Regional Sales Director,
Lincoln Financial Distributors
Donny joined the Lincoln Financial Retirement Plan Services team in December 2010 and has 25+
years of experience in the financial services industry.
In his current capacity as Regional Sales Director in N. New Jersey, Donny works with financial
advisors and local administrators in providing small-business owners and employees with
retirement plans and tools to help them meet their retirement savings goals.
Prior to this position, Donny spent 20 years in a variety of increasingly responsible managerial
roles in the retirement industry, most recently as senior vice president and exterior wholesaler in
sales and business development for two retirement-focused firms, Expert Plan, Inc., and USI
Retirement Services, Inc. Earlier in his career, Donny held managerial roles with ADP Retirement
Services, Bankers Trust Company, and Ernst and Young.
Donny holds FINRA Series 6 and 63 registrations, and state life and health licenses. He received a
BA in Mathematics and Computer Sciences from Hofstra University in 1992. During his college
years, he was active in Sigma Alpha Mu.
Donny lives in Marlboro, New Jersey with wife, Elaina, and their three sons, Justin, Jared and
Joshua. In his free time, Donny enjoys fulfilling his lifelong passion as an instructor and owner of
a martial arts school in his hometown
A PowerPoint presentation on how Defined contribution retirement plans have evolved from simply a tax-deferred savings vehicle, to where they are today. As investment options and fiduciary responsibilities expanding, it will continue to be critically important to equip financial and legal professionals with the right questions to ensure they are helping participants achieve the best […]