JM

Joanne McKelvey

Vice President, Product And Platform Management at Lincoln Investment Planning

JoAnne McKelvey has an extensive background in financial services, having held various roles in operations, relationship management, and product management. With over two decades of experience in the industry, JoAnne has worked at notable companies such as Lincoln Investment, Capital Analysts Incorporated, Prudential, and People's First Community Bank. JoAnne holds a BA in Sociology from Rosemont College.

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Timeline

  • Vice President, Product And Platform Management

    May, 2023 - present

  • Vice President Relationship Management Product Management

    May, 2021

  • Director Of Relationship Management

    October, 2013

  • Director Of Operations Support

    June, 2012

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