Dave Lingel Email & Phone Number
Director of Planning and Investment Operations @ Anchor Financial Partners
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Dave Lingel Location
- Marietta, GA, US
Dave Lingel Work
- 2025 -now Director of Planning and Investment Operations @
- 2022 -now Financial Planning Analyst @
- 2021 -2022 Registered Administrative Representative @ Cetera Advisors LLC
- 2019 -2021 Registered Client Associate @
- 2015 -2019 Premier Banker @ Wells Fargo Bank, N.A.
- 2014 -2015 Financial Representative @
- 2012 -2014 President @ Progression Management Consulting, Inc.
- 2007 -2012 Firm Administrator @
- 2006 -2007 Payroll Coordinator @
- 1999 -2006 Firm Administrator @ Cuthill & Eddy LLC
- 1996 -1999 Payroll Clerk @ Community Health Centers, Inc.
Dave Lingel Education
- UCF College of Business
B.S.B.A. (Management)
2001-2005 - Florida Metropolitan University
A.S. (Computer Information Systems)
1997-2000
Dave Lingel Skills
- Financial Planning
- Life Insurance
- Disability Insurance
- Retirement Savings
- Debt Elimination
- Long Term Care Insurance
- Succession Planning
- Key Person Insurance
- 401k
- Roth IRA
- Education Savings
- 529 Plans
- Employee Benefits
- Variable Annuities
- Fixed Annuities
- Series 7
- Strategic Planning
- Management
- Coaching
- Performance Management
- Recruiting
- Organizational Development
- Accounting
- Employee Relations
- Benefits Administration
- Employee Training
- Conflict Resolution
- Microsoft Office
- Retirement Planning
- Policy
- Onboarding
- Leadership Development
- Talent Management
- HR Policies
- Talent Acquisition
- Personnel Management
- Interviews
- HR Consulting
- Workforce Planning
- Payroll
- Human Resources
- Credit Cards
- Home Equity Lines of Credit
- Unsecured Loans
- Mortgage Lending
- Leadership
- Finance
Dave Lingel Summary
- Dave Lingel, based in Marietta, GA, US, is currently a Director of Planning and Investment Operations at Anchor Financial Partners- Northwestern Mutual. Dave Lingel brings experience from previous roles at Anchor Financial Partners, Cetera Advisors LLC, Wells Fargo Advisors and Wells Fargo Bank, N.A.. Dave Lingel holds a 2001 - 2005 B.S.B.A. in Management @ UCF College of Business. With a robust skill set that includes Financial Planning, Life Insurance, Disability Insurance, Retirement Savings, Debt Elimination and more. Dave Lingel has 1 emails and 1 mobile phone numbers on RocketReach.
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