Experience

Lincoln Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Salesforce Platform Consultant

  • Jan 2023 - Present

• Business Insurance Consultant

  • Apr 2019 - Dec 2022

  Hartford, Connecticut Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. LCN- 3250539-092120

• Internal Wholesaler

  • May 2016 - Apr 2019

  Hartford, Connecticut • Producer Group Channel • Manage a $10m territory consisting of 120 firms across the northeast • Support customers by running product illustrations and asking open ended questions to determine what Lincoln solution works best for their client’s needs • Consultatively work with other departments within Lincoln to solve customer’s problems • Communicate with external partner about business plan and territory management • Collaborate with colleagues on best practices and advanced… Show more • Producer Group Channel • Manage a $10m territory consisting of 120 firms across the northeast • Support customers by running product illustrations and asking open ended questions to determine what Lincoln solution works best for their client’s needs • Consultatively work with other departments within Lincoln to solve customer’s problems • Communicate with external partner about business plan and territory management • Collaborate with colleagues on best practices and advanced case design

• Inbound Sales Representative

  • Jul 2015 - Apr 2016

  Hartford, Connecticut • Field inbound calls from advisors and ask open ended questions to identify if the sales desk can execute their request • Support advisors by running product illustrations and demonstrating knowledge of Lincoln’s products • Identify advisors hierarchy, support channel and internal wholesaler in order to update the wholesaler on activity with the agent



University of Connecticut

• United States
• Higher Education
• 700 & Above Employee

• Baseball Student Manager

  • Sep 2012 - May 2015

  Storrs, CT • Ran a 150-person event for our boosters and alumni • Organized, maintained, and cultivated a database of thousands of recruits, alumni, and boosters • Helped to raise $300,000 per year from the baseball donors and executed a thank-you gift program for the donors • Managed invitations, fundraising, and registration at all camps, alumni events, and booster events • Planned and executed travel relations for a forty-person team by selecting and booking hotel accommodations, flights… Show more • Ran a 150-person event for our boosters and alumni • Organized, maintained, and cultivated a database of thousands of recruits, alumni, and boosters • Helped to raise $300,000 per year from the baseball donors and executed a thank-you gift program for the donors • Managed invitations, fundraising, and registration at all camps, alumni events, and booster events • Planned and executed travel relations for a forty-person team by selecting and booking hotel accommodations, flights and bus transportation for 13 locations as well as managing the budget for meal money and travel expenses Show less



Pi Beta Phi Fraternity for Women

• United States
• Non-profit Organizations
• 700 & Above Employee

• Vice President of Communications

  • Dec 2013 - Dec 2014

  •Responsible for promoting and maintaining positive external relationships with the university, faculty, parents and alumnae •Acted as chapter delegate to college Panhellenic Council for all Greek women’s sororities •Managed chapter communications media including press releases, alumnae newsletters, chapters’ official website and contributions to the fraternity’s official magazine, The Arrow® •Encouraged and promoted opportunities for campus involvement



Artisans Way

• Sales Associate; Digital Media Consultant

  • Jun 2014 - Aug 2014

  Concord, MA



Soft As A Grape

• Sales Associate

  • Jun 2012 - Aug 2012

  Falmouth, MA



Cape Cod Baseball League

• United States
• Spectator Sports
• 1 - 100 Employee

• Intern

  • Jun 2012 - Aug 2012

  Bourne, MA •Maintained the front gate by asking for donations, distributing stats sheets, and selling programs •Solicited donations through the 50/50 and First Pitch tables •Ran concessions by preparing food, taking and fulfilling order, and working the register