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Lincoln Investment Planning

2 followers

‌

Full-service broker-dealer and registered investment advisor, serving over 235,000 investors, representing over $23 billion in assets.

Industries

Finance

Headquarters

Wyncote, United States

Employees

501-1,000

Links

Org chart

Ed Forst
CEO & President
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Kathy Leckey
EVP & COO
Diane M. Mccarthy
CFO & EVP
Maureen Mattson
Chief Compliance Officer
Kevin O’leary
EVP & Chief Growth Officer
Steven Flax
SVP, Human Resources
TL
Thomas L.
Svp, Sales Management
Steve Mayhew
Senior Vice President Investment Management & Research
JM
Joanne McKelvey
Vice President, Product And Platform Management
Kristin Bonno
Vice President, Transformation And Training
Mike Harm
Vice President, Head Of Digital Workplace
KW
Kerrie Whelan
Vp, Technology
Rushi Patel
Chief Architect
Raymond Spinelli
Regional Vice President

Teams

JV
+14

Operations and Support

18 people · 0 jobs

+10

Leadership Team

14 people · 0 jobs

+12

Sales and Marketing

16 people · 0 jobs

+9

Technology and Development

13 people · 0 jobs

+5

Human Resources and Recruitment

9 people · 0 jobs

+3

Investment and Trading

7 people · 0 jobs

Offices

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