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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5,924 Lincoln Financial Group employees in database. Find out everything there's to know about Lincoln Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lincoln Financial Group Employees
Employee
Years
Job
Industry
Levi Jahner Levi Jahner's Lincoln Financial Group Experience July 2005 - Present
Job Regional Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2005 - Present
Putnam Investments September 2002 - July 2005
Skills
Sales, Series 63, Mutual Funds, Series 7, Fixed Annuities, Retirement Planning, 401k, Retirement, Insurance, Series 6, Management, Leadership, Microsoft Excel, Customer Service, PowerPoint, Research, Project Management, Marketing, Team Building, Series 65, Life Insurance, Life & Health Insurance..., Variable Annuities, Equity Indexed Annuities
Education
Cameron University 1998 — 2002
Bachelor's Degree, Business/Economics
Lincoln Financial Group July 2005 - Present
Putnam Investments September 2002 - July 2005
Skills
Sales, Series 63, Mutual Funds, Series 7, Fixed Annuities, Retirement Planning, 401k, Retirement, Insurance, Series 6, Management, Leadership, Microsoft Excel, Customer Service, PowerPoint, Research, Project Management, Marketing, Team Building, Series 65, Life Insurance, Life & Health Insurance..., Variable Annuities, Equity Indexed Annuities
Education
Cameron University 1998 — 2002
Bachelor's Degree, Business/Economics
Jeanette Espinoza Jeanette Espinoza's Lincoln Financial Group Experience April 2005 - December 2006
Job Disability Management Professional
Industry Insurance
Experience
Kaiser Permanente July 2014 - Present
Axiall Corporation April 2013 - Present
J Smith Lanier May 2009 - March 2013
Blue Cross Blue Shield of Georgia December 2006 - February 2008
Lincoln Financial Group April 2005 - December 2006
Skills
STD Claim Management, LTD Claim Management, Managerial Experience, Disability Insurance, Claim Investigation, Employee Benefits, Microsoft Excel, Microsoft Office, Outlook, Human Resources, Microsoft Word, PowerPoint, Claims Management, Insurance
Education
California State University-Los Angeles
Kaiser Permanente July 2014 - Present
Axiall Corporation April 2013 - Present
J Smith Lanier May 2009 - March 2013
Blue Cross Blue Shield of Georgia December 2006 - February 2008
Lincoln Financial Group April 2005 - December 2006
Skills
STD Claim Management, LTD Claim Management, Managerial Experience, Disability Insurance, Claim Investigation, Employee Benefits, Microsoft Excel, Microsoft Office, Outlook, Human Resources, Microsoft Word, PowerPoint, Claims Management, Insurance
Education
California State University-Los Angeles
Mark Zanotto Mark Zanotto's Lincoln Financial Group Experience April 2013 - April 2015
Job Human Resources Leadership and Business Strategy
Industry Human Resources
Experience
HR Support Services June 2005 - Present
Lincoln Financial Group April 2013 - April 2015
Reliance Infotel Broadband Services, Ltd July 2011 - December 2012
NEC Corporation of America October 2002 - August 2011
Intel May 2000 - October 2002
Software AG 1996 - 2000
Professional Solutions, Inc January 1995 - January 1996
Toner Corporation/Dapru, Inc January 1993 - January 1995
Self Employed January 1989 - January 1993
Matheny, Poidmore and Sears 1985 - 1989
Skills
Organizational..., Cross-functional Team..., Employee Relations, Coaching, Executive Coaching, Recruiting, Staff Development, Staff Retention, Team Leadership, Talent Acquisition, Performance Management, Student Development, Succession Planning, Deferred Compensation, Strategy, Human Resources, Team Building, Change Management, Business Strategy, HR Consulting, Talent Management, Leadership Development, Training Delivery, Employee Engagement, HR Policies, Labor Relations, Business Development, Leadership, Start-ups, Strategic Partnerships, Project Management, Budgets, HRIS, Workforce Planning, Vendor Management, Sourcing
Education
California State University-Sacramento 1981 — 1986
BS, Business Administration, Finance
HR Support Services June 2005 - Present
Lincoln Financial Group April 2013 - April 2015
Reliance Infotel Broadband Services, Ltd July 2011 - December 2012
NEC Corporation of America October 2002 - August 2011
Intel May 2000 - October 2002
Software AG 1996 - 2000
Professional Solutions, Inc January 1995 - January 1996
Toner Corporation/Dapru, Inc January 1993 - January 1995
Self Employed January 1989 - January 1993
Matheny, Poidmore and Sears 1985 - 1989
Skills
Organizational..., Cross-functional Team..., Employee Relations, Coaching, Executive Coaching, Recruiting, Staff Development, Staff Retention, Team Leadership, Talent Acquisition, Performance Management, Student Development, Succession Planning, Deferred Compensation, Strategy, Human Resources, Team Building, Change Management, Business Strategy, HR Consulting, Talent Management, Leadership Development, Training Delivery, Employee Engagement, HR Policies, Labor Relations, Business Development, Leadership, Start-ups, Strategic Partnerships, Project Management, Budgets, HRIS, Workforce Planning, Vendor Management, Sourcing
Education
California State University-Sacramento 1981 — 1986
BS, Business Administration, Finance
Matthew Fahy, CRPC® Matthew Fahy, CRPC®'s Lincoln Financial Group Experience July 2012 - August 2014
Job US Asset Management Specialist at SEI
Industry Financial Services
Experience
SEI September 2014 - Present
Lincoln Financial Group July 2012 - August 2014
TD Bank Group June 2010 - July 2012
Skills
Banking, Financial Services, Investments, Insurance, Financial Analysis, Finance, Retirement Planning, Call Center, Customer Service, Series 63, FINRA, Risk Management, Process Improvement, Series 6, Annuity Sales, Sales, Leadership, Life Insurance, Life, CRM databases, IRAs, Asset Allocation, Microsoft Excel, Microsoft Office, 401k, 403 b, Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
B.A., Economics
Camden County College 2004 — 2006
Associate's, Business Administration
SEI September 2014 - Present
Lincoln Financial Group July 2012 - August 2014
TD Bank Group June 2010 - July 2012
Skills
Banking, Financial Services, Investments, Insurance, Financial Analysis, Finance, Retirement Planning, Call Center, Customer Service, Series 63, FINRA, Risk Management, Process Improvement, Series 6, Annuity Sales, Sales, Leadership, Life Insurance, Life, CRM databases, IRAs, Asset Allocation, Microsoft Excel, Microsoft Office, 401k, 403 b, Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
B.A., Economics
Camden County College 2004 — 2006
Associate's, Business Administration
Sylvia Silva's Lincoln Financial Group Experience 2007 - 2009
Job Field Service Consultant at MetLife
Industry Insurance
Experience
Metropolitan Life Insurance Company May 2013 - Present
Licensed Insurance Professional November 2012 - Present
Reliance Standard Life Insurance 2010 - 2012
Lincoln Financial Group 2007 - 2009
Safeguard Insurance Company 2004 - 2007
Balboa Insurance 2002 - 2003
Skills
Voluntary / Group..., Enrollment / Billing..., Project Management, Fluent: English /..., Client Retention, Team Leadership, Online Enrollment, Webcasts / GoToMeeting, Broker Relationships, Brokers, Customer Service, Training, Customer Retention
Education
California State University-Fullerton
Business Administration, Management and Operations
Metropolitan Life Insurance Company May 2013 - Present
Licensed Insurance Professional November 2012 - Present
Reliance Standard Life Insurance 2010 - 2012
Lincoln Financial Group 2007 - 2009
Safeguard Insurance Company 2004 - 2007
Balboa Insurance 2002 - 2003
Skills
Voluntary / Group..., Enrollment / Billing..., Project Management, Fluent: English /..., Client Retention, Team Leadership, Online Enrollment, Webcasts / GoToMeeting, Broker Relationships, Brokers, Customer Service, Training, Customer Retention
Education
California State University-Fullerton
Business Administration, Management and Operations
Jonathon Werran Jonathon Werran's Lincoln Financial Group Experience May 2014 - Present
Job Business Analyst at Lincoln Financial Group
Industry Government Administration
Experience
Lincoln Financial Group May 2014 - Present
United States Postal Service July 2007 - August 2013
US Army February 2001 - July 2006
Skills
Postal Affairs, Military Experience, Construction Management, Humanitarian Assistance, Mailing List Management, Business, Business-minded, Customer Service, Team Leadership, Team Building, Masonry, Woodworking, Leadership, Security Clearance, Government, Fashion, Higher Education, Intelligence Analysis, Military, Construction, Supervisory Skills, Data Entry, Microsoft Word, PowerPoint, Public Speaking, Training
Education
UNCC 2012 — 2014
B.S.B.A, Business Administration and Management, General
Central Piedmont Community College 2007 — 2012
Cape Fear Community College 2006 — 2007
North Gaston High 1997 — 2000
Honors
Lincoln Financial Group May 2014 - Present
United States Postal Service July 2007 - August 2013
US Army February 2001 - July 2006
Skills
Postal Affairs, Military Experience, Construction Management, Humanitarian Assistance, Mailing List Management, Business, Business-minded, Customer Service, Team Leadership, Team Building, Masonry, Woodworking, Leadership, Security Clearance, Government, Fashion, Higher Education, Intelligence Analysis, Military, Construction, Supervisory Skills, Data Entry, Microsoft Word, PowerPoint, Public Speaking, Training
Education
UNCC 2012 — 2014
B.S.B.A, Business Administration and Management, General
Central Piedmont Community College 2007 — 2012
Cape Fear Community College 2006 — 2007
North Gaston High 1997 — 2000
Honors
Nick Avery Nick Avery's Lincoln Financial Group Experience October 2014 - February 2015
Job Marketing
Industry Marketing and Advertising
Experience
Lincoln Financial Group October 2014 - February 2015
Frontier Communications 2014 - October 2014
Medical Protective February 2011 - August 2014
Baxter Healthcare February 2009 - March 2010
Finish LIne July 2007 - July 2008
Skills
Marketing, Customer Service, Insurance, Inventory Management, Competitive Analysis, Leadership, Training
Education
Ivy Tech Community College-Northeast 2013 — 2014
Associate's Degree, Graphic Design
Carthage College 2004 — 2008
B.A., Marketing and Business Admin.
Lincoln Financial Group October 2014 - February 2015
Frontier Communications 2014 - October 2014
Medical Protective February 2011 - August 2014
Baxter Healthcare February 2009 - March 2010
Finish LIne July 2007 - July 2008
Skills
Marketing, Customer Service, Insurance, Inventory Management, Competitive Analysis, Leadership, Training
Education
Ivy Tech Community College-Northeast 2013 — 2014
Associate's Degree, Graphic Design
Carthage College 2004 — 2008
B.A., Marketing and Business Admin.
Adam Rupp, CPA's Lincoln Financial Group Experience May 2010 - August 2010
Job Financial Business Analyst at Roche
Industry Accounting
Experience
Roche May 2015 - Present
BKD CPAs & Advisors June 2014 - May 2015
BKD CPAs & Advisors September 2012 - June 2014
HardingPoorman May 2011 - April 2012
Lincoln Financial Group May 2010 - August 2010
Skills
Microsoft Excel, Financial Audits, Accounting, Financial Statements, CPA, Budgets, Transaction Advisory..., Microsoft Word, Accounts Payable, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, General Ledger, Account Reconciliation, Internal Controls, US GAAP
Education
Butler University 2011 — 2012
Master of Professional Accounting, Accounting
Butler University 2007 — 2011
Bachelor's degree, Accounting
Roche May 2015 - Present
BKD CPAs & Advisors June 2014 - May 2015
BKD CPAs & Advisors September 2012 - June 2014
HardingPoorman May 2011 - April 2012
Lincoln Financial Group May 2010 - August 2010
Skills
Microsoft Excel, Financial Audits, Accounting, Financial Statements, CPA, Budgets, Transaction Advisory..., Microsoft Word, Accounts Payable, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, General Ledger, Account Reconciliation, Internal Controls, US GAAP
Education
Butler University 2011 — 2012
Master of Professional Accounting, Accounting
Butler University 2007 — 2011
Bachelor's degree, Accounting
Alan Hazard Alan Hazard's Lincoln Financial Group Experience August 2013 - Present
Job Financial Advisor at CCF INVESTMENTS
Industry Financial Services
Experience
Jackson National Asset Management, LLC August 2013 - Present
Lincoln Financial Group August 2013 - Present
Dave Ramsey August 2013 - Present
Ivy Funds July 2013 - Present
Transamerica March 2007 - Present
MetLife February 2007 - Present
CCF INVESTMENTS May 2006 - Present
ING Investment Management August 2004 - Present
American Funds January 2003 - Present
Pioneer Global Funds February 1994 - Present
Skills
Retirement Planning, FINANICAL EDUCATION, Social Security Law, Variable Annuities, Life Insurance, Indexed Annuities, Mortgage Lending, Medicare, Qualified Retirement..., RETIREMENT DISTRIBUTION, Fixed Annuities, Mutual Funds, Investments, Finance, Financial Services, Insurance, Financial Analysis, Retirement, Financial Planning, Financial Advisory, Wealth Management
Education
California State University-San Bernardino
Criminal Justice and Corrections
Liberty University
NONE, Business/Commerce, General
Jackson National Asset Management, LLC August 2013 - Present
Lincoln Financial Group August 2013 - Present
Dave Ramsey August 2013 - Present
Ivy Funds July 2013 - Present
Transamerica March 2007 - Present
MetLife February 2007 - Present
CCF INVESTMENTS May 2006 - Present
ING Investment Management August 2004 - Present
American Funds January 2003 - Present
Pioneer Global Funds February 1994 - Present
Skills
Retirement Planning, FINANICAL EDUCATION, Social Security Law, Variable Annuities, Life Insurance, Indexed Annuities, Mortgage Lending, Medicare, Qualified Retirement..., RETIREMENT DISTRIBUTION, Fixed Annuities, Mutual Funds, Investments, Finance, Financial Services, Insurance, Financial Analysis, Retirement, Financial Planning, Financial Advisory, Wealth Management
Education
California State University-San Bernardino
Criminal Justice and Corrections
Liberty University
NONE, Business/Commerce, General
Sue Ann Fields Sue Ann Fields's Lincoln Financial Group Experience Human Resources AssistantChevron USAJune 1980 - December 1994
Job Executive Assisant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group Human Resources AssistantChevron USAJune 1980 - December 1994
Education
California Polytechnic State University-San Luis Obispo 1976 — 1980
Bachelor's degree, Child Development
Lincoln Financial Group Human Resources AssistantChevron USAJune 1980 - December 1994
Education
California Polytechnic State University-San Luis Obispo 1976 — 1980
Bachelor's degree, Child Development
Linda M. Gutoskey Linda M. Gutoskey's Lincoln Financial Group Experience 1988 - 1998
Job Career Consultant | Trainer | Business Consultant
Industry Professional Training & Coaching
Experience
Right Management 2003 - Present
QA Consulting & Services, LLC 2002 - Present
Women's Enterprise 2003 - 2012
IBM 1998 - 2002
Lincoln Financial Group 1988 - 1998
Skills
Coaching, Career Counseling, Career Management, Career Development, Executive Coaching, Management, Job Search Strategies, Career Assessment, Resume Writing, Interview Preparation, Staff Development, Consulting, Training, Workshop Facilitation, Management Consulting, Business Planning, Team Leadership, Customer Service, Leadership Development, Strategic Planning, Mentoring, Customer Relations, Networking Strategies, Strategy, Employee Engagement
Education
Campbell University
Bachelor's Degree, Psychology
Chapman University
Master's Degree, Human Resources & Management Development
Craven Community College
Associate's Degree, Liberal Arts
Right Management 2003 - Present
QA Consulting & Services, LLC 2002 - Present
Women's Enterprise 2003 - 2012
IBM 1998 - 2002
Lincoln Financial Group 1988 - 1998
Skills
Coaching, Career Counseling, Career Management, Career Development, Executive Coaching, Management, Job Search Strategies, Career Assessment, Resume Writing, Interview Preparation, Staff Development, Consulting, Training, Workshop Facilitation, Management Consulting, Business Planning, Team Leadership, Customer Service, Leadership Development, Strategic Planning, Mentoring, Customer Relations, Networking Strategies, Strategy, Employee Engagement
Education
Campbell University
Bachelor's Degree, Psychology
Chapman University
Master's Degree, Human Resources & Management Development
Craven Community College
Associate's Degree, Liberal Arts
Kelly Harrigan Kelly Harrigan's Lincoln Financial Group Experience October 1994 - April 1996
Job Manufacturing Accounting
Industry Food & Beverages
Experience
NFI March 2014 - August 2015
K&Z Pickles Inc. November 2013 - February 2014
HEPACO, Inc. March 2013 - October 2013
LiDestri Foods, Inc. 2006 - 2011
Canon Business Process Services, Inc. January 2003 - December 2006
Morton Borough April 1996 - November 1998
Lincoln Financial Group October 1994 - April 1996
Long Beach Township Police department July 1990 - September 1993
Skills
SAP, Visio, Travel Planning, Purchasing, Food, Food Quality, Accounts Payable, PowerPoint, Executive Support, Management, Account Reconciliation, Microsoft Excel, WMS Implementations, Outlook, Spreadsheets, Reconciling Reports, Lotus Notes, Customer Service, Financial Analysis, Quality Assurance, Budgets, Logistics, Invoicing, Microsoft Word, Inventory Control, Leadership, Forecasting, Human Resources, Administrative...
Education
Northeastern University 1986 — 1990
Bachelor's degree, Political Science and Government Accounting/ minor in Sociology
Camden County College 2007 — 2010
Associate of Arts and Sciences (A.A.S.), Paralegal Studies
NFI March 2014 - August 2015
K&Z Pickles Inc. November 2013 - February 2014
HEPACO, Inc. March 2013 - October 2013
LiDestri Foods, Inc. 2006 - 2011
Canon Business Process Services, Inc. January 2003 - December 2006
Morton Borough April 1996 - November 1998
Lincoln Financial Group October 1994 - April 1996
Long Beach Township Police department July 1990 - September 1993
Skills
SAP, Visio, Travel Planning, Purchasing, Food, Food Quality, Accounts Payable, PowerPoint, Executive Support, Management, Account Reconciliation, Microsoft Excel, WMS Implementations, Outlook, Spreadsheets, Reconciling Reports, Lotus Notes, Customer Service, Financial Analysis, Quality Assurance, Budgets, Logistics, Invoicing, Microsoft Word, Inventory Control, Leadership, Forecasting, Human Resources, Administrative...
Education
Northeastern University 1986 — 1990
Bachelor's degree, Political Science and Government Accounting/ minor in Sociology
Camden County College 2007 — 2010
Associate of Arts and Sciences (A.A.S.), Paralegal Studies
Matt Tuft MBA, CFP® Matt Tuft MBA, CFP®'s Lincoln Financial Group Experience April 2008 - Present
Job External Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Group April 2008 - Present
State Farm Insurance Company June 2006 - April 2008
Mutual of America February 2004 - June 2006
Allstate Financial Services, LLC April 2003 - February 2004
US Bancorp November 2000 - April 2003
Merrill Lynch February 2000 - November 2000
The Meyers Group Research Analyst June 1999 - February 2000
Skills
Retirement Planning, Life Insurance, Estate Planning, Fixed Annuities, Mutual Funds, Retirement, Investments, Insurance, Financial Advisory, Financial Services, Variable Annuities, Disability Insurance, Banking, Pensions, Sales, Loans, Defined Benefit, Health Insurance, Series 7, 401k, Wealth Accumulation, Wealth Management, Series 63, CFP®, MBA, Underwriting
Education
University of Phoenix 2000 — 2002
MBA, Business
California State University-Chico 1986 — 1999
Bachelor of Science Business Administration, Financial Services
Lincoln Financial Group April 2008 - Present
State Farm Insurance Company June 2006 - April 2008
Mutual of America February 2004 - June 2006
Allstate Financial Services, LLC April 2003 - February 2004
US Bancorp November 2000 - April 2003
Merrill Lynch February 2000 - November 2000
The Meyers Group Research Analyst June 1999 - February 2000
Skills
Retirement Planning, Life Insurance, Estate Planning, Fixed Annuities, Mutual Funds, Retirement, Investments, Insurance, Financial Advisory, Financial Services, Variable Annuities, Disability Insurance, Banking, Pensions, Sales, Loans, Defined Benefit, Health Insurance, Series 7, 401k, Wealth Accumulation, Wealth Management, Series 63, CFP®, MBA, Underwriting
Education
University of Phoenix 2000 — 2002
MBA, Business
California State University-Chico 1986 — 1999
Bachelor of Science Business Administration, Financial Services
Erika Avila's Lincoln Financial Group Experience December 2007 - December 2008
Job Corporate Recruiter at AG Jeans & Big Star Denim
Industry Human Resources
Experience
AG Jeans & Big Star Denim September 2014 - Present
Lorna Jane August 2013 - September 2014
Forever 21 March 2013 - August 2013
Forever 21 May 2012 - March 2013
Insight Global September 2011 - May 2012
The Golden 1 Credit Union June 2010 - September 2011
The Golden 1 Credit Union September 2007 - June 2010
Lincoln Financial Group December 2007 - December 2008
Skills
Bilingual-Spanish, Microsoft Office, Excel, PowerPoint, Word, Adobe Captivate, Corporate Recruiting, Financial Recruiting, Full-life Cycle..., IT Recruitment, Technology Recruitment
Education
California State University-Sacramento 2005 — 2009
Bachelor of Science (B.S.), Business Administration, Finance & Minor in Economics
AG Jeans & Big Star Denim September 2014 - Present
Lorna Jane August 2013 - September 2014
Forever 21 March 2013 - August 2013
Forever 21 May 2012 - March 2013
Insight Global September 2011 - May 2012
The Golden 1 Credit Union June 2010 - September 2011
The Golden 1 Credit Union September 2007 - June 2010
Lincoln Financial Group December 2007 - December 2008
Skills
Bilingual-Spanish, Microsoft Office, Excel, PowerPoint, Word, Adobe Captivate, Corporate Recruiting, Financial Recruiting, Full-life Cycle..., IT Recruitment, Technology Recruitment
Education
California State University-Sacramento 2005 — 2009
Bachelor of Science (B.S.), Business Administration, Finance & Minor in Economics
Frederick Johnson's Lincoln Financial Group Experience June 2007 - September 2008
Job Director, Security & Privacy Services at McGladrey
Industry Computer & Network Security
Experience
McGladrey May 2014 - Present
Esri March 2013 - May 2014
Grant Thornton International Ltd July 2012 - March 2013
Deloitte Touche Tohmatsu Limited October 2008 - May 2012
Lincoln Financial Group June 2007 - September 2008
Lincoln Financial Group January 2007 - May 2007
Career Education Corporation January 2006 - January 2007
Allstate August 2003 - January 2006
Tripoint Systems Development Company April 2000 - August 2003
Relavis Corporation February 1994 - April 2000
Skills
Information Security..., Enterprise Risk..., Application Development, Network Engineering, Organizational..., Contract Negotiation, Training & Development, Information Assurance, IT Governance, Data Privacy, IT Audit, PCI DSS, ISO 27001, HIPAA, PKI, Governance, Software Development, IT Strategy, Disaster Recovery, Professional Services, CRM, Enterprise Software, Enterprise Architecture, Network Security, Security, Vulnerability Assessment, Integration, COBIT, Computer Security, Risk Assessment, Security Audits, Information Security, CISSP, SDLC, Computer Forensics, IT Management, Business Continuity, Application Security, Firewalls, Risk Management, Security Policy, Information Technology, SAS70, Security Architecture..., Vulnerability Management, Identity Management, Penetration Testing, CISA, IPS, IDS
Education
University of Notre Dame 2011 — 2011
Executive Certificate, Leadership & Management
Capella University 2008 — 2010
Doctor of Philosophy (Ph.D.), Information Technology, [Incomplete]
Capella University 2003 — 2008
Master's Degree, Information Technology
University of Phoenix 1999 — 2003
Bachelor's Degree, Information Technology
United States Navy Service Schools 1984 — 1988
Various
Case Western Reserve University 1983 — 1984
Bachelor's Degree, Computer Science, [Incomplete]
Shaker Heights High School 1979 — 1983
High School
McGladrey May 2014 - Present
Esri March 2013 - May 2014
Grant Thornton International Ltd July 2012 - March 2013
Deloitte Touche Tohmatsu Limited October 2008 - May 2012
Lincoln Financial Group June 2007 - September 2008
Lincoln Financial Group January 2007 - May 2007
Career Education Corporation January 2006 - January 2007
Allstate August 2003 - January 2006
Tripoint Systems Development Company April 2000 - August 2003
Relavis Corporation February 1994 - April 2000
Skills
Information Security..., Enterprise Risk..., Application Development, Network Engineering, Organizational..., Contract Negotiation, Training & Development, Information Assurance, IT Governance, Data Privacy, IT Audit, PCI DSS, ISO 27001, HIPAA, PKI, Governance, Software Development, IT Strategy, Disaster Recovery, Professional Services, CRM, Enterprise Software, Enterprise Architecture, Network Security, Security, Vulnerability Assessment, Integration, COBIT, Computer Security, Risk Assessment, Security Audits, Information Security, CISSP, SDLC, Computer Forensics, IT Management, Business Continuity, Application Security, Firewalls, Risk Management, Security Policy, Information Technology, SAS70, Security Architecture..., Vulnerability Management, Identity Management, Penetration Testing, CISA, IPS, IDS
Education
University of Notre Dame 2011 — 2011
Executive Certificate, Leadership & Management
Capella University 2008 — 2010
Doctor of Philosophy (Ph.D.), Information Technology, [Incomplete]
Capella University 2003 — 2008
Master's Degree, Information Technology
University of Phoenix 1999 — 2003
Bachelor's Degree, Information Technology
United States Navy Service Schools 1984 — 1988
Various
Case Western Reserve University 1983 — 1984
Bachelor's Degree, Computer Science, [Incomplete]
Shaker Heights High School 1979 — 1983
High School
Venus Patel, CFA, FRM Venus Patel, CFA, FRM's Lincoln Financial Group Experience December 2011 - Present
Job Senior Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group December 2011 - Present
Carnegie Mellon Tepper School of Business August 2010 - August 2012
Highland Consulting Associates May 2011 - August 2011
National Stock Exchange of India Limited June 2010 - August 2010
McKesson May 2008 - May 2010
Progressive Insurance December 2004 - May 2008
Progressive Insurance June 2004 - August 2004
Skills
Financial Modeling, Data Mining, Financial Risk, Microsoft Excel, Research, Quantitative Analytics, Bloomberg, Valuation, Hedge Funds, Portfolio Management, Asset Managment, Equities, VBA, Asset Management, Investments, Trading, Quantitative Finance, Due Diligence, Analytics, Securities, Fixed Income, Investment Management, Corporate Finance, Management, Economics, Financial Analysis, Investment Banking, Finance, Asset Allocation, Capital Markets, Derivatives, Equity Research, Options, Financial Markets, Alternative Investments, Equity Valuation, Investment Strategies, Strategy, Hedging, Treasury Management, Analysis, Market Risk, Swaps, Risk Management, Bonds, ALM, Stress Testing
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
M.B.A, Finance, Economics
Florida Institute of Technology 2002 — 2004
Masters, Computer Science
Thadomal Shahani Engineering College 1998 — 2001
Bachelors, Computer Engineering
Lincoln Financial Group December 2011 - Present
Carnegie Mellon Tepper School of Business August 2010 - August 2012
Highland Consulting Associates May 2011 - August 2011
National Stock Exchange of India Limited June 2010 - August 2010
McKesson May 2008 - May 2010
Progressive Insurance December 2004 - May 2008
Progressive Insurance June 2004 - August 2004
Skills
Financial Modeling, Data Mining, Financial Risk, Microsoft Excel, Research, Quantitative Analytics, Bloomberg, Valuation, Hedge Funds, Portfolio Management, Asset Managment, Equities, VBA, Asset Management, Investments, Trading, Quantitative Finance, Due Diligence, Analytics, Securities, Fixed Income, Investment Management, Corporate Finance, Management, Economics, Financial Analysis, Investment Banking, Finance, Asset Allocation, Capital Markets, Derivatives, Equity Research, Options, Financial Markets, Alternative Investments, Equity Valuation, Investment Strategies, Strategy, Hedging, Treasury Management, Analysis, Market Risk, Swaps, Risk Management, Bonds, ALM, Stress Testing
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
M.B.A, Finance, Economics
Florida Institute of Technology 2002 — 2004
Masters, Computer Science
Thadomal Shahani Engineering College 1998 — 2001
Bachelors, Computer Engineering
John Krzeminski John Krzeminski's Lincoln Financial Group Experience November 2014 - Present
Job Retirement Sales Consultant Lincoln Financial
Industry Financial Services
Experience
Lincoln Financial Group November 2014 - Present
PNC Wealth Management July 2014 - September 2014
Vanguard July 2011 - June 2014
Vanguard March 2008 - July 2011
UNITE HERE October 2005 - April 2007
USMC August 1995 - August 1999
Skills
Sales Strategy, Defined Contribution, Creative Problem Solving, Research & Analysis, Retirement Plan..., Mutual Funds, Writing and Editing, Defined Benefit, Project Management, Business Process..., Mentoring, Retirement Plan..., Leadership
Education
Cornell University 2003 — 2005
MILR, Industrial & Labor Relations
California State University-Fullerton 2001 — 2003
BA, Political Science
Mt. San Antonio College 1999 — 2001
General Studies
Lincoln Financial Group November 2014 - Present
PNC Wealth Management July 2014 - September 2014
Vanguard July 2011 - June 2014
Vanguard March 2008 - July 2011
UNITE HERE October 2005 - April 2007
USMC August 1995 - August 1999
Skills
Sales Strategy, Defined Contribution, Creative Problem Solving, Research & Analysis, Retirement Plan..., Mutual Funds, Writing and Editing, Defined Benefit, Project Management, Business Process..., Mentoring, Retirement Plan..., Leadership
Education
Cornell University 2003 — 2005
MILR, Industrial & Labor Relations
California State University-Fullerton 2001 — 2003
BA, Political Science
Mt. San Antonio College 1999 — 2001
General Studies
Crystal Iseldyke's Lincoln Financial Group Experience January 2012 - September 2013
Job Advisor Digital Benefit Advisors
Industry Insurance
Experience
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
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
Andrew Schonlau's Lincoln Financial Group Experience 2005 - 2006
Job Senior Financial Analyst & MBA Candidate
Industry Banking
Experience
Bank of the West Wealth Management Group March 2015 - Present
Bank of the West January 2010 - February 2015
East West Bank November 2008 - November 2009
East West Bank November 2008 - March 2009
Mutual of Omaha January 2007 - October 2008
Lincoln Financial Group 2005 - 2006
Skills
Financial Analysis, Data Mining, General Ledger, Accounting, Valuation, General Ledger..., Sensitivity Analysis, Microsoft Excel, Macros, Hyperion Enterprise, Smart View, Pivot Tables, VBA, SharePoint, Account Reconciliation, Corporate Finance, Finance, Financial Modeling, Wealth Management, Smartview, Macro, Hyperion, Analytics, Banking, Leadership
Education
University of San Francisco 2013 — 2016
Master of Business Administration (MBA), Finance & Analytics
University of California, Berkeley 2011 — 2012
Certificate, Corporate Finance, Awarded with Distinction
Buena Vista University 2001 — 2005
BA, Marketing
Bank of the West Wealth Management Group March 2015 - Present
Bank of the West January 2010 - February 2015
East West Bank November 2008 - November 2009
East West Bank November 2008 - March 2009
Mutual of Omaha January 2007 - October 2008
Lincoln Financial Group 2005 - 2006
Skills
Financial Analysis, Data Mining, General Ledger, Accounting, Valuation, General Ledger..., Sensitivity Analysis, Microsoft Excel, Macros, Hyperion Enterprise, Smart View, Pivot Tables, VBA, SharePoint, Account Reconciliation, Corporate Finance, Finance, Financial Modeling, Wealth Management, Smartview, Macro, Hyperion, Analytics, Banking, Leadership
Education
University of San Francisco 2013 — 2016
Master of Business Administration (MBA), Finance & Analytics
University of California, Berkeley 2011 — 2012
Certificate, Corporate Finance, Awarded with Distinction
Buena Vista University 2001 — 2005
BA, Marketing
Ryan Tollini Ryan Tollini's Lincoln Financial Group Experience February 2010 - Present
Job Captain at Lincoln Financial Group
Industry Financial Services
Experience
Paramount Partners LLC September 2011 - Present
Lincoln Financial Group February 2010 - Present
NetJets April 2008 - January 2010
CitationShares April 2006 - April 2008
ExpressJet Airlines August 2005 - April 2006
Metrocorp November 2002 - April 2006
Leading Edge Aviation March 2002 - November 2003
Shaw Aviation May 2001 - March 2002
Skills
Standards Compliance, Aircraft, Charter, Aviation, Flights, CFI, Flight Training, Airlines, Type Rating, Transportation, CFII, MEI, Piloting, Flight Safety, Time Management, Commercial Aviation
Education
Temple University 2003 — 2005
Bachelor's degree, Business Management & Economics, 3.3
Bucks County Community College 2001 — 2003
Associate's degree, Business Administration and Management, General, 3.3
Pennridge High School 1997 — 2001
High School Diploma, General Studies
Paramount Partners LLC September 2011 - Present
Lincoln Financial Group February 2010 - Present
NetJets April 2008 - January 2010
CitationShares April 2006 - April 2008
ExpressJet Airlines August 2005 - April 2006
Metrocorp November 2002 - April 2006
Leading Edge Aviation March 2002 - November 2003
Shaw Aviation May 2001 - March 2002
Skills
Standards Compliance, Aircraft, Charter, Aviation, Flights, CFI, Flight Training, Airlines, Type Rating, Transportation, CFII, MEI, Piloting, Flight Safety, Time Management, Commercial Aviation
Education
Temple University 2003 — 2005
Bachelor's degree, Business Management & Economics, 3.3
Bucks County Community College 2001 — 2003
Associate's degree, Business Administration and Management, General, 3.3
Pennridge High School 1997 — 2001
High School Diploma, General Studies
Andrew Musselman Andrew Musselman's Lincoln Financial Group Experience June 2015 - Present
Job Senior Portfolio Analyst at Lincoln Financial Group
Industry Investment Management
Experience
Lincoln Financial Group June 2015 - Present
PFM Asset Management LLC August 2013 - Present
PFM Asset Management LLC September 2011 - September 2013
PFM Asset Management LLC May 2008 - September 2011
PFM Asset Management LLC August 2006 - May 2008
PFM Asset Management LLC May 2005 - August 2006
Skills
Problem Solving, Analytical Skills, Market Research, Market Updates, Fixed Income, Fixed Income Strategies, Investments, Bloomberg Terminal, Portfolio Management, Microsoft Excel, Economics, Investment Management, Financial Modeling, Analysis, Bonds, Excel, VBA, Bloomberg, PowerPoint, Word, Cash Flow Forecasting, Quantitative Analytics, Capital Markets, Crystal Reports, Charles River IMS, SQL, GIPS Compliance, Valuation, Asset Allocation, Microsoft Word, Financial Analysis, Asset Management, Finance, Investment Strategies, Financial Services
Education
Lebanon Valley College
Master of Business Administration (MBA)
Capital College, Pennsylvania State University 2002 — 2006
BS, Finance
Lincoln Financial Group June 2015 - Present
PFM Asset Management LLC August 2013 - Present
PFM Asset Management LLC September 2011 - September 2013
PFM Asset Management LLC May 2008 - September 2011
PFM Asset Management LLC August 2006 - May 2008
PFM Asset Management LLC May 2005 - August 2006
Skills
Problem Solving, Analytical Skills, Market Research, Market Updates, Fixed Income, Fixed Income Strategies, Investments, Bloomberg Terminal, Portfolio Management, Microsoft Excel, Economics, Investment Management, Financial Modeling, Analysis, Bonds, Excel, VBA, Bloomberg, PowerPoint, Word, Cash Flow Forecasting, Quantitative Analytics, Capital Markets, Crystal Reports, Charles River IMS, SQL, GIPS Compliance, Valuation, Asset Allocation, Microsoft Word, Financial Analysis, Asset Management, Finance, Investment Strategies, Financial Services
Education
Lebanon Valley College
Master of Business Administration (MBA)
Capital College, Pennsylvania State University 2002 — 2006
BS, Finance
Nancy McClanahan, MBA, MSIT-PM, ITILv3 Nancy McClanahan, MBA, MSIT-PM, ITILv3's Lincoln Financial Group Experience February 2012 - September 2012
Job Experienced Sr. Business Manager with expertise in Analytics & Lean Project Management.
Industry Information Technology and Services
Experience
Parkview Health March 2015 - Present
DePuy Orthopaedics January 2014 - July 2014
Parkview Health January 2013 - August 2013
Marathon Petroleum Company November 2012 - December 2012
Lakeview Community College August 2009 - December 2012
Lincoln Financial Group February 2012 - September 2012
Allegis Group May 2011 - February 2012
Norfolk Southern July 2010 - February 2011
Fidelity National Information Services December 2008 - October 2009
NCS Service Providers March 2008 - December 2008
Skills
University Teaching, Business Intelligence, Change Management, Product Management, Business Management, Contract Negotiations, Requirements Management, Program Management, Business Process..., Project Portfolio..., Process Engineering, Project Planning, Vendor Management, Business Analysis, Business Process, Requirements Analysis, Six Sigma, IT Management, Cross-functional Team..., Software Project..., Team Leadership, Management Consulting, Risk Management, Visio, Strategic Planning, IT Strategy, Enterprise Architecture, Agile, Product Development, SharePoint, Quality Assurance, Outsourcing, Project Execution, Integration, ITIL, Agile Project Management, Business Strategy, Team Management, Mentoring, Operations Management, ERP, EMRs, Budget, Profit and Loss..., Merchandising, Healthcare..., Retail Marketing, Project Management, Agile Methodologies, Management
Education
Capella University 2013 — 2017
DHA Health Administration - Leadership, Health/Health Care Administration/Management
Capella University 2007 — 2013
Masters of Science, Information Sytems Technology - Specialty Project Management
University of Phoenix 2004 — 2006
MBA, Global Management
University of Phoenix 1997 — 2006
BSM, Business Management
Indiana State University 1977 — 1979
None, Engineering
Moores Hill High School 1973 — 1977
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Parkview Health March 2015 - Present
DePuy Orthopaedics January 2014 - July 2014
Parkview Health January 2013 - August 2013
Marathon Petroleum Company November 2012 - December 2012
Lakeview Community College August 2009 - December 2012
Lincoln Financial Group February 2012 - September 2012
Allegis Group May 2011 - February 2012
Norfolk Southern July 2010 - February 2011
Fidelity National Information Services December 2008 - October 2009
NCS Service Providers March 2008 - December 2008
Skills
University Teaching, Business Intelligence, Change Management, Product Management, Business Management, Contract Negotiations, Requirements Management, Program Management, Business Process..., Project Portfolio..., Process Engineering, Project Planning, Vendor Management, Business Analysis, Business Process, Requirements Analysis, Six Sigma, IT Management, Cross-functional Team..., Software Project..., Team Leadership, Management Consulting, Risk Management, Visio, Strategic Planning, IT Strategy, Enterprise Architecture, Agile, Product Development, SharePoint, Quality Assurance, Outsourcing, Project Execution, Integration, ITIL, Agile Project Management, Business Strategy, Team Management, Mentoring, Operations Management, ERP, EMRs, Budget, Profit and Loss..., Merchandising, Healthcare..., Retail Marketing, Project Management, Agile Methodologies, Management
Education
Capella University 2013 — 2017
DHA Health Administration - Leadership, Health/Health Care Administration/Management
Capella University 2007 — 2013
Masters of Science, Information Sytems Technology - Specialty Project Management
University of Phoenix 2004 — 2006
MBA, Global Management
University of Phoenix 1997 — 2006
BSM, Business Management
Indiana State University 1977 — 1979
None, Engineering
Moores Hill High School 1973 — 1977
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Tony Knight Tony Knight's Lincoln Financial Group Experience September 2007 - July 2015
Job Regional Manager at AB
Industry Financial Services
Experience
AB August 2015 - Present
Lincoln Financial Group September 2007 - July 2015
Skills
Consultative Sales..., Research, Public Speaking, Strategic Planning, Customer Service
Education
Cabrini College 2003 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
AB August 2015 - Present
Lincoln Financial Group September 2007 - July 2015
Skills
Consultative Sales..., Research, Public Speaking, Strategic Planning, Customer Service
Education
Cabrini College 2003 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Jaye Berman Jaye Berman's Lincoln Financial Group Experience 2014 - Present
Job Sr. Copywriter at Lincoln Financial Group
Industry Writing and Editing
Experience
Lincoln Financial Group 2014 - Present
SEI 2013 - 2014
Independent Contractor 2004 - 2014
Vanguard 1999 - 2004
The Wharton School 1998 - 1999
Vanguard 1997 - 1998
Al Paul Lefton Co. 1995 - 1997
Villanova University 1988 - 1995
Skills
Marketing Communications, Editing, Public Relations, Financial Services, Newsletters, Internal Communications, Corporate Communications, Social Media, Copywriting, Proofreading, Project Management, Media Relations, White Papers, Crisis Communications, Web Content, High Net Worth..., Retirement Savings, Qualified Retirement..., Retirement Planning, Employee Benefits, Institutional Investors, Mutual Funds, Variable Annuities, Direct Mail, Strategic Communications, RFP, Retirement Benefits, Writing, Copy Editing, Guaranteed Lifetime..., Content Strategy, Content Management, Press Releases, Books, Publishing, Blogging, Publications, Creative Writing, Feature Articles, Integrated Marketing, Speech Writing, Technical Writing, Content Development, Marketing, Video, Email Marketing
Education
University of Wisconsin-Milwaukee
Doctor of Philosophy (Ph.D.), English
University of Wisconsin-Milwaukee
Master's Degree, English
University of Wisconsin-Madison
Master's Degree, Educational Psychology
University of Wisconsin-Milwaukee
Bachelor's Degree, Comparative Literature
Cardinal Stritch University
Secondary Education and Teaching
Indiana University Bloomington
Folklore Studies
Johann Wolfgang Goethe-Universität Frankfurt am Main
American Studies, Graduate Student Exchange Program
Lincoln Financial Group 2014 - Present
SEI 2013 - 2014
Independent Contractor 2004 - 2014
Vanguard 1999 - 2004
The Wharton School 1998 - 1999
Vanguard 1997 - 1998
Al Paul Lefton Co. 1995 - 1997
Villanova University 1988 - 1995
Skills
Marketing Communications, Editing, Public Relations, Financial Services, Newsletters, Internal Communications, Corporate Communications, Social Media, Copywriting, Proofreading, Project Management, Media Relations, White Papers, Crisis Communications, Web Content, High Net Worth..., Retirement Savings, Qualified Retirement..., Retirement Planning, Employee Benefits, Institutional Investors, Mutual Funds, Variable Annuities, Direct Mail, Strategic Communications, RFP, Retirement Benefits, Writing, Copy Editing, Guaranteed Lifetime..., Content Strategy, Content Management, Press Releases, Books, Publishing, Blogging, Publications, Creative Writing, Feature Articles, Integrated Marketing, Speech Writing, Technical Writing, Content Development, Marketing, Video, Email Marketing
Education
University of Wisconsin-Milwaukee
Doctor of Philosophy (Ph.D.), English
University of Wisconsin-Milwaukee
Master's Degree, English
University of Wisconsin-Madison
Master's Degree, Educational Psychology
University of Wisconsin-Milwaukee
Bachelor's Degree, Comparative Literature
Cardinal Stritch University
Secondary Education and Teaching
Indiana University Bloomington
Folklore Studies
Johann Wolfgang Goethe-Universität Frankfurt am Main
American Studies, Graduate Student Exchange Program
Allysa Royse's Lincoln Financial Group Experience May 2014 - August 2014
Job Account Executive at M.J. Schuetz Insurance Services, Inc.
Industry Insurance
Experience
M.J. Schuetz Insurance Services, Inc. June 2015 - Present
M.J. Schuetz Insurance Services, Inc. September 2014 - May 2015
Lincoln Financial Group May 2014 - August 2014
DSW October 2012 - May 2014
Skills
PowerPoint, Microsoft Excel, Facebook, Microsoft Office, Microsoft Word, Social Media, Customer Service, Event Planning, Social Networking, Leadership, Public Speaking, Insurance, Time Management, Research, Sales
Education
Butler University 2011 — 2015
Bachelor of Science (BS), Risk Management & Insurance and Finance
M.J. Schuetz Insurance Services, Inc. June 2015 - Present
M.J. Schuetz Insurance Services, Inc. September 2014 - May 2015
Lincoln Financial Group May 2014 - August 2014
DSW October 2012 - May 2014
Skills
PowerPoint, Microsoft Excel, Facebook, Microsoft Office, Microsoft Word, Social Media, Customer Service, Event Planning, Social Networking, Leadership, Public Speaking, Insurance, Time Management, Research, Sales
Education
Butler University 2011 — 2015
Bachelor of Science (BS), Risk Management & Insurance and Finance
John Tognoli's Lincoln Financial Group Experience June 2014 - Present
Job AVP, Regional Manager at Lincoln Financial
Industry Insurance
Experience
Lincoln Financial Group June 2014 - Present
Sun Life Financial April 2005 - June 2014
Assurant April 2004 - April 2005
Canada Life 2002 - April 2004
Skills
Disability Insurance, Employee Benefits, Dental, Health Insurance, Healthcare, Group Benefits, Medical Stop Loss, Insurance, Underwriting, Workers Compensation, Term Life Insurance, Dentistry, Life Insurance, Brokers, Benefits Administration, Health Savings Accounts, Long-term Care, Group Insurance, Critical Illness
Education
California Polytechnic State University-San Luis Obispo 1992 — 1997
Bachelor of Science, Business Marketing
Lincoln Financial Group June 2014 - Present
Sun Life Financial April 2005 - June 2014
Assurant April 2004 - April 2005
Canada Life 2002 - April 2004
Skills
Disability Insurance, Employee Benefits, Dental, Health Insurance, Healthcare, Group Benefits, Medical Stop Loss, Insurance, Underwriting, Workers Compensation, Term Life Insurance, Dentistry, Life Insurance, Brokers, Benefits Administration, Health Savings Accounts, Long-term Care, Group Insurance, Critical Illness
Education
California Polytechnic State University-San Luis Obispo 1992 — 1997
Bachelor of Science, Business Marketing
Soufiane Ellamte Soufiane Ellamte's Lincoln Financial Group Experience September 2014 - December 2014
Job Assurance Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers August 2015 - Present
Rutgers University January 2015 - May 2015
Lincoln Financial Group September 2014 - December 2014
Avis Budget Group EMEA March 2014 - August 2014
The Rutgers Gleaner-Campus weekly November 2013 - April 2014
American Tourist Travel Agency November 2012 - June 2013
USvision February 2011 - June 2013
7-Eleven August 2008 - February 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Research, Teamwork, Photoshop, Social Media
Education
Rutgers University – Camden 2013 — 2015
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 4.0 GPA
Rutgers University – Camden 2013 — 2015
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Camden County College 2009 — 2013
Associate's degree, Business Administration, 3.78 GPA
PricewaterhouseCoopers August 2015 - Present
Rutgers University January 2015 - May 2015
Lincoln Financial Group September 2014 - December 2014
Avis Budget Group EMEA March 2014 - August 2014
The Rutgers Gleaner-Campus weekly November 2013 - April 2014
American Tourist Travel Agency November 2012 - June 2013
USvision February 2011 - June 2013
7-Eleven August 2008 - February 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Research, Teamwork, Photoshop, Social Media
Education
Rutgers University – Camden 2013 — 2015
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 4.0 GPA
Rutgers University – Camden 2013 — 2015
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Camden County College 2009 — 2013
Associate's degree, Business Administration, 3.78 GPA
Hillary (Virgil) Williams Hillary (Virgil) Williams's Lincoln Financial Group Experience September 2009 - Present
Job at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group September 2009 - Present
Principal Financial Group December 2008 - September 2009
The Standard September 2007 - December 2008
AssetMark Investment Services 2006 - 2007
AssetMark Investment Services 2006 - 2006
Hemming Morse, Inc. 2005 - 2006
Skills
Disability Insurance, Term Life Insurance, Supplemental Insurance, Insurance Administration, Short Term Disability, Disability, Dental, Salesforce.com, Employee Benefits, Sales Support, Customer Relations, Insurance
Education
California State University-Chico 2000 — 2004
BA, Organizational Communication, Conflict Resolution Minor
Lincoln Financial Group September 2009 - Present
Principal Financial Group December 2008 - September 2009
The Standard September 2007 - December 2008
AssetMark Investment Services 2006 - 2007
AssetMark Investment Services 2006 - 2006
Hemming Morse, Inc. 2005 - 2006
Skills
Disability Insurance, Term Life Insurance, Supplemental Insurance, Insurance Administration, Short Term Disability, Disability, Dental, Salesforce.com, Employee Benefits, Sales Support, Customer Relations, Insurance
Education
California State University-Chico 2000 — 2004
BA, Organizational Communication, Conflict Resolution Minor
Donna LaPointe's Lincoln Financial Group Experience November 1998 - May 2007
Job Life Brokerage Account Manager at The Guardian Life Insurance Company of America
Industry Insurance
Experience
The Guardian Life Insurance Company of America June 2012 - Present
Legacy Financial Solutions, Inc. February 2012 - May 2012
Lincoln Financial Group (formerly Jefferson Pilot and Chubb Life) May 2007 - September 2010
Lincoln Financial Group November 1998 - May 2007
ING Security Life May 1996 - November 1998
Chubb Life January 1991 - May 1996
Chubb Life January 1990 - January 1991
Skills
Relationship Management, Marketing, Competitive Analysis, Microsoft Office, Sales Operations, Licensing, Product Training, Life Insurance, New Business Development, Financial Services, Management, Insurance, Employee Benefits, Retirement Planning, Succession Planning, Estate Planning, Sales Commissions, Series 6, Coaching, Sales, Retirement, Training, Program Management, Finance, Process Improvement
Education
The American College 1992 — 1996
CLU and ChFC, Insurance
Salem State College 1982 — 1984
Bachelor of Science Degree, Business Administration and Management
Butler Community College 1977 — 1979
Associate, Business Administration & Management
Community College of the Air Force 1977 — 1979
Associate Degree, Applied Science - Education and Training
The Guardian Life Insurance Company of America June 2012 - Present
Legacy Financial Solutions, Inc. February 2012 - May 2012
Lincoln Financial Group (formerly Jefferson Pilot and Chubb Life) May 2007 - September 2010
Lincoln Financial Group November 1998 - May 2007
ING Security Life May 1996 - November 1998
Chubb Life January 1991 - May 1996
Chubb Life January 1990 - January 1991
Skills
Relationship Management, Marketing, Competitive Analysis, Microsoft Office, Sales Operations, Licensing, Product Training, Life Insurance, New Business Development, Financial Services, Management, Insurance, Employee Benefits, Retirement Planning, Succession Planning, Estate Planning, Sales Commissions, Series 6, Coaching, Sales, Retirement, Training, Program Management, Finance, Process Improvement
Education
The American College 1992 — 1996
CLU and ChFC, Insurance
Salem State College 1982 — 1984
Bachelor of Science Degree, Business Administration and Management
Butler Community College 1977 — 1979
Associate, Business Administration & Management
Community College of the Air Force 1977 — 1979
Associate Degree, Applied Science - Education and Training
Daniel Tothill Daniel Tothill's Lincoln Financial Group Experience April 2015 - Present
Job Attorney
Industry Law Practice
Experience
Lincoln Financial Group April 2015 - Present
University of New Hampshire School of Law September 2011 - May 2014
New Hampshire Housing Finance Authority January 2014 - April 2014
New Hampshire Attorney General's Office September 2013 - December 2013
New Hampshire Department of Administrative Services June 2013 - August 2013
Best Buy July 2011 - April 2013
New Hampshire Department of Environmental Services June 2012 - August 2012
Tothill Painting June 2006 - August 2010
Obama for America June 2007 - March 2008
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Customer Service, Social Networking, Facebook, Fundraising, Time Management, Event Planning, Teamwork, Outlook, Non-profits, Coaching, Leadership, Social Media Marketing, Sales, Legal Writing, Event Management
Education
University of New Hampshire School of Law 2011 — 2014
JD, Business Law
Bryant University 2007 — 2011
BS, Business Administration; Management
Bishop Brady High School 2004 — 2007
High School Diploma
Lincoln Financial Group April 2015 - Present
University of New Hampshire School of Law September 2011 - May 2014
New Hampshire Housing Finance Authority January 2014 - April 2014
New Hampshire Attorney General's Office September 2013 - December 2013
New Hampshire Department of Administrative Services June 2013 - August 2013
Best Buy July 2011 - April 2013
New Hampshire Department of Environmental Services June 2012 - August 2012
Tothill Painting June 2006 - August 2010
Obama for America June 2007 - March 2008
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Customer Service, Social Networking, Facebook, Fundraising, Time Management, Event Planning, Teamwork, Outlook, Non-profits, Coaching, Leadership, Social Media Marketing, Sales, Legal Writing, Event Management
Education
University of New Hampshire School of Law 2011 — 2014
JD, Business Law
Bryant University 2007 — 2011
BS, Business Administration; Management
Bishop Brady High School 2004 — 2007
High School Diploma
Matthew Craig Matthew Craig's Lincoln Financial Group Experience March 2011 - December 2011
Job Regional Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial December 2011 - Present
Lincoln Financial Group March 2011 - December 2011
ING Annuities 2001 - March 2011
ING Financial Solutions June 2001 - November 2010
John Hancock Life Insurance Company (U.S.A.) June 1997 - December 2001
Skills
Series 7, Sales, Life Insurance, Investments, Financial Services, Retirement Planning, Disability Insurance, Wealth Management, Financial Advisory, Insurance, Series 6, Fixed Annuities, Series 63, Mutual Funds, Variable Annuities
Education
Cabrini College 1992 — 1995
Mount St. Mary's University 1990 — 1991
Trinity-Pawling School 1986 — 1990
Archbishop Carroll 1986 — 1989
Prudential Financial December 2011 - Present
Lincoln Financial Group March 2011 - December 2011
ING Annuities 2001 - March 2011
ING Financial Solutions June 2001 - November 2010
John Hancock Life Insurance Company (U.S.A.) June 1997 - December 2001
Skills
Series 7, Sales, Life Insurance, Investments, Financial Services, Retirement Planning, Disability Insurance, Wealth Management, Financial Advisory, Insurance, Series 6, Fixed Annuities, Series 63, Mutual Funds, Variable Annuities
Education
Cabrini College 1992 — 1995
Mount St. Mary's University 1990 — 1991
Trinity-Pawling School 1986 — 1990
Archbishop Carroll 1986 — 1989
Andrew Kone Andrew Kone's Lincoln Financial Group Experience January 2008 - Present
Job Operational Excellence Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2008 - Present
Scudder-Kemper Investments January 1997 - August 1999
John Hancock Property & Casualty Co. 1990 - 1994
Skills
Analysis, Series 63, Mutual Funds, Series 6, Insurance, 401k, Investments, Fixed Annuities, Securities, Financial Services
Education
Case Western Reserve University School of Law 1980 — 1983
Colgate University 1976 — 1980
B.A., Political Science
Lincoln Financial Group January 2008 - Present
Scudder-Kemper Investments January 1997 - August 1999
John Hancock Property & Casualty Co. 1990 - 1994
Skills
Analysis, Series 63, Mutual Funds, Series 6, Insurance, 401k, Investments, Fixed Annuities, Securities, Financial Services
Education
Case Western Reserve University School of Law 1980 — 1983
Colgate University 1976 — 1980
B.A., Political Science
Laura Roccaforte Laura Roccaforte's Lincoln Financial Group Experience March 2007 - April 2009
Job President at The Learning Exchange
Industry Education Management
Experience
The Learning Exchange September 2011 - Present
Oriental Trading Company April 2009 - September 2011
Lincoln Financial Group March 2007 - April 2009
Oriental Trading Company December 2005 - March 2007
PayPal June 2004 - November 2005
Cox Communications July 1995 - May 2004
American Red Cross 1992 - 1995
Clarkson Hospital 1990 - 1992
Irwin Memorial Blood Center 1988 - 1990
Denny's Restaurants 1987 - 1988
Skills
Career Development, Leadership Development, Organizational..., Coaching, Change Management, Workshop Facilitation, Talent Management, Employee Relations, Performance Management, Employee Engagement, Team Building, Public Speaking, Strategic Planning, Executive Coaching, Leadership, Personal Development, Management, Organizational..., Management Consulting, Management Development, Training, Strategy, Staff Development, Program Management, Analysis, Team Leadership, Employee Training, Succession Planning, Recruiting, E-Learning, Human Resources, Employee Benefits, Onboarding, Talent Acquisition, Instructional Design, Interviews
Education
University of Nebraska-Lincoln 1998 — 2003
MEd, Human Resource & Org Development
California State University-Sacramento 1979 — 1981
BA, Communication
The Learning Exchange September 2011 - Present
Oriental Trading Company April 2009 - September 2011
Lincoln Financial Group March 2007 - April 2009
Oriental Trading Company December 2005 - March 2007
PayPal June 2004 - November 2005
Cox Communications July 1995 - May 2004
American Red Cross 1992 - 1995
Clarkson Hospital 1990 - 1992
Irwin Memorial Blood Center 1988 - 1990
Denny's Restaurants 1987 - 1988
Skills
Career Development, Leadership Development, Organizational..., Coaching, Change Management, Workshop Facilitation, Talent Management, Employee Relations, Performance Management, Employee Engagement, Team Building, Public Speaking, Strategic Planning, Executive Coaching, Leadership, Personal Development, Management, Organizational..., Management Consulting, Management Development, Training, Strategy, Staff Development, Program Management, Analysis, Team Leadership, Employee Training, Succession Planning, Recruiting, E-Learning, Human Resources, Employee Benefits, Onboarding, Talent Acquisition, Instructional Design, Interviews
Education
University of Nebraska-Lincoln 1998 — 2003
MEd, Human Resource & Org Development
California State University-Sacramento 1979 — 1981
BA, Communication
James Waldorf James Waldorf's Lincoln Financial Group Experience March 1995 - January 2002
Job Princor Registered Representative/Financial Advisor, Financial Services Representative
Industry Financial Services
Experience
Principal Financial Group October 2012 - Present
Independent Wealth Advisors LLC September 2006 - September 2012
Colortyme 1992 - 2010
Ash Brokerage January 2002 - July 2007
Lincoln Financial Group March 1995 - January 2002
Skills
Series 6,7,63, 65, 66..., Business Continuation..., Buy-Sell Agreements, Charitable Giving, Wealth Accumulation, Executive Benefits...
Education
Case Western Reserve University 1966 — 1970
Electrical and Electronics Engineering
Principal Financial Group October 2012 - Present
Independent Wealth Advisors LLC September 2006 - September 2012
Colortyme 1992 - 2010
Ash Brokerage January 2002 - July 2007
Lincoln Financial Group March 1995 - January 2002
Skills
Series 6,7,63, 65, 66..., Business Continuation..., Buy-Sell Agreements, Charitable Giving, Wealth Accumulation, Executive Benefits...
Education
Case Western Reserve University 1966 — 1970
Electrical and Electronics Engineering
Jessica Wadd Jessica Wadd's Lincoln Financial Group Experience August 2003 - September 2006
Job Principal at Vantage Partners
Industry Management Consulting
Experience
Vantage Partners July 2007 - Present
Lincoln Financial Network September 2006 - June 2007
Lincoln Financial Advisors August 2005 - September 2006
Lincoln Financial Group August 2003 - September 2006
Lincoln Life & Annuity August 2004 - August 2005
Lincoln Financial Distributors August 2003 - August 2004
Vredenburg, Inc. June 2002 - August 2003
Bryn Mawr College Dining Services September 1999 - May 2003
Skills
Project Management, Strategy, Data Analysis, Recruiting, Business Development, Marketing Communications, Change Management, Supply Chain Management, Marketing Strategy, Management Consulting, Marketing, Negotiation, Program Management, Outsourcing, Business Strategy, Management, Strategic Alliances
Education
University of Nottingham 2012 — 2013
Master of Science (MSc), Behavioral Economics
Bryn Mawr College 1999 — 2003
A.B., English & Economics
Vantage Partners July 2007 - Present
Lincoln Financial Network September 2006 - June 2007
Lincoln Financial Advisors August 2005 - September 2006
Lincoln Financial Group August 2003 - September 2006
Lincoln Life & Annuity August 2004 - August 2005
Lincoln Financial Distributors August 2003 - August 2004
Vredenburg, Inc. June 2002 - August 2003
Bryn Mawr College Dining Services September 1999 - May 2003
Skills
Project Management, Strategy, Data Analysis, Recruiting, Business Development, Marketing Communications, Change Management, Supply Chain Management, Marketing Strategy, Management Consulting, Marketing, Negotiation, Program Management, Outsourcing, Business Strategy, Management, Strategic Alliances
Education
University of Nottingham 2012 — 2013
Master of Science (MSc), Behavioral Economics
Bryn Mawr College 1999 — 2003
A.B., English & Economics
Dan Nichols Dan Nichols's Lincoln Financial Group Experience December 2009 - January 2010
Job Senior Data Architect/Manager at Capgemini
Industry Information Technology and Services
Experience
Capgemini January 2015 - Present
Capgemini Consulting December 2012 - November 2014
Envision November 2011 - November 2012
ArchipelagoIS April 2011 - September 2011
Column 5 Consulting February 2011 - April 2011
BHP Billiton with Column 5 Consulting February 2011 - March 2011
IBM LBPS March 2010 - January 2011
Lincoln Financial Group December 2009 - January 2010
VIP August 2005 - November 2009
VIP June 2008 - October 2009
Skills
Data Warehousing, ETL, Database Design, Data Modeling, Data Analysis, Informatica, Data Warehouse..., Data Quality, Business Intelligence, Data Integration, Oracle, SDLC, SQL, Integration, Databases, Microsoft SQL Server, Business Analysis, Requirements Analysis, Enterprise Software, Enterprise Architecture, Data Architecture, Datastage, Business Objects, Dimensional Modeling, Requirements Gathering, SSIS, Business Objects Data..., Data Migration, Sybase, Master Data Management, Consulting, Oracle SQL Developer
Education
California State University-Sacramento
BS, Business Administration
Casa Roble HS
Regis University
Graduate Study In Information Technology
Capgemini January 2015 - Present
Capgemini Consulting December 2012 - November 2014
Envision November 2011 - November 2012
ArchipelagoIS April 2011 - September 2011
Column 5 Consulting February 2011 - April 2011
BHP Billiton with Column 5 Consulting February 2011 - March 2011
IBM LBPS March 2010 - January 2011
Lincoln Financial Group December 2009 - January 2010
VIP August 2005 - November 2009
VIP June 2008 - October 2009
Skills
Data Warehousing, ETL, Database Design, Data Modeling, Data Analysis, Informatica, Data Warehouse..., Data Quality, Business Intelligence, Data Integration, Oracle, SDLC, SQL, Integration, Databases, Microsoft SQL Server, Business Analysis, Requirements Analysis, Enterprise Software, Enterprise Architecture, Data Architecture, Datastage, Business Objects, Dimensional Modeling, Requirements Gathering, SSIS, Business Objects Data..., Data Migration, Sybase, Master Data Management, Consulting, Oracle SQL Developer
Education
California State University-Sacramento
BS, Business Administration
Casa Roble HS
Regis University
Graduate Study In Information Technology
Lindsay Schuyler Lindsay Schuyler's Lincoln Financial Group Experience August 2004 - April 2006
Job Store Manager Sleep Country USA
Industry Marketing and Advertising
Experience
Sleep Country USA September 2010 - Present
Mattress Firm February 2009 - August 2010
American Home Mortgage May 2006 - June 2007
Lincoln Financial Group August 2004 - April 2006
Education
Campbell University 2000 — 2004
Bachelor of Arts and Science, Mass Communication
Sleep Country USA September 2010 - Present
Mattress Firm February 2009 - August 2010
American Home Mortgage May 2006 - June 2007
Lincoln Financial Group August 2004 - April 2006
Education
Campbell University 2000 — 2004
Bachelor of Arts and Science, Mass Communication
Ross Levine, ChFC Ross Levine, ChFC's Lincoln Financial Group Experience December 2000 - April 2009
Job Financial Consultant at LPL Financial
Industry Investment Management
Experience
LPL Financial April 2009 - Present
LPL Financial July 2005 - Present
Lincoln Financial Group December 2000 - April 2009
The Money Store 1996 - 2000
Skills
Estate Planning, Investments, Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Fixed Annuities, Investment Advisory, Small Business, Asset Management, Mutual Funds, Financial Advisory, Alternative Investments, IRAs, Entrepreneurship, Investment Strategies, Series 7, Securities, Wealth Management..., Portfolio Management, Financial Services
Education
The American College 2003 — 2005
Chartered Financial Consultant, Financial Planning and Services
California State University-Sacramento 1992 — 1996
Bachelor's degree, Communication and Media Studies
LPL Financial April 2009 - Present
LPL Financial July 2005 - Present
Lincoln Financial Group December 2000 - April 2009
The Money Store 1996 - 2000
Skills
Estate Planning, Investments, Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Fixed Annuities, Investment Advisory, Small Business, Asset Management, Mutual Funds, Financial Advisory, Alternative Investments, IRAs, Entrepreneurship, Investment Strategies, Series 7, Securities, Wealth Management..., Portfolio Management, Financial Services
Education
The American College 2003 — 2005
Chartered Financial Consultant, Financial Planning and Services
California State University-Sacramento 1992 — 1996
Bachelor's degree, Communication and Media Studies
Christina Siderio Christina Siderio's Lincoln Financial Group Experience September 2011 - April 2013
Job Annuity Internal Wholesaler for Wire/Regional firms at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors April 2013 - Present
Lincoln Financial Group September 2011 - April 2013
West Chester Area School District June 2008 - August 2011
Skills
Elementary Education, Microsoft Word, Microsoft Excel, Training, Team Building, Curriculum Design, Differentiated..., Classroom Management, Fixed Annuities, Sales, Early Childhood..., Smartboard, Cpr Certified, Salesforce.com, Guided Reading, Series 6, Series 63, Reading Comprehension, DIBELS, Microsoft Publisher
Education
Cabrini College 2004 — 2008
Bachelor's degree, Elementary Education and Teaching
Lincoln Financial Distributors April 2013 - Present
Lincoln Financial Group September 2011 - April 2013
West Chester Area School District June 2008 - August 2011
Skills
Elementary Education, Microsoft Word, Microsoft Excel, Training, Team Building, Curriculum Design, Differentiated..., Classroom Management, Fixed Annuities, Sales, Early Childhood..., Smartboard, Cpr Certified, Salesforce.com, Guided Reading, Series 6, Series 63, Reading Comprehension, DIBELS, Microsoft Publisher
Education
Cabrini College 2004 — 2008
Bachelor's degree, Elementary Education and Teaching
Bill Chalmers Bill Chalmers's Lincoln Financial Group Experience 2003 - 2005
Job Past President and VicePresident Membershp, Shell Alumni Association of Greater Houston
Industry Oil & Energy
Experience
Shell Alumni Association of Greater Houston January 2015 - Present
United Way of Greater Houston 2006 - Present
Chalmers Advisory Services 2003 - Present
Chalmers Financial Advisors 2006 - Present
Lincoln Financial Group 2003 - 2005
AXA Advisors 2002 - 2003
Cambridge CEO Partners 2001 - 2002
Imperial Petroleum Recovery Corporation 2000 - 2001
Shell Chemicals 1996 - 1999
Royal Lubricants 1996 - 1997
Skills
Budgets, Strategic Financial..., Marketing Management, Mergers & Acquisitions, Business Strategy, Advisory Boards, Business Process..., Subject Matter Experts, Strategy, Management Consulting, Board of Directors, Start-ups, Executive Management, Negotiation, Change Management, Wine Tasting, Wine & Food Pairing, wine, Strategic Planning, New Business Development, Business Development, Team Leadership, Team Building, Leadership, Intellectual Property, Licensing, International Business, Joint Ventures, Strategic Partnerships, Due Diligence, Fundraising, Financial Modeling, Private Equity, Corporate Finance, Executive Search, Valuation, Venture Capital, Finance, Cross-functional Team..., Partnerships, Insurance, Marketing, Litigation, European Union, Technical Staff..., Operations Management, Quality Assurance, Quality Management, Manufacturing, Marketing Strategy
Education
California State Polytechnic University-Pomona 1966 — 1969
BS Chemical Engineering
Shell Alumni Association of Greater Houston January 2015 - Present
United Way of Greater Houston 2006 - Present
Chalmers Advisory Services 2003 - Present
Chalmers Financial Advisors 2006 - Present
Lincoln Financial Group 2003 - 2005
AXA Advisors 2002 - 2003
Cambridge CEO Partners 2001 - 2002
Imperial Petroleum Recovery Corporation 2000 - 2001
Shell Chemicals 1996 - 1999
Royal Lubricants 1996 - 1997
Skills
Budgets, Strategic Financial..., Marketing Management, Mergers & Acquisitions, Business Strategy, Advisory Boards, Business Process..., Subject Matter Experts, Strategy, Management Consulting, Board of Directors, Start-ups, Executive Management, Negotiation, Change Management, Wine Tasting, Wine & Food Pairing, wine, Strategic Planning, New Business Development, Business Development, Team Leadership, Team Building, Leadership, Intellectual Property, Licensing, International Business, Joint Ventures, Strategic Partnerships, Due Diligence, Fundraising, Financial Modeling, Private Equity, Corporate Finance, Executive Search, Valuation, Venture Capital, Finance, Cross-functional Team..., Partnerships, Insurance, Marketing, Litigation, European Union, Technical Staff..., Operations Management, Quality Assurance, Quality Management, Manufacturing, Marketing Strategy
Education
California State Polytechnic University-Pomona 1966 — 1969
BS Chemical Engineering
Lauren Schlagenhauf's Lincoln Financial Group Experience June 2013 - August 2013
Job Staff Auditor at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP September 2014 - Present
Hope100 June 2011 - Present
Lincoln Financial Group June 2013 - August 2013
Hungerford, Aldrin, Nichols & Carter, PC January 2013 - April 2013
Sherwin Williams May 2012 - August 2012
Skills
Management, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, QuickBooks, Time Management, Teamwork, Customer Service
Education
Calvin College 2010 — 2014
Bachelor's degree, Accounting
Crowe Horwath LLP September 2014 - Present
Hope100 June 2011 - Present
Lincoln Financial Group June 2013 - August 2013
Hungerford, Aldrin, Nichols & Carter, PC January 2013 - April 2013
Sherwin Williams May 2012 - August 2012
Skills
Management, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, QuickBooks, Time Management, Teamwork, Customer Service
Education
Calvin College 2010 — 2014
Bachelor's degree, Accounting
Cassie Bopp Cassie Bopp's Lincoln Financial Group Experience January 2013 - Present
Job Actuarial Analyst II at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group January 2013 - Present
UnitedHealthcare May 2012 - August 2012
Skills
PowerPoint, Visual Basic, Microsoft Word, Microsoft Excel, Access, Actuaries, Time Management, Economics, Financial Reporting, Finance, Analysis, Actuarial Exams, Statistics, Data Analysis, Microsoft Office, Insurance, Teamwork, Actuarial Science
Education
Bryant University 2009 — 2012
Bachelor of Science (B.S.), Actuarial Science, 3.8
Lincoln Financial Group January 2013 - Present
UnitedHealthcare May 2012 - August 2012
Skills
PowerPoint, Visual Basic, Microsoft Word, Microsoft Excel, Access, Actuaries, Time Management, Economics, Financial Reporting, Finance, Analysis, Actuarial Exams, Statistics, Data Analysis, Microsoft Office, Insurance, Teamwork, Actuarial Science
Education
Bryant University 2009 — 2012
Bachelor of Science (B.S.), Actuarial Science, 3.8
Dominique Steele Dominique Steele's Lincoln Financial Group Experience January 2013 - Present
Job Event Operations at Lincoln Financial Group
Industry Leisure, Travel & Tourism
Experience
Lincoln Financial Group January 2013 - Present
O'Reilly Auto Parts June 2008 - June 2011
Java City June 2006 - September 2008
Skills
Customer Service, Clerical Skills, Inventory Control, Vendor Managed Inventory, Intranet, Intrapersonal Skills, Computer Proficiency, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Distribution Strategies, Inventory Management, Inventory Accuracy, Logistics, Safety, OSHA Certified, Cash Register, Deposits, Order Processing, Bulk Material Handling, Material Handling, Materials Management, Conveyors, Data Warehousing, Warehousing, Professional Services, Versatility, Efficiency, Reliability, Time Management, Leadership
Education
Camden County College 2012 — 2015
Associate of Science (A.S.)
M.T. Blount High School 2002 — 2006
General Studies
Lincoln Financial Group January 2013 - Present
O'Reilly Auto Parts June 2008 - June 2011
Java City June 2006 - September 2008
Skills
Customer Service, Clerical Skills, Inventory Control, Vendor Managed Inventory, Intranet, Intrapersonal Skills, Computer Proficiency, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Distribution Strategies, Inventory Management, Inventory Accuracy, Logistics, Safety, OSHA Certified, Cash Register, Deposits, Order Processing, Bulk Material Handling, Material Handling, Materials Management, Conveyors, Data Warehousing, Warehousing, Professional Services, Versatility, Efficiency, Reliability, Time Management, Leadership
Education
Camden County College 2012 — 2015
Associate of Science (A.S.)
M.T. Blount High School 2002 — 2006
General Studies
Carolyn Gunning Carolyn Gunning's Lincoln Financial Group Experience May 2014 - Present
Job Plan Document Auditor at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group May 2014 - Present
July Business Services December 2013 - May 2014
MetLife June 2008 - November 2013
ADP Retirement Services November 1994 - July 2005
ADP Retirement Services November 1994 - July 2005
Witman, Stadtmauer & Michaels October 1987 - November 1994
Skills
Employee Benefits, Defined Benefit, Pensions, Retirement Planning, Defined Contribution, Profit Sharing, Leadership, 403 b, Analysis, Nonprofits, Process Improvement, Customer Service, Microsoft Office
Education
Stonehill College 1982 — 1986
Bachelor of Arts (B.A.), History
Caldwell University
Stonehill College
Bachelor of Arts, History
Lincoln Financial Group May 2014 - Present
July Business Services December 2013 - May 2014
MetLife June 2008 - November 2013
ADP Retirement Services November 1994 - July 2005
ADP Retirement Services November 1994 - July 2005
Witman, Stadtmauer & Michaels October 1987 - November 1994
Skills
Employee Benefits, Defined Benefit, Pensions, Retirement Planning, Defined Contribution, Profit Sharing, Leadership, 403 b, Analysis, Nonprofits, Process Improvement, Customer Service, Microsoft Office
Education
Stonehill College 1982 — 1986
Bachelor of Arts (B.A.), History
Caldwell University
Stonehill College
Bachelor of Arts, History
Lisa (Bird )Facino Lisa (Bird )Facino's Lincoln Financial Group Experience June 2008 - June 2009
Job Wealth Management Consultant at Saybrus Partners
Industry Insurance
Experience
Saybrus Partners May 2013 - Present
Prudential Financial January 2013 - May 2013
The Hartford December 2009 - January 2013
Lincoln Financial Group June 2008 - June 2009
Prudential Financial 2005 - 2007
Prudential Financial 2001 - 2005
Prudential Financial 1993 - 2001
Skills
Life Insurance, Wealth Management, Retirement Planning, Insurance, Estate Planning, Coaching, Fixed Annuities, Marketing, Training, Retirement, Series 63, Series 7, Term Life Insurance, Employee Benefits, Health Insurance, Finance, Sales
Education
California State University-Sacramento
Bachelor of Arts (B.A.), Organizational Communications
Saybrus Partners May 2013 - Present
Prudential Financial January 2013 - May 2013
The Hartford December 2009 - January 2013
Lincoln Financial Group June 2008 - June 2009
Prudential Financial 2005 - 2007
Prudential Financial 2001 - 2005
Prudential Financial 1993 - 2001
Skills
Life Insurance, Wealth Management, Retirement Planning, Insurance, Estate Planning, Coaching, Fixed Annuities, Marketing, Training, Retirement, Series 63, Series 7, Term Life Insurance, Employee Benefits, Health Insurance, Finance, Sales
Education
California State University-Sacramento
Bachelor of Arts (B.A.), Organizational Communications
Jeffrey Daveler's Lincoln Financial Group Experience August 2015 - Present
Job Business Reporting Analyst at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Group August 2015 - Present
Freelance Graphic Designer January 2010 - Present
Lincoln Financial Group October 2013 - August 2015
Flagship Credit Acceptance December 2012 - October 2013
Flagship Credit Acceptance May 2007 - December 2012
Flagship Credit Corporation March 2006 - May 2007
Flagship Credit Corporation September 2005 - March 2006
Skills
Excel, Photoshop, Crystal Reports, PowerPoint, Microsoft Office, Advertising, Marketing, Marketing Strategy, Strategic Planning, Adobe Creative Suite, Credit, Loans, Credit Analysis, Marketing Communications, Visio, Integrated Marketing, Sales Process, Analytics, Brand Development, Sales Management, Training, Dreamweaver, Microsoft Excel, Team Building, New Business Development, Sales, Business Development, Business Objects, HTML emails, HTML, SEO, SQL, Forecasting, Email Marketing, Graphic Design, Online Marketing, Social Networking, Leadership, Sales Operations, Analysis, Finance, Salesforce.com, Strategy, Management, Customer Retention, Banking, Process Improvement, Customer Service, Business Analysis
Education
Kutztown University of Pennsylvania 2001 — 2005
Bachelor of Science, Marketing; Advertising and Graphic Arts
Buckinghamshire Chilterns University College 2004 — 2004
Lincoln Financial Group August 2015 - Present
Freelance Graphic Designer January 2010 - Present
Lincoln Financial Group October 2013 - August 2015
Flagship Credit Acceptance December 2012 - October 2013
Flagship Credit Acceptance May 2007 - December 2012
Flagship Credit Corporation March 2006 - May 2007
Flagship Credit Corporation September 2005 - March 2006
Skills
Excel, Photoshop, Crystal Reports, PowerPoint, Microsoft Office, Advertising, Marketing, Marketing Strategy, Strategic Planning, Adobe Creative Suite, Credit, Loans, Credit Analysis, Marketing Communications, Visio, Integrated Marketing, Sales Process, Analytics, Brand Development, Sales Management, Training, Dreamweaver, Microsoft Excel, Team Building, New Business Development, Sales, Business Development, Business Objects, HTML emails, HTML, SEO, SQL, Forecasting, Email Marketing, Graphic Design, Online Marketing, Social Networking, Leadership, Sales Operations, Analysis, Finance, Salesforce.com, Strategy, Management, Customer Retention, Banking, Process Improvement, Customer Service, Business Analysis
Education
Kutztown University of Pennsylvania 2001 — 2005
Bachelor of Science, Marketing; Advertising and Graphic Arts
Buckinghamshire Chilterns University College 2004 — 2004
Andrew Kone Andrew Kone's Lincoln Financial Group Experience April 2005 - January 2008
Job Financial Associate, Retirement and Benefits at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Operational Excellence ConsultantLincoln Financial GroupMarch 2008 - June 2013
Lincoln Financial Group April 2005 - January 2008
Skills
Financial Services, Business Analysis, Process Improvement, Risk Management, Requirements Gathering, SDLC, Six Sigma, Project Management, Analysis, Lean Manufacturing
Education
Case Western Reserve University School of Law 1980 — 1983
Colgate University 1976 — 1980
BA, Political Science
Fidelity Investments Operational Excellence ConsultantLincoln Financial GroupMarch 2008 - June 2013
Lincoln Financial Group April 2005 - January 2008
Skills
Financial Services, Business Analysis, Process Improvement, Risk Management, Requirements Gathering, SDLC, Six Sigma, Project Management, Analysis, Lean Manufacturing
Education
Case Western Reserve University School of Law 1980 — 1983
Colgate University 1976 — 1980
BA, Political Science
Jonathan Loc Jonathan Loc's Lincoln Financial Group Experience June 2005 - June 2010
Job Tax, Insurance and Financial consultant
Industry Financial Services
Experience
Lincoln Financial Group June 2005 - June 2010
Tax & Financial Group February 2002 - June 2005
TD Ameritrade June 1997 - June 2002
Mitsubishi Materials June 1992 - June 1997
Education
Securian University 2004 — 2004
certificate, insurance and financial training
University of California, Irvine 1997 — 2003
PFP, financial planning
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 1997
Lincoln Financial Group June 2005 - June 2010
Tax & Financial Group February 2002 - June 2005
TD Ameritrade June 1997 - June 2002
Mitsubishi Materials June 1992 - June 1997
Education
Securian University 2004 — 2004
certificate, insurance and financial training
University of California, Irvine 1997 — 2003
PFP, financial planning
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 1997
Anthony Enos's Lincoln Financial Group Experience November 2004 - June 2007
Job VP External Reporting at JPMorgan Chase
Industry Legal Services
Experience
JPMorgan Chase November 2013 - Present
Morgan, Lewis & Bockius LLP September 2012 - November 2013
Dechert LLP May 2008 - September 2012
Dechert LLP November 2007 - May 2008
Lincoln Financial Group November 2004 - June 2007
Deloitte January 2003 - July 2004
Synygy August 1999 - January 2003
Skills
Corporate Finance, Analysis, Due Diligence, Mergers & Acquisitions, Project Management, Management, Finance, Strategy, Planning Budgeting &..., Pricing, Finance System...
Education
Carnegie Mellon University 1995 — 1999
JPMorgan Chase November 2013 - Present
Morgan, Lewis & Bockius LLP September 2012 - November 2013
Dechert LLP May 2008 - September 2012
Dechert LLP November 2007 - May 2008
Lincoln Financial Group November 2004 - June 2007
Deloitte January 2003 - July 2004
Synygy August 1999 - January 2003
Skills
Corporate Finance, Analysis, Due Diligence, Mergers & Acquisitions, Project Management, Management, Finance, Strategy, Planning Budgeting &..., Pricing, Finance System...
Education
Carnegie Mellon University 1995 — 1999
Jennifer (Heeren) Helms, MBA, ALMI's Lincoln Financial Group Experience July 2015 - Present
Job EDI Operations Manager at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group July 2015 - Present
Alpha Xi Delta October 2008 - Present
Lincoln Financial Group April 2015 - July 2015
Lincoln Financial Group May 2014 - March 2015
Lincoln Financial Group January 2013 - June 2014
Alpha Xi Delta October 2008 - May 2014
Lincoln Financial Group November 2011 - March 2014
Lincoln Financial Group August 2012 - January 2013
Lincoln Financial Group August 2011 - August 2012
Lincoln Financial Group January 2010 - November 2011
Skills
Analysis, Project Planning, Process Improvement, Customer Service, Project Management, Vendor Management, Team Building, Management, Cross-functional Team..., Strategic Planning, Leadership, Team Management, Training, Software Documentation, Risk Management, Human Resources, Integration, Employee Benefits, Customer Satisfaction, Talent Management, Insurance, Time Management, Sales, Business Analysis, Management Consulting
Education
Cameron University 2003 — 2004
MBA, Organizational Behavior Studies
University of Nebraska at Omaha 1997 — 2001
BSBA, Management
Millard South 1993 — 1997
high school diploma
Lincoln Financial Group July 2015 - Present
Alpha Xi Delta October 2008 - Present
Lincoln Financial Group April 2015 - July 2015
Lincoln Financial Group May 2014 - March 2015
Lincoln Financial Group January 2013 - June 2014
Alpha Xi Delta October 2008 - May 2014
Lincoln Financial Group November 2011 - March 2014
Lincoln Financial Group August 2012 - January 2013
Lincoln Financial Group August 2011 - August 2012
Lincoln Financial Group January 2010 - November 2011
Skills
Analysis, Project Planning, Process Improvement, Customer Service, Project Management, Vendor Management, Team Building, Management, Cross-functional Team..., Strategic Planning, Leadership, Team Management, Training, Software Documentation, Risk Management, Human Resources, Integration, Employee Benefits, Customer Satisfaction, Talent Management, Insurance, Time Management, Sales, Business Analysis, Management Consulting
Education
Cameron University 2003 — 2004
MBA, Organizational Behavior Studies
University of Nebraska at Omaha 1997 — 2001
BSBA, Management
Millard South 1993 — 1997
high school diploma
William Nicholas Garrett William Nicholas Garrett's Lincoln Financial Group Experience June 2008 - August 2008
Job Senior Business Consultant Finance at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance July 2013 - Present
Rothschild June 2012 - August 2012
Indigo Partners, LLC June 2009 - June 2011
BJ Energy January 2008 - May 2009
Lincoln Financial Group June 2008 - August 2008
Skills
Financial Analysis, Valuation, Mergers & Acquisitions, Financial Modeling, Due Diligence, Investment Banking, Portfolio Management, Investments, Private Equity, Risk Management, Strategic Planning
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Accounting, Operations & Strategy, Graduated with University Honors
University of Arizona 2005 — 2009
Business Administration, Finance & Business Economics, 3.41
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance July 2013 - Present
Rothschild June 2012 - August 2012
Indigo Partners, LLC June 2009 - June 2011
BJ Energy January 2008 - May 2009
Lincoln Financial Group June 2008 - August 2008
Skills
Financial Analysis, Valuation, Mergers & Acquisitions, Financial Modeling, Due Diligence, Investment Banking, Portfolio Management, Investments, Private Equity, Risk Management, Strategic Planning
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Accounting, Operations & Strategy, Graduated with University Honors
University of Arizona 2005 — 2009
Business Administration, Finance & Business Economics, 3.41
James E. Moore, Sr., PMP, CSM's Lincoln Financial Group Experience March 2015 - Present
Job Enterprise Solution Consultant at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group March 2015 - Present
Physicians Mutual Insurance co August 2011 - March 2015
Upp Technology, Inc. August 2011 - January 2012
Axian December 2010 - May 2011
Chrome Systems June 2009 - August 2010
L-1 Identity Solutions June 2008 - October 2008
Digimarc March 2007 - June 2008
SpaceLabs Medical September 2005 - December 2006
Microsoft January 2005 - September 2005
Wells Fargo Financials January 2004 - December 2004
Skills
Agile Methodologies, Product Management, Integration, Cross-functional Team..., Project Management, Solution Architecture, Team Leadership, Telecommunications, Management, Software Development, Scrum, Leadership, E-commerce, SDLC, Software Project..., Requirements Analysis, Quality Assurance, Business Intelligence, Enterprise Software, Program Management, Process Improvement
Education
North Central University 2013 — 2016
PhD, Global Leadership
Capella University 2004 — 2010
Master of Science (MS), Organization and Management (Leadership)
California State University-Chico 1994 — 1997
MSCS, Computer Science
Howard University 1985 — 1990
BS, Computer Systems Engineering
Lincoln Financial Group March 2015 - Present
Physicians Mutual Insurance co August 2011 - March 2015
Upp Technology, Inc. August 2011 - January 2012
Axian December 2010 - May 2011
Chrome Systems June 2009 - August 2010
L-1 Identity Solutions June 2008 - October 2008
Digimarc March 2007 - June 2008
SpaceLabs Medical September 2005 - December 2006
Microsoft January 2005 - September 2005
Wells Fargo Financials January 2004 - December 2004
Skills
Agile Methodologies, Product Management, Integration, Cross-functional Team..., Project Management, Solution Architecture, Team Leadership, Telecommunications, Management, Software Development, Scrum, Leadership, E-commerce, SDLC, Software Project..., Requirements Analysis, Quality Assurance, Business Intelligence, Enterprise Software, Program Management, Process Improvement
Education
North Central University 2013 — 2016
PhD, Global Leadership
Capella University 2004 — 2010
Master of Science (MS), Organization and Management (Leadership)
California State University-Chico 1994 — 1997
MSCS, Computer Science
Howard University 1985 — 1990
BS, Computer Systems Engineering
Travis Campbell, AIF, CRPS Travis Campbell, AIF, CRPS's Lincoln Financial Group Experience April 2008 - February 2012
Job Vice President Retirement Distribution
Industry Financial Services
Experience
Fidelity February 2012 - Present
Lincoln Financial Group April 2008 - February 2012
Paychex 2005 - 2008
Skills
401k, Retirement, Sales, Series 63, Retirement Planning, Mutual Funds, Series 7, Series 6, Pensions, Investments, Fixed Annuities, Defined Benefit, Employee Benefits, Wealth Management, Retirement Plan..., Asset Allocation, Financial Services, Insurance, Salesforce.com, Defined Contribution
Education
California State University-Sacramento 1998 — 2001
Fidelity February 2012 - Present
Lincoln Financial Group April 2008 - February 2012
Paychex 2005 - 2008
Skills
401k, Retirement, Sales, Series 63, Retirement Planning, Mutual Funds, Series 7, Series 6, Pensions, Investments, Fixed Annuities, Defined Benefit, Employee Benefits, Wealth Management, Retirement Plan..., Asset Allocation, Financial Services, Insurance, Salesforce.com, Defined Contribution
Education
California State University-Sacramento 1998 — 2001
Jack Kuchlenz Jack Kuchlenz's Lincoln Financial Group Experience February 2003 - December 2007
Job Consultant at Advanced Business Integrators, Inc.
Industry Computer Software
Experience
ABI Inc. September 2008 - Present
New England Financial January 2008 - September 2008
Lincoln Financial Group February 2003 - December 2007
Factset Research Systems November 2000 - June 2002
Skills
Finance, Investments, Leadership, Nonprofits, Program Management, Project Planning, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 1998 — 2000
B.S., Economics w/ Finance Concentration
Sierra College 1995 — 1998
AA, Liberal Studies
ABI Inc. September 2008 - Present
New England Financial January 2008 - September 2008
Lincoln Financial Group February 2003 - December 2007
Factset Research Systems November 2000 - June 2002
Skills
Finance, Investments, Leadership, Nonprofits, Program Management, Project Planning, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 1998 — 2000
B.S., Economics w/ Finance Concentration
Sierra College 1995 — 1998
AA, Liberal Studies
Javier M. Obando Javier M. Obando's Lincoln Financial Group Experience July 2015 - Present
Job Director of Market Development
Industry Financial Services
Experience
Lincoln Financial Group July 2015 - Present
Great-West Retirement Services October 2012 - July 2015
EMPOWER Retirement January 2008 - July 2015
BFSG 2005 - 2008
Prudential 2002 - 2005
Skills
Series 63, Series 7, Series 6, 401k, Retirement, Retirement Planning, FINRA, IRAs, ERISA, Pensions, Mutual Funds, Defined Benefit, Fixed Annuities, Defined Contribution, Asset Allocation, Investment Advisory, Qualified Retirement..., Retirement Plan..., Financial Services, 401k Rollovers, Alternative Investments, Asset Management, Disability Insurance, Deferred Compensation, Benefits Administration, Employee Benefits, Executive Pay, Equities, Financial Advisory, Fixed Income, Financial Planners, Insurance, Investment Strategies, Investments, Life, Life Insurance, Long-term Care, Personal Financial..., Profit Sharing, Relationship Management, Roth IRA, Salesforce.com, Securities, Separately Managed..., Series 24, Series 65, Strategic Financial..., Uniform Combined State..., Variable Annuities, Wealth Management
Education
California State Polytechnic University-Pomona
BS
Lincoln Financial Group July 2015 - Present
Great-West Retirement Services October 2012 - July 2015
EMPOWER Retirement January 2008 - July 2015
BFSG 2005 - 2008
Prudential 2002 - 2005
Skills
Series 63, Series 7, Series 6, 401k, Retirement, Retirement Planning, FINRA, IRAs, ERISA, Pensions, Mutual Funds, Defined Benefit, Fixed Annuities, Defined Contribution, Asset Allocation, Investment Advisory, Qualified Retirement..., Retirement Plan..., Financial Services, 401k Rollovers, Alternative Investments, Asset Management, Disability Insurance, Deferred Compensation, Benefits Administration, Employee Benefits, Executive Pay, Equities, Financial Advisory, Fixed Income, Financial Planners, Insurance, Investment Strategies, Investments, Life, Life Insurance, Long-term Care, Personal Financial..., Profit Sharing, Relationship Management, Roth IRA, Salesforce.com, Securities, Separately Managed..., Series 24, Series 65, Strategic Financial..., Uniform Combined State..., Variable Annuities, Wealth Management
Education
California State Polytechnic University-Pomona
BS
Lauren Higgins Lauren Higgins's Lincoln Financial Group Experience June 2014 - January 2015
Job
Industry Financial Services
Experience
- April 2011 - Present
LIncoln Financial Group June 2014 - January 2015
Cambridge Associates, LLC 2006 - 2009
JPMorgan Retirement Plan Services 2005 - 2006
The Vanguard Group 2001 - 2005
The Vanguard Group 1998 - 2001
Mellon Bond Associates 1997 - 1998
Skills
Strategy, Strategic Planning, Mutual Funds, Marketing Strategy, Marketing Communications, Marketing, Leadership, Financial Services, Strategic Communications
Education
Drexel University 2000 — 2004
M.B.A., Investment Management
Carnegie Mellon University 1996 — 1998
M.A., Professional Writing
College of the Holy Cross 1992 — 1996
B.A., English
- April 2011 - Present
LIncoln Financial Group June 2014 - January 2015
Cambridge Associates, LLC 2006 - 2009
JPMorgan Retirement Plan Services 2005 - 2006
The Vanguard Group 2001 - 2005
The Vanguard Group 1998 - 2001
Mellon Bond Associates 1997 - 1998
Skills
Strategy, Strategic Planning, Mutual Funds, Marketing Strategy, Marketing Communications, Marketing, Leadership, Financial Services, Strategic Communications
Education
Drexel University 2000 — 2004
M.B.A., Investment Management
Carnegie Mellon University 1996 — 1998
M.A., Professional Writing
College of the Holy Cross 1992 — 1996
B.A., English
Jeff Kelleher's Lincoln Financial Group Experience December 2014 - Present
Job Operations Projects Specialist at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group December 2014 - Present
Lincoln Financial Group August 2013 - January 2015
BB&T January 2013 - May 2013
Wells Fargo August 2012 - May 2013
Wells Fargo Bank, NA June 2011 - August 2012
Skills
Universal Life, Variable Life, Series 6, Loan Origination, Consumer Lending, Cross Selling, Loans, Credit, Mortgage Lending, Lines Of Credit, Credit Analysis, Banking, Underwriting, Employee Training, Small Business Lending, Retail Banking, Commercial Banking, Commercial Lending, Mortgage Banking, Deposits, Refinance, Relationship Management, FHA, Cash Management, Customer Service, Life Insurance, Sales, Finance, Credit Cards, Home Equity Lines of..., Home Equity Loans, Call Centers, Loan Servicing, Notary Public
Education
Guilford College 2013 — 2016
Cape Fear Community College 2007 — 2009
Lincoln Financial Group December 2014 - Present
Lincoln Financial Group August 2013 - January 2015
BB&T January 2013 - May 2013
Wells Fargo August 2012 - May 2013
Wells Fargo Bank, NA June 2011 - August 2012
Skills
Universal Life, Variable Life, Series 6, Loan Origination, Consumer Lending, Cross Selling, Loans, Credit, Mortgage Lending, Lines Of Credit, Credit Analysis, Banking, Underwriting, Employee Training, Small Business Lending, Retail Banking, Commercial Banking, Commercial Lending, Mortgage Banking, Deposits, Refinance, Relationship Management, FHA, Cash Management, Customer Service, Life Insurance, Sales, Finance, Credit Cards, Home Equity Lines of..., Home Equity Loans, Call Centers, Loan Servicing, Notary Public
Education
Guilford College 2013 — 2016
Cape Fear Community College 2007 — 2009
Kevin Mogan Kevin Mogan's Lincoln Financial Group Experience January 2006 - May 2011
Job Vice President Employee Benefits at Alliant Insurance Services
Industry Insurance
Experience
Alliant Insurance Services January 2015 - Present
Wells Fargo Insurance Services May 2011 - January 2015
Lincoln Financial Group January 2006 - May 2011
Oracle Corporation 1998 - 2004
Skills
Disability Insurance, Employee Benefits, Health Savings Accounts, 401k, FMLA, Group Insurance, Benefits Administration, COBRA, Life Insurance, Underwriting, Outsourcing, HRIS, Retirement Planning, Employee Wellness, Health Insurance, Human Resources, Insurance, Cold Calling, PEO, Brokers, Deferred Compensation, Workers Compensation, Term Life Insurance, Retirement, ERISA, Long-term Care, Onboarding, Strategic Planning, Consulting
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelor's degree, Finance and Financial Management Services
Alliant Insurance Services January 2015 - Present
Wells Fargo Insurance Services May 2011 - January 2015
Lincoln Financial Group January 2006 - May 2011
Oracle Corporation 1998 - 2004
Skills
Disability Insurance, Employee Benefits, Health Savings Accounts, 401k, FMLA, Group Insurance, Benefits Administration, COBRA, Life Insurance, Underwriting, Outsourcing, HRIS, Retirement Planning, Employee Wellness, Health Insurance, Human Resources, Insurance, Cold Calling, PEO, Brokers, Deferred Compensation, Workers Compensation, Term Life Insurance, Retirement, ERISA, Long-term Care, Onboarding, Strategic Planning, Consulting
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelor's degree, Finance and Financial Management Services
Bonnie Freeland Bonnie Freeland's Lincoln Financial Group Experience June 2012 - July 2013
Job Senior Internet Sales Consultant
Industry Marketing and Advertising
Experience
iMatrix August 2014 - Present
TrellisWare Technologies August 2013 - August 2014
Lincoln Financial Group June 2012 - July 2013
Atsource Accounting & Tax Professionals January 2012 - May 2012
HME May 2011 - September 2011
Skills
Sales, Recruiting, Management, Analysis, Time Management, Social Networking, Project Planning, Business Development, Accounts Payable, CRM, QuickBooks, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Access, Accounting, Office Management, Social Skills, Highly personable, Highly motivated..., FRx Report Writer, Avante, Lacerte, Photoshop
Education
California State University-Long Beach 2007 — 2012
Bachelor's degree, Accounting
iMatrix August 2014 - Present
TrellisWare Technologies August 2013 - August 2014
Lincoln Financial Group June 2012 - July 2013
Atsource Accounting & Tax Professionals January 2012 - May 2012
HME May 2011 - September 2011
Skills
Sales, Recruiting, Management, Analysis, Time Management, Social Networking, Project Planning, Business Development, Accounts Payable, CRM, QuickBooks, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Access, Accounting, Office Management, Social Skills, Highly personable, Highly motivated..., FRx Report Writer, Avante, Lacerte, Photoshop
Education
California State University-Long Beach 2007 — 2012
Bachelor's degree, Accounting
Camille Hutchinson, MBA Camille Hutchinson, MBA's Lincoln Financial Group Experience June 2015 - Present
Job Corporate Communications Manager at Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Group June 2015 - Present
GE Water and Process Technologies January 2012 - Present
Huntington National Bank May 2010 - January 2012
Cardinal Health March 2009 - May 2010
Morgan Stanley Smith Barney March 2005 - March 2009
Skills
Marketing Communications, Internal Communications, Media Relations, Social Media, Management, Strategic Communications, Adobe Creative Suite, Brand Management, Cision, Web Content Management, SAP, Webinars, Email Marketing, Events Coordination, Marketo
Education
Ohio Dominican University 2005 — 2007
MBA, Business Administration
University of London 2003 — 2004
International Business
Capital University 2000 — 2004
BA, Communications
Lincoln Financial Group June 2015 - Present
GE Water and Process Technologies January 2012 - Present
Huntington National Bank May 2010 - January 2012
Cardinal Health March 2009 - May 2010
Morgan Stanley Smith Barney March 2005 - March 2009
Skills
Marketing Communications, Internal Communications, Media Relations, Social Media, Management, Strategic Communications, Adobe Creative Suite, Brand Management, Cision, Web Content Management, SAP, Webinars, Email Marketing, Events Coordination, Marketo
Education
Ohio Dominican University 2005 — 2007
MBA, Business Administration
University of London 2003 — 2004
International Business
Capital University 2000 — 2004
BA, Communications
Mitchell Halbreich Mitchell Halbreich's Lincoln Financial Group Experience June 1992 - February 1996
Job Engineering Resource Associate
Industry Civil Engineering
Experience
Darnell Technical Services, Inc. March 2015 - Present
LetsGoKings.com June 2003 - Present
Verizon/Idearc/SuperMedia/Dex Media January 2001 - December 2014
GE Capital Mortgage September 1997 - October 2000
Lincoln Financial Group June 1992 - February 1996
Skills
Online Advertising, SEM, PPC, Social Media Marketing, Local Search, Advertising Sales, Lead Generation, Salesforce.com, Mobile Marketing, Google Adwords, Online Marketing, Account Management, Search Advertising, Social Media, Marketing, Marketing Strategy, SEO, Digital Marketing, Yahoo Search Marketing, B2B Marketing, Advertising, Customer Acquisition, Google Analytics, Sales, Cold Calling, Direct Mail, Integrated Marketing, Social Networking, Email Marketing, CRM, Mobile Advertising, Digital Strategy, Media Planning, E-commerce, Customer Retention, Organic Search, Web Analytics, Sales Presentations, Web Marketing, Interactive Marketing, Market Planning, Facebook, Website Development, Social Marketing, Internet Strategy, SEO copywriting, New Business Development, Recruiting, Staffing Services, Client Development
Education
California State University-San Bernardino - College of Business and Public Administration 1988 — 1992
Bachelor of Arts (B.A.), Human Resources Management and Services
Darnell Technical Services, Inc. March 2015 - Present
LetsGoKings.com June 2003 - Present
Verizon/Idearc/SuperMedia/Dex Media January 2001 - December 2014
GE Capital Mortgage September 1997 - October 2000
Lincoln Financial Group June 1992 - February 1996
Skills
Online Advertising, SEM, PPC, Social Media Marketing, Local Search, Advertising Sales, Lead Generation, Salesforce.com, Mobile Marketing, Google Adwords, Online Marketing, Account Management, Search Advertising, Social Media, Marketing, Marketing Strategy, SEO, Digital Marketing, Yahoo Search Marketing, B2B Marketing, Advertising, Customer Acquisition, Google Analytics, Sales, Cold Calling, Direct Mail, Integrated Marketing, Social Networking, Email Marketing, CRM, Mobile Advertising, Digital Strategy, Media Planning, E-commerce, Customer Retention, Organic Search, Web Analytics, Sales Presentations, Web Marketing, Interactive Marketing, Market Planning, Facebook, Website Development, Social Marketing, Internet Strategy, SEO copywriting, New Business Development, Recruiting, Staffing Services, Client Development
Education
California State University-San Bernardino - College of Business and Public Administration 1988 — 1992
Bachelor of Arts (B.A.), Human Resources Management and Services
Angela McCarthy's Lincoln Financial Group Experience October 2009 - October 2010
Job AmeriHealth Caritas, Enterprise Encounter Management Coordinator
Industry Hospital & Health Care
Experience
AmeriHealth Caritas March 2014 - Present
McCarthy Contracting, LLC October 2010 - Present
AmeriHealth Caritas March 2013 - March 2014
Lincoln Financial Group October 2009 - October 2010
Brinker Capital March 2008 - March 2009
Brinker Capital March 2007 - March 2008
Skills
Graphic Design, Project Management, Project Coordination, Organization, Organizational..., Organizational Structure, Creative Services, Adobe Creative Suite, Process Improvement, Management, Business Analysis, CRM, Analysis
Education
Anytime Learning 2015 — 2016
Six Sigma & Lean Six Sigma trainings in preparation for Greenbelt Certification
Cabrini College 2001 — 2006
Bachelor of Arts (B.A.), Graphic Design, Concentration in Marketing
Delaware County Community College 2003 — 2005
Marketing and Graphic Design
AmeriHealth Caritas March 2014 - Present
McCarthy Contracting, LLC October 2010 - Present
AmeriHealth Caritas March 2013 - March 2014
Lincoln Financial Group October 2009 - October 2010
Brinker Capital March 2008 - March 2009
Brinker Capital March 2007 - March 2008
Skills
Graphic Design, Project Management, Project Coordination, Organization, Organizational..., Organizational Structure, Creative Services, Adobe Creative Suite, Process Improvement, Management, Business Analysis, CRM, Analysis
Education
Anytime Learning 2015 — 2016
Six Sigma & Lean Six Sigma trainings in preparation for Greenbelt Certification
Cabrini College 2001 — 2006
Bachelor of Arts (B.A.), Graphic Design, Concentration in Marketing
Delaware County Community College 2003 — 2005
Marketing and Graphic Design
Neal Cook Neal Cook's Lincoln Financial Group Experience January 2011 - April 2015
Job Director of Business Development at Intercare Insurance Solutions, a HUB International Company
Industry Financial Services
Experience
Intercare Insurance Solutions 2015 - Present
Lincoln Financial Group January 2011 - April 2015
Prudential Financial February 1998 - January 2011
Phoenix June 1990 - February 1998
Skills
Life Insurance, Disability Insurance, Employee Benefits, Health Savings Accounts, Underwriting, Brokers, Insurance, Long-term Care, Health Insurance, Benefits Administration, Sales, Term Life Insurance, Leadership, Management, Sales Management, Strategic Planning
Education
California Polytechnic State University-San Luis Obispo 1985 — 1990
Bachelor of Arts (B.A.), Economics
Claremont High
Claremont High
Intercare Insurance Solutions 2015 - Present
Lincoln Financial Group January 2011 - April 2015
Prudential Financial February 1998 - January 2011
Phoenix June 1990 - February 1998
Skills
Life Insurance, Disability Insurance, Employee Benefits, Health Savings Accounts, Underwriting, Brokers, Insurance, Long-term Care, Health Insurance, Benefits Administration, Sales, Term Life Insurance, Leadership, Management, Sales Management, Strategic Planning
Education
California Polytechnic State University-San Luis Obispo 1985 — 1990
Bachelor of Arts (B.A.), Economics
Claremont High
Claremont High
Vaasavi Unnava Vaasavi Unnava's Lincoln Financial Group Experience June 2014 - August 2014
Job Community Advisor at Carnegie Mellon University
Industry Primary/Secondary Education
Experience
Carnegie Mellon University January 2015 - Present
United States Senate June 2015 - August 2015
Carnegie Mellon University August 2014 - May 2015
Carnegie Mellon University Student Senate May 2014 - May 2015
Moneythink September 2013 - May 2015
Lincoln Financial Group June 2014 - August 2014
Carnegie Mellon University Student Senate September 2013 - May 2014
Skills
Statistics, Public Speaking, Python, Teaching, Japanese, PowerPoint, Microsoft Word, Microsoft Office, Java, Microsoft Excel
Education
Carnegie Mellon University 2013 — 2017
Bachelor of Science (BS), Economics, Dean's List, High Honors
Dublin Coffman High School 2009 — 2013
Carnegie Mellon University January 2015 - Present
United States Senate June 2015 - August 2015
Carnegie Mellon University August 2014 - May 2015
Carnegie Mellon University Student Senate May 2014 - May 2015
Moneythink September 2013 - May 2015
Lincoln Financial Group June 2014 - August 2014
Carnegie Mellon University Student Senate September 2013 - May 2014
Skills
Statistics, Public Speaking, Python, Teaching, Japanese, PowerPoint, Microsoft Word, Microsoft Office, Java, Microsoft Excel
Education
Carnegie Mellon University 2013 — 2017
Bachelor of Science (BS), Economics, Dean's List, High Honors
Dublin Coffman High School 2009 — 2013
Giovanna Ponce-Guerard's Lincoln Financial Group Experience 2003 - 2006
Job Sr. Application Software Developer/Analyst at Kaman Corporation
Industry Aviation & Aerospace
Experience
Kaman Industrial Technologies July 2006 - Present
Lincoln Financial Group 2003 - 2006
IBM December 1997 - July 2002
Skills
JavaScript, XML, HTML, CSS, Java, SQL, Oracle, Lotus Domino, ASP.NET, Software Development, Web Applications, E-commerce, .NET, Databases, Crystal Reports, Integration, Access, Business Analysis, Business Intelligence, Software Documentation, SDLC, Troubleshooting, Visual Basic
Education
University of Hartford 2007 — 2009
MBA, Management
Central Connecticut State University 1996 — 1998
BS, MIS
Cambridge College
Kaman Industrial Technologies July 2006 - Present
Lincoln Financial Group 2003 - 2006
IBM December 1997 - July 2002
Skills
JavaScript, XML, HTML, CSS, Java, SQL, Oracle, Lotus Domino, ASP.NET, Software Development, Web Applications, E-commerce, .NET, Databases, Crystal Reports, Integration, Access, Business Analysis, Business Intelligence, Software Documentation, SDLC, Troubleshooting, Visual Basic
Education
University of Hartford 2007 — 2009
MBA, Management
Central Connecticut State University 1996 — 1998
BS, MIS
Cambridge College
Nicholas Coletti's Lincoln Financial Group Experience April 2009 - September 2010
Job Attended California State UniversitySan Marcos
Industry Restaurants
Experience
Jimmy's at The Landing Resort & Spa March 2015 - June 2015
Del Mar Pizza May 2009 - January 2015
Lincoln Financial Group April 2009 - September 2010
Flippin' Pizza November 2008 - June 2009
Skills
Marketing, Management, Sales, Customer Service, Teamwork, Social Media, PowerPoint, Time Management, Social Media Marketing, Event Management, Editing
Education
California State University-San Marcos 2010 — 2014
Bachelor's degree, Communication and Media Studies
Jimmy's at The Landing Resort & Spa March 2015 - June 2015
Del Mar Pizza May 2009 - January 2015
Lincoln Financial Group April 2009 - September 2010
Flippin' Pizza November 2008 - June 2009
Skills
Marketing, Management, Sales, Customer Service, Teamwork, Social Media, PowerPoint, Time Management, Social Media Marketing, Event Management, Editing
Education
California State University-San Marcos 2010 — 2014
Bachelor's degree, Communication and Media Studies
Cheryl Olson's Lincoln Financial Group Experience January 2014 - Present
Job Sales Support Supervisor at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group January 2014 - Present
Unum March 2012 - January 2014
Reliance Standard Life Insurance Company May 2010 - September 2011
Unum February 2008 - January 2010
The Bank of New York March 2001 - January 2007
Mutual of New York (MONY) August 1985 - March 2001
Skills
Employee Benefits, Insurance, Customer Service, Process Improvement, Account Management, Benefits, Performance Management, Mentoring, Benefits Administration, Team Building, Problem Solving, Coaching, Customer Relations, CRM, Sales, Disability Insurance, Retirement
Education
Bryant University 1973 — 1978
BS in Business Administration, Business Management
Bryant University 1973 — 1978
BS in Law Enforcement/Criminal Justice, Law Enforcement/Criminal Justice
Lincoln Financial Group January 2014 - Present
Unum March 2012 - January 2014
Reliance Standard Life Insurance Company May 2010 - September 2011
Unum February 2008 - January 2010
The Bank of New York March 2001 - January 2007
Mutual of New York (MONY) August 1985 - March 2001
Skills
Employee Benefits, Insurance, Customer Service, Process Improvement, Account Management, Benefits, Performance Management, Mentoring, Benefits Administration, Team Building, Problem Solving, Coaching, Customer Relations, CRM, Sales, Disability Insurance, Retirement
Education
Bryant University 1973 — 1978
BS in Business Administration, Business Management
Bryant University 1973 — 1978
BS in Law Enforcement/Criminal Justice, Law Enforcement/Criminal Justice
Sama Latif's Lincoln Financial Group Experience
Job Sales Representative at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group
Skills
Insurance, Sales, Account Management, Salesforce.com, Life Insurance, Customer Service, Disability Insurance, Cold Calling, Direct Sales, Sales Management, Employee Benefits, Sales Presentations, Selling, Customer Retention, Sales Process, Term Life Insurance, Marketing, Leadership, Health Insurance
Education
Cal Poly San Luis Obispo
Bachelor of Business Administration (B.B.A.), International Marketing, Spanish
Lincoln Financial Group
Skills
Insurance, Sales, Account Management, Salesforce.com, Life Insurance, Customer Service, Disability Insurance, Cold Calling, Direct Sales, Sales Management, Employee Benefits, Sales Presentations, Selling, Customer Retention, Sales Process, Term Life Insurance, Marketing, Leadership, Health Insurance
Education
Cal Poly San Luis Obispo
Bachelor of Business Administration (B.B.A.), International Marketing, Spanish
Brian Brackemyre's Lincoln Financial Group Experience March 1996 - February 1998
Job Love. Work. Ride. Repeat.
Industry Executive Office
Experience
Academic Receivables, LLC December 2014 - Present
Institute for Study Abroad April 2002 - July 2014
Titus Group December 2000 - July 2002
Bankers Conseco Life Insurance Company February 1998 - December 2000
Lincoln Financial Group March 1996 - February 1998
Lincoln Financial Group March 1996 - February 1998
JPMorgan Chase September 1992 - February 1995
Education
Butler University 1996 — 1998
MBA, Finance, Honors
Butler University 1981 — 1985
Bachelor of Science (BS), Chemistry, Honors
Academic Receivables, LLC December 2014 - Present
Institute for Study Abroad April 2002 - July 2014
Titus Group December 2000 - July 2002
Bankers Conseco Life Insurance Company February 1998 - December 2000
Lincoln Financial Group March 1996 - February 1998
Lincoln Financial Group March 1996 - February 1998
JPMorgan Chase September 1992 - February 1995
Education
Butler University 1996 — 1998
MBA, Finance, Honors
Butler University 1981 — 1985
Bachelor of Science (BS), Chemistry, Honors
Jean Hancy Baptiste's Lincoln Financial Group Experience May 2011 - Present
Job Senior Application Developer
Industry Computer Software
Experience
Lincoln Financial Group May 2011 - Present
Sealy Mattress Company 1999 - May 2011
Greater Miami Chamber of Commerce 1998 - 2004
catalina lighting 1997 - 2000
Video Monitoring Services 1990 - 1995
VMS 1990 - 1995
City of Newark 1990 - 1995
Skills
Data Warehousing, Data Modeling, Databases, ETL, SSIS, Business Intelligence, Data Integration, Data Warehouse..., Informatica, SDLC, Microsoft SQL Server, T-SQL, SSRS, Project Management, Database Design, SQL, OLAP, Database Admin, Analysis Services, Database Development, ODI, Hyperion Planning, Essbase
Education
Capella University 2004 — 2008
Master, Information Technology
New Jersey Institute of Technology 1987 — 1990
BS, Computer Science
Canado
Lincoln Financial Group May 2011 - Present
Sealy Mattress Company 1999 - May 2011
Greater Miami Chamber of Commerce 1998 - 2004
catalina lighting 1997 - 2000
Video Monitoring Services 1990 - 1995
VMS 1990 - 1995
City of Newark 1990 - 1995
Skills
Data Warehousing, Data Modeling, Databases, ETL, SSIS, Business Intelligence, Data Integration, Data Warehouse..., Informatica, SDLC, Microsoft SQL Server, T-SQL, SSRS, Project Management, Database Design, SQL, OLAP, Database Admin, Analysis Services, Database Development, ODI, Hyperion Planning, Essbase
Education
Capella University 2004 — 2008
Master, Information Technology
New Jersey Institute of Technology 1987 — 1990
BS, Computer Science
Canado
Dana Marone Sander's Lincoln Financial Group Experience June 2008 - April 2013
Job Sales Effectiveness Analyst at BlueLine Rental/Trico Industrial
Industry Construction
Experience
BlueLine Rental January 2015 - Present
Trico Lift April 2013 - Present
Lincoln Financial Group June 2008 - April 2013
CPA Technology, LLC 1999 - 2006
Skills
Microsoft Office, Windows 7, Visio, SharePoint, Access, Software Documentation, Outlook, MS Project, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Databases, Adobe Acrobat, Data Entry, Team Leadership, Windows, Office Management, Salesforce.com, Spreadsheets, Analysis, Data Analysis
Education
Rowan University 2002 — 2005
Bachelor of Science (B.S.), Management Information Systems, General
Camden County College 1999 — 2002
Associate of Science (A.S.), Management Information Systems, General
BlueLine Rental January 2015 - Present
Trico Lift April 2013 - Present
Lincoln Financial Group June 2008 - April 2013
CPA Technology, LLC 1999 - 2006
Skills
Microsoft Office, Windows 7, Visio, SharePoint, Access, Software Documentation, Outlook, MS Project, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Databases, Adobe Acrobat, Data Entry, Team Leadership, Windows, Office Management, Salesforce.com, Spreadsheets, Analysis, Data Analysis
Education
Rowan University 2002 — 2005
Bachelor of Science (B.S.), Management Information Systems, General
Camden County College 1999 — 2002
Associate of Science (A.S.), Management Information Systems, General
Brenicia Lawrence, ACS, ALMI Brenicia Lawrence, ACS, ALMI's Lincoln Financial Group Experience February 2015 - Present
Job Learning & Training Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2015 - Present
Lincoln Financial Group June 2014 - February 2015
Lincoln Financial Group July 2012 - June 2014
Lincoln Financial Group March 2011 - July 2012
Lincoln Financial Group July 2005 - March 2011
Jefferson Pilot Financial October 2003 - July 2005
Jefferson Pilot Financial November 2001 - October 2003
Skills
Executive Management, Disability Insurance, Insurance, Call Center, Employee Benefits, Training & Development, Technical Training, Career Pathing, Call Centers, Training, Customer Service, Leadership, Process Improvement, Employee Training, Visio, Team Leadership, Coaching, Life Insurance, Policy, Management, Customer Satisfaction, Financial Services, Leadership Development, Team Building
Education
Liberty University 2012 — 2013
Masters of Human Services, Marriage and Family Counseling
Catawba College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration/ Administration of Justice
Lincoln Financial Group February 2015 - Present
Lincoln Financial Group June 2014 - February 2015
Lincoln Financial Group July 2012 - June 2014
Lincoln Financial Group March 2011 - July 2012
Lincoln Financial Group July 2005 - March 2011
Jefferson Pilot Financial October 2003 - July 2005
Jefferson Pilot Financial November 2001 - October 2003
Skills
Executive Management, Disability Insurance, Insurance, Call Center, Employee Benefits, Training & Development, Technical Training, Career Pathing, Call Centers, Training, Customer Service, Leadership, Process Improvement, Employee Training, Visio, Team Leadership, Coaching, Life Insurance, Policy, Management, Customer Satisfaction, Financial Services, Leadership Development, Team Building
Education
Liberty University 2012 — 2013
Masters of Human Services, Marriage and Family Counseling
Catawba College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration/ Administration of Justice
Jill Rosenblum's Lincoln Financial Group Experience May 2007 - August 2007
Job Consulting Actuary at Milliman
Industry Insurance
Tim Stickney's Lincoln Financial Group Experience June 2011 - Present
Job AVP Product Due Diligence at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2011 - Present
TD Bank February 2006 - April 2011
TD Bank February 2006 - November 2008
Jefferson Pilot Financial 2000 - 2006
Skills
Series 7, Compliance, Risk Management, Wealth Management, Asset Management, Due Diligence, Mutual Funds, Asset Managment, Investment Advisory, Investments, Series 24, AML, Financial Services, Securities, FINRA, Insurance, Trading, Banking, Alternative Investments, Management, Series 63, Leadership
Education
Castleton State College 1979 — 1982
Undergraduate, Criminal Justice / Sociology
Lincoln Financial Group June 2011 - Present
TD Bank February 2006 - April 2011
TD Bank February 2006 - November 2008
Jefferson Pilot Financial 2000 - 2006
Skills
Series 7, Compliance, Risk Management, Wealth Management, Asset Management, Due Diligence, Mutual Funds, Asset Managment, Investment Advisory, Investments, Series 24, AML, Financial Services, Securities, FINRA, Insurance, Trading, Banking, Alternative Investments, Management, Series 63, Leadership
Education
Castleton State College 1979 — 1982
Undergraduate, Criminal Justice / Sociology
Elizabeth A Simpson's Lincoln Financial Group Experience April 2012 - Present
Job Director of Product Compliance and State Filing
Industry Insurance
Experience
Lincoln Financial Group April 2012 - Present
Lamson Dugan & Murray, LLP August 2009 - March 2012
Coventry Health Care July 2006 - July 2009
Mutual of Omaha October 2004 - July 2006
Honorable Nancy A. Vecchiarelli- Northern District of Ohio August 2003 - November 2003
United States Air Force Judge Advocate General May 2003 - August 2003
Skills
Compliance, Legal Research, Civil Litigation, Insurance, Legal Writing, Litigation, Contract Negotiation, Corporate Law, Insurance Law, Team Building
Education
Case Western Reserve University School of Law 2001 — 2004
Juris Doctor
University of Nebraska-Lincoln 1997 — 2001
BA, Political Science, English, Communications
Lincoln Southeast 1995 — 1997
Lincoln Financial Group April 2012 - Present
Lamson Dugan & Murray, LLP August 2009 - March 2012
Coventry Health Care July 2006 - July 2009
Mutual of Omaha October 2004 - July 2006
Honorable Nancy A. Vecchiarelli- Northern District of Ohio August 2003 - November 2003
United States Air Force Judge Advocate General May 2003 - August 2003
Skills
Compliance, Legal Research, Civil Litigation, Insurance, Legal Writing, Litigation, Contract Negotiation, Corporate Law, Insurance Law, Team Building
Education
Case Western Reserve University School of Law 2001 — 2004
Juris Doctor
University of Nebraska-Lincoln 1997 — 2001
BA, Political Science, English, Communications
Lincoln Southeast 1995 — 1997
Monica LaPlante Monica LaPlante's Lincoln Financial Group Experience 2003 - 2005
Job Broker Associatae at Re/Max Professionals
Industry Real Estate
Experience
Re/Max Professionals July 2013 - Present
Re/Max Professionals April 2011 - Present
RE/MAX Southeast, Inc. October 2009 - April 2011
Entercom 2005 - 2005
Lincoln Financial Group 2003 - 2005
FCS 2000 - 2003
Tribune Denver Radio 1998 - 2000
Skills
Real Estate, Single Family Homes, Marketing, Selling, Customer Service, Relocation, Contract Negotiation, Training, Sellers, New Home Sales, Leadership, Public Relations, Short Sales, First Time Home Buyers
Education
California State University-Fullerton
Re/Max Professionals July 2013 - Present
Re/Max Professionals April 2011 - Present
RE/MAX Southeast, Inc. October 2009 - April 2011
Entercom 2005 - 2005
Lincoln Financial Group 2003 - 2005
FCS 2000 - 2003
Tribune Denver Radio 1998 - 2000
Skills
Real Estate, Single Family Homes, Marketing, Selling, Customer Service, Relocation, Contract Negotiation, Training, Sellers, New Home Sales, Leadership, Public Relations, Short Sales, First Time Home Buyers
Education
California State University-Fullerton
Kristina Siclari Kristina Siclari's Lincoln Financial Group Experience May 2011 - August 2011
Job Senior Actuarial Assistant, Actuarial & Analytics Leadership Development Program at Travelers
Industry Insurance
Experience
Travelers July 2015 - Present
Travelers June 2013 - July 2015
Academic Center for Excellence & Writing Center September 2010 - May 2013
Travelers June 2012 - August 2012
Lincoln Financial Group May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, SAS, Program Management, Time Management, Management, Financial Reporting, Insurance, PowerPoint, Analysis, Microsoft Office, Access, Actuarial Science, Finance, Outlook, Financial Analysis, Data Analysis
Education
Bryant University 2009 — 2013
Bachelors, Actuarial Mathematics
Lorenzo de'Medici
Study Abroad
Chicopee Comprehensive High School 2005 — 2009
Travelers July 2015 - Present
Travelers June 2013 - July 2015
Academic Center for Excellence & Writing Center September 2010 - May 2013
Travelers June 2012 - August 2012
Lincoln Financial Group May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, SAS, Program Management, Time Management, Management, Financial Reporting, Insurance, PowerPoint, Analysis, Microsoft Office, Access, Actuarial Science, Finance, Outlook, Financial Analysis, Data Analysis
Education
Bryant University 2009 — 2013
Bachelors, Actuarial Mathematics
Lorenzo de'Medici
Study Abroad
Chicopee Comprehensive High School 2005 — 2009
Jamie DePeau Jamie DePeau's Lincoln Financial Group Experience September 2011 - Present
Job Corporate Chief Marketing Officer at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2011 - Present
TIAA-CREF January 2004 - January 2011
Medco June 1999 - December 2003
MCI June 1997 - June 1999
NYNEX December 1986 - June 1997
Barrister Information Systems Corporation November 1983 - December 1986
Krehbiel Associates, Inc July 1981 - November 1983
Education
Canisius College 1977 — 1981
Lincoln Financial Group September 2011 - Present
TIAA-CREF January 2004 - January 2011
Medco June 1999 - December 2003
MCI June 1997 - June 1999
NYNEX December 1986 - June 1997
Barrister Information Systems Corporation November 1983 - December 1986
Krehbiel Associates, Inc July 1981 - November 1983
Education
Canisius College 1977 — 1981
Jared Gillespie's Lincoln Financial Group Experience October 2012 - March 2014
Job Project Manager at Springfield Restoration & Remodeling
Industry Financial Services
Experience
Springfield Restoration & Remodeling January 2015 - Present
Lincoln Financial Group October 2012 - March 2014
Lincoln Financial Group May 2011 - October 2012
Stifel Nicolaus August 2010 - January 2011
Federal Home Loan Bank of Indianapolis May 2010 - August 2010
Skills
Financial Reporting, PowerPoint, Finance, Financial Services, Mutual Funds, Salesforce.com, Fixed Annuities, Investments, Strategic Financial..., Microsoft Excel, Analysis, Financial Analysis, Internal Audit, Financial Modeling, Valuation, Microsoft Word, Microsoft Office, Data Analysis, Auditing, Outlook, Vantage-One, Financial Accounting, Insurance, Access, Accounting, Marketing, Variable Annuities, Business Analysis, Process Improvement, Risk Management, Leadership
Education
Butler University - College of Business Administration 2006 — 2010
Bachelor of Science, Finance
Springfield Restoration & Remodeling January 2015 - Present
Lincoln Financial Group October 2012 - March 2014
Lincoln Financial Group May 2011 - October 2012
Stifel Nicolaus August 2010 - January 2011
Federal Home Loan Bank of Indianapolis May 2010 - August 2010
Skills
Financial Reporting, PowerPoint, Finance, Financial Services, Mutual Funds, Salesforce.com, Fixed Annuities, Investments, Strategic Financial..., Microsoft Excel, Analysis, Financial Analysis, Internal Audit, Financial Modeling, Valuation, Microsoft Word, Microsoft Office, Data Analysis, Auditing, Outlook, Vantage-One, Financial Accounting, Insurance, Access, Accounting, Marketing, Variable Annuities, Business Analysis, Process Improvement, Risk Management, Leadership
Education
Butler University - College of Business Administration 2006 — 2010
Bachelor of Science, Finance
Tom Webber Tom Webber's Lincoln Financial Group Experience 1991 - 1998
Job Managing Director at Cuna Mutual Group
Industry Investment Management
Experience
Cuna Mutual Group September 1998 - Present
MEMBERS Capital Advisors 1998 - Present
Lincoln Financial Group 1991 - 1998
Skills
Fixed Income, Portfolio Management, Asset Allocation, Investments, Bonds
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1991
MBA, Finance
Yale University 1979 — 1983
BA, History
Cuna Mutual Group September 1998 - Present
MEMBERS Capital Advisors 1998 - Present
Lincoln Financial Group 1991 - 1998
Skills
Fixed Income, Portfolio Management, Asset Allocation, Investments, Bonds
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1991
MBA, Finance
Yale University 1979 — 1983
BA, History
Katie Albers's Lincoln Financial Group Experience June 2014 - Present
Job Enrollment Fulfillment Representative at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group August 2013 - June 2014
Lincoln Financial Group September 2012 - October 2013
Kohl's Department Stores August 2010 - October 2012
Skills
Customer Service, Computer Proficiency, Microsoft Excel, Microsoft Word, Life Insurance, Communication, Shadowing, Outlook, PowerPoint, Time Management, Leadership, Sales, Access, Problem Solving, Finance
Education
Buena Vista University 2012 — 2014
Bachelor of Arts (BA), Organizational Leadership with Business emphasis
Iowa Western Community College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group August 2013 - June 2014
Lincoln Financial Group September 2012 - October 2013
Kohl's Department Stores August 2010 - October 2012
Skills
Customer Service, Computer Proficiency, Microsoft Excel, Microsoft Word, Life Insurance, Communication, Shadowing, Outlook, PowerPoint, Time Management, Leadership, Sales, Access, Problem Solving, Finance
Education
Buena Vista University 2012 — 2014
Bachelor of Arts (BA), Organizational Leadership with Business emphasis
Iowa Western Community College 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General
Sarah Raven Sarah Raven's Lincoln Financial Group Experience August 2012 - October 2014
Job Special Education Instructional Assistant at Wellspring Educational Services Inc.
Industry Primary/Secondary Education
Experience
Wellspring Educational Services Inc. August 2015 - Present
Private Tutor September 2009 - Present
California State University, East Bay Rees Speech, Language and Hearing Clinic March 2015 - June 2015
Lincoln Financial Group August 2012 - October 2014
Education
California State University-East Bay 2011 — 2015
Bachelor’s Degree, Speech-Language Pathology/Pathologist, Graduated Cum Laude
Bishop O'Dowd High School 2007 — 2011
High School
Wellspring Educational Services Inc. August 2015 - Present
Private Tutor September 2009 - Present
California State University, East Bay Rees Speech, Language and Hearing Clinic March 2015 - June 2015
Lincoln Financial Group August 2012 - October 2014
Education
California State University-East Bay 2011 — 2015
Bachelor’s Degree, Speech-Language Pathology/Pathologist, Graduated Cum Laude
Bishop O'Dowd High School 2007 — 2011
High School
Brett Stoughton's Lincoln Financial Group Experience September 2015 - Present
Job Intern at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2015 - Present
Calvin College September 2014 - Present
Northwest Swim Club May 2015 - August 2015
Walmart July 2014 - August 2014
YMCA June 2014 - August 2014
Forest Hills Country Club May 2013 - August 2013
Family Fitness Works June 2013 - July 2013
Centerville-Abington Community Schools August 2012 - May 2013
Skills
Financial Analysis, Personal Finance, Microsoft Office, Time Management, Organization Skills, Lifeguarding, Swimming, Coaching, Fitness Training, CPR Certified, Youth Ministry
Education
Calvin College 2013 — 2017
Bachelor’s Degree, Business Finance
Centerville Senior High School 2009 — 2013
Core 40 w/ Academic Honors, 4.0
Lincoln Financial Group September 2015 - Present
Calvin College September 2014 - Present
Northwest Swim Club May 2015 - August 2015
Walmart July 2014 - August 2014
YMCA June 2014 - August 2014
Forest Hills Country Club May 2013 - August 2013
Family Fitness Works June 2013 - July 2013
Centerville-Abington Community Schools August 2012 - May 2013
Skills
Financial Analysis, Personal Finance, Microsoft Office, Time Management, Organization Skills, Lifeguarding, Swimming, Coaching, Fitness Training, CPR Certified, Youth Ministry
Education
Calvin College 2013 — 2017
Bachelor’s Degree, Business Finance
Centerville Senior High School 2009 — 2013
Core 40 w/ Academic Honors, 4.0
Pamela Shealy Pamela Shealy's Lincoln Financial Group Experience May 2007 - August 2014
Job at
Industry Higher Education
Experience
ITT Technical Institute August 2014 - Present
Lincoln Financial Group May 2007 - August 2014
Greensboro Symphony Orchestra 2001 - 2007
UnitedHealth Group 1997 - 2001
Sear Marketing Center 1993 - 1995
Skills
Customer Service, Close Attention to..., Life Insurance, Conflict Resolution, Office Management, Risk Management, Underwriting, Management, Leadership, Microsoft Excel, Insurance, Microsoft Office, Process Improvement, PowerPoint
Education
Capella University 2012 — 2014
Master's degree, Human Services w/Public Administration concentration
Guilford College 2007 — 2010
Bachelor's degree, Business Management
Guilford College 2007 — 2010
Bachelor's degree, Community Justice
ITT Technical Institute August 2014 - Present
Lincoln Financial Group May 2007 - August 2014
Greensboro Symphony Orchestra 2001 - 2007
UnitedHealth Group 1997 - 2001
Sear Marketing Center 1993 - 1995
Skills
Customer Service, Close Attention to..., Life Insurance, Conflict Resolution, Office Management, Risk Management, Underwriting, Management, Leadership, Microsoft Excel, Insurance, Microsoft Office, Process Improvement, PowerPoint
Education
Capella University 2012 — 2014
Master's degree, Human Services w/Public Administration concentration
Guilford College 2007 — 2010
Bachelor's degree, Business Management
Guilford College 2007 — 2010
Bachelor's degree, Community Justice
Molly Petersen's Lincoln Financial Group Experience June 2012 - August 2012
Job Client Relations Manager at US Hole In One
Industry Marketing and Advertising
Experience
US Hole In One March 2015 - Present
30 Main October 2014 - January 2015
GMH Mortgage Services LLC June 2014 - September 2014
Rosemont School of the Holy Child June 2013 - August 2013
Lincoln Financial Group June 2012 - August 2012
Quadrangle March 2009 - June 2010
Skills
Marketing, Marketing Communications, Social Media Marketing, Social Networking, Event Planning, Social Media, Marketing Strategy, Microsoft Office, Advertising, Communication Skills, Public Relations, Communication, Video, Photoshop, Illustrator, Microsoft Excel, PowerPoint, Jelly, Dinosaurs, Leather Jackets, Jump Rope
Education
Saint Joseph's University 2011 — 2014
Bachelor of Science (BS), Marketing and Communications
Bryant University 2010 — 2011
US Hole In One March 2015 - Present
30 Main October 2014 - January 2015
GMH Mortgage Services LLC June 2014 - September 2014
Rosemont School of the Holy Child June 2013 - August 2013
Lincoln Financial Group June 2012 - August 2012
Quadrangle March 2009 - June 2010
Skills
Marketing, Marketing Communications, Social Media Marketing, Social Networking, Event Planning, Social Media, Marketing Strategy, Microsoft Office, Advertising, Communication Skills, Public Relations, Communication, Video, Photoshop, Illustrator, Microsoft Excel, PowerPoint, Jelly, Dinosaurs, Leather Jackets, Jump Rope
Education
Saint Joseph's University 2011 — 2014
Bachelor of Science (BS), Marketing and Communications
Bryant University 2010 — 2011
Patrick Ohlin's Lincoln Financial Group Experience September 2013 - Present
Job Vice President, Brand Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2013 - Present
TyMetrix, a Wolters Kluwer company December 2011 - April 2013
Ohlin Associates, LLC April 2007 - November 2011
CoreBrand LLC November 2005 - April 2007
Siegel+Gale January 2004 - November 2005
Microsoft Corporation January 2000 - January 2004
JPMorgan Chase 1999 - 2000
MasterCard International 1995 - 1998
Siegel & Gale October 1992 - September 1995
Skills
Brand Architecture, Marketing Strategy, Positioning, Thought Leadership, Brand Management, Customer Insight, Strategy, Start-ups, Product Marketing, Segmentation, Competitive Analysis, Integrated Marketing, Analytics, Product Development, Product Launch, Entrepreneurship, Business Strategy, Cross-functional Team..., Advertising, Digital Strategy, Management, CRM, Marketing, Leadership, Management Consulting, Strategic Partnerships, Strategic Planning, Solution Selling, Creative Direction, Enterprise Software, Multi-channel Marketing, User Experience, Program Management, Mergers & Acquisitions, E-commerce, Consulting, Brand Development, Selling, Lead Generation, Product Management, Executive Management, Go-to-market Strategy, SaaS, B2B Marketing, Market Research, Digital Marketing, Direct Marketing, Business Development, Interactive Marketing, Mobile Marketing
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance & Marketing
Carnegie Mellon University 1988 — 1992
BA, Professional Writing & Spanish
Lincoln Financial Group September 2013 - Present
TyMetrix, a Wolters Kluwer company December 2011 - April 2013
Ohlin Associates, LLC April 2007 - November 2011
CoreBrand LLC November 2005 - April 2007
Siegel+Gale January 2004 - November 2005
Microsoft Corporation January 2000 - January 2004
JPMorgan Chase 1999 - 2000
MasterCard International 1995 - 1998
Siegel & Gale October 1992 - September 1995
Skills
Brand Architecture, Marketing Strategy, Positioning, Thought Leadership, Brand Management, Customer Insight, Strategy, Start-ups, Product Marketing, Segmentation, Competitive Analysis, Integrated Marketing, Analytics, Product Development, Product Launch, Entrepreneurship, Business Strategy, Cross-functional Team..., Advertising, Digital Strategy, Management, CRM, Marketing, Leadership, Management Consulting, Strategic Partnerships, Strategic Planning, Solution Selling, Creative Direction, Enterprise Software, Multi-channel Marketing, User Experience, Program Management, Mergers & Acquisitions, E-commerce, Consulting, Brand Development, Selling, Lead Generation, Product Management, Executive Management, Go-to-market Strategy, SaaS, B2B Marketing, Market Research, Digital Marketing, Direct Marketing, Business Development, Interactive Marketing, Mobile Marketing
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance & Marketing
Carnegie Mellon University 1988 — 1992
BA, Professional Writing & Spanish
Todd Saccani's Lincoln Financial Group Experience September 1997 - May 2000
Job Account Executive at NWN Corporation
Industry Information Technology and Services
Experience
NWN Corporation October 2009 - Present
Liquid Network January 2007 - October 2009
EMC Document Sciences October 2006 - May 2009
Thomson Financial 2000 - 2006
Lincoln Financial Group September 1997 - May 2000
Saccani Distributing Company 1989 - 1997
Skills
Sales Process, Enterprise Software, New Business Development, Solution Selling, Salesforce.com, Sales, Direct Sales, Selling, SaaS, Management, Cloud Computing, Account Management, Sales Management, Finance, Marketing, Professional Services, Strategic Partnerships, CRM, Channel, Product Management, B2B, Channel Partners, Virtualization, Business Development, Data Center, Product Marketing, Software Industry, VoIP, Start-ups, Lead Generation, Business Alliances, Managed Services, Strategy, Storage, Go-to-market Strategy, Partner Management, Security, Business Intelligence, Cold Calling, Sales Operations, Unified Communications, Networking, Vendor Management, Sales Enablement
Education
California State University-Long Beach 1993 — 1997
Business, Finance
NWN Corporation October 2009 - Present
Liquid Network January 2007 - October 2009
EMC Document Sciences October 2006 - May 2009
Thomson Financial 2000 - 2006
Lincoln Financial Group September 1997 - May 2000
Saccani Distributing Company 1989 - 1997
Skills
Sales Process, Enterprise Software, New Business Development, Solution Selling, Salesforce.com, Sales, Direct Sales, Selling, SaaS, Management, Cloud Computing, Account Management, Sales Management, Finance, Marketing, Professional Services, Strategic Partnerships, CRM, Channel, Product Management, B2B, Channel Partners, Virtualization, Business Development, Data Center, Product Marketing, Software Industry, VoIP, Start-ups, Lead Generation, Business Alliances, Managed Services, Strategy, Storage, Go-to-market Strategy, Partner Management, Security, Business Intelligence, Cold Calling, Sales Operations, Unified Communications, Networking, Vendor Management, Sales Enablement
Education
California State University-Long Beach 1993 — 1997
Business, Finance
Diallo Bennett's Lincoln Financial Group Experience 2010 - 2012
Job Solutions Architect
Industry Computer Software
Experience
Time Warner Cable 2012 - 2013
Lincoln Financial Group 2010 - 2012
Celenia Software November 2007 - November 2009
ERP Consultant 2007 - 2008
Optimus Solutions 2005 - 2007
Mohawk Industries, Inc. 2001 - 2004
Bond Technologies 1999 - 2001
Skills
ERP, Software Project..., Business Intelligence, Business Analysis, Software Development, Project Management, SDLC, Web Services, Requirements Analysis, Visio, Program Management, Integration, Agile Methodologies, Requirements Gathering, Microsoft Dynamics, SQL, Cloud Computing, Scrum, Process Improvement
Education
Carnegie Mellon University 1994 — 1998
Time Warner Cable 2012 - 2013
Lincoln Financial Group 2010 - 2012
Celenia Software November 2007 - November 2009
ERP Consultant 2007 - 2008
Optimus Solutions 2005 - 2007
Mohawk Industries, Inc. 2001 - 2004
Bond Technologies 1999 - 2001
Skills
ERP, Software Project..., Business Intelligence, Business Analysis, Software Development, Project Management, SDLC, Web Services, Requirements Analysis, Visio, Program Management, Integration, Agile Methodologies, Requirements Gathering, Microsoft Dynamics, SQL, Cloud Computing, Scrum, Process Improvement
Education
Carnegie Mellon University 1994 — 1998
Deepak Sankaran's Lincoln Financial Group Experience August 2010 - April 2012
Job Vice President Technological Solutions at URC Construction (P) Ltd
Industry Information Technology and Services
Experience
ThreeSigns Consultants (India) September 2014 - Present
URC Construction (P) Ltd September 2014 - Present
New Earth Nation January 2014 - Present
Penn Mutual January 2013 - July 2013
Albridge, an Affiliate of Pershing May 2012 - December 2012
Lincoln Financial Group August 2010 - April 2012
VWR International February 2010 - July 2010
UBS Investment Bank December 2008 - December 2009
Exelon 2008 - 2008
Albridge Solutions June 2006 - June 2007
Skills
Integration, SDLC, Management, Purchasing, Enterprise Software, Data Warehousing, Software Development, Software Project..., ERP Oracle, Business Process..., Business Process..., Business Process..., Data Analysis, Data Mining, Data Modeling, Cloud Storage, Campaign Management, Campaign Strategies, ETL, Business Requirements, Business Analysis, Requirements Gathering, Requirements Analysis
Education
California State University-Fresno 2003 — 2006
Master of Science (M.S.), Industrial Technology/Technician
Madras University 1999 — 2003
Bachelor of Technology (B.Tech.), Information Technology
ThreeSigns Consultants (India) September 2014 - Present
URC Construction (P) Ltd September 2014 - Present
New Earth Nation January 2014 - Present
Penn Mutual January 2013 - July 2013
Albridge, an Affiliate of Pershing May 2012 - December 2012
Lincoln Financial Group August 2010 - April 2012
VWR International February 2010 - July 2010
UBS Investment Bank December 2008 - December 2009
Exelon 2008 - 2008
Albridge Solutions June 2006 - June 2007
Skills
Integration, SDLC, Management, Purchasing, Enterprise Software, Data Warehousing, Software Development, Software Project..., ERP Oracle, Business Process..., Business Process..., Business Process..., Data Analysis, Data Mining, Data Modeling, Cloud Storage, Campaign Management, Campaign Strategies, ETL, Business Requirements, Business Analysis, Requirements Gathering, Requirements Analysis
Education
California State University-Fresno 2003 — 2006
Master of Science (M.S.), Industrial Technology/Technician
Madras University 1999 — 2003
Bachelor of Technology (B.Tech.), Information Technology
Lynne Reisinger's Lincoln Financial Group Experience April 2007 - March 2009
Job Principal at LRD Insurance Solutions, LLC
Industry Insurance
Experience
LRD Insurance Solutions, LLC March 2009 - Present
Lincoln Financial Group April 2007 - March 2009
Automotive Aftermarket Insurance Services 2005 - 2006
Fortis Benefits September 1995 - January 2003
Education
California State University-Chico 1978 — 1982
LRD Insurance Solutions, LLC March 2009 - Present
Lincoln Financial Group April 2007 - March 2009
Automotive Aftermarket Insurance Services 2005 - 2006
Fortis Benefits September 1995 - January 2003
Education
California State University-Chico 1978 — 1982
Jennifer Sheriff's Lincoln Financial Group Experience December 2013 - Present
Job AVP, Procurement Technology & Operations
Industry Financial Services
Experience
Lincoln Financial Group December 2013 - Present
GlaxoSmithKline July 2012 - December 2013
GlaxoSmithKline Pharmaceuticals July 2008 - July 2012
GlaxoSmithKline October 1994 - July 2008
Skills
Strategic Sourcing, Supply Management, Procurement, Global Sourcing, Supply Chain Management, Cross-functional Team..., Supply Chain, Spend Analysis, Vendor Management, Pharmaceutical Industry, Six Sigma, Process Improvement, Outsourcing, Change Management, eSourcing, Sourcing, Contract Negotiation, Purchasing, Operational Excellence, Contract Management, Leadership, Forecasting, Product Development, Manufacturing, Strategy, Project Management, Operations Management, Pricing, Management, Lean Manufacturing, Negotiation, E-procurement, Continuous Improvement, Business Process..., Business Strategy, Enjoy Working with..., People Development, Program Management, SAP, Team Leadership, Supplier Development, Logistics, Supplier Negotiation, ERP, Materials Management
Education
Drexel University 1992 — 1995
Bachelor of Business Administration (BBA), Marketing
Bucks County Community College 1989 — 1992
Associate's degree, Business Administration and Management, General
Lincoln Financial Group December 2013 - Present
GlaxoSmithKline July 2012 - December 2013
GlaxoSmithKline Pharmaceuticals July 2008 - July 2012
GlaxoSmithKline October 1994 - July 2008
Skills
Strategic Sourcing, Supply Management, Procurement, Global Sourcing, Supply Chain Management, Cross-functional Team..., Supply Chain, Spend Analysis, Vendor Management, Pharmaceutical Industry, Six Sigma, Process Improvement, Outsourcing, Change Management, eSourcing, Sourcing, Contract Negotiation, Purchasing, Operational Excellence, Contract Management, Leadership, Forecasting, Product Development, Manufacturing, Strategy, Project Management, Operations Management, Pricing, Management, Lean Manufacturing, Negotiation, E-procurement, Continuous Improvement, Business Process..., Business Strategy, Enjoy Working with..., People Development, Program Management, SAP, Team Leadership, Supplier Development, Logistics, Supplier Negotiation, ERP, Materials Management
Education
Drexel University 1992 — 1995
Bachelor of Business Administration (BBA), Marketing
Bucks County Community College 1989 — 1992
Associate's degree, Business Administration and Management, General
Joseph Celes's Lincoln Financial Group Experience October 2005 - June 2008
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2008 - Present
Lincoln Financial Group October 2005 - June 2008
Skills
Wealth Management, Retirement Planning, Series 7, Finance, Investment Advisory, Strategic Financial..., Retirement, Asset Allocation, Estate Planning, Portfolio Management, Asset Management, Investment Strategies, Financial Analysis
Education
California Lutheran University 2012 — 2015
Master of Business Administration (MBA), Financial Planning
California State University-Hayward 2003 — 2007
Bachelor of Science (B.S.), Finance
University of Utah 2002 — 2003
Civil Engineering
Arroyo High School
UBS August 2008 - Present
Lincoln Financial Group October 2005 - June 2008
Skills
Wealth Management, Retirement Planning, Series 7, Finance, Investment Advisory, Strategic Financial..., Retirement, Asset Allocation, Estate Planning, Portfolio Management, Asset Management, Investment Strategies, Financial Analysis
Education
California Lutheran University 2012 — 2015
Master of Business Administration (MBA), Financial Planning
California State University-Hayward 2003 — 2007
Bachelor of Science (B.S.), Finance
University of Utah 2002 — 2003
Civil Engineering
Arroyo High School
Cori MacCallum's Lincoln Financial Group Experience May 2001 - April 2003
Job 2VP, Marketing at Travelers
Industry Insurance
Experience
Guardian Life Insurance February 2009 - September 2011
The Hartford July 2005 - November 2008
MassMutual April 2003 - July 2005
Lincoln Financial Group May 2001 - April 2003
Lincoln Financial Group January 1998 - May 2001
CIGNA Financial Advisors 1995 - 1998
CIGNA May 1995 - December 1997
Education
Bryant University 1991 — 1995
Guardian Life Insurance February 2009 - September 2011
The Hartford July 2005 - November 2008
MassMutual April 2003 - July 2005
Lincoln Financial Group May 2001 - April 2003
Lincoln Financial Group January 1998 - May 2001
CIGNA Financial Advisors 1995 - 1998
CIGNA May 1995 - December 1997
Education
Bryant University 1991 — 1995
Rebecca Rice's Lincoln Financial Group Experience March 2010 - March 2011
Job Human Resources Specialist at Southern Insurance Underwriters
Industry Human Resources
Experience
Southern Insurance Underwriters, Inc. August 2015 - Present
Activate Staffing, LLC June 2013 - August 2015
Lincoln Financial Group March 2010 - March 2011
Insurance Overload Staffing February 2008 - February 2009
Insurance Overload Staffing September 2003 - July 2006
FA Richard & Associates 2002 - 2003
Chubb 1997 - 2002
Liberty Mutual 1993 - 1997
Skills
Workers Compensation, Insurance, Employee Benefits, Commercial Insurance, Recruiting, Customer Service, Underwriting, Property & Casualty..., Human Resources, Staffing Services, Temporary Staffing, Employee Relations, Talent Acquisition, Temporary Placement, Permanent Placement, Claim, Health Insurance, Risk Management, Interviews, Casualty, Training, Applicant Tracking..., Contract Recruitment, Casualty Insurance
Education
California State University-Fullerton 1997 — 1999
BA, Communications/Public Relations
Southern Insurance Underwriters, Inc. August 2015 - Present
Activate Staffing, LLC June 2013 - August 2015
Lincoln Financial Group March 2010 - March 2011
Insurance Overload Staffing February 2008 - February 2009
Insurance Overload Staffing September 2003 - July 2006
FA Richard & Associates 2002 - 2003
Chubb 1997 - 2002
Liberty Mutual 1993 - 1997
Skills
Workers Compensation, Insurance, Employee Benefits, Commercial Insurance, Recruiting, Customer Service, Underwriting, Property & Casualty..., Human Resources, Staffing Services, Temporary Staffing, Employee Relations, Talent Acquisition, Temporary Placement, Permanent Placement, Claim, Health Insurance, Risk Management, Interviews, Casualty, Training, Applicant Tracking..., Contract Recruitment, Casualty Insurance
Education
California State University-Fullerton 1997 — 1999
BA, Communications/Public Relations
Steven T. Weld's Lincoln Financial Group Experience January 1997 - December 1998
Job CLU, ChFC, MBA
Industry Insurance
Experience
Millennium Brokerage Group, LLC January 1998 - Present
Lincoln Financial Group January 1997 - December 1998
Traveler, Aetna, & Lincoln January 1977 - December 1998
Skills
Marketing Strategy, Strategic Planning, Marketing Communications, New Business Development, Sales Management, Executive Management, Team Building, Public Speaking, Investments, Event Planning, Social Networking, Team Leadership, Project Planning, Universal Life, Risk Management, Term Life Insurance, Fixed Annuities
Education
California Lutheran University 1972 — 1979
BS/MBA, Business & Psychology
Kailua High School, Kailua Hawaii 1969 — 1972
Millennium Brokerage Group, LLC January 1998 - Present
Lincoln Financial Group January 1997 - December 1998
Traveler, Aetna, & Lincoln January 1977 - December 1998
Skills
Marketing Strategy, Strategic Planning, Marketing Communications, New Business Development, Sales Management, Executive Management, Team Building, Public Speaking, Investments, Event Planning, Social Networking, Team Leadership, Project Planning, Universal Life, Risk Management, Term Life Insurance, Fixed Annuities
Education
California Lutheran University 1972 — 1979
BS/MBA, Business & Psychology
Kailua High School, Kailua Hawaii 1969 — 1972
Rhoderick Ureta's Lincoln Financial Group Experience June 2012 - Present
Job Marketing Rep Sales at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group June 2012 - Present
Unum March 2006 - June 2012
Wells Fargo September 2001 - March 2005
Wells Fargo January 1998 - August 2001
Skills
Disability Insurance, Employee Benefits, Life Insurance, Long-term Care, Salesforce.com, Marketing, Insurance, Term Life Insurance, Account Management, Coaching, Commercial Insurance, Health Insurance, Health Savings Accounts, Microsoft Excel, New Business Development, Risk Management, Sales, Strategic Planning, Underwriting, Workers Compensation
Education
California State University-Fullerton
Bachelors
Lincoln Financial Group June 2012 - Present
Unum March 2006 - June 2012
Wells Fargo September 2001 - March 2005
Wells Fargo January 1998 - August 2001
Skills
Disability Insurance, Employee Benefits, Life Insurance, Long-term Care, Salesforce.com, Marketing, Insurance, Term Life Insurance, Account Management, Coaching, Commercial Insurance, Health Insurance, Health Savings Accounts, Microsoft Excel, New Business Development, Risk Management, Sales, Strategic Planning, Underwriting, Workers Compensation
Education
California State University-Fullerton
Bachelors
Lisa Matson's Lincoln Financial Group Experience 2012 - 2014
Job General Counsel at PENN Capital Management
Industry Legal Services
Experience
Penn Capital Management 2014 - Present
Lincoln Financial Group 2012 - 2014
Vanguard 2002 - 2012
Stradley Ronon 1997 - 2002
Skills
Hedge Funds, Investment Company Act, Investment Advisers Act, UCITS, 529 Plans, Mutual Funds, Securities Regulation, Corporate Law, Investment Management, Securities, Investments, Asset Managment, Asset Management, Corporate Governance, FINRA, Legal Writing, Alternative Investments
Education
University of Pennsylvania 1994 — 1997
JD, Law
Carleton College 1988 — 1992
BA, Art history
Penn Capital Management 2014 - Present
Lincoln Financial Group 2012 - 2014
Vanguard 2002 - 2012
Stradley Ronon 1997 - 2002
Skills
Hedge Funds, Investment Company Act, Investment Advisers Act, UCITS, 529 Plans, Mutual Funds, Securities Regulation, Corporate Law, Investment Management, Securities, Investments, Asset Managment, Asset Management, Corporate Governance, FINRA, Legal Writing, Alternative Investments
Education
University of Pennsylvania 1994 — 1997
JD, Law
Carleton College 1988 — 1992
BA, Art history
Brett Amick's Lincoln Financial Group Experience June 2009 - September 2009
Job Project Manager (contractor) for International Decal Management Corp.
Industry Transportation/Trucking/Railroad
Experience
International Decal Management April 2011 - Present
Lincoln Financial Group June 2009 - September 2009
Kirkland & Ellis LLP June 2007 - January 2008
Skills
Asset Transition..., Relationship Development, Logistics, Financial Modeling, Microsoft Excel, Microsoft Office, Economics, PowerPoint, Financial Analysis, Data Analysis
Education
Carleton College 2006 — 2009
B.A., Economics
University of Cambridge 2008 — 2008
Economics
International Decal Management April 2011 - Present
Lincoln Financial Group June 2009 - September 2009
Kirkland & Ellis LLP June 2007 - January 2008
Skills
Asset Transition..., Relationship Development, Logistics, Financial Modeling, Microsoft Excel, Microsoft Office, Economics, PowerPoint, Financial Analysis, Data Analysis
Education
Carleton College 2006 — 2009
B.A., Economics
University of Cambridge 2008 — 2008
Economics
William Siegfried's Lincoln Financial Group Experience January 2004 - January 2004
Job PC LAN Technician at Connect America
Industry Information Technology and Services
Experience
Connect America November 2013 - Present
SodaStream USA June 2011 - February 2012
Innolink September 2010 - January 2011
Sodastream USA June 2010 - September 2010
Superior Mortgage March 2009 - May 2009
SunGard January 2007 - December 2008
Infrasource April 2004 - October 2007
Lincoln Financial Group January 2004 - January 2004
Deloitte Consulting October 2001 - June 2003
Deloitte & Touche December 1997 - October 2001
Skills
Windows OS's, LAN Technologies, Mobile Devices, VOIP, pbx, Windows, XP, VoIP, Active Directory, Troubleshooting, Operating Systems, Technical Support, Servers, Networking, Windows 7, Security, Microsoft Exchange, Help Desk Support, Citrix
Education
Camden County College 2012 — 2012
PTCB PREP, Pharmacy Technician/Assistant
Community College of Philadelphia 1993 — 1993
South philadelphia high school 1989 — 1992
diploma
Connect America November 2013 - Present
SodaStream USA June 2011 - February 2012
Innolink September 2010 - January 2011
Sodastream USA June 2010 - September 2010
Superior Mortgage March 2009 - May 2009
SunGard January 2007 - December 2008
Infrasource April 2004 - October 2007
Lincoln Financial Group January 2004 - January 2004
Deloitte Consulting October 2001 - June 2003
Deloitte & Touche December 1997 - October 2001
Skills
Windows OS's, LAN Technologies, Mobile Devices, VOIP, pbx, Windows, XP, VoIP, Active Directory, Troubleshooting, Operating Systems, Technical Support, Servers, Networking, Windows 7, Security, Microsoft Exchange, Help Desk Support, Citrix
Education
Camden County College 2012 — 2012
PTCB PREP, Pharmacy Technician/Assistant
Community College of Philadelphia 1993 — 1993
South philadelphia high school 1989 — 1992
diploma
Matthew Staples's Lincoln Financial Group Experience August 2010 - April 2012
Job Licensed Banker at Citizens Bank
Industry Financial Services
Experience
Citizens Bank January 2015 - Present
Best Buy August 2009 - Present
Lincoln Financial Securities & Lincoln Financial Advisors May 2012 - June 2014
Lincoln Financial Group August 2010 - April 2012
Prenax Inc/Basch Subscriptions August 2009 - July 2010
American Income Life Insurance Company June 2008 - January 2009
Skills
Series 7, Series 66, Compliance, Securities, Securities Regulation, Investment Advisor..., Insurance, Sales, FINRA, Microsoft Office, Sunguard, Customer Service, Database Administration, Data Entry, Data Analysis, PowerPoint
Education
Southern New Hampshire University 2011 — 2015
Master of Business Administration (M.B.A.), Finance, General
Bryant University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Citizens Bank January 2015 - Present
Best Buy August 2009 - Present
Lincoln Financial Securities & Lincoln Financial Advisors May 2012 - June 2014
Lincoln Financial Group August 2010 - April 2012
Prenax Inc/Basch Subscriptions August 2009 - July 2010
American Income Life Insurance Company June 2008 - January 2009
Skills
Series 7, Series 66, Compliance, Securities, Securities Regulation, Investment Advisor..., Insurance, Sales, FINRA, Microsoft Office, Sunguard, Customer Service, Database Administration, Data Entry, Data Analysis, PowerPoint
Education
Southern New Hampshire University 2011 — 2015
Master of Business Administration (M.B.A.), Finance, General
Bryant University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Gerry Hallahan's Lincoln Financial Group Experience September 1999 - Present
Job Sr App Developer at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group September 1999 - Present
Skills
DB2, Databases, Business Analysis, SQL, Unix, Data Warehousing, Software Development, Microsoft SQL Server, ETL, Integration, Business Intelligence
Education
Southern New Hampshire University 1984 — 1989
Master, Business
Case Western Reserve University 1977 — 1981
bs, Management
Weatherhead School of Management at Case Western Reserve University 1977 — 1981
bs, Management
Lincoln Financial Group September 1999 - Present
Skills
DB2, Databases, Business Analysis, SQL, Unix, Data Warehousing, Software Development, Microsoft SQL Server, ETL, Integration, Business Intelligence
Education
Southern New Hampshire University 1984 — 1989
Master, Business
Case Western Reserve University 1977 — 1981
bs, Management
Weatherhead School of Management at Case Western Reserve University 1977 — 1981
bs, Management
Glenda Wilkerson's Lincoln Financial Group Experience 2006 - 2015
Job Planner Assistant
Industry Financial Services
Experience
Finance August 2006 - Present
Lincoln Financial Group 2006 - 2015
Lincoln Financial Group 2006 - 2015
Morgan Stanley February 2003 - August 2006
Skills
RP, Licensed Life Insurance...
Education
California State University-Fullerton 2002 — 2004
BA, Business Admin
Finance August 2006 - Present
Lincoln Financial Group 2006 - 2015
Lincoln Financial Group 2006 - 2015
Morgan Stanley February 2003 - August 2006
Skills
RP, Licensed Life Insurance...
Education
California State University-Fullerton 2002 — 2004
BA, Business Admin
Gregg Gilbert's Lincoln Financial Group Experience October 2000 - March 2010
Job Sr Software Developer at SunGard Financial Systems
Industry Information Technology and Services
Experience
SunGard Financial Systems April 2010 - Present
Lincoln Financial Group October 2000 - March 2010
Skills
Agile Methodologies, IT Strategy, SDLC, SQL, Project Management, Business Analysis
Education
Bryant University 1987 — 1991
Bachelor, Management Information Systems
SunGard Financial Systems April 2010 - Present
Lincoln Financial Group October 2000 - March 2010
Skills
Agile Methodologies, IT Strategy, SDLC, SQL, Project Management, Business Analysis
Education
Bryant University 1987 — 1991
Bachelor, Management Information Systems
David Bolz's Lincoln Financial Group Experience January 2007 - January 2009
Job Director at BlackRock
Industry Human Resources
Experience
BlackRock June 2010 - Present
Eastern University 2007 - 2011
ParenteBeard February 2009 - November 2009
Lincoln Financial Group January 2007 - January 2009
Morgan Stanley Investment Management October 1999 - September 2006
Exelon November 1993 - October 1999
Village of Park Forest 1989 - 1993
Skills
Employee Relations, Organizational..., Talent Acquisition, Change Management, Management Development, Talent Management, Performance Management, Human Resources, Succession Planning, Employee Engagement, Leadership Development, Recruiting, Leadership, Executive Coaching, Process Improvement, Personnel Management, Management, Employee Training, Organizational Design, Internal Communications, Training, Workforce Planning, HR Consulting, Strategy, Coaching, Career Development
Education
Indiana University Bloomington 1983 — 1985
MPA, Public Finance
Canisius College 1979 — 1983
BA, Political Science
Eastern University
BlackRock June 2010 - Present
Eastern University 2007 - 2011
ParenteBeard February 2009 - November 2009
Lincoln Financial Group January 2007 - January 2009
Morgan Stanley Investment Management October 1999 - September 2006
Exelon November 1993 - October 1999
Village of Park Forest 1989 - 1993
Skills
Employee Relations, Organizational..., Talent Acquisition, Change Management, Management Development, Talent Management, Performance Management, Human Resources, Succession Planning, Employee Engagement, Leadership Development, Recruiting, Leadership, Executive Coaching, Process Improvement, Personnel Management, Management, Employee Training, Organizational Design, Internal Communications, Training, Workforce Planning, HR Consulting, Strategy, Coaching, Career Development
Education
Indiana University Bloomington 1983 — 1985
MPA, Public Finance
Canisius College 1979 — 1983
BA, Political Science
Eastern University
Judy Soper's Lincoln Financial Group Experience January 2006 - June 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Lincoln Financial Group January 2006 - June 2009
IBM February 1998 - June 2005
Education
California University of Pennsylvania
BS, Secondary Education, Chemistry
Lincoln Financial Group January 2006 - June 2009
IBM February 1998 - June 2005
Education
California University of Pennsylvania
BS, Secondary Education, Chemistry
Paul Linney's Lincoln Financial Group Experience August 2010 - Present
Job Consultant at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2010 - Present
The Standard November 2007 - July 2010
Unum June 2000 - October 2007
Education
California State University-Chico 1987 — 1992
Business Administration, Marketing
Lincoln Financial Group August 2010 - Present
The Standard November 2007 - July 2010
Unum June 2000 - October 2007
Education
California State University-Chico 1987 — 1992
Business Administration, Marketing
Daniel DiMugno's Lincoln Financial Group Experience June 2009 - August 2009
Job Actuarial LDP at Travelers
Industry Higher Education
Experience
Travelers June 2011 - Present
Travelers 2010 - 2013
Bryant University January 2008 - July 2011
Travelers Insurance June 2010 - August 2010
Lincoln Financial Group June 2009 - August 2009
TicketNetwork June 2008 - December 2008
P+C Grocery May 2007 - August 2007
Education
Bryant University 2007 — 2011
BS, Actuarial Mathematics
Travelers June 2011 - Present
Travelers 2010 - 2013
Bryant University January 2008 - July 2011
Travelers Insurance June 2010 - August 2010
Lincoln Financial Group June 2009 - August 2009
TicketNetwork June 2008 - December 2008
P+C Grocery May 2007 - August 2007
Education
Bryant University 2007 — 2011
BS, Actuarial Mathematics
Darleen Byrd's Lincoln Financial Group Experience July 2011 - September 2012
Job Sr. Quality Assurance Software Testing Analyst Currently in Job Transition
Industry Information Technology and Services
Experience
Darleen B. Byrd October 2012 - Present
Lincoln Financial Group July 2011 - September 2012
TEKSYSTEMS, INC. January 2010 - June 2011
APEX Systems, Inc May 2008 - March 2009
Wachovia, A Wells Fargo Company October 1995 - December 2007
Skills
Project Management, SDLC, Business Analysis, Quality Center, Vendor Management, Requirements Gathering, JCL, TSO, Business Requirements, SharePoint, Requirements Analysis, Mainframe, Fileaid, Clarity, Visio, User Acceptance Testing, COBOL, Process Improvement, Management, Quality Assurance, Software Documentation, Testing
Education
Capella University 2004 — 2008
BS, Information Systems/Project Management
Mercer County Community College
AAS, Microcomputers and Information Systems
Darleen B. Byrd October 2012 - Present
Lincoln Financial Group July 2011 - September 2012
TEKSYSTEMS, INC. January 2010 - June 2011
APEX Systems, Inc May 2008 - March 2009
Wachovia, A Wells Fargo Company October 1995 - December 2007
Skills
Project Management, SDLC, Business Analysis, Quality Center, Vendor Management, Requirements Gathering, JCL, TSO, Business Requirements, SharePoint, Requirements Analysis, Mainframe, Fileaid, Clarity, Visio, User Acceptance Testing, COBOL, Process Improvement, Management, Quality Assurance, Software Documentation, Testing
Education
Capella University 2004 — 2008
BS, Information Systems/Project Management
Mercer County Community College
AAS, Microcomputers and Information Systems
David Attarian's Lincoln Financial Group Experience 2009 - July 2014
Job Specialty Sales Representative Anthem, Inc.
Industry Insurance
Experience
Anthem, Inc. July 2014 - Present
Lincoln Financial Group 2009 - July 2014
Mutual of Omaha 1992 - 2009
Education
California State University-Northridge 1997 — 2000
Master of Business Administration (M.B.A.)
California State University-Northridge 1987 — 1992
Bachelor's Degree, Accounting and Finance
Anthem, Inc. July 2014 - Present
Lincoln Financial Group 2009 - July 2014
Mutual of Omaha 1992 - 2009
Education
California State University-Northridge 1997 — 2000
Master of Business Administration (M.B.A.)
California State University-Northridge 1987 — 1992
Bachelor's Degree, Accounting and Finance
Emily Richard's Lincoln Financial Group Experience May 2012 - Present
Job Experienced Corporate Individual
Industry Logistics and Supply Chain
Experience
Lincoln Financial Group May 2012 - Present
H&R Block September 2011 - April 2012
H&R Block November 2010 - April 2011
Seagate Technology 2006-2010 October 2006 - February 2010
HDOS Enterprises 2004-2006 April 2004 - October 2006
Margaritaville2004-2005 January 2004 - January 2005
Hall Kinion2003-2004 July 2003 - January 2004
Skills
Cross-functional Team..., Account Management, Product Management, Sales, Salesforce.com, Computer Hardware, SSD, Hard Drives, Project Management, Oracle, Excel Pivot, Microsoft Excel, Customer Satisfaction, Insurance, Tax, Microsoft Applications, Computer-savvy, Order Fulfillment, Order Management, Order Processing, Logistics, Program Management, Business Objects, Lotus Notes, Management, Customer Service, Training, Analysis, CRM, Process Improvement
Education
University of Phoenix 2013 — 2015
Business Management, Business Administration and Management, General
Central Texas College 2010 — 2012
None, Business Administration, Management and Operations
DeVry University 2009 — 2012
Associate, Electronics & Computer Technology
Cabrillo College 2003 — 2006
General Education
Harbor High School 1999 — 2003
High School Diploma
Lincoln Financial Group May 2012 - Present
H&R Block September 2011 - April 2012
H&R Block November 2010 - April 2011
Seagate Technology 2006-2010 October 2006 - February 2010
HDOS Enterprises 2004-2006 April 2004 - October 2006
Margaritaville2004-2005 January 2004 - January 2005
Hall Kinion2003-2004 July 2003 - January 2004
Skills
Cross-functional Team..., Account Management, Product Management, Sales, Salesforce.com, Computer Hardware, SSD, Hard Drives, Project Management, Oracle, Excel Pivot, Microsoft Excel, Customer Satisfaction, Insurance, Tax, Microsoft Applications, Computer-savvy, Order Fulfillment, Order Management, Order Processing, Logistics, Program Management, Business Objects, Lotus Notes, Management, Customer Service, Training, Analysis, CRM, Process Improvement
Education
University of Phoenix 2013 — 2015
Business Management, Business Administration and Management, General
Central Texas College 2010 — 2012
None, Business Administration, Management and Operations
DeVry University 2009 — 2012
Associate, Electronics & Computer Technology
Cabrillo College 2003 — 2006
General Education
Harbor High School 1999 — 2003
High School Diploma
Jilbert Kashany's Lincoln Financial Group Experience May 2008 - December 2014
Job Senior Sales Manager at United Concordia Dental
Industry Financial Services
Experience
United Concordia Dental December 2014 - Present
Lincoln Financial Group May 2008 - December 2014
Mutual of Omaha 2003 - 2008
Canada Life March 2000 - March 2003
Skills
Insurance, Sales, Employee Benefits, Disability Insurance, Health Insurance, Life Insurance, Term Life Insurance, Underwriting, Dental Insurance, Long-term Care, Fixed Annuities, Benefits Administration, Marketing
Education
California State University-Northridge 1993 — 1996
B.S. Degree, Business Management
United Concordia Dental December 2014 - Present
Lincoln Financial Group May 2008 - December 2014
Mutual of Omaha 2003 - 2008
Canada Life March 2000 - March 2003
Skills
Insurance, Sales, Employee Benefits, Disability Insurance, Health Insurance, Life Insurance, Term Life Insurance, Underwriting, Dental Insurance, Long-term Care, Fixed Annuities, Benefits Administration, Marketing
Education
California State University-Northridge 1993 — 1996
B.S. Degree, Business Management
Mitch Golden's Lincoln Financial Group Experience 1998 - 2000
Job Sr. VP at Triple Alpha LLC
Industry Financial Services
Experience
Triple Alpha LLC August 2012 - Present
TDIC 2005 - 2008
Performance Research and Design 2001 - 2004
Lincoln Financial Group 1998 - 2000
Golden Health Insurance Services 1982 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Healthcare, Marketing, Negotiation, Insurance, Data Analysis, Finance, Leadership, Sales, Risk Management
Education
UCLA 1978 — 1980
Geology
CSUN 1975 — 1978
Geophysics and Seismology
Triple Alpha LLC August 2012 - Present
TDIC 2005 - 2008
Performance Research and Design 2001 - 2004
Lincoln Financial Group 1998 - 2000
Golden Health Insurance Services 1982 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Healthcare, Marketing, Negotiation, Insurance, Data Analysis, Finance, Leadership, Sales, Risk Management
Education
UCLA 1978 — 1980
Geology
CSUN 1975 — 1978
Geophysics and Seismology
Pam Goodling's Lincoln Financial Group Experience May 1998 - Present
Job Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 1998 - Present
Skills
Insurance, Customer Relations, Customer Service
Education
California Lutheran University
Bachelor of Arts, Business
Lincoln Financial Group May 1998 - Present
Skills
Insurance, Customer Relations, Customer Service
Education
California Lutheran University
Bachelor of Arts, Business
James A. Bolden's Lincoln Financial Group Experience May 1990 - Present
Job Partner, Sr Financial Advisor at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 1990 - Present
Skills
Financial Analysis, Investments, Mutual Funds, Retirement, Retirement Planning, Wealth Management, Series 7
Education
Campbell University
Business, Economics
Lincoln Financial Group May 1990 - Present
Skills
Financial Analysis, Investments, Mutual Funds, Retirement, Retirement Planning, Wealth Management, Series 7
Education
Campbell University
Business, Economics
Kristin (Lemmon) Hall's Lincoln Financial Group Experience June 1999 - October 1999
Job Consulting/Strategic Decisions
Industry Market Research
Experience
K.H. Consulting August 2006 - Present
American Funds April 2000 - February 2007
Lincoln Financial Group June 1999 - October 1999
Pacific Income Advisers July 1996 - February 1999
Bank One September 1995 - May 1996
Skills
Competitive Intelligence, Segmentation, Investments, Marketing Research, Equities, Focus Groups, Analytics, Business Insights, Competitive Analysis, Customer Insight, Market Analysis, Market Research, Primary Research, Quantitative Analytics, Quantitative Research, Leadership, Management, Marketing, Marketing Strategy, Strategy
Education
Thunderbird School of Global Management 1994 — 1996
Master of International Management
California Lutheran University 1990 — 1993
Bachelor of Arts (B.A.), Political Science and Government
K.H. Consulting August 2006 - Present
American Funds April 2000 - February 2007
Lincoln Financial Group June 1999 - October 1999
Pacific Income Advisers July 1996 - February 1999
Bank One September 1995 - May 1996
Skills
Competitive Intelligence, Segmentation, Investments, Marketing Research, Equities, Focus Groups, Analytics, Business Insights, Competitive Analysis, Customer Insight, Market Analysis, Market Research, Primary Research, Quantitative Analytics, Quantitative Research, Leadership, Management, Marketing, Marketing Strategy, Strategy
Education
Thunderbird School of Global Management 1994 — 1996
Master of International Management
California Lutheran University 1990 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Mary Frances Villagomez's Lincoln Financial Group Experience April 2015 - Present
Job Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group April 2015 - Present
Lincoln Financial Group April 2013 - Present
Lincoln Financial Group January 2012 - April 2013
Several Insurance Carriers February 2000 - January 2012
Villa Trading Company August 2006 - July 2009
Health Insurance Counseling and Advocacy Program June 1994 - September 1997
Skills
Fluent in Spanish, Excellent People Skills, High Work Ethic, Ethics, Disability Insurance, Recruiting, Health Insurance, Employee Benefits, Training, Whole Life, Insurance, Critical Illness, People Skills, Medicare, Accident, Term Life Insurance, Long Term Care Insurance, Long-term Care, Public Speaking, Small Business, Marketing, Life Insurance, Customer Service, Accident Insurance, Workers Compensation, Universal Life, Health Savings Accounts, Benefits Administration, COBRA, Voluntary Employee..., Flexible Spending..., Group Insurance, Dentistry, Brokers, Open Enrollment, 401k, Retirement, Fixed Annuities
Education
Specialized Courses for Interpreting & Translating Spanish 1982 — 1984
Certificate of Completion
Cal State Fullerton 1979 — 1981
Lincoln Financial Group April 2015 - Present
Lincoln Financial Group April 2013 - Present
Lincoln Financial Group January 2012 - April 2013
Several Insurance Carriers February 2000 - January 2012
Villa Trading Company August 2006 - July 2009
Health Insurance Counseling and Advocacy Program June 1994 - September 1997
Skills
Fluent in Spanish, Excellent People Skills, High Work Ethic, Ethics, Disability Insurance, Recruiting, Health Insurance, Employee Benefits, Training, Whole Life, Insurance, Critical Illness, People Skills, Medicare, Accident, Term Life Insurance, Long Term Care Insurance, Long-term Care, Public Speaking, Small Business, Marketing, Life Insurance, Customer Service, Accident Insurance, Workers Compensation, Universal Life, Health Savings Accounts, Benefits Administration, COBRA, Voluntary Employee..., Flexible Spending..., Group Insurance, Dentistry, Brokers, Open Enrollment, 401k, Retirement, Fixed Annuities
Education
Specialized Courses for Interpreting & Translating Spanish 1982 — 1984
Certificate of Completion
Cal State Fullerton 1979 — 1981
Shannon LaPlante's Lincoln Financial Group Experience 1998 - 2005
Job Eligibility Services Specialist at Department of Social Services
Industry Individual & Family Services
Experience
Department of Social Services December 2006 - Present
Lincoln Financial Group 1998 - 2005
The Hartford 1996 - 1998
Education
California State University-Chico 1990 — 1994
Bachelor of Arts (BA), Social Work
Department of Social Services December 2006 - Present
Lincoln Financial Group 1998 - 2005
The Hartford 1996 - 1998
Education
California State University-Chico 1990 — 1994
Bachelor of Arts (BA), Social Work
Jeff Benes's Lincoln Financial Group Experience August 2007 - August 2008
Job Job Developer / Employment Coordinator at ResCare Workforce Services
Industry Health, Wellness and Fitness
Experience
ResCare Workforce Services November 2013 - Present
ConsciouslyWell, LLC October 2010 - Present
Southwestern Human Services 2008 - 2013
Lincoln Financial Group August 2007 - August 2008
Mercy Behavioral Health August 2003 - August 2007
Club Julian 24 Hour Fitness October 2001 - January 2007
The Arc of Washington County - MD July 1997 - March 2001
Youth Advocate Programs, Inc. April 1997 - July 1998
Skills
Wellness, Fitness, Counseling, Psychology, Mental Health, Coaching, Health, Psychotherapy, Stress Management, Lifestyle Coaching, Training, Treatment, Public Speaking, Wellbeing, Stress, Case Management, Personal Training, Nutritional Counseling, Program Development
Education
California University of Pennsylvania 2011 — 2013
Master of Science (MS), Exercise Science and Health Promotion - Rehabilitation Track
Florida State University 2004 — 2006
Certificate, Financial Planning
CCAC
Elementary Education and Teaching
Cleveland State University
BA, Psychology
Shaker Heights Senior
West Virginia University
MBA, Business
ResCare Workforce Services November 2013 - Present
ConsciouslyWell, LLC October 2010 - Present
Southwestern Human Services 2008 - 2013
Lincoln Financial Group August 2007 - August 2008
Mercy Behavioral Health August 2003 - August 2007
Club Julian 24 Hour Fitness October 2001 - January 2007
The Arc of Washington County - MD July 1997 - March 2001
Youth Advocate Programs, Inc. April 1997 - July 1998
Skills
Wellness, Fitness, Counseling, Psychology, Mental Health, Coaching, Health, Psychotherapy, Stress Management, Lifestyle Coaching, Training, Treatment, Public Speaking, Wellbeing, Stress, Case Management, Personal Training, Nutritional Counseling, Program Development
Education
California University of Pennsylvania 2011 — 2013
Master of Science (MS), Exercise Science and Health Promotion - Rehabilitation Track
Florida State University 2004 — 2006
Certificate, Financial Planning
CCAC
Elementary Education and Teaching
Cleveland State University
BA, Psychology
Shaker Heights Senior
West Virginia University
MBA, Business
Colleen Freeland's Lincoln Financial Group Experience June 2014 - Present
Job Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group November 2012 - June 2014
Lincoln Financial Group June 2011 - November 2012
Education
Bryant University 2007 — 2011
Bachelor of Science (B.S.)
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group November 2012 - June 2014
Lincoln Financial Group June 2011 - November 2012
Education
Bryant University 2007 — 2011
Bachelor of Science (B.S.)
Jun Cheng's Lincoln Financial Group Experience December 2012 - Present
Job Senior Tax Professional at Lincoln Financial Group
Industry Accounting
Experience
Lincoln Financial Group December 2012 - Present
Grant Thornton LLP March 2011 - December 2012
LECG January 2011 - March 2011
De Lage Landen April 2007 - December 2010
Skills
Corporate Tax, Tax Accounting, IRS Enrolled Agent, Income Tax, Tax Preparation, Tax Returns
Education
California State University-East Bay 2004 — 2006
Master of Science (M.S.), Taxation
Lakeland College 2002 — 2004
Bachelor of Arts (B.A.), Accounting
Lincoln Financial Group December 2012 - Present
Grant Thornton LLP March 2011 - December 2012
LECG January 2011 - March 2011
De Lage Landen April 2007 - December 2010
Skills
Corporate Tax, Tax Accounting, IRS Enrolled Agent, Income Tax, Tax Preparation, Tax Returns
Education
California State University-East Bay 2004 — 2006
Master of Science (M.S.), Taxation
Lakeland College 2002 — 2004
Bachelor of Arts (B.A.), Accounting
Alan Hoyt's Lincoln Financial Group Experience 2011 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Lincoln Financial Group 2011 - 2011
Education
Butler University 2008 — 2012
Bachelor of Arts (B.A.), Actuarial Science, 3.0
Lincoln Financial Group 2011 - 2011
Education
Butler University 2008 — 2012
Bachelor of Arts (B.A.), Actuarial Science, 3.0
Paula C. Levenson's Lincoln Financial Group Experience October 2006 - September 2012
Job Executive Assistant at Lincoln Financial Distributors
Industry Insurance
Experience
Lincoln Financial Distributors September 2012 - Present
Lincoln Financial Group October 2006 - September 2012
Lincoln Financial Distributors June 2002 - 2006
Skills
Administrative..., Customer Service, Life Insurance, Event Planning, Office Management, Employee Benefits, Executive Support, Telephone Skills, Human Resources, Budgets, Time Management, PowerPoint, Spreadsheets, Sales, Financial Services, Expense Management, Microsoft Excel, Outlook, Access, Relationship Management, Data Entry
Education
Capital Community College 1986 — 1988
Associate's degree
Central Connecticut State University
Business Classes
Lincoln Financial Distributors September 2012 - Present
Lincoln Financial Group October 2006 - September 2012
Lincoln Financial Distributors June 2002 - 2006
Skills
Administrative..., Customer Service, Life Insurance, Event Planning, Office Management, Employee Benefits, Executive Support, Telephone Skills, Human Resources, Budgets, Time Management, PowerPoint, Spreadsheets, Sales, Financial Services, Expense Management, Microsoft Excel, Outlook, Access, Relationship Management, Data Entry
Education
Capital Community College 1986 — 1988
Associate's degree
Central Connecticut State University
Business Classes
Ehren Schouweiler's Lincoln Financial Group Experience 2010 - 2011
Job Trader
Industry Capital Markets
Experience
Self-employed 2008 - Present
Lincoln Financial Group 2010 - 2011
Maverick Publishing 2005 - 2008
Aon 2005 - 2005
Skills
Financial Analysis, Trading, Microsoft Excel, Options, Analysis, Programming, Capital Markets, Futures, Accounting, Negotiation, Customer Service, Project Management, Organizational..., Collaborative Problem..., Index Options, Futures Trading, Swing Trading, Day Trading
Education
University of Saint Francis 2003 — 2005
MBA, Finance and Business Management
Butler University 1998 — 2002
Bachelor of Science (BS), Finance
Self-employed 2008 - Present
Lincoln Financial Group 2010 - 2011
Maverick Publishing 2005 - 2008
Aon 2005 - 2005
Skills
Financial Analysis, Trading, Microsoft Excel, Options, Analysis, Programming, Capital Markets, Futures, Accounting, Negotiation, Customer Service, Project Management, Organizational..., Collaborative Problem..., Index Options, Futures Trading, Swing Trading, Day Trading
Education
University of Saint Francis 2003 — 2005
MBA, Finance and Business Management
Butler University 1998 — 2002
Bachelor of Science (BS), Finance
Maria Macri's Lincoln Financial Group Experience August 2014 - February 2015
Job Student at Temple University Fox School of Business and Management
Industry Financial Services
Experience
Fox School of Business at Temple University January 2013 - Present
Lincoln Financial Group August 2014 - February 2015
Kohl's Department Stores March 2012 - December 2013
Almost Home Animal Shelter November 2010 - October 2011
Skills
Customer Service, Data Entry, Merchandising, Problem Solving, Team Leadership, Teamwork, Access, Conflict Resolution, Critical Thinking, CRM databases, Data Analysis, Decision Analysis, Inventory Control, Inventory Management, Leadership Development, Linear Programming, Loss Prevention, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Word, Operations Management, People Skills, PowerPoint, Quality Control, Research, Retail Sales, Sales, Team Building, Telephone Skills
Education
Temple University - Fox School of Business and Management 2013 — 2015
Bachelor of Business Administration (BBA), Finance & Real Estate
Camden County College 2010 — 2012
Cherry Hill High School West 2006 — 2010
Fox School of Business at Temple University January 2013 - Present
Lincoln Financial Group August 2014 - February 2015
Kohl's Department Stores March 2012 - December 2013
Almost Home Animal Shelter November 2010 - October 2011
Skills
Customer Service, Data Entry, Merchandising, Problem Solving, Team Leadership, Teamwork, Access, Conflict Resolution, Critical Thinking, CRM databases, Data Analysis, Decision Analysis, Inventory Control, Inventory Management, Leadership Development, Linear Programming, Loss Prevention, Mathematics, Microsoft Excel, Microsoft Office, Microsoft Word, Operations Management, People Skills, PowerPoint, Quality Control, Research, Retail Sales, Sales, Team Building, Telephone Skills
Education
Temple University - Fox School of Business and Management 2013 — 2015
Bachelor of Business Administration (BBA), Finance & Real Estate
Camden County College 2010 — 2012
Cherry Hill High School West 2006 — 2010
Matthew Geis's Lincoln Financial Group Experience June 2013 - August 2013
Job Lifeguard at California State Parks
Industry Financial Services
Experience
California State Parks June 2011 - Present
Lincoln Financial Group June 2013 - August 2013
Education
California Polytechnic State University-San Luis Obispo 2013 — 2015
California State Parks June 2011 - Present
Lincoln Financial Group June 2013 - August 2013
Education
California Polytechnic State University-San Luis Obispo 2013 — 2015
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO