Leeann Smith Email & Phone Number
Senior Relationship Manager @ Lincoln Financial
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Leeann Smith Location
- Phillipsburg, NJ, US
Leeann Smith Work
- 2024 -now Senior Relationship Manager @
- 2012 -now Relationship Manager @
- 2006 -2009 Client Service Director, Global Institutional Group @
- 2000 -2006 Client Service Director, Advisor Network @
- 1999 -2000 Conversion Specialist @
- 1997 -1999 Daily Recordkeeping Administrator @
Leeann Smith Education
- Purdue University
Bachelors (Economics with Concentrations in Math, and Business Management)
1995-1997 - Lafayette College
(Economics, Math)
1993-1995 - Phillipsburg High School 1989-1993
Leeann Smith Skills
- Retirement
- 401k
- Customer Relations
- ERISA
- Institutional
- Asset Allocation
- Investments
- Account Management
- Conversions
- Product Management
- Vendor Management
- Vendor Relations
- Excel
- Team Leadership
- Mergers
- Microsoft Office
- New Business Development
- Outlook
- PowerPoint
- Team Management
- Customer Service
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 2 mobile phone numbers on RocketReach.
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