Lincoln Financial Network
Description
Address: 1300 S Clinton St, Fort Wayne, IN 46802 Hours: Open ⋅ Closes 5PM Tuesday8:15AM–5PMWednesday8:15AM–5PMThursday8:15AM–5PMFriday8:15AM–5PMSaturdayClosedSundayClosedMonday8:15AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (877) 275-5462Website: : Category: : : Place name: : : : Website: https://www.lfg.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a question See all questions (5) Popular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : Live: Busier than usual6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lincoln Financial Group Posting publicly on the Web Write a review Reviews"Great company 2 Work 4 & also Great company 2 have WORK 4 YOU. 👏👍" "Waited in there for bus ." "Two great financial institution" View all Google reviews
Lincoln Financial Network List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lincoln Financial Network. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Lincoln Financial Network Salaries. You can even request information on how much does Lincoln Financial Network pay if you want to. Learn about salaries, pros and cons of working for Lincoln Financial Network directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
23 Lincoln Financial Network employees in database. Find out everything there's to know about Lincoln Financial Network 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 Network Employees
Employee
Years
Job
Industry
Karen Colby Karen Colby's Lincoln Financial Network Experience October 1984 - January 2015
Job Senior Marketing Consultant, Strategic Solutions and Partner Marketing, Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group January 2015 - Present
Lincoln Financial Network October 1984 - January 2015
Skills
Business Analysis, Mutual Funds, Strategic Financial..., Portfolio Management, Wealth Management, Management, Insurance, Securities, Investments, Process Improvement, Series 7, Project Management, Corporate Website...
Education
Plymouth State University 1979 — 1983
Bachelor's degree, Business Administration/Marketing
Lincoln Financial Group January 2015 - Present
Lincoln Financial Network October 1984 - January 2015
Skills
Business Analysis, Mutual Funds, Strategic Financial..., Portfolio Management, Wealth Management, Management, Insurance, Securities, Investments, Process Improvement, Series 7, Project Management, Corporate Website...
Education
Plymouth State University 1979 — 1983
Bachelor's degree, Business Administration/Marketing
John Forrest John Forrest's Lincoln Financial Network Experience October 2010 - February 2012
Job Managing Director, National Accounts at Brinker Capital
Industry Financial Services
Experience
Brinker Capital October 2013 - Present
Symetra Investment Services March 2012 - July 2013
Lincoln Financial Network October 2010 - February 2012
OppenheimerFunds May 2001 - February 2009
Mass Mutual Financial Group, MML Investors Services,Inc August 1983 - May 2001
Federated Investors, Inc. 1982 - 1983
Skills
Business Development, Sales Management, Relationship Management, Retention Strategies, Training, Public Speaking, Event Planning, Series 24, Series 7, Series 65
Education
Slippery Rock University of Pennsylvania 1976 — 1979
Masters in Education, Alternative Education
Slippery Rock University of Pennsylvania 1971 — 1979
Bachelor of Arts (BA), Economics and Business
Brinker Capital October 2013 - Present
Symetra Investment Services March 2012 - July 2013
Lincoln Financial Network October 2010 - February 2012
OppenheimerFunds May 2001 - February 2009
Mass Mutual Financial Group, MML Investors Services,Inc August 1983 - May 2001
Federated Investors, Inc. 1982 - 1983
Skills
Business Development, Sales Management, Relationship Management, Retention Strategies, Training, Public Speaking, Event Planning, Series 24, Series 7, Series 65
Education
Slippery Rock University of Pennsylvania 1976 — 1979
Masters in Education, Alternative Education
Slippery Rock University of Pennsylvania 1971 — 1979
Bachelor of Arts (BA), Economics and Business
Nathan Goodwin Nathan Goodwin's Lincoln Financial Network Experience September 2007 - Present
Job Product Manager, Corporate RIA
Industry Financial Services
Experience
Signator Investors, Inc. July 2013 - Present
Lincoln Financial Network September 2007 - Present
Oce Corporate Printing Division October 2006 - September 2007
Bank of America December 2004 - July 2006
Putnam Investments April 2000 - January 2004
Fidelity Investments August 1998 - September 1999
Skills
Relationship Management, Practice Management, Product Research, General Sales Support, Business Networking, Consultative Sales..., Boston Sports Knowledge, Market Research, Sports, Strategic Partnerships, Sales, Alternative Investments, Marketing, Business Development, Wealth Management, Training, Finance, Management, Leadership, Financial Services, Series 7, Series 63, Investments
Education
Saint Anselm College 1991 — 1995
BA, Criminal Justice
Saint John's Prep, Danvers, MA 1987 — 1991
Signator Investors, Inc. July 2013 - Present
Lincoln Financial Network September 2007 - Present
Oce Corporate Printing Division October 2006 - September 2007
Bank of America December 2004 - July 2006
Putnam Investments April 2000 - January 2004
Fidelity Investments August 1998 - September 1999
Skills
Relationship Management, Practice Management, Product Research, General Sales Support, Business Networking, Consultative Sales..., Boston Sports Knowledge, Market Research, Sports, Strategic Partnerships, Sales, Alternative Investments, Marketing, Business Development, Wealth Management, Training, Finance, Management, Leadership, Financial Services, Series 7, Series 63, Investments
Education
Saint Anselm College 1991 — 1995
BA, Criminal Justice
Saint John's Prep, Danvers, MA 1987 — 1991
Seth Wolnek Seth Wolnek's Lincoln Financial Network Experience January 2015 - Present
Job VP, Lincoln Financial Network
Industry Financial Services
Experience
Lincoln Financial Network January 2015 - Present
Lincoln Financial Network January 2012 - January 2015
Lincoln Financial Network January 2000 - December 2012
Lincoln Financial Group 1997 - 2011
Skills
Retirement, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Securities, Investment Advisory, Series 7, Succession Planning, Strategic Planning, Public Speaking, Microsoft Office, Trusts, Insurance, Investments, Financial Planning, Annuities, Asset Management, Non-profits, Portfolio Management, Asset Allocation, Fundraising, Excel, Financial Advisory, Financial Services
Education
Touro College Jacob D. Fuchsberg Law Center 1990 — 1993
JD, Law
American University 1987 — 1990
BA, Political Science
Lincoln Financial Network January 2015 - Present
Lincoln Financial Network January 2012 - January 2015
Lincoln Financial Network January 2000 - December 2012
Lincoln Financial Group 1997 - 2011
Skills
Retirement, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Securities, Investment Advisory, Series 7, Succession Planning, Strategic Planning, Public Speaking, Microsoft Office, Trusts, Insurance, Investments, Financial Planning, Annuities, Asset Management, Non-profits, Portfolio Management, Asset Allocation, Fundraising, Excel, Financial Advisory, Financial Services
Education
Touro College Jacob D. Fuchsberg Law Center 1990 — 1993
JD, Law
American University 1987 — 1990
BA, Political Science
Leonard Silon Leonard Silon's Lincoln Financial Network Experience October 2006 - November 2007
Job Salesforce.com Admin at HTH Worldwide
Industry Media Production
Experience
HTH Worldwide May 2015 - Present
Advance Central Services, Inc. May 2012 - May 2015
Barclaycard US November 2011 - March 2012
Lincoln Financial Group March 2011 - November 2011
Lincoln Financial Distributors November 2007 - May 2011
Lincoln Financial Network October 2006 - November 2007
Lincoln Financial Advisors December 2004 - October 2006
FedEx October 2003 - November 2004
Wal-Mart Stores Inc May 2003 - October 2003
Sprint PCS June 2001 - December 2002
Skills
Salesforce.com, Business Analysis, Business Requirements, Testing, Visio, Insurance, Access, Training, CRM, Management, Project Management, Information Technology, Enterprise Software, Business Process, Vendor Management, Financial Services, Process Improvement, Team Leadership, SDLC, Customer Service, Program Management, Digital Media, Social Media, Quality Assurance, Software Documentation
Education
Stevens Institute of Technology 1998 — 2000
Masters of Science, Information Science; Information Management, 3.5
Sonoma State University 1987 — 1989
Bachelor of Science, Applied Mathematics; Computer Science, Math
Western Kentucky University 1981 — 1984
Math, Computer Science
HTH Worldwide May 2015 - Present
Advance Central Services, Inc. May 2012 - May 2015
Barclaycard US November 2011 - March 2012
Lincoln Financial Group March 2011 - November 2011
Lincoln Financial Distributors November 2007 - May 2011
Lincoln Financial Network October 2006 - November 2007
Lincoln Financial Advisors December 2004 - October 2006
FedEx October 2003 - November 2004
Wal-Mart Stores Inc May 2003 - October 2003
Sprint PCS June 2001 - December 2002
Skills
Salesforce.com, Business Analysis, Business Requirements, Testing, Visio, Insurance, Access, Training, CRM, Management, Project Management, Information Technology, Enterprise Software, Business Process, Vendor Management, Financial Services, Process Improvement, Team Leadership, SDLC, Customer Service, Program Management, Digital Media, Social Media, Quality Assurance, Software Documentation
Education
Stevens Institute of Technology 1998 — 2000
Masters of Science, Information Science; Information Management, 3.5
Sonoma State University 1987 — 1989
Bachelor of Science, Applied Mathematics; Computer Science, Math
Western Kentucky University 1981 — 1984
Math, Computer Science
Jessica Wadd Jessica Wadd's Lincoln Financial Network Experience September 2006 - June 2007
Job Principal at Vantage Partners
Industry Management Consulting
Experience
Vantage Partners July 2007 - Present
Lincoln Financial Network September 2006 - June 2007
Lincoln Financial Advisors August 2005 - September 2006
Lincoln Financial Group August 2003 - September 2006
Lincoln Life & Annuity August 2004 - August 2005
Lincoln Financial Distributors August 2003 - August 2004
Vredenburg, Inc. June 2002 - August 2003
Bryn Mawr College Dining Services September 1999 - May 2003
Skills
Project Management, Strategy, Data Analysis, Recruiting, Business Development, Marketing Communications, Change Management, Supply Chain Management, Marketing Strategy, Management Consulting, Marketing, Negotiation, Program Management, Outsourcing, Business Strategy, Management, Strategic Alliances
Education
University of Nottingham 2012 — 2013
Master of Science (MSc), Behavioral Economics
Bryn Mawr College 1999 — 2003
A.B., English & Economics
Vantage Partners July 2007 - Present
Lincoln Financial Network September 2006 - June 2007
Lincoln Financial Advisors August 2005 - September 2006
Lincoln Financial Group August 2003 - September 2006
Lincoln Life & Annuity August 2004 - August 2005
Lincoln Financial Distributors August 2003 - August 2004
Vredenburg, Inc. June 2002 - August 2003
Bryn Mawr College Dining Services September 1999 - May 2003
Skills
Project Management, Strategy, Data Analysis, Recruiting, Business Development, Marketing Communications, Change Management, Supply Chain Management, Marketing Strategy, Management Consulting, Marketing, Negotiation, Program Management, Outsourcing, Business Strategy, Management, Strategic Alliances
Education
University of Nottingham 2012 — 2013
Master of Science (MSc), Behavioral Economics
Bryn Mawr College 1999 — 2003
A.B., English & Economics
Marnie Brown, RICP Marnie Brown, RICP's Lincoln Financial Network Experience May 2015 - Present
Job Strategic Market Access
Industry Financial Services
Experience
Lincoln Financial Network May 2015 - Present
Freelance Business Development, Marketing & Creative Consultant February 2015 - May 2015
1847Financial October 2011 - February 2015
The Penn Mutual Life Insurance Company October 2009 - October 2011
The Penn Mutual Life Insurance Company January 2000 - October 2009
Prudential 1989 - 1995
Skills
Social Networking, Financial Planning, Management, Direct Marketing, Insurance, Marketing Communications, Marketing, Event Planning, Retirement Planning, Fixed Annuities, Series 6, Team Building, Social Media, Marketing Strategy, Thought Leadership, Account Management, Life Insurance, Leadership, Strategic Planning, Employee Benefits, Social Media Marketing, Retirement, Business Development, Digital Marketing, Copywriting, Strategy, Whole Life, Advertising, Investments, New Business Development, Online Marketing, Sales
Education
Temple University - Fox School of Business and Management 1995 — 2000
MBA, Marketing
Bloomsburg University of Pennsylvania 1984 — 1988
Bachelor of Arts, Mass Communication
Upper Moreland High School
Lincoln Financial Network May 2015 - Present
Freelance Business Development, Marketing & Creative Consultant February 2015 - May 2015
1847Financial October 2011 - February 2015
The Penn Mutual Life Insurance Company October 2009 - October 2011
The Penn Mutual Life Insurance Company January 2000 - October 2009
Prudential 1989 - 1995
Skills
Social Networking, Financial Planning, Management, Direct Marketing, Insurance, Marketing Communications, Marketing, Event Planning, Retirement Planning, Fixed Annuities, Series 6, Team Building, Social Media, Marketing Strategy, Thought Leadership, Account Management, Life Insurance, Leadership, Strategic Planning, Employee Benefits, Social Media Marketing, Retirement, Business Development, Digital Marketing, Copywriting, Strategy, Whole Life, Advertising, Investments, New Business Development, Online Marketing, Sales
Education
Temple University - Fox School of Business and Management 1995 — 2000
MBA, Marketing
Bloomsburg University of Pennsylvania 1984 — 1988
Bachelor of Arts, Mass Communication
Upper Moreland High School
Cindy Paskett Cindy Paskett's Lincoln Financial Network Experience June 2004 - Present
Job Practice Management Consultant
Industry Financial Services
Experience
Lincoln Financial Network June 2004 - Present
Securities America, Inc. Member FINRA/SIPC 1991 - 2003
Skills
Management Consulting, Strategic Planning, Customer Relations, Administration, Public Speaking, Customer Service, Strategic Financial..., Employee Training, Training, Recruiting, Coaching, CRM, Financial Advisory, Financial Planning, Insurance, Salesforce.com
Education
University of Phoenix 2006 — 2011
Business Management, Business Management & Marketing
Lincoln Financial Network June 2004 - Present
Securities America, Inc. Member FINRA/SIPC 1991 - 2003
Skills
Management Consulting, Strategic Planning, Customer Relations, Administration, Public Speaking, Customer Service, Strategic Financial..., Employee Training, Training, Recruiting, Coaching, CRM, Financial Advisory, Financial Planning, Insurance, Salesforce.com
Education
University of Phoenix 2006 — 2011
Business Management, Business Management & Marketing
Elizabeth Mihalovich Elizabeth Mihalovich's Lincoln Financial Network Experience 2015 - 2015
Job Sr. Business Development Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors May 2015 - Present
Lincoln Financial Distributors April 2011 - May 2015
Lincoln Financial Network 2015 - 2015
Lincoln Financial Distributors June 2008 - April 2011
Lincoln Financial Group August 2005 - June 2008
Lincoln Financial Group August 2005 - May 2008
Keller Williams Realty May 2004 - July 2005
Skills
Insurance, Financial Services, Series 7, Investments, Management, Series 63, Sales, Mutual Funds, Leadership, Marketing
Education
Drexel University 2013 — 2015
Master of Business Administration (MBA)
Temple University 2003 — 2005
BBA, Human Resource Management and Legal Studies
Lincoln Financial Advisors May 2015 - Present
Lincoln Financial Distributors April 2011 - May 2015
Lincoln Financial Network 2015 - 2015
Lincoln Financial Distributors June 2008 - April 2011
Lincoln Financial Group August 2005 - June 2008
Lincoln Financial Group August 2005 - May 2008
Keller Williams Realty May 2004 - July 2005
Skills
Insurance, Financial Services, Series 7, Investments, Management, Series 63, Sales, Mutual Funds, Leadership, Marketing
Education
Drexel University 2013 — 2015
Master of Business Administration (MBA)
Temple University 2003 — 2005
BBA, Human Resource Management and Legal Studies
Jay Salamy, CFP Jay Salamy, CFP's Lincoln Financial Network Experience March 2012 - May 2013
Job Wealth Management and Financial Planning Professional
Industry Financial Services
Experience
Lincoln Financial Network March 2012 - May 2013
TD Wealth Managment Services, Inc. March 2007 - May 2010
Lincoln Financial Group September 1992 - March 2007
Invest Financial December 1989 - May 1992
Liberty Securities Corporation November 1987 - December 1989
Skills
Wealth Management, Strategic Planning, Risk Management, Insurance, Strategic Financial..., Retirement Planning, Investments, Financial Services, Investment Advisory, Relationship Management, Asset Management, Business Analysis, Financial Advisory, Mutual Funds, Series 63
Education
University of New Hampshire
Lincoln Financial Network March 2012 - May 2013
TD Wealth Managment Services, Inc. March 2007 - May 2010
Lincoln Financial Group September 1992 - March 2007
Invest Financial December 1989 - May 1992
Liberty Securities Corporation November 1987 - December 1989
Skills
Wealth Management, Strategic Planning, Risk Management, Insurance, Strategic Financial..., Retirement Planning, Investments, Financial Services, Investment Advisory, Relationship Management, Asset Management, Business Analysis, Financial Advisory, Mutual Funds, Series 63
Education
University of New Hampshire
Elizabeth Carr MBA,CSM Elizabeth Carr MBA,CSM's Lincoln Financial Network Experience March 2010 - August 2011
Job VP, Supply Chain Services PMO at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Sakonnet Travel, LLC June 2014 - Present
Citizens Financial Group, Inc. October 2013 - Present
RBS Citizens Group August 2011 - October 2013
Lincoln Financial Network March 2010 - August 2011
Adraka Resources July 2009 - March 2010
Fidelity Investments April 2004 - December 2008
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Fidelity Investments 1995 - 1996
Fidelity Investments 1994 - 1995
Skills
Training, Project Portfolio..., Cross-functional Team..., Quality Assurance, Management, Six Sigma, Software Documentation, Business Process..., PMP, Process Improvement, Leadership, Project Management, SDLC, Program Management, E-commerce, Business Development, Start-ups, Vendor Management, Testing, Requirements Analysis, Visio, PMO, Risk Management, Portfolio Management, Strategy, Budgets, Business Analysis, Enterprise Software
Education
Simmons College 1988 — 1989
MBA, General Management
Salve Regina University 1980 — 1984
B.A.S, Management/French with English minor
Université d'Angers 1983 — 1983
Certificat d'Etudes, French, business
Sakonnet Travel, LLC June 2014 - Present
Citizens Financial Group, Inc. October 2013 - Present
RBS Citizens Group August 2011 - October 2013
Lincoln Financial Network March 2010 - August 2011
Adraka Resources July 2009 - March 2010
Fidelity Investments April 2004 - December 2008
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Fidelity Investments 1995 - 1996
Fidelity Investments 1994 - 1995
Skills
Training, Project Portfolio..., Cross-functional Team..., Quality Assurance, Management, Six Sigma, Software Documentation, Business Process..., PMP, Process Improvement, Leadership, Project Management, SDLC, Program Management, E-commerce, Business Development, Start-ups, Vendor Management, Testing, Requirements Analysis, Visio, PMO, Risk Management, Portfolio Management, Strategy, Budgets, Business Analysis, Enterprise Software
Education
Simmons College 1988 — 1989
MBA, General Management
Salve Regina University 1980 — 1984
B.A.S, Management/French with English minor
Université d'Angers 1983 — 1983
Certificat d'Etudes, French, business
Kyle Bergevine's Lincoln Financial Network Experience September 2013 - October 2014
Job AVP, ICS liason at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc October 2014 - Present
Lincoln Financial Network September 2013 - October 2014
Lincoln Financial Network 2013 - 2013
Lincoln Financial Network 2008 - 2013
Lincoln Financial Network September 2006 - April 2008
Jefferson Pilot Securities Corp September 2005 - September 2006
Skills
Series 7, Management, Relationship Management, Securities, Training, Financial Services, Investments, Team Leadership, Retirement, FINRA
Education
Plymouth State University 1998 — 2002
Central 1994 — 1998
Envestnet, Inc October 2014 - Present
Lincoln Financial Network September 2013 - October 2014
Lincoln Financial Network 2013 - 2013
Lincoln Financial Network 2008 - 2013
Lincoln Financial Network September 2006 - April 2008
Jefferson Pilot Securities Corp September 2005 - September 2006
Skills
Series 7, Management, Relationship Management, Securities, Training, Financial Services, Investments, Team Leadership, Retirement, FINRA
Education
Plymouth State University 1998 — 2002
Central 1994 — 1998
Stephanie Sledjeski's Lincoln Financial Network Experience September 2012 - October 2013
Job VP at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc October 2013 - Present
Families in Transition December 2010 - December 2013
Lincoln Financial Network September 2012 - October 2013
Lincoln Financial Network May 2006 - September 2012
Jefferson Pilot Securities Corporation January 2005 - May 2006
Jefferson Pilot Securities Corporation April 2000 - June 2003
Jefferson Pilot Securities Corporation June 1998 - April 2000
Jefferson Pilot Securities Corporation June 1997 - June 1998
Fidelity Investments June 1996 - June 1997
Skills
Team Building, Coaching, Training, Securities, Relationship Management, Strategic Planning, Project Planning, Financial Services, Project Management, Recruiting, Operations Management, Employee Training, Business Relationship..., Team Management, Training & Development
Education
College for Financial Planning
CRPC
FINRA
Series 7, 24, 65 & 63
Plymouth State University
Bachelor of Arts, Political Science
Envestnet, Inc October 2013 - Present
Families in Transition December 2010 - December 2013
Lincoln Financial Network September 2012 - October 2013
Lincoln Financial Network May 2006 - September 2012
Jefferson Pilot Securities Corporation January 2005 - May 2006
Jefferson Pilot Securities Corporation April 2000 - June 2003
Jefferson Pilot Securities Corporation June 1998 - April 2000
Jefferson Pilot Securities Corporation June 1997 - June 1998
Fidelity Investments June 1996 - June 1997
Skills
Team Building, Coaching, Training, Securities, Relationship Management, Strategic Planning, Project Planning, Financial Services, Project Management, Recruiting, Operations Management, Employee Training, Business Relationship..., Team Management, Training & Development
Education
College for Financial Planning
CRPC
FINRA
Series 7, 24, 65 & 63
Plymouth State University
Bachelor of Arts, Political Science
Emily Allen, PHR's Lincoln Financial Network Experience June 2010 - January 2012
Job Director of Employee Development at Seer Interactive
Industry Human Resources
Experience
Seer Interactive September 2013 - Present
The Art Institutes January 2013 - September 2013
Art Institute of Philadelphia January 2012 - January 2013
Lincoln Financial Network June 2010 - January 2012
Philadelphia Housing Authority June 2007 - June 2010
CBS Radio, Inc. WOGL - FM November 2006 - June 2007
Robert Half International 2006 - 2006
Remote DBA Experts, LLC 2005 - 2006
Skills
Performance Management, Coaching, Talent Management, Recruiting, Interviews, Management, Strategic Planning, Process Improvement, Personnel Management, Talent Acquisition, Employee Relations, Human Resources, Applicant Tracking..., Negotiation, Leadership Development, College Recruiting, Training, Career Development, Onboarding, Employee Training, Technical Recruiting, Staff Development, CRM, Succession Planning, Sales, Social Networking, Business Development, Sourcing, Organizational..., Temporary Placement, Career Counseling, Cross-functional Team..., Resume Writing, Leadership, Hiring, Strategy, Social Media
Education
Villanova University 2008 — 2009
Certification, Professional in Human Resource Management program
Duquesne University 2001 — 2005
BA, Business Administration - Marketing
UNSW Australia 2003 — 2004
Seer Interactive September 2013 - Present
The Art Institutes January 2013 - September 2013
Art Institute of Philadelphia January 2012 - January 2013
Lincoln Financial Network June 2010 - January 2012
Philadelphia Housing Authority June 2007 - June 2010
CBS Radio, Inc. WOGL - FM November 2006 - June 2007
Robert Half International 2006 - 2006
Remote DBA Experts, LLC 2005 - 2006
Skills
Performance Management, Coaching, Talent Management, Recruiting, Interviews, Management, Strategic Planning, Process Improvement, Personnel Management, Talent Acquisition, Employee Relations, Human Resources, Applicant Tracking..., Negotiation, Leadership Development, College Recruiting, Training, Career Development, Onboarding, Employee Training, Technical Recruiting, Staff Development, CRM, Succession Planning, Sales, Social Networking, Business Development, Sourcing, Organizational..., Temporary Placement, Career Counseling, Cross-functional Team..., Resume Writing, Leadership, Hiring, Strategy, Social Media
Education
Villanova University 2008 — 2009
Certification, Professional in Human Resource Management program
Duquesne University 2001 — 2005
BA, Business Administration - Marketing
UNSW Australia 2003 — 2004
S. Andrew Harris, NSSA's Lincoln Financial Network Experience March 2002 - August 2008
Job Financial Advisor / Relationship Manager at Mott and Associates
Industry Financial Services
Experience
Mott and Associates November 2013 - Present
Stratos Wealth Partners, Ltd. August 2008 - December 2012
Lincoln Financial Network March 2002 - August 2008
Skills
Retirement Planning, Estate Planning, Fee-based Financial..., Investment Planning, Education Planning, Tax Strategies, Insurance and Risk..., Long Term Care, Legacy Planning and..., Executive Compensation..., Business Succession..., Acquisition &...
Education
Cleveland State University 1981 — 1984
English & Communications
John Carroll University 1980 — 1981
English & Communications
Mott and Associates November 2013 - Present
Stratos Wealth Partners, Ltd. August 2008 - December 2012
Lincoln Financial Network March 2002 - August 2008
Skills
Retirement Planning, Estate Planning, Fee-based Financial..., Investment Planning, Education Planning, Tax Strategies, Insurance and Risk..., Long Term Care, Legacy Planning and..., Executive Compensation..., Business Succession..., Acquisition &...
Education
Cleveland State University 1981 — 1984
English & Communications
John Carroll University 1980 — 1981
English & Communications
Jason Evangelista, CLU's Lincoln Financial Network Experience April 2006 - February 2011
Job President at Leo Brokerage
Industry Insurance
Experience
Leo Brokerage March 2011 - Present
Lincoln Financial Network April 2006 - February 2011
Lincoln Financial Group January 2000 - March 2006
John Hancock Life Insurance Company (U.S.A.) March 1998 - December 1999
Skills
Fixed Annuities, Insurance, Sales, Retirement, Retirement Planning, Estate Planning, Life Insurance, Competitive Intelligence, Business Planning, Financial Planning, New Business Development, Relationship Management, Financial Services, Financial Advisory, Annuities, Sales Management, Public Speaking, Product Development, Index Universal Life..., Advanced Case Design, Case Analysis, Due Diligence, High Net Worth..., Financial Planners, Wealth Management..., Product Marketing, Trust Owned Life..., Marketing, Management
Education
The American College 2012 — 2012
CLU, Chartered Life Underwriter
Plymouth State University 1994 — 1998
BS Marketing, Financial Management, Economics
Leo Brokerage March 2011 - Present
Lincoln Financial Network April 2006 - February 2011
Lincoln Financial Group January 2000 - March 2006
John Hancock Life Insurance Company (U.S.A.) March 1998 - December 1999
Skills
Fixed Annuities, Insurance, Sales, Retirement, Retirement Planning, Estate Planning, Life Insurance, Competitive Intelligence, Business Planning, Financial Planning, New Business Development, Relationship Management, Financial Services, Financial Advisory, Annuities, Sales Management, Public Speaking, Product Development, Index Universal Life..., Advanced Case Design, Case Analysis, Due Diligence, High Net Worth..., Financial Planners, Wealth Management..., Product Marketing, Trust Owned Life..., Marketing, Management
Education
The American College 2012 — 2012
CLU, Chartered Life Underwriter
Plymouth State University 1994 — 1998
BS Marketing, Financial Management, Economics
Kate Lachance's Lincoln Financial Network Experience June 2007 - November 2013
Job Client Service Manager
Industry Financial Services
Experience
ADP November 2013 - Present
Lincoln Financial Network June 2007 - November 2013
Skills
Series 7, Series 6, Retirement, Job Transition, Financial Goals, Financial Services, Series 63, Relationship Management, Leadership, Retirement Planning, Financial Advisory, Mutual Funds, Finance, Securities
Education
Adelphi University 1995 — 2000
Bachelor of Arts (BA), Anthropology
ADP November 2013 - Present
Lincoln Financial Network June 2007 - November 2013
Skills
Series 7, Series 6, Retirement, Job Transition, Financial Goals, Financial Services, Series 63, Relationship Management, Leadership, Retirement Planning, Financial Advisory, Mutual Funds, Finance, Securities
Education
Adelphi University 1995 — 2000
Bachelor of Arts (BA), Anthropology