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),
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Lincoln Financial Group Employees
Lincoln Financial Group March 2015 - Present
AT&T Mobility September 2002 - March 2015
Skills
Call Center, Customer Retention, Troubleshooting, Team Leadership, Customer Experience, Telecommunications, Training, Team Building, Process Improvement, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Wireless, Cellular Communications, Call Centers, Customer Satisfaction, Customer Service, Account Management, Outlook, Sales
Education
Brookstone College-Greensboro 2001 — 2003
Health and Medical Administrative Services
John Mötley Morehead Senior High School 1992 — 1996
The Jacobson Group, Insurance Talent May 2015 - Present
Lincoln Financial Group May 2015 - August 2015
CSI Caregivers November 2014 - April 2015
Aetna Life Insurance Company May 2005 - November 2014
Kemper September 2003 - June 2014
Kemper Insurance May 1997 - September 2003
Skills
Management, Microsoft Office, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Research, English, Strategic Planning, Public Speaking, Customer Service, Budgets, Negotiation, Social Media
Education
Broward College 2001 — 2013
Bachelor of Applied Science (B.A.Sc.), Mathematics and Computer Science
Lynn University 1991 — 1995
Master’s Degree, Psychology
Lincoln Financial Group September 2014 - March 2015
Lincoln Financial Group November 2012 - September 2014
Lincoln Financial Group September 2011 - November 2012
Hiatt Financial January 2010 - September 2011
The Cordell Group October 2007 - January 2010
Skills
Finance, Series 6, Series 63, Fixed Annuities, Retirement Planning, Life & Health Insurance..., Retirement, Investments, Long-term Care, Life Insurance, Financial Services, Claim, Insurance, Microsoft Excel, Financial Planning, Long-term Care/Medicare..., Young Men's Camp..., Boy Scouts of America..., Past Civitan President, Eagle Scout, Triad Soccer Club..., Church Volunteer, Mutual Funds, Wealth Management, Strategic Financial..., Term Life Insurance, Financial Planners, IRAs, Analysis, Investment Strategies, Variable Annuities, Microsoft Access, Microsoft Office, Microsoft Word, Microsoft Power Point, Corporate General..., Investment Analysis, Fixed Income Portfolio..., Financial Analysis
Education
The University of North Carolina at Greensboro 2013 — 2015
Pending MBA, Emphasis in Finance & Supply Chain
Brigham Young University
Bachelor's degree, Finance
Destination Maternity Corporation July 2015 - Present
Destination Maternity Corporation December 2014 - Present
Comcast Spotlight February 2013 - Present
Lincoln Financial Group May 2013 - December 2014
Satchi & Satchi Science April 2013 - May 2013
Pickle Group LLC 2001 - 2012
Skills
Graphic Design, InDesign, Web Design, Illustrator, Photoshop, Flash, Logo Design, Art Direction, Management Of..., Digital Media, Branding & Identity, Advertising, Graphics, Art, HTML, Typography, Newsletters, Corporate Identity, Posters, Brochures
Education
Brooks College 1996 — 1998
Associate of Arts (AA), Graphic Design
Hamilton Lane February 2013 - Present
Self August 2011 - February 2013
Lincoln Financial Group May 2008 - August 2011
Morgan Stanley October 1996 - May 2008
Bloomberg 1994 - 1996
Skills
Succession Planning, Talent Acquisition, Talent Management, Generalist, College Recruiting, Recruitment/Retention, Performance Management, Interviewing, Talent Assessment, Personnel Management, Interviews, Human Resources, Recruiting, Leadership, Employee Relations
Education
Bloomsburg University of Pennsylvania 1992 — 1996
Bachelors, Psychology and Business
Lincoln Financial Group September 2013 - Present
Unum February 1997 - August 2013
Skills
Disability Insurance, Employee Benefits, Health Insurance, Health Savings Accounts, Voluntary Employee..., Insurance, Brokers, Life Insurance, Critical Illness, Group Insurance, Long-term Care, Underwriting, Term Life Insurance, Accident, Workers Compensation, Whole Life, Self-funded
Education
Bowdoin College 1992 — 1996
BA, Government/Economics
Phillips Andover Academy 1991 — 1992
Cony High School 1988 — 1991
BUILD July 2015 - Present
Lincoln Financial Group June 2014 - July 2015
Atlanta Public Schools August 2012 - July 2014
Teach for America May 2012 - May 2014
Boston University October 2008 - May 2012
Commonwealth of Massachusetts June 2011 - August 2011
SMCF Ethiopia February 2011 - April 2011
Catholic Charities USA June 2010 - August 2010
Skills
Proofreading, Event Planning, Nonprofits, Spanish, Non-profits, Research, Microsoft Office, Social Media, Tutoring, Teaching, PowerPoint, Fundraising, Education, Public Speaking, Community Outreach, Editing, Microsoft Excel, Leadership, Social Networking, Writing, Training, Facebook
Education
Boston University 2008 — 2012
Bachelor’s Degree, Africa and the Middle East
Boston University
Medical Informatics Engineering, Inc September 2014 - Present
STAR Financial 2012 - September 2014
Lincoln Financial Group 2007 - 2012
Lincoln Financial Group 2003 - 2007
Skills
Project Management, MS Project, Project Portfolio..., IT Audit, Public Speaking, Building Relationships, Software Project..., Certified Project..., PMP, CISA, CGEIT, CRISC, COBIT, Information Technology, Requirements Analysis, Visio, Vendor Management, Information Security
Education
Boston University
Master's Certificate, Project Management
Purdue University
Bachelor of Science (BS), Computer Science
Skills
Systems / Software
Lowe's Home Improvement June 2007 - Present
J.R. Simplot Company 2005 - 2007
Lithia Auto Stores 2003 - 2005
Lincoln Financial Group 1994 - 2002
Skills
Human Resources, Labor Relations, Interviews, Payroll, Training, Recruiting, Personnel Management, Temporary Placement, New Hire Orientations, Onboarding, Succession Planning, FMLA, Workforce Planning
Education
Colorado State University-Global Campus 2012 — 2015
Master's degree, Organizational Leadership - HR Performance, 3.97 GPA
Boise State University 2002 — 2003
Bachelor of Science (B.S.), HR Management, Graduated with Honors
Utah State University 1992 — 1994
Bachelor's degree, Marketing
Lincoln Financial Group April 2013 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Social Media Marketing, Spanish, Event Planning
Education
Brigham Young University 2008 — 2014
Lincoln Financial Group January 2007 - Present
Fidelity Investments September 2003 - December 2007
Capital One January 2000 - July 2003
VICAM, L.P January 1998 - January 2000
AUDIOLOGICAL ENGINEERING CORPORATION January 1996 - January 1998
Skills
Series 6, Customer Service, Call Center, Salesforce.com, Sales, Process Improvement, Marketing, Management, Team Building, Microsoft Excel, Coaching, Microsoft Office, Account Management, Life Insurance, Strategic Planning, Leadership, Project Management, Social Media, PowerPoint, Customer Experience
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
BS, Marketing
Browning School 1986 — 1991
High School, High School
Wood Lehman Group LLC September 2013 - Present
Reinsurance Group of America 2009 - August 2013
Reinsurance Group of America 2007 - 2009
Reinsurance Group of America January 2001 - 2007
Lincoln Financial Group June 1975 - September 2000
Skills
Organizational..., Talent Management and..., Change Leadership and..., Cross-functional Team..., Visionary, Mergers and Acquisition..., Acquisition Integration, Data Management, Continuous Improvement, Business Process..., Public Speaking, Succession Planning, Strategic Planning, Negotiation, Profit and Loss..., Performance Improvement, Coaching/Mentoring, Managing Complexity, Reinsurance, Claim, Risk Management, Integration, Insurance, Claims Management, Underwriting, Actuarial Science, Life Insurance, Enterprise Risk..., Management, Disability Insurance
Education
Bowling Green State University 1971 — 1975
B.S. Secondary Education, mathematics, English (dual major)
Meijer October 2014 - Present
Lincoln Financial Group November 2010 - February 2014
PensionTrend Investment Advisors November 2008 - November 2010
Fifth Third Bank June 2006 - November 2008
J.P. Morgan February 2005 - June 2006
Provident Bank November 2002 - November 2004
Fidelity Investments January 2001 - October 2002
Skills
Banking, Administration, Investments, Retirement Planning, Series 63, Investment Advisory, 401k, ERISA, Employee Benefits, Retirement Plan..., Relationship Management, Securities, Financial Services, Series 6, Leadership, Asset Managment, Mutual Funds, Management, Pensions, Customer Service, Training
Education
Ivy Tech Community College 2014 — 2014
Technical Certificate, Estimated Completion December 2014, Technical Certificate in Manufacturing, Production and Operations
Bowling Green State University 1991 — 1995
B.A, Political Science, Minor in History
Sagemark Consulting July 2015 - Present
Lincoln Financial Group February 2015 - July 2015
Blue Fox Run golf course May 2013 - August 2014
Northwestern Mutual January 2014 - May 2014
Denny's June 2012 - August 2012
Friendly Ice Cream Corporation June 2010 - August 2011
Bristol Hospital June 2006 - August 2007
Skills
Telephone Skills, Friendly Personality, Filing, Cash Register, Cash Handling Experience, Phone Etiquette, Nannies, Waitressing, General Office Work, Cashiering, Childcare, Receptionist Duties, Positive Can-do Attitude, Highly personable, Determination to Succeed, Highly detail oriented, Patience, Computer-savvy, Telephone Reception, Serve Safe Certified, Food Preparation, Facebook, Health Insurance, Life Insurance
Education
Bob Jones University 2011 — 2014
Bachelor's degree, Business/Corporate Communications
Bob Jones University 2011 — 2014
Bachelor of Fine Arts (B.F.A.), Communication, General
Mayhemic Media LLC October 2012 - Present
Zenith Insurance Company (United States) February 2011 - October 2012
Lincoln Financial Group March 2009 - October 2010
Sun Life Financial November 2001 - March 2009
Liberty Mutual Insurance June 2000 - November 2001
CIT Group 1999 - 2000
Skills
Vendor Management, SDLC, PMO, Business Analysis, Process Improvement, Program Management, PMP, Insurance, Project Management, Requirements Gathering, Project Portfolio..., Cross-functional Team..., Governance, Product Management, Quality Assurance, E-commerce, Talent Acquisition, IT Strategy, Strategic IT Management
Education
Boston University Questrom School of Business 2004 — 2005
MA, Investment Management/Finance
Boston University Questrom School of Business 1994 — 1998
BSBA, Marketing
Retirement Security Centers March 2014 - Present
Lincoln Financial Group March 2014 - Present
Royal Bank of Scotland December 2012 - November 2013
Morgan Stanley April 2012 - December 2012
Knox Capital Group March 2010 - March 2012
Brigham Young University 2007 - 2010
Skills
Microsoft Excel, Microsoft Office, Process Improvement, Finance, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Financial Analysis, Banking, Securities, SharePoint, Bloomberg, Research, Financial Services, Series 7, Windows, Relationship Management
Education
Brigham Young University 2004 — 2010
Bachelor of Science (B.S.), Economics, Business Management
Lincoln Financial Group March 2014 - Present
Revolution Events July 2013 - Present
TURNING STONEchoice Children's Division LLC May 2012 - March 2014
Making Precious Strides, Inc. January 2006 - December 2012
PHH Corporation July 2007 - April 2012
PHH Mortgage October 2001 - April 2007
PHH Mortgage 1999 - 2001
Skills
Marketing, Marketing Strategy, Creative Direction, Leadership, Direct Marketing, Vendor Management, Social Media, Project Management, Event Planning, Training, Graphic Design, Email Marketing, Process Improvement, Budgets, Digital Marketing, Corporate Branding, Marketing Management, Fundraising, Event Management, Creativity, 1-to-1 Marketing, Inventory Management, Variable Data Printing, Digital Printing, Brand Awareness, Database Marketing, Web Development, Logo Design, Relationship Management, Strategic Planning, Data Analysis, Print Production Process, Vendor Management..., Corporate Events, Web Project Management, Production Managment, Direct Mail Campaigns, Offset Printing, WordPress, InDesign, Photoshop, Team Development, Inbound Marketing, Planning Budgeting &..., Real Estate Marketing, Non-profit Program..., Presentations, Direct Mail
Education
Richard Stockton College of New Jersey 1993 — 1997
Bachelor of Arts, cum laude, Business Management
US Department of Education 1995 — 1995
Internship, Education/Learning & Development
Bond University 1994 — 1994
Study Abroad Program
Ocean City High School 1988 — 1992
Hartford HealthCare July 2013 - Present
UBS Global Asset Management October 2012 - July 2013
Comcast April 2011 - April 2012
Retail, Financial and Pharmaceutical Organizations August 2008 - April 2011
Pfizer 2006 - 2008
Lincoln Financial Group April 2003 - June 2006
Pfizer February 2001 - December 2002
Ayers Group 2000 - 2001
Northeast Utilities 1997 - 2000
Nine West Group 1995 - 1996
Skills
Talent Management, Organizational..., Human Resources, Employee Engagement, Change Management, Succession Planning, Management Development, Employment Law, Project Management, Mentoring, HR Policies, Recruiting, HR Metrics, Employee Relations
Education
Bloomsburg University of Pennsylvania
BS
Drexel University
MS
Digital Benefit Advisors March 2015 - Present
Hillsboro Village Auto Service September 2014 - Present
Unum September 2013 - March 2015
Lincoln Financial Group January 2012 - September 2013
Lincoln Financial Group February 2008 - January 2012
Lincoln Financial Group October 2007 - February 2008
Lincoln Financial Group July 2002 - October 2007
Unum August 2000 - July 2002
Skills
Bi-lingual Spanish..., Life Insurance, Employee Benefits, Insurance, Disability Insurance, Sales, Customer Service, Salesforce.com, Account Management, Process Improvement, Underwriting, Leadership, Strategic Planning, Microsoft Office, Event Planning, Term Life Insurance, Marketing, Team Building, Sales Management, Human Resources, Social Media, Analysis, Management
Education
Bryan College 1995 — 1999
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Phoenix Life Insurance Company January 2015 - Present
Lincoln Financial Group September 2014 - January 2015
MetLife March 2013 - March 2014
Sheraton Hartford Hotel at Bradley Airport August 1997 - January 2013
Skills
Hospitality Management, Hotel Management, Hotels, Hospitality Industry, Hospitality, Front Office, Revenue Analysis, Pre-opening, Rooms Division, Customer Service, Customer Satisfaction, Leadership, Training, Catering, Event Management, Hiring, Management, Meeting Planning, Microsoft Office
Education
Branford Hall Career Institute-Windsor Campus 2013 — 2015
Computer Network Management
Morant Bay High School
Diploma
NW Financial Group, LLC May 2015 - Present
Lincoln Financial Group May 2014 - August 2014
Marlboro Swim Club April 2010 - July 2014
Skills
Lifeguarding, Critical Thinking, Sports, First Aid, Microsoft Word, Microsoft Excel, PowerPoint, Access, Leadership, Time Management, Volunteering, Data Entry, Organization, Bloomberg Terminal, Event Planning, Microsoft Office, Social Media, Customer Service, Public Speaking, Teamwork, Social Networking
Education
The Ohio State University Fisher College of Business 2013 — 2017
Bachelor’s Degree, Accounting and Business/Management
Brookdale Community College 2012 — 2013
3.8
Marlboro High School 2009 — 2013
Lincoln Financial Group January 2006 - Present
Unum March 1993 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Southern Maine 1987 — 1992
Economics (BS)
Boston University
Lincoln Financial Group June 2012 - Present
Christian Book Distributors October 2011 - April 2012
FTI Consulting April 2011 - June 2011
MFS Investment Management 1997 - 2009
Skills
Marketing Communications, Marketing, Social Media, SEO, Event Planning, Proposal Writing, Customer Service, Project Management, Editing, Team Building, Advertising, Marketing Strategy, CRM, Strategic Planning, Strategic Communications
Education
Boston University 1992 — 1994
BS, Hospitality Administration/Management
Fisher College 1989 — 1991
Associate's degree, Tourism and Travel Services Marketing Operations
Guardian Life January 2015 - Present
MassMutual Financial Group April 2013 - December 2014
MassMutual Financial Group September 2011 - March 2013
MassMutual Financial Group October 2009 - August 2011
MassMutual Financial Group June 2008 - September 2009
The Hartford December 2003 - May 2008
Phoenix Life Insurance Company November 2001 - November 2003
Lincoln Financial Group December 1998 - October 2001
Lincoln Financial Group January 1995 - November 1998
Skills
Strategic Planning, E-business, Vendor Management, Fixed Annuities, Insurance, Process Improvement, Business Analysis, Financial Services, SDLC, IT Strategy, Business Process..., Business Requirements, Change Management, IT Management, Leadership, Management, Project Portfolio..., Six Sigma, Strategy, Public Speaking, Social Influence, Common Sense, Strategic Leadership, Thought Leadership
Education
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration (M.B.A.), Global Business & Leadership, 3.87 GPA
Boston University
Bachelor's Degree, Liberal Studies, 3.96 GPA, Summa Cum Laude
University of Northwestern Ohio
Associate's Degree, Business, 3.72 GPA, High Honors
Lincoln Financial Group November 2014 - Present
Lincoln Financial Group July 2014 - November 2014
Randstad February 2013 - July 2014
Randstad June 2011 - February 2013
Bloomsburg University January 2011 - May 2011
Bloomsburg University January 2009 - May 2011
Skills
Training & Development, Interviewing, Payroll, Customer Service, Microsoft Office Suite, Team Leadership, Internet Recruiting, Interview Coaching, Job Coaching, Talent Management, Applicant Tracking..., Microsoft Office, Interviews, Employee Training, Recruiting, Deferred Compensation, Talent Acquisition, Employee Relations, Human Resources, Onboarding, Employee Benefits, Training, College Recruiting, Resume Writing, Cold Calling, Temporary Staffing, Temporary Placement, Time Management, Labor Relations, New Hire Orientations, Job Descriptions, Technical Recruiting, Management, PeopleSoft, Sourcing, Performance Management, Account Management, Career Development, Employee Engagement, Hiring, Networking, HRIS, Staffing Services, Permanent Placement, Screening, Personnel Management, Career Counseling, Screening Resumes, Contract Recruitment, HR Policies
Education
Bloomsburg University of Pennsylvania 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Management with a Concentration in Human Resources
Towson University 2007 — 2008
Bachelors, Mass Communications
Downingtown West 2004 — 2007
The Guardian Life Insurance Company of America March 2008 - Present
Principal Financial Group 2006 - 2008
Lincoln Financial Group 2002 - 2006
John Hancock Life Insurance Company (U.S.A.) 1997 - 2001
Skills
Mutual Funds, Insurance, Strategic Planning, Financial Services, Management, Sales, Account Management, Leadership, Relationship Management, Strategy, Team Building, Team Leadership, Product Development, Employee Benefits, Retirement
Education
Boston University
BS, Journalism & Public Communication
Master Property Management March 2007 - Present
Florida First Insurance 2011 - Present
The Colonnades Condo Assoc. 2007 - Present
The Continental Group formerly Prime Management 2006 - 2007
Community Management and Construction 2003 - 2006
Lincoln Financial Group 1999 - 2000
Lincoln Financial Group 1999 - 2000
paragon capital 1994 - 1995
Skills
Property Management, Real Estate, Condos, Investment Properties, Residential Homes, Investors, Rentals, Apartments, REO, Real Estate Transactions, Due Diligence, Short Sales, Sellers, Contract Negotiation, Critical Illness, Insurance, Employee Benefits, Whole Life, Universal Life
Education
Broward Community College
Associate of Arts (AA)
Deerfield Beach High School 1988 — 1992
Vanguard October 2011 - Present
Vanguard September 2010 - October 2011
Vanguard April 2006 - September 2010
Lincoln Financial Distributors January 2005 - March 2006
Lincoln Financial Group July 2002 - January 2005
Skills
Project Management, Email Marketing, Portfolio Management, Microsoft Office, Relationship Management, Marketing Communications, Mutual Funds, Leadership, Strategic Planning, Financial Services, Marketing Strategy, Investments, Asset Management, Series 7, Marketing, Digital Marketing, Strategy, Market Research, Series 63, Budgets, Social Media, Sales, Competitive Analysis, Analytics, CRM
Education
St. Joseph's University 2010 — 2013
MBA, Managing Human Capital
Boston College 1998 — 2002
B.S., Marketing and Finance
AIG June 2015 - Present
Lincoln Financial Group January 2010 - Present
Aviv Centers For Living September 2012 - November 2014
Mercer Outsourcing January 2006 - January 2010
New England Hot Dog Company March 2005 - December 2006
Winthrop Consulting November 2004 - December 2005
Putnam Investments July 1995 - November 2004
Allmerica Financial September 1991 - June 1995
Fidelity Investments June 1987 - September 1991
Skills
Mutual Funds, Investment Management, Insurance, Outsourcing, Brokerage, Franchising, Retirement, 401k, Series 7, Defined Benefit, Corporate Benefits, Pensions, Series 63, Investments, Asset Managment, Asset Allocation, ERISA, Financial Services, Retirement Planning, Alternative Investments, Investment Advisory, Investment Strategies, Asset Management, Financial Advisory, Employee Benefits, Wealth Management, CRM, Relationship Management, Securities, Fixed Annuities, Series 6, Equities, Finance, Portfolio Management, ETFs, Leadership, Business Strategy, Hedge Funds, Strategic Financial...
Education
Boston University Questrom School of Business 1988 — 1991
MBA, Marketing
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Business Administration (BBA), Finance
AIG May 2012 - Present
Lincoln Financial group October 2008 - March 2012
Delaware Investments, formerly a subsidiary of Lincoln Financial Group October 2008 - December 2009
Independence Blue Cross 2003 - 2008
PwC 1996 - 2003
Skills
Extensive experience..., Significant interaction...
Education
Drexel University 2003 — 2005
Executive MBA, Business Administration
Boston University - School of Management 1992 — 1996
Accounting
Lincoln Financial Group July 2014 - Present
Lincoln Financial Group October 2012 - June 2014
Lincoln Financial Group September 2005 - September 2012
Lincoln Financial Group November 1998 - August 2005
CIGNA May 1994 - October 1998
CIGNA August 1989 - April 1994
Skills
CPA, Project Management, Business Continuity..., Department Budgeting, Strategic Planning, Internal Controls, Internal Audit, Financial Analysis, Forecasting, Operational Risk..., Quality Auditing, Budgets, Auditing, Process Improvement
Education
Boston College 1985 — 1989
Bachelor of Science (B.S.), Accounting
Lincoln Financial Group May 2015 - Present
Lincoln Financial Group January 2014 - May 2015
Creative Planning LTD April 2009 - January 2014
Daydreamers Child Care March 2008 - April 2009
Skills
Insurance, Management, Finance, Life Insurance, Telephone Skills, Claim, Filing, Employee Benefits, Microsoft Excel, Customer Service, Benefits Administration, Financial Services, Series 63, Fixed Annuities, Leadership
Education
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor's of Science, Business Administration and Management, General
Lincoln Financial Group September 2004 - Present
UnumProvident 1996 - 2003
SunLife 1994 - 1996
Skills
Sales, Marketing, Employee Benefits, Strategic Planning, Health Savings Accounts, Team Building, Finance, Program Management, Customer Service, Disability Insurance, Process Improvement, Risk Management, Account Management, Workers Compensation, 401k, Health Insurance, Sales Management, Benefits Administration, Coaching, Brokers, Management, Fixed Annuities, Leadership, Strategy
Education
Boston College 1989 — 1993
Bachelor of Science (BS), Finance, General
Akamai Technologies June 2015 - Present
NTT DATA Corporation November 2014 - June 2015
ikaSystems May 2013 - September 2014
Neighborhood Health Plan October 2011 - May 2013
Liberty International Underwriters January 2010 - October 2011
Lincoln Financial Group April 2008 - June 2009
The Life and Annuity Group TLAG November 2007 - March 2008
Hartford Life Insurance 2002 - 2007
Hartford Life Insurance Japan 2004 - 2006
Hartford Life Japan 2004 - 2006
Skills
Business Analysis, Requirements Analysis, Testing, Requirements Gathering, Microsoft SQL Server, Visio, SDLC, SQL, Risk Management, Microsoft Excel, Stakeholder Management, C#, Microsoft Office, PowerPoint, Software Project..., Business Intelligence, Vendor Management, JIRA, Confluence, QNXT, CCA, Process Improvement, Management, Program Management, Project Management, CRM, Consulting, Information Technology, Data Warehousing, User Acceptance Testing, Agile Methodologies, Analysis, Data Analysis, Databases, IT Strategy, Quality Assurance, Software Documentation
Education
Bowdoin College 1986 — 1990
Bachelors of Arts, Government Legal Studies/Sociology Double Major
Conover Insurance March 2013 - Present
Highland Capital Brokerage 2011 - November 2011
National Life Group June 2008 - November 2008
Lincoln Financial Group July 2000 - June 2008
Lincoln Financial Group (formerly Jefferson Pilot Financial) 2000 - 2008
First Colony Life 1999 - 2000
GE Financial Assurance 1997 - 1999
GNA Corporation 1994 - 1997
Skills
Life Insurance,...
Education
Bowling Green State University 1979 — 1986
BA, English
Aetna January 2014 - Present
Aetna May 2013 - Present
Prudential Financial January 2011 - May 2013
The Hartford December 2007 - November 2010
The Hartford October 2006 - December 2007
Lincoln Financial Group May 2000 - September 2006
Power Specialists Associates, Inc March 1985 - May 2000
Skills
Vendor Management, Outsourcing, Governance, Vendor Relations, Operations Management, Contract Management, Process Improvement, Program Management, Resource Management, Insurance, IT Governance, Strategic Planning, Negotiation, Performance Management, BPO, Infrastructure, Offshoring, Change Management, Cross-functional Team..., PMP, Integration, Sourcing, IT Outsourcing, Enterprise Software, Leadership, Business Process..., Project Management, PMO, Project Portfolio..., SDLC, IT Strategy, Management, Strategy, Management Consulting, Business Development
Education
Boston University 2006 — 2008
Masters Certificate in Project Management
Western New England University 1994 — 1995
MBA
Massachusetts College of Liberal Arts 1986 — 1990
Bachelor or Science, Business Administration
Kelly Services August 2015 - Present
Lincoln Financial Group June 2015 - August 2015
Toys R Us November 2011 - August 2015
AmQuip Crane June 2012 - August 2014
Skills
Programming, Java, C++, Ruby, Puppet, SQL, HTML5, CSS, JavaScript, Bootstrap, Leadership, Git, NetBeans, Eclipse, Retail
Education
Bloomsburg University of Pennsylvania 2013 — 2017
Bachelor of Science (BS), Computer Science, 3.00
Bensalem High School 2009 — 2013
CSC June 2015 - Present
Library of Congress 2009 - Present
Enterprise Iron Financial Industry Solutions, Inc. February 2014 - March 2015
Lincoln Financial Group September 2013 - February 2014
Travelers February 2013 - May 2013
ING Nederland March 2011 - April 2012
VERTEX, Inc. September 2010 - September 2010
Lincoln Financial Group January 2007 - June 2009
The Hartford February 1999 - January 2007
ING Nederland January 1992 - February 1999
Skills
Systems Analysis, Business Analysis, Analysis, Requirements Gathering, System Requirements, Reporting & Analysis, Quality Assurance, Access, Business Objects, Series 6, Excel, SnagIt, SOX, OMNI, Sungard, Financial Reporting, Crystal Reports, Test Director, Military Operations, Visio, Mercury, Retirement Services, Retirement Plans, Variable, Life, Fixed Annuities, Annuities, Whole Life, Universal Life, SME, Roth IRA, MS Office Suite, MS Project, ClearQuest, User Acceptance Testing, Use Case Analysis, Lotus Notes, Team Building, Testing, US Army, Military Experience, Microsoft Office, SDLC, Software Documentation, Business Requirements, Requirements Analysis, Quality Center, Management, Retirement, Project Planning
Education
University of Connecticut 1991 — 1993
MS (Inc), Sport Management & Marketing
Eastern Connecticut State University 1986 — 1989
BS, Communications
Bowling Green State University 1987 — 1987
Communications
mhs
Lincoln Financial Group June 2015 - Present
HealthPort Technologies January 2015 - June 2015
Pulmonary & Sleep Center December 2012 - August 2013
NewBoy October 2010 - December 2011
UNICEF August 2008 - October 2010
EY July 2007 - October 2007
Skills
Project Management, Operations Management, Business Development, Management, Microsoft Office, Communication, Business Planning, Time Management, First Aid, Disaster Risk Reduction, Disaster Response, Strategic Planning, Business Strategy, iScala, eClinical Works, Public Speaking, Coaching, Healthcare, Team Management, PowerPoint
Education
Brenau University 2012 — 2013
Master of Business Administration (MBA), Healthcare Management
Damascus University 2005 — 2009
Bachelor's degree, Economics
AY Enterprises, Inc. January 2014 - Present
Al & Al Services, Inc July 2011 - January 2014
Lincoln Financial Group January 2008 - June 2011
Lincoln Financial Group February 1997 - June 2008
Alpha Chi Omega Fraternity, Inc. 2000 - 2004
WEEK-TV September 1995 - November 1996
Skills
Training, Employee Benefits, Management, Project Management, Marketing, Customer Service, Benefits Administration, Research, Newsletters, Corporate Communications, Process Improvement, Insurance, Coaching, Team Building
Education
Roosevelt University 1998 — 2005
MS, Integrated Marketing Communications
Bradley University 1993 — 1995
BA, Communications
Harper College 1991 — 1993
AA, General
Yelp July 2015 - Present
Yelp April 2015 - Present
Yelp September 2014 - Present
Yelp March 2014 - Present
Warner Chilcott July 2013 - January 2014
Maquet USA August 2012 - February 2013
Lincoln Financial Group July 2011 - September 2011
Lincoln Financial 2011 - 2011
Skills
Social Media, Advertising, Marketing Strategy, Marketing Communications, Social Media Marketing, Microsoft Office, Online Advertising, Marketing, Customer Service, Market Research, Social Networking, PowerPoint, Event Planning, Event Management, Microsoft Excel, Account Management, Marketing Research, New Business Development, Time Management, Microsoft Word, Public Speaking, Data Analysis, Negotiation, Research, Online Marketing, Sales, Salesforce.com
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Marketing
Ramsey Highschool
Lincoln Financial Group 2013 - Present
Lincoln Financial Group 2010 - 2013
Lincoln Financial Group 2006 - 2010
PVA Groupe Conseil 2005 - 2006
Wachovia, A Wells Fargo Company 2004 - 2005
Ameriquest Mortgage Company 2002 - 2004
Skills
Retirement, Mutual Funds, Insurance, Investments, ERISA, Relationship Management, Marketing, Financial Services, Business Strategy, Strategy, Business Process..., Strategic Financial..., Leadership, CRM, Cross-functional Team..., Analysis, Finance, Management
Education
Drexel University 2008 — 2011
MBA, Economics & Portfolio Management
Bloomsburg University of Pennsylvania
BS, Marketing
Lincoln Financial Group 2012 - Present
Skills
Call Center Operations, Data Analysis, Best Practices, Leadership, Talent Management, Problem Solving, Operations Management, Call Centers, Analysis, Business Process..., Financial Services, Business Analysis, Series 6, Process Improvement
Education
Boston University 1997 — 1999
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Arts (B.A.), Economics
Lincoln Financial Group October 2013 - Present
Career Visions December 2006 - Present
Dominion Tax Consulting Services January 1994 - Present
Skills
Job Search Strategies, Career Management, Career Counseling, Insurance, Public Speaking, Coaching, Customer Service, Accounting, PeopleSoft, Internal Audit, Business Development, Curriculum Design, Entrepreneurship, E-Learning, Hospitality, Higher Education, Leadership, New Business Development, Quality Auditing, Quality Management, Quality Assurance, Recruiting, Strategic Planning, Problem Solving, Visio, Budgets, Community Outreach, Nonprofits, Team Building, Training, Human Resources
Education
Luther Rice University 2011 — 2013
MS, Biblical Counseling
Fort Valley State University 2009 — 2011
MS Rehab Counseling
Clayton State University 2006 — 2008
BA
Georgia Perimeter College 1999 — 2000
AS
Clark Atlanta University 1992 — 1994
Borough of Manhattan Community College 1990 — 1992
AS
Lean Six Sigma Certified
Lyons Consulting Group February 2012 - January 2015
Lincoln Financial Group September 2011 - January 2012
Monster WorldWide November 2006 - August 2011
Nexeon International Corporaiton January 2003 - November 2006
Symphony IRI Group October 2000 - December 2002
Nexeon International Corporaiton March 2000 - September 2000
Skills
AJAX, MySQL, JavaScript, Agile Methodologies, XML, PHP, jQuery, Perl, Web Development, Apache, Subversion, CSS, SQL, Web Services, Software Development, Web Applications, HTML, Magento, Scrum, XHTML, Git, JSON, LAMP, OOP, Linux, E-commerce, SDLC, Software Project..., Requirements Analysis, Databases, Unix
Education
Bradley University 1996 — 1999
MS, Engineering
Osmania University 1991 — 1995
BS, Engineering
Fidelity Investments May 2012 - Present
Lincoln Financial Group November 2008 - May 2012
Fidelity Investments 1996 - 2008
Skills
Mutual Funds, Investments, Series 63, Financial Services, Series 7, Wealth Management, Retirement, Strategy
Education
Boston College 1983 — 1987
BA, Economics
Old Saybrook High School
Focused Technologies September 2012 - August 2013
Standard Register January 2005 - March 2012
Standard Register January 2004 - March 2012
Standard Register August 1994 - March 2012
Summit Financial Services December 1989 - August 1994
Lincoln Financial Group December 1989 - December 1991
Berkshire Life October 1987 - December 1989
Electrolux Floor Care & Small Appliances May 1983 - September 1987
Skills
Patient Safety, Document Management, Labels, Document Automation, Healthcare, Consultative Selling, New Business Development, Contract Negotiations, Account Management, Prescriptions, Security, Government Contracts, Drug diversion..., Trade Show..., Fraud Prevention, Solution Selling, Value Selling, Customer Focus, Customer Acquisition, Customer Retention, Key Account Management, Channel Marketing, Workflow Solutions, Prescription, Data Collection, Elecronic Content..., Document Scanning, Records Management, Image Capture, Digital Image Processing, Information Management, Selling, Contract Negotiation, Managed Print Services, Cloud Computing, B2B Marketing, Healthcare Industry, Leadership, Sales Process, Scanners, Multi-channel Marketing, Direct Sales, Print On Demand, Government Procurement, CRM, Sales, Direct Marketing, Print Management, B2B, Direct Mail
Education
Boston College
Massachusetts College of Liberal Arts
Bachelor of Business Administration (BBA), Marketing/Computer Science
VERTEX, Inc. August 2014 - Present
Selective Insurance September 2012 - August 2014
Lincoln Financial Group June 2008 - April 2012
VERTEX, Inc. April 2006 - April 2012
Hartford Life 2006 - 2007
Knights of Columbus 2004 - 2005
Systems Engineering Group 2001 - 2003
Mattioda Associates 1998 - 1999
Jackson National Life 1997 - 1998
Jackson National Life 1997 - 1998
Skills
TSO, COBOL, DB2, VSAM, CICS, Application Development, Mainframe, Fileaid, Insurance, Problem Solving, Systems Analysis, Endevor, Microsoft Office, Software Development, Programming, JCL, Visio, Requirements Gathering, Requirements Analysis, SDLC, Endeavor, Business Analysis, Data Warehousing, Business Requirements, Vendor Management, SQL, Process Improvement
Education
Boston College 1974 — 1978
B.A., Economics
Canterbury School 1971 — 1974
TicketNetwork November 2009 - Present
Lincoln Financial Group June 2008 - November 2009
SPX - Precision Components December 2006 - June 2008
Victorinox Swiss Army December 2002 - December 2006
GORP May 2000 - June 2002
Gobi March 1999 - May 2000
Lincoln Financial February 1995 - March 1999
Aetna Life & Casualty September 1990 - February 1995
United States Marine Corps September 1990 - May 1994
Skills
Strategic Technology..., GLBA, Disaster Recovery, Business Analysis, Change Management, Leadership, Management, Networking, Project Management, SQL, Security, Start-ups, Strategic Planning, Windows Server, Strategy, Budgets, ERP, Information Security, Information Technology, Analysis, Enterprise Software
Education
Boston University 2009 — 2011
MS, Computer Information Systems
University of Tennessee-Knoxville 2007 — 2007
Certificate, Executive Lean Training
University of Massachusetts at Lowell 2002 — 2005
BS, Information Technology
Practice Partners Consortium September 2013 - Present
Lincoln Financial Group 2008 - Present
Disability Research and Consulting, LLC November 2004 - Present
Matria Healthcare 2006 - 2008
Prest and Associates, Inc January 1995 - September 2005
MetLife February 1997 - August 2004
John Hancock Life Insurance Company (U.S.A.) November 1993 - December 1994
Baptist Hospital July 1991 - July 1993
United States Air Force July 1989 - July 1991
Skills
Integration, Healthcare, Healthcare Information..., Healthcare Management, Managed Care, Hospitals, Clinical Research, Strategic Planning, Process Improvement, Case Managment, Team Building, Insurance, Analysis, Program Management, Medicine, Training, Management, Healthcare Industry, Health Policy, HIPAA, Utilization Management, Health Insurance, Cross-functional Team..., Leadership, Disease Management, Healthcare Consulting, Informatics, Policy, Physicians, Quality Assurance, EHR, Program Development, EMR, Wellness, Case Management
Education
University of Alabama at Birmingham 2008 — 2008
Graduate Certficate in Medical Informatics, Medical Informatics
Columbia Theological Seminary 1997 — 2001
M. Div. with Honors, Divinity
Boston University School of Medicine 1978 — 1982
M.D., Medicine
Fairfield University 1974 — 1978
B.S., Summa Cum Laude, Biology
The Hartford February 2013 - Present
The Hartford October 2007 - October 2012
Lincoln Financial Group 1998 - 2007
Cigna Individual Life 1985 - 1998
Skills
Goal Oriented, Critical Thinking, Communication Skills, Market Research, Flexibility, Adaptability, Outsourcing, Exceptionally well..., Project Planning, Project Management, Program Management, Relationship Management, Operations Management, Management, Negotiation, Business Process..., Enterprise Software, Business Analysis, Vendor Management, SDLC, Risk Management, Process Improvement
Education
Boston University
Teikyo Post University
Bachelor of Science (BS), Management
Raymond James Financial Services Inc. October 2004 - Present
Lincoln Financial Advisors 2001 - 2004
Lincoln Financial Group 1994 - 1999
John Hancock Life Insurance Company (U.S.A.) 1992 - 1994
Bruce Lefavi 1989 - 1992
Skills
Investments, Finance, People Development, Financial Advisory, Ability to..., Multi-tasking, Technical Competence, Organized, Honest, Passionate
Education
The American College 2004 — 2008
ChFC, Financial Planning and Services
Brigham Young University
Fort Wayne Catholic Radio Group November 2007 - Present
Retired from Swiss Re July 2006 - Present
Redeemer Radio January 2010 - June 2010
Redeemer Radio July 2006 - October 2007
Swiss Re December 2001 - July 2006
Lincoln National Risk Management, Inc. 1997 - December 2001
Lincoln National Risk Management, Inc. 1988 - 1997
Lincoln Financial Group 1973 - 1987
Skills
Strategic Planning, Project Management, Risk Management, Insurance, Team Building, Management, Business Strategy, Product Development, Project Planning, Public Speaking, Strategy, Negotiation, Customer Service, Contract Negotiation, Business Process..., Cross-functional Team..., Executive Management, Information Technology, Leadership, Marketing, Process Improvement, Team Leadership
Education
Bowling Green State University 1966 — 1973
BA, Business & Computer Science
Transamerica Retirement Services March 2013 - Present
Lincoln Financial Group July 2007 - April 2013
John Hancock March 1998 - June 2007
Skills
401k, Retirement Plan..., Defined Contribution, Retirement, Series 6, Mutual Funds, Series 7, Defined Benefit, ERISA, Fixed Annuities, Retirement Planning, Qualified Retirement..., Profit Sharing, Series 65, Asset Allocation, Variable Annuities, Series 63, IRAs, Separately Managed..., Pensions, Uniform Combined State..., Investment Advisory, ETFs, FINRA, Series 24
Education
Bowling Green State University 1991 — 1995
Bachelors, History
Experian October 2013 - Present
CAC Group, Inc. July 2010 - October 2013
Lincoln Financial Group July 2007 - June 2010
Lincoln Financial Group September 2004 - July 2007
Mellon Financial April 2003 - September 2004
Westlake Financial Group July 2001 - April 2003
Skills
SAS, Data Analysis, Analytics, Statistical Modeling, Marketing Strategy, Telco, Hospitality, QlikView, Customer Segmentation..., Data Manipulation, Statistical Data..., Project Management, Consulting, Predictive Modeling, Employee Benefits, Customer Insight, SPSS, Data Mining, R, Statistics, Logistic Regression, Database Marketing, Analysis, Marketing Analytics, Predictive Analytics, SAS programming, Strategy, Quantitative Analytics, Business Intelligence, Customer Analysis, CRM, Business Analytics, Databases, Multi-channel Marketing, Segmentation
Education
DePaul University 2007 — 2010
Masters of Science, Applied Statistics
Bradley University 1997 — 2001
Bachelor of Science, Marketing
University of Economics, Prague 2000 — 2000
Study Abroad, Economics
Independence Blue Cross May 2015 - Present
AXIS Capital 2015 - Present
AIG 2012 - 2015
Bank of America 2011 - 2012
Clean City LLC June 2010 - June 2011
Alchemi, Inc 2000 - 2011
Center for Emerging Visual Artists 2004 - June 2010
Philadelphia Housing Authority 2008 - 2010
MarketingNPV October 2007 - 2008
Lincoln Financial Group 2004 - 2007
Skills
Training, Finance, Analysis, Investments, Coaching, New Business Development, Data Analysis, Organizational..., Risk Management, Nonprofits, Team Building, Proposal Writing, PMP, Leadership, Strategy, Management, Management Consulting, Business Development, Business Strategy, Strategic Planning, Marketing, Program Management, Process Improvement, Project Management, Public Speaking, Change Management, Business Process..., Marketing Strategy, Leadership Development, Financial Analysis, Business Planning, Six Sigma, Non-profits, Financial Modeling, FLMI
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
University of Pennsylvania - The Wharton School 2002 — 2004
Brown University 1991 — 1993
BA
University of Antwerp 1991 — 1992
Diploma
Milton Hersey School
Lincoln Financial Group November 2014 - Present
Athene Annuity & Life Assurance Company 2011 - October 2014
RBC Insurance 2006 - 2011
RBC Insurance 2005 - 2006
Skills
Communication, Performance Management, Project Delivery, Process Improvement, Employee Training, System Testing, Quality Assurance, Regulatory Compliance, Vendor Management, Management, Training, Public Speaking
Education
Bob Jones University 1998 — 2002
BA, German Language and Literature
Wells Fargo January 2014 - August 2015
NTT Data April 2012 - October 2013
Wells Fargo November 2011 - April 2012
Lincoln Financial Group November 2010 - November 2011
Ameriquest Mortgage Co 2004 - 2006
Skills
Call Centers, Cisco Call Manager, Call center start-up, NICE Call Recording, Project Management, Program Management, Business Analysis, Cisco Technologies, VoIP, Cisco VoIP, Change Management, Vendor Management, Vendor Relationship..., Third Party Vendor..., Business Process..., Microsoft Project, Predictive Dialers, Dialer Management, Dialers, Project+, Customer Service
Education
New York University 1992 — 1993
English/Language Arts Teacher Education / Film
Borough of Manhattan Community College 1991 — 1992
Lincoln Financial Group August 2015 - Present
Wells Fargo Insurance Services August 2014 - August 2015
Lincoln Financial September 2009 - August 2014
Lincoln Financial Group September 2007 - September 2009
Lincoln Financial Group April 2004 - September 2007
Canada Life January 2002 - April 2004
Canada Life August 1997 - January 2002
Canada Life January 1994 - July 1997
Travelers Insurance April 1992 - January 1994
Ing Life Of Georgia October 1989 - April 1992
Skills
Underwriting, Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Life Insurance, Claim, Brokers, Reinsurance, Negotiation, Health Insurance, Management, Group Insurance, Accident, Advanced Problem Solving, Excel Expert, Group Benefits, Ancillary Benefits, Alternate Funding, Enrollment Strategies, Disability Claims..., FMLA, Risk Management
Education
International Foundation Education - Benefits & Compensation, The Wharton School 2010 — 2012
CEBS
University of North Carolina at Charlotte 1985 — 1987
BA, English
Brevard College 1983 — 1985
AA
Sun Delivery LLC September 2015 - Present
Cook Out Restaurants March 2013 - August 2015
Lincoln Financial Group August 2012 - 2013
Turlington & Company, L.L.P. September 2011 - August 2012
Gerald O. Dry, P.A. January 2011 - May 2011
Carolina Container August 2010 - January 2011
Skills
ProSystems, Peachtree, Microsoft Excel, Microsoft Access, Portuguese, Pensoft, ProSeries, Quickbooks, Accounting, Accounts Payable, Bookkeeping, Tax Preparation, Tax, Tax Compliance, Financial Reporting, SEC filings, Hyperion Reports, Essbase, PeopleSoft, Financial Analysis, Financial Accounting, Accounts Receivable, Auditing, Financial Statements, GAAP, Payroll, Management, QuickBooks
Education
University of North Carolina at Charlotte 2010 — 2011
Master of Accountancy, Accounting
Brigham Young University 2006 — 2009
B.S., Family Finance
Johnson & Johnson July 2015 - Present
Johnson & Johnson August 2014 - July 2015
Renessenz, LLC October 2013 - July 2014
Renessenz, LLC July 2012 - September 2013
Starbucks June 2011 - June 2012
Campbell Soup Company July 2009 - June 2011
Elizabeth Arden May 2006 - June 2007
Lincoln Financial Distributors August 2005 - May 2006
Lincoln Financial Group July 2002 - August 2005
Skills
Leadership, Segmentation, Competitive Analysis, Business Development, Sales, FMCG, Customer Insight, Consumer Products, Management, Brand Management, Product Development
Education
Wharton School, University of Pennsylvania 2007 — 2009
MBA, Marketing
Boston College - Carroll School of Management 1998 — 2002
BS, Marketing, Communications
Lincoln Financial Group June 2015 - Present
Geisinger Health Plan April 2012 - March 2015
Geisinger Health Plan June 2010 - March 2012
Geisinger Health Plan June 2007 - May 2010
Target March 2005 - May 2007
Bloomsburg University August 2002 - May 2003
Skills
SQL Server, Customer Service, Access, Microsoft Office, Crystal Reports, Business Objects, SQL, Healthcare, Medicare Part D, Compliance, Informatics, Microsoft SQL Server, Healthcare Information..., Leadership, Medicaid, Data Warehousing, HIPAA, Data Analysis, Process Improvement, Teradata, Medicare
Education
Bloomsburg University of Pennsylvania 1999 — 2003
2003, Computer Science
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company April 2011 - September 2013
Ord Minnett December 2009 - March 2010
Lincoln Financial Group June 2008 - August 2009
StudentCity.com September 2007 - June 2008
PKHB CPA June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Research, Bloomberg, Investments, Due Diligence, Economics, Mutual Funds, Valuation, Equities, Portfolio Management, Corporate FP&A
Education
Boston College 2004 — 2008
BS, Finance
UNSW Australia 2006 — 2006
Study Abroad
Lincon Financial Group January 2012 - Present
Lincoln Financial Group May 2010 - January 2012
LifeYield, LLC July 2008 - August 2009
Fidelity Investments February 2006 - March 2008
Fidelity Investments January 2004 - January 2006
Greg Jackson Ltd. County Mayo, Ireland October 2002 - October 2003
Fidelity Investments June 2000 - September 2002
Fidelity Investments December 1997 - May 2000
Fidelity Investments February 1996 - November 1997
Fidelity Investments September 1994 - January 1996
Skills
Retirement Planning, Retirement, Financial Services, Relationship Management, Strategy, Fixed Income, Financial Advisory, Cross-functional Team..., Product Management, Program Management, Leadership
Education
Bowdoin College
AB, psychology
Brown University
MAT, Education
CSW
Companion Services December 2014 - Present
Lincoln Financial Group June 2009 - December 2014
Ohio National Financial Services September 2006 - August 2008
Examinetics September 2005 - June 2006
MetLife September 1997 - April 2004
Paul Revere Life Insurance Co. September 1993 - August 1997
Unum September 1984 - July 1993
Equifax March 1979 - August 1984
Skills
Claim, Insurance, Claims Management, Disability Insurance, Analysis, Negotiation, Life Insurance, Coaching, Customer Service, Mediation, Interviews, Policy, Management
Education
Bradley University
BS, Communications/Philosphy
St. Patrick High School
Wright CC
AA, Speech
Centier Bank June 2012 - Present
Grabill Bank 2009 - 2012
Lincoln Financial Group 1986 - 2006
Skills
Banking, Commercial Lending, Small Business Lending, Loans, Credit, Retail Banking, Risk Management, Underwriting, Financial Analysis, Construction Loans, Consumer Lending, Lines Of Credit, Private Banking, Refinance
Education
Brigham Young University
Indiana University-Purdue University at Fort Wayne
Ascensus June 2015 - Present
Coho Partners, Ltd. July 2012 - November 2014
Lincoln Financial Group February 2012 - July 2012
Beneficial Advisors, LLC September 2009 - January 2011
Turner Investment Partners April 2007 - October 2008
SEI Investments October 1998 - March 2007
Skills
Investments, Mutual Funds, New Business Development, Multimedia, Relationship Management, Asset Management, Training, Customer Relations, Series 7, Series 63, 401k, Banking, Financial Services, CRM, Marketing, Press Releases, Strategic Financial..., Customer Service, Investment Advisory
Education
Bloomsburg University of Pennsylvania 1983 — 1986
BA, Sociology
Montoursville High School
FastTrack RTW Services & Solutions October 2012 - Present
WellPoint January 2009 - October 2012
Wright Rehabilitation Services August 2008 - January 2009
GAB Robins October 2007 - December 2008
Lincoln Financial Group January 2008 - August 2008
Integrated Care Management January 2007 - October 2007
Integrated Care Management January 2000 - January 2007
Integrated Care Management January 1997 - January 2000
Fortis Insurance Belgium April 1995 - May 1996
GENEX May 1988 - May 1995
Skills
Disability Management, Certified Case Manager, Rehabilitation..., Workers Compensation, Collective Bargaining, Case Managment, Claim, Vocational..., Managed Care, Insurance, Claims Management, Medicare, Disabilities, Medical Case Management, Disability Insurance, Benefits Administration, FMLA, Case Management, Employee Benefits, Rehabilitation, Workers' Compensation..., Training, Human Resources, Utilization Management
Education
Boston University 1983 — 1988
BS, MS, Rehabilitation Counseling
Lincoln Financial Group July 2014 - Present
New Vantage Partners August 2013 - Present
Brant Point Consulting, LLC April 2012 - June 2014
New York Life Insurance Company October 2007 - March 2012
The Hartford April 2002 - September 2007
MassMutual Financial Group February 1997 - April 2002
The Paul Revere Insurance Group May 1974 - February 1997
Skills
Insurance, Chief Executive Officer, Chief Operating Office, Senior Executive..., Board Director, Chief Actuary, Full P&L Responsibility, International Business..., Emerging Markets, Actuarial Science, Disability Insurance, Employee Benefits, Life Insurance, Acquisitions, Mergers, Risk Management, Board Audit Committees, Financial Analysis, Strategic Planning, Sales Management, Talent Management, Marketing Strategy, Financial Reporting, Financial Services, Financial Modeling, International Joint..., Asia, Mexico, Insurance Distribution, Career Agency Systems, Brokerage Distribution, Bank Distribution, Direct Insurance Selling, Operations Management, Claims Management, Insurance Compliance, Underwriting, Technology for..., Mergers & Acquisitions, Business, Investments, Strategy, Fixed Annuities, Entrepreneurship, Finance, Leadership, Mutual Funds, Portfolio Management, Reinsurance, Retirement
Education
Boston College 1972 — 1974
MA, Mathematics
Boston College 1968 — 1972
BA, Mathematics
Lincoln Financial Distributors November 2014 - Present
Lincoln Financial Group November 2013 - Present
Vanguard January 2012 - November 2013
Educational Benchmarking, Inc January 2011 - January 2012
MF Global January 2006 - January 2012
Binghamton University November 2010 - February 2011
American Student Assistance 2006 - 2009
Harvard University April 2004 - September 2006
Massachusetts Institute of Technology March 2006 - August 2006
Bedford/St. Martins Publishing 2001 - 2003
Skills
Corporate Communications, Marketing Communications, Blogging, Newsletters, Press Releases, Strategic Communications, Digital Strategy, Editing, Marketing Strategy, Social Media, Internal Communications, Editorial, Publishing, Copy Editing, Integrated Marketing, Non-profits, Management, Email Marketing, Fundraising, Media Relations, Web Content, SEO, Public Relations, Online Advertising, Advertising, Web Analytics, Marketing, Content Development, Strategy, Copywriting, Market Research, Content Strategy, White Papers
Education
Brown University 1996 — 1999
A.B., Literature with Honors in Creative Writing
Emerson College 2000 — 2003
MFA, Creative Writing
Lower Merion High School 1991 — 1995
Lincoln Financial Group May 2014 - Present
Lincoln Financial Group December 2013 - May 2014
Citi September 2012 - December 2013
Solstas Lab Partners January 2007 - June 2012
UnitedHealthcare July 2005 - January 2007
Lincoln Financial Group/formerly Jefferson-Pilot Financial March 2000 - December 2004
US Army September 1989 - August 1992
Skills
Accounts Receivable, Customer Service, Cash Posting, Office Administration, Microsoft Excel, Microsoft Word, Healthcare Management, Insurance, Internet, Writing, Accounts Payable, Vendor Relationships, Research, Underwriting, Finance, Qualified Retirement..., Securities, Investments, Billing Solutions, Sales, Team Building, Customer Retention, Customer Escalation..., Outstanding..., Accounting, Employee Benefits, Customer Satisfaction, CRM, Data Entry, Software Documentation, Access
Education
Bluefield College
Bachelor of Science (B.S.), Organizational Leadership
Roanoke College
Sun Life Financial 2008 - Present
Lincoln Financial Group January 1998 - 2008
CIGNA Individual Insurance January 1994 - January 1998
Skills
Executive Management, Strategic Planning, Strategic Leadership, Inspiration, Mentoring, Coaching, Financials, Insurance, Health Insurance, International Management, North America, Talent Management, Leadership Development
Education
Brown University
Bachelor's degree
Pegasystems April 2013 - Present
Boston College January 2012 - April 2013
Forrester Research May 2011 - December 2011
Forrester Research April 2009 - May 2011
Forrester Research June 2008 - April 2009
Lincoln Financial Group August 2006 - June 2008
OpenPages 2005 - 2006
Education
Quinnipiac University - School of Business 2013 — 2016
MS in Organizational Leadership
Boston College 2002 — 2006
BS, Marketing, Faith, Peace and Justice
National University of Ireland, Galway 2004 — 2004
Semester Abroad, Marketing
Lincoln Financial Group January 2015 - June 2015
ROA REHABILITATION SERVICES February 2013 - January 2015
The Edge Health & Fitness former GOLDS GYM August 2013 - September 2014
Pyramids Wellness Ctr October 2012 - February 2013
Steiner Leisure Limited 2000 - 2007
Skills
Management, Customer Service, Sales, Spa, Wellness, Hospitality, Training, Coaching, Skin Care, Retail
Education
Florida College of Natural Health-Pompano Beach 1999 — 2000
Associate of Science in Natural Health, Medical Aesthetician
Palm Beach State College 1995 — 1997
General education courses studied
Broward College 1991 — 1994
General courses studied
Lincoln Financial Group September 2005 - Present
Lincoln Financial Group January 1999 - September 2005
Aetna, Inc January 1995 - December 1998
Education
Boston University
Master Certification, Project Management
The University of Connecticut School of Business
Bachelor of Science, Business Administration
TIBCO Software Inc. August 2013 - Present
TIBCO Spotfire June 2011 - August 2013
CareerNumbers March 2010 - June 2011
Lincoln Financial Group August 2008 - July 2009
Lincoln Financial Distributors August 2007 - August 2008
EMC June 2006 - August 2006
College Works Painting February 2005 - September 2005
Skills
Marketing, Salesforce.com, Sales Operations, Analytics, Business Development, SaaS, Sales, Enterprise Software, Account Management, Cold Calling, Pre-sales, Strategic Partnerships, Advertising, Lead Generation, Solution Selling, CRM, New Business Development, Sales Process, Professional Services, Cloud Computing, B2B, Sales Enablement, Competitive Analysis, Business Intelligence, Demand Generation, Selling, Partner Management, Business Alliances, Go-to-market Strategy, Software Industry, Strategy, Product Marketing, Direct Sales, Product Management, Channel Partners, Email Marketing, Start-ups, Sales Management, Cross-functional Team..., Marketing Automation, Product Launch, Consulting, International Sales, Marketing Management, Market Research, B2B Marketing, Online Marketing, Customer Acquisition, Direct Marketing
Education
Boston College 2003 — 2007
B.S. in Management, Carroll School of Management, Majors in Finance and History
Compudyne June 2012 - Present
Sovran, Inc. April 2005 - June 2012
Lincoln Financial Group January 2000 - April 2005
A.H. Larenzie March 1998 - January 2000
Skills
Microsoft, VMware, Cisco, HP, Apple, Cisco Technologies, Strategy, Data Center, Solution Selling, Active Directory, Management, Leadership, SaaS, Servers, Managed Services, Sales, Enterprise Software, Information Technology, Cloud Computing, Disaster Recovery, Microsoft Exchange, Professional Services, Sales Management, Microsoft Technologies, Virtualization, Channel Partners, SAN, Firewalls, Network Security, Storage Area Networks, Networking, Training, VoIP, Windows Server, Unified Communications, Channel, Storage, SharePoint, Hardware, Salesforce.com, Vendor Management
Education
Brown College
Saint Mary's University of Minnesota
Stillwater
Ecodocx August 2009 - Present
Hydro One 2011 - 2012
Acushnet Company 2011 - 2012
StreamServe March 2005 - July 2009
Lincoln Financial Group 2002 - 2005
Colliers International 2001 - 2001
Skills
Business Analysis, Management, Business Intelligence, Requirements Analysis, Integration, Web Development, Business Process, Professional Services, Management Consulting, Business Process..., ERP, Project Management, SDLC, Enterprise Software, Software Project..., IT Strategy, Solution Architecture, Cloud Computing, Consulting
Education
Harvard University 2009 — 2012
MA, Management
Bowdoin College 1998 — 2002
NetSuite August 2015 - Present
iPipeline April 2010 - August 2015
iPipeline October 2009 - April 2010
Lincoln Financial Distributors February 2008 - October 2009
Lincoln Financial Group 2006 - 2008
Lincoln Financial Distributors 2003 - 2006
Accelesoft Corporation January 2001 - July 2003
Prophet 21, now Epicor 2000 - 2003
Skills
Sales, SaaS, Cloud Computing, Enterprise Software, Strategic Planning, New Business Development, Business Development, E-commerce, Management, Process Improvement, Account Management, Team Leadership, Contract Negotiation, Cross-functional Team..., Direct Sales, Professional Services, Sales Operations, Sales Process, Negotiation, Relationship Management, Sales Presentations
Education
University of Phoenix 2000 — 2007
BS, Business / eBusiness, 3.46 GPA
Boston University 2006 — 2006
Principles & Techniques of Project Management, Project Management
The George Washington University 2006 — 2006
Scheduling and Cost Control & Risk Management, Project Management
Data Processing Training School 1998 — 1999
Associates Degree, Client / Server Computer Programming, 3.55 GPA
HRD Strategies, Inc. May 2015 - Present
HRMAG December 2014 - Present
Bell Partners Inc. April 2013 - April 2015
Market America, Inc. February 2012 - April 2013
Better Business Bureau of Central North Carolina July 2009 - February 2012
Page High School January 2005 - March 2010
JoanR. Stanley J.D. March 2008 - July 2009
Worldwide Insurance Network, Inc. January 2006 - January 2008
Lincoln Financial Group January 2005 - January 2006
Prudential Financial May 2001 - December 2003
Skills
Public Speaking, Strategic Planning, Non-profits, Analysis, Risk Management, Management, Training, Project Management, Team Leadership, Policy, Human Resources, Leadership, Team Building, Recruiting, Coaching, Budgets, Employee Benefits, Nonprofits, Social Networking, Interviews, Public Relations, Employee Training, Performance Management, Customer Service, Leadership Development, Sales, Software Documentation, Marketing, Program Management, Organizational..., Insurance, Time Management, Event Planning, Advertising, Employee Relations, Event Management, Fundraising, Benefits Administration, Social Media, Personnel Management, Change Management
Education
Brooklyn Law School 1989 — 1993
J.D., Law
Iona College 1982 — 1986
B.A., Criminal Justice
The University of South Dakota May 2013 - Present
University of Missouri 2009 - July 2013
Alliant Techsystems Inc. (ATK) January 2008 - August 2009
Zions Bancorporation April 2007 - October 2007
Lincoln Financial Group June 2004 - August 2006
Skills
Data Analysis, VBA, Statistics, Access, SAS, Microsoft Excel, Strategic Planning, Business Strategy, Teaching, Research, Statistical Modeling, Strategy, Program Management, Management, Finance
Education
University of Missouri-Columbia, College of Business 2009 — 2013
Doctor of Philosophy (PhD), Business Administration and Management, Strategic Management
Brigham Young University 2006 — 2008
MBA
Brigham Young University 1998 — 2004
Statistics, Actuarial Science
Alexander Mann Solutions March 2015 - Present
Hammersmith Coach & Consult May 2008 - Present
Alliance Solutions Group September 2011 - March 2015
Lincoln Financial Group February 2010 - September 2011
Your Friends & Neighbors Social Services Agency March 2009 - February 2010
Kelly Services July 2008 - May 2009
Eastern Kentucky University August 2006 - July 2008
Cedar Fair Entertainment Company April 2000 - August 2006
Skills
Human Resources, Leadership Development, Employment Law..., Recruiting, Staffing Services, Training, Job Coaching, Organizational..., Compensation & Benefit, Employee Handbooks, FMLA, Applicant Tracking..., College Recruiting, Technical Recruiting, Performance Management, Onboarding, Resume Writing, New Hire Orientations, HRIS, Employee Relations, Employee Benefits, Talent Acquisition, HR Policies, Workforce Planning, Employee Engagement, Interviews, Deferred Compensation, Succession Planning, Talent Management, Sourcing, Hiring, Benefits Administration
Education
Eastern Kentucky University 2006 — 2008
Master's degree, I/O Psychology, Human Resources Management
Bowling Green State University 1999 — 2006
Bachelor's degree, I/O Psychology, Human Resources Management
Bellevue High Scool 1998 — 2001
College Prep
Interactive Health, Inc January 2015 - Present
Interactive Health, Inc March 2014 - Present
College of Lake County August 2012 - Present
Allstate January 2013 - February 2014
CDW June 2012 - December 2012
Redpoint Technologies December 2010 - May 2012
Lincoln Financial Group November 2009 - November 2010
VW Credit, Inc. April 2008 - October 2009
Allstate August 2007 - February 2008
Crate&Barrel 2006 - 2007
Skills
Agile Methodologies, Databases, Business Analysis, SDLC, .NET, Process Improvement, Scrum, Microsoft SQL Server, Agile Project Management, SharePoint, Management, Software Development, Software Project..., Enterprise Architecture, Business Process, Web Services, Solution Architecture, IT Management, C#, UML, Architecture, Oracle, XML, WCF, Database Design, ASP.NET, Business Process..., JavaScript, Web Development, Requirements Gathering, Business Intelligence, Enterprise Software, SOA, SQL, Integration
Education
Bradley University 1987 — 1991
B.S., Computer Science, Math
Bradley University
Master of Science (MS), Computer Science
Symetra April 2014 - Present
The Hartford July 2003 - April 2014
Lincoln Financial Group October 2001 - July 2003
PwC June 1999 - October 2001
Deloitte Consulting July 1994 - June 1999
Skills
Insurance, Business Analysis, Data Warehousing, SDLC, Requirements Analysis, Requirements Gathering, Enterprise Architecture, Business Requirements, Data Modeling, Business Intelligence, Vendor Management, Business Objects, Project Portfolio..., PMO, Visio, Agile Methodolgy, IT Strategy, IT Solutions, Predictive Analytics, Software Development, Disability Insurance, Group Life, Employee Benefits, Agile Methodologies
Education
Brunel University 1990 — 1994
Bachelor of Science (BS), Computer Science and Management Information Systems
Lincoln Financial Group June 2015 - Present
SEI Investments August 2006 - Present
BlackRock January 2005 - August 2006
Rackspace Hosting December 2003 - August 2004
GETDD Venture Capital Ltd. September 1999 - August 2001
GETDD Int’l Trust & Investment Corp. July 1998 - August 1999
Skills
Portfolio Management, Investments, Fixed Income, Alternative Investments, Strategy, Hedge Funds, Manager Research, Mutual Funds, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Master, Finance
Nankai University 1994 — 1998
Bachelor, Finance
SmashFly Technologies September 2013 - Present
The Candidate Experience Awards February 2013 - Present
SmashFly Technologies June 2011 - August 2013
SmashFly Technologies February 2010 - May 2011
FantasyBaseballHotStove October 2010 - January 2011
CareerNumbers January 2010 - February 2010
Lincoln Financial Group August 2007 - August 2009
Kraft Sports Group August 2006 - December 2006
Bank of America Championship February 2006 - July 2006
Skills
Social Media Marketing, CRM, Marketing, Strategy, Social Media, SEO, Blogging, Recruiting, Leadership, Marketing Communications, Marketing Strategy, Social Networking, Online Marketing, Management, Talent Acquisition, Public Relations, Analytics, Content Strategy, Sales, Recruitment Marketing, B2B Marketing, Enterprise Software, Lead Generation, Marketing Copy, Recruitment Marketing..., White Papers, Talent Networks, Website Copy, Content Creation, Recruitment Analytics, Messaging, Web Content, mobile recruiting, B2B Marketing Strategy, Social Recruiting, Career Site Development, Candidate Experience, Product Marketing, Storytelling, Digital Marketing, Customer Marketing
Education
Boston College 2003 — 2007
BA, Marketing
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2007
Business Management, Marketing
Melton Consulting Services, Inc. January 2011 - Present
Chamberlain July 2008 - December 2010
Chamberlain January 2006 - July 2008
Chamberlain June 2004 - December 2005
Lincoln Financial Group December 2002 - May 2004
Duchossois Industries, Inc. April 2001 - October 2001
Hewitt Associates June 1998 - April 2001
Skills
HRIS, Human Resources, Employee Relations, Benefits Administration, Project Management, Strategic Planning, Leadership, Performance Management, Negotiation, Succession Planning, Employee Benefits, Talent Management, Organizational...
Education
Bradley University 1994 — 1998
B.S., Business Management
DENTSPLY Implants March 2014 - Present
Lincoln Financial Group November 1999 - March 2014
Skills
Series 7, Series 63, Fixed Annuities, Insurance, Financial Services, Retirement Planning, Investments, Sales, 401k, Variable Annuities, Securities, Retirement, Long-term Care, Life Insurance, Mutual Funds
Education
Bloomsburg University of Pennsylvania 1991 — 1995
Argo Group July 2014 - Present
Lincoln Financial Group March 2013 - June 2014
Genworth Financial August 2005 - March 2013
Jackson National Life 2001 - 2005
Jeld-Wen 1999 - 2000
Skills
Tax, Sarbanes-Oxley Act, Insurance, Corporate Tax, Risk Management, Strategic Financial..., Financial Analysis, Internal Controls, Accounting, Financial Services, Financial Reporting, Financial Modeling, Finance
Education
Brigham Young University 1981 — 1985
MAster of Accountancy
EMPOWER Retirement August 2014 - Present
JPMorgan January 2008 - September 2014
Lincoln Financial Group July 2000 - February 2007
Lincoln Financial Group 2000 - 2007
Duchossois Industries, Inc. June 1998 - June 2000
Hewitt Associates May 1994 - June 2000
Skills
401k, Retirement, Employee Benefits, Benefits, Client Services, Vendor Management, Benefits Administration, Defined Benefit, ERISA, Financial Services, Pensions, Defined Contribution, Mutual Funds
Education
Bradley University 1990 — 1994
Voya Financial June 2015 - Present
Insurity January 2013 - June 2015
Lincoln Financial Group May 2012 - January 2013
Travelers November 2010 - April 2012
The Hartford Financial Services September 2007 - November 2010
The Hartford Financial Services April 2005 - September 2007
CIGNA July 2000 - April 2005
Travelers May 1995 - July 2000
Skills
PMO, Process Improvement, Program Management, Portfolio Management, Strategic Planning, Resource Management, Metrics, Claims, SDLC, IT Strategy, Project Portfolio..., Outsourcing, Claim, Risk Management, Enterprise Architecture, Integration, Business Analysis, Project Management, Team Leadership, Analysis, Requirements Gathering, Management, Agile Methodologies, Six Sigma, Leadership
Education
IBM Executive Business Institute 2005 — 2007
Consulting, Facilitation, Negotiation
Boston University 1999 — 2000
Project Management Development Program
Lehigh University 1990 — 1994
B.S., Chemical Engineering
Aviva Life Insurance July 2008 - Present
Milliman Consulting December 2007 - May 2008
AIG American General/ August 2006 - December 2007
Lincoln Financial Group May 2005 - August 2006
The World Bank May 2000 - May 2005
Skills
Valuation, ALM, Derivatives, Hedging, Equities, Actuarial Science, VBA, Insurance, Statistics, Risk Management, SAS, Risk, Annuities, Investments, Financial Modeling, Mathematics
Education
The George Washington University 2003 — 2005
MS, Statistics (Applied Mathematics)
Brunel University London
MS, Finance and Investments
City University London
Post Graduate Dip., Applied Mathematics.
University of Yaounde
License, Mathematiques Pures
lycee polyvalent
Bacc C, Mathematics and Physics
bswift July 2014 - Present
Zest Health December 2013 - June 2014
Summit Financial Corporation April 2012 - August 2013
Lincoln Financial Group March 2011 - April 2012
Dearborn National June 2010 - March 2011
Unum September 2004 - June 2010
Guardian Life Insurance 2001 - 2004
Education
Bowdoin College 1996 — 2000
BA, Government and Legal Studies
Ash Brokerage March 2011 - Present
Lincoln Financial Group July 2004 - March 2011
Lincoln Financial Group January 2002 - July 2004
Lincoln Financial Group January 2000 - 2002
Skills
Maintaining Strong..., Customer Service..., Quality Performance &..., Staff Recruiting, Staff Development, Crisis Management, Problem Solving, Performance Metrics, Operational Improvement, Program Management, Strategic Planning, Technology Solutions, Platform Integration, Variable Annuities, Fixed Annuities, Indexed Annuities, Long Term Care Insurance, Disability Insurance, Life Insurance, Operational Efficiency, Insurance, Recruiting, Underwriting, Analysis, Retirement, Term Life Insurance, Training, Risk Management, 401k, Process Improvement, Series 6, Customer Service, Long-term Care, Management, Brokers, Investments, Retirement Planning, Sales, Leadership
Education
Bowling Green State University 1992 — 1996
Bachelor of Science (B.S.), Speech-Language Pathology/Pathologist
Lincoln Financial Group January 2003 - Present
Lincoln National 2002 - Present
Education
Boston College 1984 — 1988
Bachelor of Arts (BA), Computer Science
Lincoln Financial Group April 2012 - Present
Lincoln Financial Group April 2010 - October 2012
Lincoln Financial Group July 2008 - April 2010
Lincoln Financial Group June 2006 - July 2008
Skills
Retirement, 401k, Insurance, Retirement Planning, Mutual Funds
Education
Roosevelt University 2007 — 2010
MBA, Accounting
Bradley University
Bachelor of Science (B.S.), Business Management and Administration
TG December 2014 - July 2015
QA Test August 2001 - June 2015
Scripps Networks Interactive July 2013 - November 2014
Microsoft September 2012 - May 2013
State of NC November 2011 - May 2012
Fidelity Investments June 2011 - November 2011
Blue Cross Blue Shield NC January 2011 - June 2011
Lincoln Financial Group June 2010 - December 2010
EDS, an HP Company February 2009 - March 2010
T-Mobile May 2008 - October 2008
Skills
System Testing, Test Automation, Quality Assurance, Regression Testing, Performance Testing, Defect Tracking, Functional Testing, Programming, Analysis, Statistics, QTP, Quality Center, Test Planning, Software Quality..., Testing, SDLC, Requirements Analysis, Automation, SQL, LoadRunner
Education
Bowling Green State University 1983 — 1987
BS, MIS
Bowling Green State University 1983 — 1987
Bachelors of Science Degree, Management Information Systems, General
Franklin Square Capital Partners April 2013 - Present
Franklin Square Capital Partners March 2012 - April 2013
Lincoln Financial Group April 2010 - March 2012
Lincoln Financial Group August 2008 - April 2010
OppenheimerFunds 2007 - 2007
Skills
Relationship Management, Series 63, Marketing, Series 7, Financial Services, Wealth Management, Investments, Mutual Funds, Marketing Communications, Fixed Annuities
Education
Boston College 2004 — 2008
BS, Finance, Marketing
University College Dublin 2006 — 2006
Business
TD Ameritrade March 2014 - Present
First National Bank of Omaha May 2012 - March 2014
Lincoln Financial Group July 2010 - June 2012
Mutual of Omaha May 2008 - March 2010
University of Nebraska at Omaha 2009 - 2009
Skills
Visio, Software Documentation, Requirements Gathering, Business Analysis, Data Analysis, Risk Management, Analysis, Access, Project Management, SAS, Microsoft Excel, Business Process, Process Improvement, Systems Analysis, Analytics, Acrobatics, SQL, Microsoft Office
Education
University of Nebraska at Omaha 2011 — 2013
Master of Public Administration (M.P.A.), Non-Profit/Public/Organizational Management, 3.8
Boston University 2006 — 2008
M.A., International Relations
University of Nebraska at Omaha 2001 — 2005
Bachelor of Arts (B.A.), International Studies and Political Science
Lincoln Financial Group 2010 - Present
Mercer 2005 - 2010
Putnam Investments July 2000 - January 2005
Putnam Investments 1994 - 2005
Skills
Pricing, Business Development, Sales Operations, 401k, Retirement, Employee Benefits, Defined Benefit, Pensions, Benefits Administration, Outsourcing, Process Improvement
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA
University of Southern Maine 1990 — 1993
Bachelor of Arts, Biology
Lincoln Financial Group October 2014 - Present
State Street January 2010 - March 2014
State Street January 2006 - January 2010
State Street January 2001 - January 2006
State Street March 1994 - January 2001
Skills
Investment Compliance, Investments, Investment Advisor..., Fund Accounting, Fund Administration, Financial Services, Securities, Derivatives, Strategy, SEC, Mutual Funds, Equities, Fixed Income, Regulatory Compliance, Management
Education
Bowling Green State University 1991 — 1992
M.A., Economics
Travelers November 2010 - December 2012
VERTEX, Inc. February 2007 - November 2010
Lincoln Financial Group July 1996 - February 2007
Education
Boston University 1974 — 1975
MS, Nursing
The Sage Colleges - Russell Sage College 1968 — 1972
BS, Nursing
Lane Bryant January 2014 - Present
Tectura February 2013 - Present
Lincoln Financial Group January 2011 - January 2013
Independent HR Consultant April 2009 - January 2011
Nortel 2004 - March 2009
Nortel 2001 - 2004
Nortel 1997 - 2000
Nortel 1996 - 1997
Nortel 1991 - 1995
Pacific Architects & Engineers 1986 - 1991
Skills
Organizational..., Project Management, Talent Management, Change Management, Performance Management, Organizational..., Succession Planning, Employee Engagement, Leadership Development, Employee Relations, Workforce Planning, Vendor Management, Team Building, Management, Recruiting, Human Resources, Process Improvement, Applicant Tracking..., Training, Program Management, Personnel Management, Talent Acquisition, Strategy, Employee Training, Interviews, Strategic Planning, Formation
Education
Brigham Young University
M.A., Humanities
Brigham Young University
Master of Arts (M.A.), Bachelor of Arts
Istvan Associates, LLC February 2009 - Present
Lincoln Financial Group July 2003 - January 2009
Delaware Investments (formerly a member of Lincoln Financial Group) January 2000 - July 2003
Delaware Investments (formerly a member of Lincoln Financial Group) November 1998 - January 2000
Cerulli Associates May 1997 - November 1998
Sedgwick Noble Lowndes 1987 - May 1997
Skills
Marketing, Product Management, Product Marketing, Business Strategy, Organizational Design, Leadership, Strategy, Sales, Product Development, Account Management, Management Consulting, Recruiting, Competitive Analysis, Executive Management, Sales Management, Portfolio Management, Financial Services
Education
Bradley University
Washington State University
Lincoln Financial Group January 2015 - Present
LexisNexis October 2013 - January 2015
LexisNexis June 2011 - October 2013
LexisNexis January 2010 - June 2011
Qualcomm March 2007 - October 2009
Qualcomm October 2004 - March 2007
Skills
Financial Modeling, Financial Analysis, Finance, Strategic Financial..., Forecasting, Accounting, Management Consulting, Leadership, Management, Process Improvement, Business Analysis, Analysis, Contract Negotiation, Business Strategy, Analytics, Financial Reporting, Sarbanes-Oxley Act, Strategic Planning
Education
Boston University
Master of Science in Business Administration
University of North Carolina at Chapel Hill 1999 — 2001
Bachelor's Degree, Management and Society
Virginia Polytechnic Institute and State University 1997 — 1999
Merrill Lynch May 2015 - Present
Lincoln Financial Group July 2007 - May 2015
Merrill Lynch November 1995 - July 2007
Education
Brookdale Community College 2000 — 2001
AA, Business Administration
Lincoln Financial Group September 2004 - Present
Aim Management/Invesco June 1996 - April 2004
Pioneer Mutual Funds September 1992 - June 1996
Putnam Investments August 1988 - May 1992
EF Hutton & Co. March 1980 - April 1988
United States Air Force September 1969 - May 1973
Skills
Marketing Communications, Wealth, Alternative Investments
Education
Boston University 1973 — 1977
Bachelor of Business Administration (BBA), Investments and Securities
St Bernards School 1963 — 1968
Private High School, College Prep
Macquarie Bank June 2010 - Present
Lincoln Financial Group December 2007 - July 2010
Lincoln Financial Group June 2007 - August 2007
Skills
Disaster Recovery, Windows, Management, Active Directory, Troubleshooting, System Administration, Networking, Blackberry, Technical Support, Computer Hardware, Citrix, Hardware, Process Improvement, Project Management, Information Technology
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science in Business Administration, Management Information Systems
Neshaminy High School
AT&T August 2012 - Present
AT&T 2003 - August 2012
ING 2003 - 2003
Lincoln Financial Group 1999 - 2003
The Hartford 1994 - 1999
Digital Equipment Corporation 1979 - 1994
Skills
Call Center, Telecommunications, VoIP, IVR, Avaya, Cisco, Troubleshooting, Telephony, Six Sigma, Cisco Technologies
Education
Boise State University
Liberal Arts
Connecticut School of Electronics
Electronic Technology
Lincoln Financial Group February 2015 - Present
Swiss Re April 1999 - May 2014
SwissRe April 1999 - December 2010
NFO Worldwide, Inc May 1997 - April 1999
Skills
Reinsurance, Vendor Management, Budgets, Process Improvement, Risk Management, Project Management, Contract Negotiation, Strategic Planning, Project Planning, Change Management, Insurance, Management, Human Resources, ITIL, Event Management, Business Analysis, Construction, IT Strategy, Team Leadership, Team Building, Program Management, Business Process..., Performance Management, Negotiation, Disaster Recovery, Visio, Six Sigma, Cross-functional Team..., Outsourcing, Business Process, Analysis, Project Portfolio..., Team Management, Business Intelligence, CRM, Telecommunications
Education
Brigham Young University - Idaho 1980 — 1982
Business Administration; Music
Capital High School, Boise, ID 1978 — 1980
High School Graduate, Business Office Secretarial
Lincoln Financial Group September 2013 - Present
Consulting January 2009 - September 2013
Fidelity Investments September 2005 - December 2008
Fidelity Capital Markets December 1994 - August 2005
Prudential Securities July 1992 - November 1994
Skills
Compliance, Risk Management, Risk Assessment, Trading, Legal Compliance, Highly Analytical, Problem Solving, Securities Regulation, Negotiation, Financial Markets, Presentation Development, Training & Development, Mentoring, Program Management, Derivatives, Options, Fixed Income, Capital Markets, Problem Analysis, Equities, Financial Services, Securities, Asset Managment, Employee Training, Analytical Skills, Bloomberg, FINRA, Asset Management, Mutual Funds, AML, Hedge Funds, Alternative Investments, Investment Advisory, Equity Trading, Financial Regulation, Trading Systems, Series 24, Financial Risk, Strategy, Financial Advisory, Bonds, Asset Allocation, Operational Risk, Back Office, Wealth Management, Broker-Dealer, Portfolio Management, Operational Risk..., ETFs, Series 63
Education
Suffolk University Law School 1987 — 1991
JD
Boston College 1978 — 1982
BA, Mathematics and Political Science
Morgan Stanley Smith Barney March 2012 - August 2012
Franklin High School January 2010 - January 2011
Lincoln Financial Group October 2005 - March 2009
Fidelity Investments January 1998 - January 2003
Skills
Leadership Development, Staff Development, Instructional Design, Coaching, Organizational..., Leadership, Learning Management, Training, Workshop Facilitation
Education
Bob Jones University 1981 — 1984
MS, Education Administration
Bob Jones University 1970 — 1974
MS, Educational Administration
Bob Jones University 1970 — 1974
BS, Education
The Standard November 2012 - Present
Lincoln Financial Group October 2012 - Present
Total Benefits Corp. 2010 - Present
Wachovia, A Wells Fargo Company 2006 - 2009
First Banks 2002 - 2006
Magna Bank/ Union Planters Bank 1995 - 2002
Skills
Leadership, Employee Benefits, Insurance, Risk Management, Customer Service, Team Building, Strategic Planning, Sales, Public Speaking, Process Improvement, Training, Coaching
Education
Norwich University 2009 — 2011
Master of Arts Military History, American Military Studies
Boston College 1968 — 1972
BA, History
Lincoln Financial Group October 2014 - Present
United Guaranty Corporation June 2011 - April 2014
United Guaranty Corporation June 2004 - June 2011
Mohawk Industries January 2001 - July 2004
Skills
Visio, Underwriting, Risk Management, Software Documentation, Property & Casualty..., Process Improvement, Microsoft Excel, Lotus Notes, Loans, Insurance, Data Entry, Customer Service, Credit, Claim, Access
Education
Brookstone College-Greensboro 1997 — 1998
Admin Software Spec, Business Administration and Management, General
Lincoln Financial Group August 1963 - January 1995
Skills
Financial Analysis, Investment Management, Portfolio Management, Financial Risk, Insurance, Risk Management, Retirement Planning, Strategic Financial..., Underwriting, Financial Services, Mutual Funds, Life Insurance
Education
University of Illinois at Urbana-Champaign 1961 — 1962
Master of Science (M.S.), Mathematics
Bradley University 1957 — 1961
B.S.
SunGard December 2005 - Present
Deloitte 2001 - 2005
Lincoln Financial Group 1996 - 2001
Skills
Insurance, Business Intelligence, Actuarial Science, ALM, Solvency II, Business Analysis, Risk Management, Enterprise Risk..., Financial Services, Business Process, Governance, PMO, Professional Services
Education
Brunel University London
Computer Science and Mathematics
Colyton Grammar School
Lincoln Financial Group Vice President, Retirement Saving MarketingAXA Equitable2011 - April 2013
The Hartford, previously PLANCO 2006 - 2010
The Hartford, previously PLANCO 1990 - 2005
Education
Bloomsburg University of Pennsylvania
BS, Marketing
St. Joseph's University MBA
MBA, Marketing
Lincoln Financial Group 1999 - Present
Merrill Lynch 1994 - 1998
Education
Bloomsburg University of Pennsylvania 1987 — 1991
BS, Accounting
Lincoln Financial Group January 2011 - Present
Schuster Driscoll, LLC September 2006 - September 2010
Great West Retirement Services January 2005 - September 2006
Education
Boston College
Bachelor of Arts (BA)
City of Fort Wayne Animal Care and Control September 2010 - June 2011
Lincoln Financial Group 2011 - 2011
Education
Brown Mackie College-Fort Wayne 2008 — 2009
Certificate, Medical Insurance Coding Specialist/Coder
R Nelson Snider High School 1995 — 1998
High School Diploma, College Prep
XO Communications March 2007 - Present
Wells Fargo February 2000 - December 2011
CompuCredit January 2006 - January 2011
Axent Technologies January 2004 - November 2010
Source One Medical June 2008 - July 2010
Paragon Integrated Business Systems, Inc. March 2005 - March 2010
Strayer University February 2005 - March 2010
Lincoln Financial Group January 2001 - March 2010
Dental Select January 2006 - February 2010
SunGard February 2005 - February 2010
Skills
Analytics, Bookkeeping
Education
BYU
Bachelor of Science (BS), Business/Commerce, General
BYU-Idaho
Lake City Bank 2013 - Present
Great American Opportunities 2000 - 2013
Lincoln Financial Group 2005 - 2005
Smurfit-Stone 2001 - 2001
Marathon Petroleum Corporation 1998 - 2000
Skills
Financial Statement..., G/L Reconciliations, Cost Control, Accounts Payable, Month End Close, Accounting Applications, Procurement, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint, Customer Service, Cash Handling, Retail Banking, Balance Accounts
Education
The University of Findlay
Bachelor of Arts (B.A.), Finance, General, 3.74
Bowling Green State University
Associate of Arts (A.A.), Applied Business
Findlay High School
Lincoln Financial Group May 2007 - October 2013
Skills
Underwriting, Series 63, Disability Insurance, Securities, Series 7, Relationship Management, Strategic Financial..., Investments, Mutual Funds, Fixed Annuities, Series 6, Financial Services
Education
Guilford Technical Community College 2014 — 2014
Quick Careers, Accounting Specialist
Brookstone College-Greensboro 2003 — 2005
Accounting Systems Technology
Lincoln Financial Group 1996 - 2008
Education
Bradley University 1989 — 1993
Business Administration and Management, General