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
Steve Burkholder Steve Burkholder's Lincoln Financial Group Experience 1978 - 1990
Job C.E.O. at Screamer, Inc.
Industry Apparel & Fashion
Experience
Screamer, Inc. January 1993 - Present
Bell Bagg, Inc. 1990 - 1992
Lincoln Financial Group 1978 - 1990
Skills
Social Media, Apparel, Customer Service, Ski, Merchandising, Marketing Strategy, Brand Development, Product Development, Retail, Snowboarding, Marketing, Social Media Marketing, Trade Shows, Footwear, Brand Management, Online Marketing, Sales, Inventory Management, Market Research, E-commerce, Product Marketing, Photography, Fashion, Sales Management, Wholesale, Advertising, Public Relations, Sports Marketing, New Business Development
Education
University of Washington, Michael G. Foster School of Business 1989 — 1991
MBA, Business
University of Alaska Fairbanks 1968 — 1972
Screamer, Inc. January 1993 - Present
Bell Bagg, Inc. 1990 - 1992
Lincoln Financial Group 1978 - 1990
Skills
Social Media, Apparel, Customer Service, Ski, Merchandising, Marketing Strategy, Brand Development, Product Development, Retail, Snowboarding, Marketing, Social Media Marketing, Trade Shows, Footwear, Brand Management, Online Marketing, Sales, Inventory Management, Market Research, E-commerce, Product Marketing, Photography, Fashion, Sales Management, Wholesale, Advertising, Public Relations, Sports Marketing, New Business Development
Education
University of Washington, Michael G. Foster School of Business 1989 — 1991
MBA, Business
University of Alaska Fairbanks 1968 — 1972
Allison Younger Allison Younger's Lincoln Financial Group Experience January 1993 - December 1995
Job LongTerm Care Planning Consultant
Industry Insurance
Experience
MyersYounger Long-Term Care January 1996 - Present
Lincoln Financial Group January 1993 - December 1995
Prudential Financial January 1991 - December 1993
Skills
Long-Term Care Planning, Long-Term Care Insurance, Employee Benefits, Life Insurance, Long-term Care, Insurance, Term Life Insurance, Health Insurance, Fixed Annuities, Small Business, Estate Planning, Long Term Care Insurance
Education
University of Arizona 1978 — 1981
Bachelor of Business Administration (B.B.A.), Finance
The University of Texas at Austin 1976 — 1978
Finance, General
MyersYounger Long-Term Care January 1996 - Present
Lincoln Financial Group January 1993 - December 1995
Prudential Financial January 1991 - December 1993
Skills
Long-Term Care Planning, Long-Term Care Insurance, Employee Benefits, Life Insurance, Long-term Care, Insurance, Term Life Insurance, Health Insurance, Fixed Annuities, Small Business, Estate Planning, Long Term Care Insurance
Education
University of Arizona 1978 — 1981
Bachelor of Business Administration (B.B.A.), Finance
The University of Texas at Austin 1976 — 1978
Finance, General
Kelly Lambe Kelly Lambe's Lincoln Financial Group Experience January 2008 - March 2010
Job Internal Audit at BB&T
Industry Financial Services
Experience
BB&T March 2010 - Present
Lincoln Financial Group January 2008 - March 2010
PwC July 2005 - January 2008
Skills
CPA, Internal Audit, Banking, Risk Management, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Accounting, Financial Reporting, Accounting, Financial Risk, Enterprise Risk..., Financial Analysis, Finance, Credit Risk, Cash Management, Financial Modeling
Education
University of Central Arkansas
Bachelor of Business Administration (BBA), Accounting
BB&T Banking School at Wake Forest University
University of South Carolina - The Moore School of Business
Graduate School of Bank Investments and Financial Management
BB&T March 2010 - Present
Lincoln Financial Group January 2008 - March 2010
PwC July 2005 - January 2008
Skills
CPA, Internal Audit, Banking, Risk Management, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Accounting, Financial Reporting, Accounting, Financial Risk, Enterprise Risk..., Financial Analysis, Finance, Credit Risk, Cash Management, Financial Modeling
Education
University of Central Arkansas
Bachelor of Business Administration (BBA), Accounting
BB&T Banking School at Wake Forest University
University of South Carolina - The Moore School of Business
Graduate School of Bank Investments and Financial Management
Laura Anderson Frazier Laura Anderson Frazier's Lincoln Financial Group Experience March 1998 - 2001
Job CEO/Owner
Industry Investment Management
Experience
Frazier Group Enterprises, LLC 2011 - Present
Wells Fargo Advisors 2001 - 2011
Smith Barney 2000 - 2001
Lincoln Financial Group March 1998 - 2001
Education
The University of Texas at Austin 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Frazier Group Enterprises, LLC 2011 - Present
Wells Fargo Advisors 2001 - 2011
Smith Barney 2000 - 2001
Lincoln Financial Group March 1998 - 2001
Education
The University of Texas at Austin 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Eric Patterson Eric Patterson's Lincoln Financial Group Experience September 2000 - Present
Job Sales VP at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2000 - Present
Principal Financial Group June 1997 - August 2000
AXA Equitable 1995 - 1998
Skills
Annuities, Insurance Planning, Insurance, Long Term Care, Account Management, Strategic Planning
Education
University of California, Santa Barbara 1991 — 1994
Bachelor of Arts, Law & Society
Lincoln Financial Group September 2000 - Present
Principal Financial Group June 1997 - August 2000
AXA Equitable 1995 - 1998
Skills
Annuities, Insurance Planning, Insurance, Long Term Care, Account Management, Strategic Planning
Education
University of California, Santa Barbara 1991 — 1994
Bachelor of Arts, Law & Society
Fernando Orozco Fernando Orozco's Lincoln Financial Group Experience March 1998 - Present
Job Inversiones y seguros, Un Agente representa a una compania, nosotros representamos a nuestros clientes
Industry Financial Services
Experience
Nationwide Insurance March 2006 - Present
Transamerica May 2002 - Present
Lincoln Financial Group March 1998 - Present
Prudential Financial January 1996 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 1990 - Present
Allianz Group July 1989 - Present
Foresters March 1989 - Present
ADMINISTRADORA February 2005 - January 2013
ADMINISTRADORA DE ALIMENTOS MEXICANOS August 1994 - December 2010
ADMINISTRORA DE RESTAURANTES February 1990 - March 1997
Skills
Strategic Financial..., Financial Analysis, an agent represents a..., un agente representa a..., Life Insurance, Insurance, Risk Management, Investments, Business Planning, Disability Insurance, Negotiation, Business Strategy, Term Life Insurance, General Insurance, Customer Service, Team Building, New Business Development, Management, Portfolio Management, Change Management, STRATEGIC
Education
alta dirección de empresas 1989 — 1994
Tecnologico de Monterrey, Administración y gestión de empresas
Nationwide Insurance March 2006 - Present
Transamerica May 2002 - Present
Lincoln Financial Group March 1998 - Present
Prudential Financial January 1996 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 1990 - Present
Allianz Group July 1989 - Present
Foresters March 1989 - Present
ADMINISTRADORA February 2005 - January 2013
ADMINISTRADORA DE ALIMENTOS MEXICANOS August 1994 - December 2010
ADMINISTRORA DE RESTAURANTES February 1990 - March 1997
Skills
Strategic Financial..., Financial Analysis, an agent represents a..., un agente representa a..., Life Insurance, Insurance, Risk Management, Investments, Business Planning, Disability Insurance, Negotiation, Business Strategy, Term Life Insurance, General Insurance, Customer Service, Team Building, New Business Development, Management, Portfolio Management, Change Management, STRATEGIC
Education
alta dirección de empresas 1989 — 1994
Tecnologico de Monterrey, Administración y gestión de empresas
Abby Randazzo Abby Randazzo's Lincoln Financial Group Experience September 2009 - Present
Job Senior Marketing Representative at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group September 2009 - Present
MetLife July 2005 - September 2009
Skills
Disability Insurance, Term Life Insurance, Dental, Worksite Products, BenAdmin Solutions, Dentistry, Life Insurance, Long-term Care, Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Brokers, Fixed Annuities, Underwriting, Group Insurance, Long Term Care Insurance, Universal Life, 401k, Critical Illness
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Arts, Government, Business
Lincoln Financial Group September 2009 - Present
MetLife July 2005 - September 2009
Skills
Disability Insurance, Term Life Insurance, Dental, Worksite Products, BenAdmin Solutions, Dentistry, Life Insurance, Long-term Care, Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Brokers, Fixed Annuities, Underwriting, Group Insurance, Long Term Care Insurance, Universal Life, 401k, Critical Illness
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Arts, Government, Business
Brent Augustus Brent Augustus's Lincoln Financial Group Experience July 2011 - March 2012
Job Experienced IT/Project leader
Industry Hospital & Health Care
Experience
Extension Healthcare January 2015 - Present
Impact Stylist Academy 2015 - 2015
Impact Stylist Academy 2015 - 2015
Maxim Medical Services, Inc. February 2011 - November 2014
Parkview Health February 2012 - February 2014
Lincoln Financial Group July 2011 - March 2012
Broadridge October 2006 - July 2011
Lincoln Financial Advisors October 2005 - October 2006
Sento October 2004 - February 2005
Convergys April 2003 - November 2004
Skills
Pharmacy Automation, HL7, Project Implementation, Business Analysis, Project Management, SQL, PHP, Business Strategy, Microsoft Office, Microsoft Project, Pyxis, MS Project, Process Improvement, Agile Methodologies, Training, Call Centers, Project Planning, Vendor Management, Requirements Analysis, Visio, Team Leadership, Software Documentation, SDLC, SharePoint, Integration, Leadership, Software Project..., Business Process
Education
University of Cambridge 2002 — 2005
BA, Business Management: HR: Organizational Behavior, 3.26
Extension Healthcare January 2015 - Present
Impact Stylist Academy 2015 - 2015
Impact Stylist Academy 2015 - 2015
Maxim Medical Services, Inc. February 2011 - November 2014
Parkview Health February 2012 - February 2014
Lincoln Financial Group July 2011 - March 2012
Broadridge October 2006 - July 2011
Lincoln Financial Advisors October 2005 - October 2006
Sento October 2004 - February 2005
Convergys April 2003 - November 2004
Skills
Pharmacy Automation, HL7, Project Implementation, Business Analysis, Project Management, SQL, PHP, Business Strategy, Microsoft Office, Microsoft Project, Pyxis, MS Project, Process Improvement, Agile Methodologies, Training, Call Centers, Project Planning, Vendor Management, Requirements Analysis, Visio, Team Leadership, Software Documentation, SDLC, SharePoint, Integration, Leadership, Software Project..., Business Process
Education
University of Cambridge 2002 — 2005
BA, Business Management: HR: Organizational Behavior, 3.26
Greg Davenport, DIA Greg Davenport, DIA's Lincoln Financial Group Experience May 2007 - December 2009
Job Vice President of Sales
Industry Insurance
Experience
Cypress Ancillary Benefits June 2013 - Present
Dearborn National October 2011 - May 2013
Premier Access Dental February 2010 - October 2011
Lincoln Financial Group May 2007 - December 2009
Unum June 2005 - May 2007
Skills
Long-term Care, Disability Insurance, Employee Benefits, Insurance, Underwriting, Term Life Insurance, Account Management, Sales, Management, Brokers, Property & Casualty..., Time Management, Customer Service, Fixed Annuities, Marketing, Sales Operations, Workers Compensation
Education
Miami University - Richard T. Farmer School of Business 2001 — 2005
Bachelor of Science in Business, Business Marketing & Spanish
Universidad Internacional Menéndez Pelayo 2004 — 2004
Business Practices and Marketing Strategies throughout Spain & the European Union
Universidad de Sevilla 2004 — 2004
Spanish History, Philosophy & Geography
Cypress Ancillary Benefits June 2013 - Present
Dearborn National October 2011 - May 2013
Premier Access Dental February 2010 - October 2011
Lincoln Financial Group May 2007 - December 2009
Unum June 2005 - May 2007
Skills
Long-term Care, Disability Insurance, Employee Benefits, Insurance, Underwriting, Term Life Insurance, Account Management, Sales, Management, Brokers, Property & Casualty..., Time Management, Customer Service, Fixed Annuities, Marketing, Sales Operations, Workers Compensation
Education
Miami University - Richard T. Farmer School of Business 2001 — 2005
Bachelor of Science in Business, Business Marketing & Spanish
Universidad Internacional Menéndez Pelayo 2004 — 2004
Business Practices and Marketing Strategies throughout Spain & the European Union
Universidad de Sevilla 2004 — 2004
Spanish History, Philosophy & Geography
Michael Steere Michael Steere's Lincoln Financial Group Experience March 2008 - March 2015
Job Manager, Provider Relations at Aetna
Industry Financial Services
Experience
Aetna March 2015 - Present
Lincoln Financial Group March 2008 - March 2015
Progressive Insurance June 2002 - March 2008
Banana Republic July 2000 - June 2002
Open Inn Youth Shelter August 1996 - June 2000
Mutual of Omaha August 1988 - January 1996
Skills
Customer Service, Performance Management, PeopleSoft, Management, Leadership Development, Hiring, Performance Appraisal, Claims Management, Contact Centers, People Development, Communication Skills, Employee Training, Microsoft Word, Outlook, Lotus Notes, Microsoft Excel, PowerPoint, SharePoint, Access, Claims Handling, Case Managment, Change Management, HR Policies, Process Improvement, Lean Six Sigma
Education
University of Arizona 1996 — 2000
Bachelor's degree, Psychology
Aetna March 2015 - Present
Lincoln Financial Group March 2008 - March 2015
Progressive Insurance June 2002 - March 2008
Banana Republic July 2000 - June 2002
Open Inn Youth Shelter August 1996 - June 2000
Mutual of Omaha August 1988 - January 1996
Skills
Customer Service, Performance Management, PeopleSoft, Management, Leadership Development, Hiring, Performance Appraisal, Claims Management, Contact Centers, People Development, Communication Skills, Employee Training, Microsoft Word, Outlook, Lotus Notes, Microsoft Excel, PowerPoint, SharePoint, Access, Claims Handling, Case Managment, Change Management, HR Policies, Process Improvement, Lean Six Sigma
Education
University of Arizona 1996 — 2000
Bachelor's degree, Psychology
Michelle Betts Michelle Betts's Lincoln Financial Group Experience August 2004 - Present
Job Executive Secretary at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2004 - Present
First National Bank of Omaha October 1998 - December 2003
United States Air Force 1987 - 1989
Skills
Customer Service, Insurance, Administrative..., Employee Benefits, Training, Microsoft Excel, Microsoft Office, Outlook, Team Building, Microsoft Word, Human Resources, Office Management, Spreadsheets, Customer Satisfaction, Administrative..., Life Insurance, Process Improvement, Health Insurance, Term Life Insurance
Education
Trident Technical College 1989 — 1990
Computer Programming
Thomas Jefferson High School 1983 — 1986
Lincoln Financial Group August 2004 - Present
First National Bank of Omaha October 1998 - December 2003
United States Air Force 1987 - 1989
Skills
Customer Service, Insurance, Administrative..., Employee Benefits, Training, Microsoft Excel, Microsoft Office, Outlook, Team Building, Microsoft Word, Human Resources, Office Management, Spreadsheets, Customer Satisfaction, Administrative..., Life Insurance, Process Improvement, Health Insurance, Term Life Insurance
Education
Trident Technical College 1989 — 1990
Computer Programming
Thomas Jefferson High School 1983 — 1986
Abbas Mujtaba Abbas Mujtaba's Lincoln Financial Group Experience September 2014 - July 2015
Job Associate Vice President, Hedge Fund Analyst at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust July 2015 - Present
Lincoln Financial Group September 2014 - July 2015
Towers Watson October 2010 - July 2013
Towers Watson August 2008 - September 2010
Skills
Quantitative Finance, Financial Modeling, Actuarial Science, Valuation, Data Analysis, Pensions, Retirement Benefits, Analytics, Management Consulting, Statistical Modeling, Business Analysis, Quantitative Analytics, Predictive Modeling, Analysis, Statistics, Financial Analysis, Economics, Due Diligence, Benchmarking, Strategy
Education
The University of Chicago 2013 — 2014
Master of Science (MS), Financial Mathematics
The University of Texas at Austin 2005 — 2008
Bachelor of Science (BSc), Mathematics: Actuarial Science
Bessemer Trust July 2015 - Present
Lincoln Financial Group September 2014 - July 2015
Towers Watson October 2010 - July 2013
Towers Watson August 2008 - September 2010
Skills
Quantitative Finance, Financial Modeling, Actuarial Science, Valuation, Data Analysis, Pensions, Retirement Benefits, Analytics, Management Consulting, Statistical Modeling, Business Analysis, Quantitative Analytics, Predictive Modeling, Analysis, Statistics, Financial Analysis, Economics, Due Diligence, Benchmarking, Strategy
Education
The University of Chicago 2013 — 2014
Master of Science (MS), Financial Mathematics
The University of Texas at Austin 2005 — 2008
Bachelor of Science (BSc), Mathematics: Actuarial Science
Sarah Levesque's Lincoln Financial Group Experience August 2006 - August 2007
Job Associate at O'Melveny & Myers LLP
Industry Law Practice
Experience
O'Melveny & Myers LLP October 2011 - Present
UCLA Law School May 2009 - February 2011
O'Melveny & Myers LLP May 2010 - August 2010
National Design LLC August 2008 - August 2009
Lincoln Financial Group August 2006 - August 2007
Education
University of California, Los Angeles - School of Law 2008 — 2011
J.D., Law
Villanova University 2002 — 2006
B.A., Marketing; Business Law
O'Melveny & Myers LLP October 2011 - Present
UCLA Law School May 2009 - February 2011
O'Melveny & Myers LLP May 2010 - August 2010
National Design LLC August 2008 - August 2009
Lincoln Financial Group August 2006 - August 2007
Education
University of California, Los Angeles - School of Law 2008 — 2011
J.D., Law
Villanova University 2002 — 2006
B.A., Marketing; Business Law
David Winsemius David Winsemius's Lincoln Financial Group Experience November 1999 - 2001
Job Medical Director at AXA Equitable
Industry
Experience
AXA Equitable January 2014 - Present
R-help 2008 - Present
American Academy for Insurance Medicine 2005 - September 2014
DrW Consulting, LLC November 2012 - December 2013
Heritage Laboratories April 2008 - October 2012
ING U.S. March 2003 - April 2008
Employers Reassurance Corporation 2001 - 2003
Lincoln Financial Group November 1999 - 2001
MassMutual Financial Group February 1995 - November 1999
Skills
Statistics, Statistical Modeling, R, SAS, LaTeX, Time Series Analysis, Research, Epidemiology, Data Analysis, Data Mining, Science, Biostatistics, Statistical Computing, Survival Analysis, Monte Carlo Simulation, SAS programming, Health Insurance
Education
University of Washington, School of Public Health 1985 — 1987
Master of Public Health (MPH), Epidemiology
UC Davis School of Medicine 1972 — 1976
MD
UC Berkeley 1969 — 1971
Bachelor of Arts (BA), Physics and Biology
AXA Equitable January 2014 - Present
R-help 2008 - Present
American Academy for Insurance Medicine 2005 - September 2014
DrW Consulting, LLC November 2012 - December 2013
Heritage Laboratories April 2008 - October 2012
ING U.S. March 2003 - April 2008
Employers Reassurance Corporation 2001 - 2003
Lincoln Financial Group November 1999 - 2001
MassMutual Financial Group February 1995 - November 1999
Skills
Statistics, Statistical Modeling, R, SAS, LaTeX, Time Series Analysis, Research, Epidemiology, Data Analysis, Data Mining, Science, Biostatistics, Statistical Computing, Survival Analysis, Monte Carlo Simulation, SAS programming, Health Insurance
Education
University of Washington, School of Public Health 1985 — 1987
Master of Public Health (MPH), Epidemiology
UC Davis School of Medicine 1972 — 1976
MD
UC Berkeley 1969 — 1971
Bachelor of Arts (BA), Physics and Biology
Alfreda Byrd Alfreda Byrd's Lincoln Financial Group Experience July 2015 - Present
Job Service Manager at Wells Fargo
Industry Banking
Experience
Lincoln Financial Group July 2015 - Present
Wells Fargo August 2005 - December 2014
Skills
Customer Service, Teaching, Photoshop, Team Leadership, Banking, Management, Teamwork, Team Building, Sales, Risk Management, Leadership, Strategic Planning, Access, Budgets, Process Improvement, Event Planning, Coaching, Leadership Development, Public Relations
Education
Troy University Dothan 2009 — 2012
Bachelor's degree, Finance, General
Lincoln Financial Group July 2015 - Present
Wells Fargo August 2005 - December 2014
Skills
Customer Service, Teaching, Photoshop, Team Leadership, Banking, Management, Teamwork, Team Building, Sales, Risk Management, Leadership, Strategic Planning, Access, Budgets, Process Improvement, Event Planning, Coaching, Leadership Development, Public Relations
Education
Troy University Dothan 2009 — 2012
Bachelor's degree, Finance, General
Nicoli Saunders Nicoli Saunders's Lincoln Financial Group Experience June 2013 - August 2013
Job Financial Analyst (FP&A) — Institutional Clients Group (ICG) at Citi
Industry Financial Services
Experience
Citi December 2014 - Present
Citi June 2014 - December 2014
Lincoln Financial Group June 2013 - August 2013
Sponsors for Educational Opportunity May 2013 - August 2013
Banana Republic February 2012 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Corporate Finance, Financial Accounting
Education
University of Central Florida - College of Business Administration 2010 — 2014
Bachelor's Degree, Finance, 3.8
Citi December 2014 - Present
Citi June 2014 - December 2014
Lincoln Financial Group June 2013 - August 2013
Sponsors for Educational Opportunity May 2013 - August 2013
Banana Republic February 2012 - April 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Corporate Finance, Financial Accounting
Education
University of Central Florida - College of Business Administration 2010 — 2014
Bachelor's Degree, Finance, 3.8
Carolyn Gordon's Lincoln Financial Group Experience July 2014 - Present
Job Leadership Preparation Program at Lincoln Financial Group
Industry
Experience
Lincoln Financial Group July 2014 - Present
U.S. House of Representatives June 2013 - August 2013
Hexis Energy Trading, LLC May 2012 - August 2012
The Penn Fund: Red and Blue Calling Crew March 2011 - May 2012
Skills
Microsoft Office, Adobe Creative Suite, Data Analysis, Spanish, Social Media, Microsoft Word, Leadership, Public Speaking, Microsoft Excel, Customer Service, Management, Research, PowerPoint, Editing, Marketing
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Philosophy, Politics and Economics, Cum Laude
Universidad Pontificia Comillas
W.C. Bayard Rustin High School 2006 — 2010
Lincoln Financial Group July 2014 - Present
U.S. House of Representatives June 2013 - August 2013
Hexis Energy Trading, LLC May 2012 - August 2012
The Penn Fund: Red and Blue Calling Crew March 2011 - May 2012
Skills
Microsoft Office, Adobe Creative Suite, Data Analysis, Spanish, Social Media, Microsoft Word, Leadership, Public Speaking, Microsoft Excel, Customer Service, Management, Research, PowerPoint, Editing, Marketing
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (BA), Philosophy, Politics and Economics, Cum Laude
Universidad Pontificia Comillas
W.C. Bayard Rustin High School 2006 — 2010
Christopher Yhun Christopher Yhun's Lincoln Financial Group Experience June 2015 - Present
Job Financial Planning Intern at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2015 - Present
Liberty in North Korea (Vassar Chapter) September 2014 - May 2015
Law Office of Sukhan Yhun May 2014 - July 2014
Grassroots Campaigns May 2013 - August 2013
Skills
Analysis, Research, Management, Economics, Microsoft Office, Stata, Statistics, Public Speaking, Korean, Spanish, Social Media, Microsoft Word, Microsoft Excel, PowerPoint
Education
Vassar College 2012 — 2016
Bachelor's degree, Economics Major & Mathematics Minor, 3.70
UCL 2014 — 2014
Bachelor's degree, Economics
Townsend Harris High School 2008 — 2012
GED
Lincoln Financial Group June 2015 - Present
Liberty in North Korea (Vassar Chapter) September 2014 - May 2015
Law Office of Sukhan Yhun May 2014 - July 2014
Grassroots Campaigns May 2013 - August 2013
Skills
Analysis, Research, Management, Economics, Microsoft Office, Stata, Statistics, Public Speaking, Korean, Spanish, Social Media, Microsoft Word, Microsoft Excel, PowerPoint
Education
Vassar College 2012 — 2016
Bachelor's degree, Economics Major & Mathematics Minor, 3.70
UCL 2014 — 2014
Bachelor's degree, Economics
Townsend Harris High School 2008 — 2012
GED
Tierra James's Lincoln Financial Group Experience September 2013 - Present
Job Regional Service Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2013 - Present
Lincoln Financial Group October 2010 - September 2013
Lincoln Financial Group August 2008 - October 2010
Lincoln Financial Group 2006 - 2008
Commerce Bank 2004 - August 2006
Skills
Insurance, Relationship Management, Call Center, Underwriting, Customer Service, Disability Insurance, Employee Benefits, CRM, Life Insurance, Financial Services, Team Building, Call Centers, Management, Leadership, Process Improvement, Term Life Insurance
Education
Ulster County Community College 1999 — 2001
Kingston High School 1995 — 1999
Lincoln Financial Group September 2013 - Present
Lincoln Financial Group October 2010 - September 2013
Lincoln Financial Group August 2008 - October 2010
Lincoln Financial Group 2006 - 2008
Commerce Bank 2004 - August 2006
Skills
Insurance, Relationship Management, Call Center, Underwriting, Customer Service, Disability Insurance, Employee Benefits, CRM, Life Insurance, Financial Services, Team Building, Call Centers, Management, Leadership, Process Improvement, Term Life Insurance
Education
Ulster County Community College 1999 — 2001
Kingston High School 1995 — 1999
Richard J. Snyder, CPM Richard J. Snyder, CPM's Lincoln Financial Group Experience November 2012 - March 2014
Job Managing Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2014 - Present
Lincoln Financial Group November 2012 - March 2014
AXA Equitable 2011 - 2012
The Hartford 2004 - 2011
The Hartford 2001 - 2004
Nationwide Insurance 1998 - 2001
Florida Department of Financial Services 1994 - 1998
Skills
Mutual Funds, Investments, Retirement Planning, Relationship Management, Fixed Annuities, Retirement, Life Insurance, Sales, Account Management, Salesforce.com, Sales Management, 401k, Strategic Financial..., Leadership, Series 6, FINRA, Variable Annuities, Securities, IRAs, Financial Advisory, Separately Managed..., Uniform Combined State..., Investment Advisory, Asset Allocation, Defined Benefit, Wealth, Retirement Plan..., Financial Planners, Defined Contribution, Qualified Retirement..., 401k Rollovers, Business Planning, Asset Management, Pensions
Education
Florida State University 1995 — 1997
Certified Public Manager®
University of Central Florida 1991 — 1993
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Valencia Community College 1988 — 1991
Associate of Arts (A.A.), Business Administration and Management, General
MassMutual Financial Group May 2014 - Present
Lincoln Financial Group November 2012 - March 2014
AXA Equitable 2011 - 2012
The Hartford 2004 - 2011
The Hartford 2001 - 2004
Nationwide Insurance 1998 - 2001
Florida Department of Financial Services 1994 - 1998
Skills
Mutual Funds, Investments, Retirement Planning, Relationship Management, Fixed Annuities, Retirement, Life Insurance, Sales, Account Management, Salesforce.com, Sales Management, 401k, Strategic Financial..., Leadership, Series 6, FINRA, Variable Annuities, Securities, IRAs, Financial Advisory, Separately Managed..., Uniform Combined State..., Investment Advisory, Asset Allocation, Defined Benefit, Wealth, Retirement Plan..., Financial Planners, Defined Contribution, Qualified Retirement..., 401k Rollovers, Business Planning, Asset Management, Pensions
Education
Florida State University 1995 — 1997
Certified Public Manager®
University of Central Florida 1991 — 1993
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Valencia Community College 1988 — 1991
Associate of Arts (A.A.), Business Administration and Management, General
Steven Tirone Steven Tirone's Lincoln Financial Group Experience September 2007 - July 2008
Job Senior Business Analyst at Platts | a McGrawHill Company
Industry Financial Services
Experience
Platts January 2015 - Present
MassMutual Financial Group August 2014 - November 2014
Standard & Poor's August 2013 - December 2013
MetLife April 2013 - July 2013
TIAA-CREF May 2012 - December 2012
AIG April 2011 - January 2012
Standard & Poor's May 2010 - April 2011
at Wachovia Bank September 2009 - July 2010
Wachovia Bank July 2008 - March 2009
Lincoln Financial Group September 2007 - July 2008
Skills
Business Analysis, SDLC, Financial Services, Requirements Gathering, Business Requirements, Requirements Analysis, Business Process..., Risk Management, Product Management, Fixed Income, Business Intelligence, Software Project..., Project Management, Vendor Management, Agile Methodologies, Analysis, Enterprise Software, Leadership, Program Management, Management, Strategy, Market Research, Visio, User Acceptance Testing, SharePoint
Education
University at Albany, SUNY 1988 — 1990
MA, History
University at Albany, SUNY 1983 — 1987
BA, History
Monsignor Farrell High School 1979 — 1983
Platts January 2015 - Present
MassMutual Financial Group August 2014 - November 2014
Standard & Poor's August 2013 - December 2013
MetLife April 2013 - July 2013
TIAA-CREF May 2012 - December 2012
AIG April 2011 - January 2012
Standard & Poor's May 2010 - April 2011
at Wachovia Bank September 2009 - July 2010
Wachovia Bank July 2008 - March 2009
Lincoln Financial Group September 2007 - July 2008
Skills
Business Analysis, SDLC, Financial Services, Requirements Gathering, Business Requirements, Requirements Analysis, Business Process..., Risk Management, Product Management, Fixed Income, Business Intelligence, Software Project..., Project Management, Vendor Management, Agile Methodologies, Analysis, Enterprise Software, Leadership, Program Management, Management, Strategy, Market Research, Visio, User Acceptance Testing, SharePoint
Education
University at Albany, SUNY 1988 — 1990
MA, History
University at Albany, SUNY 1983 — 1987
BA, History
Monsignor Farrell High School 1979 — 1983
Adam Gillan Adam Gillan's Lincoln Financial Group Experience June 2008 - August 2009
Job Associate Director at Philadelphia Energy Solutions
Industry Oil & Energy
Experience
Philadelphia Energy Solutions, LLC April 2015 - Present
Philadelphia Energy Solutions, LLC October 2013 - April 2015
North American Breweries May 2011 - October 2013
CIEE August 2009 - March 2010
Lincoln Financial Group June 2008 - August 2009
Lincoln Financial Group August 2005 - June 2008
Skills
MS Office Suite, Spanish, Six Sigma, Process Improvement, Black Belt, Microsoft Excel, Microsoft Office, Business Process..., Finance, Financial Analysis, Excel, Hyperion, Chinese, Green Belt, BPCS, Eviews, Minitab, Data Analysis, Access, Financial Modeling, Master Black Belt
Education
William E. Simon School of Business 2010 — 2012
M.B.A., Finance
Villanova University 2001 — 2005
BS Business Administration, Finance, International Business, Marketing, Spanish
Universidad de Sevilla 2003 — 2003
Business Administration and Management, General
Philadelphia Energy Solutions, LLC April 2015 - Present
Philadelphia Energy Solutions, LLC October 2013 - April 2015
North American Breweries May 2011 - October 2013
CIEE August 2009 - March 2010
Lincoln Financial Group June 2008 - August 2009
Lincoln Financial Group August 2005 - June 2008
Skills
MS Office Suite, Spanish, Six Sigma, Process Improvement, Black Belt, Microsoft Excel, Microsoft Office, Business Process..., Finance, Financial Analysis, Excel, Hyperion, Chinese, Green Belt, BPCS, Eviews, Minitab, Data Analysis, Access, Financial Modeling, Master Black Belt
Education
William E. Simon School of Business 2010 — 2012
M.B.A., Finance
Villanova University 2001 — 2005
BS Business Administration, Finance, International Business, Marketing, Spanish
Universidad de Sevilla 2003 — 2003
Business Administration and Management, General
Garner Hill Garner Hill's Lincoln Financial Group Experience January 2012 - Present
Job Regional Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2012 - Present
Lincoln Financial Group April 2006 - January 2012
Sun Life Financial October 2002 - April 2006
Education
Towson University 1986 — 1990
Severna Park Senior High School 1983 — 1986
Lincoln Financial Group January 2012 - Present
Lincoln Financial Group April 2006 - January 2012
Sun Life Financial October 2002 - April 2006
Education
Towson University 1986 — 1990
Severna Park Senior High School 1983 — 1986
Kristen Wimberger's Lincoln Financial Group Experience October 2012 - May 2013
Job Cross Search Analyst at Lincoln Financial Group
Industry Marketing and Advertising
Experience
ProHealth Physicians February 2015 - Present
Fresenius Medical Care May 2013 - July 2014
Lincoln Financial Group October 2012 - May 2013
TEACH FOR AMERICA, South Louisiana Corps May 2011 - May 2012
Tulane University February 2009 - May 2011
MEDICAL RISK MANAGEMENT & KLN SPECIALTY INSURANCE December 2009 - January 2011
LEVY & DRONEY May 2009 - July 2010
Skills
Customer Service, Editing, Fundraising, Public Relations, Volunteer Management, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Event Planning, Microsoft Word
Education
Tulane University - A.B. Freeman School of Business 2008 — 2011
Bachelor of Science, Management (BS), Legal Studies in Business, Marketing
ProHealth Physicians February 2015 - Present
Fresenius Medical Care May 2013 - July 2014
Lincoln Financial Group October 2012 - May 2013
TEACH FOR AMERICA, South Louisiana Corps May 2011 - May 2012
Tulane University February 2009 - May 2011
MEDICAL RISK MANAGEMENT & KLN SPECIALTY INSURANCE December 2009 - January 2011
LEVY & DRONEY May 2009 - July 2010
Skills
Customer Service, Editing, Fundraising, Public Relations, Volunteer Management, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Event Planning, Microsoft Word
Education
Tulane University - A.B. Freeman School of Business 2008 — 2011
Bachelor of Science, Management (BS), Legal Studies in Business, Marketing
Peter B. Brainard, Jr. Peter B. Brainard, Jr.'s Lincoln Financial Group Experience June 1997 - December 2009
Job Vice President Sales at Restroom Direct
Industry Business Supplies and Equipment
Experience
Berl Enterprises dba RestroomDirect October 2013 - Present
Copper Beech Financial Group August 2010 - April 2012
Lincoln Financial Group June 1997 - December 2009
Peter B's Espresso Company July 1988 - April 1997
Skills
Management, Employee Benefits, Estate Planning, High Net Worth..., Retirement, Finance, Investments, Customer Service
Education
Trinity College-Hartford 1985 — 1988
Bachelor of Arts (B.A.), Sociology
University of Pennsylvania 1983 — 1985
Kent School 1980 — 1983
Kingswood Oxford
Kingswood Oxford
Kingswood Oxford School
Berl Enterprises dba RestroomDirect October 2013 - Present
Copper Beech Financial Group August 2010 - April 2012
Lincoln Financial Group June 1997 - December 2009
Peter B's Espresso Company July 1988 - April 1997
Skills
Management, Employee Benefits, Estate Planning, High Net Worth..., Retirement, Finance, Investments, Customer Service
Education
Trinity College-Hartford 1985 — 1988
Bachelor of Arts (B.A.), Sociology
University of Pennsylvania 1983 — 1985
Kent School 1980 — 1983
Kingswood Oxford
Kingswood Oxford
Kingswood Oxford School
Grant Kilmer's Lincoln Financial Group Experience April 2012 - January 2014
Job Underwriter at Colorado Business Bank
Industry Banking
Experience
Colorado Business Bank January 2015 - Present
Colorado Business Bank January 2014 - January 2015
Lincoln Financial Group April 2012 - January 2014
Republic Companies June 2011 - September 2011
Crow Valley Golf Club May 2010 - September 2010
Skills
Financial Analysis, Accounting, Financial Accounting, Microsoft Excel, PowerPoint, Financial Reporting, Insurance, Underwriting, Accounts Receivable, Microsoft Word, Microsoft Office, Accounts Payable, Tax, Bookkeeping, Public Speaking, Leadership, Time Management, Management, Finance
Education
University of Denver 2008 — 2012
Bachelor's degree, Accounting
Universitat Pompeu Fabra 2010 — 2010
Colorado Business Bank January 2015 - Present
Colorado Business Bank January 2014 - January 2015
Lincoln Financial Group April 2012 - January 2014
Republic Companies June 2011 - September 2011
Crow Valley Golf Club May 2010 - September 2010
Skills
Financial Analysis, Accounting, Financial Accounting, Microsoft Excel, PowerPoint, Financial Reporting, Insurance, Underwriting, Accounts Receivable, Microsoft Word, Microsoft Office, Accounts Payable, Tax, Bookkeeping, Public Speaking, Leadership, Time Management, Management, Finance
Education
University of Denver 2008 — 2012
Bachelor's degree, Accounting
Universitat Pompeu Fabra 2010 — 2010
Jonita Taylor Jonita Taylor's Lincoln Financial Group Experience June 2014 - Present
Job Customer Processing ProfessionalLife Client Solutions at Lincoln Financial Group
Industry Leisure, Travel & Tourism
Experience
Lincoln Financial Group June 2014 - Present
American Express April 2004 - November 2013
Skills
Customer Service, Leadership, Microsoft Excel, Sales, Management, Social Media, Marketing, Marketing Strategy, Training, Recruiting, Public Speaking, Microsoft Office, Social Media Marketing, Event Planning, Public Relations, Microsoft Word, Social Networking, Negotiation, Editing, Sabre, Worldspan, Travel Planning, Business Travel, Travel Arrangements
Education
United States Naval Academy
Lincoln Financial Group June 2014 - Present
American Express April 2004 - November 2013
Skills
Customer Service, Leadership, Microsoft Excel, Sales, Management, Social Media, Marketing, Marketing Strategy, Training, Recruiting, Public Speaking, Microsoft Office, Social Media Marketing, Event Planning, Public Relations, Microsoft Word, Social Networking, Negotiation, Editing, Sabre, Worldspan, Travel Planning, Business Travel, Travel Arrangements
Education
United States Naval Academy
Priyanko Sarkar Priyanko Sarkar's Lincoln Financial Group Experience October 2006 - April 2009
Job Sr.MSBI Dev/DBA at AFS Technologies, Inc.
Industry Government Administration
Experience
AFS Technologies, Inc. May 2013 - Present
Pinellas County Government January 2012 - May 2013
Frontier Communications January 2011 - January 2012
Verizon May 2009 - January 2011
Lincoln Financial Group October 2006 - April 2009
Zions First National Bank January 2005 - July 2006
Estech Software Services February 2003 - August 2004
Skills
SQL Server 2000-2008, SSIS, SSRS, GENIO, SQL DBA, MICROSOFT ASSESMENT &..., Data Modeling, Team Management, Disaster Recovery, Business Process..., Business Intelligence, Visual Studio, Microsoft SQL Server, Requirements Analysis, SDLC, Databases, SQL, SSAS, MDX, Process Optimization, Data Warehousing, Database Design, Performance Tuning, PL/SQL, Oracle, Enterprise Architecture, VB.NET
Education
University of Bridgeport 2004 — 2006
MS
G.H.Raisoni College of Engg. 1999 — 2003
BS
Orient Day School
Highschool
AFS Technologies, Inc. May 2013 - Present
Pinellas County Government January 2012 - May 2013
Frontier Communications January 2011 - January 2012
Verizon May 2009 - January 2011
Lincoln Financial Group October 2006 - April 2009
Zions First National Bank January 2005 - July 2006
Estech Software Services February 2003 - August 2004
Skills
SQL Server 2000-2008, SSIS, SSRS, GENIO, SQL DBA, MICROSOFT ASSESMENT &..., Data Modeling, Team Management, Disaster Recovery, Business Process..., Business Intelligence, Visual Studio, Microsoft SQL Server, Requirements Analysis, SDLC, Databases, SQL, SSAS, MDX, Process Optimization, Data Warehousing, Database Design, Performance Tuning, PL/SQL, Oracle, Enterprise Architecture, VB.NET
Education
University of Bridgeport 2004 — 2006
MS
G.H.Raisoni College of Engg. 1999 — 2003
BS
Orient Day School
Highschool
Sarah Damsgaard Sarah Damsgaard's Lincoln Financial Group Experience June 2006 - October 2009
Job Relationship Manager at Credit Suisse
Industry Investment Management
Experience
Credit Suisse August 2014 - Present
Reinhart Partners, Inc. October 2009 - July 2014
Lincoln Financial Group June 2006 - October 2009
PLANCO February 2005 - May 2006
MFS Investment Management September 2003 - February 2005
Skills
Investments, Asset Managment, Mutual Funds, Asset Management, FINRA, Marketing, Series 6, Fixed Annuities, Separately Managed...
Education
Tufts University 1999 — 2003
BA, Political Science
Credit Suisse August 2014 - Present
Reinhart Partners, Inc. October 2009 - July 2014
Lincoln Financial Group June 2006 - October 2009
PLANCO February 2005 - May 2006
MFS Investment Management September 2003 - February 2005
Skills
Investments, Asset Managment, Mutual Funds, Asset Management, FINRA, Marketing, Series 6, Fixed Annuities, Separately Managed...
Education
Tufts University 1999 — 2003
BA, Political Science
Heidi Meno Heidi Meno's Lincoln Financial Group Experience October 2013 - Present
Job Eligibility Management Specialist at Lincoln Financial Group
Industry Health, Wellness and Fitness
Experience
Lincoln Financial Group October 2013 - Present
LifeGift 2010 - 2011
LifeNet health of Virginia beach 2006 - 2007
LifeNet health of Virginia Beach 2000 - 2006
Skills
Cpr Certified, Case Managment, Nursing, Healthcare, Wound Care, Hospitals, Healthcare Management, ACLS, Medication..., BLS, Critical Care, Medical Terminology, Clinical Research, Home Care, Patient Safety, Patient Education, Pediatrics, Medical/Surgical, Health Education, Nursing Education, Elder Care, Acute Care, Inpatient, Vital Signs, HIPAA, Healthcare Information...
Education
Tidewater Community College 2003 — 2005
Associates science, Applied Science, Applied science
Computer dynamics institute inc
LVN/, Nursing
Tidewater Community College
Associates in Applied Science, Social Science, social science
Lincoln Financial Group October 2013 - Present
LifeGift 2010 - 2011
LifeNet health of Virginia beach 2006 - 2007
LifeNet health of Virginia Beach 2000 - 2006
Skills
Cpr Certified, Case Managment, Nursing, Healthcare, Wound Care, Hospitals, Healthcare Management, ACLS, Medication..., BLS, Critical Care, Medical Terminology, Clinical Research, Home Care, Patient Safety, Patient Education, Pediatrics, Medical/Surgical, Health Education, Nursing Education, Elder Care, Acute Care, Inpatient, Vital Signs, HIPAA, Healthcare Information...
Education
Tidewater Community College 2003 — 2005
Associates science, Applied Science, Applied science
Computer dynamics institute inc
LVN/, Nursing
Tidewater Community College
Associates in Applied Science, Social Science, social science
Marilyn Kurger Marilyn Kurger's Lincoln Financial Group Experience October 1998 - Present
Job Executive Assistant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 1998 - Present
Little Rock Public Schools September 1980 - June 1996
Education
University of Central Arkansas 1992 — 1996
Master of Arts (MA), Business Education
Wartburg College 1963 — 1967
Bachelor's degree, Music Teacher Education
Lincoln Financial Group October 1998 - Present
Little Rock Public Schools September 1980 - June 1996
Education
University of Central Arkansas 1992 — 1996
Master of Arts (MA), Business Education
Wartburg College 1963 — 1967
Bachelor's degree, Music Teacher Education
John Baldwin, MBA John Baldwin, MBA's Lincoln Financial Group Experience June 2008 - July 2011
Job Director, Broker Strategy at MetLife
Industry Insurance
Experience
MetLife April 2015 - Present
MetLife July 2011 - Present
Lincoln Financial Group June 2008 - July 2011
Unum January 2003 - June 2008
CIGNA Healthcare April 2001 - January 2003
Skills
Insurance, Employee Benefits, Group Benefit Sales, Planning Budgeting &..., Strategic Planning, Dental Insurance, Business Operations, Underwriting, Life Insurance, Disability Insurance, Insurance Marketplace
Education
The University of Tennessee at Chattanooga 2004 — 2006
The University of Tennessee at Chattanooga 2002 — 2004
The University of Tennessee at Chattanooga 1996 — 2001
Business
MetLife April 2015 - Present
MetLife July 2011 - Present
Lincoln Financial Group June 2008 - July 2011
Unum January 2003 - June 2008
CIGNA Healthcare April 2001 - January 2003
Skills
Insurance, Employee Benefits, Group Benefit Sales, Planning Budgeting &..., Strategic Planning, Dental Insurance, Business Operations, Underwriting, Life Insurance, Disability Insurance, Insurance Marketplace
Education
The University of Tennessee at Chattanooga 2004 — 2006
The University of Tennessee at Chattanooga 2002 — 2004
The University of Tennessee at Chattanooga 1996 — 2001
Business
Patrick Charlow Patrick Charlow's Lincoln Financial Group Experience December 2010 - Present
Job Senior IT Business Analyst, Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group December 2010 - Present
Lincoln Financial Group January 2008 - December 2010
Lincoln Financial Group September 2004 - January 2008
Skills
IT Systems Business..., Project Management, Business Analysis, System Specification, Requirement..., Test Planning, System Testing, Regression Testing, Vendor Management..., Human Resource..., Management, Department Budgeting, Systems Conversion...
Education
Trinity College-Hartford 2009 — 2010
Took two master's level Micro and Macro Economics courses
West Virginia University 1987 — 1991
BS, Business Administration
Farmington High School 1984 — 1987
Diploma
Lincoln Financial Group December 2010 - Present
Lincoln Financial Group January 2008 - December 2010
Lincoln Financial Group September 2004 - January 2008
Skills
IT Systems Business..., Project Management, Business Analysis, System Specification, Requirement..., Test Planning, System Testing, Regression Testing, Vendor Management..., Human Resource..., Management, Department Budgeting, Systems Conversion...
Education
Trinity College-Hartford 2009 — 2010
Took two master's level Micro and Macro Economics courses
West Virginia University 1987 — 1991
BS, Business Administration
Farmington High School 1984 — 1987
Diploma
Benjamin M. Bloom, MBA, LUTCF, CLTC's Lincoln Financial Group Experience March 2011 - February 2012
Job Independent Advisor
Industry Financial Services
Experience
H.D. Vest Financial Services February 2012 - Present
Benjamin Martin Bloom, Entrepreneur & Young Professional October 2008 - Present
H&R Block January 2014 - October 2014
H&R Block January 2013 - May 2013
Lincoln Financial Group March 2011 - February 2012
NAIFA California Social Media Task Force November 2010 - April 2011
MassMutual San Francisco October 2008 - March 2011
Gottschalks October 2004 - January 2008
Marshalls Luggage September 1999 - July 2007
Bloom and Son - Pet Services June 1996 - December 1999
Skills
Disability Insurance, Retirement, Estate Planning, Entrepreneurship, Life Insurance, Tax Preparation, Retirement Planning, Strategic Financial..., Investments, Small Business, Fixed Annuities, Long-term Care, Insurance, Marketing, Employee Benefits, Series 7, 401k, Financial Planners, Sales, Securities, Financial Advisory, Leadership, Financial Services, Financial Planning, Long Term Care Insurance, Portfolio Management, Mutual Funds, Asset Allocation, Wealth Management, Wealth, Finance, Investment Advisory, Investment Strategies
Education
UC Davis Graduate School of Management 2012 — 2015
Master of Business Administration (MBA), Finance and Public Health, 3.70
Leadership in Life Institute 2011 — 2012
Leadership
Morningstar Investor Training 2010 — 2010
Stock Investing
Relationship Masters Academy 2010 — 2010
Networking and Relatonship Building
University of California, Davis 2003 — 2007
B.A., Economics, 3.50 (in-major)
Piedmont High School 1999 — 2003
HS Diploma, General
H.D. Vest Financial Services February 2012 - Present
Benjamin Martin Bloom, Entrepreneur & Young Professional October 2008 - Present
H&R Block January 2014 - October 2014
H&R Block January 2013 - May 2013
Lincoln Financial Group March 2011 - February 2012
NAIFA California Social Media Task Force November 2010 - April 2011
MassMutual San Francisco October 2008 - March 2011
Gottschalks October 2004 - January 2008
Marshalls Luggage September 1999 - July 2007
Bloom and Son - Pet Services June 1996 - December 1999
Skills
Disability Insurance, Retirement, Estate Planning, Entrepreneurship, Life Insurance, Tax Preparation, Retirement Planning, Strategic Financial..., Investments, Small Business, Fixed Annuities, Long-term Care, Insurance, Marketing, Employee Benefits, Series 7, 401k, Financial Planners, Sales, Securities, Financial Advisory, Leadership, Financial Services, Financial Planning, Long Term Care Insurance, Portfolio Management, Mutual Funds, Asset Allocation, Wealth Management, Wealth, Finance, Investment Advisory, Investment Strategies
Education
UC Davis Graduate School of Management 2012 — 2015
Master of Business Administration (MBA), Finance and Public Health, 3.70
Leadership in Life Institute 2011 — 2012
Leadership
Morningstar Investor Training 2010 — 2010
Stock Investing
Relationship Masters Academy 2010 — 2010
Networking and Relatonship Building
University of California, Davis 2003 — 2007
B.A., Economics, 3.50 (in-major)
Piedmont High School 1999 — 2003
HS Diploma, General
Tracie Cranford Tracie Cranford's Lincoln Financial Group Experience September 2012 - April 2013
Job SVP Financial Planning & Analysis at United Guaranty Corporation
Industry Financial Services
Experience
United Guaranty Corporation October 2014 - Present
United Guaranty Corporation April 2013 - September 2014
Lincoln Financial Group September 2012 - April 2013
Lincoln Financial Group June 2010 - August 2012
Lincoln Financial Group September 2005 - September 2011
Unum March 2004 - August 2005
Unum March 2003 - March 2004
Unum December 2002 - March 2003
Unum March 1998 - December 2002
Unum March 1996 - March 1998
Skills
Talent Development, Organizational..., Financial Systems..., Financial Accounting, Accounting, Essbase, Consolidation, Finance, Financial Statements, Budgets, Mergers, Process Improvement, Change Management, PeopleSoft, GAAP, Statutory Accounting, Financial Analysis, Internal Controls, Variance Analysis, Financial Systems, CPA, Program Management, Insurance, US GAAP, Sarbanes-Oxley, Reinsurance, PMP, Mergers & Acquisitions, SEC filings, Sarbanes-Oxley Act, Talent Management
Education
The University of Tennessee at Chattanooga 1995 — 1997
Master of Accountancy, Accounting
The University of Tennessee at Chattanooga 1991 — 1995
Bachelor of Science, Accounting
United Guaranty Corporation October 2014 - Present
United Guaranty Corporation April 2013 - September 2014
Lincoln Financial Group September 2012 - April 2013
Lincoln Financial Group June 2010 - August 2012
Lincoln Financial Group September 2005 - September 2011
Unum March 2004 - August 2005
Unum March 2003 - March 2004
Unum December 2002 - March 2003
Unum March 1998 - December 2002
Unum March 1996 - March 1998
Skills
Talent Development, Organizational..., Financial Systems..., Financial Accounting, Accounting, Essbase, Consolidation, Finance, Financial Statements, Budgets, Mergers, Process Improvement, Change Management, PeopleSoft, GAAP, Statutory Accounting, Financial Analysis, Internal Controls, Variance Analysis, Financial Systems, CPA, Program Management, Insurance, US GAAP, Sarbanes-Oxley, Reinsurance, PMP, Mergers & Acquisitions, SEC filings, Sarbanes-Oxley Act, Talent Management
Education
The University of Tennessee at Chattanooga 1995 — 1997
Master of Accountancy, Accounting
The University of Tennessee at Chattanooga 1991 — 1995
Bachelor of Science, Accounting
Brian Kuhn CFP®'s Lincoln Financial Group Experience January 2001 - November 2003
Job CFP®/Author/Columnist/TV Show Host
Industry Financial Services
Experience
Planning Solutions Group LLC August 2012 - Present
Retirement Planning Services March 2008 - August 2012
Keeney Financial Group November 2003 - February 2008
Lincoln Financial Group January 2001 - November 2003
Skills
Financial Advisory, Financial Advice, Investment Advisory..., IRA's, Roth IRA, IRAs, Long Term Care, Financial Planning, Life Insurance, Retirement Planning, Asset Allocation, Term Life Insurance, Investment Strategies, College Savings Plans, Strategic Financial..., Investments, Investment Advisory, Asset Management, Portfolio Management, Mutual Funds, Pensions, Income Protection, Series 7, Wealth Accumulation, Disability Insurance, 401k, Employee Benefits, Indexed Annuities, Long-term Care, Financial Services, Variable Annuities, Bonds, Retirement Plan..., Estate Tax Planning, Long Term Care Insurance, Estate Planning, Health Insurance, ETFs, FINRA, Insurance Planning, Annuities, Securities, Retirement Income..., Retirement, Uniform Combined State..., Finance, Insurance, Wealth Management, Management
Education
Towson University 1999 — 2003
Bachelor of Science, Business Administration Finance
Perkiomen School 1998 — 1999
High School Diploma
Severna Park High School 1996 — 1997
Planning Solutions Group LLC August 2012 - Present
Retirement Planning Services March 2008 - August 2012
Keeney Financial Group November 2003 - February 2008
Lincoln Financial Group January 2001 - November 2003
Skills
Financial Advisory, Financial Advice, Investment Advisory..., IRA's, Roth IRA, IRAs, Long Term Care, Financial Planning, Life Insurance, Retirement Planning, Asset Allocation, Term Life Insurance, Investment Strategies, College Savings Plans, Strategic Financial..., Investments, Investment Advisory, Asset Management, Portfolio Management, Mutual Funds, Pensions, Income Protection, Series 7, Wealth Accumulation, Disability Insurance, 401k, Employee Benefits, Indexed Annuities, Long-term Care, Financial Services, Variable Annuities, Bonds, Retirement Plan..., Estate Tax Planning, Long Term Care Insurance, Estate Planning, Health Insurance, ETFs, FINRA, Insurance Planning, Annuities, Securities, Retirement Income..., Retirement, Uniform Combined State..., Finance, Insurance, Wealth Management, Management
Education
Towson University 1999 — 2003
Bachelor of Science, Business Administration Finance
Perkiomen School 1998 — 1999
High School Diploma
Severna Park High School 1996 — 1997
Flora Bass Flora Bass's Lincoln Financial Group Experience May 2008 - September 2014
Job Risk Analyst at SavaSeniorCare Administrative Services LLC
Industry Human Resources
Experience
SavaSeniorCare Administrative Services LLC September 2014 - Present
Lincoln Financial Group May 2008 - September 2014
Aflac May 2000 - May 2008
Skills
Insurance, Financial Analysis, Customer Service, Claim, Leadership, Financial Services, Disability Benefits, Long-Term Disability, Adjudication, Insurance Adjusting, Mentoring New Hires, Workers Compensation, Workers' Compensation..., Health Insurance, Public Speaking, Team Building, Coaching, Employee Benefits, Human Resources, Management, Strategic Planning, Training
Education
Troy University 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Police Science
SavaSeniorCare Administrative Services LLC September 2014 - Present
Lincoln Financial Group May 2008 - September 2014
Aflac May 2000 - May 2008
Skills
Insurance, Financial Analysis, Customer Service, Claim, Leadership, Financial Services, Disability Benefits, Long-Term Disability, Adjudication, Insurance Adjusting, Mentoring New Hires, Workers Compensation, Workers' Compensation..., Health Insurance, Public Speaking, Team Building, Coaching, Employee Benefits, Human Resources, Management, Strategic Planning, Training
Education
Troy University 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Police Science
Jeff Dinning Jeff Dinning's Lincoln Financial Group Experience September 2015 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Lincoln Financial Group September 2015 - Present
JD Appraisal Services, LLC July 2013 - Present
Merrill Lynch June 2010 - July 2013
Bank of America June 2009 - June 2010
Wells Fargo Financial November 2003 - May 2009
Skills
Wealth Management, Series 7, Securities, Retirement, Investment Advisory, Financial Analysis, Mutual Funds, Asset Allocation, Insurance, Financial Modeling
Education
University of Arizona 1998 — 2002
Lincoln Financial Group September 2015 - Present
JD Appraisal Services, LLC July 2013 - Present
Merrill Lynch June 2010 - July 2013
Bank of America June 2009 - June 2010
Wells Fargo Financial November 2003 - May 2009
Skills
Wealth Management, Series 7, Securities, Retirement, Investment Advisory, Financial Analysis, Mutual Funds, Asset Allocation, Insurance, Financial Modeling
Education
University of Arizona 1998 — 2002
Daniel Jenkins Daniel Jenkins's Lincoln Financial Group Experience July 2006 - July 2011
Job Regional Manager at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha August 2015 - Present
Principal Financial Group April 2012 - July 2015
Sun Life Financial July 2011 - April 2012
Lincoln Financial Group July 2006 - July 2011
CDW September 2005 - June 2006
Boeing June 2005 - August 2005
Skills
Insurance, Disability Insurance, Claim, Sales Operations, Employee Benefits, Customer Service, Financial Services, Sales, Brokers, Business Development, Management, Account Management, Dental Insurance, Leadership, Life Insurance, Sales Management, Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration, Finance
Mutual of Omaha August 2015 - Present
Principal Financial Group April 2012 - July 2015
Sun Life Financial July 2011 - April 2012
Lincoln Financial Group July 2006 - July 2011
CDW September 2005 - June 2006
Boeing June 2005 - August 2005
Skills
Insurance, Disability Insurance, Claim, Sales Operations, Employee Benefits, Customer Service, Financial Services, Sales, Brokers, Business Development, Management, Account Management, Dental Insurance, Leadership, Life Insurance, Sales Management, Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration, Finance
Rangoli Bhattacharjee's Lincoln Financial Group Experience May 2014 - August 2014
Job Incoming Strategy Analyst Intern at Accenture
Industry Management Consulting
Experience
Student Teams Achieving Results (S.T.A.R) Program January 2015 - Present
Lenovo September 2014 - Present
Chancellor's Office of Innovation and Entrepreneurship September 2014 - Present
Accenture June 2015 - August 2015
University of North Carolina at Chapel Hill September 2014 - December 2014
Lincoln Financial Group May 2014 - August 2014
Desmond Tutu HIV Centre September 2013 - December 2013
1789 Venture Lab June 2013 - August 2013
Sanitation Creations May 2013 - August 2013
University of North Carolina at Chapel Hill January 2013 - August 2013
Skills
Public Speaking, Leadership, Research, Data Analysis, Social Media Marketing, Student Outreach, Microsoft Excel, PowerPoint, Event Planning, Graphic Design, Social Media Outreach, Marketing, Project Management, Access, Entrepreneurship, Health Policy, Teamwork, Presentations, Consulting
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, Health Policy Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2016
Minor in Business Administration
University of Cape Town 2013 — 2013
Student Teams Achieving Results (S.T.A.R) Program January 2015 - Present
Lenovo September 2014 - Present
Chancellor's Office of Innovation and Entrepreneurship September 2014 - Present
Accenture June 2015 - August 2015
University of North Carolina at Chapel Hill September 2014 - December 2014
Lincoln Financial Group May 2014 - August 2014
Desmond Tutu HIV Centre September 2013 - December 2013
1789 Venture Lab June 2013 - August 2013
Sanitation Creations May 2013 - August 2013
University of North Carolina at Chapel Hill January 2013 - August 2013
Skills
Public Speaking, Leadership, Research, Data Analysis, Social Media Marketing, Student Outreach, Microsoft Excel, PowerPoint, Event Planning, Graphic Design, Social Media Outreach, Marketing, Project Management, Access, Entrepreneurship, Health Policy, Teamwork, Presentations, Consulting
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, Health Policy Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2016
Minor in Business Administration
University of Cape Town 2013 — 2013
DJ Marzetta, MBA, CRPC DJ Marzetta, MBA, CRPC's Lincoln Financial Group Experience June 2009 - March 2011
Job Director Wealth Management at USAA
Industry Financial Services
Experience
Fidelity Investments May 2013 - December 2014
MetLife Resources March 2011 - May 2013
Lincoln Financial Group June 2009 - March 2011
Lincoln Financial Group October 2008 - May 2009
Lincoln Financial Group August 2004 - October 2008
Education
United States Naval Academy 1990 — 1994
BS, Economics
University of Houston, C.T. Bauer College of Business 2004 — 2006
Executive MBA, Business
Fidelity Investments May 2013 - December 2014
MetLife Resources March 2011 - May 2013
Lincoln Financial Group June 2009 - March 2011
Lincoln Financial Group October 2008 - May 2009
Lincoln Financial Group August 2004 - October 2008
Education
United States Naval Academy 1990 — 1994
BS, Economics
University of Houston, C.T. Bauer College of Business 2004 — 2006
Executive MBA, Business
Deb McCulloch's Lincoln Financial Group Experience 1990 - 2001
Job First Vice President, Loan Administration Manager at Monarch Community Bank
Industry Banking
Experience
Monarch Community Bank February 2011 - Present
Monarch Community Bank July 2008 - February 2011
Lincoln Financial Group 1990 - 2001
Skills
Sales, Customer Service, Management, Microsoft Office, Project Management, Leadership, Strategic Planning, Banking, Microsoft Word, Financial Analysis, Financial Reporting
Education
Trine University 2003 — 2007
Bachelor's Degree, Applied Management/Accounting, 4.0 Summa cum laude
Monarch Community Bank February 2011 - Present
Monarch Community Bank July 2008 - February 2011
Lincoln Financial Group 1990 - 2001
Skills
Sales, Customer Service, Management, Microsoft Office, Project Management, Leadership, Strategic Planning, Banking, Microsoft Word, Financial Analysis, Financial Reporting
Education
Trine University 2003 — 2007
Bachelor's Degree, Applied Management/Accounting, 4.0 Summa cum laude
Joe Schisselbauer Joe Schisselbauer's Lincoln Financial Group Experience July 2015 - Present
Job Market Research Analyst Individual Variable Annuities (Leadership Preparation Program) at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2015 - Present
Heritage Financial Consultants LLC December 2013 - May 2015
Towson University August 2013 - December 2013
Giant Food May 2009 - August 2013
Skills
Microsoft Excel, Financial Analysis, Equities, Fixed Income, Public Speaking, Customer Service, Customer Satisfaction, Teamwork, Portfolio Management, Sales, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg Terminal, Research, Time Management
Education
Towson University 2011 — 2015
Finance, General, Finance GPA: 3.90
Lincoln Financial Group July 2015 - Present
Heritage Financial Consultants LLC December 2013 - May 2015
Towson University August 2013 - December 2013
Giant Food May 2009 - August 2013
Skills
Microsoft Excel, Financial Analysis, Equities, Fixed Income, Public Speaking, Customer Service, Customer Satisfaction, Teamwork, Portfolio Management, Sales, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg Terminal, Research, Time Management
Education
Towson University 2011 — 2015
Finance, General, Finance GPA: 3.90
Elaine Davis Elaine Davis's Lincoln Financial Group Experience April 2007 - September 2011
Job Senior Director, Group Specialty Markets West Coast & Tx at Aetna
Industry Financial Services
Experience
Aetna May 2014 - Present
GIS Benefits and Insurance Services January 2012 - May 2014
Lincoln Financial Group April 2007 - September 2011
MetLife March 1998 - February 2007
Standard Insurance Company August 1991 - March 1998
Mutual Benefit Life June 1985 - August 1991
Skills
Insurance, Disability Insurance, Sales Management, Health Insurance, Sales, Leadership, Life Insurance, Benefits Administration, Underwriting, Term Life Insurance, Small Business, Long-term Care, Selling, Program Management, Workers Compensation, Claim
Education
University of California, Berkeley 1982 — 1985
BA, History/French
University of Touraine, Tours, France 1983 — 1984
French Language
Aetna May 2014 - Present
GIS Benefits and Insurance Services January 2012 - May 2014
Lincoln Financial Group April 2007 - September 2011
MetLife March 1998 - February 2007
Standard Insurance Company August 1991 - March 1998
Mutual Benefit Life June 1985 - August 1991
Skills
Insurance, Disability Insurance, Sales Management, Health Insurance, Sales, Leadership, Life Insurance, Benefits Administration, Underwriting, Term Life Insurance, Small Business, Long-term Care, Selling, Program Management, Workers Compensation, Claim
Education
University of California, Berkeley 1982 — 1985
BA, History/French
University of Touraine, Tours, France 1983 — 1984
French Language
Helene Rayder Helene Rayder's Lincoln Financial Group Experience September 2011 - Present
Job Director of Federal Relations
Industry Insurance
Experience
Lincoln Financial Group September 2011 - Present
Genworth Financial November 2005 - September 2011
PCAOB October 2003 - November 2005
Davis & Harman, LLP September 2002 - November 2003
Education
Georgetown University Law Center 1990 — 1994
JD
University of Arkansas at Fayetteville 1980 — 1984
BA, Journalism
Lincoln Financial Group September 2011 - Present
Genworth Financial November 2005 - September 2011
PCAOB October 2003 - November 2005
Davis & Harman, LLP September 2002 - November 2003
Education
Georgetown University Law Center 1990 — 1994
JD
University of Arkansas at Fayetteville 1980 — 1984
BA, Journalism
Matthew Haggerty's Lincoln Financial Group Experience January 2006 - April 2007
Job Business Intelligence Analyst at Sirius XM Radio Inc.
Industry Information Technology and Services
Experience
Sirius XM Radio Inc. September 2012 - Present
newBrandAnalytics December 2011 - August 2012
Network Solutions August 2011 - December 2011
Seneca One Finance September 2007 - August 2011
Lincoln Financial Group January 2006 - April 2007
Merrill Lynch July 2005 - December 2005
Skills
Microstrategy, Teradata, Microsoft SQL Server, Toad, RDBMS, Data Analysis, Analytics, Business Intelligence, Data Mining, Analysis, Financial Modeling, Data Modeling, Project Management, Access, Business Analysis, Business Objects, SQL, Forecasting, Strategy, Strategic Partnerships, Database Marketing, SEM, CRM, Start-ups, Marketing
Education
Towson University 2002 — 2006
BS, Economics, Business
University of Cambridge 2005 — 2005
Economics
Sirius XM Radio Inc. September 2012 - Present
newBrandAnalytics December 2011 - August 2012
Network Solutions August 2011 - December 2011
Seneca One Finance September 2007 - August 2011
Lincoln Financial Group January 2006 - April 2007
Merrill Lynch July 2005 - December 2005
Skills
Microstrategy, Teradata, Microsoft SQL Server, Toad, RDBMS, Data Analysis, Analytics, Business Intelligence, Data Mining, Analysis, Financial Modeling, Data Modeling, Project Management, Access, Business Analysis, Business Objects, SQL, Forecasting, Strategy, Strategic Partnerships, Database Marketing, SEM, CRM, Start-ups, Marketing
Education
Towson University 2002 — 2006
BS, Economics, Business
University of Cambridge 2005 — 2005
Economics
Claire Leddy's Lincoln Financial Group Experience November 2012 - Present
Job Marketing Project Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group November 2012 - Present
Vistaprint June 2011 - April 2012
The Hartford April 2007 - February 2011
Fidelity Investments 2002 - 2006
Fidelity Investments 2001 - 2002
Fidelity Investments 2000 - 2001
Fidelity Investments 1998 - 2000
Austin Knight Advertising 1984 - 1992
Skills
Vendor Management, Print Management, Digital Printing, Fulfillment Management, Marketing Communications, Cross-functional Team..., Recruitment Advertising, Project Management, Online Production, Print On Demand, Press Checks, CRM, Direct Mail, Strategy, Program Management, Management, Financial Services, Web Design, Marketing, Account Management, Budgets, Customer Service, Sales, Email Marketing, Analytics, Integrated Marketing, Direct Marketing, Relationship Management, Lead Generation
Education
University of Alabama 1978 — 1982
B.A., Advertising & Graphics
Lincoln Financial Group November 2012 - Present
Vistaprint June 2011 - April 2012
The Hartford April 2007 - February 2011
Fidelity Investments 2002 - 2006
Fidelity Investments 2001 - 2002
Fidelity Investments 2000 - 2001
Fidelity Investments 1998 - 2000
Austin Knight Advertising 1984 - 1992
Skills
Vendor Management, Print Management, Digital Printing, Fulfillment Management, Marketing Communications, Cross-functional Team..., Recruitment Advertising, Project Management, Online Production, Print On Demand, Press Checks, CRM, Direct Mail, Strategy, Program Management, Management, Financial Services, Web Design, Marketing, Account Management, Budgets, Customer Service, Sales, Email Marketing, Analytics, Integrated Marketing, Direct Marketing, Relationship Management, Lead Generation
Education
University of Alabama 1978 — 1982
B.A., Advertising & Graphics
William Pulford William Pulford's Lincoln Financial Group Experience October 2014 - Present
Job at
Industry Financial Services
Experience
Lincoln Financial Group October 2014 - Present
Lincoln Financial Group March 2013 - Present
Lincoln Financial Group November 2010 - January 2013
Indiana Data Center March 2010 - September 2010
Sprint (Formerly iPCS) 2008 - 2010
IPCS 2005 - 2008
IPCS 2001 - 2005
AON Innovative Solutions 2001 - 2001
Sitel Technology Services 1995 - 2000
Skills
Team Building, Training, Call Centers, Customer Service, Forecasting, Inventory Management, Leadership, Process Improvement, Technical Support, Retail, Troubleshooting
Education
University of Alabama 1990 — 1993
Bachelor's of Science, Industrial Management (Operations Management)
Lincoln Financial Group October 2014 - Present
Lincoln Financial Group March 2013 - Present
Lincoln Financial Group November 2010 - January 2013
Indiana Data Center March 2010 - September 2010
Sprint (Formerly iPCS) 2008 - 2010
IPCS 2005 - 2008
IPCS 2001 - 2005
AON Innovative Solutions 2001 - 2001
Sitel Technology Services 1995 - 2000
Skills
Team Building, Training, Call Centers, Customer Service, Forecasting, Inventory Management, Leadership, Process Improvement, Technical Support, Retail, Troubleshooting
Education
University of Alabama 1990 — 1993
Bachelor's of Science, Industrial Management (Operations Management)
Jay Poitras Jay Poitras's Lincoln Financial Group Experience June 2012 - August 2012
Job Senior Business Analyst with TCS at The Hartford
Industry Information Technology and Services
Experience
The Hartford December 2012 - Present
Lincoln Financial Group June 2012 - August 2012
Moody's Investors Service September 2011 - February 2012
The Hartford February 2011 - September 2011
Redwood Global Partners LLC April 2010 - July 2010
The Hartford June 2007 - July 2009
Hartford Life Insurance Co. November 2006 - May 2007
GE Capital Solutions August 2004 - November 2006
Outpost.com 1997 - 2004
K-Man Band 1980 - 1986
Skills
Writing and research..., Effective use of clear..., Requirements gathering, SQL, Business Objects, Business Analysis, Microsoft Office 2007, Outlook, Access, Excel, Word, Adobe Acrobat, Testing, Analysis, Quality Assurance, Requirements Analysis, Vendor Management, Requirements Gathering, Process Improvement, Systems Analysis, Visio, Data Warehousing, Business Requirements, Analytics, Project Management, Program Management, Databases, Business Intelligence, Quality Center, Data Modeling, Business Process, SDLC, Oracle, Integration, Software Project..., Microsoft SQL Server, ETL, Resource Management, IT Strategy, Enterprise Architecture
Education
University of Arizona 1994 — 1996
BA, Maj: English (American Literature) Min: Justice and Law Administration
Western Connecticut State University 1991 — 1992
The Hartford December 2012 - Present
Lincoln Financial Group June 2012 - August 2012
Moody's Investors Service September 2011 - February 2012
The Hartford February 2011 - September 2011
Redwood Global Partners LLC April 2010 - July 2010
The Hartford June 2007 - July 2009
Hartford Life Insurance Co. November 2006 - May 2007
GE Capital Solutions August 2004 - November 2006
Outpost.com 1997 - 2004
K-Man Band 1980 - 1986
Skills
Writing and research..., Effective use of clear..., Requirements gathering, SQL, Business Objects, Business Analysis, Microsoft Office 2007, Outlook, Access, Excel, Word, Adobe Acrobat, Testing, Analysis, Quality Assurance, Requirements Analysis, Vendor Management, Requirements Gathering, Process Improvement, Systems Analysis, Visio, Data Warehousing, Business Requirements, Analytics, Project Management, Program Management, Databases, Business Intelligence, Quality Center, Data Modeling, Business Process, SDLC, Oracle, Integration, Software Project..., Microsoft SQL Server, ETL, Resource Management, IT Strategy, Enterprise Architecture
Education
University of Arizona 1994 — 1996
BA, Maj: English (American Literature) Min: Justice and Law Administration
Western Connecticut State University 1991 — 1992
David Boyes David Boyes's Lincoln Financial Group Experience February 2000 - January 2002
Job VP Marketing Analysis Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. September 2014 - Present
JPMC 2012 - September 2014
JPMorgan Chase October 2007 - February 2012
JPMorgan Chase February 2002 - October 2007
Lincoln Financial Group February 2000 - January 2002
Innsite Hotel Services September 1990 - December 1998
Ramesys September 1990 - December 1998
Innsite Hotel Services (part of Misys plc) 1990 - 1998
Honeywell Information Systems August 1986 - October 1990
Skills
Risk Management, Business Analysis, Access, Unix, Process Improvement, IT Hardware Support, Customer Service, Visio, Security, IT Management, Vendor Management, Requirements Gathering, Software Documentation, Financial Analysis, Banking, Requirements Analysis, Change Management, Analytics, Leadership, Program Management, Management, Analysis, Business Process..., Disaster Recovery, Business Intelligence, Integration, SDLC, Financial Modeling, Credit, IT Service Management, Databases, IT Strategy, Quality Assurance, Enterprise Architecture, Software Project..., ITIL, Networking, IT Operations, SharePoint, Project Portfolio...
Education
University of Bradford 1985 — 1986
University of Bradford 1985 — 1986
Totton 6th Form College 1983 — 1985
A-Level, Mathematics, Physics, Computer Science
JPMorgan Chase & Co. September 2014 - Present
JPMC 2012 - September 2014
JPMorgan Chase October 2007 - February 2012
JPMorgan Chase February 2002 - October 2007
Lincoln Financial Group February 2000 - January 2002
Innsite Hotel Services September 1990 - December 1998
Ramesys September 1990 - December 1998
Innsite Hotel Services (part of Misys plc) 1990 - 1998
Honeywell Information Systems August 1986 - October 1990
Skills
Risk Management, Business Analysis, Access, Unix, Process Improvement, IT Hardware Support, Customer Service, Visio, Security, IT Management, Vendor Management, Requirements Gathering, Software Documentation, Financial Analysis, Banking, Requirements Analysis, Change Management, Analytics, Leadership, Program Management, Management, Analysis, Business Process..., Disaster Recovery, Business Intelligence, Integration, SDLC, Financial Modeling, Credit, IT Service Management, Databases, IT Strategy, Quality Assurance, Enterprise Architecture, Software Project..., ITIL, Networking, IT Operations, SharePoint, Project Portfolio...
Education
University of Bradford 1985 — 1986
University of Bradford 1985 — 1986
Totton 6th Form College 1983 — 1985
A-Level, Mathematics, Physics, Computer Science
Robert Juch Robert Juch's Lincoln Financial Group Experience July 2014 - Present
Job CICS and MQ mainframe support
Industry Computer Software
Experience
Lincoln Financial Group July 2014 - Present
the beach June 2014 - June 2014
The Select Group at First Citizens Bank November 2013 - May 2014
CSC August 2013 - November 2013
IBM June 2013 - August 2013
AAFES January 2012 - March 2013
Capgemini October 2011 - January 2012
CSC March 2009 - July 2011
IBM December 2008 - February 2009
Citigroup October 2003 - December 2008
Skills
CICS, Mainframe, Programming, JCL, IBM Mainframe, VSAM, MVS, z/OS, TSO, JES2, ISPF, IBM Utilities, OS/390, CLIST, RACF, Integration, SMP/E, Requirements Analysis, Testing, SDSF, VTAM, SDLC, Omegamon
Education
University of California, Los Angeles 1968 — 1969
Lincoln Financial Group July 2014 - Present
the beach June 2014 - June 2014
The Select Group at First Citizens Bank November 2013 - May 2014
CSC August 2013 - November 2013
IBM June 2013 - August 2013
AAFES January 2012 - March 2013
Capgemini October 2011 - January 2012
CSC March 2009 - July 2011
IBM December 2008 - February 2009
Citigroup October 2003 - December 2008
Skills
CICS, Mainframe, Programming, JCL, IBM Mainframe, VSAM, MVS, z/OS, TSO, JES2, ISPF, IBM Utilities, OS/390, CLIST, RACF, Integration, SMP/E, Requirements Analysis, Testing, SDSF, VTAM, SDLC, Omegamon
Education
University of California, Los Angeles 1968 — 1969
Byron T. Deese Byron T. Deese's Lincoln Financial Group Experience August 2005 - August 2008
Job Group Retirement Plan Services for businesses and nonprofit organizations.
Industry Financial Services
Experience
Mutual of America August 2012 - Present
Dream Makers Network November 2008 - Present
Legg Mason December 2009 - August 2012
Lincoln Financial Group August 2005 - August 2008
TradeStation Securities Inc January 2005 - August 2005
SunTrust Private Bank January 2004 - December 2004
Tuskegee University 1999 - 2004
Seminole High School 1993 - 1997
Skills
Financial Reporting, Operational Efficiency, Financial Institutions, Politics, Community Organizing, Pensions, Mutual Funds, Investments, Asset Managment, Portfolio Management, Relationship Management, Equities, Strategic Financial..., Alternative Investments, Business Development, Financial Services, Retirement, Retirement Planning, Securities, Asset Allocation, 401k, Wealth Management, Investment Strategies, Leadership, Asset Management, Management, Financial Planning, Leadership Development, Finance
Education
Tuskegee University 1999 — 2004
BA
Seminole High School 1993 — 1997
H.S. Diploma
Mutual of America August 2012 - Present
Dream Makers Network November 2008 - Present
Legg Mason December 2009 - August 2012
Lincoln Financial Group August 2005 - August 2008
TradeStation Securities Inc January 2005 - August 2005
SunTrust Private Bank January 2004 - December 2004
Tuskegee University 1999 - 2004
Seminole High School 1993 - 1997
Skills
Financial Reporting, Operational Efficiency, Financial Institutions, Politics, Community Organizing, Pensions, Mutual Funds, Investments, Asset Managment, Portfolio Management, Relationship Management, Equities, Strategic Financial..., Alternative Investments, Business Development, Financial Services, Retirement, Retirement Planning, Securities, Asset Allocation, 401k, Wealth Management, Investment Strategies, Leadership, Asset Management, Management, Financial Planning, Leadership Development, Finance
Education
Tuskegee University 1999 — 2004
BA
Seminole High School 1993 — 1997
H.S. Diploma
Matt Scofield Matt Scofield's Lincoln Financial Group Experience March 2012 - November 2012
Job Service Specialist with Unum
Industry Insurance
Experience
Unum July 2014 - Present
Unum November 2012 - July 2014
Lincoln Financial Group March 2012 - November 2012
Unum June 2011 - March 2012
Unum July 2007 - June 2011
State of Tennessee July 2005 - July 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Insurance, Customer Service, PowerPoint, Outlook, Process Improvement, Employee Benefits, Sales, Life Insurance, Access, Underwriting
Education
The University of Tennessee at Chattanooga 2002 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Unum July 2014 - Present
Unum November 2012 - July 2014
Lincoln Financial Group March 2012 - November 2012
Unum June 2011 - March 2012
Unum July 2007 - June 2011
State of Tennessee July 2005 - July 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Insurance, Customer Service, PowerPoint, Outlook, Process Improvement, Employee Benefits, Sales, Life Insurance, Access, Underwriting
Education
The University of Tennessee at Chattanooga 2002 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Darrick Mello Darrick Mello's Lincoln Financial Group Experience April 2015 - Present
Job Sr. Communications Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2015 - Present
Lincoln Financial Group June 2014 - Present
Mercer June 2012 - June 2014
Mercer June 2007 - June 2012
Mercer October 2005 - June 2007
Collection Company of America June 2004 - February 2005
Clean Harbors June 2000 - June 2004
Education
Trinity College-Hartford 1995 — 2000
Bachelor of Arts, English - Creative Writing
Lincoln Financial Group April 2015 - Present
Lincoln Financial Group June 2014 - Present
Mercer June 2012 - June 2014
Mercer June 2007 - June 2012
Mercer October 2005 - June 2007
Collection Company of America June 2004 - February 2005
Clean Harbors June 2000 - June 2004
Education
Trinity College-Hartford 1995 — 2000
Bachelor of Arts, English - Creative Writing
Sarah Stradling Sarah Stradling's Lincoln Financial Group Experience May 2012 - June 2014
Job Loan Documentation Specialist at iAB Financial Bank
Industry Banking
Experience
iAB Financial Bank June 2014 - Present
Lincoln Financial Group May 2012 - June 2014
Fort Wayne Community Schools November 2011 - May 2012
Theisen Bowers & Associates, LLC June 2008 - February 2010
iAB Financial Bank July 2005 - June 2008
Skills
Microsoft Office, Filing
Education
Trine University 2014 — 2015
Bachelor's degree, Business Management, 3.5 GPA
Trine University 2007 — 2010
Bachelor of Science (B.S.), Criminal Justice, 3.4
iAB Financial Bank June 2014 - Present
Lincoln Financial Group May 2012 - June 2014
Fort Wayne Community Schools November 2011 - May 2012
Theisen Bowers & Associates, LLC June 2008 - February 2010
iAB Financial Bank July 2005 - June 2008
Skills
Microsoft Office, Filing
Education
Trine University 2014 — 2015
Bachelor's degree, Business Management, 3.5 GPA
Trine University 2007 — 2010
Bachelor of Science (B.S.), Criminal Justice, 3.4
Adrienne Lam's Lincoln Financial Group Experience March 2012 - July 2013
Job Associate Client Strategist
Industry Marketing and Advertising
Experience
Quantcast July 2015 - Present
GoldieBlox, Inc. September 2014 - May 2015
Illumina Inc. June 2014 - August 2014
Intera Growth Partners October 2013 - May 2014
Lincoln Financial Group March 2012 - July 2013
Kaba Modern LLC February 2012 - July 2013
ClubSport April 2011 - August 2011
Skills
Modern Dance, Administrative..., Photoshop, Microsoft Word, Social Media Marketing, Microsoft Excel, Digital Photography, Event Planning, Social Networking, Morningstar, Marketing Strategy, Online Marketing, Marketing, Technical Recruiting, PowerPoint, Project Management, Social Media
Education
University of California, Berkeley
Bachelor's degree, Political Economy
Quantcast July 2015 - Present
GoldieBlox, Inc. September 2014 - May 2015
Illumina Inc. June 2014 - August 2014
Intera Growth Partners October 2013 - May 2014
Lincoln Financial Group March 2012 - July 2013
Kaba Modern LLC February 2012 - July 2013
ClubSport April 2011 - August 2011
Skills
Modern Dance, Administrative..., Photoshop, Microsoft Word, Social Media Marketing, Microsoft Excel, Digital Photography, Event Planning, Social Networking, Morningstar, Marketing Strategy, Online Marketing, Marketing, Technical Recruiting, PowerPoint, Project Management, Social Media
Education
University of California, Berkeley
Bachelor's degree, Political Economy
Sam Brennan Sam Brennan's Lincoln Financial Group Experience September 2011 - November 2012
Job Lead Recruiter at Workbridge Associates
Industry Staffing and Recruiting
Experience
Workbridge Associates September 2015 - Present
Workbridge Associates February 2014 - August 2015
Lincoln Financial Group September 2011 - November 2012
Lincoln Financial Group June 2010 - August 2011
Skills
Sales, Insurance, Human Resources, Employee Benefits, Financial Services, Retirement, Life Insurance, Leadership, Performance Management, Retirement Planning, Recruiting, Consulting, IT Recruitment, Management, Technical Recruiting, Information Technology, Interviews, Talent Acquisition
Education
University of Pennsylvania 2006 — 2010
Bachelor of Arts (BA), Political Science and English
Trinity College, Dublin 2008 — 2008
Workbridge Associates September 2015 - Present
Workbridge Associates February 2014 - August 2015
Lincoln Financial Group September 2011 - November 2012
Lincoln Financial Group June 2010 - August 2011
Skills
Sales, Insurance, Human Resources, Employee Benefits, Financial Services, Retirement, Life Insurance, Leadership, Performance Management, Retirement Planning, Recruiting, Consulting, IT Recruitment, Management, Technical Recruiting, Information Technology, Interviews, Talent Acquisition
Education
University of Pennsylvania 2006 — 2010
Bachelor of Arts (BA), Political Science and English
Trinity College, Dublin 2008 — 2008
Benjamin M. Blum's Lincoln Financial Group Experience May 2003 - September 2003
Job
Industry Furniture
Experience
Associated Marble November 2013 - July 2014
OceanNano December 2012 - July 2013
Stone Source December 2007 - March 2010
Stone Source September 2005 - November 2007
Company One January 2005 - September 2005
Morgan Stanley December 2003 - June 2004
Lincoln Financial Group May 2003 - September 2003
Skills
Contract Negotiation, New Business Development, Sales Management, Product Development, Strategic Planning, Sales, Construction Management, Budgets, Negotiation, Procurement, Business Strategy, Project Management, Operations Management, Purchasing, Pricing, Marketing, Retail
Education
Towson University 2000 — 2004
Bachelor of Business Administration (B.B.A.)
G.W Hewlett High School 1996 — 2000
Associated Marble November 2013 - July 2014
OceanNano December 2012 - July 2013
Stone Source December 2007 - March 2010
Stone Source September 2005 - November 2007
Company One January 2005 - September 2005
Morgan Stanley December 2003 - June 2004
Lincoln Financial Group May 2003 - September 2003
Skills
Contract Negotiation, New Business Development, Sales Management, Product Development, Strategic Planning, Sales, Construction Management, Budgets, Negotiation, Procurement, Business Strategy, Project Management, Operations Management, Purchasing, Pricing, Marketing, Retail
Education
Towson University 2000 — 2004
Bachelor of Business Administration (B.B.A.)
G.W Hewlett High School 1996 — 2000
Nate McFall Nate McFall's Lincoln Financial Group Experience December 2004 - July 2006
Job Account Executive, Select Market at Namely
Industry Financial Services
Experience
Namely April 2015 - Present
Mutual of Omaha August 2014 - April 2015
Sun Life Financial September 2013 - July 2014
Lovitt & Touché, Inc. July 2012 - August 2013
Mutual of Omaha July 2006 - July 2012
Lincoln Financial Group December 2004 - July 2006
MetLife June 2002 - December 2004
Skills
Employee Benefits, Group Insurance, Ancillary Benefits, Voluntary Employee..., Disability Insurance, Term Life Insurance, Health Insurance, Stop Loss, Self-Funded Medical, Consultative Sales..., Worksite Benefits, Strategic Selling, Brokers, Life & Health Insurance..., Strategic Partnerships, New Business Development, Business Development, Sales Process, Health Care Reform, Key Account Management, COBRA, Underwriting, Insurance, Sales Presentations, Critical Illness, Accident, CRM, Life Insurance, Sales, Leadership, Benefits Administration
Education
University of Arizona 1998 — 2002
Bachelor's Degree, Finance & Marketing
University of Southern California 1997 — 1998
Salpointe Catholic High School 1993 — 1997
Namely April 2015 - Present
Mutual of Omaha August 2014 - April 2015
Sun Life Financial September 2013 - July 2014
Lovitt & Touché, Inc. July 2012 - August 2013
Mutual of Omaha July 2006 - July 2012
Lincoln Financial Group December 2004 - July 2006
MetLife June 2002 - December 2004
Skills
Employee Benefits, Group Insurance, Ancillary Benefits, Voluntary Employee..., Disability Insurance, Term Life Insurance, Health Insurance, Stop Loss, Self-Funded Medical, Consultative Sales..., Worksite Benefits, Strategic Selling, Brokers, Life & Health Insurance..., Strategic Partnerships, New Business Development, Business Development, Sales Process, Health Care Reform, Key Account Management, COBRA, Underwriting, Insurance, Sales Presentations, Critical Illness, Accident, CRM, Life Insurance, Sales, Leadership, Benefits Administration
Education
University of Arizona 1998 — 2002
Bachelor's Degree, Finance & Marketing
University of Southern California 1997 — 1998
Salpointe Catholic High School 1993 — 1997
Lisa Gurvitz-Sweeny Lisa Gurvitz-Sweeny's Lincoln Financial Group Experience May 1998 - June 2006
Job
Industry Financial Services
Experience
Lincoln Financial Group May 1998 - June 2006
Source Services November 1993 - March 1998
Source Services Corporation November 1993 - March 1997
Temporary Solutions February 1992 - November 1993
Skills
Microsoft Office, Teaching, Editing, Social Media, Sales, Event Management, Marketing, New Business Development, Microsoft Word, English, Windows, Research, Teamwork, Coaching, Troubleshooting, Negotiation, Nonprofits
Education
University of California, Los Angeles 1978 — 1982
Bachelor of Applied Science (BASc), Applied Psychology
University of California, Los Angeles 1978 — 1982
Bachelor of Arts (B.A.), Psychology
California State University-Long Beach 1975 — 1978
Bachelor of Applied Science (BASc), Applied Psychology
Lincoln Financial Group May 1998 - June 2006
Source Services November 1993 - March 1998
Source Services Corporation November 1993 - March 1997
Temporary Solutions February 1992 - November 1993
Skills
Microsoft Office, Teaching, Editing, Social Media, Sales, Event Management, Marketing, New Business Development, Microsoft Word, English, Windows, Research, Teamwork, Coaching, Troubleshooting, Negotiation, Nonprofits
Education
University of California, Los Angeles 1978 — 1982
Bachelor of Applied Science (BASc), Applied Psychology
University of California, Los Angeles 1978 — 1982
Bachelor of Arts (B.A.), Psychology
California State University-Long Beach 1975 — 1978
Bachelor of Applied Science (BASc), Applied Psychology
Anu K's Lincoln Financial Group Experience April 2015 - Present
Job Quality Assurance Analyst (Business) at Lincoln Financial Group
Industry Hospital & Health Care
Experience
Lincoln Financial Group April 2015 - Present
FUJIFILM Medical Systems U.S.A., Inc. February 2014 - April 2015
Management Science Associates April 2012 - January 2014
Huntington National Bank August 2011 - February 2012
Skills
Requirements Analysis, Integration, System Testing, QTP, Software Documentation, User Acceptance Testing, Process Improvement, Requirements Gathering, SharePoint
Education
University of Bridgeport 2008 — 2010
Master's degree, Computer Science
Lincoln Financial Group April 2015 - Present
FUJIFILM Medical Systems U.S.A., Inc. February 2014 - April 2015
Management Science Associates April 2012 - January 2014
Huntington National Bank August 2011 - February 2012
Skills
Requirements Analysis, Integration, System Testing, QTP, Software Documentation, User Acceptance Testing, Process Improvement, Requirements Gathering, SharePoint
Education
University of Bridgeport 2008 — 2010
Master's degree, Computer Science
Alexandra Kichayeva Alexandra Kichayeva's Lincoln Financial Group Experience March 2011 - April 2012
Job Financial Analyst at Lior Group
Industry Financial Services
Experience
Lior Group LLC March 2015 - Present
DAFNA Capital Management June 2013 - January 2014
BAE Systems June 2012 - September 2012
Lincoln Financial Group March 2011 - April 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Microsoft Publisher, Access, Hyperion Reports, QuickBooks, Costpoint, Cognos, OS X, Windows, Stata, Visio, Wealth Management, Strategic Financial..., Customer Service, Research, Finance, Financial Planning, Social Media, Event Planning, Public Speaking, Leadership, Analysis, Social Networking
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Lior Group LLC March 2015 - Present
DAFNA Capital Management June 2013 - January 2014
BAE Systems June 2012 - September 2012
Lincoln Financial Group March 2011 - April 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Microsoft Publisher, Access, Hyperion Reports, QuickBooks, Costpoint, Cognos, OS X, Windows, Stata, Visio, Wealth Management, Strategic Financial..., Customer Service, Research, Finance, Financial Planning, Social Media, Event Planning, Public Speaking, Leadership, Analysis, Social Networking
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Destrian Wells Destrian Wells's Lincoln Financial Group Experience August 2008 - December 2009
Job Associate Relationship Manager at Delaware Investments
Industry Financial Services
Experience
Delaware Investments September 2013 - Present
Delaware Investments, a member of the Macquarie Group November 2010 - September 2013
Delaware Investments, a member of the Macquarie Group January 2010 - November 2010
Lincoln Financial Group August 2008 - December 2009
Lincoln Financial Distributors - Investments Group August 2008 - December 2009
C&S Auto Glass July 2004 - May 2008
Caterpillar Inc. May 2007 - August 2007
Regions Financial Corporation June 2006 - August 2006
Skills
Series 6, Series 63, Series 65, Project Management, Building Relationships, Business Process..., Business Intelligence, Business Analysis, Six Sigma, Strategic Planning, Management, Leadership, Marketing, Cross-functional Team..., Salesforce.com, Business Development, Analysis, Business Strategy, Investments, Budgets, Leadership Development, Sales, Strategic Partnerships, Strategy, Banking, Financial Services
Education
Tuskegee University
Bachelors, Science Finance
Tuskegee University
Bachelors, Science Sales & Marketing
Delaware Investments September 2013 - Present
Delaware Investments, a member of the Macquarie Group November 2010 - September 2013
Delaware Investments, a member of the Macquarie Group January 2010 - November 2010
Lincoln Financial Group August 2008 - December 2009
Lincoln Financial Distributors - Investments Group August 2008 - December 2009
C&S Auto Glass July 2004 - May 2008
Caterpillar Inc. May 2007 - August 2007
Regions Financial Corporation June 2006 - August 2006
Skills
Series 6, Series 63, Series 65, Project Management, Building Relationships, Business Process..., Business Intelligence, Business Analysis, Six Sigma, Strategic Planning, Management, Leadership, Marketing, Cross-functional Team..., Salesforce.com, Business Development, Analysis, Business Strategy, Investments, Budgets, Leadership Development, Sales, Strategic Partnerships, Strategy, Banking, Financial Services
Education
Tuskegee University
Bachelors, Science Finance
Tuskegee University
Bachelors, Science Sales & Marketing
Edward A. Banner's Lincoln Financial Group Experience May 2010 - August 2010
Job Production Engineering Intern
Industry Oil & Energy
Experience
EOG Resources June 2015 - August 2015
Rosetta Resources June 2014 - August 2014
Energen May 2013 - August 2013
Plains Exploration and Production January 2012 - February 2012
The Irvine Group Inc. May 2011 - August 2011
Lincoln Financial Group May 2010 - August 2010
Skills
Leadership, Drilling, Petroleum Engineering, Log Analysis, Microsoft Office, Completions, Engineering, Public Speaking, Piloting, Aircraft Systems, Pipesim, Energy, Production Engineering, Teamwork, Microsoft Excel, Air Traffic Control, Oil
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Science (B.S.), Petroleum Engineering
EOG Resources June 2015 - August 2015
Rosetta Resources June 2014 - August 2014
Energen May 2013 - August 2013
Plains Exploration and Production January 2012 - February 2012
The Irvine Group Inc. May 2011 - August 2011
Lincoln Financial Group May 2010 - August 2010
Skills
Leadership, Drilling, Petroleum Engineering, Log Analysis, Microsoft Office, Completions, Engineering, Public Speaking, Piloting, Aircraft Systems, Pipesim, Energy, Production Engineering, Teamwork, Microsoft Excel, Air Traffic Control, Oil
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Science (B.S.), Petroleum Engineering
William Page William Page's Lincoln Financial Group Experience December 2010 - September 2011
Job AVP National Processing Center at Philadelphia Insurance Companies
Industry Insurance
Experience
Philadelphia Insurance Companies June 2013 - Present
Harte-Hanks, Inc. January 2012 - June 2013
Lincoln Financial Group December 2010 - September 2011
Harleysville Insurance May 2006 - July 2010
The Hartford September 2003 - May 2006
THE ST. PAUL April 2001 - September 2003
The Hartford March 1997 - April 2001
Hartford Financial Services Business Center March 1997 - January 2000
THE TRAVELERS May 1995 - March 1997
Skills
Call Center, Insurance, Process Improvement, Operations Management, Customer Service, Customer Relations, Coaching, Sales Management, Change Management, Budgeting, Outsourcing, Business Analysis, Performance Management, Supervisory Skills, Public Speaking, Budgets, Strategic Planning, Project Management, Strategy, Call Centers, Analysis, Training, Recruiting, Team Building, Leadership
Education
University of Missouri 1985 — 1988
BA, Political Science
Moberly High School
Truman State University
Philadelphia Insurance Companies June 2013 - Present
Harte-Hanks, Inc. January 2012 - June 2013
Lincoln Financial Group December 2010 - September 2011
Harleysville Insurance May 2006 - July 2010
The Hartford September 2003 - May 2006
THE ST. PAUL April 2001 - September 2003
The Hartford March 1997 - April 2001
Hartford Financial Services Business Center March 1997 - January 2000
THE TRAVELERS May 1995 - March 1997
Skills
Call Center, Insurance, Process Improvement, Operations Management, Customer Service, Customer Relations, Coaching, Sales Management, Change Management, Budgeting, Outsourcing, Business Analysis, Performance Management, Supervisory Skills, Public Speaking, Budgets, Strategic Planning, Project Management, Strategy, Call Centers, Analysis, Training, Recruiting, Team Building, Leadership
Education
University of Missouri 1985 — 1988
BA, Political Science
Moberly High School
Truman State University
Adriano Rozental Adriano Rozental's Lincoln Financial Group Experience July 2014 - August 2014
Job Associate at Thermopraxis
Industry
Experience
Thermopraxis June 2015 - Present
FOS Advisors, LLC June 2015 - Present
Lincoln Financial Group July 2014 - August 2014
Found Objects Music Productions June 2014 - August 2014
Return Path July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Logic Pro
Education
Vassar College 2013 — 2017
Bachelor’s Degree, Economics
UCL 2015 — 2015
Bachelor’s Degree, Economics
Thermopraxis June 2015 - Present
FOS Advisors, LLC June 2015 - Present
Lincoln Financial Group July 2014 - August 2014
Found Objects Music Productions June 2014 - August 2014
Return Path July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Logic Pro
Education
Vassar College 2013 — 2017
Bachelor’s Degree, Economics
UCL 2015 — 2015
Bachelor’s Degree, Economics
Jason Lavarias's Lincoln Financial Group Experience October 2013 - March 2014
Job General Manager at iFLY Va Beach INDOOR SKYDIVING
Industry Recreational Facilities and Services
Experience
iFLY Va Beach March 2014 - Present
Lincoln Financial Group October 2013 - March 2014
US Navy December 2009 - November 2013
First Command Financial Services August 2003 - July 2013
US Navy May 1998 - July 2003
Skills
Risk Management, Management, Finance, Marketing, Navy, Banking, Military, Security Clearance, Operational Planning, DoD, Military Operations, Leadership, Program Management, National Security, Military Experience
Education
United States Naval Academy 1994 — 1998
Bachelor of Science, Mechanical Engineering
iFLY Va Beach March 2014 - Present
Lincoln Financial Group October 2013 - March 2014
US Navy December 2009 - November 2013
First Command Financial Services August 2003 - July 2013
US Navy May 1998 - July 2003
Skills
Risk Management, Management, Finance, Marketing, Navy, Banking, Military, Security Clearance, Operational Planning, DoD, Military Operations, Leadership, Program Management, National Security, Military Experience
Education
United States Naval Academy 1994 — 1998
Bachelor of Science, Mechanical Engineering
Carl Yang Carl Yang's Lincoln Financial Group Experience 2008 - 2008
Job Associate at KKR
Industry Investment Management
Experience
KKR 2014 - Present
Springleaf Financial Services August 2013 - February 2014
Barclays June 2011 - July 2013
Barclays Capital June 2010 - August 2010
Viant Group November 2009 - December 2009
Carsala May 2009 - September 2009
Lincoln Financial Group 2008 - 2008
Skills
Financial Modeling, Corporate Finance, Investment Banking, Bloomberg
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Economics
Mission San Jose High School 2003 — 2007
KKR 2014 - Present
Springleaf Financial Services August 2013 - February 2014
Barclays June 2011 - July 2013
Barclays Capital June 2010 - August 2010
Viant Group November 2009 - December 2009
Carsala May 2009 - September 2009
Lincoln Financial Group 2008 - 2008
Skills
Financial Modeling, Corporate Finance, Investment Banking, Bloomberg
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Economics
Mission San Jose High School 2003 — 2007
Joseph Magardino Joseph Magardino's Lincoln Financial Group Experience June 2015 - Present
Job Application Development Specialist at Lincoln Financial Group
Industry Computer Software
Experience
Lincoln Financial Group June 2015 - Present
Regeneron Pharmaceuticals, Inc. May 2014 - August 2014
USTA June 2013 - August 2013
Digitech Computer, Inc June 2012 - August 2012
RD Management June 2011 - August 2011
Eagle Business Machines June 2009 - September 2009
Skills
Java, Python, C, R, Ruby on Rails, Data Mining, Team Leadership, Work Ethic, Detail oriented
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Science (BS), Computer Science
Horace Greeley High School 2007 — 2011
Lincoln Financial Group June 2015 - Present
Regeneron Pharmaceuticals, Inc. May 2014 - August 2014
USTA June 2013 - August 2013
Digitech Computer, Inc June 2012 - August 2012
RD Management June 2011 - August 2011
Eagle Business Machines June 2009 - September 2009
Skills
Java, Python, C, R, Ruby on Rails, Data Mining, Team Leadership, Work Ethic, Detail oriented
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Science (BS), Computer Science
Horace Greeley High School 2007 — 2011
Brandon McCreary, CMA, CBCP Brandon McCreary, CMA, CBCP's Lincoln Financial Group Experience September 2008 - June 2009
Job Manager, Global Risk Management at ACE Group
Industry Financial Services
Experience
ACE Group May 2015 - Present
ACE Group April 2013 - May 2015
ACE Group November 2009 - April 2013
Lincoln Financial Group September 2008 - June 2009
Lincoln Financial Group September 2007 - September 2008
Lincoln Financial Group August 2006 - September 2007
Skills
Risk Management, Sarbanes-Oxley Act, Internal Audit, Project Management, Enterprise Risk..., Business Continuity..., Leadership, Management, Finance, Business Process..., Business Continuity, Accounting, Business Analysis, Risk Assessment, Process Improvement, Financial Risk, Internal Controls, Financial Analysis, Analysis, Insurance, Corporate Finance, Financial Reporting
Education
Tuskegee University 2002 — 2006
Bachelor of Science (B.S.), Accounting
ACE Group May 2015 - Present
ACE Group April 2013 - May 2015
ACE Group November 2009 - April 2013
Lincoln Financial Group September 2008 - June 2009
Lincoln Financial Group September 2007 - September 2008
Lincoln Financial Group August 2006 - September 2007
Skills
Risk Management, Sarbanes-Oxley Act, Internal Audit, Project Management, Enterprise Risk..., Business Continuity..., Leadership, Management, Finance, Business Process..., Business Continuity, Accounting, Business Analysis, Risk Assessment, Process Improvement, Financial Risk, Internal Controls, Financial Analysis, Analysis, Insurance, Corporate Finance, Financial Reporting
Education
Tuskegee University 2002 — 2006
Bachelor of Science (B.S.), Accounting
Haley Monaco Haley Monaco's Lincoln Financial Group Experience October 2010 - Present
Job Marketing Representative at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 2010 - Present
Skills
Life Insurance, Sales, Insurance, Management, Employee Benefits, Social Media, Marketing, Social Media Marketing
Education
The University of Texas at Austin 2006 — 2010
Lincoln Financial Group October 2010 - Present
Skills
Life Insurance, Sales, Insurance, Management, Employee Benefits, Social Media, Marketing, Social Media Marketing
Education
The University of Texas at Austin 2006 — 2010
Shant Asirvadam's Lincoln Financial Group Experience July 2005 - July 2006
Job Corporate Development and Pricing Specialist at Accenture
Industry Management Consulting
Experience
Accenture June 2015 - Present
Accenture January 2012 - July 2015
Accenture February 2009 - January 2012
Accenture August 2006 - January 2009
Lincoln Financial Group July 2005 - July 2006
Dynamic Imports September 2004 - February 2005
Chrysler / Jeep November 2002 - July 2004
Skills
Financial Management, Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Managerial Finance, Financial Modeling, Analysis, Business Analysis, Budgets, Corporate Finance, SAP, Finance, Business Strategy, Valuation, Strategy, Competitive Analysis, Pricing, Management, Analytics, Project Management, Portfolio Management, Market Research, Business Process..., Investments, Financial Risk, Management Consulting, Outsourcing, Consulting, IT Strategy
Education
The University of Texas at Dallas 2010 — 2011
Masters, Management and Administrative Sciences - Corporate Strategy, 3.7
The University of Texas at Dallas 2001 — 2006
Bachelors of Science, Finance
Accenture June 2015 - Present
Accenture January 2012 - July 2015
Accenture February 2009 - January 2012
Accenture August 2006 - January 2009
Lincoln Financial Group July 2005 - July 2006
Dynamic Imports September 2004 - February 2005
Chrysler / Jeep November 2002 - July 2004
Skills
Financial Management, Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Managerial Finance, Financial Modeling, Analysis, Business Analysis, Budgets, Corporate Finance, SAP, Finance, Business Strategy, Valuation, Strategy, Competitive Analysis, Pricing, Management, Analytics, Project Management, Portfolio Management, Market Research, Business Process..., Investments, Financial Risk, Management Consulting, Outsourcing, Consulting, IT Strategy
Education
The University of Texas at Dallas 2010 — 2011
Masters, Management and Administrative Sciences - Corporate Strategy, 3.7
The University of Texas at Dallas 2001 — 2006
Bachelors of Science, Finance
Raymond Everding Raymond Everding's Lincoln Financial Group Experience November 1993 - October 1995
Job Owner of Retirement Income Strategies, LLC
Industry Financial Services
Experience
Sunset Office Suites, Inc. September 2001 - Present
Retirement Income Strategies, LLC January 1996 - Present
Lincoln Financial Group November 1993 - October 1995
Transamerica Life Insurance Company November 1984 - November 1993
Skills
Small Business
Education
Truman State University 1975 — 1979
Bachelors of Science, Major - Law Enforcement, Minor - Business Administration
Vianney High School
Vianney High School
Sunset Office Suites, Inc. September 2001 - Present
Retirement Income Strategies, LLC January 1996 - Present
Lincoln Financial Group November 1993 - October 1995
Transamerica Life Insurance Company November 1984 - November 1993
Skills
Small Business
Education
Truman State University 1975 — 1979
Bachelors of Science, Major - Law Enforcement, Minor - Business Administration
Vianney High School
Vianney High School
Jeff Kingry's Lincoln Financial Group Experience 1999 - 2001
Job Sales Manager Microsoft Application Sales Team @ Rackspace Hosting
Industry Information Technology and Services
Experience
Rackspace Hosting 2009 - Present
The HJK Company 2002 - 2010
Farmers Insurance 2001 - 2007
Lincoln Financial Group 1999 - 2001
Education
The University of Texas at Austin
BA, Economics
Rackspace Hosting 2009 - Present
The HJK Company 2002 - 2010
Farmers Insurance 2001 - 2007
Lincoln Financial Group 1999 - 2001
Education
The University of Texas at Austin
BA, Economics
George Thekkedath George Thekkedath's Lincoln Financial Group Experience May 2015 - August 2015
Job Equity Risk Management at Lincoln Financial Group
Industry Information Technology and Services
Experience
Trinfo May 2013 - Present
Lincoln Financial Group May 2015 - August 2015
Amy Biehl Foundation Trust July 2014 - November 2014
Trinity College Mathematics Department December 2012 - August 2013
Skills
Microsoft Office, Java, JavaScript, HTML, Python, CSS, Photoshop, Matlab, MySQL, Outlook, Swift, Objective-C, WordPress Design, Web Development, AutoCAD, Team Leadership, PowerPoint, Social Media, Data Analysis, Public Speaking, Microsoft Word, Research, Curriculum Design, Microsoft Excel, Teaching
Education
Trinity College, Hartford 2012 — 2016
Bachelor’s Degree, BS Computing with Mathematics
University of Cape Town 2014 — 2014
Actuarial Science , Community Outreach
Gwinnett School of Mathematics Science and Technology 2008 — 2012
High School
Trinfo May 2013 - Present
Lincoln Financial Group May 2015 - August 2015
Amy Biehl Foundation Trust July 2014 - November 2014
Trinity College Mathematics Department December 2012 - August 2013
Skills
Microsoft Office, Java, JavaScript, HTML, Python, CSS, Photoshop, Matlab, MySQL, Outlook, Swift, Objective-C, WordPress Design, Web Development, AutoCAD, Team Leadership, PowerPoint, Social Media, Data Analysis, Public Speaking, Microsoft Word, Research, Curriculum Design, Microsoft Excel, Teaching
Education
Trinity College, Hartford 2012 — 2016
Bachelor’s Degree, BS Computing with Mathematics
University of Cape Town 2014 — 2014
Actuarial Science , Community Outreach
Gwinnett School of Mathematics Science and Technology 2008 — 2012
High School
Diana de Carranza's Lincoln Financial Group Experience September 2011 - February 2012
Job Human Resources at Ruoff Home Mortgage
Industry Human Resources
Experience
Ruoff Home Mortgage August 2014 - Present
Northeast Indiana Trail Riders Organization July 2012 - Present
Auburn Gear, Inc. April 2012 - December 2013
Lincoln Financial Group September 2011 - February 2012
Rhinehart Finishing, LLC November 2010 - September 2011
Pro Resources Staffing May 2002 - July 2010
Pro Resources Staffing Services 2002 - July 2010
Skills
Recruiting, Onboarding, Employee Training, Employee Benefits, Employee Relations, Event Management, Workers Compensation, Leading Meetings, HRIS Database Management, Grant Writing, ADP Payroll, Project Management, Leadership Development, Accident Investigation, Conservation Issues, Mountain Biking, Personnel Management, Interviews, Human Resources, Benefits Administration, Talent Acquisition, Applicant Tracking..., Talent Management
Education
Tri-State University 2000 — 2004
Bachelor of Science, Managment
Tri-State University, Angola, IN
Bachelor of Science in Applied Management
Ruoff Home Mortgage August 2014 - Present
Northeast Indiana Trail Riders Organization July 2012 - Present
Auburn Gear, Inc. April 2012 - December 2013
Lincoln Financial Group September 2011 - February 2012
Rhinehart Finishing, LLC November 2010 - September 2011
Pro Resources Staffing May 2002 - July 2010
Pro Resources Staffing Services 2002 - July 2010
Skills
Recruiting, Onboarding, Employee Training, Employee Benefits, Employee Relations, Event Management, Workers Compensation, Leading Meetings, HRIS Database Management, Grant Writing, ADP Payroll, Project Management, Leadership Development, Accident Investigation, Conservation Issues, Mountain Biking, Personnel Management, Interviews, Human Resources, Benefits Administration, Talent Acquisition, Applicant Tracking..., Talent Management
Education
Tri-State University 2000 — 2004
Bachelor of Science, Managment
Tri-State University, Angola, IN
Bachelor of Science in Applied Management
Jaiganesh Vaidyalingam's Lincoln Financial Group Experience July 2014 - Present
Job Application Development Lead at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2014 - Present
SEI Investments October 2004 - June 2014
JP Mobile June 2003 - November 2004
University of Texas at Arlington May 2001 - May 2003
Skills
Algorithms, Agile Methodologies, Software Development, Software Project..., SDLC
Education
The University of Texas at Arlington 2000 — 2003
MS, EE
SRM Engineering College
BE, EEE
Lincoln Financial Group July 2014 - Present
SEI Investments October 2004 - June 2014
JP Mobile June 2003 - November 2004
University of Texas at Arlington May 2001 - May 2003
Skills
Algorithms, Agile Methodologies, Software Development, Software Project..., SDLC
Education
The University of Texas at Arlington 2000 — 2003
MS, EE
SRM Engineering College
BE, EEE
C.J. Faust's Lincoln Financial Group Experience January 2013 - June 2015
Job Specialty Sales Executive at Anthem Blue Cross
Industry Insurance
Experience
Lincoln Financial Group January 2013 - June 2015
Reliance Standard Life Insurance Company December 2011 - January 2013
Anthem Blue Cross October 2006 - December 2011
MetLife March 2000 - October 2006
Skills
Health Insurance, Disability Insurance, Employee Benefits, Health Savings Accounts, Brokers, Insurance, 401k, Dentistry
Education
University of California, Berkeley 1993 — 1998
BA, Economics
Lincoln Financial Group January 2013 - June 2015
Reliance Standard Life Insurance Company December 2011 - January 2013
Anthem Blue Cross October 2006 - December 2011
MetLife March 2000 - October 2006
Skills
Health Insurance, Disability Insurance, Employee Benefits, Health Savings Accounts, Brokers, Insurance, 401k, Dentistry
Education
University of California, Berkeley 1993 — 1998
BA, Economics
Levi German, CTFL's Lincoln Financial Group Experience April 2012 - Present
Job QA Analyst at Lincoln Financial Group
Industry Computer Software
Experience
Lincoln Financial Group April 2012 - Present
Modis April 2012 - Present
Portico Benefit Services June 2011 - April 2012
Lifetouch March 2011 - April 2011
Robbinsdale Rehabilitation and Care Center January 2010 - January 2011
Robert Half Technology 2011 - 2011
Safeway November 2008 - January 2010
THQ/RemX May 2009 - November 2009
THQ/RemX June 2008 - September 2008
Zero Barrier November 2006 - April 2008
Skills
Quality Assurance, Manual Testing, Quality Center, DevTrack, JIRA, PS3, Xbox 360, PSP, Wii, SDLC, Agile & Waterfall..., Game Development, Game Design, Gameplay, Risk Assessment, Time Management, Software Documentation, Requirements Analysis, Requirements..., Microsoft Office, SnagIt, SQL, Test Cases, Regression Testing, Boundary Testing, Problem Solving, 3D Studio Max, Photoshop, Illustrator, Team Mentoring, Detailed Organization, SharePoint, Teamwork, User Acceptance Testing, Software Quality, XML, ISTQB Certified, Insurance, HIPAA, Video Games, Test Planning, Scrum, QTP, HP Quality Center
Education
University of Advancing Technology 2005 — 2008
Bachelors, Multimedia, Game Design
Lincoln Financial Group April 2012 - Present
Modis April 2012 - Present
Portico Benefit Services June 2011 - April 2012
Lifetouch March 2011 - April 2011
Robbinsdale Rehabilitation and Care Center January 2010 - January 2011
Robert Half Technology 2011 - 2011
Safeway November 2008 - January 2010
THQ/RemX May 2009 - November 2009
THQ/RemX June 2008 - September 2008
Zero Barrier November 2006 - April 2008
Skills
Quality Assurance, Manual Testing, Quality Center, DevTrack, JIRA, PS3, Xbox 360, PSP, Wii, SDLC, Agile & Waterfall..., Game Development, Game Design, Gameplay, Risk Assessment, Time Management, Software Documentation, Requirements Analysis, Requirements..., Microsoft Office, SnagIt, SQL, Test Cases, Regression Testing, Boundary Testing, Problem Solving, 3D Studio Max, Photoshop, Illustrator, Team Mentoring, Detailed Organization, SharePoint, Teamwork, User Acceptance Testing, Software Quality, XML, ISTQB Certified, Insurance, HIPAA, Video Games, Test Planning, Scrum, QTP, HP Quality Center
Education
University of Advancing Technology 2005 — 2008
Bachelors, Multimedia, Game Design
Sarah Vannatter's Lincoln Financial Group Experience August 2010 - Present
Job Marketing Representative
Industry Insurance
Experience
Lincoln Financial Group August 2010 - Present
Aon Consulting 2003 - 2005
Skills
Health Savings Accounts, Life Insurance, Insurance, Health Insurance, Disability Insurance, 401k, Benefits Administration, Brokers, Employee Benefits, Term Life Insurance, Underwriting
Education
The University of Texas at Austin
Lincoln Financial Group August 2010 - Present
Aon Consulting 2003 - 2005
Skills
Health Savings Accounts, Life Insurance, Insurance, Health Insurance, Disability Insurance, 401k, Benefits Administration, Brokers, Employee Benefits, Term Life Insurance, Underwriting
Education
The University of Texas at Austin
Julie Denmon's Lincoln Financial Group Experience August 1988 - November 2000
Job Office/HR/Licensing/Compliance Manager at Risk Transfer Insurance Agency LLC
Industry Insurance
Experience
Risk Transfer Insurance Agency LLC April 2010 - Present
Ron Sellers & Associates, Inc. February 2007 - April 2010
The Rawls Company August 2005 - February 2007
Ron Sellers & Associates November 2000 - August 2005
Lincoln Financial Group August 1988 - November 2000
Skills
Fixed Annuities, Health Insurance, Workers Compensation, Property & Casualty..., Customer Service, Commercial Lines, Marketing, Sales, Strategic Planning, Microsoft Office, Coaching, Payroll, Small Business, Account Reconciliation, Employee Benefits, General Insurance, Nutrition, Insurance
Education
University of Alaska 1975 — 1978
University of Alaska Anchorage
Risk Transfer Insurance Agency LLC April 2010 - Present
Ron Sellers & Associates, Inc. February 2007 - April 2010
The Rawls Company August 2005 - February 2007
Ron Sellers & Associates November 2000 - August 2005
Lincoln Financial Group August 1988 - November 2000
Skills
Fixed Annuities, Health Insurance, Workers Compensation, Property & Casualty..., Customer Service, Commercial Lines, Marketing, Sales, Strategic Planning, Microsoft Office, Coaching, Payroll, Small Business, Account Reconciliation, Employee Benefits, General Insurance, Nutrition, Insurance
Education
University of Alaska 1975 — 1978
University of Alaska Anchorage
Greg Hadaller's Lincoln Financial Group Experience 2007 - 2007
Job Business Rules Consultant
Industry Computer Software
Experience
IBM 2009 - Present
ILOG an IBM Company 2009 - Present
ILOG, Inc October 2002 - 2009
Lincoln Financial Group 2007 - 2007
MindBox January 2003 - June 2006
MindBox June 1993 - December 2000
Mindbox ( formerly Brightware) 1999 - 2000
MDA MindBox, Inc. 1997 - 1999
Brightware Inc 1995 - 1999
INFERENCE CORPORATION 1993 - 1997
Skills
ILOG, Business Rules, Business Analysis, Business Knowledge, Requirements Gathering, Process Engineering, ODM / JRules, Business Process..., Business Process..., Software Development, Architecture, Integration, Cloud Computing, SOA, Solution Architecture, BRMS, Websphere, Analysis, Enterprise Architecture, Business Process, Agile Methodologies, Software Design, Analytics, Artificial Intelligence, Software Project..., Business Intelligence, Enterprise Software, Business Process Design, Program Management
Education
University of Central Florida 1985 — 1989
MS, Computer Science
University of Central Florida 1980 — 1984
BS, Computer Science
IBM 2009 - Present
ILOG an IBM Company 2009 - Present
ILOG, Inc October 2002 - 2009
Lincoln Financial Group 2007 - 2007
MindBox January 2003 - June 2006
MindBox June 1993 - December 2000
Mindbox ( formerly Brightware) 1999 - 2000
MDA MindBox, Inc. 1997 - 1999
Brightware Inc 1995 - 1999
INFERENCE CORPORATION 1993 - 1997
Skills
ILOG, Business Rules, Business Analysis, Business Knowledge, Requirements Gathering, Process Engineering, ODM / JRules, Business Process..., Business Process..., Software Development, Architecture, Integration, Cloud Computing, SOA, Solution Architecture, BRMS, Websphere, Analysis, Enterprise Architecture, Business Process, Agile Methodologies, Software Design, Analytics, Artificial Intelligence, Software Project..., Business Intelligence, Enterprise Software, Business Process Design, Program Management
Education
University of Central Florida 1985 — 1989
MS, Computer Science
University of Central Florida 1980 — 1984
BS, Computer Science
Ken Tkacs's Lincoln Financial Group Experience September 2011 - Present
Job Lead Application Developer
Industry Insurance
Experience
Lincoln Financial Group September 2011 - Present
JER Partners 1992 - May 2011
J.E. Robert Companies 1992 - May 2011
J.E. Robert Company 1992 - 2008
JER Revenue Services 1992 - 2007
G. Fox & Co. 1985 - 1989
Nitsuko America Corp. 1982 - 1988
Nitsuko America 1982 - 1988
Education
University of Bridgeport 1978 — 1982
BSID, Industrial Design
Trumbull High School 1975 — 1978
High School Diploma
Lincoln Financial Group September 2011 - Present
JER Partners 1992 - May 2011
J.E. Robert Companies 1992 - May 2011
J.E. Robert Company 1992 - 2008
JER Revenue Services 1992 - 2007
G. Fox & Co. 1985 - 1989
Nitsuko America Corp. 1982 - 1988
Nitsuko America 1982 - 1988
Education
University of Bridgeport 1978 — 1982
BSID, Industrial Design
Trumbull High School 1975 — 1978
High School Diploma
Deborah Shaughnessy-Stark's Lincoln Financial Group Experience February 2011 - Present
Job Senior Marketing Writer at Lincoln Financial
Industry Financial Services
Experience
Lincoln Financial Group February 2011 - Present
ING February 2003 - December 2010
Salus University July 2000 - February 2003
Susquehanna River Basin Commission June 1998 - July 2000
Eastern York School District 1994 - 1998
Skills
Marketing Communications, Creative Strategy, Copy Editing, Copywriting, Brochures, Editing, Proofreading, Content Development, Creative Direction, Content Management, Publications, Marketing, Technical Writing, Creativity, Corporate Communications, Newsletters, Press Releases, Nonprofits, Web Content, Financial Services
Education
Towson University 1995 — 1998
MS, Professional Writing for the Public and Private Sectors
York College of Pennsylvania 1992 — 1994
BS, Elementary Education
Lincoln Financial Group February 2011 - Present
ING February 2003 - December 2010
Salus University July 2000 - February 2003
Susquehanna River Basin Commission June 1998 - July 2000
Eastern York School District 1994 - 1998
Skills
Marketing Communications, Creative Strategy, Copy Editing, Copywriting, Brochures, Editing, Proofreading, Content Development, Creative Direction, Content Management, Publications, Marketing, Technical Writing, Creativity, Corporate Communications, Newsletters, Press Releases, Nonprofits, Web Content, Financial Services
Education
Towson University 1995 — 1998
MS, Professional Writing for the Public and Private Sectors
York College of Pennsylvania 1992 — 1994
BS, Elementary Education
Rebecca Mongeon's Lincoln Financial Group Experience June 2002 - December 2005
Job Communications Coordinator at Addison Gallery of American Art, Phillips Academy
Industry Museums and Institutions
Experience
Addison Gallery of American Art, Phillips Academy June 2012 - Present
Wellesley College February 2012 - June 2012
Wellesley College March 2006 - October 2011
Lincoln Financial Group June 2002 - December 2005
Davis Museum and Cultural Center, Wellesley College December 1999 - June 2002
Boston University School of Medicine November 1998 - December 1999
Rockport Publishers September 1997 - November 1998
Skills
Editing, Nonprofits, Social Media, Fundraising, Grant Writing, Museums, Research, Community Outreach, Press Releases, Public Relations, Newsletters, Photoshop, InDesign, Marketing Communications
Education
Trinity College-Hartford 2002 — 2005
MA, American Studies/Museum Studies
Wellesley College 1993 — 1997
BA, Studio Art
Addison Gallery of American Art, Phillips Academy June 2012 - Present
Wellesley College February 2012 - June 2012
Wellesley College March 2006 - October 2011
Lincoln Financial Group June 2002 - December 2005
Davis Museum and Cultural Center, Wellesley College December 1999 - June 2002
Boston University School of Medicine November 1998 - December 1999
Rockport Publishers September 1997 - November 1998
Skills
Editing, Nonprofits, Social Media, Fundraising, Grant Writing, Museums, Research, Community Outreach, Press Releases, Public Relations, Newsletters, Photoshop, InDesign, Marketing Communications
Education
Trinity College-Hartford 2002 — 2005
MA, American Studies/Museum Studies
Wellesley College 1993 — 1997
BA, Studio Art
Isaac Alatorre's Lincoln Financial Group Experience September 2007 - March 2009
Job Owner at Coastline Supplies
Industry Business Supplies and Equipment
Experience
Coastline Supplies December 2010 - Present
Los Angeles Emergency Preparedness Foundation September 2014 - Present
West Coast Safety Supplies June 2009 - November 2010
Lincoln Financial Group September 2007 - March 2009
UBS July 2003 - September 2006
Wells Fargo Bank July 1998 - August 2000
Skills
Marketing Strategy, Account Management, Management, Marketing, Sales, Negotiation, Leadership, Business Strategy, Business Development, Microsoft Office, Microsoft Excel, Email Marketing, Strategy, Social Networking, Marketing Communications, Salesforce.com, Social Media Marketing, Small Business, Strategic Partnerships
Education
University of California, Irvine 2001 — 2003
BA, History, Humanties and Law
El Rancho High School 1994 — 1998
Mastering Business Growth
Mastering Business Growth
Mastering Business Growth
Coastline Supplies December 2010 - Present
Los Angeles Emergency Preparedness Foundation September 2014 - Present
West Coast Safety Supplies June 2009 - November 2010
Lincoln Financial Group September 2007 - March 2009
UBS July 2003 - September 2006
Wells Fargo Bank July 1998 - August 2000
Skills
Marketing Strategy, Account Management, Management, Marketing, Sales, Negotiation, Leadership, Business Strategy, Business Development, Microsoft Office, Microsoft Excel, Email Marketing, Strategy, Social Networking, Marketing Communications, Salesforce.com, Social Media Marketing, Small Business, Strategic Partnerships
Education
University of California, Irvine 2001 — 2003
BA, History, Humanties and Law
El Rancho High School 1994 — 1998
Mastering Business Growth
Mastering Business Growth
Mastering Business Growth
Michael Schulitz's Lincoln Financial Group Experience July 2002 - June 2010
Job Head of Distribution | Wilshire Advisor Solutions
Industry Financial Services
Experience
Wilshire Associates August 2011 - Present
FUTURITY FIRST Insurance Group June 2010 - September 2011
Lincoln Financial Group July 2002 - June 2010
Ivy Funds 2000 - 2002
MetLife 1998 - 2000
Prudential Financial 1994 - 1998
Skills
Mutual Funds, Asset Management, Investments, Series 7, Portfolio Management, Series 63, Wealth Management, Financial Services, Retirement Planning, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance
Union College 1986 — 1990
BS, Mathematics
Wilshire Associates August 2011 - Present
FUTURITY FIRST Insurance Group June 2010 - September 2011
Lincoln Financial Group July 2002 - June 2010
Ivy Funds 2000 - 2002
MetLife 1998 - 2000
Prudential Financial 1994 - 1998
Skills
Mutual Funds, Asset Management, Investments, Series 7, Portfolio Management, Series 63, Wealth Management, Financial Services, Retirement Planning, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance
Union College 1986 — 1990
BS, Mathematics
Crystal Budny's Lincoln Financial Group Experience May 2006 - Present
Job Sales Consultant at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group May 2006 - Present
Data2Logistics March 2005 - May 2006
Skills
Employee Benefits, Disability Insurance, Insurance, Life Insurance, Health Insurance, Long-term Care, Fixed Annuities, Health Savings Accounts, Term Life Insurance, Underwriting, 401k, Critical Illness, Group Insurance
Education
University of Central Florida
Bachelors, Math and Finance
Lincoln Financial Group May 2006 - Present
Data2Logistics March 2005 - May 2006
Skills
Employee Benefits, Disability Insurance, Insurance, Life Insurance, Health Insurance, Long-term Care, Fixed Annuities, Health Savings Accounts, Term Life Insurance, Underwriting, 401k, Critical Illness, Group Insurance
Education
University of Central Florida
Bachelors, Math and Finance
Mort Farimani's Lincoln Financial Group Experience Sr. Business ConsultantTEKsystemsNovember 2014 - Present
Job Sr. Business Consultant at TEKsystems
Industry Insurance
Experience
Lincoln Financial Group Sr. Business ConsultantTEKsystemsNovember 2014 - Present
The Hartford August 2005 - October 2014
Lincoln Financial Group May 1996 - May 2003
Standard Register April 1986 - May 1996
Skills
Insurance, Sales Operations, Visio, Process Improvement, Analytics, Salesforce.com, Business Objects, AWD
Education
University of Bridgeport 1976 — 1983
BS, MA, Graphics, Business
Richmond College, Richmond, England 1975 — 1976
Technical Drawing
Lincoln Financial Group Sr. Business ConsultantTEKsystemsNovember 2014 - Present
The Hartford August 2005 - October 2014
Lincoln Financial Group May 1996 - May 2003
Standard Register April 1986 - May 1996
Skills
Insurance, Sales Operations, Visio, Process Improvement, Analytics, Salesforce.com, Business Objects, AWD
Education
University of Bridgeport 1976 — 1983
BS, MA, Graphics, Business
Richmond College, Richmond, England 1975 — 1976
Technical Drawing
Sidney Hale's Lincoln Financial Group Experience December 2011 - August 2012
Job President Isom Ventures LLC DBA McHale's Brewhouse
Industry Computer Software
Experience
Isom Ventures LLC DBA McHale's Brewhouse October 2010 - Present
UST Global November 2013 - August 2014
Assurant Health August 2012 - November 2013
Lincoln Financial Group December 2011 - August 2012
Trustmark Life Insurance Company August 2011 - November 2011
UST Global March 2011 - April 2011
UST Global June 2010 - September 2010
ACS January 2010 - June 2010
ARS December 2009 - December 2009
Unitrin Direct October 2006 - December 2008
Skills
Microsoft SQL Server, JavaScript, AJAX, XML, Requirements Analysis, Java, C++, C#, Print, xPression, Testing, jQuery, SQL, .NET, ASP.NET, Oracle, HTML, Web Applications, Software Development, VB.NET, PHP, Team Leadership, Multi-Cultural Team..., System Architecture, SharePoint, SDLC, T-SQL, Databases, Analysis, Programming, DB2, Web Development, Visio, Database Design, Linux, Agile Methodologies, IIS, SSRS, Business Analysis, Web Services, Enterprise Architecture, SOA, Scrum, Visual Studio, IT Management, MySQL, Visual Basic, Access, Integration, Business Intelligence
Education
The University of Tennessee at Chattanooga 2000 — 2003
Bachelor of Science, Computer Science: Scientific Application
Isom Ventures LLC DBA McHale's Brewhouse October 2010 - Present
UST Global November 2013 - August 2014
Assurant Health August 2012 - November 2013
Lincoln Financial Group December 2011 - August 2012
Trustmark Life Insurance Company August 2011 - November 2011
UST Global March 2011 - April 2011
UST Global June 2010 - September 2010
ACS January 2010 - June 2010
ARS December 2009 - December 2009
Unitrin Direct October 2006 - December 2008
Skills
Microsoft SQL Server, JavaScript, AJAX, XML, Requirements Analysis, Java, C++, C#, Print, xPression, Testing, jQuery, SQL, .NET, ASP.NET, Oracle, HTML, Web Applications, Software Development, VB.NET, PHP, Team Leadership, Multi-Cultural Team..., System Architecture, SharePoint, SDLC, T-SQL, Databases, Analysis, Programming, DB2, Web Development, Visio, Database Design, Linux, Agile Methodologies, IIS, SSRS, Business Analysis, Web Services, Enterprise Architecture, SOA, Scrum, Visual Studio, IT Management, MySQL, Visual Basic, Access, Integration, Business Intelligence
Education
The University of Tennessee at Chattanooga 2000 — 2003
Bachelor of Science, Computer Science: Scientific Application
Linnea Ackerman's Lincoln Financial Group Experience May 2014 - Present
Job Financial Analysis Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2014 - Present
JCPenney April 2009 - November 2014
Skills
Fraud, Private Investigations, Interrogation, Customer Service, Training, Workplace Violence, Physical Security, Leadership, Internal Investigations, Team Leadership, Report Writing, Microsoft Excel, Networking, Investigations, Communication, Statistics, Mentoring, Data Modeling, Microsoft Access, QI Excel Macros
Education
Tiffin University 2009 — 2011
MSCJ, Criminal Justice with a concentration in Analysis/Statistics, 3.9
Lincoln Financial Group May 2014 - Present
JCPenney April 2009 - November 2014
Skills
Fraud, Private Investigations, Interrogation, Customer Service, Training, Workplace Violence, Physical Security, Leadership, Internal Investigations, Team Leadership, Report Writing, Microsoft Excel, Networking, Investigations, Communication, Statistics, Mentoring, Data Modeling, Microsoft Access, QI Excel Macros
Education
Tiffin University 2009 — 2011
MSCJ, Criminal Justice with a concentration in Analysis/Statistics, 3.9
Ron Holinsky's Lincoln Financial Group Experience September 2013 - Present
Job Vice President, Chief Compliance Officer & Assistant General Counsel at Lincoln Financial Group
Industry Investment Management
Experience
Lincoln Financial Group September 2013 - Present
Janney Capital Management LLC September 2012 - September 2013
Janney Montgomery Scott September 2010 - September 2013
Legg Mason Investor Services, LLC December 2008 - September 2010
Legg Mason & Co., LLC October 2004 - September 2010
K&L Gates LLP January 2001 - September 2004
US Securities and Exchange Commission August 1997 - December 2000
Skills
Banking, Asset Management, Investments, Investment Advisory, Hedge Funds, Trading, Mutual Funds, Securities, Financial Services, Financial Structuring, Portfolio Management, Management, Business Strategy, Alternative Investments, SEC, Investment Management, ETFs, Investment Company Act, Policy, Private Placements, Options, Series 7, Securities Regulation, Financial Advisory
Education
University of Baltimore School of Law 1993 — 1996
JD, Law
West Virginia University 1988 — 1992
BSBA, Finance
Lincoln Financial Group September 2013 - Present
Janney Capital Management LLC September 2012 - September 2013
Janney Montgomery Scott September 2010 - September 2013
Legg Mason Investor Services, LLC December 2008 - September 2010
Legg Mason & Co., LLC October 2004 - September 2010
K&L Gates LLP January 2001 - September 2004
US Securities and Exchange Commission August 1997 - December 2000
Skills
Banking, Asset Management, Investments, Investment Advisory, Hedge Funds, Trading, Mutual Funds, Securities, Financial Services, Financial Structuring, Portfolio Management, Management, Business Strategy, Alternative Investments, SEC, Investment Management, ETFs, Investment Company Act, Policy, Private Placements, Options, Series 7, Securities Regulation, Financial Advisory
Education
University of Baltimore School of Law 1993 — 1996
JD, Law
West Virginia University 1988 — 1992
BSBA, Finance
Elizabeth Keller's Lincoln Financial Group Experience March 2015 - Present
Job Vice President at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group September 2012 - February 2015
Lincoln Financial Group January 2012 - October 2012
Lincoln Financial Group January 2010 - December 2011
Lincoln Financial Group December 2006 - December 2009
Lexington State Bank December 2004 - December 2006
Security Capital Group 1993 - 2001
KPMG Peat Marwick August 1991 - June 1993
Skills
Business Objects, Essbase, PeopleSoft, Financial Reporting, Business Intelligence, Financial Analysis, Accounting, General Ledger, Hyperion Planning, Sarbanes-Oxley Act, SEC filings, Hyperion HFM, Data Integration, CPA, Management
Education
University of Texas at El Paso
Bachelors of Business Administration, Accounting
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group September 2012 - February 2015
Lincoln Financial Group January 2012 - October 2012
Lincoln Financial Group January 2010 - December 2011
Lincoln Financial Group December 2006 - December 2009
Lexington State Bank December 2004 - December 2006
Security Capital Group 1993 - 2001
KPMG Peat Marwick August 1991 - June 1993
Skills
Business Objects, Essbase, PeopleSoft, Financial Reporting, Business Intelligence, Financial Analysis, Accounting, General Ledger, Hyperion Planning, Sarbanes-Oxley Act, SEC filings, Hyperion HFM, Data Integration, CPA, Management
Education
University of Texas at El Paso
Bachelors of Business Administration, Accounting
Thomas Crews's Lincoln Financial Group Experience June 2011 - Present
Job Account Manager III at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2011 - Present
Lincoln Financial Group July 2008 - June 2011
Lincoln Financial Group July 2006 - July 2008
Skills
401k, Retirement, Process Improvement, Employee Benefits, Business Requirements, Business Analysis, Mutual Funds, Financial Services, Requirements Gathering, Customer Service, Series 63, Microsoft Excel, Benefits Administration, Series 6, Management, Retirement Planning, Defined Contribution, Defined Benefit, Investments
Education
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), Finance
Lincoln Financial Group June 2011 - Present
Lincoln Financial Group July 2008 - June 2011
Lincoln Financial Group July 2006 - July 2008
Skills
401k, Retirement, Process Improvement, Employee Benefits, Business Requirements, Business Analysis, Mutual Funds, Financial Services, Requirements Gathering, Customer Service, Series 63, Microsoft Excel, Benefits Administration, Series 6, Management, Retirement Planning, Defined Contribution, Defined Benefit, Investments
Education
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), Finance
Neil Norton's Lincoln Financial Group Experience Senior Sales RepLincoln Financial Group1999 - 2010
Job Senior Marketing Representative at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group Senior Sales RepLincoln Financial Group1999 - 2010
Skills
Disability Insurance
Education
University of Arizona 1993 — 1995
MBA, Marketing
Lincoln Financial Group Senior Sales RepLincoln Financial Group1999 - 2010
Skills
Disability Insurance
Education
University of Arizona 1993 — 1995
MBA, Marketing
Shannon Knapp, CFP®, AIF®'s Lincoln Financial Group Experience December 2000 - December 2011
Job Sales Director at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services January 2012 - April 2015
Lincoln Financial Group December 2000 - December 2011
Lincoln Financial Group September 2009 - May 2011
United States Armed Forces January 1997 - December 2000
Skills
New Business Development, Sales, Series 7, 401k, Fixed Annuities, Retirement, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Employee Benefits, Sales Presentations, Series 63, Sales Management, Business Development, Strategic Planning, Series 6, Project Management, Team Building, Negotiation, Insurance, Leadership, Business Planning
Education
University of Alabama 1993 — 1996
Bachelor of Science Degree, Investment Management and Finance
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services January 2012 - April 2015
Lincoln Financial Group December 2000 - December 2011
Lincoln Financial Group September 2009 - May 2011
United States Armed Forces January 1997 - December 2000
Skills
New Business Development, Sales, Series 7, 401k, Fixed Annuities, Retirement, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Employee Benefits, Sales Presentations, Series 63, Sales Management, Business Development, Strategic Planning, Series 6, Project Management, Team Building, Negotiation, Insurance, Leadership, Business Planning
Education
University of Alabama 1993 — 1996
Bachelor of Science Degree, Investment Management and Finance
John Eyster's Lincoln Financial Group Experience May 2015 - Present
Job Regional Sales DirectorMoneyGuard Solutions
Industry Financial Services
Experience
Lincoln Financial Group May 2015 - Present
Great American Insurance May 2014 - May 2015
Forethought Financial Group, Inc. May 2013 - April 2014
AIG March 2007 - May 2013
Allstate Financial June 2005 - March 2007
Skills
bank wholesaling, wirehouse wholesaling, Equity Indexed Annuities, Variable Annuities, income riders, Public Speaking, living benefits, Mutual Funds, Fixed Annuities, Series 24, Sales Management, Investments, Financial Services, Series 6, Crisis Management, Series 63, Series 7, Retirement Planning, Retirement, Insurance, Sales, Wealth Management, Securities, Marketing, Long-term Care
Education
The University of Texas at Austin
BA, Psychology
Lincoln Financial Group May 2015 - Present
Great American Insurance May 2014 - May 2015
Forethought Financial Group, Inc. May 2013 - April 2014
AIG March 2007 - May 2013
Allstate Financial June 2005 - March 2007
Skills
bank wholesaling, wirehouse wholesaling, Equity Indexed Annuities, Variable Annuities, income riders, Public Speaking, living benefits, Mutual Funds, Fixed Annuities, Series 24, Sales Management, Investments, Financial Services, Series 6, Crisis Management, Series 63, Series 7, Retirement Planning, Retirement, Insurance, Sales, Wealth Management, Securities, Marketing, Long-term Care
Education
The University of Texas at Austin
BA, Psychology
Gary Diana's Lincoln Financial Group Experience September 2010 - August 2013
Job Senior Research Analyst at Wawa
Industry Retail
Experience
Wawa, Inc. August 2013 - Present
Lincoln Financial Group September 2010 - August 2013
Citigroup January 2010 - September 2010
Citigroup May 2008 - January 2010
Skills
SAS, Analytics, Business Analysis, Data Analysis, Data Mining, Financial Services, Financial Modeling, Risk Management, Visio, Access, SQL, Financial Analysis, VBA, Requirements Analysis, Predictive Analytics, Reporting & Analysis, SAS E-Miner, Marketing Analytics, Unix, Loan Portfolio Analysis, Business Intelligence, Data Warehousing
Education
University at Buffalo 2004 — 2008
Bachelor's degree, Mathematics
Wawa, Inc. August 2013 - Present
Lincoln Financial Group September 2010 - August 2013
Citigroup January 2010 - September 2010
Citigroup May 2008 - January 2010
Skills
SAS, Analytics, Business Analysis, Data Analysis, Data Mining, Financial Services, Financial Modeling, Risk Management, Visio, Access, SQL, Financial Analysis, VBA, Requirements Analysis, Predictive Analytics, Reporting & Analysis, SAS E-Miner, Marketing Analytics, Unix, Loan Portfolio Analysis, Business Intelligence, Data Warehousing
Education
University at Buffalo 2004 — 2008
Bachelor's degree, Mathematics
Shelia Underwood's Lincoln Financial Group Experience September 2006 - Present
Job Business Analyst at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group September 2006 - Present
Lincoln Financial Group March 2004 - September 2006
Lincoln Financial Group March 2000 - March 2004
Education
Tri-State University 1993 — 1998
Bachelor of Science, Business Administration
Lincoln Financial Group September 2006 - Present
Lincoln Financial Group March 2004 - September 2006
Lincoln Financial Group March 2000 - March 2004
Education
Tri-State University 1993 — 1998
Bachelor of Science, Business Administration
Fabian Ularu's Lincoln Financial Group Experience January 2005 - October 2007
Job First violin at Candid Concert Opera
Industry Arts and Crafts
Experience
Candid Concert Opera January 2011 - Present
Solo Classic Inc 2003 - Present
Lincoln Financial Group January 2005 - October 2007
Northbrook Bank&Trust May 2005 - December 2005
Marriott Lincolnshire Resort October 2002 - April 2005
Orquesta Sinfonica, UANL, January 1999 - August 2001
Filarmonica George Dima September 1991 - December 1999
Skills
Spanish, English, Romanian, Leadership, Auditing, Microsoft Office, Music, Teamwork, Teaching, Time Management, Hospitality, Team Building, Financial Analysis, Accounting, Violin, Event Management, Non-profits, Outlook, Team Leadership, System Administration, Opera, Viola, Social Media, Budgets, Negotiation, Strategic Planning, Data Analysis, Event Planning, Management, Customer Service, Classical, Chamber Music, Orchestral Music, Ensemble, Arts Administration, Music Education, Music History, Contemporary Music, Music Performance
Education
Universitatea „Transilvania” din Brașov 1991 — 1996
BA, Violin Performance
Candid Concert Opera January 2011 - Present
Solo Classic Inc 2003 - Present
Lincoln Financial Group January 2005 - October 2007
Northbrook Bank&Trust May 2005 - December 2005
Marriott Lincolnshire Resort October 2002 - April 2005
Orquesta Sinfonica, UANL, January 1999 - August 2001
Filarmonica George Dima September 1991 - December 1999
Skills
Spanish, English, Romanian, Leadership, Auditing, Microsoft Office, Music, Teamwork, Teaching, Time Management, Hospitality, Team Building, Financial Analysis, Accounting, Violin, Event Management, Non-profits, Outlook, Team Leadership, System Administration, Opera, Viola, Social Media, Budgets, Negotiation, Strategic Planning, Data Analysis, Event Planning, Management, Customer Service, Classical, Chamber Music, Orchestral Music, Ensemble, Arts Administration, Music Education, Music History, Contemporary Music, Music Performance
Education
Universitatea „Transilvania” din Brașov 1991 — 1996
BA, Violin Performance
Patricia Banta's Lincoln Financial Group Experience September 2005 - September 2007
Job Project Manager
Industry Financial Services
Experience
TEKsystems (Wells Fargo) October 2010 - March 2012
DecisionOne 2009 - August 2010
Collabera contracted to Wachovia March 2008 - March 2009
Lincoln Financial Group September 2005 - September 2007
Ajilon Consulting September 2004 - September 2005
Skills
Visio, MS Project, Testing, Banking, SDLC, Sharpoint, Planview, MS Office, Access, Applications
Education
The University of Texas at San Antonio 1992 — 2003
BBA, accounting
TEKsystems (Wells Fargo) October 2010 - March 2012
DecisionOne 2009 - August 2010
Collabera contracted to Wachovia March 2008 - March 2009
Lincoln Financial Group September 2005 - September 2007
Ajilon Consulting September 2004 - September 2005
Skills
Visio, MS Project, Testing, Banking, SDLC, Sharpoint, Planview, MS Office, Access, Applications
Education
The University of Texas at San Antonio 1992 — 2003
BBA, accounting
Austin Tracy's Lincoln Financial Group Experience June 2014 - Present
Job Compliance Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2014 - Present
Akin Gump Strauss Hauer & Feld LLP June 2011 - August 2013
American Foreign Service Association 2003 - December 2010
Skills
Public Policy, Politics, Nonprofits, Government, Management, Policy, Public Speaking, Policy Analysis
Education
Tufts University 1999 — 2003
Bachelor’s Degree
Lincoln Financial Group June 2014 - Present
Akin Gump Strauss Hauer & Feld LLP June 2011 - August 2013
American Foreign Service Association 2003 - December 2010
Skills
Public Policy, Politics, Nonprofits, Government, Management, Policy, Public Speaking, Policy Analysis
Education
Tufts University 1999 — 2003
Bachelor’s Degree
Julie McGaver's Lincoln Financial Group Experience November 2010 - August 2012
Job Assistant to Meg Fox at Shorewest, REALTORS®
Industry Real Estate
Experience
Shorewest, REALTORS® January 2015 - Present
Northwestern Mutual September 2012 - December 2014
Lincoln Financial Group November 2010 - August 2012
Diversified Insurance Services May 2009 - November 2010
Principal Financial Group January 2008 - July 2008
Skills
Sales, Microsoft Excel, Insurance, Employee Benefits, Account Management
Education
University of Wisconsin-Madison 2004 — 2008
University College Dublin
Shorewest, REALTORS® January 2015 - Present
Northwestern Mutual September 2012 - December 2014
Lincoln Financial Group November 2010 - August 2012
Diversified Insurance Services May 2009 - November 2010
Principal Financial Group January 2008 - July 2008
Skills
Sales, Microsoft Excel, Insurance, Employee Benefits, Account Management
Education
University of Wisconsin-Madison 2004 — 2008
University College Dublin
Rozlyn Thomason's Lincoln Financial Group Experience August 2011 - Present
Job Senior Claims Examiner, Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2011 - Present
Bank of America June 1998 - June 2011
Skills
Customer Service, Risk Management, Credit, Microsoft Office, Team Building, Coaching, Insurance, Sales, Banking, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Training, Team Leadership, Social Media, Interviews, Call Centers, Leadership, Process Improvement, Strategic Planning
Education
The University of Texas at Arlington
Lincoln Financial Group August 2011 - Present
Bank of America June 1998 - June 2011
Skills
Customer Service, Risk Management, Credit, Microsoft Office, Team Building, Coaching, Insurance, Sales, Banking, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Training, Team Leadership, Social Media, Interviews, Call Centers, Leadership, Process Improvement, Strategic Planning
Education
The University of Texas at Arlington
Jared Sorrells's Lincoln Financial Group Experience August 2007 - December 2008
Job Photographer
Industry Photography
Experience
South Wind Gold and Silver January 2010 - Present
Dean Foods September 2009 - November 2009
Lincoln Financial Group August 2007 - December 2008
Allstate Financial January 2006 - August 2007
John Hancock / Feuget Lindsey LLP August 2003 - January 2006
Skills
Customer Service, Team Building, Sales, Retail, PowerPoint, Microsoft Excel
Education
Northwest Arkansas Community College 2008 — 2009
Marketing Analyst Program Certificate
University of Central Arkansas 1999 — 2003
BA, Risk Management & Insurance
South Wind Gold and Silver January 2010 - Present
Dean Foods September 2009 - November 2009
Lincoln Financial Group August 2007 - December 2008
Allstate Financial January 2006 - August 2007
John Hancock / Feuget Lindsey LLP August 2003 - January 2006
Skills
Customer Service, Team Building, Sales, Retail, PowerPoint, Microsoft Excel
Education
Northwest Arkansas Community College 2008 — 2009
Marketing Analyst Program Certificate
University of Central Arkansas 1999 — 2003
BA, Risk Management & Insurance
James Andis's Lincoln Financial Group Experience Web Hosting ArchitectIBM Global ServicesJanuary 2001 - May 2007
Job Web Hosting Team Lead at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group Web Hosting ArchitectIBM Global ServicesJanuary 2001 - May 2007
Skills
SDLC, Enterprise Architecture, Requirements Gathering, Requirements Analysis, Websphere, Software Project..., Business Analysis, Disaster Recovery, Web Services, Integration, IT Strategy, Visio, Data Warehousing, Process Improvement
Education
University of Phoenix 2003 — 2005
BSIT, Computer Science
United States Air Force Academy 1989 — 2003
Computer Science
Ben Davis High School
Lincoln Financial Group Web Hosting ArchitectIBM Global ServicesJanuary 2001 - May 2007
Skills
SDLC, Enterprise Architecture, Requirements Gathering, Requirements Analysis, Websphere, Software Project..., Business Analysis, Disaster Recovery, Web Services, Integration, IT Strategy, Visio, Data Warehousing, Process Improvement
Education
University of Phoenix 2003 — 2005
BSIT, Computer Science
United States Air Force Academy 1989 — 2003
Computer Science
Ben Davis High School
Kathy Bostrom's Lincoln Financial Group Experience November 2013 - March 2015
Job Associate Wealth Manager Advisor at Northwestern Mutual of Alabama
Industry Financial Services
Experience
Northwestern Mutual April 2015 - Present
Lincoln Financial Group November 2013 - March 2015
Bridgeworth Financial March 2007 - November 2013
General Growth Management, Inc. 1997 - 2006
Skills
Client Service, Account..., Asset Management, Customer Service, Event Planning, Financial Advisory, Marketing
Education
University of Alabama 1981 — 1985
Bachelor of Science, Marketing
Northwestern Mutual April 2015 - Present
Lincoln Financial Group November 2013 - March 2015
Bridgeworth Financial March 2007 - November 2013
General Growth Management, Inc. 1997 - 2006
Skills
Client Service, Account..., Asset Management, Customer Service, Event Planning, Financial Advisory, Marketing
Education
University of Alabama 1981 — 1985
Bachelor of Science, Marketing
Ann Babillis's Lincoln Financial Group Experience January 2011 - Present
Job Business Analyst at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group January 2011 - Present
AXA Equitable January 2010 - December 2010
Raymond James & Associates, Inc March 2008 - September 2009
Skills
Software Documentation, Business Analysis, Windows 7, System Administration, SQL, Microsoft Office, Visio, Microsoft Excel
Education
Troy State University
Master of Public Administration (M.P.A.)
Lincoln Financial Group January 2011 - Present
AXA Equitable January 2010 - December 2010
Raymond James & Associates, Inc March 2008 - September 2009
Skills
Software Documentation, Business Analysis, Windows 7, System Administration, SQL, Microsoft Office, Visio, Microsoft Excel
Education
Troy State University
Master of Public Administration (M.P.A.)
Jeffrey Lamb's Lincoln Financial Group Experience January 2002 - June 2010
Job Assistant Vice President, Head of Business Architecture at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group June 2010 - Present
Lincoln Financial Group January 2002 - June 2010
Administrative Management Group, Inc. 1999 - 2001
Education
Trinity International University 1984 — 1986
BA, Psychology
East High School 1979 — 1982
MassMutual Financial Group January 2014 - Present
MassMutual Financial Group June 2010 - Present
Lincoln Financial Group January 2002 - June 2010
Administrative Management Group, Inc. 1999 - 2001
Education
Trinity International University 1984 — 1986
BA, Psychology
East High School 1979 — 1982
Patricia LaPlaca O'Keefe's Lincoln Financial Group Experience September 2014 - July 2015
Job Assistant Vice President at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2014 - July 2015
US Army War College February 2013 - August 2014
US Army, CJIATF 435 November 2011 - February 2013
US Army War College August 2008 - October 2011
US Army South July 2006 - August 2008
US Army October 2001 - July 2006
Skills
Policy, National Security, Army, Leadership Development, Personnel Management, Military, Defense, Military Experience, Systems Engineering, Security Clearance, DoD, Top Secret, Command, Military Operations, Operational Planning, Intelligence Analysis, Counterinsurgency, Interagency Coordination
Education
United States Army War College 2006 — 2007
Master of Science (M.S.), Strategic Studies
Pennsylvania State University 1987 — 1989
Master of Science (MS), Exercise Physiology
United States Military Academy at West Point
Lincoln Financial Group September 2014 - July 2015
US Army War College February 2013 - August 2014
US Army, CJIATF 435 November 2011 - February 2013
US Army War College August 2008 - October 2011
US Army South July 2006 - August 2008
US Army October 2001 - July 2006
Skills
Policy, National Security, Army, Leadership Development, Personnel Management, Military, Defense, Military Experience, Systems Engineering, Security Clearance, DoD, Top Secret, Command, Military Operations, Operational Planning, Intelligence Analysis, Counterinsurgency, Interagency Coordination
Education
United States Army War College 2006 — 2007
Master of Science (M.S.), Strategic Studies
Pennsylvania State University 1987 — 1989
Master of Science (MS), Exercise Physiology
United States Military Academy at West Point
Molly Graft's Lincoln Financial Group Experience June 2012 - Present
Job Compensation
Industry Financial Services
Experience
Lincoln Financial Group June 2012 - Present
Lincoln Financial Group February 2008 - June 2012
Lincoln Financial Group August 2006 - February 2008
Skills
Financial Reporting, Auditing, Accounting, Sarbanes-Oxley Act, Financial Analysis, Microsoft Excel, Management, Leadership, Process Improvement, Business Analysis, General Ledger, Insurance, PeopleSoft, Strategic Planning, Financial Services, Risk Management, Time Management, Team Building
Education
Trine University-Fort Wayne Regional Campus
Bachelor's degree, Accounting
Lincoln Financial Group June 2012 - Present
Lincoln Financial Group February 2008 - June 2012
Lincoln Financial Group August 2006 - February 2008
Skills
Financial Reporting, Auditing, Accounting, Sarbanes-Oxley Act, Financial Analysis, Microsoft Excel, Management, Leadership, Process Improvement, Business Analysis, General Ledger, Insurance, PeopleSoft, Strategic Planning, Financial Services, Risk Management, Time Management, Team Building
Education
Trine University-Fort Wayne Regional Campus
Bachelor's degree, Accounting
Eric Janecek, CFA, FSA, MAAA's Lincoln Financial Group Experience 1996 - Present
Job Head of ALM Strategies and Development at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group 1996 - Present
Skills
ALM, Investments, Valuation, Insurance, Actuarial Science, Retirement, Asset Allocation, Financial Modeling, Life Insurance, Economic Capital, Variable Annuities, Fixed Income, Risk Management, Investment Strategies, Financial Analysis
Education
The University of Texas at Austin
Bachelor of Science (BS), Mathematics
The University of Texas at Austin
Mathematics
Lincoln Financial Group 1996 - Present
Skills
ALM, Investments, Valuation, Insurance, Actuarial Science, Retirement, Asset Allocation, Financial Modeling, Life Insurance, Economic Capital, Variable Annuities, Fixed Income, Risk Management, Investment Strategies, Financial Analysis
Education
The University of Texas at Austin
Bachelor of Science (BS), Mathematics
The University of Texas at Austin
Mathematics
Loan Eby's Lincoln Financial Group Experience June 2012 - November 2012
Job Executive Director at BOMA Omaha (Building Owners and Managers Association)
Industry Research
Experience
BOMA Omaha (Building Owners and Managers Association) December 2014 - Present
Nebraska Spine Hospital November 2012 - Present
Lincoln Financial Group June 2012 - November 2012
Education
The University of Texas at Dallas
BA Political Science
BOMA Omaha (Building Owners and Managers Association) December 2014 - Present
Nebraska Spine Hospital November 2012 - Present
Lincoln Financial Group June 2012 - November 2012
Education
The University of Texas at Dallas
BA Political Science
Kelley Beckham's Lincoln Financial Group Experience 1995 - 2001
Job Director of Operations and Personal Assistant
Industry Public Relations and Communications
Experience
Endicott & Company Public Relations August 2012 - Present
Seed Capital Partners August 2012 - Present
Seed Capital Partners 2005 - 2008
Lincoln Financial Group 1995 - 2001
EDS Group 1992 - 1995
Maricia Capps and Associates 1988 - 1991
Skills
Sales, Marketing,...
Education
The University of Texas at Austin 1984 — 1988
BS, Interior Design
Endicott & Company Public Relations August 2012 - Present
Seed Capital Partners August 2012 - Present
Seed Capital Partners 2005 - 2008
Lincoln Financial Group 1995 - 2001
EDS Group 1992 - 1995
Maricia Capps and Associates 1988 - 1991
Skills
Sales, Marketing,...
Education
The University of Texas at Austin 1984 — 1988
BS, Interior Design
Barbara Bain's Lincoln Financial Group Experience April 2012 - Present
Job Director of Underwriting at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group April 2012 - Present
WellPoint June 2011 - April 2012
Skills
Health Insurance, Insurance, Employee Benefits, Process Improvement, Underwriting, Business Analysis, Disability Insurance, Healthcare, HIPAA, Brokers, Provider Relations, Customer Service, Reinsurance, Term Life Insurance, Life Insurance
Education
University of Alabama at Birmingham 1975 — 1979
Bachelor of Science (B.S.), Mathematics
Lincoln Financial Group April 2012 - Present
WellPoint June 2011 - April 2012
Skills
Health Insurance, Insurance, Employee Benefits, Process Improvement, Underwriting, Business Analysis, Disability Insurance, Healthcare, HIPAA, Brokers, Provider Relations, Customer Service, Reinsurance, Term Life Insurance, Life Insurance
Education
University of Alabama at Birmingham 1975 — 1979
Bachelor of Science (B.S.), Mathematics
Shweta Padole's Lincoln Financial Group Experience May 2011 - Present
Job Lead QA Technical Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2011 - Present
Education
University of Arkansas at Little Rock
Lincoln Financial Group May 2011 - Present
Education
University of Arkansas at Little Rock
ISIDRO. GARCIA-LOERA's Lincoln Financial Group Experience October 2001 - Present
Job Agent
Industry Financial Services
Experience
Lincoln Financial Group October 2001 - Present
Skills
Business Strategy
Education
Universidad Autónoma de Baja California 1989 — 1992
Sistemas Computacionales
Lincoln Financial Group October 2001 - Present
Skills
Business Strategy
Education
Universidad Autónoma de Baja California 1989 — 1992
Sistemas Computacionales
Brandon Reid's Lincoln Financial Group Experience May 2014 - August 2014
Job Graduate Teaching Assistant at The University of Alabama
Industry Financial Services
Experience
The University of Alabama August 2014 - Present
Lincoln Financial Group May 2014 - August 2014
Lincoln Financial Group June 2012 - May 2014
Skills
Microsoft Word, Microsoft Excel, Insurance
Education
University of Alabama 2009 — 2012
Bachelor's Degree, Mathematics, 4.00/4.00 (Cumulative)
The University of Alabama August 2014 - Present
Lincoln Financial Group May 2014 - August 2014
Lincoln Financial Group June 2012 - May 2014
Skills
Microsoft Word, Microsoft Excel, Insurance
Education
University of Alabama 2009 — 2012
Bachelor's Degree, Mathematics, 4.00/4.00 (Cumulative)
Tracy Rood's Lincoln Financial Group Experience April 2014 - Present
Job Underwriter at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2014 - Present
Lincoln Financial Securities May 2011 - February 2013
Skills
Investments, Microsoft Excel, Financial Planning, Financial Services, Sales, Fixed Annuities, Marketing, Series 6, Mutual Funds, Insurance, Series 7, Series 63, Life Insurance, Strategic Financial...
Education
Union College 1987 — 1991
Psychology
Lincoln Financial Group April 2014 - Present
Lincoln Financial Securities May 2011 - February 2013
Skills
Investments, Microsoft Excel, Financial Planning, Financial Services, Sales, Fixed Annuities, Marketing, Series 6, Mutual Funds, Insurance, Series 7, Series 63, Life Insurance, Strategic Financial...
Education
Union College 1987 — 1991
Psychology
ELLEN FIELD, ChFC, CRPC's Lincoln Financial Group Experience August 1987 - September 2009
Job
Industry Financial Services
Experience
Cambridge Investment Research April 2010 - Present
Lincoln Financial Group August 1987 - September 2009
Skills
Insurance, Investments, Customer Service, Finance, Financial Planning, Wealth Management, Retirement Planning, Mutual Funds, Financial Services, Disability Insurance
Education
University of California, Los Angeles 1978 — 1983
Carlmont High School
Cambridge Investment Research April 2010 - Present
Lincoln Financial Group August 1987 - September 2009
Skills
Insurance, Investments, Customer Service, Finance, Financial Planning, Wealth Management, Retirement Planning, Mutual Funds, Financial Services, Disability Insurance
Education
University of California, Los Angeles 1978 — 1983
Carlmont High School
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO