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
Kaley McCloskey Kaley McCloskey's Lincoln Financial Group Experience July 2013 - Present
Job Sales Rep at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2013 - Present
North Carolina House of Representatives January 2013 - May 2013
Skills
Sales, Insurance, Account Management, Customer Service, Marketing, Salesforce.com, Life Insurance, Leadership, Disability Insurance, Employee Benefits, Microsoft Excel, Sales Management, Financial Analysis, Microsoft Word
Education
University of North Carolina at Chapel Hill 2010 — 2013
Bachelor of Arts (B.A.), Political Science and Global Studies
Lincoln Financial Group July 2013 - Present
North Carolina House of Representatives January 2013 - May 2013
Skills
Sales, Insurance, Account Management, Customer Service, Marketing, Salesforce.com, Life Insurance, Leadership, Disability Insurance, Employee Benefits, Microsoft Excel, Sales Management, Financial Analysis, Microsoft Word
Education
University of North Carolina at Chapel Hill 2010 — 2013
Bachelor of Arts (B.A.), Political Science and Global Studies
Laurinda Stokes Laurinda Stokes's Lincoln Financial Group Experience January 2013 - July 2013
Job Project Coordinator at Macro Integrations
Industry Management Consulting
Experience
Macro Intgegrations November 2013 - Present
Lincoln Financial Group January 2013 - July 2013
Lockheed Martin October 2011 - May 2012
Lockheed Martin Information Technology March 2010 - October 2011
Mercer 2007 - 2009
Humana 2006 - 2007
Smoothstone IP Communications 2005 - 2006
General Electric 1999 - 2005
National Processing Company 1993 - 1999
Skills
SDLC, Software Documentation, Project Management, Leadership, Management, Quality Assurance, Project Planning, Six Sigma, Telecommunications, Budgets, Human Resources, Networking, Customer Service, PMO, Sales
Education
University of North Carolina at Greensboro
BS, Fashion Merchandising
Macro Intgegrations November 2013 - Present
Lincoln Financial Group January 2013 - July 2013
Lockheed Martin October 2011 - May 2012
Lockheed Martin Information Technology March 2010 - October 2011
Mercer 2007 - 2009
Humana 2006 - 2007
Smoothstone IP Communications 2005 - 2006
General Electric 1999 - 2005
National Processing Company 1993 - 1999
Skills
SDLC, Software Documentation, Project Management, Leadership, Management, Quality Assurance, Project Planning, Six Sigma, Telecommunications, Budgets, Human Resources, Networking, Customer Service, PMO, Sales
Education
University of North Carolina at Greensboro
BS, Fashion Merchandising
Kevin Dausch Kevin Dausch's Lincoln Financial Group Experience August 2005 - June 2008
Job Vice President Regional Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein February 2011 - Present
AllianceBernstein March 2010 - February 2011
AllianceBernstein June 2008 - March 2010
Lincoln Financial Group August 2005 - June 2008
Morgan Stanley Smith Barney May 2003 - August 2005
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Capital Markets, Asset Allocation
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Economics
AllianceBernstein February 2011 - Present
AllianceBernstein March 2010 - February 2011
AllianceBernstein June 2008 - March 2010
Lincoln Financial Group August 2005 - June 2008
Morgan Stanley Smith Barney May 2003 - August 2005
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Capital Markets, Asset Allocation
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Economics
Lee Superville Lee Superville's Lincoln Financial Group Experience January 2014 - Present
Job External MoneyGuard Specialist at Lincoln Financial Group
Industry Wholesale
Experience
Lincoln Financial Group January 2014 - Present
Lincoln Financial Distributors July 2010 - December 2013
Lincoln Financial Group July 2009 - July 2010
Lincoln Financial Group August 2008 - July 2009
Lincoln Financial Group January 2008 - August 2008
Skills
Series 6, Commitment to Customer..., Series 63, Mutual Funds, Key Account..., Insurance, Strategic Financial..., Fixed Annuities, Retirement, Management, Life Insurance, Retirement Planning, FINRA, Financial Advisory, 401k, IRAs, Long Term Care Insurance, Wealth Management, Long-term Care, Variable Annuities, Asset Allocation, Financial Planners, Term Life Insurance, Financial Planning, Customer Service
Education
University of North Carolina at Chapel Hill 2003 — 2007
Business Administration, Economics
Lincoln Financial Group January 2014 - Present
Lincoln Financial Distributors July 2010 - December 2013
Lincoln Financial Group July 2009 - July 2010
Lincoln Financial Group August 2008 - July 2009
Lincoln Financial Group January 2008 - August 2008
Skills
Series 6, Commitment to Customer..., Series 63, Mutual Funds, Key Account..., Insurance, Strategic Financial..., Fixed Annuities, Retirement, Management, Life Insurance, Retirement Planning, FINRA, Financial Advisory, 401k, IRAs, Long Term Care Insurance, Wealth Management, Long-term Care, Variable Annuities, Asset Allocation, Financial Planners, Term Life Insurance, Financial Planning, Customer Service
Education
University of North Carolina at Chapel Hill 2003 — 2007
Business Administration, Economics
Moore, Tim Moore, Tim's Lincoln Financial Group Experience 2001 - 2003
Job Vendor Oversight and Compliance
Industry Financial Services
Experience
Transamerica July 2014 - Present
Bankers Life and Casualty 2003 - July 2014
Conseco 2003 - July 2014
Bankers Life and Casualty (Chicago) 2003 - July 2013
Conseco/Bankers Life & Casualty 2003 - July 2013
Lincoln Financial Group 2001 - 2003
CNA 1995 - 2001
CNA Investment Products 1994 - 2001
Skills
Long-term Care, Term Life Insurance, Health Insurance, Disability Insurance, Life Insurance, Claim, Liability, Medicare, Long Term Care Insurance, Strategic Financial..., Universal Life, Succession Planning, Accident, General Insurance, Commercial Insurance, Whole Life, Call Centers, Reinsurance, Investments, Benefits Administration, Estate Planning, Legal Liability, Property & Casualty..., Workers Compensation, Mutual Funds, Wealth Management, IRAs, Financial Planners, Series 63, Claims Management, Underwriting, Financial Risk, 401k, Process Improvement, Managed Care, New Business Development, Securities, Brokers, Series 6, Series 7, Retirement, Casualty, Retirement Planning, Management, Risk Management, Executive Management, Employee Benefits, Small Business, Critical Illness, Customer Retention
Education
University of North Alabama 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of North Alabama 1982 — 1987
Bachelor of Science, Management/Marketing
Transamerica July 2014 - Present
Bankers Life and Casualty 2003 - July 2014
Conseco 2003 - July 2014
Bankers Life and Casualty (Chicago) 2003 - July 2013
Conseco/Bankers Life & Casualty 2003 - July 2013
Lincoln Financial Group 2001 - 2003
CNA 1995 - 2001
CNA Investment Products 1994 - 2001
Skills
Long-term Care, Term Life Insurance, Health Insurance, Disability Insurance, Life Insurance, Claim, Liability, Medicare, Long Term Care Insurance, Strategic Financial..., Universal Life, Succession Planning, Accident, General Insurance, Commercial Insurance, Whole Life, Call Centers, Reinsurance, Investments, Benefits Administration, Estate Planning, Legal Liability, Property & Casualty..., Workers Compensation, Mutual Funds, Wealth Management, IRAs, Financial Planners, Series 63, Claims Management, Underwriting, Financial Risk, 401k, Process Improvement, Managed Care, New Business Development, Securities, Brokers, Series 6, Series 7, Retirement, Casualty, Retirement Planning, Management, Risk Management, Executive Management, Employee Benefits, Small Business, Critical Illness, Customer Retention
Education
University of North Alabama 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of North Alabama 1982 — 1987
Bachelor of Science, Management/Marketing
Hunter Ricks Hunter Ricks's Lincoln Financial Group Experience March 2015 - Present
Job Manager, Content Marketing and Social Media at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group August 2013 - Present
Lincoln Financial Group August 2012 - August 2013
Lincoln Financial Group August 2011 - August 2012
CapStone Bank May 2010 - August 2010
North State Bank May 2008 - July 2008
Skills
SEO, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Project Management, Analytics, Google Analytics, Data Analysis, Social Media Marketing, PPC, Leadership, Digital Marketing, Marketing, Advertising
Education
University of North Carolina at Chapel Hill 2007 — 2011
BS, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BS, Business Administration; Minors in History and Philosophy
Broughton
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group August 2013 - Present
Lincoln Financial Group August 2012 - August 2013
Lincoln Financial Group August 2011 - August 2012
CapStone Bank May 2010 - August 2010
North State Bank May 2008 - July 2008
Skills
SEO, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Project Management, Analytics, Google Analytics, Data Analysis, Social Media Marketing, PPC, Leadership, Digital Marketing, Marketing, Advertising
Education
University of North Carolina at Chapel Hill 2007 — 2011
BS, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BS, Business Administration; Minors in History and Philosophy
Broughton
Peter Wason Peter Wason's Lincoln Financial Group Experience May 2005 - August 2005
Job Account Manager at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems October 2011 - Present
Juniper Networks July 2010 - October 2011
Avaya / Nortel Networks July 2006 - July 2010
Anheuser-Busch March 2005 - September 2007
Lincoln Financial Group May 2005 - August 2005
Skills
Unified Communications, Salesforce.com, Solution Selling, Direct Sales, Account Management, Networking, VoIP, Telecommunications, IP, Sales, Telephony, Partner Management, Enterprise Software, New Business Development, Managed Services, Channel Partners, SIP, Wireless, Innovativeness, Cisco Technologies, Cloud Computing, Data Center, Security, MPLS, Virtualization, SaaS, Ethernet, Go-to-market Strategy, Professional Services
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
Business Administration and Finance
Regents College London 2005 — 2005
Cisco Systems October 2011 - Present
Juniper Networks July 2010 - October 2011
Avaya / Nortel Networks July 2006 - July 2010
Anheuser-Busch March 2005 - September 2007
Lincoln Financial Group May 2005 - August 2005
Skills
Unified Communications, Salesforce.com, Solution Selling, Direct Sales, Account Management, Networking, VoIP, Telecommunications, IP, Sales, Telephony, Partner Management, Enterprise Software, New Business Development, Managed Services, Channel Partners, SIP, Wireless, Innovativeness, Cisco Technologies, Cloud Computing, Data Center, Security, MPLS, Virtualization, SaaS, Ethernet, Go-to-market Strategy, Professional Services
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
Business Administration and Finance
Regents College London 2005 — 2005
Hugh Holston Hugh Holston's Lincoln Financial Group Experience April 2014 - Present
Job Director Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2014 - Present
AT&T January 1997 - April 2014
Wells Fargo June 1984 - December 1996
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.)
Lincoln Financial Group April 2014 - Present
AT&T January 1997 - April 2014
Wells Fargo June 1984 - December 1996
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.)
Alex Vachon's Lincoln Financial Group Experience December 2010 - August 2013
Job Regional Market Account Executive at MetLife
Industry Insurance
Experience
MetLife July 2014 - Present
MetLife November 2013 - July 2014
Lincoln Financial Group December 2010 - August 2013
Sun Life Financial July 2004 - December 2010
National Services Group September 2000 - May 2003
Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Critical Illness, Life Insurance, Group Insurance, Accident, Underwriting, Microsoft Excel, Sales Management, Customer Service, Property & Casualty..., Reinsurance, Term Life Insurance, FMLA, Dentistry, Long Term Care Insurance, Statistics, COBRA, Medicare, Health Care Reform, Universal Life, Negotiation, Salesforce.com, Valuation, Health Policy, Sustainability, Minitab, Prezi, Logistic Regression, Regression Models, ANOVA, Claim, Fixed Annuities, 401k, Voluntary Employee..., Customer Relations, Dental, Health Law, MEXL, Life, Licensed Life, Sales Presentations, Customer Retention, Sales, Brokers, Account Management, Management, Solution Selling
Education
University of Southern Maine - School of Business 2011 — 2015
Master's of Science of Business Administration, Business and Health Policy and Management, 3.89
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General, 3.2
WFR 1998 — 2000
4.2
Massabesic 1996 — 1998
Massabesic 1996 — 1997
MetLife July 2014 - Present
MetLife November 2013 - July 2014
Lincoln Financial Group December 2010 - August 2013
Sun Life Financial July 2004 - December 2010
National Services Group September 2000 - May 2003
Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Critical Illness, Life Insurance, Group Insurance, Accident, Underwriting, Microsoft Excel, Sales Management, Customer Service, Property & Casualty..., Reinsurance, Term Life Insurance, FMLA, Dentistry, Long Term Care Insurance, Statistics, COBRA, Medicare, Health Care Reform, Universal Life, Negotiation, Salesforce.com, Valuation, Health Policy, Sustainability, Minitab, Prezi, Logistic Regression, Regression Models, ANOVA, Claim, Fixed Annuities, 401k, Voluntary Employee..., Customer Relations, Dental, Health Law, MEXL, Life, Licensed Life, Sales Presentations, Customer Retention, Sales, Brokers, Account Management, Management, Solution Selling
Education
University of Southern Maine - School of Business 2011 — 2015
Master's of Science of Business Administration, Business and Health Policy and Management, 3.89
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General, 3.2
WFR 1998 — 2000
4.2
Massabesic 1996 — 1998
Massabesic 1996 — 1997
Marlene Hammond's Lincoln Financial Group Experience 2011 - Present
Job Underwriting Account Executive at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group 2011 - Present
Skills
Series 6, Series 26, PCS, Insurance, FINRA, Leadership, Talent Management, Employee Training, Budget Process, Innovation, Employee Recognition, Benefit Cost Analysis, Fixed Annuities, Employee Benefits, Financial Services, Long-term Care, Mutual Funds, Team Building, Customer Service, Relationship Management, Management, Analysis, Process Improvement
Education
University of New Hampshire 1988 — 1992
Bachelor of Arts (B.A.)
Lincoln Financial Group 2011 - Present
Skills
Series 6, Series 26, PCS, Insurance, FINRA, Leadership, Talent Management, Employee Training, Budget Process, Innovation, Employee Recognition, Benefit Cost Analysis, Fixed Annuities, Employee Benefits, Financial Services, Long-term Care, Mutual Funds, Team Building, Customer Service, Relationship Management, Management, Analysis, Process Improvement
Education
University of New Hampshire 1988 — 1992
Bachelor of Arts (B.A.)
Carl Semmler Carl Semmler's Lincoln Financial Group Experience April 2007 - Present
Job Assistant VP at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2007 - Present
Jefferson-Pilot Life Insurance Company September 1987 - April 2007
Skills
Insurance, ERISA, Securities, Financial Services, Retirement Planning, Pensions, Employee Benefits, Investments, Mutual Funds, Estate Planning, Financial Planning, Process Improvement, Life Insurance, Management, Risk Management, Fixed Annuities
Education
Wake Forest University School of Law 1984 — 1987
Doctor of Law (JD)
UNC Chapel Hill 1976 — 1980
Bachelor of Arts (B.A.), Psychology
Lincoln Financial Group April 2007 - Present
Jefferson-Pilot Life Insurance Company September 1987 - April 2007
Skills
Insurance, ERISA, Securities, Financial Services, Retirement Planning, Pensions, Employee Benefits, Investments, Mutual Funds, Estate Planning, Financial Planning, Process Improvement, Life Insurance, Management, Risk Management, Fixed Annuities
Education
Wake Forest University School of Law 1984 — 1987
Doctor of Law (JD)
UNC Chapel Hill 1976 — 1980
Bachelor of Arts (B.A.), Psychology
Kevin Wyrick Kevin Wyrick's Lincoln Financial Group Experience November 2009 - Present
Job Systems Analyst Midrage Systems at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group November 2009 - Present
Lincoln Financial Group June 2007 - December 2009
IBM Global Services 2005 - 2007
VF Corporation 1992 - 2004
Skills
JCL, Websphere, Integration, Disaster Recovery, Unix, System Administration, Data Center, AIX, Architecture, Windows, Operating Systems, Automation, Servers, Linux, Red Hat Linux, Active Directory, Infrastructure, Cluster, Java Enterprise Edition, VMware ESX, Architectures, IBM AIX, WebSphere, Vendor Management
Education
University of North Carolina at Greensboro
Lincoln Financial Group November 2009 - Present
Lincoln Financial Group June 2007 - December 2009
IBM Global Services 2005 - 2007
VF Corporation 1992 - 2004
Skills
JCL, Websphere, Integration, Disaster Recovery, Unix, System Administration, Data Center, AIX, Architecture, Windows, Operating Systems, Automation, Servers, Linux, Red Hat Linux, Active Directory, Infrastructure, Cluster, Java Enterprise Edition, VMware ESX, Architectures, IBM AIX, WebSphere, Vendor Management
Education
University of North Carolina at Greensboro
Josh Adams's Lincoln Financial Group Experience June 2014 - Present
Job AVP, Financial Reporting at Lincoln Financial Group
Industry Accounting
Experience
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group May 2013 - June 2014
PwC October 2010 - May 2013
Inmar July 2010 - September 2010
PwC July 2007 - June 2010
PwC June 2005 - June 2007
Campus Crusade May 2003 - May 2004
Hewitt Associates June 2001 - May 2003
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Forecasting, Accounting, Budget, Insurance, Strategic Planning, Mergers, Finance, Coaching, Corporate Finance, Auditing, Sales, Internal Controls
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
Masters of Accounting, Accounting
Wheaton College 1997 — 2001
BA, Business / Economics
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group May 2013 - June 2014
PwC October 2010 - May 2013
Inmar July 2010 - September 2010
PwC July 2007 - June 2010
PwC June 2005 - June 2007
Campus Crusade May 2003 - May 2004
Hewitt Associates June 2001 - May 2003
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Forecasting, Accounting, Budget, Insurance, Strategic Planning, Mergers, Finance, Coaching, Corporate Finance, Auditing, Sales, Internal Controls
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
Masters of Accounting, Accounting
Wheaton College 1997 — 2001
BA, Business / Economics
Bob Scheppegrell Bob Scheppegrell's Lincoln Financial Group Experience June 2015 - Present
Job SVP Partner Solutions at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group December 2014 - May 2015
Lincoln Financial Group September 2011 - May 2015
Lincoln Financial Group March 1994 - September 2011
Leadership Greensboro 2011 - 2011
Lincoln Financial Group 2004 - 2008
Jefferson Pilot Financial 1994 - 2004
Square D Company 1992 - 1994
Andersen Consulting 1988 - 1992
Accenture 1988 - 1992
Skills
Leading Change, Thought Leadership, Leadership, Communications..., Marketing, Financial Services, Insurance, Cross-functional Team..., Business Planning, Executive Management, Business Strategy, Investments, Change Management, Financial Analysis, Business Analysis, Wealth Management, Account Management, Business Development, Risk Management, Management, Strategic Planning, Finance, Strategy, New Business Development, Portfolio Management, Strategic Financial..., Employee Benefits, Mergers & Acquisitions, Management Consulting, Accounting, Underwriting, Analysis, Financial Modeling, Retirement Planning, Due Diligence, Retirement, Relationship Management, Financial Planning
Education
University of North Carolina at Greensboro 1995 — 1997
MS, Accounting
University of North Carolina at Chapel Hill 1984 — 1988
BS, Business Administration
Charlotte Catholic High School 1980 — 1984
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group December 2014 - May 2015
Lincoln Financial Group September 2011 - May 2015
Lincoln Financial Group March 1994 - September 2011
Leadership Greensboro 2011 - 2011
Lincoln Financial Group 2004 - 2008
Jefferson Pilot Financial 1994 - 2004
Square D Company 1992 - 1994
Andersen Consulting 1988 - 1992
Accenture 1988 - 1992
Skills
Leading Change, Thought Leadership, Leadership, Communications..., Marketing, Financial Services, Insurance, Cross-functional Team..., Business Planning, Executive Management, Business Strategy, Investments, Change Management, Financial Analysis, Business Analysis, Wealth Management, Account Management, Business Development, Risk Management, Management, Strategic Planning, Finance, Strategy, New Business Development, Portfolio Management, Strategic Financial..., Employee Benefits, Mergers & Acquisitions, Management Consulting, Accounting, Underwriting, Analysis, Financial Modeling, Retirement Planning, Due Diligence, Retirement, Relationship Management, Financial Planning
Education
University of North Carolina at Greensboro 1995 — 1997
MS, Accounting
University of North Carolina at Chapel Hill 1984 — 1988
BS, Business Administration
Charlotte Catholic High School 1980 — 1984
John Efird, EA John Efird, EA's Lincoln Financial Group Experience May 2013 - Present
Job Tax Reporting & Disbursements
Industry Financial Services
Experience
Lincoln Financial Group May 2013 - Present
Fleet Alternator Starter August 1991 - Present
John Efird January 2010 - Present
Skills
Tax, Tax Preparation, Tax Returns, Income Tax, Small Business, Tax Accounting
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration - Finance
Lincoln Financial Group May 2013 - Present
Fleet Alternator Starter August 1991 - Present
John Efird January 2010 - Present
Skills
Tax, Tax Preparation, Tax Returns, Income Tax, Small Business, Tax Accounting
Education
University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration - Finance
Brian Coca Brian Coca's Lincoln Financial Group Experience July 2015 - Present
Job IT Rep at Lincoln Financial Group
Industry Computer Hardware
Experience
Lincoln Financial Group July 2015 - Present
Apple August 2012 - July 2015
Apple Retail March 2008 - August 2012
Skills
Account Management, Sales Process, Quota Achievement, Pipeline Management, Customer Service, Team Leadership, iLife, iWork, OS X, iOS, iPod, Mac OS X Server, Mac OS, iPhone, iPad, Aperture, iTunes, Apple Certified, Apple Remote Desktop, Apple Aperture, Mac OS X, Apple Software, Sales, Mac, Leadership, Retail, Customer Experience, Time Management, Computer Hardware
Education
University of North Carolina at Greensboro 2012 — 2015
Bachelor's Degree, Information Systems and Operations Management/ Business Administration and Management, Senior
Lincoln Financial Group July 2015 - Present
Apple August 2012 - July 2015
Apple Retail March 2008 - August 2012
Skills
Account Management, Sales Process, Quota Achievement, Pipeline Management, Customer Service, Team Leadership, iLife, iWork, OS X, iOS, iPod, Mac OS X Server, Mac OS, iPhone, iPad, Aperture, iTunes, Apple Certified, Apple Remote Desktop, Apple Aperture, Mac OS X, Apple Software, Sales, Mac, Leadership, Retail, Customer Experience, Time Management, Computer Hardware
Education
University of North Carolina at Greensboro 2012 — 2015
Bachelor's Degree, Information Systems and Operations Management/ Business Administration and Management, Senior
Yebei Lin Yebei Lin's Lincoln Financial Group Experience June 2013 - August 2013
Job Student at University of North Carolina at Chapel Hill
Industry
Experience
Lincoln Financial Group June 2013 - August 2013
Skills
Data Analysis, Statistics, Stata, Statistical Modeling, SAS, Research, LaTeX, Economics, Microsoft Excel, PowerPoint, Analysis, Microsoft Office, Microsoft Word, Matlab, Teamwork, Financial Modeling, Python, VBA
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (BS), Mathematics; Economics
Lincoln Financial Group June 2013 - August 2013
Skills
Data Analysis, Statistics, Stata, Statistical Modeling, SAS, Research, LaTeX, Economics, Microsoft Excel, PowerPoint, Analysis, Microsoft Office, Microsoft Word, Matlab, Teamwork, Financial Modeling, Python, VBA
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (BS), Mathematics; Economics
Joe Keown Joe Keown's Lincoln Financial Group Experience November 2013 - Present
Job Sr. Underwriting Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group November 2013 - Present
Nationwide Financial August 2009 - November 2013
Phoenix Life Insurance Company June 2006 - August 2009
Travelers Life & Annuity/MetLife April 2004 - June 2006
Utica National Insurance Group February 2000 - December 2003
The MONY Group/Mutual of New York June 1984 - February 2000
Skills
Underwriting, Insurance, Life Insurance, Team Leadership, Management, Long-term Care, Trumpet, Conducting, Jazz, Chamber Music, Orchestral Music, Positive Outlook, Humorist
Education
University of Wisconsin-Madison 1978 — 1980
Master of Music (M.M.), Trumpet Performance
University of New Hampshire
Bachelor of Science (B.S.), Music Education
Lincoln Financial Group November 2013 - Present
Nationwide Financial August 2009 - November 2013
Phoenix Life Insurance Company June 2006 - August 2009
Travelers Life & Annuity/MetLife April 2004 - June 2006
Utica National Insurance Group February 2000 - December 2003
The MONY Group/Mutual of New York June 1984 - February 2000
Skills
Underwriting, Insurance, Life Insurance, Team Leadership, Management, Long-term Care, Trumpet, Conducting, Jazz, Chamber Music, Orchestral Music, Positive Outlook, Humorist
Education
University of Wisconsin-Madison 1978 — 1980
Master of Music (M.M.), Trumpet Performance
University of New Hampshire
Bachelor of Science (B.S.), Music Education
Danielle O'Neil's Lincoln Financial Group Experience May 2014 - Present
Job AML Surveillance Analyst
Industry Banking
Experience
Lincoln Financial Group May 2014 - Present
TD January 2014 - May 2014
TD July 2012 - May 2014
Skills
Customer Service, Banking, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork
Education
University of New Hampshire-Manchester 2011 — 2014
Bachelor of Arts in Business Administration, Accounting and Finance
Lincoln Financial Group May 2014 - Present
TD January 2014 - May 2014
TD July 2012 - May 2014
Skills
Customer Service, Banking, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork
Education
University of New Hampshire-Manchester 2011 — 2014
Bachelor of Arts in Business Administration, Accounting and Finance
Scott Stubbs Scott Stubbs's Lincoln Financial Group Experience April 2008 - August 2008
Job Knowledge & Analytics Practice, Senior Decision Support Analyst
Industry Management Consulting
Experience
The Boston Consulting Group December 2012 - Present
The Boston Consulting Group April 2011 - December 2012
The Princeton Review February 2011 - April 2011
UBS February 2011 - April 2011
Sustainable Building Solutions July 2009 - September 2010
Lincoln Financial Group April 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, VBA, Microsoft Excel, Financial Analysis, Business Analysis, Data Analysis, Management Consulting, Business Intelligence, Business Process..., Business Strategy, Strategic Planning, Access, Strategy, Investments, Analytics
Education
University of North Carolina at Chapel Hill 2004 — 2008
BSBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business Administration
Fairfield High School 2000 — 2004
The Boston Consulting Group December 2012 - Present
The Boston Consulting Group April 2011 - December 2012
The Princeton Review February 2011 - April 2011
UBS February 2011 - April 2011
Sustainable Building Solutions July 2009 - September 2010
Lincoln Financial Group April 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, VBA, Microsoft Excel, Financial Analysis, Business Analysis, Data Analysis, Management Consulting, Business Intelligence, Business Process..., Business Strategy, Strategic Planning, Access, Strategy, Investments, Analytics
Education
University of North Carolina at Chapel Hill 2004 — 2008
BSBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business Administration
Fairfield High School 2000 — 2004
Reid Settle, FSA, CERA, MAAA Reid Settle, FSA, CERA, MAAA's Lincoln Financial Group Experience February 2012 - Present
Job Actuary at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2012 - Present
Lincoln Financial Group December 2010 - February 2012
Lincoln Financial Group June 2009 - December 2010
Lincoln Financial Group January 2008 - June 2009
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science (BS), Math Decision Sciences
Lincoln Financial Group February 2012 - Present
Lincoln Financial Group December 2010 - February 2012
Lincoln Financial Group June 2009 - December 2010
Lincoln Financial Group January 2008 - June 2009
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science (BS), Math Decision Sciences
Joseph D'Isidoro Joseph D'Isidoro's Lincoln Financial Group Experience 2015 - 2015
Job Adminstrative Services Rep.
Industry Insurance
Experience
Benefit Strategies January 2014 - Present
Lincoln Financial Group 2015 - 2015
HR Concepts LLC July 2011 - January 2014
Skills
Customer Service, Employee Training, Microsoft Office, Medical Billing, Employee Benefits, Account Management, Time Management, Self-funded, Human Resources, Outlook
Education
University of New Hampshire-Manchester 2007 — 2010
Bachelor of Arts (B.A.), Business/Commerce, General
Benefit Strategies January 2014 - Present
Lincoln Financial Group 2015 - 2015
HR Concepts LLC July 2011 - January 2014
Skills
Customer Service, Employee Training, Microsoft Office, Medical Billing, Employee Benefits, Account Management, Time Management, Self-funded, Human Resources, Outlook
Education
University of New Hampshire-Manchester 2007 — 2010
Bachelor of Arts (B.A.), Business/Commerce, General
Jason Slabaugh Jason Slabaugh's Lincoln Financial Group Experience May 2014 - Present
Job IT Recruiting Consultant at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group May 2014 - Present
Inmar November 2012 - May 2014
Inmar January 2011 - October 2012
Inmar November 2010 - December 2010
Bald Eagle Technologies July 2009 - May 2010
Apex Systems March 2008 - September 2008
Collabera January 2007 - February 2008
TEKsystems July 2003 - December 2006
Skills
Staff Augmentation, Linux, Technical Recruiting, Internet Recruiting, Applicant Tracking..., Recruiting, Talent Management, Interviews, CRM, Temporary Staffing, Temporary Placement, Cold Calling, Vendor Management, Permanent Placement, Talent Acquisition, Staffing Services, Sales, Business Development, Management, Screening, Executive Search, Consulting, Onboarding, Training, Screening Resumes, Personnel Management, HRIS, Human Resources, College Recruiting, Sourcing, Information Technology, Networking, Contract Recruitment, Employee Relations, SDLC, Benefits Negotiation
Education
University of North Carolina at Greensboro 1998 — 2001
BS, Double Major in Economics and Finance
Niles
Lincoln Financial Group May 2014 - Present
Inmar November 2012 - May 2014
Inmar January 2011 - October 2012
Inmar November 2010 - December 2010
Bald Eagle Technologies July 2009 - May 2010
Apex Systems March 2008 - September 2008
Collabera January 2007 - February 2008
TEKsystems July 2003 - December 2006
Skills
Staff Augmentation, Linux, Technical Recruiting, Internet Recruiting, Applicant Tracking..., Recruiting, Talent Management, Interviews, CRM, Temporary Staffing, Temporary Placement, Cold Calling, Vendor Management, Permanent Placement, Talent Acquisition, Staffing Services, Sales, Business Development, Management, Screening, Executive Search, Consulting, Onboarding, Training, Screening Resumes, Personnel Management, HRIS, Human Resources, College Recruiting, Sourcing, Information Technology, Networking, Contract Recruitment, Employee Relations, SDLC, Benefits Negotiation
Education
University of North Carolina at Greensboro 1998 — 2001
BS, Double Major in Economics and Finance
Niles
Chelsea Block, CPA Chelsea Block, CPA's Lincoln Financial Group Experience June 2012 - Present
Job Accountant at Lincoln Financial Group
Industry Accounting
Experience
Lincoln Financial Group June 2012 - Present
SunTrust Bank February 2011 - May 2011
The Motley Fool June 2010 - August 2010
Fund for the Public Interest May 2009 - August 2009
Grassroots Campaigns June 2008 - August 2008
MMI Public Relations June 2007 - August 2007
Skills
XBRL, Microsoft Excel, Accounting, Editing, Microsoft Office, PowerPoint, Research, Data Analysis, Leadership, Financial Reporting, Budgets, Volunteer Management, Fundraising, Public Speaking, Press Releases
Education
UNC Kenan-Flagler Business School 2011 — 2012
Master's degree, Accounting
University of North Carolina at Chapel Hill 2007 — 2010
Bachelor's degree, Economics
Lincoln Financial Group June 2012 - Present
SunTrust Bank February 2011 - May 2011
The Motley Fool June 2010 - August 2010
Fund for the Public Interest May 2009 - August 2009
Grassroots Campaigns June 2008 - August 2008
MMI Public Relations June 2007 - August 2007
Skills
XBRL, Microsoft Excel, Accounting, Editing, Microsoft Office, PowerPoint, Research, Data Analysis, Leadership, Financial Reporting, Budgets, Volunteer Management, Fundraising, Public Speaking, Press Releases
Education
UNC Kenan-Flagler Business School 2011 — 2012
Master's degree, Accounting
University of North Carolina at Chapel Hill 2007 — 2010
Bachelor's degree, Economics
Preston Stainback Preston Stainback's Lincoln Financial Group Experience January 2011 - Present
Job IT Finance Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2011 - Present
Lincoln Financial Group September 2010 - December 2010
Lincoln Financial January 2007 - August 2010
McGladrey & Pullen September 2003 - December 2006
Skills
Financial Reporting, CPA, Budgets, Expense Management, Financial Analysis, Essbase, External Audit, Hyperion Planning, Internal Controls, Benefit Cost Analysis, Forecasting, GAAP, Sarbanes-Oxley Act, Strategic Financial...
Education
University of North Carolina at Wilmington 2002 — 2003
Master, Accounting
University of North Carolina at Chapel Hill 1998 — 2002
BA, Economics / Mgmt and Society
Lincoln Financial Group January 2011 - Present
Lincoln Financial Group September 2010 - December 2010
Lincoln Financial January 2007 - August 2010
McGladrey & Pullen September 2003 - December 2006
Skills
Financial Reporting, CPA, Budgets, Expense Management, Financial Analysis, Essbase, External Audit, Hyperion Planning, Internal Controls, Benefit Cost Analysis, Forecasting, GAAP, Sarbanes-Oxley Act, Strategic Financial...
Education
University of North Carolina at Wilmington 2002 — 2003
Master, Accounting
University of North Carolina at Chapel Hill 1998 — 2002
BA, Economics / Mgmt and Society
Holly Nelson Holly Nelson's Lincoln Financial Group Experience July 2006 - April 2009
Job Senior Project Manager at Center for Creative Leadership
Industry Internet
Experience
Center for Creative Leadership March 2015 - Present
Kayser-Roth Corporation December 2013 - February 2015
SHOP.COM July 2012 - December 2013
Web Decisions April 2011 - June 2012
Market America, Inc March 2010 - March 2011
Lincoln Financial Group July 2006 - April 2009
Lincoln Financial Group October 2002 - July 2006
National City Mortgage August 2000 - January 2002
Skills
Email Marketing, Digital Marketing, Direct Marketing, Web Analytics, Marketing, Advertising, Marketing Communications, Direct Mail, Content Management, Web Marketing, HTML, Creative Direction, Microsoft Office, Segmentation, CSS, Affiliate Marketing, Customer Service, Analytics, Project Management, Brand Management, Time Management, Mac, Process Scheduler, Newsletters, Web Site Production, Insurance, Finance, Office Management, Automation, Tableau, Proofreading, Technical Writing, Data Analysis, Print Production, Ecommerce, Print Advertising, E-commerce, Online Marketing
Education
University of North Carolina at Greensboro 1996 — 2000
BS, Marketing
Center for Creative Leadership March 2015 - Present
Kayser-Roth Corporation December 2013 - February 2015
SHOP.COM July 2012 - December 2013
Web Decisions April 2011 - June 2012
Market America, Inc March 2010 - March 2011
Lincoln Financial Group July 2006 - April 2009
Lincoln Financial Group October 2002 - July 2006
National City Mortgage August 2000 - January 2002
Skills
Email Marketing, Digital Marketing, Direct Marketing, Web Analytics, Marketing, Advertising, Marketing Communications, Direct Mail, Content Management, Web Marketing, HTML, Creative Direction, Microsoft Office, Segmentation, CSS, Affiliate Marketing, Customer Service, Analytics, Project Management, Brand Management, Time Management, Mac, Process Scheduler, Newsletters, Web Site Production, Insurance, Finance, Office Management, Automation, Tableau, Proofreading, Technical Writing, Data Analysis, Print Production, Ecommerce, Print Advertising, E-commerce, Online Marketing
Education
University of North Carolina at Greensboro 1996 — 2000
BS, Marketing
Michael Utt Michael Utt's Lincoln Financial Group Experience September 2012 - January 2014
Job Controller at Hendrick Autoguard, Inc.
Industry Accounting
Experience
Hendrick Autoguard, Inc. January 2014 - Present
Lincoln Financial Group September 2012 - January 2014
Lincoln Financial Group June 2011 - August 2012
Dixon Hughes Goodman LLP October 2004 - June 2011
Ernst & Young May 2002 - October 2004
Lineberger Comprehensive Cancer Center January 2000 - May 2002
Skills
PeopleSoft, Essbase, Excel, Reinsurance, Technical Accounting, Securitization, Word, PowerPoint, Outlook, Financial Analysis, Captives, Financial Reporting, Team Building, Accounting, Statutory Accounting, GAAP, Microsoft Excel, Account Reconciliation, Internal Audit, IFRS, Sarbanes-Oxley, Consolidation, Sarbanes-Oxley Act, Finance, Auditing, Strategic Finance, Internal Controls, Microsoft Word
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2003
Master's of Accountancy
Hendrick Autoguard, Inc. January 2014 - Present
Lincoln Financial Group September 2012 - January 2014
Lincoln Financial Group June 2011 - August 2012
Dixon Hughes Goodman LLP October 2004 - June 2011
Ernst & Young May 2002 - October 2004
Lineberger Comprehensive Cancer Center January 2000 - May 2002
Skills
PeopleSoft, Essbase, Excel, Reinsurance, Technical Accounting, Securitization, Word, PowerPoint, Outlook, Financial Analysis, Captives, Financial Reporting, Team Building, Accounting, Statutory Accounting, GAAP, Microsoft Excel, Account Reconciliation, Internal Audit, IFRS, Sarbanes-Oxley, Consolidation, Sarbanes-Oxley Act, Finance, Auditing, Strategic Finance, Internal Controls, Microsoft Word
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2003
Master's of Accountancy
Dawn Dossett Dawn Dossett's Lincoln Financial Group Experience 1998 - 2008
Job Administrative Assistant at NH Department of Transportation
Industry Transportation/Trucking/Railroad
Experience
NH Department of Transportation September 2009 - Present
Weichert Realtors/GK Realty May 2009 - August 2010
Lincoln Financial Group 1998 - 2008
Education
University of New Hampshire 1977 — 1979
Business
Lynn English High School 1965 — 1968
High School, Business
NH Department of Transportation September 2009 - Present
Weichert Realtors/GK Realty May 2009 - August 2010
Lincoln Financial Group 1998 - 2008
Education
University of New Hampshire 1977 — 1979
Business
Lynn English High School 1965 — 1968
High School, Business
Jon Croteau Jon Croteau's Lincoln Financial Group Experience January 2006 - April 2008
Job Realtor at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty September 2007 - Present
Keller Williams Realty May 2006 - Present
Lincoln Financial Group January 2006 - April 2008
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Keller Williams Realty September 2007 - Present
Keller Williams Realty May 2006 - Present
Lincoln Financial Group January 2006 - April 2008
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
A. David Evans, CPA's Lincoln Financial Group Experience May 2014 - Present
Job Accountant, BrokerDealer Accounting & Reporting at Lincoln Financial Leadership Preparation Program
Industry Financial Services
Experience
Lincoln Financial Group May 2014 - Present
UNC Kenan-Flagler August 2013 - May 2014
Lowes Foods July 2007 - January 2014
University of North Carolina at Chapel Hill February 2011 - June 2013
University of North Carolina at Chapel Hill August 2011 - May 2013
Biaggi's Ristorante Italiano May 2012 - January 2013
Staples June 2007 - September 2007
Skills
Data Analysis, Accounting, Leadership, Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, US GAAP, SEC Regulations, Customer Service, Statistics, Homebrewing, Matlab, Academic Tutoring, PowerPoint, Technical Demonstrations, Laboratory Equipment, IFRS, Research, Teaching, Regulatory Capital, Business Objects, PeopleSoft, Smartview, Lean Six Sigma, CPA, FINOP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2014
Master's Degree, Accounting, Salutatorian
University of North Carolina at Chapel Hill 2009 — 2013
BA, Economics, Minors in Physics, PPE: Philosophy, Politics, and Economics
Green Hope High School 2005 — 2009
Lincoln Financial Group May 2014 - Present
UNC Kenan-Flagler August 2013 - May 2014
Lowes Foods July 2007 - January 2014
University of North Carolina at Chapel Hill February 2011 - June 2013
University of North Carolina at Chapel Hill August 2011 - May 2013
Biaggi's Ristorante Italiano May 2012 - January 2013
Staples June 2007 - September 2007
Skills
Data Analysis, Accounting, Leadership, Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, US GAAP, SEC Regulations, Customer Service, Statistics, Homebrewing, Matlab, Academic Tutoring, PowerPoint, Technical Demonstrations, Laboratory Equipment, IFRS, Research, Teaching, Regulatory Capital, Business Objects, PeopleSoft, Smartview, Lean Six Sigma, CPA, FINOP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2014
Master's Degree, Accounting, Salutatorian
University of North Carolina at Chapel Hill 2009 — 2013
BA, Economics, Minors in Physics, PPE: Philosophy, Politics, and Economics
Green Hope High School 2005 — 2009
Jeremy Feltman's Lincoln Financial Group Experience May 2013 - August 2013
Job Actuarial Associate at TIAACREF
Industry Insurance
Experience
TIAA-CREF June 2014 - Present
Lincoln Financial Group May 2013 - August 2013
YMCA November 2009 - September 2010
Skills
Microsoft Excel, Statistics, Leadership, Data Analysis, Actuarial Science, Critical Thinking, Risk Management, Access, Public Speaking, Teamwork, Time Management, Insurance, Research, Customer Service, Analysis, Matlab, AED, Nonprofits, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word
Education
UNC Charlotte 2011 — 2014
Bachelor of Science (BS), Mathematics, Summa Cum Laude
TIAA-CREF June 2014 - Present
Lincoln Financial Group May 2013 - August 2013
YMCA November 2009 - September 2010
Skills
Microsoft Excel, Statistics, Leadership, Data Analysis, Actuarial Science, Critical Thinking, Risk Management, Access, Public Speaking, Teamwork, Time Management, Insurance, Research, Customer Service, Analysis, Matlab, AED, Nonprofits, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word
Education
UNC Charlotte 2011 — 2014
Bachelor of Science (BS), Mathematics, Summa Cum Laude
Jillian Rooney's Lincoln Financial Group Experience May 2012 - March 2013
Job Client Service Associate
Industry Financial Services
Experience
Edelman Financial Services May 2015 - Present
Commonwealth Financial Network March 2013 - April 2015
Lincoln Financial Group May 2012 - March 2013
Skills
Investments, Series 63, Customer Service, Retirement, Securities
Education
University of New Hampshire 2009 — 2011
Business management
Concord high school
Edelman Financial Services May 2015 - Present
Commonwealth Financial Network March 2013 - April 2015
Lincoln Financial Group May 2012 - March 2013
Skills
Investments, Series 63, Customer Service, Retirement, Securities
Education
University of New Hampshire 2009 — 2011
Business management
Concord high school
Zachary Gentry Zachary Gentry's Lincoln Financial Group Experience January 2014 - Present
Job Retirement Plan Services CSR at Lincoln Financial Group I IRAs, 401(k)s, & 403(b)s I Loans & Distributions
Industry Financial Services
Experience
Lincoln Financial Group January 2014 - Present
Pirate's Landing May 2008 - January 2014
LifeStore Insurance August 2013 - September 2013
Skills
Customer Service, Microsoft Word, Writing, Research, Psychology
Education
University of North Carolina at Greensboro 2010 — 2013
Bachelor of Arts (B.A.), Psychology
Lincoln Financial Group January 2014 - Present
Pirate's Landing May 2008 - January 2014
LifeStore Insurance August 2013 - September 2013
Skills
Customer Service, Microsoft Word, Writing, Research, Psychology
Education
University of North Carolina at Greensboro 2010 — 2013
Bachelor of Arts (B.A.), Psychology
Brian Stowe Brian Stowe's Lincoln Financial Group Experience February 2014 - Present
Job IT Audit Manager at Lincoln Financial Group
Industry Accounting
Experience
Lincoln Financial Group February 2014 - Present
Krispy Kreme December 2011 - February 2014
Ernst & Young, LLP June 2005 - December 2011
Skills
Enterprise Risk..., IT Audit, Internal Controls, Internal Audit, CISA, Business Continuity, Information Technology, PCI DSS, SSAE 16, SOX 404, SAP, SAP GRC Access Control, Change Management, Sarbanes-Oxley, Sarbanes-Oxley Act, COBIT, COSO
Education
University of North Carolina at Greensboro 1998 — 2005
Master of Science, Accounting (IS Concentration)
University of North Carolina at Charlotte
Lincoln Financial Group February 2014 - Present
Krispy Kreme December 2011 - February 2014
Ernst & Young, LLP June 2005 - December 2011
Skills
Enterprise Risk..., IT Audit, Internal Controls, Internal Audit, CISA, Business Continuity, Information Technology, PCI DSS, SSAE 16, SOX 404, SAP, SAP GRC Access Control, Change Management, Sarbanes-Oxley, Sarbanes-Oxley Act, COBIT, COSO
Education
University of North Carolina at Greensboro 1998 — 2005
Master of Science, Accounting (IS Concentration)
University of North Carolina at Charlotte
Elisabeth Plummer Elisabeth Plummer's Lincoln Financial Group Experience 2005 - 2007
Job Risk Operations Team Manager at Bank of America
Industry Financial Services
Experience
Bank of America August 2010 - Present
Graphik Dimensions July 2007 - April 2010
Lincoln Financial Group 2005 - 2007
Lincoln Financial Group 2002 - 2005
Wachovia 2001 - 2002
Wachovia 1998 - 2001
First Data Corporation 1995 - 1997
First Data Corporation 1991 - 1995
Skills
Process Improvement, Customer Service, Leadership, Change Management, Instructional Design, Human Resources, Employee Training, Training, Performance Management, Quality Assurance, Team Building
Education
University of North Carolina at Greensboro 1990 — 1995
M.Ed., Career Counseling
University of North Carolina at Greensboro 1984 — 1989
B.S., Human Resources Management
Bank of America August 2010 - Present
Graphik Dimensions July 2007 - April 2010
Lincoln Financial Group 2005 - 2007
Lincoln Financial Group 2002 - 2005
Wachovia 2001 - 2002
Wachovia 1998 - 2001
First Data Corporation 1995 - 1997
First Data Corporation 1991 - 1995
Skills
Process Improvement, Customer Service, Leadership, Change Management, Instructional Design, Human Resources, Employee Training, Training, Performance Management, Quality Assurance, Team Building
Education
University of North Carolina at Greensboro 1990 — 1995
M.Ed., Career Counseling
University of North Carolina at Greensboro 1984 — 1989
B.S., Human Resources Management
Zack Steck's Lincoln Financial Group Experience June 2015 - Present
Job Surveillance Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2015 - Present
Fidelity Investments January 2015 - May 2015
Advance Technology August 2014 - November 2014
Abercrombie & Fitch February 2009 - July 2014
NH Avalanche Youth Hockey September 2004 - March 2008
Skills
Retail Sales, Merchandising, Visual Merchandising, Loss Prevention, Store Management, Time Management, Inventory Management, Customer Satisfaction, Facebook
Education
University of New Hampshire-Manchester 2011 — 2014
Bachelor of Arts (B.A.), Business, 3.72 GPA
Bow High School 2004 — 2008
High School Diploma, General Education
Lincoln Financial Group June 2015 - Present
Fidelity Investments January 2015 - May 2015
Advance Technology August 2014 - November 2014
Abercrombie & Fitch February 2009 - July 2014
NH Avalanche Youth Hockey September 2004 - March 2008
Skills
Retail Sales, Merchandising, Visual Merchandising, Loss Prevention, Store Management, Time Management, Inventory Management, Customer Satisfaction, Facebook
Education
University of New Hampshire-Manchester 2011 — 2014
Bachelor of Arts (B.A.), Business, 3.72 GPA
Bow High School 2004 — 2008
High School Diploma, General Education
Bevan Buchanan, CPA Bevan Buchanan, CPA's Lincoln Financial Group Experience July 2002 - August 2003
Job Regional Business Manager at IMG College
Industry Accounting
Experience
IMG June 2014 - Present
Robertson Neal & Company, LLP December 2012 - June 2014
Sharrard McGee & Co. P. A. September 2010 - December 2012
Dixon Hughes PLLC May 2007 - September 2010
Sharrard McGee & Co. P. A. January 2007 - April 2007
UPS August 2003 - August 2006
Lincoln Financial Group July 2002 - August 2003
Intuit November 2001 - July 2002
Ancestry.com June 2000 - December 2000
Skills
Financial Analysis, SAP, Microsoft Excel, SOX Compliancy, Financial Statements, Tax Preparation, CPA, Tax, Internal Controls, Audits of Employee..., Income Tax, Accounting, US GAAP reporting, Corporate Tax, General Ledger
Education
University of North Carolina at Greensboro 2006 — 2007
Masters of Science, Accounting
University of North Carolina at Greensboro 2003 — 2006
BS, Accounting
Utah Valley University 2000 — 2002
Associate's degree, Political Science and Government
IMG June 2014 - Present
Robertson Neal & Company, LLP December 2012 - June 2014
Sharrard McGee & Co. P. A. September 2010 - December 2012
Dixon Hughes PLLC May 2007 - September 2010
Sharrard McGee & Co. P. A. January 2007 - April 2007
UPS August 2003 - August 2006
Lincoln Financial Group July 2002 - August 2003
Intuit November 2001 - July 2002
Ancestry.com June 2000 - December 2000
Skills
Financial Analysis, SAP, Microsoft Excel, SOX Compliancy, Financial Statements, Tax Preparation, CPA, Tax, Internal Controls, Audits of Employee..., Income Tax, Accounting, US GAAP reporting, Corporate Tax, General Ledger
Education
University of North Carolina at Greensboro 2006 — 2007
Masters of Science, Accounting
University of North Carolina at Greensboro 2003 — 2006
BS, Accounting
Utah Valley University 2000 — 2002
Associate's degree, Political Science and Government
Arlene Toomes Arlene Toomes's Lincoln Financial Group Experience July 2015 - Present
Job QA Analyst, Software Testing at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group July 2015 - Present
IBM April 2006 - March 2009
IBM September 2001 - April 2006
Lucent Technologies February 1996 - August 2001
AT&T January 1990 - January 1996
Skills
PeopleSoft, Testing, HRIS, Requirements Analysis, User Acceptance Testing, Business Requirements, SAP HR, Windows, Microsoft Office, Change Management, SAP, Management, Data Migration, Human Resources, Software Documentation, Integration
Education
University of North Carolina at Greensboro
BS, Mathematics
University of North Carolina at Greensboro
BS Mathematics, Mathematics and Computer Science
Lincoln Financial Group July 2015 - Present
IBM April 2006 - March 2009
IBM September 2001 - April 2006
Lucent Technologies February 1996 - August 2001
AT&T January 1990 - January 1996
Skills
PeopleSoft, Testing, HRIS, Requirements Analysis, User Acceptance Testing, Business Requirements, SAP HR, Windows, Microsoft Office, Change Management, SAP, Management, Data Migration, Human Resources, Software Documentation, Integration
Education
University of North Carolina at Greensboro
BS, Mathematics
University of North Carolina at Greensboro
BS Mathematics, Mathematics and Computer Science
Dale Lunsford Dale Lunsford's Lincoln Financial Group Experience June 2002 - February 2009
Job Assistant to the Dean at Elon Law School
Industry Higher Education
Experience
Lincoln Financial Group June 2002 - February 2009
Jefferson Pilot Financial 2002 - 2009
Education
University of North Carolina at Greensboro
Bachelor of Science
Lincoln Financial Group June 2002 - February 2009
Jefferson Pilot Financial 2002 - 2009
Education
University of North Carolina at Greensboro
Bachelor of Science
Cameron Cooke's Lincoln Financial Group Experience November 2009 - Present
Job Campaign Manager at Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Group November 2009 - Present
Market America October 2008 - February 2010
The Newport Group 2007 - 2008
The Todd Organization 2006 - 2007
Skills
Social Media Marketing, Email Marketing, Marketing Communications, Marketing Strategy, Marketing, Online Marketing
Education
University of North Carolina at Greensboro 2002 — 2005
Bachelor of Science, Business Administration, Marketing Concentration
Lincoln Financial Group November 2009 - Present
Market America October 2008 - February 2010
The Newport Group 2007 - 2008
The Todd Organization 2006 - 2007
Skills
Social Media Marketing, Email Marketing, Marketing Communications, Marketing Strategy, Marketing, Online Marketing
Education
University of North Carolina at Greensboro 2002 — 2005
Bachelor of Science, Business Administration, Marketing Concentration
Josh Wilkes Josh Wilkes's Lincoln Financial Group Experience 2008 - 2011
Job U.S. Real Estate Investment Banking at Ernst & Young
Industry Investment Banking
Experience
EY December 2014 - Present
Wells Fargo Securities July 2013 - November 2014
Citi June 2012 - August 2012
Lincoln Financial Group 2008 - 2011
Skills
Financial Modeling, Valuation, Credit
Education
UNC Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Real Estate
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Psychology
EY December 2014 - Present
Wells Fargo Securities July 2013 - November 2014
Citi June 2012 - August 2012
Lincoln Financial Group 2008 - 2011
Skills
Financial Modeling, Valuation, Credit
Education
UNC Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Real Estate
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Psychology
Brittany Butler's Lincoln Financial Group Experience April 2014 - Present
Job Internal Sales Consultant, Branch Office Development at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2014 - Present
ChannelAdvisor February 2014 - April 2014
ChannelAdvisor August 2013 - February 2014
TEKsystems May 2012 - July 2013
UNC Greensboro August 2011 - May 2012
Lenscrafters August 2010 - April 2012
Cold Stone Creamery April 2007 - August 2010
Skills
Recruiting, Management, Customer Service, Team Leadership, Microsoft Office, Leadership, Sales, Salesforce.com, Marketing Communications, Networking, Strategic Communications, Sales Management, Marketing, Advertising, Program Management, Project Management, Software Documentation, Process Improvement, Microsoft Excel, Teamwork, PowerPoint, Interviews, Retail, Supply Chain Management, Salesforce.com..., Financial Recruiting, Financial Services, Broker-Dealer
Education
University of North Carolina at Greensboro 2007 — 2012
Bachelor's degree, Business Administration; Minor in Communications
Southeast Guilford 2003 — 2007
Highschool Diploma
Lincoln Financial Group April 2014 - Present
ChannelAdvisor February 2014 - April 2014
ChannelAdvisor August 2013 - February 2014
TEKsystems May 2012 - July 2013
UNC Greensboro August 2011 - May 2012
Lenscrafters August 2010 - April 2012
Cold Stone Creamery April 2007 - August 2010
Skills
Recruiting, Management, Customer Service, Team Leadership, Microsoft Office, Leadership, Sales, Salesforce.com, Marketing Communications, Networking, Strategic Communications, Sales Management, Marketing, Advertising, Program Management, Project Management, Software Documentation, Process Improvement, Microsoft Excel, Teamwork, PowerPoint, Interviews, Retail, Supply Chain Management, Salesforce.com..., Financial Recruiting, Financial Services, Broker-Dealer
Education
University of North Carolina at Greensboro 2007 — 2012
Bachelor's degree, Business Administration; Minor in Communications
Southeast Guilford 2003 — 2007
Highschool Diploma
Eric Hoidahl ALMI, ACS, AIAA Eric Hoidahl ALMI, ACS, AIAA's Lincoln Financial Group Experience January 2011 - February 2013
Job Associate Product Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TIME Financial February 2013 - September 2013
Lincoln Financial Group January 2011 - February 2013
Lincoln Financial Group August 2004 - January 2011
Skills
Financial Services, Sales, Series 6, Management, Leadership, Life Insurance, Insurance
Education
University of New Hampshire 1998 — 2003
Bachelor's degree, History
TIAA-CREF July 2014 - Present
TIME Financial February 2013 - September 2013
Lincoln Financial Group January 2011 - February 2013
Lincoln Financial Group August 2004 - January 2011
Skills
Financial Services, Sales, Series 6, Management, Leadership, Life Insurance, Insurance
Education
University of New Hampshire 1998 — 2003
Bachelor's degree, History
Caroline Irwin Caroline Irwin's Lincoln Financial Group Experience October 2014 - Present
Job Technical Specialist, Claims Support
Industry Financial Services
Experience
Lincoln Financial Group October 2014 - Present
Lincoln Financial Group June 2012 - October 2014
Skills
Customer Service, Teamwork, Team Leadership, Time Management, Marketing, Variable Annuities, Fixed Annuities, Claims Handling, Claims Resolution, Financial Services, Strategic Financial..., Life Insurance, Process Improvement, Team Building, Insurance, Business Analysis
Education
University of North Carolina at Greensboro 2006 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Lincoln Financial Group October 2014 - Present
Lincoln Financial Group June 2012 - October 2014
Skills
Customer Service, Teamwork, Team Leadership, Time Management, Marketing, Variable Annuities, Fixed Annuities, Claims Handling, Claims Resolution, Financial Services, Strategic Financial..., Life Insurance, Process Improvement, Team Building, Insurance, Business Analysis
Education
University of North Carolina at Greensboro 2006 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Jay Spence Jay Spence's Lincoln Financial Group Experience August 2009 - Present
Job Sales Representative (Group Benefits) at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2009 - Present
Lincoln Financial Distributors August 2008 - July 2009
CBS Radio May 2007 - August 2007
Skills
Employee Benefits, Critical Illness, Group Insurance, Accident, Sales, Leadership, Accident Insurance, Team Building, Insurance, Sales Operations, New Business Development, Management, Cold Calling, Customer Retention, Direct Sales, Sales Process, Sales Presentations, Relationship Management, Selling, Building Relationships, Customer Satisfaction, Recruiting, Life Insurance, Brokers, Marketing
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Arts, Journalism and Mass Communication
Charlotte Catholic High School 2000 — 2004
Lincoln Financial Group August 2009 - Present
Lincoln Financial Distributors August 2008 - July 2009
CBS Radio May 2007 - August 2007
Skills
Employee Benefits, Critical Illness, Group Insurance, Accident, Sales, Leadership, Accident Insurance, Team Building, Insurance, Sales Operations, New Business Development, Management, Cold Calling, Customer Retention, Direct Sales, Sales Process, Sales Presentations, Relationship Management, Selling, Building Relationships, Customer Satisfaction, Recruiting, Life Insurance, Brokers, Marketing
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Arts, Journalism and Mass Communication
Charlotte Catholic High School 2000 — 2004
Cameron Myers Cameron Myers's Lincoln Financial Group Experience March 2014 - Present
Job IT Contractor at Lincoln Financial Group
Industry Computer Software
Experience
Lincoln Financial Group March 2014 - Present
Skills
Java, Programming, Linux, Computer Science, Operating Systems, Git, C, Networking, Microsoft Office, Troubleshooting, Network Security, Customer Service, Windows, Software Documentation, Research, Microsoft Excel, SharePoint, Social Networking, Social Media
Education
University of North Carolina at Greensboro 2012 — 2016
Computer Science
Forsyth Technical Community College 2012 — 2015
Associate's in Networking technology/security
Appalachian State University 2008 — 2010
Bachelor of Arts (B.A.), Medieval History
Lincoln Financial Group March 2014 - Present
Skills
Java, Programming, Linux, Computer Science, Operating Systems, Git, C, Networking, Microsoft Office, Troubleshooting, Network Security, Customer Service, Windows, Software Documentation, Research, Microsoft Excel, SharePoint, Social Networking, Social Media
Education
University of North Carolina at Greensboro 2012 — 2016
Computer Science
Forsyth Technical Community College 2012 — 2015
Associate's in Networking technology/security
Appalachian State University 2008 — 2010
Bachelor of Arts (B.A.), Medieval History
Elizabeth Webster Elizabeth Webster's Lincoln Financial Group Experience April 2014 - Present
Job Commercial Real Estate Investment Analyst at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group April 2014 - Present
Lincoln Financial Group December 2012 - April 2014
Lincoln Financial Group April 2010 - December 2012
Volvo Financial Services July 2008 - November 2009
Skills
Credit, Finance, Analysis, Customer Service, Loans, Sales, Negotiation, Pricing, Insurance, Microsoft Excel, Underwriting, Outlook, PowerPoint, Training, Public Speaking, Leadership, Research, Life Insurance, Microsoft Word, Microsoft Office, Accounting, Process Improvement, Project Management, Banking
Education
University of North Carolina at Greensboro 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Greensboro 2005 — 2008
BSBA, Finance
Lincoln Financial Group April 2014 - Present
Lincoln Financial Group December 2012 - April 2014
Lincoln Financial Group April 2010 - December 2012
Volvo Financial Services July 2008 - November 2009
Skills
Credit, Finance, Analysis, Customer Service, Loans, Sales, Negotiation, Pricing, Insurance, Microsoft Excel, Underwriting, Outlook, PowerPoint, Training, Public Speaking, Leadership, Research, Life Insurance, Microsoft Word, Microsoft Office, Accounting, Process Improvement, Project Management, Banking
Education
University of North Carolina at Greensboro 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Greensboro 2005 — 2008
BSBA, Finance
Brendan Healey Brendan Healey's Lincoln Financial Group Experience August 2008 - June 2010
Job Account Executive at CyberArk
Industry Information Technology and Services
Experience
CyberArk March 2015 - Present
Cherwell Software September 2013 - January 2015
Oracle November 2012 - August 2013
Infor July 2010 - November 2012
Lincoln Financial Group August 2008 - June 2010
Lincoln Financial Group August 2007 - August 2008
Denver Broncos 2003 - 2004
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
Regis Jesuit High School
Regis Jesuit High School
CyberArk March 2015 - Present
Cherwell Software September 2013 - January 2015
Oracle November 2012 - August 2013
Infor July 2010 - November 2012
Lincoln Financial Group August 2008 - June 2010
Lincoln Financial Group August 2007 - August 2008
Denver Broncos 2003 - 2004
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
Regis Jesuit High School
Regis Jesuit High School
Laura Bacik Laura Bacik's Lincoln Financial Group Experience February 2015 - Present
Job Project Manager, Retirement Plan Services at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2015 - Present
The Newport Group August 2010 - February 2015
The Newport Group April 2008 - October 2010
The Newport Group May 2006 - April 2008
Carolina Neuroservices June 2004 - May 2006
Skills
401k, Retirement, Process Improvement, Business Analysis, Microsoft Excel, Strategic Planning, Strategic Financial..., Financial Services, Leadership, Finance
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2010
MBA, Management
Winthrop University 2000 — 2004
Bachelors, Psychology, Math
Lincoln Financial Group February 2015 - Present
The Newport Group August 2010 - February 2015
The Newport Group April 2008 - October 2010
The Newport Group May 2006 - April 2008
Carolina Neuroservices June 2004 - May 2006
Skills
401k, Retirement, Process Improvement, Business Analysis, Microsoft Excel, Strategic Planning, Strategic Financial..., Financial Services, Leadership, Finance
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2010
MBA, Management
Winthrop University 2000 — 2004
Bachelors, Psychology, Math
Ben Lyon, CPA, CITP, CGMA's Lincoln Financial Group Experience November 2010 - September 2012
Job Finance FP&R & Financial Systems Manager at Canon Virginia, Inc
Industry Financial Services
Experience
Canon Virginia, Inc January 2014 - Present
Canon Virginia, Inc September 2012 - January 2014
Lincoln Financial Group November 2010 - September 2012
McGladrey and Pullen, LLP August 2008 - November 2010
US Army November 2001 - March 2009
Skills
Strategic Financial..., Financial Modeling, Mutual Funds, Financial Analysis, Morningstar, Investments, Retirement Planning, Bloomberg, Essbase, Portfolio Management, Securities, Fixed Annuities, Retirement, Wealth Management, Fixed Income, Valuation, IFRS, US GAAP reporting, Expense Management, Cost Accounting, Auditing, Analysis, Budgets, Variance Analysis, GAAP, Financial Reporting, Financial Planning
Education
University of North Carolina at Greensboro 2005 — 2008
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, 3.8 Cumulative GPA
Canon Virginia, Inc January 2014 - Present
Canon Virginia, Inc September 2012 - January 2014
Lincoln Financial Group November 2010 - September 2012
McGladrey and Pullen, LLP August 2008 - November 2010
US Army November 2001 - March 2009
Skills
Strategic Financial..., Financial Modeling, Mutual Funds, Financial Analysis, Morningstar, Investments, Retirement Planning, Bloomberg, Essbase, Portfolio Management, Securities, Fixed Annuities, Retirement, Wealth Management, Fixed Income, Valuation, IFRS, US GAAP reporting, Expense Management, Cost Accounting, Auditing, Analysis, Budgets, Variance Analysis, GAAP, Financial Reporting, Financial Planning
Education
University of North Carolina at Greensboro 2005 — 2008
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, 3.8 Cumulative GPA
Julie M. Jones's Lincoln Financial Group Experience February 2013 - September 2014
Job Senior Instructional Designer (Home Based)
Industry E-Learning
Experience
Proficient Learning, LLC October 2013 - Present
Lincoln Financial Group February 2013 - September 2014
Ultimus March 2001 - July 2013
American Wealth Group July 2012 - December 2012
The Justice Theatre Project February 2009 - August 2011
Superior Consulting Complany August 1996 - January 2001
Skills
Customer Service, Management, Training, Software Documentation, Instructional Design, Teaching, Team Leadership, Problem Solving, Captivate, Technical Writing, Leadership, SharePoint, Team Building, Project Management, ADDIE, Documentation, Microsoft Office, Social Media, CRM, Business Process, Customer Satisfaction, Microsoft SQL Server, E-Learning, Business Analysis, Quality Assurance, Technical Training, Cross-functional Team..., Vendor Management, System Administration, Process Improvement, HTML, Analysis, Curriculum Development, Content Mapping, Multimedia design, Adobe Creative Suite, adobe captivate, PowerPoint, Adobe photoshop, HTML 5, Camtaisa studio 7, mLearning, Airserver Ipad to PC, Photoshop, InDesign, Adobe Premiere, Visual design
Education
Walden University- Richard Riley School of Education 2011 — 2013
Masters, Instructional Design and Technology
University of North Carolina at Chapel Hill 1985 — 1988
BS, Radiologic Science
East Henderson High School
Proficient Learning, LLC October 2013 - Present
Lincoln Financial Group February 2013 - September 2014
Ultimus March 2001 - July 2013
American Wealth Group July 2012 - December 2012
The Justice Theatre Project February 2009 - August 2011
Superior Consulting Complany August 1996 - January 2001
Skills
Customer Service, Management, Training, Software Documentation, Instructional Design, Teaching, Team Leadership, Problem Solving, Captivate, Technical Writing, Leadership, SharePoint, Team Building, Project Management, ADDIE, Documentation, Microsoft Office, Social Media, CRM, Business Process, Customer Satisfaction, Microsoft SQL Server, E-Learning, Business Analysis, Quality Assurance, Technical Training, Cross-functional Team..., Vendor Management, System Administration, Process Improvement, HTML, Analysis, Curriculum Development, Content Mapping, Multimedia design, Adobe Creative Suite, adobe captivate, PowerPoint, Adobe photoshop, HTML 5, Camtaisa studio 7, mLearning, Airserver Ipad to PC, Photoshop, InDesign, Adobe Premiere, Visual design
Education
Walden University- Richard Riley School of Education 2011 — 2013
Masters, Instructional Design and Technology
University of North Carolina at Chapel Hill 1985 — 1988
BS, Radiologic Science
East Henderson High School
Casey Cox, CPA Casey Cox, CPA's Lincoln Financial Group Experience March 2012 - December 2012
Job IT Support Specialist at Bernard Robinson & Company, LLP
Industry Accounting
Experience
Bernard Robinson & Company, LLP December 2012 - December 2013
Lincoln Financial Group March 2012 - December 2012
Skills
Financial Reporting, Nonprofits, Microsoft Excel, Accounting, Tax, Auditing, US GAAP, General Ledger, Financial Analysis, Financial Accounting
Education
UNC Chapel Hill 2005 — 2010
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BS, Business Administration
Bernard Robinson & Company, LLP December 2012 - December 2013
Lincoln Financial Group March 2012 - December 2012
Skills
Financial Reporting, Nonprofits, Microsoft Excel, Accounting, Tax, Auditing, US GAAP, General Ledger, Financial Analysis, Financial Accounting
Education
UNC Chapel Hill 2005 — 2010
Masters, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
BS, Business Administration
Chris Delany Chris Delany's Lincoln Financial Group Experience June 2010 - August 2010
Job Actuarial Analyst at United Guaranty Corporation
Industry Insurance
Experience
United Guaranty Corporation May 2011 - Present
State Farm Insurance January 2011 - June 2011
Lincoln Financial Group June 2010 - August 2010
State Employees' Credit Union June 2009 - August 2009
Skills
Actuarial Science, Microsoft Excel, SAS, Quantative Analysis, Data Analysis, SAS programming
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.S., Mathematical Decision Sciences
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (BS), Mathematical Decision Sciences
United Guaranty Corporation May 2011 - Present
State Farm Insurance January 2011 - June 2011
Lincoln Financial Group June 2010 - August 2010
State Employees' Credit Union June 2009 - August 2009
Skills
Actuarial Science, Microsoft Excel, SAS, Quantative Analysis, Data Analysis, SAS programming
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.S., Mathematical Decision Sciences
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (BS), Mathematical Decision Sciences
Martina Bumgarner Martina Bumgarner's Lincoln Financial Group Experience June 1997 - December 1997
Job at
Industry Arts and Crafts
Experience
Charlotte-Mecklenburg Schools 2014 - Present
Cannon School August 2013 - Present
Charlotte Mecklenburg Schools August 2011 - Present
Home July 1998 - Present
Creative Memories March 2006 - January 2011
INTEGRITY BUILDERS, INC. September 1995 - July 1998
Lincoln Financial Group June 1997 - December 1997
Skills
Teaching, Editing, Public Speaking, Elementary Education, Classroom, Event Planning, Lesson Planning, Curriculum Development, Tutoring, Nonprofits, Volunteer Management, Community Outreach, Fundraising, Leadership Development, Program Development, Staff Development, Higher Education, Curriculum Design
Education
University of North Carolina at Charlotte 1990 — 1994
BA, Psychology, Religious Studies
Charlotte-Mecklenburg Schools 2014 - Present
Cannon School August 2013 - Present
Charlotte Mecklenburg Schools August 2011 - Present
Home July 1998 - Present
Creative Memories March 2006 - January 2011
INTEGRITY BUILDERS, INC. September 1995 - July 1998
Lincoln Financial Group June 1997 - December 1997
Skills
Teaching, Editing, Public Speaking, Elementary Education, Classroom, Event Planning, Lesson Planning, Curriculum Development, Tutoring, Nonprofits, Volunteer Management, Community Outreach, Fundraising, Leadership Development, Program Development, Staff Development, Higher Education, Curriculum Design
Education
University of North Carolina at Charlotte 1990 — 1994
BA, Psychology, Religious Studies
Johanne Andreasen Johanne Andreasen's Lincoln Financial Group Experience April 2012 - August 2012
Job Student at University of New Hampshire
Industry Biotechnology
Experience
Crowne Pointe Historic Inn and Spa May 2013 - September 2013
Rite Aid Pharmacy December 2012 - May 2013
Lincoln Financial Group April 2012 - August 2012
Men's Wearhouse May 2010 - March 2012
Skills
Sales, Sales Management, Customer Service, Fashion, PowerPoint, Inventory Management, Sales Process, Purchasing, Apparel, Human Resources
Education
University of New Hampshire 2010 — 2014
Bachelor of Science (B.S.) Biochemistry
LNA Health Careers LLC 2013 — 2013
Licensed Nursing Assistant, Health and Wellness, General
Crowne Pointe Historic Inn and Spa May 2013 - September 2013
Rite Aid Pharmacy December 2012 - May 2013
Lincoln Financial Group April 2012 - August 2012
Men's Wearhouse May 2010 - March 2012
Skills
Sales, Sales Management, Customer Service, Fashion, PowerPoint, Inventory Management, Sales Process, Purchasing, Apparel, Human Resources
Education
University of New Hampshire 2010 — 2014
Bachelor of Science (B.S.) Biochemistry
LNA Health Careers LLC 2013 — 2013
Licensed Nursing Assistant, Health and Wellness, General
Gi Yeon Han Gi Yeon Han's Lincoln Financial Group Experience April 2011 - April 2013
Job Senior Account Manager ECommerce at Home Meridian International
Industry Furniture
Experience
Home Meridian International July 2015 - Present
Home Meridian International June 2014 - July 2015
Home Meridian International April 2013 - June 2014
Lincoln Financial Group April 2011 - April 2013
Amazon BuyVIP September 2008 - November 2009
GE September 2007 - February 2008
Skills
Strategy, Logistics, Leadership, Supply Chain, Operations Management, Supply Chain Management, Process Improvement, E-commerce, Customer Service, Management, Team Management, Business Analysis, Performance Analysis, Microsoft Excel, Team Building, Forecasting, Data Analysis, Product Management, Order Fulfillment, Inventory Analysis, Supplier Evaluation, MS Excel, Training, Team Leadership, Vendor Management, Project Management, Cross-functional Team..., Program Management, CRM, Analysis, Retail, Change Management, Business Process..., Strategic Planning, Start-ups, Project Planning, Business Strategy, Account Management, SAP
Education
University of North Carolina at Greensboro 2012 — 2012
Graduate Certificate, Supply Chain, Logistics, and Transportation Management, GPA: 3.76
University of Applied Sciences Cologne - RFH 2003 — 2007
Dipl.-Media Economist (FH), Media Management
Home Meridian International July 2015 - Present
Home Meridian International June 2014 - July 2015
Home Meridian International April 2013 - June 2014
Lincoln Financial Group April 2011 - April 2013
Amazon BuyVIP September 2008 - November 2009
GE September 2007 - February 2008
Skills
Strategy, Logistics, Leadership, Supply Chain, Operations Management, Supply Chain Management, Process Improvement, E-commerce, Customer Service, Management, Team Management, Business Analysis, Performance Analysis, Microsoft Excel, Team Building, Forecasting, Data Analysis, Product Management, Order Fulfillment, Inventory Analysis, Supplier Evaluation, MS Excel, Training, Team Leadership, Vendor Management, Project Management, Cross-functional Team..., Program Management, CRM, Analysis, Retail, Change Management, Business Process..., Strategic Planning, Start-ups, Project Planning, Business Strategy, Account Management, SAP
Education
University of North Carolina at Greensboro 2012 — 2012
Graduate Certificate, Supply Chain, Logistics, and Transportation Management, GPA: 3.76
University of Applied Sciences Cologne - RFH 2003 — 2007
Dipl.-Media Economist (FH), Media Management
Ginger Moore Ginger Moore's Lincoln Financial Group Experience September 2010 - Present
Job Senior Project Manager at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group September 2010 - Present
UNC Greensboro October 2006 - January 2010
Wachovia Corporation May 1985 - April 2006
Education
University of North Carolina at Greensboro 1979 — 1982
BA, Sociology
Lincoln Financial Group September 2010 - Present
UNC Greensboro October 2006 - January 2010
Wachovia Corporation May 1985 - April 2006
Education
University of North Carolina at Greensboro 1979 — 1982
BA, Sociology
Jeff Collie, FSA, MAAA Jeff Collie, FSA, MAAA's Lincoln Financial Group Experience August 2012 - Present
Job AVP, IS/RS Strategy at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2012 - Present
Education
UNC Chapel Hill 2001 — 2005
Bachelor of Science (BS), Mathematical Decision Sciences
Lincoln Financial Group August 2012 - Present
Education
UNC Chapel Hill 2001 — 2005
Bachelor of Science (BS), Mathematical Decision Sciences
Jay Salamy, CFP Jay Salamy, CFP's Lincoln Financial Group Experience September 1992 - March 2007
Job Wealth Management and Financial Planning Professional
Industry Financial Services
Experience
Lincoln Financial Network March 2012 - May 2013
TD Wealth Managment Services, Inc. March 2007 - May 2010
Lincoln Financial Group September 1992 - March 2007
Invest Financial December 1989 - May 1992
Liberty Securities Corporation November 1987 - December 1989
Skills
Wealth Management, Strategic Planning, Risk Management, Insurance, Strategic Financial..., Retirement Planning, Investments, Financial Services, Investment Advisory, Relationship Management, Asset Management, Business Analysis, Financial Advisory, Mutual Funds, Series 63
Education
University of New Hampshire
Lincoln Financial Network March 2012 - May 2013
TD Wealth Managment Services, Inc. March 2007 - May 2010
Lincoln Financial Group September 1992 - March 2007
Invest Financial December 1989 - May 1992
Liberty Securities Corporation November 1987 - December 1989
Skills
Wealth Management, Strategic Planning, Risk Management, Insurance, Strategic Financial..., Retirement Planning, Investments, Financial Services, Investment Advisory, Relationship Management, Asset Management, Business Analysis, Financial Advisory, Mutual Funds, Series 63
Education
University of New Hampshire
Mareike Nuyda, CPA Mareike Nuyda, CPA's Lincoln Financial Group Experience July 2005 - October 2012
Job Tax Analyst III at National General Insurance
Industry Accounting
Experience
National General Insurance January 2015 - Present
Smith Leonard, PLLC January 2013 - December 2014
Lincoln Financial Group July 2005 - October 2012
Stanley Accounting Services March 1999 - July 2005
Skills
QuickBooks, Essbase, OneSource, Business Objects, Quicken, Corporate Pro, Premium Pro Enterprise, OneSource Tax, Pro-System FX Tax, Intelliforms, Best FAS for Windows, Equinox Payroll, Equinox G/L, One Write Plus, Perform Plus, MS Word, MS Excel, MS Power Point, Windows, Outlook Express, Corel WordPerfect, Caseware, Accounting, Account Reconciliation, Tax, Financial Statements, Auditing, Corporate Tax, Variance Analysis, Income Tax, Fixed Assets, Notary Public, CPA, General Ledger, Journal Entries, Bank Reconciliation, Tax Returns, ProSystem fx Tax, Tax Accounting, Payroll Taxes, Tax Preparation, Partnership Taxation, Internal Controls, Tax Advisory, Depreciation, Hyperion, Mergers & Acquisitions, Tax Research, Microsoft Excel
Education
University of North Carolina at Greensboro 1999 — 2000
Masters of Science, Accounting
University of North Carolina at Greensboro 1996 — 1999
Bachelors of Science, Accounting
National General Insurance January 2015 - Present
Smith Leonard, PLLC January 2013 - December 2014
Lincoln Financial Group July 2005 - October 2012
Stanley Accounting Services March 1999 - July 2005
Skills
QuickBooks, Essbase, OneSource, Business Objects, Quicken, Corporate Pro, Premium Pro Enterprise, OneSource Tax, Pro-System FX Tax, Intelliforms, Best FAS for Windows, Equinox Payroll, Equinox G/L, One Write Plus, Perform Plus, MS Word, MS Excel, MS Power Point, Windows, Outlook Express, Corel WordPerfect, Caseware, Accounting, Account Reconciliation, Tax, Financial Statements, Auditing, Corporate Tax, Variance Analysis, Income Tax, Fixed Assets, Notary Public, CPA, General Ledger, Journal Entries, Bank Reconciliation, Tax Returns, ProSystem fx Tax, Tax Accounting, Payroll Taxes, Tax Preparation, Partnership Taxation, Internal Controls, Tax Advisory, Depreciation, Hyperion, Mergers & Acquisitions, Tax Research, Microsoft Excel
Education
University of North Carolina at Greensboro 1999 — 2000
Masters of Science, Accounting
University of North Carolina at Greensboro 1996 — 1999
Bachelors of Science, Accounting
Dana Call Southard's Lincoln Financial Group Experience October 2014 - Present
Job Manager of Financial Reporting at Lincoln Financial Group
Industry Pharmaceuticals
Experience
Lincoln Financial Group October 2014 - Present
Merz North America March 2014 - October 2014
Nucor Corporation February 2013 - March 2014
Nucor Corporation March 2012 - February 2013
Nucor Corporation March 2009 - March 2012
Nucor May 2007 - March 2009
PricewaterhouseCoopers September 2005 - May 2007
Skills
Accounting, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Process Improvement, CPA, Budgets, Tax, SEC filings, Risk Assessment, SAP, Sarbanes-Oxley, Internal Audit, Financial Audits
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
Masters Degree, Accounting
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
Bachelor of Science, Business Administration
Lincoln Financial Group October 2014 - Present
Merz North America March 2014 - October 2014
Nucor Corporation February 2013 - March 2014
Nucor Corporation March 2012 - February 2013
Nucor Corporation March 2009 - March 2012
Nucor May 2007 - March 2009
PricewaterhouseCoopers September 2005 - May 2007
Skills
Accounting, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Process Improvement, CPA, Budgets, Tax, SEC filings, Risk Assessment, SAP, Sarbanes-Oxley, Internal Audit, Financial Audits
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
Masters Degree, Accounting
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Science, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
Bachelor of Science, Business Administration
Laura Hatley's Lincoln Financial Group Experience November 2009 - March 2012
Job AVP, Senior Financial Analyst Home Loans at Bank of America
Industry Accounting
Experience
Bank of America March 2012 - Present
Lincoln Financial Group November 2009 - March 2012
Lincoln Financial Group October 2006 - November 2009
PricewaterhouseCoopers 2004 - 2006
Skills
SEC filings, GAAP, Statutory Accounting, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Accounting, Auditing, Accounting, IFRS, Financial Analysis, Variance Analysis, General Ledger, Essbase, Corporate Finance
Education
University of North Carolina at Asheville 1999 — 2004
Bachelor of Science (B.S.), Accounting
Myers Park High 1994 — 1999
International Baccalaureate Diploma
Bank of America March 2012 - Present
Lincoln Financial Group November 2009 - March 2012
Lincoln Financial Group October 2006 - November 2009
PricewaterhouseCoopers 2004 - 2006
Skills
SEC filings, GAAP, Statutory Accounting, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Accounting, Auditing, Accounting, IFRS, Financial Analysis, Variance Analysis, General Ledger, Essbase, Corporate Finance
Education
University of North Carolina at Asheville 1999 — 2004
Bachelor of Science (B.S.), Accounting
Myers Park High 1994 — 1999
International Baccalaureate Diploma
Brandon Maley's Lincoln Financial Group Experience November 2007 - Present
Job IT Director of Application Developement at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group November 2007 - Present
GMAC Insurance June 1997 - October 2007
Education
University of North Carolina at Greensboro 1990 — 1997
Lincoln Financial Group November 2007 - Present
GMAC Insurance June 1997 - October 2007
Education
University of North Carolina at Greensboro 1990 — 1997
Lee Superville's Lincoln Financial Group Experience August 2008 - July 2009
Job Sales Representative at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors July 2009 - Present
Lincoln Financial Group August 2008 - July 2009
Lincoln Financial Group January 2008 - August 2008
Roys Business Consulting June 2007 - August 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Lincoln Financial Distributors July 2009 - Present
Lincoln Financial Group August 2008 - July 2009
Lincoln Financial Group January 2008 - August 2008
Roys Business Consulting June 2007 - August 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
Lee Superville's Lincoln Financial Group Experience January 2008 - Present
Job Staff Auditor at Lincoln Financial Group
Industry Investment Management
Experience
Lincoln Financial Group January 2008 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
Lincoln Financial Group January 2008 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
Cindy Davis, PMP's Lincoln Financial Group Experience May 2008 - August 2011
Job BB&T Project Office Project Manager II
Industry Information Technology and Services
Experience
BB&T August 2011 - Present
Lincoln Financial Group May 2008 - August 2011
GMAC Insurance January 2002 - October 2007
GMAC Insurance January 2000 - January 2002
GMAC Insurance November 1986 - January 2000
Skills
SDLC, Program Management, MS Project, PMP, Agile Methodologies, Management, Enterprise Architecture, Software Documentation
Education
University of North Carolina at Greensboro 1984 — 1991
Bachelor of Science, Mathematics, Minor in Computer Science
South Stokes High School 1980 — 1983
BB&T August 2011 - Present
Lincoln Financial Group May 2008 - August 2011
GMAC Insurance January 2002 - October 2007
GMAC Insurance January 2000 - January 2002
GMAC Insurance November 1986 - January 2000
Skills
SDLC, Program Management, MS Project, PMP, Agile Methodologies, Management, Enterprise Architecture, Software Documentation
Education
University of North Carolina at Greensboro 1984 — 1991
Bachelor of Science, Mathematics, Minor in Computer Science
South Stokes High School 1980 — 1983
Matt Vary's Lincoln Financial Group Experience March 2015 - Present
Job Director, Actuarial Valuation at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group April 2014 - March 2015
Lincoln Financial Group January 2010 - April 2014
WellPoint June 2006 - January 2010
Skills
Actuarial Science, Actuaries, Life Insurance, Valuation
Education
University of North Carolina at Chapel Hill 2002 — 2006
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group April 2014 - March 2015
Lincoln Financial Group January 2010 - April 2014
WellPoint June 2006 - January 2010
Skills
Actuarial Science, Actuaries, Life Insurance, Valuation
Education
University of North Carolina at Chapel Hill 2002 — 2006
Marshall Riggins's Lincoln Financial Group Experience October 2003 - March 2008
Job Senior Internal Wholesaler at Lincoln Financial Distributors, Inc
Industry Investment Management
Experience
Lincoln Financial Distributors, Inc March 2008 - Present
Lincoln Financial Group October 2003 - March 2008
Unifi, Inc. June 1995 - September 2003
Education
University of North Carolina at Chapel Hill 1991 — 1995
Lincoln Financial Distributors, Inc March 2008 - Present
Lincoln Financial Group October 2003 - March 2008
Unifi, Inc. June 1995 - September 2003
Education
University of North Carolina at Chapel Hill 1991 — 1995
Aniruddha Sengupta's Lincoln Financial Group Experience October 2008 - May 2009
Job Solutions Strategist, Cloud Solution Strategy, Oracle Applications Lab, Oracle
Industry Information Technology and Services
Experience
Oracle January 2014 - Present
Model N August 2011 - December 2013
Penson Financial Services August 2010 - July 2011
Intel Corporation August 2009 - June 2010
Lincoln Financial Group October 2008 - May 2009
Skills
Business Analysis, Systems Analysis, Data Warehousing, Business Intelligence, Project Management, Requirements Analysis, Requirements Gathering, Visio, SDLC, SQL, Agile Methodologies, Oracle, Integration, Software Project..., Software Development, Enterprise Architecture
Education
University of North Carolina at Charlotte 2005 — 2007
Master of Science (MS), Computer Science
Oracle January 2014 - Present
Model N August 2011 - December 2013
Penson Financial Services August 2010 - July 2011
Intel Corporation August 2009 - June 2010
Lincoln Financial Group October 2008 - May 2009
Skills
Business Analysis, Systems Analysis, Data Warehousing, Business Intelligence, Project Management, Requirements Analysis, Requirements Gathering, Visio, SDLC, SQL, Agile Methodologies, Oracle, Integration, Software Project..., Software Development, Enterprise Architecture
Education
University of North Carolina at Charlotte 2005 — 2007
Master of Science (MS), Computer Science
Gregor Maitland, CRCP™'s Lincoln Financial Group Experience October 2010 - Present
Job AVPInvestment Services at Lincoln Financial Network
Industry Financial Services
Experience
Lincoln Financial Group October 2010 - Present
Lincoln Financial Group July 2009 - October 2010
Lincoln Financial Group April 2007 - July 2009
Lincoln Financial Group February 2005 - April 2007
Lincoln Financial Group February 2004 - February 2005
Skills
FINRA, Series 24, AML, Series 7, Securities, Series 63, Broker-Dealer, Mutual Funds, Financial Regulation, Series 4, Series 53, Series 65, Financial Services, Risk Management, Investments, Management, Investment Advisory
Education
University of New Hampshire
Bachelor of Arts (B.A.), Communications
Lincoln Financial Group October 2010 - Present
Lincoln Financial Group July 2009 - October 2010
Lincoln Financial Group April 2007 - July 2009
Lincoln Financial Group February 2005 - April 2007
Lincoln Financial Group February 2004 - February 2005
Skills
FINRA, Series 24, AML, Series 7, Securities, Series 63, Broker-Dealer, Mutual Funds, Financial Regulation, Series 4, Series 53, Series 65, Financial Services, Risk Management, Investments, Management, Investment Advisory
Education
University of New Hampshire
Bachelor of Arts (B.A.), Communications
Skip Corneliussen's Lincoln Financial Group Experience March 2015 - Present
Job CPA
Industry Accounting
Experience
Lincoln Financial Group March 2015 - Present
Smith Leonard PLLC October 2012 - March 2015
Grant Thornton LLP August 2012 - September 2012
Grant Thornton September 2007 - July 2009
Skills
GAAP, Accounting, Assurance, Auditing, CPA, Financial Analysis, Financial Reporting, Internal Controls, US GAAP
Education
University of North Carolina at Chapel Hill
Lincoln Financial Group March 2015 - Present
Smith Leonard PLLC October 2012 - March 2015
Grant Thornton LLP August 2012 - September 2012
Grant Thornton September 2007 - July 2009
Skills
GAAP, Accounting, Assurance, Auditing, CPA, Financial Analysis, Financial Reporting, Internal Controls, US GAAP
Education
University of North Carolina at Chapel Hill
Brian Sumner's Lincoln Financial Group Experience April 2010 - February 2011
Job Special Projects Group Software at Apple Inc.
Industry Computer Software
Experience
Apple January 2015 - Present
Apple Inc. January 2011 - Present
Lincoln Financial Group April 2010 - February 2011
Lincoln Financial Group March 2008 - April 2009
VF Corporation January 2007 - March 2008
VF Corporation September 2005 - February 2007
Optimus Solutions April 2004 - September 2005
ACS May 2003 - April 2004
Onvance May 2002 - November 2002
Onvance May 2001 - May 2002
Skills
Enterprise Architecture, Hibernate, Java Enterprise Edition, Web Services, XML, JavaScript, WebSphere Application..., Java, SOAP, Eclipse, iOS development, JUnit, Spring, Oracle, Integration
Education
University of North Carolina at Chapel Hill 1998 — 2002
B.S. - Mathmatical Sciences/Computer Science
Apple January 2015 - Present
Apple Inc. January 2011 - Present
Lincoln Financial Group April 2010 - February 2011
Lincoln Financial Group March 2008 - April 2009
VF Corporation January 2007 - March 2008
VF Corporation September 2005 - February 2007
Optimus Solutions April 2004 - September 2005
ACS May 2003 - April 2004
Onvance May 2002 - November 2002
Onvance May 2001 - May 2002
Skills
Enterprise Architecture, Hibernate, Java Enterprise Edition, Web Services, XML, JavaScript, WebSphere Application..., Java, SOAP, Eclipse, iOS development, JUnit, Spring, Oracle, Integration
Education
University of North Carolina at Chapel Hill 1998 — 2002
B.S. - Mathmatical Sciences/Computer Science
Angela Shelton's Lincoln Financial Group Experience Senior New Business AssociateLincoln Financial GroupAugust 2002 - Present
Job Senior New Business Associate at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group Senior New Business AssociateLincoln Financial GroupAugust 2002 - Present
Lincoln Financial Group 2002 - 2011
Skills
Insurance, Business Analysis, Project Management, Leadership, Process Improvement, Strategic Planning, Vendor Management, SDLC, Microsoft Excel, Change Management, Relationship Management, Life Insurance, Underwriting, Strategic Financial..., Risk Management, Requirements Gathering, Customer Service
Education
University of North Carolina at Greensboro 1997 — 1999
Human Development and Family Studies, General
Lincoln Financial Group Senior New Business AssociateLincoln Financial GroupAugust 2002 - Present
Lincoln Financial Group 2002 - 2011
Skills
Insurance, Business Analysis, Project Management, Leadership, Process Improvement, Strategic Planning, Vendor Management, SDLC, Microsoft Excel, Change Management, Relationship Management, Life Insurance, Underwriting, Strategic Financial..., Risk Management, Requirements Gathering, Customer Service
Education
University of North Carolina at Greensboro 1997 — 1999
Human Development and Family Studies, General
Sol Kovach's Lincoln Financial Group Experience April 2006 - Present
Job Strategic Communications at Lincoln Financial Group
Industry Public Relations and Communications
Experience
Lincoln Financial Group April 2006 - Present
United Way of Greater Greensboro 2008 - 2009
Lincoln Financial Group 2006 - 2008
Jefferson Pilot Financial 2003 - 2006
Trone 1998 - 2002
Skills
Fundraising, Strategic Communications, Grants, Media Relations, Crisis Communications, Press Releases, Public Relations, Newsletters, Marketing Communications, Social Media, Event Planning, Internal Communications, Corporate Communications, Copywriting, Sponsorship, Event Management, Speech Writing, Marketing, Communications Planning, Microsoft Office
Education
University of North Carolina at Chapel Hill 1992 — 1996
B.A., Journalism & Mass Communication
High Point Central 1988 — 1992
Lincoln Financial Group April 2006 - Present
United Way of Greater Greensboro 2008 - 2009
Lincoln Financial Group 2006 - 2008
Jefferson Pilot Financial 2003 - 2006
Trone 1998 - 2002
Skills
Fundraising, Strategic Communications, Grants, Media Relations, Crisis Communications, Press Releases, Public Relations, Newsletters, Marketing Communications, Social Media, Event Planning, Internal Communications, Corporate Communications, Copywriting, Sponsorship, Event Management, Speech Writing, Marketing, Communications Planning, Microsoft Office
Education
University of North Carolina at Chapel Hill 1992 — 1996
B.A., Journalism & Mass Communication
High Point Central 1988 — 1992
Jim Sorge, CPA, CTP's Lincoln Financial Group Experience 1998 - 2003
Job Internal Controls at Volvo Financial Services
Industry Financial Services
Experience
Volvo Financial Services January 2012 - Present
Volvo Financial Services May 2003 - January 2012
Lincoln Financial Group 1998 - 2003
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Risk Management, Corporate Finance, Finance, Auditing, Strategic Financial..., Financial Risk, Process Improvement, Financial Reporting, Internal Audit, Financial Services, Treasury, Insurance, Credit, Cash Management, Credit Risk
Education
Webster University 1991 — 1992
Master of Arts, Business
UNC Chapel Hill 1984 — 1988
Bachelor of Arts, Industrial Relations
Volvo Financial Services January 2012 - Present
Volvo Financial Services May 2003 - January 2012
Lincoln Financial Group 1998 - 2003
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Risk Management, Corporate Finance, Finance, Auditing, Strategic Financial..., Financial Risk, Process Improvement, Financial Reporting, Internal Audit, Financial Services, Treasury, Insurance, Credit, Cash Management, Credit Risk
Education
Webster University 1991 — 1992
Master of Arts, Business
UNC Chapel Hill 1984 — 1988
Bachelor of Arts, Industrial Relations
Gregory Richmond's Lincoln Financial Group Experience January 2015 - Present
Job Program Director, Strategic Sourcing at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2015 - Present
GlaxoSmithKline April 2014 - December 2014
GlaxoSmithKline June 2013 - April 2014
GlaxoSmithKline July 2011 - June 2013
GSK 2012 - 2013
GlaxoSmithKline January 2010 - June 2011
GlaxoSmithKline July 2009 - January 2010
GlaxoSmithKline July 2007 - January 2010
GlaxoSmithKline July 2008 - July 2009
Basketball Marathon, Inc. 2005 - 2009
Skills
eSourcing, Procurement, Supply Chain Management, Excel, Optimization, PowerPoint, Presenting Ideas, Competitive Bidding, Continuous Improvement, Contract Negotiation, Contract Management, Online Auctions, Reverse Auctions, eProcurement, Supplier Qualification, Negotiation, Microsoft Excel, E-procurement, Mergers and Acquisitions, Project Management, Sourcing, Strategic Sourcing, Strategy, Cross-functional Team..., Supply Chain, Global Sourcing, Program Management, Supplier Evaluation, Six Sigma, Product Development, Spend Analysis, Leadership, Business Development, Supply Management, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania
Master of Science (MSc)
University of North Carolina at Chapel Hill
Bachelor of Science, Psychology and Economics (Double Major)
Lincoln Financial Group January 2015 - Present
GlaxoSmithKline April 2014 - December 2014
GlaxoSmithKline June 2013 - April 2014
GlaxoSmithKline July 2011 - June 2013
GSK 2012 - 2013
GlaxoSmithKline January 2010 - June 2011
GlaxoSmithKline July 2009 - January 2010
GlaxoSmithKline July 2007 - January 2010
GlaxoSmithKline July 2008 - July 2009
Basketball Marathon, Inc. 2005 - 2009
Skills
eSourcing, Procurement, Supply Chain Management, Excel, Optimization, PowerPoint, Presenting Ideas, Competitive Bidding, Continuous Improvement, Contract Negotiation, Contract Management, Online Auctions, Reverse Auctions, eProcurement, Supplier Qualification, Negotiation, Microsoft Excel, E-procurement, Mergers and Acquisitions, Project Management, Sourcing, Strategic Sourcing, Strategy, Cross-functional Team..., Supply Chain, Global Sourcing, Program Management, Supplier Evaluation, Six Sigma, Product Development, Spend Analysis, Leadership, Business Development, Supply Management, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania
Master of Science (MSc)
University of North Carolina at Chapel Hill
Bachelor of Science, Psychology and Economics (Double Major)
Kate Brittain's Lincoln Financial Group Experience September 2011 - November 2011
Job Respiratory Technician at Advanced Home Care
Industry Hospital & Health Care
Experience
Advanced Home Care September 2012 - Present
Lincoln Financial Group September 2011 - November 2011
Applied Copier Concepts February 2010 - August 2011
Vector Marketing March 2009 - January 2010
2009-2010 March 2009 - January 2010
2009 March 2009 - January 2010
VECTOR MARKETING CORPORATION March 2009 - January 2010
American Red Cross, Greater Carolinas Chapter August 2008 - December 2008
American Red Cross July 2008 - December 2008
World Harvest Mission May 2008 - July 2008
Skills
Training, Sales, Management, New Business Development, Recruiting, Lead Generation, Networking, Insurance, Medical Devices, Customer Service, Account Management, Marketing, Sales Operations, Team Building, Public Speaking
Education
The University of North Carolina at 2004 — 2008
Bachelor of Arts, Health Communications; Health
University of North Carolina at Charlotte 2004 — 2008
BA, Health Communications, Interdisciplinary Health
Advanced Home Care September 2012 - Present
Lincoln Financial Group September 2011 - November 2011
Applied Copier Concepts February 2010 - August 2011
Vector Marketing March 2009 - January 2010
2009-2010 March 2009 - January 2010
2009 March 2009 - January 2010
VECTOR MARKETING CORPORATION March 2009 - January 2010
American Red Cross, Greater Carolinas Chapter August 2008 - December 2008
American Red Cross July 2008 - December 2008
World Harvest Mission May 2008 - July 2008
Skills
Training, Sales, Management, New Business Development, Recruiting, Lead Generation, Networking, Insurance, Medical Devices, Customer Service, Account Management, Marketing, Sales Operations, Team Building, Public Speaking
Education
The University of North Carolina at 2004 — 2008
Bachelor of Arts, Health Communications; Health
University of North Carolina at Charlotte 2004 — 2008
BA, Health Communications, Interdisciplinary Health
Lakia Poole's Lincoln Financial Group Experience February 2008 - October 2008
Job Production Assistant at Mediacom
Industry Media Production
Experience
Mediacom May 2009 - Present
Iowa Homeless Youth Centers October 2007 - June 2009
Lincoln Financial Group February 2008 - October 2008
Education
University of North Carolina at Greensboro 2002 — 2006
Bachelor's, Broadcasting and Cinema; Women's and Gender Studies (double major)
Mediacom May 2009 - Present
Iowa Homeless Youth Centers October 2007 - June 2009
Lincoln Financial Group February 2008 - October 2008
Education
University of North Carolina at Greensboro 2002 — 2006
Bachelor's, Broadcasting and Cinema; Women's and Gender Studies (double major)
Gregg Stoddard's Lincoln Financial Group Experience October 1991 - October 2003
Job Senior Manager, Quality Assurance at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments October 2003 - Present
Lincoln Financial Group October 1991 - October 2003
Education
University of New Hampshire 1986 — 1990
Bachelor of Science (B.S.), Mathematics
Fidelity Investments October 2003 - Present
Lincoln Financial Group October 1991 - October 2003
Education
University of New Hampshire 1986 — 1990
Bachelor of Science (B.S.), Mathematics
Renea McGuire's Lincoln Financial Group Experience September 2012 - Present
Job Senior Financial Analyst (Analyst) at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group September 2012 - Present
Lincoln Financial Group October 2011 - September 2012
Lincoln Financial Group June 2009 - October 2011
Takata October 2006 - June 2009
Grant Thornton August 2005 - September 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, Microsoft Excel, Financial Planning, Internal Controls, General Ledger, Auditing, Process Improvement, Financial Accounting, Internal Audit, Account Reconciliation, Access, Insurance, Strategic Financial..., Finance, Forecasting, Microsoft Office, Variance Analysis, Accounts Receivable, Essbase, Analysis, Budgets, Cost Accounting, Financial Statements, Accounts Payable, PeopleSoft
Education
University of North Carolina at Greensboro 2003 — 2005
Master of Science, Accountantcy
University of North Carolina at Chapel Hill 1999 — 2003
Journalism, Graphic Design
Western Guilford
Lincoln Financial Group September 2012 - Present
Lincoln Financial Group October 2011 - September 2012
Lincoln Financial Group June 2009 - October 2011
Takata October 2006 - June 2009
Grant Thornton August 2005 - September 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, Microsoft Excel, Financial Planning, Internal Controls, General Ledger, Auditing, Process Improvement, Financial Accounting, Internal Audit, Account Reconciliation, Access, Insurance, Strategic Financial..., Finance, Forecasting, Microsoft Office, Variance Analysis, Accounts Receivable, Essbase, Analysis, Budgets, Cost Accounting, Financial Statements, Accounts Payable, PeopleSoft
Education
University of North Carolina at Greensboro 2003 — 2005
Master of Science, Accountantcy
University of North Carolina at Chapel Hill 1999 — 2003
Journalism, Graphic Design
Western Guilford
Tim Fraser's Lincoln Financial Group Experience 1987 - 2008
Job Branch Planning Consultant at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments September 2014 - Present
American National Insurance August 2010 - September 2014
Lincoln Financial Distributors September 1987 - December 2008
Lincoln Financial Group 1987 - 2008
Jefferson Pilot Financial 2000 - 2002
Chubb Life Insurance Company 1987 - 1996
Skills
Life Insurance, Marketing, Retirement Planning, Retirement, Term Life Insurance, Sales, Financial Services, Whole Life, Disability Insurance, Estate Planning, Commercial Insurance, Employee Benefits, Long-term Care, Universal Life, General Insurance, Wealth Management, Insurance, 401k, Financial Planners, Business Planning, Long Term Care Insurance, Mutual Funds, Asset Management, Financial Advisory, Financial Analysis, IRAs, Portfolio Management, Relationship Management, Small Business, Underwriting, Fixed Annuities, Annuities, Property
Education
University of New Hampshire 1980 — 1984
BS, Business Administration
Fidelity Investments September 2014 - Present
American National Insurance August 2010 - September 2014
Lincoln Financial Distributors September 1987 - December 2008
Lincoln Financial Group 1987 - 2008
Jefferson Pilot Financial 2000 - 2002
Chubb Life Insurance Company 1987 - 1996
Skills
Life Insurance, Marketing, Retirement Planning, Retirement, Term Life Insurance, Sales, Financial Services, Whole Life, Disability Insurance, Estate Planning, Commercial Insurance, Employee Benefits, Long-term Care, Universal Life, General Insurance, Wealth Management, Insurance, 401k, Financial Planners, Business Planning, Long Term Care Insurance, Mutual Funds, Asset Management, Financial Advisory, Financial Analysis, IRAs, Portfolio Management, Relationship Management, Small Business, Underwriting, Fixed Annuities, Annuities, Property
Education
University of New Hampshire 1980 — 1984
BS, Business Administration
Laura Chenoweth, ACS, ALMI's Lincoln Financial Group Experience January 2014 - Present
Job Employee Activity Committee Chair at Lincoln Financial Group, Concord
Industry Insurance
Experience
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group June 2011 - Present
Lincoln Financial Group March 2007 - May 2011
Sagemark Consulting October 2005 - March 2007
Skills
Insurance, Life Insurance, Relationship Management, Strategic Planning, Marketing Strategy, Leadership, Process Improvement, Marketing, Public Speaking, Account Management, Business Analysis, Customer Service, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Social Media Marketing, Financial Services, Event Planning
Education
University of New Hampshire 2000 — 2004
Bachelor of Science (B.S.), Communication
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group June 2011 - Present
Lincoln Financial Group March 2007 - May 2011
Sagemark Consulting October 2005 - March 2007
Skills
Insurance, Life Insurance, Relationship Management, Strategic Planning, Marketing Strategy, Leadership, Process Improvement, Marketing, Public Speaking, Account Management, Business Analysis, Customer Service, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Social Media Marketing, Financial Services, Event Planning
Education
University of New Hampshire 2000 — 2004
Bachelor of Science (B.S.), Communication
Sean Meighan's Lincoln Financial Group Experience August 2014 - Present
Job AVP, Advisory Services at Lincoln Financial Network
Industry Financial Services
Experience
Lincoln Financial Group August 2014 - Present
Lincoln Financial Group October 2011 - August 2014
Independent Financial Advisor September 2007 - October 2011
Skills
Series 7, Series 66, Retirement Planning, Investments, Financial Services, Mutual Funds, Series 63, Wealth Management, Asset Management, Waves, Muscle Cars, Futures, Fixed Annuities, Big Brother, Finance, Insurance, Securities
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2007
MBA, International Business
University of New Hampshire 2002 — 2006
Bachelor of Science (B.S.), Biochemistry
Lincoln Financial Group August 2014 - Present
Lincoln Financial Group October 2011 - August 2014
Independent Financial Advisor September 2007 - October 2011
Skills
Series 7, Series 66, Retirement Planning, Investments, Financial Services, Mutual Funds, Series 63, Wealth Management, Asset Management, Waves, Muscle Cars, Futures, Fixed Annuities, Big Brother, Finance, Insurance, Securities
Education
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2007
MBA, International Business
University of New Hampshire 2002 — 2006
Bachelor of Science (B.S.), Biochemistry
Pat Kinlaw's Lincoln Financial Group Experience August 2011 - Present
Job Project Management/Reengineering/Call Center Management
Industry Financial Services
Experience
Lincoln Financial Group August 2011 - Present
American Express 2006 - June 2011
American Express 1997 - 2006
American Express 1990 - 1996
American Express 1987 - 1990
Arthur Anderson 1984 - 1987
Skills
Project Management, Call Center, Process Improvement, Business Process..., CPA, Vendor Management, Credit Cards, Offshore Outsourcing, BPO, Quality Management, Outsourcing, Re-engineering, Relationship Management, Risk Management, Customer Service, Workforce Management, Change Management, Forecasting, Business Analysis, Financial Analysis, Call Centers, Six Sigma, Leadership, Cross-functional Team..., Financial Services, Customer Experience, Operations Management, Financial Risk, Management, Budgets, Team Management, Analysis, Program Management, Business Process, Strategy, Finance, Analytics, PMO
Education
University of North Carolina at Chapel Hill 1980 — 1984
BS, Business Administration and Accounting
Lincoln Financial Group August 2011 - Present
American Express 2006 - June 2011
American Express 1997 - 2006
American Express 1990 - 1996
American Express 1987 - 1990
Arthur Anderson 1984 - 1987
Skills
Project Management, Call Center, Process Improvement, Business Process..., CPA, Vendor Management, Credit Cards, Offshore Outsourcing, BPO, Quality Management, Outsourcing, Re-engineering, Relationship Management, Risk Management, Customer Service, Workforce Management, Change Management, Forecasting, Business Analysis, Financial Analysis, Call Centers, Six Sigma, Leadership, Cross-functional Team..., Financial Services, Customer Experience, Operations Management, Financial Risk, Management, Budgets, Team Management, Analysis, Program Management, Business Process, Strategy, Finance, Analytics, PMO
Education
University of North Carolina at Chapel Hill 1980 — 1984
BS, Business Administration and Accounting
John Cahill, CLU, ChFC, CFP's Lincoln Financial Group Experience February 2010 - May 2010
Job Retired
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.) August 2010 - March 2011
Lincoln Financial Group February 2010 - May 2010
Metropolitan Life Insurance Company March 2006 - July 2009
John Hancock Life Insurance Company (U.S.A.) February 2001 - March 2006
New England Financial February 2000 - February 2001
Amica February 1999 - February 2000
Metropolitan Life June 1996 - January 1999
Sun Life Financial 1984 - 1996
Skills
Life Insurance, Product Management
Education
University of New Haven
B.S
John Hancock Life Insurance Company (U.S.A.) August 2010 - March 2011
Lincoln Financial Group February 2010 - May 2010
Metropolitan Life Insurance Company March 2006 - July 2009
John Hancock Life Insurance Company (U.S.A.) February 2001 - March 2006
New England Financial February 2000 - February 2001
Amica February 1999 - February 2000
Metropolitan Life June 1996 - January 1999
Sun Life Financial 1984 - 1996
Skills
Life Insurance, Product Management
Education
University of New Haven
B.S
Ruth Dahlinghaus's Lincoln Financial Group Experience April 1989 - Present
Job Senior Associate Actuary at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 1989 - Present
Winston-Salem/Forsyth County Schools August 1987 - January 1989
Skills
ALM, Risk Management, Actuarial Science
Education
University of North Carolina at Chapel Hill
MAT, Mathematics Education
University of North Carolina at Greensboro
BS, Mathematics
Lincoln Financial Group April 1989 - Present
Winston-Salem/Forsyth County Schools August 1987 - January 1989
Skills
ALM, Risk Management, Actuarial Science
Education
University of North Carolina at Chapel Hill
MAT, Mathematics Education
University of North Carolina at Greensboro
BS, Mathematics
Dottie Tieslau's Lincoln Financial Group Experience January 2012 - Present
Job Atlanta Disability Site Lead at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2012 - Present
The Hartford April 2007 - January 2012
Prudential Insurance 1983 - 1991
Skills
Insurance, Process Improvement, Customer Service, Microsoft Office, Strategic Planning, Employee Benefits, Management, Disability Insurance, Leadership, Performance Management, Risk Management, Coaching, Team Building, Call Centers, Training, Life Insurance, Health Insurance
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Psychology/Recreation Administration
Vineland High School 1975 — 1979
Lincoln Financial Group January 2012 - Present
The Hartford April 2007 - January 2012
Prudential Insurance 1983 - 1991
Skills
Insurance, Process Improvement, Customer Service, Microsoft Office, Strategic Planning, Employee Benefits, Management, Disability Insurance, Leadership, Performance Management, Risk Management, Coaching, Team Building, Call Centers, Training, Life Insurance, Health Insurance
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Psychology/Recreation Administration
Vineland High School 1975 — 1979
Brian Mascia's Lincoln Financial Group Experience June 2014 - Present
Job Director, Financial Reporting at Lincoln Financial Group
Industry
Experience
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group June 2004 - Present
EY October 2002 - June 2004
Skills
CPA, Financial Analysis, Financial Reporting, US GAAP, SEC filings
Education
Grimsley
UNC Chapel Hill
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group June 2004 - Present
EY October 2002 - June 2004
Skills
CPA, Financial Analysis, Financial Reporting, US GAAP, SEC filings
Education
Grimsley
UNC Chapel Hill
Paul Spurr's Lincoln Financial Group Experience May 2012 - Present
Job Vice President, Life Solutions Financial Management and Strategy at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2012 - Present
Lincoln Financial Group April 2006 - May 2012
Jefferson Pilot Financial February 2005 - March 2006
Jefferson Pilot Financial February 2001 - January 2005
Jefferson Pilot Financial January 1998 - January 2001
USLIFE September 1994 - December 1997
MacKeen & Bailey December 1988 - September 1994
Integon Life Insurance Company June 1986 - November 1988
Skills
Life Insurance, Actuarial Science, Insurance, Reinsurance, Retirement, Fixed Annuities, Financial Analysis, Valuation, Finance, Strategy, Strategic Financial..., Analysis, Mergers & Acquisitions, Brokers, Financial Reporting, Risk Management, Underwriting, Financial Planning
Education
University of North Carolina at Chapel Hill 1979 — 1983
Bachelor of Science (B.S.), Mathematics
University of North Carolina at Chapel Hill 1983 — 1986
Master of Science (M.S.), Mathematics
Lincoln Financial Group May 2012 - Present
Lincoln Financial Group April 2006 - May 2012
Jefferson Pilot Financial February 2005 - March 2006
Jefferson Pilot Financial February 2001 - January 2005
Jefferson Pilot Financial January 1998 - January 2001
USLIFE September 1994 - December 1997
MacKeen & Bailey December 1988 - September 1994
Integon Life Insurance Company June 1986 - November 1988
Skills
Life Insurance, Actuarial Science, Insurance, Reinsurance, Retirement, Fixed Annuities, Financial Analysis, Valuation, Finance, Strategy, Strategic Financial..., Analysis, Mergers & Acquisitions, Brokers, Financial Reporting, Risk Management, Underwriting, Financial Planning
Education
University of North Carolina at Chapel Hill 1979 — 1983
Bachelor of Science (B.S.), Mathematics
University of North Carolina at Chapel Hill 1983 — 1986
Master of Science (M.S.), Mathematics
Kyle Rhash's Lincoln Financial Group Experience May 2012 - August 2012
Job Student at University of North Carolina at Chapel Hill
Industry Financial Services
Experience
Lincoln Financial Group May 2012 - August 2012
United States Soccer Federation January 2005 - January 2011
Education
University of North Carolina at Chapel Hill 2009 — 2012
Bachelor of Science (BS), Math Decision Sciences
Lincoln Financial Group May 2012 - August 2012
United States Soccer Federation January 2005 - January 2011
Education
University of North Carolina at Chapel Hill 2009 — 2012
Bachelor of Science (BS), Math Decision Sciences
Carla McClary's Lincoln Financial Group Experience June 2007 - February 2009
Job Marketing Specialist at Biscuitville
Industry Marketing and Advertising
Experience
Biscuitville January 2013 - Present
Anua February 2011 - January 2013
Lincoln Financial Group June 2007 - February 2009
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2004 — 2006
Communications
University of North Carolina at Wilmington 2002 — 2004
Forest Hills High School 1998 — 2002
Biscuitville January 2013 - Present
Anua February 2011 - January 2013
Lincoln Financial Group June 2007 - February 2009
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel
Education
University of North Carolina at Chapel Hill 2004 — 2006
Communications
University of North Carolina at Wilmington 2002 — 2004
Forest Hills High School 1998 — 2002
Dan Fusaiotti's Lincoln Financial Group Experience November 2012 - Present
Job Senior Financial Analyst (Analyst) at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group November 2012 - Present
Lincoln Financial Group January 2009 - November 2012
Ciba Specialty Chemicals June 2007 - January 2009
Grant Thornton LLP January 2006 - June 2007
Skills
Sarbanes-Oxley Act, Financial Reporting, Essbase, Financial Analysis, Variance Analysis, Accounting, GAAP, Financial Accounting, Hyperion Planning, Hyperion HFM, Strategic Financial..., Auditing, Sarbanes-Oxley, Hyperion Enterprise, Internal Controls, SEC filings, Financial Planning
Education
University of North Carolina at Greensboro 2003 — 2005
Masters of Science in Accounting, Accounting
University of North Carolina at Chapel Hill 1999 — 2003
BA, Economics
Lincoln Financial Group November 2012 - Present
Lincoln Financial Group January 2009 - November 2012
Ciba Specialty Chemicals June 2007 - January 2009
Grant Thornton LLP January 2006 - June 2007
Skills
Sarbanes-Oxley Act, Financial Reporting, Essbase, Financial Analysis, Variance Analysis, Accounting, GAAP, Financial Accounting, Hyperion Planning, Hyperion HFM, Strategic Financial..., Auditing, Sarbanes-Oxley, Hyperion Enterprise, Internal Controls, SEC filings, Financial Planning
Education
University of North Carolina at Greensboro 2003 — 2005
Masters of Science in Accounting, Accounting
University of North Carolina at Chapel Hill 1999 — 2003
BA, Economics
Clair Hilliard's Lincoln Financial Group Experience June 2012 - Present
Job Actuarial Analyst II at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group June 2012 - Present
UNC Charlotte August 2009 - June 2012
Carowinds Amusement Park May 2011 - October 2011
Lake Reidsville May 2009 - August 2010
Skills
Actuarial Science, VBA, Microsoft Excel, Access, Hedging, Public Speaking
Education
University of North Carolina at Charlotte 2008 — 2012
B.S., Mathematics, Actuarial Science, Statistics
Lincoln Financial Group June 2012 - Present
UNC Charlotte August 2009 - June 2012
Carowinds Amusement Park May 2011 - October 2011
Lake Reidsville May 2009 - August 2010
Skills
Actuarial Science, VBA, Microsoft Excel, Access, Hedging, Public Speaking
Education
University of North Carolina at Charlotte 2008 — 2012
B.S., Mathematics, Actuarial Science, Statistics
Ari Johnson's Lincoln Financial Group Experience May 2011 - August 2011
Job Marketing Analyst Lead at Aetna
Industry Insurance
Experience
Aetna March 2013 - Present
Aetna September 2012 - March 2013
Travelers June 2012 - August 2012
Lincoln Financial Group May 2011 - August 2011
University of North Carolina at Greensboro 2010 - 2011
Zhang Jiang HR November 2009 - June 2010
Skills
SAS, Econometrics, Data Mining, Investments, Research, Statistical Modeling, Statistics, Stata, Economics, Data Analysis, Quantitative Analytics, SPSS, Analysis, Matlab, Econometric Modeling, Macroeconomics, Portfolio Management, Quantitative Research
Education
University of North Carolina at Greensboro 2010 — 2011
M.A., Applied Economics
University of Wisconsin-Madison 1998 — 2003
B.A., Economics/Political Science
Aetna March 2013 - Present
Aetna September 2012 - March 2013
Travelers June 2012 - August 2012
Lincoln Financial Group May 2011 - August 2011
University of North Carolina at Greensboro 2010 - 2011
Zhang Jiang HR November 2009 - June 2010
Skills
SAS, Econometrics, Data Mining, Investments, Research, Statistical Modeling, Statistics, Stata, Economics, Data Analysis, Quantitative Analytics, SPSS, Analysis, Matlab, Econometric Modeling, Macroeconomics, Portfolio Management, Quantitative Research
Education
University of North Carolina at Greensboro 2010 — 2011
M.A., Applied Economics
University of Wisconsin-Madison 1998 — 2003
B.A., Economics/Political Science
Josh Maclaga's Lincoln Financial Group Experience 2012 - Present
Job Sr. Actuarial Analyst at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group 2012 - Present
Unum 2010 - 2012
Education
UNC Chapel Hill 2006 — 2010
Bachelor's degree, Economics
Lincoln Financial Group 2012 - Present
Unum 2010 - 2012
Education
UNC Chapel Hill 2006 — 2010
Bachelor's degree, Economics
Scott Deas's Lincoln Financial Group Experience September 2007 - Present
Job Oracle Database Administrator at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2007 - Present
Lincoln Financial Group April 2006 - September 2007
Jefferson Pilot Financial January 2005 - March 2006
Jefferson Pilot Financial May 2002 - January 2005
Skills
Oracle RAC, Oracle, Oracle Enterprise..., SQL, Oracle SQL Developer, RMAN, Database Design, Database Administration, Relational Databases, Managing Database, Unix, SQL*Plus, Performance Tuning, SQL Tuning, PeopleSoft, Star Schema, Disaster Recovery, Capacity Planning, PL/SQL, Data Migration, ETL
Education
University of North Carolina at Greensboro 1999 — 2002
Bachelor of Science (BS), Information Systems and Operation Management
Lincoln Financial Group September 2007 - Present
Lincoln Financial Group April 2006 - September 2007
Jefferson Pilot Financial January 2005 - March 2006
Jefferson Pilot Financial May 2002 - January 2005
Skills
Oracle RAC, Oracle, Oracle Enterprise..., SQL, Oracle SQL Developer, RMAN, Database Design, Database Administration, Relational Databases, Managing Database, Unix, SQL*Plus, Performance Tuning, SQL Tuning, PeopleSoft, Star Schema, Disaster Recovery, Capacity Planning, PL/SQL, Data Migration, ETL
Education
University of North Carolina at Greensboro 1999 — 2002
Bachelor of Science (BS), Information Systems and Operation Management
Aaron Blank's Lincoln Financial Group Experience May 2015 - Present
Job Specialist, Business Systems Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2015 - Present
Lincoln Financial Group September 2013 - May 2015
Lincoln Financial Group June 2009 - September 2013
Lincoln Financial Group October 2007 - May 2009
Lincoln Financial Group January 2007 - September 2007
Lincoln Financial Group August 2006 - January 2007
Lincoln Financial Group March 2005 - December 2006
Lincoln Financial Group January 2004 - March 2005
Skills
Microsoft Excel, Leadership, Customer Service, Insurance, Process Improvement, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2002
Bachelor of Science (BS), Business Administration
Lincoln Financial Group May 2015 - Present
Lincoln Financial Group September 2013 - May 2015
Lincoln Financial Group June 2009 - September 2013
Lincoln Financial Group October 2007 - May 2009
Lincoln Financial Group January 2007 - September 2007
Lincoln Financial Group August 2006 - January 2007
Lincoln Financial Group March 2005 - December 2006
Lincoln Financial Group January 2004 - March 2005
Skills
Microsoft Excel, Leadership, Customer Service, Insurance, Process Improvement, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1997 — 2002
Bachelor of Science (BS), Business Administration
Debra Blount's Lincoln Financial Group Experience Sr Program ManagerDun and Bradstreet2013 - 2014
Job Sr. Program and Project Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group Sr Program ManagerDun and Bradstreet2013 - 2014
Skills
Program Management, Process Improvement, Management, Agile Methodologies, Project Management, Vendor Management, PMP, PMO, Mentoring, Continuous Improvement, Community Outreach, Team Building, Team Leadership, Collaborative Problem..., Business Analysis, SDLC, Software Project...
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelor of Science (B.S.), Mathematics and Computer Science
Lincoln Financial Group Sr Program ManagerDun and Bradstreet2013 - 2014
Skills
Program Management, Process Improvement, Management, Agile Methodologies, Project Management, Vendor Management, PMP, PMO, Mentoring, Continuous Improvement, Community Outreach, Team Building, Team Leadership, Collaborative Problem..., Business Analysis, SDLC, Software Project...
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelor of Science (B.S.), Mathematics and Computer Science
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO