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
Pamela (Lozzi) Doyle Pamela (Lozzi) Doyle's Lincoln Financial Group Experience June 2015 - Present
Job New Business Associate, Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group December 2013 - May 2014
Brown Brothers Harriman September 2013 - November 2013
Brown Brothers Harriman October 2012 - August 2013
Brown Brothers Harriman December 2007 - October 2012
State Street March 2006 - December 2007
State Street December 2005 - March 2006
State Street January 2004 - December 2005
Pawtucket Red Sox May 2002 - September 2002
Skills
Fund Accounting, Accounting, Accounts Payable, Trading, Account Reconciliation, Financial Services, Training, Corporate Actions, Portfolio Management, Investments, Sales, Equities, Management, Mutual Funds, Microsoft Excel
Education
University of Massachusetts Dartmouth 1999 — 2003
B.S, Marketing
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group December 2013 - May 2014
Brown Brothers Harriman September 2013 - November 2013
Brown Brothers Harriman October 2012 - August 2013
Brown Brothers Harriman December 2007 - October 2012
State Street March 2006 - December 2007
State Street December 2005 - March 2006
State Street January 2004 - December 2005
Pawtucket Red Sox May 2002 - September 2002
Skills
Fund Accounting, Accounting, Accounts Payable, Trading, Account Reconciliation, Financial Services, Training, Corporate Actions, Portfolio Management, Investments, Sales, Equities, Management, Mutual Funds, Microsoft Excel
Education
University of Massachusetts Dartmouth 1999 — 2003
B.S, Marketing
Himani Yerneni Himani Yerneni's Lincoln Financial Group Experience September 2001 - July 2003
Job AVP, Quality Engineering
Industry Information Technology and Services
Experience
Eze Software Group / RealTick EMS August 2008 - Present
MF Global April 2008 - July 2008
CME Group September 2007 - March 2008
The TriZetto Group April 2006 - August 2007
TransUnion LLC February 2005 - March 2006
Sears Holdings August 2003 - February 2005
Lincoln Financial Group September 2001 - July 2003
Skills
Software Quality..., Testing, Quality Assurance, Quality Center, SQL, Process Improvement, SDLC, JIRA, QTP, Integration, Requirements Analysis, Unix, System Testing, Software Development, Agile Methodologies, Test Planning, Software Documentation, Software Quality Control, Business Analysis, Cross-functional Team..., Six Sigma, Test Automation, User Acceptance Testing, ASP.NET, Leadership, Quality Control, Scrum, Requirements Gathering, Agile Project Management, Test Management, Perl, Integration Testing, Business Process..., Software Project..., C++, Microsoft SQL Server, Regression Testing, .NET, Linux, Web Services, Business Intelligence, Databases, Test Cases, Java, Waterfall, Futures Trading, Options, Trading Systems, Electronic Trading..., Bloomberg Terminal
Education
University of Madras 1994 — 1995
Masters in Philosophy, Plant Pathology
University of Madras
(Ph.D.), Plant Pathology
Eze Software Group / RealTick EMS August 2008 - Present
MF Global April 2008 - July 2008
CME Group September 2007 - March 2008
The TriZetto Group April 2006 - August 2007
TransUnion LLC February 2005 - March 2006
Sears Holdings August 2003 - February 2005
Lincoln Financial Group September 2001 - July 2003
Skills
Software Quality..., Testing, Quality Assurance, Quality Center, SQL, Process Improvement, SDLC, JIRA, QTP, Integration, Requirements Analysis, Unix, System Testing, Software Development, Agile Methodologies, Test Planning, Software Documentation, Software Quality Control, Business Analysis, Cross-functional Team..., Six Sigma, Test Automation, User Acceptance Testing, ASP.NET, Leadership, Quality Control, Scrum, Requirements Gathering, Agile Project Management, Test Management, Perl, Integration Testing, Business Process..., Software Project..., C++, Microsoft SQL Server, Regression Testing, .NET, Linux, Web Services, Business Intelligence, Databases, Test Cases, Java, Waterfall, Futures Trading, Options, Trading Systems, Electronic Trading..., Bloomberg Terminal
Education
University of Madras 1994 — 1995
Masters in Philosophy, Plant Pathology
University of Madras
(Ph.D.), Plant Pathology
Jessica Allard Jessica Allard's Lincoln Financial Group Experience July 2014 - Present
Job Cross Search Analyst at Lincoln Financial Group
Industry Mental Health Care
Experience
Lincoln Financial Group July 2014 - Present
Very Intimate Pleasures September 2013 - February 2014
Active Minds Organization September 2012 - April 2013
LCS Cleaning Service July 2011 - March 2013
University of Hartford September 2012 - December 2012
Red Balloon Daycare Center April 2011 - July 2011
Skills
Microsoft Office, Interpersonal Skill, Communication, Customer Service, Organized Multi-tasker, Sales, Report Writing, Online Research, Quantitative Research, Qualitative Research, Dedicated to work, Creative Problem Solving, Remaining calm in a..., Can Do Approach, Approachable, Understanding, Creative, PowerPoint, Mentoring, Attention to detail, Reading Comprehension
Education
University of Hartford 2010 — 2014
Bachelor's Degree, Psychology, GPA: 3.76
Lincoln Financial Group July 2014 - Present
Very Intimate Pleasures September 2013 - February 2014
Active Minds Organization September 2012 - April 2013
LCS Cleaning Service July 2011 - March 2013
University of Hartford September 2012 - December 2012
Red Balloon Daycare Center April 2011 - July 2011
Skills
Microsoft Office, Interpersonal Skill, Communication, Customer Service, Organized Multi-tasker, Sales, Report Writing, Online Research, Quantitative Research, Qualitative Research, Dedicated to work, Creative Problem Solving, Remaining calm in a..., Can Do Approach, Approachable, Understanding, Creative, PowerPoint, Mentoring, Attention to detail, Reading Comprehension
Education
University of Hartford 2010 — 2014
Bachelor's Degree, Psychology, GPA: 3.76
Brian Trainor Brian Trainor's Lincoln Financial Group Experience June 2014 - August 2014
Job Data Analyst at Remedy Partners
Industry Financial Services
Experience
Remedy Partners July 2015 - Present
Lincoln Financial Group June 2014 - August 2014
Yorktown High School June 2012 - August 2012
The Training Zone January 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Time Management, Access
Education
University of Maryland College Park 2012 — 2015
Bachelor's degree, Finance, General
University of South Carolina-Columbia 2011 — 2011
Remedy Partners July 2015 - Present
Lincoln Financial Group June 2014 - August 2014
Yorktown High School June 2012 - August 2012
The Training Zone January 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Time Management, Access
Education
University of Maryland College Park 2012 — 2015
Bachelor's degree, Finance, General
University of South Carolina-Columbia 2011 — 2011
Todd Spooner, FSA Todd Spooner, FSA's Lincoln Financial Group Experience September 1990 - March 2001
Job President at Elevated Financial Solutions, LLC
Industry Financial Services
Experience
Elevated Financial Solutions, LLC February 2002 - Present
Revios Reinsurance July 2005 - August 2007
ING April 2001 - January 2002
Lincoln Financial Group September 1990 - March 2001
Lincoln Financial Group June 1986 - August 1990
Skills
Financial Engineering, Structured Finance, Corporate Development, Reinsurance, Capital Management, M&A work, Deal Creation, Deal Development, Deal Closure, Accounting, Tax, Financial Structuring, Actuarial Science, Asset Management, Mergers & Acquisitions, Finance, Strategy, Insurance, Corporate Finance, Financial Risk, Life Insurance, Financial Planning, Valuation, Risk Management
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (BS), Actuarial Science
Freeport High School, Freeport, Illinois 1977 — 1981
Elevated Financial Solutions, LLC February 2002 - Present
Revios Reinsurance July 2005 - August 2007
ING April 2001 - January 2002
Lincoln Financial Group September 1990 - March 2001
Lincoln Financial Group June 1986 - August 1990
Skills
Financial Engineering, Structured Finance, Corporate Development, Reinsurance, Capital Management, M&A work, Deal Creation, Deal Development, Deal Closure, Accounting, Tax, Financial Structuring, Actuarial Science, Asset Management, Mergers & Acquisitions, Finance, Strategy, Insurance, Corporate Finance, Financial Risk, Life Insurance, Financial Planning, Valuation, Risk Management
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (BS), Actuarial Science
Freeport High School, Freeport, Illinois 1977 — 1981
Alex Olds Alex Olds's Lincoln Financial Group Experience July 2012 - July 2013
Job Individual Life Underwriter at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha April 2015 - Present
Mutual of Omaha December 2014 - April 2015
Mutual of Omaha July 2013 - November 2014
Lincoln Financial Group July 2012 - July 2013
VA Medical Center October 2010 - December 2011
Department of Veterans Affairs August 2009 - October 2010
Skills
Customer Service, Workflow, Microsoft Office, Phone Etiquette, Term Life Insurance, Short Term Medical, Creative Writing, Purchasing Processes, Market Research, Healthcare, Medical Terminology, Hospitals, Healthcare Management, Human Resources, Time Management, Insurance, Management, Marketing, Microsoft Excel, Public Speaking, Sales, Social Media
Education
University of Nebraska at Omaha 2009 — 2011
Bachelor's degree, English
University of Lincoln 2007 — 2009
Mutual of Omaha April 2015 - Present
Mutual of Omaha December 2014 - April 2015
Mutual of Omaha July 2013 - November 2014
Lincoln Financial Group July 2012 - July 2013
VA Medical Center October 2010 - December 2011
Department of Veterans Affairs August 2009 - October 2010
Skills
Customer Service, Workflow, Microsoft Office, Phone Etiquette, Term Life Insurance, Short Term Medical, Creative Writing, Purchasing Processes, Market Research, Healthcare, Medical Terminology, Hospitals, Healthcare Management, Human Resources, Time Management, Insurance, Management, Marketing, Microsoft Excel, Public Speaking, Sales, Social Media
Education
University of Nebraska at Omaha 2009 — 2011
Bachelor's degree, English
University of Lincoln 2007 — 2009
Jonna Watts Jonna Watts's Lincoln Financial Group Experience April 2012 - Present
Job Sales Support Supervisor at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group April 2012 - Present
Lincoln Financial Group February 2010 - April 2012
Sprint August 2005 - February 2010
Skills
Sales, Marketing, Leadership, Outlook, Customer Service, Access, File Management
Education
University of Houston-Downtown 2007 — 2009
Business Administration, Marketing and Management
Houston Community College 2004 — 2007
Associates of Business
Lincoln Financial Group April 2012 - Present
Lincoln Financial Group February 2010 - April 2012
Sprint August 2005 - February 2010
Skills
Sales, Marketing, Leadership, Outlook, Customer Service, Access, File Management
Education
University of Houston-Downtown 2007 — 2009
Business Administration, Marketing and Management
Houston Community College 2004 — 2007
Associates of Business
Thomas Loboda's Lincoln Financial Group Experience December 2013 - Present
Job Lead Performance Test Engineer at Lincoln Financial Group
Industry Computer Software
Experience
Lincoln Financial Group December 2013 - Present
Allstate June 2012 - December 2013
University of Illinois at Urbana-Champaign January 2012 - May 2012
United States Geological Survey August 2011 - May 2012
Allstate May 2011 - August 2011
Allstate May 2010 - August 2010
Skills
C++, Java, C, SQL, Python, C#, PHP, AJAX, HTML, NetLogo, Linux, Visual Studio, Unix, Matlab, Eclipse, R, OCaml, LoadRunner, Business Objects, Windows, MySQL, .NET, Programming, Assembly, Oracle, Software Development, Software Design, Software Engineering, Software Project..., Unit Testing, Usability Testing, User Interface Design, Systems Programming, Database Management, Database Design, Data Mining, Algorithms, Issues Management, ETL, Computer Science, Perl
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor’s Degree, Computer Science and Engineering, Informatics
Harry D. Jacobs High School 2004 — 2008
4.00
Lincoln Financial Group December 2013 - Present
Allstate June 2012 - December 2013
University of Illinois at Urbana-Champaign January 2012 - May 2012
United States Geological Survey August 2011 - May 2012
Allstate May 2011 - August 2011
Allstate May 2010 - August 2010
Skills
C++, Java, C, SQL, Python, C#, PHP, AJAX, HTML, NetLogo, Linux, Visual Studio, Unix, Matlab, Eclipse, R, OCaml, LoadRunner, Business Objects, Windows, MySQL, .NET, Programming, Assembly, Oracle, Software Development, Software Design, Software Engineering, Software Project..., Unit Testing, Usability Testing, User Interface Design, Systems Programming, Database Management, Database Design, Data Mining, Algorithms, Issues Management, ETL, Computer Science, Perl
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor’s Degree, Computer Science and Engineering, Informatics
Harry D. Jacobs High School 2004 — 2008
4.00
Jayan Nallu Jayan Nallu's Lincoln Financial Group Experience December 2013 - Present
Job Sr Analyst, Application Development at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group December 2013 - Present
Lincoln Financial Group May 2010 - December 2013
Intercall March 2008 - May 2010
Verizon March 2007 - February 2008
EDS January 2005 - February 2007
Sprint 2005 - 2007
DSRC June 2003 - December 2004
Skills
Oracle, SDLC, SQL, Business Intelligence, Requirements Analysis, PL/SQL, Unix, Databases, ETL, Software Project...
Education
University of Madras
B.E, Electronics and Communication
Lincoln Financial Group December 2013 - Present
Lincoln Financial Group May 2010 - December 2013
Intercall March 2008 - May 2010
Verizon March 2007 - February 2008
EDS January 2005 - February 2007
Sprint 2005 - 2007
DSRC June 2003 - December 2004
Skills
Oracle, SDLC, SQL, Business Intelligence, Requirements Analysis, PL/SQL, Unix, Databases, ETL, Software Project...
Education
University of Madras
B.E, Electronics and Communication
April Corcoran April Corcoran's Lincoln Financial Group Experience October 2013 - Present
Job Manager, Enrollment Systems at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 2013 - Present
Lincoln Financial Group February 2012 - October 2013
Unum September 2008 - February 2012
Enterprise Rent-A-Car April 2006 - September 2008
Skills
Excel, Word, PowerPoint, Tableau, Pivot Tables, Team Building, Analytics, Microsoft Excel, Microsoft Word, Access, Analysis, Benefits Administration, Business Analysis, Customer Service, Data Analysis, Disability Insurance, Employee Benefits, Forecasting, Insurance, Management, Process Improvement, Training
Education
University of Maine 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
University of Maine 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Lincoln Financial Group October 2013 - Present
Lincoln Financial Group February 2012 - October 2013
Unum September 2008 - February 2012
Enterprise Rent-A-Car April 2006 - September 2008
Skills
Excel, Word, PowerPoint, Tableau, Pivot Tables, Team Building, Analytics, Microsoft Excel, Microsoft Word, Access, Analysis, Benefits Administration, Business Analysis, Customer Service, Data Analysis, Disability Insurance, Employee Benefits, Forecasting, Insurance, Management, Process Improvement, Training
Education
University of Maine 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
University of Maine 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Debra LaBelle Debra LaBelle's Lincoln Financial Group Experience May 2008 - April 2009
Job Systems Analyst at Hannaford Bros. Co.
Industry Information Technology and Services
Experience
Hannaford Bros. Co. January 2011 - Present
Lincoln Financial Group May 2008 - April 2009
Computer Sciences Corporation August 2002 - May 2008
Lincoln Financial Group October 1996 - August 2002
Unum 1973 - 1996
Skills
Requirements Analysis, Business Analysis, SDLC, Visio, SQL, Software Documentation, SharePoint, Business Intelligence, Microsoft SQL Server, DB2, IT Service Management, COBOL, Systems Analysis, Change Management, Data Warehousing, Access, Analysis, Project Management, Leadership, Integration, Requirements Gathering, System Administration, Process Improvement, Information Technology, Vendor Management, IT Management, Active Directory, Windows Server, Software Project..., Troubleshooting, Windows, Databases, ITIL, IT Strategy
Education
Biddeford High School 1970 — 1973
University of Maine
Hannaford Bros. Co. January 2011 - Present
Lincoln Financial Group May 2008 - April 2009
Computer Sciences Corporation August 2002 - May 2008
Lincoln Financial Group October 1996 - August 2002
Unum 1973 - 1996
Skills
Requirements Analysis, Business Analysis, SDLC, Visio, SQL, Software Documentation, SharePoint, Business Intelligence, Microsoft SQL Server, DB2, IT Service Management, COBOL, Systems Analysis, Change Management, Data Warehousing, Access, Analysis, Project Management, Leadership, Integration, Requirements Gathering, System Administration, Process Improvement, Information Technology, Vendor Management, IT Management, Active Directory, Windows Server, Software Project..., Troubleshooting, Windows, Databases, ITIL, IT Strategy
Education
Biddeford High School 1970 — 1973
University of Maine
Rita Bennett's Lincoln Financial Group Experience February 2015 - Present
Job Senior Consultant, Operational Risk at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group February 2015 - Present
Bankers Life October 2013 - Present
Bankers Life and Casualty April 2012 - October 2013
Bankers Life and Casualty December 2010 - April 2012
Bankers Life and Casualty September 2009 - January 2011
Bankers Life and Casualty October 2003 - September 2009
Evanston Northwestern Healthcare January 2003 - October 2003
University of Iowa Hospitals and Clinics October 1995 - August 1998
Skills
Healthcare, Managed Care, Claim, Risk Management, Clinical Research, Medicare, Insurance, Long-term Care, Home Care, Hospitals, Nursing, Process Improvement, Strategic Planning, Public Speaking, Leadership, Management, Claims Management, Property & Casualty..., Software Documentation, Training, Health Policy, Brokers, General Insurance, Financial Risk, Liability, Commercial Insurance, HIPAA, Access, Fixed Annuities, Team Building, Policy, Administration, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Reinsurance, Executive Management, Human Resources, Medicare Part D, Critical Illness, Analysis, Disease Management, Litigation Management, Health Insurance, Life Insurance
Education
University of Iowa 1979 — 1986
Bachelor of Science in Nursing, Nursing
Lincoln Financial Group February 2015 - Present
Bankers Life October 2013 - Present
Bankers Life and Casualty April 2012 - October 2013
Bankers Life and Casualty December 2010 - April 2012
Bankers Life and Casualty September 2009 - January 2011
Bankers Life and Casualty October 2003 - September 2009
Evanston Northwestern Healthcare January 2003 - October 2003
University of Iowa Hospitals and Clinics October 1995 - August 1998
Skills
Healthcare, Managed Care, Claim, Risk Management, Clinical Research, Medicare, Insurance, Long-term Care, Home Care, Hospitals, Nursing, Process Improvement, Strategic Planning, Public Speaking, Leadership, Management, Claims Management, Property & Casualty..., Software Documentation, Training, Health Policy, Brokers, General Insurance, Financial Risk, Liability, Commercial Insurance, HIPAA, Access, Fixed Annuities, Team Building, Policy, Administration, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Reinsurance, Executive Management, Human Resources, Medicare Part D, Critical Illness, Analysis, Disease Management, Litigation Management, Health Insurance, Life Insurance
Education
University of Iowa 1979 — 1986
Bachelor of Science in Nursing, Nursing
Michael E. Mike Reichek, CFP Michael E. Mike Reichek, CFP's Lincoln Financial Group Experience September 1991 - May 1993
Job Owner, Reichek Financial Services
Industry Financial Services
Experience
Reichek Financial Services September 1989 - Present
Lincoln Financial Group September 1991 - May 1993
Union Texas Petroleum Corp April 1981 - August 1991
Skills
Health Savings Accounts, I can answer your..., Disability Insurance, Dental, Health Insurance, Health Plans, Insurance, Consultative Selling, 401k, Group Benefits, Retirement, Pensions, Employee Benefits, Strategic Planning, Benefits, Answer, COBRA, Health Policy, Long-term Care, Selling, Leadership, Team Building, Healthcare, Dentistry, Life Insurance, Nonprofits, Retirement Planning, Sales, Small Business, Term Life Insurance, Fixed Annuities, Estate Planning, Universal Life, Brokers, Whole Life, Wealth Management, Strategic Financial..., Underwriting, Financial Services, Accident, Investments, Workers Compensation, Financial Planning
Education
University of Houston 1973 — 1977
BBA, Economics
Reichek Financial Services September 1989 - Present
Lincoln Financial Group September 1991 - May 1993
Union Texas Petroleum Corp April 1981 - August 1991
Skills
Health Savings Accounts, I can answer your..., Disability Insurance, Dental, Health Insurance, Health Plans, Insurance, Consultative Selling, 401k, Group Benefits, Retirement, Pensions, Employee Benefits, Strategic Planning, Benefits, Answer, COBRA, Health Policy, Long-term Care, Selling, Leadership, Team Building, Healthcare, Dentistry, Life Insurance, Nonprofits, Retirement Planning, Sales, Small Business, Term Life Insurance, Fixed Annuities, Estate Planning, Universal Life, Brokers, Whole Life, Wealth Management, Strategic Financial..., Underwriting, Financial Services, Accident, Investments, Workers Compensation, Financial Planning
Education
University of Houston 1973 — 1977
BBA, Economics
Scott Roenigk Scott Roenigk's Lincoln Financial Group Experience March 2012 - March 2014
Job Making new friends at work and in the community.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. July 2014 - Present
Roenigk Family Foundation September 2003 - July 2014
Lincoln Financial Group March 2012 - March 2014
Kohl's Department Stores November 2011 - January 2012
Elder-Beerman March 2011 - May 2011
Boyce & Associates, Inc. January 2010 - June 2010
RSM McGladrey, Inc. January 2006 - April 2009
Union Central June 2003 - October 2005
Paycor May 2001 - July 2003
US Bank June 2000 - May 2001
Skills
Loan Origination, Customer Service, Insurance, Accounting, Administration, Series 6, Pensions, Defined Contribution, Qualified Retirement..., 401k, Account Reconciliation, FINRA, 403 b, Nonprofits, Retirement
Education
University of Illinois at Chicago 1978 — 1989
Bachelor's, Finance
OneAmerica Financial Partners Inc. July 2014 - Present
Roenigk Family Foundation September 2003 - July 2014
Lincoln Financial Group March 2012 - March 2014
Kohl's Department Stores November 2011 - January 2012
Elder-Beerman March 2011 - May 2011
Boyce & Associates, Inc. January 2010 - June 2010
RSM McGladrey, Inc. January 2006 - April 2009
Union Central June 2003 - October 2005
Paycor May 2001 - July 2003
US Bank June 2000 - May 2001
Skills
Loan Origination, Customer Service, Insurance, Accounting, Administration, Series 6, Pensions, Defined Contribution, Qualified Retirement..., 401k, Account Reconciliation, FINRA, 403 b, Nonprofits, Retirement
Education
University of Illinois at Chicago 1978 — 1989
Bachelor's, Finance
Emily Graham Emily Graham's Lincoln Financial Group Experience August 2014 - Present
Job Sales Representative at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2014 - Present
The Guardian Life Insurance Company of America July 2011 - February 2014
Allstate February 2009 - July 2011
Principal Financial Group December 2006 - June 2008
VECTOR MARKETING, CUTCO CUTLERY May 2002 - September 2002
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Leadership, Marketing, Recruiting, Direct Sales, Life Insurance, Sales, Voluntary Employee..., Customer Retention, New Business Development, Property & Casualty..., Retirement, Human Resources, 401k, Customer Service, Accident, Brokers, COBRA, Term Life Insurance, Retirement Planning, Universal Life, Health Savings Accounts, Sales Management, Benefits Administration, Group Insurance, Long-term Care
Education
University of Houston 2001 — 2005
Bachelor of Science, Consumer Science and Merchandising
Aquinas High School 1997 — 2000
Lincoln Financial Group August 2014 - Present
The Guardian Life Insurance Company of America July 2011 - February 2014
Allstate February 2009 - July 2011
Principal Financial Group December 2006 - June 2008
VECTOR MARKETING, CUTCO CUTLERY May 2002 - September 2002
Skills
Employee Benefits, Disability Insurance, Health Insurance, Insurance, Leadership, Marketing, Recruiting, Direct Sales, Life Insurance, Sales, Voluntary Employee..., Customer Retention, New Business Development, Property & Casualty..., Retirement, Human Resources, 401k, Customer Service, Accident, Brokers, COBRA, Term Life Insurance, Retirement Planning, Universal Life, Health Savings Accounts, Sales Management, Benefits Administration, Group Insurance, Long-term Care
Education
University of Houston 2001 — 2005
Bachelor of Science, Consumer Science and Merchandising
Aquinas High School 1997 — 2000
Joe Kneip FALU, FLMI Joe Kneip FALU, FLMI's Lincoln Financial Group Experience January 2015 - Present
Job Underwriting Account Executive at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2015 - Present
MassMutual Financial Group September 2013 - December 2014
MetLife December 2011 - September 2013
Sun Life Financial 2005 - December 2011
Travelers Life & Annuity / Met Life 2003 - 2005
Empire General 2002 - 2003
Old Line Life / American General / AIG 1992 - 2002
Great-West Life and Annuity Insurance Company 1982 - 1992
Skills
Risk Management, Underwriting, Insurance, Life Insurance, Leadership, Reinsurance, Management, Training, Financial Risk, Strategy
Education
University of Massachusetts, Amherst 1978 — 1981
BS, Natural Resource Economics
Lincoln Financial Group January 2015 - Present
MassMutual Financial Group September 2013 - December 2014
MetLife December 2011 - September 2013
Sun Life Financial 2005 - December 2011
Travelers Life & Annuity / Met Life 2003 - 2005
Empire General 2002 - 2003
Old Line Life / American General / AIG 1992 - 2002
Great-West Life and Annuity Insurance Company 1982 - 1992
Skills
Risk Management, Underwriting, Insurance, Life Insurance, Leadership, Reinsurance, Management, Training, Financial Risk, Strategy
Education
University of Massachusetts, Amherst 1978 — 1981
BS, Natural Resource Economics
Clayton Bunting Clayton Bunting's Lincoln Financial Group Experience July 2014 - Present
Job Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2014 - Present
Lincoln Financial Group April 2011 - July 2014
Enterprise Rent-A-Car November 2005 - March 2011
The Redstone Companies December 1999 - August 2005
Skills
Cold Calling, Account Management, Sales, Customer Retention, Sales Management, Customer Service, Call Center, Team Building, Team Leadership, Training, New Business Development, Cross-functional Team..., Sales Operations, Leadership, Sales Process, Salesforce.com, CRM, Customer Satisfaction
Education
University of Houston 1998 — 2005
BS, Kinesiology-Sports Administration
Clements High School 1994 — 1998
Lincoln Financial Group July 2014 - Present
Lincoln Financial Group April 2011 - July 2014
Enterprise Rent-A-Car November 2005 - March 2011
The Redstone Companies December 1999 - August 2005
Skills
Cold Calling, Account Management, Sales, Customer Retention, Sales Management, Customer Service, Call Center, Team Building, Team Leadership, Training, New Business Development, Cross-functional Team..., Sales Operations, Leadership, Sales Process, Salesforce.com, CRM, Customer Satisfaction
Education
University of Houston 1998 — 2005
BS, Kinesiology-Sports Administration
Clements High School 1994 — 1998
Chris Groth Chris Groth's Lincoln Financial Group Experience 2009 - 2013
Job Client Services Manager at CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Group March 2015 - Present
CUNA Mutual Group 2013 - March 2015
Lincoln Financial Group 2009 - 2013
Lincoln Financial Group 2008 - 2009
Lincoln Financial Group 2003 - 2008
Skills
Retirement Planning, Retirement, Business Planning, Insurance, Mutual Funds, Pensions, Investments, Strategic Financial..., Account Management, Qualified Retirement..., Process Improvement, Customer Satisfaction, Employee Benefits, 401k, Management, CRM, Financial Services, Customer Service, Life Insurance
Education
University of Iowa
BBA, Finance
CUNA Mutual Group March 2015 - Present
CUNA Mutual Group 2013 - March 2015
Lincoln Financial Group 2009 - 2013
Lincoln Financial Group 2008 - 2009
Lincoln Financial Group 2003 - 2008
Skills
Retirement Planning, Retirement, Business Planning, Insurance, Mutual Funds, Pensions, Investments, Strategic Financial..., Account Management, Qualified Retirement..., Process Improvement, Customer Satisfaction, Employee Benefits, 401k, Management, CRM, Financial Services, Customer Service, Life Insurance
Education
University of Iowa
BBA, Finance
Don Hitch Don Hitch's Lincoln Financial Group Experience January 2008 - May 2010
Job Senior Pension Administrator at Alliance Pension Consultants, LLC
Industry Financial Services
Experience
Alliance Pension Consultants, LLC June 2010 - Present
Lincoln Financial Group January 2008 - May 2010
Lincoln Financial Group January 2007 - December 2007
Lincoln Financial Group January 2005 - December 2006
Lincoln Financial Group June 2003 - December 2004
First American Bank August 2001 - June 2003
First American Bank August 2000 - August 2001
Skills
401k, Retirement, Retirement Planning, Pensions, Profit Sharing, Wealth Management, Pension Administration, Employee Benefits, Mutual Funds, Financial Services, Defined Contribution, Benefits Administration, Retirement Plan..., Qualified Retirement..., ERISA
Education
University of Illinois at Urbana-Champaign 1997 — 2000
BS, Finance
Alliance Pension Consultants, LLC June 2010 - Present
Lincoln Financial Group January 2008 - May 2010
Lincoln Financial Group January 2007 - December 2007
Lincoln Financial Group January 2005 - December 2006
Lincoln Financial Group June 2003 - December 2004
First American Bank August 2001 - June 2003
First American Bank August 2000 - August 2001
Skills
401k, Retirement, Retirement Planning, Pensions, Profit Sharing, Wealth Management, Pension Administration, Employee Benefits, Mutual Funds, Financial Services, Defined Contribution, Benefits Administration, Retirement Plan..., Qualified Retirement..., ERISA
Education
University of Illinois at Urbana-Champaign 1997 — 2000
BS, Finance
Andrew Rasey Andrew Rasey's Lincoln Financial Group Experience May 2013 - November 2013
Job Insurance and Financial Services Operations and Technology Leader
Industry Financial Services
Experience
Lincoln Financial Group May 2013 - November 2013
MetLife August 2009 - March 2013
American General Life Companies is now part of the AIG Family! August 2007 - August 2009
American General Life Companies is now part of the AIG Family! May 2004 - July 2007
American General Life Companies is now part of the AIG Family! February 2002 - January 2004
AIG American General January 2000 - January 2002
AIG American General September 1997 - January 2000
Gessner Group May 1992 - September 1997
Skills
Business Process..., Operations Management, Strategic Planning, Service Operations, Process Improvement, Annuity, Cross-functional Team..., Program Management, International Business, Cost Reduction, Continuous Improvement, Customer Service..., Insurance, Business Process..., Business Process..., Call Center, Outsourcing, BPO, Life Insurance, Fixed Annuities, CRM, Management, Underwriting, Vendor Management, Business Process, Call Centers, Training, Leadership, Six Sigma, Start-ups, Integration, Business Strategy
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1997
MBA, Business
University of Iowa 1987 — 1992
B.S.E., Industrial Engineering
Lincoln Financial Group May 2013 - November 2013
MetLife August 2009 - March 2013
American General Life Companies is now part of the AIG Family! August 2007 - August 2009
American General Life Companies is now part of the AIG Family! May 2004 - July 2007
American General Life Companies is now part of the AIG Family! February 2002 - January 2004
AIG American General January 2000 - January 2002
AIG American General September 1997 - January 2000
Gessner Group May 1992 - September 1997
Skills
Business Process..., Operations Management, Strategic Planning, Service Operations, Process Improvement, Annuity, Cross-functional Team..., Program Management, International Business, Cost Reduction, Continuous Improvement, Customer Service..., Insurance, Business Process..., Business Process..., Call Center, Outsourcing, BPO, Life Insurance, Fixed Annuities, CRM, Management, Underwriting, Vendor Management, Business Process, Call Centers, Training, Leadership, Six Sigma, Start-ups, Integration, Business Strategy
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1997
MBA, Business
University of Iowa 1987 — 1992
B.S.E., Industrial Engineering
Michael J. Murdock, MBA, JD Michael J. Murdock, MBA, JD's Lincoln Financial Group Experience December 2007 - December 2008
Job Regional Recruiting Director at Ameriprise
Industry Financial Services
Experience
Ameriprise January 2013 - Present
Ameriprise January 2013 - Present
NFP Advisor Services Group June 2011 - January 2013
VALIC January 2009 - June 2011
Lincoln Financial Group December 2007 - December 2008
LPL Financial 2003 - 2007
Skills
Securities, Life Insurance, New Business Development, Business Relationship..., Salesforce.com, Series 7, Series 24, series 66, series 51, Recruiting, Practice Management, Strategic Prospecting, Asset Managment, Wealth Management, Financial Services, Investments, 401k, Brokers, RIA Registered..., Uniform Combined State..., Retirement Planning, Asset Management
Education
Western Michigan University Cooley Law School 2010 — 2015
Doctor of Law (JD)
University of Indianapolis - School of Business 1997 — 2001
MBA, Business
University of Tennessee-Knoxville 1988 — 1993
North Central High School 1984 — 1988
tmcls
Ameriprise January 2013 - Present
Ameriprise January 2013 - Present
NFP Advisor Services Group June 2011 - January 2013
VALIC January 2009 - June 2011
Lincoln Financial Group December 2007 - December 2008
LPL Financial 2003 - 2007
Skills
Securities, Life Insurance, New Business Development, Business Relationship..., Salesforce.com, Series 7, Series 24, series 66, series 51, Recruiting, Practice Management, Strategic Prospecting, Asset Managment, Wealth Management, Financial Services, Investments, 401k, Brokers, RIA Registered..., Uniform Combined State..., Retirement Planning, Asset Management
Education
Western Michigan University Cooley Law School 2010 — 2015
Doctor of Law (JD)
University of Indianapolis - School of Business 1997 — 2001
MBA, Business
University of Tennessee-Knoxville 1988 — 1993
North Central High School 1984 — 1988
tmcls
Steven Slome Steven Slome's Lincoln Financial Group Experience 1987 - 1991
Job Owner, EMSI
Industry Financial Services
Experience
EMSI October 1992 - Present
Lincoln Financial Group 1987 - 1991
Met Life 1979 - January 1986
Skills
Insurance, Retirement, Fixed Annuities, Term Life Insurance, Life Insurance, Sales Management, Long-term Care, Investments, Disability Insurance, Public Speaking, Sales, IRAs, Financial Services, Wealth Management, Marketing Strategy, Leadership, Mutual Funds, Health Insurance, Business Development, Strategy, Employee Benefits, Customer Service, Coaching, Series 63, Business Analysis, Whole Life, Universal Life, Series 6, Financial & Insurance..., Chair person of..., Securities, Asset Management, Small Business, Marketing, Management, Finance, Retirement Planning
Education
University of Hartford 1972 — 1976
BS, Management and Financial Svcs
Dumont High 1968 — 1972
Graduate Business Studies, Business, Management, Marketing, and Related Support Services
EMSI October 1992 - Present
Lincoln Financial Group 1987 - 1991
Met Life 1979 - January 1986
Skills
Insurance, Retirement, Fixed Annuities, Term Life Insurance, Life Insurance, Sales Management, Long-term Care, Investments, Disability Insurance, Public Speaking, Sales, IRAs, Financial Services, Wealth Management, Marketing Strategy, Leadership, Mutual Funds, Health Insurance, Business Development, Strategy, Employee Benefits, Customer Service, Coaching, Series 63, Business Analysis, Whole Life, Universal Life, Series 6, Financial & Insurance..., Chair person of..., Securities, Asset Management, Small Business, Marketing, Management, Finance, Retirement Planning
Education
University of Hartford 1972 — 1976
BS, Management and Financial Svcs
Dumont High 1968 — 1972
Graduate Business Studies, Business, Management, Marketing, and Related Support Services
Dave Buhrow's Lincoln Financial Group Experience January 1994 - Present
Job Account Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 1994 - Present
Lincoln Financial Group January 1994 - June 2008
Education
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
B.S., Finance
Lincoln Financial Group January 1994 - Present
Lincoln Financial Group January 1994 - June 2008
Education
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
B.S., Finance
Lori House Lori House's Lincoln Financial Group Experience April 2012 - December 2014
Job Assistant Vice President/Director Operations
Industry Financial Services
Experience
Lincoln Financial Group April 2012 - December 2014
LOMA EPAC Committee 2012 - 2014
LOMA EPAC Committee 2012 - 2014
Sun Life Financial December 2002 - March 2012
Hanover Insurance Group a.k.a. Allmerica Financial November 1998 - December 2002
Citizens Bank & Fleet Bank April 1986 - October 1998
Skills
Operations and Sales..., Strategic Planning, Program Management, Budget Management, Process Improvement, Talent Development, Leadership, Talent Management, Customer Service, Banking, Management, Team Building, Training, Insurance, Customer Satisfaction, Budgets, Business Strategy, Business Development, Operations Management, Strategy, Business Analysis, Financial Services, Life Insurance, Risk Management
Education
University of Massachusetts, Amherst 1979 — 1983
BA, Education & English
New England School of Banking
General Banking Degree
Worcester State College
Project Management Certificate
Lincoln Financial Group April 2012 - December 2014
LOMA EPAC Committee 2012 - 2014
LOMA EPAC Committee 2012 - 2014
Sun Life Financial December 2002 - March 2012
Hanover Insurance Group a.k.a. Allmerica Financial November 1998 - December 2002
Citizens Bank & Fleet Bank April 1986 - October 1998
Skills
Operations and Sales..., Strategic Planning, Program Management, Budget Management, Process Improvement, Talent Development, Leadership, Talent Management, Customer Service, Banking, Management, Team Building, Training, Insurance, Customer Satisfaction, Budgets, Business Strategy, Business Development, Operations Management, Strategy, Business Analysis, Financial Services, Life Insurance, Risk Management
Education
University of Massachusetts, Amherst 1979 — 1983
BA, Education & English
New England School of Banking
General Banking Degree
Worcester State College
Project Management Certificate
Leyla Leblebici's Lincoln Financial Group Experience February 2004 - October 2005
Job Vice President at Greenfield Partners
Industry Real Estate
Experience
Greenfield Partners April 2013 - Present
Jones Lang LaSalle Hotels 2005 - Present
Jones Lang LaSalle Hotels 2005 - 2007
Lincoln Financial Group February 2004 - October 2005
Skills
Valuation, Asset Management, Investments, Appraisals, Real Estate Investment, Asset Managment
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2002
Finance/Accounting
Greenfield Partners April 2013 - Present
Jones Lang LaSalle Hotels 2005 - Present
Jones Lang LaSalle Hotels 2005 - 2007
Lincoln Financial Group February 2004 - October 2005
Skills
Valuation, Asset Management, Investments, Appraisals, Real Estate Investment, Asset Managment
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2002
Finance/Accounting
Blair Donahue Blair Donahue's Lincoln Financial Group Experience January 2009 - July 2009
Job Financial Services Professional at MassMutual Greater Washington
Industry Financial Services
Experience
MassMutual Greater Washington January 2014 - Present
CertaPro Painters April 2013 - December 2013
LivingSocial May 2011 - July 2013
New York Life Insurance Company 2009 - 2012
Lincoln Financial Group January 2009 - July 2009
United American Insurance January 2007 - September 2008
University of Maryland Men's Basketball August 2000 - May 2004
Skills
Marketing, Small Business, Insurance, Employee Benefits, Coaching, Networking, Finance, Salesforce.com, Recruiting, Customer Satisfaction, Sales, Life Insurance, Retirement, Fixed Annuities, Building Relationships, Financial Services, Retirement Planning, Disability Insurance, Business, Long-term Care, Basketball, Basketball Coaching, College Basketball, Customer Service, Management, Contract Negotiation, Leadership, Team Building
Education
University of Maryland College Park 2000 — 2005
Communication
MassMutual Greater Washington January 2014 - Present
CertaPro Painters April 2013 - December 2013
LivingSocial May 2011 - July 2013
New York Life Insurance Company 2009 - 2012
Lincoln Financial Group January 2009 - July 2009
United American Insurance January 2007 - September 2008
University of Maryland Men's Basketball August 2000 - May 2004
Skills
Marketing, Small Business, Insurance, Employee Benefits, Coaching, Networking, Finance, Salesforce.com, Recruiting, Customer Satisfaction, Sales, Life Insurance, Retirement, Fixed Annuities, Building Relationships, Financial Services, Retirement Planning, Disability Insurance, Business, Long-term Care, Basketball, Basketball Coaching, College Basketball, Customer Service, Management, Contract Negotiation, Leadership, Team Building
Education
University of Maryland College Park 2000 — 2005
Communication
Dayna Rhoades's Lincoln Financial Group Experience August 1995 - Present
Job IT Financial Analyst at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group August 1995 - Present
Skills
Financial Analysis, Budgets, Financial Reporting, Business Analysis, Access, PeopleSoft, Forecasting, Analysis
Education
University of Indianapolis 1984 — 1988
BS, Business Administration/Accounting
Lincoln Financial Group August 1995 - Present
Skills
Financial Analysis, Budgets, Financial Reporting, Business Analysis, Access, PeopleSoft, Forecasting, Analysis
Education
University of Indianapolis 1984 — 1988
BS, Business Administration/Accounting
NORMA DRENNEN, MBA NORMA DRENNEN, MBA's Lincoln Financial Group Experience March 2014 - December 2014
Job Operations Manager at Phoenix Life Insurance Company
Industry Insurance
Experience
Phoenix Life Insurance Company December 2014 - Present
Lincoln Financial Group March 2014 - December 2014
MetLife May 2004 - November 2013
ING March 1998 - May 2004
Aetna 1993 - 1998
Skills
Series 26, Series 63, Series 6, Risk Management, Fixed Annuities, Financial Services, Strategy, Training, Project Management, Quality Assurance, Insurance, Mutual Funds, Retirement, Securities, Retirement Planning, FINRA, Process Improvement, Management, Leadership, Employee Benefits
Education
Saint Joseph College
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Hartford
Master of Business Administration (MBA), Business Administration and Management, General
Phoenix Life Insurance Company December 2014 - Present
Lincoln Financial Group March 2014 - December 2014
MetLife May 2004 - November 2013
ING March 1998 - May 2004
Aetna 1993 - 1998
Skills
Series 26, Series 63, Series 6, Risk Management, Fixed Annuities, Financial Services, Strategy, Training, Project Management, Quality Assurance, Insurance, Mutual Funds, Retirement, Securities, Retirement Planning, FINRA, Process Improvement, Management, Leadership, Employee Benefits
Education
Saint Joseph College
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Hartford
Master of Business Administration (MBA), Business Administration and Management, General
Kaitlyn McKenna Kaitlyn McKenna's Lincoln Financial Group Experience June 2007 - August 2011
Job Second Grade Teacher at Chicago Public Schools
Industry Education Management
Experience
Chicago Public Schools July 2013 - Present
Park Ridge Community Church August 2009 - Present
Chicago Public Schools September 2012 - July 2013
Chicago Public Schools August 2011 - May 2012
Chicago Public Schools 2012 - 2012
Lincoln Financial Group June 2007 - August 2011
Chicago Public Schools October 2010 - April 2011
Skills
Teaching, Computer Proficiency, Friendly Personality, Passion for Helping..., Organization, Classroom Management, Classroom, Lesson Planning, Elementary Education, Educational Technology, PowerPoint, Microsoft Office, Microsoft Word, Differentiated..., Critical Thinking, Microsoft Excel, Technology Integration, Time Management
Education
University of Illinois at Chicago 2008 — 2012
Bachelor's degree, Elementary Education and Teaching
Chicago Public Schools July 2013 - Present
Park Ridge Community Church August 2009 - Present
Chicago Public Schools September 2012 - July 2013
Chicago Public Schools August 2011 - May 2012
Chicago Public Schools 2012 - 2012
Lincoln Financial Group June 2007 - August 2011
Chicago Public Schools October 2010 - April 2011
Skills
Teaching, Computer Proficiency, Friendly Personality, Passion for Helping..., Organization, Classroom Management, Classroom, Lesson Planning, Elementary Education, Educational Technology, PowerPoint, Microsoft Office, Microsoft Word, Differentiated..., Critical Thinking, Microsoft Excel, Technology Integration, Time Management
Education
University of Illinois at Chicago 2008 — 2012
Bachelor's degree, Elementary Education and Teaching
Bryce Raley's Lincoln Financial Group Experience 2003 - 2006
Job Founding Partner, General Manager
Industry Marketing and Advertising
Experience
The Content Squad October 2010 - Present
The Content Squad October 2010 - Present
Simplified Solutions LLC,. August 2007 - Present
P.L. Lyons Inc 2006 - 2007
Lincoln Financial Group 2003 - 2006
Prudential Financial 2002 - 2003
Keystone Financial Group, LLC 2000 - 2001
Prudential Financial 1998 - 2000
Housing Partnership 1997 - 1998
Skills
Social Media Marketing, Marketing Strategy, Email Marketing, SEO, Social Media, WordPress, Marketing, Small Business, SEM, Sales, Blogging, Online Marketing, Analytics, Public Speaking, Marketing Communications, Digital Marketing, Copywriting, Sales Process, Training, Content Marketing, New Media, Interactive Marketing, Advertising, New Business Development
Education
University of Louisville 1995 — 1998
Bus Mgmt, Management, Entrepreneurship, Finance
DeSales High School
The Content Squad October 2010 - Present
The Content Squad October 2010 - Present
Simplified Solutions LLC,. August 2007 - Present
P.L. Lyons Inc 2006 - 2007
Lincoln Financial Group 2003 - 2006
Prudential Financial 2002 - 2003
Keystone Financial Group, LLC 2000 - 2001
Prudential Financial 1998 - 2000
Housing Partnership 1997 - 1998
Skills
Social Media Marketing, Marketing Strategy, Email Marketing, SEO, Social Media, WordPress, Marketing, Small Business, SEM, Sales, Blogging, Online Marketing, Analytics, Public Speaking, Marketing Communications, Digital Marketing, Copywriting, Sales Process, Training, Content Marketing, New Media, Interactive Marketing, Advertising, New Business Development
Education
University of Louisville 1995 — 1998
Bus Mgmt, Management, Entrepreneurship, Finance
DeSales High School
Paul R. Morris, CLU, ChFC, AEP's Lincoln Financial Group Experience September 1973 - December 1997
Job Investment Management Consultant & Financial Consultant
Industry Financial Services
Experience
Raymond James Financial Services Advisers, Inc. February 2014 - Present
Securites offered through Raymond James Financial Services, Inc, Member FINRA/SIPC April 1998 - Present
Lincoln Financial Group September 1973 - December 1997
Skills
Estate Planning, Charitable Gift Planning, Special Needs Planning, Retirement, Strategic Financial..., Financial Advisory, Securities, Wealth, Risk Management, Business Analysis, Investments
Education
The American College 1976 — 1986
Chartered Life Underwriter 1983 & Chartered Financial Consultant 1986, Advanced studies in life & health insurance, employee benefits, risk management, financial planning
University of Louisiana at Lafayette 1969 — 1972
Bachelor of Science, Marine Biology Fishery Science
Raymond James Financial Services Advisers, Inc. February 2014 - Present
Securites offered through Raymond James Financial Services, Inc, Member FINRA/SIPC April 1998 - Present
Lincoln Financial Group September 1973 - December 1997
Skills
Estate Planning, Charitable Gift Planning, Special Needs Planning, Retirement, Strategic Financial..., Financial Advisory, Securities, Wealth, Risk Management, Business Analysis, Investments
Education
The American College 1976 — 1986
Chartered Life Underwriter 1983 & Chartered Financial Consultant 1986, Advanced studies in life & health insurance, employee benefits, risk management, financial planning
University of Louisiana at Lafayette 1969 — 1972
Bachelor of Science, Marine Biology Fishery Science
Jeannine Kwatowski Jeannine Kwatowski's Lincoln Financial Group Experience November 2004 - July 2010
Job Employee Benefit Consultant
Industry Insurance
Experience
K Benefit Group, Inc. September 2010 - Present
Lincoln Financial Group November 2004 - July 2010
Unum 1996 - 2004
Skills
Disability Insurance, Employee Benefits, Insurance, Long Term Care, Health Insurance, Fixed Annuities, Life Insurance, Underwriting, Long-term Care, Sales, Brokers, Retirement, Health Savings Accounts, Term Life Insurance, Long Term Care Insurance, Workers Compensation, 401k
Education
University of Massachusetts, Amherst 1987 — 1992
BA, Economics
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
Classical 1983 — 1986
K Benefit Group, Inc. September 2010 - Present
Lincoln Financial Group November 2004 - July 2010
Unum 1996 - 2004
Skills
Disability Insurance, Employee Benefits, Insurance, Long Term Care, Health Insurance, Fixed Annuities, Life Insurance, Underwriting, Long-term Care, Sales, Brokers, Retirement, Health Savings Accounts, Term Life Insurance, Long Term Care Insurance, Workers Compensation, 401k
Education
University of Massachusetts, Amherst 1987 — 1992
BA, Economics
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
Classical 1983 — 1986
Leigh Fisher, CLU, LUTCF Leigh Fisher, CLU, LUTCF's Lincoln Financial Group Experience August 2013 - Present
Job Enrollment Coordination Manager at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2013 - Present
Allstate Benefits (Allstate Workplace Division/American Heritage Life) 1999 - 2002
Allstate Benefits (Allstate Workplace Division/American Heritage Life) 1997 - 1999
Lincoln Financial Advisors 1995 - 1997
Unum 1992 - 1994
Skills
Voluntary Employee..., Insurance, Employee Benefits, Group Benefit Plans, Brokers, Recruiting, Customer Service, Training, Sales Management, Marketing, Management, Sales, Process Improvement, Strategy, Human Resources, Analysis, Marketing Strategy, Interviews, Leadership, Health Insurance, Disability Insurance
Education
Trinity College, Vermont 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
University of London 1990 — 1991
Year abroad, Business Administration and Management, General
Catherine McAuley
Lincoln Financial Group August 2013 - Present
Allstate Benefits (Allstate Workplace Division/American Heritage Life) 1999 - 2002
Allstate Benefits (Allstate Workplace Division/American Heritage Life) 1997 - 1999
Lincoln Financial Advisors 1995 - 1997
Unum 1992 - 1994
Skills
Voluntary Employee..., Insurance, Employee Benefits, Group Benefit Plans, Brokers, Recruiting, Customer Service, Training, Sales Management, Marketing, Management, Sales, Process Improvement, Strategy, Human Resources, Analysis, Marketing Strategy, Interviews, Leadership, Health Insurance, Disability Insurance
Education
Trinity College, Vermont 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
University of London 1990 — 1991
Year abroad, Business Administration and Management, General
Catherine McAuley
John O'Shaughnessy's Lincoln Financial Group Experience January 2002 - September 2004
Job Chief Actuary Fidelity & Guaranty Life
Industry Insurance
Experience
Fidelity & Guaranty Life January 2013 - Present
Fidelity & Guaranty Life January 2009 - January 2013
Great American Financial Resources September 2006 - December 2008
Lincoln Financial Group January 2002 - September 2004
Travelers Life & Annuity January 2001 - January 2002
Sage Life Insurance January 2000 - January 2001
Nationwide Financial August 1989 - January 2000
Education
University of Louisville 1983 — 1984
MA Mathematics, Combinatorics
Fidelity & Guaranty Life January 2013 - Present
Fidelity & Guaranty Life January 2009 - January 2013
Great American Financial Resources September 2006 - December 2008
Lincoln Financial Group January 2002 - September 2004
Travelers Life & Annuity January 2001 - January 2002
Sage Life Insurance January 2000 - January 2001
Nationwide Financial August 1989 - January 2000
Education
University of Louisville 1983 — 1984
MA Mathematics, Combinatorics
Debbie Wheeler Debbie Wheeler's Lincoln Financial Group Experience October 2005 - December 2009
Job Senior Associate at Mercer
Industry Human Resources
Experience
Mercer January 2011 - Present
Findley Davies, Inc. December 2009 - December 2010
Lincoln Financial Group October 2005 - December 2009
PricewaterhouseCoopers LLP June 1989 - October 2005
Skills
Defined Benefit, Pensions, Excel, Actuarial, Benefits, Retirement, Pension Administration, Employee Benefits, Microsoft Excel, ERISA, Analysis, Benefits Administration, Data Analysis, Valuation, Actuarial Science, Defined Contribution
Education
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Mathematics
Mercer January 2011 - Present
Findley Davies, Inc. December 2009 - December 2010
Lincoln Financial Group October 2005 - December 2009
PricewaterhouseCoopers LLP June 1989 - October 2005
Skills
Defined Benefit, Pensions, Excel, Actuarial, Benefits, Retirement, Pension Administration, Employee Benefits, Microsoft Excel, ERISA, Analysis, Benefits Administration, Data Analysis, Valuation, Actuarial Science, Defined Contribution
Education
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Mathematics
Jay Schumacher Jay Schumacher's Lincoln Financial Group Experience January 2015 - Present
Job Director, New Busines Audit
Industry Financial Services
Experience
Lincoln Financial Group January 2015 - Present
Lincoln Financial Group November 2010 - January 2015
Granite State Communications December 2007 - October 2010
Callogix 2006 - 2007
Providian Financial 2005 - 2007
Abacus Communications 2001 - 2005
Forum Financial Group 1999 - 2001
MBNA 1995 - 1999
US Navy VFA-151 1987 - 1991
Skills
Customer Service, Management, Sales, Team Building, Call Center, Salesforce.com, Insurance, Coaching, Strategic Planning, Telecommunications, Leadership, Team Leadership, Performance Management, Sales Management, New Business Development, Call Centers, Operations Management, Customer Retention
Education
University of Maine 1991 — 1995
BA, Business Management
US Navy 1987 — 1991
Hamilton Central
Leadership Greater Concord 2012
Lincoln Financial Group January 2015 - Present
Lincoln Financial Group November 2010 - January 2015
Granite State Communications December 2007 - October 2010
Callogix 2006 - 2007
Providian Financial 2005 - 2007
Abacus Communications 2001 - 2005
Forum Financial Group 1999 - 2001
MBNA 1995 - 1999
US Navy VFA-151 1987 - 1991
Skills
Customer Service, Management, Sales, Team Building, Call Center, Salesforce.com, Insurance, Coaching, Strategic Planning, Telecommunications, Leadership, Team Leadership, Performance Management, Sales Management, New Business Development, Call Centers, Operations Management, Customer Retention
Education
University of Maine 1991 — 1995
BA, Business Management
US Navy 1987 — 1991
Hamilton Central
Leadership Greater Concord 2012
Sophia (Thi) Dao Sophia (Thi) Dao's Lincoln Financial Group Experience June 2005 - December 2005
Job Actuary at Genworth Financial
Industry Insurance
Experience
Genworth Financial April 2014 - Present
MetLife November 2011 - April 2014
Transamerica Life and Protection December 2005 - November 2011
Lincoln Financial Group June 2005 - December 2005
Great American Financial Resources June 2003 - May 2005
Pacific Guardian Life June 1999 - June 2003
Skills
Risk Management, Enterprise Risk..., Financial Analysis, Financial Reporting, Capital Management, People Management, Financial Modeling, Actuarial Science, Insurance, Statistics, Reinsurance, Health Insurance, Financial Projections, Risk Analysis, Excel, Modeling, Valuation, Microsoft Office, Reserving, Life Insurance, TAS, GGY Axis, Prophet, BS, Time Management, Project Management, Embedded Value, Solvency II, US GAAP, Solvency, ALM, CFT, Microsoft Excel, Fixed Annuities
Education
University of Hawaii at Manoa 1994 — 1999
BS, Math
University of Hawaii at Manoa 1994 — 1999
BA, Philosophy
Genworth Financial April 2014 - Present
MetLife November 2011 - April 2014
Transamerica Life and Protection December 2005 - November 2011
Lincoln Financial Group June 2005 - December 2005
Great American Financial Resources June 2003 - May 2005
Pacific Guardian Life June 1999 - June 2003
Skills
Risk Management, Enterprise Risk..., Financial Analysis, Financial Reporting, Capital Management, People Management, Financial Modeling, Actuarial Science, Insurance, Statistics, Reinsurance, Health Insurance, Financial Projections, Risk Analysis, Excel, Modeling, Valuation, Microsoft Office, Reserving, Life Insurance, TAS, GGY Axis, Prophet, BS, Time Management, Project Management, Embedded Value, Solvency II, US GAAP, Solvency, ALM, CFT, Microsoft Excel, Fixed Annuities
Education
University of Hawaii at Manoa 1994 — 1999
BS, Math
University of Hawaii at Manoa 1994 — 1999
BA, Philosophy
Jackie Rogalla Jackie Rogalla's Lincoln Financial Group Experience June 2005 - January 2007
Job Real Estate Broker at Coldwell Banker Barrington powered by ZipRealty
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage September 2014 - Present
ZipRealty August 2009 - Present
Uline February 2007 - 2009
Lincoln Financial Group June 2005 - January 2007
Skills
Residential real esate, REO, Buyer Representation, Contract Negotiation, Financial Analysis, SFR, Real Estate, Sales, FHA, Referrals, Listings, Property, Home Staging, Buyers, Townhomes, Real Property, New Homes, Move Up Buyers, ABR, Seniors
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelors, Finance
Kaplan University 2007 — 2009
MBA, Business
Coldwell Banker Residential Brokerage September 2014 - Present
ZipRealty August 2009 - Present
Uline February 2007 - 2009
Lincoln Financial Group June 2005 - January 2007
Skills
Residential real esate, REO, Buyer Representation, Contract Negotiation, Financial Analysis, SFR, Real Estate, Sales, FHA, Referrals, Listings, Property, Home Staging, Buyers, Townhomes, Real Property, New Homes, Move Up Buyers, ABR, Seniors
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelors, Finance
Kaplan University 2007 — 2009
MBA, Business
Patrick Lefemine Patrick Lefemine's Lincoln Financial Group Experience August 2005 - Present
Job SVP, CISO at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2005 - Present
Lincoln Financial Group 1998 - 2009
Lincoln Financial Group July 2001 - August 2005
Lincoln Financial Group June 1998 - July 2001
CIGNA June 1993 - June 1998
Aetna June 1991 - June 1993
State of Connecticut September 1987 - June 1991
Skills
Information Security, Security Architecture..., Security, Application Security, Risk Management, CISSP, Firewalls, Governance, Strategy, IT Operations, Leadership, Networking, Information Technology, Management, Information Security..., Disaster Recovery, IT Audit, Business Continuity
Education
University of Hartford 1983 — 1987
BSBA, Business Administration
Lincoln Financial Group August 2005 - Present
Lincoln Financial Group 1998 - 2009
Lincoln Financial Group July 2001 - August 2005
Lincoln Financial Group June 1998 - July 2001
CIGNA June 1993 - June 1998
Aetna June 1991 - June 1993
State of Connecticut September 1987 - June 1991
Skills
Information Security, Security Architecture..., Security, Application Security, Risk Management, CISSP, Firewalls, Governance, Strategy, IT Operations, Leadership, Networking, Information Technology, Management, Information Security..., Disaster Recovery, IT Audit, Business Continuity
Education
University of Hartford 1983 — 1987
BSBA, Business Administration
Tano Toussaint Tano Toussaint's Lincoln Financial Group Experience May 2015 - August 2015
Job Actuarial Intern at Lincoln Financial Group
Industry Financial Services
Experience
University of Georgia April 2014 - Present
Lincoln Financial Group May 2015 - August 2015
Kennesaw State University 2012 - 2012
Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Research, Leadership, Customer Service, Data Analysis, Directing, Event Planning, Project Management, Teaching, Social Media, Microsoft Word, Higher Education, Editing, Strategic Planning, Photoshop, MG ALFA, VBA, R, R-Studio
Education
University of Georgia - Terry College of Business 2013 — 2016
Bachelor of Arts (BA), Economics
Independent Education in Accounting, Underwriting, and Finance 2013 — 2014
Insurance, Underwriting, Finance, and Accounting
Dale Cargenie Business Training 2012 — 2012
Highest Achievement, Communications, Public Speaking, and Business
Governor's Honors Program 2012 — 2012
Certificate of Distinction, Theatre & Communicative Arts
University of Georgia April 2014 - Present
Lincoln Financial Group May 2015 - August 2015
Kennesaw State University 2012 - 2012
Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Research, Leadership, Customer Service, Data Analysis, Directing, Event Planning, Project Management, Teaching, Social Media, Microsoft Word, Higher Education, Editing, Strategic Planning, Photoshop, MG ALFA, VBA, R, R-Studio
Education
University of Georgia - Terry College of Business 2013 — 2016
Bachelor of Arts (BA), Economics
Independent Education in Accounting, Underwriting, and Finance 2013 — 2014
Insurance, Underwriting, Finance, and Accounting
Dale Cargenie Business Training 2012 — 2012
Highest Achievement, Communications, Public Speaking, and Business
Governor's Honors Program 2012 — 2012
Certificate of Distinction, Theatre & Communicative Arts
Togger Akin's Lincoln Financial Group Experience 2007 - 2010
Job Specialized Tax Minimization, Asset Protection, TaxAdvantaged Income & Wealth Maximization Strategist
Industry Financial Services
Experience
Empower Financial Group January 2011 - Present
MassMutual Financial Group 2010 - 2011
Lincoln Financial Group 2007 - 2010
National Agents Alliance Corporate 2003 - 2007
Surveying Associates PLC 1999 - 2003
Skills
Estate Planning, Retirement, Wealth Accumulation, Insurance, 401k, Trusts, Investments, Strategic Financial..., Wealth Management, Health Insurance, Financial Advisory, Asset Allocation, Strategic Planning, Financial Analysis, Risk Management, Finance, Financial Planning, Retirement Planning, Life Insurance, Long-term Care
Education
University of Kentucky 1993 — 1998
French and International Economics
Conner High School
Empower Financial Group January 2011 - Present
MassMutual Financial Group 2010 - 2011
Lincoln Financial Group 2007 - 2010
National Agents Alliance Corporate 2003 - 2007
Surveying Associates PLC 1999 - 2003
Skills
Estate Planning, Retirement, Wealth Accumulation, Insurance, 401k, Trusts, Investments, Strategic Financial..., Wealth Management, Health Insurance, Financial Advisory, Asset Allocation, Strategic Planning, Financial Analysis, Risk Management, Finance, Financial Planning, Retirement Planning, Life Insurance, Long-term Care
Education
University of Kentucky 1993 — 1998
French and International Economics
Conner High School
Ellen Anderson's Lincoln Financial Group Experience July 2008 - August 2009
Job Lead Analyst, Benefits at DIRECTV
Industry Human Resources
Experience
DIRECTV June 2015 - Present
DIRECTV November 2013 - June 2015
DIRECTV November 2011 - November 2013
Cincinnati Childrens Hospital Medical Center September 2009 - November 2011
Lincoln Financial Group July 2008 - August 2009
Lincoln Financial Group June 2007 - July 2008
JPMorgan Chase June 2006 - August 2006
Skills
Benefits Administration, Employee Benefits, Human Resources, FMLA, Disability Insurance, Defined Benefit, Onboarding, HRIS, Process Improvement, Employee Relations, Deferred Compensation, Performance Management
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelors of Science, Business Administration
DIRECTV June 2015 - Present
DIRECTV November 2013 - June 2015
DIRECTV November 2011 - November 2013
Cincinnati Childrens Hospital Medical Center September 2009 - November 2011
Lincoln Financial Group July 2008 - August 2009
Lincoln Financial Group June 2007 - July 2008
JPMorgan Chase June 2006 - August 2006
Skills
Benefits Administration, Employee Benefits, Human Resources, FMLA, Disability Insurance, Defined Benefit, Onboarding, HRIS, Process Improvement, Employee Relations, Deferred Compensation, Performance Management
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelors of Science, Business Administration
Jason Nash Jason Nash's Lincoln Financial Group Experience September 2010 - June 2011
Job Technology Professional
Industry Information Technology and Services
Experience
Kiewit April 2014 - September 2015
Kiewit August 2013 - April 2014
Kiewit May 2013 - August 2013
Blue Cross and Blue Shield of Nebraska May 2012 - May 2013
Physicians Mutual October 2011 - May 2012
Physicians Mutual July 2011 - October 2011
Lincoln Financial Group September 2010 - June 2011
Kiewit February 2010 - September 2010
Gallup March 2008 - January 2010
iSECUREtrac April 2007 - March 2008
Skills
Requirements Gathering, Business Analysis, SDLC, Disaster Recovery, Databases, Requirements Analysis, Visio, SharePoint, Software Development, Data Warehousing, Database Design, Agile Methodologies, Quality Assurance, Scrum, Systems Analysis, Software Documentation, Project Management, SQL, Software Project...
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BBA, Management Information Systems
Kiewit April 2014 - September 2015
Kiewit August 2013 - April 2014
Kiewit May 2013 - August 2013
Blue Cross and Blue Shield of Nebraska May 2012 - May 2013
Physicians Mutual October 2011 - May 2012
Physicians Mutual July 2011 - October 2011
Lincoln Financial Group September 2010 - June 2011
Kiewit February 2010 - September 2010
Gallup March 2008 - January 2010
iSECUREtrac April 2007 - March 2008
Skills
Requirements Gathering, Business Analysis, SDLC, Disaster Recovery, Databases, Requirements Analysis, Visio, SharePoint, Software Development, Data Warehousing, Database Design, Agile Methodologies, Quality Assurance, Scrum, Systems Analysis, Software Documentation, Project Management, SQL, Software Project...
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BBA, Management Information Systems
Tim Jenkins Tim Jenkins's Lincoln Financial Group Experience November 2010 - May 2014
Job Regional Vice President at Voya Financial
Industry Financial Services
Experience
Voya Financial Partners June 2014 - Present
Lincoln Financial Group November 2010 - May 2014
John Hancock Retirement Plan Services February 2009 - November 2010
John Hancock July 2006 - February 2009
Smith Barney December 2003 - June 2006
Skills
Retirement Planning, 401k, Investments, Defined Benefit, Wealth, Series 63, ERISA, Relationship Management, Defined Contribution, Pensions, Retirement, Series 7, Mutual Funds, Qualified Retirement..., Retirement Plan..., Cash Balance, Public Speaking, Building Relationships, Sales Presentations, Profit Sharing
Education
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Voya Financial Partners June 2014 - Present
Lincoln Financial Group November 2010 - May 2014
John Hancock Retirement Plan Services February 2009 - November 2010
John Hancock July 2006 - February 2009
Smith Barney December 2003 - June 2006
Skills
Retirement Planning, 401k, Investments, Defined Benefit, Wealth, Series 63, ERISA, Relationship Management, Defined Contribution, Pensions, Retirement, Series 7, Mutual Funds, Qualified Retirement..., Retirement Plan..., Cash Balance, Public Speaking, Building Relationships, Sales Presentations, Profit Sharing
Education
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Deborah Fitzsimmons, MBA, PMP Deborah Fitzsimmons, MBA, PMP's Lincoln Financial Group Experience August 2005 - January 2006
Job Business Project Program Manager at Aetna
Industry Insurance
Experience
Cigna May 2015 - Present
Aetna August 2014 - May 2015
Aetna July 2011 - August 2014
Aetna January 2006 - July 2011
Lincoln Financial Group August 2005 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, Teaching, Project Management, Training
Education
University of Hartford 2002 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Mary Washington College 1992 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Cigna May 2015 - Present
Aetna August 2014 - May 2015
Aetna July 2011 - August 2014
Aetna January 2006 - July 2011
Lincoln Financial Group August 2005 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, Teaching, Project Management, Training
Education
University of Hartford 2002 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Mary Washington College 1992 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Krysten Overly's Lincoln Financial Group Experience 2012 - Present
Job President, Prosperity Financial Advisors, LLC
Industry Financial Services
Experience
Prosperity Financial Advisors LLC October 2007 - Present
Lincoln Financial Group 2012 - Present
Key Investment Services 2004 - 2007
Huntington Securities July 2003 - February 2004
Banc One Securites May 1994 - July 2003
Skills
Wealth Management..., Investment Advisory, Retirement Income..., Personal Financial..., Fee Based Planning, Holistic Financial..., Member SIPC, Member FINRA, Investment Advisor..., Qualified Retirement..., 401k, 401k Rollovers, Simple Plans, Insurance, Health Insurance, Disability Insurance, Life Insurance, Irrevocable Life..., Life & Health Insurance..., Series 7, Series 6, Series 63, Series 65, FINRA, Retirement Planning, Financial Advisory, Retirement, Strategic Financial..., Asset Allocation, Banking, Investments, Asset Management, Financial Services, Finance, Portfolio Management, IRAs, Long Term Care Insurance, Small Business, Roth IRA, Financial Planners, Investment Strategies, Wealth, Wealth Accumulation, Employee Benefits, Estate Planning, Wealth Management, Mutual Funds, Fixed Annuities, ETFs, Financial Planning
Education
University of Indianapolis
Prosperity Financial Advisors LLC October 2007 - Present
Lincoln Financial Group 2012 - Present
Key Investment Services 2004 - 2007
Huntington Securities July 2003 - February 2004
Banc One Securites May 1994 - July 2003
Skills
Wealth Management..., Investment Advisory, Retirement Income..., Personal Financial..., Fee Based Planning, Holistic Financial..., Member SIPC, Member FINRA, Investment Advisor..., Qualified Retirement..., 401k, 401k Rollovers, Simple Plans, Insurance, Health Insurance, Disability Insurance, Life Insurance, Irrevocable Life..., Life & Health Insurance..., Series 7, Series 6, Series 63, Series 65, FINRA, Retirement Planning, Financial Advisory, Retirement, Strategic Financial..., Asset Allocation, Banking, Investments, Asset Management, Financial Services, Finance, Portfolio Management, IRAs, Long Term Care Insurance, Small Business, Roth IRA, Financial Planners, Investment Strategies, Wealth, Wealth Accumulation, Employee Benefits, Estate Planning, Wealth Management, Mutual Funds, Fixed Annuities, ETFs, Financial Planning
Education
University of Indianapolis
Jay Zickerman's Lincoln Financial Group Experience April 2006 - June 2009
Job 2nd Vice President, Group Retirement Product Management
Industry Financial Services
Experience
Guardian Life April 2015 - Present
Guardian Life July 2009 - April 2015
Lincoln Financial Group April 2006 - June 2009
Delaware Investments 2004 - April 2006
Delaware Investments 1997 - 2004
Ceridian 1995 - 1997
The Segal Company 1993 - 1995
Dreyfus 1991 - 1993
Skills
Asset Management, Retirement, Pensions, Customer Relations, Product Development, Staff Management, Building Relationships, Investments, Asset Managment, Leadership, Customer Service, New Business Development, Asset Allocation, Financial Services, CRM, Risk Management, Product Management, Series 63, Securities, Project Management, Sales, 401k, Series 7, Insurance, Employee Benefits, Defined Contribution, Retirement Planning, Investment Advisory, Wealth Management, Relationship Management, Mutual Funds, Defined Benefit, FINRA, Series 24
Education
University of Maryland College Park 1984 — 1988
Bachelor of Science (BS), Economics
NBTHS 1980 — 1984
College/University Preparatory and Advanced High School/Secondary Diploma Program
Guardian Life April 2015 - Present
Guardian Life July 2009 - April 2015
Lincoln Financial Group April 2006 - June 2009
Delaware Investments 2004 - April 2006
Delaware Investments 1997 - 2004
Ceridian 1995 - 1997
The Segal Company 1993 - 1995
Dreyfus 1991 - 1993
Skills
Asset Management, Retirement, Pensions, Customer Relations, Product Development, Staff Management, Building Relationships, Investments, Asset Managment, Leadership, Customer Service, New Business Development, Asset Allocation, Financial Services, CRM, Risk Management, Product Management, Series 63, Securities, Project Management, Sales, 401k, Series 7, Insurance, Employee Benefits, Defined Contribution, Retirement Planning, Investment Advisory, Wealth Management, Relationship Management, Mutual Funds, Defined Benefit, FINRA, Series 24
Education
University of Maryland College Park 1984 — 1988
Bachelor of Science (BS), Economics
NBTHS 1980 — 1984
College/University Preparatory and Advanced High School/Secondary Diploma Program
Max Parsons's Lincoln Financial Group Experience June 2014 - Present
Job Business System Analysis at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2014 - Present
United States Marine Corps Reserve August 2009 - October 2014
State of New Hampshire May 2011 - June 2014
University of Maine V.E.T.S. Office September 2012 - May 2014
Hannaford Bros. Co. July 2007 - August 2012
Skills
Leadership, Microsoft Office, Team Leadership, PowerPoint, Social Networking, Teamwork, Time Management, Visual Basic for..., Social Media, Military, Weapons, Radio, Facebook, Public Speaking, Basic Computer..., Public Relations, Editing, Microsoft Excel, Event Planning, Microsoft Word, Data Analysis, Customer Service, Social Media Marketing, Tactics, Military Training, Research
Education
University of Maine 2010 — 2014
Bachelor's Degree, Marketing
Lincoln Financial Group June 2014 - Present
United States Marine Corps Reserve August 2009 - October 2014
State of New Hampshire May 2011 - June 2014
University of Maine V.E.T.S. Office September 2012 - May 2014
Hannaford Bros. Co. July 2007 - August 2012
Skills
Leadership, Microsoft Office, Team Leadership, PowerPoint, Social Networking, Teamwork, Time Management, Visual Basic for..., Social Media, Military, Weapons, Radio, Facebook, Public Speaking, Basic Computer..., Public Relations, Editing, Microsoft Excel, Event Planning, Microsoft Word, Data Analysis, Customer Service, Social Media Marketing, Tactics, Military Training, Research
Education
University of Maine 2010 — 2014
Bachelor's Degree, Marketing
Anthony Borucki Anthony Borucki's Lincoln Financial Group Experience 2003 - 2004
Job CTO/ Chief Architect
Industry Events Services
Experience
Brady Corporation January 2015 - Present
FanFueled December 2012 - August 2014
ChannelIQ October 2011 - December 2012
Chicago Trading Company January 2009 - October 2011
United Center, Blackhawks, Corporate Catering & Watson Appraisals February 2007 - January 2009
Navteq/Objective Paradigm 2008 - 2008
Northern Trust Corporation February 2007 - July 2007
Man Investments June 2006 - February 2007
MTC 2005 - 2005
Lincoln Financial Group 2003 - 2004
Skills
Amazon EC2 Cloud..., Web Architecture, Data Architecture, Windows & Linux..., C#, .NET, Elastic Beanstalk, ElastiCache, DynamoDB, S3, Elasticsearch, CloudWatch, SQL Server, Oracle, ERStudio, MVC3/4, Kapow Katalyst, SQL Profiler, Erwin, Mercury Test Director, Google Analytics, Salesforce/Apex, DotNetNuke, Lithium, SharePoint, Confluence, Facebook APIs, Twitter API, FourSquare API, LinkShare API, Shopify, BrainTree, Linux, Windows Server, IT Strategy, Product Vision, Client Development &..., Sales, Project Management, Requirements Gathering, Technical Specifications, Proposal Writing, Perl, Bash, AWK, Java, Java Script, SQL, Microsoft SQL Server
Education
University of Illinois at Urbana-Champaign 1990 — 1993
Bachelor's Degree, Mechanical Engineering
Brady Corporation January 2015 - Present
FanFueled December 2012 - August 2014
ChannelIQ October 2011 - December 2012
Chicago Trading Company January 2009 - October 2011
United Center, Blackhawks, Corporate Catering & Watson Appraisals February 2007 - January 2009
Navteq/Objective Paradigm 2008 - 2008
Northern Trust Corporation February 2007 - July 2007
Man Investments June 2006 - February 2007
MTC 2005 - 2005
Lincoln Financial Group 2003 - 2004
Skills
Amazon EC2 Cloud..., Web Architecture, Data Architecture, Windows & Linux..., C#, .NET, Elastic Beanstalk, ElastiCache, DynamoDB, S3, Elasticsearch, CloudWatch, SQL Server, Oracle, ERStudio, MVC3/4, Kapow Katalyst, SQL Profiler, Erwin, Mercury Test Director, Google Analytics, Salesforce/Apex, DotNetNuke, Lithium, SharePoint, Confluence, Facebook APIs, Twitter API, FourSquare API, LinkShare API, Shopify, BrainTree, Linux, Windows Server, IT Strategy, Product Vision, Client Development &..., Sales, Project Management, Requirements Gathering, Technical Specifications, Proposal Writing, Perl, Bash, AWK, Java, Java Script, SQL, Microsoft SQL Server
Education
University of Illinois at Urbana-Champaign 1990 — 1993
Bachelor's Degree, Mechanical Engineering
Jamie Kudym Jamie Kudym's Lincoln Financial Group Experience Management TraineeEnterprise Rent-A-Car2003 - 2005
Job Disability Appeals Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group Management TraineeEnterprise Rent-A-Car2003 - 2005
Education
University of Iowa 1998 — 2003
Lincoln Financial Group Management TraineeEnterprise Rent-A-Car2003 - 2005
Education
University of Iowa 1998 — 2003
Robert Batt's Lincoln Financial Group Experience October 2009 - November 2011
Job Canadian Pacific Railroad, MBA Student
Industry Transportation/Trucking/Railroad
Experience
Canadian Pacific Railway November 2011 - Present
Lincoln Financial Group October 2009 - November 2011
Omni Hotels February 2005 - January 2008
Skills
Customer Service, Leadership, Operations Management, Forecasting, Team Building, Recruiting, Strategic Planning, Budgets, Team Leadership, Process Improvement, Customer Satisfaction, Account Management, Sales, Sales Management, Marketing, Training, Negotiation
Education
University of Iowa 2007 — 2009
B.A., Interdepartmental Studies
Iowa Western Community College 2007 — 2007
A.A.S, Business
Upper Iowa University 2014 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services
Canadian Pacific Railway November 2011 - Present
Lincoln Financial Group October 2009 - November 2011
Omni Hotels February 2005 - January 2008
Skills
Customer Service, Leadership, Operations Management, Forecasting, Team Building, Recruiting, Strategic Planning, Budgets, Team Leadership, Process Improvement, Customer Satisfaction, Account Management, Sales, Sales Management, Marketing, Training, Negotiation
Education
University of Iowa 2007 — 2009
B.A., Interdepartmental Studies
Iowa Western Community College 2007 — 2007
A.A.S, Business
Upper Iowa University 2014 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services
Lori Weston, IACCP® Lori Weston, IACCP®'s Lincoln Financial Group Experience April 1997 - March 2012
Job Manager, IA Services
Industry Financial Services
Experience
Regulatory Compliance, LLC March 2012 - Present
Lincoln Financial Group April 1997 - March 2012
Lincoln Financial Group May 2005 - June 2008
Skills
Investment Advisory, Securities Regulation, Compliance, Series 66, Investments, Mutual Funds, Series 7, Series 24, Securities
Education
University of Maryland College Park 1992 — 1996
BS, Accounting
Regulatory Compliance, LLC March 2012 - Present
Lincoln Financial Group April 1997 - March 2012
Lincoln Financial Group May 2005 - June 2008
Skills
Investment Advisory, Securities Regulation, Compliance, Series 66, Investments, Mutual Funds, Series 7, Series 24, Securities
Education
University of Maryland College Park 1992 — 1996
BS, Accounting
Tony Jorge Tony Jorge's Lincoln Financial Group Experience January 2008 - June 2009
Job Senior Information Technology Project Manager at The Hartford
Industry Financial Services
Experience
The Hartford July 2010 - Present
First Coverage June 2009 - July 2010
Lincoln Financial Group January 2008 - June 2009
MassMutual Financial Group 1999 - 2008
Skills
Insurance, Product Development, Uniform Combined State..., Project Management, Business Analysis, SDLC, Process Improvement
Education
University of Massachusetts, Amherst
Distribution Technology and Management
Villanova University
Certificate, IT Project Management
The Hartford July 2010 - Present
First Coverage June 2009 - July 2010
Lincoln Financial Group January 2008 - June 2009
MassMutual Financial Group 1999 - 2008
Skills
Insurance, Product Development, Uniform Combined State..., Project Management, Business Analysis, SDLC, Process Improvement
Education
University of Massachusetts, Amherst
Distribution Technology and Management
Villanova University
Certificate, IT Project Management
Glenn Nieuwenhuis Glenn Nieuwenhuis's Lincoln Financial Group Experience February 2013 - Present
Job Mainframe Programmer/Analyst, Project Manager
Industry Information Technology and Services
Experience
Lincoln Financial Group February 2013 - Present
Lincoln Financial Group February 2013 - Present
Amica Mutual Insurance Co. June 2011 - September 2012
Affiliated Computer Services 2005 - 2011
One Beacon Insurance 2004 - 2004
State Street Bank 1999 - 2002
Skills
COBOL, SDLC, JCL, DB2, CICS, Xpediter, Team Building, Program Management, SQL, Visio, VSAM, TSO, Intertest, Mainframe, Analysis, Syncsort, IBM Utilities, Fileaid, Easytrieve, Management, Serena Changeman, QMF, Systems Analysis
Education
University of Massachusetts Dartmouth
Bachelor of Arts Degree, Sociology / Education
Boston University Corporate Education Center
Certificate, Oracle & Microsoft Solutions Developer Program
Lincoln Financial Group February 2013 - Present
Lincoln Financial Group February 2013 - Present
Amica Mutual Insurance Co. June 2011 - September 2012
Affiliated Computer Services 2005 - 2011
One Beacon Insurance 2004 - 2004
State Street Bank 1999 - 2002
Skills
COBOL, SDLC, JCL, DB2, CICS, Xpediter, Team Building, Program Management, SQL, Visio, VSAM, TSO, Intertest, Mainframe, Analysis, Syncsort, IBM Utilities, Fileaid, Easytrieve, Management, Serena Changeman, QMF, Systems Analysis
Education
University of Massachusetts Dartmouth
Bachelor of Arts Degree, Sociology / Education
Boston University Corporate Education Center
Certificate, Oracle & Microsoft Solutions Developer Program
Tony Laudato's Lincoln Financial Group Experience January 2006 - July 2008
Job Vice President, Marketing Actuary at Hannover Re
Industry Financial Services
Experience
Hannover Re July 2012 - Present
The Newport Group March 2011 - July 2012
AEGON July 2008 - March 2011
Lincoln Financial Group January 2006 - July 2008
Lincoln Financial Group January 2003 - January 2006
Lincoln Financial Group January 2002 - 2003
Lincoln Financial Group 2000 - 2002
Phoenix Life Insurance Company 1994 - 2000
Skills
Actuarial, Risk Management, Product Development, Reinsurance, Product Life Cycle..., Annuities, Product Innovation, Innovation Management, Long Term Care, Talent Development, Financial Management, Financial Planning, Product Strategy, Product Design, Product Marketing, Customer Service, Sales Management, Actuarial Science, Relationship Development, Building Relationships, Change Management, Account Management, New Business Development, Business Strategy, Business Analysis, Strategic Consulting, Consultative Selling, Mergers, Fixed Annuities, Strategic Financial..., Long-term Care, Product Management, Mergers & Acquisitions, Talent Management, Strategic Planning, Insurance, Life Insurance, Variable Annuities, Retirement, Employee Benefits, Leadership, Financial Risk, Analysis, Pricing, Management, Finance, Managerial Finance, Financial Services
Education
University of Hartford 1990 — 1994
BS, Mathematics, Actuarial Science, English
Hannover Re July 2012 - Present
The Newport Group March 2011 - July 2012
AEGON July 2008 - March 2011
Lincoln Financial Group January 2006 - July 2008
Lincoln Financial Group January 2003 - January 2006
Lincoln Financial Group January 2002 - 2003
Lincoln Financial Group 2000 - 2002
Phoenix Life Insurance Company 1994 - 2000
Skills
Actuarial, Risk Management, Product Development, Reinsurance, Product Life Cycle..., Annuities, Product Innovation, Innovation Management, Long Term Care, Talent Development, Financial Management, Financial Planning, Product Strategy, Product Design, Product Marketing, Customer Service, Sales Management, Actuarial Science, Relationship Development, Building Relationships, Change Management, Account Management, New Business Development, Business Strategy, Business Analysis, Strategic Consulting, Consultative Selling, Mergers, Fixed Annuities, Strategic Financial..., Long-term Care, Product Management, Mergers & Acquisitions, Talent Management, Strategic Planning, Insurance, Life Insurance, Variable Annuities, Retirement, Employee Benefits, Leadership, Financial Risk, Analysis, Pricing, Management, Finance, Managerial Finance, Financial Services
Education
University of Hartford 1990 — 1994
BS, Mathematics, Actuarial Science, English
Jeff Sullivan's Lincoln Financial Group Experience December 2005 - December 2008
Job Urposse.com
Industry Internet
Experience
UrPosse.com December 2011 - Present
Sun Life Financial 2008 - 2012
Lincoln Financial Group December 2005 - December 2008
The Guardian Life Insurance Company of America December 2001 - December 2005
Skills
Relationship Management, Mutual Funds, Series 63, Series 6, Series 7, Retirement Planning, Life Insurance, 401k, Leadership, Insurance, Variable Annuities, Wealth Management, Presenter, Public Speaking, Sales Management, ETFs, Retirement, Securities, Drinking Water, Fire Breathing, Branding & Identity, Social Media Marketing, Reward Systems
Education
University of Iowa 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
UrPosse.com December 2011 - Present
Sun Life Financial 2008 - 2012
Lincoln Financial Group December 2005 - December 2008
The Guardian Life Insurance Company of America December 2001 - December 2005
Skills
Relationship Management, Mutual Funds, Series 63, Series 6, Series 7, Retirement Planning, Life Insurance, 401k, Leadership, Insurance, Variable Annuities, Wealth Management, Presenter, Public Speaking, Sales Management, ETFs, Retirement, Securities, Drinking Water, Fire Breathing, Branding & Identity, Social Media Marketing, Reward Systems
Education
University of Iowa 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
Atish Doshi's Lincoln Financial Group Experience 2004 - 2005
Job Visionary Entrepreneur in the Collegiate Space
Industry Marketing and Advertising
Experience
The Black Sheep (Black Card Media, LLC) January 2009 - Present
Ninjathat January 2012 - Present
Lincoln Financial Group 2004 - 2005
Skills
Social Media, Social Media Marketing, Advertising, Public Speaking, Microsoft Office, Small Business, Marketing Communications, Strategic Planning, Sales Management, Problem Solving, Team Leadership, Marketing, Leadership, Research, Entrepreneurship, Product Development, Copywriting, Start-ups, Customer Relations, Editing, Marketing Strategy, Writing, New Business Development, Word, Process Improvement, Promotions, Business Strategy, Relationship Marketing, Account Management, Sales, Team Building, Project Management, Management, Public Relations, Blogging, Brand Awareness, Email, Event Planning, Facebook, SEO, Customer Service
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelors, Marketing
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
The Black Sheep (Black Card Media, LLC) January 2009 - Present
Ninjathat January 2012 - Present
Lincoln Financial Group 2004 - 2005
Skills
Social Media, Social Media Marketing, Advertising, Public Speaking, Microsoft Office, Small Business, Marketing Communications, Strategic Planning, Sales Management, Problem Solving, Team Leadership, Marketing, Leadership, Research, Entrepreneurship, Product Development, Copywriting, Start-ups, Customer Relations, Editing, Marketing Strategy, Writing, New Business Development, Word, Process Improvement, Promotions, Business Strategy, Relationship Marketing, Account Management, Sales, Team Building, Project Management, Management, Public Relations, Blogging, Brand Awareness, Email, Event Planning, Facebook, SEO, Customer Service
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelors, Marketing
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Andrew Beaver's Lincoln Financial Group Experience September 2015 - Present
Job Inbound Sales Representative at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group September 2015 - Present
Allstate August 2013 - September 2015
Crump Life Insurance Services November 2009 - August 2013
Allstate 2005 - 2009
Skills
Insurance, Term Life Insurance, Life Insurance, Whole Life, Universal Life, Long-term Care, Long Term Care Insurance, Retirement Planning, Retirement, Health Insurance, Disability Insurance, Underwriting, Brokers, Series 63, Employee Benefits, Estate Planning, Variable Annuities, 401k, Property & Casualty..., Series 7, Commercial Insurance, Mutual Funds, Strategic Financial..., Financial Planners
Education
University of Maryland University College 2010 — 2012
Master of Business Administration (MBA)
Millersville University of Pennsylvania 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Twin Valley
Lincoln Financial Group September 2015 - Present
Allstate August 2013 - September 2015
Crump Life Insurance Services November 2009 - August 2013
Allstate 2005 - 2009
Skills
Insurance, Term Life Insurance, Life Insurance, Whole Life, Universal Life, Long-term Care, Long Term Care Insurance, Retirement Planning, Retirement, Health Insurance, Disability Insurance, Underwriting, Brokers, Series 63, Employee Benefits, Estate Planning, Variable Annuities, 401k, Property & Casualty..., Series 7, Commercial Insurance, Mutual Funds, Strategic Financial..., Financial Planners
Education
University of Maryland University College 2010 — 2012
Master of Business Administration (MBA)
Millersville University of Pennsylvania 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Twin Valley
Dane Collins, J.D.'s Lincoln Financial Group Experience September 2014 - Present
Job Compliance Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2014 - Present
Lincoln Financial Group January 2012 - September 2014
Lincoln Financial Group June 2010 - December 2011
National Elevator Industry Benefits May 2009 - May 2010
The Hartford May 2007 - December 2008
Philadelphia Eagles July 2006 - March 2007
Education
Widener University School of Law 2009 — 2013
Doctor of Law (J.D.)
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
The Haverford School 1999 — 2002
Lincoln Financial Group September 2014 - Present
Lincoln Financial Group January 2012 - September 2014
Lincoln Financial Group June 2010 - December 2011
National Elevator Industry Benefits May 2009 - May 2010
The Hartford May 2007 - December 2008
Philadelphia Eagles July 2006 - March 2007
Education
Widener University School of Law 2009 — 2013
Doctor of Law (J.D.)
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
The Haverford School 1999 — 2002
Kristen Amato Maslowski's Lincoln Financial Group Experience August 2015 - Present
Job Group Sales Representative at Lincoln Financial Group
Industry Insurance
Lauren Spivack's Lincoln Financial Group Experience 2001 - 2007
Job
Industry Insurance
Experience
Prudential August 2010 - Present
Marsh 2007 - August 2010
Lincoln Financial Group 2001 - 2007
Clark Consulting (Also Schoenke & Associates) 1986 - 2001
Skills
Insurance, Retirement, Executive Pay, Wealth Management, Series 7, Financial Services, Product Development, Relationship Management, Life Insurance, Mutual Funds, Risk Management, Fixed Annuities, Strategic Financial..., Employee Benefits, Retirement Planning, 401k, Underwriting, Investments, Series 63, Health Insurance, Securities
Education
University of Maryland College Park
Bachelor’s Degree
Jonathan Dayton Regional High School
Prudential August 2010 - Present
Marsh 2007 - August 2010
Lincoln Financial Group 2001 - 2007
Clark Consulting (Also Schoenke & Associates) 1986 - 2001
Skills
Insurance, Retirement, Executive Pay, Wealth Management, Series 7, Financial Services, Product Development, Relationship Management, Life Insurance, Mutual Funds, Risk Management, Fixed Annuities, Strategic Financial..., Employee Benefits, Retirement Planning, 401k, Underwriting, Investments, Series 63, Health Insurance, Securities
Education
University of Maryland College Park
Bachelor’s Degree
Jonathan Dayton Regional High School
Jennifer Rancourt's Lincoln Financial Group Experience March 2007 - Present
Job Associate Underwriting Director
Industry Insurance
Experience
Lincoln Financial Group March 2007 - Present
Enfield Public School Board of Education November 2011 - November 2013
BISYS September 2002 - April 2007
Mass Mutual Insurance 1999 - 2002
Phoenix Life Insurance Company 1998 - 1999
Prudential Insurance 1996 - 1997
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Risk Management
Education
University of Hartford 1990 — 1994
Bachelor of Science (BS), Actuarial Science
Lincoln Financial Group March 2007 - Present
Enfield Public School Board of Education November 2011 - November 2013
BISYS September 2002 - April 2007
Mass Mutual Insurance 1999 - 2002
Phoenix Life Insurance Company 1998 - 1999
Prudential Insurance 1996 - 1997
Skills
Underwriting, Insurance, Life Insurance, Term Life Insurance, Risk Management
Education
University of Hartford 1990 — 1994
Bachelor of Science (BS), Actuarial Science
Chris Leary's Lincoln Financial Group Experience June 2012 - Present
Job Business Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2012 - Present
MassMutual Financial Group July 2011 - June 2012
Alterra Capital Holdings Ltd. July 2010 - June 2011
MassMutual Financial Group 2005 - June 2010
Mass Mutual March 2001 - December 2005
Phoenix Investment Partners 1999 - 2001
Skills
Program Management, Project Management, Gap Analysis, Training, Visio, Business Requirements, Quality Assurance, Business Process, Business Analysis, Quality Center, Six Sigma, Process Improvement, Management, Requirements Analysis, Change Management, User Acceptance Testing, Requirements Gathering, Systems Analysis, SDLC, Software Project..., Testing, Fixed Annuities, Test Planning, SharePoint, Software Documentation, Vendor Management, Resource Management, HP Quality Center
Education
University of Massachusetts, Amherst 1995 — 2001
Bachelor of Arts (B.A.), History
Lincoln Financial Group June 2012 - Present
MassMutual Financial Group July 2011 - June 2012
Alterra Capital Holdings Ltd. July 2010 - June 2011
MassMutual Financial Group 2005 - June 2010
Mass Mutual March 2001 - December 2005
Phoenix Investment Partners 1999 - 2001
Skills
Program Management, Project Management, Gap Analysis, Training, Visio, Business Requirements, Quality Assurance, Business Process, Business Analysis, Quality Center, Six Sigma, Process Improvement, Management, Requirements Analysis, Change Management, User Acceptance Testing, Requirements Gathering, Systems Analysis, SDLC, Software Project..., Testing, Fixed Annuities, Test Planning, SharePoint, Software Documentation, Vendor Management, Resource Management, HP Quality Center
Education
University of Massachusetts, Amherst 1995 — 2001
Bachelor of Arts (B.A.), History
Greg Foss's Lincoln Financial Group Experience June 2004 - July 2006
Job Employee Benefit Plan Senior Auditor
Industry Accounting
Experience
Tandem HR January 2012 - Present
Ernst & Young LLP July 2006 - January 2012
Lincoln Financial Group June 2004 - July 2006
Education
University of Illinois 2000 — 2004
College of Commerce and Business Administration, Finance
Tandem HR January 2012 - Present
Ernst & Young LLP July 2006 - January 2012
Lincoln Financial Group June 2004 - July 2006
Education
University of Illinois 2000 — 2004
College of Commerce and Business Administration, Finance
Michelle Barker's Lincoln Financial Group Experience November 2012 - Present
Job AVP and Senior Counsel at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group November 2012 - Present
American Enterprise Group July 2011 - November 2012
American Enterprise Group June 2005 - June 2011
Wandro, Baer & Casper, P.C. June 1997 - June 2005
Skills
Insurance, Health Insurance, Employee Benefits, Medicare, Mergers & Acquisitions, Process Improvement, Team Building, Strategic Planning
Education
University of Iowa College of Law 1994 — 1997
J.D.
Lincoln Financial Group November 2012 - Present
American Enterprise Group July 2011 - November 2012
American Enterprise Group June 2005 - June 2011
Wandro, Baer & Casper, P.C. June 1997 - June 2005
Skills
Insurance, Health Insurance, Employee Benefits, Medicare, Mergers & Acquisitions, Process Improvement, Team Building, Strategic Planning
Education
University of Iowa College of Law 1994 — 1997
J.D.
Kannan Nair's Lincoln Financial Group Experience February 2008 - March 2010
Job Architect / Lead Engineer
Industry Internet
Experience
Comcast April 2010 - Present
Lincoln Financial Group February 2008 - March 2010
GMAC Bank 2005 - 2008
Tata Consultancy Services 2001 - 2005
Skills
J2EE, SOA/Oracle OSB, Hibernate/ORM, Struts, Websphere, Ant, Maven, AJAX, XML, Subversion, MySQL, JavaScript, PL/SQL, Scrum, JSON, REST, jQuery, PostgreSQL, DB2, SQL Server, CSS, Linux, PHP, HTML, JMeter, JMS, SOAP, Spring, Tomcat, Hibernate, Weblogic, SOA, Agile, Web Services, Java, Hadoop, HDFS, Pig, Hive, Unix Shell Scripting, Java Enterprise Edition, Oracle, Agile Methodologies, Apache, JUnit, Spring Framework, WebLogic, MongoDB, Microsoft SQL Server
Education
University of Madras
Comcast April 2010 - Present
Lincoln Financial Group February 2008 - March 2010
GMAC Bank 2005 - 2008
Tata Consultancy Services 2001 - 2005
Skills
J2EE, SOA/Oracle OSB, Hibernate/ORM, Struts, Websphere, Ant, Maven, AJAX, XML, Subversion, MySQL, JavaScript, PL/SQL, Scrum, JSON, REST, jQuery, PostgreSQL, DB2, SQL Server, CSS, Linux, PHP, HTML, JMeter, JMS, SOAP, Spring, Tomcat, Hibernate, Weblogic, SOA, Agile, Web Services, Java, Hadoop, HDFS, Pig, Hive, Unix Shell Scripting, Java Enterprise Edition, Oracle, Agile Methodologies, Apache, JUnit, Spring Framework, WebLogic, MongoDB, Microsoft SQL Server
Education
University of Madras
Barbara Kealey's Lincoln Financial Group Experience 1999 - 2002
Job Sr. Exec Director at Flynn Mgmt
Industry Insurance
Ryan Burrus's Lincoln Financial Group Experience September 2013 - Present
Job Sr Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2013 - Present
Lincoln Financial Group February 2013 - September 2013
Lincoln Financial Group January 2011 - February 2013
Lincoln Financial Group June 2008 - January 2011
Lincoln Financial Group June 2006 - June 2008
Skills
Strategic Financial..., Management, Analysis, Project Planning, Financial Analysis, Business Analysis, Employee Benefits, Process Improvement
Education
University of Iowa 2002 — 2006
Bachelors, Finance
Lincoln Financial Group September 2013 - Present
Lincoln Financial Group February 2013 - September 2013
Lincoln Financial Group January 2011 - February 2013
Lincoln Financial Group June 2008 - January 2011
Lincoln Financial Group June 2006 - June 2008
Skills
Strategic Financial..., Management, Analysis, Project Planning, Financial Analysis, Business Analysis, Employee Benefits, Process Improvement
Education
University of Iowa 2002 — 2006
Bachelors, Finance
Rhett Wieland's Lincoln Financial Group Experience December 2010 - October 2012
Job 2VP Large Market Service for Guardian Life Isurance Co.
Industry Insurance
Experience
The Guardian Life Insurance Company of America March 2013 - Present
Lincoln Financial Group December 2010 - October 2012
NRECA June 2006 - January 2010
NRECA August 2008 - June 2009
Integrated Disability Resources February 2004 - November 2005
Unum September 1996 - January 2004
Skills
Health Insurance, Risk Management, Process Improvement, Benefits Administration, Vendor Management, Performance Management, Customer Service, Change Management, Leadership, Claims Management, Coaching, Long-Term Disability, Disability Claims..., Disability Management, Disability Insurance, Employee Relations, Program Management, Strategy, Management, Organizational...
Education
University of Maine School of Law 1992 — 1995
JD Cum Laude, Law
University of Maine
Bachelor of Arts, Journalism
The Guardian Life Insurance Company of America March 2013 - Present
Lincoln Financial Group December 2010 - October 2012
NRECA June 2006 - January 2010
NRECA August 2008 - June 2009
Integrated Disability Resources February 2004 - November 2005
Unum September 1996 - January 2004
Skills
Health Insurance, Risk Management, Process Improvement, Benefits Administration, Vendor Management, Performance Management, Customer Service, Change Management, Leadership, Claims Management, Coaching, Long-Term Disability, Disability Claims..., Disability Management, Disability Insurance, Employee Relations, Program Management, Strategy, Management, Organizational...
Education
University of Maine School of Law 1992 — 1995
JD Cum Laude, Law
University of Maine
Bachelor of Arts, Journalism
Larry Piano's Lincoln Financial Group Experience 1982 - 2000
Job President
Industry Management Consulting
Experience
Axis Consulting Group, LLC March 2007 - Present
Fort Wayne Rescue Mission Ministries, Inc. July 2014 - December 2014
Fort Wayne Rescue Mission Ministries, Inc. July 2009 - June 2014
CVC Communications 2000 - 2007
Lincoln Financial Group 1982 - 2000
Herter's, Inc. 1979 - 1981
Federated Department Stores 1975 - 1979
Coopers & Lybrand 1971 - 1975
Skills
Financial Reporting, Managerial Finance, Business Planning, Nonprofits, Finance, GAAP, CPA, Internal Controls, Mergers & Acquisitions, Financial Analysis, Cost Accounting, Treasury Management, Cash Management, Cash Flow, Strategic Financial..., Leadership, Strategic Planning, Management, Budgets
Education
University of Illinois at Urbana-Champaign - College of Business 1970 — 1971
MAS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 1968 — 1970
BS, Accountancy
Axis Consulting Group, LLC March 2007 - Present
Fort Wayne Rescue Mission Ministries, Inc. July 2014 - December 2014
Fort Wayne Rescue Mission Ministries, Inc. July 2009 - June 2014
CVC Communications 2000 - 2007
Lincoln Financial Group 1982 - 2000
Herter's, Inc. 1979 - 1981
Federated Department Stores 1975 - 1979
Coopers & Lybrand 1971 - 1975
Skills
Financial Reporting, Managerial Finance, Business Planning, Nonprofits, Finance, GAAP, CPA, Internal Controls, Mergers & Acquisitions, Financial Analysis, Cost Accounting, Treasury Management, Cash Management, Cash Flow, Strategic Financial..., Leadership, Strategic Planning, Management, Budgets
Education
University of Illinois at Urbana-Champaign - College of Business 1970 — 1971
MAS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 1968 — 1970
BS, Accountancy
Scott Hardin's Lincoln Financial Group Experience January 2011 - Present
Job DBA Team Lead at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group January 2011 - Present
Lincoln Financial Group October 2007 - December 2010
Lincoln Financial Group October 1996 - September 2007
Skills
Oracle RAC, Performance Tuning, RMAN, ETL, PL/SQL, Disaster Recovery, Data Modeling, SDLC, Data Warehousing, Databases, Enterprise Architecture, Oracle, Requirements Analysis, Database Design
Education
University of Iowa 1982 — 1986
Lincoln Financial Group January 2011 - Present
Lincoln Financial Group October 2007 - December 2010
Lincoln Financial Group October 1996 - September 2007
Skills
Oracle RAC, Performance Tuning, RMAN, ETL, PL/SQL, Disaster Recovery, Data Modeling, SDLC, Data Warehousing, Databases, Enterprise Architecture, Oracle, Requirements Analysis, Database Design
Education
University of Iowa 1982 — 1986
Rich Fargnoli's Lincoln Financial Group Experience
Job AVP, Shared Services/IT at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group
Skills
Leadership, Insurance, SDLC, Business Analysis, Risk Management, Financial Services, Vendor Management, Requirements Gathering, Process Improvement, Business Process..., Business Process, PMO, Program Management, Project Portfolio..., Visio
Education
University of Hartford
MPA, Healthcare Administration
University of Hartford
BA, English
Lincoln Financial Group
Skills
Leadership, Insurance, SDLC, Business Analysis, Risk Management, Financial Services, Vendor Management, Requirements Gathering, Process Improvement, Business Process..., Business Process, PMO, Program Management, Project Portfolio..., Visio
Education
University of Hartford
MPA, Healthcare Administration
University of Hartford
BA, English
Chip Taylor's Lincoln Financial Group Experience November 2010 - Present
Job Senior Sales Account Executive at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group November 2010 - Present
MetLife September 1997 - November 2010
Paul Revere Insurance Group April 1990 - September 1997
Skills
Disability Insurance, Health Insurance, Employee Benefits, Health Savings Accounts, Insurance, Underwriting, Life Insurance, Group Insurance, Brokers, Licensed Life & Health..., Critical Illness, COBRA, Series 6, Universal Life, Long-term Care, Term Life Insurance, Voluntary Employee..., Dental Insurance, Worksite Benefits, Accident, Retirement, Retirement Planning, Long Term Care Insurance, Whole Life, Workers Compensation, Claim
Education
Villanova University 1997 — 2000
Marketing
University of Maine 1985 — 1989
Lincoln Financial Group November 2010 - Present
MetLife September 1997 - November 2010
Paul Revere Insurance Group April 1990 - September 1997
Skills
Disability Insurance, Health Insurance, Employee Benefits, Health Savings Accounts, Insurance, Underwriting, Life Insurance, Group Insurance, Brokers, Licensed Life & Health..., Critical Illness, COBRA, Series 6, Universal Life, Long-term Care, Term Life Insurance, Voluntary Employee..., Dental Insurance, Worksite Benefits, Accident, Retirement, Retirement Planning, Long Term Care Insurance, Whole Life, Workers Compensation, Claim
Education
Villanova University 1997 — 2000
Marketing
University of Maine 1985 — 1989
Trale Patterson's Lincoln Financial Group Experience September 2013 - Present
Job Sr. Sales Rep at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group September 2013 - Present
Standard Insurance Company February 2007 - September 2013
Skills
Employee Benefits, Account Management, Sales, Strategic Planning, Customer Service, Claim, Critical Illness, General Insurance
Education
University of Georgia - Terry College of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Lincoln Financial Group September 2013 - Present
Standard Insurance Company February 2007 - September 2013
Skills
Employee Benefits, Account Management, Sales, Strategic Planning, Customer Service, Claim, Critical Illness, General Insurance
Education
University of Georgia - Terry College of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Joe Petras, MBA's Lincoln Financial Group Experience November 2008 - June 2010
Job Sr. Pension Administrator at Alliance Pension Consultants
Industry Financial Services
Experience
Alliance Pension Consultants, LLC December 2014 - Present
The National Bank & Trust Company November 2013 - December 2014
Alliance Pension Consultants, LLC June 2010 - November 2013
Lincoln Financial Group November 2008 - June 2010
Northern Trust June 2008 - November 2008
Lincoln Financial Group May 2005 - June 2008
Skills
401k, Retirement, Retirement Plan..., Profit Sharing, Defined Benefit, ERISA, Retirement Planning, Pensions, Pension Administration, Employee Benefits, Defined Contribution, Qualified Retirement..., Mutual Funds, 403 b, Benefits Administration, Customer Service, Process Improvement
Education
Concordia University of Chicago 2011 — 2013
Masters of Business Administration, Comprehensive, GPA - 4.0 / 4.0
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelors, Finance
Alliance Pension Consultants, LLC December 2014 - Present
The National Bank & Trust Company November 2013 - December 2014
Alliance Pension Consultants, LLC June 2010 - November 2013
Lincoln Financial Group November 2008 - June 2010
Northern Trust June 2008 - November 2008
Lincoln Financial Group May 2005 - June 2008
Skills
401k, Retirement, Retirement Plan..., Profit Sharing, Defined Benefit, ERISA, Retirement Planning, Pensions, Pension Administration, Employee Benefits, Defined Contribution, Qualified Retirement..., Mutual Funds, 403 b, Benefits Administration, Customer Service, Process Improvement
Education
Concordia University of Chicago 2011 — 2013
Masters of Business Administration, Comprehensive, GPA - 4.0 / 4.0
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelors, Finance
Richard Barritt's Lincoln Financial Group Experience July 2008 - Present
Job Software Development Manager, Tech Lead
Industry Computer Software
Experience
Lincoln Financial Group July 2008 - Present
Fidelity Investments April 1997 - June 2008
Voicetek, Corp. September 1995 - April 1997
Lockheed Sanders June 1992 - September 1995
Lockheed Missiles & Space June 1987 - June 1992
Skills
Agile Methodologies, Oracle, Cross-functional Team..., Integration, Software Development, Process Improvement, Vendor Management, SDLC, Requirements Analysis, Business Analysis, Project Management, Leadership, Program Management
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BS, Math & Computer Science
Lincoln Financial Group July 2008 - Present
Fidelity Investments April 1997 - June 2008
Voicetek, Corp. September 1995 - April 1997
Lockheed Sanders June 1992 - September 1995
Lockheed Missiles & Space June 1987 - June 1992
Skills
Agile Methodologies, Oracle, Cross-functional Team..., Integration, Software Development, Process Improvement, Vendor Management, SDLC, Requirements Analysis, Business Analysis, Project Management, Leadership, Program Management
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BS, Math & Computer Science
Jill (Kauzlarich) Simpson's Lincoln Financial Group Experience July 2007 - May 2008
Job Project Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines August 2011 - Present
Charles Schwab September 2010 - August 2011
Hewitt Associates September 2009 - May 2010
bswift May 2008 - September 2009
Lincoln Financial Group July 2007 - May 2008
Lincoln Financial Group November 2002 - July 2007
Lincoln Financial Group September 1999 - November 2002
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Arts, Economics
Financial Engines August 2011 - Present
Charles Schwab September 2010 - August 2011
Hewitt Associates September 2009 - May 2010
bswift May 2008 - September 2009
Lincoln Financial Group July 2007 - May 2008
Lincoln Financial Group November 2002 - July 2007
Lincoln Financial Group September 1999 - November 2002
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Arts, Economics
Elizabeth Gagne's Lincoln Financial Group Experience 1995 - 2006
Job Vice President, Chief Administrative Officer, Business Insurance, Travelers
Industry Insurance
Experience
Travelers November 2006 - Present
Connecticut Women's Council 2002 - Present
American Red Cross Connecticut and Rhode Island Chapter 2001 - Present
United Way Women's Leadership Council 2014 - 2015
Connecticut State University System 2005 - December 2011
Mass Mutual 2006 - 2006
Lincoln Financial Group 1995 - 2006
Skills
Team Building, Executive Management, Insurance, Strategic Planning, Human Resources, Mergers, Internal Communications, Community Relations, Coaching, Change Management, Strategy, Management Consulting, Management, Nonprofits, Leadership Development
Education
University of Hartford
BS, Economics
Travelers November 2006 - Present
Connecticut Women's Council 2002 - Present
American Red Cross Connecticut and Rhode Island Chapter 2001 - Present
United Way Women's Leadership Council 2014 - 2015
Connecticut State University System 2005 - December 2011
Mass Mutual 2006 - 2006
Lincoln Financial Group 1995 - 2006
Skills
Team Building, Executive Management, Insurance, Strategic Planning, Human Resources, Mergers, Internal Communications, Community Relations, Coaching, Change Management, Strategy, Management Consulting, Management, Nonprofits, Leadership Development
Education
University of Hartford
BS, Economics
Mark Hallett's Lincoln Financial Group Experience 1996 - 1997
Job Manager at Unum
Industry Insurance
Experience
Unum January 2014 - Present
Unum January 2001 - Present
Lincoln Financial Group 1996 - 1997
Skills
Disability Insurance, Claim, Insurance, Risk Management, Health Insurance, Claims Management, Life Insurance, Employee Benefits, Long-term Care, Sales, Workers Compensation, Customer Service, Underwriting, Term Life Insurance, Brokers, Leadership, Training, Team Building, Microsoft Excel, Business Analysis, Liability, Benefits Administration, Property & Casualty...
Education
University of Maine
Unum January 2014 - Present
Unum January 2001 - Present
Lincoln Financial Group 1996 - 1997
Skills
Disability Insurance, Claim, Insurance, Risk Management, Health Insurance, Claims Management, Life Insurance, Employee Benefits, Long-term Care, Sales, Workers Compensation, Customer Service, Underwriting, Term Life Insurance, Brokers, Leadership, Training, Team Building, Microsoft Excel, Business Analysis, Liability, Benefits Administration, Property & Casualty...
Education
University of Maine
Janelle Howell's Lincoln Financial Group Experience February 2005 - May 2006
Job Senior Regional Business Consultant at John Hancock Funds
Industry Investment Management
Experience
John Hancock Funds May 2012 - Present
Merrill June 2006 - March 2012
Lincoln Financial Group February 2005 - May 2006
AIM Trimark Investments June 1998 - June 2004
Skills
Mutual Funds, Investments, Series 63, Wealth Management, Series 7, Retirement Planning, Alternative Investments, Asset Allocation, Portfolio Management, Investment Strategies, Asset Management
Education
University of Houston 1990 — 1994
Finance
University of South Carolina-Columbia 1989 — 1990
John Hancock Funds May 2012 - Present
Merrill June 2006 - March 2012
Lincoln Financial Group February 2005 - May 2006
AIM Trimark Investments June 1998 - June 2004
Skills
Mutual Funds, Investments, Series 63, Wealth Management, Series 7, Retirement Planning, Alternative Investments, Asset Allocation, Portfolio Management, Investment Strategies, Asset Management
Education
University of Houston 1990 — 1994
Finance
University of South Carolina-Columbia 1989 — 1990
Reed Steinmann, CRPS's Lincoln Financial Group Experience November 2012 - August 2015
Job VP, DCIO at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Lincoln Financial Group November 2012 - August 2015
DWS Investments January 2010 - November 2012
DWS Investments October 2007 - December 2009
Ameriprise Financial May 2006 - October 2007
New York Life May 2005 - May 2006
Skills
Retirement Services, Retirement, Series 7, Investments, series 3, series 66, 401k, Defined Contribution, Defined Benefit, Qualified Retirement..., FINRA, Strategic Financial..., Sales, Financial Advisory, Insurance, Retirement Planning, Mutual Funds, Uniform Combined State...
Education
University of Illinois at Urbana-Champaign 2002 — 2006
B.A., Economics
Wells Fargo August 2015 - Present
Lincoln Financial Group November 2012 - August 2015
DWS Investments January 2010 - November 2012
DWS Investments October 2007 - December 2009
Ameriprise Financial May 2006 - October 2007
New York Life May 2005 - May 2006
Skills
Retirement Services, Retirement, Series 7, Investments, series 3, series 66, 401k, Defined Contribution, Defined Benefit, Qualified Retirement..., FINRA, Strategic Financial..., Sales, Financial Advisory, Insurance, Retirement Planning, Mutual Funds, Uniform Combined State...
Education
University of Illinois at Urbana-Champaign 2002 — 2006
B.A., Economics
Jessica Rurka's Lincoln Financial Group Experience 2004 - 2006
Job Head of Life Sales Operations at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors January 2008 - Present
Hartford Life July 2007 - December 2008
Lincoln Financial Group 2004 - 2006
Skills
Series 63, Insurance, Life Insurance, Series 6, Financial Services, Relationship Management, Strategic Financial...
Education
University of Hartford 2001 — 2007
MBA
Lincoln Financial Distributors January 2008 - Present
Hartford Life July 2007 - December 2008
Lincoln Financial Group 2004 - 2006
Skills
Series 63, Insurance, Life Insurance, Series 6, Financial Services, Relationship Management, Strategic Financial...
Education
University of Hartford 2001 — 2007
MBA
David Landon's Lincoln Financial Group Experience February 2008 - October 2008
Job Senior Aerospace Software Engineer at Belcan Engineering
Industry Computer Software
Experience
Belcan Engineering September 2012 - Present
United Technologies Research Center July 2011 - September 2011
Black Diamond Networks June 2011 - July 2011
Corporate IT, Farmington, CT November 2010 - December 2010
Robert Half International August 2010 - October 2010
None January 2010 - September 2010
Independent June 2009 - December 2009
Lincoln Financial Group February 2008 - October 2008
TEKsystems September 2007 - February 2008
RT Consulting Inc. January 2004 - February 2007
Skills
Software Development, C#, Visual Studio, Microsoft SQL Server, .NET, Project Management, JavaScript, SDLC, Java, Object Oriented Design, Testing, VB.NET, C++, HTML, OOP, Access, Databases
Education
Western New England University 1981 — 1987
MS Engr. Mgmt, Engineering Management( comp. engr)
University of Massachusetts, Amherst 1977 — 1979
Computer Science, Computer Science, Math
Greenfield Community College 1974 — 1977
Associates Lib Arts, Liberal Arts
Belcan Engineering September 2012 - Present
United Technologies Research Center July 2011 - September 2011
Black Diamond Networks June 2011 - July 2011
Corporate IT, Farmington, CT November 2010 - December 2010
Robert Half International August 2010 - October 2010
None January 2010 - September 2010
Independent June 2009 - December 2009
Lincoln Financial Group February 2008 - October 2008
TEKsystems September 2007 - February 2008
RT Consulting Inc. January 2004 - February 2007
Skills
Software Development, C#, Visual Studio, Microsoft SQL Server, .NET, Project Management, JavaScript, SDLC, Java, Object Oriented Design, Testing, VB.NET, C++, HTML, OOP, Access, Databases
Education
Western New England University 1981 — 1987
MS Engr. Mgmt, Engineering Management( comp. engr)
University of Massachusetts, Amherst 1977 — 1979
Computer Science, Computer Science, Math
Greenfield Community College 1974 — 1977
Associates Lib Arts, Liberal Arts
Kristen Jenny's Lincoln Financial Group Experience August 2014 - Present
Job Operations Supervisor
Industry Insurance
Experience
Lincoln Financial Group August 2014 - Present
Lincoln Financial Group December 2007 - August 2014
Jasmine Sola July 2005 - December 2007
Skills
Microsoft Excel, Sales, Insurance, Sales Management, Building Relationships, Outlook, Marketing, PowerPoint, Management, Life Insurance, Term Life Insurance, Long-term Care, Underwriting, Retail Sales, Loss Prevention, Store Management, Trend, Merchandising, Retail, Inventory Management, Fashion, Visual Merchandising
Education
University of Hartford 2011 — 2015
Master of Business Administration (MBA)
University of Rhode Island 2001 — 2005
BS, Fashion Merchandising
Lincoln Financial Group August 2014 - Present
Lincoln Financial Group December 2007 - August 2014
Jasmine Sola July 2005 - December 2007
Skills
Microsoft Excel, Sales, Insurance, Sales Management, Building Relationships, Outlook, Marketing, PowerPoint, Management, Life Insurance, Term Life Insurance, Long-term Care, Underwriting, Retail Sales, Loss Prevention, Store Management, Trend, Merchandising, Retail, Inventory Management, Fashion, Visual Merchandising
Education
University of Hartford 2011 — 2015
Master of Business Administration (MBA)
University of Rhode Island 2001 — 2005
BS, Fashion Merchandising
Jason Rickard's Lincoln Financial Group Experience May 1994 - February 2002
Job Vice President at Hannover Life Re America
Industry Insurance
Experience
Hannover Life Re America September 2007 - Present
Northwestern Mutual Life January 2005 - August 2007
ING February 2002 - December 2004
Lincoln Financial Group May 1994 - February 2002
Skills
Insurance, Actuarial Science, Economic Capital, Solvency II, Life Insurance, ALM, Underwriting, Reinsurance, Pricing, Enterprise Risk..., Risk Management, Financial Risk, Property & Casualty..., Strategic Financial..., Financial Modeling, Structured Finance, Capital Management, Analysis, Capital Markets, Valuation, Brokers, Derivatives, SAS, Defined Benefit, MoSes, Pensions, Executive Management, Employee Benefits, Mergers & Acquisitions, General Insurance, Internal Audit, Embedded Value, Retirement Planning, Quantitative Finance, Process Improvement, Managerial Finance, Fixed Annuities, Banking, Corporate Finance, Business Analysis, Asset Allocation, Health Insurance, Securitization, 401k, Claim, Financial Services, Asset Managment, Term Life Insurance, Investments, Portfolio Management
Education
University of Iowa 1990 — 1994
BS, Actuarial Science
Hannover Life Re America September 2007 - Present
Northwestern Mutual Life January 2005 - August 2007
ING February 2002 - December 2004
Lincoln Financial Group May 1994 - February 2002
Skills
Insurance, Actuarial Science, Economic Capital, Solvency II, Life Insurance, ALM, Underwriting, Reinsurance, Pricing, Enterprise Risk..., Risk Management, Financial Risk, Property & Casualty..., Strategic Financial..., Financial Modeling, Structured Finance, Capital Management, Analysis, Capital Markets, Valuation, Brokers, Derivatives, SAS, Defined Benefit, MoSes, Pensions, Executive Management, Employee Benefits, Mergers & Acquisitions, General Insurance, Internal Audit, Embedded Value, Retirement Planning, Quantitative Finance, Process Improvement, Managerial Finance, Fixed Annuities, Banking, Corporate Finance, Business Analysis, Asset Allocation, Health Insurance, Securitization, 401k, Claim, Financial Services, Asset Managment, Term Life Insurance, Investments, Portfolio Management
Education
University of Iowa 1990 — 1994
BS, Actuarial Science
Troy Davis's Lincoln Financial Group Experience July 2011 - July 2015
Job Regional Account Executive at The Hartford
Industry Insurance
Experience
The Hartford July 2015 - Present
Lincoln Financial Group July 2011 - July 2015
Reliance Standard December 2009 - July 2011
Sun Life Financial July 2007 - December 2009
Genworth Financial June 2000 - July 2007
Skills
Life Insurance, Sales, Underwriting, Group Insurance, Disability Insurance, Stop Loss, Dental Insurance, Vision Insurance, Voluntary Employee..., Critical Illness, Benefits Administration, Employee Benefits, Health Insurance, Term Life Insurance, Insurance, Brokers, Management, Customer Service
Education
University of Georgia - Terry College of Business 1998 — 2000
BBA, Risk Management & Insurance
Jefferson State Community College 1996 — 1998
The Hartford July 2015 - Present
Lincoln Financial Group July 2011 - July 2015
Reliance Standard December 2009 - July 2011
Sun Life Financial July 2007 - December 2009
Genworth Financial June 2000 - July 2007
Skills
Life Insurance, Sales, Underwriting, Group Insurance, Disability Insurance, Stop Loss, Dental Insurance, Vision Insurance, Voluntary Employee..., Critical Illness, Benefits Administration, Employee Benefits, Health Insurance, Term Life Insurance, Insurance, Brokers, Management, Customer Service
Education
University of Georgia - Terry College of Business 1998 — 2000
BBA, Risk Management & Insurance
Jefferson State Community College 1996 — 1998
Lijju Mathew's Lincoln Financial Group Experience August 2010 - February 2012
Job Sr Data Consultant/ETL Architect
Industry Financial Services
Experience
SEI Investments March 2012 - Present
Lincoln Financial Group August 2010 - February 2012
Tata Consultancy Services July 2004 - July 2011
SEI Investments August 2006 - July 2010
Canara Bank August 2005 - July 2006
Deutsche Bank July 2004 - July 2005
Revival Soft October 2001 - June 2004
Skills
Informatica, ETL, Data Warehousing, PL/SQL, Oracle, Microsoft SQL Server, Dimensional Modeling, Teradata, Data Modeling, Unix Shell Scripting, Data Integration, DB2, SQL, Business Objects, SDLC, Unix, Databases, Business Intelligence, Shell Scripting, Data Migration, Perl
Education
University of Madras 1997 — 2001
B.E, Computer Science
SEI Investments March 2012 - Present
Lincoln Financial Group August 2010 - February 2012
Tata Consultancy Services July 2004 - July 2011
SEI Investments August 2006 - July 2010
Canara Bank August 2005 - July 2006
Deutsche Bank July 2004 - July 2005
Revival Soft October 2001 - June 2004
Skills
Informatica, ETL, Data Warehousing, PL/SQL, Oracle, Microsoft SQL Server, Dimensional Modeling, Teradata, Data Modeling, Unix Shell Scripting, Data Integration, DB2, SQL, Business Objects, SDLC, Unix, Databases, Business Intelligence, Shell Scripting, Data Migration, Perl
Education
University of Madras 1997 — 2001
B.E, Computer Science
Laura McKeown's Lincoln Financial Group Experience January 2007 - August 2008
Job Retirement Plans Analyst at Veolia Transportation
Industry Human Resources
Experience
Veolia Transportation August 2008 - Present
Lincoln Financial Group January 2007 - August 2008
University of Illinois at Urbana-Champaign August 2004 - December 2006
CIB Bank September 2003 - May 2004
Boy Scouts of America June 2001 - August 2003
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2006
BA, Organizational Administration
Veolia Transportation August 2008 - Present
Lincoln Financial Group January 2007 - August 2008
University of Illinois at Urbana-Champaign August 2004 - December 2006
CIB Bank September 2003 - May 2004
Boy Scouts of America June 2001 - August 2003
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2006
BA, Organizational Administration
Ryan Fuhs's Lincoln Financial Group Experience May 2013 - February 2014
Job Vice President, Modeling Actuary at Scottish Re
Industry Insurance
Experience
Scottish Re June 2015 - Present
Scottish Re February 2014 - June 2015
Lincoln Financial Group May 2013 - February 2014
Lincoln Financial Group March 2011 - May 2013
Lincoln Financial Group June 2008 - March 2011
Skills
Actuarial, Insurance, VBA, Valuation, Financial Modeling, ALM
Education
University of Illinois at Urbana-Champaign 2005 — 2008
B.S., Actuarial Science, Economics
Scottish Re June 2015 - Present
Scottish Re February 2014 - June 2015
Lincoln Financial Group May 2013 - February 2014
Lincoln Financial Group March 2011 - May 2013
Lincoln Financial Group June 2008 - March 2011
Skills
Actuarial, Insurance, VBA, Valuation, Financial Modeling, ALM
Education
University of Illinois at Urbana-Champaign 2005 — 2008
B.S., Actuarial Science, Economics
Nelle Gustafsson's Lincoln Financial Group Experience October 2002 - October 2007
Job Retired Admininstrative Manager
Industry Insurance
Experience
National Renewable Energy Laboratory February 2011 - March 2012
Lee Alpert & Co. March 2007 - December 2009
Lincoln Financial Group October 2002 - October 2007
Aon Risk Services February 1985 - July 1999
Education
University of Houston 1972 — 1974
English, History
National Renewable Energy Laboratory February 2011 - March 2012
Lee Alpert & Co. March 2007 - December 2009
Lincoln Financial Group October 2002 - October 2007
Aon Risk Services February 1985 - July 1999
Education
University of Houston 1972 — 1974
English, History
Brad Rist's Lincoln Financial Group Experience May 2015 - Present
Job Regional Sales Director, Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2015 - Present
Keeley funds March 2013 - April 2015
SIP America October 2011 - March 2013
Genworth Financial January 2011 - October 2011
Deutsche Asset Management March 2005 - December 2009
JP Morgan Chase 2004 - 2005
Scudder Investments 2002 - 2004
Skills
Mutual Funds, ETFs, Separately Managed..., Alternative Investments, Structured Products, 401k, Series 7, Series 65, Series 63, Salesforce.com, Microsoft CRM, Territory Development, Public Speaking, Retirement Planning
Education
University of Iowa 1999 — 2002
BA, Communications, Sociology (minor)
Lincoln Financial Group May 2015 - Present
Keeley funds March 2013 - April 2015
SIP America October 2011 - March 2013
Genworth Financial January 2011 - October 2011
Deutsche Asset Management March 2005 - December 2009
JP Morgan Chase 2004 - 2005
Scudder Investments 2002 - 2004
Skills
Mutual Funds, ETFs, Separately Managed..., Alternative Investments, Structured Products, 401k, Series 7, Series 65, Series 63, Salesforce.com, Microsoft CRM, Territory Development, Public Speaking, Retirement Planning
Education
University of Iowa 1999 — 2002
BA, Communications, Sociology (minor)
Manuel Nunes's Lincoln Financial Group Experience July 2001 - August 2003
Job Director of Finance at Aetna
Industry Financial Services
Experience
Aetna June 2011 - Present
ConnectiCare February 2010 - June 2011
Prudential Financial August 2005 - January 2010
The Hartford July 2003 - August 2005
Lincoln Financial Group July 2001 - August 2003
Eversource Energy August 1998 - July 2001
Travelers January 1989 - August 1998
Skills
Financial Analysis, Managerial Finance, Process Improvement, Strategy, Financial Reporting, Financial Modeling, Forecasting, Management, Finance, Mergers & Acquisitions, Strategic Financial..., Analysis, Budgets, Strategic Planning, Leadership, Risk Management, Insurance, Executive Management, Business Analysis, Business Planning, Variance Analysis
Education
University of Hartford
MBA; B.S. /B.A, Financial Management; Economics/Financial and Marketing, Summa Cum Laude
Aetna June 2011 - Present
ConnectiCare February 2010 - June 2011
Prudential Financial August 2005 - January 2010
The Hartford July 2003 - August 2005
Lincoln Financial Group July 2001 - August 2003
Eversource Energy August 1998 - July 2001
Travelers January 1989 - August 1998
Skills
Financial Analysis, Managerial Finance, Process Improvement, Strategy, Financial Reporting, Financial Modeling, Forecasting, Management, Finance, Mergers & Acquisitions, Strategic Financial..., Analysis, Budgets, Strategic Planning, Leadership, Risk Management, Insurance, Executive Management, Business Analysis, Business Planning, Variance Analysis
Education
University of Hartford
MBA; B.S. /B.A, Financial Management; Economics/Financial and Marketing, Summa Cum Laude
Abraham John's Lincoln Financial Group Experience 2002 - 2005
Job Plan Compliance Administrator at Interactive Retirement Systems, Ltd
Industry Banking
Experience
Alerus Retirement Solutions October 2013 - Present
Wells Fargo Bank, N.A. September 2005 - October 2013
Lincoln Financial Group 2002 - 2005
Toyota Financial Services 2000 - 2002
Westrec Marinas 1999 - 2000
Skills
Investments, Mutual Funds, Insurance, Retirement, Pensions, Training, 401k, Employee Benefits, Financial Services, Relationship Management, Retirement Planning, Securities, Series 63, Banking
Education
University of Illinois at Chicago 1988 — 2000
BA, Psychology, Biology
Alerus Retirement Solutions October 2013 - Present
Wells Fargo Bank, N.A. September 2005 - October 2013
Lincoln Financial Group 2002 - 2005
Toyota Financial Services 2000 - 2002
Westrec Marinas 1999 - 2000
Skills
Investments, Mutual Funds, Insurance, Retirement, Pensions, Training, 401k, Employee Benefits, Financial Services, Relationship Management, Retirement Planning, Securities, Series 63, Banking
Education
University of Illinois at Chicago 1988 — 2000
BA, Psychology, Biology
Carol (Angeloni) Beebe's Lincoln Financial Group Experience July 2013 - June 2014
Job Sr. Project Manager at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments July 2015 - Present
Veritude / Fidelity Investments June 2014 - July 2015
Lincoln Financial Group July 2013 - June 2014
Fidelity Investments November 2007 - March 2013
Fidelity Investments May 2005 - November 2007
Fidelity Investments November 2000 - May 2005
Skills
Databases, Data Analysis, Reference Data, Microsoft Excel, Microsoft Office, Access Database, Training, SharePoint, Process Improvement, Data Management, Risk Management, Testing, Business Requirements, SQL, Project Management, Software Documentation, Analysis, Access, Cross-functional Team...
Education
University of Massachusetts Boston
Bachelor of Science (BS), Mathematics
Fidelity Investments July 2015 - Present
Veritude / Fidelity Investments June 2014 - July 2015
Lincoln Financial Group July 2013 - June 2014
Fidelity Investments November 2007 - March 2013
Fidelity Investments May 2005 - November 2007
Fidelity Investments November 2000 - May 2005
Skills
Databases, Data Analysis, Reference Data, Microsoft Excel, Microsoft Office, Access Database, Training, SharePoint, Process Improvement, Data Management, Risk Management, Testing, Business Requirements, SQL, Project Management, Software Documentation, Analysis, Access, Cross-functional Team...
Education
University of Massachusetts Boston
Bachelor of Science (BS), Mathematics
Brett Mannix's Lincoln Financial Group Experience February 2009 - August 2009
Job Material Planner at GE Aviation
Industry Airlines/Aviation
Experience
KAYDON RING & SEAL, INC DIVISION KAYDON CORPORATION July 2015 - Present
GE Aviation October 2012 - July 2015
Stanley Black & Decker , Inc. March 2012 - September 2012
Privatin Consulting September 2010 - March 2012
Lincoln Financial Group February 2009 - August 2009
Prometric June 2008 - August 2008
Skills
Financial Analysis, Data Analysis, SAP, Microsoft Excel, Microsoft Office, PowerPoint, Project Planning, Oracle, Analysis, Business Analysis, Management, Financial Modeling, Business Development, Lean Manufacturing, Six Sigma, Supply Chain Management
Education
University of Maryland College Park 2007 — 2010
B.A., Economics
KAYDON RING & SEAL, INC DIVISION KAYDON CORPORATION July 2015 - Present
GE Aviation October 2012 - July 2015
Stanley Black & Decker , Inc. March 2012 - September 2012
Privatin Consulting September 2010 - March 2012
Lincoln Financial Group February 2009 - August 2009
Prometric June 2008 - August 2008
Skills
Financial Analysis, Data Analysis, SAP, Microsoft Excel, Microsoft Office, PowerPoint, Project Planning, Oracle, Analysis, Business Analysis, Management, Financial Modeling, Business Development, Lean Manufacturing, Six Sigma, Supply Chain Management
Education
University of Maryland College Park 2007 — 2010
B.A., Economics
Ryann Goff's Lincoln Financial Group Experience June 2003 - November 2006
Job Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Cigna February 2015 - Present
Sun Life Financial June 2013 - February 2015
Dearborn National October 2010 - April 2013
Reliance Standard 2006 - 2010
Lincoln Financial Group June 2003 - November 2006
Skills
Health Insurance, Sales, New Business Development, Disability Insurance, Employee Benefits, Insurance, Training, PowerPoint, Microsoft Office, Customer Satisfaction, Life Insurance, Marketing, Retirement, Leadership Development, Coaching, Fixed Annuities, Strategic Planning, Marketing Strategy, Underwriting, Critical Illness, Account Management, Microsoft Excel, Team Building, Team Leadership, Sales Management, Budgets, Brokers, Benefits Administration, Term Life Insurance, COBRA, Claims Management
Education
University of Maryland Baltimore County
BA
Cigna February 2015 - Present
Sun Life Financial June 2013 - February 2015
Dearborn National October 2010 - April 2013
Reliance Standard 2006 - 2010
Lincoln Financial Group June 2003 - November 2006
Skills
Health Insurance, Sales, New Business Development, Disability Insurance, Employee Benefits, Insurance, Training, PowerPoint, Microsoft Office, Customer Satisfaction, Life Insurance, Marketing, Retirement, Leadership Development, Coaching, Fixed Annuities, Strategic Planning, Marketing Strategy, Underwriting, Critical Illness, Account Management, Microsoft Excel, Team Building, Team Leadership, Sales Management, Budgets, Brokers, Benefits Administration, Term Life Insurance, COBRA, Claims Management
Education
University of Maryland Baltimore County
BA
Nathan Sklare's Lincoln Financial Group Experience March 2010 - February 2011
Job Analyst Cardinal Investment Advisors
Industry Financial Services
Experience
Cardinal Investment Advisors February 2011 - Present
Lincoln Financial Group March 2010 - February 2011
JMG Financial Group September 2006 - March 2010
Skills
Portfolio Management, Microsoft Excel, Retirement, Accounting, Investments, Financial Modeling, Mutual Funds
Education
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Finance
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Economics
Cardinal Investment Advisors February 2011 - Present
Lincoln Financial Group March 2010 - February 2011
JMG Financial Group September 2006 - March 2010
Skills
Portfolio Management, Microsoft Excel, Retirement, Accounting, Investments, Financial Modeling, Mutual Funds
Education
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Finance
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Economics
Peter W. Burton's Lincoln Financial Group Experience August 2001 - May 2008
Job Vice President, General ManagerKSWD
Industry Broadcast Media
Experience
Entercom May 2008 - Present
Lincoln Financial Group August 2001 - May 2008
Mediaondemand.com January 2000 - July 2001
Sentry Radio Sales, A Division of AMFM September 1995 - January 2000
CBS Radio June 1991 - August 1995
Skills
Broadcast, New Media, Leadership, Radio Advertising, Digital Media, Integrated Marketing, Sales Management, Sales, Media Buying, Digital Marketing, Radio, New Business Development, Advertising, Strategic Partnerships, Management, Advertising Sales, Marketing Strategy, Social Media Marketing, Media Planning, Online Marketing, Selling, Public Relations
Education
University of Maryland College Park 1984 — 1988
Gov politics/Economics, Economics
The Peddie School, Hightstown, New Jersey 1980 — 1984
Entercom May 2008 - Present
Lincoln Financial Group August 2001 - May 2008
Mediaondemand.com January 2000 - July 2001
Sentry Radio Sales, A Division of AMFM September 1995 - January 2000
CBS Radio June 1991 - August 1995
Skills
Broadcast, New Media, Leadership, Radio Advertising, Digital Media, Integrated Marketing, Sales Management, Sales, Media Buying, Digital Marketing, Radio, New Business Development, Advertising, Strategic Partnerships, Management, Advertising Sales, Marketing Strategy, Social Media Marketing, Media Planning, Online Marketing, Selling, Public Relations
Education
University of Maryland College Park 1984 — 1988
Gov politics/Economics, Economics
The Peddie School, Hightstown, New Jersey 1980 — 1984
Holly Braley's Lincoln Financial Group Experience 2001 - 2007
Job Controller at Saint Joseph's College of Maine
Industry Higher Education
Experience
Saint Joseph's College 2008 - Present
TD Banknorth, N.A. 2007 - 2008
Lincoln Financial Group 2001 - 2007
UnumProvident 1999 - 2001
UnumProvident 1996 - 1999
Konica Quality Photo, Inc. 1989 - 1996
Education
University of Maine
BS, Business Administration/Accounting
Gorham High School
Dale Carnegie
Saint Joseph's College 2008 - Present
TD Banknorth, N.A. 2007 - 2008
Lincoln Financial Group 2001 - 2007
UnumProvident 1999 - 2001
UnumProvident 1996 - 1999
Konica Quality Photo, Inc. 1989 - 1996
Education
University of Maine
BS, Business Administration/Accounting
Gorham High School
Dale Carnegie
Patricia (Cunniffe) Hespen's Lincoln Financial Group Experience December 2008 - June 2011
Job Marketing Manger, The Palmer House Hilton
Industry Hospitality
Experience
Hilton Worldwide- Palmer House Hilton May 2014 - Present
Hilton Worldwide- Palmer House Hilton June 2011 - May 2014
House of Blues May 2004 - May 2014
Lincoln Financial Group December 2008 - June 2011
Child Link Inc. March 2008 - July 2008
House of Blues May 2006 - July 2006
Skills
Financial Analysis, Microsoft Excel, Customer Service, Data Analysis, Outlook, Access, Microsoft Office, Event Management, Microsoft Word, Marketing, PowerPoint, Process Improvement, Sales, Account Management, Analysis, Project Management, Public Speaking, Insurance, Financial Services, 401k, Facebook, Leadership, Management, Social Media, Food, Photoshop, Restaurants, Digital Marketing, Illustrator, Email Marketing, Advertising, Hotels, Hospitality, Social Media Marketing
Education
University of Illinois at Chicago 2004 — 2007
Bachelor of Science (B.S.), Business Marketing
Hilton Worldwide- Palmer House Hilton May 2014 - Present
Hilton Worldwide- Palmer House Hilton June 2011 - May 2014
House of Blues May 2004 - May 2014
Lincoln Financial Group December 2008 - June 2011
Child Link Inc. March 2008 - July 2008
House of Blues May 2006 - July 2006
Skills
Financial Analysis, Microsoft Excel, Customer Service, Data Analysis, Outlook, Access, Microsoft Office, Event Management, Microsoft Word, Marketing, PowerPoint, Process Improvement, Sales, Account Management, Analysis, Project Management, Public Speaking, Insurance, Financial Services, 401k, Facebook, Leadership, Management, Social Media, Food, Photoshop, Restaurants, Digital Marketing, Illustrator, Email Marketing, Advertising, Hotels, Hospitality, Social Media Marketing
Education
University of Illinois at Chicago 2004 — 2007
Bachelor of Science (B.S.), Business Marketing
Lanfang Dai's Lincoln Financial Group Experience October 2011 - January 2014
Job Associate Actuary at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2014 - Present
Lincoln Financial Group October 2011 - January 2014
Imperial Finance & Trading December 2010 - October 2011
American Family Insurance May 2010 - December 2010
Skills
Actuarial Science, SAS, VBA, Financial Reporting, Variable Annuities, Life Insurance, Derivatives, Financial Modeling, Quantitative Analytics
Education
University of Illinois at Urbana-Champaign 2007 — 2009
MS, Actuarial Science
Prudential Financial January 2014 - Present
Lincoln Financial Group October 2011 - January 2014
Imperial Finance & Trading December 2010 - October 2011
American Family Insurance May 2010 - December 2010
Skills
Actuarial Science, SAS, VBA, Financial Reporting, Variable Annuities, Life Insurance, Derivatives, Financial Modeling, Quantitative Analytics
Education
University of Illinois at Urbana-Champaign 2007 — 2009
MS, Actuarial Science
Vijayashri Rajendran's Lincoln Financial Group Experience 2012 - 2013
Job Software Test Lead/Test Manager at Cognizant Technology Solutions US Corp
Industry Information Technology and Services
Experience
Cognizant Technology Solutions US Corp October 2003 - Present
Lincoln Financial Group 2012 - 2013
Skills
User Acceptance Testing, Test Planning, Regression Testing, Software Quality..., Quality Center, Test Automation, Test Management, System Testing, Manual Testing, Agile Testing, Defect Tracking, Functional Testing, Integration Testing, SDLC, System Integration..., Test Cases, Web Testing, Test Strategy, Test Execution, Test Estimation
Education
Madras University 1999 — 2003
Bachelors of Engineering, Computer Science
Cognizant Technology Solutions US Corp October 2003 - Present
Lincoln Financial Group 2012 - 2013
Skills
User Acceptance Testing, Test Planning, Regression Testing, Software Quality..., Quality Center, Test Automation, Test Management, System Testing, Manual Testing, Agile Testing, Defect Tracking, Functional Testing, Integration Testing, SDLC, System Integration..., Test Cases, Web Testing, Test Strategy, Test Execution, Test Estimation
Education
Madras University 1999 — 2003
Bachelors of Engineering, Computer Science
Michelle Galvin's Lincoln Financial Group Experience September 2012 - Present
Job
Industry Health, Wellness and Fitness
Experience
The Hartford June 2013 - Present
Lincoln Financial Group September 2012 - Present
Self Employeed June 2009 - Present
Golds Gym of Smithtown April 2008 - Present
The Hartford January 2004 - September 2005
CNA Insurance November 1998 - January 2004
The Guardian Life Insurance Company of America January 1995 - November 1998
New York Life Insurance Company November 1992 - January 1995
Jewish Community Center January 1992 - July 1994
Corporate Concierge April 1992 - November 1992
Skills
AFAA - Personal Trainer, Mad Dogg - Spin, TRX Suspension Training, ISCA Kickboxing, CPR, First Aid, Maryland Life/Health..., Employee Benefits, Account Management, Fitness, Health Insurance, Insurance, Healthcare, Management, Sales, Wellness
Education
University of Maryland College Park 1988 — 1991
Bachelor of Science, Kinesiology
The Hartford June 2013 - Present
Lincoln Financial Group September 2012 - Present
Self Employeed June 2009 - Present
Golds Gym of Smithtown April 2008 - Present
The Hartford January 2004 - September 2005
CNA Insurance November 1998 - January 2004
The Guardian Life Insurance Company of America January 1995 - November 1998
New York Life Insurance Company November 1992 - January 1995
Jewish Community Center January 1992 - July 1994
Corporate Concierge April 1992 - November 1992
Skills
AFAA - Personal Trainer, Mad Dogg - Spin, TRX Suspension Training, ISCA Kickboxing, CPR, First Aid, Maryland Life/Health..., Employee Benefits, Account Management, Fitness, Health Insurance, Insurance, Healthcare, Management, Sales, Wellness
Education
University of Maryland College Park 1988 — 1991
Bachelor of Science, Kinesiology
Christopher Coburn, CLTC's Lincoln Financial Group Experience 2009 - 2010
Job Annuity Program Manager at MassMutal
Industry Financial Services
Experience
MassMutal August 2012 - Present
MassMutual Financial Group September 2010 - August 2012
Lincoln Financial Group 2009 - 2010
Electric Eel Entertainment 2003 - 2006
Skills
Series 7, Series 63, Series 6, Fixed Annuities, 401k, Retirement, Retirement Planning, Mutual Funds, Life Insurance, Long-term Care, Disability Insurance, Insurance, Estate Planning, IRAs
Education
University of Massachusetts, Amherst 1996 — 2001
Bachelor of Arts (BA), Communication and Anthropology
Hampshire Regional High School
MassMutal August 2012 - Present
MassMutual Financial Group September 2010 - August 2012
Lincoln Financial Group 2009 - 2010
Electric Eel Entertainment 2003 - 2006
Skills
Series 7, Series 63, Series 6, Fixed Annuities, 401k, Retirement, Retirement Planning, Mutual Funds, Life Insurance, Long-term Care, Disability Insurance, Insurance, Estate Planning, IRAs
Education
University of Massachusetts, Amherst 1996 — 2001
Bachelor of Arts (BA), Communication and Anthropology
Hampshire Regional High School
Seb D'Appolonia's Lincoln Financial Group Experience January 2012 - February 2015
Job Vice President, New Business Development at Marsh & McLennan Agency
Industry Insurance
Experience
Marsh & McLennan Agency September 2015 - Present
Lincoln Financial Group January 2012 - February 2015
C.T. Hellmuth & Associates, Inc. September 2004 - December 2011
Unum February 1997 - August 2004
Skills
Insurance, Employee Benefits, Health Insurance, Life Insurance, Disability Insurance, Underwriting, Risk Management, Presentation Skills, Benefits Negotiation, Benefits Administration, Health Care Reform, Strategic Planning, Leadership, Executive Benefit..., Claims Management, Workers Compensation, Term Life Insurance, Sales, Account Management, Brokers
Education
University of Maine 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, Finance
Marsh & McLennan Agency September 2015 - Present
Lincoln Financial Group January 2012 - February 2015
C.T. Hellmuth & Associates, Inc. September 2004 - December 2011
Unum February 1997 - August 2004
Skills
Insurance, Employee Benefits, Health Insurance, Life Insurance, Disability Insurance, Underwriting, Risk Management, Presentation Skills, Benefits Negotiation, Benefits Administration, Health Care Reform, Strategic Planning, Leadership, Executive Benefit..., Claims Management, Workers Compensation, Term Life Insurance, Sales, Account Management, Brokers
Education
University of Maine 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, Finance
Dana Duong's Lincoln Financial Group Experience 2005 - 2007
Job Social Services Counselor
Industry Health, Wellness and Fitness
Experience
Hospice of Kitsap County May 2013 - Present
Lincoln Financial Group 2005 - 2007
Education
University of Maryland University College
Bachelor's degree, Psychology
Hospice of Kitsap County May 2013 - Present
Lincoln Financial Group 2005 - 2007
Education
University of Maryland University College
Bachelor's degree, Psychology
Avni Shah's Lincoln Financial Group Experience January 2015 - April 2015
Job Compliance Analyst at Lincoln Financial Group
Industry Investment Management
Experience
Lincoln Financial Group January 2015 - April 2015
Fidelity Investments December 2006 - July 2013
Manulife Financial August 2002 - November 2006
John Hancock Financial Services October 2000 - August 2002
Putnam Investments 1999 - 2000
Skills
Finance, Bloomberg, SharePoint, Investments, Portfolio and Security..., Financial Services, Charles River IMS, Business Objects Data..., Data Analysis, Microsoft Office, Disaster Recovery, Fixed Income, Equities, Trading, Analysis, Portfolio Management, Data Management, Project Management, Asset Management, Business Analysis, Compliance Management
Education
University of Massachusetts at Lowell
Bachelor of Science, Finance
Lincoln Financial Group January 2015 - April 2015
Fidelity Investments December 2006 - July 2013
Manulife Financial August 2002 - November 2006
John Hancock Financial Services October 2000 - August 2002
Putnam Investments 1999 - 2000
Skills
Finance, Bloomberg, SharePoint, Investments, Portfolio and Security..., Financial Services, Charles River IMS, Business Objects Data..., Data Analysis, Microsoft Office, Disaster Recovery, Fixed Income, Equities, Trading, Analysis, Portfolio Management, Data Management, Project Management, Asset Management, Business Analysis, Compliance Management
Education
University of Massachusetts at Lowell
Bachelor of Science, Finance
Michelle Schwarm's Lincoln Financial Group Experience August 2014 - Present
Job Associate Underwriting Director at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2014 - Present
ING April 2010 - August 2014
Phoenix Life Insurance Company August 2008 - August 2009
State Farm May 2005 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Life Underwriting,...
Education
University of La Verne 2001 — 2003
Bachelor of Science (BS), Organizational Management, GPA 3.89
Lincoln Financial Group August 2014 - Present
ING April 2010 - August 2014
Phoenix Life Insurance Company August 2008 - August 2009
State Farm May 2005 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Life Underwriting,...
Education
University of La Verne 2001 — 2003
Bachelor of Science (BS), Organizational Management, GPA 3.89
Vikram Aditya's Lincoln Financial Group Experience October 2014 - Present
Job Salesforce.com Consultant Integration Analyst at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group October 2014 - Present
Laureate International Universities July 2014 - October 2014
Penmark Solutions 2013 - 2014
University of Illinois Springfield (GPSI at IL HFS) 2011 - 2013
Technotec 2009 - 2010
Skills
Business Analysis, Java, C, Project Management, Salesforce.com, Salesforce.com..., C#, ASP.NET, PL/SQL, SQL, Microsoft SQL Server, Oracle, C++, Unix, Requirements Analysis, Agile Methodologies, SDLC, Integration
Education
University of Illinois Springfield
Master of Business Administration (MBA)
University of Illinois Springfield
Master of Science (MS), Computer Science
Lincoln Financial Group October 2014 - Present
Laureate International Universities July 2014 - October 2014
Penmark Solutions 2013 - 2014
University of Illinois Springfield (GPSI at IL HFS) 2011 - 2013
Technotec 2009 - 2010
Skills
Business Analysis, Java, C, Project Management, Salesforce.com, Salesforce.com..., C#, ASP.NET, PL/SQL, SQL, Microsoft SQL Server, Oracle, C++, Unix, Requirements Analysis, Agile Methodologies, SDLC, Integration
Education
University of Illinois Springfield
Master of Business Administration (MBA)
University of Illinois Springfield
Master of Science (MS), Computer Science
Michael Gorden's Lincoln Financial Group Experience May 2006 - Present
Job Senior Life Underwriter at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2006 - Present
Skills
Insurance, Investments, Finance, Portfolio Management, Financial Services, Life Insurance, Risk Management, Banking, Financial Analysis, Credit
Education
University of Hartford 2001 — 2004
Bachelor’s Degree, Finance/Insurance
Lincoln Financial Group May 2006 - Present
Skills
Insurance, Investments, Finance, Portfolio Management, Financial Services, Life Insurance, Risk Management, Banking, Financial Analysis, Credit
Education
University of Hartford 2001 — 2004
Bachelor’s Degree, Finance/Insurance
S K's Lincoln Financial Group Experience June 2015 - Present
Job Senior Etl Consultant at Lincoln Financial Group
Industry Retail
Experience
Lincoln Financial Group June 2015 - Present
Staples March 2015 - May 2015
JPMorgan Chase & Co. November 2014 - February 2015
Lincoln Financial Group August 2013 - November 2014
Union Pacific Railroad July 2012 - July 2013
Ameriprise Financial Services, Inc. July 2011 - July 2012
Skills
ETL, Informatica, Data Warehousing, Oracle, SDLC, Data Modeling, PL/SQL, SQL, Requirements Analysis, Unix, Requirements Gathering, Business Intelligence
Education
University of Madras
Bachelor of Engineering (B.E.)
Lincoln Financial Group June 2015 - Present
Staples March 2015 - May 2015
JPMorgan Chase & Co. November 2014 - February 2015
Lincoln Financial Group August 2013 - November 2014
Union Pacific Railroad July 2012 - July 2013
Ameriprise Financial Services, Inc. July 2011 - July 2012
Skills
ETL, Informatica, Data Warehousing, Oracle, SDLC, Data Modeling, PL/SQL, SQL, Requirements Analysis, Unix, Requirements Gathering, Business Intelligence
Education
University of Madras
Bachelor of Engineering (B.E.)
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO