Lincoln Investment Planning
Industry: Company
DescriptionFounded: 1968 Subsidiaries: Great American Advisors, Inc., Capital Analysts, Inc., Lincoln Investment Planning, Inc, Asset Management arm
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Lincoln Investment Planning Employees
Employee
Years
Job
Industry
Nick Petrocchi Nick Petrocchi's Lincoln Investment Planning Experience September 2011 - February 2012
Job Seeking Full Time Opportunities | UT Dallas MBA Student Graduating December 2015 | Marketing Analytics Concentration
Industry Market Research
Experience
University of Texas at Dallas August 2014 - Present
University of Texas at Dallas August 2015 - Present
University of Texas at Dallas January 2015 - May 2015
Epic July 2012 - November 2013
Lincoln Investment Planning September 2011 - February 2012
Real Time Resolutions, Inc. December 2011 - January 2012
Alpha Delta Phi - Middlesex Chapter December 2010 - December 2011
Grupo de Apoyo Jurídico por el Acceso a la Tierra (GAJAT) September 2010 - December 2010
American Anti-Slavery Group (AASG) May 2009 - August 2009
Real Time Resolutions, Inc. June 2008 - August 2008
Skills
Microsoft Office, Spanish, Research, Event Planning, Management, Leadership, Project Management, Cupid, Cardiant, Radiant, Entrepreneurship, Epic Inpatient..., MyChart Fundamentals, LinkedIn, Microsoft Excel, New Product Marketing, Marketing, SAS, R, Stata, Marketing Analytics, Big Data Analytics, Big Data, Data Integration, Workflow Management, iMovie, Video Editing, Advertising
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Marketing Analytics, 3.83
Brandeis University 2008 — 2012
Bachelor of Arts, Politics, International and Global Studies, Business, Hispanic Studies, Alumnus
IFSA-Butler Argentine Universities Program 2010 — 2010
Spanish Language and Culture, Diversity Studies, Human and Legal Rights, and Catholic Philosophy
Greenhill 2004 — 2008
High School, Alumnus
University of Texas at Dallas August 2014 - Present
University of Texas at Dallas August 2015 - Present
University of Texas at Dallas January 2015 - May 2015
Epic July 2012 - November 2013
Lincoln Investment Planning September 2011 - February 2012
Real Time Resolutions, Inc. December 2011 - January 2012
Alpha Delta Phi - Middlesex Chapter December 2010 - December 2011
Grupo de Apoyo Jurídico por el Acceso a la Tierra (GAJAT) September 2010 - December 2010
American Anti-Slavery Group (AASG) May 2009 - August 2009
Real Time Resolutions, Inc. June 2008 - August 2008
Skills
Microsoft Office, Spanish, Research, Event Planning, Management, Leadership, Project Management, Cupid, Cardiant, Radiant, Entrepreneurship, Epic Inpatient..., MyChart Fundamentals, LinkedIn, Microsoft Excel, New Product Marketing, Marketing, SAS, R, Stata, Marketing Analytics, Big Data Analytics, Big Data, Data Integration, Workflow Management, iMovie, Video Editing, Advertising
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Marketing Analytics, 3.83
Brandeis University 2008 — 2012
Bachelor of Arts, Politics, International and Global Studies, Business, Hispanic Studies, Alumnus
IFSA-Butler Argentine Universities Program 2010 — 2010
Spanish Language and Culture, Diversity Studies, Human and Legal Rights, and Catholic Philosophy
Greenhill 2004 — 2008
High School, Alumnus
Joyce Alsbury Joyce Alsbury's Lincoln Investment Planning Experience January 2012 - Present
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning January 2012 - Present
VALIC February 2003 - January 2012
Skills
Retirement Planning, Mutual Funds, Uniform Combined State..., Asset Allocation, Estate Planning, Strategic Financial..., Investment Advisory, Retirement, Investment Strategies, Series 7, Fixed Annuities, Investments, Securities, 401k Rollovers, Financial Advisory, Wealth Management, 401k, IRAs
Education
Colorado Technical University
Bachelor of Business Administration (BBA), Finance, General
Northwest Nazarene University
Lincoln Investment Planning January 2012 - Present
VALIC February 2003 - January 2012
Skills
Retirement Planning, Mutual Funds, Uniform Combined State..., Asset Allocation, Estate Planning, Strategic Financial..., Investment Advisory, Retirement, Investment Strategies, Series 7, Fixed Annuities, Investments, Securities, 401k Rollovers, Financial Advisory, Wealth Management, 401k, IRAs
Education
Colorado Technical University
Bachelor of Business Administration (BBA), Finance, General
Northwest Nazarene University
Roman Bulgakov's Lincoln Investment Planning Experience February 2014 - May 2014
Job Director of Business Development at H&J EXIM
Industry Import and Export
Experience
H&J EXIM June 2015 - Present
H&J EXIM September 2014 - May 2015
Power Home Remodeling Group July 2014 - September 2014
Lincoln Investment Planning February 2014 - May 2014
Entertainment One May 2013 - August 2013
Skills
Research, Social Media, Facebook, Editing, Public Speaking, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Final Cut Pro, Social Networking, Microsoft Excel, Event Management, Data Analysis, Photoshop, Music, Fundraising, Nonprofits, InDesign, Illustrator
Education
Brandeis University
Bachelor of Arts (B.A.), cum laude, Business; Film, Television, and Interactive Media
United World College of the Atlantic
Bilingual International Baccalaureate Diploma
H&J EXIM June 2015 - Present
H&J EXIM September 2014 - May 2015
Power Home Remodeling Group July 2014 - September 2014
Lincoln Investment Planning February 2014 - May 2014
Entertainment One May 2013 - August 2013
Skills
Research, Social Media, Facebook, Editing, Public Speaking, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Final Cut Pro, Social Networking, Microsoft Excel, Event Management, Data Analysis, Photoshop, Music, Fundraising, Nonprofits, InDesign, Illustrator
Education
Brandeis University
Bachelor of Arts (B.A.), cum laude, Business; Film, Television, and Interactive Media
United World College of the Atlantic
Bilingual International Baccalaureate Diploma
Paul J Kelly III Paul J Kelly III's Lincoln Investment Planning Experience 1996 - 2002
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen December 2005 - Present
CFO On Call 2002 - 2005
Lincoln Investment Planning 1996 - 2002
PECO Energy 1992 - 1996
The Robinson Trusts 1988 - 1992
The Nichols Company 1985 - 1988
KPMG US 1978 - 1985
Skills
Accounting, Assurance, Auditing, CPA, Finance, Financial Analysis, Financial Statements, GAAP, Internal Controls, Investments, Management, Portfolio Management, Risk Management, Project Planning, US GAAP, Financial Accounting, Tax Preparation, Accounting System
Education
La Salle University 2005 — 2010
MBA, Finance
La Salle University 1974 — 1978
BS, Business Administration, magna cum laude, with General College Honors, Accounting
La Salle College High School 1970 — 1974
CliftonLarsonAllen December 2005 - Present
CFO On Call 2002 - 2005
Lincoln Investment Planning 1996 - 2002
PECO Energy 1992 - 1996
The Robinson Trusts 1988 - 1992
The Nichols Company 1985 - 1988
KPMG US 1978 - 1985
Skills
Accounting, Assurance, Auditing, CPA, Finance, Financial Analysis, Financial Statements, GAAP, Internal Controls, Investments, Management, Portfolio Management, Risk Management, Project Planning, US GAAP, Financial Accounting, Tax Preparation, Accounting System
Education
La Salle University 2005 — 2010
MBA, Finance
La Salle University 1974 — 1978
BS, Business Administration, magna cum laude, with General College Honors, Accounting
La Salle College High School 1970 — 1974
Robert Rano's Lincoln Investment Planning Experience May 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Investment Planning May 2012 - Present
Clifford & Rano Associates 1984 - Present
Education
Anna Maria College 1977 — 1979
Masters degree
Framingham State College 1973 — 1977
Bachelor's degree
Lincoln Investment Planning May 2012 - Present
Clifford & Rano Associates 1984 - Present
Education
Anna Maria College 1977 — 1979
Masters degree
Framingham State College 1973 — 1977
Bachelor's degree
Merrick Sirota Merrick Sirota's Lincoln Investment Planning Experience November 2002 - December 2011
Job Financial Representative at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning November 2002 - December 2011
Pennsbury School District September 1969 - June 2003
Bucks County Courier Times 1970 - 1990
Education
The College of New Jersey 1970 — 1973
M.Ed, Student Pensonnel Services
Penn State University 1965 — 1969
BS Ed, Engineering/Education
Lincoln Investment Planning November 2002 - December 2011
Pennsbury School District September 1969 - June 2003
Bucks County Courier Times 1970 - 1990
Education
The College of New Jersey 1970 — 1973
M.Ed, Student Pensonnel Services
Penn State University 1965 — 1969
BS Ed, Engineering/Education
Kathi Kuzo Kathi Kuzo's Lincoln Investment Planning Experience January 2006 - Present
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning January 2006 - Present
UBS December 2002 - June 2004
Morgan Stanley June 1997 - December 2002
Skills
Series 7, series 66, Life Insurance, CLTC, IRAs, 401k, 401k Rollovers, 529 Plans, Long Term Care Insurance, Retirement Planning, 403 b, SEP IRA, Simple IRA, Financial Services
Education
Kutztown University of Pennsylvania 1999 — 2002
Master of Business Administration (MBA)
Kutztown University of Pennsylvania 1992 — 1996
Bachelor of Business Administration (BBA), International Business
Lincoln Investment Planning January 2006 - Present
UBS December 2002 - June 2004
Morgan Stanley June 1997 - December 2002
Skills
Series 7, series 66, Life Insurance, CLTC, IRAs, 401k, 401k Rollovers, 529 Plans, Long Term Care Insurance, Retirement Planning, 403 b, SEP IRA, Simple IRA, Financial Services
Education
Kutztown University of Pennsylvania 1999 — 2002
Master of Business Administration (MBA)
Kutztown University of Pennsylvania 1992 — 1996
Bachelor of Business Administration (BBA), International Business
Marie (Lievens) Knorr, CFP® Marie (Lievens) Knorr, CFP®'s Lincoln Investment Planning Experience January 2002 - November 2014
Job Financial Advisor at Stofan Agazzi Investments, LLC
Industry Financial Services
Experience
Stofan Agazzi Investments, LLC November 2014 - Present
Lincoln Investment Planning January 2002 - November 2014
Skills
Wealth Management, Retirement Planning, Mutual Funds, Retirement, Investments, Investment Advisory, Strategic Financial..., Uniform Combined State..., IRAs, Fixed Annuities, Wealth Accumulation, Asset Allocation, 401k Rollovers, FINRA, Series 63, Financial Planning, Portfolio Management, Customer Service
Education
Creighton University 1983 — 1987
Bachelor's degree
Stofan Agazzi Investments, LLC November 2014 - Present
Lincoln Investment Planning January 2002 - November 2014
Skills
Wealth Management, Retirement Planning, Mutual Funds, Retirement, Investments, Investment Advisory, Strategic Financial..., Uniform Combined State..., IRAs, Fixed Annuities, Wealth Accumulation, Asset Allocation, 401k Rollovers, FINRA, Series 63, Financial Planning, Portfolio Management, Customer Service
Education
Creighton University 1983 — 1987
Bachelor's degree
Tyler Curlee Tyler Curlee's Lincoln Investment Planning Experience May 2006 - Present
Job Financial Representative at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning May 2006 - Present
Skills
Wealth Management, Strategic Financial..., Mentoring, Retirement Planning, Investment Advisory, Life Insurance
Education
Duke University 2008 — 2009
Financial Planning
North Carolina State University - College of Management 2002 — 2005
Economics
Lincoln Investment Planning May 2006 - Present
Skills
Wealth Management, Strategic Financial..., Mentoring, Retirement Planning, Investment Advisory, Life Insurance
Education
Duke University 2008 — 2009
Financial Planning
North Carolina State University - College of Management 2002 — 2005
Economics
Thomas H. Watkins Thomas H. Watkins's Lincoln Investment Planning Experience 1987 - Present
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning 1987 - Present
Skills
Wealth Management, Investment Advisory, 403(b), 457 Plans, Asset Allocation
Education
Duke University
Bachelor's degree
La Salle University
Master of Business Administration (MBA), Management
Lincoln Investment Planning 1987 - Present
Skills
Wealth Management, Investment Advisory, 403(b), 457 Plans, Asset Allocation
Education
Duke University
Bachelor's degree
La Salle University
Master of Business Administration (MBA), Management
Alex Tuck Alex Tuck's Lincoln Investment Planning Experience January 2006 - July 2009
Job IT Consultant & NonProfit Director
Industry Management Consulting
Experience
UnitedHealth Group September 2014 - Present
People Helping People Global October 2013 - Present
CGI March 2014 - September 2014
Desai Management Consulting, LLC August 2013 - March 2014
Technology for Tomorrow August 2013 - January 2014
People Helping People Global July 2009 - October 2013
Lincoln Investment Planning January 2006 - July 2009
Skills
Event Planning, Research, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Project Management, Marketing, Outlook, Analysis, Microsoft Word, Policy, Data Analysis, Financial Analysis, Project Planning, Process Improvement, Sales, Team Building, Social Media, Access, Change Management, Management, Training, Program Management, International Project..., Nonprofits, Budgets, Business Planning, Entrepreneurship, Fundraising, Start-ups, Recruiting, Community Outreach, Spanish, Social Networking, Strategic Planning, Leadership Development, Team Leadership, Leadership, Organizational...
Education
Roanoke College 2002 — 2005
BBA, Business Administration, Finance, Economics
Maggie Walker Governor's School 1999 — 2002
UnitedHealth Group September 2014 - Present
People Helping People Global October 2013 - Present
CGI March 2014 - September 2014
Desai Management Consulting, LLC August 2013 - March 2014
Technology for Tomorrow August 2013 - January 2014
People Helping People Global July 2009 - October 2013
Lincoln Investment Planning January 2006 - July 2009
Skills
Event Planning, Research, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Project Management, Marketing, Outlook, Analysis, Microsoft Word, Policy, Data Analysis, Financial Analysis, Project Planning, Process Improvement, Sales, Team Building, Social Media, Access, Change Management, Management, Training, Program Management, International Project..., Nonprofits, Budgets, Business Planning, Entrepreneurship, Fundraising, Start-ups, Recruiting, Community Outreach, Spanish, Social Networking, Strategic Planning, Leadership Development, Team Leadership, Leadership, Organizational...
Education
Roanoke College 2002 — 2005
BBA, Business Administration, Finance, Economics
Maggie Walker Governor's School 1999 — 2002
Robin Fite's Lincoln Investment Planning Experience June 2012 - Present
Job Advisor Practice Application Support Specialist at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 2012 - Present
Capital Analysts September 2008 - June 2012
Capital Analysts July 2007 - September 2008
Skills
Series 7
Education
Northern Kentucky University
Bachelor of Science (BS), Business and Marketing Education
Lincoln Investment Planning June 2012 - Present
Capital Analysts September 2008 - June 2012
Capital Analysts July 2007 - September 2008
Skills
Series 7
Education
Northern Kentucky University
Bachelor of Science (BS), Business and Marketing Education
Susan Shrum Susan Shrum's Lincoln Investment Planning Experience April 2003 - October 2004
Job Art Teacher at Frost Montessori School
Industry Health, Wellness and Fitness
Experience
Frost Montessori School March 2013 - Present
YogaPig 2003 - Present
Lincoln Investment Planning April 2003 - October 2004
Fleet Bank January 1999 - February 2002
CompUSA March 1995 - August 1998
Egghead Software January 1988 - January 1992
Skills
Customer Service, Social Media, Teaching, Yoga, Process Improvement, Public Relations, Social Networking, Microsoft Office
Education
Borough of Manhattan Community College 2000 — 2001
Philosophy
Garaway High School 1981 — 1986
Frost Montessori School March 2013 - Present
YogaPig 2003 - Present
Lincoln Investment Planning April 2003 - October 2004
Fleet Bank January 1999 - February 2002
CompUSA March 1995 - August 1998
Egghead Software January 1988 - January 1992
Skills
Customer Service, Social Media, Teaching, Yoga, Process Improvement, Public Relations, Social Networking, Microsoft Office
Education
Borough of Manhattan Community College 2000 — 2001
Philosophy
Garaway High School 1981 — 1986
Anthony Petricini's Lincoln Investment Planning Experience May 2010 - January 2013
Job Financial Specialist
Industry Financial Services
Experience
PNC November 2014 - Present
Mutual of America December 2013 - June 2014
BNY Mellon February 2013 - December 2013
Lincoln Investment Planning May 2010 - January 2013
Education
Duquesne University 2007 — 2011
Finance & Investment Management
Pittsburgh Central Catholic 2003 — 2007
PNC November 2014 - Present
Mutual of America December 2013 - June 2014
BNY Mellon February 2013 - December 2013
Lincoln Investment Planning May 2010 - January 2013
Education
Duquesne University 2007 — 2011
Finance & Investment Management
Pittsburgh Central Catholic 2003 — 2007
Danny Etheridge Danny Etheridge's Lincoln Investment Planning Experience April 2013 - Present
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning April 2013 - Present
Nature Coast Financial Services April 2013 - Present
Drummond Community Bank October 2008 - April 2013
Skills
Retirement Planning, Individual Life..., Group Insurance, Fixed and Variable...
Education
University of Florida 2010 — 2012
Bachelor of Science (BS), Finance, General
Santa Fe College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
Lincoln Investment Planning April 2013 - Present
Nature Coast Financial Services April 2013 - Present
Drummond Community Bank October 2008 - April 2013
Skills
Retirement Planning, Individual Life..., Group Insurance, Fixed and Variable...
Education
University of Florida 2010 — 2012
Bachelor of Science (BS), Finance, General
Santa Fe College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
Maureen Johnson Maureen Johnson's Lincoln Investment Planning Experience August 2010 - April 2014
Job Marketing Technology & Strategy Leader
Industry Marketing and Advertising
Experience
Powernet Co. April 2015 - Present
Consulting October 2014 - April 2015
Lincoln Investment Planning August 2010 - April 2014
Great American Advisors, a subsidary of Great American Financial Resources 1997 - 2010
Skills
Leadership, Project Management, Marketing, Event Planning, Vendor Due Diligence &..., Coaching/Mentoring, Organization, Operations Management, Process Improvement &..., Building Relationships, Training & Education, Creative Problem Solving, Acquisition..., Business Continuity..., IT Business Analysis, New Product..., Communications Planning, Strategic Planning, Imaging Systems, Financial Services, Financial Planning, Series 7, FINRA, Investment Advisory..., Investments, Mutual Funds, Insurance, Securities, Strategic Financial..., Asset Management
Education
Xavier University
Master of Business Administration (MBA), Business/Commerce, General
Miami University
Bachelor's degree, Marketing & Management
Powernet Co. April 2015 - Present
Consulting October 2014 - April 2015
Lincoln Investment Planning August 2010 - April 2014
Great American Advisors, a subsidary of Great American Financial Resources 1997 - 2010
Skills
Leadership, Project Management, Marketing, Event Planning, Vendor Due Diligence &..., Coaching/Mentoring, Organization, Operations Management, Process Improvement &..., Building Relationships, Training & Education, Creative Problem Solving, Acquisition..., Business Continuity..., IT Business Analysis, New Product..., Communications Planning, Strategic Planning, Imaging Systems, Financial Services, Financial Planning, Series 7, FINRA, Investment Advisory..., Investments, Mutual Funds, Insurance, Securities, Strategic Financial..., Asset Management
Education
Xavier University
Master of Business Administration (MBA), Business/Commerce, General
Miami University
Bachelor's degree, Marketing & Management
Jennifer Willshaw Jennifer Willshaw's Lincoln Investment Planning Experience May 1997 - February 2000
Job at Financial Resources
Industry Executive Office
Experience
Financial Resources February 2013 - Present
Slim and Tone Fitness May 2003 - March 2005
Slim and Tone May 2003 - March 2005
Lincoln Investment Planning May 1997 - February 2000
St. Peter's University Hospital May 1995 - February 1997
Transax Systems 1994 - 1995
Skills
Office Management, Invoicing, Bookkeeping, Travel Arrangements, Office Equipment, Records Management, Customer Service, Event Planning, Microsoft Office, Team Building, Public Speaking, Leadership, Negotiation, Management, Event Management, Sales, Social Networking
Education
Northampton Community College
Financial Resources February 2013 - Present
Slim and Tone Fitness May 2003 - March 2005
Slim and Tone May 2003 - March 2005
Lincoln Investment Planning May 1997 - February 2000
St. Peter's University Hospital May 1995 - February 1997
Transax Systems 1994 - 1995
Skills
Office Management, Invoicing, Bookkeeping, Travel Arrangements, Office Equipment, Records Management, Customer Service, Event Planning, Microsoft Office, Team Building, Public Speaking, Leadership, Negotiation, Management, Event Management, Sales, Social Networking
Education
Northampton Community College
Bradley Mahlof's Lincoln Investment Planning Experience September 2010 - December 2010
Job Analyst at Compass Lexecon
Industry Management Consulting
Experience
Compass Lexecon April 2013 - Present
Anchorage Capital August 2011 - March 2013
DM Construction and Management Co May 2008 - July 2011
Lincoln Investment Planning September 2010 - December 2010
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Economics, Microsoft Excel, Research, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Analysis, Corporate Finance, Asset Managment, Access, Bloomberg, Strategic Financial..., Valuation, Financial Planning
Education
Brandeis University 2007 — 2011
Bachelor of Arts (B.A.), magna cum laude, Economics, Business
Ranney School 2003 — 2007
Compass Lexecon April 2013 - Present
Anchorage Capital August 2011 - March 2013
DM Construction and Management Co May 2008 - July 2011
Lincoln Investment Planning September 2010 - December 2010
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Economics, Microsoft Excel, Research, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, Analysis, Corporate Finance, Asset Managment, Access, Bloomberg, Strategic Financial..., Valuation, Financial Planning
Education
Brandeis University 2007 — 2011
Bachelor of Arts (B.A.), magna cum laude, Economics, Business
Ranney School 2003 — 2007
Johanna Evangelou's Lincoln Investment Planning Experience May 1986 - March 2000
Job Realtor at Coldwell Banker Preferred
Industry Real Estate
Experience
Coldwell Banker Preferred May 2014 - Present
Philadelphia School District September 2003 - Present
AXA Equitable March 2000 - June 2003
Lincoln Investment Planning May 1986 - March 2000
Skills
Differentiated..., Lesson Planning, Classroom Management, Classroom, Curriculum Development, Curriculum Design, Educational Leadership, Teacher Training, Teaching, Smartboard, K-12, Staff Development, Instructional Technology
Education
Chestnut Hill College 2002 — 2010
Master of Education (MEd), Elementary Education/Special Education/Reading Specialist
La Salle University 1992 — 1999
Bachelor of Arts (BA), Financial/Business Adminstration
Coldwell Banker Preferred May 2014 - Present
Philadelphia School District September 2003 - Present
AXA Equitable March 2000 - June 2003
Lincoln Investment Planning May 1986 - March 2000
Skills
Differentiated..., Lesson Planning, Classroom Management, Classroom, Curriculum Development, Curriculum Design, Educational Leadership, Teacher Training, Teaching, Smartboard, K-12, Staff Development, Instructional Technology
Education
Chestnut Hill College 2002 — 2010
Master of Education (MEd), Elementary Education/Special Education/Reading Specialist
La Salle University 1992 — 1999
Bachelor of Arts (BA), Financial/Business Adminstration
Elizabeth Oeters's Lincoln Investment Planning Experience June 2012 - October 2012
Job Investment Operations at Aspiriant
Industry Financial Services
Experience
Aspiriant October 2012 - Present
Lincoln Investment Planning June 2012 - October 2012
Western & Southern Financial Group November 2010 - June 2012
Fidelity Investments May 2007 - November 2010
Skills
Series 7, Series 63, 401k, Mutual Funds, Retirement, Investment Management, Customer Service, Operational Excellence
Education
Northern Kentucky University 2002 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Aspiriant October 2012 - Present
Lincoln Investment Planning June 2012 - October 2012
Western & Southern Financial Group November 2010 - June 2012
Fidelity Investments May 2007 - November 2010
Skills
Series 7, Series 63, 401k, Mutual Funds, Retirement, Investment Management, Customer Service, Operational Excellence
Education
Northern Kentucky University 2002 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Jeff Closz Jeff Closz's Lincoln Investment Planning Experience February 2009 - November 2011
Job Manager of Sales Support and Risk Management Division
Industry Insurance
Experience
Partners Financial Group, LLC. August 2013 - Present
Allstate January 2012 - August 2013
Lincoln Investment Planning February 2009 - November 2011
Hold Brothers Capital, LLC 2000 - 2007
Skills
Series 7, Series 63, Series 65, Licensed Property &..., Licensed Life, Accident..., Communication Skills, Work Well Independently, Customer Retention, Sales Prospecting, Strategic Financial..., Computer Proficiency, Investment Strategies, Customer Oriented, Market Research, Risk Management, PIAA Official- Football, PIAA Official- Wrestling
Education
Gettysburg College 1995 — 1999
Bachelor's degree, Economics
Partners Financial Group, LLC. August 2013 - Present
Allstate January 2012 - August 2013
Lincoln Investment Planning February 2009 - November 2011
Hold Brothers Capital, LLC 2000 - 2007
Skills
Series 7, Series 63, Series 65, Licensed Property &..., Licensed Life, Accident..., Communication Skills, Work Well Independently, Customer Retention, Sales Prospecting, Strategic Financial..., Computer Proficiency, Investment Strategies, Customer Oriented, Market Research, Risk Management, PIAA Official- Football, PIAA Official- Wrestling
Education
Gettysburg College 1995 — 1999
Bachelor's degree, Economics
Ranjan Guna's Lincoln Investment Planning Experience March 2012 - Present
Job Senior Accountant at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning March 2012 - Present
Vygon US January 2008 - February 2012
Skills
Accounting, Financial Reporting, Payroll, Financial Analysis, Month End Close, Year-end Close, Cash Management, Property & Casualty..., Financial Planning, Microsoft Excel, Finance, Microsoft Word, Financial Services, Analysis, Microsoft Office, Insurance, Process Improvement, Customer Service, Cash Flow Forecasting, Managerial Finance
Education
Kean University 1986 — 1989
Bachelor of Science (BS), Accounting and Finance, 3.45
Lincoln Investment Planning March 2012 - Present
Vygon US January 2008 - February 2012
Skills
Accounting, Financial Reporting, Payroll, Financial Analysis, Month End Close, Year-end Close, Cash Management, Property & Casualty..., Financial Planning, Microsoft Excel, Finance, Microsoft Word, Financial Services, Analysis, Microsoft Office, Insurance, Process Improvement, Customer Service, Cash Flow Forecasting, Managerial Finance
Education
Kean University 1986 — 1989
Bachelor of Science (BS), Accounting and Finance, 3.45
Jennifer Westpfahl Jennifer Westpfahl's Lincoln Investment Planning Experience September 1999 - August 2002
Job Executive Director Divisional Business Service Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management May 2011 - May 2014
Morgan Stanley Smith Barney April 2008 - May 2011
Citi SmithBarney December 2004 - April 2008
New York Life August 2002 - November 2004
Lincoln Investment Planning September 1999 - August 2002
Skills
FINRA, Brokerage, Wealth Management, Banking, Investments, Investment Banking, Series 7, Series 3, Series 24, Series 9/10, Series 66, Compliance, Sales Operations, Financial Services, Nyse, Securities, Vendor Management, Financial Risk, Financial Operations, Strategic Planning, Organizational..., Risk Management, Uniform Combined State..., Executive Management, Performance Management, Series 65, Alternative Investments, Strategic Partnerships, Series 63, Financial Metrics
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Executive MBA
University of Central Arkansas 1994 — 1999
BBA, Finance
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management May 2011 - May 2014
Morgan Stanley Smith Barney April 2008 - May 2011
Citi SmithBarney December 2004 - April 2008
New York Life August 2002 - November 2004
Lincoln Investment Planning September 1999 - August 2002
Skills
FINRA, Brokerage, Wealth Management, Banking, Investments, Investment Banking, Series 7, Series 3, Series 24, Series 9/10, Series 66, Compliance, Sales Operations, Financial Services, Nyse, Securities, Vendor Management, Financial Risk, Financial Operations, Strategic Planning, Organizational..., Risk Management, Uniform Combined State..., Executive Management, Performance Management, Series 65, Alternative Investments, Strategic Partnerships, Series 63, Financial Metrics
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Executive MBA
University of Central Arkansas 1994 — 1999
BBA, Finance
Sarah Quickel Sarah Quickel's Lincoln Investment Planning Experience December 2009 - January 2010
Job Studio Artist and Editor
Industry Fine Art
Experience
Painting with a Twist February 2015 - Present
Camp Dark Waters May 2013 - September 2013
Pier 1 Imports September 2012 - December 2012
Kevin Kavanagh Gallery March 2012 - May 2012
Lafayette College August 2011 - December 2011
Lincoln Investment Planning December 2009 - January 2010
Skills
Drawing, Microsoft Word, Painting, Facebook, Public Speaking, Creative Writing, InDesign
Education
Lafayette College 2009 — 2013
Bachelor's Degree, Fine and Studio Arts
Haddonfield Memorial High School 2005 — 2009
Painting with a Twist February 2015 - Present
Camp Dark Waters May 2013 - September 2013
Pier 1 Imports September 2012 - December 2012
Kevin Kavanagh Gallery March 2012 - May 2012
Lafayette College August 2011 - December 2011
Lincoln Investment Planning December 2009 - January 2010
Skills
Drawing, Microsoft Word, Painting, Facebook, Public Speaking, Creative Writing, InDesign
Education
Lafayette College 2009 — 2013
Bachelor's Degree, Fine and Studio Arts
Haddonfield Memorial High School 2005 — 2009
Chris Aguirre Chris Aguirre's Lincoln Investment Planning Experience September 2011 - September 2013
Job PRIME Regional Specialist
Industry Financial Services
Experience
Pacific Life Insurance Company September 2013 - Present
Lincoln Investment Planning September 2011 - September 2013
Legacy Planning Partners November 2009 - September 2011
Insurance Opportunities 2008 - 2009
Coventry First, LLC February 2003 - January 2008
Lincoln Financial Group 2000 - 2003
Education
Hamilton College
Economics
Saint Joseph's University
B.S., Finance
Pacific Life Insurance Company September 2013 - Present
Lincoln Investment Planning September 2011 - September 2013
Legacy Planning Partners November 2009 - September 2011
Insurance Opportunities 2008 - 2009
Coventry First, LLC February 2003 - January 2008
Lincoln Financial Group 2000 - 2003
Education
Hamilton College
Economics
Saint Joseph's University
B.S., Finance
Lawrence Solomayer Lawrence Solomayer's Lincoln Investment Planning Experience October 2008 - July 2011
Job Senior Registered Rep at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Lincoln Investment Planning October 2008 - July 2011
AXA Advisors May 2006 - May 2008
Merrill Lynch February 1992 - December 2004
Skills
Series 7 Series 66 Life..., 401k, 403 b, Life Insurance, Mutual Funds, Securities, Investments, Annuity Sales, Variable Annuities, Charitable Remainder..., Retirement Planning, Investment Advisory
Education
Seton Hall University 1998 — 2001
BS, Business Administration
Raritan Valley Community College
AS, Business Administration
Merrill Lynch July 2011 - Present
Lincoln Investment Planning October 2008 - July 2011
AXA Advisors May 2006 - May 2008
Merrill Lynch February 1992 - December 2004
Skills
Series 7 Series 66 Life..., 401k, 403 b, Life Insurance, Mutual Funds, Securities, Investments, Annuity Sales, Variable Annuities, Charitable Remainder..., Retirement Planning, Investment Advisory
Education
Seton Hall University 1998 — 2001
BS, Business Administration
Raritan Valley Community College
AS, Business Administration
Timothy Leonard Timothy Leonard's Lincoln Investment Planning Experience August 2010 - Present
Job Manager at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning August 2010 - Present
Great American Advisors, Inc. 1993 - 2010
Skills
Series 7, Series 24, Financial Analysis, 401k, Fixed Annuities, Mutual Funds, Term Life Insurance, Variable Annuities, Options
Education
Miami University 1978 — 1982
Bachelor's degree, Marketing and Economics
Lincoln Investment Planning August 2010 - Present
Great American Advisors, Inc. 1993 - 2010
Skills
Series 7, Series 24, Financial Analysis, 401k, Fixed Annuities, Mutual Funds, Term Life Insurance, Variable Annuities, Options
Education
Miami University 1978 — 1982
Bachelor's degree, Marketing and Economics
Jeff Linska's Lincoln Investment Planning Experience June 2012 - Present
Job Owner/VP. Capitas Financial
Industry Investment Management
Experience
Lincoln Investment Planning June 2012 - Present
Capitas Financial LLC July 2004 - Present
Financial Advisory Assoc January 2004 - Present
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Retirement, Life Insurance, Estate Planning, Long-term Care
Education
Oakland University 1979 — 1983
Bachelor os Science, Finance and Financial Management Services
Lincoln Investment Planning June 2012 - Present
Capitas Financial LLC July 2004 - Present
Financial Advisory Assoc January 2004 - Present
Skills
Fixed Annuities, Retirement Planning, Disability Insurance, Retirement, Life Insurance, Estate Planning, Long-term Care
Education
Oakland University 1979 — 1983
Bachelor os Science, Finance and Financial Management Services
Warren Straub Warren Straub's Lincoln Investment Planning Experience May 2011 - October 2013
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Wells Fargo October 2013 - April 2015
Lincoln Investment Planning May 2011 - October 2013
Education
East Carolina University - College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Charles Schwab April 2015 - Present
Wells Fargo October 2013 - April 2015
Lincoln Investment Planning May 2011 - October 2013
Education
East Carolina University - College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Sonseenahray Hambrick's Lincoln Investment Planning Experience May 2007 - April 2011
Job Director of Operations and Associate Financial Representative with Daniel W. Dittman at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2014 - Present
Northwestern Mutual September 2011 - Present
Northwestern Mutual January 2014 - May 2014
Northwester Mutual November 2013 - March 2014
Northwestern Mutual 2011 - 2014
Lincoln Investment Planning May 2007 - April 2011
National City Bank July 2005 - May 2006
JP Morgan Chase June 2004 - May 2006
New York Life Insurance Company January 2002 - March 2004
Sanford Rose Associates - Ft. Laouderdale January 2000 - December 2003
Skills
Investments, Series 63, Life Insurance, Retirement, Series 7, Asset Managment, Strategic Financial..., Fixed Annuities, Insurance, Mutual Funds, Alternative Investments, Wealth Management, Investment Management, Securities, Retirement Planning, Finance, Wealth Accumulation, Long-term Care, Small Business, 401k, IRAs, Disability Insurance, Financial Advisory, Banking, Financial Services, Asset Management, Asset Allocation, Estate Planning, Uniform Combined State..., Financial Planners, Risk Management
Education
Earlham College 1969 — 1973
BA, Political Science/English Literature
Indiana University Bloomington 1972 — 1972
none, Political Science
Northwestern Mutual June 2014 - Present
Northwestern Mutual September 2011 - Present
Northwestern Mutual January 2014 - May 2014
Northwester Mutual November 2013 - March 2014
Northwestern Mutual 2011 - 2014
Lincoln Investment Planning May 2007 - April 2011
National City Bank July 2005 - May 2006
JP Morgan Chase June 2004 - May 2006
New York Life Insurance Company January 2002 - March 2004
Sanford Rose Associates - Ft. Laouderdale January 2000 - December 2003
Skills
Investments, Series 63, Life Insurance, Retirement, Series 7, Asset Managment, Strategic Financial..., Fixed Annuities, Insurance, Mutual Funds, Alternative Investments, Wealth Management, Investment Management, Securities, Retirement Planning, Finance, Wealth Accumulation, Long-term Care, Small Business, 401k, IRAs, Disability Insurance, Financial Advisory, Banking, Financial Services, Asset Management, Asset Allocation, Estate Planning, Uniform Combined State..., Financial Planners, Risk Management
Education
Earlham College 1969 — 1973
BA, Political Science/English Literature
Indiana University Bloomington 1972 — 1972
none, Political Science
Sini Abraham Sini Abraham's Lincoln Investment Planning Experience December 2003 - October 2005
Job Sr. Program Manager at Biogen Idec
Industry Biotechnology
Experience
Biogen Idec February 2015 - Present
Biogen Idec June 2012 - July 2013
Biogen Idec September 2007 - January 2013
Biogen Idec August 2007 - March 2011
Consolidated Services Group October 2005 - June 2007
Collaborative Consulting, LLC 2007 - 2007
Lincoln Investment Planning December 2003 - October 2005
GSK 2002 - 2003
Skills
Project Management, Business Analysis, Analysis, Visio, Microsoft Office, CRM, Project Planning, Requirements Analysis, Vendor Management, Team Building, Process Improvement, Training, Business Process, Data Analysis, Management, Testing, Market Research, Access
Education
Saint Joseph's University 2004 — 2007
MBA, MBA
Drexel University 1999 — 2003
Bachelor's degree, Information Science and Technology
Northeast High School 1995 — 1997
Biogen Idec February 2015 - Present
Biogen Idec June 2012 - July 2013
Biogen Idec September 2007 - January 2013
Biogen Idec August 2007 - March 2011
Consolidated Services Group October 2005 - June 2007
Collaborative Consulting, LLC 2007 - 2007
Lincoln Investment Planning December 2003 - October 2005
GSK 2002 - 2003
Skills
Project Management, Business Analysis, Analysis, Visio, Microsoft Office, CRM, Project Planning, Requirements Analysis, Vendor Management, Team Building, Process Improvement, Training, Business Process, Data Analysis, Management, Testing, Market Research, Access
Education
Saint Joseph's University 2004 — 2007
MBA, MBA
Drexel University 1999 — 2003
Bachelor's degree, Information Science and Technology
Northeast High School 1995 — 1997
Doug White Doug White's Lincoln Investment Planning Experience June 2007 - May 2009
Job Helping small businesses and their leaders grow!
Industry Management Consulting
Experience
Whitestone Partners May 2009 - Present
Lincoln Investment Planning June 2007 - May 2009
Upromise May 2005 - September 2006
Capital One 2000 - 2005
Bernstein, Inc. 1997 - 2000
Weidmuller, Inc. 1994 - 1997
AMF/Reece 1991 - 1994
McKinsey & Company 1984 - 1991
Skills
Quantitative Analytics, Strategy, Strategic Planning, Financial Modeling, Risk Management, Start-ups, Financial Services, Portfolio Management, Mergers, Business Strategy, Management Consulting, Business Process, Business Modeling, Leadership, Training, Analytics, Mergers & Acquisitions, Sales, Vendor Management, Business Transformation, Program Management, Management, Due Diligence, Business Development, Finance, Executive Management, Cross-functional Team..., Sales Management, Entrepreneurship, Analysis, Pricing, Process Improvement, Business Process..., Acquisition Integration, Valuation, Investments, Business Planning, Manufacturing, IT Strategy, Outsourcing, Change Management, Consulting, Negotiation
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA), Business Administration and Management, General
Georgia Institute of Technology 1980 — 1980
MSME, Mechanical Engineering
Randolph-Macon College 1976 — 1980
BS, Physics
Lee-Davis High School 1973 — 1976
Whitestone Partners May 2009 - Present
Lincoln Investment Planning June 2007 - May 2009
Upromise May 2005 - September 2006
Capital One 2000 - 2005
Bernstein, Inc. 1997 - 2000
Weidmuller, Inc. 1994 - 1997
AMF/Reece 1991 - 1994
McKinsey & Company 1984 - 1991
Skills
Quantitative Analytics, Strategy, Strategic Planning, Financial Modeling, Risk Management, Start-ups, Financial Services, Portfolio Management, Mergers, Business Strategy, Management Consulting, Business Process, Business Modeling, Leadership, Training, Analytics, Mergers & Acquisitions, Sales, Vendor Management, Business Transformation, Program Management, Management, Due Diligence, Business Development, Finance, Executive Management, Cross-functional Team..., Sales Management, Entrepreneurship, Analysis, Pricing, Process Improvement, Business Process..., Acquisition Integration, Valuation, Investments, Business Planning, Manufacturing, IT Strategy, Outsourcing, Change Management, Consulting, Negotiation
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA), Business Administration and Management, General
Georgia Institute of Technology 1980 — 1980
MSME, Mechanical Engineering
Randolph-Macon College 1976 — 1980
BS, Physics
Lee-Davis High School 1973 — 1976
Frank Dillon, CLU Frank Dillon, CLU's Lincoln Investment Planning Experience March 1988 - January 2002
Job Developing Financial and Insurance programs for individules and small businesses
Industry Insurance
Experience
Dillon Insurance April 2015 - Present
Abington Adult School September 2000 - Present
The Prudential Insurance Company of America May 2014 - April 2015
Allstate Financial November 2010 - May 2014
Waddell & Reed Financial Services December 2009 - October 2010
Ohio National Financial Services November 2007 - August 2009
Allianz/Roster Financial March 2002 - November 2007
Lincoln Investment Planning March 1988 - January 2002
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Retirement, Strategic Financial..., Insurance, Investments, Long Term Care Insurance, 529 Plans, Term Life Insurance, Employee Benefits, Financial Services, 401k, Health Insurance, Finance, Variable Annuities, Critical Illness, Pensions, Mutual Funds, Wealth Management, Asset Allocation, General Insurance, Wealth Accumulation, Universal Life, Whole Life, Investment Strategies, Personal Finance, Annuities, Long Term Care, IRA's, Annuity, Insurance Planning, Retirement Income..., Wealth Transfer, 401k Rollovers, Marketing, Small Business Needs, Risk Management, Insurance and Financial..., Financial Planning, IRAs
Education
Penn State University 1970 — 1974
BS, Science
Dillon Insurance April 2015 - Present
Abington Adult School September 2000 - Present
The Prudential Insurance Company of America May 2014 - April 2015
Allstate Financial November 2010 - May 2014
Waddell & Reed Financial Services December 2009 - October 2010
Ohio National Financial Services November 2007 - August 2009
Allianz/Roster Financial March 2002 - November 2007
Lincoln Investment Planning March 1988 - January 2002
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Retirement, Strategic Financial..., Insurance, Investments, Long Term Care Insurance, 529 Plans, Term Life Insurance, Employee Benefits, Financial Services, 401k, Health Insurance, Finance, Variable Annuities, Critical Illness, Pensions, Mutual Funds, Wealth Management, Asset Allocation, General Insurance, Wealth Accumulation, Universal Life, Whole Life, Investment Strategies, Personal Finance, Annuities, Long Term Care, IRA's, Annuity, Insurance Planning, Retirement Income..., Wealth Transfer, 401k Rollovers, Marketing, Small Business Needs, Risk Management, Insurance and Financial..., Financial Planning, IRAs
Education
Penn State University 1970 — 1974
BS, Science
Steve Luttrell's Lincoln Investment Planning Experience November 2010 - May 2012
Job Web Developer and Information Architect
Industry Information Technology and Services
Experience
Lincoln Investment Planning November 2010 - May 2012
F A Davis December 2003 - September 2010
The Marcom Group May 1997 - January 2003
Parkside Studios September 1995 - March 1997
Prudential Insurance July 1988 - September 1995
Education
Penn State University 2009 — 2012
MS, Information Science
West Chester University of Pennsylvania 2006 — 2008
MBA, Business
Penn State University 1979 — 1983
Lincoln Investment Planning November 2010 - May 2012
F A Davis December 2003 - September 2010
The Marcom Group May 1997 - January 2003
Parkside Studios September 1995 - March 1997
Prudential Insurance July 1988 - September 1995
Education
Penn State University 2009 — 2012
MS, Information Science
West Chester University of Pennsylvania 2006 — 2008
MBA, Business
Penn State University 1979 — 1983
Karen Schwenk Karen Schwenk's Lincoln Investment Planning Experience September 1999 - Present
Job Independent Financial Advisor
Industry Financial Services
Experience
Lincoln Investment Planning September 1999 - Present
CitiGroup January 1998 - January 1999
Fisher Investments 1999 - 1999
MetLife Brokerage 1996 - 1998
Baja Joe's Tacos January 1992 - January 1993
Skills
Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Wealth Management, Series 7, Investments, Securities, Strategic Financial..., Public Speaking, Investment Advisory, Pensions, Asset Managment
Education
San Francisco State University 1993 — 1995
BA, Marketing & Industrial Psychology
Northgate HS
Lincoln Investment Planning September 1999 - Present
CitiGroup January 1998 - January 1999
Fisher Investments 1999 - 1999
MetLife Brokerage 1996 - 1998
Baja Joe's Tacos January 1992 - January 1993
Skills
Retirement Planning, Mutual Funds, Retirement, Fixed Annuities, Wealth Management, Series 7, Investments, Securities, Strategic Financial..., Public Speaking, Investment Advisory, Pensions, Asset Managment
Education
San Francisco State University 1993 — 1995
BA, Marketing & Industrial Psychology
Northgate HS
Erin Whitham Erin Whitham's Lincoln Investment Planning Experience May 2006 - August 2006
Job Application Engineer at Schlumberger
Industry Oil & Energy
Experience
Schlumberger March 2010 - Present
Manufacturers Golf and Country Club May 2007 - March 2010
City of Allentown January 2009 - May 2009
Behr Paint September 2008 - December 2008
UPS June 2008 - August 2008
Lincoln Investment Planning May 2006 - August 2006
Skills
Project Management, Project Planning, Process Engineering, Strategic Planning, Microsoft Office, Data Analysis, Team Leadership, Oil & Gas Industry, Electric Submersible..., ESP Troubleshooting and..., Communication Skills, Field Operations, Drafting Proposals
Education
Lehigh University 2005 — 2009
BS, Industrial Engineering
Schlumberger March 2010 - Present
Manufacturers Golf and Country Club May 2007 - March 2010
City of Allentown January 2009 - May 2009
Behr Paint September 2008 - December 2008
UPS June 2008 - August 2008
Lincoln Investment Planning May 2006 - August 2006
Skills
Project Management, Project Planning, Process Engineering, Strategic Planning, Microsoft Office, Data Analysis, Team Leadership, Oil & Gas Industry, Electric Submersible..., ESP Troubleshooting and..., Communication Skills, Field Operations, Drafting Proposals
Education
Lehigh University 2005 — 2009
BS, Industrial Engineering
Chris Paglia, CFP® Chris Paglia, CFP®'s Lincoln Investment Planning Experience September 1992 - March 1993
Job Financial Advisor / Senior Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2010 - Present
Morgan Stanley Smith Barney February 1994 - October 2010
G.X. Clarke & CO September 1993 - January 1994
Frontier League Professional Baseball April 1993 - September 1993
Lincoln Investment Planning September 1992 - March 1993
Skills
Investments, Management, Finance, Budgets, Mutual Funds, Customer Service, Team Building, Strategic Planning, Financial Analysis
Education
Saint Bonaventure University 1988 — 1992
BBA, Finance
Wells Fargo Advisors, LLC October 2010 - Present
Morgan Stanley Smith Barney February 1994 - October 2010
G.X. Clarke & CO September 1993 - January 1994
Frontier League Professional Baseball April 1993 - September 1993
Lincoln Investment Planning September 1992 - March 1993
Skills
Investments, Management, Finance, Budgets, Mutual Funds, Customer Service, Team Building, Strategic Planning, Financial Analysis
Education
Saint Bonaventure University 1988 — 1992
BBA, Finance
John W. Gallagher, CFP©, AIF® John W. Gallagher, CFP©, AIF®'s Lincoln Investment Planning Experience May 2006 - Present
Job Regional Manager, Lincoln Investment Planning, I help Financial Advisors reach their goals
Industry Financial Services
Experience
Lincoln Investment Planning May 2006 - Present
MetLife October 2005 - May 2006
CitiStreet 1993 - 2005
Skills
Strategic Financial..., Talent Acquisition, Advisor development, Mutual Funds, Retirement Planning, Coaching, Financial Advisor..., Retirement Education, Investment Advisor, Investments, Retirement, 401k, Fixed Annuities
Education
Kutztown University of Pennsylvania 1986 — 1990
Bachelors of Science, Finance & Ecconomics
Lincoln Investment Planning May 2006 - Present
MetLife October 2005 - May 2006
CitiStreet 1993 - 2005
Skills
Strategic Financial..., Talent Acquisition, Advisor development, Mutual Funds, Retirement Planning, Coaching, Financial Advisor..., Retirement Education, Investment Advisor, Investments, Retirement, 401k, Fixed Annuities
Education
Kutztown University of Pennsylvania 1986 — 1990
Bachelors of Science, Finance & Ecconomics
Blake Huber Blake Huber's Lincoln Investment Planning Experience June 2011 - March 2012
Job Analyst at MainLine Private Wealth
Industry Financial Services
Experience
MainLine Private Wealth March 2012 - Present
Lincoln Investment Planning June 2011 - March 2012
Janney Montgomery Scott April 2010 - September 2010
Northwestern Mutual March 2009 - September 2009
Kildare Capital March 2008 - March 2009
Skills
Financial Analysis, Series 7, Microsoft Excel, Bloomberg, Asset Allocation, Financial Modeling, Insurance, Hedge Funds, Economics, Chartered Financial..., Mutual Funds, Equities, PowerPoint, Data Analysis, Portfolio Management, Fixed Income, ETFs, Asset Managment, Wealth Management, Strategic Financial..., Investment Advisory, Retirement Planning, Morningstar, Finance, Asset Management, Investments, Microsoft Office, Customer Service, Financial Services, Alternative Investments, Managing Finances
Education
Drexel University 2006 — 2011
BSBA, Finance and Legal Studies
MainLine Private Wealth March 2012 - Present
Lincoln Investment Planning June 2011 - March 2012
Janney Montgomery Scott April 2010 - September 2010
Northwestern Mutual March 2009 - September 2009
Kildare Capital March 2008 - March 2009
Skills
Financial Analysis, Series 7, Microsoft Excel, Bloomberg, Asset Allocation, Financial Modeling, Insurance, Hedge Funds, Economics, Chartered Financial..., Mutual Funds, Equities, PowerPoint, Data Analysis, Portfolio Management, Fixed Income, ETFs, Asset Managment, Wealth Management, Strategic Financial..., Investment Advisory, Retirement Planning, Morningstar, Finance, Asset Management, Investments, Microsoft Office, Customer Service, Financial Services, Alternative Investments, Managing Finances
Education
Drexel University 2006 — 2011
BSBA, Finance and Legal Studies
Kevin Hogrelius's Lincoln Investment Planning Experience June 2013 - November 2013
Job Owner and Operator at CompForce Services
Industry Information Technology and Services
Experience
CompForce Services September 2011 - Present
Lincoln Investment Planning June 2013 - November 2013
Entech October 2012 - February 2013
Evolve IP March 2012 - July 2012
PAREXEL September 2010 - June 2011
ClinPhone September 2010 - June 2011
Perceptive Informatics September 2010 - June 2011
Cephalon May 2009 - September 2009
Cephalon May 2008 - August 2008
Cephalon June 2007 - August 2007
Skills
Computer Repair, Computer Maintenance, Network Installation, Network Monitoring Tools, Network Administration, Nmap, Bash, Virus Removal, Computer Security, Sourcing, Data Recovery, VoIP, Customer Service, Technical Support, Data Management, Help Desk Support, Microsoft Office, Pharmaceutical Industry, CTMS, EDC, Clinical Research, Clinical Trials, Oncology
Education
Eastern University 2005 — 2009
BA, Biology and Information Technology
CompForce Services September 2011 - Present
Lincoln Investment Planning June 2013 - November 2013
Entech October 2012 - February 2013
Evolve IP March 2012 - July 2012
PAREXEL September 2010 - June 2011
ClinPhone September 2010 - June 2011
Perceptive Informatics September 2010 - June 2011
Cephalon May 2009 - September 2009
Cephalon May 2008 - August 2008
Cephalon June 2007 - August 2007
Skills
Computer Repair, Computer Maintenance, Network Installation, Network Monitoring Tools, Network Administration, Nmap, Bash, Virus Removal, Computer Security, Sourcing, Data Recovery, VoIP, Customer Service, Technical Support, Data Management, Help Desk Support, Microsoft Office, Pharmaceutical Industry, CTMS, EDC, Clinical Research, Clinical Trials, Oncology
Education
Eastern University 2005 — 2009
BA, Biology and Information Technology
Cynthia Perini Cynthia Perini's Lincoln Investment Planning Experience April 2009 - Present
Job Senior Vice President, Branch Manager, Recruiting Manager at Hendershot Financial Group
Industry Investment Management
Experience
Hendershot Financial Group April 2009 - Present
Lincoln Investment Planning April 2009 - Present
Sovereign Bank September 2004 - April 2009
Raymond James Financial Services December 1994 - December 2003
Home Federal Savings Bank/Farmers & Mechanics Bank/Mercantile June 1985 - December 2003
Skills
Coaching, Financial Training, Retirement Educator, Advisor Development, Career Guidance, Talent Acquisition, Strategic Financial..., Advisory Services and..., Wealth Management, Onboarding, Mutual Funds, Series 7, Retirement Planning, Securities, Asset Allocation, FINRA, Investments, Fixed Annuities, Series 24, Uniform Combined State..., Series 65, Asset Managment
Education
Hood College 1986 — 1989
MBA, Human Resource Management/Marketing
James Madison University 1980 — 1984
BA, Finance and Economics
James Madison University - College of Business 1980 — 1984
BS, Finance and Economics
North Hagerstown High School 1976 — 1980
College Bound
Hendershot Financial Group April 2009 - Present
Lincoln Investment Planning April 2009 - Present
Sovereign Bank September 2004 - April 2009
Raymond James Financial Services December 1994 - December 2003
Home Federal Savings Bank/Farmers & Mechanics Bank/Mercantile June 1985 - December 2003
Skills
Coaching, Financial Training, Retirement Educator, Advisor Development, Career Guidance, Talent Acquisition, Strategic Financial..., Advisory Services and..., Wealth Management, Onboarding, Mutual Funds, Series 7, Retirement Planning, Securities, Asset Allocation, FINRA, Investments, Fixed Annuities, Series 24, Uniform Combined State..., Series 65, Asset Managment
Education
Hood College 1986 — 1989
MBA, Human Resource Management/Marketing
James Madison University 1980 — 1984
BA, Finance and Economics
James Madison University - College of Business 1980 — 1984
BS, Finance and Economics
North Hagerstown High School 1976 — 1980
College Bound
Stephanie Hilton Stephanie Hilton's Lincoln Investment Planning Experience April 2013 - Present
Job CSM, Business Analyst at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning April 2013 - Present
General Dynamics Information Technology July 2010 - April 2013
CIGNA August 2009 - October 2010
Skills
QA Testing, Oracle SQL, Microsoft Excel, Microsoft SQL Server, Microsoft Access, SharePoint, Project Management, AS400 Administration, Visio, Social Media Marketing, Community Management, Experienced Business..., Business Analysis, Scrum
Education
Bryn Mawr College
Bachelor's Degree, Computer Science
Haverford College
Computer Science
University of Sydney
Study Abroad
Lincoln Investment Planning April 2013 - Present
General Dynamics Information Technology July 2010 - April 2013
CIGNA August 2009 - October 2010
Skills
QA Testing, Oracle SQL, Microsoft Excel, Microsoft SQL Server, Microsoft Access, SharePoint, Project Management, AS400 Administration, Visio, Social Media Marketing, Community Management, Experienced Business..., Business Analysis, Scrum
Education
Bryn Mawr College
Bachelor's Degree, Computer Science
Haverford College
Computer Science
University of Sydney
Study Abroad
William Daniels's Lincoln Investment Planning Experience February 2013 - April 2013
Job Private Exchange Sales Associate at Aetna
Industry Insurance
Experience
Aetna September 2014 - Present
Aetna July 2014 - Present
SEI June 2013 - April 2014
Lincoln Investment Planning February 2013 - April 2013
Philadelphia Insurance Companies March 2012 - August 2012
Casiello Property Management June 2009 - August 2010
Skills
Insurance, Sales, Marketing, Account Management, Public Speaking, Social Media, Management, Microsoft Office, Market Research, Lead Generation, Marketing Strategy, PC and MAC Proficient, Finance, Outlook, Advertising, Time Management, Marketing Communications, Social Media Marketing, Underwriting, Leadership, Teamwork, Real Estate, Social Networking, Asset Management, Event Planning
Education
Philadelphia University 2009 — 2013
Bachelor of Science, Marketing, Finance
Aetna September 2014 - Present
Aetna July 2014 - Present
SEI June 2013 - April 2014
Lincoln Investment Planning February 2013 - April 2013
Philadelphia Insurance Companies March 2012 - August 2012
Casiello Property Management June 2009 - August 2010
Skills
Insurance, Sales, Marketing, Account Management, Public Speaking, Social Media, Management, Microsoft Office, Market Research, Lead Generation, Marketing Strategy, PC and MAC Proficient, Finance, Outlook, Advertising, Time Management, Marketing Communications, Social Media Marketing, Underwriting, Leadership, Teamwork, Real Estate, Social Networking, Asset Management, Event Planning
Education
Philadelphia University 2009 — 2013
Bachelor of Science, Marketing, Finance
Caroline Primus Caroline Primus's Lincoln Investment Planning Experience September 1985 - January 1992
Job Financial Planning Consultant at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Services October 2011 - Present
First Command Financial Planning May 2011 - October 2011
First Command Financial Planning January 2011 - May 2011
PNC Global Invesment Servicing February 2006 - May 2009
PNC Global Investment Servicing February 2001 - February 2006
RTE Asset Management January 1992 - January 2001
Lincoln Investment Planning September 1985 - January 1992
Skills
FINRA Series 7, FINRA Series 66, Financial Services, Broker-Dealer, Customer Support, Mutual Funds, Retirement Benefits, Federal Employee..., Social Security Benefits, WealthStation, Investment Advisory..., Operations Management
Education
La Salle University - School of Business Administration 1994 — 2001
BS, Finance
Manor Junior College 1977 — 1979
Associate's degree, Business Administration and Management, General
First Command Financial Services October 2011 - Present
First Command Financial Planning May 2011 - October 2011
First Command Financial Planning January 2011 - May 2011
PNC Global Invesment Servicing February 2006 - May 2009
PNC Global Investment Servicing February 2001 - February 2006
RTE Asset Management January 1992 - January 2001
Lincoln Investment Planning September 1985 - January 1992
Skills
FINRA Series 7, FINRA Series 66, Financial Services, Broker-Dealer, Customer Support, Mutual Funds, Retirement Benefits, Federal Employee..., Social Security Benefits, WealthStation, Investment Advisory..., Operations Management
Education
La Salle University - School of Business Administration 1994 — 2001
BS, Finance
Manor Junior College 1977 — 1979
Associate's degree, Business Administration and Management, General
Vince Spallone's Lincoln Investment Planning Experience November 2010 - Present
Job Managing Partner / Investment Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning, Inc September 2011 - Present
Lincoln Investment Planning November 2010 - Present
VALIC Financial Advisors Inc January 2010 - January 2011
Hearing Center USA November 2009 - May 2010
Hearing Center USA January 2008 - January 2010
Fidelity Investments March 2002 - December 2008
Fidelity Investments January 2002 - January 2008
Fidelity Investments 2002 - 2008
Fidelity Investments January 2002 - January 2006
Citigroup/Citistreet March 1993 - December 2002
Skills
Strategic Financial..., Retirement Planning, Sales Management, Business Planning, Portfolio Management, Product Development, Team Leadership, Retirement, Fixed Annuities, Series 7, Life Insurance, Investments, Insurance, 401k, Mutual Funds, Banking, Estate Planning, Employee Benefits, Wealth Management, Finance, Asset Management, Risk Management
Education
Elmira College 1973 — 1975
Business Administration
Corning Community College 1970 — 1972
Business Administration
Notre Dame High School 1966 — 1970
Elmira College
Lincoln Investment Planning, Inc September 2011 - Present
Lincoln Investment Planning November 2010 - Present
VALIC Financial Advisors Inc January 2010 - January 2011
Hearing Center USA November 2009 - May 2010
Hearing Center USA January 2008 - January 2010
Fidelity Investments March 2002 - December 2008
Fidelity Investments January 2002 - January 2008
Fidelity Investments 2002 - 2008
Fidelity Investments January 2002 - January 2006
Citigroup/Citistreet March 1993 - December 2002
Skills
Strategic Financial..., Retirement Planning, Sales Management, Business Planning, Portfolio Management, Product Development, Team Leadership, Retirement, Fixed Annuities, Series 7, Life Insurance, Investments, Insurance, 401k, Mutual Funds, Banking, Estate Planning, Employee Benefits, Wealth Management, Finance, Asset Management, Risk Management
Education
Elmira College 1973 — 1975
Business Administration
Corning Community College 1970 — 1972
Business Administration
Notre Dame High School 1966 — 1970
Elmira College
C. Nicholas Van Horn, MBA's Lincoln Investment Planning Experience August 2010 - April 2012
Job Field Training Manager at The O.N. Equity Sales Company
Industry Financial Services
Experience
The O.N. Equity Sales Company February 2015 - Present
The O.N. Equity Sales Company April 2013 - February 2015
The O.N. Equity Sales Company April 2012 - April 2013
Lincoln Investment Planning August 2010 - April 2012
Great American Advisors, Inc. September 2007 - August 2010
Fidelity Investments February 2006 - September 2007
Skills
FINRA, Investments, Series 7, Asset Management, Mutual Funds, Financial Markets, Trading, Customer Relations, Series 63, Securities, Equities, Options, Customer Service, Fixed Income, Stock, Series 66, Series 24, Series 53, Training, Public Speaking
Education
Xavier University - School of Business Administration 2010 — 2013
MBA, Business/Finance
Miami University 2001 — 2005
B.S., Exercise Science
The O.N. Equity Sales Company February 2015 - Present
The O.N. Equity Sales Company April 2013 - February 2015
The O.N. Equity Sales Company April 2012 - April 2013
Lincoln Investment Planning August 2010 - April 2012
Great American Advisors, Inc. September 2007 - August 2010
Fidelity Investments February 2006 - September 2007
Skills
FINRA, Investments, Series 7, Asset Management, Mutual Funds, Financial Markets, Trading, Customer Relations, Series 63, Securities, Equities, Options, Customer Service, Fixed Income, Stock, Series 66, Series 24, Series 53, Training, Public Speaking
Education
Xavier University - School of Business Administration 2010 — 2013
MBA, Business/Finance
Miami University 2001 — 2005
B.S., Exercise Science
Ken Saam Ken Saam's Lincoln Investment Planning Experience September 2011 - January 2013
Job Business Education Teacher at Batavia High School
Industry Education Management
Experience
Batavia High School June 2014 - Present
IHSA November 2011 - Present
District 211 June 1993 - Present
Belvidere High School August 2013 - June 2014
Willow Creek September 2011 - August 2013
Lincoln Investment Planning September 2011 - January 2013
Ridgewood High School August 1997 - June 2011
Addison Trail High School August 1996 - June 1997
Mooseheart High School August 1993 - June 1996
Skills
Personal Financial..., Curriculum Design, Classroom, Elementary Education, Educational Leadership, K-12, Teaching, Differentiated..., Higher Education, Classroom Management, Curriculum Development, Special Education, Instructional Technology, Staff Development, Educational Technology, Lesson Planning, Literacy, Public Speaking, Program Development
Education
DePaul University 2011 — 2012
Certified Financial Planning Certificate Program, Certified Financial Planning
Northern Illinois University 1997 — 1999
MS Ed Admin, Educational Administration
Illinois State University 1991 — 1993
BS, Business Education
Harper College 1989 — 1991
AA, General
Batavia High School June 2014 - Present
IHSA November 2011 - Present
District 211 June 1993 - Present
Belvidere High School August 2013 - June 2014
Willow Creek September 2011 - August 2013
Lincoln Investment Planning September 2011 - January 2013
Ridgewood High School August 1997 - June 2011
Addison Trail High School August 1996 - June 1997
Mooseheart High School August 1993 - June 1996
Skills
Personal Financial..., Curriculum Design, Classroom, Elementary Education, Educational Leadership, K-12, Teaching, Differentiated..., Higher Education, Classroom Management, Curriculum Development, Special Education, Instructional Technology, Staff Development, Educational Technology, Lesson Planning, Literacy, Public Speaking, Program Development
Education
DePaul University 2011 — 2012
Certified Financial Planning Certificate Program, Certified Financial Planning
Northern Illinois University 1997 — 1999
MS Ed Admin, Educational Administration
Illinois State University 1991 — 1993
BS, Business Education
Harper College 1989 — 1991
AA, General
Evgeniy Dudin's Lincoln Investment Planning Experience October 2000 - February 2001
Job Project Manager at DRA Taggart
Industry Construction
Experience
DRA Taggart, LLC July 2013 - Present
Taggart Global, LLC January 2007 - July 2013
Sovetskiy Sport 2007 - 2008
Entrenet Nutritionals, Inc. August 2002 - December 2006
Duquesne University March 1998 - December 2001
Lincoln Investment Planning October 2000 - February 2001
National Bank for Foreign Economic Activities of the Republic of Uzbekistan April 1997 - August 1997
Skills
Microsoft Office, MS Project, International Project..., Construction Management, International Logistics, Overseas Experience, Primavera P6, Russian, Technical Translation, Logistics, Project Management, Technical Writing, Project Control, Budgets, Bid Preparation, AutoCAD, Equipment Commissioning, Procurement, Analysis, Construction, QuickBooks, Contract Management, Engineering, Mining, Project Planning, Process Scheduler, Project Estimation, Feasibility Studies, Process Engineering, Microsoft Project
Education
Duquesne University 1998 — 2001
Bachelor of Science (BS), Finance, General
DRA Taggart, LLC July 2013 - Present
Taggart Global, LLC January 2007 - July 2013
Sovetskiy Sport 2007 - 2008
Entrenet Nutritionals, Inc. August 2002 - December 2006
Duquesne University March 1998 - December 2001
Lincoln Investment Planning October 2000 - February 2001
National Bank for Foreign Economic Activities of the Republic of Uzbekistan April 1997 - August 1997
Skills
Microsoft Office, MS Project, International Project..., Construction Management, International Logistics, Overseas Experience, Primavera P6, Russian, Technical Translation, Logistics, Project Management, Technical Writing, Project Control, Budgets, Bid Preparation, AutoCAD, Equipment Commissioning, Procurement, Analysis, Construction, QuickBooks, Contract Management, Engineering, Mining, Project Planning, Process Scheduler, Project Estimation, Feasibility Studies, Process Engineering, Microsoft Project
Education
Duquesne University 1998 — 2001
Bachelor of Science (BS), Finance, General
Damon Calandro's Lincoln Investment Planning Experience July 2003 - January 2008
Job Account Executive at Interstate Outdoor Advertising
Industry Marketing and Advertising
Experience
Interstate Outdoor Advertising December 2010 - Present
New York Life Insurance Company January 2008 - December 2010
Lincoln Investment Planning July 2003 - January 2008
Skills
Advertising, Account Management, Marketing Strategy, New Business Development, Online Advertising, Sales, Sales Management, Media Planning, Media Buying, Digital Media, Online Marketing, Cold Calling, Email Marketing, Advertising Sales, Integrated Marketing, Digital Marketing, Social Media Marketing, Marketing, B2B, Relationship Marketing, Outdoor Advertising
Education
Old Dominion University 2000 — 2004
Finance (Insurance and Financial Services)
Interstate Outdoor Advertising December 2010 - Present
New York Life Insurance Company January 2008 - December 2010
Lincoln Investment Planning July 2003 - January 2008
Skills
Advertising, Account Management, Marketing Strategy, New Business Development, Online Advertising, Sales, Sales Management, Media Planning, Media Buying, Digital Media, Online Marketing, Cold Calling, Email Marketing, Advertising Sales, Integrated Marketing, Digital Marketing, Social Media Marketing, Marketing, B2B, Relationship Marketing, Outdoor Advertising
Education
Old Dominion University 2000 — 2004
Finance (Insurance and Financial Services)
Brian Biehl, CFP Brian Biehl, CFP's Lincoln Investment Planning Experience January 2000 - January 2008
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC December 2014 - Present
Meeder Financial October 2010 - December 2014
Merrill Lynch November 2009 - July 2011
ICON Advisers February 2008 - February 2009
Lincoln Investment Planning January 2000 - January 2008
Skills
CFP, Series 7,6,63,24,65, life and health..., Sequoia Training: Core..., Dale Carnegie: Public..., Life & Health Insurance..., Certified Financial..., Mutual Funds, Series 7, Separately Managed..., Retirement Planning, Finance, 401k, Fixed Annuities, Asset Allocation, Series 65, Wealth Management, Variable Annuities, Pensions, Series 63, Series 6
Education
Rowan University 1979 — 1983
BA, Communications
Allstate Financial Services, LLC December 2014 - Present
Meeder Financial October 2010 - December 2014
Merrill Lynch November 2009 - July 2011
ICON Advisers February 2008 - February 2009
Lincoln Investment Planning January 2000 - January 2008
Skills
CFP, Series 7,6,63,24,65, life and health..., Sequoia Training: Core..., Dale Carnegie: Public..., Life & Health Insurance..., Certified Financial..., Mutual Funds, Series 7, Separately Managed..., Retirement Planning, Finance, 401k, Fixed Annuities, Asset Allocation, Series 65, Wealth Management, Variable Annuities, Pensions, Series 63, Series 6
Education
Rowan University 1979 — 1983
BA, Communications
Sean Growney Sean Growney's Lincoln Investment Planning Experience November 2010 - October 2011
Job Sales Manager at Movement Mortgage
Industry Banking
Experience
Movement Mortgage, LLC March 2015 - Present
Maverick Funding Corp March 2014 - March 2015
Intercounty Mortgage Network Corp. December 2011 - March 2014
America's First Funding Group October 2005 - December 2011
Lincoln Investment Planning November 2010 - October 2011
Infinity Mortgage Funding March 2003 - November 2005
Altria 2000 - 2003
Merrill Lynch 1998 - 2000
Skills
Mortgage Lending, Loans, FHA, Mortgage Banking, Certified Mortgage..., Residential Mortgages, USDA, Credit, Refinance, I have mad skills!, Finance, Investment Properties, First Time Home Buyers, Sales, Residential Homes, Short Sales
Education
Muhlenberg College 1987 — 1991
BS, Psychology
The Chubb Institute 1998 — 1999
Certificate Program, Computer Programming
Mercer County Community College 1992 — 1993
Certificate Program, Mortuary Science
Movement Mortgage, LLC March 2015 - Present
Maverick Funding Corp March 2014 - March 2015
Intercounty Mortgage Network Corp. December 2011 - March 2014
America's First Funding Group October 2005 - December 2011
Lincoln Investment Planning November 2010 - October 2011
Infinity Mortgage Funding March 2003 - November 2005
Altria 2000 - 2003
Merrill Lynch 1998 - 2000
Skills
Mortgage Lending, Loans, FHA, Mortgage Banking, Certified Mortgage..., Residential Mortgages, USDA, Credit, Refinance, I have mad skills!, Finance, Investment Properties, First Time Home Buyers, Sales, Residential Homes, Short Sales
Education
Muhlenberg College 1987 — 1991
BS, Psychology
The Chubb Institute 1998 — 1999
Certificate Program, Computer Programming
Mercer County Community College 1992 — 1993
Certificate Program, Mortuary Science
Ira Tweed Ira Tweed's Lincoln Investment Planning Experience July 2010 - Present
Job Financial Adviser
Industry Financial Services
Experience
Lincoln Investment Planning July 2010 - Present
Skills
Investments, Securities, Uniform Combined State...
Education
San Diego State University-California State University
Lincoln Investment Planning July 2010 - Present
Skills
Investments, Securities, Uniform Combined State...
Education
San Diego State University-California State University
Esther Veras Esther Veras's Lincoln Investment Planning Experience 1997 - 2003
Job Procurement Analyst at AlRazaq Computing Services
Industry Information Technology and Services
Experience
Al-Razaq Computing Services April 2014 - Present
SAIC 2009 - April 2014
Lincoln Investment Planning 1997 - 2003
Skills
Security Clearance, PowerPoint, SharePoint, Access, Defense, Software Documentation, Program Management, Government Procurement, Proposal Writing, Process Improvement, Information Assurance, Integration, Visio, DoD, Government Contracting, Deltek, Earned Value Management, Systems Engineering, Configuration Management, Government, Microsoft Office, Troubleshooting, Military, Requirements Analysis, FAR
Education
Florida Institute of Technology 2008 — 2010
PMBA Government Contracts and Acquisition
Oakwood College 2004 — 2006
Bachelors of Science, Computer Information Systems
Al-Razaq Computing Services April 2014 - Present
SAIC 2009 - April 2014
Lincoln Investment Planning 1997 - 2003
Skills
Security Clearance, PowerPoint, SharePoint, Access, Defense, Software Documentation, Program Management, Government Procurement, Proposal Writing, Process Improvement, Information Assurance, Integration, Visio, DoD, Government Contracting, Deltek, Earned Value Management, Systems Engineering, Configuration Management, Government, Microsoft Office, Troubleshooting, Military, Requirements Analysis, FAR
Education
Florida Institute of Technology 2008 — 2010
PMBA Government Contracts and Acquisition
Oakwood College 2004 — 2006
Bachelors of Science, Computer Information Systems
Donna Smith-Williams Donna Smith-Williams's Lincoln Investment Planning Experience February 2011 - Present
Job Experienced Professional
Industry Insurance
Experience
Lincoln Investment Planning February 2011 - Present
TD Bank December 2009 - February 2011
Church Pension Group & Affiliates November 2000 - August 2006
Homes for the Homeless October 1999 - November 2000
MHN July 1996 - August 1999
Dentsply/Cavitron Division March 1995 - July 1996
Empire Blue Cross Blue Shield April 1980 - November 1993
Education
Rutgers University – Camden 2008 — 2010
Bachelor of Science, Management
Camden County College 2007 — 2008
Associate in Science, Business Administration
Lincoln Investment Planning February 2011 - Present
TD Bank December 2009 - February 2011
Church Pension Group & Affiliates November 2000 - August 2006
Homes for the Homeless October 1999 - November 2000
MHN July 1996 - August 1999
Dentsply/Cavitron Division March 1995 - July 1996
Empire Blue Cross Blue Shield April 1980 - November 1993
Education
Rutgers University – Camden 2008 — 2010
Bachelor of Science, Management
Camden County College 2007 — 2008
Associate in Science, Business Administration
Karen Larkin Karen Larkin's Lincoln Investment Planning Experience April 2012 - October 2013
Job Experienced Sales/Administrative Assistant
Industry Financial Services
Experience
Lincoln Investment Planning April 2012 - October 2013
Univers Workplace Solutions August 2011 - April 2012
Prudential Financial August 2010 - April 2011
Monroe Township Public Schools September 2008 - December 2010
First Group May 2004 - August 2009
Monroe Township Public Schools September 2001 - June 2004
Charles Schwab & Co. Inc June 1987 - June 1999
Janney Montgomery Scott Inc June 1985 - June 1987
Skills
CRM, Management, Marketing, Sales, Finance, Selling, Customer Service, Program Management, Financial Services, Operations Management, Investments, Employee Benefits, Portfolio Management
Education
Rider University 1981 — 1985
Bachelor of Science in Commerce, Finance
Lincoln Investment Planning April 2012 - October 2013
Univers Workplace Solutions August 2011 - April 2012
Prudential Financial August 2010 - April 2011
Monroe Township Public Schools September 2008 - December 2010
First Group May 2004 - August 2009
Monroe Township Public Schools September 2001 - June 2004
Charles Schwab & Co. Inc June 1987 - June 1999
Janney Montgomery Scott Inc June 1985 - June 1987
Skills
CRM, Management, Marketing, Sales, Finance, Selling, Customer Service, Program Management, Financial Services, Operations Management, Investments, Employee Benefits, Portfolio Management
Education
Rider University 1981 — 1985
Bachelor of Science in Commerce, Finance
N. Mark Marr N. Mark Marr's Lincoln Investment Planning Experience October 2010 - Present
Job Chief Financial Officer
Industry Financial Services
Experience
Lincoln Investment Planning October 2010 - Present
Cetera Financial Group February 2010 - October 2010
ING Advisors Network June 2008 - January 2010
ING Advisors Network May 2002 - May 2008
Financial Network Investment Corporation October 1997 - April 2002
Aetna Financial Services, Inc 1996 - 1997
Aetna Inc. 1994 - 1996
Aetna Defined Benefit Services 1993 - 1994
AETNA, INC 1989 - 1993
Price Waterhouse 1986 - 1989
Skills
Series 7, Securities, FINRA, Mutual Funds, Investments, Series 24, Series 63, Strategic Financial..., Insurance, Retirement Planning, Fixed Annuities, Wealth Management, Risk Management, Financial Analysis, Financial Services, Portfolio Management, 401k, Asset Allocation, Due Diligence, Banking
Education
NORTHEASTERN UNIVERSITY 1985 — 1986
M.S, Accounting
Bowdoin College 1975 — 1979
B.A., History
Lincoln Investment Planning October 2010 - Present
Cetera Financial Group February 2010 - October 2010
ING Advisors Network June 2008 - January 2010
ING Advisors Network May 2002 - May 2008
Financial Network Investment Corporation October 1997 - April 2002
Aetna Financial Services, Inc 1996 - 1997
Aetna Inc. 1994 - 1996
Aetna Defined Benefit Services 1993 - 1994
AETNA, INC 1989 - 1993
Price Waterhouse 1986 - 1989
Skills
Series 7, Securities, FINRA, Mutual Funds, Investments, Series 24, Series 63, Strategic Financial..., Insurance, Retirement Planning, Fixed Annuities, Wealth Management, Risk Management, Financial Analysis, Financial Services, Portfolio Management, 401k, Asset Allocation, Due Diligence, Banking
Education
NORTHEASTERN UNIVERSITY 1985 — 1986
M.S, Accounting
Bowdoin College 1975 — 1979
B.A., History
Andrew L. Salbarrey Andrew L. Salbarrey's Lincoln Investment Planning Experience May 2007 - November 2010
Job Senior Sales Executive Latin America Sales at SNL Financial
Industry Financial Services
Experience
SNL Financial January 2015 - Present
SNL Financial November 2010 - Present
Lincoln Investment Planning May 2007 - November 2010
Skills
Salesforce.com, Sales, Business Intelligence, Insurance, New Business Development, Financial Analysis, Contract Negotiation, Finance, Analysis, Business Strategy, Microsoft Excel, Sales Management, CRM, Negotiation
Education
Molloy College 2008 — 2011
Master of Business Administration (M.B.A.)
Fordham University 2003 — 2007
Bachelor of Science (B.S.), Business Adminstraton & Finance
Xavier High School 1999 — 2003
SNL Financial January 2015 - Present
SNL Financial November 2010 - Present
Lincoln Investment Planning May 2007 - November 2010
Skills
Salesforce.com, Sales, Business Intelligence, Insurance, New Business Development, Financial Analysis, Contract Negotiation, Finance, Analysis, Business Strategy, Microsoft Excel, Sales Management, CRM, Negotiation
Education
Molloy College 2008 — 2011
Master of Business Administration (M.B.A.)
Fordham University 2003 — 2007
Bachelor of Science (B.S.), Business Adminstraton & Finance
Xavier High School 1999 — 2003
Will Nolan's Lincoln Investment Planning Experience 1987 - 1987
Job Senior Manager IT & Processing Services
Industry Insurance
Experience
Independence Blue Cross September 1999 - Present
DDS Harris 1995 - 1999
Gold Medal Sporting Goods 1993 - 1995
Lincoln Investment Planning 1987 - 1987
Skills
Vendor Management, Process Improvement, Operations Management, Management, Leadership, Business Process..., Six Sigma, Cross-functional Team..., Program Management, Business Analysis, Financial Analysis, Project Planning, Analysis, Insurance, Project Portfolio..., Quality Assurance, Integration, SDLC, Health Insurance, Strategic Leadership, Business Transformation, Procurement, Claims Management, Business Strategy, Business Process, Data Center, Mergers & Acquisitions, Software Development, Lean Sigma, Mergers, Infrastructure, Synergies, Outsourcing, PMO, Print Management, Infrastructure Planning
Education
Kutztown University of Pennsylvania 1990 — 1992
Bachelors, BSBA - Business Management
Penn State University 1987 — 1989
Associates, General Studies at Abington Campus
Abington High School 1985 — 1987
Business Administration and Management, General
Independence Blue Cross September 1999 - Present
DDS Harris 1995 - 1999
Gold Medal Sporting Goods 1993 - 1995
Lincoln Investment Planning 1987 - 1987
Skills
Vendor Management, Process Improvement, Operations Management, Management, Leadership, Business Process..., Six Sigma, Cross-functional Team..., Program Management, Business Analysis, Financial Analysis, Project Planning, Analysis, Insurance, Project Portfolio..., Quality Assurance, Integration, SDLC, Health Insurance, Strategic Leadership, Business Transformation, Procurement, Claims Management, Business Strategy, Business Process, Data Center, Mergers & Acquisitions, Software Development, Lean Sigma, Mergers, Infrastructure, Synergies, Outsourcing, PMO, Print Management, Infrastructure Planning
Education
Kutztown University of Pennsylvania 1990 — 1992
Bachelors, BSBA - Business Management
Penn State University 1987 — 1989
Associates, General Studies at Abington Campus
Abington High School 1985 — 1987
Business Administration and Management, General
Brent T. Dunn, CFP Brent T. Dunn, CFP's Lincoln Investment Planning Experience May 2002 - Present
Job Crosspoint Wealth Advisors, LLC
Industry Financial Services
Experience
Crosspoint Wealth Advisors, LLC May 2002 - Present
Planning Success With Significance, LLC January 2011 - Present
Lincoln Investment Planning May 2002 - Present
Capital Analysts of the Midwest, Inc. June 2002 - June 2015
Renaissance, Inc. 1990 - 2002
Indianapolis Financial Group 1988 - 1990
AFNB / Bank One 1980 - 1988
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Investment Management, Asset Managment, Financial Planners, Portfolio Management, Strategic Planning, Estate Planning, Insurance, Retirement
Education
College for Financial Planning 1982 — 1985
CFP, Financial Planning
Indiana University Bloomington 1976 — 1980
B.S., Finance
Crosspoint Wealth Advisors, LLC May 2002 - Present
Planning Success With Significance, LLC January 2011 - Present
Lincoln Investment Planning May 2002 - Present
Capital Analysts of the Midwest, Inc. June 2002 - June 2015
Renaissance, Inc. 1990 - 2002
Indianapolis Financial Group 1988 - 1990
AFNB / Bank One 1980 - 1988
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Investment Management, Asset Managment, Financial Planners, Portfolio Management, Strategic Planning, Estate Planning, Insurance, Retirement
Education
College for Financial Planning 1982 — 1985
CFP, Financial Planning
Indiana University Bloomington 1976 — 1980
B.S., Finance
James Stoddard James Stoddard's Lincoln Investment Planning Experience January 2011 - December 2011
Job Director of Sales and Marketing at Capital Wealth Planning LLC
Industry Investment Management
Experience
Capital Wealth Planning March 2015 - Present
Alta Resources August 2014 - February 2015
TZ Insurance Solutions Inc. August 2013 - June 2014
VALIC January 2012 - July 2013
Financial Planning Association (FPA) 2009 - 2012
Lincoln Investment Planning January 2011 - December 2011
LPL Financial August 2006 - January 2011
Constitution Wealth Management August 2006 - January 2011
Fiancial Planning Association SWFLA 2009 - 2011
IATSE Local 38 & 647 March 1997 - April 2007
Skills
investing, Financial Planning, Group Presentations, Series 66, Insurance, Portfolio Management, Customer Relations, Retirement, Annuities, Public Speaking, Series 7, Cold Calling, Risk Management, Strategic Financial..., Asset Allocation, Investments
Education
Florida Gulf Coast University 2006 — 2010
Finance, Financial Planning
Florida Gulf Coast University 2006 — 2010
Bachelor of Science Degree, Finance
Western Michigan University 1980 — 1982
Northville High School
Wayne State University
Wayne State University
Capital Wealth Planning March 2015 - Present
Alta Resources August 2014 - February 2015
TZ Insurance Solutions Inc. August 2013 - June 2014
VALIC January 2012 - July 2013
Financial Planning Association (FPA) 2009 - 2012
Lincoln Investment Planning January 2011 - December 2011
LPL Financial August 2006 - January 2011
Constitution Wealth Management August 2006 - January 2011
Fiancial Planning Association SWFLA 2009 - 2011
IATSE Local 38 & 647 March 1997 - April 2007
Skills
investing, Financial Planning, Group Presentations, Series 66, Insurance, Portfolio Management, Customer Relations, Retirement, Annuities, Public Speaking, Series 7, Cold Calling, Risk Management, Strategic Financial..., Asset Allocation, Investments
Education
Florida Gulf Coast University 2006 — 2010
Finance, Financial Planning
Florida Gulf Coast University 2006 — 2010
Bachelor of Science Degree, Finance
Western Michigan University 1980 — 1982
Northville High School
Wayne State University
Wayne State University
Angela Hibbert's Lincoln Investment Planning Experience December 2012 - August 2013
Job Operations specialist at Lincoln Investment Planning
Industry Financial Services
Experience
Congressman Mike Fitzpatrick September 2015 - Present
Lincoln Investment Planning December 2012 - August 2013
Lincoln Investment Planning February 2010 - December 2012
Barnes & Noble April 2010 - February 2012
Skills
Customer Service, Mutual Funds, Microsoft Office
Education
Arcadia University 2013 — 2015
Bachelor's degree, Political Science and Government
Penn State University 2011 — 2013
History
Congressman Mike Fitzpatrick September 2015 - Present
Lincoln Investment Planning December 2012 - August 2013
Lincoln Investment Planning February 2010 - December 2012
Barnes & Noble April 2010 - February 2012
Skills
Customer Service, Mutual Funds, Microsoft Office
Education
Arcadia University 2013 — 2015
Bachelor's degree, Political Science and Government
Penn State University 2011 — 2013
History
Jennifer Barthold Jennifer Barthold's Lincoln Investment Planning Experience July 2010 - Present
Job Branch Services Manager at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning July 2010 - Present
DVFS/Allianz Life January 2000 - October 2008
Allianz Life / DVFS, LLC 2000 - 2008
Skills
Process Improvement, Business Analysis, Customer Service, Leadership, Microsoft Office, Microsoft Excel, Vendor Management, Fixed Annuities, Insurance, Microsoft Word
Education
Bloomsburg University of Pennsylvania
Lincoln Investment Planning July 2010 - Present
DVFS/Allianz Life January 2000 - October 2008
Allianz Life / DVFS, LLC 2000 - 2008
Skills
Process Improvement, Business Analysis, Customer Service, Leadership, Microsoft Office, Microsoft Excel, Vendor Management, Fixed Annuities, Insurance, Microsoft Word
Education
Bloomsburg University of Pennsylvania
Eric Malehorn Eric Malehorn's Lincoln Investment Planning Experience October 2010 - November 2012
Job SEI Wealth Platform Transition Manager
Industry Financial Services
Experience
SEI May 2015 - Present
SEI November 2012 - November 2014
Lincoln Investment Planning October 2010 - November 2012
Lincoln Investment Planning June 2008 - October 2010
Skills
Series 6, Mutual Funds, Investments, Series 26, Risk Management, FINRA, Asset Management, Customer Service, Equities, Financial Analysis, Financial Services, Microsoft Excel, Securities, Wealth Management, Exceptional People...
Education
Gettysburg College
SEI May 2015 - Present
SEI November 2012 - November 2014
Lincoln Investment Planning October 2010 - November 2012
Lincoln Investment Planning June 2008 - October 2010
Skills
Series 6, Mutual Funds, Investments, Series 26, Risk Management, FINRA, Asset Management, Customer Service, Equities, Financial Analysis, Financial Services, Microsoft Excel, Securities, Wealth Management, Exceptional People...
Education
Gettysburg College
Kevin Brey Kevin Brey's Lincoln Investment Planning Experience November 2011 - June 2012
Job Seasonal Licensed Call Center Representative at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group June 2015 - Present
Impact Thrift Stores September 2012 - Present
Self-Employed May 2010 - Present
PeopleShare April 2015 - Present
Lincoln Investment Planning November 2011 - June 2012
Lincoln Investment Planning 2008 - June 2012
Lincoln Investment Planning June 1996 - October 2011
ACCESS, Inc. 1981 - 1987
Skills
Investments, Mutual Funds, Securities, Customer Service, Finance, Series 63, Trading, Cashiering, Financial Analysis, Equities, Financial Services, Teamwork, Wealth Management, Retirement Planning, Series 6, Team Building, Insurance, Series 7, Identifying Process..., Writing, Process Improvement, Working within a Team, Writing Financial..., Call Centers, Medicare Supplements, Health Insurance
Education
Westminster Theological Seminary 1981 — 1985
M.Div., Pastoral Theology
City University of New York City College 1975 — 1979
BA, Greek and Latin
Tottenville High School 1973 — 1975
Valedictorian
UnitedHealth Group June 2015 - Present
Impact Thrift Stores September 2012 - Present
Self-Employed May 2010 - Present
PeopleShare April 2015 - Present
Lincoln Investment Planning November 2011 - June 2012
Lincoln Investment Planning 2008 - June 2012
Lincoln Investment Planning June 1996 - October 2011
ACCESS, Inc. 1981 - 1987
Skills
Investments, Mutual Funds, Securities, Customer Service, Finance, Series 63, Trading, Cashiering, Financial Analysis, Equities, Financial Services, Teamwork, Wealth Management, Retirement Planning, Series 6, Team Building, Insurance, Series 7, Identifying Process..., Writing, Process Improvement, Working within a Team, Writing Financial..., Call Centers, Medicare Supplements, Health Insurance
Education
Westminster Theological Seminary 1981 — 1985
M.Div., Pastoral Theology
City University of New York City College 1975 — 1979
BA, Greek and Latin
Tottenville High School 1973 — 1975
Valedictorian
Duane Pellman's Lincoln Investment Planning Experience December 2006 - April 2009
Job Financial Advisor
Industry Financial Services
Experience
Principal Financial Group January 2015 - Present
Lincoln Investment Planning December 2006 - April 2009
Wellco Equipment LLC January 2000 - March 2004
PNC Bank January 1995 - May 1996
Skills
Finance, Management, Mergers & Acquisitions, Sales, New Business Development, Financial Services, Financial Advisory, Sales Management, Financial Analysis, Leadership, Due Diligence, Banking, Customer Retention, Strategic Planning, Equities, Customer Service, Financial Modeling, Executive Management, Marketing, Business Planning, Investments, Entrepreneurship, Disability Insurance, Managerial Finance, Real Estate, Term Life Insurance, Venture Capital, Business Networking, Sales Presentations, Strategic Consulting, Mergers, Valuation
Education
Robert Morris College 1990 — 1994
Finance
The Ohio State University 1987 — 1988
Finance and Financial Management Services
Principal Financial Group January 2015 - Present
Lincoln Investment Planning December 2006 - April 2009
Wellco Equipment LLC January 2000 - March 2004
PNC Bank January 1995 - May 1996
Skills
Finance, Management, Mergers & Acquisitions, Sales, New Business Development, Financial Services, Financial Advisory, Sales Management, Financial Analysis, Leadership, Due Diligence, Banking, Customer Retention, Strategic Planning, Equities, Customer Service, Financial Modeling, Executive Management, Marketing, Business Planning, Investments, Entrepreneurship, Disability Insurance, Managerial Finance, Real Estate, Term Life Insurance, Venture Capital, Business Networking, Sales Presentations, Strategic Consulting, Mergers, Valuation
Education
Robert Morris College 1990 — 1994
Finance
The Ohio State University 1987 — 1988
Finance and Financial Management Services
Nicole Briggs Nicole Briggs's Lincoln Investment Planning Experience December 1999 - February 2002
Job Assistant to James A. Adlam, Jr., ChFC (Windsor Financial Group/MassMutual Financial Group)
Industry Financial Services
Experience
Windsor Financial Group March 2015 - Present
Lincoln Investment Planning, Inc. May 2013 - September 2014
Centaurus Financial Inc. August 2012 - May 2013
Harvest Group Financial Services, Corp. September 2010 - May 2013
J. Alden Associates, Inc. December 2010 - December 2010
Bucks County Community College September 2010 - December 2010
Meyer-Chatfield September 2007 - February 2010
Aon Affinity Insurance Services November 2005 - July 2006
Lincoln Investment Planning December 1999 - February 2002
Lincoln Investment Planning August 1989 - May 1998
Skills
Financial Services, Mutual Funds, Series 63, Investments, Strategic Financial..., Series 6, Wealth Management, Investment Advisory, Strategic Planning, Project Management, Alternative Investments, Qualified Retirement..., Retirement Planning, Indexed Annuities, Professional Liability, 403 b, IRAs, Roth IRA, Traditional IRA, Notary Public, Equity Indexed Annuities, Bank Owned Life..., Death Claims
Education
Bucks County Community College 2010 — 2010
General Courses, Liberal Arts and Sciences, General Studies and Humanities, A
Cardinal Dougherty High School
Academic
Manor College
Business
Windsor Financial Group March 2015 - Present
Lincoln Investment Planning, Inc. May 2013 - September 2014
Centaurus Financial Inc. August 2012 - May 2013
Harvest Group Financial Services, Corp. September 2010 - May 2013
J. Alden Associates, Inc. December 2010 - December 2010
Bucks County Community College September 2010 - December 2010
Meyer-Chatfield September 2007 - February 2010
Aon Affinity Insurance Services November 2005 - July 2006
Lincoln Investment Planning December 1999 - February 2002
Lincoln Investment Planning August 1989 - May 1998
Skills
Financial Services, Mutual Funds, Series 63, Investments, Strategic Financial..., Series 6, Wealth Management, Investment Advisory, Strategic Planning, Project Management, Alternative Investments, Qualified Retirement..., Retirement Planning, Indexed Annuities, Professional Liability, 403 b, IRAs, Roth IRA, Traditional IRA, Notary Public, Equity Indexed Annuities, Bank Owned Life..., Death Claims
Education
Bucks County Community College 2010 — 2010
General Courses, Liberal Arts and Sciences, General Studies and Humanities, A
Cardinal Dougherty High School
Academic
Manor College
Business
Bob Cogan Bob Cogan's Lincoln Investment Planning Experience 2012 - Present
Job Assisting talented financial advisors grow their profits and retire sucessfully
Industry Management Consulting
Experience
StrategyB4Tactics July 2013 - Present
Lincoln Investment Planning 2012 - Present
Profit Planning Consulting May 2010 - Present
Capital Analysts Inc February 1989 - April 2011
Capital Analysts Inc January 1987 - January 1989
Skills
Mangament Consulting, Profit Improvement, Small Business..., Business Development, Strategic Planning, Management Consulting, Negotiation, Public Speaking, Executive Management, Start-ups, Marketing, Training, Coaching, Team Building, Project Management, Small Business, Business Strategy, Marketing Strategy, Profit Maximization, New Business Development, Change Management, Executive Coaching, Leadership Development, Mergers, Management, Business Planning, Organizational..., Leadership, Program Management, Consulting, Strategy, Risk Management, Entrepreneurship, Nonprofits, Budgets, Process Improvement, Sales Management, Cross-functional Team...
Education
Michigan State University 1969 — 1971
MA, Education
Oakland University 1965 — 1969
BA, Psychology
Lane Tech
StrategyB4Tactics July 2013 - Present
Lincoln Investment Planning 2012 - Present
Profit Planning Consulting May 2010 - Present
Capital Analysts Inc February 1989 - April 2011
Capital Analysts Inc January 1987 - January 1989
Skills
Mangament Consulting, Profit Improvement, Small Business..., Business Development, Strategic Planning, Management Consulting, Negotiation, Public Speaking, Executive Management, Start-ups, Marketing, Training, Coaching, Team Building, Project Management, Small Business, Business Strategy, Marketing Strategy, Profit Maximization, New Business Development, Change Management, Executive Coaching, Leadership Development, Mergers, Management, Business Planning, Organizational..., Leadership, Program Management, Consulting, Strategy, Risk Management, Entrepreneurship, Nonprofits, Budgets, Process Improvement, Sales Management, Cross-functional Team...
Education
Michigan State University 1969 — 1971
MA, Education
Oakland University 1965 — 1969
BA, Psychology
Lane Tech
Brandon Hsia Brandon Hsia's Lincoln Investment Planning Experience December 2012 - Present
Job Sales & Service Assistant at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning December 2012 - Present
Skills
Financial Analysis, Financial Services, Financial Planning, Data Analysis, Financial Risk, Financial Modeling, Financial Reporting, Market Risk, Data Mining, Market Research, Databases, Risk Assessment, Risk Management, Communication, Microsoft Office, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelor of Science (BS), International Business
Montgomery College 2005 — 2009
Col. Zadok A. Magruder High School
Lincoln Investment Planning December 2012 - Present
Skills
Financial Analysis, Financial Services, Financial Planning, Data Analysis, Financial Risk, Financial Modeling, Financial Reporting, Market Risk, Data Mining, Market Research, Databases, Risk Assessment, Risk Management, Communication, Microsoft Office, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelor of Science (BS), International Business
Montgomery College 2005 — 2009
Col. Zadok A. Magruder High School
Elisa Gilbert Elisa Gilbert's Lincoln Investment Planning Experience June 2006 - June 2013
Job Sr. Customer Service Representative at Great American Insurance
Industry Insurance
Experience
Great American Insurance May 2014 - Present
Victoria's Secret November 2011 - May 2013
Total Quality Logistics June 2013 - May 2014
Lincoln Investment Planning June 2006 - June 2013
Florence Freedom May 2011 - September 2011
Skills
AS400 system, FINRA, NIPR, First Aid, Cpr Certified, NAIC, Customer Service, Sports, Event Planning, Microsoft Office, Live Office, Microsoft Word, Event Management, Friendly Personality, Teamwork, Microsoft Excel, People Skills, Responsiveness, Time Management, Fundraising, Leadership
Education
Penn State University 2006 — 2011
Bachelor of Science, Recreation, Park, and Tourism Management
Archbishop Ryan High School 2002 — 2006
Great American Insurance May 2014 - Present
Victoria's Secret November 2011 - May 2013
Total Quality Logistics June 2013 - May 2014
Lincoln Investment Planning June 2006 - June 2013
Florence Freedom May 2011 - September 2011
Skills
AS400 system, FINRA, NIPR, First Aid, Cpr Certified, NAIC, Customer Service, Sports, Event Planning, Microsoft Office, Live Office, Microsoft Word, Event Management, Friendly Personality, Teamwork, Microsoft Excel, People Skills, Responsiveness, Time Management, Fundraising, Leadership
Education
Penn State University 2006 — 2011
Bachelor of Science, Recreation, Park, and Tourism Management
Archbishop Ryan High School 2002 — 2006
Eric Kiely's Lincoln Investment Planning Experience June 2012 - February 2013
Job Compliance Analyst at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities February 2013 - Present
Lincoln Investment Planning June 2012 - February 2013
Capital Analysts Incorporated May 2009 - June 2012
Citigroup May 2005 - May 2009
Education
Northern Kentucky University 1999 — 2005
Finance
Northern Kentucky University 1999 — 2005
Marketing
Fifth Third Securities February 2013 - Present
Lincoln Investment Planning June 2012 - February 2013
Capital Analysts Incorporated May 2009 - June 2012
Citigroup May 2005 - May 2009
Education
Northern Kentucky University 1999 — 2005
Finance
Northern Kentucky University 1999 — 2005
Marketing
Ryan Carlin,CRPC® Ryan Carlin,CRPC®'s Lincoln Investment Planning Experience March 2014 - Present
Job Investor Services Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning March 2014 - Present
Lincoln Investment Planning June 2013 - Present
SEI March 2007 - December 2010
Skills
Personal Financial..., Strategic Financial..., Financial Analysis, Tax Reduction, College Funding..., Financial Transactions, Online Research, Web Conferences, Practice Management, Social Media, Commercial Real Estate, Cash Flow, Podcasting, Investments, Financial Advisory, Finance, Series 7, Mutual Funds
Education
Penn State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Lincoln Investment Planning March 2014 - Present
Lincoln Investment Planning June 2013 - Present
SEI March 2007 - December 2010
Skills
Personal Financial..., Strategic Financial..., Financial Analysis, Tax Reduction, College Funding..., Financial Transactions, Online Research, Web Conferences, Practice Management, Social Media, Commercial Real Estate, Cash Flow, Podcasting, Investments, Financial Advisory, Finance, Series 7, Mutual Funds
Education
Penn State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Agne Titkaite's Lincoln Investment Planning Experience January 2015 - Present
Job Account Resolution and Quality Control at Lincoln Investment Planning
Industry
Experience
Lincoln Investment Planning January 2015 - Present
Burlington Stores, Inc. August 2012 - November 2014
Forever 21 November 2003 - March 2012
Merrill Lynch November 2007 - January 2008
Arcadia University September 2006 - April 2007
Skills
Apparel, Merchandising, Retail, Fashion, Styling, Store Operations, Loss Prevention, Retail Sales, New Store Openings, Driving Results, Store Management, Visual Merchandising, Trend Analysis, Merchandise Planning, Trend, Window Displays
Education
Arcadia University 2004 — 2008
Bachelor of Arts (BA), International Business and Culture
Lincoln Investment Planning January 2015 - Present
Burlington Stores, Inc. August 2012 - November 2014
Forever 21 November 2003 - March 2012
Merrill Lynch November 2007 - January 2008
Arcadia University September 2006 - April 2007
Skills
Apparel, Merchandising, Retail, Fashion, Styling, Store Operations, Loss Prevention, Retail Sales, New Store Openings, Driving Results, Store Management, Visual Merchandising, Trend Analysis, Merchandise Planning, Trend, Window Displays
Education
Arcadia University 2004 — 2008
Bachelor of Arts (BA), International Business and Culture
Suzanne Zera Curry's Lincoln Investment Planning Experience 1988 - 1989
Job Member Development & Training
Industry Nonprofit Organization Management
Experience
CHWMEG, Inc./EMS LLC. January 2012 - Present
RTA Group, Inc. May 1991 - September 1997
AT&T March 1989 - December 1991
Lincoln Investment Planning 1988 - 1989
University of Dayton 1985 - 1988
Westinghouse Electric Company 1985 - 1987
Skills
Event Planning, Fundraising, Social Media, Community Outreach, Customer Service, Public Relations, Microsoft Office, Program Development, Research, PowerPoint, Microsoft Excel, Microsoft Word, Grant Writing, Marketing, Marketing Communications, Editing, Social Media Marketing, Marketing Strategy, Business Strategy, Strategy, Organizational..., Community Development, Leadership, Leadership Development, Team Building, Project Management, Account Management, Strategic Communications, Program Management, Process Improvement, Budgets, Strategic Planning, Public Speaking, Event Management, New Business Development, Management, Training, Nonprofits, Business Planning, Business Development
Education
University of Dayton 1984 — 1988
Bachelor of Science (BS), Finance, General
Duquesne University 1991 — 1991
Master of Business Administration (MBA), Finance, General
CHWMEG, Inc./EMS LLC. January 2012 - Present
RTA Group, Inc. May 1991 - September 1997
AT&T March 1989 - December 1991
Lincoln Investment Planning 1988 - 1989
University of Dayton 1985 - 1988
Westinghouse Electric Company 1985 - 1987
Skills
Event Planning, Fundraising, Social Media, Community Outreach, Customer Service, Public Relations, Microsoft Office, Program Development, Research, PowerPoint, Microsoft Excel, Microsoft Word, Grant Writing, Marketing, Marketing Communications, Editing, Social Media Marketing, Marketing Strategy, Business Strategy, Strategy, Organizational..., Community Development, Leadership, Leadership Development, Team Building, Project Management, Account Management, Strategic Communications, Program Management, Process Improvement, Budgets, Strategic Planning, Public Speaking, Event Management, New Business Development, Management, Training, Nonprofits, Business Planning, Business Development
Education
University of Dayton 1984 — 1988
Bachelor of Science (BS), Finance, General
Duquesne University 1991 — 1991
Master of Business Administration (MBA), Finance, General
Duane Michelle Sims Duane Michelle Sims's Lincoln Investment Planning Experience July 2001 - August 2003
Job Administrative Assistant/ Oprations Coordinator Lower School at Germantown Friends School
Industry Human Resources
Experience
SKY Communication Partners September 2014 - March 2015
Rocket Learning - Philadelphia 2011 - 2013
Sims Group LLC March 2007 - August 2010
Rocket Learning July 2009 - October 2009
Maritime Academy Charter School July 2008 - December 2008
Platform Learning August 2006 - February 2007
Platform Learning August 2004 - August 2006
Platform Learning September 2003 - August 2004
Lincoln Investment Planning July 2001 - August 2003
Gap Inc. 1999 - 2001
Skills
PowerPoint, Management, Windows, Microsoft Excel, Recruiting, Program Management, Sales, Project Planning, Training, Budgets, Coaching, Non-profits, Operations Management, Microsoft Office, Human Resources
Education
Drexel University
Liberal Arts
Springside School
West Chester University of Pennsylvania
Political Science
SKY Communication Partners September 2014 - March 2015
Rocket Learning - Philadelphia 2011 - 2013
Sims Group LLC March 2007 - August 2010
Rocket Learning July 2009 - October 2009
Maritime Academy Charter School July 2008 - December 2008
Platform Learning August 2006 - February 2007
Platform Learning August 2004 - August 2006
Platform Learning September 2003 - August 2004
Lincoln Investment Planning July 2001 - August 2003
Gap Inc. 1999 - 2001
Skills
PowerPoint, Management, Windows, Microsoft Excel, Recruiting, Program Management, Sales, Project Planning, Training, Budgets, Coaching, Non-profits, Operations Management, Microsoft Office, Human Resources
Education
Drexel University
Liberal Arts
Springside School
West Chester University of Pennsylvania
Political Science
Laura Leuter's Lincoln Investment Planning Experience February 2010 - Present
Job Director, Branch Services at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning February 2010 - Present
Merrill Lynch April 2002 - February 2010
Education
Cittone Institute 2000 — 2001
Ithaca College
Lincoln Investment Planning February 2010 - Present
Merrill Lynch April 2002 - February 2010
Education
Cittone Institute 2000 — 2001
Ithaca College
Elison J. Perez Elison J. Perez's Lincoln Investment Planning Experience February 2014 - Present
Job Document Management Coordinator at Lincoln Investment Planning
Industry Hospital & Health Care
Experience
Lincoln Investment Planning February 2014 - Present
University of Pennsylvania August 2008 - September 2013
St. Christopher's Hospital for Children June 1989 - March 2008
US Army Reserves March 1991 - March 1995
US Navy- Active duty March 1985 - March 1991
Skills
1. Expert with..., 2. Well skilled with..., 4. Highly skilled..., Medical Terminology, Healthcare, HIPAA, Troubleshooting, Medical Records, Hospitals, Time Management, Payroll, Team Building, Policy, EHR, Filing, Supervisory Skills, Electronic Health...
Education
Manor College 2008 — 2008
Certificate, Outpatient Billing and Coding
Community College of Philadelphia 1997 — 1998
None, Basic courses
US Navy EMT Tech School, Philadelphia Naval Base 1987 — 1987
Diploma, Emergency Medical Technology/Technician (EMT Paramedic)
US Navay Hospital Corpsman School, Great Lakes, IL 1986 — 1986
Diploma, Medic
Jules E. Mastbaum Voc Tech School 1983 — 1985
Diploma, Electrician, 12
Lincoln Investment Planning February 2014 - Present
University of Pennsylvania August 2008 - September 2013
St. Christopher's Hospital for Children June 1989 - March 2008
US Army Reserves March 1991 - March 1995
US Navy- Active duty March 1985 - March 1991
Skills
1. Expert with..., 2. Well skilled with..., 4. Highly skilled..., Medical Terminology, Healthcare, HIPAA, Troubleshooting, Medical Records, Hospitals, Time Management, Payroll, Team Building, Policy, EHR, Filing, Supervisory Skills, Electronic Health...
Education
Manor College 2008 — 2008
Certificate, Outpatient Billing and Coding
Community College of Philadelphia 1997 — 1998
None, Basic courses
US Navy EMT Tech School, Philadelphia Naval Base 1987 — 1987
Diploma, Emergency Medical Technology/Technician (EMT Paramedic)
US Navay Hospital Corpsman School, Great Lakes, IL 1986 — 1986
Diploma, Medic
Jules E. Mastbaum Voc Tech School 1983 — 1985
Diploma, Electrician, 12
Michael Toscano's Lincoln Investment Planning Experience 2003 - 2006
Job Operations Manager at William R Mints Insurance Agency
Industry Financial Services
Experience
William R Mints Insurance Agency June 2014 - Present
PNC September 2009 - December 2014
PNC Bank November 2006 - September 2009
Lincoln Investment Planning, 2003 - 2006
Sunbelt Rentals 2002 - 2003
Skills
Loans, Banking, Credit, Retail Banking, Consumer Lending, Mortgage Lending, Commercial Banking, Small Business Lending, Credit Analysis, Commercial Lending, Portfolio Management, Risk Management, Cross Selling, Communication, Leadership, Management, Mentorship, Customer Service, Wealth Management, Retirement Planning, Sales, Staff Development, Financial Services, Mutual Funds
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1999
William R Mints Insurance Agency June 2014 - Present
PNC September 2009 - December 2014
PNC Bank November 2006 - September 2009
Lincoln Investment Planning, 2003 - 2006
Sunbelt Rentals 2002 - 2003
Skills
Loans, Banking, Credit, Retail Banking, Consumer Lending, Mortgage Lending, Commercial Banking, Small Business Lending, Credit Analysis, Commercial Lending, Portfolio Management, Risk Management, Cross Selling, Communication, Leadership, Management, Mentorship, Customer Service, Wealth Management, Retirement Planning, Sales, Staff Development, Financial Services, Mutual Funds
Education
Elon University - Martha and Spencer Love School of Business 1995 — 1999
Brooke Meyer's Lincoln Investment Planning Experience January 2011 - Present
Job at Lincoln Investment
Industry Design
Experience
Lincoln Investment Planning January 2011 - Present
Freelance Designer / Self Employed October 2010 - Present
Trader Joe's October 2008 - Present
Graphic D-Signs, Inc. September 2010 - November 2010
Honeywell Scanning & Mobility June 2010 - September 2010
Miller Designworks September 2008 - January 2009
Crayola September 2007 - December 2007
Skills
Illustrator, Logo Design, Graphic Design, Illustration, Web Design, Brochures, Photoshop, Email Marketing, Advertising, Flyers, Adobe Creative Suite, Marketing, Typography, InDesign, Posters, Graphics, Photography, Packaging
Education
Kutztown University of Pennsylvania 2004 — 2008
BFA, Communication Design
Kutztown University of Pennsylvania
Bachelor of Fine Arts (B.F.A.), Graphic Design
Lincoln Investment Planning January 2011 - Present
Freelance Designer / Self Employed October 2010 - Present
Trader Joe's October 2008 - Present
Graphic D-Signs, Inc. September 2010 - November 2010
Honeywell Scanning & Mobility June 2010 - September 2010
Miller Designworks September 2008 - January 2009
Crayola September 2007 - December 2007
Skills
Illustrator, Logo Design, Graphic Design, Illustration, Web Design, Brochures, Photoshop, Email Marketing, Advertising, Flyers, Adobe Creative Suite, Marketing, Typography, InDesign, Posters, Graphics, Photography, Packaging
Education
Kutztown University of Pennsylvania 2004 — 2008
BFA, Communication Design
Kutztown University of Pennsylvania
Bachelor of Fine Arts (B.F.A.), Graphic Design
Anton Kaminsky Anton Kaminsky's Lincoln Investment Planning Experience May 2004 - September 2005
Job Law Clerk at Bochetto & Lentz, P.C.
Industry Law Practice
Experience
Bochetto & Lentz, P.C. February 2014 - Present
Forever Young Home Care Agency January 2012 - Present
PPB Advisors LLC September 2011 - January 2012
New Legacy Capital, LLC June 2010 - September 2011
Market Resource Partners November 2009 - March 2010
Hold Brothers Trading October 2008 - July 2009
Trillium Trading August 2007 - September 2008
Meridian Capital Group May 2006 - August 2006
Lincoln Investment Planning May 2004 - September 2005
Citizens Bank May 2004 - August 2005
Skills
Financial Modeling, Investments, Portfolio Management, Valuation, Finance, Due Diligence, Hedge Funds, Fluent in Russian, Small Business Disputes, Operating Agreements, Corporate Finance, Alternative Investments, Sales, SEO, Analysis, Economics, Microsoft Excel, Fund Of Funds, Private Equity, Social Media
Education
Temple University - James E. Beasley School of Law 2012 — 2016
Doctor of Law (JD), Business, Finance and Contract Law
Swiss Finance Academy 2007 — 2007
Investment Banking
Penn State University 2003 — 2007
Bachelor of Science in Finance, Finance, General
Solomon Schecter
Solomon Schecter
Bochetto & Lentz, P.C. February 2014 - Present
Forever Young Home Care Agency January 2012 - Present
PPB Advisors LLC September 2011 - January 2012
New Legacy Capital, LLC June 2010 - September 2011
Market Resource Partners November 2009 - March 2010
Hold Brothers Trading October 2008 - July 2009
Trillium Trading August 2007 - September 2008
Meridian Capital Group May 2006 - August 2006
Lincoln Investment Planning May 2004 - September 2005
Citizens Bank May 2004 - August 2005
Skills
Financial Modeling, Investments, Portfolio Management, Valuation, Finance, Due Diligence, Hedge Funds, Fluent in Russian, Small Business Disputes, Operating Agreements, Corporate Finance, Alternative Investments, Sales, SEO, Analysis, Economics, Microsoft Excel, Fund Of Funds, Private Equity, Social Media
Education
Temple University - James E. Beasley School of Law 2012 — 2016
Doctor of Law (JD), Business, Finance and Contract Law
Swiss Finance Academy 2007 — 2007
Investment Banking
Penn State University 2003 — 2007
Bachelor of Science in Finance, Finance, General
Solomon Schecter
Solomon Schecter
Brian Letrinko Brian Letrinko's Lincoln Investment Planning Experience May 2010 - August 2010
Job Internal Wholesaler at AXA Equitable
Industry Financial Services
Experience
AXA Equitable June 2012 - Present
JP Morgan Chase & Co July 2011 - June 2012
Lincoln Investment Planning May 2010 - August 2010
Education
Monmouth University 2007 — 2011
Bachelor of Science, Business Administration-Finance; Information Technology, Advanced Information Technology
AXA Equitable June 2012 - Present
JP Morgan Chase & Co July 2011 - June 2012
Lincoln Investment Planning May 2010 - August 2010
Education
Monmouth University 2007 — 2011
Bachelor of Science, Business Administration-Finance; Information Technology, Advanced Information Technology
Nancy Heffner, CRCP Nancy Heffner, CRCP's Lincoln Investment Planning Experience July 1985 - Present
Job Director of Compliance
Industry Financial Services
Experience
Lincoln Investment Planning July 1985 - Present
Skills
Mutual Funds, Series 7, Investments, Securities, Asset Management, Retirement Planning, Financial Services, FINRA, Insurance, Series 63
Education
FINRA Institute at Wharton 2004 — 2004
Wharton Certificate Program, Certified Regulatory and Compliance Professional
Eastern University 1993 — 1994
Bachelor of Arts, Organizational Management
Lincoln Investment Planning July 1985 - Present
Skills
Mutual Funds, Series 7, Investments, Securities, Asset Management, Retirement Planning, Financial Services, FINRA, Insurance, Series 63
Education
FINRA Institute at Wharton 2004 — 2004
Wharton Certificate Program, Certified Regulatory and Compliance Professional
Eastern University 1993 — 1994
Bachelor of Arts, Organizational Management
Louis Manon Louis Manon's Lincoln Investment Planning Experience October 2006 - March 2014
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
Arielle Wernick Arielle Wernick's Lincoln Investment Planning Experience May 2008 - November 2009
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard February 2014 - Present
NYLIFE Securities November 2012 - February 2014
New York Life Insurance Company November 2012 - February 2014
Arielle & Associates, Inc. December 2009 - December 2012
Lincoln Investment Planning May 2008 - November 2009
Camp Galil June 2009 - August 2009
Skills
Microsoft Office, Customer Service, Problem Solving, Team Building, Research, Social Networking, Public Speaking, Event Planning, QuickBooks, Microsoft Excel, Leadership, Small Business, Retirement, Insurance, 401k Rollovers, Annuity Sales, Key Person Protection, Time Management, Fixed Annuities, Financial Services, Analysis, Marketing, Accounting, Retirement Planning, Life Insurance
Education
Ithaca College 2006 — 2009
BS, Business Administration, Marketing, Jewish Studies
Cheltenham High School 2001 — 2005
Vanguard February 2014 - Present
NYLIFE Securities November 2012 - February 2014
New York Life Insurance Company November 2012 - February 2014
Arielle & Associates, Inc. December 2009 - December 2012
Lincoln Investment Planning May 2008 - November 2009
Camp Galil June 2009 - August 2009
Skills
Microsoft Office, Customer Service, Problem Solving, Team Building, Research, Social Networking, Public Speaking, Event Planning, QuickBooks, Microsoft Excel, Leadership, Small Business, Retirement, Insurance, 401k Rollovers, Annuity Sales, Key Person Protection, Time Management, Fixed Annuities, Financial Services, Analysis, Marketing, Accounting, Retirement Planning, Life Insurance
Education
Ithaca College 2006 — 2009
BS, Business Administration, Marketing, Jewish Studies
Cheltenham High School 2001 — 2005
Cyndi Leventhal Cyndi Leventhal's Lincoln Investment Planning Experience February 2014 - Present
Job Financial Representative at Lincoln Investment Planning
Industry Retail
Experience
Lincoln Investment Planning February 2014 - Present
Miro Management LLC January 1990 - Present
Skills
Insurance, Retirement, Wealth Management, CRM, Fixed Annuities, Retirement Planning, Estate Planning, Portfolio Management, Asset Allocation, Account Management, Direct Sales, Residential Mortgages, Strategic Financial..., 401k, Managed Services, Solution Selling, Sales Management, Professional Services, Series 7, Business Development, New Business Development, Mutual Funds, Investment Strategies, Investment Advisory, Investments, Financial Planners
Education
Hofstra University 1981 — 1985
Bachelor's degree, Business Administration / Marketing
The American College
Lincoln Investment Planning February 2014 - Present
Miro Management LLC January 1990 - Present
Skills
Insurance, Retirement, Wealth Management, CRM, Fixed Annuities, Retirement Planning, Estate Planning, Portfolio Management, Asset Allocation, Account Management, Direct Sales, Residential Mortgages, Strategic Financial..., 401k, Managed Services, Solution Selling, Sales Management, Professional Services, Series 7, Business Development, New Business Development, Mutual Funds, Investment Strategies, Investment Advisory, Investments, Financial Planners
Education
Hofstra University 1981 — 1985
Bachelor's degree, Business Administration / Marketing
The American College
Jonathan Wilt Jonathan Wilt's Lincoln Investment Planning Experience June 1985 - Present
Job Senior Account Executive, Certified Financial Planner, at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 1985 - Present
Skills
Series 7, 401k, Retirement Planning, Fixed Annuities, Investments, Wealth Management, Asset Allocation, Mutual Funds, Long-term Care, Variable Annuities
Education
Rutgers University-New Brunswick 1973 — 1977
BA, Business
Lincoln Investment Planning June 1985 - Present
Skills
Series 7, 401k, Retirement Planning, Fixed Annuities, Investments, Wealth Management, Asset Allocation, Mutual Funds, Long-term Care, Variable Annuities
Education
Rutgers University-New Brunswick 1973 — 1977
BA, Business
Patrick Slattery's Lincoln Investment Planning Experience 2000 - 2003
Job Partnering with Companies to Solve Business Challenges through Technology
Industry Telecommunications
Experience
Black Box Network Services September 2013 - Present
Presidio September 2012 - December 2012
Verizon Business December 2003 - August 2012
Lincoln Investment Planning 2000 - 2003
Skills
Customer Satisfaction, Solution Selling, VoIP, Unified Communications, Wireless Communications..., Network Infrastructure, Telecommunications, Managed Services, New Business Development, Cloud Computing, Cisco Technologies, WAN, Security, Account Management, Professional Services, Enterprise Software, Data Center, Channel Partners, MPLS, Video Conferencing, Strategic Partnerships, Strategic Planning, RFP
Education
Providence College 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
LaSalle College High School 1995 — 1999
Black Box Network Services September 2013 - Present
Presidio September 2012 - December 2012
Verizon Business December 2003 - August 2012
Lincoln Investment Planning 2000 - 2003
Skills
Customer Satisfaction, Solution Selling, VoIP, Unified Communications, Wireless Communications..., Network Infrastructure, Telecommunications, Managed Services, New Business Development, Cloud Computing, Cisco Technologies, WAN, Security, Account Management, Professional Services, Enterprise Software, Data Center, Channel Partners, MPLS, Video Conferencing, Strategic Partnerships, Strategic Planning, RFP
Education
Providence College 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
LaSalle College High School 1995 — 1999
Jennifer Keashon M.B.A.'s Lincoln Investment Planning Experience 2006 - December 2011
Job Manager Payroll / Benefits and Compensation at Ransome CAT
Industry Financial Services
Experience
Ransome CAT / Ransome International April 2013 - Present
Ambler Main Street 2004 - Present
Presby's Inspired Life December 2011 - April 2013
Lincoln Investment Planning 2006 - December 2011
Keating Building Corporation April 2005 - July 2006
Ardent Health System February 1995 - April 2005
Skills
Employee Benefits, Human Resources, Benefits Administration, HRIS, Deferred Compensation, 401k, Employee Relations, Payroll, ADP Payroll, Management, Team Building
Education
La Salle University - School of Business Administration 2007 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
Wharton School - University of Pennsylvania - IFEPB
CMS - Compensation Management Specialist
Gwynned Mercy College
Bachelor of Science (B.S.), Business Administration, Management and Operations
Ransome CAT / Ransome International April 2013 - Present
Ambler Main Street 2004 - Present
Presby's Inspired Life December 2011 - April 2013
Lincoln Investment Planning 2006 - December 2011
Keating Building Corporation April 2005 - July 2006
Ardent Health System February 1995 - April 2005
Skills
Employee Benefits, Human Resources, Benefits Administration, HRIS, Deferred Compensation, 401k, Employee Relations, Payroll, ADP Payroll, Management, Team Building
Education
La Salle University - School of Business Administration 2007 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
Wharton School - University of Pennsylvania - IFEPB
CMS - Compensation Management Specialist
Gwynned Mercy College
Bachelor of Science (B.S.), Business Administration, Management and Operations
Anthony Herrod's Lincoln Investment Planning Experience October 2012 - July 2013
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Lincoln Investment Planning October 2012 - July 2013
Cardinal Health May 2010 - March 2013
Cardinal Health April 2008 - December 2008
Cardinal Health January 2008 - March 2008
Cardinal Health March 2007 - June 2007
Equity Corporate Housing 2002 - 2007
Rollins, Inc. 2001 - 2002
Encoda Systems February 2000 - February 2001
Synon, Inc. 1991 - 1995
Computer Task Group October 1986 - December 1990
Skills
RPG, Software Development, SDLC, SQL, Requirements Analysis, Systems Analysis, Database Design, SAP Business Objects
Education
University of Central Oklahoma 1982 — 1985
Oklahoma State University 1979 — 1982
Engineering, Computer Science
Lincoln Investment Planning October 2012 - July 2013
Cardinal Health May 2010 - March 2013
Cardinal Health April 2008 - December 2008
Cardinal Health January 2008 - March 2008
Cardinal Health March 2007 - June 2007
Equity Corporate Housing 2002 - 2007
Rollins, Inc. 2001 - 2002
Encoda Systems February 2000 - February 2001
Synon, Inc. 1991 - 1995
Computer Task Group October 1986 - December 1990
Skills
RPG, Software Development, SDLC, SQL, Requirements Analysis, Systems Analysis, Database Design, SAP Business Objects
Education
University of Central Oklahoma 1982 — 1985
Oklahoma State University 1979 — 1982
Engineering, Computer Science
Kate Malfara's Lincoln Investment Planning Experience August 2004 - September 2005
Job Assistant Vice President, Institutional Client Services at Delaware Investments
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group April 2011 - Present
Delaware Investments a member of Macquire Group 2005 - April 2011
Lincoln Investment Planning August 2004 - September 2005
The Philadelphia Eagles- Lincoln Financial Field August 2003 - January 2005
Lincoln Investment Planning May 2001 - August 2004
Skills
Financial Services, Mutual Funds, Asset Management, Investments, Asset Allocation, Fixed Income, Alternative Investments, Investment Management, Investment Strategies, Hedge Funds, Series 63, Equities
Education
Drexel University 2008 — 2010
MBA, International Business
Penn State University 2000 — 2004
B.A., Psychological and Social Sciences
YIP Board Prep Program
Delaware Investments, a member of the Macquarie Group April 2011 - Present
Delaware Investments a member of Macquire Group 2005 - April 2011
Lincoln Investment Planning August 2004 - September 2005
The Philadelphia Eagles- Lincoln Financial Field August 2003 - January 2005
Lincoln Investment Planning May 2001 - August 2004
Skills
Financial Services, Mutual Funds, Asset Management, Investments, Asset Allocation, Fixed Income, Alternative Investments, Investment Management, Investment Strategies, Hedge Funds, Series 63, Equities
Education
Drexel University 2008 — 2010
MBA, International Business
Penn State University 2000 — 2004
B.A., Psychological and Social Sciences
YIP Board Prep Program
Mark E. Inserra, CFA's Lincoln Investment Planning Experience October 2002 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Lincoln Investment Planning October 2002 - Present
Motorola May 1995 - August 2002
Skills
Financial Planning, Investments, Series 7, Retirement Planning, Portfolio Management, Strategic Financial...
Education
Penn State University 1986 — 1988
MBA, Finance
Lincoln Investment Planning October 2002 - Present
Motorola May 1995 - August 2002
Skills
Financial Planning, Investments, Series 7, Retirement Planning, Portfolio Management, Strategic Financial...
Education
Penn State University 1986 — 1988
MBA, Finance
Steve Wysoczanski's Lincoln Investment Planning Experience 1987 - 2001
Job Founder at GameGem Network, LLC
Industry Information Services
Experience
GameGem Network, LLC April 2011 - Present
Directory Xpress, Inc. January 2002 - June 2011
Lincoln Investment Planning 1987 - 2001
Education
Philadelphia University
GameGem Network, LLC April 2011 - Present
Directory Xpress, Inc. January 2002 - June 2011
Lincoln Investment Planning 1987 - 2001
Education
Philadelphia University
Paul Mendelson's Lincoln Investment Planning Experience 2012 - Present
Job Retired
Industry Financial Services
Experience
Lincoln Investment Planning 2012 - Present
Lincoln Investment Planning March 1993 - December 2011
Education
University of Pennsylvania - The Wharton School 1968 — 1970
MBA, Finance
Lehigh University 1964 — 1968
BS, Accounting
Lincoln Investment Planning 2012 - Present
Lincoln Investment Planning March 1993 - December 2011
Education
University of Pennsylvania - The Wharton School 1968 — 1970
MBA, Finance
Lehigh University 1964 — 1968
BS, Accounting
LaSalle King, MBA's Lincoln Investment Planning Experience 1996 - 2002
Job Strategic Management Consultant at RGP
Industry Management Consulting
Experience
Resources Global Professionals May 2008 - Present
City of Philadelphia – Department of Public Health September 2013 - Present
CIGNA Corporation 2002 - 2007
Lincoln Investment Planning 1996 - 2002
Skills
Finance, Business Process..., Insurance, Business Analysis, Change Management, Business Intelligence, Analysis, Financial Operations, Operations Management, Project Management, Financial Analysis, Strategy, Process Improvement, Mergers & Acquisitions
Education
La Salle University - School of Business Administration
MBA, Finance
La Salle University
BS, Finance
Resources Global Professionals May 2008 - Present
City of Philadelphia – Department of Public Health September 2013 - Present
CIGNA Corporation 2002 - 2007
Lincoln Investment Planning 1996 - 2002
Skills
Finance, Business Process..., Insurance, Business Analysis, Change Management, Business Intelligence, Analysis, Financial Operations, Operations Management, Project Management, Financial Analysis, Strategy, Process Improvement, Mergers & Acquisitions
Education
La Salle University - School of Business Administration
MBA, Finance
La Salle University
BS, Finance
Walt Nejman's Lincoln Investment Planning Experience August 2005 - November 2005
Job Financial Analyst ETF Portfolio Management and Trading at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group March 2008 - Present
Vanguard March 2007 - March 2008
Vanguard November 2005 - March 2007
Lincoln Investment Planning August 2005 - November 2005
Philadelphia Carpenter's Health and Welfare Fund February 2005 - August 2005
Thomas Jefferson University Hospital May 2001 - January 2005
Skills
ETFs, Mutual Funds, Trading, Banking, Healthcare, Equities, Bloomberg, Investments, Series 63, Series 7, Portfolio Management, Fixed Income, Asset Managment, Securities, Asset Allocation
Education
Villanova University 2005 — 2008
Master of Business Administration, Finance
Arcadia Uiversity 2001 — 2004
Bachelor of Arts, Business Administration
Community College of Philadelphia 1998 — 2001
Associate of Applied Science, Diagnostic Imaging
The Vanguard Group March 2008 - Present
Vanguard March 2007 - March 2008
Vanguard November 2005 - March 2007
Lincoln Investment Planning August 2005 - November 2005
Philadelphia Carpenter's Health and Welfare Fund February 2005 - August 2005
Thomas Jefferson University Hospital May 2001 - January 2005
Skills
ETFs, Mutual Funds, Trading, Banking, Healthcare, Equities, Bloomberg, Investments, Series 63, Series 7, Portfolio Management, Fixed Income, Asset Managment, Securities, Asset Allocation
Education
Villanova University 2005 — 2008
Master of Business Administration, Finance
Arcadia Uiversity 2001 — 2004
Bachelor of Arts, Business Administration
Community College of Philadelphia 1998 — 2001
Associate of Applied Science, Diagnostic Imaging
Maureen Scallatino's Lincoln Investment Planning Experience February 2014 - Present
Job Executive Assistant Sales & Marketing, Branch Development at Lincoln Investment Planning
Industry Commercial Real Estate
Experience
Lincoln Investment Planning February 2014 - Present
Newmark Grubb Knight Frank 2009 - 2013
Newmark Grubb Knight Frank November 2009 - April 2011
Penn Maid Dairy / H.P. Hood January 2004 - June 2009
Express Scripts September 2002 - December 2003
Commonwealth Relocation Services (now Weichert Relocation) February 1997 - June 2002
Education
University of Colorado Colorado Springs 1994 — 1995
Marketing
Temple University 1983 — 1985
B.A., Journalism
Delaware County Community College 1981 — 1983
Liberal Arts
Marple-Newtown High School
Lincoln Investment Planning February 2014 - Present
Newmark Grubb Knight Frank 2009 - 2013
Newmark Grubb Knight Frank November 2009 - April 2011
Penn Maid Dairy / H.P. Hood January 2004 - June 2009
Express Scripts September 2002 - December 2003
Commonwealth Relocation Services (now Weichert Relocation) February 1997 - June 2002
Education
University of Colorado Colorado Springs 1994 — 1995
Marketing
Temple University 1983 — 1985
B.A., Journalism
Delaware County Community College 1981 — 1983
Liberal Arts
Marple-Newtown High School
Elizabeth Cressman's Lincoln Investment Planning Experience October 2008 - December 2012
Job Compliance Advisor for FINRA or RIA Firms
Industry Financial Services
Experience
Lincoln Investment Planning October 2008 - December 2012
Commerce Capital Markets 2006 - 2008
FINRA June 2002 - April 2006
M and T Brokerage 2000 - 2002
Keystone Brokerage 1998 - 2000
Dreyfus Investment Services Corp 1995 - 1998
Bank of Hawaii 1993 - 1995
Dean Witter Reynolds 1984 - 1990
Skills
Series 24, Portfolio Management, Investments, Securities, Mutual Funds, FINRA, Series 7, Asset Managment, Series 6, Financial Services
Education
American University 1974 — 1978
Bachelor of Arts--With Honors, American Studies
Lincoln Investment Planning October 2008 - December 2012
Commerce Capital Markets 2006 - 2008
FINRA June 2002 - April 2006
M and T Brokerage 2000 - 2002
Keystone Brokerage 1998 - 2000
Dreyfus Investment Services Corp 1995 - 1998
Bank of Hawaii 1993 - 1995
Dean Witter Reynolds 1984 - 1990
Skills
Series 24, Portfolio Management, Investments, Securities, Mutual Funds, FINRA, Series 7, Asset Managment, Series 6, Financial Services
Education
American University 1974 — 1978
Bachelor of Arts--With Honors, American Studies
Jo Anne McKelvey's Lincoln Investment Planning Experience October 2013 - Present
Job Director of Relationship Management at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning October 2013 - Present
Lincoln Investment Planning June 2012 - October 2013
Capital Analysts Incorporated March 2008 - May 2012
Capital Analysts Incorporated 2007 - 2008
Capital Analysts Incorporated 2006 - 2007
Capital Analysts Incorporated 2005 - 2006
Capital Analysts Incorporated 2001 - 2005
Capital Analysts Incorporated 2000 - 2001
Prudential 1996 - 2000
People's First Community Bank 1995 - 1996
Skills
Series 7, Series 24, Series 63, Investments, Securities, Mutual Funds, Variable Annuities, Alternative Investments, Asset Managment, Trading, Transition Support, Back Office, FINRA, Retirement Planning, Insurance, Relationship Management
Education
Rosemont College 1990 — 1994
BA, Sociology
Lincoln Investment Planning October 2013 - Present
Lincoln Investment Planning June 2012 - October 2013
Capital Analysts Incorporated March 2008 - May 2012
Capital Analysts Incorporated 2007 - 2008
Capital Analysts Incorporated 2006 - 2007
Capital Analysts Incorporated 2005 - 2006
Capital Analysts Incorporated 2001 - 2005
Capital Analysts Incorporated 2000 - 2001
Prudential 1996 - 2000
People's First Community Bank 1995 - 1996
Skills
Series 7, Series 24, Series 63, Investments, Securities, Mutual Funds, Variable Annuities, Alternative Investments, Asset Managment, Trading, Transition Support, Back Office, FINRA, Retirement Planning, Insurance, Relationship Management
Education
Rosemont College 1990 — 1994
BA, Sociology
Ted O'Donoghue's Lincoln Investment Planning Experience April 2012 - Present
Job Senior Research Analyst at Lincoln Investment Planning
Industry Investment Management
Experience
Lincoln Investment Planning April 2012 - Present
Commonwealth Financial Network July 2008 - December 2011
Liberty Mutual June 2007 - August 2007
Columbia Management November 2002 - August 2006
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Portfolio Management, Investment Strategies, Investment Advisory, Equities, Fixed Income, Securities, series 66, series 24
Education
Penn State University 2006 — 2008
MBA, Investment Management and Finance
Bucknell University 1996 — 2000
BA, Economics
National University of Ireland, Galway 1998 — 1998
Northfield Mt Hermon 1995 — 1996
Acton Boxborough Regional High School 1991 — 1995
Lincoln Investment Planning April 2012 - Present
Commonwealth Financial Network July 2008 - December 2011
Liberty Mutual June 2007 - August 2007
Columbia Management November 2002 - August 2006
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Portfolio Management, Investment Strategies, Investment Advisory, Equities, Fixed Income, Securities, series 66, series 24
Education
Penn State University 2006 — 2008
MBA, Investment Management and Finance
Bucknell University 1996 — 2000
BA, Economics
National University of Ireland, Galway 1998 — 1998
Northfield Mt Hermon 1995 — 1996
Acton Boxborough Regional High School 1991 — 1995
Brad Lundberg, CFP, AAMS's Lincoln Investment Planning Experience September 1996 - May 2002
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2002 - Present
Lincoln Investment Planning September 1996 - May 2002
Jacobs Engineering July 1991 - December 1996
Jet Propulsion Laboratory June 1989 - July 1991
R. D. Lundberg & Associates June 1987 - February 1989
General Dynamics January 1987 - June 1987
Skills
Series 7, Series 63, Series 65, Investments, Life Insurance, Long-term Care, Disability Insurance
Education
New Mexico State University 1983 — 1986
BBA, Finance, Economics
Edward Jones July 2002 - Present
Lincoln Investment Planning September 1996 - May 2002
Jacobs Engineering July 1991 - December 1996
Jet Propulsion Laboratory June 1989 - July 1991
R. D. Lundberg & Associates June 1987 - February 1989
General Dynamics January 1987 - June 1987
Skills
Series 7, Series 63, Series 65, Investments, Life Insurance, Long-term Care, Disability Insurance
Education
New Mexico State University 1983 — 1986
BBA, Finance, Economics
Paula Hocker, CFS(R), TGPC's Lincoln Investment Planning Experience February 1992 - Present
Job at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning February 1992 - Present
Lincoln Investment Planning June 2004 - May 2011
Lincoln Investment Planning June 2001 - January 2005
Lincoln Investment Planning February 1992 - June 2001
John V. Picone and Associates September 1985 - February 1993
Skills
Series 7, Series 24, FINRA, Securities, Series 66, Mutual Funds
Education
College for Financial Planning 1996 — 1998
CFP Professional Education Program, Certified Financial Planning
Temple University 1986 — 1990
BA, Business Communications
Lincoln Investment Planning February 1992 - Present
Lincoln Investment Planning June 2004 - May 2011
Lincoln Investment Planning June 2001 - January 2005
Lincoln Investment Planning February 1992 - June 2001
John V. Picone and Associates September 1985 - February 1993
Skills
Series 7, Series 24, FINRA, Securities, Series 66, Mutual Funds
Education
College for Financial Planning 1996 — 1998
CFP Professional Education Program, Certified Financial Planning
Temple University 1986 — 1990
BA, Business Communications
Brian Shaper's Lincoln Investment Planning Experience May 2005 - June 2006
Job Proposal Analyst, Institutional Retirement RFP Team at Bank of America / Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Merrill Lynch May 2006 - July 2011
Bank of America Merrill Lynch June 2006 - January 2008
Lincoln Investment Planning May 2005 - June 2006
BHC Securities September 1998 - March 1999
Skills
Series 7, Series 63, Series 66, Project management
Education
La Salle University 2009 — 2012
MBA, Accounting, 3.6
Shippensburg University of Pennsylvania 2000 — 2003
Bachelor of Science in Business Administration, Finance
Abington Friends School 1984 — 1997
Merrill Lynch July 2011 - Present
Merrill Lynch May 2006 - July 2011
Bank of America Merrill Lynch June 2006 - January 2008
Lincoln Investment Planning May 2005 - June 2006
BHC Securities September 1998 - March 1999
Skills
Series 7, Series 63, Series 66, Project management
Education
La Salle University 2009 — 2012
MBA, Accounting, 3.6
Shippensburg University of Pennsylvania 2000 — 2003
Bachelor of Science in Business Administration, Finance
Abington Friends School 1984 — 1997
Tony Torrence's Lincoln Investment Planning Experience December 2009 - Present
Job Document Imaging and Warehousing Professional
Industry Financial Services
Experience
Lincoln Investment Planning December 2009 - Present
Allianz Life August 2003 - August 2008
DDS Harris October 2000 - December 2002
Archibald Allan 1996 - 2000
Skills
Document Management..., Process Improvement, Risk Management, Customer Service, Microsoft Excel, Asset Managment, Strategic Financial..., Insurance, Project Management, Vendor Management, Data Analysis, Change Management, Team Building, System Administration, Operations Management, Portfolio Management, Team Leadership, Financial Analysis, Management, Employee Benefits, Leadership, PeopleSoft, Business Process..., Analysis, Strategic Planning, Microsoft Word, Budgets, Business Analysis, Outlook, Account Management, Business Process, Document Management, Business Intelligence, Business Development, Forecasting, Training, Databases, Policy, Business Planning, Records Management, Document Imaging, Performance Management, AS400 system, Coaching, Documentum, Contract Negotiation, SharePoint, Logistics, Scanners, PowerPoint
Education
Montgomery County Community College 2005 — 2007
BA, Business Management, 3.5 GPA with Honors
Lincoln Investment Planning December 2009 - Present
Allianz Life August 2003 - August 2008
DDS Harris October 2000 - December 2002
Archibald Allan 1996 - 2000
Skills
Document Management..., Process Improvement, Risk Management, Customer Service, Microsoft Excel, Asset Managment, Strategic Financial..., Insurance, Project Management, Vendor Management, Data Analysis, Change Management, Team Building, System Administration, Operations Management, Portfolio Management, Team Leadership, Financial Analysis, Management, Employee Benefits, Leadership, PeopleSoft, Business Process..., Analysis, Strategic Planning, Microsoft Word, Budgets, Business Analysis, Outlook, Account Management, Business Process, Document Management, Business Intelligence, Business Development, Forecasting, Training, Databases, Policy, Business Planning, Records Management, Document Imaging, Performance Management, AS400 system, Coaching, Documentum, Contract Negotiation, SharePoint, Logistics, Scanners, PowerPoint
Education
Montgomery County Community College 2005 — 2007
BA, Business Management, 3.5 GPA with Honors
Stephen Busch's Lincoln Investment Planning Experience 1994 - 1996
Job SVP Investment Accounting at Delaware Investments
Industry Financial Services
Experience
Macquarie 2010 - Present
Delaware Investments 2005 - Present
Lincoln Investment Planning 1994 - 1996
Skills
Mutual Funds, Financial Services, Separately Managed...
Education
Drexel University - LeBow College of Business 1984 — 1989
BS, Accounting and Finance
Macquarie 2010 - Present
Delaware Investments 2005 - Present
Lincoln Investment Planning 1994 - 1996
Skills
Mutual Funds, Financial Services, Separately Managed...
Education
Drexel University - LeBow College of Business 1984 — 1989
BS, Accounting and Finance
Frank Roccograndi's Lincoln Investment Planning Experience July 1989 - Present
Job Director, Branch Development at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning July 1989 - Present
Skills
Business Analysis, Business Continuity..., Business Planning, Business Strategy, Business Valuation, Practice Management, Succession Planning, Sales Training
Education
College for Financial Planning 1993 — 1995
CFP Professional Educational Program, Certified Financial Planning
Penn State University 1983 — 1987
BA, Finance, Economics
Lincoln Investment Planning July 1989 - Present
Skills
Business Analysis, Business Continuity..., Business Planning, Business Strategy, Business Valuation, Practice Management, Succession Planning, Sales Training
Education
College for Financial Planning 1993 — 1995
CFP Professional Educational Program, Certified Financial Planning
Penn State University 1983 — 1987
BA, Finance, Economics
Alberto Gaglianese's Lincoln Investment Planning Experience November 1986 - Present
Job CERTIFIED FINANCIAL PLANNER(TM) professional
Industry Financial Services
Experience
Lincoln Investment Planning November 1986 - Present
Skills
Series 65, Retirement
Education
Rider University
Lincoln Investment Planning November 1986 - Present
Skills
Series 65, Retirement
Education
Rider University
Nigel Andrews, CLU, ChFC, CLTC, LUTCF's Lincoln Investment Planning Experience March 1994 - October 2008
Job Insurance Agent at The Medicare Insurance Store
Industry Financial Services
Experience
The Medicare Insurance Store August 2012 - Present
One Resource Group August 2010 - June 2012
Univers Workplace Benefits 2010 - 2011
Lincoln Investment Planning March 1994 - October 2008
Phoenix Life Insurance Company 1985 - 1989
Phoenix Life Insurance Company 1985 - 1989
Skills
Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Estate Planning, Employee Benefits, Insurance, Long-term Care, Retirement Planning, Health Insurance, Customer Service, Retirement, Long Term Care Insurance, Finance, Financial Planning, Whole Life, 401k, Small Business, Sales
Education
Monmouth University 1980 — 1984
B.S., Business
The Medicare Insurance Store August 2012 - Present
One Resource Group August 2010 - June 2012
Univers Workplace Benefits 2010 - 2011
Lincoln Investment Planning March 1994 - October 2008
Phoenix Life Insurance Company 1985 - 1989
Phoenix Life Insurance Company 1985 - 1989
Skills
Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Estate Planning, Employee Benefits, Insurance, Long-term Care, Retirement Planning, Health Insurance, Customer Service, Retirement, Long Term Care Insurance, Finance, Financial Planning, Whole Life, 401k, Small Business, Sales
Education
Monmouth University 1980 — 1984
B.S., Business
Stephen Mazzeo's Lincoln Investment Planning Experience Technical Support OperatorUnited Bank CardSeptember 2005 - August 2006
Job Marketing Assistant at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning Technical Support OperatorUnited Bank CardSeptember 2005 - August 2006
Education
Arcadia University 2007 — 2008
MA, English
Drexel University 2000 — 2005
BS, Communications
Lincoln Investment Planning Technical Support OperatorUnited Bank CardSeptember 2005 - August 2006
Education
Arcadia University 2007 — 2008
MA, English
Drexel University 2000 — 2005
BS, Communications
Irene Lu's Lincoln Investment Planning Experience November 2005 - July 2007
Job Investment Service Associate at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group May 2012 - Present
Delaware Investments July 2007 - May 2012
Lincoln Investment Planning November 2005 - July 2007
Education
Philadelphia University
BS, Finance
Delaware Investments, a member of the Macquarie Group May 2012 - Present
Delaware Investments July 2007 - May 2012
Lincoln Investment Planning November 2005 - July 2007
Education
Philadelphia University
BS, Finance
Alden Burnett's Lincoln Investment Planning Experience May 2008 - Present
Job Registered Representative at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning May 2008 - Present
Allstate July 2007 - May 2008
UVEST Financial Services January 2006 - June 2007
First Investors Corporation November 2004 - January 2006
21st Century Building Products / Muench Woodworking May 1997 - November 2004
Skills
Retirement Planning, Life Insurance Planning, 401k Plans, Mutual Funds, Estate Planning, Long Term Care, Series 7, Series 66, Investment Advisory, Asset Allocation, Series 63, Wealth Management, Investments, Annuities, Asset Management, IRA's, Retirement, Disability Insurance, Wealth Accumulation, Roth IRA, 401k Rollovers, College Savings Plans, Retirement Income..., Small Business, Fixed Annuities
Education
Illinois State University 1979 — 1983
Bachelor of Arts, Communications, 3.2
York High School
Lincoln Investment Planning May 2008 - Present
Allstate July 2007 - May 2008
UVEST Financial Services January 2006 - June 2007
First Investors Corporation November 2004 - January 2006
21st Century Building Products / Muench Woodworking May 1997 - November 2004
Skills
Retirement Planning, Life Insurance Planning, 401k Plans, Mutual Funds, Estate Planning, Long Term Care, Series 7, Series 66, Investment Advisory, Asset Allocation, Series 63, Wealth Management, Investments, Annuities, Asset Management, IRA's, Retirement, Disability Insurance, Wealth Accumulation, Roth IRA, 401k Rollovers, College Savings Plans, Retirement Income..., Small Business, Fixed Annuities
Education
Illinois State University 1979 — 1983
Bachelor of Arts, Communications, 3.2
York High School
Joshua Eberly's Lincoln Investment Planning Experience January 2008 - June 2010
Job Financial Services Specialist
Industry Financial Services
Experience
Lincoln Investment Planning January 2008 - June 2010
Education
Penn State University 2002 — 2007
Bachelor's of Science, Economics
Lincoln Investment Planning January 2008 - June 2010
Education
Penn State University 2002 — 2007
Bachelor's of Science, Economics
Raymond P. Donnelly's Lincoln Investment Planning Experience July 2010 - Present
Job LTC Specialist at Acsia Partners & Financial Representative at Lincoln Investment Planning, Inc.
Industry Financial Services
Experience
ACSIA Partners March 2007 - Present
Lincoln Investment Planning July 2010 - Present
Senior Network Solutions, Ltd. July 2002 - Present
Advisors Resource Group, Ltd. January 2001 - Present
Cradle of Aviation Museum 1999 - Present
Whitmore Financial Services, Ltd. 1996 - 2001
The Guardian Life Insurance Company of America July 1988 - April 1996
E. F. Hutton & Co. April 1986 - July 1988
Skills
Long-term Care, Estate Planning, Retirement Planning, Retirement, Insurance, Fixed Annuities, Portfolio Management, Small Business, Financial Advisory, Public Speaking, Investments, Estate Tax Planning, Financial Services, Employee Benefits, IRAs, Succession Planning, Management, Financial Planners, 401k, Personal Finance, Financial Planning, Entrepreneurship, Elder Care, Disability Insurance, Term Life Insurance, Health Insurance, Critical Illness, Long Term Care Planning, Health, Annuities, Strategic Financial..., Medicaid, Seniors, Life Insurance, Wealth, Medicare, Wealth Management, Finance, Social Security Analysis, Wealth Preservation..., Senior Health & Fitness, Caregivers Support, LTC Outreach & Education, Trends in Aging, Aging in Place, Qualified Retirement..., Risk Management, Mutual Funds, Universal Life, Whole Life
Education
The American College 1990 — 1992
Taxation, Insurance, Pensions, Estate and Financial Planning
Adelphi University 1971 — 1973
MBA Program; Finance/Business Administration
Saint Leo University 1967 — 1971
BA, Biology, Chemistry, Education
Garden City High '67 1964 — 1967
High School Diploma, College Prep.
ACSIA Partners March 2007 - Present
Lincoln Investment Planning July 2010 - Present
Senior Network Solutions, Ltd. July 2002 - Present
Advisors Resource Group, Ltd. January 2001 - Present
Cradle of Aviation Museum 1999 - Present
Whitmore Financial Services, Ltd. 1996 - 2001
The Guardian Life Insurance Company of America July 1988 - April 1996
E. F. Hutton & Co. April 1986 - July 1988
Skills
Long-term Care, Estate Planning, Retirement Planning, Retirement, Insurance, Fixed Annuities, Portfolio Management, Small Business, Financial Advisory, Public Speaking, Investments, Estate Tax Planning, Financial Services, Employee Benefits, IRAs, Succession Planning, Management, Financial Planners, 401k, Personal Finance, Financial Planning, Entrepreneurship, Elder Care, Disability Insurance, Term Life Insurance, Health Insurance, Critical Illness, Long Term Care Planning, Health, Annuities, Strategic Financial..., Medicaid, Seniors, Life Insurance, Wealth, Medicare, Wealth Management, Finance, Social Security Analysis, Wealth Preservation..., Senior Health & Fitness, Caregivers Support, LTC Outreach & Education, Trends in Aging, Aging in Place, Qualified Retirement..., Risk Management, Mutual Funds, Universal Life, Whole Life
Education
The American College 1990 — 1992
Taxation, Insurance, Pensions, Estate and Financial Planning
Adelphi University 1971 — 1973
MBA Program; Finance/Business Administration
Saint Leo University 1967 — 1971
BA, Biology, Chemistry, Education
Garden City High '67 1964 — 1967
High School Diploma, College Prep.
Thomas Forst's Lincoln Investment Planning Experience Vice PresidentLincoln Investment1980 - 2009
Job Vice President at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning Vice PresidentLincoln Investment1980 - 2009
Education
Penn State University 1976 — 1980
BS, Finance
Lincoln Investment Planning Vice PresidentLincoln Investment1980 - 2009
Education
Penn State University 1976 — 1980
BS, Finance
LaTanya Myers-Boswell's Lincoln Investment Planning Experience May 2003 - July 2008
Job Householde Manager
Industry Financial Services
Experience
Household Manager July 2008 - Present
Lincoln Investment Planning May 2003 - July 2008
Lincoln Investment Planning April 2001 - May 2003
Lincoln Investment Planning March 2000 - April 2001
Skills
MS Office Professional, Netscape Navigator, Quicken, IBM AS/400, Pershing Software, TD Waterhouse Software, Advisor Central Software, DST Visions Software, Ten Key, Data Entry, Outlook, Document Imaging, Process Improvement, Marketing, Payroll, Product Management, Customer Service, Training, Microsoft Excel, Microsoft Word, Team Building, Employee Benefits, Event Planning, Research
Education
Strayer University-North Carolina 2011 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General, 3.7
Everest College-Phoenix 2009 — 2011
Associate of Arts and Sciences (AAS), Business Administration, Management and Operations, 3.8
Temple University 1992 — 1995
Accounting and Business/Management, 3.0
University of Delaware 1991 — 1992
Accounting and Business/Management
Household Manager July 2008 - Present
Lincoln Investment Planning May 2003 - July 2008
Lincoln Investment Planning April 2001 - May 2003
Lincoln Investment Planning March 2000 - April 2001
Skills
MS Office Professional, Netscape Navigator, Quicken, IBM AS/400, Pershing Software, TD Waterhouse Software, Advisor Central Software, DST Visions Software, Ten Key, Data Entry, Outlook, Document Imaging, Process Improvement, Marketing, Payroll, Product Management, Customer Service, Training, Microsoft Excel, Microsoft Word, Team Building, Employee Benefits, Event Planning, Research
Education
Strayer University-North Carolina 2011 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General, 3.7
Everest College-Phoenix 2009 — 2011
Associate of Arts and Sciences (AAS), Business Administration, Management and Operations, 3.8
Temple University 1992 — 1995
Accounting and Business/Management, 3.0
University of Delaware 1991 — 1992
Accounting and Business/Management
Daniel Auriemma's Lincoln Investment Planning Experience 2000 - Present
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning 2000 - Present
Nassau BOCES 1990 - Present
Skills
Personalized Financial..., - 403b, 457(b) and 401K..., - Roth IRA, Traditional..., - Lump Sum Rollovers, Investments, - Mutual Funds, - Annuities (fixed and..., Customized Reteirement..., Educational Planning, - 529 College Savings..., - Coverdell Educational..., - UGMA/UTMA, Insurance, - Life, - Long Term Care, Asset Management..., Educator, 529 Plans, Traditional IRA, SEP IRA, Rollovers, Simple IRA, Asset Managment, Fixed Annuities
Education
State University of New York Empire State College
Bachelor of Business Administration (BBA), Business Management and Economics
Queensborough Community College
Associate of Science (A.S.), Business Administration and Management, General
Lincoln Investment Planning 2000 - Present
Nassau BOCES 1990 - Present
Skills
Personalized Financial..., - 403b, 457(b) and 401K..., - Roth IRA, Traditional..., - Lump Sum Rollovers, Investments, - Mutual Funds, - Annuities (fixed and..., Customized Reteirement..., Educational Planning, - 529 College Savings..., - Coverdell Educational..., - UGMA/UTMA, Insurance, - Life, - Long Term Care, Asset Management..., Educator, 529 Plans, Traditional IRA, SEP IRA, Rollovers, Simple IRA, Asset Managment, Fixed Annuities
Education
State University of New York Empire State College
Bachelor of Business Administration (BBA), Business Management and Economics
Queensborough Community College
Associate of Science (A.S.), Business Administration and Management, General
Peter Pabon's Lincoln Investment Planning Experience April 2009 - Present
Job Certified Financial Planner at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning April 2009 - Present
Sagemark Consulting December 2003 - March 2009
MetLife 1989 - 2003
Skills
Strategic Financial..., Estate Planning, Portfolio Management, Asset Managment, Retirement Planning, Series 7, Fixed Annuities, Mutual Funds, IRAs, Wealth Management, Series 63, Investment Advisory, 401k, Asset Allocation, Wealth Accumulation, Financial Planners, 403 b, Pension Planning
Education
Brooklyn College 1979 — 1982
Lincoln Investment Planning April 2009 - Present
Sagemark Consulting December 2003 - March 2009
MetLife 1989 - 2003
Skills
Strategic Financial..., Estate Planning, Portfolio Management, Asset Managment, Retirement Planning, Series 7, Fixed Annuities, Mutual Funds, IRAs, Wealth Management, Series 63, Investment Advisory, 401k, Asset Allocation, Wealth Accumulation, Financial Planners, 403 b, Pension Planning
Education
Brooklyn College 1979 — 1982
Cory Elk's Lincoln Investment Planning Experience June 2014 - Present
Job Supervisory Principal at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 2014 - Present
MetLife April 2013 - September 2013
MetLife September 2010 - April 2013
TD Wealth Management October 2009 - June 2010
TD Wealth Management January 2007 - October 2009
ROSATO ELECTRIC CORPORATION April 2006 - January 2007
Merrill Lynch May 2004 - February 2006
Merrill Lynch October 1999 - May 2004
TD Waterhouse Capital Markets, Inc. July 1996 - May 1999
Skills
Mutual Funds, Series 24, Trading, Options, Microsoft Excel, Securities, FINRA, Microsoft Office, Employee Training, Customer Service, Corporate Actions, Financial Services, Life Insurance, Alternative Investments, Fixed Annuities, Insurance, Whole Life, Equities, Investments, Series 7, Series 63
Education
Johnson and Wales University 1992 — 1996
Bachelor of Science, Hospitality Sales and Meeting Management
Lincoln Investment Planning June 2014 - Present
MetLife April 2013 - September 2013
MetLife September 2010 - April 2013
TD Wealth Management October 2009 - June 2010
TD Wealth Management January 2007 - October 2009
ROSATO ELECTRIC CORPORATION April 2006 - January 2007
Merrill Lynch May 2004 - February 2006
Merrill Lynch October 1999 - May 2004
TD Waterhouse Capital Markets, Inc. July 1996 - May 1999
Skills
Mutual Funds, Series 24, Trading, Options, Microsoft Excel, Securities, FINRA, Microsoft Office, Employee Training, Customer Service, Corporate Actions, Financial Services, Life Insurance, Alternative Investments, Fixed Annuities, Insurance, Whole Life, Equities, Investments, Series 7, Series 63
Education
Johnson and Wales University 1992 — 1996
Bachelor of Science, Hospitality Sales and Meeting Management
Keith Cawrse's Lincoln Investment Planning Experience August 2010 - December 2013
Job at
Industry Financial Services
Experience
Mount Vernon City School District June 2015 - Present
Cambridge Investment Research, Inc. July 2014 - Present
The Center For Individual & Family Services/The Rehab Center January 2006 - Present
Mansfield City Schools January 2012 - June 2014
Lincoln Investment Planning August 2010 - December 2013
Multi-Financial Services August 2004 - August 2010
MassMutual Financial Group August 1999 - August 2004
Education
Kent State University 2010 — 2011
Masters, Library and Information Science
University of Toledo 1988 — 1993
Bachelor of Science, Business Education/Computer Science
Mount Vernon City School District June 2015 - Present
Cambridge Investment Research, Inc. July 2014 - Present
The Center For Individual & Family Services/The Rehab Center January 2006 - Present
Mansfield City Schools January 2012 - June 2014
Lincoln Investment Planning August 2010 - December 2013
Multi-Financial Services August 2004 - August 2010
MassMutual Financial Group August 1999 - August 2004
Education
Kent State University 2010 — 2011
Masters, Library and Information Science
University of Toledo 1988 — 1993
Bachelor of Science, Business Education/Computer Science
Jeff Wilhelms's Lincoln Investment Planning Experience August 2010 - Present
Job Investment Advisor Representative of Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning August 2010 - Present
Great American Financial Resources May 2006 - Present
Skills
Registered Investment..., Retirement Planning, 401k, 403 b, Life Insurance, Health Insurance, Personal Financial...
Education
University of Phoenix 1998 — 1999
MBA, Business Administration
Arizona State University 1991 — 1995
BS, Political Science
Lincoln Investment Planning August 2010 - Present
Great American Financial Resources May 2006 - Present
Skills
Registered Investment..., Retirement Planning, 401k, 403 b, Life Insurance, Health Insurance, Personal Financial...
Education
University of Phoenix 1998 — 1999
MBA, Business Administration
Arizona State University 1991 — 1995
BS, Political Science
Murtaza Naqvi's Lincoln Investment Planning Experience March 2011 - May 2011
Job Business Development and Strategy at Dell
Industry Information Technology and Services
Experience
Dell August 2014 - Present
Dell August 2012 - August 2014
Citibank N.A. June 2011 - July 2011
Lincoln Investment Planning March 2011 - May 2011
Citibank N.A. July 2010 - August 2010
Orr Dignam & Co July 2010 - July 2010
EaZZy Clean L.L.C November 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Stata, Economics, Microsoft Office, Spanish, Editing, Customer Service, Advertising, Financial Analysis, Strategy, Data Analysis, Sales, Financial Modeling, Finance, Analysis, Leadership
Education
Brandeis University 2009 — 2012
B.A, Economics
Ohio Wesleyan University 2008 — 2009
Karachi Grammar School 1995 — 2008
Dell August 2014 - Present
Dell August 2012 - August 2014
Citibank N.A. June 2011 - July 2011
Lincoln Investment Planning March 2011 - May 2011
Citibank N.A. July 2010 - August 2010
Orr Dignam & Co July 2010 - July 2010
EaZZy Clean L.L.C November 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Stata, Economics, Microsoft Office, Spanish, Editing, Customer Service, Advertising, Financial Analysis, Strategy, Data Analysis, Sales, Financial Modeling, Finance, Analysis, Leadership
Education
Brandeis University 2009 — 2012
B.A, Economics
Ohio Wesleyan University 2008 — 2009
Karachi Grammar School 1995 — 2008
Dannye C. Riley's Lincoln Investment Planning Experience June 2003 - January 2013
Job Stay at Home Full time Mother since 2010
Industry Financial Services
Experience
Stay at Home Mom September 2010 - Present
Lincoln Investment Planning June 2003 - January 2013
Delaware Investments March 2001 - March 2003
Drexel University's LeBow College of Business June 1997 - March 2001
Primavera Systems 1998 - 2000
Skills
Outlook
Education
Drexel University - LeBow College of Business 1997 — 2001
Bachelor's, Marketing
Peirce College 1995 — 1997
Associate, Business Administration
Stay at Home Mom September 2010 - Present
Lincoln Investment Planning June 2003 - January 2013
Delaware Investments March 2001 - March 2003
Drexel University's LeBow College of Business June 1997 - March 2001
Primavera Systems 1998 - 2000
Skills
Outlook
Education
Drexel University - LeBow College of Business 1997 — 2001
Bachelor's, Marketing
Peirce College 1995 — 1997
Associate, Business Administration
Suzanne Baldino Jones's Lincoln Investment Planning Experience 1992 - 1996
Job President at ADMIN Partners LLC
Industry Financial Services
Experience
ADMIN Partners LLC February 2006 - Present
Competitive Business Strategy Group September 1996 - September 2004
Lincoln Investment Planning 1992 - 1996
Delaware Service Company September 1982 - 1992
Skills
Retirement, Insurance, Non-profits, Retirement Planning, Mutual Funds, Investments, Strategic Planning, Public Speaking, New Business Development, 401k, Process Improvement, Nonprofits, Relationship Management, ERISA, 403 b, Small Business, Series 63
Education
Rowan University 1966 — 1970
BA, English, History, Theatre
ADMIN Partners LLC February 2006 - Present
Competitive Business Strategy Group September 1996 - September 2004
Lincoln Investment Planning 1992 - 1996
Delaware Service Company September 1982 - 1992
Skills
Retirement, Insurance, Non-profits, Retirement Planning, Mutual Funds, Investments, Strategic Planning, Public Speaking, New Business Development, 401k, Process Improvement, Nonprofits, Relationship Management, ERISA, 403 b, Small Business, Series 63
Education
Rowan University 1966 — 1970
BA, English, History, Theatre
Tom Mackow's Lincoln Investment Planning Experience 1985 - 1990
Job Independent Insurance Professional
Industry Insurance
Experience
Capital Planning Solutions LLC July 2010 - Present
Harleysville Insurance 1991 - 2010
Lincoln Investment Planning 1985 - 1990
Skills
Term Life Insurance, Fixed Annuities, Life Insurance, Development of life..., Life brokerage, Multi-generational..., Training/Workshops, Illustration/Proposal..., Fact-finding/presentatio..., Underwriting, Accident, Small Business, Sales, Marketing, Universal Life, Property & Casualty..., Disability Insurance, Brokers
Education
Franklin & Marshall College 1968 — 1974
B.A., English
Capital Planning Solutions LLC July 2010 - Present
Harleysville Insurance 1991 - 2010
Lincoln Investment Planning 1985 - 1990
Skills
Term Life Insurance, Fixed Annuities, Life Insurance, Development of life..., Life brokerage, Multi-generational..., Training/Workshops, Illustration/Proposal..., Fact-finding/presentatio..., Underwriting, Accident, Small Business, Sales, Marketing, Universal Life, Property & Casualty..., Disability Insurance, Brokers
Education
Franklin & Marshall College 1968 — 1974
B.A., English
Eugene Bartell's Lincoln Investment Planning Experience March 2011 - May 2012
Job Professional Services Specialist IV at Kean University
Industry Information Technology and Services
Experience
Kean University August 2013 - Present
County College of Morris August 2011 - Present
Lincoln Investment Planning March 2011 - May 2012
MetLife Resources November 2004 - August 2009
Novartis Pharmaceuticals Corp January 1995 - January 2004
Bartell Consulting January 1992 - January 1995
The Mennen Company January 1989 - January 1992
Physical Security Group January 1986 - January 1989
Morris County Free Library January 1985 - January 1986
Skills
Management, Technical Support, Operating Systems, Validation, Process Improvement, Analysis, Risk Management, Strategic Planning, Project Management, Data Analysis, Team Leadership, Compliance, Change Management, Cross-functional Team..., Problem Solving
Education
Fairleigh Dickinson University-Florham Campus 2001 — 2010
Master of Business Administration (M.B.A.), Pharmaceutical Business
Seton Hall University 1996 — 2001
BS, Management Information Systems
County College of Morris 1983 — 1995
A.A.S., Business
The George Washington University
Project Management Certificate, Business Administration and Management, General
Kean University August 2013 - Present
County College of Morris August 2011 - Present
Lincoln Investment Planning March 2011 - May 2012
MetLife Resources November 2004 - August 2009
Novartis Pharmaceuticals Corp January 1995 - January 2004
Bartell Consulting January 1992 - January 1995
The Mennen Company January 1989 - January 1992
Physical Security Group January 1986 - January 1989
Morris County Free Library January 1985 - January 1986
Skills
Management, Technical Support, Operating Systems, Validation, Process Improvement, Analysis, Risk Management, Strategic Planning, Project Management, Data Analysis, Team Leadership, Compliance, Change Management, Cross-functional Team..., Problem Solving
Education
Fairleigh Dickinson University-Florham Campus 2001 — 2010
Master of Business Administration (M.B.A.), Pharmaceutical Business
Seton Hall University 1996 — 2001
BS, Management Information Systems
County College of Morris 1983 — 1995
A.A.S., Business
The George Washington University
Project Management Certificate, Business Administration and Management, General
Shaun Betit's Lincoln Investment Planning Experience September 2010 - Present
Job IT Help Desk at Lincoln Investment Planning
Industry Information Technology and Services
Experience
Lincoln Investment Planning September 2010 - Present
Modell's Sporting Goods May 2008 - September 2010
Markel Corporation May 2008 - August 2008
Skills
Windows, Microsoft Excel, Visio, Software Installation, Customer Service, Microsoft Office, Microsoft Word, Troubleshooting, Servers, Windows 7
Education
Penn State University 2006 — 2010
BA, Information Science and Technology
Lincoln Investment Planning September 2010 - Present
Modell's Sporting Goods May 2008 - September 2010
Markel Corporation May 2008 - August 2008
Skills
Windows, Microsoft Excel, Visio, Software Installation, Customer Service, Microsoft Office, Microsoft Word, Troubleshooting, Servers, Windows 7
Education
Penn State University 2006 — 2010
BA, Information Science and Technology
Brian Lott's Lincoln Investment Planning Experience June 2006 - Present
Job Certified Financial Planner TM at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 2006 - Present
AmSouth Bank January 1986 - June 2006
Skills
Retirement Planning, Retirement, Wealth Management, Mutual Funds, Fixed Annuities, Strategic Financial..., Investment Advisory, Asset Allocation, Estate Planning, 401k, IRAs, Investments
Education
California State University-Dominguez Hills
B. S., Business Administration
El Camino Community College
Associate of Arts (A.A.)
El Camino Community College
Associate of Arts (AA)
Lincoln Investment Planning June 2006 - Present
AmSouth Bank January 1986 - June 2006
Skills
Retirement Planning, Retirement, Wealth Management, Mutual Funds, Fixed Annuities, Strategic Financial..., Investment Advisory, Asset Allocation, Estate Planning, 401k, IRAs, Investments
Education
California State University-Dominguez Hills
B. S., Business Administration
El Camino Community College
Associate of Arts (A.A.)
El Camino Community College
Associate of Arts (AA)
Tosin Adegbite's Lincoln Investment Planning Experience June 2000 - June 2002
Job CEO at Inspired Innovations
Industry Information Technology and Services
Experience
Inspired Innovations February 2007 - Present
Inspired Innovations February 2007 - Present
Liberty Mutual Insurance June 2006 - June 2008
State Farm Insurance September 2002 - May 2006
Lincoln Investment Planning June 2000 - June 2002
Skills
Access Control, CCTV, IP Cameras, Alarm Systems, Cabling, Surveillance, Vulnerability Assessment
Education
Montgomery College
AA, Computer Information Systems
University of Maryland University College
BS, Business Administration and Strategic Entrepreneurial Management
University of Maryland University College
Certificate, Business Project Management
Inspired Innovations February 2007 - Present
Inspired Innovations February 2007 - Present
Liberty Mutual Insurance June 2006 - June 2008
State Farm Insurance September 2002 - May 2006
Lincoln Investment Planning June 2000 - June 2002
Skills
Access Control, CCTV, IP Cameras, Alarm Systems, Cabling, Surveillance, Vulnerability Assessment
Education
Montgomery College
AA, Computer Information Systems
University of Maryland University College
BS, Business Administration and Strategic Entrepreneurial Management
University of Maryland University College
Certificate, Business Project Management
David DeFazio's Lincoln Investment Planning Experience May 2013 - Present
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning May 2013 - Present
The Legend Group March 1988 - April 2013
Education
University of Pittsburgh 1981 — 1985
B.S., Business Admin.-Comm.
Penn State University 1978 — 1980
Assoc., Business Admin.
Academy High School 1974 — 1978
Lincoln Investment Planning May 2013 - Present
The Legend Group March 1988 - April 2013
Education
University of Pittsburgh 1981 — 1985
B.S., Business Admin.-Comm.
Penn State University 1978 — 1980
Assoc., Business Admin.
Academy High School 1974 — 1978
Robin Harris's Lincoln Investment Planning Experience January 1996 - April 2007
Job Vice President of Human Resources at Atlas Energy Group, LLC
Industry Oil & Energy
Experience
Atlas Energy Group, LLC April 2007 - Present
Lincoln Investment Planning January 1996 - April 2007
Valley Forge Hilton Hotel July 1993 - January 1996
Skills
Deferred Compensation, Employee Relations, Employee Benefits, Benefits Administration, Succession Planning, Natural Gas, Talent Management, Human Resources, Onboarding, Recruiting, Petroleum, HRIS, Performance Management, Talent Acquisition, FMLA, Workforce Planning, Applicant Tracking...
Education
LaSalle University
MBA, Management
Saint Joseph's University
Bachelor of Science (B.S.), Business Administration and Management, General
Atlas Energy Group, LLC April 2007 - Present
Lincoln Investment Planning January 1996 - April 2007
Valley Forge Hilton Hotel July 1993 - January 1996
Skills
Deferred Compensation, Employee Relations, Employee Benefits, Benefits Administration, Succession Planning, Natural Gas, Talent Management, Human Resources, Onboarding, Recruiting, Petroleum, HRIS, Performance Management, Talent Acquisition, FMLA, Workforce Planning, Applicant Tracking...
Education
LaSalle University
MBA, Management
Saint Joseph's University
Bachelor of Science (B.S.), Business Administration and Management, General
Carol Ring's Lincoln Investment Planning Experience August 2009 - Present
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning August 2009 - Present
Education
Clark University 1990 — 1993
Bachelor's degree
Lincoln Investment Planning August 2009 - Present
Education
Clark University 1990 — 1993
Bachelor's degree
Jill Perrin's Lincoln Investment Planning Experience August 2010 - June 2011
Job
Industry Financial Services
Experience
Fifth Third Securities October 2012 - Present
Great American Insurance June 2011 - November 2012
Lincoln Investment Planning August 2010 - June 2011
GREAT AMERICAN ADVISORS February 2000 - August 2010
Education
Gateway Community and Technical College
State License -Kentucky, Cosmetology/Cosmetologist, General
Northern Kentucky University
None, Business Administration, Management and Operations
Fifth Third Securities October 2012 - Present
Great American Insurance June 2011 - November 2012
Lincoln Investment Planning August 2010 - June 2011
GREAT AMERICAN ADVISORS February 2000 - August 2010
Education
Gateway Community and Technical College
State License -Kentucky, Cosmetology/Cosmetologist, General
Northern Kentucky University
None, Business Administration, Management and Operations
Maureen Whitham's Lincoln Investment Planning Experience June 1985 - Present
Job Computer Operations Supervisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 1985 - Present
Archdiocese of Philadelphia September 1983 - June 1986
Education
Chestnut Hill College 1979 — 1983
BS, Elementary Education and Teaching
Lincoln Investment Planning June 1985 - Present
Archdiocese of Philadelphia September 1983 - June 1986
Education
Chestnut Hill College 1979 — 1983
BS, Elementary Education and Teaching
Bennie Hargrove's Lincoln Investment Planning Experience July 2009 - Present
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning July 2009 - Present
Financial Integrity Resources Management, LLC May 2008 - July 2009
Wachovia Bank April 2007 - June 2008
Gannon Coyne and Associates March 2005 - April 2008
Skills
Retirement Planning, Series 7, Uniform Combined State..., Fixed Annuities, Retirement, Mutual Funds, 401k Rollovers, Series 63, Wealth Management, Strategic Financial..., Roth IRA, Investment Advisory, Wealth Accumulation, Series 65, IRAs
Education
La Salle University 1981 — 1984
Bachelor's degree, Business Administration
Gloucester County College
Associate of Science (A.S.), Business Administration
Lincoln Investment Planning July 2009 - Present
Financial Integrity Resources Management, LLC May 2008 - July 2009
Wachovia Bank April 2007 - June 2008
Gannon Coyne and Associates March 2005 - April 2008
Skills
Retirement Planning, Series 7, Uniform Combined State..., Fixed Annuities, Retirement, Mutual Funds, 401k Rollovers, Series 63, Wealth Management, Strategic Financial..., Roth IRA, Investment Advisory, Wealth Accumulation, Series 65, IRAs
Education
La Salle University 1981 — 1984
Bachelor's degree, Business Administration
Gloucester County College
Associate of Science (A.S.), Business Administration
Elena Papkin's Lincoln Investment Planning Experience June 2009 - September 2011
Job Attended Camden County College
Industry Consumer Services
Experience
Camden County College Associate BuyerGold Buyers of AmericaJanuary 2012 - May 2012
Lincoln Investment Planning June 2009 - September 2011
Skills
Customer Service, Clerical Skills, Data Entry, Mailroom Operations, Food Safety, Cash Register, Supply Ordering, Solid computer skills, Marketing, Multi-line Phone, Research
Education
Camden County College 2007 — 2012
Current Student, Psychology
High Land Regional High School 1998 — 2002
Student, H.
Camden County College Associate BuyerGold Buyers of AmericaJanuary 2012 - May 2012
Lincoln Investment Planning June 2009 - September 2011
Skills
Customer Service, Clerical Skills, Data Entry, Mailroom Operations, Food Safety, Cash Register, Supply Ordering, Solid computer skills, Marketing, Multi-line Phone, Research
Education
Camden County College 2007 — 2012
Current Student, Psychology
High Land Regional High School 1998 — 2002
Student, H.
Carolyn Spicer's Lincoln Investment Planning Experience September 2008 - April 2010
Job Registered Administrative Assistant at Financial Voyages
Industry Financial Services
Experience
Financial Voyages November 2011 - Present
Lincoln Investment Planning September 2008 - April 2010
Radnor Research & Trading May 2004 - December 2007
Boenning & Scattergood, Inc. August 1999 - May 2004
Newport Discount Brokerage June 1996 - August 1999
Skills
Series 7, Series 63, Securities, Trading, FINRA, Equities
Education
Montgomery County Community College
Associate of Science (A.S.), Business Administration and Management, General
Financial Voyages November 2011 - Present
Lincoln Investment Planning September 2008 - April 2010
Radnor Research & Trading May 2004 - December 2007
Boenning & Scattergood, Inc. August 1999 - May 2004
Newport Discount Brokerage June 1996 - August 1999
Skills
Series 7, Series 63, Securities, Trading, FINRA, Equities
Education
Montgomery County Community College
Associate of Science (A.S.), Business Administration and Management, General
Patrick Logue's Lincoln Investment Planning Experience August 1990 - Present
Job Branch Manager at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning August 1990 - Present
Sandusky, Ohio August 1977 - June 1987
Education
University of Toledo 1979 — 1981
Master's degree, Counselor Education/School Counseling and Guidance Services
Edinboro University of Pennsylvania 1972 — 1977
Bachelor's degree, Psychology
Lincoln Investment Planning August 1990 - Present
Sandusky, Ohio August 1977 - June 1987
Education
University of Toledo 1979 — 1981
Master's degree, Counselor Education/School Counseling and Guidance Services
Edinboro University of Pennsylvania 1972 — 1977
Bachelor's degree, Psychology
Daniel O'Keefe's Lincoln Investment Planning Experience September 2010 - September 2013
Job at
Industry Financial Services
Experience
Ohio National Financial Services September 2013 - Present
Lincoln Investment Planning September 2010 - September 2013
Great American Advisors, Inc. May 2007 - August 2010
Lifetime Financial Growth August 2002 - February 2007
Skills
Series 7, Retirement Planning, Mutual Funds, Securities, Financial Services, Series 63, Investments, Wealth Management, Fixed Annuities, Asset Management, Portfolio Management, FINRA, Insurance
Education
George Mason University 1994 — 1996
Ohio National Financial Services September 2013 - Present
Lincoln Investment Planning September 2010 - September 2013
Great American Advisors, Inc. May 2007 - August 2010
Lifetime Financial Growth August 2002 - February 2007
Skills
Series 7, Retirement Planning, Mutual Funds, Securities, Financial Services, Series 63, Investments, Wealth Management, Fixed Annuities, Asset Management, Portfolio Management, FINRA, Insurance
Education
George Mason University 1994 — 1996
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY