Download PDF

Work experience

Jul 2013Present

Senior Provider Management Specialist

Lincoln Investment Planning, Inc
  • Work directly with registered representatives to correct reporting issues
  • Train new employees
  • Create and deliver presentations to upper management
Jan 2011Present

Head of Electronic Mutual Fund and Annuity Relationships

Lincoln Investment Planning, Inc.
  • Establish a rapport with targeted companies
  • Negotiate networking agreements
  • Update rules on AS400 system
Jul 2007Jul 2013

Provider Management Specialist

Lincoln Investment Planning, Inc.
  • Create and reconcile clients' accounts
  • Maintain contacts at Mutual Fund and Annuity Companies
  • FundServ processing
  • Pershing account reconciliation
  • Update appropriate parties on pertinent fund information
  • Assist Supervisor on special projects


Sep 2010Aug 2015

Professional MBA Program - Entrepreneurship

Drexel University
Aug 2003May 2007

B.S. in Finance and Business Administration

Bloomsburg University


Nov 2011Present

Series 7


General Securities Representative

Other Professional Experience

Advanced Physician Management Service


  • Assisted with the department's budget, bank reconciliations, and accounts payable
  • Created and enhanced budgeting spreadsheets
  • Provided back-up assistance to the department's billers
  • Organized and filed billing statements