Cynthia Brueckman, Jesse Coleman and Lee Ann Smith joined the firm as client relationship managers. In addition, Matt Goodman has been promoted to director of client relationship management and Brad Carman to relationship manager of the Plan Sponsor Experience Team.
Brueckman has worked in the retirement industry since 1995 as a retirement plan consultant, relationship manager and an account executive. She comes to Lincoln from Register Financial Advisors LLC where she was a senior client relationship manager. Brueckman earned a bachelor’s degree from Rochester Institute of Technology and an ABA certificate in paralegal studies from Fairleigh Dickinson University. She maintains her FINRA Series 6, 7 and 66 and Georgia life, health and variable products licenses. She also holds the Qualified Plan Financial Consultant (QPFC) designation from the American Society of Pension Professionals & Actuaries (ASPPA), and is a member of ASPPA and National Women in Pensions.
Coleman brings more than 17 years of retirement industry experience in the areas of corporate, third-party administration, banking and financial services. He previously was a relationship manager at Wells Fargo Bank. Coleman has a bachelor’s degree in human resources from SUNY Buffalo and an MBA from Mercer University. He maintains a FINRA Series 6 and is a Certified Retirement Services Professional.
Smith has more than 12 years of retirement industry experience in the areas of client services management, investment support, product support, vendor management and implementation. Her most recent role was senior relationship manager at SEI Global Institutional Group. She holds a bachelor’s degree in economics from Purdue University and maintains FINRA Series 6 and 63 licenses.
Goodman has been with the company for more than 10 years and has held positions in both implementation and client relationship management. He most recently served as a senior relationship manager. Carman most recently served as senior retirement consultant and in his new role will focus on retention, customer satisfaction and overall growth and profitability.