Present
Advanced Home Care January 2013 - March 2014
City of High Point March 2002 - December 2012
Skills
Nursing, BLS, Cpr Certified, Emergency Management, Patient Safety, Healthcare, Critical Care
Education
The Ohio State University 1982 — 1987
BSN, Registered Nursing/Registered Nurse
Lincoln Financial Group April 2014 - Present
Advanced Home Care January 2013 - March 2014
City of High Point March 2002 - December 2012
Skills
Nursing, BLS, Cpr Certified, Emergency Management, Patient Safety, Healthcare, Critical Care
Education
The Ohio State University 1982 — 1987
BSN, Registered Nursing/Registered Nurse
David Wilkes David Wilkes's Lincoln Financial Group Experience September 2008 - March 2009
Job Senior Associate
Industry Real Estate
Experience
NorthStar Asset Management Group Inc. September 2015 - Present
Ventas, Inc. October 2014 - July 2015
Ventas, Inc. December 2013 - September 2014
UBS Investment Bank July 2011 - December 2013
UBS Investment Bank June 2010 - August 2010
PricewaterhouseCoopers June 2009 - August 2009
Lincoln Financial Group September 2008 - March 2009
Skills
Equities, LBO, Financial Modeling, Investment Banking, Valuation, Bloomberg, Equity Research, Capital Markets, Risk Management, Private Equity, Corporate Finance, Fixed Income, Financial Analysis, Economics, Due Diligence, Hedge Funds, DCF, Capital IQ, Investments, High Yield, Competitive Analysis
Education
The Ohio State University Fisher College of Business 2007 — 2011
BSBA, Finance, Economics
NorthStar Asset Management Group Inc. September 2015 - Present
Ventas, Inc. October 2014 - July 2015
Ventas, Inc. December 2013 - September 2014
UBS Investment Bank July 2011 - December 2013
UBS Investment Bank June 2010 - August 2010
PricewaterhouseCoopers June 2009 - August 2009
Lincoln Financial Group September 2008 - March 2009
Skills
Equities, LBO, Financial Modeling, Investment Banking, Valuation, Bloomberg, Equity Research, Capital Markets, Risk Management, Private Equity, Corporate Finance, Fixed Income, Financial Analysis, Economics, Due Diligence, Hedge Funds, DCF, Capital IQ, Investments, High Yield, Competitive Analysis
Education
The Ohio State University Fisher College of Business 2007 — 2011
BSBA, Finance, Economics
J Daniel Cox's Lincoln Financial Group Experience December 1995 - November 1999
Job President at Cox Financial Group, Inc.
Industry Investment Management
Experience
Cox Financial Group, Inc. November 1999 - Present
Lincoln Financial Group December 1995 - November 1999
Education
The Ohio State University 1981 — 1984
BS, Econ, Agr
Cox Financial Group, Inc. November 1999 - Present
Lincoln Financial Group December 1995 - November 1999
Education
The Ohio State University 1981 — 1984
BS, Econ, Agr
Roger Lopez, CAIA® CRPC® Roger Lopez, CAIA® CRPC®'s Lincoln Financial Group Experience March 2013 - Present
Job Retirement Consultant at Lincoln Financial Group
Industry Investment Management
Experience
Lincoln Financial Group March 2013 - Present
Great-West Life and Annuity Insurance Company 2010 - March 2013
Merrill Lynch January 2009 - December 2009
BlackRock January 2007 - December 2008
Skills
Mutual Funds, Series 7, Series 66, Bonds, 401k, Stocks, Alternative Investments, ETFs, Investments, Commodities, Equities, IRA's, Fixed Income, Defined Benefit, Fund Of Funds, Asset Management, Retirement, Private Equity, Defined Contribution, 457 Plans, 403 b, Qualified Retirement..., Phone Skills, Sales Presentations, Business Development, Asset Managment, Uniform Combined State..., Retirement Planning, Strategic Financial..., IRAs, Financial Services, Insurance, Annuity Sales, Asset Allocation, Series 63, Financial Advisory, Investment Strategies
Education
The College of New Jersey 2002 — 2005
BS, Economics
Lincoln Financial Group March 2013 - Present
Great-West Life and Annuity Insurance Company 2010 - March 2013
Merrill Lynch January 2009 - December 2009
BlackRock January 2007 - December 2008
Skills
Mutual Funds, Series 7, Series 66, Bonds, 401k, Stocks, Alternative Investments, ETFs, Investments, Commodities, Equities, IRA's, Fixed Income, Defined Benefit, Fund Of Funds, Asset Management, Retirement, Private Equity, Defined Contribution, 457 Plans, 403 b, Qualified Retirement..., Phone Skills, Sales Presentations, Business Development, Asset Managment, Uniform Combined State..., Retirement Planning, Strategic Financial..., IRAs, Financial Services, Insurance, Annuity Sales, Asset Allocation, Series 63, Financial Advisory, Investment Strategies
Education
The College of New Jersey 2002 — 2005
BS, Economics
Christopher E. Houck ChFC Christopher E. Houck ChFC's Lincoln Financial Group Experience 1982 - 2015
Job President of C. E. Houck and Asoc.
Industry Insurance
Experience
C. E. Houck and Assoc. January 1978 - Present
Lincoln Financial Group 1982 - 2015
Skills
Life Insurance, Term Life Insurance, Universal Life Insurance, Disability Insurance, Health Insurance, Medicare Supplements, Medicare Advantage, Long Term Care Insurance, Estate Planning, Business Succesion, Business Valuation, Keyman Insurance, Indexed Annuities, Fixed Annuities, Universal Life, Medicare, Financial Planners, IRAs, Retirement, Long-term Care, Retirement Planning, Critical Illness, Financial Planning
Education
The American College 1998 — 2001
Chartered Financial Consultant, Insurance and Risk
University of Pittsburgh 1970 — 1974
Bachelor of Arts (B.A.), Accounting and Finance
C. E. Houck and Assoc. January 1978 - Present
Lincoln Financial Group 1982 - 2015
Skills
Life Insurance, Term Life Insurance, Universal Life Insurance, Disability Insurance, Health Insurance, Medicare Supplements, Medicare Advantage, Long Term Care Insurance, Estate Planning, Business Succesion, Business Valuation, Keyman Insurance, Indexed Annuities, Fixed Annuities, Universal Life, Medicare, Financial Planners, IRAs, Retirement, Long-term Care, Retirement Planning, Critical Illness, Financial Planning
Education
The American College 1998 — 2001
Chartered Financial Consultant, Insurance and Risk
University of Pittsburgh 1970 — 1974
Bachelor of Arts (B.A.), Accounting and Finance
Will Fuller Will Fuller's Lincoln Financial Group Experience October 2012 - Present
Job President, Lincoln Financial Group Distribution at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 2012 - Present
YPO-WPO January 2011 - Present
Lincoln Financial Group January 2009 - Present
Merrill Lynch 1996 - 2008
Education
The Citadel 1989 — 1993
BS, Business and Finance
Walter M. Williams 1985 — 1989
Lincoln Financial Group October 2012 - Present
YPO-WPO January 2011 - Present
Lincoln Financial Group January 2009 - Present
Merrill Lynch 1996 - 2008
Education
The Citadel 1989 — 1993
BS, Business and Finance
Walter M. Williams 1985 — 1989
Christina Bauer-Dobias Christina Bauer-Dobias's Lincoln Financial Group Experience September 2004 - May 2013
Job Account Manager at HANYS Benefit Services
Industry Financial Services
Experience
HANYS October 2014 - Present
Cammack Retirement Group June 2013 - October 2014
Lincoln Financial Group September 2004 - May 2013
Wells Fargo Capital Finance March 2004 - August 2004
Morgan Stanley May 2002 - March 2004
Skills
Retirement Plan..., Employee Benefits, Account Management, Sales Presentations, Employee Relations, Human Resources, Benefits Administration, Business Development, Management, Investment Management, 401k, Retirement, Retirement Planning, Investments, Training, Mutual Funds, Fixed Annuities, IRAs, Finance
Education
The University of New Mexico 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
HANYS October 2014 - Present
Cammack Retirement Group June 2013 - October 2014
Lincoln Financial Group September 2004 - May 2013
Wells Fargo Capital Finance March 2004 - August 2004
Morgan Stanley May 2002 - March 2004
Skills
Retirement Plan..., Employee Benefits, Account Management, Sales Presentations, Employee Relations, Human Resources, Benefits Administration, Business Development, Management, Investment Management, 401k, Retirement, Retirement Planning, Investments, Training, Mutual Funds, Fixed Annuities, IRAs, Finance
Education
The University of New Mexico 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Matthew Costanzo Matthew Costanzo's Lincoln Financial Group Experience May 2007 - August 2007
Job Investor Development Manager at The Standard
Industry Real Estate
Experience
The Standard January 2015 - Present
The Standard August 2013 - December 2014
Donahue Development LLC December 2010 - July 2013
AKT LLP May 2008 - August 2008
Lincoln Financial Group May 2007 - August 2007
Prudential Financial May 2003 - August 2003
Skills
Analysis, Marketing, Investments, Accounting, Organization, Finance, Sales, Insurance, Financial Modeling, Management, Leadership, Portfolio Management, Customer Service, Financial Analysis
Education
Willamette University - Atkinson Graduate School of Management 2005 — 2009
MBA, Business Management
Willamette University College of Law 2005 — 2009
J.D., Law
The Master's College 2001 — 2005
B.S., Business Management
The Standard January 2015 - Present
The Standard August 2013 - December 2014
Donahue Development LLC December 2010 - July 2013
AKT LLP May 2008 - August 2008
Lincoln Financial Group May 2007 - August 2007
Prudential Financial May 2003 - August 2003
Skills
Analysis, Marketing, Investments, Accounting, Organization, Finance, Sales, Insurance, Financial Modeling, Management, Leadership, Portfolio Management, Customer Service, Financial Analysis
Education
Willamette University - Atkinson Graduate School of Management 2005 — 2009
MBA, Business Management
Willamette University College of Law 2005 — 2009
J.D., Law
The Master's College 2001 — 2005
B.S., Business Management
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
Matthew Layton's Lincoln Financial Group Experience June 2014 - Present
Job Actuarial Analyst I at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group June 2013 - August 2013
NAVAIR June 2011 - January 2013
Skills
Microsoft Excel, Microsoft Word, Pivot Tables, Risk Management, Research, Minitab, VBA, Actuarial Science
Education
The College of New Jersey 2010 — 2014
Bachelor's Degree, Applied Mathematics
Manchester Township High School 2006 — 2010
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group June 2013 - August 2013
NAVAIR June 2011 - January 2013
Skills
Microsoft Excel, Microsoft Word, Pivot Tables, Risk Management, Research, Minitab, VBA, Actuarial Science
Education
The College of New Jersey 2010 — 2014
Bachelor's Degree, Applied Mathematics
Manchester Township High School 2006 — 2010
Sajod Moradi, CFA Sajod Moradi, CFA's Lincoln Financial Group Experience August 2005 - August 2006
Job Vice President, Fixed Income Research at Delaware Investments
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group August 2007 - Present
Delaware Investments, a member of the Macquarie Group September 2006 - August 2007
Lincoln Financial Group August 2005 - August 2006
Aon January 2005 - July 2005
Skills
Finance, Fixed Income, Investments, Mutual Funds, Hedge Funds, Financial Analysis
Education
The Johns Hopkins University 2000 — 2004
BS, Applied Mathematics; BA, Economics
Delaware Investments, a member of the Macquarie Group August 2007 - Present
Delaware Investments, a member of the Macquarie Group September 2006 - August 2007
Lincoln Financial Group August 2005 - August 2006
Aon January 2005 - July 2005
Skills
Finance, Fixed Income, Investments, Mutual Funds, Hedge Funds, Financial Analysis
Education
The Johns Hopkins University 2000 — 2004
BS, Applied Mathematics; BA, Economics
Terry Andol Terry Andol's Lincoln Financial Group Experience September 2010 - March 2011
Job Sr. Business Analyst at Novant Health
Industry
Experience
Novant Health December 2013 - Present
United Guaranty Corporation September 2013 - December 2013
Advance Auto Parts September 2011 - August 2013
United Guaranty Corporation March 2011 - September 2011
Lincoln Financial Group September 2010 - March 2011
Channel Matter May 2010 - September 2010
Mississippi Development Authority November 2007 - November 2009
Skills
Microsoft SQL Server
Education
University of Southern Mississippi
Bachelor, Computer Science
Novant Health December 2013 - Present
United Guaranty Corporation September 2013 - December 2013
Advance Auto Parts September 2011 - August 2013
United Guaranty Corporation March 2011 - September 2011
Lincoln Financial Group September 2010 - March 2011
Channel Matter May 2010 - September 2010
Mississippi Development Authority November 2007 - November 2009
Skills
Microsoft SQL Server
Education
University of Southern Mississippi
Bachelor, Computer Science
Christa M. Coates Christa M. Coates's Lincoln Financial Group Experience March 2005 - December 2009
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors August 2013 - Present
MetLife December 2009 - April 2013
Lincoln Financial Group March 2005 - December 2009
Education
The Sage Colleges - Russell Sage College 1986 — 1989
BS, Arts Management
Lincoln Financial Advisors August 2013 - Present
MetLife December 2009 - April 2013
Lincoln Financial Group March 2005 - December 2009
Education
The Sage Colleges - Russell Sage College 1986 — 1989
BS, Arts Management
Diane Hebenstreit, MBA Diane Hebenstreit, MBA's Lincoln Financial Group Experience October 2005 - June 2006
Job Senior Business Systems Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial April 2013 - Present
State of Connecticut Department of Mental Health and Substance Abuse January 2010 - October 2012
Sungard Consulting Services July 2006 - August 2008
Lincoln Financial Group October 2005 - June 2006
UnitedHealth Group August 2005 - November 2005
Lincoln Financial Group October 2003 - August 2005
CIGNA Healthcare July 1999 - June 2003
Aetna September 1998 - June 1999
Travelers Insurance October 1997 - August 1998
Phoenix Life Insurance Company June 1996 - September 1997
Skills
SDLC, SQL, Data Warehousing, Visio, Databases, Business Process, Business Intelligence, Testing, Access, Analysis, Quality Assurance, MS Project, Program Management, Project Management, Microsoft SQL Server, Microsoft Project
Education
The University of Connecticut School of Business
MBA, Business, Accounting Concentration
Sun Life Financial April 2013 - Present
State of Connecticut Department of Mental Health and Substance Abuse January 2010 - October 2012
Sungard Consulting Services July 2006 - August 2008
Lincoln Financial Group October 2005 - June 2006
UnitedHealth Group August 2005 - November 2005
Lincoln Financial Group October 2003 - August 2005
CIGNA Healthcare July 1999 - June 2003
Aetna September 1998 - June 1999
Travelers Insurance October 1997 - August 1998
Phoenix Life Insurance Company June 1996 - September 1997
Skills
SDLC, SQL, Data Warehousing, Visio, Databases, Business Process, Business Intelligence, Testing, Access, Analysis, Quality Assurance, MS Project, Program Management, Project Management, Microsoft SQL Server, Microsoft Project
Education
The University of Connecticut School of Business
MBA, Business, Accounting Concentration
Frank Urso Frank Urso's Lincoln Financial Group Experience 1998 - 2003
Job Regional Life Planning Specialist at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln 2010 - Present
Lincoln Financial Distributors January 2006 - December 2009
Lincoln Financial Distributors 1998 - 2004
Lincoln Financial Group 1998 - 2003
Skills
Insurance,, Fixed Annuities, Variable Annuities, Life Insurance, Mutual Funds, Financial Planning, Wealth Preservation, Wealth Transfer, Business Planning, Series 63, Series 6, series 26, series 22
Education
The American College 1991 — 1995
Master of Science in Financial Services, Taxes/Estate Planning and Financial Services Management
Lincoln 2010 - Present
Lincoln Financial Distributors January 2006 - December 2009
Lincoln Financial Distributors 1998 - 2004
Lincoln Financial Group 1998 - 2003
Skills
Insurance,, Fixed Annuities, Variable Annuities, Life Insurance, Mutual Funds, Financial Planning, Wealth Preservation, Wealth Transfer, Business Planning, Series 63, Series 6, series 26, series 22
Education
The American College 1991 — 1995
Master of Science in Financial Services, Taxes/Estate Planning and Financial Services Management
Alexandria Kabwatha's Lincoln Financial Group Experience July 2014 - Present
Job Associate LTD Benefits Specialist at Lincoln Financial Group
Industry Law Enforcement
Experience
Lincoln Financial Group July 2014 - Present
DeKalb County State Court January 2014 - Present
Fulton County Schools November 2011 - Present
Skills
Leadership, Intercultural..., Analytical Skills, Problem Solving, Microsoft Office, Research, Community Outreach, Microsoft Excel, Microsoft Word, Data Analysis, Teaching, Customer Service, Event Planning, Outlook, PowerPoint, Public Speaking
Education
The University of Georgia
Bachelor's degree, Sociology and Bachelor's degree, Criminal Justice
Lincoln Financial Group July 2014 - Present
DeKalb County State Court January 2014 - Present
Fulton County Schools November 2011 - Present
Skills
Leadership, Intercultural..., Analytical Skills, Problem Solving, Microsoft Office, Research, Community Outreach, Microsoft Excel, Microsoft Word, Data Analysis, Teaching, Customer Service, Event Planning, Outlook, PowerPoint, Public Speaking
Education
The University of Georgia
Bachelor's degree, Sociology and Bachelor's degree, Criminal Justice
Mark Pelehach Mark Pelehach's Lincoln Financial Group Experience September 2014 - Present
Job Experienced Business Analyst and Marketing Professional Focused on Website Administration and User Experience
Industry Marketing and Advertising
Experience
Lincoln Financial Group September 2014 - Present
PHH Mortgage 2005 - September 2014
PHH Mortgage 2002 - 2005
Interbiz 1999 - 2002
Skills
QuarkXPress, Adobe Acrobat, Direct Marketing, Illustrator, Photoshop, InDesign, Filemaker Pro, FusionPro, Visio, Variable Data Printing, Advertising, Creative Direction, Brochures, Integrated Marketing, Digital Marketing, User Experience, FileMaker, Graphic Design, Online Marketing, Marketing, Management, Email Marketing
Education
The College of New Jersey 1994 — 1998
Bachelor of Fine Arts (BFA), Graphic Design
Rutherford High School 1990 — 1994
Lincoln Financial Group September 2014 - Present
PHH Mortgage 2005 - September 2014
PHH Mortgage 2002 - 2005
Interbiz 1999 - 2002
Skills
QuarkXPress, Adobe Acrobat, Direct Marketing, Illustrator, Photoshop, InDesign, Filemaker Pro, FusionPro, Visio, Variable Data Printing, Advertising, Creative Direction, Brochures, Integrated Marketing, Digital Marketing, User Experience, FileMaker, Graphic Design, Online Marketing, Marketing, Management, Email Marketing
Education
The College of New Jersey 1994 — 1998
Bachelor of Fine Arts (BFA), Graphic Design
Rutherford High School 1990 — 1994
John Flanery John Flanery's Lincoln Financial Group Experience 1998 - 2003
Job Sr. Consultant, Corporate Finance
Industry Executive Office
Experience
Global Manufacturer October 2014 - Present
Cox Communications October 2007 - September 2014
Bluewater Management 2006 - 2008
Intervest Group 2003 - 2004
Lincoln Financial Group 1998 - 2003
Skills
Strategic Financial..., Corporate Finance, Valuation, Forecasting, Financial Modeling, Financial Analysis, Financial Reporting, Investments, Portfolio Management, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Business Strategy, Budgets, Process Improvement, Business Development, Strategy, Budgeting, Management, Due Diligence
Education
The University of Chicago Booth School of Business 2005 — 2006
MBA, Finance & Economics
The Ohio State University 1995 — 1999
BS, Financial Management
Global Manufacturer October 2014 - Present
Cox Communications October 2007 - September 2014
Bluewater Management 2006 - 2008
Intervest Group 2003 - 2004
Lincoln Financial Group 1998 - 2003
Skills
Strategic Financial..., Corporate Finance, Valuation, Forecasting, Financial Modeling, Financial Analysis, Financial Reporting, Investments, Portfolio Management, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Business Strategy, Budgets, Process Improvement, Business Development, Strategy, Budgeting, Management, Due Diligence
Education
The University of Chicago Booth School of Business 2005 — 2006
MBA, Finance & Economics
The Ohio State University 1995 — 1999
BS, Financial Management
Joseph Topolski Joseph Topolski's Lincoln Financial Group Experience October 2007 - April 2012
Job Financial Advisor at MassMutual Financial Group
Industry Financial Services
Experience
Diversified Wealth Solutions January 2015 - Present
MassMutual Financial Group June 2012 - Present
Lincoln Financial Group October 2007 - April 2012
T. Rowe Price November 2004 - October 2007
Provident Bank December 1997 - February 2001
Skills
Insurance, State Insurance License, Retirement Planning
Education
The Community College of Baltimore County 1997 — 2004
Perry Hall High School
Diversified Wealth Solutions January 2015 - Present
MassMutual Financial Group June 2012 - Present
Lincoln Financial Group October 2007 - April 2012
T. Rowe Price November 2004 - October 2007
Provident Bank December 1997 - February 2001
Skills
Insurance, State Insurance License, Retirement Planning
Education
The Community College of Baltimore County 1997 — 2004
Perry Hall High School
Amanda Cobb Amanda Cobb's Lincoln Financial Group Experience April 2014 - July 2014
Job Financial Assistant I at University of Connecticut
Industry Higher Education
Experience
University of Connecticut August 2014 - Present
Lincoln Financial Group April 2014 - July 2014
Trolley Pub on Main March 2012 - July 2014
South Windsor Chamber of Commerce September 2013 - December 2013
UConn Student Union August 2011 - May 2013
Stew Leonard's March 2007 - August 2012
Skills
Microsoft Excel, Payroll, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Newsletters, Business Communications, Retail, Event Planning, Data Entry, Social Media, Customer Service, Office Administration, eCommunications, Financial Systems, Business Process..., Higher Education Policy
Education
The University of Connecticut 2011 — 2014
BA Psychology
The University of Connecticut School of Business 2009 — 2014
BS Business Administration
Eastern Connecticut State University 2009 — 2011
University of Connecticut August 2014 - Present
Lincoln Financial Group April 2014 - July 2014
Trolley Pub on Main March 2012 - July 2014
South Windsor Chamber of Commerce September 2013 - December 2013
UConn Student Union August 2011 - May 2013
Stew Leonard's March 2007 - August 2012
Skills
Microsoft Excel, Payroll, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Newsletters, Business Communications, Retail, Event Planning, Data Entry, Social Media, Customer Service, Office Administration, eCommunications, Financial Systems, Business Process..., Higher Education Policy
Education
The University of Connecticut 2011 — 2014
BA Psychology
The University of Connecticut School of Business 2009 — 2014
BS Business Administration
Eastern Connecticut State University 2009 — 2011
Robert Cowsert's Lincoln Financial Group Experience January 2014 - March 2014
Job Investment Coordinator at The Resource Group of the Carolinas
Industry Financial Services
Experience
The Resource Group of the Carolinas March 2014 - Present
Lincoln Financial Group January 2014 - March 2014
Cowsert and Avery, LLP May 2006 - March 2013
Skills
Financial Planning, Investment Strategies, Income Distribution, Estate Planning, Market Research, Equity Research, Risk Management, Data Analysis, Microsoft Excel
Education
The University of Georgia 2008 — 2012
Bachelor, Business Administration; Banking and Finance
UNO-Innsbruck International Summer School 2010 — 2010
Athens Academy High School
The Resource Group of the Carolinas March 2014 - Present
Lincoln Financial Group January 2014 - March 2014
Cowsert and Avery, LLP May 2006 - March 2013
Skills
Financial Planning, Investment Strategies, Income Distribution, Estate Planning, Market Research, Equity Research, Risk Management, Data Analysis, Microsoft Excel
Education
The University of Georgia 2008 — 2012
Bachelor, Business Administration; Banking and Finance
UNO-Innsbruck International Summer School 2010 — 2010
Athens Academy High School
Nicole Spinelli Nicole Spinelli's Lincoln Financial Group Experience February 2015 - Present
Job
Industry Financial Services
Experience
Lincoln Financial Group February 2015 - Present
Raymond James Financial Inc. April 2010 - February 2015
Angels Against Abuse 2010 - 2015
Raymond James Financial Inc. February 2001 - April 2010
Skills
Corporate Business Coach, Vice President of the..., Management, Time Management, Networking, Analysis, Project Management, Professional Women
Education
The Evergreen State College
Women's Studies
University of Pennsylvania - The Wharton School
Securities Industry Institute, Finance and Financial Management Services, Year 1 - 3 year program
Lincoln Financial Group February 2015 - Present
Raymond James Financial Inc. April 2010 - February 2015
Angels Against Abuse 2010 - 2015
Raymond James Financial Inc. February 2001 - April 2010
Skills
Corporate Business Coach, Vice President of the..., Management, Time Management, Networking, Analysis, Project Management, Professional Women
Education
The Evergreen State College
Women's Studies
University of Pennsylvania - The Wharton School
Securities Industry Institute, Finance and Financial Management Services, Year 1 - 3 year program
Josh Abrahamson Josh Abrahamson's Lincoln Financial Group Experience July 2014 - Present
Job Sales Rep at Lincoln Financial Group
Industry Higher Education
Experience
Lincoln Financial Group July 2014 - Present
State Farm November 2013 - May 2014
Terry School of Business, University of Georgia August 2010 - May 2014
Kroger May 2013 - August 2013
PSI, Inc. - Professional Sound Images May 2009 - September 2012
Skills
Management, Microsoft Excel, Sales, PowerPoint, Microsoft Office, Leadership, Microsoft Word, Customer Service, Time Management, Analysis, Social Media, Access, Research, Teamwork, Marketing, Team Leadership, Budgets
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Economics
Lincoln Financial Group July 2014 - Present
State Farm November 2013 - May 2014
Terry School of Business, University of Georgia August 2010 - May 2014
Kroger May 2013 - August 2013
PSI, Inc. - Professional Sound Images May 2009 - September 2012
Skills
Management, Microsoft Excel, Sales, PowerPoint, Microsoft Office, Leadership, Microsoft Word, Customer Service, Time Management, Analysis, Social Media, Access, Research, Teamwork, Marketing, Team Leadership, Budgets
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Economics
Stephen Weick's Lincoln Financial Group Experience May 2009 - September 2009
Job Advisor, Sperry Van Ness | Corporate RE Services
Industry Commercial Real Estate
Experience
Sperry Van Ness Corporate Real Estate Services March 2012 - Present
JPMorgan Chase May 2011 - April 2014
Erco Ceilings and Interiors Inc. June 2002 - May 2011
Lincoln Financial Group May 2009 - September 2009
Skills
Leadership, Management, Analysis, Time Management, Team Leadership, Customer Service, Data Analysis, Event Planning, Operations Management, Project Management, Public Speaking, Microsoft Office, Team Management, Banking, Financial Analysis, Business Strategy, Strategic Planning, Marketing, Finance, Recruiting, Market Research, Marketing Strategy, Fundraising, Event Management, Training, Valuation, Real Estate, Investments, Strategic Marketing..., Corporate Real Estate, Real Estate Development, Economic Development, Commercial Real Estate, Portfolio Management, Asset Management, Teamwork, Business Development
Education
The Johns Hopkins University - Carey Business School 2015 — 2017
MS Candidate, Real Estate and Infrastructure
University of Delaware, Alfred Lerner College of Business 2007 — 2011
Bachelor of Science, Finance; Real Estate Interest
Sperry Van Ness Corporate Real Estate Services March 2012 - Present
JPMorgan Chase May 2011 - April 2014
Erco Ceilings and Interiors Inc. June 2002 - May 2011
Lincoln Financial Group May 2009 - September 2009
Skills
Leadership, Management, Analysis, Time Management, Team Leadership, Customer Service, Data Analysis, Event Planning, Operations Management, Project Management, Public Speaking, Microsoft Office, Team Management, Banking, Financial Analysis, Business Strategy, Strategic Planning, Marketing, Finance, Recruiting, Market Research, Marketing Strategy, Fundraising, Event Management, Training, Valuation, Real Estate, Investments, Strategic Marketing..., Corporate Real Estate, Real Estate Development, Economic Development, Commercial Real Estate, Portfolio Management, Asset Management, Teamwork, Business Development
Education
The Johns Hopkins University - Carey Business School 2015 — 2017
MS Candidate, Real Estate and Infrastructure
University of Delaware, Alfred Lerner College of Business 2007 — 2011
Bachelor of Science, Finance; Real Estate Interest
Brock Evans's Lincoln Financial Group Experience July 2012 - August 2014
Job Sales Representative at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance April 2015 - Present
Self Employed Musician/Music Instructor May 2005 - June 2015
BIS Benefits, Inc. August 2014 - April 2015
Lincoln Financial Group July 2012 - August 2014
Skills
Property & Casualty..., Health Insurance, Disability Insurance, Disability Management, Disability Claims..., Music, Music Production, Music Theory, Journalism, Religion, Religious Studies, Leadership, Event Planning, Sales, Social Media, Customer Service, Microsoft Office, Life Insurance
Education
The University of Georgia 2001 — 2005
Bachelor’s Degree, Telecommunications
The University of Georgia 2001 — 2005
Bachelor’s Degree, Religion
Liberty Mutual Insurance April 2015 - Present
Self Employed Musician/Music Instructor May 2005 - June 2015
BIS Benefits, Inc. August 2014 - April 2015
Lincoln Financial Group July 2012 - August 2014
Skills
Property & Casualty..., Health Insurance, Disability Insurance, Disability Management, Disability Claims..., Music, Music Production, Music Theory, Journalism, Religion, Religious Studies, Leadership, Event Planning, Sales, Social Media, Customer Service, Microsoft Office, Life Insurance
Education
The University of Georgia 2001 — 2005
Bachelor’s Degree, Telecommunications
The University of Georgia 2001 — 2005
Bachelor’s Degree, Religion
Shane Legleiter's Lincoln Financial Group Experience April 2015 - Present
Job AVP, Data Management Strategy
Industry Insurance
Experience
Lincoln Financial Group April 2015 - Present
Analytics8 April 2011 - April 2015
CNA Insurance 2007 - 2011
CNA Insurance 2004 - 2007
CNA Insurance 2001 - 2004
Skills
Business Intelligence, Business Objects, Data Warehousing, Business Analysis, Project Management, Account Management, Long-term Customer..., Dashboard, Master Data Management, Requirements Analysis, Requirements Gathering, Data Analysis, Database Design, Enterprise Software, IT Strategy, Strategy, Analytics, Solution Architecture, Data Integration
Education
University of Kansas 1998 — 2001
MA, Mathematics
University of Kansas 1993 — 1998
Bachelor of Science (BS), Mathematics Education
Lincoln Financial Group April 2015 - Present
Analytics8 April 2011 - April 2015
CNA Insurance 2007 - 2011
CNA Insurance 2004 - 2007
CNA Insurance 2001 - 2004
Skills
Business Intelligence, Business Objects, Data Warehousing, Business Analysis, Project Management, Account Management, Long-term Customer..., Dashboard, Master Data Management, Requirements Analysis, Requirements Gathering, Data Analysis, Database Design, Enterprise Software, IT Strategy, Strategy, Analytics, Solution Architecture, Data Integration
Education
University of Kansas 1998 — 2001
MA, Mathematics
University of Kansas 1993 — 1998
Bachelor of Science (BS), Mathematics Education
Kathleen Shelmerdine's Lincoln Financial Group Experience May 2008 - February 2013
Job VP, Human Resources at Accolade, Inc.
Industry Hospital & Health Care
Experience
Accolade, Inc. March 2013 - Present
Lincoln Financial Group May 2008 - February 2013
IMS HEALTH, Inc. March 2004 - April 2008
IMS Health 1998 - 2004
IMS Health 1995 - 1998
IMS Health March 1994 - March 1995
DSM Consulting Inc. August 1992 - February 1994
General Electric- Lighting Division May 1991 - August 1992
May Department Stores (currently Macy's) August 1986 - August 1990
Skills
Organizational..., Succession Planning, Human Resources, Coaching, Talent Management, Career Development, Executive Coaching, Recruiting, Change Management, Leadership, Management, Performance Management, Organizational..., Strategy, Employee Engagement, Personnel Management, Talent Acquisition, HRIS, Onboarding, HR Consulting, Deferred Compensation
Education
Case Western Reserve University - Weatherhead School of Management
MBA, Human Resource Mgt./ Org. Development
The University of Akron
Bachelor of Science (BS), Marketing, Human Resources & Operations Management
Accolade, Inc. March 2013 - Present
Lincoln Financial Group May 2008 - February 2013
IMS HEALTH, Inc. March 2004 - April 2008
IMS Health 1998 - 2004
IMS Health 1995 - 1998
IMS Health March 1994 - March 1995
DSM Consulting Inc. August 1992 - February 1994
General Electric- Lighting Division May 1991 - August 1992
May Department Stores (currently Macy's) August 1986 - August 1990
Skills
Organizational..., Succession Planning, Human Resources, Coaching, Talent Management, Career Development, Executive Coaching, Recruiting, Change Management, Leadership, Management, Performance Management, Organizational..., Strategy, Employee Engagement, Personnel Management, Talent Acquisition, HRIS, Onboarding, HR Consulting, Deferred Compensation
Education
Case Western Reserve University - Weatherhead School of Management
MBA, Human Resource Mgt./ Org. Development
The University of Akron
Bachelor of Science (BS), Marketing, Human Resources & Operations Management
Sarah Dingle, CLTC's Lincoln Financial Group Experience March 2002 - March 2004
Job Vice President, Relationship Manager at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial May 2013 - Present
Nationwide Financial November 2009 - May 2013
Nationwide Financial August 2003 - November 2008
Lincoln Financial Group March 2002 - March 2004
Skills
Life Insurance, Account Management, Relationship Management, Project Planning and..., Insurance, Fixed Annuities, Variable Annuities, Team Leadership
Education
The Ohio State University 1997 — 2001
Bachelor of Science (B.S.), Human Ecology
Lehman Catholic High School
Nationwide Financial May 2013 - Present
Nationwide Financial November 2009 - May 2013
Nationwide Financial August 2003 - November 2008
Lincoln Financial Group March 2002 - March 2004
Skills
Life Insurance, Account Management, Relationship Management, Project Planning and..., Insurance, Fixed Annuities, Variable Annuities, Team Leadership
Education
The Ohio State University 1997 — 2001
Bachelor of Science (B.S.), Human Ecology
Lehman Catholic High School
Valentina Udekigbo Valentina Udekigbo's Lincoln Financial Group Experience August 2014 - Present
Job Claims Examiner at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2014 - Present
Clarke County School District August 2013 - April 2014
Waffle House February 2007 - January 2014
American Campus Communities July 2011 - October 2012
The University of Georgia September 2011 - December 2011
Skills
Customer Service, Social Media, Research, Strategy, Team Building, Microsoft Office, Critical Thinking, Time Management, Spanish, Management, Human Resources, Strategic Planning, Networking, Social Networking, Tennis, Mathematics, Java, Visual Basic, Eclipse, Communication, IT Operations, Teaching
Education
The University of Georgia 2009 — 2014
Bachelor of Science (B.S.), Mathematics and Mathematics Education
Lincoln Financial Group August 2014 - Present
Clarke County School District August 2013 - April 2014
Waffle House February 2007 - January 2014
American Campus Communities July 2011 - October 2012
The University of Georgia September 2011 - December 2011
Skills
Customer Service, Social Media, Research, Strategy, Team Building, Microsoft Office, Critical Thinking, Time Management, Spanish, Management, Human Resources, Strategic Planning, Networking, Social Networking, Tennis, Mathematics, Java, Visual Basic, Eclipse, Communication, IT Operations, Teaching
Education
The University of Georgia 2009 — 2014
Bachelor of Science (B.S.), Mathematics and Mathematics Education
Greg Palazzo's Lincoln Financial Group Experience February 2005 - January 2015
Job Senior Sales Rep
Industry Financial Services
Experience
Aflac Broker Channel 2015 - Present
Lincoln Financial Group February 2005 - January 2015
CNA Insurance August 1998 - January 2005
Skills
Disability Insurance, Insurance, Employee Benefits, Life Insurance, Sales, Brokers, Customer Service
Education
The College of New Jersey
Bachelor of Science (B.S.)
Aflac Broker Channel 2015 - Present
Lincoln Financial Group February 2005 - January 2015
CNA Insurance August 1998 - January 2005
Skills
Disability Insurance, Insurance, Employee Benefits, Life Insurance, Sales, Brokers, Customer Service
Education
The College of New Jersey
Bachelor of Science (B.S.)
Rick Weinstein's Lincoln Financial Group Experience January 1995 - April 2003
Job Family Office Consulting
Industry Financial Services
Experience
Lis4cg January 2008 - Present
Succession Capital Alliance January 2005 - January 2008
Lincoln Financial Group January 1995 - April 2003
NCA Financial Planners September 1991 - August 1993
Price Waterhouse June 1978 - April 1982
Skills
Philanthropy, Charities, Strategic Planning, Coaching, New Business Development, Start-ups, CPA
Education
The Ohio State University Fisher College of Business 1974 — 1978
BSBA, Business, Accounting, Computer Science
Kabbalah Centre
Temple Israel
Lis4cg January 2008 - Present
Succession Capital Alliance January 2005 - January 2008
Lincoln Financial Group January 1995 - April 2003
NCA Financial Planners September 1991 - August 1993
Price Waterhouse June 1978 - April 1982
Skills
Philanthropy, Charities, Strategic Planning, Coaching, New Business Development, Start-ups, CPA
Education
The Ohio State University Fisher College of Business 1974 — 1978
BSBA, Business, Accounting, Computer Science
Kabbalah Centre
Temple Israel
Charles Tatum, PMP Charles Tatum, PMP's Lincoln Financial Group Experience 2015 - Present
Job Project Manager at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group 2015 - Present
TekSystems 2014 - 2014
Time Warner Cable 2012 - 2014
Modis 2011 - 2012
CenturyLink 2005 - 2010
ARBROS Communications 2000 - 2001
US Army 1986 - 1994
Skills
PMP, Certified Project..., PMO, Program Management, Project Management, Project Portfolio..., CMMI, Six Sigma, Process Improvement, Business Process..., Problem Management, Root Cause Analysis, New Business Development, Business Development, Marketing Strategy, Market Planning, Product Management, Product Marketing, Product Development, Product Design, Product Launch, Marketing Research, Market Analysis, RFP, SOW, Contract Management, Vendor Management, Integration, System Deployment, SDLC, Data Center, Configuration Management, Resource Management, Requirements Analysis, ITIL, Cross-functional Team..., VoIP, Managed Services, Wireless, Ethernet
Education
The University of Memphis
Bachelors Science, Geology
Lincoln Financial Group 2015 - Present
TekSystems 2014 - 2014
Time Warner Cable 2012 - 2014
Modis 2011 - 2012
CenturyLink 2005 - 2010
ARBROS Communications 2000 - 2001
US Army 1986 - 1994
Skills
PMP, Certified Project..., PMO, Program Management, Project Management, Project Portfolio..., CMMI, Six Sigma, Process Improvement, Business Process..., Problem Management, Root Cause Analysis, New Business Development, Business Development, Marketing Strategy, Market Planning, Product Management, Product Marketing, Product Development, Product Design, Product Launch, Marketing Research, Market Analysis, RFP, SOW, Contract Management, Vendor Management, Integration, System Deployment, SDLC, Data Center, Configuration Management, Resource Management, Requirements Analysis, ITIL, Cross-functional Team..., VoIP, Managed Services, Wireless, Ethernet
Education
The University of Memphis
Bachelors Science, Geology
Casey Dean Casey Dean's Lincoln Financial Group Experience November 2013 - May 2015
Job Legal Assistant foreclosure/bankruptcy at Phelan, Hallinan, Diamond, and Jones PC
Industry Higher Education
Experience
Phelan, Hallinan, Diamond, and Jones PC May 2015 - Present
Lincoln Financial Group November 2013 - May 2015
KnackTek April 2013 - September 2013
UPS November 2012 - January 2013
Eagle Scout/Red Coat Marching Band July 2007 - May 2011
American Eagle April 2008 - September 2008
Moe's Southwest Grill April 2007 - October 2007
Mama Fu's Asian House April 2006 - October 2006
Boy Scouts of America May 2004 - August 2004
Skills
Microsoft Office, Public Speaking, Customer Service, Business Analysis, Requirements Gathering, Microsoft SQL Server, Agile & Waterfall..., Quality Assurance, Financial Calculations, Typing, HTML, XML, UML, Windows Server, Disaster Recovery, Performance Tuning, Troubleshooting
Education
The University of Georgia 2007 — 2012
BBA Economics, Labor/Personnel Econ
The University of Georgia
Bachelor of Business Administration, Economics
Phelan, Hallinan, Diamond, and Jones PC May 2015 - Present
Lincoln Financial Group November 2013 - May 2015
KnackTek April 2013 - September 2013
UPS November 2012 - January 2013
Eagle Scout/Red Coat Marching Band July 2007 - May 2011
American Eagle April 2008 - September 2008
Moe's Southwest Grill April 2007 - October 2007
Mama Fu's Asian House April 2006 - October 2006
Boy Scouts of America May 2004 - August 2004
Skills
Microsoft Office, Public Speaking, Customer Service, Business Analysis, Requirements Gathering, Microsoft SQL Server, Agile & Waterfall..., Quality Assurance, Financial Calculations, Typing, HTML, XML, UML, Windows Server, Disaster Recovery, Performance Tuning, Troubleshooting
Education
The University of Georgia 2007 — 2012
BBA Economics, Labor/Personnel Econ
The University of Georgia
Bachelor of Business Administration, Economics
Stan Maher, CFRE Stan Maher, CFRE's Lincoln Financial Group Experience January 1985 - March 1992
Job President & CEO, Executive Director
Industry Philanthropy
Experience
East Jefferson General Hospital 1992 - Present
Lincoln Financial Group January 1985 - March 1992
Genuine Parts Company 1964 - December 1984
Education
The University of Georgia
B.S.
East Jefferson General Hospital 1992 - Present
Lincoln Financial Group January 1985 - March 1992
Genuine Parts Company 1964 - December 1984
Education
The University of Georgia
B.S.
Kyle Osting Kyle Osting's Lincoln Financial Group Experience March 2014 - Present
Job Counsel, Lincoln Financial Group
Industry Legal Services
Experience
Lincoln Financial Group March 2014 - Present
Faegre Baker Daniels LLP September 2006 - March 2014
Education
The Ohio State University Moritz College of Law 2003 — 2006
Doctor of Law (J.D.)
The Ohio State University 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Lincoln Financial Group March 2014 - Present
Faegre Baker Daniels LLP September 2006 - March 2014
Education
The Ohio State University Moritz College of Law 2003 — 2006
Doctor of Law (J.D.)
The Ohio State University 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
David Heringhaus David Heringhaus's Lincoln Financial Group Experience July 2008 - October 2011
Job VP, Stores HR and Leadership Development at Lane Bryant (a division of ascena)
Industry Human Resources
Experience
Lane Bryant October 2012 - Present
Charming Shoppes, Inc., a division of ascena October 2011 - October 2012
Lincoln Financial Group July 2008 - October 2011
Leadership Research Institute February 2008 - July 2008
Limited Brands June 2006 - August 2007
Alliance Data 1996 - 2007
Alliance Data August 2000 - June 2006
Alliance Data Systems October 1996 - August 2000
Limited Credit Services February 1991 - September 1996
Skills
Helix, Coaching, Leadership Development, Executive Coaching, 360 Feedback, Change Management, MBTI, Team Building, Mentoring, Emotional Intelligence, Hiring, Six Sigma, Call Centers, Conflict Resolution, Employee Benefits, Employee Engagement, Employee Relations, Employee Training, HRIS, Human Resources, Leadership, Management, Organizational Design, Organizational..., Performance Management, Personnel Management, Process Improvement, Recruiting, Strategy, Succession Planning, Talent Management, Training, Workforce Planning
Education
The Ohio State University 1988 — 1989
Master's, Education (Training and Development
University of Notre Dame 1981 — 1985
BBA, Accounting
Lane Bryant October 2012 - Present
Charming Shoppes, Inc., a division of ascena October 2011 - October 2012
Lincoln Financial Group July 2008 - October 2011
Leadership Research Institute February 2008 - July 2008
Limited Brands June 2006 - August 2007
Alliance Data 1996 - 2007
Alliance Data August 2000 - June 2006
Alliance Data Systems October 1996 - August 2000
Limited Credit Services February 1991 - September 1996
Skills
Helix, Coaching, Leadership Development, Executive Coaching, 360 Feedback, Change Management, MBTI, Team Building, Mentoring, Emotional Intelligence, Hiring, Six Sigma, Call Centers, Conflict Resolution, Employee Benefits, Employee Engagement, Employee Relations, Employee Training, HRIS, Human Resources, Leadership, Management, Organizational Design, Organizational..., Performance Management, Personnel Management, Process Improvement, Recruiting, Strategy, Succession Planning, Talent Management, Training, Workforce Planning
Education
The Ohio State University 1988 — 1989
Master's, Education (Training and Development
University of Notre Dame 1981 — 1985
BBA, Accounting
Sandeep Vaid Sandeep Vaid's Lincoln Financial Group Experience December 2007 - May 2008
Job Manager Services OpenText Analytics | MBA Candidate at University of Chicago Booth School of Business
Industry Computer Software
Experience
OpenText May 2008 - Present
Lincoln Financial Group December 2007 - May 2008
Bank of America January 2006 - December 2007
Infosys Technologies Ltd 2003 - 2007
Skills
Business Intelligence, Solution Architecture, Software Project..., Requirements Analysis, Integration, Data Integration, Data-driven Decision..., System Integration, Strategic Planning, Managed Services, IT Strategy, Cloud Applications, Business Analytics, Business Strategy, Operational Analytics, PL/SQL, Data Modeling, XML, BIRT, Actuate, Weblogic, SOA, Dashboard, Java Enterprise Edition, Management Consulting, System Architecture, Business Intelligence..., Enterprise Software, Enterprise Architecture, Professional Services, Pre-sales
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Pune 1999 — 2003
BE, IT
OpenText May 2008 - Present
Lincoln Financial Group December 2007 - May 2008
Bank of America January 2006 - December 2007
Infosys Technologies Ltd 2003 - 2007
Skills
Business Intelligence, Solution Architecture, Software Project..., Requirements Analysis, Integration, Data Integration, Data-driven Decision..., System Integration, Strategic Planning, Managed Services, IT Strategy, Cloud Applications, Business Analytics, Business Strategy, Operational Analytics, PL/SQL, Data Modeling, XML, BIRT, Actuate, Weblogic, SOA, Dashboard, Java Enterprise Edition, Management Consulting, System Architecture, Business Intelligence..., Enterprise Software, Enterprise Architecture, Professional Services, Pre-sales
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Pune 1999 — 2003
BE, IT
Eldon Jones Eldon Jones's Lincoln Financial Group Experience October 2012 - Present
Job Manager, LTD Claims at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group October 2012 - Present
Aflac August 1998 - September 2012
Skills
Health Insurance, Claims Management, Insurance, Claim
Education
The University of Georgia 1987 — 1992
BS, Biology
Lincoln Financial Group October 2012 - Present
Aflac August 1998 - September 2012
Skills
Health Insurance, Claims Management, Insurance, Claim
Education
The University of Georgia 1987 — 1992
BS, Biology
Karrie Lesser Karrie Lesser's Lincoln Financial Group Experience July 2012 - Present
Job Senior Long Term Disability Benefits Specialist at Lincoln Financial Group
Industry Higher Education
Experience
Lincoln Financial Group July 2012 - Present
Hilton Garden Inn September 2011 - July 2012
Gamma Sigma Sigma National Service Sorority December 2010 - May 2012
Camp Twin Lakes January 2011 - December 2011
Holiday Inn April 2011 - September 2011
University of Georgia August 2009 - April 2011
USA Pools Inc. April 2005 - August 2009
Crohn's & Colitis Foundation of America May 2008 - July 2009
Skills
Customer Service, Event Planning, Fundraising, Social Media, PowerPoint, Marketing, Claims Management, Timely Decision Making, Medical Records, Claims Handling, Facebook, Non-profits, Microsoft Word, Microsoft Office, Microsoft Excel, Event Management, Community Outreach, Social Media Marketing, Leadership, Social Networking, Organization, Sales, Volunteer Management, Public Speaking, Nonprofits
Education
The University of Georgia 2008 — 2012
Bachelor of Science, Family and Consumer Sciences; Consumer Economics, Housing Double
Lincoln Financial Group July 2012 - Present
Hilton Garden Inn September 2011 - July 2012
Gamma Sigma Sigma National Service Sorority December 2010 - May 2012
Camp Twin Lakes January 2011 - December 2011
Holiday Inn April 2011 - September 2011
University of Georgia August 2009 - April 2011
USA Pools Inc. April 2005 - August 2009
Crohn's & Colitis Foundation of America May 2008 - July 2009
Skills
Customer Service, Event Planning, Fundraising, Social Media, PowerPoint, Marketing, Claims Management, Timely Decision Making, Medical Records, Claims Handling, Facebook, Non-profits, Microsoft Word, Microsoft Office, Microsoft Excel, Event Management, Community Outreach, Social Media Marketing, Leadership, Social Networking, Organization, Sales, Volunteer Management, Public Speaking, Nonprofits
Education
The University of Georgia 2008 — 2012
Bachelor of Science, Family and Consumer Sciences; Consumer Economics, Housing Double
Tim Whitney's Lincoln Financial Group Experience August 2011 - March 2012
Job Senior Project Manager at NIC Connecticut Interactive
Industry Information Technology and Services
Experience
NIC Connecticut Interactive March 2015 - Present
State of Connecticut DEEP consultant November 2013 - November 2014
Oxford - UHC April 2012 - November 2013
Lincoln Financial Group August 2011 - March 2012
Unilever January 2010 - August 2011
Sectra North America 2007 - 2009
The Hartford Insurance January 2006 - December 2006
CIGNA June 2000 - November 2005
Skills
PMP, SDLC, Integration, Program Management, Process Improvement, Resource Management, MS Project, Change Management, Vendor Management, Project Planning, Analysis, Project Portfolio..., Problem Solving, Risk Management, Business Strategy, Technology Solutions, Software Development, Business Development, Management, Team Leadership, Systems Analysis, Business Analysis, Project Estimation, Planning, Strategic Planning, Business Process..., IT Strategy, .NET, Continuous Improvement, Teamwork, Metrics, Planview, Implementation Planning, SQL DB2, Infrastructure, Software Deployment, Web Development, Medical Software, Clarity, Implementation Plans, Workflow Diagrams, Business Workflows, Mainframe, Reporting Systems, Clinical Workflow, Upgrades, Sports Coaching, Data Flow, Microsoft Excel
Education
The University of Connecticut School of Business 2005 — 2018
MBA, Operations Management
The University of Connecticut School of Business 1985 — 1989
B.S., Management InformationSystems
WestHill High School 1980 — 1984
High School
NIC Connecticut Interactive March 2015 - Present
State of Connecticut DEEP consultant November 2013 - November 2014
Oxford - UHC April 2012 - November 2013
Lincoln Financial Group August 2011 - March 2012
Unilever January 2010 - August 2011
Sectra North America 2007 - 2009
The Hartford Insurance January 2006 - December 2006
CIGNA June 2000 - November 2005
Skills
PMP, SDLC, Integration, Program Management, Process Improvement, Resource Management, MS Project, Change Management, Vendor Management, Project Planning, Analysis, Project Portfolio..., Problem Solving, Risk Management, Business Strategy, Technology Solutions, Software Development, Business Development, Management, Team Leadership, Systems Analysis, Business Analysis, Project Estimation, Planning, Strategic Planning, Business Process..., IT Strategy, .NET, Continuous Improvement, Teamwork, Metrics, Planview, Implementation Planning, SQL DB2, Infrastructure, Software Deployment, Web Development, Medical Software, Clarity, Implementation Plans, Workflow Diagrams, Business Workflows, Mainframe, Reporting Systems, Clinical Workflow, Upgrades, Sports Coaching, Data Flow, Microsoft Excel
Education
The University of Connecticut School of Business 2005 — 2018
MBA, Operations Management
The University of Connecticut School of Business 1985 — 1989
B.S., Management InformationSystems
WestHill High School 1980 — 1984
High School
Betsy Babinger's Lincoln Financial Group Experience November 2014 - Present
Job Senior System Analyst at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group November 2014 - Present
Quicken Loans May 2013 - November 2014
Lincoln Financial Group January 2008 - May 2013
American Home Mortgage January 2006 - August 2007
Waterfield Financial 1990 - 2006
Waterfield Financial-Union Federal Bank 1990 - 2006
Skills
SDLC, Process Improvement, Business Analysis, Visio, Requirements Analysis, Vendor Management, Requirements Gathering, Software Documentation
Education
The Defiance College 1990 — 1998
Bachelor of Business Administration (B.B.A.)
Lincoln Financial Group November 2014 - Present
Quicken Loans May 2013 - November 2014
Lincoln Financial Group January 2008 - May 2013
American Home Mortgage January 2006 - August 2007
Waterfield Financial 1990 - 2006
Waterfield Financial-Union Federal Bank 1990 - 2006
Skills
SDLC, Process Improvement, Business Analysis, Visio, Requirements Analysis, Vendor Management, Requirements Gathering, Software Documentation
Education
The Defiance College 1990 — 1998
Bachelor of Business Administration (B.B.A.)
Jake Falley's Lincoln Financial Group Experience March 2013 - Present
Job Senior Sales Representative at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group March 2013 - Present
Standard Insurance Company November 2006 - March 2013
Skills
Disability Insurance, Insurance, Health Insurance, Life Insurance, Employee Benefits, Brokers, Underwriting, Term Life Insurance, Health Savings Accounts, Benefits Administration, Workers Compensation, 401k, Claim, Customer Service
Education
The University of Kansas 1990 — 1995
Lincoln Financial Group March 2013 - Present
Standard Insurance Company November 2006 - March 2013
Skills
Disability Insurance, Insurance, Health Insurance, Life Insurance, Employee Benefits, Brokers, Underwriting, Term Life Insurance, Health Savings Accounts, Benefits Administration, Workers Compensation, 401k, Claim, Customer Service
Education
The University of Kansas 1990 — 1995
Graham R. Quinn's Lincoln Financial Group Experience 2010 - 2011
Job Administrative Operations Manager with Philly311 at The City of Philadelphia
Industry Information Technology and Services
Experience
City of Philadelphia October 2012 - Present
Consultant June 2012 - September 2012
ListenLogic 2011 - May 2012
Lincoln Financial Group 2010 - 2011
Consultant 2008 - 2009
AARP May 2008 - September 2008
The Haverford Trust Company 2005 - 2007
SEI Investments 2002 - 2005
The Biking Expedition 1998 - 2001
Skills
Start-ups, CRM, Strategy, Management, Business Development, Project Management, Strategic Planning, Marketing Strategy, Leadership, Financial Analysis, Entrepreneurship, Financial Modeling, Analysis, Venture Capital, Strategic Financial..., Business Strategy, Strategic Partnerships, Project Planning, Project Finance, Financial Accounting, Consulting, Business, Small Business, Operations Management
Education
The George Washington University - School of Business 2007 — 2009
MBA, Finance and Investments
University of Colorado at Boulder 1998 — 2002
B.A., Economics and Business
University of Wollongong
Cedu High School
Friends Central School
City of Philadelphia October 2012 - Present
Consultant June 2012 - September 2012
ListenLogic 2011 - May 2012
Lincoln Financial Group 2010 - 2011
Consultant 2008 - 2009
AARP May 2008 - September 2008
The Haverford Trust Company 2005 - 2007
SEI Investments 2002 - 2005
The Biking Expedition 1998 - 2001
Skills
Start-ups, CRM, Strategy, Management, Business Development, Project Management, Strategic Planning, Marketing Strategy, Leadership, Financial Analysis, Entrepreneurship, Financial Modeling, Analysis, Venture Capital, Strategic Financial..., Business Strategy, Strategic Partnerships, Project Planning, Project Finance, Financial Accounting, Consulting, Business, Small Business, Operations Management
Education
The George Washington University - School of Business 2007 — 2009
MBA, Finance and Investments
University of Colorado at Boulder 1998 — 2002
B.A., Economics and Business
University of Wollongong
Cedu High School
Friends Central School
Amber Perry, PMP, CISA's Lincoln Financial Group Experience January 2004 - January 2007
Job Finance Transformation Leader
Industry Oil & Energy
Experience
Constellation Energy Nuclear Group June 2012 - Present
Constellation Energy October 2009 - June 2012
Constellation Energy July 2008 - October 2009
Navigant Consulting 2007 - 2008
Lincoln Financial Group January 2004 - January 2007
Ascend One Corporation 2001 - December 2003
Intermedia Communications 2000 - 2001
Skills
PMP, CISA, Financial Analysis, Corporate Finance, Financial Reporting, Auditing, Project Management, Business Process..., Risk Assessment, Risk Management
Education
The Johns Hopkins University - Carey Business School 2000 — 2004
MBA, Finance
Constellation Energy Nuclear Group June 2012 - Present
Constellation Energy October 2009 - June 2012
Constellation Energy July 2008 - October 2009
Navigant Consulting 2007 - 2008
Lincoln Financial Group January 2004 - January 2007
Ascend One Corporation 2001 - December 2003
Intermedia Communications 2000 - 2001
Skills
PMP, CISA, Financial Analysis, Corporate Finance, Financial Reporting, Auditing, Project Management, Business Process..., Risk Assessment, Risk Management
Education
The Johns Hopkins University - Carey Business School 2000 — 2004
MBA, Finance
Joseph Gallo's Lincoln Financial Group Experience July 2014 - Present
Job Senior Counsel, Lincoln Financial Group
Industry Investment Management
Experience
Lincoln Financial Group July 2014 - Present
Morgan Stanley Wealth Management April 2014 - July 2014
SEI Investments August 2007 - April 2014
ICMA-RC 2004 - 2007
U.S. Securities and Exchange Commission September 2003 - December 2003
Skills
Securities, Risk Management, Legal Research, Mutual Funds, Securities Regulation, Mergers, Legal Writing, Commercial Litigation, Corporate Governance, Due Diligence, Private Equity
Education
The Catholic University of America, Columbus School of Law 2001 — 2004
Doctor of Law (J.D.), Law
Pennsylvania State University, University Park, PA
Bachelor of Arts (B.A.)
Lincoln Financial Group July 2014 - Present
Morgan Stanley Wealth Management April 2014 - July 2014
SEI Investments August 2007 - April 2014
ICMA-RC 2004 - 2007
U.S. Securities and Exchange Commission September 2003 - December 2003
Skills
Securities, Risk Management, Legal Research, Mutual Funds, Securities Regulation, Mergers, Legal Writing, Commercial Litigation, Corporate Governance, Due Diligence, Private Equity
Education
The Catholic University of America, Columbus School of Law 2001 — 2004
Doctor of Law (J.D.), Law
Pennsylvania State University, University Park, PA
Bachelor of Arts (B.A.)
Kimberly Boor's Lincoln Financial Group Experience 1995 - 2005
Job Director Performance Enhancement, Inline Quality at Anthem
Industry Insurance
Experience
Anthem September 2014 - Present
WellPoint March 2011 - September 2014
Anthem May 2010 - December 2010
The Hartford August 2008 - May 2010
Hartford Life 2005 - August 2008
Lincoln Financial Group 1995 - 2005
CIGNA 1992 - 1995
Skills
Insurance, Process Improvement, Vendor Management, Strategic Planning
Education
The University of Connecticut School of Business 1988 — 1992
Bachelor of Science (BS), Finance, General
Tolland High School 1984 — 1988
Anthem September 2014 - Present
WellPoint March 2011 - September 2014
Anthem May 2010 - December 2010
The Hartford August 2008 - May 2010
Hartford Life 2005 - August 2008
Lincoln Financial Group 1995 - 2005
CIGNA 1992 - 1995
Skills
Insurance, Process Improvement, Vendor Management, Strategic Planning
Education
The University of Connecticut School of Business 1988 — 1992
Bachelor of Science (BS), Finance, General
Tolland High School 1984 — 1988
Donna MacFarland's Lincoln Financial Group Experience May 2010 - Present
Job Senior Vice President, Chief Marketing Officer, Retirement Plan Services, Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Group May 2010 - Present
Symphonic Marketing, LLC January 2008 - May 2011
The Vanguard Group, Inc. 1999 - 2008
Vanguard 1999 - 2008
MacFarland Research Associates, Inc. April 1989 - March 1999
Merrill Lynch June 1987 - April 1989
Citibank 1987 - 1987
Smith Barney 1984 - 1986
Skills
Marketing Strategy, Marketing Research, Corporate Branding, Marketing Communications, Marketing Operations, Retirement Plan Services, Email Marketing, Product Marketing, Segmentation, Advertising, Pensions, Customer Insight, Integrated Marketing, Brand Architecture, CRM, Brand Development
Education
The University of Connecticut School of Business 1982 — 1985
M.B.A., Marketing
The University of Connecticut School of Business 1977 — 1981
B.S., Marketing
Lincoln Financial Group May 2010 - Present
Symphonic Marketing, LLC January 2008 - May 2011
The Vanguard Group, Inc. 1999 - 2008
Vanguard 1999 - 2008
MacFarland Research Associates, Inc. April 1989 - March 1999
Merrill Lynch June 1987 - April 1989
Citibank 1987 - 1987
Smith Barney 1984 - 1986
Skills
Marketing Strategy, Marketing Research, Corporate Branding, Marketing Communications, Marketing Operations, Retirement Plan Services, Email Marketing, Product Marketing, Segmentation, Advertising, Pensions, Customer Insight, Integrated Marketing, Brand Architecture, CRM, Brand Development
Education
The University of Connecticut School of Business 1982 — 1985
M.B.A., Marketing
The University of Connecticut School of Business 1977 — 1981
B.S., Marketing
Clark Heitkamp's Lincoln Financial Group Experience May 1993 - August 1995
Job Consulting Actuary at United Health Actuarial Services, Inc.
Industry Insurance
Experience
United Health Actuarial Services, Inc. December 2007 - Present
Mutual of Omaha 1995 - 2007
Lincoln Financial Group May 1993 - August 1995
Principal Financial Group May 1992 - August 1992
Skills
Long Term Care, Disability Insurance, Critical Illness, Actuarial, Dental, Health Insurance, Insurance, Actuarial Science, Risk Management, Retirement, Reinsurance, Underwriting, Long Term Care Insurance
Education
University of Nebraska-Lincoln 1990 — 1993
Bachelor of Science, Actuarial Science
The University of South Dakota 1988 — 1990
United Health Actuarial Services, Inc. December 2007 - Present
Mutual of Omaha 1995 - 2007
Lincoln Financial Group May 1993 - August 1995
Principal Financial Group May 1992 - August 1992
Skills
Long Term Care, Disability Insurance, Critical Illness, Actuarial, Dental, Health Insurance, Insurance, Actuarial Science, Risk Management, Retirement, Reinsurance, Underwriting, Long Term Care Insurance
Education
University of Nebraska-Lincoln 1990 — 1993
Bachelor of Science, Actuarial Science
The University of South Dakota 1988 — 1990
Allison Kotos's Lincoln Financial Group Experience June 2011 - Present
Job Senior Underwriter at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group June 2011 - Present
Lincoln Financial Group June 2006 - May 2011
Skills
Insurance, Underwriting, Life Insurance, Reinsurance, Brokers, Term Life Insurance, Long-term Care, Retirement, Risk Management, Risk Assessment, Universal Life, Variable Life
Education
The University of Connecticut School of Business 2007 — 2011
Master of Business Administration (M.B.A.)
Villanova University 2002 — 2006
Bachelor of Arts, English
Lincoln Financial Group June 2011 - Present
Lincoln Financial Group June 2006 - May 2011
Skills
Insurance, Underwriting, Life Insurance, Reinsurance, Brokers, Term Life Insurance, Long-term Care, Retirement, Risk Management, Risk Assessment, Universal Life, Variable Life
Education
The University of Connecticut School of Business 2007 — 2011
Master of Business Administration (M.B.A.)
Villanova University 2002 — 2006
Bachelor of Arts, English
Bill Jaworski's Lincoln Financial Group Experience February 2011 - Present
Job Architect at Lincoln Financial Group
Industry Internet
Experience
Lincoln Financial Group February 2011 - Present
Lincoln Financial Group November 2008 - February 2011
Comcast January 2006 - November 2008
Comcast Cable January 2006 - November 2008
Subaru of America October 2005 - December 2005
The Vanguard Group 1999 - 2005
Skills
Vendor Management, SDLC, Unix, Project Management, SOA, Disaster Recovery, Agile Methodologies, Enterprise Architecture, Process Improvement, Visio, Business Analysis, Oracle, Solaris, Requirements Analysis, ITIL, Integration
Education
Villanova University 2003 — 2007
MBA
The College of New Jersey 1995 — 1999
BS, Business
Lincoln Financial Group February 2011 - Present
Lincoln Financial Group November 2008 - February 2011
Comcast January 2006 - November 2008
Comcast Cable January 2006 - November 2008
Subaru of America October 2005 - December 2005
The Vanguard Group 1999 - 2005
Skills
Vendor Management, SDLC, Unix, Project Management, SOA, Disaster Recovery, Agile Methodologies, Enterprise Architecture, Process Improvement, Visio, Business Analysis, Oracle, Solaris, Requirements Analysis, ITIL, Integration
Education
Villanova University 2003 — 2007
MBA
The College of New Jersey 1995 — 1999
BS, Business
Chad Barthel's Lincoln Financial Group Experience 1997 - 2004
Job Regional Sales Manager at Assurity Life
Industry Insurance
Experience
Assurity Life August 2015 - Present
United Healthcare September 2008 - December 2013
Mutual of Omaha 2000 - 2005
Lincoln Financial Group 1997 - 2004
Skills
Health Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Insurance, Dentistry, Employee Benefits, Group Insurance, Benefits Administration, Brokers, Health Savings Accounts, Life Insurance, Managed Care, Medicare, Sales, Account Management, Leadership
Education
The University of South Dakota 1989 — 1993
watertown 1986 — 1989
Assurity Life August 2015 - Present
United Healthcare September 2008 - December 2013
Mutual of Omaha 2000 - 2005
Lincoln Financial Group 1997 - 2004
Skills
Health Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Insurance, Dentistry, Employee Benefits, Group Insurance, Benefits Administration, Brokers, Health Savings Accounts, Life Insurance, Managed Care, Medicare, Sales, Account Management, Leadership
Education
The University of South Dakota 1989 — 1993
watertown 1986 — 1989
Morgan Weiner's Lincoln Financial Group Experience September 2009 - September 2012
Job Senior Sales Representative at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial September 2012 - Present
Lincoln Financial Group September 2009 - September 2012
Sun Life Financial June 2003 - January 2010
Skills
New Business Development, Group Life, Sales, Marketing, Leadership, Disability Insurance, Group Medical, Long-term Care, Term Life Insurance, Health Savings Accounts, Health Insurance, Insurance, Retirement, Brokers, Employee Benefits, Accident, COBRA
Education
University of Miami - School of Business 1999 — 2003
Bachelor of Business Administration, International Finance and Marketing
The American University of Paris 2002 — 2002
Marketing
Sun Life Financial September 2012 - Present
Lincoln Financial Group September 2009 - September 2012
Sun Life Financial June 2003 - January 2010
Skills
New Business Development, Group Life, Sales, Marketing, Leadership, Disability Insurance, Group Medical, Long-term Care, Term Life Insurance, Health Savings Accounts, Health Insurance, Insurance, Retirement, Brokers, Employee Benefits, Accident, COBRA
Education
University of Miami - School of Business 1999 — 2003
Bachelor of Business Administration, International Finance and Marketing
The American University of Paris 2002 — 2002
Marketing
Felice Gavin's Lincoln Financial Group Experience December 2006 - March 2008
Job Executive Assistant at Volvo Trucks
Industry Retail
Experience
Volvo Trucks February 2014 - Present
Tanger Factory Outlet Centers, Inc. August 2011 - December 2013
Syngenta Crop Protection January 2011 - August 2011
New Breed Logistics August 2009 - July 2010
Stanford Group Company August 2008 - March 2009
Lincoln Financial Group December 2006 - March 2008
United Way of Greater Greensboro August 2005 - November 2005
TFL USA/Canada, Inc. February 2003 - March 2005
Kucera Pharmaceutical 2003 - 2004
Piedmont Entrepreneurs Network June 2002 - February 2003
Skills
Budgets, Recruiting, Human Resources, Event Planning, Management, Project Management, Training, Microsoft Word, Coaching, Project Planning, Administrative..., Microsoft Office, Customer Service
Education
The Catholic University of America 1963 — 1967
Nursing
Lima Central Catholic 1962 — 1963
academic, pre college
Richmond High School 1960 — 1963
academic, pre college
Volvo Trucks February 2014 - Present
Tanger Factory Outlet Centers, Inc. August 2011 - December 2013
Syngenta Crop Protection January 2011 - August 2011
New Breed Logistics August 2009 - July 2010
Stanford Group Company August 2008 - March 2009
Lincoln Financial Group December 2006 - March 2008
United Way of Greater Greensboro August 2005 - November 2005
TFL USA/Canada, Inc. February 2003 - March 2005
Kucera Pharmaceutical 2003 - 2004
Piedmont Entrepreneurs Network June 2002 - February 2003
Skills
Budgets, Recruiting, Human Resources, Event Planning, Management, Project Management, Training, Microsoft Word, Coaching, Project Planning, Administrative..., Microsoft Office, Customer Service
Education
The Catholic University of America 1963 — 1967
Nursing
Lima Central Catholic 1962 — 1963
academic, pre college
Richmond High School 1960 — 1963
academic, pre college
Larry Samplatsky's Lincoln Financial Group Experience January 2011 - Present
Job Vice President & Chief Counsel, Annuities at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2011 - Present
Lincoln Financial Group September 2008 - January 2011
Lincoln Financial Group June 2004 - September 2008
Education
The University of Connecticut School of Law 2001 — 2003
LL.M., Insurance Law
The University of Connecticut School of Law 1994 — 1998
JD, Law
University of Connecticut 1982 — 1986
BA, Political Science
Lincoln Financial Group January 2011 - Present
Lincoln Financial Group September 2008 - January 2011
Lincoln Financial Group June 2004 - September 2008
Education
The University of Connecticut School of Law 2001 — 2003
LL.M., Insurance Law
The University of Connecticut School of Law 1994 — 1998
JD, Law
University of Connecticut 1982 — 1986
BA, Political Science
Joseph Grieco's Lincoln Financial Group Experience November 1999 - March 2000
Job IT Director, Distributor Services, Business Analysis and QA Services
Industry Financial Services
Experience
Voya (ING) August 2009 - Present
ING February 2006 - August 2009
ING November 2000 - February 2006
Mattioda Associates March 2000 - November 2000
Lincoln Financial Group November 1999 - March 2000
Skills
Business Analysis, Business Requirements, Release Management, Quality Center, Insurance, Waterfall, Requirements Gathering, IT Management, Clarity, Team Building, Team Management, SDLC, Business Intelligence, Management, Requirements Analysis, Quality Assurance, Project Portfolio..., Vendor Management, Leadership, PMO, Business Process...
Education
Advanced Management Services, Inc 2011 — 2011
Critical Thinking and Problem Solving Skills
Advanced Management Services Inc 2008 — 2008
Requirements Management, Business Analysis
Advanced Management Services, Inc 2006 — 2006
Business Analysis: Collaboration for Success, Business Analysis Program
Fellow Life Management Institute 1988 — 1990
FLMI, Insurance industry program
The University of Connecticut School of Business 1983 — 1987
Bachelor Science in Business Administration, Mgmt and Human Resources
Voya (ING) August 2009 - Present
ING February 2006 - August 2009
ING November 2000 - February 2006
Mattioda Associates March 2000 - November 2000
Lincoln Financial Group November 1999 - March 2000
Skills
Business Analysis, Business Requirements, Release Management, Quality Center, Insurance, Waterfall, Requirements Gathering, IT Management, Clarity, Team Building, Team Management, SDLC, Business Intelligence, Management, Requirements Analysis, Quality Assurance, Project Portfolio..., Vendor Management, Leadership, PMO, Business Process...
Education
Advanced Management Services, Inc 2011 — 2011
Critical Thinking and Problem Solving Skills
Advanced Management Services Inc 2008 — 2008
Requirements Management, Business Analysis
Advanced Management Services, Inc 2006 — 2006
Business Analysis: Collaboration for Success, Business Analysis Program
Fellow Life Management Institute 1988 — 1990
FLMI, Insurance industry program
The University of Connecticut School of Business 1983 — 1987
Bachelor Science in Business Administration, Mgmt and Human Resources
Heather Dzielak's Lincoln Financial Group Experience 2008 - 2011
Job Head of Marketing, US Investment Services at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2013 - Present
T Rowe Price July 2012 - Present
Lincoln Financial Group 2008 - 2011
Lincoln Financial Group November 2006 - December 2008
Lincoln Financial Group 2004 - 2006
Lincoln Financial Group 2003 - 2006
ING Group 2003 - 2003
ING Group 2001 - 2003
ING Group 2001 - 2003
Aetna 1998 - 2000
Skills
Leadership, Strategic Planning, Integrated Marketing, Product Design, Mentoring
Education
The University of Connecticut School of Business 1986 — 1990
BS, Finance and Real Estate
T. Rowe Price April 2013 - Present
T Rowe Price July 2012 - Present
Lincoln Financial Group 2008 - 2011
Lincoln Financial Group November 2006 - December 2008
Lincoln Financial Group 2004 - 2006
Lincoln Financial Group 2003 - 2006
ING Group 2003 - 2003
ING Group 2001 - 2003
ING Group 2001 - 2003
Aetna 1998 - 2000
Skills
Leadership, Strategic Planning, Integrated Marketing, Product Design, Mentoring
Education
The University of Connecticut School of Business 1986 — 1990
BS, Finance and Real Estate
David Turci's Lincoln Financial Group Experience 2005 - 2011
Job Business Process Consultant at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group September 2011 - Present
Lincoln Financial Group 2005 - 2011
UnitedHealth Group 2000 - 2005
UnitedHealth Group 1995 - 2000
The Travelers 1985 - 1995
May Department Stores - G. Fox & Co. 1983 - 1985
Skills
Financial Analysis, Sarbanes-Oxley, Sarbanes-Oxley Act, SDLC, Waterfall, Vendor Management, Business Analysis, Process Improvement, Data Warehousing, Metrics, Business Objects, Release Management, Requirements Gathering, Business Requirements, Analysis, Business Process..., Business Process, Strategy
Education
The University of Connecticut School of Business
Bachelors, Business Management
The George Washington University 2007 — 2008
Associates Certificate in Project Management
UnitedHealth Group September 2011 - Present
Lincoln Financial Group 2005 - 2011
UnitedHealth Group 2000 - 2005
UnitedHealth Group 1995 - 2000
The Travelers 1985 - 1995
May Department Stores - G. Fox & Co. 1983 - 1985
Skills
Financial Analysis, Sarbanes-Oxley, Sarbanes-Oxley Act, SDLC, Waterfall, Vendor Management, Business Analysis, Process Improvement, Data Warehousing, Metrics, Business Objects, Release Management, Requirements Gathering, Business Requirements, Analysis, Business Process..., Business Process, Strategy
Education
The University of Connecticut School of Business
Bachelors, Business Management
The George Washington University 2007 — 2008
Associates Certificate in Project Management
Mike Litz's Lincoln Financial Group Experience July 2012 - January 2013
Job Sr. Consultant with Forsythe
Industry Information Technology and Services
Experience
Litz Business & Technology Solutions, Inc. November 2010 - Present
Forsythe January 2013 - Present
Lincoln Financial Group July 2012 - January 2013
Blue Cross Blue Shield of Nebraska November 2010 - July 2012
National Rural Electric Cooperative Association 2010 - 2010
Coventry Health Care July 2007 - July 2009
Mutual of Omaha June 2000 - June 2007
First Data Resources October 1994 - February 2000
CCC Information Services January 1992 - September 1994
US Bank June 1991 - December 1991
Skills
Team Building, Strategic Planning, Software Development, Program Management, Agile Methodologies, Budgets, Vendor Management, Business Analysis, Requirements Gathering, Cloud Computing, Scrum, Integration, Project Portfolio..., Governance, Process Improvement, Requirements Analysis, Data Center, PMP, Visio, Software Project..., Management, Project Management, Analysis, Risk Management, Leadership, Enterprise Architecture, Management Consulting, Enterprise Collaboration, Enterprise Governance, Package Implementations, Innovation, Manage Client..., Payment Card Processing, Health Insurance, Group Insurance, Financial Services, Financial Systems, Kanban, CA Clarity, Clarizen, Planview Enterprise, Salesforce.com, Internal Marketing, Saas, Disaster Recovery, vBlock, Vspex, Microsoft Project, SAP, SRM / SRDF
Education
The University of South Dakota 1979 — 1983
BS, Administration, Management
Institute of Computer Science 1983 — 1983
Certificate in Programming and Systems Analysis, Information Technology
Litz Business & Technology Solutions, Inc. November 2010 - Present
Forsythe January 2013 - Present
Lincoln Financial Group July 2012 - January 2013
Blue Cross Blue Shield of Nebraska November 2010 - July 2012
National Rural Electric Cooperative Association 2010 - 2010
Coventry Health Care July 2007 - July 2009
Mutual of Omaha June 2000 - June 2007
First Data Resources October 1994 - February 2000
CCC Information Services January 1992 - September 1994
US Bank June 1991 - December 1991
Skills
Team Building, Strategic Planning, Software Development, Program Management, Agile Methodologies, Budgets, Vendor Management, Business Analysis, Requirements Gathering, Cloud Computing, Scrum, Integration, Project Portfolio..., Governance, Process Improvement, Requirements Analysis, Data Center, PMP, Visio, Software Project..., Management, Project Management, Analysis, Risk Management, Leadership, Enterprise Architecture, Management Consulting, Enterprise Collaboration, Enterprise Governance, Package Implementations, Innovation, Manage Client..., Payment Card Processing, Health Insurance, Group Insurance, Financial Services, Financial Systems, Kanban, CA Clarity, Clarizen, Planview Enterprise, Salesforce.com, Internal Marketing, Saas, Disaster Recovery, vBlock, Vspex, Microsoft Project, SAP, SRM / SRDF
Education
The University of South Dakota 1979 — 1983
BS, Administration, Management
Institute of Computer Science 1983 — 1983
Certificate in Programming and Systems Analysis, Information Technology
Anita Nolte's Lincoln Financial Group Experience September 2005 - Present
Job Sales coordinator/Lincoln Financial
Industry Insurance
Experience
Lincoln Financial Group September 2005 - Present
Humana June 2004 - July 2005
assurant employee benefits June 2000 - May 2004
Skills
Insurance, Account Management, Disability Insurance, Sales, Relationship Management, Salesforce.com, Life Insurance, Sales Management, Selling, Employee Benefits
Education
University of Kansas 1994 — 1999
B.A in English
Lincoln Financial Group September 2005 - Present
Humana June 2004 - July 2005
assurant employee benefits June 2000 - May 2004
Skills
Insurance, Account Management, Disability Insurance, Sales, Relationship Management, Salesforce.com, Life Insurance, Sales Management, Selling, Employee Benefits
Education
University of Kansas 1994 — 1999
B.A in English
Jerry Danielson's Lincoln Financial Group Experience 1987 - Present
Job AVP Field Assurance Lincoln Financial Network
Industry Insurance
Experience
LFG January 2014 - Present
Lincoln Financial Group 1987 - Present
Mutual Security Life Insurance Company 1978 - 1987
Skills
AML, Internal Audit, Risk Assessment, Insurance, Compliance, Audit, Compliance Audits, Internal Controls, Auditing, COSO, Excel, Photography, Training, Strategic Financial..., FINRA, Securities, Risk Management, Securities Regulation
Education
The University of North Dakota School of Law 1975 — 1978
JD, Law
University of Minnesota-Twin Cities 1973 — 1975
BA, Political Science
LFG January 2014 - Present
Lincoln Financial Group 1987 - Present
Mutual Security Life Insurance Company 1978 - 1987
Skills
AML, Internal Audit, Risk Assessment, Insurance, Compliance, Audit, Compliance Audits, Internal Controls, Auditing, COSO, Excel, Photography, Training, Strategic Financial..., FINRA, Securities, Risk Management, Securities Regulation
Education
The University of North Dakota School of Law 1975 — 1978
JD, Law
University of Minnesota-Twin Cities 1973 — 1975
BA, Political Science
Eliot Swiger's Lincoln Financial Group Experience February 2010 - Present
Job Technical Support at Lincoln Financial Group
Industry Computer Software
Experience
Lincoln Financial Group February 2010 - Present
CSC March 2009 - March 2010
Sun Microsystems July 2005 - November 2008
Albright Consulting June 2003 - July 2005
International Business Machines October 2001 - June 2003
Belk Stores Services March 1990 - October 2001
Collins & Aikman January 1986 - March 1990
Mclean Trucking Company October 1985 - January 1986
General Dynamics July 1983 - October 1985
Skills
JES2, HSM, SMP/E, MVS, z/OS, VTAM, IBM Mainframe, Mainframe, Storage Management, Systems Programming, Storage, Operating Systems, Tape Libraries, OS/390, TSO, IBM Utilities, ISPF, RACF, SDSF, JCL, Hardware, Tape, VSAM, Disaster Recovery
Education
The Ohio State University 1979 — 1983
BS, Computer Science
Lincoln Financial Group February 2010 - Present
CSC March 2009 - March 2010
Sun Microsystems July 2005 - November 2008
Albright Consulting June 2003 - July 2005
International Business Machines October 2001 - June 2003
Belk Stores Services March 1990 - October 2001
Collins & Aikman January 1986 - March 1990
Mclean Trucking Company October 1985 - January 1986
General Dynamics July 1983 - October 1985
Skills
JES2, HSM, SMP/E, MVS, z/OS, VTAM, IBM Mainframe, Mainframe, Storage Management, Systems Programming, Storage, Operating Systems, Tape Libraries, OS/390, TSO, IBM Utilities, ISPF, RACF, SDSF, JCL, Hardware, Tape, VSAM, Disaster Recovery
Education
The Ohio State University 1979 — 1983
BS, Computer Science
Patricia (Connolly) Foulon's Lincoln Financial Group Experience July 2013 - Present
Job AVP at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2013 - Present
Merrill Lynch March 2006 - July 2013
Lazard Asset Management July 2000 - March 2006
JP Morgan Chase April 1998 - March 2000
Goldman Sachs June 1995 - April 1998
Skills
Equities, Analysis, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Series 7, Bloomberg, Mutual Funds, Investment Banking, Wealth Management, Financial Modeling, Business Intelligence, Business Analysis, Business Strategy, Project Management, Compliance, Financial Reporting, Reporting & Analysis, Executive Reporting, IT Project & Program..., MicroStrategy Reporting, Data Governance, Data Analysis, Portfolio Management
Education
The College of New Jersey
BS
Walden University
Master of Business Administration (MBA)
Lincoln Financial Group July 2013 - Present
Merrill Lynch March 2006 - July 2013
Lazard Asset Management July 2000 - March 2006
JP Morgan Chase April 1998 - March 2000
Goldman Sachs June 1995 - April 1998
Skills
Equities, Analysis, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Series 7, Bloomberg, Mutual Funds, Investment Banking, Wealth Management, Financial Modeling, Business Intelligence, Business Analysis, Business Strategy, Project Management, Compliance, Financial Reporting, Reporting & Analysis, Executive Reporting, IT Project & Program..., MicroStrategy Reporting, Data Governance, Data Analysis, Portfolio Management
Education
The College of New Jersey
BS
Walden University
Master of Business Administration (MBA)
Daniel Y. Herrmann, Jr.'s Lincoln Financial Group Experience September 2005 - November 2007
Job Group Sales Representative at Ameritas
Industry Insurance
Experience
Ameritas August 2015 - Present
Cigna July 2013 - February 2015
ING NORTH AMERICA INSURANCE CORPORATION September 2011 - November 2012
Prudential Financial November 2007 - September 2011
Lincoln Financial Group September 2005 - November 2007
MetLife January 2004 - September 2005
Skills
Insurance, Health Insurance, Life Insurance, Employee Benefits, Long-term Care, Disability Insurance, Brokers, FMLA, Critical Illness, Accident, Group Insurance, Sales Presentations, Long Term Care Insurance, Term Life Insurance, Underwriting, Sales, Health Savings Accounts, Account Management, 401k
Education
University of Kansas 1999 — 2003
BGS, English
Ameritas August 2015 - Present
Cigna July 2013 - February 2015
ING NORTH AMERICA INSURANCE CORPORATION September 2011 - November 2012
Prudential Financial November 2007 - September 2011
Lincoln Financial Group September 2005 - November 2007
MetLife January 2004 - September 2005
Skills
Insurance, Health Insurance, Life Insurance, Employee Benefits, Long-term Care, Disability Insurance, Brokers, FMLA, Critical Illness, Accident, Group Insurance, Sales Presentations, Long Term Care Insurance, Term Life Insurance, Underwriting, Sales, Health Savings Accounts, Account Management, 401k
Education
University of Kansas 1999 — 2003
BGS, English
Karl Purvis's Lincoln Financial Group Experience October 1996 - January 2000
Job Professional Realtor at Keller Williams Legacy Partners, INC.
Industry Real Estate
Experience
Keller Williams Legacy Partners, INC. January 2010 - Present
Reece and Nichols January 2008 - January 2010
Lincoln Financial Group October 1996 - January 2000
Skills
Buyer Representation, First Time Home Buyers, Sellers, Short Sales, New Home Sales, Listings, Relocation, Foreclosures, Single Family Homes, REO, Referrals, Condos, Investment Properties, Real Estate, Investors
Education
The American College
The University of Texas at San Antonio
Keller Williams Legacy Partners, INC. January 2010 - Present
Reece and Nichols January 2008 - January 2010
Lincoln Financial Group October 1996 - January 2000
Skills
Buyer Representation, First Time Home Buyers, Sellers, Short Sales, New Home Sales, Listings, Relocation, Foreclosures, Single Family Homes, REO, Referrals, Condos, Investment Properties, Real Estate, Investors
Education
The American College
The University of Texas at San Antonio
Loy Fisel, CLU, ChFC, CLF's Lincoln Financial Group Experience 1983 - 2008
Job Contractor at Open Systems Technologies
Industry Financial Services
Experience
Open Systems Technologies March 2008 - Present
Lincoln Financial Group 1983 - 2008
Lincoln National Corporation 1983 - 2008
Lincoln National Life 1982 - 2008
Lincoln Financial 1982 - 2008
Lincoln Re 1998 - 2001
Lincoln Reinsurance 1996 - 2000
Skills
Retirement, Insurance, Retirement Planning, Fixed Annuities, Mutual Funds, Series 7, Quality Assurance, Relationship Management, Risk Management, Life Insurance, Financial Services, Employee Benefits, Securities, Requirements Gathering, SDLC, Business Analysis, Vendor Management, Business Requirements
Education
University of Indianapolis 1964 — 1969
BS, Business Administration
The American College
CLU, ChFC, CLF
Open Systems Technologies March 2008 - Present
Lincoln Financial Group 1983 - 2008
Lincoln National Corporation 1983 - 2008
Lincoln National Life 1982 - 2008
Lincoln Financial 1982 - 2008
Lincoln Re 1998 - 2001
Lincoln Reinsurance 1996 - 2000
Skills
Retirement, Insurance, Retirement Planning, Fixed Annuities, Mutual Funds, Series 7, Quality Assurance, Relationship Management, Risk Management, Life Insurance, Financial Services, Employee Benefits, Securities, Requirements Gathering, SDLC, Business Analysis, Vendor Management, Business Requirements
Education
University of Indianapolis 1964 — 1969
BS, Business Administration
The American College
CLU, ChFC, CLF
John Grabish, CLU ChFC's Lincoln Financial Group Experience February 2012 - Present
Job Business Development Wholesaler at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2012 - Present
Financial Independence Group January 2011 - February 2012
ING U.S. June 2004 - December 2010
Nationwide Insurance September 2001 - May 2004
Skills
Retirement, Fixed Annuities, Business Development, 401k, Retirement Planning, Series 63, Series 7, Mutual Funds, Alternative Investments, Wealth Management, Series 6, Investments, FINRA, Series 65, Variable Annuities, IRAs, Life Insurance, Insurance, Financial Planning
Education
The American College
CLU ChFC
University of Scranton
BS, Finance
Lincoln Financial Group February 2012 - Present
Financial Independence Group January 2011 - February 2012
ING U.S. June 2004 - December 2010
Nationwide Insurance September 2001 - May 2004
Skills
Retirement, Fixed Annuities, Business Development, 401k, Retirement Planning, Series 63, Series 7, Mutual Funds, Alternative Investments, Wealth Management, Series 6, Investments, FINRA, Series 65, Variable Annuities, IRAs, Life Insurance, Insurance, Financial Planning
Education
The American College
CLU ChFC
University of Scranton
BS, Finance
Emilie Key's Lincoln Financial Group Experience April 2015 - Present
Job Lincoln Small Business Marketing Representative
Industry Insurance
Experience
Lincoln Financial Group April 2015 - Present
Applied Underwriters June 2007 - April 2015
Applied Underwriters August 2005 - May 2007
Applied Underwriters January 2005 - July 2005
Skills
Workers Compensation, Leadership, Coaching, Sales Management, Sales Presentations, Account Management, Team Building, Sales, Insurance, Cold Calling, Marketing, Training, Business Development, New Business Development
Education
The University of Kansas 2000 — 2004
Bachelor of Arts, Psychology
Lincoln Financial Group April 2015 - Present
Applied Underwriters June 2007 - April 2015
Applied Underwriters August 2005 - May 2007
Applied Underwriters January 2005 - July 2005
Skills
Workers Compensation, Leadership, Coaching, Sales Management, Sales Presentations, Account Management, Team Building, Sales, Insurance, Cold Calling, Marketing, Training, Business Development, New Business Development
Education
The University of Kansas 2000 — 2004
Bachelor of Arts, Psychology
Deb Wortman's Lincoln Financial Group Experience 1996 - Present
Job Project Manager at Lincoln Financial Insurance Company
Industry Insurance
Experience
Lincoln Financial Group 1996 - Present
Skills
SDLC, Requirements Gathering, Business Analysis, Visio, PMP, Project Portfolio..., Vendor Management, Business Requirements, Requirements Analysis, User Acceptance Testing, Software Project..., Insurance, Employee Benefits, Process Improvement, Risk Management
Education
The George Washington University 2004 — 2011
Project Management
Omaha College of Health Careers
Medical Assistant, Health Science
Lincoln Financial Group 1996 - Present
Skills
SDLC, Requirements Gathering, Business Analysis, Visio, PMP, Project Portfolio..., Vendor Management, Business Requirements, Requirements Analysis, User Acceptance Testing, Software Project..., Insurance, Employee Benefits, Process Improvement, Risk Management
Education
The George Washington University 2004 — 2011
Project Management
Omaha College of Health Careers
Medical Assistant, Health Science
Dante Oriente's Lincoln Financial Group Experience June 2012 - June 2015
Job Wealth Planning Analyst at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management July 2015 - Present
Lincoln Financial Group June 2012 - June 2015
The United States Department of Commerce May 2011 - August 2011
DVYAA Annual Little League Baseball July 2009 - August 2011
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), International Business
UBS Wealth Management July 2015 - Present
Lincoln Financial Group June 2012 - June 2015
The United States Department of Commerce May 2011 - August 2011
DVYAA Annual Little League Baseball July 2009 - August 2011
Education
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), International Business
Jon Forbes's Lincoln Financial Group Experience June 1992 - February 1993
Job Divisonal Vice President at Nationwide Mutual
Industry Insurance
Experience
Nationwide Mutual September 2005 - Present
Lincoln Financial Group June 1992 - February 1993
Skills
Customer Service, Microsoft Office, Microsoft Excel, Property & Casualty..., Risk Management, Project Management, Business Analysis, Health Insurance, Underwriting, Microsoft Word, Commercial Insurance
Education
The American College 2008 — 2009
Masters In Managment
The Ohio State University 1987 — 1992
Financial Managment and Resource Management
Nationwide Mutual September 2005 - Present
Lincoln Financial Group June 1992 - February 1993
Skills
Customer Service, Microsoft Office, Microsoft Excel, Property & Casualty..., Risk Management, Project Management, Business Analysis, Health Insurance, Underwriting, Microsoft Word, Commercial Insurance
Education
The American College 2008 — 2009
Masters In Managment
The Ohio State University 1987 — 1992
Financial Managment and Resource Management
Heather McCollough's Lincoln Financial Group Experience February 2014 - Present
Job Business Analyst at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group February 2014 - Present
reNew Jersey Stronger May 2013 - 2014
Xerox 2012 - March 2013
ACS 2005 - 2012
Mellon HR Solutions 2002 - 2005
PricewaterhouseCoopers 1998 - 2002
Coopers & Lybrand 1992 - 1998
Skills
Vendor Management, Business Analysis, User Acceptance Testing, SQL, Process Improvement, Business Process..., Business Requirements, Requirements Analysis, Outsourcing
Education
The Ohio State University 1990 — 1992
BA, Mathematics
Lincoln Financial Group February 2014 - Present
reNew Jersey Stronger May 2013 - 2014
Xerox 2012 - March 2013
ACS 2005 - 2012
Mellon HR Solutions 2002 - 2005
PricewaterhouseCoopers 1998 - 2002
Coopers & Lybrand 1992 - 1998
Skills
Vendor Management, Business Analysis, User Acceptance Testing, SQL, Process Improvement, Business Process..., Business Requirements, Requirements Analysis, Outsourcing
Education
The Ohio State University 1990 — 1992
BA, Mathematics
Ellen (Finnegan) Abbey's Lincoln Financial Group Experience September 2013 - Present
Job Senior Underwriter at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group September 2013 - Present
Metlife October 2006 - September 2013
HealthPlan Services June 2005 - October 2006
Medco Health Solutions September 1993 - June 2005
Skills
Life Insurance, Term Life Insurance, FALU, FLMI, ACS, Medical Underwriting, Customer Service, Health Insurance, Whole Life, Universal Life, Group Insurance, Underwriting
Education
The American College
Lincoln Financial Group September 2013 - Present
Metlife October 2006 - September 2013
HealthPlan Services June 2005 - October 2006
Medco Health Solutions September 1993 - June 2005
Skills
Life Insurance, Term Life Insurance, FALU, FLMI, ACS, Medical Underwriting, Customer Service, Health Insurance, Whole Life, Universal Life, Group Insurance, Underwriting
Education
The American College
Bryan McFarlane's Lincoln Financial Group Experience July 2007 - Present
Job Group Sales at MGIS Companies
Industry Insurance
Experience
The MGIS Companies, Inc. July 2015 - Present
Lincoln Financial Group July 2007 - Present
Education
The University of Kansas 1987 — 1991
Liberal Arts and Sciences/Liberal Studies
The MGIS Companies, Inc. July 2015 - Present
Lincoln Financial Group July 2007 - Present
Education
The University of Kansas 1987 — 1991
Liberal Arts and Sciences/Liberal Studies
Jen McCubrey's Lincoln Financial Group Experience August 1996 - Present
Job IT\QA Sr. Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 1996 - Present
Skills
Business Analysis, SDLC, Process Improvement, Visio, Requirements Analysis, Vendor Management, Enterprise Architecture, SharePoint, Requirements Gathering, Quality Assurance..., IT Strategy, Software Project..., Disaster Recovery, PMP, Agile Methodologies
Education
Southern New Hampshire University 2014 — 2015
Pending Graduate Certificate in Cyber Security
The University of Connecticut School of Business 1991 — 1995
BS, MIS
Lincoln Financial Group August 1996 - Present
Skills
Business Analysis, SDLC, Process Improvement, Visio, Requirements Analysis, Vendor Management, Enterprise Architecture, SharePoint, Requirements Gathering, Quality Assurance..., IT Strategy, Software Project..., Disaster Recovery, PMP, Agile Methodologies
Education
Southern New Hampshire University 2014 — 2015
Pending Graduate Certificate in Cyber Security
The University of Connecticut School of Business 1991 — 1995
BS, MIS
Dieter Lawson's Lincoln Financial Group Experience April 2008 - Present
Job Manager of Financial Services at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2008 - Present
Enterprise Rent-A-Car August 2005 - March 2008
Watson Publications & Promotions February 2004 - August 2004
Education
The Defiance College 1998 — 2002
BS, Sports Management
Lincoln Financial Group April 2008 - Present
Enterprise Rent-A-Car August 2005 - March 2008
Watson Publications & Promotions February 2004 - August 2004
Education
The Defiance College 1998 — 2002
BS, Sports Management
James Zinser's Lincoln Financial Group Experience May 2009 - June 2014
Job Account Executive at AIG
Industry Insurance
Experience
AIG June 2014 - Present
Lincoln Financial Group May 2009 - June 2014
Mutual of Omaha March 2004 - May 2009
Canada Life January 1997 - February 2004
United Health Care January 1996 - January 1997
New York Life Insurance Company January 1980 - December 1996
Skills
Insurance, Benefits, Consultative Selling, Negotiation, Employee Benefits, Dental, Worksite sales, Dentistry, Selling, Brokers, Healthcare, Disability Insurance, Sales, Health Insurance, Strategic Planning, Term Life Insurance, Long-term Care, Health Savings Accounts, Life Insurance, Underwriting
Education
The Ohio State University 1975 — 1979
Bachelor of Science, Business Administration and Management, General
AIG June 2014 - Present
Lincoln Financial Group May 2009 - June 2014
Mutual of Omaha March 2004 - May 2009
Canada Life January 1997 - February 2004
United Health Care January 1996 - January 1997
New York Life Insurance Company January 1980 - December 1996
Skills
Insurance, Benefits, Consultative Selling, Negotiation, Employee Benefits, Dental, Worksite sales, Dentistry, Selling, Brokers, Healthcare, Disability Insurance, Sales, Health Insurance, Strategic Planning, Term Life Insurance, Long-term Care, Health Savings Accounts, Life Insurance, Underwriting
Education
The Ohio State University 1975 — 1979
Bachelor of Science, Business Administration and Management, General
Emily Gleason's Lincoln Financial Group Experience 2004 - 2005
Job Attorney at Central States Funds
Industry Law Practice
Experience
Central States Funds AssociateKopon Airdo, LLCMay 2009 - April 2012
The Northern Trust Company 2005 - 2006
Lincoln Financial Group 2004 - 2005
Education
The John Marshall Law School 2006 — 2009
Doctor of Law (J.D.) magna cum laude
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Arts (BA), Economics
Central States Funds AssociateKopon Airdo, LLCMay 2009 - April 2012
The Northern Trust Company 2005 - 2006
Lincoln Financial Group 2004 - 2005
Education
The John Marshall Law School 2006 — 2009
Doctor of Law (J.D.) magna cum laude
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Arts (BA), Economics
David Mattinson's Lincoln Financial Group Experience February 2008 - June 2009
Job Director, US Retail Annuity Controller at MetLife
Industry Insurance
Experience
MetLife September 2014 - Present
Independent Business Consulting & Coaching 2010 - Present
The Church at Edgefield November 2010 - August 2014
Lincoln Financial Group February 2008 - June 2009
Jefferson Pilot Financial January 2000 - December 2006
Jefferson Pilot Financial July 1996 - January 2000
Alexander Hamilton Life Insurance Company March 1991 - July 1996
The Credit Life Insurance Company June 1979 - March 1991
Skills
Financial Analysis, Mergers, Customer Relations, Start-ups, Cross-functional Team..., Project Execution, Financial Planning, Strategy Development, Insurance, Strategic Financial...
Education
The Ohio State University Fisher College of Business 1975 — 1979
Bachelor of Science, Accounting
MetLife September 2014 - Present
Independent Business Consulting & Coaching 2010 - Present
The Church at Edgefield November 2010 - August 2014
Lincoln Financial Group February 2008 - June 2009
Jefferson Pilot Financial January 2000 - December 2006
Jefferson Pilot Financial July 1996 - January 2000
Alexander Hamilton Life Insurance Company March 1991 - July 1996
The Credit Life Insurance Company June 1979 - March 1991
Skills
Financial Analysis, Mergers, Customer Relations, Start-ups, Cross-functional Team..., Project Execution, Financial Planning, Strategy Development, Insurance, Strategic Financial...
Education
The Ohio State University Fisher College of Business 1975 — 1979
Bachelor of Science, Accounting
Art Henry's Lincoln Financial Group Experience August 2014 - Present
Job Application Developer at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2014 - Present
Budda Rowe Group February 2013 - Present
Christ Lutheran Church 2014 - 2014
MetLife 2011 - October 2012
Metropolitan Life Insurance Company February 2004 - February 2011
ecta/Navisys 1997 - 2003
Skills
Team Leadership, VPMS Modelling, Mentor, Teacher,..., Software Development, Full Software Lifecycle, Technical design, System Testing, Software Documentation, Problem Solving, Technical Design, SDLC, Process Improvement, Requirements Analysis, Program Management, Testing, Access
Education
Philadelphia Musical Academy 1969 — 1974
Bachelor's Degree Education, Bachelors Degree Music
The American College
Lincoln Financial Group August 2014 - Present
Budda Rowe Group February 2013 - Present
Christ Lutheran Church 2014 - 2014
MetLife 2011 - October 2012
Metropolitan Life Insurance Company February 2004 - February 2011
ecta/Navisys 1997 - 2003
Skills
Team Leadership, VPMS Modelling, Mentor, Teacher,..., Software Development, Full Software Lifecycle, Technical design, System Testing, Software Documentation, Problem Solving, Technical Design, SDLC, Process Improvement, Requirements Analysis, Program Management, Testing, Access
Education
Philadelphia Musical Academy 1969 — 1974
Bachelor's Degree Education, Bachelors Degree Music
The American College
Adam F. Scher, ChFC®, CLU®, ALMI's Lincoln Financial Group Experience August 2015 - Present
Job Specialist, Annuity Financial Planning & Analysis at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2015 - Present
Lincoln Financial Group January 2011 - August 2015
U.S. Bancorp Fund Services, LLC October 2009 - October 2010
Northwestern Mutual August 2009 - October 2009
Medical College of Wisconsin August 2006 - May 2009
Medical College of Wisconsin June 2006 - August 2006
Skills
Mutual Funds, Finance, Software Documentation, Financial Analysis, Employee Benefits, Microsoft Excel, Customer Service, PowerPoint, Research, Microsoft Word, Microsoft Office, Investments, Access, Strategic Planning, Outlook, Insurance, Analysis, Data Analysis
Education
The American College 2013 — 2014
Chartered Life Underwriter®
FINRA 2013 — 2013
Series 6 (Investment Company Products/Variable Contracts Representative)
FINRA 2013 — 2013
Series 63 (Uniform Securities Agent State Law)
ALMI 2011 — 2012
Associate, Life Management Institute, Associate, Life Management Institute through LOMA
University of Wisconsin-Milwaukee - Lubar School of Business 2005 — 2009
BBA, Finance
Marquette University High School 2001 — 2005
High School Diploma, General Studies
Lincoln Financial Group August 2015 - Present
Lincoln Financial Group January 2011 - August 2015
U.S. Bancorp Fund Services, LLC October 2009 - October 2010
Northwestern Mutual August 2009 - October 2009
Medical College of Wisconsin August 2006 - May 2009
Medical College of Wisconsin June 2006 - August 2006
Skills
Mutual Funds, Finance, Software Documentation, Financial Analysis, Employee Benefits, Microsoft Excel, Customer Service, PowerPoint, Research, Microsoft Word, Microsoft Office, Investments, Access, Strategic Planning, Outlook, Insurance, Analysis, Data Analysis
Education
The American College 2013 — 2014
Chartered Life Underwriter®
FINRA 2013 — 2013
Series 6 (Investment Company Products/Variable Contracts Representative)
FINRA 2013 — 2013
Series 63 (Uniform Securities Agent State Law)
ALMI 2011 — 2012
Associate, Life Management Institute, Associate, Life Management Institute through LOMA
University of Wisconsin-Milwaukee - Lubar School of Business 2005 — 2009
BBA, Finance
Marquette University High School 2001 — 2005
High School Diploma, General Studies
Eric Varnado's Lincoln Financial Group Experience June 2008 - December 2009
Job Regional Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial February 2010 - Present
Lincoln Financial Group June 2008 - December 2009
Merrill Lynch 2006 - 2008
AIM Systems, Inc. 2003 - 2006
AIM Systems, Inc. 2000 - 2003
AIM Systems, Inc. 1997 - 2000
Education
The University of Georgia 1992 — 1996
Bachelor of Business Administration (BBA), Finance
TIME Financial February 2010 - Present
Lincoln Financial Group June 2008 - December 2009
Merrill Lynch 2006 - 2008
AIM Systems, Inc. 2003 - 2006
AIM Systems, Inc. 2000 - 2003
AIM Systems, Inc. 1997 - 2000
Education
The University of Georgia 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Lannon Foley's Lincoln Financial Group Experience May 2014 - Present
Job Consultant, Human Resources Analytics at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2014 - Present
Education
Villanova University 2004 — 2008
Bachelor's Degree
London School of Economics and Political Science, U. of London 2006 — 2006
Lincoln Financial Group May 2014 - Present
Education
Villanova University 2004 — 2008
Bachelor's Degree
London School of Economics and Political Science, U. of London 2006 — 2006
Jonathan Nwiloh Jr.'s Lincoln Financial Group Experience February 2013 - July 2013
Job J.D. Candidate at Mercer University Walter F. George School of Law
Industry Legal Services
Experience
Office of the Fulton County District Attorney May 2015 - July 2015
Office of the Fulton County District Attorney May 2014 - August 2014
Lincoln Financial Group February 2013 - July 2013
Western & Southern Financial Group October 2012 - February 2013
Goodguides, Goodwill of North Georgia October 2010 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Business, Economics, Insurance, Risk Management, Social Media, Legal Research, Legal Writing
Education
Mercer University - Walter F. George School of Law 2013 — 2016
Doctor of Law (J.D.)
The University of Georgia 2007 — 2011
Bachelor of Arts (B.A.), Economics
George Walton Academy 2000 — 2007
Office of the Fulton County District Attorney May 2015 - July 2015
Office of the Fulton County District Attorney May 2014 - August 2014
Lincoln Financial Group February 2013 - July 2013
Western & Southern Financial Group October 2012 - February 2013
Goodguides, Goodwill of North Georgia October 2010 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Business, Economics, Insurance, Risk Management, Social Media, Legal Research, Legal Writing
Education
Mercer University - Walter F. George School of Law 2013 — 2016
Doctor of Law (J.D.)
The University of Georgia 2007 — 2011
Bachelor of Arts (B.A.), Economics
George Walton Academy 2000 — 2007
Alfredo Magdalera's Lincoln Financial Group Experience July 2014 - Present
Job Producer at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2014 - Present
5 Star Life Insurance Company/AFBA, Alexandria, VA. July 2013 - Present
Transamerica Life Insurance Company July 2013 - Present
Western Reserve Life Insurance Company of Ohio July 2013 - Present
Western Pacific Insurance Sales & Marketing Group, Inc. April 2013 - Present
Individual Assurance Company, Life, Health & Accident February 1995 - May 2012
US Naval Facility, Subic Bay 1969 - 1992
Skills
Management, Sales Management, Insurance, Life Insurance, Underwriting, Marketing, Sales, Customer Service, Brokers, Disability Insurance, New Business Development, Strategic Planning
Education
The American College 1997 — 1999
Life Underwriter Training Council Fellow, Life & Health Insurance, Passing
University of the Philippines 1955 — 1958
Bachelor of Arts, Journalism, Flat 2.0
Lincoln Financial Group July 2014 - Present
5 Star Life Insurance Company/AFBA, Alexandria, VA. July 2013 - Present
Transamerica Life Insurance Company July 2013 - Present
Western Reserve Life Insurance Company of Ohio July 2013 - Present
Western Pacific Insurance Sales & Marketing Group, Inc. April 2013 - Present
Individual Assurance Company, Life, Health & Accident February 1995 - May 2012
US Naval Facility, Subic Bay 1969 - 1992
Skills
Management, Sales Management, Insurance, Life Insurance, Underwriting, Marketing, Sales, Customer Service, Brokers, Disability Insurance, New Business Development, Strategic Planning
Education
The American College 1997 — 1999
Life Underwriter Training Council Fellow, Life & Health Insurance, Passing
University of the Philippines 1955 — 1958
Bachelor of Arts, Journalism, Flat 2.0
Stephanie Holm's Lincoln Financial Group Experience February 2014 - December 2014
Job Community Programs Specialist at Douglas County Nebraska
Industry Legal Services
Experience
Douglas County Nebraska February 2015 - Present
Lincoln Financial Group February 2014 - December 2014
Lockton Companies November 2012 - January 2014
Leawood Police Department July 2009 - February 2012
Roeland Park Police Department August 2003 - June 2009
Skills
Interrogation, Enforcement, Police, Criminal Investigations, Criminal Justice, Patrol, Crime Prevention, Private Investigations, Evidence, Firearms, Public Safety, Surveillance, Emergency Management, Community Policing, Investigation, Paralegals, Legal Research, Legal Writing, Legal Documents, Legal Assistance, Interviews, Background Checks, Criminology, Corporate Security, Investigative Research, Risk Assessment, Intelligence Analysis, Internal Investigations, Security Management, Crisis Management, Litigation, Fraud, Security Operations, Policy, Government, Protection, Tactics, NIMS, Law Enforcement..., Force Protection, Cybercrime
Education
Johnson County Community College 2011 — 2013
Paralegal Certificate, Legal Studies, 4.0 GPA
The University of Kansas 1999 — 2003
B.A., Criminology
Central High School
Douglas County Nebraska February 2015 - Present
Lincoln Financial Group February 2014 - December 2014
Lockton Companies November 2012 - January 2014
Leawood Police Department July 2009 - February 2012
Roeland Park Police Department August 2003 - June 2009
Skills
Interrogation, Enforcement, Police, Criminal Investigations, Criminal Justice, Patrol, Crime Prevention, Private Investigations, Evidence, Firearms, Public Safety, Surveillance, Emergency Management, Community Policing, Investigation, Paralegals, Legal Research, Legal Writing, Legal Documents, Legal Assistance, Interviews, Background Checks, Criminology, Corporate Security, Investigative Research, Risk Assessment, Intelligence Analysis, Internal Investigations, Security Management, Crisis Management, Litigation, Fraud, Security Operations, Policy, Government, Protection, Tactics, NIMS, Law Enforcement..., Force Protection, Cybercrime
Education
Johnson County Community College 2011 — 2013
Paralegal Certificate, Legal Studies, 4.0 GPA
The University of Kansas 1999 — 2003
B.A., Criminology
Central High School
Kathy Phillips's Lincoln Financial Group Experience October 2012 - Present
Job Senior Account Director at Lincoln Financial Group
Industry Insurance
Experience
Vano Crane & Equipment June 2014 - Present
Lincoln Financial Group October 2012 - Present
Lincoln Financial Group July 1996 - October 2012
Third Party Administrators, Inc. January 1995 - July 1996
Burns & Johnson, LLP June 1993 - December 1994
Skills
Disability Insurance, Employee Benefits, Health Insurance, Insurance, Group Insurance, Life Insurance, Term Life Insurance, Underwriting, Critical Illness, COBRA, Accident, Whole Life, Universal Life, Claim, Benefits Administration, Medicare, Commercial Insurance, Retirement Planning, Long Term Care Insurance, Retirement, Customer Retention, Property & Casualty..., Reinsurance, Account Management, Workers Compensation, Health Savings Accounts
Education
The University of Dallas 1989 — 1993
BA, Philosophy
Little Cypress Mauriceville High School 1986 — 1989
International Foundation of Employee Benefit Plans and The Wharton School
CEBS
The American College
CLU
Vano Crane & Equipment June 2014 - Present
Lincoln Financial Group October 2012 - Present
Lincoln Financial Group July 1996 - October 2012
Third Party Administrators, Inc. January 1995 - July 1996
Burns & Johnson, LLP June 1993 - December 1994
Skills
Disability Insurance, Employee Benefits, Health Insurance, Insurance, Group Insurance, Life Insurance, Term Life Insurance, Underwriting, Critical Illness, COBRA, Accident, Whole Life, Universal Life, Claim, Benefits Administration, Medicare, Commercial Insurance, Retirement Planning, Long Term Care Insurance, Retirement, Customer Retention, Property & Casualty..., Reinsurance, Account Management, Workers Compensation, Health Savings Accounts
Education
The University of Dallas 1989 — 1993
BA, Philosophy
Little Cypress Mauriceville High School 1986 — 1989
International Foundation of Employee Benefit Plans and The Wharton School
CEBS
The American College
CLU
Giancarlo Casella's Lincoln Financial Group Experience May 2013 - June 2014
Job Strategy & Operations Research Analyst
Industry Management Consulting
Experience
Morgan Stanley June 2014 - August 2014
Lincoln Financial Group May 2013 - June 2014
Johns Hopkins University March 2013 - June 2014
Skills
Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Photoshop, Access, Microsoft Office, Financial Analysis, Financial Accounting, Financial Statements, Quantitative Research, Market Research, Finance, Research, Public Speaking, Analysis
Education
The Johns Hopkins University 2011 — 2015
Economics/Financial Economics, Department of Economics
Morgan Stanley June 2014 - August 2014
Lincoln Financial Group May 2013 - June 2014
Johns Hopkins University March 2013 - June 2014
Skills
Microsoft Excel, Data Analysis, PowerPoint, Microsoft Word, Photoshop, Access, Microsoft Office, Financial Analysis, Financial Accounting, Financial Statements, Quantitative Research, Market Research, Finance, Research, Public Speaking, Analysis
Education
The Johns Hopkins University 2011 — 2015
Economics/Financial Economics, Department of Economics
Marcia Fried's Lincoln Financial Group Experience November 2002 - May 2011
Job Project Manager Consultant at Omaha Police Department
Industry Financial Services
Experience
Omaha Police Department 2012 - Present
Semi-retired Project Manager May 2011 - October 2011
Lincoln Financial Group November 2002 - May 2011
Skills
Business Analysis, PMP, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Vendor Management, Visio
Education
The George Washington University
Master's degree
Omaha Police Department 2012 - Present
Semi-retired Project Manager May 2011 - October 2011
Lincoln Financial Group November 2002 - May 2011
Skills
Business Analysis, PMP, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Vendor Management, Visio
Education
The George Washington University
Master's degree
Carla Ragole's Lincoln Financial Group Experience May 2010 - Present
Job Life Benefits Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2010 - Present
Education
The University of South Dakota 2001 — 2005
Bachelors, Business Administration
Marian High School 1997 — 2001
Lincoln Financial Group May 2010 - Present
Education
The University of South Dakota 2001 — 2005
Bachelors, Business Administration
Marian High School 1997 — 2001
Judith Kulakofsky's Lincoln Financial Group Experience 1998 - 2003
Job Administrative and Clinical Research Coordinator at University of Connecticut Health Center
Industry Hospital & Health Care
Experience
University of Connecticut Health Center March 2007 - Present
Lincoln Financial Group 1998 - 2003
Skills
Grant Writing, Healthcare, Program Development, Microsoft Office, Research, Nonprofits, Clinical Research, Community Outreach, Program Evaluation, Event Planning, Microsoft Word, Grants, PowerPoint, Public Speaking, Fundraising, Customer Service, Management, Strategic Planning
Education
Central Connecticut State University 2015 — 2018
Master's Degree, Marriage and Family Therapy/Counseling
Hartford Family Institute 2013 — 2016
http://www.hartfordfamilyinstitute.com, Body Centered Psychotherapy and Subtle Energy Healing
The George Washington University
Bachelor of Arts (B.A.), Education and Human Development
Warde/Ludlowe
University of Connecticut Health Center March 2007 - Present
Lincoln Financial Group 1998 - 2003
Skills
Grant Writing, Healthcare, Program Development, Microsoft Office, Research, Nonprofits, Clinical Research, Community Outreach, Program Evaluation, Event Planning, Microsoft Word, Grants, PowerPoint, Public Speaking, Fundraising, Customer Service, Management, Strategic Planning
Education
Central Connecticut State University 2015 — 2018
Master's Degree, Marriage and Family Therapy/Counseling
Hartford Family Institute 2013 — 2016
http://www.hartfordfamilyinstitute.com, Body Centered Psychotherapy and Subtle Energy Healing
The George Washington University
Bachelor of Arts (B.A.), Education and Human Development
Warde/Ludlowe
Pallavi Agarwal, CPA's Lincoln Financial Group Experience January 2010 - July 2011
Job VP, Manager; Finance Risk Management at Bank of America
Industry Banking
Experience
Bank of America March 2014 - Present
Bank of America July 2011 - February 2014
Lincoln Financial Group January 2010 - July 2011
RMIC October 2007 - January 2010
Madhukar Garg & Co. August 2001 - September 2006
Education
The Institute of Chartered Accountants of India
CA, Accounting
Rajasthan University
Bachelors in Commerce, Accounting
Bank of America March 2014 - Present
Bank of America July 2011 - February 2014
Lincoln Financial Group January 2010 - July 2011
RMIC October 2007 - January 2010
Madhukar Garg & Co. August 2001 - September 2006
Education
The Institute of Chartered Accountants of India
CA, Accounting
Rajasthan University
Bachelors in Commerce, Accounting
Billy Crosby's Lincoln Financial Group Experience March 2008 - Present
Job Marketing Representative at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2008 - Present
Capstone Financial Partners January 2006 - March 2008
Skills
Insurance, Disability Insurance, Life Insurance, Critical Illness, Accident Insurance, Dental Insurance, Vision Insurance, Enrollment Management, Term Life Insurance, Underwriting, Health Insurance, Employee Benefits, Retirement Planning, Marketing, Sales, Customer Service, Leadership, Fixed Annuities, Management
Education
The University of Georgia 2001 — 2006
Financial Planning
Lincoln Financial Group March 2008 - Present
Capstone Financial Partners January 2006 - March 2008
Skills
Insurance, Disability Insurance, Life Insurance, Critical Illness, Accident Insurance, Dental Insurance, Vision Insurance, Enrollment Management, Term Life Insurance, Underwriting, Health Insurance, Employee Benefits, Retirement Planning, Marketing, Sales, Customer Service, Leadership, Fixed Annuities, Management
Education
The University of Georgia 2001 — 2006
Financial Planning
David Bauer, CLU, ChFC's Lincoln Financial Group Experience February 1998 - September 1999
Job Advanced Sales Director at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services October 1999 - Present
Lincoln Financial Group February 1998 - September 1999
Insurance Partners Southwest October 1993 - February 1998
Skills
Estate Planning, Succession Planning, Wealth Transfer Planning, Insurance Planning, Retirement Planning, Life Insurance, Fixed Annuities, Financial Planning, Disability Insurance, Term Life Insurance, Insurance, Long-term Care, Retirement, Underwriting
Education
The American College
Chartered Life Underwriter, CLU & Chartered Financial Consultant, ChFC
Crump Life Insurance Services October 1999 - Present
Lincoln Financial Group February 1998 - September 1999
Insurance Partners Southwest October 1993 - February 1998
Skills
Estate Planning, Succession Planning, Wealth Transfer Planning, Insurance Planning, Retirement Planning, Life Insurance, Fixed Annuities, Financial Planning, Disability Insurance, Term Life Insurance, Insurance, Long-term Care, Retirement, Underwriting
Education
The American College
Chartered Life Underwriter, CLU & Chartered Financial Consultant, ChFC
Adam Sever's Lincoln Financial Group Experience April 2011 - July 2011
Job Utilities Professional
Industry Utilities
Experience
Lincoln Financial Group April 2011 - July 2011
American Electric Power 2011 - 2011
Skills
Microsoft Office, Positive Team Player, Dependable Team Player, Microsoft Excel, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Lincoln Financial Group April 2011 - July 2011
American Electric Power 2011 - 2011
Skills
Microsoft Office, Positive Team Player, Dependable Team Player, Microsoft Excel, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Lori Bickler's Lincoln Financial Group Experience June 2014 - Present
Job Consultant Project Manager at Lincoln Financial Group
Industry Architecture & Planning
Experience
Lincoln Financial Group June 2014 - Present
The Fresh Market August 2013 - January 2014
MBP (McDonough Bolyard Peck) June 2009 - August 2013
NC DHHS DHSR Construction Division January 2009 - June 2009
Serco February 2005 - October 2008
Winston-Salem State University October 2001 - September 2004
Skills
Contract Management, Feasibility Studies, LEED AP, HVAC, Piping, Project Management, Project Planning, Project Control, Project Coordination, Commissioning, Constructability
Education
The University of North Dakota
Bachelor's degree, Mechanical Engineering
Lincoln Financial Group June 2014 - Present
The Fresh Market August 2013 - January 2014
MBP (McDonough Bolyard Peck) June 2009 - August 2013
NC DHHS DHSR Construction Division January 2009 - June 2009
Serco February 2005 - October 2008
Winston-Salem State University October 2001 - September 2004
Skills
Contract Management, Feasibility Studies, LEED AP, HVAC, Piping, Project Management, Project Planning, Project Control, Project Coordination, Commissioning, Constructability
Education
The University of North Dakota
Bachelor's degree, Mechanical Engineering
Jason Zupnik's Lincoln Financial Group Experience January 2007 - October 2013
Job Underwriting Director at AIG
Industry Insurance
Experience
AIG August 2015 - Present
AXA US October 2013 - August 2015
Lincoln Financial Group January 2007 - October 2013
Skills
AALU, ALMI, FALU, Software Documentation, Financial Risk, Underwriting, Risk Assessment, Life Insurance, Risk Management
Education
The University of Connecticut School of Business 2008 — 2013
Master of Business Administration (MBA), Management & International Business, 3.98
Western Connecticut State University 1999 — 2002
Bachelor of Science (B.S.), Justice & Law Administration
AIG August 2015 - Present
AXA US October 2013 - August 2015
Lincoln Financial Group January 2007 - October 2013
Skills
AALU, ALMI, FALU, Software Documentation, Financial Risk, Underwriting, Risk Assessment, Life Insurance, Risk Management
Education
The University of Connecticut School of Business 2008 — 2013
Master of Business Administration (MBA), Management & International Business, 3.98
Western Connecticut State University 1999 — 2002
Bachelor of Science (B.S.), Justice & Law Administration
Al Fry's Lincoln Financial Group Experience 1973 - Present
Job
Industry
Experience
Lincoln Financial Group 1973 - Present
Education
The American College 1981 — 1986
MS/FC and MS/M, Finacial Services and Management
Lincoln Financial Group 1973 - Present
Education
The American College 1981 — 1986
MS/FC and MS/M, Finacial Services and Management
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO