Leeann Smith's Location
Phillipsburg, NJ, US
Leeann Smith's Work
- Relationship Manager @ Lincoln Financial Group
- Client Service Director, Global Institutional Group @ SEI
- Client Service Director, Advisor Network @ SEI
Leeann Smith's 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's Skills
- Retirement
- 401k
- Customer Relations
- ERISA
- Institutional
- Asset Allocation
- Investments
- Account Management
- Conversions
- Product Management
Leeann Smith's Summary
LeeAnn Smith, based in Phillipsburg, NJ, US, is currently a Relationship Manager at Lincoln Financial Group, bringing experience from previous roles at SEI, BISYS and SunTrust Bank. 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 contributes valuable insights to the industry. LeeAnn Smith has 2 emails on RocketReach.
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