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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197 Lincoln Investment Planning employees in database. Find out everything there's to know about Lincoln Investment Planning employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lincoln Investment Planning Employees
Employee
Years
Job
Industry
Henry (Hank) V.M. Multala Henry (Hank) V.M. Multala's Lincoln Investment Planning Experience August 2011 - January 2014
Job Vice President Strategic Growth at Cetera Financial Specialists and The Legend Group (Palm Beach Gardens, FL)
Industry Financial Services
Experience
Cetera Financial Specialists January 2014 - Present
Lincoln Investment Planning August 2011 - January 2014
Adviser First Consulting & Recruiting January 2009 - January 2014
LPL June 2006 - March 2009
Charles Schwab August 2005 - April 2006
FSC December 2004 - August 2005
Merrill Lynch May 1998 - December 2004
Dean Witter Reynolds January 1993 - May 1998
US Navy February 1983 - December 1992
Skills
Recruiting, Contract Negotiation, Management, Retirement Planning, Wealth Management, Asset Managment, Succession Planning, Practice Management
Education
University of Rochester 1987 — 1991
BS, Mechanical Engineering
Cetera Financial Specialists January 2014 - Present
Lincoln Investment Planning August 2011 - January 2014
Adviser First Consulting & Recruiting January 2009 - January 2014
LPL June 2006 - March 2009
Charles Schwab August 2005 - April 2006
FSC December 2004 - August 2005
Merrill Lynch May 1998 - December 2004
Dean Witter Reynolds January 1993 - May 1998
US Navy February 1983 - December 1992
Skills
Recruiting, Contract Negotiation, Management, Retirement Planning, Wealth Management, Asset Managment, Succession Planning, Practice Management
Education
University of Rochester 1987 — 1991
BS, Mechanical Engineering
Carol Peckman Carol Peckman's Lincoln Investment Planning Experience October 1994 - Present
Job Owner of Peckman Tax Services
Industry Financial Services
Experience
Peckman Tax Services January 2000 - Present
Lincoln Investment Planning October 1994 - Present
Skills
Series 6, Series 63, IRAs, Roth IRA, SEP IRA, 403b, 457 Plans, Portfolio Management, Asset Management, Estate Planning, Financial Advisory, Insurance, Long Term Care Insurance, Disability Insurance, Life Insurance
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor's degree, Math & Physics
Spring Garden College
Bachelor's degree, Information Technology and Accounting
Peckman Tax Services January 2000 - Present
Lincoln Investment Planning October 1994 - Present
Skills
Series 6, Series 63, IRAs, Roth IRA, SEP IRA, 403b, 457 Plans, Portfolio Management, Asset Management, Estate Planning, Financial Advisory, Insurance, Long Term Care Insurance, Disability Insurance, Life Insurance
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor's degree, Math & Physics
Spring Garden College
Bachelor's degree, Information Technology and Accounting
Brandon Scher Brandon Scher's Lincoln Investment Planning Experience June 2013 - Present
Job Branch Services Representative at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 2013 - Present
Janney Montgomery Scott 2009 - 2013
Janney Montgomery Scott 2010 - 2012
Janney Montgomery Scott 2009 - 2010
SEI 2008 - 2009
SEI 2006 - 2008
MetLife 2005 - 2006
Skills
Wealth Management, Financial Services, Finance, Cost Basis Reporting, IRAs, Series 7
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.)
Lincoln Investment Planning June 2013 - Present
Janney Montgomery Scott 2009 - 2013
Janney Montgomery Scott 2010 - 2012
Janney Montgomery Scott 2009 - 2010
SEI 2008 - 2009
SEI 2006 - 2008
MetLife 2005 - 2006
Skills
Wealth Management, Financial Services, Finance, Cost Basis Reporting, IRAs, Series 7
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.)
David Girmann David Girmann's Lincoln Investment Planning Experience January 2011 - December 2013
Job Consultant at Strategy & Resources LLC
Industry Financial Services
Experience
Strategy & Resources LLC September 2015 - Present
Little Dutch Trading Company June 2003 - Present
Children's Dyslexia Centers 2010 - Present
Huntington Investment Company May 2014 - August 2015
Ancient Accepted Scottish Rite, Valley of Cincinnati May 2009 - May 2015
Lincoln Investment Planning January 2011 - December 2013
Great American Advisors 2008 - 2010
Cincom Systems, Inc 2005 - 2008
VSR Financial Services 2004 - 2005
The O.N. Equity Sales Company 1999 - 2003
Skills
Mutual Funds, Retirement Planning, Investments, Marketing, Wealth Management, Fixed Annuities, Investment Advisory, 401k, Alternative Investments, Insurance, Financial Services, Sales, Relationship Management, FINRA, Securities, Leadership, Investment Strategies, Financial Advisory, Series 24, Series 63, Life Insurance, Asset Allocation, Financial Analysis, Series 7, Retirement, Strategic Planning, Mentoring, Team Building, Compliance, Operations Management, Motivational Speaking, Consultative Approach, Portfolio Management
Education
Xavier University
MBA
University of Cincinnati
BS
Strategy & Resources LLC September 2015 - Present
Little Dutch Trading Company June 2003 - Present
Children's Dyslexia Centers 2010 - Present
Huntington Investment Company May 2014 - August 2015
Ancient Accepted Scottish Rite, Valley of Cincinnati May 2009 - May 2015
Lincoln Investment Planning January 2011 - December 2013
Great American Advisors 2008 - 2010
Cincom Systems, Inc 2005 - 2008
VSR Financial Services 2004 - 2005
The O.N. Equity Sales Company 1999 - 2003
Skills
Mutual Funds, Retirement Planning, Investments, Marketing, Wealth Management, Fixed Annuities, Investment Advisory, 401k, Alternative Investments, Insurance, Financial Services, Sales, Relationship Management, FINRA, Securities, Leadership, Investment Strategies, Financial Advisory, Series 24, Series 63, Life Insurance, Asset Allocation, Financial Analysis, Series 7, Retirement, Strategic Planning, Mentoring, Team Building, Compliance, Operations Management, Motivational Speaking, Consultative Approach, Portfolio Management
Education
Xavier University
MBA
University of Cincinnati
BS
LaKieshia McGhee LaKieshia McGhee's Lincoln Investment Planning Experience August 2000 - December 2011
Job Registered Representative
Industry Financial Services
Experience
PlanMember Financial Corporation January 2014 - Present
Colonial Life August 2011 - Present
Lincoln Investment Planning August 2000 - December 2011
Skills
Disability Insurance, Life Insurance
Education
University of Alabama
Bachelor of Science (B.S.), Finance
PlanMember Financial Corporation January 2014 - Present
Colonial Life August 2011 - Present
Lincoln Investment Planning August 2000 - December 2011
Skills
Disability Insurance, Life Insurance
Education
University of Alabama
Bachelor of Science (B.S.), Finance
Perry R Stanley Perry R Stanley's Lincoln Investment Planning Experience Financial AdvisorLincoln Investment PlanningMay 2000 - Present
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning Financial AdvisorLincoln Investment PlanningMay 2000 - Present
Copeland Companies April 1994 - January 2000
Skills
Financial Analysis, Financial Risk, IRAs
Education
University of Detroit Mercy 1977 — 1981
Bachelor of Science (B.S.), Accounting and Finance
Lincoln Investment Planning Financial AdvisorLincoln Investment PlanningMay 2000 - Present
Copeland Companies April 1994 - January 2000
Skills
Financial Analysis, Financial Risk, IRAs
Education
University of Detroit Mercy 1977 — 1981
Bachelor of Science (B.S.), Accounting and Finance
Scott Polter Scott Polter's Lincoln Investment Planning Experience 1992 - 2007
Job Chief Operating Officer and Business Development Strategist at McQueen, Ball & Associates Private Wealth Management
Industry Investment Management
Experience
McQueen, Ball & Associates 2013 - Present
Hornor Townsend & Kent 2007 - 2012
Lincoln Investment Planning 1992 - 2007
Skills
Wealth Management, Philanthropy, Investment Management, Strategic Leadership, Multi-generational..., Planned Giving, Regulatory Compliance, Relationship Management, Family Office
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance
The American College
Master of Science in Management (MSM), Organizational Leadership
McQueen, Ball & Associates 2013 - Present
Hornor Townsend & Kent 2007 - 2012
Lincoln Investment Planning 1992 - 2007
Skills
Wealth Management, Philanthropy, Investment Management, Strategic Leadership, Multi-generational..., Planned Giving, Regulatory Compliance, Relationship Management, Family Office
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance
The American College
Master of Science in Management (MSM), Organizational Leadership
Scott Strum, CFP®, AIF®, ChFC, CLTC Scott Strum, CFP®, AIF®, ChFC, CLTC's Lincoln Investment Planning Experience September 2004 - Present
Job Certified Financial Planner at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning September 2004 - Present
MassMutual Financial Group August 2003 - September 2004
Skills
Retirement Planning, Asset Management, Investments, Strategic Financial..., Fixed Annuities, Individual Pension Plans, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Securities, Life Insurance, 403 b, IRAs, Roth IRA, 529 Plans, Long Term Care Insurance, 401k Rollovers, Disability Insurance, Financial Advisory, Pensions, Long-term Care, Financial Services, FINRA
Education
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™
Shippensburg University of Pennsylvania
Bachelor of Business Administration (B.B.A.), Finance
Shippensburg University of Pennsylvania
Bachelor of Science (B.S.), Economics
The American College
Chartered Financial Consultant®
Lincoln Investment Planning September 2004 - Present
MassMutual Financial Group August 2003 - September 2004
Skills
Retirement Planning, Asset Management, Investments, Strategic Financial..., Fixed Annuities, Individual Pension Plans, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Securities, Life Insurance, 403 b, IRAs, Roth IRA, 529 Plans, Long Term Care Insurance, 401k Rollovers, Disability Insurance, Financial Advisory, Pensions, Long-term Care, Financial Services, FINRA
Education
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™
Shippensburg University of Pennsylvania
Bachelor of Business Administration (B.B.A.), Finance
Shippensburg University of Pennsylvania
Bachelor of Science (B.S.), Economics
The American College
Chartered Financial Consultant®
Sally Renk Sally Renk's Lincoln Investment Planning Experience August 2010 - Present
Job Financial Advisor at Lincoln Investment Planning, Inc.
Industry Investment Management
Experience
Lincoln Investment Planning August 2010 - Present
Great American Advisors, Inc. 2004 - 2010
Ameriprise Financial Services, Inc. 2004 - 2004
Laser Works, LLC 1992 - 2004
Skills
Retirement Planning, Investment Advisory, Stocks, Bonds, ETFs, Mutual Funds, Annuities, Traditional IRA, Roth IRA, 403 b, 401(k) Plans, 401k Rollovers, SEPs & SIMPLEs, Series 7, Series 66, Licensed Life & Health..., Strategic Financial..., Financial Advisory
Education
Wright State University 2002 — 2004
Bachelor of Science in Business (B.S.B.), Finance with a concentration in Financial Planning, Suma Cum Laude
Southern State Community College 1999 — 2002
Associate of Arts (AA), Transfer Module
Lincoln Investment Planning August 2010 - Present
Great American Advisors, Inc. 2004 - 2010
Ameriprise Financial Services, Inc. 2004 - 2004
Laser Works, LLC 1992 - 2004
Skills
Retirement Planning, Investment Advisory, Stocks, Bonds, ETFs, Mutual Funds, Annuities, Traditional IRA, Roth IRA, 403 b, 401(k) Plans, 401k Rollovers, SEPs & SIMPLEs, Series 7, Series 66, Licensed Life & Health..., Strategic Financial..., Financial Advisory
Education
Wright State University 2002 — 2004
Bachelor of Science in Business (B.S.B.), Finance with a concentration in Financial Planning, Suma Cum Laude
Southern State Community College 1999 — 2002
Associate of Arts (AA), Transfer Module
Carl Thoenen Carl Thoenen's Lincoln Investment Planning Experience August 2010 - Present
Job Investment Advisor Representative at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning August 2010 - Present
Great American Advisors October 1996 - July 2010
Education
Truman State University 1988 — 1992
BS, Finance
Westminster Christian Academy
Lincoln Investment Planning August 2010 - Present
Great American Advisors October 1996 - July 2010
Education
Truman State University 1988 — 1992
BS, Finance
Westminster Christian Academy
Susan Hurr-Nanoski Susan Hurr-Nanoski's Lincoln Investment Planning Experience January 2010 - October 2010
Job Section Manager at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing October 2010 - Present
Lincoln Investment Planning January 2010 - October 2010
PNC Global Investment Servicing July 1997 - July 2009
Skills
Financial Services, Mutual Funds, Relationship Management, Investments, Asset Management, Fixed Income, Securities, Process Improvement, Risk Management
Education
Temple University 1986 — 1991
BNY Mellon Asset Servicing October 2010 - Present
Lincoln Investment Planning January 2010 - October 2010
PNC Global Investment Servicing July 1997 - July 2009
Skills
Financial Services, Mutual Funds, Relationship Management, Investments, Asset Management, Fixed Income, Securities, Process Improvement, Risk Management
Education
Temple University 1986 — 1991
Beth Marotta Larson Beth Marotta Larson's Lincoln Investment Planning Experience April 2013 - Present
Job Strategic Marketing, Brand Development and Relationship Building
Industry Financial Services
Experience
Billtrust February 2015 - Present
Lincoln Investment Planning April 2013 - Present
Marketing Consultant August 2010 - December 2013
Hunter-Ross, LLC January 2012 - May 2013
NJ Economic Development Authority October 2006 - July 2010
Fedders Corporation December 2003 - October 2006
PFS Marketwyse October 2002 - December 2003
Burton Luke PR May 2002 - October 2002
American Standard March 1998 - October 2001
Rosenbluth International April 1994 - February 1998
Skills
Series 6, Series 65, Series 63, 403 b, Mutual Funds, 401k Rollovers, Personal Financial..., Marketing Communications, Integrated Marketing, Marketing Strategy, Lead Generation, Marketing Management, Public Relations, Product Marketing, Business Development, Social Media, Marketing, Brand Management, Advertising Management, Direct Marketing, Advertising, Email Marketing, Leadership, B2B, Market Planning, Management, Digital Strategy, Online Marketing
Education
Drexel University 1991 — 1993
MS
The College of New Jersey 1986 — 1991
BA
Wildwood High School
Billtrust February 2015 - Present
Lincoln Investment Planning April 2013 - Present
Marketing Consultant August 2010 - December 2013
Hunter-Ross, LLC January 2012 - May 2013
NJ Economic Development Authority October 2006 - July 2010
Fedders Corporation December 2003 - October 2006
PFS Marketwyse October 2002 - December 2003
Burton Luke PR May 2002 - October 2002
American Standard March 1998 - October 2001
Rosenbluth International April 1994 - February 1998
Skills
Series 6, Series 65, Series 63, 403 b, Mutual Funds, 401k Rollovers, Personal Financial..., Marketing Communications, Integrated Marketing, Marketing Strategy, Lead Generation, Marketing Management, Public Relations, Product Marketing, Business Development, Social Media, Marketing, Brand Management, Advertising Management, Direct Marketing, Advertising, Email Marketing, Leadership, B2B, Market Planning, Management, Digital Strategy, Online Marketing
Education
Drexel University 1991 — 1993
MS
The College of New Jersey 1986 — 1991
BA
Wildwood High School
Harold Hill Harold Hill's Lincoln Investment Planning Experience 1993 - Present
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning 1993 - Present
Skills
Fixed Annuities, Long-term Care, Strategic Financial..., Insurance, Portfolio Management, Retirement Planning, Mutual Funds, Series 63, IRAs, Advisory Services and...
Education
University of Delaware 1975 — 1979
Bachelor of Arts (BA), Political Science and Government
AOB 4-80, and Room mate
Lincoln Investment Planning 1993 - Present
Skills
Fixed Annuities, Long-term Care, Strategic Financial..., Insurance, Portfolio Management, Retirement Planning, Mutual Funds, Series 63, IRAs, Advisory Services and...
Education
University of Delaware 1975 — 1979
Bachelor of Arts (BA), Political Science and Government
AOB 4-80, and Room mate
Tristan Talley's Lincoln Investment Planning Experience June 1999 - March 2006
Job Vice President of Wealth Management at Bukaty Companies
Industry Financial Services
Experience
Bukaty Companies August 2005 - Present
Bukaty Companies-Beckett & Taylor Agency 2005 - Present
LPL Financial 2010 - 2014
LPL Financial 2010 - 2014
Lincoln Investment Planning June 1999 - March 2006
Skills
Retirement Planning, 401k, Disability Insurance, Insurance, Wealth Management, Life Insurance, Retirement, Alternative Investments, Health Insurance, Employee Benefits, Series 63, Pensions, Investments, Portfolio Management, Qualified Retirement..., Investment Advisory, Asset Allocation, Investment Strategies, Risk Management
Education
The University of Kansas 1993 — 1999
BS, Business & Economics
High School 1990 — 1993
Bukaty Companies August 2005 - Present
Bukaty Companies-Beckett & Taylor Agency 2005 - Present
LPL Financial 2010 - 2014
LPL Financial 2010 - 2014
Lincoln Investment Planning June 1999 - March 2006
Skills
Retirement Planning, 401k, Disability Insurance, Insurance, Wealth Management, Life Insurance, Retirement, Alternative Investments, Health Insurance, Employee Benefits, Series 63, Pensions, Investments, Portfolio Management, Qualified Retirement..., Investment Advisory, Asset Allocation, Investment Strategies, Risk Management
Education
The University of Kansas 1993 — 1999
BS, Business & Economics
High School 1990 — 1993
Jeffrey Smith, CFP®'s Lincoln Investment Planning Experience January 2005 - Present
Job Financial Advisor at Lincoln Investment Planning
Industry Investment Management
Experience
Lincoln Investment Planning January 2005 - Present
Lincoln Investment Planning, Inc. March 1992 - Present
KMEL-FM, KFOG-FM, San Francisco, Ca. 1985 - 1992
Skills
Investments, Mutual Funds, Financial Planning, Series 7, Insurance, Portfolio Management, Asset Managment, Retirement Planning, Asset Allocation
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
Lincoln Investment Planning January 2005 - Present
Lincoln Investment Planning, Inc. March 1992 - Present
KMEL-FM, KFOG-FM, San Francisco, Ca. 1985 - 1992
Skills
Investments, Mutual Funds, Financial Planning, Series 7, Insurance, Portfolio Management, Asset Managment, Retirement Planning, Asset Allocation
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
John Higgins Jr. John Higgins Jr.'s Lincoln Investment Planning Experience October 2010 - December 2012
Job Marketing Project Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors August 2015 - Present
Lincoln Financial Distributors February 2013 - August 2015
Lincoln Investment Planning October 2010 - December 2012
United States Marine Corps Reserve July 2005 - July 2011
Skills
Leadership, Social Media Marketing, Microsoft Office, Digital Marketing, Morningstar Principia, IBM AS/400, Firefighter I & II, Marketing Research, CRM, Salesforce.com
Education
Temple University - Fox School of Business and Management 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Wissahickon High School
Lincoln Financial Distributors August 2015 - Present
Lincoln Financial Distributors February 2013 - August 2015
Lincoln Investment Planning October 2010 - December 2012
United States Marine Corps Reserve July 2005 - July 2011
Skills
Leadership, Social Media Marketing, Microsoft Office, Digital Marketing, Morningstar Principia, IBM AS/400, Firefighter I & II, Marketing Research, CRM, Salesforce.com
Education
Temple University - Fox School of Business and Management 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Wissahickon High School
Jerry Burhop, CFA®, CIPM® Jerry Burhop, CFA®, CIPM®'s Lincoln Investment Planning Experience March 1999 - 2002
Job Vice President and Portfolio Manger at Capital Anlaysts/Lincoln Investment
Industry Financial Services
Experience
Capital Analysts/Lincoln Investment 2002 - Present
Lincoln Investment Planning March 1999 - 2002
The Vanguard Group 1997 - 1999
The Vanguard Group 1996 - 1997
Budget Rent a Car 1994 - 1996
AGENCY RENT-A-CAR 1988 - 1994
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Financial Services, Due Diligence, Asset Allocation, Financial Markets
Education
Temple University 1995 — 1998
MBA, Finance
University of Wisconsin-Madison 1982 — 1988
BS, Agricultural Journalism/Advertising
Capital Analysts/Lincoln Investment 2002 - Present
Lincoln Investment Planning March 1999 - 2002
The Vanguard Group 1997 - 1999
The Vanguard Group 1996 - 1997
Budget Rent a Car 1994 - 1996
AGENCY RENT-A-CAR 1988 - 1994
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Financial Services, Due Diligence, Asset Allocation, Financial Markets
Education
Temple University 1995 — 1998
MBA, Finance
University of Wisconsin-Madison 1982 — 1988
BS, Agricultural Journalism/Advertising
Bryan Alsbury's Lincoln Investment Planning Experience May 2013 - Present
Job Financial Representative at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning May 2013 - Present
Northwestern Mutual July 2012 - April 2013
Ames Community Bank June 2008 - July 2010
Education
University of Iowa 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Lincoln Investment Planning May 2013 - Present
Northwestern Mutual July 2012 - April 2013
Ames Community Bank June 2008 - July 2010
Education
University of Iowa 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
CRAIG D. SNAVELY, ChFC®, CLU®, CASL®'s Lincoln Investment Planning Experience August 2011 - December 2012
Job Insurance & Financial Advisor at Snavely Financial Group, LLC
Industry Financial Services
Experience
Snavely Financial Group, LLC. January 2011 - Present
Cambridge Investment Research January 2013 - Present
Lincoln Investment Planning August 2011 - December 2012
Farmers Insurance Group of Companies September 2005 - December 2010
Allegiant/National City Bank February 2002 - August 2005
New England Financial, A MetLife Company December 1998 - 2001
Farmers Insurance Group of Companies September 1977 - December 1998
Skills
Strategic Financial..., Estate Planning, Risk Management, Retirement Planning, Disability Insurance, Pensions, Small Business, Home/Condo/Renters/Landl..., Auto Insurance, IRAs, Retirement Income, Commercial Insurance, Long-term Care, Workers Compensation, Life Insurance, Mortgage Protection, Pension Max., 401k, 401k Rollovers, SEP IRA, Simple IRA, 403 b, 457 Plans, Education Funding, Investments, Stock Management, Fixed/Variable/Index..., Medicare Supplements, Medicare Advantage, Insurance, Financial Services, Fixed Annuities, Term Life Insurance, Wealth
Education
The American College 2003 — 2012
Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor of Senior Living
Southeast Missouri State University 1973 — 1976
General Studies
Pattonville High 1969 — 1973
High School
Snavely Financial Group, LLC. January 2011 - Present
Cambridge Investment Research January 2013 - Present
Lincoln Investment Planning August 2011 - December 2012
Farmers Insurance Group of Companies September 2005 - December 2010
Allegiant/National City Bank February 2002 - August 2005
New England Financial, A MetLife Company December 1998 - 2001
Farmers Insurance Group of Companies September 1977 - December 1998
Skills
Strategic Financial..., Estate Planning, Risk Management, Retirement Planning, Disability Insurance, Pensions, Small Business, Home/Condo/Renters/Landl..., Auto Insurance, IRAs, Retirement Income, Commercial Insurance, Long-term Care, Workers Compensation, Life Insurance, Mortgage Protection, Pension Max., 401k, 401k Rollovers, SEP IRA, Simple IRA, 403 b, 457 Plans, Education Funding, Investments, Stock Management, Fixed/Variable/Index..., Medicare Supplements, Medicare Advantage, Insurance, Financial Services, Fixed Annuities, Term Life Insurance, Wealth
Education
The American College 2003 — 2012
Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor of Senior Living
Southeast Missouri State University 1973 — 1976
General Studies
Pattonville High 1969 — 1973
High School
Ahmad Farighi Ahmad Farighi's Lincoln Investment Planning Experience July 2008 - Present
Job Senior Programmer Analyst at Lincoln Investment
Industry Computer Software
Experience
Lincoln Investment August 2015 - Present
Lincoln Investment Planning July 2008 - Present
Lincoln Investment Planning December 2005 - June 2008
THERMO ELECTRON CORPORATION August 2004 - December 2005
Skills
SDLC, Testing, Software Documentation, Process Improvement, Analysis, HTML, Access, Microsoft SQL Server, Programming, Project Management, Access Database, Data Analysis, Microsoft Office, Business Analysis, Business Process, Databases, SharePoint, Quality Assurance, Program Management, Training, Requirements Analysis, Business Intelligence, SQL, Crystal Reports, System Administration, VB.NET, Business Process..., Visual Basic, Vendor Management, Troubleshooting, Software Development, Integration
Education
Temple University 1999 — 2004
IT, Information Science & Technology
Lincoln Investment August 2015 - Present
Lincoln Investment Planning July 2008 - Present
Lincoln Investment Planning December 2005 - June 2008
THERMO ELECTRON CORPORATION August 2004 - December 2005
Skills
SDLC, Testing, Software Documentation, Process Improvement, Analysis, HTML, Access, Microsoft SQL Server, Programming, Project Management, Access Database, Data Analysis, Microsoft Office, Business Analysis, Business Process, Databases, SharePoint, Quality Assurance, Program Management, Training, Requirements Analysis, Business Intelligence, SQL, Crystal Reports, System Administration, VB.NET, Business Process..., Visual Basic, Vendor Management, Troubleshooting, Software Development, Integration
Education
Temple University 1999 — 2004
IT, Information Science & Technology
Curt Hartranft's Lincoln Investment Planning Experience 1985 - 2002
Job Audit Manager at BBD, LLP
Industry Accounting
Experience
BBD, LLP December 2008 - Present
Tait, Weller & Baker December 2003 - December 2008
Wachovia Bank, NA August 2002 - December 2003
Lincoln Investment Planning 1985 - 2002
Skills
Financial Reporting, Financial Accounting, Accounting, Account Reconciliation, GAAP, Transfer Agency, Mutual Funds, Fund Accounting, Fund Administration, Fund Of Funds, Auditing, US GAAP, Financial Statements, Hedge Funds, Financial Analysis, Internal Controls, Financial Services, Finance
Education
Temple University 1980 — 1984
BBA, Accounting
BBD, LLP December 2008 - Present
Tait, Weller & Baker December 2003 - December 2008
Wachovia Bank, NA August 2002 - December 2003
Lincoln Investment Planning 1985 - 2002
Skills
Financial Reporting, Financial Accounting, Accounting, Account Reconciliation, GAAP, Transfer Agency, Mutual Funds, Fund Accounting, Fund Administration, Fund Of Funds, Auditing, US GAAP, Financial Statements, Hedge Funds, Financial Analysis, Internal Controls, Financial Services, Finance
Education
Temple University 1980 — 1984
BBA, Accounting
Nick Forst Nick Forst's Lincoln Investment Planning Experience February 2013 - Present
Job Junior Compliance Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning February 2013 - Present
Lincoln Investment Planning February 2010 - February 2013
Skills
Series 7, Series 6, Series 26, Series 24, Series 66, Mutual Funds, Investments, Securities, Strategic Financial..., Equities, Asset Management, Fixed Annuities, Retirement Planning, Uniform Combined State..., Wealth Management, Retirement, FINRA, Risk Management
Education
University of Miami 1998 — 2002
Bachelor's degree, Communications and Psychology
Lincoln Investment Planning February 2013 - Present
Lincoln Investment Planning February 2010 - February 2013
Skills
Series 7, Series 6, Series 26, Series 24, Series 66, Mutual Funds, Investments, Securities, Strategic Financial..., Equities, Asset Management, Fixed Annuities, Retirement Planning, Uniform Combined State..., Wealth Management, Retirement, FINRA, Risk Management
Education
University of Miami 1998 — 2002
Bachelor's degree, Communications and Psychology
Jenson Jose Jenson Jose's Lincoln Investment Planning Experience November 2012 - Present
Job Analyst, Branch Development at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning November 2012 - Present
Janney Montgomery Scott July 2008 - November 2012
Skills
Series 6, Business Valuation, Business Analysis, Business Development, Business Strategy
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor's degree, Finance
Lincoln Investment Planning November 2012 - Present
Janney Montgomery Scott July 2008 - November 2012
Skills
Series 6, Business Valuation, Business Analysis, Business Development, Business Strategy
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor's degree, Finance
Frank A. Haentschke Frank A. Haentschke's Lincoln Investment Planning Experience January 2013 - Present
Job Financial Advisor at Lincoln Investment Planning, Inc. Investment Advisor Representative at Hendershot Financial Group
Industry Financial Services
Experience
Lincoln Investment Planning January 2013 - Present
NewsUSA, Inc. March 2011 - December 2012
Reverse 1031 Financing Solutions July 2006 - March 2010
Anvil Mortgage 2005 - 2008
Wellington Financial Group, Inc. 1991 - 2005
Integrated Resources Equity Corporation March 1986 - 1991
Derand Capital Management June 1983 - February 1986
Skills
Strategic Financial..., Asset Allocation..., 403(b) Advisory, Networking, Retirement Portfolio..., Newsletters, Marketing, Strategy, Publicity, Media Relations, Team Building, Investments, Retirement Planning, Financial Services
Education
Towson University 1975 — 1979
BS, Marketing & Management
Lincoln Investment Planning January 2013 - Present
NewsUSA, Inc. March 2011 - December 2012
Reverse 1031 Financing Solutions July 2006 - March 2010
Anvil Mortgage 2005 - 2008
Wellington Financial Group, Inc. 1991 - 2005
Integrated Resources Equity Corporation March 1986 - 1991
Derand Capital Management June 1983 - February 1986
Skills
Strategic Financial..., Asset Allocation..., 403(b) Advisory, Networking, Retirement Portfolio..., Newsletters, Marketing, Strategy, Publicity, Media Relations, Team Building, Investments, Retirement Planning, Financial Services
Education
Towson University 1975 — 1979
BS, Marketing & Management
Jeffrey Bantle Jeffrey Bantle's Lincoln Investment Planning Experience April 2007 - Present
Job User Support Supervisor at Lincoln Investment Planning, Inc.
Industry Information Technology and Services
Experience
Lincoln Investment Planning April 2007 - Present
Lincoln Investment Planning June 1999 - April 2007
Education
Syracuse University 1995 — 1999
BS, Information Management and Technology
Haddon Heights High School
Haddon Heights High School
Lincoln Investment Planning April 2007 - Present
Lincoln Investment Planning June 1999 - April 2007
Education
Syracuse University 1995 — 1999
BS, Information Management and Technology
Haddon Heights High School
Haddon Heights High School
Tyler Mangum Tyler Mangum's Lincoln Investment Planning Experience October 2012 - Present
Job Advisor Consultant at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning October 2012 - Present
Lincoln Investment Planning December 2009 - October 2012
Lincoln Investment Planning June 2009 - December 2009
Skills
Series 7, Series 66, Series 6, Series 26, Business Development, Practice Management, Mutual Funds, Fee Based Business
Education
Temple University - Fox School of Business and Management 2012 — 2015
Master of Business Administration (MBA), Finance
Taylor University 2006 — 2009
B.A., Business Management
Lincoln Investment Planning October 2012 - Present
Lincoln Investment Planning December 2009 - October 2012
Lincoln Investment Planning June 2009 - December 2009
Skills
Series 7, Series 66, Series 6, Series 26, Business Development, Practice Management, Mutual Funds, Fee Based Business
Education
Temple University - Fox School of Business and Management 2012 — 2015
Master of Business Administration (MBA), Finance
Taylor University 2006 — 2009
B.A., Business Management
Robert Forish's Lincoln Investment Planning Experience February 1993 - July 2000
Job Relationship Manager Interactive Advisory Software
Industry Financial Services
Experience
Interactive Advisory Software October 2012 - Present
Independent Consulting January 2011 - September 2012
Informa Investment Solutions February 2010 - December 2010
E-Z Data, Inc. February 2008 - October 2009
Albridge, an Affiliate of Pershing October 2002 - February 2008
Brinker Capital August 2001 - September 2002
Nationwide Financial Network July 2000 - July 2001
Lincoln Investment Planning February 1993 - July 2000
Skills
Financial Services, Relationship Management, Asset Managment, Wealth Management, Sales, Portfolio Management, Asset Management, Business Analysis
Education
Temple University
B.B.A.
Interactive Advisory Software October 2012 - Present
Independent Consulting January 2011 - September 2012
Informa Investment Solutions February 2010 - December 2010
E-Z Data, Inc. February 2008 - October 2009
Albridge, an Affiliate of Pershing October 2002 - February 2008
Brinker Capital August 2001 - September 2002
Nationwide Financial Network July 2000 - July 2001
Lincoln Investment Planning February 1993 - July 2000
Skills
Financial Services, Relationship Management, Asset Managment, Wealth Management, Sales, Portfolio Management, Asset Management, Business Analysis
Education
Temple University
B.B.A.
Doug Mourne's Lincoln Investment Planning Experience June 2012 - Present
Job Surveillance and AML Compliance Officer at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 2012 - Present
Capital Analysts, Incorporated December 2007 - May 2012
Fifth Third Securities January 2002 - January 2007
Fifth Third Securities January 2000 - January 2002
Fidelity Investments October 1997 - January 2000
Skills
Series 24, Series 7, Series 63, Series 66, Series 4, Series 53
Education
University of Cincinnati
Bachelors of Business Administration, Management, Marketing
Lincoln Investment Planning June 2012 - Present
Capital Analysts, Incorporated December 2007 - May 2012
Fifth Third Securities January 2002 - January 2007
Fifth Third Securities January 2000 - January 2002
Fidelity Investments October 1997 - January 2000
Skills
Series 24, Series 7, Series 63, Series 66, Series 4, Series 53
Education
University of Cincinnati
Bachelors of Business Administration, Management, Marketing
Marc Laureano's Lincoln Investment Planning Experience June 2008 - Present
Job Supervising Principal at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 2008 - Present
Capital Analysts/Lincoln Investments June 2008 - Present
NatCity Investments May 2006 - June 2008
Fifth Third Securities Inc May 2005 - May 2006
First Tennessee Brokerage February 2004 - May 2005
First Tennessee Brokerage February 2000 - January 2004
Skills
Risk Management, Securities, Financial Risk, Bank Secrecy Act, Fraud, Series 7, Due Diligence, KYC, Mutual Funds, Wealth Management, Financial Services, Retail Banking, Series 63, Series 24, Insurance, FINRA, USA PATRIOT Act
Education
The University of Memphis 1995 — 1999
Bachelor of Business Administration, Finance
Lincoln Investment Planning June 2008 - Present
Capital Analysts/Lincoln Investments June 2008 - Present
NatCity Investments May 2006 - June 2008
Fifth Third Securities Inc May 2005 - May 2006
First Tennessee Brokerage February 2004 - May 2005
First Tennessee Brokerage February 2000 - January 2004
Skills
Risk Management, Securities, Financial Risk, Bank Secrecy Act, Fraud, Series 7, Due Diligence, KYC, Mutual Funds, Wealth Management, Financial Services, Retail Banking, Series 63, Series 24, Insurance, FINRA, USA PATRIOT Act
Education
The University of Memphis 1995 — 1999
Bachelor of Business Administration, Finance
James Eddy's Lincoln Investment Planning Experience June 2012 - Present
Job DirectorBrokerage PSF/Capitas
Industry Insurance
Experience
Lincoln Investment Planning June 2012 - Present
Pacific Southwest Financial 2005 - Present
Capitas Financial 2005 - Present
Capital Analysts, Inc May 2007 - June 2012
Skills
Life Insurance, Insurance, Long-term Care, Investments, Retirement Planning, Term Life Insurance, Estate Planning, Long Term Care Insurance, Disability Insurance, Retirement, Financial Planners, Employee Benefits, Strategic Financial..., IRAs, 401k, Series 7, Wealth Management, Mutual Funds
Education
UCLA Extension 2010 — 2010
Certificate, Personal Financial Planning, Financial Advisory
University of Nevada-Las Vegas 2000 — 2002
BS, Hotel Administration
Lincoln Investment Planning June 2012 - Present
Pacific Southwest Financial 2005 - Present
Capitas Financial 2005 - Present
Capital Analysts, Inc May 2007 - June 2012
Skills
Life Insurance, Insurance, Long-term Care, Investments, Retirement Planning, Term Life Insurance, Estate Planning, Long Term Care Insurance, Disability Insurance, Retirement, Financial Planners, Employee Benefits, Strategic Financial..., IRAs, 401k, Series 7, Wealth Management, Mutual Funds
Education
UCLA Extension 2010 — 2010
Certificate, Personal Financial Planning, Financial Advisory
University of Nevada-Las Vegas 2000 — 2002
BS, Hotel Administration
Steve Flax's Lincoln Investment Planning Experience March 2009 - Present
Job Sr. Vice President, Human Resources at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning March 2009 - Present
AFL Web Printing March 2008 - March 2009
Transamerica (formerly AEGON) 2001 - 2008
Smithkline - Beckman 1994 - 2001
Skills
Employee Benefits, 401k, Employee Relations, Health Insurance, Change Management, Recruiting, Human Resources, Organizational..., Talent Management, Employee Training, HR Policies, Mergers & Acquisitions, Payroll, Employee Engagement, Deferred Compensation, Policy, Workforce Planning, Leadership, Financial Services, Vendor Management, Leadership Development, Customer Service, Benefits Administration, Coaching, Management
Education
University of Maryland College Park
BA, Government and Politics
University of San Diego
MBA, Business Administration
Lincoln Investment Planning March 2009 - Present
AFL Web Printing March 2008 - March 2009
Transamerica (formerly AEGON) 2001 - 2008
Smithkline - Beckman 1994 - 2001
Skills
Employee Benefits, 401k, Employee Relations, Health Insurance, Change Management, Recruiting, Human Resources, Organizational..., Talent Management, Employee Training, HR Policies, Mergers & Acquisitions, Payroll, Employee Engagement, Deferred Compensation, Policy, Workforce Planning, Leadership, Financial Services, Vendor Management, Leadership Development, Customer Service, Benefits Administration, Coaching, Management
Education
University of Maryland College Park
BA, Government and Politics
University of San Diego
MBA, Business Administration
Ron Sala's Lincoln Investment Planning Experience April 1996 - March 2002
Job VP at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management April 2010 - Present
ICON Advisers January 2007 - January 2010
Icon Advisers March 2002 - January 2007
Lincoln Investment Planning April 1996 - March 2002
Skills
Mutual Funds, 401k, Asset Allocation, Asset Management, Investment Advisory, Investments, Retirement Planning, Securities, Alternative Investments, Wealth Management, Series 7
Education
University of Florida
Meeder Investment Management April 2010 - Present
ICON Advisers January 2007 - January 2010
Icon Advisers March 2002 - January 2007
Lincoln Investment Planning April 1996 - March 2002
Skills
Mutual Funds, 401k, Asset Allocation, Asset Management, Investment Advisory, Investments, Retirement Planning, Securities, Alternative Investments, Wealth Management, Series 7
Education
University of Florida
Jeffrey Slaughter's Lincoln Investment Planning Experience May 2008 - December 2008
Job Northeast Power & Gas analyst at EDF Trading
Industry Oil & Energy
Experience
EDF Trading October 2014 - Present
EDF Trading February 2013 - Present
EDF Trading December 2011 - February 2013
Merrill Lynch Commodities 2008 - December 2011
Lincoln Investment Planning May 2008 - December 2008
IUSS 2002 - 2004
Skills
Energy, Risk Management, Microsoft Excel Expert, PL/SQL
Education
University of Houston, C.T. Bauer College of Business 2005 — 2008
University of Houston, C.T. Bauer College of Business 2005 — 2008
BBA, Energy Management
Humble
EDF Trading October 2014 - Present
EDF Trading February 2013 - Present
EDF Trading December 2011 - February 2013
Merrill Lynch Commodities 2008 - December 2011
Lincoln Investment Planning May 2008 - December 2008
IUSS 2002 - 2004
Skills
Energy, Risk Management, Microsoft Excel Expert, PL/SQL
Education
University of Houston, C.T. Bauer College of Business 2005 — 2008
University of Houston, C.T. Bauer College of Business 2005 — 2008
BBA, Energy Management
Humble
Gregg Clemens's Lincoln Investment Planning Experience 1999 - 2002
Job Regional Supervisory Officer at PNC Investments
Industry Financial Services
Experience
PNC Investments February 2012 - Present
Securities America March 2008 - February 2012
Hornor, Townsend & Kent, Inc. 2002 - 2008
Penn Mutual 2002 - 2008
Lincoln Investment Planning 1999 - 2002
Education
Temple University 1993 — 1994
BA, Marketing
Bishop Kenrick 1987 — 1989
PNC Investments February 2012 - Present
Securities America March 2008 - February 2012
Hornor, Townsend & Kent, Inc. 2002 - 2008
Penn Mutual 2002 - 2008
Lincoln Investment Planning 1999 - 2002
Education
Temple University 1993 — 1994
BA, Marketing
Bishop Kenrick 1987 — 1989
Pat McKeown's Lincoln Investment Planning Experience November 2005 - September 2009
Job Retired
Industry Financial Services
Experience
Pershing May 2010 - May 2011
Lincoln Investment Planning November 2005 - September 2009
Lincoln Financial Distributors June 2003 - August 2005
Lincoln Financial Distributors June 2001 - June 2003
Delaware Investments September 1999 - June 2001
Allegheny Health 1988 - 1998
Skills
Project Management, Strategic Planning, Graphic Design, Marketing Communications, Marketing, Marketing Strategy, Advertising, Business Development, Creative Direction
Education
Temple University
M.A.
Temple University
B.S.
Pershing May 2010 - May 2011
Lincoln Investment Planning November 2005 - September 2009
Lincoln Financial Distributors June 2003 - August 2005
Lincoln Financial Distributors June 2001 - June 2003
Delaware Investments September 1999 - June 2001
Allegheny Health 1988 - 1998
Skills
Project Management, Strategic Planning, Graphic Design, Marketing Communications, Marketing, Marketing Strategy, Advertising, Business Development, Creative Direction
Education
Temple University
M.A.
Temple University
B.S.
Patrick Forst's Lincoln Investment Planning Experience October 1986 - Present
Job Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning October 1986 - Present
Liincoln Investment 1986 - Present
PricewaterhouseCoopers January 1984 - October 1986
Price Waterhouse Coopers 1984 - 1986
Skills
Series 63, Mutual Funds, Series 6, Fixed Annuities, 401k, Series 7, Wealth Management, Retirement Planning, Retirement, Uniform Combined State..., Series 65, Investments, 403 b, Risk Management, Asset Allocation, Insurance
Education
University of Scranton 1980 — 1984
Accounting
Lincoln Investment Planning October 1986 - Present
Liincoln Investment 1986 - Present
PricewaterhouseCoopers January 1984 - October 1986
Price Waterhouse Coopers 1984 - 1986
Skills
Series 63, Mutual Funds, Series 6, Fixed Annuities, 401k, Series 7, Wealth Management, Retirement Planning, Retirement, Uniform Combined State..., Series 65, Investments, 403 b, Risk Management, Asset Allocation, Insurance
Education
University of Scranton 1980 — 1984
Accounting
Michael Calloway's Lincoln Investment Planning Experience 2007 - 2008
Job Financial Advisor
Industry Investment Management
Experience
Gar Wood Securities, LLC August 2015 - Present
Park Avenue Securities August 2014 - January 2015
Quasar Trading October 2013 - August 2014
Merrill Lynch May 2011 - January 2013
Independent Derivatives and Futures Trader 2008 - 2011
Lincoln Investment Planning 2007 - 2008
Independent Futures and Derivatives 1998 - 2006
Skills
Investment Advisory, Capital Markets, Bloomberg, Investment Strategies, Wealth Management, Uniform Combined State..., Investments, Mutual Funds, Asset Management, Series 7, Retirement, Alternative Investments, Series 63, Retirement Planning, Emerging Markets, IRAs, Series 65, Fixed Annuities, Portfolio Management, Estate Planning
Education
The University of Kansas 1983 — 1990
Bachelor of General Studies, Liberal Arts and Sciences, General Studies and Humanities
University of Kansas 1983 — 1990
BGS, Liberal Arts and Sciences/Liberal Studies
Gar Wood Securities, LLC August 2015 - Present
Park Avenue Securities August 2014 - January 2015
Quasar Trading October 2013 - August 2014
Merrill Lynch May 2011 - January 2013
Independent Derivatives and Futures Trader 2008 - 2011
Lincoln Investment Planning 2007 - 2008
Independent Futures and Derivatives 1998 - 2006
Skills
Investment Advisory, Capital Markets, Bloomberg, Investment Strategies, Wealth Management, Uniform Combined State..., Investments, Mutual Funds, Asset Management, Series 7, Retirement, Alternative Investments, Series 63, Retirement Planning, Emerging Markets, IRAs, Series 65, Fixed Annuities, Portfolio Management, Estate Planning
Education
The University of Kansas 1983 — 1990
Bachelor of General Studies, Liberal Arts and Sciences, General Studies and Humanities
University of Kansas 1983 — 1990
BGS, Liberal Arts and Sciences/Liberal Studies
Daniel Safranek's Lincoln Investment Planning Experience April 1992 - Present
Job Senior Financial Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning April 1992 - Present
Lincoln Investment Planning April 1992 - Present
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Wealth Management, Investments, Asset Allocation, Fixed Annuities, Securities, Investment Advisory, Retirement, Investment Strategies
Education
State University of New York College at Cortland 1980 — 1984
BS, Economics
Lincoln Investment Planning April 1992 - Present
Lincoln Investment Planning April 1992 - Present
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Wealth Management, Investments, Asset Allocation, Fixed Annuities, Securities, Investment Advisory, Retirement, Investment Strategies
Education
State University of New York College at Cortland 1980 — 1984
BS, Economics
Ronald Sherratt's Lincoln Investment Planning Experience July 1999 - Present
Job Financial Representative at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning July 1999 - Present
Bensalem Twp. School District September 1971 - June 1999
Education
Temple University 1967 — 1970
M.Ed., Education
Bloomsburg State College 1961 — 1965
BS, Business Education
Lincoln Investment Planning July 1999 - Present
Bensalem Twp. School District September 1971 - June 1999
Education
Temple University 1967 — 1970
M.Ed., Education
Bloomsburg State College 1961 — 1965
BS, Business Education
Susan Lombardo's Lincoln Investment Planning Experience August 2002 - June 2004
Job Executive Director, Compliance Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JP Morgan Chase July 2010 - January 2014
JPMorgan Chase March 2007 - June 2010
Smith Barney June 2004 - March 2007
Lincoln Investment Planning August 2002 - June 2004
Skills
Series 7, Securities, Legal Compliance, FINRA, Asset Management, Financial Services, Series 24
Education
Seton Hall University 1994 — 1998
BS Business Administration
JPMorgan Chase February 2014 - Present
JP Morgan Chase July 2010 - January 2014
JPMorgan Chase March 2007 - June 2010
Smith Barney June 2004 - March 2007
Lincoln Investment Planning August 2002 - June 2004
Skills
Series 7, Securities, Legal Compliance, FINRA, Asset Management, Financial Services, Series 24
Education
Seton Hall University 1994 — 1998
BS Business Administration
Koziar Anna's Lincoln Investment Planning Experience November 2006 - July 2008
Job
Industry Financial Services
Experience
Duane Morris LLP October 2012 - Present
PHH Mortgage July 2008 - September 2012
Lincoln Investment Planning November 2006 - July 2008
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Duane Morris LLP October 2012 - Present
PHH Mortgage July 2008 - September 2012
Lincoln Investment Planning November 2006 - July 2008
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY