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Summary Of Jared Breeden's Interviews With Lincoln Financial Group

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Our group has conducted multiple interviews with professionals in the finance and financial technology industries. The executive summary equips students with the necessary knowledge and skills needed to succeed in their future careers. All interviewees have generously taken out of their time of day to provide us with valuable information about their professional careers. From helpful advice to insider knowledge, our group appreciates them greatly for participating. Our first interviewee is Jared Breeden, a financial investment advisor with Lincoln Financial Group. Breeden has his Securities Industries Essentials license, life and health insurance license, and many others. He started his career in manufacturing leadership and switched to the …show more content…

Our group divided our questions into four main categories. The categories are about the work itself, state of the industry, compensation and advancement, and skills and experience. All categories relate to one another, bringing together a better understanding of the interview. Our group has carefully selected twenty questions to be used that are best suited to the industry we are researching. These questions cover all the most important topics that must be addressed and understood when conducting the research. The first category of questions that our group is summarizing is about the work itself. Interviewees were asked what skills were most essential in their industry. They replied with common answers such as communication skills, customer facing, analytic skills, time management, mathematics, and excel experience. These skills are the most expected in the finance industry. The main challenges that the interviewees reported were time constraints and deadlines. Finishing important research and paperwork in a certain amount of time, then completing a monthly report was a common theme in the …show more content…

Furthermore, due to the sensitivity of personal financial information, advanced cybersecurity and data management is imperative to the health of companies in the industry. Thus, FinTech, or financial technology, described as the integration of technology into financial services to improve efficiency, has become a prominent subset of the financial industry (Kagan, 2024). Additionally, finance companies adopting fintech have seen large growth and reduced costs (Puschmann, 2017). According to Statista Market Insights (2024), the global financial technology sector is expected to generate over 120.29 billion dollars in 2025. This section of this report discusses careers in the financial industry, with a focus on FinTech careers, addressing key aspects such as labor market information, segments within the field, salary ranges, job outlook, educational requirements, and other relevant considerations. Financial technology encompasses a diverse range of segments within the financial industry. One crucial segment is payments and transactions, which includes companies specializing in digital payments, peer-to-peer payment systems, and mobile

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