Jacob Lin
- Role
- Central Review Desk Team Manager at PNC
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
Experience
Central Review Desk Team Manager
Jan 2023 — Present
Experienced professional in Investment Sales and Supervision. Currently managing a team of Designated Supervisory Principals with the following responsibilities: • Firm investment complaints • Incoming/Outgoing correspondence and retail communications review • Investment email reviews • Financial planning/Morningstar reports/Financial reporting and Seminar reviews • Electronic signature reviews • LinkedIn/Social media reviews Completed three projects: 1. PNCI…
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