Charlie Zettel

AVP, Retirement Sales, Relationship Management & Virtual Resource Group @Lincoln Financial

Ardmore, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2022 — Present

AVP, Retirement Sales, Relationship Management & Virtual Resource Group @Lincoln Financial

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Radnor, PA, US

EDUCATION

2010 — 2011

La Salle University

MBA, Finance

2006 — 2010

University of Pittsburgh

Bachelors, Finance

SKILLS

LeadershipFixed IncomeFinancial ModelingAsset ManagementMicrosoft ExcelMarketingOptionsAuditingValuationSeries 7Wealth ManagementFinancial AnalysisAsset AllocationManagementBloombergFinancial ServicesInvestmentsMutual FundsSecuritiesEquitiesSeries 63

ABOUT CHARLIE ZETTEL

AVP, Retirement Sales, Relationship Management & Virtual Resource Group

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Charlie Zettel — AVP, Retirement Sales, Relationship Management & Virtual Resource Group at Lincoln Financial in Ardmore, PA, US | Unifers