Lincoln Financial Securities

Industry: Company

Description

Headquarters: Concord, NH Founded: 1969 Parent organization: Lincoln National Corporation Subsidiaries: Jefferson Pilot Insurance Agency of Texas Inc.,

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Lincoln Financial Securities Employees

Employee
Years
Job
Industry
Cecilia Brown Cecilia Brown Annapolis, Maryland Details
Cecilia Brown's Lincoln Financial Securities Experience 2006 - Present
Job Registered Representative at Lincoln Financial Securities
Industry Financial Services
Experience
C. Beach Brown, LLC   July 2008 - Present
Lincoln Financial Securities   2006 - Present
Investment Advisers Group Corp.   January 2006 - December 2011
Jefferson Pilot Securities Corporation   January 2006 - June 2008

Skills
Estate Planning, Investments, Tax, Asset Managment, Insurance, Retirement, Strategic Financial..., Financial Advisory, Life Insurance, Securities, Financial Goals, Investment Advisory..., Personal Finance, Retirement Planning, IRAs

Education
Georgetown University   2002 — 2002
Financial Planning, Finance

The Johns Hopkins University   1997 — 1999
Masters of Arts

The Johns Hopkins University   1994 — 1997
Bachelor of Arts

Edick Lucas, CFP®, CLU®, ChFC® Edick Lucas, CFP®, CLU®, ChFC® Orlando, Florida Area Details
Edick Lucas, CFP®, CLU®, ChFC®'s Lincoln Financial Securities Experience March 2014 - Present
Job President, Concierge Financial Planning Group
Industry Financial Services
Experience
Lincoln Financial Securities   March 2014 - Present
Lincoln Financial Advisors  May 2013 - February 2014
Baystate Financial Services  May 2012 - April 2013
New England Securities & Baystate Wealth Management   May 2012 - April 2013
Penn Mutual  January 2012 - April 2012
Penn Mutual  September 2006 - April 2012
Penn Mutual  June 2004 - August 2006
1st Global Capital Corporation, Dallas, TX   May 2001 - June 2004
National Life Group  March 2000 - May 2001
MetLife  March 1997 - March 2000

Skills
Strategic Financial..., Life Insurance, Wealth Management, Estate Planning, Retirement Planning, Disability Insurance, Financial Advisory, Financial Services, Term Life Insurance, Long-term Care, Mutual Funds, Disability Income..., Fixed Annuities

Education
College for Financial Planning   1996 — 1998
CFP, Financial Planning

The American College   1991 — 1994
CLU/ChFC, Insurance and Financial Services

Miami Dade College
Accounting / Finance

Vicky Gillmor Vicky Gillmor Houston, Texas Area Details
Vicky Gillmor's Lincoln Financial Securities Experience April 2013 - Present
Job Registered Client Associate at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities   April 2013 - Present
The Woodlands Park & Rec Center   March 2011 - Present
Morgan Stanley  August 2012 - April 2013
Ameriprise Financial Services, Inc.   April 2010 - December 2010
Smith Barney  October 2005 - March 2008
McDonald Investments Inc.  December 2003 - August 2005
Merrill Lynch  February 1997 - December 2001

Skills
Series 7, Series 63, Life & Health Insurance..., Investment Strategies, Long Distance Running, Group Exercise..., Certified Running Coach, Coaching

Education
The University of Akron

Martin Hankins, LUTCF Martin Hankins, LUTCF Hattiesburg, Mississippi Area Details
Martin Hankins, LUTCF's Lincoln Financial Securities Experience May 2011 - Present
Job Registered Representative for Lincoln Financial Securities
Industry Financial Services
Experience
City of Purvis   March 2014 - Present
Resource 2000   November 2012 - Present
Lincoln Financial Securities   May 2011 - Present
The University of Memphis  July 2009 - May 2010
Forest Pharmaceuticals  February 2008 - July 2009

Education
The American College   2010 — 2014
LUTCF Designation, Life Underwriter Training Council Fellow

The University of Memphis   2005 — 2007
BA, Business Communication & Sports Management

Southeastern Louisiana University   2003 — 2004
N/A, N/A

Hattiesburg High School

Sandra Austin Sandra Austin Hickory, North Carolina Details
Sandra Austin's Lincoln Financial Securities Experience May 2011 - Present
Job Investment Advisory Representative at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities   May 2011 - Present
Synergy Investment Group  January 2008 - May 2011
BB&T  September 2006 - December 2007

Skills
Life Insurance, Long Term Care Insurance, Securities, Investment Advisory, Financial Services, Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Fixed Annuities

Education
University of North Florida   1990 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General

Caldwell Community College and Technical Institute   1988 — 1989

Stephen Close, CFP® Stephen Close, CFP® Las Vegas, Nevada Area Details
Stephen Close, CFP®'s Lincoln Financial Securities Experience June 2013 - Present
Job President/CEO at Close Financial Services, Inc.
Industry Financial Services
Experience
Close Financial Services, Inc.   April 2005 - Present
Close Financial Services, Inc.   April 2005 - Present
Lincoln Financial Securities   June 2013 - Present
LPL Financial  May 2005 - June 2013
Sun America Securities - Tristar Management Inc.   2003 - May 2005
Burke Engineering Company  2001 - 2003

Skills
Retirement Planning, Mutual Funds, Estate Planning, Disability Insurance, IRAs, Strategic Financial..., Financial Advisory, Securities, Insurance, Long Term Care Insurance, Alternative Investments, Employee Benefits, FINRA, Health Insurance, Financial Services, Personal Finance, Personal Financial..., Retirement, Bonds, Fixed Annuities, Variable Annuities, Life Insurance, 401k Rollovers, Trusts, Term Life Insurance, Series 63, Wealth, Series 7, Estate Tax Planning, Financial Planners, Investment Advisory, Finance, Asset Protection, 401k, Wealth Accumulation, Investment Strategies, Long-term Care, Portfolio Management, Stocks, Asset Allocation, Universal Life, Small Business, Savings, Wealth Management, Investment Management

Education
Certified Financial Planner Board of Standards, Inc.   2006 — 2006
CERTIFIED FINANCIAL PLANNER (TM), Financial Planning

University of Nevada-Las Vegas   1993 — 1999
Architecture

Chaparral High School   1986 — 1990

Benjamin Bruins, ChFC Benjamin Bruins, ChFC Des Moines, Iowa Area Details
Benjamin Bruins, ChFC's Lincoln Financial Securities Experience February 2010 - Present
Job Vice President at First Heartland Financial Group, Inc.
Industry Investment Management
Experience
Lincoln Financial Securities   February 2010 - Present
First Heartland Financial Group   June 2001 - Present
John Hancock Financial Network  June 2001 - February 2010

Skills
Investments, Estate Planning, Financial Planning, Insurance, Long Term Care, Retirement Planning, Mutual Funds, 401k Rollovers, Series 65, Series 6, Series 63, Financial Services, Strategic Financial...

Education
Drake University   1997 — 2001
Bachelors of Science, Finance and Insurance

Saint Anthony Village High School   1993 — 1997

Kurt Reif CFP(R) Kurt Reif CFP(R) Arlington Heights, Illinois Details
Kurt Reif CFP(R)'s Lincoln Financial Securities Experience July 2008 - Present
Job Vice President at Kensington Financial Services, Inc
Industry Financial Services
Experience
Lincoln Financial Securities   July 2008 - Present
Kensington Financial Services, Inc   May 2000 - Present
Jefferson Pilot Securities  February 2004 - July 2008

Skills
Series 7, Mutual Funds, Life Insurance, Investments, Retirement Planning, Investment Advisory, Wealth Management, IRAs, Securities, Series 24, Fixed Annuities, 401k, Investment Strategies, Financial Advisory, Estate Planning, Strategic Financial..., Certified Financial...

Education
University of Iowa   1999 — 2003
Bachelor of Business Administration (BBA), Marketing

University of Iowa   1999 — 2003
Bachelor of Business Administration (BBA), Finance

Kaplan University
CFP(R) Certificate Program

Lesley B. Wilson Lesley B. Wilson Gastonia, North Carolina Details
Lesley B. Wilson's Lincoln Financial Securities Experience August 1992 - Present
Job Senior Partner at Les Wilson & Associates
Industry Investment Management
Experience
Lincoln Financial Securities   August 1992 - Present
Les Wilson & Associates   1992 - Present

Education
Central Piedmont Community College   1990 — 1992

Gaston College   1987 — 1989

Rick Clifford, CFP®, ChFC®, CLU® Rick Clifford, CFP®, ChFC®, CLU® Greater Philadelphia Area Details
Rick Clifford, CFP®, ChFC®, CLU®'s Lincoln Financial Securities Experience 2012 - Present
Job PresidentStrategic Wealth Planners, LLC.
Industry Financial Services
Experience
Strategic Wealth Planners, LLC.   July 1989 - Present
Lincoln Financial Securities   2012 - Present
Nationwide Insurance  August 1989 - April 1998

Skills
Personal Financial..., Business Continuity..., Investment Advisory, Investment Strategies, Life Insurance, Disability Insurance

Education
La Salle University   1987 — 1989
Bachelor of Science (BS), Finance and Marketing

Florida Southern College   1986 — 1987
Accounting and Finance

Brian Sloop Brian Sloop Columbia, South Carolina Details
Brian Sloop's Lincoln Financial Securities Experience January 2010 - Present
Job Vice President at Creative Financial Strategies
Industry Financial Services
Experience
Creative Financial Strategies  April 2011 - Present
Lincoln Financial Securities   January 2010 - Present
State Farm  April 2004 - October 2009
State Farm  August 2002 - April 2004
Prudential Securities, Inc.   June 1998 - August 2002
Merrill Lynch  September 1994 - June 1998

Skills
Strategic Financial..., Wealth Management, Estate Planning, Retirement Planning, Financial Advisory, Financial Services, Investments, Securities, Insurance, Series 7, Fixed Annuities, Life Insurance, Mutual Funds, Long-term Care, IRAs, 401k

Education
University of South Carolina-Columbia   1992 — 1994
Master of Business Administration (M.B.A.), Finance, General

Furman University   1987 — 1991
Bachelor of Arts (B.A.), Business Administration

John Tart John Tart Charlotte, North Carolina Details
John Tart's Lincoln Financial Securities Experience September 2010 - Present
Job Wealthplan Financial Partners
Industry Financial Services
Experience
Lincoln Financial Securities   September 2010 - Present
Carolina Rapids Soccer Club Soccer Club   January 2008 - Present
MetLife  June 2007 - August 2010
UNC Charlotte  April 1995 - May 2007
Furman University  June 1982 - March 1995

Skills
Comprehensive Financial..., Offer investment advice, Buy and sell security..., Offer fixed and..., Life Insurance products, Financial Goals, Life Insurance, Strategic Financial..., Financial Services, Securities, Insurance, Investments, Financial Planners, Investment Advisory, Finance, Financial Advisory, Estate Planning, Financial Planning, Retirement, Retirement Planning, Strategic Planning, Leadership, Public Speaking

Education
Furman University   1977 — 1981
BA Economics and Business Administration

Carmel Academy   1971 — 1977
High School Diploma

Charles Hardesty ALMI, ACS, AIAA, ARA Charles Hardesty ALMI, ACS, AIAA, ARA Atlanta, Georgia Details
Charles Hardesty ALMI, ACS, AIAA, ARA's Lincoln Financial Securities Experience July 2011 - September 2012
Job LTD Benefit Manager at Aetna
Industry Insurance
Experience
Aetna  June 2013 - Present
TransUnion  May 2013 - Present
Lincoln Financial Securities   July 2011 - September 2012
Lincoln Financial Group  2012 - 2012
Ralph Lauren  July 2008 - March 2010
Celebrate Express  2006 - 2007

Skills
Quality Assurance, Team Leadership, Process Improvement, Microsoft Excel, Retail, Business Analysis, Customer Satisfaction, Management, Leadership, Microsoft Office, Call Centers, Employee Benefits, Customer Service, Access, Insurance

Education
North Carolina Agricultural and Technical State University   2003 — 2007
BS, Business, Management, Marketing, and Related Support Services

Jeffrey C. Furest Jeffrey C. Furest Greater Detroit Area Details
Jeffrey C. Furest's Lincoln Financial Securities Experience June 1985 - January 2009
Job CFP®, RFC®, AIF®, LUTCF
Industry Financial Services
Experience
First Financial Services of Michigan   September 1984 - Present
First Financial Services of Michigan   September 1984 - Present
Your Financial Coach, Inc.   September 1984 - Present
Lincoln Financial Group  1984 - Present
Selfridge Air National Guard Base Community Council   October 2012 - Present
Rotary Club of Mount Clemens Michigan   July 2009 - June 2011
Lincoln Financial Securities   June 1985 - January 2009
YMCA  2007 - 2009
General Information about my participation on LinkedIn   January 1984 - December 1984

Skills
Financial Management, Portfolio Advising, Executive Deferred..., Business Succession..., Securities Compliance, Investment Policy..., Charitible Planning

Education
University of Pittsburgh   2005 — 2006
AIF, Fiduciary Studies and Investment Advisement

International Association of Registered Financial Consultants   2000 — 2001
RFC, Financial Planning

Denver College Financial Planning (IBCFP)   1990 — 1994
CFP, Finance and Financial Planning

Life Underwriting Training Council Fellow   1985 — 1987
LUTCF, Insurance

Macomb Community College   1981 — 1984
Associate, Marketing

Stephanie Cassedy Stephanie Cassedy Baltimore, Maryland Area Details
Stephanie Cassedy's Lincoln Financial Securities Experience 2010 - Present
Job Owner at Financial Wellness
Industry Financial Services
Experience
Lincoln Financial Securities   2010 - Present
Financial Wellness   2010 - Present
Lincoln Financial Securities, Member SIPC   February 2008 - February 2010

Skills
Financial Planning, Retirement Planning, IRAs, Wealth Management, Estate Planning, Investments, Securities, 401k, Insurance, Small Business

Education
Towson University
Bachelor of Science, Economics with Geography and Environmental Planning

Bryan Peace Bryan Peace Washington D.C. Metro Area Details
Bryan Peace's Lincoln Financial Securities Experience September 2012 - December 2012
Job Product Manager
Industry Computer Software
Experience
Verato   April 2015 - Present
Thomson Reuters  January 2015 - March 2015
MicroStrategy  January 2013 - December 2014
Lincoln Financial Securities   September 2012 - December 2012
Princeton University Dining Services  October 2009 - May 2012
Umoja Student Development Corporation  June 2011 - August 2011

Skills
Product Management, Requirements Analysis, Competitive Intelligence, Market Research, Product Marketing, User Stories, Competitive Analysis, Strategic Planning, Project Management, Sales, Research, Statistical Modeling, Data Analysis, Public Speaking, Microsoft Excel, Social Media, Fundraising, Management, PowerPoint, Microsoft Office

Education
Princeton University   2008 — 2012
Bachelor of Arts (AB), Political Economy

Jamin Purtell Jamin Purtell Greater Boston Area Details
Jamin Purtell's Lincoln Financial Securities Experience August 2007 - Present
Job Sales & Business Development Consultant at Lincoln Financial Network
Industry Financial Services
Experience
Lincoln Financial Securities   August 2007 - Present
Jefferson Pilot Securities  July 2003 - August 2007
Jefferson Pilot Securities  June 2000 - July 2003
Jefferson Pilot Securities  April 1999 - June 2000

Skills
Strategic Financial..., Business Development, Relationship Management, Investment Strategies, Alternative Investments, Wealth Management, Securities, Series 6, Series 7, Series 24, Series 63, Series 66, Mutual Funds, Investment Advisory

Education
Southern New Hampshire University
Bachelor of Science (BS), Business Administration and Management, General

Stephen Libby Stephen Libby Greater New York City Area Details
Stephen Libby's Lincoln Financial Securities Experience March 2006 - Present
Job Brokerage Director at M & M Brokerage Services, Inc
Industry Insurance
Experience
M & M Brokerage Services, Inc   January 2008 - Present
Lincoln Financial Securities   March 2006 - Present
Lessee of your apartment   2009 - 2013
Phoenix Life Insurance Company  1975 - 2006

Skills
Insurance, Microsoft Excel, Microsoft Office, Public Speaking, Customer Service, Budget, Editing, Retirement Planning, Strategic Planning, Estate Planning, Fixed Annuities, Employee Benefits, Budgets, Small Business, Securities, Life Insurance, Long-term Care, Disability Insurance, Retirement, Term Life Insurance, 401k

Education
University of Minnesota - Carlson School of Management   1966 — 1970
Bachelor of Science in BA, Business Administration and Management, General

Benilde High School   1962 — 1966

The American College
Chartered Life Underwriter (CLU)

The American College
Chartered Financial Consultant (ChFC)

Donald A. Wong Jr. Donald A. Wong Jr. Las Vegas, Nevada Area Details
Donald A. Wong Jr.'s Lincoln Financial Securities Experience March 2014 - Present
Job Registered Representative at Lincoln Financial Securities
Industry Financial Services
Experience
DWJ Agency   July 2008 - Present
Lincoln Financial Securities   March 2014 - Present
The Russell Group Real Estate   March 2012 - Present
Global Movement Beyond   January 2010 - May 2014
Farmers Insurance  November 2007 - October 2013
The Mobile Solution  May 2005 - September 2007

Skills
Life Insurance, Insurance, Property & Casualty..., Investments, Fixed Annuities, Commercial Insurance, Sales, Disability Insurance, Real Estate, Workers Compensation, Marketing, Health Insurance, Term Life Insurance, Employee Benefits, Strategic Financial..., Long-term Care, Finance, Marketing Communications, Wealth Management, Retirement, Sales Management, New Business Development, Mortgage Lending, Commercial Real Estate, Brand Management, Mutual Funds, Investment Properties, Whole Life, Small Business, Estate Planning, Universal Life, Risk Management, General Insurance, Legal Liability, Homeowners, 401k, Retirement Planning, Recruiting, Casualty, Umbrella Insurance, Renters, Insurance Brokerage, IRAs, Underwriting, Professional Liability, Series 6, Liability

Education
University of Maryland College Park   2003 — 2007
Bachelors of Art & Humanity, Double Degree: Communication & Criminal Justice

Dan Boone CFP® CRPC® CLU® Dan Boone CFP® CRPC® CLU® Greensboro, North Carolina Details
Dan Boone CFP® CRPC® CLU®'s Lincoln Financial Securities Experience July 1992 - December 2013
Job Wealth Advisor at Compass Financial Partners
Industry Financial Services
Experience
Compass Financial Partners  December 2013 - Present
Lincoln Financial Securities   July 1992 - December 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets

Education
Appalachian State University

Donald L. Kester Donald L. Kester Pittsburgh, Pennsylvania Details
Donald L. Kester's Lincoln Financial Securities Experience January 2005 - Present
Job Investment Advisory Representative with Lincoln Financial Securities
Industry Financial Services
Experience
Zeiders Enterprises, Inc.   June 2013 - Present
Lincoln Financial Securities   January 2005 - Present
MassMutual Financial Group  January 1985 - December 2004
US Army Reserve  1974 - 1996

Skills
Securities, Investment Advisory, Financial Services, Wealth Management, Finance, Financial Planning, Commercial Insurance, Life Insurance

Education
The American College   1987 — 1988
Chartered Life Underwriter

College for Financial Planning   1966 — 1987
Studies leading to the Certified Financial Planner designation

The University of Western Ontario - Richard Ivey School of Business   1976 — 1978
MBA

Randolph-Macon College   1964 — 1968
BA

Arthur Sullivan, CFP Arthur Sullivan, CFP Hartford, Connecticut Area Details
Arthur Sullivan, CFP's Lincoln Financial Securities Experience January 1988 - Present
Job Registered Representative at Lincoln Financial Securities
Industry Financial Services
Experience
Constitution Advisory Group   June 2010 - Present
Lincoln Financial Securities   January 1988 - Present

Skills
401k, Retirement Planning, Wealth Management, Retirement, Series 7, Strategic Financial..., Life Insurance, FINRA, Series 63, Investment Advisory, Long-term Care, Securities, Series 24, Financial Planning, Investments, Mutual Funds

Education
Hobart College   1973 — 1977
BA, Economics

Michael Lynch, CFP® Michael Lynch, CFP® Miami/Fort Lauderdale Area Details
Michael Lynch, CFP®'s Lincoln Financial Securities Experience July 2008 - Present
Job Registered Principle at Lincoln Financial Securities I President at Money Matters of America, Inc
Industry Financial Services
Experience
Lincoln Financial Securities   July 2008 - Present
FPA of Greater Fort Lauderdale   January 2008 - Present
Money Matters of America, Inc   November 1992 - Present
CFP®  July 1990 - Present

Education
College for Financial Planning   1987 — 1989
CFP® Certification, CERTIFIED FINANCIAL PLANNER™

Florida State University   1979 — 1981
Business

FINRA Securities registration held with Lincoln Financial Securities

Michael Honold Michael Honold Parsippany, New Jersey Details
Michael Honold's Lincoln Financial Securities Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Financial Securities   October 2014 - Present
American Financial Network LLC   October 2014 - Present
New York Life Insurance Company  June 2009 - October 2014
Eagle Strategies LLC  June 2009 - October 2014
New York Life Insurance Company  June 2009 - October 2014
Financial Network Investment Corporation, Member SIPC  October 2001 - June 2009
Rue Insurance  February 2001 - June 2009
Merrill Lynch  February 2000 - February 2001
Rue Insurance  August 1996 - February 2000

Skills
Insurance, Retirement Planning, Life Insurance, Investments, Securities, Fixed Annuities, Disability Insurance, Retirement, College Savings Plans, 401k Rollovers, IRAs

Education
Rutgers, The State University of New Jersey-New Brunswick   1992 — 1995
Bachelors

William Paterson University of New Jersey

John Parham Jr. John Parham Jr. Raleigh-Durham, North Carolina Area Details
John Parham Jr.'s Lincoln Financial Securities Experience February 2015 - Present
Job Partner at The Carolinas Financial Network
Industry Financial Services
Experience
The Carolinas Financial Network  February 2015 - Present
Lincoln Financial Securities   February 2015 - Present
Legacy Wealth Strategies  2004 - February 2015
AXA Advisors  February 2011 - January 2015
AXA Advisors, LLC  September 2004 - February 2011
The Equitable (AXA Group)   1988 - 2004

Skills
Strategic Financial..., Fixed Annuities, Securities, Insurance, Finance, Risk Management, Investments, Financial Planning, Management, Leadership, Retirement Planning, Small Business, Financial Planners, Tax, Wealth Management..., Wealth Management, 401k, FINRA, Estate Planning, Series 7, Retirement, Mergers & Acquisitions, Annuity

Education
University of North Carolina at Chapel Hill   1984 — 1988
Bachelor's Degree, Economics

Ravenscroft High School   1980 — 1984

Bill Foulk Bill Foulk Dallas/Fort Worth Area Details
Bill Foulk's Lincoln Financial Securities Experience June 1999 - Present
Job Advisory Representative at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities   June 1999 - Present
Lincoln Financial Group  2000 - 2014
American Express Financial Advisors  February 1995 - June 1999

Education
Florida Atlantic University   1990 — 1992
BPA, Political Science

Santa Fe Community College   1987 — 1989
AA, General

Jonathan N. Perry, CFP® Jonathan N. Perry, CFP® Raleigh-Durham, North Carolina Area Details
Jonathan N. Perry, CFP®'s Lincoln Financial Securities Experience 2012 - Present
Job Financial Planner & Investment Advisor
Industry Financial Services
Experience
Perry Planning Group   2012 - Present
Lincoln Financial Securities   2012 - Present
Campbell University  January 2006 - Present
The Fidelity Bank  2007 - 2012
Wachovia, A Wells Fargo Company  2005 - 2007
Branch Banking and Trust  2003 - 2005
Branch Banking and Trust  2003 - 2003

Education
Wake Forest University   1995 — 1999
BA, Political Science and Religion Double Major

Campbell University   2001 — 2002
Master of Business Administration, Investments and Securities

Campbell University   2002 — 2003
Master of Trust and Investment Management

Justin Plourde Justin Plourde Greater Boston Area Details
Justin Plourde's Lincoln Financial Securities Experience December 2010 - September 2012
Job Relationship Manager at Bank of America
Industry Health, Wellness and Fitness
Experience
Bank of America  June 2015 - Present
Equinox  December 2014 - April 2015
RBS Citizens  September 2013 - October 2014
BlackRock  December 2012 - July 2013
Lincoln Financial Securities   December 2010 - September 2012
Lincoln Financial Securities   July 2010 - December 2010
Lincoln Financial Securities   April 2009 - June 2009
Martel’s Self Care Products   April 2005 - April 2008

Skills
Series 6, Series 63, Microsoft Office, Fixed Annuities, Mutual Funds, Investments, 401k Rollovers, Retirement Planning, Securities, Financial Advisory, Investment Strategies, Wealth Management, IRAs, 529 Plans, Separately Managed..., Variable Annuities, Life & Health Insurance..., Sales

Education
Roger Williams University   2006 — 2010
Bachelor of Science (B.S.), Business Administration, Management and Operations

Matt Kem, ChFC® Matt Kem, ChFC® Hopkinsville, Kentucky Details
Matt Kem, ChFC®'s Lincoln Financial Securities Experience October 2009 - Present
Job Investment Advisor Representative Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities   October 2009 - Present
MetLife Financial Services  June 2007 - October 2009
MetLife  May 2007 - October 2009
Kem Duguid & Associates   2005 - 2007

Skills
Mutual Funds, Insurance, Small Business, Financial Analysis, Wealth Management, Business Planning, Retirement, Financial Planning, Series 7, Fixed Annuities, Employee Benefits, Financial Services, 401k, Wealth Accumulation, Retirement Planning, Strategic Financial..., Estate Planning, Finance, Investments, Financial Advisory, Securities

Education
University of Kentucky   2000 — 2005
Bachelor of Science, Accounting

University of Kentucky   2000 — 2005
Bachelor of Science in Accounting, Accounting and Finance

Daryl King Daryl King Greater Pittsburgh Area Details
Daryl King's Lincoln Financial Securities Experience June 1996 - Present
Job Owner at RD Marketing Group, Inc
Industry Financial Services
Experience
Lincoln Financial Securities   June 1996 - Present
RD Marketing Group, Inc   July 1995 - Present
Tri-State Financial Marketing, Inc   July 1993 - Present
Jefferson Pilot Financial  June 1991 - July 1993

Skills
Securities, Retirement Planning, Series 7, Series 63, Investment Advisory, Series 65, Wealth Management, IRAs, Mutual Funds, Strategic Financial..., Life Insurance, Financial Advisory

Education
Duquesne University   1980 — 1984
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Trinity High School   1976 — 1980
N/A, General High School Curriculum

Robert Hewitt, CFP® Robert Hewitt, CFP® Baltimore, Maryland Area Details
Robert Hewitt, CFP®'s Lincoln Financial Securities Experience June 2012 - April 2015
Job Registered Planning Assistant at Heritage Financial Consultants LLC
Industry Financial Services
Experience
Heritage Financial Consultants, LLC  April 2015 - Present
Pilot Financial  August 2012 - April 2015
Lincoln Financial Securities   June 2012 - April 2015
Richard L. Hope   April 2012 - April 2015
C. Beach Brown, LLC   June 2011 - June 2012

Skills
Retirement Planning, Holistic Financial..., Personal Financial..., Investment Advisory, Licensed Life & Health..., Asset Allocation, Alternative Investments, 401k Rollovers, 401k, Profit Sharing, Asset Management, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Series 7, Series 65, Series 63, Securities

Education
Kaplan University   2013 — 2014
Financial Planning, Financial Planning and Services

Washington College   2006 — 2010
Bachelor of Arts, Economics

Broadneck Senior High   2002 — 2006

Ivey de la Torre Ivey de la Torre Birmingham, Alabama Area Details
Ivey de la Torre's Lincoln Financial Securities Experience October 2012 - December 2013
Job Financial Advisor at Alliance Wealth Advisors
Industry Investment Management
Experience
Alliance Wealth Advisors   September 2014 - Present
Securities America, Inc. Member FINRA/SIPC   December 2013 - September 2014
Keystone Financial  October 2012 - September 2014
Lincoln Financial Securities   October 2012 - December 2013
Hartline & Roberts LLC   May 2010 - September 2012

Education
Auburn University, College of Business   2005 — 2009
Finance, Finance, Economics, Accounting

Auburn University
Finance and Financial Management Services

Bryan DesLauriers Bryan DesLauriers Burlington, Vermont Area Details
Bryan DesLauriers's Lincoln Financial Securities Experience July 2014 - Present
Job Financial Representative at Flood Financial Services
Industry Financial Services
Experience
Lincoln Financial Securities   July 2014 - Present
Vermont Lake Monsters  April 1998 - Present
Saint Albans Town Educational Center   July 2010 - June 2014
Browns River Middle School   August 2009 - June 2010
People's Securities  August 2008 - August 2009
Edward Jones  July 2005 - August 2008
Fairfield Center School   July 2000 - June 2005

Skills
Financial Services, Teaching, Coaching, Sales, Curriculum Development, Social Networking, Tutoring, Teacher Training, Curriculum Design, Fundraising, Nonprofits, Public Speaking, Customer Service, Social Media, Research

Education
University of Vermont   2011 — 2014
Masters Degree, Mathematics

University of Vermont   1996 — 2000
Bachelor of Arts (B.A.), Secondary Education and Teaching

US Air Force Academy   1996 — 1996
none, Military History

Travis Sievers Travis Sievers Greater Boston Area Details
Travis Sievers's Lincoln Financial Securities Experience December 2014 - Present
Job Investment Services Rep/ Mutual Fund Trader at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities   December 2014 - Present
Lincoln Financial Securities   May 2014 - December 2014
Citizens Bank  December 2013 - May 2014

Skills
Customer Service, Financial Analysis, Microsoft Word, Banking, Retail Banking, Microsoft Office, Financial Modeling, Financial Accounting, Microsoft Excel, PowerPoint, Public Speaking, Sales Management

Education
Plymouth State University   2008 — 2012
Bachelor of Science (BS), Finance, General

Western New England College   2007 — 2008
Bachelor of Arts (B.A.), Sport and Fitness Administration/Management

Cristina Nichols, AIF® Cristina Nichols, AIF® Colorado Springs, Colorado Area Details
Cristina Nichols, AIF®'s Lincoln Financial Securities Experience June 2003 - April 2012
Job Financial Services Professional at Starling Financial & Insurance
Industry Financial Services
Experience
Starling Financial & Insurance   April 2012 - Present
Parkland Securities, LLC  April 2012 - Present
Lincoln Financial Securities   June 2003 - April 2012
Cristina Nichols   January 2000 - May 2003
The Beckmann Group   June 1995 - December 1999

Skills
Customer Service, Investments, Sales, Microsoft Office, Leadership, Finance, Financial Analysis, Insurance, Risk Management, Marketing

Education
The American College   2005 — 2007
Finance, Securities Law, & Insurance

Coleman College   1989 — 1990
Office Automation, Computer Software Programs, Freshman

Falcon High School   1983 — 1986
High School, General-College Prep

Cory Dawkins Cory Dawkins Des Moines, Iowa Details
Cory Dawkins's Lincoln Financial Securities Experience May 2014 - Present
Job Retirement Income Planner, Insurance Advisor, Financial Accountability Partner, Financial & Investment Advisor
Industry Financial Services
Experience
Dawkins Financial Services   May 2015 - Present
Lincoln Financial Securities   May 2014 - Present
First Heartland Financial Group   May 2014 - May 2015
Waddell & Reed  August 2011 - May 2014
Wells Fargo  March 2010 - August 2011
Technisource  March 2010 - August 2011
Self Employed  January 2010 - April 2010
Wellmark Blue Cross Blue Shield  October 2006 - January 2010
Wellmark  July 2006 - October 2006
Wellmark  October 2001 - July 2006

Skills
Financial Services, Customer Service, Requirements Gathering, Retirement Planning, Insurance, Requirements Analysis, Problem Solving, Life & Health Insurance..., Series 7, Series 66, Health Insurance, Networking, Change Management, Marketing, Process Improvement, Information Technology, Leadership, Vendor Management, Business Analysis, Project Management, Information Security, Management, Customer Satisfaction, Program Management, Team Leadership, Analysis, Business Process..., Risk Management, Six Sigma, Consulting, Team Building, Strategic Planning, Sales

Education
Iowa State University   1995 — 1999
Management Information Systems, Minor in Philosophy

Des Moines Area Community College   1993 — 1995
AS, Associates of Science

Boone High School, Iowa   1990 — 1993
Diploma, General Education

Andrew Marvel Andrew Marvel Concord, New Hampshire Details
Andrew Marvel's Lincoln Financial Securities Experience January 2007 - November 2014
Job Operations Principal at John Hancock Financial Network at Signator Investors, Inc.
Industry Financial Services
Experience
Signator Investors, Inc.   November 2014 - Present
Lincoln Financial Securities   January 2007 - November 2014

Skills
Series 24, Series 4, Seires 53, Series 7, Series 6, Series 63, Variable Annuities, Securities, Mutual Funds, Fixed Annuities, Investment Advisory, Retirement, IRAs, Financial Advisory, Strategic Financial..., Investment Strategies, Investments

Education
La Salle University   1994 — 1998
Bachelor of Arts (BA), Political Science and Government

Gregory Nemec Gregory Nemec Greater New York City Area Details
Gregory Nemec's Lincoln Financial Securities Experience January 2003 - Present
Job owner of American Financial Network
Industry Insurance
Experience
American Financial Network LLC   2002 - Present
Lincoln Financial Securities   January 2003 - Present

Skills
Small Business, Long-term Care, Disability Insurance, Investments, Retirement Planning, Investment Properties, Retirement

Education
Montclair State University   1976 — 1980
Bachelor of Arts (BA), Political Science

Harry Archer III Harry Archer III Wilmington, North Carolina Details
Harry Archer III's Lincoln Financial Securities Experience January 2014 - Present
Job Archer Insurance Group
Industry Insurance
Experience
Archer Insurance Group   January 1990 - Present
Lincoln Financial Securities   January 2014 - Present

Skills
Insurance, Estate Planning, Business Continuity..., Life Insurance, Disability Insurance, Long Term Care Insurance, Strategic Planning, Management, New Business Development, Business Strategy, Strategic Financial..., Mutual Funds

Education
University of North Carolina at Chapel Hill   1978 — 1982
BA, English

Episcopal High School   1975 — 1978

Ravenscroft School   1969 — 1974

Richard Norkum, CFP, CRPC, CFS, RFC Richard Norkum, CFP, CRPC, CFS, RFC Charlotte, North Carolina Details
Richard Norkum, CFP, CRPC, CFS, RFC's Lincoln Financial Securities Experience November 2003 - Present
Job President at Norkum Wealth Management, Inc.
Industry Financial Services
Experience
Lincoln Financial Securities   November 2003 - Present
Norkum Wealth Management, Inc.   December 1981 - Present
The Hanover Insurance Group  August 1989 - November 2003
American Express Financial Advisors  July 1985 - August 1989

Skills
Retirement Planning, Investment Advisory, Wealth Management, Financial Services, Life Insurance

Education
Bentley University   1964 — 1968
Bachelor of Science (B.S.), Accounting and Finance

Bolling Terry Bolling Terry Oak Ridge, North Carolina Details
Bolling Terry's Lincoln Financial Securities Experience January 2013 - Present
Job Business Technical Expert at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities   January 2013 - Present
Lincoln Financial Group  March 2011 - December 2012
Lincoln Financial Group  November 2005 - March 2011

Skills
Business Analysis, Process Improvement, Microsoft Office, Insurance, Strategic Financial..., Project Management, Microsoft Excel, Customer Service, Wealth Management, Team Leadership, Management, Life Insurance, PowerPoint, Time Management, Employee Benefits, Coaching, Strategic Planning

Education
Liberty University   2008 — 2012
Bachelor's degree, Business Administration and Management, General

Daniel Caffrey Daniel Caffrey Richmond, Virginia Area Details
Daniel Caffrey's Lincoln Financial Securities Experience December 2013 - Present
Job Insurance Sales Representative at Chartered Financial Planning Associates, Ltd.
Industry Financial Services
Experience
Lincoln Financial Securities   December 2013 - Present
Chartered Financial Planning Associates, Ltd.   November 2012 - Present
Financial Planning Association (FPA)   January 2002 - Present
St. Mary's Catholic Church   January 1994 - Present
Bon Air Basketball   October 2010 - March 2014
Tuckahoe Little League   2004 - 2013
Royal Chevrolet  July 2011 - October 2012
Pinnacle First Financial Group, LLC   October 2010 - October 2012
Innsbrook Breakfast Club   2009 - 2011
Ancient Order of Hibernians  2009 - 2011

Skills
Fixed Annuities, Long Term Care Insurance, Retirement, IRAs, Disability Insurance, Life Insurance, Insurance, Series 7, Estate Planning, Long-term Care, 401k, Mutual Funds, Term Life Insurance

Education
The American College   1998 — 2002
Chartered Life Underwriter (CLU); Chartered Financial Consultant (ChFC)

Southeastern Louisiana University   1979 — 1984
BA, Health and Physical Education

St. Paul's High School   1974 — 1977
HS Diploma, N/A

Mark Pappa Mark Pappa Hartford, Connecticut Area Details
Mark Pappa's Lincoln Financial Securities Experience August 2012 - Present
Job Advisory Representative
Industry Financial Services
Experience
Lincoln Financial Securities   August 2012 - Present

Education
The University of Connecticut   1992 — 1996
Economics

Brent D. Thoman Brent D. Thoman Shelbyville, Indiana Details
Brent D. Thoman's Lincoln Financial Securities Experience July 2005 - July 2014
Job Partner at coreVision Financial Group
Industry Financial Services
Experience
coreVision Financial Group   January 2015 - Present
LPL Financial  July 2014 - Present
Thoman Financial Advisors   July 2012 - December 2014
Lincoln Financial Securities   July 2005 - July 2014
Business & Professional Financial Services, Inc.   June 1999 - June 2012

Skills
Fee Based Investment..., 401k Rollovers, Mutual Funds, Stocks, Bonds, Traditional IRA's, Roth IRA's, 529 Plans, Variable Annuities, Fixed Annuities, 401k's, Retirement Planning, Estate Planning, Life Insurance -..., Long Term Care Insurance, Securities, Financial Services, Financial Advisory, FINRA, Insurance, Marketing, Series 7, Life Insurance, Retirement, Wealth Management, Long-term Care, Term Life Insurance, Strategic Financial..., Investments, Health Insurance, Asset Management, Small Business, Investment Advisory, IRAs, Relationship Management, Wealth Management..., Wealth, Financial Planners, ERISA, Investment Strategies, Employee Benefits, Series 63

Education
University of Indianapolis   1995 — 1999
Bachelor of Science, Economics and Finance

Daniel Randall Daniel Randall Raleigh, North Carolina Details
Daniel Randall's Lincoln Financial Securities Experience January 1999 - Present
Job Managing Partner The Carolinas Financial Network
Industry Financial Services
Experience
The Carolinas Financial Network  July 2007 - Present
Lincoln Financial Group  May 2006 - Present
Lincoln Financial Securities   January 1999 - Present
East Carolina University  April 1997 - Present
Jefferson Pilot Financial  January 1990 - May 2006

Education
East Carolina University - College of Business   1987 — 1989
BSBA, Finance

Montreat College   1985 — 1987
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services

Isothermal Community College   1984 — 1985
General Studies

Kris Essex Kris Essex Greensboro, North Carolina Details
Kris Essex's Lincoln Financial Securities Experience September 2005 - Present
Job Branch Manager Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Group  September 2005 - Present
Lincoln Financial Securities   September 2005 - Present
New England Financial  September 2000 - September 2005
Prudential Financial  August 1998 - September 2000

Education
Appalachian State University
Bachelor of Arts (BA), Communication and Media Studies

Aryn Fry Aryn Fry Fort Wayne, Indiana Details
Aryn Fry's Lincoln Financial Securities Experience June 2003 - Present
Job Corporate Trainer at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities   June 2003 - Present
Colonial Supplemental Insurance  March 2003 - November 2004
Aflac  July 2000 - March 2003

Skills
Customer Service, Time Management, Microsoft Office, Insurance, Microsoft Excel, PowerPoint, Sales, Management, Process Improvement, Life Insurance, Microsoft Word, Team Leadership, Series 6, 401k, Software Documentation

Education
eCornell University   2012 — 2013
Project Leadership Certification, Project Management

Indiana Wesleyan University   2010 — 2013
Bachelor of Business Administration (BBA), Business Management

Ivy Tech Community College   2008 — 2010
Certification, Massage Therapy/Therapeutic Massage

Perry Hudspeth Perry Hudspeth Greensboro/Winston-Salem, North Carolina Area Details
Perry Hudspeth's Lincoln Financial Securities Experience September 2002 - Present
Job Associate at Hege Financial Group
Industry Financial Services
Experience
Lincoln Financial Securities   September 2002 - Present
Anchor Financial Group  November 2002 - July 2014
ACC Football Officials   1992 - 2011
Wachovia, A Wells Fargo Company  1996 - 2002

Skills
Management, Event Planning, Fundraising, Leadership, Strategic Planning, Small Business, Sales, Public Speaking, Customer Service, Team Building

Education
College for Financial Planning   2007 — 2008
CRPC, Retirement Planning

American College   1973 — 1975
CLU, Insurance and Estate Planning

Appalachian State University   1967 — 1971
B.S. - B.A., Business

Deanna Salvatore Casey Deanna Salvatore Casey Concord, New Hampshire Details
Deanna Salvatore Casey's Lincoln Financial Securities Experience September 2013 - Present
Job Producer Services at Lincoln Financial Securities
Industry Financial Services
Experience
Merrimack Valley High School  November 2013 - Present
Lincoln Financial Securities   September 2013 - Present
Lincoln Financial Group  August 2005 - Present
Alcohol and Drug Intervention Program   2003 - 2005

Skills
Customer Service, Life Insurance, Securities, Long-term Customer..., Building Relationships

Education
Springfield College   2004 — 2005
Bachelor of Science, Human Services

New Hampshire Technical Institute   2003 — 2004
Associate of Science, Addiction Counseling

Assumption College   2001 — 2003
Social Rehabilitation and Spanish

Torrey Greene Torrey Greene Greater Boston Area Details
Torrey Greene's Lincoln Financial Securities Experience November 1994 - Present
Job Principal at Greene & Associates Integrated Retirement Strategies
Industry Financial Services
Experience
Greene & Associates Integrated Retirement Strategies   May 2004 - Present
Lincoln Financial Securities   November 1994 - Present

Skills
Retirement Planning, Financial Services, Financial Advisory, Small Business

Education
University of New Hampshire

Ann Cox Ansel Ann Cox Ansel Baltimore, Maryland Area Details
Ann Cox Ansel's Lincoln Financial Securities Experience 2013 - 2014
Job Partner and Director of Wealth Management & Financial Services at Redmer Financial Group
Industry Investment Management
Experience
Redmer Financial Group   October 2013 - Present
PAR Fund Board of Directors   2014 - 2014
PAR Fund Board of Directors   2014 - 2014
Lincoln Financial Securities   2013 - 2014
JDRF  2009 - 2014
M&T Investment Group  August 2011 - October 2013
Northwest Savings Bank  June 2008 - August 2011
PNC Investments  September 2007 - June 2008
Mercantile Bank  1977 - 2007

Education
Notre Dame of Maryland University   2000 — 2003
Master of Arts (MA), Management, Marketing

Notre Dame of Maryland University   1992 — 1998
Bachelor of Arts (BA), Finance & Management

Ed Misle Ed Misle Charlotte, North Carolina Area Details
Ed Misle's Lincoln Financial Securities Experience April 1977 - Present
Job Broker at WealthPlan Financial
Industry Financial Services
Experience
WealthPlan Financial   April 1977 - Present
Lincoln Financial Securities   April 1977 - Present

Skills
Investments, Insurance, Retirement, Financial Services, Securities, Sales, Fixed Annuities, Retirement Planning, Strategic Planning, Underwriting, Disability Insurance, Series 7, Series 63, Financial Analysis, Life Insurance, Asset Management, Estate Planning, Portfolio Management, Business Development

Education
University of North Carolina at Charlotte   1971 — 1976
Bachelor of Science (B.S.), Political Science

East Mecklenburg   1968 — 1971

Chad Horner Chad Horner Raleigh-Durham, North Carolina Area Details
Chad Horner's Lincoln Financial Securities Experience June 1997 - Present
Job Ceritifed Financial Planner
Industry Financial Services
Experience
Lincoln Financial Securities   June 1997 - Present
Zevatech   1996 - 1997

Skills
Public Speaking, Wealth Management, Retirement Planning, Microsoft Office, Research, Sales Management, Leadership, Customer Service, Strategic Planning, Investment Advisory, Sales, Mutual Funds, Life Insurance, Variable Annuities, Disability Insurance, Personal Financial..., Long Term Care Insurance, Management, Investments, Finance

Education
North Carolina State University - College of Management   1992 — 1996
BS, Business Management

Nicole Milligan-Murray Nicole Milligan-Murray Greater Boston Area Details
Nicole Milligan-Murray's Lincoln Financial Securities Experience February 2015 - Present
Job Investment Services at Lincoln Financial Securities
Industry Insurance
Experience
Lincoln Financial Securities   February 2015 - Present
Kelly Services(Measured Progress)   March 2009 - February 2015
Concord Group Insurance  November 2000 - September 2006

Skills
Insurance, General Insurance

Education
Georgian Court University   1987 — 1992
Bachelor of Arts (B.A.), Mathematics

Erik Niland Erik Niland Greater Boston Area Details
Erik Niland's Lincoln Financial Securities Experience January 2000 - June 2006
Job Senior Product Manager at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.)   June 2006 - Present
LINCOLN FINANCIAL SECURITIES   January 2000 - June 2006
CITISTREET / CITIGROUP   October 1998 - January 2000
RAYMOND JAMES FINANCIAL  January 1997 - October 1998

Education
Southern New Hampshire University
Master of Business Administration; Certificate, Marketing

Salem State University
Bachelor of Science, Business Administration; Marketing

Thomas A. Ragonese Thomas A. Ragonese East Hartford, Connecticut Details
Thomas A. Ragonese's Lincoln Financial Securities Experience April 2002 - Present
Job Partner at Constitution Advisory Group, LLC
Industry Investment Management
Experience
Constitution Advisory Group, LLC   July 2010 - Present
Lincoln Financial Securities   April 2002 - Present
Savino, Sturrock & Sullivan, LLC   April 2002 - June 2010
R. C. Knox and Company, Inc.   September 1994 - April 2002

Skills
Retirement Planning, 401k, Retirement, Securities, Wealth Management, Qualified Retirement..., Employee Benefits, Investments, Financial Services, Mutual Funds, Long-term Care, Series 63, Strategic Financial..., Fixed Annuities, Series 7, Financial Planning, Series 6, Strategic Planning

Education
Bentley University   1980 — 1984
BS/AS, Marketing Management/Accountancy

Jason L. Blomgren, CLU, ChFC, CFP Jason L. Blomgren, CLU, ChFC, CFP Des Moines, Iowa Area Details
Jason L. Blomgren, CLU, ChFC, CFP's Lincoln Financial Securities Experience February 2010 - Present
Job President & CEO at First Heartland Financial Group, Inc.
Industry Investment Management
Experience
Lincoln Financial Securities   February 2010 - Present
First Heartland Financial Group, Inc.   2001 - Present
John Hancock Financial Network  May 1996 - January 2010

Skills
401k, Estate Planning, Financial Advisory, Fixed Annuities, IRAs, Insurance, Investment Advisory, Investments, Life Insurance, Long-term Care, Marketing, Mutual Funds, Retirement, Long Term Care Insurance, Retirement Planning, Series 7, Strategic Financial..., Wealth Management

Education
University of Iowa
Business, Marketing

Nathan Law, CFP® Nathan Law, CFP® Greater Boston Area Details
Nathan Law, CFP®'s Lincoln Financial Securities Experience September 2010 - May 2011
Job Compliance Advisor
Industry Financial Services
Experience
Commonwealth Financial Network  May 2011 - Present
Lincoln Financial Securities   September 2010 - May 2011

Education
Boston University - Metropolitan College   2013 — 2014
Certificate in Financial Planning

Southern New Hampshire University   2005 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General

Dennis Chorney Dennis Chorney Arlington Heights, Illinois Details
Dennis Chorney's Lincoln Financial Securities Experience July 2008 - Present
Job Vice President at Kensington Financial Services, Inc
Industry Financial Services
Experience
Lincoln Financial Securities   July 2008 - Present
Kensington Financial Services, Inc   July 1999 - Present

Skills
Series 6, Retirement Planning, Series 63

Education
DePaul University
Bachelor of Arts (B.A.), Political Science and Government

Cindy Betts Cindy Betts Huntington, Indiana Details
Cindy Betts's Lincoln Financial Securities Experience September 2012 - Present
Job LRPS Business Operations Consultant at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities   September 2012 - Present
Lincoln Financial Group  July 2010 - September 2012
National MS Society  April 2002 - June 2007

Skills
Communication, Strategic Planning, Project Management, Business Analysis, Management, Team Leadership

Education
Ball State University   1982 — 1988
Master of Arts (M.A.), Applied Linguistics

Tracy Rood Tracy Rood South Windsor, Connecticut Details
Tracy Rood's Lincoln Financial Securities Experience May 2011 - February 2013
Job Underwriter at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  April 2014 - Present
Lincoln Financial Securities   May 2011 - February 2013

Skills
Investments, Microsoft Excel, Financial Planning, Financial Services, Sales, Fixed Annuities, Marketing, Series 6, Mutual Funds, Insurance, Series 7, Series 63, Life Insurance, Strategic Financial...

Education
Union College   1987 — 1991
Psychology

Ellen Menzo Ellen Menzo Columbia, South Carolina Area Details
Ellen Menzo's Lincoln Financial Securities Experience 1986 - 2013
Job
Industry Writing and Editing
Experience
Lincoln Financial Securities   1986 - 2013
Diocese of Allentown  1984 - 1986
Lehigh County School Districts   1982 - 1984
Learn and Play Preschool   1976 - 1978
Canton Local School District  1973 - 1976
Paramus School District  1965 - 1966

Skills
Microsoft Office, Customer Service, Social Media, Management, Creative Nonfiction..., Leadership, Creative Writing

Education
Caldwell College   1962 — 1965
Bachelor of Arts, English/Elementary Education

Fairleigh Dickinson University   1961 — 1962
Elementary Education and Teaching

KASHENA COWAN KASHENA COWAN Greensboro, North Carolina Details
KASHENA COWAN's Lincoln Financial Securities Experience May 2008 - Present
Job Customer Care Professional at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities   May 2008 - Present
NCO Financial Services  February 2003 - May 2008
Walmart  June 1999 - June 2003

Education
University of North Carolina at Greensboro   1998 — 2002
Textile Design & Marketing

Claudio Basilici Claudio Basilici Fort Wayne, Indiana Details
Claudio Basilici's Lincoln Financial Securities Experience January 1990 - Present
Job Lead Programmer Analyst presso Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities   January 1990 - Present
Alenia Aeronautica  September 1981 - October 1987
Icet Industrie SpA   October 1978 - August 1981

Skills
Business Analysis, Investments, Insurance, Microsoft Office, SQL, Financial Services, Finance, SDLC, Analysis, Management, Microsoft Excel, Process Improvement, Leadership

Education
Indiana University—Purdue University Fort Wayne   1989 — 1993
Bachelor's degree, Electrical Engineering Technology, Minor Computer Science

Instituto Antonio Meucci, Specializato in Telecomunicazioni, Roma Italia   1973 — 1976
Diploma Tecnico Industriale, Tecnologia/tecnico delle telecomunicazioni, 42/60

Beth R. Hardison Beth R. Hardison New London, North Carolina Details
Beth R. Hardison's Lincoln Financial Securities Experience February 1996 - Present
Job Consultant, Business Systems Analyst at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities   February 1996 - Present
Arthur A. Oliver & Son   February 1986 - February 1995

Skills
Insurance, Business Requirements, Requirements Gathering, Team Leadership, Process Improvement, Project Management, Account Management, Accounts Payable, Accounts Receivable, General Ledger, Credit Analysis

Education
Indiana University-Southeast   1980 — 1982
Business Administration, Management and Operations

Indiana University SE   1980 — 1982
Accounting and Business/Management

Faversham School of Travel   1982 — 1983
Tourism and Travel Services Management

Isley Laurie Isley Laurie Greensboro, North Carolina Details
Isley Laurie's Lincoln Financial Securities Experience August 1999 - Present
Job Customer Service Professional at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities   August 1999 - Present
Integon GMAC Insurance   July 1996 - August 1999
Tom Sineath Designs Inc   September 1992 - July 1996

Education
Appalachian State University   1989 — 1990
Attended 1 year

Alamance Community College   1985 — 1989
Associates in Applied Science, Business Administration

Michaela Bruner Michaela Bruner Greater Omaha Area Details
Michaela Bruner's Lincoln Financial Securities Experience June 2006 - Present
Job Underwriting at Lincoln Financial Securities
Industry Financial Services
Experience
Lincoln Financial Securities   June 2006 - Present
Lincoln Financial Distributors  June 2013 - March 2014

Skills
Strategic Financial..., Life Insurance, Insurance, Financial Advisory, Fixed Annuities, Underwriting, Leadership, Term Life Insurance, Health Insurance, Customer Service, Marketing, Management

Education
Bellevue University   2004 — 2006
Bachelor of Applied Science (BASc), Marketing/Marketing Management, General

Jennifer Balser Jennifer Balser Fort Wayne, Indiana Details
Jennifer Balser's Lincoln Financial Securities Experience August 2015 - Present
Job RM Consultant
Industry Financial Services
Experience
Lincoln Financial Securities   August 2015 - Present

Education
Indiana University—Purdue University Fort Wayne   2003 — 2005

Robert Poletti Robert Poletti Wayne, Pennsylvania Details
Robert Poletti's Lincoln Financial Securities Experience June 1996 - Present
Job Registered Representative at Lincoln Financial Securities
Industry Insurance
Experience
Lincoln Financial Securities   June 1996 - Present
Insurance Planning Group   April 1992 - Present

Skills
Microsoft Excel, Microsoft Word, Life Insurance, Disability Insurance, Property & Casualty..., Fixed Annuities, Variable Annuities, Leadership

Education
Saint Joseph's University
Bachelor of Science (BS), Food Marketing

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