Sefa Gunay, Mba, Crpc™
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Sefa Gunay, Mba, Crpc™ Email & Phone Number

Experienced and accomplished financial services professional with 15+ years’ experience driving results. at Lincoln Investment
Location: Jenkintown, Pennsylvania, United States 5 work roles 3 schools
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Current company
Lincoln Investment
Role
Experienced and accomplished financial services professional with 15+ years’ experience driving results.
Location
Jenkintown, Pennsylvania, United States
Company size
577 employees

Who is Sefa Gunay, Mba, Crpc™? Overview

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Quick answer

Sefa Gunay, Mba, Crpc™ is listed as Experienced and accomplished financial services professional with 15+ years’ experience driving results. at Lincoln Investment, a company with 577 employees, based in Jenkintown, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Sefa Gunay, Mba, Crpc™.

Sefa Gunay, Mba, Crpc™ previously worked as Supervising Principal at Lincoln Investment and Assistant Vice President | Merrill Advisor at Merrill Lynch. Sefa Gunay, Mba, Crpc™ holds Master'S Degree from Arcadia University.

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Email format at Lincoln Investment

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Lincoln Investment

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Profile bio

About Sefa Gunay, Mba, Crpc™

With a proven track record building long-term relationships through specialized financial planning, I am a highly skilled lending and banking expert, translating complex financial concepts and data into practical solutions that align with client goals. A trusted staff leader and mentor, I cultivate over-performing teams through customized coaching and performance evaluation. Connect with me to learn more about my professional journey.

Current workplace

Sefa Gunay, Mba, Crpc™'s current company

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Lincoln Investment
Lincoln Investment
Experienced and accomplished financial services professional with 15+ years’ experience driving results.
fort washington, pennsylvania, united states
Website
lincolninvestment.com
Employees
577
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5 roles

Sefa Gunay, Mba, Crpc™ work experience

A career timeline built from the work history available for this profile.

Supervising Principal

Current
Lincoln Investment

Forth Washington, PA

Feb 2024 - Present

Assistant Vice President | Merrill Advisor

Merrill Lynch

Jenkintown, Pennsylvania, United States

  • In this role, I analyze and interpret client financial data, designing goal-focused strategies. By partnering with both the advisor and supervision teams, I establish department objectives. I accommodate individual.
  • I attained Chartered Retirement Planning Counselor designation.
  • Also, I pursued and obtained registration across 8 states.
  • Through customized banking and investment solutions with trusted brokerage firms including Bank of America, Merrill Lynch, and others, I advanced 150+ client financial goals,
  • I increased my financial expertise, sourcing experienced advisors and initiating subject matter research.
Oct 2022 - Feb 2024

Brokerage Associate | Relationships Banker

Wells Fargo Advisors

United States

  • As part of this organization, I advanced client-focused branch objectives, onboarding and advocating for new clients through specialized service recommendations. I mobilized the branch team, evaluating performance and.
  • I surpassed all home-branch sales and activity goals.
  • I regularly generated revenue across 12 branch locations.
  • In addition, I obtained Series 7 and Series 66 licensing as well as Life, Health, and Accident certification.
  • And I navigated the ever-changing COVID 19 pandemic needs, maintaining successful lending and banking product sales.
Jun 2016 - Sep 2022

Licensed Banker

Santander

Philadelphia, Pennsylvania, United States

  • In this position, I initiated client outreach efforts, cultivating and maintaining transparent client relationships. I expanded my professional network, forging business partners and investigating cross-sale potential..
  • I exceeded branch lending sales goals 379% and increased investment assets 118%.
  • Beyond that, I advanced the overall branch deposit growth, reaching 253%.
  • I, also, sought out beneficial training opportunities, utilizing my knowledge to create team training procedures thereby improving teller performance and customer satisfaction.
  • I was awarded 2nd place district customer service reward.
Jan 2014 - Jan 2016

Financial Advisor

Prudential Financial

Chalfont, Pennsylvania, United States

a Financial Advisor, I developed a carefully crafted book of business, investing time in potential clients answering questions and outlining potential services. I increased my insight in financial planning and investments, securing investment licenses and other services training. Additionally, I generated $1M+ in household assets in collaboration with.

Aug 2013 - Mar 2014
Team & coworkers

Colleagues at Lincoln Investment

Other employees you can reach at lincolninvestment.com. View company contacts for 577 employees →

SA Salina Allen Salina Allen Colleague at Lincoln Investment Philadelphia, Pennsylvania, United States, United States View → WW Walter Winslow Walter Winslow Colleague at Lincoln Investment Marlton, New Jersey, United States, United States View → VM Vereline Mcclaney Vereline Mcclaney Colleague at Lincoln Investment Freeport, New York, United States, United States View → CB Chuck Bitting Chuck Bitting Colleague at Lincoln Investment Jenkintown, Pennsylvania, United States, United States View → MW Maureen Whitham Maureen Whitham Colleague at Lincoln Investment Abington, Pennsylvania, United States, United States View → RT Rajkumar Thapa Rajkumar Thapa Colleague at Lincoln Investment United Arab Emirates, United Arab Emirates View → KW Kathy Wilson, Pmp®, Popm Kathy Wilson, Pmp®, Popm Colleague at Lincoln Investment West Chester, Pennsylvania, United States, United States View → AB Alden Burnett Alden Burnett Colleague at Lincoln Investment Orland Park, Illinois, United States, United States View → SS Sarah Smart Sarah Smart Colleague at Lincoln Investment Hillsboro, Ohio, United States, United States View → KH Kevin Hemphill Kevin Hemphill Colleague at Lincoln Investment Bethlehem, Pennsylvania, United States, United States View →
3 education records

Sefa Gunay, Mba, Crpc™ education

FAQ

Frequently asked questions about Sefa Gunay, Mba, Crpc™

Quick answers generated from the profile data available on this page.

What company does Sefa Gunay, Mba, Crpc™ work for?

Sefa Gunay, Mba, Crpc™ works for Lincoln Investment.

What is Sefa Gunay, Mba, Crpc™'s role at Lincoln Investment?

Sefa Gunay, Mba, Crpc™ is listed as Experienced and accomplished financial services professional with 15+ years’ experience driving results. at Lincoln Investment.

Where is Sefa Gunay, Mba, Crpc™ based?

Sefa Gunay, Mba, Crpc™ is based in Jenkintown, Pennsylvania, United States while working with Lincoln Investment.

What companies has Sefa Gunay, Mba, Crpc™ worked for?

Sefa Gunay, Mba, Crpc™ has worked for Lincoln Investment, Merrill Lynch, Wells Fargo Advisors, Santander, and Prudential Financial.

Who are Sefa Gunay, Mba, Crpc™'s colleagues at Lincoln Investment?

Sefa Gunay, Mba, Crpc™'s colleagues at Lincoln Investment include Salina Allen, Walter Winslow, Vereline Mcclaney, Chuck Bitting, and Maureen Whitham.

How can I contact Sefa Gunay, Mba, Crpc™?

You can use AeroLeads to view verified contact signals for Sefa Gunay, Mba, Crpc™ at Lincoln Investment, including work email, phone, and LinkedIn data when available.

What schools did Sefa Gunay, Mba, Crpc™ attend?

Sefa Gunay, Mba, Crpc™ holds Master'S Degree from Arcadia University.

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