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
MarketShare May 2014 - Present
Lincoln Financial Group June 2012 - September 2012
Skills
Statistics, Machine Learning, Data Management, SAS, Predictive Modeling, Marketing Analytics, Data Analysis, SQL, SPSS, Eviews, Statistical Modeling, Matlab, R, C++, Microsoft Excel, C, Mandarin, Microsoft Office
Education
University of Southern California 2011 — 2013
Master's degree, Statistics
Lincoln Financial Group April 2015 - Present
Fox Chase Bank July 2013 - April 2015
Fox Chase Bank May 2012 - June 2013
Skills
Banking, Cash Management, Financial Analysis, Finance, Business Analysis, Microsoft Excel, Process Improvement
Education
Villanova University 2013 — 2014
Master Certificate In Business Analysis
University of Pittsburgh 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Sycamore Hills Golf Club May 2012 - Present
Empyrean Events and Caterings November 2013 - January 2015
Lincoln Financial Group October 2014 - December 2014
Skills
Microsoft Office, Integrated Marketing, Marketing, Customer Service, Microsoft Excel, Sales, PowerPoint, Time Management
Education
University of Saint Francis 2013 — 2017
Business Administration
Homestead High School 2009 — 2013
TZ Insurance September 2014 - Present
Premier Insurance Benefits January 2014 - July 2014
Aflac February 2013 - December 2013
AEGON Americas September 2010 - December 2012
On Sabbatical January 2007 - August 2010
ING Investment Management January 2000 - March 2007
Lincoln Financial Group May 1998 - December 1999
Citi January 1995 - April 1998
Prudential Financial September 1988 - December 1994
Skills
Retirement Planning, Employee Benefits, Life Insurance, Annuity Sales, Mutual Funds, IRAs, Benefits Enrollment, 401k, Financial Services, 403b, Finance, Investments, Fixed Annuities, Pensions, 403 b, Disability Insurance
Education
University of South Florida - College of Business Administration 1986 — 1988
Bachelor's degree, Marketing
The Judge Group March 2015 - Present
Philadelphia 76ers August 2013 - March 2015
Global Spectrum/XL Center May 2013 - August 2013
AEG/XL Center September 2011 - May 2013
Automatic Data Processing January 2011 - September 2011
Lincoln Financial Group August 2009 - January 2011
Skills
Social Media Marketing, Sales, Sales Process, Social Media, Customer Service, Advertising, Microsoft Office, Marketing Strategy, Outlook, Marketing Communications, Microsoft Word, PowerPoint, Public Relations, Microsoft Excel, Salesforce.com, Team Building, Cold Calling, Account Management, Marketing, Event Planning, Sales Operations, Ticket Sales, Sales Management, Sports Marketing, Youth Programs, Basketball, Group Events, Teamwork
Education
University of Rhode Island 2005 — 2009
Bachelor of Arts, Marketing & Communications
Conard High School
Lincoln Financial Group September 2008 - Present
Lincoln Financial Group September 2007 - August 2008
Delaware Investments September 2006 - August 2007
Central European Teaching Program January 2006 - June 2006
Lincoln Financial Distributors January 2005 - December 2005
CBS News Productions July 2004 - December 2004
ABC News Productions June 2003 - May 2004
Skills
Training, Employee Benefits, Performance Management, Talent Management, Human Resources, New Hire Orientations, Onboarding, Succession Planning, Talent Acquisition, Strategic Planning, Process Improvement, Leadership, Marketing, College Recruiting
Education
University of Pittsburgh 1999 — 2003
Bachelor of Arts (B.A.), Communication, General
Villanova University
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group November 2011 - December 2013
Creative Financial Group July 2008 - October 2011
Skills
Insurance, Retirement, Finance, Business Development, Training, Analysis, Asset Allocation, Financial Advisory, Financial Risk, Financial Services, Mutual Funds, Retirement Planning, Series 6
Education
University of Scranton 2004 — 2008
Management & Finance
La Salle College High School 2000 — 2004
Lincoln Financial Group December 2014 - Present
Amica Mutual Insurance Co. June 2012 - August 2014
Skills
Life Insurance, Claims Handling, Liability, Claim Investigation, Claim, Universal Life, Claims Management, Property & Casualty..., General Insurance, Casualty, Legal Liability, Insurance, Social Media, Commercial Insurance, Professional Liability, Customer Service, Public Speaking, Subrogation, Whole Life, Microsoft Office, Property Damage
Education
University of Rhode Island 2007 — 2011
Bachelor's Degree, Communication, General
Instant Jungle International June 2015 - Present
Regent Association Services November 2012 - April 2015
Lincoln Financial Group July 2011 - November 2012
Skills
Sales, Budgets, Property Management, Management, Leadership, Social Media, Marketing, Customer Service, Property & Casualty..., Strategic Planning, Public Speaking, Construction, Accounts Payable, Non-profit Volunteering, Financial Reporting, VMS, Insurance, Blueprint Reading
Education
University of Southern California
Bachelor of Arts (B.A.), International Relations
Wells Fargo Advisors, LLC July 2015 - Present
Ash Brokerage June 2014 - July 2015
Lincoln Financial Group July 2013 - June 2014
Skills
Leadership, Customer Service, Insurance, Educational Leadership, Fixed Annuities, Management, Microsoft Office, Life Insurance, Public Speaking, Resume Writing, Annuity Sales, Variable Annuities, Equity Indexed Annuities, Health Insurance
Education
University of Saint Francis 2005 — 2010
Bachelor’s Degree
Lincoln Financial Group November 2014 - Present
New Carolina - SC Council on Competitiveness October 2013 - May 2014
HKA Enterprises June 2012 - August 2012
HKA Enterprises May 2011 - August 2011
Skills
Social Media, Press Releases, AP Style, Media Relations, Social Media Marketing, Strategic Communications, Journalism, Human Resources, Internal Communications, Public Relations
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Arts (B.A.), Jounalism & Mass Communications
Hillcrest High School 2006 — 2010
Owens Corning December 2014 - Present
Dana Holding Corporation / Accountemps November 2013 - November 2014
Magna International / Accountemps August 2013 - September 2013
Harbor March 2013 - June 2013
Hospice of Northwest Ohio / Accountemps February 2013 - March 2013
Virtual Technologies Group October 2012 - February 2013
Lincoln Financial Group January 2011 - October 2012
Steel Dynamics Inc September 2009 - January 2011
University of Saint Francis August 2008 - April 2010
Steel Dynamics Inc May 2007 - September 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Accounting, Financial Analysis, Public Speaking, Team Building, Team Leadership, Access, Outlook, Leadership Development, Budgets, Inventory Management, QuickBooks, ConnectWise, Data Reconciliation, Inventory Accounting, Raiser's Edge, Ultipro, Accounts Receivable, Leadership
Education
University of Saint Francis 2008 — 2010
MBA, Finance
University of Saint Francis 2004 — 2008
Business Administration, Finance
Lincoln Financial Group January 2002 - Present
Lincoln Financial Group July 2000 - January 2002
Indiana University-Purdue University Fort Wayne August 1997 - July 2000
Skills
Marketing Strategy, Financial Services, Marketing Communications, Mutual Funds
Education
University of Chicago 1996 — 1997
Master of Arts (MA), Medieval Studies, MAPH
University of Saint Francis 1991 — 1996
Bachelor of Arts (BA), English/Fine Art
Centre for Medieval and Renaissance Studies, Keble College, Oxford University 1994 — 1994
Summer Study, Renaissance & Reformation
PS&E LLC Plan to Prosper 2015 - Present
AXA Advisors July 2013 - March 2015
Lincoln Financial Group April 2012 - July 2013
Skills
Series 7, series 66, Life, Accident, and..., Retirement Planning, Asset Management, Fixed Annuities, Insurance, Investments, E-money, Securities
Education
University of Rochester 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Lincoln Financial Group March 2014 - Present
Best buy May 2012 - March 2014
Skills
Merchandising, Inventory Management, Microsoft Excel, Time Management, Retail, Customer Satisfaction, Customer Service, Inventory Control, Visual Merchandising, Microsoft Office
Education
University of Saint Francis 2013 — 2014
Master of Business Administration (MBA), Business
University of Saint Francis 2009 — 2013
Bachelor of Arts and Science, History
University of Saint Francis 2009 — 2013
Bachelor of Art and Science, Sociology
Bishop Luers High School 2005 — 2009
Core 40
Invincible Ink January 2014 - Present
Invisible Ink August 2005 - Present
Vera Bradley June 2013 - December 2013
Parkview Health November 2011 - November 2012
Mutual of Omaha January 2008 - January 2010
WOSU Public Media 2006 - 2007
Retirement Marketing Specialists (RMS) January 2004 - August 2005
Swiss Reinsurance Company January 2002 - December 2003
Lincoln Financial Group April 1997 - November 2001
Fort Wayne Women's Bureau 1992 - 1997
Skills
Writing Books, Creative Strategy, Internal Communications, Strategic Communications, Marketing Strategy, Marketing Communications, Writing Workshops, Strategic Planning, Corporate Communications, Brand Development, Creative Writing, Leadership, Marketing, Creative Direction, Nonprofits, Fundraising, Photography, Integrated Marketing, Public Relations, Advertising, Graphic Design, Strategy, Social Media, Email Marketing, Social Media Marketing, Newsletters, Media Relations, Press Releases, Corporate Branding, Publications, Online Marketing, Blogging, Inspiration, Changing Lives, Copy Editing, Social Networking, Direct Marketing, Copywriting
Education
University of Saint Francis 1974 — 1990
BA, Fine Art
R. Nelson Snider High School
Schaumburg High School
Lincoln Financial Group June 2011 - Present
iGATE Global Solutions 2005 - 2012
American Express November 2008 - June 2011
GE Money October 2008 - October 2009
GE 2007 - June 2008
Patni February 2005 - June 2008
Agribuys October 2002 - February 2005
Skills
Test Planning, Systems Analysis, UML, AJAX, Quality Center, Manual Testing, Mainframe, Java, Databases, Web Services, JavaScript, .NET, Test Automation, Hibernate, SQL, C#, Spring, Software Project..., Unix, Scrum, VBScript, ASP.NET, Visual Basic, JSP, XML, Websphere, Weblogic, Core Java, Servlets, PL/SQL, Microsoft SQL Server, Java Enterprise Edition, Struts, User Acceptance Testing, Testing, Requirements Analysis, Oracle, SDLC, DB2, Business Process, Business Analysis
Education
University of Pune 2000 — 2002
MCM, MIS, Software Project & IT Management, Oracle and Java
The Dow Chemical Company May 2015 - Present
The Dow Chemical Company July 2014 - Present
Institute for the Study of Business Markets August 2012 - May 2014
Penn State University August 2012 - May 2014
The Dow Chemical Company May 2013 - August 2013
Blankslate Creative February 2011 - March 2012
Methodologie May 2010 - February 2011
Rusty George Creative February 2010 - April 2010
Rusty George Creative October 2008 - February 2010
Lincoln Financial Group May 2007 - February 2008
Skills
Market Planning, Integrated Marketing, Marketing Communications, Social Media, Copywriting, Project Management, Team Building, Team Leadership, Cross-functional Team..., Contract Negotiation, Vendor Management, Production Managment, Creative Briefs, Functional..., Integrated Marketing..., Corporate Branding, Branding & Identity, Client Presentation, Brand Management, CRM, Management, Marketing, Press Releases, Market Analysis
Education
Penn State University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Marketing
University of Puget Sound 2004 — 2008
BA, Business
University of Puget Sound 2004 — 2008
BA, Communication Studies
Lincoln Financial Group August 2013 - Present
American General Life Companies January 2011 - August 2013
Symetra Financial February 2010 - December 2010
Sun Life Financial January 2006 - January 2010
MetLife Investors/General American Life January 2004 - December 2005
MetLife Investors/General American Life January 2003 - December 2003
General American acquired by MetLife January 2000 - December 2002
General American Life Insurance Company January 1997 - December 1999
General American Life Insurance Company July 1993 - December 1996
Northwestern Mutual Life Insurance Company January 1988 - June 1993
Education
University of Pittsburgh 1983 — 1987
Bachelor of Science Business Administration B.S.B.A
St James
Systems Source Inc. July 2015 - Present
Lincoln Financial Group June 2007 - June 2015
Aiken County Public School District August 2003 - June 2005
Skills
Customer Service, Microsoft Excel, Sales, Leadership, Process Improvement, Insurance, PowerPoint, Project Management, Team Building, Outlook
Education
University of South Carolina-Aiken 1998 — 2003
Bachelor of Arts, Secondary Education-English
Lincoln Financial Group May 2014 - Present
Caritas Consulting, LLC 2011 - 2014
Education
University of Rochester 2006 — 2011
Bachelor of Science (B.S.), Applied Mathematics
Lincoln Financial Group June 2015 - Present
Chemtura Corporation June 2013 - May 2015
Chemtura Corporation December 2011 - May 2013
Ellucian (formerly SunGard Higher Education) July 2009 - December 2011
SAP America September 2008 - July 2009
Education
Villanova University
M.S. Human Resourse Development, Human Resource Development
University of Scranton
B.S., Psychology
Mercer May 2012 - Present
Unum January 2011 - May 2012
Lincoln Financial Group October 2000 - December 2009
Skills
Retirement, Employee Benefits, Investments, Retirement Planning, 401k, Financial Services, Relationship Management, Defined Contribution, Pensions, Insurance, Series 7, Series 63, Disability Insurance, Life Insurance, Series 66, Strategic Financial..., Risk Management, Fixed Annuities, Financial Analysis, Wealth Management, Business Education, Sales Presentations, Investment Advisory, Investment Strategies, ERISA, Fiduciary Management
Education
University of South Florida 1990 — 1994
Bachelor of Science (B.S.), Financial Management
INVEST Financial Corporation August 2012 - Present
Invest Financial June 2011 - September 2012
JW Cole Financial, Inc. January 2010 - May 2011
JW Cole Financial, Inc. August 2009 - January 2010
Lincoln Financial Group October 2007 - March 2009
Raymond James Financial Inc. June 2005 - October 2007
Raymond James Financial Inc. June 2002 - July 2005
Skills
Investment Advisory, Insurance, Series 7, Securities, Financial Advisory, Mutual Funds, Series 24, FINRA, Series 65, Business Development, Recruiting, Relationship Management, Retirement Planning, Financial Services, Financial Planning, Series 63, Finance, Retirement, Fixed Annuities
Education
University of South Florida 1991 — 1994
Bachelor, Finance
Blackbaud January 2010 - Present
Blackbaud July 2008 - February 2010
Lincoln Financial Group August 2004 - April 2008
Skills
Corporate Communications, Marketing Communications, Marketing Strategy, Strategic Planning, Integrated Marketing, Corporate Branding, Brand Implementation, Brand Management, Social Media, Digital Marketing, Email Marketing, Global Marketing, International Marketing, Marketing Management, Leadership, Direct Marketing, Strategic Partnerships, Event Planning, Copywriting, Account Management, Social Media Marketing, Lead Generation, Internal Communications, Traffic Management, Online Marketing, Business Development, Competitive Analysis, Marketing, Strategy
Education
University of South Carolina - Darla Moore School of Business 2008 — 2010
Master of Business Administration, Marketing, Finance, International Business
Villanova University 2000 — 2007
BSBA, MBA, Finance, International Business, Spanish
Villanova University 2000 — 2004
Women's Lightweight Rowing
Lincoln Financial Group June 2008 - Present
Skills
Series 6 - Registered...
Education
University of South Africa/Universiteit van Suid-Afrika 1988 — 1989
Bachelor of Education (BEd), Didactics
University of Port Elizabeth 1983 — 1986
Bachelor of Science (BSc), Mathematics and Physics
Comcast September 2015 - Present
Franklin Square Capital Partners August 2014 - July 2015
Lincoln Financial Group September 2012 - August 2014
BNY Mellon May 2011 - August 2012
UBS Wealth Management September 2010 - December 2010
Merrill Lynch June 2009 - August 2009
Skills
Finance, Leadership, Business Analysis, Financial Services, Insurance, Financial Analysis, Financial Reporting, Project Management, Management, Six Sigma, Strategic Planning, Social Media, Campaign Management, Strategy, Relationship Management, Analysis, Process Improvement, PowerPoint, Salesforce.com, Business Strategy, Team Leadership, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Investments
Education
University of Pittsburgh 2007 — 2011
BSBA, Finance & Global Management
Goldman Sachs September 2013 - Present
Lincoln Financial Group August 2011 - August 2013
Group Dekko May 2011 - July 2011
Merrill Lynch January 2011 - March 2011
CVC Communications August 2010 - December 2010
YMCA of Greater Fort Wayne January 2009 - December 2010
Skills
Series 6, Series 7, Series 63
Education
University of Saint Francis 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management
University of Saint Francis 2008 — 2011
Bachelor, Business Administration; Management and Marketing
Lincoln Financial Distributors 2015 - Present
Lightstone Capital Markets June 2012 - January 2015
TNP, LLC March 2011 - June 2012
KBS Capital Markets Group 2009 - March 2011
Lincoln Financial Group 2004 - 2009
AXA Financial 2000 - 2004
Skills
Series 63, Asset Managment, Securities, Mutual Funds, Series 7, Retirement, Variable Annuities, Investments, Alternative Investments, Fixed Annuities, Wealth Management, Series 24, Series 6, Retirement Planning
Education
University of Rhode Island 1981 — 1985
B.S., Business
HaydenRock Consulting, LLC February 2015 - Present
Advantage Business Solutions January 2006 - Present
Lincoln Financial Group 2011 - 2014
Advantage Metals & Composites January 2006 - July 2008
Diamond Manufacturing Company September 2000 - December 2005
McNichols Company June 1990 - September 2000
Skills
Strategic Planning, Customer Service, Team Building, Finance, Contract Negotiation, Business Development, Leadership, Cost Reduction..., Revenue Enhancement, Coaching, Cost Control, Global Business..., Consulting, Change Management, Business Consulting, Revenue & Profit Growth, Supply Chain Management, Global Sourcing, Procurement Outsourcing, Tax Reduction, Materials Consulting, Industrial Safety, Social Media Marketing, Employee Benefits, Health Insurance, Retirement Planning, Strategic Financial..., Estate Planning, Financial Planning, Disability Insurance, Long-term Care, Life Insurance, Fixed Annuities, Medicare, Retirement, Sales, Group Insurance, Term Life Insurance, Whole Life, Universal Life, Health Savings Accounts, Accident, Personal Finance, 401k, IRAs, Financial Planners, Underwriting, Financial Advisory, Financial Services, Critical Illness
Education
Hillsborough Community College 1987 — 1988
Fire Science/Fire-fighting
Hillsborough Community College 1985 — 1987
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Tampa Catholic High School 1977 — 1981
High School
University of South Florida
Accounting
Tampa Catholic High School
Tampa Catholic High School
NRG Energy April 2013 - Present
Lincoln Financial Group October 2012 - March 2013
BD-PRo Marketing June 2012 - December 2012
BCBG Max Azria May 2011 - July 2012
WPXI-TV 2012 - May 2012
Association of American Cancer Institutes September 2011 - December 2011
BD-PRo Marketing May 2011 - August 2011
Victorias Secret Stores May 2009 - August 2011
Axis of Awesome August 2010 - April 2011
Skills
Event Planning, Project Management, Facebook, Direct Mail Campaigns, Marketing Communications, Social Media, Public Relations, Customer Service
Education
University of Pittsburgh 2008 — 2014
Bachelor of Arts, Media and Professional Communications
Lincoln Financial Group July 2015 - Present
Independence Blue Cross June 2014 - August 2014
University of Scranton June 2011 - August 2014
Skills
Leadership, Microsoft Office, Public Speaking, Time Management, Microsoft Word, Microsoft Excel, Teamwork, Research, Customer Service, Social Networking, Financial Planning, Facebook, Finance
Education
University of Scranton 2011 — 2015
Bachelor of Science (B.S.), Finance
St. Joseph's Preparatory School 2007 — 2011
Vanguard January 2012 - Present
Lincoln Financial Group October 2008 - December 2011
Wolfington Network 2007 - 2008
Skills
Series 63, Series 7, Series 6, Investments, Mutual Funds, Financial Analysis, Finance, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Wealth Management, ETFs, Key Account Management, Key Account Development
Education
University of Pittsburgh 2003 — 2007
Bachelor's degree, Finance, General
Upper Dublin High School
Fort Wayne Country Club August 2011 - Present
R & C Farms April 2009 - Present
Lincoln Financial Group October 2014 - December 2014
Self Employed April 2011 - August 2013
Skills
Leadership, Higher Education, Coaching, Microsoft Word, Microsoft Excel, Highly personable
Education
University of Saint Francis 2013 — 2017
Bachelor's Degree, Business Adminstration, Sophmore
Adams Cenral Community Schools 2009 — 2013
High School
AIG August 2015 - Present
Ironsides Partners LLC May 2013 - July 2015
Lincoln Financial Group November 2011 - May 2013
Student Success Center October 2010 - May 2011
Laconia Savings Bank June 2007 - August 2010
Education
University of South Carolina-Columbia 2007 — 2011
Bachelors of Science, Marketing-Management
Lincoln Financial Group September 2012 - Present
Pershing June 2010 - October 2012
Exelon Power Team March 2010 - September 2010
SEI July 1999 - January 2010
American Management Systems (AMS) August 1994 - July 1999
American Management Systems 1994 - 1999
UBS formerly Swiss Bank May 1993 - August 1993
Mellon Bank August 1988 - July 1992
Skills
SDLC, Banking, Business Analysis, Vendor Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MS-MOIS, Management Information Systems
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
University of Virginia 1983 — 1987
Bachelor of Science (BS), Commerce and MIS
PNC Bank June 2008 - Present
JP MORGAN CHASE December 2004 - June 2008
Office Depot May 2004 - November 2005
Lincoln Financial Group October 2003 - May 2004
Education
University of Saint Francis 2000 — 2004
Transamerica Agency Network, Inc. October 2014 - Present
Bankers Life & Casualty Co. September 2007 - October 2014
American Home Mortgage August 2006 - August 2007
Lincoln Financial Group May 2006 - August 2006
Waterfield Mortgage Company April 2003 - March 2006
Skills
Insurance, Customer Service, Risk Management, Credit, Microsoft Word, Underwriting, Business Analysis, Process Improvement, Microsoft Office, Team Building, Data Analysis, Project Management, Microsoft Excel, PowerPoint, Property & Casualty..., Inventory Management, Life Insurance, Public Speaking, Financial Services, Mutual Funds, Universal Life, Whole Life, Term Life Insurance, Team Leadership, Sales Management, Outlook, Software Documentation, Long-term Care, Long Term Care Insurance, Leadership, Fixed Annuities, Account Management, Banking, Call Centers, Customer Retention, Customer Satisfaction, Data Entry, Disability Insurance, Health Insurance, IRAs, Loans, Mortgage Lending, Operations Management, Sales, Retirement Planning, Employee Benefits, Retirement, Financial Planning, General Insurance
Education
University of Saint Francis 1997 — 2001
Bachelor's, Business Administration
Lincoln Financial Group June 2011 - Present
Principal Financial Group October 2008 - May 2011
Capital Pacific Homes May 2007 - October 2008
Renewal by Andersen 2006 - 2007
Renewal by Andersen 2004 - 2006
Phil Long Dealerships 2002 - 2004
Skills
Sales, Employee Benefits, Voluntary Employee..., Case Management, Disability Insurance, Life Insurance, Field Marketing, Customer Service
Education
University of Puget Sound
Lincoln Financial Group February 2015 - Present
Vanguard February 2014 - January 2015
Vanguard July 2006 - February 2014
Vanguard June 2002 - July 2006
Vanguard December 1997 - June 2002
The General Federation of Women's Clubs May 1993 - August 1997
Towers Watson (fomerly The Wyatt Company) February 1990 - August 1992
Skills
Strategic Communications, Marketing, Internal Communications, CRM, Corporate Communications, Leadership, Strategy, Crisis Communications, Management, Marketing Communications, Communication Training, Editing, Relationship Management, Cross-functional Team..., Team Leadership, Change Management, Program Management, Nonprofits, Training, Leadership Development, Executive Communication, Financial Communications, Business Change..., Institutional marketing, social media, Copywriting, Strategic Planning
Education
University of Scranton
B.A., Communications
Lincoln Financial Group February 2014 - Present
Advantage Insurance Network July 2012 - Present
Advantage Insurance Network, Inc. 2012 - 2014
Northwestern Mutual March 2008 - July 2012
BNI 2009 - 2011
BNI 2009 - 2011
Business Networking International 2009 - 2010
Education
University of Rhode Island 2003 — 2007
Bachelors, Communications
Lincoln Financial Group ChairmanCreative Concord
Lincoln Financial Group, Concord, NH 2006 - Present
Jefferson Pilot Financial 2004 - 2007
Skills
Non-profits, Fundraising, Newsletters, Philanthropy, Media Relations, Public Relations, Public Speaking, Strategic Planning, Event Planning, Editing, Strategic Communications, Community Outreach, Nonprofits, Internal Communications, Project Management, Community Development, Corporate Communications, Marketing Strategy, Grant Writing, Marketing Communications, Public Policy, Marketing, Leadership Development, Social Media, Civic Engagement, Blogging, Press Releases, Policy Analysis, Event Management, Copywriting, Grants, Proposal Writing, Volunteer Management, Leadership, Crisis Communications, Program Management, Social Networking, Policy, Program Development, Speech Writing, Organizational..., Workshop Facilitation, Research, Non-profit..., Strategy, Politics, Government, Copy Editing, Budgets, Communications Planning
Education
University of Rhode Island 1968 — 1972
BA, English
Leadership New Hampshire
Lincoln Financial Group July 2014 - Present
Artlink, Inc. July 2005 - July 2014
Fort Wayne March 2005 - June 2005
Summit City Radio Group October 2004 - March 2005
Arts United of Greater May 2003 - October 2004
University of Saint Francis August 2000 - May 2004
Roberts Photography August 1998 - August 2001
Skills
Galleries, Contemporary Art, Drawing, Grant Writing, Fundraising, Non-profits, Volunteer Management, Art Education, Public Art, Community Outreach, Public Speaking, Event Planning, Fine Art, Visual Arts, Art, Nonprofits, Marketing, Marketing Strategy, Advertising, Social Networking, Teaching, Community Development, Program Management, Creative Writing, Photography, Blogging, Budgets, Grants, Research, Music, Public Relations, Time Management, Event Management, Newsletters, Management, Social Media
Education
University of Saint Francis 1994 — 1998
Bachelor of Arts, Fine and commercial art
University of Saint Francis 1994 — 1998
BA, Commercial and Fine Art
Lincoln Financial Group May 2014 - Present
Bank of America Merrill Lynch June 2011 - May 2014
Clearpoint Financial 2007 - June 2011
National Retirement Partners 2007 - 2011
Arthur J. Gallagher & Co. 2002 - 2007
Skills
Strategy, Retirement, Employee Benefits, Retirement Planning, Retirement Plan..., Sales, Public Speaking, Pensions, Mutual Funds, Investments, Series 7, Wealth Management, 401k, Investment Advisory, Series 63, Financial Advisory, Asset Allocation, Financial Services
Education
University of San Diego 1982 — 1985
BA
Lincoln Financial Group September 2013 - Present
Prudential Financial February 2010 - September 2013
UnionBanc Investment Services August 2009 - February 2010
ING January 2008 - April 2009
Jackson National Life 2002 - 2007
American United Life August 2000 - October 2002
Education
University of Southern California 1991 — 1995
BS, Finance and Business Economics
Medical Protective Asst. Director B2BLincoln Financial GroupJanuary 2001 - November 2003
Lincoln Financial Group June 1998 - December 2000
Lincoln National Risk Management 1999 - 2000
Education
University of Saint Francis 1986 — 1990
MBA, Business
Lincoln Financial Group July 2006 - Present
MetLife August 1995 - July 2006
Skills
Insurance, Underwriting, Customer Service, Negotiation, Life Insurance, Term Life Insurance, Risk Management
Education
University of Rhode Island 1988 — 1992
Bachelor of Science
Lincoln Financial Group February 2013 - Present
The Right Start August 2006 - January 2009
The Right Start April 2002 - August 2006
The Right Start April 2001 - April 2002
The Right Start April 1998 - May 1999
Nordstrom March 1995 - June 1997
Skills
E-commerce, Merchandising, Retail, Excel, Word, Inventory Management, Customer Service, Web Analytics, Retail Management, Vendor Relations, Product Development
Education
University of San Francisco 1987 — 1991
BA, Business Managment
University of San Francisco 1987 — 1991
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Goodwill Industries of Northeast Indiana July 2003 - Present
Lincoln Financial Group November 1999 - June 2003
Lincoln Financial Advisors 1995 - 1999
Lincoln Financial Advisors 1990 - 1995
Skills
Nonprofits, Training, Resume Writing, Fundraising, Career Counseling, Community Outreach, Program Development, Leadership Development, Event Planning, Social Services, Organizational..., Grant Writing, Case Managment, Volunteer Management, Workshop Facilitation, Public Speaking, Staff Development, Grants, Case Management
Education
University of Saint Francis 1990 — 1995
MBA, Business
ITT Technicial Instutute 1984 — 1987
Bachelors of Science in Automated Manufacturing, Manufacturing
Antwerp Local HS
Antwerp Local HS
Transamerica Employee Benefits March 2013 - Present
Allstate Benefits March 2009 - March 2013
Lincoln Financial Group August 2007 - April 2009
The Standard August 2000 - August 2007
Skills
Disability Insurance, Sales Operations, Sales, Life Insurance, Health Insurance, Health Savings Accounts, Insurance, Employee Benefits, Long-term Care, Brokers, COBRA, Accident, Term Life Insurance, Critical Illness, Underwriting
Education
University of San Diego 1984 — 1988
Bachelor, Communications
Sacred Heart High School
Lincoln Financial Group July 2014 - Present
Lockwood Advisors October 2010 - June 2014
Education
University of Pittsburgh
BSBA, Finance
Lincoln Financial Group July 2011 - Present
Franklin Templeton Investments February 2009 - June 2011
Franklin Templeton Investments February 2008 - February 2009
Franklin Templeton Investments January 2007 - January 2008
Skills
Series 63, Series 7, Separately Managed..., Mutual Funds, Series 6, Fixed Annuities, 401k, Asset Allocation, Wealth Management, Investment Advisory, Retirement Planning, Life Insurance, Variable Annuities
Education
University of South Florida - College of Business Administration 2003 — 2006
Bachelor of Science (BS), Finance, General
University of South Florida 2002 — 2006
BS, Finance
Cookson, Peirce & Co., Inc. July 2000 - Present
CooksonPeirce Wealth Management July 2000 - Present
Lincoln Financial Group 1998 - 2000
MassMutual 1996 - 1998
Skills
Investment Advisory, Wealth Management
Education
University of Pittsburgh
Bachelor's degree, Legal Studies, General
University of Pittsburgh
Bachelor's degree
University of Pittsburgh
Lincoln Financial Group Senior Financial PlannerVanguard1999 - 2007
Education
University of South Carolina - Darla Moore School of Business 1995 — 1999
Finance and Marketing
Babcock & Wilcox January 2012 - Present
Lincoln Financial Group June 2008 - December 2011
KPMG Audit 2002 - 2008
Education
University of South Carolina-Columbia 2001 — 2002
Master of Accountancy
Winthrop University
B.S. in Business Administration, Accounting
Lincoln Financial Group 2008 - Present
Skills
Securities Regulation, Financial Services, Corporate Governance, Mergers & Acquisitions, Private Equity, Securities, Structured Finance, Corporate Law, Capital Markets, Investments
Education
University of North Carolina at Chapel Hill School of Law 1987 — 1990
Doctor of Law (J.D.)
University of South Carolina - The Moore School of Business 1983 — 1987
Bachelor of Science (BS), Finance and Economics
Lincoln Financial Distributors 2004 - Present
Lincoln Financial Group 2004 - Present
American Funds 1988 - 2004
American Funds 1988 - 2004
Skills
Series 63, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, Investments
Education
USC Marshall School of Business 1984 — 1984
Master of Science (MS), International Investments
USC Marshall School of Business 1984 — 1984
Master of Science (MS), International Investments
USC Marshall School of Business 1982 — 1984
MBA, Investments and Corporate Finance
University of Southern California 1978 — 1981
Bachelor of Arts (B.A.), Psychology
IT A October 2013 - Present
KPMG Advisory July 2011 - September 2013
St. Luke's Hospital June 2009 - August 2009
Lincoln Financial Group May 2008 - August 2008
Education
University of Southern California 2007 — 2011
BS, Business Administration and Management, General
Lincoln Financial Group May 2007 - Present
Skills
Application Architecture, Access, Microsoft Office, PowerPoint, Business Analysis, Application Lifecycle..., Financial Analysis, Outlook, Microsoft Servers, Process Improvement, Risk Management, Security Management, Troubleshooting, Insurance, Program Management, Management, Requirements Analysis, Vendor Management, SDLC, Disaster Recovery, Integration, Visio, Requirements Gathering, Software Project..., Enterprise Architecture
Education
University of Saint Francis
BA, Accounting and Finance
Lincoln Financial Group June 2012 - August 2012
Education
University of Rhode Island 2010 — 2013
Bachelor of Science (BS), Applied Mathematics
LPL Financial October 2011 - December 2013
LPL Financial November 2009 - October 2011
Lincoln Financial Group December 1999 - August 2009
Skills
S7, S24, and S66..., FINRA
Education
University of Saint Francis 1990 — 2004
Bachelor's degree, Business Administration
Lincoln Financial Group September 2008 - Present
Lincoln Financial Group November 2009 - February 2012
Skills
Key Account..., New Business Development, Sales, Marketing, Benefits Administration, Employee Benefits, Long-term Customer..., Customer Retention, Disability Insurance, Life Insurance, Dental Insurance, Team Leadership, Lead Generation, Process Improvement, Account Management, Cold Calling, Insurance, Relationship Management, Group Insurance, Salesforce.com
Education
University of Rhode Island - College of Business Administration 1998 — 2002
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Lincoln Financial Group December 2013 - Present
Concurrence Advisors LLC October 2012 - April 2014
Fort Recovery Industries May 2013 - November 2013
Skills
Tax Returns, Tax Preparation, Invoice Processing, Payroll, Microsoft Excel, Microsoft Word, PowerPoint, Payroll Taxes, Tax Accounting, Leadership
Education
University of Saint Francis 2009 — 2013
Bachelor's of Science, Accounting
Experis Finance (Western Union) July 2013 - October 2013
Lincoln Financial Group March 2008 - May 2013
Centennial Wireless April 2004 - March 2008
Independent Contractor October 2003 - April 2004
Lincoln Financial Group October 1995 - October 2003
Skills
Project Coordination, Team Leadership, Customer-focused Service
Education
University of St. Francis - Fort Wayne, IN 1983 — 1989
Bachelor's degree, Business Administration and Management, General, B
University of Saint Francis 1983 — 1987
Associate's degree, Liberal Arts and Sciences/Liberal Studies, B
Lincoln Financial Group April 2014 - Present
Janney Montgomery Scott LLC 2006 - April 2014
Janney Montgomery Scott LLC September 2003 - June 2006
Skills
Securities Regulation, Litigation, Legal Research, FINRA, Legal Writing, Mediation, Litigation Support, Dispute Resolution, Arbitration, Series 7, Document Management, Regulatory Affairs, eDiscovery, Legal Contract Review, Employment Law, Regulatory Filings, Series 24
Education
University of Pittsburgh 1999 — 2003
Bachelor of Arts (BA), Business Administration and Political Science
J.R. Masterman
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group March 2007 - January 2014
Grabill Bank August 2000 - March 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
University of Saint Francis 1995 — 2006
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Lincoln Financial Group May 2015 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
University of South Florida 2013 — 2017
University of South Florida 2013 — 2017
Finance and Financial Management Services