Emily Rossmell

Contracts & Financial Analyst II at Lincoln Investment Planning

Emily Rossmell has been with Lincoln Investment since November 2017, starting as a Finance/Contracts Intern before moving up to the position of Contracts & Financial Analyst. In this role, Emily is responsible for tracking and maintaining information related to contracted products and services. Prior to this, Emily worked as a Compliance Intern, where Emily worked on tasks such as updating ADV2B bios and reviewing advisor websites. Emily also has experience as an Advisor Consulting Intern, preparing marketing kits and assisting with client interactions. Emily also has a background in customer service, having worked as a Customer Service Specialist at JCPenney. Emily holds a Bachelor of Business Administration in Finance from Pace University.

Links

Timeline

  • Contracts & Financial Analyst II

    April, 2023 - present

  • Contracts Financial Analyst

    June, 2019

  • Finance Contracts Intern

    May, 2018

  • Compliance Intern

    November, 2017

  • Advisor Consulting Intern

    May, 2017

A panel showing how The Org can help with contacting the right person.