Vice President leading Technology Governance at LPL Financial, enhancing cyber program strategy and governance. Collaborating across teams to ensure compliance and risk management in financial services.

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*.
We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices.
LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
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Securities and Advisory Services offered through LPL Financial.
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Vice President leading Technology Governance at LPL Financial, enhancing cyber program strategy and governance. Collaborating across teams to ensure compliance and risk management in financial services.
Client Engagement Manager responsible for developing and delivering Client Success programs and events at LPL Financial. Collaborating with stakeholders to ensure successful execution of growth - oriented experiences.
Enterprise Internal Business Development Officer driving the recruitment of new bank and credit union relationships to LPL Financial. Collaborating with internal teams to support onboarding and sales processes.
Strategic leader for growth strategy and execution across advisor affiliation models at LPL Financial. Driving collaboration and transformation to enhance client journeys and advisor success.
AVP, Product Owner leading workflow transformation initiatives at LPL Financial, modernizing operations using AI and automation - led solutions.
Senior Analyst role at LPL Financial supporting high - impact growth initiatives and collaborating with cross - functional teams. Analyzing data and reporting for effective decision - making.
Field Real Estate Manager responsible for strategic management of real estate initiatives at LPL Financial Corp. Overseeing lifecycle of real estate processes across designated portfolio with team collaboration.
Principal Architect leading architecture for Account Lifecycle Management at LPL Financial. Focused on data architecture, domain modeling, and lifecycle - aligned platform capabilities.
Principal Solution Architect responsible for architecting LPL Financial's integrated tech ecosystem. Collaborating with cross - functional teams to ensure delivery of secure advisor platform capabilities.
Regional Banking and Lending Consultant role at LPL Financial focusing on banking adoption and solutions for Advisors. Collaborating closely with internal teams and clients to enhance financial capabilities.
Consultant for trading support at LPL Financial, providing system guidance and client service. Engaging with advisors on trading functionalities and maintaining strong market knowledge.
Premier Operations Specialist providing administrative and operational support to Wealth Advisors Group at LPL Financial. Handling inquiries and maintaining compliance with industry regulations while enhancing client relationships.