Position:
AVP, Advanced Markets Attorney at Lincoln Financial Group
Work:
Lincoln Financial Group
since 2009
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AVP, Advanced Markets Attorney
Lincoln Financial Distributors
Apr 2006 - Dec 2008
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AVP Advanced Sales Attorney
Jefferson Pilot Financial
Jan 2003 - Mar 2006
-
AVP, Advanced Sales Attorney
Genworth Financial
1996 - 2002
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Manager, Advanced Sales
Life of Virginia
1996 - 1997
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Adv Sales
Shenandoah Life Insurance Company
1994 - 1996
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Adv Marketing Consultant
Education:
Duquesne University School of Law 1980 - 1983
JD, Law
West Virginia University 1976 - 1980
BSBA, Accounting
Skills:
Strategic Financial Planning, Estate Planning, Income Tax, Life Insurance, Charities, Financial Services, Trusts
Honor & Awards:
CLU: Chartered Life Underwriter,
CFP: Certified Financial Planner (r)