Lincoln Investment
Lincoln Investment List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lincoln Investment. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Lincoln Investment Salaries. You can even request information on how much does Lincoln Investment pay if you want to. Learn about salaries, pros and cons of working for Lincoln Investment 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!
71 Lincoln Investment employees in database. Find out everything there's to know about Lincoln Investment 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 Investment Employees
Employee
Years
Job
Industry
Scott Milstein Scott Milstein's Lincoln Investment Experience July 2013 - April 2015
Job Financial Consultant at CUSO Financial Services, LP
Industry Financial Services
Experience
TruMark Financial Credit Union April 2015 - Present
CUSO Financial Services, LP April 2015 - Present
Lincoln Investment July 2013 - April 2015
CUSO Financial Services January 2013 - July 2013
Karr Barth Associates/AXA Advisors, LLC May 2012 - January 2013
Valic April 1986 - May 2012
Clover 1979 - 1986
Skills
Retirement Planning, Fixed Annuities, Retirement, Insurance, Variable Annuities, Series 7, Series 6, Series 63, Asset Allocation, Pensions, Relationship Management, Retirement Income..., Annuity, IRA's, Long-term Care, Asset Managment, Fixed Assets, Mutual funds, Separately Managed..., Portfolio Management, Qualified Retirement..., Retirement Savings, 403 b, 403 b rollover, 401k Rollovers, IRA rollovers, Roth IRA, Investments, Financial Services, 401k, Investment Advisory, Financial Advisory, Series 65, Defined Contribution, Annuity Sales, Rollovers, Securities, Investment Management, Financial Planning, 457 Plans, Retirement Income..., Wealth Management, Index annuities
Education
Temple University 1974 — 1978
TruMark Financial Credit Union April 2015 - Present
CUSO Financial Services, LP April 2015 - Present
Lincoln Investment July 2013 - April 2015
CUSO Financial Services January 2013 - July 2013
Karr Barth Associates/AXA Advisors, LLC May 2012 - January 2013
Valic April 1986 - May 2012
Clover 1979 - 1986
Skills
Retirement Planning, Fixed Annuities, Retirement, Insurance, Variable Annuities, Series 7, Series 6, Series 63, Asset Allocation, Pensions, Relationship Management, Retirement Income..., Annuity, IRA's, Long-term Care, Asset Managment, Fixed Assets, Mutual funds, Separately Managed..., Portfolio Management, Qualified Retirement..., Retirement Savings, 403 b, 403 b rollover, 401k Rollovers, IRA rollovers, Roth IRA, Investments, Financial Services, 401k, Investment Advisory, Financial Advisory, Series 65, Defined Contribution, Annuity Sales, Rollovers, Securities, Investment Management, Financial Planning, 457 Plans, Retirement Income..., Wealth Management, Index annuities
Education
Temple University 1974 — 1978
Joseph Diana Joseph Diana's Lincoln Investment Experience January 2011 - January 2014
Job Offender Rehabilitation Coordinator at NYS Department of Corrections and Community Supervision/MidState Correctional
Industry Public Safety
Experience
NYS Department of Corrections and Community Supervision/Mid-State Correctional Facility April 2015 - Present
New York State Office of Mental Health January 2012 - Present
Nine Mile Firearms August 2011 - Present
Lincoln Investment January 2011 - January 2014
Edward Jones January 2008 - February 2009
The Hartford February 2002 - January 2008
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Coaching, Financial Analysis, Insurance, Risk Management, Finance, Analysis, Leadership, Data Analysis, Training, Banking
Education
Rollins College - Crummer Graduate School of Business 1997 — 1999
Master of Business Administration (MBA), Management Science and Marketing
Rollins College 1994 — 1997
Bachelor of Arts (B.A.), Psychology
NYS Department of Corrections and Community Supervision/Mid-State Correctional Facility April 2015 - Present
New York State Office of Mental Health January 2012 - Present
Nine Mile Firearms August 2011 - Present
Lincoln Investment January 2011 - January 2014
Edward Jones January 2008 - February 2009
The Hartford February 2002 - January 2008
Skills
PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Coaching, Financial Analysis, Insurance, Risk Management, Finance, Analysis, Leadership, Data Analysis, Training, Banking
Education
Rollins College - Crummer Graduate School of Business 1997 — 1999
Master of Business Administration (MBA), Management Science and Marketing
Rollins College 1994 — 1997
Bachelor of Arts (B.A.), Psychology
Walter Altorfer Walter Altorfer's Lincoln Investment Experience 2012 - Present
Job Investment advisor representative
Industry Financial Services
Experience
Lincoln Investment 2012 - Present
WRA & Associates May 2004 - Present
BenefIT Technologies 1998 - 2001
Skopbank September 1989 - June 1996
Banque Indosuez 1980 - 1989
Wells Fargo Bank 1969 - 1974
Skills
Retirement Planning, Investments, Investment Advisory, Wealth Management, Securities, Mutual Funds, Asset Allocation, Financial Services, Financial Planning, Banking, Portfolio Management, Asset Management, Series 7, Financial Analysis, Credit, Management, Risk Management
Education
University of California, Los Angeles 1966 — 1967
MBA, finance
University of California, Berkeley 1962 — 1966
BS, business administration
Lincoln Investment 2012 - Present
WRA & Associates May 2004 - Present
BenefIT Technologies 1998 - 2001
Skopbank September 1989 - June 1996
Banque Indosuez 1980 - 1989
Wells Fargo Bank 1969 - 1974
Skills
Retirement Planning, Investments, Investment Advisory, Wealth Management, Securities, Mutual Funds, Asset Allocation, Financial Services, Financial Planning, Banking, Portfolio Management, Asset Management, Series 7, Financial Analysis, Credit, Management, Risk Management
Education
University of California, Los Angeles 1966 — 1967
MBA, finance
University of California, Berkeley 1962 — 1966
BS, business administration
Norma Pizzini Norma Pizzini's Lincoln Investment Experience April 2014 - May 2015
Job Financial Services Professional
Industry Financial Services
Experience
Lincoln Investment April 2014 - May 2015
Nationwide Financial April 2003 - August 2012
Citi November 1996 - March 2003
Skills
Licensed Life & Health..., Series 63, Series 6, Certified Retirement..., Bilingual, English/Spanish
Education
New York University 1994 — 1996
Certificate in Financial Planning
New Jersey City University 1990 — 1994
Bachelor's degree, Finance, General
Lincoln Investment April 2014 - May 2015
Nationwide Financial April 2003 - August 2012
Citi November 1996 - March 2003
Skills
Licensed Life & Health..., Series 63, Series 6, Certified Retirement..., Bilingual, English/Spanish
Education
New York University 1994 — 1996
Certificate in Financial Planning
New Jersey City University 1990 — 1994
Bachelor's degree, Finance, General
Jeffrey Faller CFP®, AIF® Jeffrey Faller CFP®, AIF®'s Lincoln Investment Experience 2008 - Present
Job Certified Financial Planner™professional at The Faller Company LLC
Industry Financial Services
Experience
The Faller Company LLC July 1999 - Present
The Faller Company LLC July 1999 - Present
Lincoln Investment 2008 - Present
Skills
Certified Financial..., Retirement Plan..., Asset Managment, Retirement Planning, Mutual Funds, 401k, Investment Advisory, Retirement, Wealth Management, Fixed Annuities, Asset Allocation, Series 63, IRAs, Securities, FINRA, Investments, Investment Strategies, Life Insurance, Long-term Care
Education
La Salle University 1981 — 1985
Bachelor of Science (BS), Marketing
The Faller Company LLC July 1999 - Present
The Faller Company LLC July 1999 - Present
Lincoln Investment 2008 - Present
Skills
Certified Financial..., Retirement Plan..., Asset Managment, Retirement Planning, Mutual Funds, 401k, Investment Advisory, Retirement, Wealth Management, Fixed Annuities, Asset Allocation, Series 63, IRAs, Securities, FINRA, Investments, Investment Strategies, Life Insurance, Long-term Care
Education
La Salle University 1981 — 1985
Bachelor of Science (BS), Marketing
Deborah Lean Deborah Lean's Lincoln Investment Experience 2009 - 2014
Job Dedicated, energetic and confident professional with a "get the job done" attitude.
Industry
Experience
Lincoln Investment 2009 - 2014
Bates Technical College 1998 - 2006
Skills
Customer Service, Organizational..., Time Management, Office Management, Performance Management, Conflict Resolution, Confidentiality, Policy and Procedure..., Budget Management, Supervisory Skills, Team Leadership
Education
Bates Technical College
Lincoln Investment 2009 - 2014
Bates Technical College 1998 - 2006
Skills
Customer Service, Organizational..., Time Management, Office Management, Performance Management, Conflict Resolution, Confidentiality, Policy and Procedure..., Budget Management, Supervisory Skills, Team Leadership
Education
Bates Technical College
Christopher Jackson AIF® Christopher Jackson AIF®'s Lincoln Investment Experience December 2005 - Present
Job Branch Manager at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment December 2005 - Present
CitiStreet/The Copeland Companies March 1986 - December 2005
Skills
Mutual Funds, Retirement Planning, Retirement, 401k, Series 6, Series 7, Wealth Management, Series 63, Securities, Asset Allocation, Investment Advisory, Investments, Strategic Financial..., Fixed Annuities, Insurance, FINRA, Asset Management, Portfolio Management, Life Insurance, Financial Services, Talent Acquisition, Coaching, Advisor development, Financial Advisor..., Retirement Education, Financial Advisory, Long-term Care
Education
Western Illinois University 1982 — 1985
Bachelors In Finance, Investments
College of DuPage 1980 — 1982
Associates Degree, Business
Naperville North High School 1974 — 1978
Lincoln Investment December 2005 - Present
CitiStreet/The Copeland Companies March 1986 - December 2005
Skills
Mutual Funds, Retirement Planning, Retirement, 401k, Series 6, Series 7, Wealth Management, Series 63, Securities, Asset Allocation, Investment Advisory, Investments, Strategic Financial..., Fixed Annuities, Insurance, FINRA, Asset Management, Portfolio Management, Life Insurance, Financial Services, Talent Acquisition, Coaching, Advisor development, Financial Advisor..., Retirement Education, Financial Advisory, Long-term Care
Education
Western Illinois University 1982 — 1985
Bachelors In Finance, Investments
College of DuPage 1980 — 1982
Associates Degree, Business
Naperville North High School 1974 — 1978
Brandon Nowakowski Brandon Nowakowski's Lincoln Investment Experience July 2015 - Present
Job Associate at Lincoln Investment
Industry Investment Banking
Experience
Lincoln Investment July 2015 - Present
Crate and Barrel October 2013 - Present
Driehaus Enterprise Management, Inc. April 2014 - June 2014
Skills
Customer Service, Sales, Retail, Microsoft Excel, Retail Sales, Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Finance, Management, Time Management, Real Estate, Accounting, Data Entry, Outlook, Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Financial Planning, Financial Forecasting, Investments, Bloomberg
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.6 GPA
Lincoln Investment July 2015 - Present
Crate and Barrel October 2013 - Present
Driehaus Enterprise Management, Inc. April 2014 - June 2014
Skills
Customer Service, Sales, Retail, Microsoft Excel, Retail Sales, Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Finance, Management, Time Management, Real Estate, Accounting, Data Entry, Outlook, Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Financial Planning, Financial Forecasting, Investments, Bloomberg
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.6 GPA
Jay Johnson Jay Johnson's Lincoln Investment Experience April 2015 - Present
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment April 2015 - Present
New York Life December 2013 - September 2014
Philip T English International Financial Services Limited September 2011 - December 2013
Chartwell April 2009 - September 2011
Lighthouse Financial Initiatives Ltd. February 2006 - January 2009
St. James's Place Wealth Management Group February 2002 - February 2006
Skills
Financial Advisory, Corporate and Employee..., Retirement Planning, US 403(b), US 401k, US 401K Rollovers, US IRAs, US Roth IRAs, Investment Planning, Global Financial Markets, ETFs, Mutual Funds, Hedge Funds, Foreign Currency, QROPS, QNUPS, UK Pension Analysis, UK Personal Pensions, UK SIPPs, UK ISAs, UK Unit Trusts, Commodities, Risk Management, Private Banking, Electronic trading
Education
University of Nevada-Las Vegas 1987 — 1990
College of Southern Nevada 1986 — 1987
Snow College 1985 — 1986
Bishop Gorman Catholic College Preparatory High School 1982 — 1985
Lincoln Investment April 2015 - Present
New York Life December 2013 - September 2014
Philip T English International Financial Services Limited September 2011 - December 2013
Chartwell April 2009 - September 2011
Lighthouse Financial Initiatives Ltd. February 2006 - January 2009
St. James's Place Wealth Management Group February 2002 - February 2006
Skills
Financial Advisory, Corporate and Employee..., Retirement Planning, US 403(b), US 401k, US 401K Rollovers, US IRAs, US Roth IRAs, Investment Planning, Global Financial Markets, ETFs, Mutual Funds, Hedge Funds, Foreign Currency, QROPS, QNUPS, UK Pension Analysis, UK Personal Pensions, UK SIPPs, UK ISAs, UK Unit Trusts, Commodities, Risk Management, Private Banking, Electronic trading
Education
University of Nevada-Las Vegas 1987 — 1990
College of Southern Nevada 1986 — 1987
Snow College 1985 — 1986
Bishop Gorman Catholic College Preparatory High School 1982 — 1985
Neil Wernick Neil Wernick's Lincoln Investment Experience May 2007 - October 2013
Job President and CEO at ENTU, LLC
Industry Executive Office
Experience
Rifkin-Wernick Associates October 2013 - Present
ENTU, LLC October 2013 - Present
Lincoln Investment May 2007 - October 2013
XL Capital 2005 - 2007
XL Insurance 1999 - 2005
ECS, Inc. 1992 - 1999
Rifkin-Wernick Associates 1984 - 1992
Skills
Business Strategy, Business Development, Leadership, Marketing, Strategy, Management, Integrated Marketing, Change Management, Process Improvement, New Business Development, Marketing Strategy, Mergers & Acquisitions, Advertising, B2B, Insurance, Brand Management, Executive Management, Strategic Planning, Financial Services, Internal Communications, Media Relations, Business Planning, Team Building, Entrepreneurship, Social Media Marketing, Corporate Communications, Social Media, Coaching, Sales, Marketing Communications, Public Relations, Digital Marketing, Thought Leadership, Management Consulting, Lead Generation, Marketing Management, Social Networking, Consulting, Training, Project Management, Market Research, Brand Development, Online Marketing, Organizational..., Strategic Communications, Digital Strategy, Budgets
Education
Drexel University
MBA, Marketing Management
Rutgers University-New Brunswick
BS Engineering, Industrial Engineering
Rifkin-Wernick Associates October 2013 - Present
ENTU, LLC October 2013 - Present
Lincoln Investment May 2007 - October 2013
XL Capital 2005 - 2007
XL Insurance 1999 - 2005
ECS, Inc. 1992 - 1999
Rifkin-Wernick Associates 1984 - 1992
Skills
Business Strategy, Business Development, Leadership, Marketing, Strategy, Management, Integrated Marketing, Change Management, Process Improvement, New Business Development, Marketing Strategy, Mergers & Acquisitions, Advertising, B2B, Insurance, Brand Management, Executive Management, Strategic Planning, Financial Services, Internal Communications, Media Relations, Business Planning, Team Building, Entrepreneurship, Social Media Marketing, Corporate Communications, Social Media, Coaching, Sales, Marketing Communications, Public Relations, Digital Marketing, Thought Leadership, Management Consulting, Lead Generation, Marketing Management, Social Networking, Consulting, Training, Project Management, Market Research, Brand Development, Online Marketing, Organizational..., Strategic Communications, Digital Strategy, Budgets
Education
Drexel University
MBA, Marketing Management
Rutgers University-New Brunswick
BS Engineering, Industrial Engineering
John Finase John Finase's Lincoln Investment Experience 1992 - Present
Job Investment Advisor Representative
Industry Investment Management
Experience
Lincoln Investment 1992 - Present
King Philip Regional High School (Wrentham, MA) 1976 - 2011
Education
Central Connecticut State University 1971 — 1975
BA, Political Science
Framingham State College
MBA, Public Administration
Lincoln Investment 1992 - Present
King Philip Regional High School (Wrentham, MA) 1976 - 2011
Education
Central Connecticut State University 1971 — 1975
BA, Political Science
Framingham State College
MBA, Public Administration
Walter Starghill III's Lincoln Investment Experience 2014 - Present
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment 2014 - Present
New York Life Insurance Company July 2011 - November 2013
Skills
Leadership, Recruiting, Strategic Planning, Process Improvement, Sales Management, Public Speaking, Risk Management, Training, Data Analysis, Entrepreneurship, Team Leadership, Forecasting, Leadership Development, Microsoft Excel, Team Building, Retirement Planning, Financial Analysis, Analysis, Sales, Strategic Financial..., Insurance, Finance, Investments, Financial Planning
Education
Purdue University 2005 — 2009
Lincoln Investment 2014 - Present
New York Life Insurance Company July 2011 - November 2013
Skills
Leadership, Recruiting, Strategic Planning, Process Improvement, Sales Management, Public Speaking, Risk Management, Training, Data Analysis, Entrepreneurship, Team Leadership, Forecasting, Leadership Development, Microsoft Excel, Team Building, Retirement Planning, Financial Analysis, Analysis, Sales, Strategic Financial..., Insurance, Finance, Investments, Financial Planning
Education
Purdue University 2005 — 2009
Christine V. Lawson Christine V. Lawson's Lincoln Investment Experience December 2014 - Present
Job Corporate Communications Manager at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment December 2014 - Present
Janney Montgomery Scott February 2013 - December 2014
The American College October 2012 - February 2013
Banker's Academy March 2012 - October 2012
The Vanguard Group September 2010 - November 2011
Central Bucks School District September 2007 - August 2010
LexisNexis August 2001 - September 2003
The Vanguard Group October 1996 - August 2001
CIGNA April 1992 - October 1996
Skills
Marketing Communications, Editing, Corporate Communications, Newsletters, Marketing, Social Media, SEO, Project Management, Marketing Strategy, Copywriting, Proofreading, Email Marketing, Copy Editing, PowerPoint, Microsoft Excel, Press Releases, Proposal Writing, Brand Awareness, Adobe Acrobat, Brochures, Writing, Messaging, Microsoft Office, Outlook, Lotus Notes, E-newsletter, RFP, Freelance Writing, Contractual Agreements, Contract Management, Mortgage Lending, Executive Messaging, Campaign Management, Campaign Strategies, Corporate Branding, Values-based Leadership, Web Content, Web Marketing, HTML emails, Constant Contact, Digital Media, Digital Marketing, Social Media Marketing, Campaign Plans, CEOs, Email Strategy, Investments, Strategic Planning, Content Management, Content Strategy
Education
Villanova University School of Law
Doctor of Law (J.D.)
University of Pennsylvania
B.A. in English / minor in Marketing (Wharton School)
Lincoln Investment December 2014 - Present
Janney Montgomery Scott February 2013 - December 2014
The American College October 2012 - February 2013
Banker's Academy March 2012 - October 2012
The Vanguard Group September 2010 - November 2011
Central Bucks School District September 2007 - August 2010
LexisNexis August 2001 - September 2003
The Vanguard Group October 1996 - August 2001
CIGNA April 1992 - October 1996
Skills
Marketing Communications, Editing, Corporate Communications, Newsletters, Marketing, Social Media, SEO, Project Management, Marketing Strategy, Copywriting, Proofreading, Email Marketing, Copy Editing, PowerPoint, Microsoft Excel, Press Releases, Proposal Writing, Brand Awareness, Adobe Acrobat, Brochures, Writing, Messaging, Microsoft Office, Outlook, Lotus Notes, E-newsletter, RFP, Freelance Writing, Contractual Agreements, Contract Management, Mortgage Lending, Executive Messaging, Campaign Management, Campaign Strategies, Corporate Branding, Values-based Leadership, Web Content, Web Marketing, HTML emails, Constant Contact, Digital Media, Digital Marketing, Social Media Marketing, Campaign Plans, CEOs, Email Strategy, Investments, Strategic Planning, Content Management, Content Strategy
Education
Villanova University School of Law
Doctor of Law (J.D.)
University of Pennsylvania
B.A. in English / minor in Marketing (Wharton School)
Christopher Kelm Christopher Kelm's Lincoln Investment Experience 2014 - Present
Job Director Operations at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment 2014 - Present
Bryant Park Capital 2011 - 2014
TD Wealth Management Services Inc. April 1992 - July 2010
Commerce Capital Markets 2004 - 2007
Commerce Capital Markets, Inc. 2001 - 2004
Commerce Capital Markets 1998 - 2001
Commerce Capital Markets 1992 - 1998
Cypress Securities Inc. 1992 - 1995
Janney Montgomery Scott 1989 - 1992
Skills
Investment Banking, Series 7, Investment Management, Private Equity, Securities, Finance, Equities, Capital Markets, Alternative Investments, Fixed Income, Bonds, Investments, Mutual Funds, Asset Managment, Wealth Management, Portfolio Management, Trading, Financial Modeling, Due Diligence, Investment Strategies, Financial Services, FINRA, Financial Risk
Education
La Salle University 1985 — 1989
BA, Economics
Lincoln Investment 2014 - Present
Bryant Park Capital 2011 - 2014
TD Wealth Management Services Inc. April 1992 - July 2010
Commerce Capital Markets 2004 - 2007
Commerce Capital Markets, Inc. 2001 - 2004
Commerce Capital Markets 1998 - 2001
Commerce Capital Markets 1992 - 1998
Cypress Securities Inc. 1992 - 1995
Janney Montgomery Scott 1989 - 1992
Skills
Investment Banking, Series 7, Investment Management, Private Equity, Securities, Finance, Equities, Capital Markets, Alternative Investments, Fixed Income, Bonds, Investments, Mutual Funds, Asset Managment, Wealth Management, Portfolio Management, Trading, Financial Modeling, Due Diligence, Investment Strategies, Financial Services, FINRA, Financial Risk
Education
La Salle University 1985 — 1989
BA, Economics
Paul Dragovich Paul Dragovich's Lincoln Investment Experience October 2011 - Present
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment October 2011 - Present
Skills
Retirement Planning, Disability Insurance, Small Business, Insurance, Life Insurance, Long Term Care Insurance, Mutual Funds, Customer Service, Critical Illness, Marketing, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 401k, 401k Rollovers
Education
Penn State University 1985 — 1987
Bachelors, Electrical Engineering
Lincoln Investment October 2011 - Present
Skills
Retirement Planning, Disability Insurance, Small Business, Insurance, Life Insurance, Long Term Care Insurance, Mutual Funds, Customer Service, Critical Illness, Marketing, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, 401k, 401k Rollovers
Education
Penn State University 1985 — 1987
Bachelors, Electrical Engineering
Doris Tsui's Lincoln Investment Experience April 2015 - Present
Job Financial Analyst
Industry Financial Services
Experience
Lincoln Investment April 2015 - Present
Vanguard August 2014 - April 2015
Vanguard September 2012 - August 2014
Vanguard April 2011 - September 2012
Vanguard March 2010 - September 2010
Delaware Investments a member of Macquarie Group March 2009 - March 2010
Skills
Bloomberg, Auditing, Microsoft Excel, Microsoft Office, chartered financial..., Accounting, Internal Controls, Bloomberg Terminal, Finance
Education
Drexel University - College of Business and Administration 2006 — 2011
Bachelor of Science (B.S.), Concentration- Finance and Accounting Minor- Mandarin
Lincoln Investment April 2015 - Present
Vanguard August 2014 - April 2015
Vanguard September 2012 - August 2014
Vanguard April 2011 - September 2012
Vanguard March 2010 - September 2010
Delaware Investments a member of Macquarie Group March 2009 - March 2010
Skills
Bloomberg, Auditing, Microsoft Excel, Microsoft Office, chartered financial..., Accounting, Internal Controls, Bloomberg Terminal, Finance
Education
Drexel University - College of Business and Administration 2006 — 2011
Bachelor of Science (B.S.), Concentration- Finance and Accounting Minor- Mandarin
Jonathan Mast, CIMA® Jonathan Mast, CIMA®'s Lincoln Investment Experience October 2014 - Present
Job Advisor Consultant, Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment October 2014 - Present
Vanguard May 2011 - October 2014
New York Life Insurance Company October 2007 - April 2011
Skills
Retirement Planning, Investments, Mutual Funds, Securities, Retirement, Asset Allocation, Investment Management, Financial Services, Equities, Fixed Income, Insurance, Finance, Series 7, series 66, Series 63, Series 6
Education
Colorado State University 2001 — 2007
2007Bachelor of Arts, Political Science
Lincoln Investment October 2014 - Present
Vanguard May 2011 - October 2014
New York Life Insurance Company October 2007 - April 2011
Skills
Retirement Planning, Investments, Mutual Funds, Securities, Retirement, Asset Allocation, Investment Management, Financial Services, Equities, Fixed Income, Insurance, Finance, Series 7, series 66, Series 63, Series 6
Education
Colorado State University 2001 — 2007
2007Bachelor of Arts, Political Science
Scott Accamando Scott Accamando's Lincoln Investment Experience June 2015 - Present
Job Associate Branch Manager at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment June 2015 - Present
Benchmark Financial Advisors April 2014 - June 2015
Cetera Advisors Network January 2013 - February 2014
Mid Atlantic Capital Group, Inc. August 2011 - December 2012
Securities America, Inc. April 2009 - July 2011
LPL 2002 - 2009
Wachovia Securities 2000 - 2002
Prudential Securities 1998 - 2000
Dean Witter 1996 - 1998
Skills
Investments, Financial Advisory, Recruiting, Series 7, Mutual Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Allegheny College 1989 — 1993
BA, English
Gateway High School 1986 — 1989
Moon Junior High School
Lincoln Investment June 2015 - Present
Benchmark Financial Advisors April 2014 - June 2015
Cetera Advisors Network January 2013 - February 2014
Mid Atlantic Capital Group, Inc. August 2011 - December 2012
Securities America, Inc. April 2009 - July 2011
LPL 2002 - 2009
Wachovia Securities 2000 - 2002
Prudential Securities 1998 - 2000
Dean Witter 1996 - 1998
Skills
Investments, Financial Advisory, Recruiting, Series 7, Mutual Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Allegheny College 1989 — 1993
BA, English
Gateway High School 1986 — 1989
Moon Junior High School
Anne Werth Anne Werth's Lincoln Investment Experience 1998 - Present
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment 1998 - Present
Skills
Fixed Annuities, Mutual Funds, Long Term Care Insurance, Variable Annuities, Life Insurance
Education
Lake Erie College 1963 — 1967
Bachelor of Arts (B.A.), Elementary Education and Teaching
Fox Chapel Area High School
Lincoln Investment 1998 - Present
Skills
Fixed Annuities, Mutual Funds, Long Term Care Insurance, Variable Annuities, Life Insurance
Education
Lake Erie College 1963 — 1967
Bachelor of Arts (B.A.), Elementary Education and Teaching
Fox Chapel Area High School
Benjamin C. Fair Benjamin C. Fair's Lincoln Investment Experience August 2008 - Present
Job Financial Advisor with Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment August 2008 - Present
AXA Equitable April 1999 - July 2008
Skills
Retirement, Life and...
Education
Temple University 1989 — 1993
BBA, Finance and Real Estate, Fox School of Business and Management
Lower Merion High School
Lincoln Investment August 2008 - Present
AXA Equitable April 1999 - July 2008
Skills
Retirement, Life and...
Education
Temple University 1989 — 1993
BBA, Finance and Real Estate, Fox School of Business and Management
Lower Merion High School
Jeffrey Tomaneng Jeffrey Tomaneng's Lincoln Investment Experience January 2009 - Present
Job Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
Lincoln Investment January 2009 - Present
Financial Planning Association (FPA) September 2014 - Present
Financial Planning Association (FPA) of Massachusetts January 2011 - December 2013
Financial Planning Association September 2011 - October 2012
Financial Planning Association July 2007 - October 2010
U.S. Wealth Management June 2007 - December 2008
NAIFA-Greater Massachusetts July 2006 - June 2008
Baystate Financial Services February 2002 - June 2007
Bryant University Executive Development Center April 2006 - July 2006
Citizens Bank January 2001 - February 2002
Skills
Retirement Planning, Financial Planning, Mutual Funds, Long Term Care, Insurance Planning, Investment Strategies, Investments, Strategic Financial..., Financial Planners
Education
College for Financial Planning 2006 — 2012
CMFC®, AAMS®, Investment Planning
The American College 2004 — 2005
ChFC, CLU, CASL, Financial Planning, Insurance Planning, Retirement Coaching
New York University 2003 — 2003
Certificate, Financial Planning
Kaplan University 2001 — 2003
Certificate, Financial Planning
Washington University in St. Louis - Olin Business School 1989 — 1992
Bachelor of Science in Business Administration (BSBA), Marketing and Finance
Washington University in St. Louis 1988 — 1992
Bachelor of Science in Business Administration (BSBA), Psychology minor
McLeansboro High School 1984 — 1988
Diploma
Lincoln Investment January 2009 - Present
Financial Planning Association (FPA) September 2014 - Present
Financial Planning Association (FPA) of Massachusetts January 2011 - December 2013
Financial Planning Association September 2011 - October 2012
Financial Planning Association July 2007 - October 2010
U.S. Wealth Management June 2007 - December 2008
NAIFA-Greater Massachusetts July 2006 - June 2008
Baystate Financial Services February 2002 - June 2007
Bryant University Executive Development Center April 2006 - July 2006
Citizens Bank January 2001 - February 2002
Skills
Retirement Planning, Financial Planning, Mutual Funds, Long Term Care, Insurance Planning, Investment Strategies, Investments, Strategic Financial..., Financial Planners
Education
College for Financial Planning 2006 — 2012
CMFC®, AAMS®, Investment Planning
The American College 2004 — 2005
ChFC, CLU, CASL, Financial Planning, Insurance Planning, Retirement Coaching
New York University 2003 — 2003
Certificate, Financial Planning
Kaplan University 2001 — 2003
Certificate, Financial Planning
Washington University in St. Louis - Olin Business School 1989 — 1992
Bachelor of Science in Business Administration (BSBA), Marketing and Finance
Washington University in St. Louis 1988 — 1992
Bachelor of Science in Business Administration (BSBA), Psychology minor
McLeansboro High School 1984 — 1988
Diploma
Gina Hoang Gina Hoang's Lincoln Investment Experience March 2014 - February 2015
Job Treasury at International Raw Materials LTD
Industry Chemicals
Experience
International Raw Materials LTD February 2015 - Present
Lincoln Investment March 2014 - February 2015
Junto Group, Inc. November 2013 - March 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training, AS/400, SAP
Education
Temple University 2011 — 2013
Bachelor of Arts (B.A.) Economics, Economics
Temple University Japan 2010 — 2010
International Business
International Raw Materials LTD February 2015 - Present
Lincoln Investment March 2014 - February 2015
Junto Group, Inc. November 2013 - March 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training, AS/400, SAP
Education
Temple University 2011 — 2013
Bachelor of Arts (B.A.) Economics, Economics
Temple University Japan 2010 — 2010
International Business
Guy Kershberg Guy Kershberg's Lincoln Investment Experience May 2013 - Present
Job Financial Advisor at Lincoln Investment
Industry Banking
Experience
Lincoln Investment May 2013 - Present
MetroForex May 2012 - September 2012
Gelber Group LLC October 2011 - April 2012
Cornerstone Global Commodities August 2010 - April 2011
GK Capital Inc. 2009 - August 2010
Societe Generale December 2002 - February 2009
HotspotFX 2002 - 2002
Credit Commercial de France December 1994 - September 2001
Banque Indosuez February 1987 - November 1994
banque indosuez 1987 - 1994
Education
University of Hartford 1981 — 1982
MBA, Finance
Central Connecticut State University 1977 — 1981
BS, Finance
State University of New York College at Brockport 1976 — 1977
New Rochelle High School 1972 — 1976
Lincoln Investment May 2013 - Present
MetroForex May 2012 - September 2012
Gelber Group LLC October 2011 - April 2012
Cornerstone Global Commodities August 2010 - April 2011
GK Capital Inc. 2009 - August 2010
Societe Generale December 2002 - February 2009
HotspotFX 2002 - 2002
Credit Commercial de France December 1994 - September 2001
Banque Indosuez February 1987 - November 1994
banque indosuez 1987 - 1994
Education
University of Hartford 1981 — 1982
MBA, Finance
Central Connecticut State University 1977 — 1981
BS, Finance
State University of New York College at Brockport 1976 — 1977
New Rochelle High School 1972 — 1976
Rich LeSavoy Rich LeSavoy's Lincoln Investment Experience September 2014 - Present
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment September 2014 - Present
MassMEP October 2013 - August 2014
UFP Technologies, Inc. August 1995 - June 2013
CR Bard, Inc. 1988 - 1995
Education
Boston University 2012 — 2014
Certificate Program, Financial Planning, 3.7 GPA
Philadelphia University 1974 — 1978
BS, Management & Marketing
Lincoln Investment September 2014 - Present
MassMEP October 2013 - August 2014
UFP Technologies, Inc. August 1995 - June 2013
CR Bard, Inc. 1988 - 1995
Education
Boston University 2012 — 2014
Certificate Program, Financial Planning, 3.7 GPA
Philadelphia University 1974 — 1978
BS, Management & Marketing
Don Foster, AIF Don Foster, AIF's Lincoln Investment Experience 1988 - 1992
Job Managing Director, Straub Group Advisor Solutions
Industry Financial Services
Experience
Straub Group Advisor Solutions December 2009 - Present
LPL Financial 2008 - 2009
DWS Investments September 1998 - November 2006
Kemper Funds September 1998 - January 2001
Pioneer Investments January 1998 - September 1998
Salomon Brothers 1997 - 1998
Vista Mutual Funds/Chase Manhattan Bank 1992 - 1997
Lincoln Investment 1988 - 1992
Morgan Stanley March 1984 - December 1988
Skills
Investment Management, Financial Advisory, Financial Services, Series 7, Mutual Funds, Finance, Investment Strategies, Series 63, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Series 65, Securities, Asset Management, Series 24, Retirement, Investment Advisory, 401k, Retirement Planning, Separately Managed..., ETFs, FINRA, Series 6, Uniform Combined State..., IRAs, Estate Planning, Wealth, Wealth Management..., Fixed Annuities, High Net Worth...
Education
Penn State University 1975 — 1978
BA, English
Malvern Prep 1969 — 1973
High School
Straub Group Advisor Solutions December 2009 - Present
LPL Financial 2008 - 2009
DWS Investments September 1998 - November 2006
Kemper Funds September 1998 - January 2001
Pioneer Investments January 1998 - September 1998
Salomon Brothers 1997 - 1998
Vista Mutual Funds/Chase Manhattan Bank 1992 - 1997
Lincoln Investment 1988 - 1992
Morgan Stanley March 1984 - December 1988
Skills
Investment Management, Financial Advisory, Financial Services, Series 7, Mutual Funds, Finance, Investment Strategies, Series 63, Asset Allocation, Hedge Funds, Wealth Management, Alternative Investments, Series 65, Securities, Asset Management, Series 24, Retirement, Investment Advisory, 401k, Retirement Planning, Separately Managed..., ETFs, FINRA, Series 6, Uniform Combined State..., IRAs, Estate Planning, Wealth, Wealth Management..., Fixed Annuities, High Net Worth...
Education
Penn State University 1975 — 1978
BA, English
Malvern Prep 1969 — 1973
High School
Jay Merrill,CIMA® Jay Merrill,CIMA®'s Lincoln Investment Experience April 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Clifford and Rano Associates April 2014 - Present
Lincoln Investment April 2014 - Present
Fidelity Investments December 2012 - April 2014
Fidelity Investments November 2010 - December 2012
Fidelity Investments September 2009 - November 2010
Fidelity Investments May 2008 - May 2009
Education
Providence College 2005 — 2009
Bachelor of Science (B.S.), Finance, General
University of Pennsylvania Wharton School - Aresty Institute of Executive Education
IMCA Certified Investment Management Analyst Program
Clifford and Rano Associates April 2014 - Present
Lincoln Investment April 2014 - Present
Fidelity Investments December 2012 - April 2014
Fidelity Investments November 2010 - December 2012
Fidelity Investments September 2009 - November 2010
Fidelity Investments May 2008 - May 2009
Education
Providence College 2005 — 2009
Bachelor of Science (B.S.), Finance, General
University of Pennsylvania Wharton School - Aresty Institute of Executive Education
IMCA Certified Investment Management Analyst Program
R. Adrian Dunuwila, Ph.D. R. Adrian Dunuwila, Ph.D.'s Lincoln Investment Experience January 2003 - Present
Job Financial Advisor at Lincoln Investment Planning, Inc.
Industry Investment Management
Experience
Dunuwila Wealth Management January 1983 - Present
Lincoln Investment January 2003 - Present
Cadaret, Grant & Co., Inc. January 1993 - December 2002
American Express Financial Advisors August 1983 - December 1992
Niagara University August 1979 - May 1983
Duluth Cathedral High School September 1970 - June 1973
Skills
Retirement Planning, Financial Planning, 401k, 403 b, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, Rollovers, Life Insurance, UGMA/UTMA/529 Plans, Long-term Care, Investment Portfolio..., Mutual Funds, Fixed Annuities, Variable Annuities, Asset Management, Investment Presentations, Retirement, Asset Allocation, Series 7, Finance, Investments, Wealth Management, Customer Service, Strategic Planning, Clarity, Leadership, Management
Education
Fordham University Graduate School of Arts and Sciences 1977 — 1978
Ph.D.
St. John's University, Collegeville, MN 1972 — 1973
Master of Arts (M.A.)
National Divinity College, Sri Lanka 1960 — 1968
Undergraduate Studies
Dunuwila Wealth Management January 1983 - Present
Lincoln Investment January 2003 - Present
Cadaret, Grant & Co., Inc. January 1993 - December 2002
American Express Financial Advisors August 1983 - December 1992
Niagara University August 1979 - May 1983
Duluth Cathedral High School September 1970 - June 1973
Skills
Retirement Planning, Financial Planning, 401k, 403 b, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, Rollovers, Life Insurance, UGMA/UTMA/529 Plans, Long-term Care, Investment Portfolio..., Mutual Funds, Fixed Annuities, Variable Annuities, Asset Management, Investment Presentations, Retirement, Asset Allocation, Series 7, Finance, Investments, Wealth Management, Customer Service, Strategic Planning, Clarity, Leadership, Management
Education
Fordham University Graduate School of Arts and Sciences 1977 — 1978
Ph.D.
St. John's University, Collegeville, MN 1972 — 1973
Master of Arts (M.A.)
National Divinity College, Sri Lanka 1960 — 1968
Undergraduate Studies
Anne Marie Saguisag's Lincoln Investment Experience August 2014 - Present
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment August 2014 - Present
Skills
Investments, Financial Planning, Retirement Planning, Mutual Funds, Wealth Management, Portfolio Management, Insurance, Financial Analysis, Financial Services, Retirement
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
Master of Business Administration (MBA), Organizational Leadership, Graduated with Distinction
The College of William & Mary in Virginia 1989 — 1993
Bachelor of Arts (B.A.), Economics
Lincoln Investment August 2014 - Present
Skills
Investments, Financial Planning, Retirement Planning, Mutual Funds, Wealth Management, Portfolio Management, Insurance, Financial Analysis, Financial Services, Retirement
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
Master of Business Administration (MBA), Organizational Leadership, Graduated with Distinction
The College of William & Mary in Virginia 1989 — 1993
Bachelor of Arts (B.A.), Economics
Sam Goldman's Lincoln Investment Experience May 2014 - August 2014
Job Sales and Trading Summer Analyst Macquarie Group
Industry Financial Services
Experience
Macquarie Group June 2015 - Present
Lincoln Investment May 2014 - August 2014
Baia Restaurant May 2013 - August 2013
LItterers Restaurant June 2012 - August 2012
Excel Physical Therapy and Fitness May 2012 - June 2012
Cutting Edge Entertainment March 2008 - June 2010
Skills
Mutual Funds
Education
Penn State University 2012 — 2016
Finance, General
Smeal College of Business 2012 — 2016
Finance, General
Macquarie Group June 2015 - Present
Lincoln Investment May 2014 - August 2014
Baia Restaurant May 2013 - August 2013
LItterers Restaurant June 2012 - August 2012
Excel Physical Therapy and Fitness May 2012 - June 2012
Cutting Edge Entertainment March 2008 - June 2010
Skills
Mutual Funds
Education
Penn State University 2012 — 2016
Finance, General
Smeal College of Business 2012 — 2016
Finance, General
Justin Muro Justin Muro's Lincoln Investment Experience 2003 - Present
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment 2003 - Present
Aegis Capital 2000 - 2003
Wien Securities 1997 - 2000
Skills
Series 63, Series 7, FINRA, Investments, Equities, Financial Services, Mutual Funds, Finance, Retirement Planning, Securities, Asset Allocation, Wealth Management, Asset Management
Education
Penn State University 1990 — 1994
BA, Business Administration
Lincoln Investment 2003 - Present
Aegis Capital 2000 - 2003
Wien Securities 1997 - 2000
Skills
Series 63, Series 7, FINRA, Investments, Equities, Financial Services, Mutual Funds, Finance, Retirement Planning, Securities, Asset Allocation, Wealth Management, Asset Management
Education
Penn State University 1990 — 1994
BA, Business Administration
Rea Ptacin Rea Ptacin's Lincoln Investment Experience June 2015 - Present
Job Financial Representative at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment June 2015 - Present
Mifflinburg Bank and Trust September 2014 - Present
Prime Real Estate Rentals, LLC June 2013 - Present
Delta Career Education Corporation January 2012 - June 2013
Delta Career Education Corporation August 2009 - January 2012
Delta Career Education Corporation November 2004 - September 2009
Papalia Financial Services February 2001 - May 2004
Front Street Station 1993 - 2000
Skills
Adult Education, Student Affairs, Staff Development, Higher Education, Admissions, Career Counseling, Student Financial Aid, Teaching, Public Speaking, Resume Writing, Leadership, Leadership Development, Enrollment Management, Training, Series 7, Financial Planning, Life Insurance, Investment Management, Trust Management
Education
Bloomsburg University of Pennsylvania
B.S., Business Administration - Management
Bloomsburg University of Pennsylvania
Bachelor of Science (B.S.)
Lincoln Investment June 2015 - Present
Mifflinburg Bank and Trust September 2014 - Present
Prime Real Estate Rentals, LLC June 2013 - Present
Delta Career Education Corporation January 2012 - June 2013
Delta Career Education Corporation August 2009 - January 2012
Delta Career Education Corporation November 2004 - September 2009
Papalia Financial Services February 2001 - May 2004
Front Street Station 1993 - 2000
Skills
Adult Education, Student Affairs, Staff Development, Higher Education, Admissions, Career Counseling, Student Financial Aid, Teaching, Public Speaking, Resume Writing, Leadership, Leadership Development, Enrollment Management, Training, Series 7, Financial Planning, Life Insurance, Investment Management, Trust Management
Education
Bloomsburg University of Pennsylvania
B.S., Business Administration - Management
Bloomsburg University of Pennsylvania
Bachelor of Science (B.S.)
Daniel Eiben Daniel Eiben's Lincoln Investment Experience March 2015 - Present
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment March 2015 - Present
SagePoint Financial May 2014 - January 2015
Economic Research Institute of Erie May 2013 - May 2014
Allegheny College January 2013 - May 2013
Crawford Community Heritage Foundation February 2012 - May 2012
Allegheny College June 2011 - December 2011
Education
Penn State Behrend 2013 — 2014
Master of Business Administration (MBA) Candidate, Business Administration and Management, General
Allegheny College 2009 — 2013
Bachelor of Arts (Expected), Economics
Fairview High School 2004 — 2009
Lincoln Investment March 2015 - Present
SagePoint Financial May 2014 - January 2015
Economic Research Institute of Erie May 2013 - May 2014
Allegheny College January 2013 - May 2013
Crawford Community Heritage Foundation February 2012 - May 2012
Allegheny College June 2011 - December 2011
Education
Penn State Behrend 2013 — 2014
Master of Business Administration (MBA) Candidate, Business Administration and Management, General
Allegheny College 2009 — 2013
Bachelor of Arts (Expected), Economics
Fairview High School 2004 — 2009
Rudy Bethea's Lincoln Investment Experience 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Investment 2014 - Present
Hancock Park Advisors 2014 - Present
LPL Financial 2012 - 2014
Goldman Sachs Asset Management 2011 - 2012
MetLife - Institutional 2001 - 2011
American Express 2000 - 2001
MetLife - Institutional 1991 - 1998
Skills
Strategy, Employee Benefits, Start-ups, Business Development, Insurance, CRM, Management, Investments, Leadership, Account Management, Program Management, Financial Services, Marketing, Sales, Finance, Asset Management, Health Insurance, Asset Allocation, Underwriting, Disability Insurance
Education
University of California, Los Angeles 2013 — 2013
Certificate
University of Southern California - Marshall School of Business 1998 — 2000
MBA
Bowdoin College 1987 — 1991
BA
St. Georges 1983 — 1987
Lincoln Investment 2014 - Present
Hancock Park Advisors 2014 - Present
LPL Financial 2012 - 2014
Goldman Sachs Asset Management 2011 - 2012
MetLife - Institutional 2001 - 2011
American Express 2000 - 2001
MetLife - Institutional 1991 - 1998
Skills
Strategy, Employee Benefits, Start-ups, Business Development, Insurance, CRM, Management, Investments, Leadership, Account Management, Program Management, Financial Services, Marketing, Sales, Finance, Asset Management, Health Insurance, Asset Allocation, Underwriting, Disability Insurance
Education
University of California, Los Angeles 2013 — 2013
Certificate
University of Southern California - Marshall School of Business 1998 — 2000
MBA
Bowdoin College 1987 — 1991
BA
St. Georges 1983 — 1987
Richard Gault ChFC(R)'s Lincoln Investment Experience January 2015 - Present
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment January 2015 - Present
SagePoint Financial June 1983 - December 2014
Escondido High School District August 1973 - June 1982
Eagle Rock High School August 1971 - June 1973
Mt Gleason Jr High, LA City Schools September 1968 - June 1971
Skills
Retirement Planning, Mutual Funds, Financial Planning, Retirement, Wealth Management, Life and Disability..., Investment Advisory, Long Term Care Insurance, 403b/457planning, 529 Plans, Roth IRA, IRA Rollovers, Traditional IRA
Education
Murray State University 1963 — 1968
Bachelor's degree, Kinesiology and Exercise Science, Minors in Business and Fine Arts
Lincoln Investment January 2015 - Present
SagePoint Financial June 1983 - December 2014
Escondido High School District August 1973 - June 1982
Eagle Rock High School August 1971 - June 1973
Mt Gleason Jr High, LA City Schools September 1968 - June 1971
Skills
Retirement Planning, Mutual Funds, Financial Planning, Retirement, Wealth Management, Life and Disability..., Investment Advisory, Long Term Care Insurance, 403b/457planning, 529 Plans, Roth IRA, IRA Rollovers, Traditional IRA
Education
Murray State University 1963 — 1968
Bachelor's degree, Kinesiology and Exercise Science, Minors in Business and Fine Arts
John Magee John Magee's Lincoln Investment Experience May 2015 - August 2015
Job Account SetUp Intern at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment May 2015 - August 2015
Saint Rose Of Lima School May 2014 - August 2014
Merion Mercy High School May 2013 - August 2013
Cedarbrook Country Club May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Investments, PowerPoint, Portfolio Management, Outlook, Mutual Funds, Insurance
Education
Saint Joseph's University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance
La Salle College High School 2009 — 2013
Lincoln Investment May 2015 - August 2015
Saint Rose Of Lima School May 2014 - August 2014
Merion Mercy High School May 2013 - August 2013
Cedarbrook Country Club May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Investments, PowerPoint, Portfolio Management, Outlook, Mutual Funds, Insurance
Education
Saint Joseph's University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance
La Salle College High School 2009 — 2013
Flavio Medeiros's Lincoln Investment Experience January 2015 - Present
Job District Manager at North View Financial Group, President at Medeiros Black Tie DJ Entertainment
Industry Financial Services
Experience
Lincoln Investment January 2015 - Present
North View Financial Group, American Senior Benefits December 2014 - Present
Medeiros Black Tie DJ Entertainment March 2005 - Present
Bankers Life September 2005 - October 2013
US Navy August 1996 - October 2005
Skills
Retirement, Finance, Estate Planning, Financial Services, Variable Annuities, Management, Leadership, Coaching, Training, Series 6, Marketing, Leadership Development, Microsoft Office, 401k, Investments, Indexed Annuities, Series 63, PowerPoint, 401k Rollovers, Roth IRA, Life & Health Insurance..., Personal Financial..., Team Leadership, Medicare, Insurance
Education
The College of Westchester 2013 — 2016
Lincoln Investment January 2015 - Present
North View Financial Group, American Senior Benefits December 2014 - Present
Medeiros Black Tie DJ Entertainment March 2005 - Present
Bankers Life September 2005 - October 2013
US Navy August 1996 - October 2005
Skills
Retirement, Finance, Estate Planning, Financial Services, Variable Annuities, Management, Leadership, Coaching, Training, Series 6, Marketing, Leadership Development, Microsoft Office, 401k, Investments, Indexed Annuities, Series 63, PowerPoint, 401k Rollovers, Roth IRA, Life & Health Insurance..., Personal Financial..., Team Leadership, Medicare, Insurance
Education
The College of Westchester 2013 — 2016
Tobias Levin Steimberg's Lincoln Investment Experience February 2015 - May 2015
Job Student at Brandeis University
Industry
Experience
Arel Capital July 2015 - August 2015
Brandeis Student Consultancy December 2014 - June 2015
Lincoln Investment February 2015 - May 2015
Beyond Better Foods LLC May 2014 - January 2015
Phi Kappa Psi Fraternity December 2013 - December 2014
Brandeis Rugby Football Club December 2012 - December 2014
Skills
Financial Modeling, Microsoft Excel, Microsoft Word, Fundraising, Business Development, Data Analysis, Start-ups, Teamwork, Due Diligence, Financial Accounting, Asset Management, Customer Acquisition, Financial Analysis, Branding & Identity, Marketing Strategy, Business Strategy, PowerPoint, Market Research, Accounting, Marketing, Customer Relations, Leadership
Education
Brandeis University 2012 — 2016
Majors in Economics and Business, Minor in Philosophy
The Beacon School 2008 — 2012
High School Diploma
University of Buenos Aires 2011 — 2011
College level Spanish language and literature classes, Spanish Language and Literature
Arel Capital July 2015 - August 2015
Brandeis Student Consultancy December 2014 - June 2015
Lincoln Investment February 2015 - May 2015
Beyond Better Foods LLC May 2014 - January 2015
Phi Kappa Psi Fraternity December 2013 - December 2014
Brandeis Rugby Football Club December 2012 - December 2014
Skills
Financial Modeling, Microsoft Excel, Microsoft Word, Fundraising, Business Development, Data Analysis, Start-ups, Teamwork, Due Diligence, Financial Accounting, Asset Management, Customer Acquisition, Financial Analysis, Branding & Identity, Marketing Strategy, Business Strategy, PowerPoint, Market Research, Accounting, Marketing, Customer Relations, Leadership
Education
Brandeis University 2012 — 2016
Majors in Economics and Business, Minor in Philosophy
The Beacon School 2008 — 2012
High School Diploma
University of Buenos Aires 2011 — 2011
College level Spanish language and literature classes, Spanish Language and Literature
Chad Millar Chad Millar's Lincoln Investment Experience January 2015 - Present
Job Financial Representative at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment January 2015 - Present
Chad Millar Photography LLC August 2012 - Present
Pontiac Township High School August 2013 - June 2014
Dane County Humane Society 2009 - July 2013
Waunakee Community School District August 2007 - June 2013
Penn-Trafford School District September 2006 - June 2007
Verona Area School District January 2004 - June 2006
Skills
Teaching Mathematics, Animal Photography, Digital Photography, Smartboard, Secondary Education, Differentiated..., Lesson Planning, RTI, Classroom Management, Classroom, Teaching, Educational Technology, Photography, Guided Reading, Mathematics Education, Portrait Photography, Headshots, Pet Photography, Adobe Lightroom 4, Photoshop, Real Estate Photography, Dog Photography, Tutoring, Mathematics, Child Development, Staff Development, Pet Portraits
Education
University of Wisconsin-Madison 2000 — 2003
Bachelor of Science, Secondary Education
Madison Area Technical College 1997 — 2000
Associate Degree, Liberal Arts Transfer Program
Lincoln Investment January 2015 - Present
Chad Millar Photography LLC August 2012 - Present
Pontiac Township High School August 2013 - June 2014
Dane County Humane Society 2009 - July 2013
Waunakee Community School District August 2007 - June 2013
Penn-Trafford School District September 2006 - June 2007
Verona Area School District January 2004 - June 2006
Skills
Teaching Mathematics, Animal Photography, Digital Photography, Smartboard, Secondary Education, Differentiated..., Lesson Planning, RTI, Classroom Management, Classroom, Teaching, Educational Technology, Photography, Guided Reading, Mathematics Education, Portrait Photography, Headshots, Pet Photography, Adobe Lightroom 4, Photoshop, Real Estate Photography, Dog Photography, Tutoring, Mathematics, Child Development, Staff Development, Pet Portraits
Education
University of Wisconsin-Madison 2000 — 2003
Bachelor of Science, Secondary Education
Madison Area Technical College 1997 — 2000
Associate Degree, Liberal Arts Transfer Program
Brian Timby Brian Timby's Lincoln Investment Experience May 2015 - Present
Job Advisor Consultant Annuities and Insurance at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment May 2015 - Present
Prudential Financial March 2011 - May 2015
The Hartford September 2008 - February 2011
The Hartford May 2005 - September 2008
Skills
Mutual Funds, Retirement Planning, Series 7, Insurance, Series 63, Securities, Investments, Asset Allocation, Retirement, Investment Advisory, Wealth Management, Fixed Annuities, Series 6, Financial Services, Uniform Combined State..., Alternative Investments, Marketing
Education
Saint Joseph's University 1997 — 2001
Bachelor of Science (B.S.), Marketing
Saint Joseph's Preparatory School 1993 — 1997
Lincoln Investment May 2015 - Present
Prudential Financial March 2011 - May 2015
The Hartford September 2008 - February 2011
The Hartford May 2005 - September 2008
Skills
Mutual Funds, Retirement Planning, Series 7, Insurance, Series 63, Securities, Investments, Asset Allocation, Retirement, Investment Advisory, Wealth Management, Fixed Annuities, Series 6, Financial Services, Uniform Combined State..., Alternative Investments, Marketing
Education
Saint Joseph's University 1997 — 2001
Bachelor of Science (B.S.), Marketing
Saint Joseph's Preparatory School 1993 — 1997
Casey Eidenshink Casey Eidenshink's Lincoln Investment Experience May 2015 - August 2015
Job IM&R Intern at Lincoln Investment
Industry Higher Education
Experience
Lehigh University September 2012 - Present
Lincoln Investment May 2015 - August 2015
Skills
Leadership, Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Data Analysis, Financial Analysis, Public Speaking, Access, Social Media, Analysis
Education
Lehigh University 2012 — 2016
Bachelor of Science in Business and Economics, Finance
LaSalle College High School 2008 — 2012
Lehigh University September 2012 - Present
Lincoln Investment May 2015 - August 2015
Skills
Leadership, Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Data Analysis, Financial Analysis, Public Speaking, Access, Social Media, Analysis
Education
Lehigh University 2012 — 2016
Bachelor of Science in Business and Economics, Finance
LaSalle College High School 2008 — 2012
Craig Eidell's Lincoln Investment Experience October 2014 - Present
Job Compliance Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment October 2014 - Present
Lincoln Investment February 2013 - October 2014
First Niagara Bank November 2012 - February 2013
ING Financial Partners June 2008 - November 2012
Education
Gannon University 2005 — 2008
BS, Finance
Duquesne University 1997 — 1999
Audio Engineering
Lincoln Investment October 2014 - Present
Lincoln Investment February 2013 - October 2014
First Niagara Bank November 2012 - February 2013
ING Financial Partners June 2008 - November 2012
Education
Gannon University 2005 — 2008
BS, Finance
Duquesne University 1997 — 1999
Audio Engineering
Dacia Cannon Dacia Cannon's Lincoln Investment Experience May 2010 - August 2010
Job Supplier Analyst at WESCO Distribution
Industry Consumer Services
Experience
WESCO Distribution May 2012 - Present
Delta Zeta Sorority January 2011 - December 2011
WESCO Distribution May 2011 - August 2011
Cleantown USA September 2007 - February 2011
Lincoln Investment May 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Time Management, Teamwork, Public Speaking
Education
Robert Morris University 2008 — 2012
BSBA, Finance, International Business
WESCO Distribution May 2012 - Present
Delta Zeta Sorority January 2011 - December 2011
WESCO Distribution May 2011 - August 2011
Cleantown USA September 2007 - February 2011
Lincoln Investment May 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Time Management, Teamwork, Public Speaking
Education
Robert Morris University 2008 — 2012
BSBA, Finance, International Business
Ahmad Farighi Ahmad Farighi's Lincoln Investment Experience August 2015 - Present
Job Senior Programmer Analyst at Lincoln Investment
Industry Computer Software
Experience
Lincoln Investment August 2015 - Present
Lincoln Investment Planning July 2008 - Present
Lincoln Investment Planning December 2005 - June 2008
THERMO ELECTRON CORPORATION August 2004 - December 2005
Skills
SDLC, Testing, Software Documentation, Process Improvement, Analysis, HTML, Access, Microsoft SQL Server, Programming, Project Management, Access Database, Data Analysis, Microsoft Office, Business Analysis, Business Process, Databases, SharePoint, Quality Assurance, Program Management, Training, Requirements Analysis, Business Intelligence, SQL, Crystal Reports, System Administration, VB.NET, Business Process..., Visual Basic, Vendor Management, Troubleshooting, Software Development, Integration
Education
Temple University 1999 — 2004
IT, Information Science & Technology
Lincoln Investment August 2015 - Present
Lincoln Investment Planning July 2008 - Present
Lincoln Investment Planning December 2005 - June 2008
THERMO ELECTRON CORPORATION August 2004 - December 2005
Skills
SDLC, Testing, Software Documentation, Process Improvement, Analysis, HTML, Access, Microsoft SQL Server, Programming, Project Management, Access Database, Data Analysis, Microsoft Office, Business Analysis, Business Process, Databases, SharePoint, Quality Assurance, Program Management, Training, Requirements Analysis, Business Intelligence, SQL, Crystal Reports, System Administration, VB.NET, Business Process..., Visual Basic, Vendor Management, Troubleshooting, Software Development, Integration
Education
Temple University 1999 — 2004
IT, Information Science & Technology
Tom Hendershot Tom Hendershot's Lincoln Investment Experience 1987 - Present
Job Owner at Hendershot Financial Group
Industry Financial Services
Experience
Lincoln Investment 1987 - Present
Hendershot Financial Group October 1979 - Present
Education
University of Maryland College Park 1970 — 1974
Lincoln Investment 1987 - Present
Hendershot Financial Group October 1979 - Present
Education
University of Maryland College Park 1970 — 1974
John Urrutia John Urrutia's Lincoln Investment Experience September 2007 - Present
Job Financial Advisor at Lincoln Investment
Industry Investment Management
Experience
Lincoln Investment September 2007 - Present
Voya Financial September 2007 - Present
Great American Financial Resources September 2007 - Present
Indio High School, DSUSD September 1996 - November 2008
Indio High School September 1989 - June 2005
Skills
Retirement Planning, Customer Service, Small Business, Strategic Planning, Sales, Leadership, IRAs, Insurance
Education
Pepperdine University 1985 — 1987
Bachelor of Science, Physical Education
Lincoln Investment September 2007 - Present
Voya Financial September 2007 - Present
Great American Financial Resources September 2007 - Present
Indio High School, DSUSD September 1996 - November 2008
Indio High School September 1989 - June 2005
Skills
Retirement Planning, Customer Service, Small Business, Strategic Planning, Sales, Leadership, IRAs, Insurance
Education
Pepperdine University 1985 — 1987
Bachelor of Science, Physical Education
Louis Manon Louis Manon's Lincoln Investment Experience March 2014 - Present
Job Investor Services Advisor, Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment March 2014 - Present
Lincoln Investment Planning October 2006 - March 2014
Dan Shaw May 2004 - October 2006
Skillshow, Inc. April 2001 - April 2004
Skills
Series 24, Sales, Uniform Combined State..., Mutual Funds, Goal-oriented..., Flexible to Change, Self-motivated Team..., Securities, Financial Services, Relationship Management, Energetic Leader, Strongly self-motivated, Maintaining Strong..., Professional..., Collaborative Problem..., Proactive self-starter, Resourceful..., Positive Can-do Attitude, Goal-driven leader, Success Driven, Energetic team player, Interpersonal...
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1999
Master of Business Administration (MBA), International Marketing
Villanova University 1995 — 1997
Bachelor of Arts (B.A.), Political Science and Communications
Lincoln Investment March 2014 - Present
Lincoln Investment Planning October 2006 - March 2014
Dan Shaw May 2004 - October 2006
Skillshow, Inc. April 2001 - April 2004
Skills
Series 24, Sales, Uniform Combined State..., Mutual Funds, Goal-oriented..., Flexible to Change, Self-motivated Team..., Securities, Financial Services, Relationship Management, Energetic Leader, Strongly self-motivated, Maintaining Strong..., Professional..., Collaborative Problem..., Proactive self-starter, Resourceful..., Positive Can-do Attitude, Goal-driven leader, Success Driven, Energetic team player, Interpersonal...
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1999
Master of Business Administration (MBA), International Marketing
Villanova University 1995 — 1997
Bachelor of Arts (B.A.), Political Science and Communications
Thomas Jenne Thomas Jenne's Lincoln Investment Experience May 2014 - Present
Job Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment May 2014 - Present
Pershing Managed Account Solutions July 2010 - May 2014
PNCGIS June 2008 - July 2010
PNCGIS March 2007 - June 2008
Skills
Compliance, Series 24, Series 7, Series 66, Trade Review, Email Survelliance, Risk Management, Mutual Funds, FINRA, Mutual Fund Wrap, Omnibus, UMA, SMA, Investment Advisory, Variable Annuities, Equity Indexed Annuities, Fixed Annuities, IRAs, 403 b, 401k, 457 Plans, 529 Plans, Coverdell, Trading, Back Office, Accounting, Middle Office, Securities, Financial Services, Equities, Investments, Asset Management, Portfolio Management
Education
The George Washington University - School of Business 2000 — 2005
Bachelor's degree, Accounting
Lincoln Investment May 2014 - Present
Pershing Managed Account Solutions July 2010 - May 2014
PNCGIS June 2008 - July 2010
PNCGIS March 2007 - June 2008
Skills
Compliance, Series 24, Series 7, Series 66, Trade Review, Email Survelliance, Risk Management, Mutual Funds, FINRA, Mutual Fund Wrap, Omnibus, UMA, SMA, Investment Advisory, Variable Annuities, Equity Indexed Annuities, Fixed Annuities, IRAs, 403 b, 401k, 457 Plans, 529 Plans, Coverdell, Trading, Back Office, Accounting, Middle Office, Securities, Financial Services, Equities, Investments, Asset Management, Portfolio Management
Education
The George Washington University - School of Business 2000 — 2005
Bachelor's degree, Accounting
Keith McCall's Lincoln Investment Experience December 1999 - August 2004
Job KHM Investment Associates
Industry International Trade and Development
Experience
KHM Investments January 2007 - Present
Lincoln Investment December 1999 - August 2004
Wachovia Asset Management September 1997 - December 1999
Skills
Finance, Investments, Portfolio Management, Accounting, Financial Analysis, Retirement Planning, Wealth Management, Financial Modeling, Asset Managment, Valuation, International Trade
Education
Temple University 1990 — 1998
B.S., Finance
Central High School 1988 — 1992
KHM Investments January 2007 - Present
Lincoln Investment December 1999 - August 2004
Wachovia Asset Management September 1997 - December 1999
Skills
Finance, Investments, Portfolio Management, Accounting, Financial Analysis, Retirement Planning, Wealth Management, Financial Modeling, Asset Managment, Valuation, International Trade
Education
Temple University 1990 — 1998
B.S., Finance
Central High School 1988 — 1992
Gordon B. Ward's Lincoln Investment Experience April 2008 - August 2010
Job Financial Education Specialist
Industry Financial Services
Experience
Retirement Services Company December 2013 - Present
Riverside Church 2001 - Present
J.P. Morgan April 2011 - November 2013
Operation HOPE April 2011 - September 2011
Lincoln Investment April 2008 - August 2010
VALIC and AIG Annuity March 2003 - December 2005
Merrill Lynch 1996 - 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Budgets, Business Strategy, Change Management, Coaching, Consulting, Employee Benefits, Entrepreneurship, Equities, Event Planning, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Fundraising, Hedge Funds, Investments, Leadership, Leadership Development, Management, Management Consulting, Marketing, Mergers, Microsoft Excel, Mutual Funds, Non-profits, Nonprofits, Organizational..., Policy, Portfolio Management, Program Management, Public Speaking, Retirement Planning, Risk Management, Securities, Series 63
Education
Baruch College, City University of New York (CUNY) 1998 — 1999
Master of Science, Finance
Carnegie Mellon University 1989 — 1991
Master of Science (M.S.), Management
The College of William and Mary 1982 — 1986
Bachelor of Arts (B.A.), Economics
Retirement Services Company December 2013 - Present
Riverside Church 2001 - Present
J.P. Morgan April 2011 - November 2013
Operation HOPE April 2011 - September 2011
Lincoln Investment April 2008 - August 2010
VALIC and AIG Annuity March 2003 - December 2005
Merrill Lynch 1996 - 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Budgets, Business Strategy, Change Management, Coaching, Consulting, Employee Benefits, Entrepreneurship, Equities, Event Planning, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Fundraising, Hedge Funds, Investments, Leadership, Leadership Development, Management, Management Consulting, Marketing, Mergers, Microsoft Excel, Mutual Funds, Non-profits, Nonprofits, Organizational..., Policy, Portfolio Management, Program Management, Public Speaking, Retirement Planning, Risk Management, Securities, Series 63
Education
Baruch College, City University of New York (CUNY) 1998 — 1999
Master of Science, Finance
Carnegie Mellon University 1989 — 1991
Master of Science (M.S.), Management
The College of William and Mary 1982 — 1986
Bachelor of Arts (B.A.), Economics
Laura Giampa's Lincoln Investment Experience January 1992 - May 1996
Job Corporate Accountant
Industry Accounting
Experience
DrugScan October 2013 - January 2015
Sykes June 2008 - November 2012
Robert Half International / Accountemps February 2007 - June 2008
SEI Investments July 2000 - May 2006
Lincoln Investment January 1992 - May 1996
Lincoln Investment December 1987 - December 1991
Skills
Account Reconciliation, Accounting, Accounts Receivable, General Ledger, Accounts Payable, Variance Analysis, Financial Statements, Financial Reporting, Payroll, Financial Analysis, Auditing, QuickBooks, PeopleSoft, Process Improvement, Internal Audit, Forecasting, Microsoft Excel, Sales and use tax state...
Education
Gwynedd Mercy University 2006 — 2008
MSM, Business Management
Gwynedd-Mercy College 1983 — 1987
Master of Science (M.S.), Business Administration and Management, General
DrugScan October 2013 - January 2015
Sykes June 2008 - November 2012
Robert Half International / Accountemps February 2007 - June 2008
SEI Investments July 2000 - May 2006
Lincoln Investment January 1992 - May 1996
Lincoln Investment December 1987 - December 1991
Skills
Account Reconciliation, Accounting, Accounts Receivable, General Ledger, Accounts Payable, Variance Analysis, Financial Statements, Financial Reporting, Payroll, Financial Analysis, Auditing, QuickBooks, PeopleSoft, Process Improvement, Internal Audit, Forecasting, Microsoft Excel, Sales and use tax state...
Education
Gwynedd Mercy University 2006 — 2008
MSM, Business Management
Gwynedd-Mercy College 1983 — 1987
Master of Science (M.S.), Business Administration and Management, General
Tim Reinwald's Lincoln Investment Experience March 2008 - Present
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment March 2008 - Present
Conifer Companies February 2002 - March 2008
Investors Bank & Trust 1998 - 1999
Education
College of Charleston 1989 — 1993
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Lincoln Investment March 2008 - Present
Conifer Companies February 2002 - March 2008
Investors Bank & Trust 1998 - 1999
Education
College of Charleston 1989 — 1993
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Donna Franc's Lincoln Investment Experience February 2015 - Present
Job Compliance Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment February 2015 - Present
Lincoln Financial Advisors September 2013 - January 2015
S&P DOW JONES INDICES 1993 - 2012
Skills
Investment Advisor..., Social Media Compliance, Broker-Dealer Compliance, Series 53, Series 24, Series 7, Finance, Compliance, Mutual Funds, Securities, ETFs, Salesforce.com, Financial Markets, Relationship Management, Financial Services, Trading, Equities, Derivatives, FINRA, Bloomberg, Fixed Income, Financial Analysis, Hedge Funds, Structured Products, Market Data, Electronic Trading
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Lincoln Investment February 2015 - Present
Lincoln Financial Advisors September 2013 - January 2015
S&P DOW JONES INDICES 1993 - 2012
Skills
Investment Advisor..., Social Media Compliance, Broker-Dealer Compliance, Series 53, Series 24, Series 7, Finance, Compliance, Mutual Funds, Securities, ETFs, Salesforce.com, Financial Markets, Relationship Management, Financial Services, Trading, Equities, Derivatives, FINRA, Bloomberg, Fixed Income, Financial Analysis, Hedge Funds, Structured Products, Market Data, Electronic Trading
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Shawn Wears, CFP®'s Lincoln Investment Experience June 2015 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment June 2015 - Present
tom+chee November 2013 - Present
Lincoln Investment June 2014 - June 2015
Cambridge Investment Research June 2013 - May 2014
Altegris Investments February 2011 - February 2013
Rydex Investments February 2008 - February 2011
Capital One January 2006 - December 2007
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Series 7, Strategic Financial..., Securities, Asset Allocation, Team Building, Investment Strategies, Sales, Series 63, Financial Advisory, Separately Managed..., Financial Services, Insurance, FINRA, Management, Strategy, Finance, Investment Advisory, Banking, Loans, Uniform Combined State..., Communication, Retirement, Asset Management, ETFs, Entrepreneurship, Series 3, Series 66, Series 30, Portfolio Management, Financial Analysis, Equities
Education
Northwestern University 2014 — 2014
Certified Financial Planner Certificate, Finance and Financial Management Services
Ohio University 1997 — 2002
B.S., Sports Business
Dublin Scioto High School 1995 — 1997
Diploma, Business
Dublin Coffman High School 1993 — 1994
Diploma, Business
Lincoln Investment June 2015 - Present
tom+chee November 2013 - Present
Lincoln Investment June 2014 - June 2015
Cambridge Investment Research June 2013 - May 2014
Altegris Investments February 2011 - February 2013
Rydex Investments February 2008 - February 2011
Capital One January 2006 - December 2007
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Series 7, Strategic Financial..., Securities, Asset Allocation, Team Building, Investment Strategies, Sales, Series 63, Financial Advisory, Separately Managed..., Financial Services, Insurance, FINRA, Management, Strategy, Finance, Investment Advisory, Banking, Loans, Uniform Combined State..., Communication, Retirement, Asset Management, ETFs, Entrepreneurship, Series 3, Series 66, Series 30, Portfolio Management, Financial Analysis, Equities
Education
Northwestern University 2014 — 2014
Certified Financial Planner Certificate, Finance and Financial Management Services
Ohio University 1997 — 2002
B.S., Sports Business
Dublin Scioto High School 1995 — 1997
Diploma, Business
Dublin Coffman High School 1993 — 1994
Diploma, Business
Denise Lacause's Lincoln Investment Experience December 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Investment December 2013 - Present
Edward Jones December 2011 - December 2012
Clearpoint Funding. 2009 - 2011
Virgin Money 2007 - 2009
Skills
Mortgage Lending, Finance, Investments, Banking, Financial Services, Mortgage Banking, Real Estate, Financial Modeling, Loan Origination, Equities, Sales, Strategic Planning, Risk Management, Account Management, FHA, Investment Properties, Credit
Education
Columbus School of Business
Sales, Advertising and Marketing
Sinclair Community College 1991 — 1994
Lincoln Investment December 2013 - Present
Edward Jones December 2011 - December 2012
Clearpoint Funding. 2009 - 2011
Virgin Money 2007 - 2009
Skills
Mortgage Lending, Finance, Investments, Banking, Financial Services, Mortgage Banking, Real Estate, Financial Modeling, Loan Origination, Equities, Sales, Strategic Planning, Risk Management, Account Management, FHA, Investment Properties, Credit
Education
Columbus School of Business
Sales, Advertising and Marketing
Sinclair Community College 1991 — 1994
Rylan Marx's Lincoln Investment Experience November 2005 - Present
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment November 2005 - Present
Skills
Series 7, Wealth Management, Investments, Investment Advisory, Series 63, Series 65, Alternative Investments, Asset Allocation, Securities, IRAs
Education
Pennsylvania State University-Erie Campus 2001 — 2005
Finance, Finance and Economics
Lincoln Investment November 2005 - Present
Skills
Series 7, Wealth Management, Investments, Investment Advisory, Series 63, Series 65, Alternative Investments, Asset Allocation, Securities, IRAs
Education
Pennsylvania State University-Erie Campus 2001 — 2005
Finance, Finance and Economics
Lisa Newsham's Lincoln Investment Experience 1998 - Present
Job Financial Representative at Lincoln Investment Planning, Inc.
Industry Financial Services
Experience
Lincoln Investment Planning, Inc. 1998 - Present
Lincoln Investment 1998 - Present
Skills
Series 6, Retirement, Mutual Funds, Investments, Insurance, Asset Managment, Portfolio Management, Roth IRA, SEP IRA, Wealth Accumulation, IRAs, Series 66
Education
Arcadia University
Master's degree
Temple University
Bachelor's degree
Lincoln Investment Planning, Inc. 1998 - Present
Lincoln Investment 1998 - Present
Skills
Series 6, Retirement, Mutual Funds, Investments, Insurance, Asset Managment, Portfolio Management, Roth IRA, SEP IRA, Wealth Accumulation, IRAs, Series 66
Education
Arcadia University
Master's degree
Temple University
Bachelor's degree
John Rolette's Lincoln Investment Experience September 2008 - Present
Job Art Director at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment September 2008 - Present
ECS, Inc 1997 - 2008
XL Insurance 1997 - 2008
XL Capital 1997 - 2008
XL Capital / XL Global Services / XL Insurance 1997 - 2008
Valley Forge Music Fair March 1988 - August 1997
Education
Art Institute of Philadelphia 1977 — 1980
Associates, Graphic Design
Lincoln Investment September 2008 - Present
ECS, Inc 1997 - 2008
XL Insurance 1997 - 2008
XL Capital 1997 - 2008
XL Capital / XL Global Services / XL Insurance 1997 - 2008
Valley Forge Music Fair March 1988 - August 1997
Education
Art Institute of Philadelphia 1977 — 1980
Associates, Graphic Design
Moira Duncan's Lincoln Investment Experience October 2013 - Present
Job Financial Advisor at Horizon Financial Group,Inc.
Industry Financial Services
Experience
Lincoln Investment October 2013 - Present
Edvisors June 2011 - March 2013
Community Health Network, Inc January 2008 - May 2011
Mass Enrichment Education Corp November 2005 - January 2008
GE Capital June 1992 - October 2005
Skills
Retirement Planning, Investment Strategies, 403 b, IRAs, Roth IRA, SEP IRA, Mutual Funds, Variable Annuities, Fixed Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Investment Advisory
Education
Northeastern University 1987 — 1992
Bachelor of Science (BS), Finance and insurance
Lincoln Investment October 2013 - Present
Edvisors June 2011 - March 2013
Community Health Network, Inc January 2008 - May 2011
Mass Enrichment Education Corp November 2005 - January 2008
GE Capital June 1992 - October 2005
Skills
Retirement Planning, Investment Strategies, 403 b, IRAs, Roth IRA, SEP IRA, Mutual Funds, Variable Annuities, Fixed Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Investment Advisory
Education
Northeastern University 1987 — 1992
Bachelor of Science (BS), Finance and insurance
Jim Noe's Lincoln Investment Experience February 2005 - Present
Job Financial Representative at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment February 2005 - Present
SJI Financial Services Inc June 1986 - January 2005
Northwestern Mutual August 1978 - June 1986
CHSD 218 1974 - 1978
Skills
Investments, Mutual Funds, Fixed Annuities, Insurance, Retirement Planning, Asset Management, Financial Planning, Annuities, Long Term Care, Financial Advisory, Financial Services, Securities, Portfolio Management, Finance, Retirement, Series 63, Asset Allocation, Life Insurance
Education
Northwestern University 1969 — 1973
BA, Economics
The American College 1981 — 1985
Chartered Life Underwriter Designation, Financial Sevices
Lincoln Investment February 2005 - Present
SJI Financial Services Inc June 1986 - January 2005
Northwestern Mutual August 1978 - June 1986
CHSD 218 1974 - 1978
Skills
Investments, Mutual Funds, Fixed Annuities, Insurance, Retirement Planning, Asset Management, Financial Planning, Annuities, Long Term Care, Financial Advisory, Financial Services, Securities, Portfolio Management, Finance, Retirement, Series 63, Asset Allocation, Life Insurance
Education
Northwestern University 1969 — 1973
BA, Economics
The American College 1981 — 1985
Chartered Life Underwriter Designation, Financial Sevices
Ben Mancarella's Lincoln Investment Experience March 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Investment March 2014 - Present
Sovereign Santander April 2013 - March 2014
WSFS Investments May 2011 - 2012
Citizens Investment Services April 2010 - May 2011
Merrill Lynch April 2004 - April 2010
Wilmington Trust July 1997 - April 2004
First Union October 1990 - July 1997
Skills
Wealth Management, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Financial Advisory, Series 7, Strategic Financial..., Investment Strategies, Finance, Retirement Planning, Asset Allocation, Asset Management, Financial Planning
Education
La Salle University 1986 — 2000
BA, Business, Finance, International Studies
Drexel University 1994 — 1998
MBA, Economics
Lincoln Investment March 2014 - Present
Sovereign Santander April 2013 - March 2014
WSFS Investments May 2011 - 2012
Citizens Investment Services April 2010 - May 2011
Merrill Lynch April 2004 - April 2010
Wilmington Trust July 1997 - April 2004
First Union October 1990 - July 1997
Skills
Wealth Management, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Financial Advisory, Series 7, Strategic Financial..., Investment Strategies, Finance, Retirement Planning, Asset Allocation, Asset Management, Financial Planning
Education
La Salle University 1986 — 2000
BA, Business, Finance, International Studies
Drexel University 1994 — 1998
MBA, Economics
Laura Schembri's Lincoln Investment Experience 2010 - 2010
Job Independent Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
Lincoln Investment 2010 - 2010
United Way of Monmouth County September 1986 - June 2009
Education
Montclair State University 1982 — 1984
B.A., Sociology
Lincoln Investment 2010 - 2010
United Way of Monmouth County September 1986 - June 2009
Education
Montclair State University 1982 — 1984
B.A., Sociology
STEPHEN ZEIDLER's Lincoln Investment Experience January 2014 - September 2014
Job Practice Management Analyst at Penn Mutual
Industry Financial Services
Experience
Penn Mutual September 2014 - Present
Lincoln Investment January 2014 - September 2014
Prudential Financial August 2009 - April 2013
Kolber Marketing January 2008 - June 2008
Skills
Insurance, Investments, Mutual Funds, Financial Services, Retirement Planning, Customer Service, Certfications: SERIES 6
Education
La Salle University 2012 — 2012
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General, 3.33
Penn Mutual September 2014 - Present
Lincoln Investment January 2014 - September 2014
Prudential Financial August 2009 - April 2013
Kolber Marketing January 2008 - June 2008
Skills
Insurance, Investments, Mutual Funds, Financial Services, Retirement Planning, Customer Service, Certfications: SERIES 6
Education
La Salle University 2012 — 2012
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General, 3.33
Cheryl Lyle's Lincoln Investment Experience January 2014 - Present
Job Financial Representative
Industry Financial Services
Experience
Lincoln Investment January 2014 - Present
Edward Jones February 2013 - November 2013
Edward Jones February 2009 - February 2013
Skills
Series 7, Series 66, Retirement Planning, Mutual Funds, Finance, Wealth Management, Retirement, Investments, Fixed Annuities, Asset Allocation, Financial Planning, Securities, Investment Advisory
Education
Palm Beach Community College
Lincoln Investment January 2014 - Present
Edward Jones February 2013 - November 2013
Edward Jones February 2009 - February 2013
Skills
Series 7, Series 66, Retirement Planning, Mutual Funds, Finance, Wealth Management, Retirement, Investments, Fixed Annuities, Asset Allocation, Financial Planning, Securities, Investment Advisory
Education
Palm Beach Community College
Eric Manzanarez's Lincoln Investment Experience January 2015 - Present
Job Independent Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment January 2015 - Present
Education
The University of Montana 1993 — 1998
Bachelor of Arts (BA), Psychology
Lincoln Investment January 2015 - Present
Education
The University of Montana 1993 — 1998
Bachelor of Arts (BA), Psychology
Danielle Wagers's Lincoln Investment Experience February 2014 - Present
Job Securities Trader
Industry Financial Services
Experience
Lincoln Investment February 2014 - Present
EverBank June 2013 - February 2014
Fidelity Investments January 2012 - May 2013
Skills
Finance, Investments, Microsoft Office, Series 7, Series 63, Financial Services
Education
Florida State University 2007 — 2010
Bachelor of Science (B.S.), Multinational Business Operations
Lincoln Investment February 2014 - Present
EverBank June 2013 - February 2014
Fidelity Investments January 2012 - May 2013
Skills
Finance, Investments, Microsoft Office, Series 7, Series 63, Financial Services
Education
Florida State University 2007 — 2010
Bachelor of Science (B.S.), Multinational Business Operations
Kristin Lanzi's Lincoln Investment Experience January 2012 - Present
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment January 2012 - Present
Banc of America Securities October 2006 - July 2011
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelors Degree, Finance, General
Lincoln Investment January 2012 - Present
Banc of America Securities October 2006 - July 2011
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelors Degree, Finance, General
Jennifer Prosise's Lincoln Investment Experience 2007 - Present
Job Financial Advisor at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment 2007 - Present
Education
Dominican University 2000 — 2005
Master of Business Administration (MBA), Finance, General
Lincoln Investment 2007 - Present
Education
Dominican University 2000 — 2005
Master of Business Administration (MBA), Finance, General
Jonathan C.H. Wilt's Lincoln Investment Experience June 2013 - Present
Job Financial Adviser at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment June 2013 - Present
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Philosophy
Lincoln Investment June 2013 - Present
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Philosophy