Deanna DiDomenico
Colorado Springs,CO
Summary
Experienced professional committed to providing students with tools and resources to succeed academically. Highly organized and detail-oriented with passion for helping children reach academic goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Focus Group Participant
User Interviews, UserTesting, And Panelpolls
12.2015 - Current
- Meet with a myriad of large companies including many Fortune 100 companies to provide input and suggestions on their websites and products to improve their offerings
- Use creativity and interpersonal skills to assist companies and receive consistent 5 star ratings and reviews as a result
- Selected to be a part of numerous childhood and preadolescent focus groups sharing thoughts products and media geared for children
- Participate in website usability testing to provide a fresh perspective and quality management of new and improved company websites
Senior Investment Research Analyst
Lincoln Financial Group
06.2008 - 07.2013
- Participated in all aspects of the fund addition and removal process for the funds used within Lincoln's variable life, variable annuity, and defined contribution products including monitoring the performance of existing funds, leading fund searches for new and replacement funds, distributing and analyzing RFPs, meeting with prospective fund companies and making final fund addition and removal recommendations to management
- Presented pertinent fund information to the Lincoln Variable Insurance Product Trust's Board of Directors, including key details on underperforming funds, new and replacement fund proposals, and the results of quarterly investment fund analysis reports
- Conducted regular on-site due diligence visits with investment managers as part of the selection and ongoing evaluation process of the funds used within Lincoln's products
- Served as a key fund contact for sales representatives, Product Management, pricing, hedging, Compliance, and Legal, and responded to questions as needed
Professional Development Program
Lincoln Financial Group
08.2005 - 06.2008
- Selected to be part of Lincoln's Professional Development Program (PDP), a rotational leadership development program designed to develop Lincoln's future leaders that required each participant to rotate among three roles within Lincoln Financial Group within three years and work in at least two of Lincoln's corporate offices.
Profitability Management & Analysis Associate
Lincoln Financial Group
09.2007 - 06.2008
- Assisted with the coordination and analysis of the annual budget process by compiling budget information from department heads, analyzing the data, and summarizing the findings for management
- Managed and maintained the monthly retirement product financial dashboard reports used to communicate the financial status of Lincoln's retirement business to management
- Provided suggestions for and streamlined a number of processes including automating the department's monthly product management report
- Served as the technical expert person on the team after gaining a thorough understanding of the financial systems used to create the business unit's financial reports
Security Fund Specialist
Lincoln Financial Group
09.2006 - 08.2007
- Prepared and compiled the quarterly investment review reports used to make fund addition and removal decisions and participated in discussions involving fund changes within Lincoln's variable annuity, variable life, and defined contribution products
- Served as an expert resource for regional account managers and sales representatives on fund related issues including fund fees and availability.
- Analyzed fund performance problems and gained an understanding of all relevant fund information for five mutual fund companies
Securities Services Consultant
Lincoln Financial Group
08.2005 - 08.2006
- Assisted clients and Lincoln Financial Advisors with account questions and securities trading
- Achieved blue chip customer service status each month demonstrating exemplary interpersonal skills
- Assumed the responsibilities of the quality manager, which included reviewing calls, identifying trends, and reporting findings to management
- Led a focus group consisting of representatives from each internal Lincoln Financial Advisor department to improve interdepartmental communication and customer service
Education
Honors Bachelor of Science in Business Administration -
University of Delaware
Newark, DE05.2005
Skills
- Microsoft Office (Excel, PowerPoint, Word, Access, Project)
- Critical Thinking
- Adaptability
- Effective Communication
- Organizational and Planning Skills
- Public Speaking
Certification
CFA® charterholder, 2011-2013
Additional Information
Nursery Volunteer at Rock Family Church
Timeline
Focus Group Participant
User Interviews, UserTesting, And Panelpolls
12.2015 - Current
Senior Investment Research Analyst
Lincoln Financial Group
06.2008 - 07.2013
Profitability Management & Analysis Associate
Lincoln Financial Group
09.2007 - 06.2008
Security Fund Specialist
Lincoln Financial Group
09.2006 - 08.2007
Professional Development Program
Lincoln Financial Group
08.2005 - 06.2008
Securities Services Consultant
Lincoln Financial Group
08.2005 - 08.2006
Honors Bachelor of Science in Business Administration -
University of Delaware
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