Leeann Smith Location
Phillipsburg, NJ, US
Leeann Smith Work
- 2024 - now Senior Relationship Manager @ Lincoln Financial
- 2012 - now Relationship Manager @ Lincoln Financial
- 2006 - 2009 Client Service Director, Global Institutional Group @ SEI
Leeann Smith Education
- Purdue University
Bachelors (Economics with Concentrations in Math, and Business Management)
1995 - 1997 - Lafayette College
(Economics, Math)
1993 - 1995 - Phillipsburg High School1989 - 1993
Leeann Smith Skills
- Retirement
- 401k
- Customer Relations
- ERISA
- Institutional
- Asset Allocation
- Investments
- Account Management
- Conversions
- Product Management
Leeann Smith Summary
Leeann Smith, based in Phillipsburg, NJ, US, is currently a Senior Relationship Manager at Lincoln Financial. Leeann Smith brings experience from previous roles at Lincoln Financial, SEI and BISYS. Leeann Smith holds a 1995 - 1997 Bachelors in Economics with Concentrations in Math, and Business Management @ Purdue University. With a robust skill set that includes Retirement, 401k, Customer Relations, ERISA, Institutional and more. Leeann Smith has 1 emails and 1 mobile phone numbers on RocketReach.
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