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Deals & People October 1, 2013
Lincoln Appoints Client Relationship Managers
Financial
services and investment management firm Lincoln Financial Group added two client
relationship managers to its retirement plan services lineup.
Reported by John Manganaro
Jim Ghormley and Jeffrey Marwitz filled the positions in Lincoln’s plan sponsor experience team, which works with client plan sponsors to choose retirement plan programs that line up with business objectives and attract talented workers.
Before joining Lincoln, Ghormley worked as vice president of relationship management at Prudential Financial. He carries FINRA Series 7 and 63 licenses, as well as a bachelor’s degree in marketing from the University of Texas at Austin.
Marwitz’s previous jobs include terms as vice president and co-lead of retirement plan services at Associated Wealth Management. He received a bachelor’s degree in finance from Northern Illinois University and holds FINRA series 6, 7, 26, and 63 licenses.