Dave Lingel

Dave Lingel Email and Phone Number

Director of Planning and Investment Operations @ Anchor Financial Partners- Northwestern Mutual
Marietta, GA, US
Dave Lingel's Location
Marietta, Georgia, United States, United States
Dave Lingel's Contact Details
About Dave Lingel

Our mission is to provide high-net-worth families and executives with comprehensive financial planning and services that anchor their financial security. We believe in fostering genuine relationships, focusing on planning as the foundation, and delivering exceptional value to our clients.Our journey began with a vision to provide financial stability and planning in a world of uncertainty. Each of our team members, from different professional backgrounds, came together to form Anchor Financial Partners. We have a combined experience of over 100 years in the financial industry.Our team serves as the guiding light on your journey, offering comprehensive planning, advice, and support that ensures you're on the right course to success.anchorfinancialpartners.nm.com

Dave Lingel's Current Company Details
Anchor Financial Partners- Northwestern Mutual

Anchor Financial Partners- Northwestern Mutual

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Director of Planning and Investment Operations
Marietta, GA, US
Dave Lingel Work Experience Details
  • Anchor Financial Partners- Northwestern Mutual
    Director Of Planning And Investment Operations
    Anchor Financial Partners- Northwestern Mutual
    Marietta, Ga, Us
    View
  • Anchor Financial Partners
    Financial Planning Analyst
    Anchor Financial Partners Aug 2022 - Present
    Atlanta, Georgia, United States
    Originally from New York, Dave moved to Florida as a teenager and later attended the University of Central Florida, graduating with a degree in Business Administration.After several years working as firm administrator for two successful public accounting firms, Dave shifted his focus to financial services in 2014. Dave joined Anchor Financial Partners in 2022 and works on the Firm’s investment operations and financial plan implementation.Dave and his wife Elizabeth married and moved to Georgia in 2006. They welcomed their son, Jackson, to the family in 2014. All three enjoy cooking and hiking.
    View
  • Cetera Advisors Llc
    Registered Administrative Representative
    Cetera Advisors Llc Nov 2021 - Aug 2022
    Rome, Georgia, United States
    View
  • Wells Fargo Advisors
    Registered Client Associate
    Wells Fargo Advisors Mar 2019 - Dec 2021
    Atlanta, Georgia
    Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE
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  • Wells Fargo Bank, N.A.
    Premier Banker
    Wells Fargo Bank, N.A. Nov 2015 - Mar 2019
    Greater Atlanta Area
    Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Aug 2014 - Nov 2015
    Greater Atlanta Area
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  • Progression Management Consulting, Inc.
    President
    Progression Management Consulting, Inc. Sep 2012 - Sep 2014
    Marietta, Georgia
    Provided consulting services to small business owners regarding development of group insurance plans, group retirement savings plans, policy, leadership, and organizational strategy.
  • Galanti & Company, P.C.
    Firm Administrator
    Galanti & Company, P.C. Oct 2007 - Dec 2012
    Was responsible for 100% of HR functions for 30-employee CPA Firm including: administration of group health insurance, 401(k) plan, training & development programs; performance management; recruiting; payroll, fringe benefits; counseling & conflict resolution
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  • Pine State Mortgage
    Payroll Coordinator
    Pine State Mortgage Sep 2006 - Sep 2007
    Greater Atlanta Area
    Responsible for payroll, group insurance administration, 401(k) administration
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  • Cuthill & Eddy Llc
    Firm Administrator
    Cuthill & Eddy Llc Sep 1999 - Jun 2006
    Oversight of office opperations including supervision of administrative staff, management of internal accounting, payroll and benefits administration. Facilitation of management meetings.
  • Community Health Centers, Inc.
    Payroll Clerk
    Community Health Centers, Inc. 1996 - 1999

Dave Lingel Skills

Financial Planning Life Insurance Disability Insurance Retirement Savings Debt Elimination Long Term Care Insurance Succession Planning Key Person Insurance 401k Roth Ira Education Savings 529 Plans Employee Benefits Variable Annuities Fixed Annuities Series 7 Strategic Planning Management Coaching Performance Management Recruiting Organizational Development Accounting Employee Relations Benefits Administration Employee Training Conflict Resolution Microsoft Office Retirement Planning Policy Onboarding Leadership Development Talent Management Hr Policies Talent Acquisition Personnel Management Interviews Hr Consulting Workforce Planning Payroll Human Resources Credit Cards Home Equity Lines Of Credit Unsecured Loans Mortgage Lending Leadership Finance

Dave Lingel Education Details

Frequently Asked Questions about Dave Lingel

What company does Dave Lingel work for?

Dave Lingel works for Anchor Financial Partners- Northwestern Mutual

What is Dave Lingel's role at the current company?

Dave Lingel's current role is Director of Planning and Investment Operations.

What is Dave Lingel's email address?

Dave Lingel's email address is da****@****ors.com

What schools did Dave Lingel attend?

Dave Lingel attended Ucf College Of Business, Florida Metropolitan University.

What skills is Dave Lingel known for?

Dave Lingel has skills like Financial Planning, Life Insurance, Disability Insurance, Retirement Savings, Debt Elimination, Long Term Care Insurance, Succession Planning, Key Person Insurance, 401k, Roth Ira, Education Savings, 529 Plans.

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