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Michael Petta

Michael Petta

Followers of Michael Petta346 followers
location of Michael PettaGreater Philadelphia

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  • Timeline

  • About me

    Relationship Manager at Lincoln Financial Group

  • Education

    • Penn State University

      1995 - 2000
      Bachelor Business Administration

  • Experience

    • Vanguard

      Jul 2000 - Nov 2021

      • Relationship Manager

        Mar 2007 - Nov 2021

      • Client Relationship Administrator

        Jun 2004 - Mar 2007

      • Service Associate

        Jul 2000 - Jun 2004

    • Lincoln Financial Group

      Nov 2021 - now
      Relationship Manager

  • Licenses & Certifications

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      Lincoln Financial Group
      Mar 2022

    • Qualified 401(k) Administrator

      American Society of Pension Professionals and Actuaries

    • Series 6 & 63

      FINRA (Financial Industry Regulatory Authority)