Lincoln Investment
A Virtual Sales Assistant at Lincoln Investment supports financial advisors by managing client interactions, processing business requests, and providing administrative support. The role involves coordinating meetings, maintaining client relationships, and assisting with financial planning.
Headquarters
Fort Washington, Pennsylvania, United States
Company Size
201-500 employees
Founded
1968
Full-service broker-dealer and registered investment adviser, serving over 315,000 investors, representing over 55 billion in assets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Lincoln Investment.
31% below the average for this role