Lincoln Investment Planning, Inc.

Industry: Company

Description

Founded: 1968 Subsidiaries: Great American Advisors, Inc., Capital Analysts, Inc., Lincoln Investment Planning, Inc, Asset Management arm

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Lincoln Investment Planning, Inc. Employees

Employee
Years
Job
Industry
Ashley Rosen Ashley Rosen Fort Myers, Florida Area Details
Ashley Rosen's Lincoln Investment Planning, Inc. Experience May 2012 - January 2013
Job Law Enforcement Communications
Industry Government Relations
Experience
Sheriff Office  2015 - Present
The Mutual Fund Store  January 2014 - January 2015
Four Points by Sheraton Pittsburgh North  January 2013 - May 2014
Lincoln Investment Planning, INC.   May 2012 - January 2013

Skills
Client Services, Communication, Political Science, Writing, Customer Interaction, Telecommunications, Debate, Corporate Social..., Social Media, Professional...

Education
Southern New Hampshire University   2014 — 2016
Master's degree, Terrorism and Counterterrorism Operations, Homeland Security

Slippery Rock University of Pennsylvania   2008 — 2012
Bachelor's degree, Political Science

Chad DeVore, CRPC®, CRPS® Chad DeVore, CRPC®, CRPS® Miami/Fort Lauderdale Area Details
Chad DeVore, CRPC®, CRPS®'s Lincoln Investment Planning, Inc. Experience April 2013 - July 2015
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Investment Planning, Inc.   April 2013 - July 2015
Merrill Lynch  February 2011 - December 2012
American General Life Companies  December 2006 - February 2011

Skills
Life Insurance, Financial Planners, 401k Rollovers, Wealth Management, Sales Management, Qualified Retirement..., Retirement Plan..., Chartered Retirement..., Estate Planning, Stock Trading, Variable Annuities, Strategic Financial..., 401k, IRAs, SEP IRA, Managed Money, Bonds, Portfolio Management, Asset Management, Fixed Income Strategies, Stocks, Investment Brokerage, Investment Advisory, Financial Advisory, Simple IRA, Roth IRA, Mutual Funds, Long Term Care Insurance, 529 Plans, Money Management, Financial Services, Financial Markets, Cash Management, retirement plan, Bond Markets, Equity Trading, ETFs, Charitable Trusts, Employee Benefits, Voluntary Employee..., Real Estate, Real Estate License, Employee Wellness

Education
Florida Atlantic University   2015 — 2017
Master of Business Administration (M.B.A.), Finance, General

Slippery Rock University of Pennsylvania   2000 — 2004
Bachelor of Science, Business Marketing

Harry Hinkle Jr Harry Hinkle Jr Greater Philadelphia Area Details
Harry Hinkle Jr's Lincoln Investment Planning, Inc. Experience June 2008 - July 2008
Job Owner at HagglingHarry
Industry Financial Services
Experience
HagglingHarry   July 2011 - Present
Pershing Managed Account Solutions  December 2010 - Present
Pershing Managed Account Solutions  December 2010 - Present
Harry's Personal Training   January 2010 - Present
Harry's General Contracting   October 2009 - Present
Pershing Managed Account Solutions  October 2008 - Present
The Bank of New York  October 2008 - December 2010
Lincoln Investment Planning, Inc  June 2008 - July 2008
AGC Chemicals, Inc   March 2005 - June 2008
AGC Chemicals Americas Inc.  May 2001 - June 2008

Skills
Process Improvement, Quality Assurance, Six Sigma, Operations Management, Product Development, Project Management, Software Documentation, Manufacturing, Strategic Planning, Quality Management, Continuous Improvement, Change Management

Education
Immaculata University   2009 — 2011
Bachelor of Arts (B.A.), Organizational Dynamics

Immaculata University
B.A, Organizational Dynamics

Delaware County Community College   2003 — 2005
Associate of Arts (A.A.), General Studies

Delaware County Community College
A.S, General Studies

JohnEdd Brown JohnEdd Brown Winfield, Illinois Details
JohnEdd Brown's Lincoln Investment Planning, Inc. Experience December 2012 - July 2014
Job Independent Registered Representative at Self employed
Industry Financial Services
Experience
Self employed  August 2014 - Present
Lincoln Investment Planning, Inc.   December 2012 - July 2014
Self Employed  January 2008 - November 2012
Self employed  January 2008 - November 2012
Medical Practice Management Group   January 2004 - December 2007
AstraZeneca  January 1995 - December 2003
Struthers Dunn, Inc.   January 1990 - January 1995

Skills
Social Media, Social Media Marketing, Email Marketing, Advertising, Online Advertising, Graphic Design, SEO, Web Design, Photoshop

Education
DePaul University   1972 — 1975
Bachelor of Arts (B.A.), English Language and Literature, General

DePaul University   1972 — 1975
Bachelor of Arts (B.A.), English Literature and Business

DePaul University
BA, English Literature

St. Joseph’s University
Marketing MBA, Marketing

Barbara F. Robins Barbara F. Robins Greater Detroit Area Details
Barbara F. Robins's Lincoln Investment Planning, Inc. Experience 2010 - Present
Job Financial Representative, Investment Advisor Representative
Industry Financial Services
Experience
Consolidated Financial Corporation   1994 - Present
Lincoln Investment Planning, Inc.   2010 - Present
Great American Advisors, Inc.   1994 - 2010

Skills
Investments, Investment Advisory, Retirement Planning, Insurance, IRAs, 401k Rollovers, Wealth Accumulation, Mutual Funds, Stocks, Bonds, Annuities, Employer Plans, College Funding, Series 7, 66, 6 and 63, FINRA

Education
University of Michigan
Bachelor of Science (B.S.)

Scott Wands Scott Wands Greater New York City Area Details
Scott Wands's Lincoln Investment Planning, Inc. Experience April 2010 - Present
Job Financial professional at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning, Inc  April 2010 - Present

Skills
Retirement Planning, Financial Planning, Series 7, Finance, Investments, Fixed Annuities, Budgets, Series 63, Wealth Management, Mutual Funds

Education
Drew University
BA

Jamie Burr Jamie Burr Greater New York City Area Details
Jamie Burr's Lincoln Investment Planning, Inc. Experience March 2011 - Present
Job Financial Advisor at Lincoln Investment Planning, Inc.
Industry Retail
Experience
Lincoln Investment Planning, Inc.   March 2011 - Present
Uniformity  October 2000 - June 2008
David Burr, Inc.   October 1978 - September 2000

Skills
Merchandising, Strategic Planning, Management, Sales, Strategy, Entrepreneurship, Negotiation, Forecasting, Team Building, Sales Management, Marketing, New Business Development, Customer Service, Budgets, Finance, Inventory Management, Retail, Business Development, Business Strategy, Analysis, Financial Analysis

Education
Cornell University - Johnson Graduate School of Management   1975 — 1975
MBA, Finance, Marketing

Cornell University   1970 — 1974
BS, Operations Research

J Mark Curry J Mark Curry Gallipolis, Ohio Details
J Mark Curry's Lincoln Investment Planning, Inc. Experience January 2011 - Present
Job CERTIFIED FINANCIAL PLANNER™ professional.
Industry Financial Services
Experience
Lincoln Investment Planning, Inc  January 2011 - Present
The Wiseman Agency, Inc   January 1984 - Present

Skills
Employee Benefit..., Certified Financial..., Insurance, Risk Management, Investments, Financial Analysis, Strategic Planning, Disability Insurance

Education
The Ohio State University   1976 — 1981
BS, Economics

Shlomo (Steven) Hoffman, CFP®, ChFC Shlomo (Steven) Hoffman, CFP®, ChFC Greater Boston Area Details
Shlomo (Steven) Hoffman, CFP®, ChFC's Lincoln Investment Planning, Inc. Experience January 2002 - December 2008
Job Financial Advisor, LPL Financial at The Patriot Financial Group
Industry Financial Services
Experience
The Patriot Financial Group  February 2009 - Present
Lincoln Investment Planning, Inc.   January 2002 - December 2008

Skills
Retirement Planning, Investments, Insurance, Employee Benefits, Portfolio Management, Securities, Financial Analysis, Finance, Financial Services, Small Business, Management, Analysis, Financial Planners, Financial Advisory, 401k

Education
Brandeis University   1998 — 2002
Bachelor of Arts, Economics

Gush Etzion   1997 — 1998

Maimonides School   1993 — 1997
High School

Neal J. Solomon, CFP®, CLU, ChFC, CASL Neal J. Solomon, CFP®, CLU, ChFC, CASL Saratoga Springs, New York Details
Neal J. Solomon, CFP®, CLU, ChFC, CASL's Lincoln Investment Planning, Inc. Experience March 1988 - December 2004
Job Managing Director at WealthPro®, LLC – an accomplished financial professional with diverse experience and interests.
Industry Financial Services
Experience
WealthPro ®, LLC (Registered Investment Advisory)   June 2003 - Present
Certified Financial Planner Board of Standards, Inc. ("CFP Board")[   January 2015 - Present
The Strategic Financial Alliance, Inc. (Member FINRA/SIPC) (also known as "The SFA")   January 2005 - Present
Hearing Care Resources, LLC   July 2009 - Present
Financial Planning Association (FPA)   1987 - Present
Neal J. Solomon, CFP®, CLU, ChFC, CASL   January 1999 - Present
SoloStorm Enterprises (sm)   July 1983 - Present
SFA Holdings, Inc.   November 2007 - May 2015
The Journal of Financial Planning   July 2001 - December 2014
Lincoln Investment Planning, Inc.   March 1988 - December 2004

Skills
Financial Planning, Asset Management, Investment Advisory, Insurance, Securities, Investments, Mutual Funds, Retirement Planning, Estate Planning, Asset Allocation, Wealth Management, Financial Advisory, Portfolio Management, 401k, Retirement, Risk Management, Wealth, Pensions, Annuities, Investment Strategies, Small Business, Alternative Investments, Long Term Care, Employee Benefits, Business Strategy, Public Speaking, Financial Management

Education
The American College
CLU, Human Life Values, Risk Management, Taxation

The American College
ChFC, Personal Financial Management, Finance, Economics, Investments, Risk Mangement, Taxation

College for Financial Planning
CFP, Personal Finance, Financial Counseling, Finance, Economics, Investments, Risk Management, Taxation

State University of New York College at Potsdam   1979 — 1983
BA, Liberal Arts

The American College
CASL, Chartered Advisor for Senior Living

Joe Comerford AIF® Joe Comerford AIF® Greater Philadelphia Area Details
Joe Comerford AIF®'s Lincoln Investment Planning, Inc. Experience January 2013 - Present
Job Financial Representative at Lincoln Investment Planning Inc.
Industry Financial Services
Experience
Lincoln Investment Planning Inc.  January 2013 - Present
MetLife Resources  March 2005 - December 2012
Neshaminy Group   March 1984 - June 2003

Skills
401k, Financial Services, Retirement Planning, Mutual Funds, Finance, Small Business

Education
Penn State University   1979 — 1983
Bachelors of Business Administration, Major Accounting Minor Economics

Rebekah Rutherford Rebekah Rutherford Boca Raton, Florida Details
Rebekah Rutherford's Lincoln Investment Planning, Inc. Experience August 2010 - July 2012
Job Director of Compliance at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   July 2012 - Present
Lincoln Investment Planning, Inc.   August 2010 - July 2012
Great American Advisors, Inc.   August 2008 - August 2010
Fifth Third Securities  August 2005 - August 2008

Education
Miami University   1999 — 2004
B.S. in Business Administration, Finance

Vince Spallone Vince Spallone Tampa/St. Petersburg, Florida Area Details
Vince Spallone's Lincoln Investment Planning, Inc. Experience September 2011 - 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

John M. Natale, CLU®, ChFC®, AIF® John M. Natale, CLU®, ChFC®, AIF® Greater Philadelphia Area Details
John M. Natale, CLU®, ChFC®, AIF®'s Lincoln Investment Planning, Inc. Experience September 1997 - Present
Job Regional Vice President
Industry Financial Services
Experience
Lincoln Investment Planning, Inc.   September 1997 - Present
St. Joseph's Preparatory School   July 2011 - Present
New Jersey Coalition for Financial Education   January 2011 - June 2015
Junior Achievement of New Jersey  August 1998 - June 2015
Karr Barth Associates  August 1980 - September 1997

Education
Saint Joseph's University   1973 — 1977
Bachelor of Science (B.S.), Accounting

St. Joseph's Preparatory School   1968 — 1972

The American College
Chartered Financial Consultant

The American College
Chartered Life Underwriter

Jeffrey Smith, CFP® Jeffrey Smith, CFP® Greater Chicago Area Details
Jeffrey Smith, CFP®'s Lincoln Investment Planning, Inc. Experience March 1992 - 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

Steve Schultz Steve Schultz Greater Philadelphia Area Details
Steve Schultz's Lincoln Investment Planning, Inc. Experience 2014 - Present
Job Financial Advisor at Lincoln Investment Planning, Inc.
Industry Financial Services
Experience
Lincoln Investment Planning, Inc.   2014 - Present
Spectrum a Herman Miller Dealer  2013 - 2014
WorkflowOne  2009 - December 2012
IKON Office Solutions  2005 - 2009
Staples  2003 - 2005
Office Depot  2002 - 2004
OfficeMax  1994 - 2002
OfficeMax  1994 - 2002
Boise Cascade (OfficeMax)   1994 - 2002

Education
Elizabethtown College   1990 — 1994
BA, Business Administration and Marketing with a minor in Psychology

Wissahickon   1987 — 1990

Amanda Funson Amanda Funson Bloomsburg, Pennsylvania Details
Amanda Funson's Lincoln Investment Planning, Inc. Experience December 2001 - January 2003
Job Project Manager, Finance and Contracts in Research
Industry Hospital & Health Care
Experience
Geisinger Health System  February 2015 - Present
Premier Designs  October 2011 - Present
Geisinger Health System  November 2003 - Present
Fay's/Eckerd/Rite Aid Pharmacy   October 1995 - February 2004
Geisinger Health Plan Pharmacy Services   January 2003 - November 2003
Lincoln Investment Planning, Inc  December 2001 - January 2003
Haddon Craftsman Inc   May 2000 - August 2000

Education
Susquehanna University   1997 — 2001
BS in Business Administration, Finance

Nicole Briggs Nicole Briggs Greater Philadelphia Area Details
Nicole Briggs's Lincoln Investment Planning, Inc. Experience May 2013 - September 2014
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

John Schu John Schu Greater Philadelphia Area Details
John Schu's Lincoln Investment Planning, Inc. Experience April 1982 - Present
Job Sr. Vice President, Branch Development at Lincoln Investment Planning, Inc.
Industry Financial Services
Experience
Lincoln Investment Planning, Inc.   April 1982 - Present

Education
Temple University

Sarah Eynon Sarah Eynon Scranton, Pennsylvania Area Details
Sarah Eynon's Lincoln Investment Planning, Inc. Experience June 1999 - October 2001
Job Program Manager, President's Business Council at University of Scranton
Industry Marketing and Advertising
Experience
University of Scranton  September 2014 - Present
Alchemy Home Company   January 2012 - Present
Consultant  2007 - Present
The Commonwealth Medical College  June 2013 - January 2014
Nexus Hospitality Management, LLC   January 2012 - December 2012
Times Shamrock  October 2009 - January 2012
Times Shamrock  June 2005 - April 2010
Cleverfish Media Inc   June 2005 - June 2006
Lincoln Investment Planning Inc  June 1999 - October 2001

Skills
Project Management, Event Planning, Event Marketing, Advertising, Social Media, Public Relations, Social Media Marketing, Marketing Strategy, Social Networking, Event Management, Press Releases, Marketing Communications, Marketing, Online Advertising, Email Marketing, SEO, Graphic Design, Public Speaking, Editing, Copywriting, Sales, Facebook, Strategic Planning, Team Building, Budgets, Leadership, Project Planning, Business Planning, Customer Service, Nonprofits, Fundraising, Management, Competitive Analysis, Lead Generation, Online Marketing, Community Outreach, Marketing Management, Brand Development, Direct Marketing, Small Business, Entrepreneurship, Account Management, Coaching, Data Analysis, Digital Marketing, Market Planning, Market Research, New Business Development, Newsletters, Training

Education
Keller Graduate School of Management   2009 — 2011
Masters, Project Management

Philadelphia Biblical University   1996 — 2001
BS, Biblical Theology

Cairn University   1996 — 2000
BS, Business Administration

Michelle J. Ross Michelle J. Ross Greater Philadelphia Area Details
Michelle J. Ross's Lincoln Investment Planning, Inc. Experience 1996 - 2004
Job Vice President, Compliance Training Director at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A.   February 2015 - Present
Temple University  January 2013 - Present
ParenteBeard Wealth Management, LLC   January 2011 - December 2014
Curtis Securities, LLC   February 2010 - December 2014
Baker Tilly Virchow Krause, LLP (formerly ParenteBeard)   November 2009 - December 2014
SEC Compliance Consultants, Inc.   2008 - 2008
Penn Mutual/HTK, Inc.   2004 - 2008
Lincoln Investment Planning, Inc.   1996 - 2004
Vanguard  1993 - 1996
Prudential  1987 - 1993

Skills
Internal Audit, Mutual Funds, Operations Management, Compliance, FINRA, Auditing, Securities, Series 24, Internal Controls, Corporate Governance, Investment Advisory, Hedge Funds, Risk Management, Investments, Budgets, Enterprise Risk..., Series 7, Insurance, Financial Services, Training, Employee Benefits, Policy, Leadership

Education
La Salle University
MBA, Management

University of Virginia
BA, Math

John Nuber, CFA John Nuber, CFA Watertown, New York Details
John Nuber, CFA's Lincoln Investment Planning, Inc. Experience April 2010 - September 2011
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  November 2011 - Present
Lincoln Investment Planning Inc  April 2010 - September 2011
Quest Patent Research Corporation   December 2007 - March 2010
Assent LLC  January 2003 - November 2007

Education
Colgate University   1998 — 2002
BA, Economics/Political Science

Ted Marquardt Ted Marquardt King Of Prussia, Pennsylvania Details
Ted Marquardt's Lincoln Investment Planning, Inc. Experience April 1995 - October 1998
Job Product Manager at Sungard Availability Services
Industry Information Technology and Services
Experience
Sungard Availability Services  February 2014 - Present
R-Squared Services and Solutions  October 2011 - February 2014
Liquent  January 2010 - September 2011
Liquent  January 2005 - January 2010
RATEX Business Solutions  October 1998 - January 2005
Lincoln Investment Planning, Inc.   April 1995 - October 1998

Skills
Information Architecture, Testing, SharePoint, Web Design, Documentum, Requirements Gathering, Document Management, Business Analysis, SDLC, Requirements Analysis, Agile Methodologies, Software Documentation, Visio, Structured Authoring, XML, RoboHelp, Technical Writing, Agile Project Management, Business Process, Project Management, Scrum, Software Development, Software Quality..., Technical Documentation, Cross-functional Team...

Education
Shippensburg University of Pennsylvania   1989 — 1992
BSBA, Economics

Bucknell University   1986 — 1988

Harry Swope Harry Swope Frederick, Maryland Details
Harry Swope's Lincoln Investment Planning, Inc. Experience January 1995 - Present
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Investment Planning, Inc.   January 1995 - Present
Montgomery County (MD) Public Schools   July 1967 - September 1994
University of georgia  January 1963 - July 1967

Skills
Strategic Financial..., Estate Planning, Retirement Planning

Education
The Catholic University of America   1970 — 1972
Master, Educatonal Technology

University of Georgia   1964 — 1972
Master's, Journalism

Greg Silenok Greg Silenok Greater Philadelphia Area Details
Greg Silenok's Lincoln Investment Planning, Inc. Experience June 2007 - December 2008
Job Assistant Product Manager at PNC
Industry Financial Services
Experience
PNC  June 2014 - Present
Pershing, a BNY Mellon company  November 2012 - June 2014
Hornor, Townsend & Kent, Inc   December 2008 - November 2012
Lincoln Investment Planning Inc  June 2007 - December 2008
Biltmore International Corp   May 2005 - January 2007

Education
Lycoming College   2002 — 2006
BA, Finance

Anna Koziar Anna Koziar Greater Philadelphia Area Details
Anna Koziar's Lincoln Investment Planning, Inc. Experience November 2006 - June 2008
Job Financial Analyst
Industry Financial Services
Experience
Duane Morris LLP  October 2012 - June 2013
PHH Mortgnaage   June 2008 - October 2012
Lincoln Investment Planning Inc.  November 2006 - June 2008

Skills
Forecasting, Reporting & Analysis, Financial Reporting, Analysis, Financial Analysis, Financial Modeling, Analytics, Finance, Budgets, Variance Analysis, Process Improvement, Microsoft Office, Intelligence, Tenacious Work Ethic, Microsoft Excel, Risk Management, Financial Accounting, Customer Service, Corporate Finance, Investments

Education
Temple University - Fox School of Business and Management   2002 — 2006
Finance/Real Estate, Accounting and Finance, 3.5

Kellye Hawkins Kellye Hawkins Greater Philadelphia Area Details
Kellye Hawkins's Lincoln Investment Planning, Inc. Experience February 2010 - Present
Job Translation Consultant at Lincoln Investment Planning, Inc.
Industry Higher Education
Experience
Travel Allure   January 2013 - Present
Lincoln Investment Planning, Inc.   February 2010 - Present
Educational Testing Service (ETS) (as independent contractor and through ADECCO)   January 2010 - February 2013
Temple University  August 2001 - December 2010

Skills
Higher Education, Research, Teaching, Public Speaking, Curriculum Design, Spanish, Nonprofits, Grant Writing, Social Media, Microsoft Office, Community Outreach, Courses, Event Planning, PowerPoint, Tutoring, Staff Development, Curriculum Development

Education
Temple University   2005 — 2013
Doctor of Philosophy (PhD), Spanish Language and Literature

Temple University   2000 — 2005
Master of Arts (MA), Spanish Language and Literature

Penn State University   1995 — 1999
Dual Bachelor of Science (BS), Marketing and Management

Lisa Newsham Lisa Newsham Greater Philadelphia Area Details
Lisa Newsham's Lincoln Investment Planning, Inc. Experience 1998 - Present
Job Financial Representative at Lincoln Investment Planning, Inc.
Industry Financial Services
Experience
Lincoln Investment Planning, Inc.   1998 - Present
Lincoln Investment  1998 - Present

Skills
Series 6, Retirement, Mutual Funds, Investments, Insurance, Asset Managment, Portfolio Management, Roth IRA, SEP IRA, Wealth Accumulation, IRAs, Series 66

Education
Arcadia University
Master's degree

Temple University
Bachelor's degree

Jenna Volosin Jenna Volosin Greater Philadelphia Area Details
Jenna Volosin's Lincoln Investment Planning, Inc. Experience December 2009 - Present
Job Securities and Insurance Licensed
Industry Investment Management
Experience
Lincoln Investment Planning, Inc.   December 2009 - Present
Northwestern Mutual  December 2008 - September 2009
Lincoln Investment Planning, Inc.   May 2004 - July 2008
Sears Retail Outlet   July 2002 - January 2004

Education
Penn State University   1998 — 2002
BS, Criminal Justice

Emilio B. Primus Emilio B. Primus Dallas/Fort Worth Area Details
Emilio B. Primus's Lincoln Investment Planning, Inc. Experience September 1986 - January 2008
Job Director, Transfer Agent/Operations at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services  April 2014 - Present
First Command Financial Services  October 2009 - March 2014
PNC Global Investment Servicing, Inc.   January 2008 - January 2009
Lincoln Investment Planning, Inc.   September 1986 - January 2008
Fund/Plan Services, Inc.   February 1982 - September 1986

Skills
Mutual Funds, Investments, Financial Services, Leadership, CRM, Retirement Planning, Retirement, Management, Insurance, Operations Management, Relationship Management, Financial Advisory, Finance, Business Process, Trading, Series 7, Series 63, Wealth Management, Securities, Strategic Financial..., Investment Advisory, 401k, Asset Management

Education
Temple University - Fox School of Business and Management   1991 — 1996
Bachelor of Science, Business Administration

Penn State University   1982 — 1991
Associate in Science, Business Administration

Mary Beseke Mary Beseke Greater Minneapolis-St. Paul Area Details
Mary Beseke's Lincoln Investment Planning, Inc. Experience July 1995 - Present
Job Financial Representative
Industry Financial Services
Experience
United Brokerage Services   July 1995 - Present
Lincoln Investment Planning, Inc.   July 1995 - Present

Skills
Financial Planning, Insurance, Securities, Series 7, 2012 Five Star Wealth...

Education
University of Phoenix   2011 — 2013
Managament Finance, Pending

College for Financial Planning   1995 — 1999
CFP, FInancial Planning

North Hennepin Technical College   1986 — 1989
Technical Degree Management Supervion, Managament

Kathy Gioia Kathy Gioia Greater Philadelphia Area Details
Kathy Gioia's Lincoln Investment Planning, Inc. Experience October 1987 - April 1994
Job Human Resources Director at Jillamy Transportation Inc., Agent for Mode Transportation
Industry Banking
Experience
Jillamy Transportation Inc., Agent for Mode Transportation   March 2015 - Present
The Edcomm Group Banker's Academy  November 2000 - January 2014
J.C. Ehrlich Pest Control   August 1998 - November 2000
The Williams Company, Ltd.   June 1994 - August 1998
Lincoln Investment Planning, Inc.   October 1987 - April 1994
Chelsea House Publishers  March 1986 - February 1987
Springhouse Corporation  December 1983 - March 1986
Montgomery Township Police Department   1981 - 1983
The Pennsylvania State University-Evening School   1978 - 1981

Skills
Banking, Team Building, Performance Management, Training, Leadership, Human Resources, Risk Management, Organizational..., Change Management, Mergers & Acquisitions, Management Consulting, Project Management, Management, Business Process..., Program Management, Customer Service, Software Documentation, Leadership Development, Talent Management, Recruiting, Executive Management, Employee Training, Policy, Vendor Management, Strategy, Coaching, Executive Coaching, Talent Acquisition, Analysis

Education
Temple University   1978 — 1981
Bachelor of Arts; Associates Degree, Criminal Justice/Liberal Arts

Igor Vovchik Igor Vovchik Greater Philadelphia Area Details
Igor Vovchik's Lincoln Investment Planning, Inc. Experience July 2008 - September 2010
Job Analyst
Industry Information Technology and Services
Experience
InvestEdge, Inc.   August 2015 - Present
BNY Mellon  March 2015 - August 2015
BNY Mellon  May 2011 - March 2015
BNP Paribas Brokerage Services, Inc   September 2010 - May 2011
Lincoln Investment Planning, Inc  July 2008 - September 2010

Skills
Analysis, Trading, Microsoft Excel, Investments, AS400 system, Mutual Funds, Fund Accounting, DTC, Financial Analysis, Equities, Broker/Dealer Operations, Trade Support, Microsoft Word, Bloomberg, Eagle, Security APL, Communication, Highly detail oriented, Customer Service, Finance, Securities, Portfolio Management, Financial Services, DVP&R, Asset Management, Fixed Income, Account Reconciliation, Corporate Actions, Settlement, Process Improvement, Accounting, Business Analysis, Continuous Improvement, Project Management, Entrepreneurship, Leadership

Education
Temple University
Bachelor of Business Administration, Finance

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