Lincoln Ross Location
Boston, MA, US
Lincoln Ross Work
- 2026 - now President @ The Pacific Financial Group, Inc.
- 2022 - now President and CEO @ CircleBlack
- 2020 - 2022 Advisory Board Member @ Radivision
- 2020 - 2021 Chief of Business Operations @ Envestnet, Inc
- 2015 - 2020 Executive Vice President, Head of Product and Operations @ Envestnet, Inc
- 2012 - 2015 Managing Director, Strategy @ Envestnet, Inc
- 2010 - 2011 President and CEO @ BNP Paribas Asset Management
- 2005 - 2010 Managing Director, Technology and Product Development @ BNP Paribas Asset Management
- 2003 - 2005 Product Development @ BNP Paribas Asset Management
- 1997 - 1998 Customer Service Representative @ John Hancock Financial Services
Lincoln Ross Education
- Boston University
Master of Science (M.S.) (Computer Science)
2004 - 2008 - University of New Hampshire
Bachelor of Arts (B.A.) (English Language and Literature/Letters)
1992 - 1996
Lincoln Ross Skills
- Mutual Funds
- Management
- Asset Management
- Series 7
- Securities
- Equities
- Asset Allocation
- Investments
- Portfolio Management
- Financial Services
Lincoln Ross Summary
Lincoln Ross, based in Boston, MA, US, is currently a President at The Pacific Financial Group, Inc.. Lincoln Ross brings experience from previous roles at CircleBlack, Inc., Radivision and Envestnet, Inc. Lincoln Ross holds a 2004 - 2008 Master of Science (M.S.) in Computer Science @ Boston University. With a robust skill set that includes Mutual Funds, Management, Asset Management, Series 7, Securities and more. Lincoln Ross has 3 emails and 1 mobile phone numbers on RocketReach.
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Others Named Lincoln Ross
-
Lincoln Ross
President at The Pacific Financial Group, Inc.
Boston, MA, US35 -
2
Top The Pacific Financial Group, Inc. Employees
-
Ron Rice
Head of Marketing at The Pacific Financial Group, Inc.
Kirkland, WA, US25+ -
23
-
Jill Dildine
Corp VP and CFO at The Pacific Financial Group, Inc.
Bellevue, WA, US13 -
Marty Pearson
VP of IT at The Pacific Financial Group, Inc.
Seattle, WA, US25+ -
45+ -
Megan Meade
Managing Member at The Pacific Financial Group, Inc.
Bellevue, WA, US15+ -
25+
-
James Molloy
Advisor to the Managing Members at The Pacific Financial Group, Inc.
Newport Beach, CA, US35+ -
Neil Nakagawa
Regional Vice President at The Pacific Financial Group, Inc.
Sacramento, CA, US25 -
Connor Rochelle
Senior Analyst at The Pacific Financial Group, Inc.
Newport Beach, CA, US21 -
23
-
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