Reporting to Jim McCrory, divisional sales manager, Manning and Rinaldi will provide Lincoln’s retirement plan solutions to financial representatives, helping them to guide clients to better protect the wealth of their employees. Manning will be responsible for Maine, New Hampshire, Vermont, Rhode Island and western Massachusetts. Rinaldi will cover northern Ohio.
Manning has more than 25 years of experience in the financial services industry. Prior to joining Lincoln, he was an independent consultant, specializing in advisory practice management and business development, in Boston. From 2010 to 2012, Manning served as vice president of Retirement Strategies for Natixis Global Asset Management, also in Boston.
Earlier in his career, Manning served in a variety of sales leadership capacities at AllianceBernstein Investments, in New York; Principal Financial Group, Boston; Marsh (Mercer) USA, Inc., Boston; John Hancock Funds, Boston; Putnam Investments, Boston; and Fidelity Institutional Retirement Services Co., Boston.
Manning received a bachelor of science degree in finance from Fairfield University in Fairfield, Connecticut, and holds FINRA Series 6, 7, 26, 63 and 65. In addition, he is an Accredited Investment Fiduciary, and holds Life, Accident and Health, and Annuity licenses.
Rinaldi has more than 17 years of experience in the financial services industry. Prior to joining Lincoln, he served as a regional sales director for MassMutual Retirement Services in Cleveland, where he was responsible for the sale of retirement plans through financial intermediaries in the bank, wirehouse, independent and insurance adviser channels. Earlier in his career, he held sales leadership roles at The Hartford in Cleveland, Ohio, and Manulife Financial (John Hancock) in Chicago, Illinois.
Rinaldi received a master of business administration degree from the University of Dayton in Dayton, Ohio, and a bachelor of science degree in marketing from the University of Alabama in Tuscaloosa, Alabama. He received an executive certificate in financial planning from John Carroll University at University Heights, Ohio, and is a Certified Employee Benefit Specialist, as well as an Accredited Pension Representative. In addition, he holds FINRA Series 6 and Life, Accident and Health, and Variable Insurance licenses.
Lincoln Financial Group is headquartered in the Philadelphia region. Companies of the Lincoln Financial Group had assets under management of $207 billion as of December 31, 2013.