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Michael Lapenna Email & Phone Number
Advisor Service Associate
at
Lincoln Investment
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Advisor Service Associate
Location
Norristown, Pennsylvania, United States
Company size
Who is Michael Lapenna? Overview
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Quick answer
Michael Lapenna is listed as Advisor Service Associate at Lincoln Investment, a company with 962 employees, based in Norristown, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Michael Lapenna.
Michael Lapenna previously worked as Data Entry Associate at Lincoln Investment and Client Relationship Associate at Vanguard. Michael Lapenna holds Associate'S Degree Of Applied Science, Commercial And Advertising Art from Montgomery County Community College.
Company email context
Email format at Lincoln Investment
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Lincoln Investment
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Profile bio
About Michael Lapenna
With over 30 years in Investment Operations, successful experience in administrative and customer support with recognized strengths in account maintenance and problem-solving. Possess solid computer skills. Proficient use of Microsoft Excel, Word & Outlook. Ability to train and motivate employees. Effective communication skills both oral and written. I am currently contracted with J&J R&D Mfg. as a Document Control Change Analysis/Administrator ensuring changes are Regulatory Affairs/FDA & EU compliant.
Current workplace
Michael Lapenna's current company
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Lincoln Investment
6 roles
Michael Lapenna work experience
A career timeline built from the work history available for this profile.
Nov 2024 - Present
Client Relationship Associate
- Randstad USA (Temporary Staffing, Contract):
- Respond to inbound calls, from Personal Investor clients within the Change of Ownership department, requesting changes to their accounts after they have experienced a life-changing event (e.g., open new accounts.
- Provide guidance to beneficiaries when inheriting an account, and able to understand the basic rules and regulations governing the different account types (e.g., IRA, Individual, Trust, etc.).
Jun 2024 - Sep 2024
Document Control Change Administrator
DepuySynthes Company of Johnson & Johnson | Kelly Services Global, Project Svc. (Temporary Staffing, remote). MedTech R&D Medical Devices / Quality Assurance Analyst: Conduct reviews of the Change Documents to ensure compliance, quality, conformance, and integrity with the Quality Systems for FDA-regulated products (Global Regulatory Affairs), that are SOP.
Mar 2023 - Dec 2023
Retirement Plan Compliance Analyst
FuturePlan by Ascensus (3rd-Party Administrator) | Contemporary Staffing Solutions (Temporary Staffing | remote). Manage and ensure the accurate conversion of 26,000 new small business documents within the Relius system, and prepare Retirement Plan Packages, for delivery through DocuSign, to meet production and timing goals.
Sep 2021 - Aug 2022
Service Administrator
Support the Institutional Investor Group, Recordkeeping Services – Client Data Support Team, by reviewing supporting documentation, and processing transaction requests for Defined Benefits and Defined Contribution plans, ensuring the accuracy of each request is completed according to both ERISA guidelines and pension plan guidelines. Sought out by peers.
May 1989 - Oct 2020
Team & coworkers
Colleagues at Lincoln Investment
Other employees you can reach at lincolninvestment.com. View company contacts for 962 employees →
SP
Shubh Patel
Colleague at Lincoln Investment
Philadelphia, Pennsylvania, United States, United States
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JG
Juan G.
Colleague at Lincoln Investment
New York, New York, United States, United States
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KW
Kyle Webster
Colleague at Lincoln Investment
Greater Philadelphia, United States
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MM
Mitch Melan
Colleague at Lincoln Investment
Atlanta, Georgia, United States, United States
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ME
Michelle Engle, Crpc
Colleague at Lincoln Investment
Plant City, Florida, United States, United States
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JA
Jennifer Andersen
Colleague at Lincoln Investment
Jefferson, Ohio, United States, United States
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JM
Justin Muro
Colleague at Lincoln Investment
Lombard, Illinois, United States, United States
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DL
David Levine
Colleague at Lincoln Investment
San Francisco Bay Area, United States
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JL
James Lee
Colleague at Lincoln Investment
Philadelphia, Pennsylvania, United States, United States
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KW
Kimberly Walker Tursi
Colleague at Lincoln Investment
Port St Lucie, Florida, United States, United States
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Shubh Patel
Colleague at Lincoln Investment
Philadelphia, Pennsylvania, United States, United States
View →
JG
Juan G.
Colleague at Lincoln Investment
New York, New York, United States, United States
View →
KW
Kyle Webster
Colleague at Lincoln Investment
Greater Philadelphia, United States
View →
MM
Mitch Melan
Colleague at Lincoln Investment
Atlanta, Georgia, United States, United States
View →
ME
Michelle Engle, Crpc
Colleague at Lincoln Investment
Plant City, Florida, United States, United States
View →
JA
Jennifer Andersen
Colleague at Lincoln Investment
Jefferson, Ohio, United States, United States
View →
JM
Justin Muro
Colleague at Lincoln Investment
Lombard, Illinois, United States, United States
View →
DL
David Levine
Colleague at Lincoln Investment
San Francisco Bay Area, United States
View →
JL
James Lee
Colleague at Lincoln Investment
Philadelphia, Pennsylvania, United States, United States
View →
KW
Kimberly Walker Tursi
Colleague at Lincoln Investment
Port St Lucie, Florida, United States, United States
View →
1 education record
Michael Lapenna education
FAQ
Frequently asked questions about Michael Lapenna
Quick answers generated from the profile data available on this page.
What company does Michael Lapenna work for?
Michael Lapenna works for Lincoln Investment.
What is Michael Lapenna's role at Lincoln Investment?
Michael Lapenna is listed as Advisor Service Associate at Lincoln Investment.
Where is Michael Lapenna based?
Michael Lapenna is based in Norristown, Pennsylvania, United States while working with Lincoln Investment.
What companies has Michael Lapenna worked for?
Michael Lapenna has worked for Lincoln Investment, Vanguard, Kelly Services Global, Llc, and Contemporary Staffing Solutions.
Who are Michael Lapenna's colleagues at Lincoln Investment?
Michael Lapenna's colleagues at Lincoln Investment include Shubh Patel, Juan G., Kyle Webster, Mitch Melan, and Michelle Engle, Crpc.
How can I contact Michael Lapenna?
You can use AeroLeads to view verified contact signals for Michael Lapenna at Lincoln Investment, including work email, phone, and LinkedIn data when available.
What schools did Michael Lapenna attend?
Michael Lapenna holds Associate'S Degree Of Applied Science, Commercial And Advertising Art from Montgomery County Community College.
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