Lincoln National Life
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Lincoln National Life Employees
Employee
Years
Job
Industry
Randall J. Gruber Sr. Randall J. Gruber Sr.'s Lincoln National Life Experience 1990 - 1993
Job Database Administrator at Concentrix
Industry Computer Software
Experience
Concentrix April 2014 - Present
Ivy Tech Community College June 2013 - April 2014
Annie's Arbor, Inc. April 1994 - March 2011
Annie's Arbor Flower and Gift Shoppe April 1994 - March 2011
Lincoln National Life 1990 - 1993
Skills
Higher Education, Microsoft Office, PowerPoint, Access, Data Entry, Research, Microsoft Excel, Data Analysis, Microsoft Word, Administration, Analysis, Budgets, System Administration, Databases, HTML, Social Media, Training, Customer Service, Process Improvement
Education
Ivy Tech Community College 2011 — 2012
Associate of Applied Science in Computer Information Systems, Computer Programming
Concentrix April 2014 - Present
Ivy Tech Community College June 2013 - April 2014
Annie's Arbor, Inc. April 1994 - March 2011
Annie's Arbor Flower and Gift Shoppe April 1994 - March 2011
Lincoln National Life 1990 - 1993
Skills
Higher Education, Microsoft Office, PowerPoint, Access, Data Entry, Research, Microsoft Excel, Data Analysis, Microsoft Word, Administration, Analysis, Budgets, System Administration, Databases, HTML, Social Media, Training, Customer Service, Process Improvement
Education
Ivy Tech Community College 2011 — 2012
Associate of Applied Science in Computer Information Systems, Computer Programming
Cheri Rulli Cheri Rulli's Lincoln National Life Experience January 1992 - January 1998
Job Cheri Rulli | Manager | Risk Management | Retail | Insurance at Luxottica
Industry Insurance
Experience
Luxottica Retail April 2008 - Present
Chiquita January 1998 - April 2008
Lincoln National Life January 1992 - January 1998
Chili's Grill & Bar 1985 - 1990
Skills
Casualty, Risk Management, Insurance, Risk, Claims, Spanish, Claim, Financial Risk, Workers Compensation, Finance, Property & Casualty..., Underwriting, Brokers, Mergers & Acquisitions, Reinsurance, Management, Due Diligence, Enterprise Risk..., Budgets, Legal Liability, Analysis, Employee Benefits, Sarbanes-Oxley Act, Process Improvement, Financial Analysis, Casualty Insurance
Education
LOMA 1994 — 1998
FLMI,ACS, AIAA, Insurance
Insurance Institute 1993 — 1997
ARM, Associate in Risk Mgmt
Life Management Institute
Associate, Insurance Agency Administration
College for Financial Planning
Universidad de las AmericasPuebla 1975 — 1980
B.A, International Relations
Walnut Hills High School
Luxottica Retail April 2008 - Present
Chiquita January 1998 - April 2008
Lincoln National Life January 1992 - January 1998
Chili's Grill & Bar 1985 - 1990
Skills
Casualty, Risk Management, Insurance, Risk, Claims, Spanish, Claim, Financial Risk, Workers Compensation, Finance, Property & Casualty..., Underwriting, Brokers, Mergers & Acquisitions, Reinsurance, Management, Due Diligence, Enterprise Risk..., Budgets, Legal Liability, Analysis, Employee Benefits, Sarbanes-Oxley Act, Process Improvement, Financial Analysis, Casualty Insurance
Education
LOMA 1994 — 1998
FLMI,ACS, AIAA, Insurance
Insurance Institute 1993 — 1997
ARM, Associate in Risk Mgmt
Life Management Institute
Associate, Insurance Agency Administration
College for Financial Planning
Universidad de las AmericasPuebla 1975 — 1980
B.A, International Relations
Walnut Hills High School
Mary Jo Cater's Lincoln National Life Experience 1975 - 1979
Job Board Member at Metrocrest Community Clnic
Industry Banking
Experience
Plano Symphony June 2015 - Present
Metrocrest Community Clinic January 2013 - Present
Addison Midday Rotary 2012 - Present
Addison Arbor Foundation June 2009 - June 2015
Metrocrest Chamber of Commerce 2012 - 2014
Bank of America June 1995 - August 2012
Bank of America August 1997 - 2012
OxyChem 1985 - 1996
Southwesten Life Insurance 1980 - 1985
Lincoln National Life 1975 - 1979
Skills
Software Project..., Requirements Analysis, Business Analysis, EHR, Databases, Leadership, DB2, IT Strategy, IT Management, Community Outreach, IT Service Management, Testing, Vendor Management, Management, SDLC, Mainframe
Education
The University of Kansas 1969 — 1972
BS, French, Mathematics, Economics
The University of Kansas 1969 — 1972
Bachelor's degree, French and Mathematics
Plano Symphony June 2015 - Present
Metrocrest Community Clinic January 2013 - Present
Addison Midday Rotary 2012 - Present
Addison Arbor Foundation June 2009 - June 2015
Metrocrest Chamber of Commerce 2012 - 2014
Bank of America June 1995 - August 2012
Bank of America August 1997 - 2012
OxyChem 1985 - 1996
Southwesten Life Insurance 1980 - 1985
Lincoln National Life 1975 - 1979
Skills
Software Project..., Requirements Analysis, Business Analysis, EHR, Databases, Leadership, DB2, IT Strategy, IT Management, Community Outreach, IT Service Management, Testing, Vendor Management, Management, SDLC, Mainframe
Education
The University of Kansas 1969 — 1972
BS, French, Mathematics, Economics
The University of Kansas 1969 — 1972
Bachelor's degree, French and Mathematics
Calvin King's Lincoln National Life Experience 1993 - February 2000
Job Applications Lead, Contact Centers Technology Enablement
Industry Financial Services
Experience
AIG April 2013 - Present
VALIC and Western National Life February 2000 - April 2013
Lincoln National Life 1993 - February 2000
Skills
Annuities, Call Center, Performance Management, Customer Service, Operations Management, Budgeting, Problem Solving, Mentoring, Leadership Development, Vendor Management, Leadership, Call Centers, CRM, Fixed Annuities, Executive Management, Series 7, Coaching, Insurance, Relationship Management, Team Leadership, Change Management, Process Improvement, Management, Program Management, Employee Benefits, Strategy, Banking, Mutual Funds, Budgets, Risk Management, Customer Satisfaction, Team Building, Training, Analysis, Business Analysis, Strategic Planning
Education
University of Saint Francis
Bachelors, Finance and Marketing
AIG April 2013 - Present
VALIC and Western National Life February 2000 - April 2013
Lincoln National Life 1993 - February 2000
Skills
Annuities, Call Center, Performance Management, Customer Service, Operations Management, Budgeting, Problem Solving, Mentoring, Leadership Development, Vendor Management, Leadership, Call Centers, CRM, Fixed Annuities, Executive Management, Series 7, Coaching, Insurance, Relationship Management, Team Leadership, Change Management, Process Improvement, Management, Program Management, Employee Benefits, Strategy, Banking, Mutual Funds, Budgets, Risk Management, Customer Satisfaction, Team Building, Training, Analysis, Business Analysis, Strategic Planning
Education
University of Saint Francis
Bachelors, Finance and Marketing
Karen Cameron's Lincoln National Life Experience June 1989 - December 1991
Job Executive Vice President
Industry Banking
Experience
iAB Financial Bank January 2010 - Present
Grabill Bank March 2005 - January 2010
Lincoln National Life June 1989 - December 1991
Skills
Banking, Marketing Strategy, Marketing, Advertising, Brand Development, Account Management, Team Leadership, Online Marketing, Management, Marketing Communications, Sales Operations, Strategic Planning, Market Planning
Education
American Bankers Association School of Human Resources Management
Human Resources Management and Services
Bank Marketing School @ University of Colorado
Indiana University—Purdue University Fort Wayne
Marketing
iAB Financial Bank January 2010 - Present
Grabill Bank March 2005 - January 2010
Lincoln National Life June 1989 - December 1991
Skills
Banking, Marketing Strategy, Marketing, Advertising, Brand Development, Account Management, Team Leadership, Online Marketing, Management, Marketing Communications, Sales Operations, Strategic Planning, Market Planning
Education
American Bankers Association School of Human Resources Management
Human Resources Management and Services
Bank Marketing School @ University of Colorado
Indiana University—Purdue University Fort Wayne
Marketing
Donna Churchey Donna Churchey's Lincoln National Life Experience 1974 - 1992
Job Sr Director, Payer Solutions
Industry Insurance
Experience
UnitedHealth Group October 2014 - Present
FocalPointe Group February 2013 - July 2014
National Jewish Health May 2010 - January 2013
CIGNA Healthcare July 2008 - November 2009
Great-West Healthcare 2004 - 2008
Great-West Healthcare 2003 - 2004
Great-West Healthcare 2000 - 2002
Great-West Healthcare 1996 - 2000
Great-West Healthcare 1992 - 1995
Lincoln National Life 1974 - 1992
Skills
Process Improvement, Vendor Management, Organizational..., Outsourcing, Forecasting, Healthcare, Customer Service, Call Center, Account Management, Budgets, Business Analysis, Business Development, Business Process..., CRM, Call Centers, Change Management, Coaching, Cross-functional Team..., Employee Benefits, Health Insurance, Insurance, Leadership, Managed Care, Management, Operations Management, Performance Management, Program Management, Project Management, Recruiting, Strategic Planning, Strategy, Team Building, Training
Education
University of Maryland College Park
Bachelor of Science, Education
Frostburg State Univerity - a University of Maryland institution 1991 — 1995
MBA, Business Administration
UnitedHealth Group October 2014 - Present
FocalPointe Group February 2013 - July 2014
National Jewish Health May 2010 - January 2013
CIGNA Healthcare July 2008 - November 2009
Great-West Healthcare 2004 - 2008
Great-West Healthcare 2003 - 2004
Great-West Healthcare 2000 - 2002
Great-West Healthcare 1996 - 2000
Great-West Healthcare 1992 - 1995
Lincoln National Life 1974 - 1992
Skills
Process Improvement, Vendor Management, Organizational..., Outsourcing, Forecasting, Healthcare, Customer Service, Call Center, Account Management, Budgets, Business Analysis, Business Development, Business Process..., CRM, Call Centers, Change Management, Coaching, Cross-functional Team..., Employee Benefits, Health Insurance, Insurance, Leadership, Managed Care, Management, Operations Management, Performance Management, Program Management, Project Management, Recruiting, Strategic Planning, Strategy, Team Building, Training
Education
University of Maryland College Park
Bachelor of Science, Education
Frostburg State Univerity - a University of Maryland institution 1991 — 1995
MBA, Business Administration
Barry Bulakites Barry Bulakites's Lincoln National Life Experience 1995 - 1996
Job at Table Bay Financial Network, Inc.
Industry Financial Services
Experience
Table Bay Financial Network, Inc. July 2003 - Present
America's Tax Solutions January 2010 - Present
America's IRA Centers January 2005 - January 2012
Table Bay Financial Network Inc. July 2003 - May 2010
Jackson National Life February 1996 - July 2003
Lincoln National Life 1995 - 1996
Mutual Of New York 1987 - 1994
Equitable Life 1977 - 1987
Skills
Sales Management, Insurance, Strategic Planning, Product Development, Retirement, Financial Services, Management, Recruiting, IRAs, Wealth Management, Business Planning, Strategy, Fixed Annuities, Pensions, Employee Benefits, Marketing, Retirement Planning, 401k, Sales, Series 7, Small Business, Strategic Financial..., Finance, Life Insurance, Investments, Leadership, Financial Advisory, Operations Management, Financial Planners, Investment Advisory, Disability Insurance, Estate Planning, Long-term Care, Series 63, Relationship Management, Mutual Funds, Wealth Management..., Series 6, Long Term Care Insurance, Alternative Investments, Term Life Insurance, Roth IRA, Wealth, Securities, Investment Strategies, 401k Rollovers, Universal Life
Education
London Business School 2001 — 2003
Discovery Programme for Senior Executives
Western New England University 1973 — 1977
BS, Marketing
Table Bay Financial Network, Inc. July 2003 - Present
America's Tax Solutions January 2010 - Present
America's IRA Centers January 2005 - January 2012
Table Bay Financial Network Inc. July 2003 - May 2010
Jackson National Life February 1996 - July 2003
Lincoln National Life 1995 - 1996
Mutual Of New York 1987 - 1994
Equitable Life 1977 - 1987
Skills
Sales Management, Insurance, Strategic Planning, Product Development, Retirement, Financial Services, Management, Recruiting, IRAs, Wealth Management, Business Planning, Strategy, Fixed Annuities, Pensions, Employee Benefits, Marketing, Retirement Planning, 401k, Sales, Series 7, Small Business, Strategic Financial..., Finance, Life Insurance, Investments, Leadership, Financial Advisory, Operations Management, Financial Planners, Investment Advisory, Disability Insurance, Estate Planning, Long-term Care, Series 63, Relationship Management, Mutual Funds, Wealth Management..., Series 6, Long Term Care Insurance, Alternative Investments, Term Life Insurance, Roth IRA, Wealth, Securities, Investment Strategies, 401k Rollovers, Universal Life
Education
London Business School 2001 — 2003
Discovery Programme for Senior Executives
Western New England University 1973 — 1977
BS, Marketing
Terry Dougherty's Lincoln National Life Experience 1989 - May 1993
Job Board of Directors Treasurer at Indiana Center for Middle East Peace
Industry Education Management
Experience
Indiana Center for Middle East Peace January 2010 - Present
SOLA-School of Leadership, Afghanistan October 2008 - Present
Friends of Afghanistan January 1990 - Present
Indiana University-Purdue University May 2001 - December 2014
Taylor University January 2000 - May 2001
Lincoln Re May 1993 - May 1999
Swiss Re May 1993 - January 1999
Lincoln National Life 1989 - May 1993
Medical Protective June 1985 - August 1989
MWI Division, Essex Group June 1980 - December 1983
Skills
Administration, Non-profits, Analysis, Insurance, Problem Solving, HTML, Systems Analysis, Web Development, Nonprofits, System Administration, Integration, Servers, Public Speaking, Microsoft Word, Leadership, Research, Editing, Microsoft Office, PowerPoint, Teaching, Microsoft Excel, Process Improvement, Coaching, Strategic Planning, Team Building, Leadership Development, Data Analysis, Policy, Networking, Software Development, Program Management, Community Outreach, Software Documentation, Proposal Writing, Higher Education, Government, Training, Program Development, Team Leadership, Policy Analysis, Access, Volunteer Management, International..., Fundraising, International Relations
Education
Indiana University-Purdue University at Fort Wayne 1967 — 1972
Bachelor of Science (BS) Education, Political Science and Economics
South Side High School, Fort Wayne, Indiana 1964 — 1967
Indiana Center for Middle East Peace January 2010 - Present
SOLA-School of Leadership, Afghanistan October 2008 - Present
Friends of Afghanistan January 1990 - Present
Indiana University-Purdue University May 2001 - December 2014
Taylor University January 2000 - May 2001
Lincoln Re May 1993 - May 1999
Swiss Re May 1993 - January 1999
Lincoln National Life 1989 - May 1993
Medical Protective June 1985 - August 1989
MWI Division, Essex Group June 1980 - December 1983
Skills
Administration, Non-profits, Analysis, Insurance, Problem Solving, HTML, Systems Analysis, Web Development, Nonprofits, System Administration, Integration, Servers, Public Speaking, Microsoft Word, Leadership, Research, Editing, Microsoft Office, PowerPoint, Teaching, Microsoft Excel, Process Improvement, Coaching, Strategic Planning, Team Building, Leadership Development, Data Analysis, Policy, Networking, Software Development, Program Management, Community Outreach, Software Documentation, Proposal Writing, Higher Education, Government, Training, Program Development, Team Leadership, Policy Analysis, Access, Volunteer Management, International..., Fundraising, International Relations
Education
Indiana University-Purdue University at Fort Wayne 1967 — 1972
Bachelor of Science (BS) Education, Political Science and Economics
South Side High School, Fort Wayne, Indiana 1964 — 1967
Daniel Surber, CLU, ChFC Daniel Surber, CLU, ChFC's Lincoln National Life Experience March 2001 - August 2002
Job Vice President of Operations for AIG Life & Retirement
Industry Insurance
Experience
SunAmerica January 2013 - Present
SunAmerica June 2007 - January 2013
Forrest T. Jones/Fidelity Security Life August 2002 - May 2007
Lincoln National Life March 2001 - August 2002
Lincoln Financial Group May 1997 - March 2001
Indiana Farm Bureau Insurance January 1996 - May 1997
Skills
Insurance, Strategic Planning, Business Analysis, Project Management, Process Improvement, Microsoft Office, Team Building, Risk Management, Microsoft Excel, Change Management, Team Leadership, Customer Service, Quality Assurance, Executive Management, Project Planning, Negotiation, Data Analysis, Operations Management, Call Centers, Microsoft Word, SDLC, Training, Contract Negotiation, Management, Banking, Analysis, Software Documentation, Leadership, Fixed Annuities, Vendor Management, Financial Services, Budgets
Education
The American College 2000 — 2012
CLU & ChFC, Financial Planning and Services
Purdue University 1991 — 1995
BA, Psychology & Sociology
Indiana University—Purdue University Fort Wayne 1991 — 1992
Psychology, Psych/Soc
SunAmerica January 2013 - Present
SunAmerica June 2007 - January 2013
Forrest T. Jones/Fidelity Security Life August 2002 - May 2007
Lincoln National Life March 2001 - August 2002
Lincoln Financial Group May 1997 - March 2001
Indiana Farm Bureau Insurance January 1996 - May 1997
Skills
Insurance, Strategic Planning, Business Analysis, Project Management, Process Improvement, Microsoft Office, Team Building, Risk Management, Microsoft Excel, Change Management, Team Leadership, Customer Service, Quality Assurance, Executive Management, Project Planning, Negotiation, Data Analysis, Operations Management, Call Centers, Microsoft Word, SDLC, Training, Contract Negotiation, Management, Banking, Analysis, Software Documentation, Leadership, Fixed Annuities, Vendor Management, Financial Services, Budgets
Education
The American College 2000 — 2012
CLU & ChFC, Financial Planning and Services
Purdue University 1991 — 1995
BA, Psychology & Sociology
Indiana University—Purdue University Fort Wayne 1991 — 1992
Psychology, Psych/Soc
Edwin Balbier's Lincoln National Life Experience April 1983 - June 1993
Job Teacher at Central High School
Industry Education Management
Experience
School District of Philadelphia December 2006 - Present
Abington School District September 1993 - June 2006
Lincoln National Life April 1983 - June 1993
Skills
Curriculum Development, Teaching, History, Curriculum Design, Educational Leadership, Higher Education, Staff Development, Community Outreach, Lesson Planning, Classroom, Classroom Management, Educational Technology, Program Development, World History, Grant Writing, Literacy
Education
Temple University 1978 — 1980
BA, History
School District of Philadelphia December 2006 - Present
Abington School District September 1993 - June 2006
Lincoln National Life April 1983 - June 1993
Skills
Curriculum Development, Teaching, History, Curriculum Design, Educational Leadership, Higher Education, Staff Development, Community Outreach, Lesson Planning, Classroom, Classroom Management, Educational Technology, Program Development, World History, Grant Writing, Literacy
Education
Temple University 1978 — 1980
BA, History
Nadja Quiñones Nadja Quiñones's Lincoln National Life Experience July 2008 - March 2010
Job Master's Student at Florida Atlantic University
Industry Mental Health Care
Experience
Fort Lauderdale Psychiatric Hospital September 2013 - June 2015
Florida Atlantic University February 2013 - August 2013
Bath & Body Works September 2012 - August 2013
OOF! Restaurants April 2010 - October 2011
Inter American University of Puerto Rico August 2010 - May 2011
Lincoln National Life July 2008 - March 2010
Skills
Writing, Reading,..., Social Media, PowerPoint, Sales, Microsoft Office, Customer Service, Event Planning, Public Speaking, Editing, Teaching, Higher Education, Research
Education
Florida Atlantic University 2012 — 2016
Counselor Education, Rehabilitation Counseling
The Pennsylvania State University 2004 — 2008
Bachelor of Arts, English; Minor in Women's Studies
Fort Lauderdale Psychiatric Hospital September 2013 - June 2015
Florida Atlantic University February 2013 - August 2013
Bath & Body Works September 2012 - August 2013
OOF! Restaurants April 2010 - October 2011
Inter American University of Puerto Rico August 2010 - May 2011
Lincoln National Life July 2008 - March 2010
Skills
Writing, Reading,..., Social Media, PowerPoint, Sales, Microsoft Office, Customer Service, Event Planning, Public Speaking, Editing, Teaching, Higher Education, Research
Education
Florida Atlantic University 2012 — 2016
Counselor Education, Rehabilitation Counseling
The Pennsylvania State University 2004 — 2008
Bachelor of Arts, English; Minor in Women's Studies
Richard Niedbala, CHAM Richard Niedbala, CHAM's Lincoln National Life Experience 1992 - 1998
Job Sr. Vice President at Lodging Capital Partners LLP
Industry Hospitality
Experience
Lodging Capital Partners April 2010 - Present
The Plasencia Group, Inc. June 2003 - June 2010
Lend Lease Real Estate Investments, Inc. September 2000 - May 2003
BOYKIN LODGING COMPANY 1998 - 2000
Lincoln National Life 1992 - 1998
Promus Corporation 1988 - 1990
Laventhol & Horwath 1983 - 1988
Skills
Asset Management, Real Estate, Contract Negotiation, Disposition, Real Estate Economics, Real Estate Development, Financial Analysis, Hotels, Hospitality, Location Intelligence, Asset Managment, Investments, Resorts, Due Diligence, Management, Business Development, Hospitality Industry, Property Management, Feasibility Studies, Leadership, Budgets, Portfolio Management, Investment Properties, Management Consulting, Market Analysis, Negotiation, Entrepreneurship, Commercial Real Estate, Valuation, Analysis, Project Management, Mergers & Acquisitions, Executive Management, Brokerage, Financial Modeling, Real Estate Transactions, Training, Strategic Planning, Real Estate Financing, Restructuring, Yield Management, Revenue Analysis, Hotel Management, Income Statement, Hospitality Management, Finance, Revenue Forecasting, Real Estate Private..., Appraisals, Franchising
Education
Michigan State University 1978 — 1982
BA - Hotel, Restaurant and Institutional Management
Lodging Capital Partners April 2010 - Present
The Plasencia Group, Inc. June 2003 - June 2010
Lend Lease Real Estate Investments, Inc. September 2000 - May 2003
BOYKIN LODGING COMPANY 1998 - 2000
Lincoln National Life 1992 - 1998
Promus Corporation 1988 - 1990
Laventhol & Horwath 1983 - 1988
Skills
Asset Management, Real Estate, Contract Negotiation, Disposition, Real Estate Economics, Real Estate Development, Financial Analysis, Hotels, Hospitality, Location Intelligence, Asset Managment, Investments, Resorts, Due Diligence, Management, Business Development, Hospitality Industry, Property Management, Feasibility Studies, Leadership, Budgets, Portfolio Management, Investment Properties, Management Consulting, Market Analysis, Negotiation, Entrepreneurship, Commercial Real Estate, Valuation, Analysis, Project Management, Mergers & Acquisitions, Executive Management, Brokerage, Financial Modeling, Real Estate Transactions, Training, Strategic Planning, Real Estate Financing, Restructuring, Yield Management, Revenue Analysis, Hotel Management, Income Statement, Hospitality Management, Finance, Revenue Forecasting, Real Estate Private..., Appraisals, Franchising
Education
Michigan State University 1978 — 1982
BA - Hotel, Restaurant and Institutional Management
Peter Prime Peter Prime's Lincoln National Life Experience 1996 - 1998
Job Aerospace (AS9100) Quality and Mission Assurance Manager
Industry Aviation & Aerospace
Experience
Quality Manager searching for new opportunities November 2014 - Present
Exelis Inc. March 2011 - November 2014
General Dynamics C4 Systems September 2004 - March 2011
General Dynamics C4 Systems 2003 - 2004
IBM Global Services 1998 - 2002
Lincoln National Life 1996 - 1998
Aetna Life and Casualty 1985 - 1996
Skills
AS9100, AS9100 Lead Auditor, Internal Audit, Process Improvement, Project Management, Continuous Improvement, Performance Metrics, Quality Assurance, Six Sigma, Testing, Integration
Education
The University of Connecticut School of Business 1982 — 1984
Bachelor's degree, Accounting and Finance
Computer Processing Institute
Certification, Business Computer Programming
Quality Manager searching for new opportunities November 2014 - Present
Exelis Inc. March 2011 - November 2014
General Dynamics C4 Systems September 2004 - March 2011
General Dynamics C4 Systems 2003 - 2004
IBM Global Services 1998 - 2002
Lincoln National Life 1996 - 1998
Aetna Life and Casualty 1985 - 1996
Skills
AS9100, AS9100 Lead Auditor, Internal Audit, Process Improvement, Project Management, Continuous Improvement, Performance Metrics, Quality Assurance, Six Sigma, Testing, Integration
Education
The University of Connecticut School of Business 1982 — 1984
Bachelor's degree, Accounting and Finance
Computer Processing Institute
Certification, Business Computer Programming
Cindy Sheffield Cindy Sheffield's Lincoln National Life Experience 1977 - 1981
Job CEO of EBSO, Inc
Industry Insurance
Experience
EBSO, Inc. October 2013 - Present
LeftLane, Inc. 1982 - Present
GreatGASB Group LLC. 1978 - Present
SOMI 1982 - 2013
Lincoln National Life 1977 - 1981
Skills
Health Insurance, Employee Benefits, Benefits Administration, Insurance, Stop Loss, Direct Sales, Sales Operations, Healthcare, Healthcare Reimbursement, Health Care Reform, Self-funded, Third Party Claims, Consolidated Billing, Workers Compensation
Education
University of Minnesota-Twin Cities
Education
University of St. Thomas
Business Entrepreneurial Masters
EBSO, Inc. October 2013 - Present
LeftLane, Inc. 1982 - Present
GreatGASB Group LLC. 1978 - Present
SOMI 1982 - 2013
Lincoln National Life 1977 - 1981
Skills
Health Insurance, Employee Benefits, Benefits Administration, Insurance, Stop Loss, Direct Sales, Sales Operations, Healthcare, Healthcare Reimbursement, Health Care Reform, Self-funded, Third Party Claims, Consolidated Billing, Workers Compensation
Education
University of Minnesota-Twin Cities
Education
University of St. Thomas
Business Entrepreneurial Masters
Pat Babcock Pat Babcock's Lincoln National Life Experience September 1985 - April 1992
Job Consultant at CGI
Industry Insurance
Experience
CGI June 2012 - Present
CIGNA Healthcare July 2008 - June 2011
Great-West Healthcare November 1999 - July 2008
Great-West Life and Annuity Insurance Company April 1992 - November 1999
Lincoln National Life September 1985 - April 1992
Skills
Microsoft Office, Visio, Remedy, HP Service Manager, Borland CaliberRM, Mercury Quality Center, MS Project, Use Case Analysis, Visual Source Safe, SharePoint, Software Project..., Requirements Gathering, Web Applications, Software Documentation, Software Quality..., Software Troubleshooting, Detail Orientation, Documentation, Systems Analysis, Requirements Analysis, Problem Solving, Testing, Troubleshooting, Insurance, Healthcare, Business Analysis, SDLC, Technical Writing, Analysis, User Acceptance Testing, Outlook, Business Requirements, HTML, Word, Excel, Microsoft Word, Microsoft Excel, Quality Center, Business Process, Agile Methodologies, Change Management, Training, Project Management, Access, Software Development, Management, VSS, BMC Remedy, OptimizeIt, Quality Assurance
Education
University of Illinois at Urbana-Champaign 1982 — 1983
Masters, Vocal Performace
University of Illinois at Urbana-Champaign 1981 — 1982
Bachelors, Vocal Performance
DePauw University 1974 — 1978
Bachelors, Music Business
CGI June 2012 - Present
CIGNA Healthcare July 2008 - June 2011
Great-West Healthcare November 1999 - July 2008
Great-West Life and Annuity Insurance Company April 1992 - November 1999
Lincoln National Life September 1985 - April 1992
Skills
Microsoft Office, Visio, Remedy, HP Service Manager, Borland CaliberRM, Mercury Quality Center, MS Project, Use Case Analysis, Visual Source Safe, SharePoint, Software Project..., Requirements Gathering, Web Applications, Software Documentation, Software Quality..., Software Troubleshooting, Detail Orientation, Documentation, Systems Analysis, Requirements Analysis, Problem Solving, Testing, Troubleshooting, Insurance, Healthcare, Business Analysis, SDLC, Technical Writing, Analysis, User Acceptance Testing, Outlook, Business Requirements, HTML, Word, Excel, Microsoft Word, Microsoft Excel, Quality Center, Business Process, Agile Methodologies, Change Management, Training, Project Management, Access, Software Development, Management, VSS, BMC Remedy, OptimizeIt, Quality Assurance
Education
University of Illinois at Urbana-Champaign 1982 — 1983
Masters, Vocal Performace
University of Illinois at Urbana-Champaign 1981 — 1982
Bachelors, Vocal Performance
DePauw University 1974 — 1978
Bachelors, Music Business
Patrick Casinelli, RHU, REBC, CHRS Patrick Casinelli, RHU, REBC, CHRS's Lincoln National Life Experience 1989 - 1991
Job Principal, VP Employee Benefits at Cavignac & Associates
Industry Insurance
Experience
Cavignac & Associates 2002 - Present
Casinelli Financial, Inc. 2000 - 2002
Humana July 1992 - January 2000
Lincoln National Life 1989 - 1991
Skills
Employee Benefits, Risk Management, Insurance, Business Planning, Sales Process
Education
University of San Diego 1986 — 1989
BA, Business Administration
Santa Barbara City College 1984 — 1986
General
Cavignac & Associates 2002 - Present
Casinelli Financial, Inc. 2000 - 2002
Humana July 1992 - January 2000
Lincoln National Life 1989 - 1991
Skills
Employee Benefits, Risk Management, Insurance, Business Planning, Sales Process
Education
University of San Diego 1986 — 1989
BA, Business Administration
Santa Barbara City College 1984 — 1986
General
Colin Ward Colin Ward's Lincoln National Life Experience 2010 - 2012
Job MBA Candidate at SMU Cox, Class of 2017
Industry Financial Services
Experience
SMU Cox School of Business August 2015 - Present
TracyLocke December 2013 - July 2015
TracyLocke June 2012 - December 2013
Lincoln National Life 2010 - 2012
Firefly Distillery 2010 - 2010
Family Orthopaedics and Sports Medicine 2007 - 2009
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Marketing Minor in English, 3.5
Oxford University
SMU-in-Oxford Summer Abroad Program
SMU Cox School of Business August 2015 - Present
TracyLocke December 2013 - July 2015
TracyLocke June 2012 - December 2013
Lincoln National Life 2010 - 2012
Firefly Distillery 2010 - 2010
Family Orthopaedics and Sports Medicine 2007 - 2009
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Marketing Minor in English, 3.5
Oxford University
SMU-in-Oxford Summer Abroad Program
Ronald B King, CLU's Lincoln National Life Experience 1972 - Present
Job Agent at Ron King Insurance
Industry Insurance
Experience
Ron King Insurance April 1972 - Present
Lincoln National Life 1972 - Present
Skills
Property & Casualty..., Play drums, Life Insurance, Disability Insurance, Medical Insurance, Fixed Annuities, Financial Consulting, Commercial Pilot...
Education
USAF Jet Pilot School 1965 — 1966
B-52 and C-130 pilot, Jet pilot, Captain
University of Florida 1961 — 1965
B.A., Political Science and Government
Ron King Insurance April 1972 - Present
Lincoln National Life 1972 - Present
Skills
Property & Casualty..., Play drums, Life Insurance, Disability Insurance, Medical Insurance, Fixed Annuities, Financial Consulting, Commercial Pilot...
Education
USAF Jet Pilot School 1965 — 1966
B-52 and C-130 pilot, Jet pilot, Captain
University of Florida 1961 — 1965
B.A., Political Science and Government
Dan Schewe's Lincoln National Life Experience June 1986 - April 1992
Job Cochairman at Chapman Schewe Inc. and Owner, Chapman Schewe Inc.
Industry Insurance
Experience
Chapman Schewe Inc. July 1992 - Present
Chapman Schewe Benefits Consulting 1992 - Present
Lincoln National Life June 1986 - April 1992
Education
University of Michigan 1967 — 1972
Bachelor's degree, English Language and Literature, General
Chapman Schewe Inc. July 1992 - Present
Chapman Schewe Benefits Consulting 1992 - Present
Lincoln National Life June 1986 - April 1992
Education
University of Michigan 1967 — 1972
Bachelor's degree, English Language and Literature, General
Marcia Hasbani's Lincoln National Life Experience July 1987 - October 1992
Job HR Manager at Advocate Program, Inc
Industry Nonprofit Organization Management
Experience
Advocate Program, Inc May 2005 - Present
Village South July 2003 - May 2005
MetroCom Cable March 1999 - January 2001
British American Tobacco March 1996 - November 1998
AT&T February 1994 - March 1996
AT&T December 1992 - January 1994
Lincoln National Life July 1987 - October 1992
Lincoln National Life June 1986 - July 1987
Skills
Bilingual – Spanish /..., Nonprofits, Program Development, Leadership Development, Community Outreach, Leadership, Training, Human Resources, Employee Relations, Interviews, Employee Benefits, Deferred Compensation, Recruiting, Payroll, HR Policies
Education
Barry Univerity
Human Resources Certificaion, Human Resources Management and Services
UNP Nicaragua
Post Grad in Human Resources, Human Resources Development
National University of Nicaragua
Computer Operator
California State University-Hayward 1989 — 1990
Hotel/Motel Administration/Management
San Francisco College of Travel 1986 — 1987
Tourisim, Tourism and Travel Services Management
Advocate Program, Inc May 2005 - Present
Village South July 2003 - May 2005
MetroCom Cable March 1999 - January 2001
British American Tobacco March 1996 - November 1998
AT&T February 1994 - March 1996
AT&T December 1992 - January 1994
Lincoln National Life July 1987 - October 1992
Lincoln National Life June 1986 - July 1987
Skills
Bilingual – Spanish /..., Nonprofits, Program Development, Leadership Development, Community Outreach, Leadership, Training, Human Resources, Employee Relations, Interviews, Employee Benefits, Deferred Compensation, Recruiting, Payroll, HR Policies
Education
Barry Univerity
Human Resources Certificaion, Human Resources Management and Services
UNP Nicaragua
Post Grad in Human Resources, Human Resources Development
National University of Nicaragua
Computer Operator
California State University-Hayward 1989 — 1990
Hotel/Motel Administration/Management
San Francisco College of Travel 1986 — 1987
Tourisim, Tourism and Travel Services Management
Tammy Eppler's Lincoln National Life Experience March 2005 - 2007
Job Lead Business Systems Analyst at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2007 - Present
Lincoln Financial Group 2006 - 2012
Lincoln National Life March 2005 - 2007
Waterfield Financial January 2004 - March 2006
Skills
Visio, Business Analysis, Project Management, Business Requirements, Analysis, Training, SDLC, Requirements Gathering, Requirements Analysis, Software Documentation, Process Improvement, Vendor Management, PowerPoint, Business Process, PMO, PMP
Education
Indiana University—Purdue University Fort Wayne 1983 — 1989
B.S., Business Management
Indiana University Bloomington
Lincoln Financial Group June 2007 - Present
Lincoln Financial Group 2006 - 2012
Lincoln National Life March 2005 - 2007
Waterfield Financial January 2004 - March 2006
Skills
Visio, Business Analysis, Project Management, Business Requirements, Analysis, Training, SDLC, Requirements Gathering, Requirements Analysis, Software Documentation, Process Improvement, Vendor Management, PowerPoint, Business Process, PMO, PMP
Education
Indiana University—Purdue University Fort Wayne 1983 — 1989
B.S., Business Management
Indiana University Bloomington
Jim Heeren's Lincoln National Life Experience 1973 - 1992
Job Logistics and Supply Chain Professional
Industry Logistics and Supply Chain
Experience
SIRVA March 2001 - February 2008
Dana Corporation September 1999 - January 2001
Ferguson Thrall Distribution October 1997 - June 1999
Lincoln National Life 1973 - 1992
Education
Indiana University—Purdue University Fort Wayne 1990 — 1993
still working towards, General Studies (working towards Business degree)
North Side High School - Fort Wayne, IN
General Diploma
SIRVA March 2001 - February 2008
Dana Corporation September 1999 - January 2001
Ferguson Thrall Distribution October 1997 - June 1999
Lincoln National Life 1973 - 1992
Education
Indiana University—Purdue University Fort Wayne 1990 — 1993
still working towards, General Studies (working towards Business degree)
North Side High School - Fort Wayne, IN
General Diploma
Max Belcher's Lincoln National Life Experience 1980 - 1984
Job President at Rocky Mountain Capital
Industry Insurance
Experience
Rocky Mountain Capital May 1995 - Present
US Army and Us Army Reserves 1970 - 2000
General Agent Union Central Life July 1984 - December 1995
Union Central Life July 1984 - April 1993
Lincoln National Life 1980 - 1984
Skills
Disability Insurance, Employee Benefits, New Business Development, Strategic Planning, Entrepreneurship, Professional Liability, Umbrella Insurance, Vision Insurance, Budgets, Claim, Project Management, Start-ups, The Affordable Care Act..., Larger Group Self..., 401 K Plans, IRA Rollover Plans, Health Savings Accounts, Healthcare, Insurance, Health Policy
Education
Arizona State University
Brookfield, Missouri High School
Ft Greely High School --Alaska
Grand Canyon University
Business
Rocky Mountain Capital May 1995 - Present
US Army and Us Army Reserves 1970 - 2000
General Agent Union Central Life July 1984 - December 1995
Union Central Life July 1984 - April 1993
Lincoln National Life 1980 - 1984
Skills
Disability Insurance, Employee Benefits, New Business Development, Strategic Planning, Entrepreneurship, Professional Liability, Umbrella Insurance, Vision Insurance, Budgets, Claim, Project Management, Start-ups, The Affordable Care Act..., Larger Group Self..., 401 K Plans, IRA Rollover Plans, Health Savings Accounts, Healthcare, Insurance, Health Policy
Education
Arizona State University
Brookfield, Missouri High School
Ft Greely High School --Alaska
Grand Canyon University
Business
Abigail Gross's Lincoln National Life Experience 1982 - 1989
Job sales at Lighting Service, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Lighting Service, Inc. June 2010 - Present
Edward L. Bakewell, Inc. and RE/Max Results September 1996 - June 2008
G. W. Smith Group 1995 - 1996
Edwin R. Cohen and Associates 1994 - 1995
Sunshine Mission 1989 - 1993
Lincoln National Life 1982 - 1989
Skills
Real Estate, Insurance, Contract Negotiation, Negotiation, Customer Relations, Customer Service
Education
University of Missouri-Columbia 1976 — 1977
American History
Lighting Service, Inc. June 2010 - Present
Edward L. Bakewell, Inc. and RE/Max Results September 1996 - June 2008
G. W. Smith Group 1995 - 1996
Edwin R. Cohen and Associates 1994 - 1995
Sunshine Mission 1989 - 1993
Lincoln National Life 1982 - 1989
Skills
Real Estate, Insurance, Contract Negotiation, Negotiation, Customer Relations, Customer Service
Education
University of Missouri-Columbia 1976 — 1977
American History
Cindy Glover's Lincoln National Life Experience 1989 - 1992
Job Social Media Director at Production Inc, Owner of Glover Financial
Industry Financial Services
Experience
Glover Financial June 1992 - Present
Production Inc May 2013 - Present
Fort Wayne Women's Bureau November 2014 - Present
Lincoln National Life 1989 - 1992
Northill Corporation 1986 - 1989
Skills
Tax, Income Tax, Tax Preparation, Bookkeeping, Tax Returns, Financial Reporting, QuickBooks, Corporate Tax, Financial Accounting, General Ledger, Auditing, Account Reconciliation, Sales Tax, Accounts Payable, Journal Entries, Accounts Receivable, Partnership Taxation, GAAP, Internal Controls, Accountants, Small Business, Social Media
Education
George Mason University 1979 — 1983
Bachelor of Science (BS), Accounting
George Mason University 1979 — 1982
Bachelor of Science (BS), Accounting and Business/Management
Glover Financial June 1992 - Present
Production Inc May 2013 - Present
Fort Wayne Women's Bureau November 2014 - Present
Lincoln National Life 1989 - 1992
Northill Corporation 1986 - 1989
Skills
Tax, Income Tax, Tax Preparation, Bookkeeping, Tax Returns, Financial Reporting, QuickBooks, Corporate Tax, Financial Accounting, General Ledger, Auditing, Account Reconciliation, Sales Tax, Accounts Payable, Journal Entries, Accounts Receivable, Partnership Taxation, GAAP, Internal Controls, Accountants, Small Business, Social Media
Education
George Mason University 1979 — 1983
Bachelor of Science (BS), Accounting
George Mason University 1979 — 1982
Bachelor of Science (BS), Accounting and Business/Management
Rise' Taylor's Lincoln National Life Experience December 1993 - January 2012
Job Retired Financial Executive
Industry Insurance
Experience
Community Volunteer January 2012 - Present
Lincoln National Life December 1993 - January 2012
Skills
Insurance, Risk Management, Financial Analysis, Financial Services, Process Improvement, Investments, Management, Financial Planning, Finance, Leadership
Education
Indiana University—Purdue University Fort Wayne 1995 — 1997
MBA, Business
Indiana University—Purdue University Fort Wayne 1986 — 1991
BS, Accounting
Community Volunteer January 2012 - Present
Lincoln National Life December 1993 - January 2012
Skills
Insurance, Risk Management, Financial Analysis, Financial Services, Process Improvement, Investments, Management, Financial Planning, Finance, Leadership
Education
Indiana University—Purdue University Fort Wayne 1995 — 1997
MBA, Business
Indiana University—Purdue University Fort Wayne 1986 — 1991
BS, Accounting
Michele Hallett's Lincoln National Life Experience February 1998 - August 2002
Job Director at Columbia Management Investment Services
Industry Financial Services
Experience
Columbia Management April 2010 - Present
Seligman Data Corp January 2006 - January 2011
Seligman Data Corp August 2002 - December 2005
Lincoln National Life February 1998 - August 2002
Skills
Change Management, Management, Mutual Funds
Education
Husson University 2006 — 2008
Assoicate, Business Administration
Columbia Management April 2010 - Present
Seligman Data Corp January 2006 - January 2011
Seligman Data Corp August 2002 - December 2005
Lincoln National Life February 1998 - August 2002
Skills
Change Management, Management, Mutual Funds
Education
Husson University 2006 — 2008
Assoicate, Business Administration
Michael Overmyer's Lincoln National Life Experience January 1986 - January 2000
Job Insurance Examiner/Analyst at Ohio Department of Insurance
Industry Insurance
Experience
Ohio Department of Insurance October 2013 - Present
Ohio Bureau of Workers' Compensation January 2009 - October 2013
Safe Auto Insurance Co May 2006 - January 2009
Swiss Re Life & Health January 2001 - January 2006
Business Controls January 2000 - January 2001
Lincoln National Life January 1986 - January 2000
Skills
SOX, Insurance, Auditing, Financial Analysis, Compliance, Budgeting, Internal Controls, Internal Audit, Analysis, GAAP, Forecasting, Sarbanes-Oxley Act, Budgets, Account Reconciliation, Accounting, Financial Reporting, Accounts Payable, Investments, Employee Benefits, Risk Management, Enterprise Risk..., Financial Statements, Process Improvement
Education
CIA) 2011 2011 — 2012
Master
Indiana University
Bachelor of Science
Indiana University Bloomington
BS Business
Leo HS
Ohio Department of Insurance October 2013 - Present
Ohio Bureau of Workers' Compensation January 2009 - October 2013
Safe Auto Insurance Co May 2006 - January 2009
Swiss Re Life & Health January 2001 - January 2006
Business Controls January 2000 - January 2001
Lincoln National Life January 1986 - January 2000
Skills
SOX, Insurance, Auditing, Financial Analysis, Compliance, Budgeting, Internal Controls, Internal Audit, Analysis, GAAP, Forecasting, Sarbanes-Oxley Act, Budgets, Account Reconciliation, Accounting, Financial Reporting, Accounts Payable, Investments, Employee Benefits, Risk Management, Enterprise Risk..., Financial Statements, Process Improvement
Education
CIA) 2011 2011 — 2012
Master
Indiana University
Bachelor of Science
Indiana University Bloomington
BS Business
Leo HS
Loy Fisel, CLU, ChFC, CLF's Lincoln National Life Experience 1982 - 2008
Job Contractor at Open Systems Technologies
Industry Financial Services
Experience
Open Systems Technologies March 2008 - Present
Lincoln Financial Group 1983 - 2008
Lincoln National Corporation 1983 - 2008
Lincoln National Life 1982 - 2008
Lincoln Financial 1982 - 2008
Lincoln Re 1998 - 2001
Lincoln Reinsurance 1996 - 2000
Skills
Retirement, Insurance, Retirement Planning, Fixed Annuities, Mutual Funds, Series 7, Quality Assurance, Relationship Management, Risk Management, Life Insurance, Financial Services, Employee Benefits, Securities, Requirements Gathering, SDLC, Business Analysis, Vendor Management, Business Requirements
Education
University of Indianapolis 1964 — 1969
BS, Business Administration
The American College
CLU, ChFC, CLF
Open Systems Technologies March 2008 - Present
Lincoln Financial Group 1983 - 2008
Lincoln National Corporation 1983 - 2008
Lincoln National Life 1982 - 2008
Lincoln Financial 1982 - 2008
Lincoln Re 1998 - 2001
Lincoln Reinsurance 1996 - 2000
Skills
Retirement, Insurance, Retirement Planning, Fixed Annuities, Mutual Funds, Series 7, Quality Assurance, Relationship Management, Risk Management, Life Insurance, Financial Services, Employee Benefits, Securities, Requirements Gathering, SDLC, Business Analysis, Vendor Management, Business Requirements
Education
University of Indianapolis 1964 — 1969
BS, Business Administration
The American College
CLU, ChFC, CLF
Marilynn Weinreich's Lincoln National Life Experience November 1976 - March 1989
Job Custom Cabinetry Design
Industry Design
Experience
MFW Design 2007 - Present
All Wood Treasures 2004 - 2007
Distinctive Custom Cabinetry; Kiesler Enterprises; Closets By Design 1998 - 2004
Oxford Health Plans 1996 - 1997
PostScript 1995 - 1997
Tufts Health Plan March 1989 - January 1994
Lincoln National Life November 1976 - March 1989
Education
Iowa State University
BS
MFW Design 2007 - Present
All Wood Treasures 2004 - 2007
Distinctive Custom Cabinetry; Kiesler Enterprises; Closets By Design 1998 - 2004
Oxford Health Plans 1996 - 1997
PostScript 1995 - 1997
Tufts Health Plan March 1989 - January 1994
Lincoln National Life November 1976 - March 1989
Education
Iowa State University
BS
Bob Labadi's Lincoln National Life Experience January 1995 - October 1995
Job Real Estate and Stock Portfolio Manager
Industry Investment Management
Experience
Amanee Inc September 2007 - Present
Tellabs Global Services, Inc April 2000 - June 2007
Tellabs 2000 - June 2007
Tellabs 2000 - 2007
Alliance International Trade & Marketing Associates October 1995 - March 2000
Lincoln National Life January 1995 - October 1995
MetLife October 1985 - May 1994
MetLife 1986 - 1993
Skills
Telecommunications, Project Management, Process Improvement
Education
Northern Illinois University 1978 — 1982
Bachelor of Science, Industrial Management
Amanee Inc September 2007 - Present
Tellabs Global Services, Inc April 2000 - June 2007
Tellabs 2000 - June 2007
Tellabs 2000 - 2007
Alliance International Trade & Marketing Associates October 1995 - March 2000
Lincoln National Life January 1995 - October 1995
MetLife October 1985 - May 1994
MetLife 1986 - 1993
Skills
Telecommunications, Project Management, Process Improvement
Education
Northern Illinois University 1978 — 1982
Bachelor of Science, Industrial Management
Diann Eggleston's Lincoln National Life Experience January 2002 - December 2006
Job Senior Vice President Tax at Guggenheim Insurance
Industry Financial Services
Experience
Guggenheim Insurance June 2012 - Present
Lincoln Financial Group/Lincoln National Life Insurance September 1998 - June 2012
Lincoln National Life January 2002 - December 2006
Lincoln National Life September 1998 - December 2001
Skills
Tax, Auditing, Finance, Mergers & Acquisitions, Corporate Tax, Income Tax, CPA, Financial Planners, Mutual Funds, Banking, Preparation, Financial Analysis, Financial Reporting, Strategic Financial..., Management, Accounting, Financial Modeling, Financial Services, Investments, Due Diligence, Risk Management
Education
Texas A&M University 1985 — 1986
Master of Science, Tax
Black Hills State University 1983 — 1985
Bachelor of Science, Accounting
Purdue University 1981 — 1983
Accounting
Guggenheim Insurance June 2012 - Present
Lincoln Financial Group/Lincoln National Life Insurance September 1998 - June 2012
Lincoln National Life January 2002 - December 2006
Lincoln National Life September 1998 - December 2001
Skills
Tax, Auditing, Finance, Mergers & Acquisitions, Corporate Tax, Income Tax, CPA, Financial Planners, Mutual Funds, Banking, Preparation, Financial Analysis, Financial Reporting, Strategic Financial..., Management, Accounting, Financial Modeling, Financial Services, Investments, Due Diligence, Risk Management
Education
Texas A&M University 1985 — 1986
Master of Science, Tax
Black Hills State University 1983 — 1985
Bachelor of Science, Accounting
Purdue University 1981 — 1983
Accounting
Carolyn Noyes's Lincoln National Life Experience August 1999 - April 2001
Job EPIC Instructional Designer/Implementation Analyst at Parkview Health
Industry Hospital & Health Care
Experience
Parkview Health July 2013 - Present
Parkview Health April 2012 - July 2013
Investigo Corporation/Broadridge June 2006 - April 2012
Lincoln Financial Advisors April 2001 - July 2006
Lincoln Financial Group 1987 - 2006
Lincoln National Life August 1999 - April 2001
Lincoln Re (now Swiss Re) August 1996 - January 1999
Lincoln Re (now Swiss Re) June 1992 - August 1996
Lincoln National Corporation EBD October 1989 - June 1992
Lincoln National Corporation EBD January 1987 - October 1989
Skills
Consulting, Customer Satisfaction, Microsoft Office, Finance, Process Engineering, Securities, Training, Coaching, Change Management, Program Management, CRM, Software Documentation, Healthcare, Process Improvement, Customer Service, Healthcare Information..., Hospitals, Leadership, Business Analysis, Analysis, Team Building, Strategic Planning, HIPAA, Financial Services
Education
Indiana University
Bachelor of Science, Business Administration
Indiana University
Business Administration
Indiana University
Business Administration
Indiana University
Business Administration
Indiana University
Business Administration
Indiana University Bloomington
bachelor of science, Business Administration and Management, General
Parkview Health July 2013 - Present
Parkview Health April 2012 - July 2013
Investigo Corporation/Broadridge June 2006 - April 2012
Lincoln Financial Advisors April 2001 - July 2006
Lincoln Financial Group 1987 - 2006
Lincoln National Life August 1999 - April 2001
Lincoln Re (now Swiss Re) August 1996 - January 1999
Lincoln Re (now Swiss Re) June 1992 - August 1996
Lincoln National Corporation EBD October 1989 - June 1992
Lincoln National Corporation EBD January 1987 - October 1989
Skills
Consulting, Customer Satisfaction, Microsoft Office, Finance, Process Engineering, Securities, Training, Coaching, Change Management, Program Management, CRM, Software Documentation, Healthcare, Process Improvement, Customer Service, Healthcare Information..., Hospitals, Leadership, Business Analysis, Analysis, Team Building, Strategic Planning, HIPAA, Financial Services
Education
Indiana University
Bachelor of Science, Business Administration
Indiana University
Business Administration
Indiana University
Business Administration
Indiana University
Business Administration
Indiana University
Business Administration
Indiana University Bloomington
bachelor of science, Business Administration and Management, General
Mark Brooks, CLU, ChFC's Lincoln National Life Experience 1976 - 1978
Job Sales Manager at ClarkLamiHembree
Industry Insurance
Experience
Clark-Lami-Hembree, Inc. 2002 - Present
SAFECO Life & Investments 1986 - 2002
Transamerica 1981 - 1986
Metropolitan Life 1978 - 1980
Lincoln National Life 1976 - 1978
Education
Oklahoma State University
Clark-Lami-Hembree, Inc. 2002 - Present
SAFECO Life & Investments 1986 - 2002
Transamerica 1981 - 1986
Metropolitan Life 1978 - 1980
Lincoln National Life 1976 - 1978
Education
Oklahoma State University
Lisa Winters's Lincoln National Life Experience October 2001 - October 2005
Job EVP, Chief Actuary at Scottish Re
Industry Insurance
Experience
Scottish Re May 2015 - Present
Scottish Re April 2013 - May 2015
Scottish Re October 2005 - March 2013
Lincoln National Life October 2001 - October 2005
Lincoln Re July 1997 - October 2001
Jackson National Life 1989 - 1997
Delta Dental Plan of Michigan January 1987 - July 1989
Skills
Reinsurance, Actuarial, Financial Reporting, Insurance
Education
Michigan State University 1982 — 1986
BS, Mathematics
Scottish Re May 2015 - Present
Scottish Re April 2013 - May 2015
Scottish Re October 2005 - March 2013
Lincoln National Life October 2001 - October 2005
Lincoln Re July 1997 - October 2001
Jackson National Life 1989 - 1997
Delta Dental Plan of Michigan January 1987 - July 1989
Skills
Reinsurance, Actuarial, Financial Reporting, Insurance
Education
Michigan State University 1982 — 1986
BS, Mathematics
Jerry Fezi's Lincoln National Life Experience June 1974 - December 2001
Job Developer Analyst at K&K Insurance Group, Inc.
Industry Transportation/Trucking/Railroad
Experience
K&K Insurance Group, Inc. September 2014 - Present
Specialized Transportation Inc. July 2005 - August 2014
Britiana July 2004 - July 2005
SwissRe December 2001 - April 2003
Lincoln National Life June 1974 - December 2001
Skills
COBOL, Analysis, DB2, Programming, JCL, Application Development, Software Development, Problem Solving, VSAM, Requirements Analysis, Process Improvement, Microsoft SQL Server, Data Analysis, SDLC, Software Documentation, Fileaid, Business Analysis, SQL, Databases, Project Management, Java, Requirements Gathering, Database Design, Testing, JavaScript, Mainframe, Disaster Recovery, Integration, MS Project, TSO, Xpediter, Syncsort, MVS, CICS, ISPF, Visual Basic, Business Requirements, IBM Mainframe, IT Management, Access, QMF, Vendor Management, Troubleshooting, Information Technology, SPUFI, Easytrieve, Program Management, Systems Analysis, IBM Utilities, Business Intelligence
Education
Purdue University 1970 — 1974
BS, Math
K&K Insurance Group, Inc. September 2014 - Present
Specialized Transportation Inc. July 2005 - August 2014
Britiana July 2004 - July 2005
SwissRe December 2001 - April 2003
Lincoln National Life June 1974 - December 2001
Skills
COBOL, Analysis, DB2, Programming, JCL, Application Development, Software Development, Problem Solving, VSAM, Requirements Analysis, Process Improvement, Microsoft SQL Server, Data Analysis, SDLC, Software Documentation, Fileaid, Business Analysis, SQL, Databases, Project Management, Java, Requirements Gathering, Database Design, Testing, JavaScript, Mainframe, Disaster Recovery, Integration, MS Project, TSO, Xpediter, Syncsort, MVS, CICS, ISPF, Visual Basic, Business Requirements, IBM Mainframe, IT Management, Access, QMF, Vendor Management, Troubleshooting, Information Technology, SPUFI, Easytrieve, Program Management, Systems Analysis, IBM Utilities, Business Intelligence
Education
Purdue University 1970 — 1974
BS, Math
Karen Barnhart's Lincoln National Life Experience 1976 - 1981
Job Manager, Client Service at Group Benefit Services
Industry Insurance
Experience
Group Benefit Services July 2013 - Present
Group Benefit Services January 2001 - July 2014
Lincoln National Life 1976 - 1981
Skills
Insurance, Employee Benefits, Underwriting, Customer Service, Life Insurance, Microsoft Office, Management, Property & Casualty..., Microsoft Excel
Education
Prince George's Community College 1974 — 1976
Associate of Arts (A.A.), Dental Assisting
Friendly Senior High 1972 — 1974
HS diploma, College Prep
Group Benefit Services July 2013 - Present
Group Benefit Services January 2001 - July 2014
Lincoln National Life 1976 - 1981
Skills
Insurance, Employee Benefits, Underwriting, Customer Service, Life Insurance, Microsoft Office, Management, Property & Casualty..., Microsoft Excel
Education
Prince George's Community College 1974 — 1976
Associate of Arts (A.A.), Dental Assisting
Friendly Senior High 1972 — 1974
HS diploma, College Prep
Jack Boersma's Lincoln National Life Experience April 1976 - February 1988
Job President at SDG Holdings, Inc.
Industry Medical Devices
Experience
Recon Company, LLC October 2012 - Present
SDG Holdings, Inc. August 2012 - Present
Midland International, Inc. October 2001 - Present
Lotridge Rubber Company September 2004 - October 2009
Covenant Capital, LLC February 2003 - August 2004
Goldstine Knapke December 2001 - February 2003
Midland, Inc. February 1995 - October 2001
Corporate Software Solutions May 1993 - August 2001
K & K Sports / Leisure Insurance February 1988 - June 1995
Lincoln National Life April 1976 - February 1988
Skills
Marketing Strategy, New Business Development, Start-ups, Sales Management, Negotiation, Sales, Team Building, Social Media Marketing, Marketing Communications, Product Development
Education
Calvin College
Bachelor's Degree, Economics
Central Michigan University
Master of Business Administration (M.B.A.), Management
Recon Company, LLC October 2012 - Present
SDG Holdings, Inc. August 2012 - Present
Midland International, Inc. October 2001 - Present
Lotridge Rubber Company September 2004 - October 2009
Covenant Capital, LLC February 2003 - August 2004
Goldstine Knapke December 2001 - February 2003
Midland, Inc. February 1995 - October 2001
Corporate Software Solutions May 1993 - August 2001
K & K Sports / Leisure Insurance February 1988 - June 1995
Lincoln National Life April 1976 - February 1988
Skills
Marketing Strategy, New Business Development, Start-ups, Sales Management, Negotiation, Sales, Team Building, Social Media Marketing, Marketing Communications, Product Development
Education
Calvin College
Bachelor's Degree, Economics
Central Michigan University
Master of Business Administration (M.B.A.), Management