Linda Lipovetsky

Linda Lipovetsky, ChFC®, RICP®, CLTC® has a range of work experience in various roles and industries. Linda is currently working as a Principal Customer Success Manager at Unqork since March 2022. Prior to that, they served as a Sr. Client Success Leader at Vise from July 2021 to March 2022.

Linda has an extensive background in client management and engagement. Linda worked as a Director of Client Management at Northwestern Mutual from January 2017 to June 2021. Before that, they held the role of Client Engagement Manager at UBS from September 2013 to December 2016. Linda also worked at Northwestern Mutual as a Senior Director of Client Services from February 2011 to August 2013.

In addition to their financial industry experience, Linda has also worked in other fields. Linda was an Assistant Patent Administrator at Objet Geometries from May 2008 to January 2010. Prior to that, they served as a Senior Implementation Manager at LivePerson from June 2005 to December 2007. Linda began their career as a Program Director (Fellowship) at Hillel at the University of Miami from August 2004 to May 2005.

Overall, Linda Lipovetsky has amassed a diverse range of experience in client success, management, and implementation across multiple industries.

Linda Lipovetsky, ChFC®, RICP®, CLTC®, holds a Bachelor's degree in Business Management and IT from Reichman University. Linda also obtained a Master of Science degree in Management from New York University - Polytechnic School of Engineering. In addition to their academic background, Linda has various certifications including Novice Configurator from Unqork, Certified in Long Term Care (CLTC) from Harley Gordon, Esq., Retirement Income Certified Professional® from The American College of Financial Services, and Chartered Financial Consultant® from The American College of Financial Services. Furthermore, they hold FINRA Series 63 and Series 7 certifications, along with proficiency in Life, Accident Health Insurance, Variable Life & Variable Annuities obtained from the New York State Department of Financial Services.