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Online Resumes with "LPL"



Featured Profile

Chief Digital Officer

A visionary, adventurer with a pioneering spirit who is driven by potential. Excited about the opportunity to work on digital problems that have never been attempted. Experienced at driving value added cross channel change in digital banks and large financial institutions.

Ideal Companies: Bank of the West, Union Bank, LPL Financial, Wells Fargo, Ally

Tags for this Online Resume: Financial, Management, Strategic Vision, Personal Finance Management, Artificial intelligance, Virtual Agent, Marketing Automation, Online Banking, SEO, Executive, Payments, User Experience, Block Chain, Personalization

Administrative Assistant

Ideal Companies: 1961, 1961, 1961

Tags for this Online Resume: Deposits, Sales/Marketing, Administrative Assistant, Financial, Adobe, Adobe Acrobat, Advertising, Bank Deposits, Billing, Budgeting

Financial Analyst - 0 Years of Experience

Innate problem-solver, exceptional leadership, intellectually curious, perseverant, public speaker and proactive. * Proficiency in Microsoft Excel with knowledge in financial modelling, pivot tables, macros and regression analysis. * Experience with Morningstar, E-money, Salesforce, LPL Client Works, Power Point, Tableau and IBM Watson. * Excellent oral and written communication skills in Spanish and English. DELF certific...

Tags for this Online Resume: Management, Mutual Funds, Analytical Skills, Balance, Balance Sheet, Communication Skills, English Language, Financial, French Language, IBM

Featured Profile

Scrum Master/Project Manager/Intelligence Analyst - 20 Years of Delivering Results - Near 21401

Strong servant/leader with a proven history of delivering value to businesses/agencies through Agile methods, the Scrum framework and traditional control-focused Project Management practices by guiding small and large, local and global delivery teams through the challenges of Scrum/Agile adoption and exploitation, self-organization, self-direction and appropriate control-centric project management principles and practices w...

Tags for this Online Resume: Management, Business Intelligence, Distribution, Pricing, Project Management, Project Manager, Project Scheduling, Purchasing, Scheduling, Senior Project Manager

Human Resources Administrator - 7 Years of Experience - Near 89138

Tags for this Online Resume: HR, Human Resources, Payroll, Benefits, Cyber Security, Documentation, Employee Performance, Health Insurance Portability And Accountability Act, Ix, Leadership

Featured Profile

Vice President And Financial Advisor specializing in coaching and leading cross-functional teams

With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial stra...

Ideal Companies: Fidelity, Schwab, similar highly regarded financial institutions; sales force, google, facebook, other tech firms as well as fintech firms.

Tags for this Online Resume: Insurance, Services, Financial, Health Insurance, Management, Wealth Management, Portfolio Management, Risk Management, Planning, Series 7, Series 66, Series 63, California Life and Health Insurance License, Financial Planning, Team Building, Leadership, Project Management, Client Services Development Stratgic Marketing Plans & Execution, Management Consulting, Process Improvements, Strategic Parrtnerhip Devellopment, Consultative Selling, Asset Management, Policy Development, Employee Development/coaching/Mentoring, Sales Team Training & Performance Evaluations, Regulatory Compliance, Financial Markets, Broker Dealer, Strategic & Financial Planning, Client Services Development, Business Deveopment

Financial Analyst

Tags for this Online Resume: Management, Banking Industry, Oracle Parallel Server, Transportation, Aml (Macro Lang), GFS, Legal, Legal Terminology, Policies and Procedures, Analytical Skills

Financial Manager - 2 Years of Experience - Near 92126

Tags for this Online Resume: ACH, Bilingual, Bloomberg, Cardiopulmonary resuscitation (CPR), CFA, English Language, Financial, Financial Analysis, Financial Statements, Fraud

Chief Operations Officer - 20 Years of Experience - Near 29715

Ideal Companies: LPL Financial, Amazon, IBM, Microsoft, Wells Fargo, Bank Of America, Duke Energy

Tags for this Online Resume: Infrastructure, Advertising, FACETS, Networking, Retail, Budgeting, Consulting, Energy Conservation, Joint Ventures, Real Estate

Information Technology Manager

Ideal Companies: Sharp, ServiceNow, San Diego Gas and Electric

Tags for this Online Resume: Management, Customer Relationship Management, SharePoint, Sharepoint Technologies, Infrastructure, Project Coordinator, Project Management Office, SalesForce, HP, Marketing Management

Insurance Sales Agent - 14 Years of Experience - Near 10034

Tags for this Online Resume: Distribution, Inventory, Inventory Control, Financial, Insurance, Certified Financial Planner, Planning, Services