Leadership Changes at Lincoln: New Tech and Business Heads
Lincoln Investment Expands Executive Leadership Team
Lincoln Investment Planning, LLC has made significant additions to its executive leadership team, appointing Jason Estes as the new Chief Information and Technology Officer and Dan Alexander as Chief Business Development Officer. This strategic move is aimed at fortifying the firm's commitment to enhancing its service to financial professionals and clients alike.
Jason Estes: A Visionary in Technology Leadership
As the Chief Information and Technology Officer, Jason Estes will spearhead the technology strategy and oversee digital transformation initiatives at Lincoln Investment. His role is pivotal in modernizing IT platforms that support the growth of the firm’s financial professional network and client base.
Bringing over two decades of leadership experience, Estes has a rich background in financial services and digital innovation, having recently served as Chief Information and Digital Officer for First Command Financial Services. There, he played a key role in supporting various aspects of technology, including infrastructure and application development.
Transformative Initiatives Under Estes's Leadership
During his tenure at First Command, Estes led significant modernization efforts. His initiatives included the implementation of cloud-native architecture, establishing agile development operations, and deploying integration patterns across the enterprise. These improvements notably enhanced platform reliability and user engagement.
Expressing his enthusiasm for joining Lincoln Investment, Estes stated, "Lincoln's mission to serve financial professionals and their clients with excellence is one I deeply respect. I look forward to collaborating across the organization to create modern, scalable technology that enhances the overall experience for both the financial professionals and their clients."
Dan Alexander: Driving Business Development
In his capacity as Chief Business Development Officer, Dan Alexander will be responsible for driving revenue growth for Lincoln Investment. He will focus on developing and executing strategic plans that enhance the firm's competitive edge and expand its financial professional network through branch growth and effective retention strategies.
Before coming onboard with Lincoln, Alexander co-founded RetireAware, a consultancy dedicated to market transparency within the retirement sector. His experience within the industry positions him well to propel Lincoln forward in its business development efforts.
Establishing a Strong Foundation for Growth
Alexander shared his excitement about joining Lincoln Investment, stating, "After years of collaborating with Lincoln, I appreciate their unwavering commitment to empowering financial professionals and delivering exceptional outcomes for clients. It is a privilege to join a firm whose values align closely with mine, where growth is driven by transparency and service excellence."
Estes and Alexander join a seasoned leadership team at Lincoln Investment, which includes CEO Ed Forst, President Kathy Leckey, and Chief Financial Officer Diane McCarthy, among others. This cohesive team is poised to navigate the evolving landscape of the financial services industry.
Looking Forward to a Promising Future
With these new appointments, the executives at Lincoln Investment are optimistic about the firm’s trajectory. Kathy Leckey, President and Chief Operating Officer, noted, "This is an exciting time for Lincoln. Ed and I recognize that this leadership team possesses the skill and ambition to guide Lincoln into a bright future."
About Lincoln Investment
For over 56 years, Lincoln Investment has been a trusted name in providing investment strategies and is a leading broker-dealer in the industry. The firm boasts a network of around 1,000 financial professionals across the nation, managing assets worth approximately $55 billion. Furthermore, Lincoln Investment has been recognized as one of the Top Workplaces in the Delaware Valley for an impressive 15 consecutive years, showcasing its commitment to a positive workplace culture.
Frequently Asked Questions
1. Who are the new executives at Lincoln Investment?
The new executives are Jason Estes, the Chief Information and Technology Officer, and Dan Alexander, the Chief Business Development Officer.
2. What is Jason Estes's role at Lincoln Investment?
As Chief Information and Technology Officer, Jason Estes will oversee technology strategy and digital transformation initiatives.
3. What responsibilities does Dan Alexander have?
Dan Alexander will drive revenue growth and develop strategic plans for business development at Lincoln Investment.
4. How many years has Lincoln Investment been in business?
Lincoln Investment has over 56 years of experience in the investment industry.
5. What recognition has Lincoln Investment received?
Lincoln Investment has been named one of the Top Workplaces in the Delaware Valley for 15 years in a row.
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