Alex Neumann

Client Relationship Manager at Heritage Financial Consultants LLC

Alex Neumann is a Client Relationship Manager at Heritage Financial Consultants LLC, a position held since November 2021, where responsibilities include supporting registered representatives affiliated with Lincoln Financial Advisors Corp. Prior experience includes roles at Lincoln Financial Group from July 2017 to November 2021, progressing from Securities Service Representative to Senior Securities Consultant and Advisory Consultant. Additional experience encompasses management and coaching positions in sports and youth programs, including General Manager for Team Jimmy V at TBT: The Basketball Tournament and Head Student Manager at Rutgers University. Alex Neumann holds a Bachelor's degree in Management from Rutgers Business School, earned in 2017.

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