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Elizabeth Isaacs, MBA

Elizabeth Isaacs, MBA

Practice Manager

Elizabeth began her career in the Financial Services industry in 2012 and joined Lincoln Financial Advisors in 2013 as an executive assistant. She utilized skills obtained through her background in IT management consulting and began to work towards automating processes & systemizing operating structures for Jeremy DiTullio’s practice, which led to her development into the Practice Manager role. Her strong analytical skills and profoundly driven nature have helped to create efficiencies in his business model and the results of her dedication are palpable. Some of her other responsibilities include preparation of investment reviews and providing excellent service to clients in a timely and efficient manner.

Elizabeth holds a Bachelor of Arts degree from the University of Akron and an MBA in International Business from John Carroll University. Elizabeth also holds her Series 7 Securities Registration and Life and Health License. In 2013 she was recognized by Lincoln Financial Advisors as “Rookie Assistant of the Year.” Elizabeth and her family reside in Berea, Ohio.