Lincoln Financial Group

Industry: Insurance company

Description

Lincoln National Corporation is a Fortune 250 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies. Revenue: 13.8 billion USD (2016) Headquarters: Radnor, Pennsylvania, United States Founder: Perry Randall Executives: Dennis R. Glass (CEO, President),

Lincoln Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lincoln Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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5,924 Lincoln Financial Group employees in database. Find out everything there's to know about Lincoln Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Lincoln Financial Group Employees

Employee
Years
Job
Industry
Sammi Liu Sammi Liu Greater Los Angeles Area Details
Sammi Liu's Lincoln Financial Group Experience May 2008 - August 2008
Job City Manager LA at Shyp
Industry Logistics and Supply Chain
Experience
Shyp  May 2015 - Present
Uber  July 2014 - May 2015
McMaster-Carr  April 2012 - June 2014
First New York Securities  May 2009 - April 2012
Lincoln Financial Group   May 2008 - August 2008

Skills
Logistics, Operations Management, Microsoft Excel, VBA, HTML, Java, Operations Research, Finance, Equities, Derivatives, Optimization

Education
University of Pennsylvania
Bachelor of Science in Economics, Finance

University of Pennsylvania
Bachelor of Arts (B.A.), Philosophy

Columbia University in the City of New York
Operations Research Certificate

Shanna Cox Shanna Cox New York, New York Details
Shanna Cox's Lincoln Financial Group Experience July 2010 - August 2011
Job MBA Candidate, Class of 2016 Columbia Business School
Industry Financial Services
Experience
The Boston Consulting Group  June 2015 - August 2015
Lincoln Financial Distributors  July 2012 - May 2014
Operation Ava  February 2012 - June 2012
Lincoln Financial Distributors  August 2011 - February 2012
Lincoln Financial Group   July 2010 - August 2011
The Consulate of Canada   January 2007 - April 2007

Skills
Leadership, Integrated Marketing, Market Research, Marketing, Social Media Marketing, Project Management, Social Media, Analytics, Project Planning, Newsletters, Research, Data Analysis, Marketing Communications, Strategy, French, Strategic Planning, Public Speaking, International Business, Competitive Analysis, Strategic Partnerships, Business Process..., Product Marketing, Financial Services, Investments, Customer Service, PowerPoint, Business Analysis

Education
Columbia University - Columbia Business School   2014 — 2016
Master of Business Administration (M.B.A.)

TEMPLE UNIVERSITY, Fox School of Business   2004 — 2010
Bachelor, Business Administration; Finance and International Business

Janen Moyer-Pesso, AWMA, CDFA, LPS Janen Moyer-Pesso, AWMA, CDFA, LPS Boca Raton, Florida Details
Janen Moyer-Pesso, AWMA, CDFA, LPS's Lincoln Financial Group Experience 1991 - 1998
Job QDRO & Pension Consultant
Industry Financial Services
Experience
Pesso Properties, LLC   September 2005 - Present
Baron Silver Stevens Financial Advisers   2002 - December 2012
QDRO Direct, LLC   October 1998 - December 2012
Financial Planning Association  1998 - 2009
Kinder Institute of Life Planning  2007 - 2007
Lincoln Financial Advisors  February 1998 - April 2002
Lincoln Financial Group   1991 - 1998

Skills
Retirement Planning, Estate Planning, Retirement, Wealth Management, Pensions, Investment Advisory, Investments, Wealth, Family Law, Series 7, Employee Benefits, Legal Writing, Fixed Annuities, Financial Planners, 401k, Valuation, Financial Advisory, Investment Strategies, Strategic Financial..., Wealth Management..., Asset Allocation, Personal Finance, Series 63, Finance, IRAs, Mutual Funds, Securities, Financial Planning

Education
Florida Atlantic University
BS, Pre-Law/Criminal Justice

Cornell University   2012 — 2012
Financial Management certification, Finance and Financial Management Services

College for Financial Planning   2011 — 2011
AWMA, Wealth Management for Accredited Investors

Institute of Certified Divorce Planners
CDP, Divorce Planning

College for Financial Planning
CFP candidate, Financial Planning

New Haven High School

Paul Wick Paul Wick Phoenix, Arizona Area Details
Paul Wick's Lincoln Financial Group Experience 2008 - 2009
Job Marketing Producer/writer/editor at 3TV
Industry Broadcast Media
Experience
3TV   October 2013 - Present
KLAS TV  April 2012 - October 2013
KTNV  April 2011 - April 2012
Drewery Broadcasting   January 2010 - March 2011
Lincoln Financial Group   2008 - 2009

Skills
Broadcast, Avid, Television, Final Cut Pro, Video Production, Broadcast Television, Video Editing, Avid Media Composer, Post Production, Video, Non-linear Editing, Producing, Camera, Media Production, Commercials, Documentaries, After Effects, Editing, HD Video, ENPS, Broadcast Journalism

Education
Colorado Christian University   2006 — 2007
Bachelor's degree, Communication and Media Studies, Junior, Senior

Peter Knupp Peter Knupp Greater Philadelphia Area Details
Peter Knupp's Lincoln Financial Group Experience August 2006 - August 2009
Job Senior Consultant at CGI
Industry Information Technology and Services
Experience
CGI  July 2013 - Present
Draker  October 2011 - July 2013
Qorvo, Inc (Formerly RF Micro Devices, Inc)   November 2009 - September 2011
National Renewable Energy Laboratory  August 2010 - June 2011
Lincoln Financial Group   August 2006 - August 2009

Skills
Cross-functional Team..., Program Management, Project Management, Management, Renewable Energy, Analysis, Solar Energy, Strategic Planning, Business Strategy, Strategic Partnerships, Business Development, Product Management, Change Management, Entrepreneurship, Sustainability, Relationship Management, Start-ups, International Project..., Market Analysis, Leadership, Marketing, Telecommunications, Product Development, Contract Management, Project Planning, CRM, Budgets, Engineering, Strategy, Salesforce.com, Health Insurance..., SDLC

Education
University of Denver - Daniels College of Business   2009 — 2011
MBA, Innovation Management and Renewable Energy Technology

Cornell University   2002 — 2006
BA, History Major; East Asia Studies Minor; Law and Society Minor

Jessica Packard Jessica Packard Lincoln, Nebraska Details
Jessica Packard's Lincoln Financial Group Experience June 2012 - December 2012
Job Mathematics Teacher at Hastings Public Schools
Industry Higher Education
Experience
Hastings Public Schools  June 2014 - Present
Self-employed private tutor  October 2012 - Present
Lincoln Public Schools  February 2013 - August 2013
Lincoln Parks and Recreation  January 2013 - August 2013
Lincoln Financial Group   June 2012 - December 2012
University Health Center  March 2010 - May 2012
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas   May 2011 - August 2011
First United Methodist Church  June 2010 - August 2010

Skills
SQL, Teradata, Microsoft Applications, Access, Actuarial, SAS, Statistics, Mathematics, Data Analysis, Word, PowerPoint, Economics, Insurance, Actuarial Science, Teamwork, Microsoft Word, Teaching

Education
University of Nebraska-Lincoln   2013 — 2014
Masters of Arts with Emphasis in Mathematics Teaching, Secondary Education and Teaching

University of Nebraska-Lincoln   2009 — 2012
Bachelors of Science, Actuarial Science, Mathematics

Colorado State University   2008 — 2009
Bachelors of Science, Mathematics

Douglas County High School   2005 — 2008

Karl Kramer Karl Kramer Fort Wayne, Indiana Area Details
Karl Kramer's Lincoln Financial Group Experience February 2014 - Present
Job Business Retention Specialist/ Pension CSR
Industry Investment Management
Experience
Lincoln Financial Group   February 2014 - Present
Lincoln Financial Group   January 2013 - January 2014
J.B. Robinson Jewelers   March 2012 - November 2012
Thrivent Financial for Lutherans  June 2005 - January 2012
Kay Jewelers  October 2001 - August 2005

Skills
Retirement, IRAs, Long Term Care Insurance, Fixed Annuities, Series 6, Series 63, Securities, FINRA, Life & Health Insurance..., Long-term Care, Variable Annuities, Insurance, Life Insurance, Whole Life, Term Life Insurance, Universal Life, Variable Life, Investments, Mutual Funds, Disability Insurance, Salesforce.com, Retirement Planning, Retirement Savings, Qualified Retirement..., Investment Strategies, Multi-generational..., Wealth Preservation..., Asset Allocation, Charitable Gift Planning, Traditional IRA, Roth IRA, 401k Rollovers, 401k, 403 b, Retirement Benefits, Risk Tolerance, College Savings Plans, Guaranteed Lifetime..., Financial Services, AWD, Microsoft Word, Jewelry, Diamond Jewelry, Gems, Gemology, Jewelry Design, Bench Jeweler, Ring sizing, Solder rings, Handmade Jewelry

Education
Concordia University-Ann Arbor   1997 — 2003
Bachelor of Arts (B.A.), Jewelry and Metal Arts

Laurance Guido Pascal Laurance Guido Pascal Raleigh-Durham, North Carolina Area Details
Laurance Guido Pascal's Lincoln Financial Group Experience August 2006 - February 2007
Job
Industry International Affairs
Experience
CWP, LLC   October 2014 - Present
University of Pennsylvania  May 2007 - September 2014
Lincoln Financial Group   August 2006 - February 2007
Clark & Elbing LLP  July 2005 - August 2006

Education
The College of William and Mary - The Mason School of Business   2014 — 2015
Master of Business Administration (MBA)

La Salle University   2008 — 2010
Certificate, Intelligence and Security Studies

La Salle University   2008 — 2010
Master of Arts (MA), Russian and Eastern European Studies

Columbia University - School of International and Public Affairs   1999 — 2001
Master of Public Administration (MPA), International Security Policy

Columbia University in the City of New York   1997 — 2000
Bachelor of Arts (BA), English

Salisbury School   1992 — 1995

Marc Tillstrom Marc Tillstrom Fort Wayne, Indiana Details
Marc Tillstrom's Lincoln Financial Group Experience May 2010 - Present
Job Retirement Plan Services Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   May 2010 - Present
Goldman Sachs  March 2008 - July 2010

Education
Columbia University in the City of New York   2006 — 2008
Doctor of Philosophy (PhD), Probability Theory, Applied Probability Models, Inequalities in Probability and Statistics

University of Chicago   2003 — 2006
Bachelor of Science (BS), Finance and Financial Management Services

Kathryn Valickus Kathryn Valickus Brighton, Massachusetts Details
Kathryn Valickus's Lincoln Financial Group Experience June 2006 - August 2006
Job Financial Services Professional
Industry Financial Services
Experience
Staples  February 2014 - Present
Staples  May 2013 - February 2014
MassMutual Financial Group  June 2008 - June 2012
MassMutual Financial Group  August 2007 - June 2008
Lincoln Financial Group   June 2006 - August 2006
St. Germain Investment Management  June 2003 - August 2005

Skills
Portfolio Management, Investments, Equities, Accounting, Microsoft Excel, Insurance, PowerPoint, Microsoft Word, Microsoft Office, Data Analysis, Outlook, Process Improvement, Financial Reporting, Financial Analysis, Finance

Education
Boston College - Wallace E. Carroll Graduate School of Management   2013 — 2016
Master of Business Administration (MBA)

College of the Holy Cross   2003 — 2007
Bachelor of Arts (B.A.), Economics-Accounting

Al Cohn, CRPC® Al Cohn, CRPC® Greater Atlanta Area Details
Al Cohn, CRPC®'s Lincoln Financial Group Experience December 1984 - January 1997
Job Retirement Income Director at Futurity First
Industry Financial Services
Experience
Futurity First  November 2014 - Present
New York Life & MainStay Investments  April 2000 - December 2013
Lincoln Financial Group   December 1984 - January 1997

Education
College for Financial Planning   2014 — 2015
CRPC®, Chartered Retirement Planning CounselorSM, Retirement Planning

University of Maryland College Park   1975 — 1977
Bachelor’s Degree, Special Education and Teaching

Maria Claudia McMaster Maria Claudia McMaster Spokane, Washington Area Details
Maria Claudia McMaster's Lincoln Financial Group Experience October 2011 - December 2012
Job Senior Consultant at Vertex Inc.
Industry Computer Software
Experience
Vertex Incorporated  October 2014 - Present
Dell  June 2014 - Present
IntelliTect  April 2013 - June 2014
Lincoln Financial Group   October 2011 - December 2012
Dell Perot Systems  March 2011 - October 2011
Jackson National Life  January 1996 - December 2010
Fortis Benefits Life Insurance   July 1995 - January 1996
SunAmerica Financial Group  February 1993 - June 1995
Transamerica Financial Life Insurance Company  1995 - 1995
Metropolitan Mortgage & Securities  June 1989 - January 1993

Skills
Mainframe, COBOL, Business Analysis, User Acceptance Testing, Systems Analysis, Insurance, Quality Assurance, Requirements Analysis, CICS, Requirements Gathering, DB2, Testing, Analysis, SQL, Business Requirements, Quality Center, Application Development, Fileaid, Software Development, VSAM, SharePoint, Team Leadership, JCL, Vantage, Project Management, Software Documentation, Programming, Databases, Agile Methodologies, SDLC, Software Project..., Program Management, Visio

Education
Colorado Technical University   1997 — 1999
Master of Science, Computer Science

Eastern Washington University   1987 — 1992
Bacholor of Science, Computer Engineering Technology

Rebecca Haupt Rebecca Haupt Greater Denver Area Details
Rebecca Haupt's Lincoln Financial Group Experience September 1995 - June 2002
Job Human Resources Busniss Partner
Industry Human Resources
Experience
Healthcare Security Services  July 2015 - Present
SharpShooter Imaging  November 2008 - April 2015
Associates Health Group   September 2006 - November 2008
Peak Vista Community Health Centers  July 2004 - September 2006
Randy Kilgore & Company   March 2003 - July 2004
Lincoln Financial Group   September 1995 - June 2002

Skills
Benefits Administration, Employee Benefits, Human Resources, Office Management, Insurance, Administration, HRIS, Policy, FMLA, Health Insurance, Administrative..., Workers Compensation, Payroll, Customer Service, Group Benefit..., Invoicing, Administrative Work, Office Administration, Fundraising, Community Outreach, Training, Leadership, Team Building, Personnel Management, ADP Workforce Now

Education
College of the Redwoods

St. Bernard's High

Brian Schumacher Brian Schumacher Grand Forks, North Dakota Details
Brian Schumacher's Lincoln Financial Group Experience March 2008 - September 2011
Job Retirement Account Manager at Alerus Financial
Industry Financial Services
Experience
Alerus Financial  September 2011 - Present
Lincoln Financial Group   March 2008 - September 2011
Wells Fargo  May 2006 - March 2008

Skills
Mutual Funds, Wealth Management, Banking, Loans, Retirement, Investments, Commercial Banking, Portfolio Management, Retirement Planning, Financial Analysis

Education
Concordia College   2002 — 2006
Bachelor of Arts (BA), Finance, Economics

Stefanie Knight Stefanie Knight Greater Chicago Area Details
Stefanie Knight's Lincoln Financial Group Experience November 2012 - Present
Job Sales Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   November 2012 - Present

Skills
Process Improvement, Budgets, Financial Analysis, Customer Service, Access, Vendor Management, Business Analysis, Strategy, Marketing, Business Planning, Team Building, Time Management, Purchasing, Coaching, Manufacturing, Sales, Finance, Pricing, Outsourcing, Insurance, Forecasting, Analysis, Leadership, Account Management, Training, New Business Development, Sales Management, Cross-functional Team..., CRM

Education
Columbia College   2002 — 2004
Marketing and Management, Business

Crystal Lake Central High School   1995 — 1999

Anna Laura Sizemore Anna Laura Sizemore Greensboro, North Carolina Details
Anna Laura Sizemore's Lincoln Financial Group Experience October 2012 - Present
Job Quality Assurance Analyst at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group   October 2012 - Present
The Emerson Group, LLC   June 2009 - 2012
Turmar Natural Stone   2008 - 2010
Yoruk Development   2007 - 2009
Joe Gibbs Racing  2006 - 2007
Octagon  2005 - 2006

Skills
Sports Marketing, Microsoft Office, Event Management, Event Planning, Social Media, Vision, Creativity, Marketing, Project Management, Quality Assurance, Tenacious Work Ethic, Problem Solving, Sales, Teamwork, Leadership, PowerPoint, Relationship-building..., Self-driven, Creative Strategy, Creative Visualization, Customer Satisfaction, Customer Service, Salesforce.com, Social Networking

Education
College of Charleston   2000 — 2004
Bachelor of Arts (B.A.), Corporate Communications/Marketing

Grimsley Senior High School   1996 — 2000

Jannette Taylor, MOL, NDR Jannette Taylor, MOL, NDR Greater Omaha Area Details
Jannette Taylor, MOL, NDR's Lincoln Financial Group Experience May 2003 - December 2006
Job Executive DirectorNonprofit
Industry Nonprofit Organization Management
Experience
NorthStar Foundation  May 2014 - Present
Impact One Community Connection   March 2009 - May 2014
City of Omaha Mayor's Office  December 2008 - March 2009
Mid-America Council   December 2006 - December 2008
Lincoln Financial Group   May 2003 - December 2006

Skills
Non-profits, Fundraising, Youth Development, Youth Leadership, Youth Engagement, Program Development, Program Design, Program Implementation, Grant Writing, Grant Management, Grant Applications, Grant Review, Grant Research, Workshop Facilitation, Nonprofits, Analysis, Community Outreach, Grants, Social Services, Community Development, Non-profit..., Employee Relations, Program Management, Volunteer Management, Leadership, Policy, Public Relations, Event Management, Proposal Writing, Government, Strategic Planning, Recruiting, Coaching, Team Building, Leadership Development, Resume Writing, Conflict Resolution, Public Policy, Training, Case Managment, Employee Benefits, Public Speaking, Staff Development, Social Networking, Event Planning, Organizational..., Philanthropy, Budgets, Business Development, Research

Education
Creighton University School of Law   2008 — 2014
NDR JD, Negotiation and Dispute Resolution/Law

College of Saint Mary   2005 — 2008
BA, Masters, Business

Nicole Eoriatti Nicole Eoriatti Chicago, Illinois Details
Nicole Eoriatti's Lincoln Financial Group Experience August 2008 - August 2010
Job KYC Senior Associate JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase  May 2014 - Present
JPMorgan Chase  September 2012 - April 2014
InterBank Mortgage Company  June 2011 - August 2012
Lincoln Financial Group   August 2008 - August 2010

Skills
High proficiency in..., Excellent communicator, great team player, knows how to work as a..., fast learner, easy to adapt to..., Banking, Customer Service, Data Entry, Finance, Insurance, Loans, Microsoft Excel, Mortgage Lending, Outlook, Sales, Teamwork, Time Management

Education
College of Saint Mary   2009 — 2010
Master of Arts (M.A.), Secondary Education and Teaching (4-9)

University of Nebraska at Omaha   2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Broadcasting

Garry Spence Garry Spence Charlotte, North Carolina Area Details
Garry Spence's Lincoln Financial Group Experience November 1992 - Present
Job Senior Vice President at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   November 1992 - Present
Lincoln Financial Distributors  April 2005 - January 2011
Lincoln Financial Group   1999 - 2005
Lincoln Financial Advisors  January 1998 - December 1999
Lincoln Financial Advisors  November 1992 - December 1998

Skills
Retirement Planning, Recruiting, Sales Presentations, Sales Management, Sales, Sales Management..., Leadership, Leadership Development, Strategic Financial..., Risk Management, Securities, Talent Management, Financial Services, Relationship Management, Insurance, Retirement, Financial Planners, Marketing Communications, Coaching, Investments, Pensions, Public Speaking, Strategic Planning, Team Building, Management, Financial Advisory, Executive Management, Defined Contribution, 401k, Business Planning, Asset Management, Life Insurance, Wealth Management, Employee Benefits, Strategy, Series 63, Marketing, Fixed Income, Alternative Investments, Portfolio Management, Mutual Funds, Series 7, Series 6

Education
The University of Georgia   1981 — 1983
AB, Economics

Columbus State University   1978 — 1980
Business

Jane Black Jane Black Fort Wayne, Indiana Area Details
Jane Black's Lincoln Financial Group Experience June 1978 - January 1999
Job President at Black Ink Financial Planning
Industry Financial Services
Experience
Black Ink Financial Planning   January 1999 - Present
Lincoln Financial Group   June 1978 - January 1999
Druart Agency   December 1972 - June 1978

Education
Concordia University-Wisconsin   1998 — 2000
Bachelor of Arts (B.A.), Management & Communications

The American College
Chartered Life Underwriter (CLU); Chartered Financial Consultatnt (ChFC), Financial Planning and Services

International Business College   1971 — 1972
Associate's degree, Secretarial Science

Parkway   1967 — 1971

Ryan DeLaHaye Ryan DeLaHaye Manchester, New Hampshire Details
Ryan DeLaHaye's Lincoln Financial Group Experience September 2008 - September 2010
Job Customer Care Advocate
Industry Health, Wellness and Fitness
Experience
UnitedHealth Group  April 2015 - Present
Comcast  March 2011 - March 2015
Lincoln Financial Group   September 2008 - September 2010
Fidelity Investments  September 2007 - June 2008
Fidelity Investments  January 2007 - August 2007
Fidelity Investments  June 2006 - January 2007
Bugaboo Creek Steakhouse  April 2006 - May 2006
Kelly Home Care Services   February 2006 - March 2006
USAF  December 2002 - June 2005

Skills
401k, Retirement, Retirement Planning, Payroll, Training, Pensions, Leadership, Outlook, Customer Service, Microsoft Excel, Series 6, Invoicing, Networking, Troubleshooting, Insurance

Education
Community College of the Air Force   2002 — 2005

Mary Beth Carion Mary Beth Carion Scarborough, Maine Details
Mary Beth Carion's Lincoln Financial Group Experience April 2011 - Present
Job Vice President, Distribution Operations & Account Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   April 2011 - Present
Sun Life Financial  November 2009 - March 2011
Bensinger Dupont and Associates  2007 - 2009

Skills
Financial Services, Business Development, Leadership, Relationship Management, Risk Management, Strategic Financial..., Insurance

Education
College of the Holy Cross   1985 — 1989
Bachelor of Arts (B.A.), Economics

Gorham High School, Gorham, ME

Stephen Rock Stephen Rock Greater Boston Area Details
Stephen Rock's Lincoln Financial Group Experience November 2013 - Present
Job Director, Regulatory Initiatives
Industry Financial Services
Experience
Lincoln Financial Group   November 2013 - Present
The SunStream Consulting Group   2008 - Present
The Concord Group Insurance   September 2013 - November 2013
Lincoln Financial Group   January 2011 - September 2013
Makibie  October 2009 - July 2010
Fidelity Investments  November 2005 - November 2008
Lincoln Financial Group   November 2002 - October 2005
Amherst Technologies  May 1998 - January 2002
Friot's Water Treatment   1988 - 1990
United States Marine Corps  1984 - 1988

Skills
Business Analysis, Process Improvement, Requirements Analysis, Analysis, Quality Assurance, Problem Solving, Agile, Program Management, Customer Relations, Vendor Relations, Agile Methodologies, Customer Service, Visio, Business Process..., Business Process, Security, Leadership, Training, Cloud Computing, Project Management, Business Development, CRM, Strategy, SharePoint, Management

Education
Franklin Pierce University   2014 — 2017
Master of Business Administration (M.B.A.), MBA-Leadership

University of Virginia - Darden Graduate School of Business Administration   2013 — 2013
Foundations of Business Strategy - 6 week course of study, Completed

Cornell University   2012 — 2013
Certificate Program in Project Leadership, Project Management, 100% Completed

PMI   2012 — 2013
PMP Material Study

Purdue University   2006 — 2006
Certificate, Napoleon Hill PMA class

University of New Hampshire   1995 — 1998
BA, Geography / Business

Keene State College   1992 — 1995
Associate's Degree, Business Administration and Management, General

USMC   1984 — 1988
4 Years, Infantry Training, Specialized Security Forces

Groton-Dunstable   1979 — 1984
H.S., General

Christopher Cozart Christopher Cozart Greater New York City Area Details
Christopher Cozart's Lincoln Financial Group Experience August 2010 - July 2012
Job Analyst Sales Compensation and Business Reporting, Global Merchant Services at American Express
Industry Financial Services
Experience
American Express  May 2013 - Present
Goldman Sachs  July 2012 - December 2012
Lincoln Financial Group   August 2010 - July 2012
U.S. Department of Labor   August 2009 - July 2010
Lincoln Financial Advisors  January 2009 - May 2009
City of Philadelphia  June 2008 - August 2008
TD  January 2008 - April 2008
Valenti Management   August 2006 - June 2007

Skills
MIS, Excel, PowerPoint, SharePoint, Data Analysis, Data Mining, Financial Analysis, Business Strategy, Web Analytics, Financial Markets, Outlook, Visio, Word, Insurance, Banking, Social Networking, Networking Events, Business Networking, Volunteer Organization, Compensation, Executive Compensation, Performance Management, Investments, Social Media, Employee Benefits, Corporate Finance, Stock Market, Equity Compensation, Sales Compensation, Access, Data Management, System Administration, Six Sigma, Six Sigma Yellow Belt, Continuous Improvement, Visual Basic, Business Objects, Deferred Compensation, Equities, Incentive Programs, Salesforce.com, B2B, B2C, Credit Cards, Microsoft Excel, Leadership, Training, Analytics, Management, Finance

Education
University of Maryland University College   2013 — 2015
Master of Business Administration (MBA), 4.0 GPA

Cornell University   2011 — 2012
Certificate(s), Project Leadership, Financial Management

Temple University   2007 — 2010
Bachelor of Business Administration, International Business and Finance

Northampton Community College   2005 — 2007
Associate of Applied Science, Business Management

Peter Bourquin Peter Bourquin Greater New York City Area Details
Peter Bourquin's Lincoln Financial Group Experience 2012 - 2015
Job Regional Account Executive at The Hartford
Industry Insurance
Experience
The Hartford  March 2015 - Present
Lincoln Financial Group   2012 - 2015
The Hartford  2005 - 2012

Skills
Employee Benefits, Disability Insurance, Sales, Underwriting, Health Insurance, Insurance, Life Insurance, Brokers, Term Life Insurance, Property & Casualty..., 401k, Long-term Care, General Insurance, Commercial Insurance, Health Savings Accounts

Education
Colgate University   2001 — 2005
BA, Economics

Ed Snow Ed Snow Greater Philadelphia Area Details
Ed Snow's Lincoln Financial Group Experience November 2013 - Present
Job Data Analyst at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group   November 2013 - Present
Ed Snow Consulting   2002 - Present
National MS Society  February 2002 - Present
Corporate Call Center  August 2011 - January 2012
Career Success Group   2011 - 2012
Unisys Corp  July 1987 - August 2001
Unisys Corporation  January 1987 - January 2001
Unisys  July 1987 - 2001
United States Air Force  February 1979 - July 1987
U.S. Air Force   February 1979 - July 1987

Skills
SQL Server, Excel, Access, C, Unix, Ksh, T-SQL, Medicare Part D, Medicare, Microsoft Excel, Microsoft SQL Server, Databases, Data Analysis, Program Management, Oracle, Analysis, Training, Data Warehousing, Windows, Security, Requirements Analysis, Management, System Administration, Team Leadership, CRM, Project Management, Leadership, Technical Writing, Software Documentation, Process Improvement, Project Planning, MS Project, Strategic Planning, SharePoint, Integration, Networking, Fundraising, Troubleshooting, Quality Assurance, Team Building, Business Analysis, Vendor Management, SDLC, Visual Basic, Requirements Gathering, Business Intelligence, Programming, IT Management

Education
Strayer University   1995 — 1998
Bachelor's degree, Computer Information Systems

Strayer University   1995 — 1998
BS, Computer Science

Strayer University-Maryland   1994 — 1998
BS, Computer Science

Community College of the Air Force, Maxwell Air Force   1983 — 1986
Associate's Degree, Administration

Community College of the US Air Force   1979 — 1986
A.A., Administration

Lincoln High School   1972 — 1975
H.S. Diploma

Blake W. Martin Blake W. Martin Richmond, Virginia Details
Blake W. Martin's Lincoln Financial Group Experience December 2011 - October 2014
Job Senior Vice President, Global Taxes, Genworth Financial
Industry Insurance
Experience
Genworth  November 2014 - Present
Lincoln Financial Group   December 2011 - October 2014
Blake Martin Consulting, LLC   2009 - November 2011
SMART Business Advisory and Consulting  October 2008 - July 2009
Aetna  1990 - 2006
Price Waterhouse  1988 - 1990
The Travelers  1984 - 1988
Coopers & Lybrand  1983 - 1984
Price Waterhouse, Denver   1980 - 1983

Skills
Corporate Tax, Financial Planners, Tax Accounting, Tax, Income Tax, Sarbanes-Oxley Act, Financial Reporting, Auditing, Investments, Mergers & Acquisitions, Risk Management, US GAAP, Financial Accounting, SEC filings, Internal Controls, GAAP, Financial Analysis, Due Diligence, Tax Advisory, Accounting, Sarbanes-Oxley, Insurance, Management, International Tax, Strategic Financial..., Finance, CPA, Financial Services, Internal Audit, Restructuring, Corporate Finance, Tax Law, Financial Modeling, Corporate Governance, Enterprise Risk..., Managerial Finance, Transfer Pricing, Financial Statements, Consolidation, SEC Filings, Financial Planning

Education
Colorado State University   1975 — 1979
B.S.

Eric C. Bellas, CRPC® Eric C. Bellas, CRPC® Greater Philadelphia Area Details
Eric C. Bellas, CRPC®'s Lincoln Financial Group Experience June 2014 - Present
Job Consultant, Project Management at Lincoln Financial
Industry Insurance
Experience
Lincoln Financial Group   June 2014 - Present
Lincoln Financial Group   June 2011 - June 2014
Morgan Stanley Smith Barney  June 2010 - June 2011
ET Real Estate Investments, Inc.   April 2004 - October 2010
Sheraton  August 2002 - March 2004

Skills
Real Estate Transactions, Series 7, Insurance, Real Estate Development, Real Estate Investment, Real Estate Finance, Toastmasters, Series 66, Long Term Care, Six Sigma, Green Belt

Education
Penn State University   1997 — 2001
Bachelor of Science, Hotel, Restaurant & Institutional Management

Allied Business School
Real Estate

Cornell University
Project Leadership

Beth Lundy Beth Lundy Okemos, Michigan Details
Beth Lundy's Lincoln Financial Group Experience January 1995 - May 1998
Job Personal Assistant, Organizer, Event Planner, People Person
Industry Events Services
Experience
Self employed  May 2014 - Present
First Presbyterian Church of Ambler, PA   September 2010 - June 2014
Fist Presbyterian Church of Ambler, PA   January 2006 - September 2008
Lincoln Financial Group   January 1995 - May 1998
Lincoln Financial Group   July 1991 - January 1995
First National Bank of Litchfiled   June 1987 - August 1990

Skills
Banking, Coaching, Customer Service, Event Planning, Organizing, Retirement Plans, Team Building, Teaching, Corporate Training, Volunteer Management, Community Outreach, Public Speaking, Program Management, Fundraising, Leadership, Nonprofits, Retirement Planning, Training, Marketing, Management, Strategic Planning

Education
DePauw University   1987 — 1991
BA, Economics

Community College of Philadelphia
American Sign Language

cheryl mitchell cheryl mitchell Greater Philadelphia Area Details
cheryl mitchell's Lincoln Financial Group Experience 2009 - Present
Job Senior Designer • MFA
Industry Graphic Design
Experience
Lincoln Financial Group   2009 - Present
Aqua America  2007 - 2008
cicommunications   2005 - 2007
Communication Services & Support   2001 - 2005
AETNA U.S. Healthcare   1997 - 2001
DesignTech   1990 - 1997

Skills
Art Direction, Corporate Branding, Graphic Design, Web Design, Account Management, Client Services, Print Management, Financial Services, Brand Development, Graphics, Illustrator, Typography, Logo Design, Layout, Adobe Creative Suite, Advertising, InDesign, Brochures, Photoshop, Packaging, Direct Marketing, User Experience, Dreamweaver, Direct Mail

Education
Marywood University   2011 — 2014
Master of Fine Arts (MFA)

The University of the Arts
University of the Arts (BFA)

Community College of Philadelphia
Associate of Arts (AA)

Kristen Mariano Kristen Mariano Greater Denver Area Details
Kristen Mariano's Lincoln Financial Group Experience January 2003 - August 2009
Job EDDA at Comfort Dental
Industry Hospital & Health Care
Experience
Comfort Dental  March 2006 - Present
Lincoln Financial Group   January 2003 - August 2009

Skills
Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Negotiation, Dentistry, Dental Care

Education
Community College of Denver   2012 — 2016
Associate of Science (AS), Dental Hygiene/Hygienist

Colorado School of Dental Assisting   2005 — 2005
Certificate, Dental Assisting/Assistant

Rosemary Thompson, CRPC(r) Rosemary Thompson, CRPC(r) Cleveland/Akron, Ohio Area Details
Rosemary Thompson, CRPC(r)'s Lincoln Financial Group Experience October 1997 - August 2010
Job Registered Sales Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
Avon Independent Sales Representative - Rosemary Thompson   October 2009 - December 2012
BDS Financial Service Corporation   October 2010 - November 2011
Lincoln Financial Group   October 1997 - August 2010

Skills
Series 7, Retirement Planning, Insurance, Long-term Care, Life Insurance, Retirement Plan..., FINRA, Morningstar, Life, Term Life Insurance, Disability Insurance, Investment Strategies, Securities, IRAs, Mutual Funds, Financial Advisory, Recruiting, Fixed Annuities, Retirement, Wealth Management, Series 63, Finance

Education
College for Financial Planning   2008 — 2008
CRPC(R), Chartered Retirement Planning Counselor

College of Financial Planning through Cuyahoga Community College   2004 — 2006
Associate of Arts (A.A.), Finance and Financial Management Services

Cuyahoga Community College   1990 — 2002
Associates, Business

North Olmsted High School   1985 — 1989

Jonathan Niebergall, CIC, CRM, CIW Jonathan Niebergall, CIC, CRM, CIW Saint Paul, Minnesota Details
Jonathan Niebergall, CIC, CRM, CIW's Lincoln Financial Group Experience March 1994 - May 1995
Job Regional Area Manager at Premium Assignment Corporation
Industry Marketing and Advertising
Experience
Premium Assignment Corporation  June 2014 - Present
Program Marketing Concepts   February 2012 - June 2014
Charter Media  May 2013 - May 2014
R.W. Scobie, Inc.   January 2009 - October 2011
Premium Finance Corporation   December 2004 - January 2009
R.W. Scobie, Inc.   January 2002 - December 2004
R.W. Scobie, Inc.   May 1995 - January 2002
Lincoln Financial Group   March 1994 - May 1995

Skills
Strategic Planning, New Business Development, Marketing Strategy, Communication Skills, Sales Management, Program Management, Project Management, Business Acquisition, Operating Budgets, Department Budgeting, Sales Operations, Marketing, Management, CRM, Public Speaking, Marketing Communications, Digital Marketing, Social Media Marketing, Online Advertising, Email Marketing, Customer Service, Microsoft Office, Excess & Surplus Lines, Property & Casualty..., Risk Management, Sales, Business Development

Education
Concordia University-St. Paul   1989 — 1992
BS, Finance / Communications

Valparaiso University   1986 — 1988
Accounting / Computer Science

Veronica Magnotta Veronica Magnotta Greater Denver Area Details
Veronica Magnotta's Lincoln Financial Group Experience April 2011 - September 2011
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC  October 2012 - Present
Promark Financial  October 2011 - October 2012
Lincoln Financial Group   April 2011 - September 2011
LPL Financial  November 2006 - March 2010
BNY Invesment Center-Pershing, LLC   January 1999 - September 2005
J.P. Morgan   January 1997 - January 1999
First Union/Evergreen Funds   January 1995 - January 1997

Skills
Mutual Funds, Retirement, Fixed Annuities, Insurance, Series 7, Annuity, IRA's, Series 63, Series 65

Education
SUNY Oneonta   1990 — 1994
Bachelor of Science, Business Economics

University of Salamanca, Spain   1993 — 1993
Spanish Language and Literature

Mercy College   1994 — 1994
Certificate, Paralegal Studies

College for Financial Planning
Certified Financial Planning Studies

Jason Glazier Jason Glazier Greater Philadelphia Area Details
Jason Glazier's Lincoln Financial Group Experience 2001 - 2006
Job Ph.D., CFA, FLMI Chief Technology Officer
Industry Information Technology and Services
Experience
Enterra Solutions  2006 - Present
Voyant  2006 - Present
Lincoln Financial Group   2001 - 2006
Merrill Lynch  1999 - 2001
D. E. Shaw & Co.   1998 - 1999
Thomson Financial  1995 - 1998

Education
Columbia University in the City of New York   1990 — 1995
Ph.D., Computer Science

Columbia Engineering   1989 — 1995
Ph.D., Computer Science

The Johns Hopkins University   1986 — 1989
BS, Computer Science

Geoffrey Hammel Geoffrey Hammel Greater Philadelphia Area Details
Geoffrey Hammel's Lincoln Financial Group Experience January 2011 - October 2012
Job Helping companies with their global executive compensation needs | Design, Implement & Maintain Programs and Processes
Industry Management Consulting
Experience
ISP Advisors LLC   October 2012 - Present
Lincoln Financial Group   January 2011 - October 2012
PricewaterhouseCoopers LLP  January 2000 - January 2011
Merrill Lynch  December 2005 - December 2006
Blank Rome LLP  August 1998 - December 1999

Skills
Compensation, Executive Compensation, Equity Compensation, Deferred Compensation, Performance Management, Vendor Management, Expatriate Management, Employee Benefits, Incentive Programs, HRIS, Plan Design, Talent Management, HR Transformation, Human Capital Management, Salary, Job Descriptions, Benchmarking, Job Analysis, Job Evaluation, Employee Engagement, HR Strategy, Global HR, Succession Planning, Executive Pay, Outsourcing, Human Resources, Equities, Compensation & Benefit, CRM, Business Planning

Education
Rutgers University School of Law - Camden   1994 — 1997
Juris Doctor, Law

Cornell University   1990 — 1994
Bachelor of Science, Economics

Margie Pankey Margie Pankey Tryon, North Carolina Details
Margie Pankey's Lincoln Financial Group Experience July 1984 - December 1994
Job Training & Workforce Development
Industry Education Management
Experience
in the Greenville and the Upstate region   January 2012 - Present
Henderson County Public Schools  August 2009 - June 2011
Charlotte Mecklenburg Schools  August 2007 - June 2009
Charlotte Mecklenburg Schools  2004 - 2007
Corporate Trainers of America   June 1999 - August 2002
Dallas County Community College District  February 1998 - May 1999
North Central Texas College http://www.nctc.edu/Home.aspx   January 1994 - January 1998
Lincoln Financial Group   July 1984 - December 1994
Carrollton-Farmers Branch ISD  August 1978 - June 1984

Skills
Teaching, Customer Service, Workforce Planning, Research, Special Education, Staff Development, Higher Education, Educational Leadership, Adult Education, E-Learning, Educational Technology, Career Development, ESL

Education
University of North Texas   1978 — 1980
Masters, Secondary Education

College of Charleston   2008 — 2008
Post- graduate course, Career Facilitator

The University of Akron   1969 — 1972
Bachelor of Arts, Special Education and Political Science

Maria Wainwright Maria Wainwright Wilmington, Delaware Details
Maria Wainwright's Lincoln Financial Group Experience September 2012 - October 2013
Job Vice President Communications, Creative Director at The Bancorp
Industry Marketing and Advertising
Experience
The Bancorp  October 2013 - Present
Lincoln Financial Group   September 2012 - October 2013
Lincoln Financial Group   2009 - September 2012
Lincoln Financial Distributors  July 2003 - April 2009
Delaware Investments, a member of the Macquarie Group  July 2001 - July 2003
Philadelphia Zoo  June 1999 - June 2001

Skills
Creative Direction, Graphic Design, Art Direction, Logo Design, Marketing, Advertising, Creative Strategy, Adobe Creative Suite, User Experience, Brand Development, User Interface Design, Illustrator, Direct Mail, Marketing Strategy, Brochures, Design Management, Project Planning, Newsletters, Graphics, Corporate Branding, Creative Concepting, Branding & Identity, Typography, Storyboarding, Corporate Identity, Campaign Managment, Exhibit Design, Interaction Design, Posters, Collateral, Banners, Layout, Concept Development, Adobe Acrobat, InDesign, Publications, Image Manipulation, Illustration, Agency Management, Packaging, Information Design, Photography, Management, Invitations, Leadership, Web Design

Education
Philadelphia University   1996 — 1999
BS, Graphic Design Communication

Cornell University   2012 — 2013
Graduate Level Certificate Program, Marketing Strategy for Business Leaders

Rhode Island School of Design   2007 — 2007
NA, Study of Semiotics

Emily Strickman Emily Strickman Philadelphia, Pennsylvania Details
Emily Strickman's Lincoln Financial Group Experience June 2014 - Present
Job Investment Portfolio Analyst at Lincoln Financial Group
Industry Investment Management
Experience
Lincoln Financial Group   June 2014 - Present
7 Mile Advisors  May 2013 - August 2013

Skills
Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Investments, Financial Analysis, Performance Reporting

Education
Kenan-Flagler Business School   2010 — 2014
Bachelor of Science (BS), Business Administration and Management, Finance

University of North Carolina at Chapel Hill   2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance; Political Science

Copenhagen Business School   2012 — 2012

Lorenzo Amaya Lorenzo Amaya Philadelphia, Pennsylvania Details
Lorenzo Amaya's Lincoln Financial Group Experience July 2013 - Present
Job Sales Desk Manager, Lincoln Financial
Industry Financial Services
Experience
Lincoln Financial Group   July 2013 - Present
Lincoln Financial Group   2008 - 2015
Lincoln Financial Group   2008 - 2015
Lincoln Financial Group   2008 - 2015
Lincoln Financial Distributors  August 2008 - June 2013
Jackson National Life  August 2007 - August 2008
First Magnus Financial  March 2007 - September 2007

Skills
Series 6, Series 63, Salesforce.com, Wholesale Sales, Wholesale Lending, Annuity, Insurance, Live Meeting, Fugent, Fixed Annuities, Sales, FINRA, Variable Annuities, Financial Services, Life, Sales Presentations, Separately Managed..., Mutual Funds, Retirement Planning, Wholesale

Education
Columbia University in the City of New York   1998 — 2003
Political Science

Michael Kleeman Michael Kleeman Denver, Colorado Details
Michael Kleeman's Lincoln Financial Group Experience July 2013 - November 2014
Job Senior Analyst, Product Management & Consulting at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  November 2014 - Present
Lincoln Financial Group   July 2013 - November 2014
Lincoln Financial Group   October 2011 - July 2013
Lincoln Financial Group   September 2010 - October 2011
Lincoln Financial Group   August 2009 - August 2010
Lincoln Financial Group   May 2007 - August 2009
Morgan Stanley  May 2006 - August 2006

Skills
401k, Process Improvement, Retirement Planning, Cross-functional Team..., Requirements Gathering, 403 b, Defined Contribution, Microsoft Excel, Business Requirements, Leadership, Business Process, Business Analysis, Visio, Business Process..., 457 Plans, Management, Time Management, Mutual Funds, Financial Services

Education
Colorado State University   2015 — 2017
Master of Business Administration (M.B.A.)

Purdue University   2003 — 2007
Bachelor of Science, Financial Planning

Graham Summerlee Graham Summerlee Greensboro, North Carolina Details
Graham Summerlee's Lincoln Financial Group Experience December 2011 - Present
Job VP, Life Product Development & Pricing at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group   December 2011 - Present
Symetra Financial  September 2004 - November 2011
Symetra Financial  October 2000 - September 2004
John Hancock Life Insurance Company (U.S.A.)   March 1998 - September 2000
John Hancock Financial Services  September 1995 - March 1998

Skills
ALM, Actuarial Science, Financial Analysis, Life Insurance, Enterprise Risk..., Financial Modeling, Product Development, Valuation, Reinsurance, Risk Management, Management

Education
Colorado State University   1992 — 1995
Bachelors, Math, Statistics

Terry Weidman Terry Weidman Indianapolis, Indiana Area Details
Terry Weidman's Lincoln Financial Group Experience January 2008 - May 2008
Job Installation Personnel Readiness Supervisor at USAF/Air National Guard
Industry Military
Experience
USAF/Air National Guard  February 2014 - Present
USAF/Air National Guard  May 2008 - Present
Lincoln Financial Group   January 2008 - May 2008
New York Life Insurance Company  January 2006 - January 2006

Skills
SECURITY CLEARANCE..., LICENSES: Indiana..., Employee Relations, Training, Employee Benefits, Human Resources, Applicant Tracking..., Supervisory Skills, Customer Service, PeopleSoft, HRIS, Team Building, Process Improvement, Coaching, Leadership, Recruiting, Military, Interviews, Security Clearance, DoD, Management, Military Operations, Leadership Development, Program Management, Military Experience, Air Force, Government, Operational Planning

Education
Indiana Wesleyan University, Fort Wayne, Indiana   2006 — 2014
Bachelor of Science, Business Management/Human Resources

Community College of the Air Force   2006 — 2012
Associates degree, Human Resources Management

Community College of the Air Force   2006 — 2012
Associate's degree, Aircraft Armament Systems Technology

Anne Dunnburg Anne Dunnburg Richmond, Virginia Area Details
Anne Dunnburg's Lincoln Financial Group Experience April 2008 - June 2011
Job President at Select Financial Partners, LLC, Cabot Lodge Securities, LLC
Industry Financial Services
Experience
Jackson Hewitt Tax Service Inc.  2009 - Present
Select Financial Partners   April 2008 - Present
Select Financial Partners, LLC   April 2008 - Present
Lincoln Financial Group   April 2008 - June 2011
American Express Financial Advisors  2004 - 2007
Arthur Anderson  1990 - 1999

Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Wealth Management, Finance, Estate Planning, Fixed Annuities, Insurance, Analysis, Financial Planning, Mutual Funds, Long-term Care, Financial Education, Financial Coaching, Investment Advisory, IRAs, Financial Services, Investment Strategies, Wealth Preservation..., Alternative Investments, Financial Risk, Portfolio Management, Employee Stock Options, Protection, Investment Management, Securities, Financial Planners, 401k, Trading, Financial Strategies, Medicare Solutions, Life Insurance, Variable Annuities, Retirement Income, Annuities, Small Business Planning, Retirement Income...

Education
The American College   2015 — 2015
RICP, Retirement Income Planning

College for Financial Planning   2005 — 2006
CRPC, Retirement Planning

Golden Gate University   1999 — 2002
GCFP, Financial Planning, 3.55 GPA

Goddard-Cambridge   1978 — 1979
M.A., Counseling Psychology

Randy LeClair Randy LeClair Charlotte, North Carolina Area Details
Randy LeClair's Lincoln Financial Group Experience June 1998 - November 1999
Job Regional Vice President at Zacks Investment Research
Industry Financial Services
Experience
Zacks Investment Research  November 2006 - Present
Optcapital   November 2005 - August 2006
Fisher Investments  December 1999 - November 2005
Lincoln Financial Group   June 1998 - November 1999
The Financial Group  September 1992 - June 1998
Case International   June 1989 - August 1992

Skills
Investment Advisory, Retirement, Wealth Management, Asset Allocation, 401k, Strategy

Education
Cornell University   1986 — 1989
BA, Business with minor in finance

Gregory M. Hart, CFP® Gregory M. Hart, CFP® Haddonfield, New Jersey Details
Gregory M. Hart, CFP®'s Lincoln Financial Group Experience April 1991 - December 1995
Job President at Haddon Wealth Management, LLC
Industry Investment Management
Experience
Haddon Wealth Management, LLC   July 2015 - Present
PNC Wealth Management  July 2008 - July 2015
Bank of New York Mellon Wealth Management   July 1999 - July 2008
Wachovia (First Union)   September 1996 - April 1999
BNY Mellon Wealth Management  December 1995 - September 1996
Lincoln Financial Group   April 1991 - December 1995

Skills
Wealth Management, Asset Management, High Net Worth..., Financial Planning, Investments, Hedge Funds, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Estate Planning, Wealth, Equities, Fixed Income, Private Banking, Banking, Insurance, Securities, Options, Portfolios, Alternative Investments, Asset, Investment Strategies, Bonds, Retirement Planning, Bloomberg, Credit, Risk Management, Private Equity, Financial Analysis, Financial Advisory, Financial Modeling, Derivatives, ETFs, Finance, Wealth Management..., Investment Management

Education
College for Financial Planning   1996 — 2000
CFP

West Virginia University   1981 — 1985
Bachelors

J. Christopher Boyd, CFP® J. Christopher Boyd, CFP® Barnstable/Yarmouth, Massachusetts Area Details
J. Christopher Boyd, CFP®'s Lincoln Financial Group Experience October 1995 - March 2008
Job Asset Management Resources, LLC
Industry Investment Management
Experience
Asset Management Resources, LLC   January 2008 - Present
Something More with Chris Boyd   May 2007 - Present
AMR Insurance   July 1996 - Present
Lincoln Financial Group   October 1995 - March 2008
Bishop Feehan High School  September 1995 - June 1996
Matignon High School  September 1993 - June 1995
Prudential Insurance  October 1991 - October 1993
New York Life  January 1990 - October 1991

Education
College of the Holy Cross   1985 — 1988
BA, dual major: Philosophy, & Religious Studies

Jerica Mickens Jerica Mickens Greensboro, North Carolina Details
Jerica Mickens's Lincoln Financial Group Experience May 2010 - Present
Job Senior Claims Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   May 2010 - Present
Lincoln Financial Group   January 2010 - September 2012
American Express  February 2007 - January 2009
American Express  February 2007 - January 2009
INFONXX  September 2005 - January 2007

Skills
Management, Leadership, Time Management, Customer Service, Negotiation, Accounts Payable, Claim, Research, Real Estate, Insurance, Risk Management, Financial Services, Underwriting, Financial Analysis, Financial Risk, Process Improvement, Business Analysis, Life Insurance, Portfolio Management, Health Insurance

Education
Ben L. Smith High School

Cornell University
Project Management

Cornell University

High Point University, High
Biology; Veterinary Medicine

Kaplan University
Business Law

Michael Bolanis Michael Bolanis Washington D.C. Metro Area Details
Michael Bolanis's Lincoln Financial Group Experience January 2001 - January 2011
Job Independent Financial and Retirement Consultant seeking new opportunities
Industry Financial Services
Experience
SunTrust Investment Services  August 2013 - May 2015
MetLife  April 2012 - August 2013
Lincoln Financial Group   January 2001 - January 2011
Lincoln Financial Group   November 2005 - November 2009
Lincoln Financial Group   November 2001 - November 2005
Evergreen Investment Services   January 1999 - January 2000
PaineWebber  October 1997 - July 1999
Bolan's Candies   January 1994 - January 1997

Skills
Retirement Planning, Series 63, Series 7, Series 24, Investments, Retirement, Finance, Mutual Funds, Financial Services, Strategic Planning, Asset Management, IRAs, 401k, 403 b, 457 Plans

Education
Cornell University   1990 — 1994
BS, Hotel Administration

Shady Side Academy   1979 — 1990

Bridget Franklin Bridget Franklin Greater Omaha Area Details
Bridget Franklin's Lincoln Financial Group Experience June 2010 - Present
Job EDI Coordinator at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group   June 2010 - Present
Lincoln Financial Group   July 2005 - June 2010

Skills
Call Centers, Insurance, Health Insurance, Disability Insurance, Customer Service, Team Building, Term Life Insurance

Education
Cornell College   1998 — 2002
Bachelor of Arts (B.A.), Psychology/French

Bonnie Fee Bonnie Fee Greater Atlanta Area Details
Bonnie Fee's Lincoln Financial Group Experience December 2013 - Present
Job Benefits Specialist at Lincoln Financial Group
Industry Nonprofit Organization Management
Experience
Lincoln Financial Group   December 2013 - Present
Business Technology Architects  July 2011 - August 2013
Hands On Atlanta  September 2010 - July 2011
My Sister's House  August 2009 - December 2009
College of Charleston  January 2008 - August 2009
University of Georgia  January 2006 - May 2007

Skills
Leadership, Program Management, Fundraising, Volunteer Management, Non-profits, Management, Recruiting, Marketing, Project Coordination, Human Resources, Project Planning, Grant Writing, Time Management, Event Planning, Public Speaking, Claims Management, Disability Insurance, Employee Benefits, Employee Relations, Nonprofits, Community Outreach

Education
College of Charleston   2008 — 2009
MPA, Non-Profit Management

The University of Georgia   2003 — 2007
BS, Child Development and Policy

Bill Follmer Bill Follmer Greater Omaha Area Details
Bill Follmer's Lincoln Financial Group Experience July 2012 - January 2013
Job Manager, Applications Development at WoodmenLife
Industry Telecommunications
Experience
WoodmenLife  January 2013 - Present
Lincoln Financial Group   July 2012 - January 2013
West Corporation  October 2009 - March 2012
AT-Tech  July 2005 - September 2009
EDS Group  January 2000 - July 2005
Verizon  September 1991 - January 2000

Skills
Vendor Management, Telecommunications, VoIP, SDLC, IVR, Call Center, CTI, Business Analysis, Managed Services, Integration, Service Delivery, Data Center, Cloud Computing, Call Centers, Telephony, ITIL, Requirements Analysis, Testing, Oracle, Software Development, Enterprise Architecture, Access, SharePoint, IT Strategy, Leadership, Solution Architecture, IT Operations, CRM, Visio, Requirements Gathering, System Deployment, SaaS, Software Project..., Security, IT Management, PMP, Disaster Recovery, Management

Education
Colorado Technical University   1998 — 2000
Master of Science (MS), Information Technology, 4.0

Gary A. Cook Gary A. Cook Cornelius, North Carolina Details
Gary A. Cook's Lincoln Financial Group Experience August 1975 - August 1993
Job Retired and searching for another opportunity
Industry Financial Services
Experience
Internet Pipeline, Inc. (DBA iPipeline)   February 2002 - August 2015
The AIG Life Insurance Companies (U.S.)   June 1996 - February 2002
Self Employed  September 1993 - June 1996
Lincoln Financial Group   August 1975 - August 1993
US Army  May 1969 - August 1975

Skills
Writing, Insurance, Financial Planning, Marketing Research, Internet Research, Crystal Reports, Thought Leadership, Team Building, Strategic Financial..., Product Management, Product Development, Teaching, Fixed Annuities, Marketing, Life Insurance, Employee Benefits, Cross-functional Team..., Online Research, Business Analysis, Integration, SDLC, SaaS, Vendor Management, Management, Business Intelligence, CRM, Software Project..., Leadership, Sales Operations, Marketing Strategy, Enterprise Software, Strategy, Salesforce.com, Process Improvement, Strategic Partnerships, Budgets, Product Marketing, Mergers & Acquisitions, Competitive Analysis, Start-ups, Business Process..., Professional Services, Executive Management, Business Development, Sales, Program Management, Cloud Computing, E-commerce, Business Strategy, Team Leadership

Education
Concord Law School - Kaplan University   2005 — 2007
EJD, Traditional

The American College   1997 — 2000
MS, Financial Services

College for Financial Planning   1986 — 1988
CFP(R) Professional Education Program certification, Financial Planning and Services

William & Mary   1976 — 1976
towards MBA, Business

Georgia State University   1975 — 1975
towards MBA, Business

Indiana University of Pennsylvania   1965 — 1969
BS, Mathematics

Lincoln HS   1961 — 1965

Randy Weidner Randy Weidner Greater Denver Area Details
Randy Weidner's Lincoln Financial Group Experience April 2006 - July 2015
Job National Sales Manager Bonneville Denver
Industry Marketing and Advertising
Experience
Bonneville International  July 2015 - Present
Lincoln Financial Group   April 2006 - July 2015
Jefferson Pilot Communications  June 1990 - April 2006
Westinghouse Broadcasting  August 1984 - August 1985
Sunbelt Communications  November 1981 - August 1984

Skills
Radio, Radio Advertising, Media Buying, Broadcast, Media Planning, Advertising, Digital Media, Social Media Marketing, Sponsorship, Integrated Marketing, Sponsorship Sales, Marketing Strategy, Digital Marketing, New Business Development, Online Advertising, Sales, Radio Promotions, New Media, Social Networking, Radio Broadcasting, Marketing Communications, Sports Marketing, Media Sales, Account Management, Copywriting, Sales Presentations, Interactive Advertising, Media Strategy, Mobile Advertising, Direct Marketing, Mobile Marketing, Advertising Sales, Marketing, Lead Generation, Digital Strategy, Social Media, Online Marketing, Management, Email Marketing

Education
University of Colorado Colorado Springs   1979 — 1981
BS, Business, 3.2

Colorado Technical University   1977 — 1979
Associate's degree, Solar Energy Technology/Technician, 3.1

Janelle Roedan Janelle Roedan Philadelphia, Pennsylvania Details
Janelle Roedan's Lincoln Financial Group Experience August 2015 - Present
Job Marketing Specialist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   August 2015 - Present
Lincoln Financial Group   January 2015 - August 2015
Brand.com  May 2014 - January 2015
Center City Film & Video  August 2013 - May 2014
Temple University  January 2013 - May 2014
AM 1340 WHAT   July 2012 - July 2013

Skills
Marketing, Bilingual-English/Spanis..., New Media, Leadership, Market Analysis, Digital Media, Business Development, People-oriented, Advertising, Customer Satisfaction, Media Production, Content Strategy, Brand Awareness, Financial Market..., Marketing Strategy, Social Media Marketing

Education
Cornell University   2015 — 2015
Marketing Strategy

Temple University   2012 — 2014
Bachelor of Arts (B.A.), Broadcasting, Telecommunications and Mass Media

James Wilson James Wilson Greater Philadelphia Area Details
James Wilson's Lincoln Financial Group Experience November 2008 - Present
Job Retirement Plan Services
Industry Financial Services
Experience
Lincoln Financial Group   November 2008 - Present
Lincoln Financial Advisors  December 2002 - November 2008
Quakertown Alive   2006 - 2008
Quakertown Alive   2006 - 2008
SWB&R  June 1992 - October 2002

Education
Ursinus College   1978 — 1982
B.A.

College for Financial Planning   2009 — 2009
CRPC® Designation

Lauren (Briglia) Pryzbylkowski Lauren (Briglia) Pryzbylkowski Greater Philadelphia Area Details
Lauren (Briglia) Pryzbylkowski's Lincoln Financial Group Experience June 2008 - October 2011
Job Manager, Internal Communications at QVC
Industry Retail
Experience
QVC  September 2015 - Present
QVC  September 2012 - July 2015
QVC  October 2011 - August 2012
Lincoln Financial Group   June 2008 - October 2011
Lincoln Financial Group   August 2005 - June 2008

Skills
Business Strategy, Corporate Communications, Employee Engagement, Integrated Marketing, Internal Communications, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, Project Management, Strategic Communications, Strategy, Strategic Planning, Program Management, Organizational..., Creative Direction

Education
Villanova University   2009 — 2012
MBA

Cornell University   2001 — 2005
Bachelor of Science, Industrial and Labor Relations

Steve Roche Steve Roche Hartford, Connecticut Area Details
Steve Roche's Lincoln Financial Group Experience 2000 - 2006
Job Life and Annuity Product Management Professional
Industry Insurance
Experience
Prudential Financial  2013 - Present
Hartford Life  January 2006 - January 2013
Lincoln Financial Group   2000 - 2006
Lincoln Financial Group   1998 - 2000
CIGNA  1995 - 1998
CIGNA  1990 - 1995
Travelers Life & Annuity  1986 - 1990

Skills
Strategic Financial..., Competitive Intelligence, Retirement Planning, Retirement, Strategy, Reinsurance, Fixed Annuities, Marketing, Project Planning, Life Insurance, Business Strategy, Series 63, Product Development, Market Research, Financial Services, Insurance, Product Management, Disability Insurance, Wealth Management, Portfolio Management, Management, Series 6, Leadership, Project Portfolio..., Employee Benefits, Sales, FINRA, Variable Annuities, Series 7

Education
The University of Connecticut School of Business   1987 — 1990
MBA, Finance and Marketing

College of the Holy Cross   1982 — 1986
BA, Economics

Daniel Halter Daniel Halter Philadelphia, Pennsylvania Details
Daniel Halter's Lincoln Financial Group Experience May 2015 - Present
Job LPP Group Distribution Finance Associate at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group   May 2015 - Present

Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Management, Leadership, Public Speaking, Actuarial Science

Education
Temple University   2013 — 2015
BBA, Actuarial Science

Community College of Philadelphia   2012 — 2013
Business Administration

Ellen Kamm Ellen Kamm Hartford, Connecticut Area Details
Ellen Kamm's Lincoln Financial Group Experience 1999 - 2001
Job Senior Business Analyst at Majesco
Industry Computer Software
Experience
Majesco formerly SEGSoftware LLC   October 2006 - Present
ING Financial Services  2004 - 2006
Travelers Life and Annuity  2002 - 2004
Lincoln Financial Group   1999 - 2001
Financial Administrative Services   1995 - 1997
Kamm Financial Services   1991 - 1995
Aetna Life and Casualty  1982 - 1988

Skills
Business Analysis, Microsoft Office, SQL, Requirements Analysis, Customer Service, Agile Methodology, Analytics, Requirements Gathering

Education
College for Financial Planning
CFP Designation, Financial Planning, 90th or better percentile for all exams

H & R Block Tax Courses

The University of Connecticut School of Business
Master of Business Administration (M.B.A.), Finance

University of Connecticut
Bachelor’s Degree, Psychology, Graduated summa cum laude, member Phi Beta Kappa, Phi Kappa Phi and Alpha Lambda

Tonita Arthur Tonita Arthur Birmingham, Alabama Area Details
Tonita Arthur's Lincoln Financial Group Experience January 2009 - August 2010
Job Supervisory PrincipalTeam Lead
Industry Financial Services
Experience
BBVA Compass  January 2015 - Present
Morgan Stanley  April 2013 - January 2015
Merrill Lynch  November 2010 - April 2013
Lincoln Financial Group   January 2009 - August 2010

Skills
Series 7, Uniform Combined State..., Portfolio Management, Strategic Financial..., Alternative Investments, Asset Management, Financial Analysis, Financial Modeling, Bloomberg, Mutual Funds, Asset Allocation, Securities, Wealth Management, Fixed Income, Equities, Series 63, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Insurance, Estate Planning, Retirement, Management, Financial Services, Banking, Fixed Annuities, Investment Strategies, 401k

Education
College for Financial Planning   1992 — 1993
CFP, Financial Planning

UAB   1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General

Diane Wall Diane Wall Greater Chicago Area Details
Diane Wall's Lincoln Financial Group Experience August 1991 - Present
Job Sr.Systems Business Analysis at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   August 1991 - Present
Bally Manufacturing, Inc.   October 1986 - August 1991

Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Visio, Business Requirements, SDLC, Software Project..., Insurance, Process Improvement, Customer Service, Software Documentation

Education
College of DuPage   1980 — 1982

Downers Grove South High School   1976 — 1980

Rebecca Sotsky Rebecca Sotsky Greater New York City Area Details
Rebecca Sotsky's Lincoln Financial Group Experience June 2009 - June 2011
Job Associate Brand Manager at Dannon
Industry Consumer Goods
Experience
Danone North American Companies  January 2015 - Present
The Dannon Company  August 2013 - December 2014
The Dannon Company  June 2012 - August 2012
The GRAMMY Museum  March 2012 - April 2012
Lincoln Financial Group   June 2009 - June 2011
Lincoln Financial Advisors  September 2008 - August 2009
Lincoln Financial Distributors  August 2007 - August 2008
Mediacom  June 2006 - August 2006
Valley Heart Group   June 2004 - August 2005

Skills
Series 63, Marketing, Product Management, Financial Services, Retirement, Competitive Analysis, Strategic Planning, Business Development, Market Research, Investments, Financial Modeling, Marketing Strategy, Research, Series 6, New Product..., CRPC, Chartered Retirement..., Segmentation, Relationship Management, Brand Management, Customer Insight, Brand Awareness, Salesforce.com, Insurance, New Business Development, Social Media, Market Analysis

Education
University of Michigan - Stephen M. Ross School of Business   2011 — 2013
Master of Business Administration, Strategy and Marketing

Cornell University   2003 — 2007
Bachelor of Science, Policy Analysis & Management

Edgemont HS   1999 — 2003
High School Diploma

Greg Belhorn Greg Belhorn Columbus, Ohio Area Details
Greg Belhorn's Lincoln Financial Group Experience September 1997 - April 1999
Job Director of Operations at QMACS, Inc.
Industry Hospital & Health Care
Experience
QMACS, Inc.   May 2014 - Present
The Medical Group of Ohio (MGO)   May 2014 - Present
Midtown Obstetrics & Gynecology   July 2012 - May 2014
Mental Health America of Franklin County  August 2011 - July 2012
Belhorn Auctions   January 2004 - February 2012
American Lung Association of Ohio  July 2002 - July 2003
Volunteers of America of Greater Ohio  April 1999 - July 2002
Lincoln Financial Group   September 1997 - April 1999

Skills
Fundraising, Strategic Planning, Marketing, Community Outreach, Strategy, Project Management, Operations Management, Medical Billing, Healthcare Management, Medical Practice..., Medical Practice..., Financial Management..., Revenue Cycle Management, Multi-Site Experience, Executive Financial..., Development Of Employees, Creative Problem Solving, Social Media, Social Media Marketing, Mac, PC, Quickbooks, InDesign, Microsoft Office

Education
Ohio University   2013 — 2014
Master of Business Administration (MBA), Master of Business Administration

Heidelberg College   1993 — 1997
B.S., Physics, Music

Columbus State   2003 — 2004
General Classes, American Sign Language (ASL)

Pickerington High School   1989 — 1993

Lindsay Hanley, CRPS Lindsay Hanley, CRPS Greater Nashville Area Details
Lindsay Hanley, CRPS's Lincoln Financial Group Experience August 2013 - November 2014
Job Financial Professional
Industry Financial Services
Experience
VALIC  December 2014 - Present
Lincoln Financial Group   August 2013 - November 2014
The Retirement Advantage  July 2012 - August 2013
Alliance Benefit Group - Pentegra Retirement Services   August 2011 - July 2012
ING  February 2008 - January 2011
Mutual of America  March 2006 - February 2008
Ameriprise Financial Services, Inc.   January 2005 - March 2006

Skills
Defined Contribution, Defined Benefit, Series 7, Investments, Pensions, Mutual Funds, Retirement, 401k, 403 b, Series 66, Insurance, Annuities, Health, Disability Insurance, Annuity, Retirement Planning, Health Insurance, Securities, IRA's, Universal Life, Term Life Insurance, Financial Planning, Roth IRA, Whole Life, Wealth Management, Fixed Annuities, Equities, Fixed Income, IRAs, Strategic Financial..., Employee Benefits, Financial Planners, Estate Planning, ETFs, Series 63, Asset Management, Financial Advisory, Investment Advisory, Financial Services, FINRA, Retirement Plan..., Uniform Combined State...

Education
College for Financial Planning   2007 — 2007
Chartered Retirement Plans Specialist

Roger Williams University   1999 — 2004
BS, Biology

Kerryn Agyekum Kerryn Agyekum Greater Philadelphia Area Details
Kerryn Agyekum's Lincoln Financial Group Experience June 2012 - Present
Job AVP, Diversity Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   June 2012 - Present
Owens & Minor  September 2010 - June 2012
Turner Broadcasting  May 2005 - September 2010
Turner Entertainment  May 1999 - May 2005
Hallmark Cards  May 1998 - August 1998

Skills
Strategic Planning, Talent Management, Change Management, Employee Engagement, Internal Communications, Editing, Mentoring, Talent Acquisition, Public Speaking

Education
Spelman College   1995 — 1999
B.A, English / Creative Writing

Cornell University
Diversity Communications

Emory Learning Center
Copy-editing and Proofreading Certificate, Copy Editing/Proofreading Course

Proby Patel Proby Patel Greensboro, North Carolina Details
Proby Patel's Lincoln Financial Group Experience September 2015 - Present
Job Enterprise Storage Engineer at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group   September 2015 - Present
NetApp  November 2013 - September 2015
NetApp  September 2010 - November 2013
Ross University School of Medicine  2008 - 2009
GLOBAL HEALTHCARE EXCHANGE, LLC   June 2005 - August 2006
SUN MICROSYSTEMS, INC  January 1999 - January 2004

Skills
Solaris Zones, SAN, Data Center, Storage Area Networks, NetApp, Solaris, High Availability, Storage, Disaster Recovery, Performance Tuning, Red Hat Linux, VMware ESX, Unix, VMware, Servers, Storage Solutions, Operating Systems, Troubleshooting, System Deployment, Sun Cluster, EMC Storage, Virtualization, Oracle, Technical Support, System Administration, Fibre Channel, Storage Architecture, Sun, CRM, Cluster, Netbackup, Veritas Volume Manager, Enterprise Storage, Storage Management, Storage Virtualization, Brocade, Enterprise Software, DNS, Hardware, Cloud Computing, iSCSI, Oracle RAC, Enterprise Architecture, AIX, NAS, Veritas Cluster Server

Education
Ross University   2006 — 2010
Doctor of Medicine (M.D.)

Colorado College   1997 — 2001
B.B.A, Economics

Colorado College   1997 — 2001
B.B.A, Biology

Jane Yu Jane Yu New York, New York Details
Jane Yu's Lincoln Financial Group Experience June 2015 - August 2015
Job Student at Columbia University
Industry Financial Services
Experience
Lincoln Financial Group   June 2015 - August 2015
IFC Personal Money Managers   July 2014 - May 2015
Morgan Stanley  April 2015 - April 2015
Bank of America Merrill Lynch  April 2015 - April 2015
Columbia Student Calling Center   July 2014 - September 2014
Eastern Arts Connection   May 2014 - May 2014
Goldman Sachs  April 2014 - April 2014
Kumon  May 2013 - August 2013
Self Employed  August 2010 - August 2013
Bo-ai Hospital   July 2012 - August 2012

Skills
Adobe Creative Suite, Microsoft Office, Java, Teaching, Mentoring, Academic Tutoring

Education
Columbia University in the City of New York   2013 — 2017
Bachelor's Degree, Financial Economics and English

Hall High School   2009 — 2013
High School

Marla Katz Marla Katz Greater Philadelphia Area Details
Marla Katz's Lincoln Financial Group Experience October 2010 - Present
Job Marketing Director, Corporate Marketing at Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Group   October 2010 - Present
Lincoln Financial Group   July 2007 - November 2010
Lincoln Financial Distributors  September 2003 - July 2007
Independent Consultant  2003 - 2005
The Risk Management Association  February 1999 - September 2003
The Risk Management Association  1998 - 2003
Kappa Books, Inc.   1996 - 1998

Skills
Copywriting, Marketing Communications, Marketing, Email Marketing, Digital Marketing, Marketing Strategy, Strategic Planning, Internal Communications, Content Management, Event Planning, Strategic Communications, Project Management, Program Management, E-commerce, Strategy, Event Management, Trade Shows, Sales, Management

Education
Saint Joseph's University/Philadelphia Chapter of the American Marketing Association   2013 — 2013
Certificate in Marketing Excellence

Cornell University   2012 — 2013
Marketing Strategy for Business Leaders Certificate

Project Management Institute   2003 — 2003
Certificate

University of Rhode Island   1992 — 1996
B.A.

Harriton High School   1989 — 1992

Jon Myers Jon Myers Columbia City, Indiana Details
Jon Myers's Lincoln Financial Group Experience May 2007 - May 2015
Job President at Whitley County Economic Development Corporation
Industry Nonprofit Organization Management
Experience
Whitley County Economic Development Corporation   May 2015 - Present
Lincoln Financial Group   May 2007 - May 2015
Indiana Economic Development Corporation  February 2005 - January 2007
Indiana Republican Party  June 2003 - December 2004
Myers Tison Hockemeyer and McNagny   August 1995 - August 2003

Skills
Life Insurance, Privacy Compliance, Securities, Litigation, Corporate Law, Non-profits, Public Speaking, Strategic Planning, Mergers, Government, Public Policy, Economic Development, Project Management, Privacy Law, Information Security, Mergers & Acquisitions, Nonprofits, Contract Negotiation, Risk Management, Leadership, FINRA, Legal Writing, Commercial Litigation, Mediation, Arbitration, Estate Planning, Corporate Governance, Insurance, Program Management, Management, Due Diligence, Financial Services, Legal Research, Insurance Law, Securities Regulation, Policy, ERISA, Litigation Management, Licensing, Employment Law, Investment Company Act, Legal Compliance, Joint Ventures, Legal Advice, Intellectual Property, Trusts, Civil Litigation, Trademarks, Venture Capital, Legal Assistance

Education
Indiana University-Robert H. McKinney School of Law   1983 — 1986
JD, Law

University of Notre Dame   1979 — 1983
BA, Government and International Studies

Cornell University   2012 — 2012
Project Leadership Certificate, College of Engineering

Ray Huang Ray Huang Orange County, California Area Details
Ray Huang's Lincoln Financial Group Experience August 2003 - June 2004
Job Vice President, Credit Research at PIMCO
Industry Financial Services
Experience
PIMCO  March 2013 - Present
Green Street Advisors  July 2010 - March 2013
JPMorgan  June 2004 - July 2010
Lincoln Financial Group   August 2003 - June 2004

Skills
Investments, Valuation, Financial Modeling, Equities, Bloomberg, Equity Research, Financial Analysis, Fixed Income, Asset Managment, Portfolio Management, Securities, Competitive Analysis, Emerging Markets, Asset Management, Derivatives, Equity Valuation

Education
Cornell University   1999 — 2003
Bachelor of Science, Operations Research and Industrial Engineering

Tyrone C Tyrone C Greater Atlanta Area Details
Tyrone C's Lincoln Financial Group Experience July 2010 - April 2012
Job Training Supervisor at Centene Corporation
Industry Insurance
Experience
Centene Corporation  April 2014 - Present
Centene Corporation  April 2012 - April 2014
Lincoln Financial Group   July 2010 - April 2012
Aflac  June 2008 - July 2010
Aflac  August 2006 - June 2008
Aflac  November 2002 - August 2006

Skills
Flexible Spending..., Whole Life, Disability Insurance, Health Insurance, Group Medical, Claim, Insurance, Life Insurance, Brokers, General Insurance, Accident, Health Savings Accounts, Long Term Care Insurance, Long-term Care, Claims Management, 401k, Employee Benefits, Training, Fixed Annuities, Medicaid, Benefits Administration, Term Life Insurance, Dentistry, Medicare, Underwriting, Critical Illness

Education
Columbus State University   2007 — 2007
BBA, Business

Stephanie Fielding, CFA Stephanie Fielding, CFA Seattle, Washington Details
Stephanie Fielding, CFA's Lincoln Financial Group Experience 2004 - 2005
Job Senior Finance Manager Infrastructure at Amazon Web Services
Industry Retail
Experience
Amazon Web Services  August 2014 - Present
Amazon  November 2011 - August 2014
UGI Energy Services, Inc.   January 2011 - October 2011
UGI Corp.   July 2009 - March 2011
MissionPoint Capital Partners  June 2008 - August 2008
Delaware Investments  August 2005 - May 2007
Lincoln Financial Group   2004 - 2005
Delaware Investments  August 2003 - August 2004

Education
Columbia University - Columbia Business School
MBA

Yale University
BA, History

Daniel Schatz Daniel Schatz Austin, Texas Details
Daniel Schatz's Lincoln Financial Group Experience January 2004 - January 2006
Job Regional Director, DC Sales Intermediary Distribution at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors  September 2014 - Present
Voya Financial  April 2013 - September 2014
Great-West Financial  September 2008 - March 2013
Wells Fargo  March 2006 - September 2008
Lincoln Financial Group   January 2004 - January 2006
Lincoln Financial Group   April 2002 - January 2004
Lincoln Financial Advisors  November 1999 - April 2002
OppenheimerFunds  October 1998 - September 1999

Skills
Sales, Wealth Management, New Business Development, Mutual Funds, Retirement, Marketing Strategy, Series 63, 401k, Retirement Planning, Series 6, Investments, Financial Services, Series 7, Asset Allocation, Leadership

Education
Colorado State University   1995 — 1998
Bachelor of Arts (B.A.), Economics

Silvana Perelli Silvana Perelli Greater New York City Area Details
Silvana Perelli's Lincoln Financial Group Experience January 2014 - Present
Job Account Executive at Lincoln Financial Group
Industry Health, Wellness and Fitness
Experience
Lincoln Financial Group   January 2014 - Present
Lincoln Financial Group   April 2008 - Present
Belle Quaintrelle   January 2007 - Present
CancerCare  August 2002 - Present
Unum  June 2002 - September 2006

Skills
Budgets, Strategic Planning, Employee Benefits, Disability Insurance, Customer Service, Insurance, Microsoft Office, Life Insurance, Sales, Term Life Insurance, Benefits Administration, Brokers, Account Management, Marketing

Education
Colgate University   1998 — 2002

St Cecilia's

Kurt Meyer Kurt Meyer Greater Salt Lake City Area Details
Kurt Meyer's Lincoln Financial Group Experience August 2005 - September 2007
Job Vice President, Sales at The MGIS Companies, Inc.
Industry Insurance
Experience
The MGIS Companies, Inc.   March 2015 - Present
The MGIS Companies, Inc.   August 2014 - March 2015
The MGIS Companies, Inc.   April 2013 - July 2014
KM Consulting  October 2011 - March 2013
OneAmerica  2007 - 2011
Lincoln Financial Group   August 2005 - September 2007
The Baron Group   January 2004 - July 2005
The Guardian Life Insurance Co  1982 - 2002

Skills
Sales Management, Sales, Marketing, Management, Product Development, Business Operations, Strategy, Sales Operations, Account Management, Leadership, CRM, Training, Insurance, Forecasting, Budgets, Analysis, Project Management, Operations Management, Team Building, Customer Satisfaction, Enterprise Software, Strategic Planning, Marketing Communications, Employee Benefits, Executive Management, Process Improvement, New Business Development, Disability Insurance, Risk Management, Life Insurance

Education
Columbia University - Columbia Business School   1998 — 1998
Executive Program, Marketing Management

The George Washington University - School of Business   1979 — 1982
BBA, Accounting

Patryk Babiak Patryk Babiak Greater New York City Area Details
Patryk Babiak's Lincoln Financial Group Experience 2006 - 2007
Job
Industry Investment Management
Experience
Lincoln Financial Group   2006 - 2007
Lincoln Financial Group   2005 - 2006

Education
Cornell University   2001 — 2005

Michelle Wisner, FLMI, ARA, ACS Michelle Wisner, FLMI, ARA, ACS Syracuse, New York Area Details
Michelle Wisner, FLMI, ARA, ACS's Lincoln Financial Group Experience 1995 - 2000
Job Manager, Reinsurance at AXA US
Industry Financial Services
Experience
AXA Equitable  January 2004 - Present
Lincoln Financial Group   1995 - 2000

Skills
Operations Management, Financial Analysis, Business Analysis, Accounts Payable, Analysis, Account Reconciliation, Accounts Receivable, Financial Reporting, Customer Experience, Life Insurance, Reinsurance, Variable Annuities, Management, Insurance, Process Improvement, Risk Management, Financial Services, Business Process...

Education
Columbia College

Paul Aronson Paul Aronson Greater Atlanta Area Details
Paul Aronson's Lincoln Financial Group Experience 1990 - 2001
Job Senior Vice President Head of Origination Private Credit at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management  January 2014 - Present
ING Investment Management  January 2010 - Present
ING Investment Management  January 2004 - January 2010
ING  September 2001 - January 2004
Lincoln Financial Group   1990 - 2001
Merrill Lynch  1996 - 1997

Skills
Investments, Fixed Income, Asset Managment, Portfolio Management, Capital Markets, Structured Finance, Bonds, Asset Allocation, Structured Products, Financial Structuring, Credit Risk, Investment Banking, Hedge Funds, Financial Markets, Risk Management, Corporate Finance, Financial Risk, Credit Analysis, Trading, Investment Advisory, Private Placements, Project Finance, Financial Modeling, Investment Management, Investment Strategies, Asset Management, Financial Analysis, Alternative Investments, Due Diligence, Mergers & Acquisitions, Securities, Credit, Equities, Valuation, Restructuring, Management

Education
Cornell University - Johnson Graduate School of Management   1988 — 1990

Cornell University   1979 — 1983
BA, MBA, History, Finance

Deerfield Academy   1976 — 1979

Greg Rothschild Greg Rothschild Charleston, South Carolina Area Details
Greg Rothschild's Lincoln Financial Group Experience 2006 - Present
Job Registered Representative at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group   2006 - Present
USA TODAY  1998 - 2003

Education
College of Charleston
BS, Biology

G. Alexander Olowoyeye G. Alexander Olowoyeye Washington, District Of Columbia Details
G. Alexander Olowoyeye's Lincoln Financial Group Experience June 2006 - May 2009
Job Investment Professional
Industry Venture Capital & Private Equity
Experience
IFC - International Finance Corporation  July 2011 - Present
Discoverpoint Holdings   June 2010 - May 2011
The Abraaj Group  October 2010 - February 2011
E+Co  January 2010 - May 2010
ExxonMobil  July 2009 - September 2009
Lincoln Financial Group   June 2006 - May 2009

Skills
Credit Analysis, Value Chain Analysis, Valuation, Financial Analysis, Due Diligence, Analysis, Management Consulting, Negotiation, Private Equity, Financial Services, Financial Modeling, Project Finance, Investments, Economics, Corporate Finance, Quantitative Analytics, Capital Markets, Mergers, Equities, Bloomberg, Portfolio Management, Strategy, Finance

Education
Columbia University in the City of New York   2009 — 2011
Master of International Affairs, International Finance

Temple University - Fox School of Business and Management   2002 — 2006
Bachelor of Business Administration, Economics

Kevin Szelagowski Kevin Szelagowski Greater Chicago Area Details
Kevin Szelagowski's Lincoln Financial Group Experience April 2004 - July 2015
Job Area Executive Vice President at Insurance Point | Arthur J. Gallagher & Co.
Industry Insurance
Experience
Insurance Point Arthur J. Gallagher & Co.   August 2015 - Present
Lincoln Financial Group   April 2004 - July 2015

Skills
Term Life Insurance, Sales, Disability Insurance, Management, Customer Service, Insurance, Account Management, Life Insurance, Health Insurance, Underwriting, Leadership, Brokers, Employee Benefits

Education
College of the Holy Cross   1995 — 1999
Bachelor of Arts (B.A.), Economics

Ikenna Achi Ikenna Achi Greater New York City Area Details
Ikenna Achi's Lincoln Financial Group Experience 2006 - 2007
Job Investor Relations Manager at Rockwell Automation
Industry Investment Management
Experience
Rockwell Automation  January 2014 - Present
Rockwell Automation  June 2012 - January 2014
Laurus Capital Management  September 2007 - August 2010
Lincoln Financial Group   2006 - 2007

Skills
Valuation, Investments, Hedge Funds, Equities, Alternative Investments, Private Equity, Capital, Securities, Investment Operations, Analysis, Finance, Corporate Finance, Financial Reporting, Financial Analysis, Portfolio Management, Strategy

Education
Massachusetts Institute of Technology - Sloan School of Management   2010 — 2012
Master of Business Administration (MBA)

Cornell University   2002 — 2006

George Washington High school

George Washington Highschool

Zach Bauer Zach Bauer Greater Philadelphia Area Details
Zach Bauer's Lincoln Financial Group Experience July 2004 - June 2006
Job Senior Analyst at Logan Circle Partners, Fortress Investment Group
Industry Investment Management
Experience
Logan Circle Partners, Fortress Investment Group   February 2010 - Present
Logan Circle Partners  November 2007 - February 2010
Delaware Investments  June 2006 - October 2007
Lincoln Financial Group   July 2004 - June 2006

Skills
Fixed Income Analysis, Fixed Income, Fixed Income Portfolio..., High Yield, High Yield Bonds, Distressed Debt, Investment Management, High Grade, Equity Research, Investment Valuation, Valuation Modeling, DCF Valuation, Company Valuation, Credit Analysis, Credit Derivatives, Qualitative Research, Quantitative Research, Enterprise Valuation, Relative Value, Relative Value Trading, Total Return, Return on Investment, Consumer Products, Gaming Industry, Casino Gaming, Food & Beverage, Consumer, Research, Restaurants, Retail, Lodging, Leisure Industry, Tobacco Industry

Education
Cornell University   2000 — 2004
BS, Applied Economics & Management (Charles H. Dyson School)

CFA Institute
CFA Charterholder

Josh Morse Josh Morse Alpharetta, Georgia Details
Josh Morse's Lincoln Financial Group Experience 2007 - 2011
Job Chief Operating Officer, at IBX
Industry Insurance
Experience
IBX  2015 - Present
IBX  2013 - June 2015
IBX  August 2011 - December 2013
Lincoln Financial Group   2007 - 2011
Sun Life Financial  2001 - 2007

Skills
Group Benefits, Disability Insurance, Dental, Health Insurance, Insurance, Underwriting, Salesforce.com, Stop Loss, Employee Benefits, Life Insurance, Term Life Insurance, Long-term Care, Brokers, Group Insurance, 401k, Fixed Annuities, Health Savings Accounts, Group Life, Process Optimization, Claims Management, Insurance Brokerage, Sales

Education
College of the Holy Cross   1996 — 2000
Bachelor's degree, Political Science and Government

Ryan Stauffer Ryan Stauffer Fort Wayne, Indiana Details
Ryan Stauffer's Lincoln Financial Group Experience December 2014 - Present
Job RFP Team Leader
Industry Financial Services
Experience
Lincoln Financial Group   December 2014 - Present
Lincoln Financial Group   October 2013 - December 2014
WaterFurnace International  December 2005 - October 2013

Skills
Product Development, New Business Development, Sales, Management, Sales Management, Marketing Strategy, Strategic Planning, Account Management, Marketing, Business Development, Team Building, Energy Conservation, Business Planning, Customer Service, Analysis, Competitive Analysis, HVAC, Renewable Energy, Energy Efficiency, Marketing Communications, Sales Operations, Project Management, Business Strategy, Team Leadership

Education
LFG Continuous Improvement Program   2014 — 2015
Green Belt Certification, Lean Six Sigma

ASPPA   2014 — 2014
Retirement Plan Fundamentals, RPF-1 & RPF-2

College for Financial Planning   2014 — 2014
Chartered Retirement Plans Specialist, CRPS

Indiana Wesleyan University   2007 — 2009
Master of Business Administration, Specialization in Applied Management

Indiana University—Purdue University Fort Wayne   2001 — 2005
Bachelor of Science in Business, Marketing and Management

Charlie Armstrong Charlie Armstrong Greater Philadelphia Area Details
Charlie Armstrong's Lincoln Financial Group Experience August 2010 - December 2012
Job SVP, Branding and Communcations at Manulife
Industry Financial Services
Experience
Manulife  October 2014 - Present
Senior Brand Strategist   January 2013 - September 2014
Lincoln Financial Group   August 2010 - December 2012
AIG  June 2002 - August 2010
Ogilvy & Mather  August 1984 - June 2002

Skills
Integrated Marketing, Strategic Communications, Corporate Communications, Marketing Communications, Digital Marketing, Marketing, Digital Strategy, Financial Services, Direct Marketing, Advertising, Leadership, Strategic Planning, Copywriting, Social Media, Media Relations, Marketing Strategy, Crisis Communications, Budgets, Public Relations, Marketing Research, Strategy, CRM, Sponsorship, Brand Management, Brand Development, Event Planning, Cross-functional Team..., Analytics, B2B, Competitive Analysis, Email Marketing, Strategic Partnerships, Segmentation, Product Marketing, Lead Generation, Management, B2B Marketing, Market Research, Online Marketing, Online Advertising, Mobile Marketing, Customer Acquisition, Social Media Marketing

Education
Cornell University
BA, Government, American Studies

David Berkowitz David Berkowitz Greater Philadelphia Area Details
David Berkowitz's Lincoln Financial Group Experience October 2012 - Present
Job President, Lincoln Financial Network at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   October 2012 - Present
Lincoln Financial Group   2003 - 2012
Merrill Lynch  1996 - 2003
KPMG Peat Marwick  1986 - 1996

Education
Columbia University - Columbia Business School   1994 — 1996
MBA, Finance

Drexel University - LeBow College of Business   1981 — 1986
BS, Accounting

George Washington High School   1977 — 1981
High School

Meghan Scursso Meghan Scursso Hartford, Connecticut Area Details
Meghan Scursso's Lincoln Financial Group Experience June 2008 - October 2011
Job Product Manager at Prudential Financial
Industry Insurance
Experience
Prudential Financial  October 2011 - Present
Lincoln Financial Group   June 2008 - October 2011
Lincoln Financial Group   2006 - 2008

Skills
Insurance, Series 6, Variable Annuities, Retirement Planning, Underwriting, Financial Services, Mutual Funds, Retirement, Fixed Annuities, Requirements Gathering, Competitive Analysis, Business Analysis, Business Process..., Relationship Management

Education
The University of Connecticut School of Business   2007 — 2011
MBA, Finance, Management

College of the Holy Cross   2000 — 2004
BA

Alice Utter Alice Utter Greater Chicago Area Details
Alice Utter's Lincoln Financial Group Experience June 1981 - August 2005
Job Application Developer at LIDP Consulting Services
Industry Computer Software
Experience
LIDP Consulting Services  September 2013 - Present
Illinois Department of Human Services  December 2011 - September 2013
Information Development Consultants   May 2006 - January 2008
Lincoln Financial Group   June 1981 - August 2005

Skills
Project Management, Team Leadership, Microsoft Excel, COBOLII, Microsoft Word, Microsoft Office, Program Management

Education
College of DuPage
AAS

SetFocus

North Central College
BA

Karen Faber Karen Faber Greater Milwaukee Area Details
Karen Faber's Lincoln Financial Group Experience May 2013 - April 2015
Job Sales Coordinator at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group   May 2013 - April 2015
Lincoln Financial Group   January 2006 - May 2013
A. N Ansay & Associates, Inc.   August 1998 - January 2006

Skills
Employee Benefits, Account Management, Customer Service, Customer Relations, Word, Excel, Microsoft Office, Employee Relations, Disability Insurance, Outlook, Dental, Health Insurance, General Insurance, Accounting, Benefits Administration, Retail, Team Leadership, Customer Satisfaction, Process Improvement, Insurance, Term Life Insurance, 401k, Dentistry, Life Insurance, Microsoft Excel

Education
Concordia University-Wisconsin   1987 — 1991
BA, Business & Accounting

Robbie Fisk, FLMI Robbie Fisk, FLMI Greater Boston Area Details
Robbie Fisk, FLMI's Lincoln Financial Group Experience March 2014 - Present
Job Business Strategy Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   March 2014 - Present
Lincoln Financial Group   September 2012 - March 2014
Lincoln Financial Group   September 2011 - September 2012
Lincoln Financial Group   August 2010 - September 2011
Charles Schwab  June 2009 - August 2010

Skills
Process Improvement, Leadership, Strategic Planning, Management, Project Management, Customer Experience, Business Intelligence, Business Continuity..., Team Leadership, Project Planning, Customer Service, Analysis, Time Management, Vendor Management, Business Analysis, Insurance, Call Centers, Business Process...

Education
Cornell University
Certificate in Project Leadership

University of North Carolina at Greensboro   2005 — 2009
Bachelor of Science

Macquarie University   2008 — 2008

Université Jean Moulin (Lyon III)   2007 — 2007

Anthony Giolli Anthony Giolli Greater Chicago Area Details
Anthony Giolli's Lincoln Financial Group Experience March 2003 - December 2004
Job Analyst US Transfer Agency
Industry Banking
Experience
Northern Trust Corporation  December 2009 - Present
Northern Trust  December 2004 - December 2009
Lincoln Financial Group   March 2003 - December 2004
Bloomingdale Bank and Trust   November 2001 - December 2002

Skills
Fixed Income, Equities, Mutual Funds, Securities, Banking, Financial Services, Investments, Alternative Investments, Financial Markets, Back Office, Customer Service, Client Services

Education
Roosevelt University   1999 — 2001
BS, Finance

College of DuPage   1997 — 1999
Associate of Arts (AA), General Studies

Joshua Leinbach Joshua Leinbach Fort Wayne, Indiana Area Details
Joshua Leinbach's Lincoln Financial Group Experience July 2009 - October 2014
Job Implementation Analyst
Industry Financial Services
Experience
Broadridge Financial Solutions  October 2014 - Present
U.S. Army   August 2012 - Present
Lincoln Financial Group   July 2009 - October 2014
U.S. Marine Corps   July 2001 - April 2009

Skills
Military Experience, Military, DoD, Security, Security Clearance, Customer Service, Leadership, Microsoft Office, Microsoft Excel, Army, Command

Education
Cornell University   2012 — 2012
Certificate of Project Leadership, Project Leadership, 4.0

Indiana Institute of Technology   2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7

Park University   2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.7

Travis Kraick Travis Kraick Fort Wayne, Indiana Area Details
Travis Kraick's Lincoln Financial Group Experience December 2007 - July 2009
Job Contract Specialist at 122nd Fighter Wing, Fort Wayne IAP, IN ANG
Industry Defense & Space
Experience
122nd Fighter Wing, Fort Wayne IAP, IN ANG   July 2009 - Present
Lincoln Financial Group   December 2007 - July 2009
122nd Fighter Wing, Fort Wayne IAP, IN ANG   August 2002 - July 2009

Skills
DoD, Strategic Planning, Process Improvement, Military, Team Building, Program Management, Aircraft, Leadership, Security Clearance

Education
Indiana University—Purdue University Fort Wayne   2003 — 2008
Business

Community College of the Air Force   2002 — 2008
Associate's, Aviation Maintenance Technology

Maura Driscoll Egan Maura Driscoll Egan Greensboro, North Carolina Details
Maura Driscoll Egan's Lincoln Financial Group Experience January 2013 - Present
Job AVP, New Business Development at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group   January 2013 - Present
CME Group  June 2011 - March 2012
Galt & Company  September 2005 - June 2011
Colden Capital Management LLC   July 2001 - May 2003
Colden Capital Management LLC   July 2000 - July 2001

Skills
Strategic Planning, Business Strategy, Financial Analysis, Financial Modeling, International Strategy, Global Strategy..., Strategic Thinking, Banking, Financial Services, Consumer Products, Cross-functional Team..., Teamwork, Strategic Communications, Relationship Management, Strategy, Mergers & Acquisitions

Education
The University of Chicago   2003 — 2005
MBA, Finance, Accounting, Entrepreneurship

Cornell University   1996 — 2000
BS, Operations Research and Industrial Engineering

Stephanie Bigwood, MBA, CFP®, ChFC®,CLU®, EA®,CAP® Stephanie Bigwood, MBA, CFP®, ChFC®,CLU®, EA®,CAP® Baltimore, Maryland Area Details
Stephanie Bigwood, MBA, CFP®, ChFC®,CLU®, EA®,CAP®'s Lincoln Financial Group Experience August 2004 - February 2012
Job Managing Principal & CEO at Goldsborough Capital Management, LLC
Industry Investment Management
Experience
Goldsborough Capital Management, LLC   March 2012 - Present
Goldsborough Tax and Accounting Services, LLC   December 2010 - Present
Lincoln Financial Group   August 2004 - February 2012
Lombard Securities Incorporated and Lombard Advisers Incorporated   May 1995 - August 2004
First Fidelity Brokerage (now Wells Fargo Advisors; was Balt. Bancorp Inv. Svcs)   May 1991 - May 1995
Maryland National Financial Corp. (now Bank of America)   January 1987 - May 1991
The Robinson-Humphrey Company, Inc.   May 1984 - November 1986
Alex Brown and Sons, Inc.   June 1981 - May 1984
Integon Corporation  July 1980 - June 1981
SunTrust Bank (formerly known as Trust Company Bank)   May 1975 - June 1980

Skills
Investments, Investment Advisory, Financial Advisory, Wealth Management, High Net Worth..., Securities, Strategic Financial..., Estate Planning, Retirement Planning, Charitable Gift Planning, Options Strategies, Tax Preparation, Tax Accounting, Accounting, Tax, Financial Analysis, Financial Reporting, Mutual Funds, Series 7, Series 24, Series 65, 401k, 403 b, Insurance, Defined Contribution..., Defined Benefit Plans, Individual Retirement..., Annuities, Succession Planning, Financial Writing, Elder Care, Finance, Fixed Annuities, Investment Management, Financial Planners, Financial Services, Portfolio Management, Fixed Income, Risk Management, Bonds, Financial Planning, Pensions, IRAs

Education
University of Baltimore   2011 — 2015
pursuing M.S., Taxation

The American College   1991 — 2013
ChFC®, CLU®, CAP®, Insurance, Investments, Financial Planning, Charitable Giving

Towson University   2010 — 2010
Took courses toward M.S. degree, Accounting and Business Advisory Services

College for Financial Planning   1987 — 2008
RP®, CFP®, CRPC®, Personal Financial Planning; Retirement Planning

Georgia State University - J. Mack Robinson College of Business   1976 — 1980
MBA, Finance

Florida Southern College   1972 — 1975
BS, Magna Cum Laude, Finance, Economics double major

Lakeland Senior High School   1970 — 1972
Diploma, Honors program; college prep.

Bethesda-Chevy Chase Senior High School   1969 — 1970
Honors program; Pilot program

CFA Institute
Have passed Level I of the CFA Program.

Deborah Maynard Deborah Maynard Fort Wayne, Indiana Area Details
Deborah Maynard's Lincoln Financial Group Experience 2006 - 2014
Job Board of Directors, Treasurer, Westwind ROC, Dunedin, FL
Industry Financial Services
Experience
Lincoln Financial Group   2006 - 2014
Lincoln Financial Group   2004 - 2006
Lincoln Financial Group   2003 - 2004
Lincoln Financial Group   2002 - 2004
Lincoln Financial Group   1997 - 2002
Lincoln Financial Group   1994 - 1997
Lincoln Financial Group   1990 - 1994

Skills
Documentation, Insurance, Process Improvement, Customer Service, Customer Relations

Education
Indiana University—Purdue University Fort Wayne   1993 — 1997
Series 6 & 26, English

Indiana University—Purdue University Fort Wayne   1991 — 1997
B.A., English

Cornell University
Leadership Series

Christopher J. Kane, MBA, AAMS® Christopher J. Kane, MBA, AAMS® Greater Boston Area Details
Christopher J. Kane, MBA, AAMS®'s Lincoln Financial Group Experience November 2014 - Present
Job Premier Partner Representative at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   November 2014 - Present
Claremont Financial Services/Raymond James Financial Inc.   November 2012 - August 2014
Claremont Savings Bank  October 2011 - November 2012
Knights of Columbus  November 2010 - April 2012
Confraternity of Our Lady Queen of Peace, NPO   May 2009 - June 2010
Franciscan University  June 2008 - December 2009
Sable Oaks Golf Club   March 2006 - November 2006
SCPGA   2004 - 2004

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Team Leadership, Banking, Retail, Leadership, Public Speaking, Team Building, Budgets, Coaching, Marketing, Training, Management, Strategic Planning, Recruiting, Social Media, Event Planning

Education
College for Financial Planning   2014 — 2015
AAMS®, Accredited Asset Management SpecialistSM

New Hampshire School of Banking   2012 — 2012
General Banking Certificate, Banking and Financial Support Services, A

Franciscan University of Steubenville   2007 — 2010
MBA, Business

Springfield College   2001 — 2005
B.S., Sports Management

Vickie Doenges Vickie Doenges Fort Wayne, Indiana Area Details
Vickie Doenges's Lincoln Financial Group Experience January 1994 - January 1998
Job Student Medical Billing and Coding
Industry E-Learning
Experience
IBM Global Services  March 2007 - March 2010
IBM Global Services  February 1998 - February 2007
Lincoln Financial Group   January 1994 - January 1998

Skills
Outlook, Word, Excel, PowerPoint, Medical Terminology, ICD-9, CPT-4, HCPCS, QuadraMed Quantim...

Education
Colorado Technical University-Online   2010 — 2012
Associates of Science in Medical Billing and Coding, Medical Billing and Coding, 3.9

Ivy Tech Community College   1999 — 2001
Information Technology

Nora Jacobson, ACS Nora Jacobson, ACS Rolling Meadows, Illinois Details
Nora Jacobson, ACS's Lincoln Financial Group Experience July 1996 - Present
Job New Business Associate at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group   July 1996 - Present
Lincoln Financial Group   1996 - 2015
Lincoln Financial Group   1996 - 2015
Lincoln Financial Group   1996 - 2015
Ambassador Animal Hospital LTD   April 1996 - July 1996
Montell & Rossi Public Relations LTD.   August 1988 - April 1996
WKQX-FM Q101   1984 - 1989

Skills
Insurance, Customer Service, Marketing, Administrative..., New Business Development, Leadership, Training, Process Improvement, Public Speaking, Team Building, Sales, Underwriting, Time Management, Team Leadership, Customer Satisfaction, Case Managment, Data Analysis, Strategic Planning, Account Management, Administrative Support, Customer Engagement, Case Management, Life Insurance

Education
Columbia College Chicago   1983 — 1987
BA, Television

Robert Ravier Robert Ravier Durham, North Carolina Details
Robert Ravier's Lincoln Financial Group Experience May 2011 - August 2011
Job Graduate Student Researcher/Instructor at Duke University
Industry Research
Experience
Duke University  January 2015 - Present
Duke University  August 2014 - Present
Duke University  August 2013 - December 2013
Cornell University  March 2012 - July 2013
Cornell University Department of Mathematics   August 2010 - May 2013
Northern Arizona University  May 2012 - July 2012
Lincoln Financial Group   May 2011 - August 2011
PPL Corporation  May 2010 - August 2010

Skills
Tutoring, Lecturing, C++, C, Java, Matlab, VBA, LaTeX, Actuarial Exams

Education
Duke University   2013 — 2018
Doctor of Philosophy (PhD), Mathematics

Cornell University   2009 — 2013
Bachelors of Arts, Mathematics

Lehigh University   2008 — 2009
General Studies

Elliott A Herman Elliott A Herman West Palm Beach, Florida Area Details
Elliott A Herman's Lincoln Financial Group Experience March 2001 - November 2010
Job Franklin Academy
Industry Financial Services
Experience
Palm Beach County School District  March 2013 - Present
Lincoln Financial Group   March 2001 - November 2010
Kaufmann Fund   October 1999 - November 2000
Vanguard Group  June 1993 - October 1999

Skills
Strategic Financial..., Team Building, Retirement, Employee Benefits, Sales, Management, Marketing, Investments, Analysis, Training, Leadership, Strategic Planning, Budgets, Financial Planning

Education
College for Financial Planning   2000 — 2003
Master's degree, Financial Planning

West Virginia University   1985 — 1989
BA, Pre-Law, Minors in English & Psychology

Michael Weaklend Michael Weaklend Greater Omaha Area Details
Michael Weaklend's Lincoln Financial Group Experience March 2015 - Present
Job IT Security Engineer and Vendor Management Analyst
Industry Financial Services
Experience
Lincoln Financial Group   March 2015 - Present
Bank of the West  March 2010 - March 2015
NetWork Center  2008 - 2010

Skills
Risk Management, Disaster Recovery, Project Management, Information Security..., Wireless Security, Mobile Devices, Policy Analysis, Vendor Management, Patch Management, IT Management, SharePoint, PMP, Information Technology, Software Documentation, Information Security..., PCI DSS, Vulnerability Management, Business Continuity, Information Security, Security, Network Security, Banking

Education
Concordia College

Minnesota State Community and Technical College

Melissa Brabham Orr Melissa Brabham Orr Greater Nashville Area Details
Melissa Brabham Orr's Lincoln Financial Group Experience August 2008 - December 2009
Job Account Executive Large Group at Humana
Industry Insurance
Experience
Humana  October 2011 - April 2013
Humana  February 2010 - October 2011
Lincoln Financial Group   August 2008 - December 2009
The Standard  June 2006 - June 2008
MetLife  June 2003 - June 2006

Education
College of Charleston   1998 — 2002
Bachelor of Arts, Communications

E Lawrence Smith, CRPC ®, CRPS ® E Lawrence Smith, CRPC ®, CRPS ® Dallas/Fort Worth Area Details
E Lawrence Smith, CRPC ®, CRPS ®'s Lincoln Financial Group Experience November 2011 - September 2014
Job Registered Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors  September 2014 - Present
Strategic Wealth Partners  September 2014 - Present
Lincoln Financial Group   November 2011 - September 2014
JPMorgan Chase  June 2008 - November 2011

Skills
Retirement Income..., Retirement, Team Leadership, Series 63, Business Analysis, Operations Management, Customer Retention, Coaching, Sales Operations, Training, Marketing, Sales, Insurance, Retirement Planning, Series 6, Customer Service, Public Speaking, Business Strategy, Series 7, Public Relations, Uniform Combined State..., Fixed Annuities, Leadership, Financial Advisory

Education
College for Financial Planning   2013 — 2014

Paul Quinn College
Bachelors of Science, Business Administration

Emily S. Potter Emily S. Potter San Francisco, California Details
Emily S. Potter's Lincoln Financial Group Experience August 2003 - September 2006
Job Sr. Manager, Marketing Analytics at Salesforce.com
Industry Marketing and Advertising
Experience
Salesforce.com  November 2012 - Present
Salesforce.com  October 2011 - October 2012
Statistics Norway  June 2010 - June 2011
GESD Capital Partners  November 2006 - December 2008
Lincoln Financial Group   August 2003 - September 2006

Skills
Financial Analysis, Valuation, Financial Modeling, Economics, Business Strategy, Data Analysis, Research, Corporate Finance, Statistics, Microsoft Excel, Finance, Management, Forecasting, Mergers & Acquisitions

Education
Universitetet i Oslo (UiO) / University of Oslo   2009 — 2011
M.Phil., Environmental Economics

Cornell University   1999 — 2003
BS, Applied Economics Management

Theresa Greskoviak Theresa Greskoviak Itasca, Illinois Details
Theresa Greskoviak's Lincoln Financial Group Experience 2003 - 2009
Job Healthcare & Retirement Benefits Analyst
Industry Financial Services
Experience
Lincoln Financial Group   2003 - 2009
Solucient, LLC  1996 - 2001
CIGNA Healthcare  July 1987 - June 1996

Skills
Leadership, Insurance, Microsoft Excel, Customer Service, Access, Analysis, Employee Benefits, 401k, Financial Analysis, Retirement, Retirement Planning, Software Documentation

Education
Concordia University Chicago   1993 — 1996
Bachelor's Degree, Business Administration and Management, General

Kimberly Neubauer Kimberly Neubauer Palatine, Illinois Details
Kimberly Neubauer's Lincoln Financial Group Experience 1995 - 2004
Job Senior Life Underwriter
Industry Insurance
Experience
Home Based Office  December 2009 - Present
Lincoln Financial Group   1995 - 2004
Federal Kemper   June 1989 - June 1995

Skills
Underwriting, Customer Service, Microsoft Excel, Life Insurance, Leadership

Education
Illinois State University   1987 — 1989
Bachelor of Applied Science (B.A.Sc.), Medical Records Administration

College of DuPage   1985 — 1987
Associate of Science (A.S.), Health Information/Medical Records Technology/Technician

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