Vice President and Financial Institutions, Team Leader Sales Engineering
LPL Financial is a financial organization of independent financial advisors in the United States.
My role is to work with LPL’s financial institution clients and prospects to understand their complex needs and implement solutions that meet their strategic objectives. As the team leader, I manage a team of sales engineers who serve as technical business partners to our sales officers focused on brokerage, advisory and trust opportunities. This team consults with wealth leaders about best practices and industry trends. They also manage an internal network of key business partners throughout LPL.
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