Kerrie Whelan - Email & Phone Number

Technology Product Owner at Lincoln Investment

Kerrie Whelan is based out of Elkins Park, Pennsylvania, United States and works at Lincoln Investment as Technology Product Owner.

Kerrie Whelan's Contact Information

Kerrie Whelan's Work email

k*****@lincol***.com

Valid

Latest update

October 30, 2025

Location

Elkins Park, Pennsylvania, United States

Kerrie's current employer

Lincoln Investment

Description

Full-service broker-dealer and registered investment adviser, serving over 355,000 investors, representing over $41.0 billion in assets.

Website

lincolninvestment.com

HQ Location

Fort Washington, PA, United States

Number of employees

201-500

Industry

Financial Services

Latest update

May 1, 2024

Read about Lincoln Investment

Frequent questions about Kerrie Whelan

What company is Kerrie Whelan working for?

Kerrie Whelan works for Lincoln Investment.

What is Kerrie Whelan's function at Lincoln Investment?

Kerrie Whelan is Technology Product Owner at Lincoln Investment.

Where is Kerrie Whelan based?

Kerrie Whelan is based out of Elkins Park, Pennsylvania, United States.

What is Kerrie Whelan's work email address?

Kerrie Whelan's professional email address is k*****@lincol***.com

Who are Kerrie Whelan's co-workers?

Kerrie Whelan's colleagues are Denis Houser, Michele Carter, Reid Platts, Trung Tran, Meghan Schneible, Katie DeLorenzo, Regina Carey, Raymond Shivers, Rita Martin, Michael Kollar, Linda Heist, JoAnne McKelvey, Thomas Forst, Jerry Burhop, John Schu, Joshua Marchal, Kevin O'Leary, Miralda Gingrich, Tamara Indianer, Jacqueline Newsham, Robert Hetherington, Steve Mayhew, Raymond Spinelli, Cynthia Perini, Paul Haines, Susan Oberlies, Frank Rosala, Anthony Bueti, Jim Schlucter, Steve Durdin, Stephen Quickel, Chris Surrichio, Camilla Zhou, Deirdre Koerick.

Kerrie's co-workers

Denis Houser

Senior Vice President, Business Development; President/CEO Capital Analysts, Inc

Michele Carter

Technology Product Owner

Reid Platts

Product Owner

Trung Tran

Developer, Technology Product Owner

Meghan Schneible

Financial Advisor, Branch owner/manager

Katie DeLorenzo

Chief of Staff to COO and Director of Platform Strategy

Regina Carey

Human Resources Coordinator

Raymond Shivers

Chief Operating Officer, Executive Vice President

Rita Martin

Public Relations cConsultant

Michael Kollar

EVP and CIO

Linda Heist

Vice President of Marketing & Communications

JoAnne McKelvey

Vice President, Product and Platform Management

Thomas Forst

Vice President

Jerry Burhop

Vice President and Portfolio Manager(2015-Present ) and Director Asset Management(2002-2015)

John Schu

Sr. Vice President, Branch Development

Joshua Marchal

Regional Vice President, Midwest Region at Lincoln Investment

Kevin O'Leary

Executive Vice President, Chief Growth Officer

Miralda Gingrich

Vice President of Operations, Lincoln Investments

Tamara Indianer

Regional Vice President, Northeast

Senior Vice President Investment Management & Research

Raymond Spinelli

Regional Vice President

Cynthia Perini

Senior Vice President

Paul Haines

Regional Vice President, Midwest

Susan Oberlies

VP, Corporate Counsel

Frank Rosala

Financial Planning Support Coordinator

Anthony Bueti

Senior Vice President, Operations and Service

Jim Schlucter

Vice President, National Recruiting at Lincoln Investment

Steve Durdin

Senior Vice President, Practice Management

Stephen Quickel

VP - IT

Chris Surrichio

Vice President - Investment Managment & Research

Camilla Zhou

RVP Assistant

Deirdre Koerick

Sr. Vice President, Chief Compliance Officer

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