David Berkowitz

President at

Lincoln Financial Network, Inc.

Finance

Consumer Services

Commercial Services

Profile

David Berkowitz currently works at The American Institute of Certified Public Accountants, as Member, Pennsylvania Institute of Certified Public Accountants, as Member, Money Management Institute, as Member-Governors Board, and Lincoln Financial Network, Inc., as President.
Mr. Berkowitz also formerly worked at Lincoln National Corp., as Senior Vice President from 2003 to 2024.
Mr. Berkowitz received his Masters Business Admin degree from The Trustees of Columbia University in The City of New York and undergraduate degree from Drexel University.

David Berkowitz active positions

Companies	Position	Start
Lincoln Financial Network, Inc. Lincoln Financial Network, Inc. Investment ManagersFinance Provides financial advisory and planning solutions	President	-
Pennsylvania Institute of Certified Public Accountants Pennsylvania Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Operates as a statewide professional association for certified public accountants	Corporate Officer/Principal	-
The American Institute of Certified Public Accountants The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Association of accountants	Corporate Officer/Principal	-
Money Management Institute Money Management Institute Investment ManagersFinance Provides financial advisory services for individual & institutional investors	Corporate Officer/Principal	-

All active positions of David Berkowitz

Former positions of David Berkowitz

Companies	Position	End
LINCOLN NATIONAL CORPORATION	Corporate Officer/Principal	2024-04-30

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Training of David Berkowitz

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Linked companies

Private companies	7
Lincoln National Corp. Lincoln National Corp. Multi-Line InsuranceFinance Provides life insurance, group protection, annuities, retirement planning and investment services	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Drexel University Drexel University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The American Institute of Certified Public Accountants The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Association of accountants	Commercial Services
Pennsylvania Institute of Certified Public Accountants Pennsylvania Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Operates as a statewide professional association for certified public accountants	Commercial Services
Money Management Institute Money Management Institute Investment ManagersFinance Provides financial advisory services for individual & institutional investors	Finance
Lincoln Financial Network, Inc. Lincoln Financial Network, Inc. Investment ManagersFinance Provides financial advisory and planning solutions	Finance