Dave Lingel
Director of Planning and Investment Operations - Anchor Financial Partners | Anchoring Your Financial Future
- Role
- Director of Planning and Investment Operations at Anchor Financial Partners- Northwestern Mutual
- Location
- Marietta, GA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Dave Lingel
Our mission is to provide high-net-worth families and executives with comprehensive…
Experience
Director of Planning and Investment Operations
Anchor Financial Partners- Northwestern Mutual
Aug 2025 — Present · Atlanta, GA, US
Education
UCF College of Business
B.S.B.A., Management
2001 — 2005
Florida Metropolitan University
A.S., Computer Information Systems
1997 — 2000
Skills
- Performance Management
- Employee Training
- Payroll
- Employee Benefits
- Succession Planning
- Onboarding
- Debt Elimination
- 529 Plans
- Key Person Insurance
- Leadership
- Talent Management
- Conflict Resolution
- Long Term Care Insurance
- Retirement Planning
- Accounting
- Talent Acquisition
- Human Resources
- HR Consulting
- Disability Insurance
- Series 7
- Fixed Annuities
- Credit Cards
- Management
- Benefits Administration
- Financial Planning
- Mortgage Lending
- Employee Relations
- Strategic Planning
- Unsecured Loans
- Workforce Planning
- Roth Ira
- Home Equity Lines of Credit
- Interviews
- Leadership Development
- Life Insurance
- Recruiting
- Finance
- HR Policies
- Policy
- Education Savings
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