Charlie Zettel

Charlie Zettel is an experienced finance professional currently serving as AVP at Lincoln Financial Group, focusing on Retirement Sales, Relationship Management, and the Virtual Resource Group since April 2013. Prior roles with The Haverford Trust Company from May 2011 to April 2013 included Director of Strategic Client Management, Senior Consultant in Strategy and Project Management, and Technical Research Data Analyst & Project Manager. Responsibilities included managing daily trades, auditing transactions, and assisting investment officers in portfolio management. Charlie began a career in finance as a Research, Marketing, and Operations Intern and holds a Bachelor's degree in Finance from the University of Pittsburgh and an MBA in Finance from La Salle University.