LPL Financial
Industry: Financial services company
DescriptionLPL Financial LLC is the largest independent broker-dealer in the United States. As of 2017 the company had more than 15,000 financial advisors, over $615 billion in advisory & brokerage assets, and generated approximately $4.2 billion in annual revenue for the 2017 fiscal year. Headquarters: Boston, Massachusetts, United States CEO: Dan Arnold (Jan 2017–) Subsidiaries: AdvisoryWorld, Inc., LINSCO PRIVATE LEDGER CORP, Private Trust Co, Fortigent Holdings Company, Inc. Parent organization: LPL Financial Holdings Inc
LPL Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at LPL Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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3,941 LPL Financial employees in database. Find out everything there's to know about LPL Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
LPL Financial Employees
Employee
Years
Job
Industry
Jim Garrity, AAMS® Jim Garrity, AAMS®'s LPL Financial Experience December 2014 - Present
Job Financial Planner at LPL Financial 7273469500
Industry Financial Services
Experience
LPL Financial December 2014 - Present
Charles Schwab December 2003 - December 2014
Morgan Stanley Dean Witter March 1999 - November 2003
The Wine Cellar 1989 - 1999
Skills
Public Speaking, Bicycle, Phone Skills, Investment Advisory, Investment Portfolios, Selling, Business Planning, Business Development, Asset Allocation, Retirement Planning, Separately Managed..., High Net Worth..., Retirement Plan..., IRAs, 401k Rollovers, Fixed Annuities, Series 7, Series 63, Series 65, Variable Annuities, Retirement, Securities, Financial Advisory, Strategic Financial..., Portfolio Management, Roth IRA, Bonds
Education
University of South Florida 1996 — 1998
BA, Finance
St.Petersburg College 1993 — 1995
Associate of Arts (A.A.)
Seminole High School 1989 — 1992
LPL Financial December 2014 - Present
Charles Schwab December 2003 - December 2014
Morgan Stanley Dean Witter March 1999 - November 2003
The Wine Cellar 1989 - 1999
Skills
Public Speaking, Bicycle, Phone Skills, Investment Advisory, Investment Portfolios, Selling, Business Planning, Business Development, Asset Allocation, Retirement Planning, Separately Managed..., High Net Worth..., Retirement Plan..., IRAs, 401k Rollovers, Fixed Annuities, Series 7, Series 63, Series 65, Variable Annuities, Retirement, Securities, Financial Advisory, Strategic Financial..., Portfolio Management, Roth IRA, Bonds
Education
University of South Florida 1996 — 1998
BA, Finance
St.Petersburg College 1993 — 1995
Associate of Arts (A.A.)
Seminole High School 1989 — 1992
Katie Parton Katie Parton's LPL Financial Experience August 2011 - February 2014
Job Sr. Underwriting Case Manager at Lion Street
Industry Financial Services
Experience
Lion Street July 2014 - Present
MetLife February 2014 - May 2014
LPL Financial August 2011 - February 2014
LPL Financial April 2010 - August 2011
The Walt Disney Company August 2009 - January 2010
Muzak 2005 - 2007
Skills
Time Management, Microsoft Office, Outlook, Accountability, Problem Solving, Team Leadership, Corporate Communications, Excel, Listening Skills, System Administration, Multi Tasking, Project Management, Creative Writing, Investigative Research, Organization, Prioritize Workload, Goal Oriented, Negotiation, Critical Thinking, Loyal, Customer Service, Teamwork, Innovation, Learning Quickly, Self Management, Self-driven, Document Review, Database Administration, Creative Problem Solving, Hands-on Training, Observation, Networking, Well-Rounded, Work Well Independently, Works well in a team, Microsoft Excel, Team-oriented, Leadership
Education
University of South Carolina-Columbia 2007 — 2009
Psychology, Psychology and Business
University of South Carolina-Lancaster 2005 — 2007
Associate of Science (A.S.), Psychology
Fort Mill High School 2001 — 2005
High School Diploma, General
Lion Street July 2014 - Present
MetLife February 2014 - May 2014
LPL Financial August 2011 - February 2014
LPL Financial April 2010 - August 2011
The Walt Disney Company August 2009 - January 2010
Muzak 2005 - 2007
Skills
Time Management, Microsoft Office, Outlook, Accountability, Problem Solving, Team Leadership, Corporate Communications, Excel, Listening Skills, System Administration, Multi Tasking, Project Management, Creative Writing, Investigative Research, Organization, Prioritize Workload, Goal Oriented, Negotiation, Critical Thinking, Loyal, Customer Service, Teamwork, Innovation, Learning Quickly, Self Management, Self-driven, Document Review, Database Administration, Creative Problem Solving, Hands-on Training, Observation, Networking, Well-Rounded, Work Well Independently, Works well in a team, Microsoft Excel, Team-oriented, Leadership
Education
University of South Carolina-Columbia 2007 — 2009
Psychology, Psychology and Business
University of South Carolina-Lancaster 2005 — 2007
Associate of Science (A.S.), Psychology
Fort Mill High School 2001 — 2005
High School Diploma, General
Nicholas D. Petralia, AIF® Nicholas D. Petralia, AIF®'s LPL Financial Experience May 2008 - April 2009
Job Regional Wholesaler & Trust Officer at BPAS, Inc.
Industry Financial Services
Experience
BPAS, Inc. March 2013 - Present
Paychex Retirement Plan Services April 2009 - March 2013
LPL Financial May 2008 - April 2009
Morgan Stanley May 2007 - May 2008
ADP Retirement Plan Services November 2001 - February 2006
Skills
Retirement Plan..., Retirement, Retirement Planning, Investments, 401k, Defined Contribution, Defined Benefit, ERISA, profit sharing, Employee Benefits, Mutual Funds, Fiduciary Services, Financial Services, Wealth Management, Profit Sharing
Education
University of South Florida 1993 — 1997
Bachelor of Science
Bishop Guertin High School 1989 — 1993
College Prep/Honors courses
BPAS, Inc. March 2013 - Present
Paychex Retirement Plan Services April 2009 - March 2013
LPL Financial May 2008 - April 2009
Morgan Stanley May 2007 - May 2008
ADP Retirement Plan Services November 2001 - February 2006
Skills
Retirement Plan..., Retirement, Retirement Planning, Investments, 401k, Defined Contribution, Defined Benefit, ERISA, profit sharing, Employee Benefits, Mutual Funds, Fiduciary Services, Financial Services, Wealth Management, Profit Sharing
Education
University of South Florida 1993 — 1997
Bachelor of Science
Bishop Guertin High School 1989 — 1993
College Prep/Honors courses
James Merrill James Merrill's LPL Financial Experience January 2006 - April 2008
Job Professional Fiduciary, Wealth Advisor Independent Financial Group LLC
Industry Financial Services
Experience
Independent Financial Group LLC April 2008 - Present
LPL Financial January 2006 - April 2008
Merrill & Associates February 1983 - December 2006
TJ&A March 1991 - January 1993
52nd Street Inc. March 1977 - January 1993
Playboy Enterprises, Inc. January 1979 - August 1983
Playboy Productions February 1981 - July 1983
The Shefrin Company February 1978 - January 1979
United Artists Records June 1976 - January 1978
Skills
Estate Planning, Personal Financial..., Retirement Planning, Asset Allocation, Strategic Financial..., Risk Management, Finance, Wealth Management, Asset Management, Investments, Investment Advisory, Alternative Investments, Series 7, Financial Advisory, Portfolio Management, Financial Planning, Marketing
Education
University of Southern California 1972 — 1976
Bachelor of Science (B.S.), Finance
Peperdine
University of Southern California, Graduate School of Business
Independent Financial Group LLC April 2008 - Present
LPL Financial January 2006 - April 2008
Merrill & Associates February 1983 - December 2006
TJ&A March 1991 - January 1993
52nd Street Inc. March 1977 - January 1993
Playboy Enterprises, Inc. January 1979 - August 1983
Playboy Productions February 1981 - July 1983
The Shefrin Company February 1978 - January 1979
United Artists Records June 1976 - January 1978
Skills
Estate Planning, Personal Financial..., Retirement Planning, Asset Allocation, Strategic Financial..., Risk Management, Finance, Wealth Management, Asset Management, Investments, Investment Advisory, Alternative Investments, Series 7, Financial Advisory, Portfolio Management, Financial Planning, Marketing
Education
University of Southern California 1972 — 1976
Bachelor of Science (B.S.), Finance
Peperdine
University of Southern California, Graduate School of Business
Kevin Sung Kevin Sung's LPL Financial Experience August 2013 - December 2013
Job Venture Capital Analyst at BG Partners
Industry Investment Banking
Experience
BG Partners June 2015 - August 2015
Northwestern Mutual May 2014 - August 2014
LPL Financial August 2013 - December 2013
Elite Educational Institute (USA) May 2013 - August 2013
San Ramon Testing Services May 2012 - August 2013
Education
University of Southern California 2012 — 2016
Bachelor of Science (BS), Industrial and Systems Engineering, Junior
John C. Kimball High School 2008 — 2012
BG Partners June 2015 - August 2015
Northwestern Mutual May 2014 - August 2014
LPL Financial August 2013 - December 2013
Elite Educational Institute (USA) May 2013 - August 2013
San Ramon Testing Services May 2012 - August 2013
Education
University of Southern California 2012 — 2016
Bachelor of Science (BS), Industrial and Systems Engineering, Junior
John C. Kimball High School 2008 — 2012
Andrew Rice, CFA Andrew Rice, CFA's LPL Financial Experience 2010 - 2013
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust June 2015 - Present
LPL Financial 2010 - 2013
Morgan Stanley 2007 - 2010
Enterprise Rent-A-Car 2005 - 2007
Skills
Wealth Management, Management, Financial Analysis, Investments, Portfolio Management, Finance, Equities, Project Management, Series 7, Strategy, Financial Planning, Strategic Planning, Valuation
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Southern California 2001 — 2005
Bachelor of Science (BS), Business Administration, Finance
St Louis Priory High School 1995 — 2001
U.S. Trust June 2015 - Present
LPL Financial 2010 - 2013
Morgan Stanley 2007 - 2010
Enterprise Rent-A-Car 2005 - 2007
Skills
Wealth Management, Management, Financial Analysis, Investments, Portfolio Management, Finance, Equities, Project Management, Series 7, Strategy, Financial Planning, Strategic Planning, Valuation
Education
Washington University in St. Louis - Olin Business School 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Southern California 2001 — 2005
Bachelor of Science (BS), Business Administration, Finance
St Louis Priory High School 1995 — 2001
Zheshi (Joanna) Chen Zheshi (Joanna) Chen's LPL Financial Experience May 2013 - Present
Job Financial Engineering graduate student at USC
Industry Financial Services
Experience
Property Tax Advisors June 2013 - Present
LPL Financial May 2013 - Present
Chang’ an International Trust Co. January 2012 - March 2012
People's Bank of China, Banking Settlement Center January 2011 - April 2011
Skills
Valuation, Due Diligence, Financial Modeling, Financial Analysis, Market Research, Matlab, SPSS, Equity Research, Investments, Mergers & Acquisitions, Investment Banking, Banking, Accounting
Education
USC 2012 — 2014
Master of Science (MS)
The Affiliated High School of South China Normal University 2005 — 2008
Property Tax Advisors June 2013 - Present
LPL Financial May 2013 - Present
Chang’ an International Trust Co. January 2012 - March 2012
People's Bank of China, Banking Settlement Center January 2011 - April 2011
Skills
Valuation, Due Diligence, Financial Modeling, Financial Analysis, Market Research, Matlab, SPSS, Equity Research, Investments, Mergers & Acquisitions, Investment Banking, Banking, Accounting
Education
USC 2012 — 2014
Master of Science (MS)
The Affiliated High School of South China Normal University 2005 — 2008
Jerry Inman's LPL Financial Experience July 2014 - Present
Job Internal Regional Director NC,SC, WV at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2014 - Present
LPL Financial April 2005 - July 2014
Jefferies & Company 1997 - 2003
Bank of America Private Bank - PCG 1996 - 1997
Olde Discount Stockbrokers 1994 - 1996
Skills
Direct Sales, Fixed Income, Trust Services, Financial Markets, Series 7, Series 63, series 55, Equity Trading, Fixed Income Analysis, Capital Markets, Trading, Proprietary Trading, Bond Markets, Private Banking, Trading Strategies, Asset Management, Portfolio Management, FINRA, Options, Derivatives, Securities, Alternative Investments, Equities, Finance, Investments, ETFs, Trading Systems
Education
University of South Carolina-Columbia 1989 — 1993
Bachelor of Science (B.S.), Darla Moore School of Business - Marketing
LPL Financial July 2014 - Present
LPL Financial April 2005 - July 2014
Jefferies & Company 1997 - 2003
Bank of America Private Bank - PCG 1996 - 1997
Olde Discount Stockbrokers 1994 - 1996
Skills
Direct Sales, Fixed Income, Trust Services, Financial Markets, Series 7, Series 63, series 55, Equity Trading, Fixed Income Analysis, Capital Markets, Trading, Proprietary Trading, Bond Markets, Private Banking, Trading Strategies, Asset Management, Portfolio Management, FINRA, Options, Derivatives, Securities, Alternative Investments, Equities, Finance, Investments, ETFs, Trading Systems
Education
University of South Carolina-Columbia 1989 — 1993
Bachelor of Science (B.S.), Darla Moore School of Business - Marketing
Julia Bremner Julia Bremner's LPL Financial Experience October 2007 - April 2010
Job Construction/Store Development at sweetgreen
Industry Restaurants
Experience
Clover Food Lab, Inc September 2015 - Present
sweetgreen February 2013 - September 2015
Stones' Phones April 2011 - December 2012
US Congress May 2010 - November 2010
LPL Financial October 2007 - April 2010
Marubeni Corporation August 2006 - May 2007
Education
University of Southern California
BA, Political Science
Clover Food Lab, Inc September 2015 - Present
sweetgreen February 2013 - September 2015
Stones' Phones April 2011 - December 2012
US Congress May 2010 - November 2010
LPL Financial October 2007 - April 2010
Marubeni Corporation August 2006 - May 2007
Education
University of Southern California
BA, Political Science
Ken Carnes Ken Carnes's LPL Financial Experience March 2009 - February 2010
Job Representative at PMA USA (Performance Matters Associates, Inc.)
Industry Insurance
Experience
PMA USA (Performance Matters Associates, Inc.) November 2014 - Present
Transamerica December 2013 - 2015
AlpineCRS Corporation April 2010 - December 2010
LPL Financial March 2009 - February 2010
Wachovia Securities March 2006 - March 2009
CUNA Mutual Group March 1999 - March 2006
Skills
Fact Finding, Insurance, Long Term Care, Retirement Planning, Health, Annuities, Financial Planning, Customer Relations, Investments, Customer Service, Health Insurance, Employee Benefits, Microsoft Office, Excel, Disability Insurance, Compliance, Coaching, Financial Analysis, PowerPoint, Negotiation, Word, Public Speaking, Problem Solving, Retirement, Sales Management, Asset Management, Outlook, Writing, Supervisory Skills, Microsoft Excel, Small Business, Strategic Financial..., Long-term Care, Life Insurance, Human Resources, Selling, Fixed Annuities, Sales
Education
University of South Carolina-Columbia 1967 — 1971
Bachelor of Arts, Music and Drama
A C Flora High 1964 — 1967
Preparation for College, College Preparatory
PMA USA (Performance Matters Associates, Inc.) November 2014 - Present
Transamerica December 2013 - 2015
AlpineCRS Corporation April 2010 - December 2010
LPL Financial March 2009 - February 2010
Wachovia Securities March 2006 - March 2009
CUNA Mutual Group March 1999 - March 2006
Skills
Fact Finding, Insurance, Long Term Care, Retirement Planning, Health, Annuities, Financial Planning, Customer Relations, Investments, Customer Service, Health Insurance, Employee Benefits, Microsoft Office, Excel, Disability Insurance, Compliance, Coaching, Financial Analysis, PowerPoint, Negotiation, Word, Public Speaking, Problem Solving, Retirement, Sales Management, Asset Management, Outlook, Writing, Supervisory Skills, Microsoft Excel, Small Business, Strategic Financial..., Long-term Care, Life Insurance, Human Resources, Selling, Fixed Annuities, Sales
Education
University of South Carolina-Columbia 1967 — 1971
Bachelor of Arts, Music and Drama
A C Flora High 1964 — 1967
Preparation for College, College Preparatory
John Campbell, III John Campbell, III's LPL Financial Experience April 2010 - Present
Job Financial Advisor at Lone Eagle Wealth Services, LLC.
Industry Financial Services
Experience
LPL Financial April 2010 - Present
Pomona Valley Hospital Medical Center 2000 - 2013
Claremont Museum of Art January 2010 - January 2012
Morgan Stanley Smith Barney October 1994 - April 2010
Millard Sheets Center for the Arts at Fairplex January 2007 - December 2008
TRW Technar January 1988 - October 1994
Skills
Investments, Portfolio Management, Wealth, Financial Planning, Securities, Equities, Wealth Management, Investors, Retirement, Estate Planning, Fixed Annuities, Investment Advisory, Investment Strategies, Strategic Financial..., Retirement Planning
Education
University of Southern California 1981 — 1985
B.S., Accounting
LPL Financial April 2010 - Present
Pomona Valley Hospital Medical Center 2000 - 2013
Claremont Museum of Art January 2010 - January 2012
Morgan Stanley Smith Barney October 1994 - April 2010
Millard Sheets Center for the Arts at Fairplex January 2007 - December 2008
TRW Technar January 1988 - October 1994
Skills
Investments, Portfolio Management, Wealth, Financial Planning, Securities, Equities, Wealth Management, Investors, Retirement, Estate Planning, Fixed Annuities, Investment Advisory, Investment Strategies, Strategic Financial..., Retirement Planning
Education
University of Southern California 1981 — 1985
B.S., Accounting
Shayla Holder Shayla Holder's LPL Financial Experience December 2010 - January 2012
Job Allocation Analyst
Industry Retail
Experience
Cato Corporation October 2013 - Present
Abercrombie & Fitch July 2012 - September 2013
LPL Financial December 2010 - January 2012
Discovery Communications January 2010 - April 2010
Chernoff Newman May 2008 - December 2008
Skills
Microsoft Office, Excel, Project Coordination, Project Planning, Project Implementation, Marketing Communications, Marketing Strategy, Organizing, SharePoint, Lotus Notes, Strategy Development, Strategic Communications, Customer Service, Customer Relations, Client Services, Creative Concept..., Client Communications, Marketing, Public Relations, Product Development, Microsoft Excel, Solution Implementation, Communication, Team Leadership, Event Management, Budgets, Strategic Planning, Project Management, Career Development, Training, Leadership Development, Integrated Marketing, Press Releases, Advertising, Facebook, M&A execution, Editing, Joint Ventures, M&A Negotiations, M&A analysis, M&A support, Research, Cross-border M&A, Sales, Social Media, Social Media Marketing, Management, Strategy, Leadership, Access
Education
University of South Carolina-Columbia 2008 — 2010
M.M.C., Master of Mass Communication, Integrated Communication
University of South Carolina-Columbia 2004 — 2008
B.A., Journalism and Mass Communications
Cato Corporation October 2013 - Present
Abercrombie & Fitch July 2012 - September 2013
LPL Financial December 2010 - January 2012
Discovery Communications January 2010 - April 2010
Chernoff Newman May 2008 - December 2008
Skills
Microsoft Office, Excel, Project Coordination, Project Planning, Project Implementation, Marketing Communications, Marketing Strategy, Organizing, SharePoint, Lotus Notes, Strategy Development, Strategic Communications, Customer Service, Customer Relations, Client Services, Creative Concept..., Client Communications, Marketing, Public Relations, Product Development, Microsoft Excel, Solution Implementation, Communication, Team Leadership, Event Management, Budgets, Strategic Planning, Project Management, Career Development, Training, Leadership Development, Integrated Marketing, Press Releases, Advertising, Facebook, M&A execution, Editing, Joint Ventures, M&A Negotiations, M&A analysis, M&A support, Research, Cross-border M&A, Sales, Social Media, Social Media Marketing, Management, Strategy, Leadership, Access
Education
University of South Carolina-Columbia 2008 — 2010
M.M.C., Master of Mass Communication, Integrated Communication
University of South Carolina-Columbia 2004 — 2008
B.A., Journalism and Mass Communications
Bob Garrison Bob Garrison's LPL Financial Experience July 2009 - Present
Job LPL Financial Advisor at Garrison Wealth Management
Industry Financial Services
Experience
Garrison Wealth Management July 2009 - Present
LPL Financial July 2009 - Present
East Lake County Chamber of Commerce 2009 - 2010
Edward Jones September 2005 - July 2009
Skills
Investments, IRAs, Series 6, Fixed Annuities, Retirement Planning, Investment Strategies, 401k Rollovers, Retirement, Estate Planning, 401k, Uniform Combined State..., Series 7, Roth IRA, Strategic Financial..., Financial Advisory, Wealth Management, Securities, Asset Allocation, FINRA, Investment Advisory, Series 63, Variable Annuities, Series 65
Education
University of South Florida 1982 — 1986
Garrison Wealth Management July 2009 - Present
LPL Financial July 2009 - Present
East Lake County Chamber of Commerce 2009 - 2010
Edward Jones September 2005 - July 2009
Skills
Investments, IRAs, Series 6, Fixed Annuities, Retirement Planning, Investment Strategies, 401k Rollovers, Retirement, Estate Planning, 401k, Uniform Combined State..., Series 7, Roth IRA, Strategic Financial..., Financial Advisory, Wealth Management, Securities, Asset Allocation, FINRA, Investment Advisory, Series 63, Variable Annuities, Series 65
Education
University of South Florida 1982 — 1986
Eric Tucker Eric Tucker's LPL Financial Experience September 2003 - August 2015
Job Contractor at FedEx Ground
Industry Transportation/Trucking/Railroad
Experience
FedEx Ground August 2015 - Present
LPL Financial September 2003 - August 2015
Raymond James July 1996 - September 2003
Skills
Asset Managment, Series 7, Retirement Planning, Wealth Management, Series 63, Estate Planning, Mutual Funds, Retirement, Securities, Strategic Financial..., Investments, Fixed Annuities, 401k, IRAs, 401k Rollovers, FINRA, Investment Advisory, Series 24, Series 65, Income Protection, Investment Advisory..., Stocks, Tax Free Income, Income Planning, Tax Free Bonds, Options Strategies, Variable Annuities, Variable Life
Education
University of South Florida 1993 — 1995
BS, MIS
University of South Florida 1993 — 1995
Bachelor of Science (BS), Management Information Systems, General
FedEx Ground August 2015 - Present
LPL Financial September 2003 - August 2015
Raymond James July 1996 - September 2003
Skills
Asset Managment, Series 7, Retirement Planning, Wealth Management, Series 63, Estate Planning, Mutual Funds, Retirement, Securities, Strategic Financial..., Investments, Fixed Annuities, 401k, IRAs, 401k Rollovers, FINRA, Investment Advisory, Series 24, Series 65, Income Protection, Investment Advisory..., Stocks, Tax Free Income, Income Planning, Tax Free Bonds, Options Strategies, Variable Annuities, Variable Life
Education
University of South Florida 1993 — 1995
BS, MIS
University of South Florida 1993 — 1995
Bachelor of Science (BS), Management Information Systems, General
Gwen Ngo's LPL Financial Experience March 2012 - July 2015
Job Sr Tax Accountant at Jack in the Box
Industry Food & Beverages
Experience
Jack in the Box August 2015 - Present
LPL Financial March 2012 - July 2015
LPL Finanical January 2008 - March 2012
LPL Finanical May 2006 - December 2007
Skills
Tax, Accounting, Tax Preparation, Income Tax, Tax Accounting, Account Reconciliation, GAAP, Fixed Assets, Financial Accounting
Education
USC
Bachelor of Business Administration (B.B.A.)
Jack in the Box August 2015 - Present
LPL Financial March 2012 - July 2015
LPL Finanical January 2008 - March 2012
LPL Finanical May 2006 - December 2007
Skills
Tax, Accounting, Tax Preparation, Income Tax, Tax Accounting, Account Reconciliation, GAAP, Fixed Assets, Financial Accounting
Education
USC
Bachelor of Business Administration (B.B.A.)
Claire Wu's LPL Financial Experience September 2013 - December 2013
Job Operations Associate at Wayfair
Industry Marketing and Advertising
Experience
Wayfair September 2015 - Present
Myriad Travel Marketing June 2015 - July 2015
Chihuo Inc January 2015 - May 2015
Chihuo Inc December 2013 - January 2015
FleishmanHillard June 2014 - July 2014
University of Southern California February 2014 - May 2014
LPL Financial September 2013 - December 2013
CP Global Capital April 2013 - December 2013
Hunan Tv&Broadcast Intermediary Co., Ltd June 2012 - July 2012
AIC Education June 2011 - July 2011
Skills
Public Relations, Media Relations, Event Planning, Social Media Marketing, Photoshop, WordPress, SEO, Social Media, Integrated Marketing, Marketing Communications, Market Research, Marketing, Facebook, Leadership, Mandarin, Web Design, HTML, Dreamweaver, Media Pitches, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Press Releases, Press Kits, Pitch Letters, PitchEngine, Blogging, Public Speaking, Spreadsheets, Data Analysis, International Relations, Statistical Modeling, Financial Accounting, Operations Management, Office Administration, Start-ups, Chinese, Spanish, Marketing Strategy, Teamwork, Analysis, Research, Strategic Communications
Education
University of Southern California 2011 — 2015
Bachelor of Arts (B.A.), Public Relations
University of Southern California 2011 — 2015
Bachelor of Arts (B.A.), International Relations/Global Business
Northwestern Regional High School 2009 — 2011
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Shenzhen Foreign Languages School 2008 — 2009
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Wayfair September 2015 - Present
Myriad Travel Marketing June 2015 - July 2015
Chihuo Inc January 2015 - May 2015
Chihuo Inc December 2013 - January 2015
FleishmanHillard June 2014 - July 2014
University of Southern California February 2014 - May 2014
LPL Financial September 2013 - December 2013
CP Global Capital April 2013 - December 2013
Hunan Tv&Broadcast Intermediary Co., Ltd June 2012 - July 2012
AIC Education June 2011 - July 2011
Skills
Public Relations, Media Relations, Event Planning, Social Media Marketing, Photoshop, WordPress, SEO, Social Media, Integrated Marketing, Marketing Communications, Market Research, Marketing, Facebook, Leadership, Mandarin, Web Design, HTML, Dreamweaver, Media Pitches, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Press Releases, Press Kits, Pitch Letters, PitchEngine, Blogging, Public Speaking, Spreadsheets, Data Analysis, International Relations, Statistical Modeling, Financial Accounting, Operations Management, Office Administration, Start-ups, Chinese, Spanish, Marketing Strategy, Teamwork, Analysis, Research, Strategic Communications
Education
University of Southern California 2011 — 2015
Bachelor of Arts (B.A.), Public Relations
University of Southern California 2011 — 2015
Bachelor of Arts (B.A.), International Relations/Global Business
Northwestern Regional High School 2009 — 2011
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Shenzhen Foreign Languages School 2008 — 2009
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Meredith McKellar Taylor's LPL Financial Experience 2012 - January 2014
Job Sports Agent | Athlete Representation | Former Financial Associate | Former Collegiate/Pro Athlete
Industry Sports
Experience
Entrepreneur Self Employed September 2014 - Present
The University of South Carolina Lettermen Association January 2014 - Present
Morgan Stanley Wealth Management April 2014 - August 2014
LPL Financial 2012 - January 2014
Professional Golfer June 2010 - April 2012
Skills
Event Management, Event Planning, Sales, Leadership, Public Relations, Fundraising, Time Management, Social Media, Marketing Strategy, Sports Marketing, Customer Service, Management, Social Media Marketing, Sales Management, Sponsorship, Marketing, Public Speaking, Team Building, Microsoft Excel, Microsoft Office, Marketing Communications, Strategic Planning, Series 7, Leadership Development, New Business Development
Education
University of South Carolina-Columbia 2004 — 2008
Bachelor of Science (BS), Sport and Entertainment Business Management
Entrepreneur Self Employed September 2014 - Present
The University of South Carolina Lettermen Association January 2014 - Present
Morgan Stanley Wealth Management April 2014 - August 2014
LPL Financial 2012 - January 2014
Professional Golfer June 2010 - April 2012
Skills
Event Management, Event Planning, Sales, Leadership, Public Relations, Fundraising, Time Management, Social Media, Marketing Strategy, Sports Marketing, Customer Service, Management, Social Media Marketing, Sales Management, Sponsorship, Marketing, Public Speaking, Team Building, Microsoft Excel, Microsoft Office, Marketing Communications, Strategic Planning, Series 7, Leadership Development, New Business Development
Education
University of South Carolina-Columbia 2004 — 2008
Bachelor of Science (BS), Sport and Entertainment Business Management
Victor Kwok's LPL Financial Experience January 2014 - May 2014
Job Investment Banking Summer Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. June 2015 - Present
Black Legend Capital June 2014 - October 2014
LPL Financial January 2014 - May 2014
Sapphire Investor Relations June 2013 - August 2013
Mayland Group Co., Ltd. May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Social Media, Public Speaking, Leadership, Data Analysis, Financial Analysis, Teamwork, Event Planning, Research, Finance, Investment Banking
Education
University of Southern California 2013 — 2016
Bachelor of Science (BS), Business Administration
Robert W. Baird & Co. June 2015 - Present
Black Legend Capital June 2014 - October 2014
LPL Financial January 2014 - May 2014
Sapphire Investor Relations June 2013 - August 2013
Mayland Group Co., Ltd. May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Social Media, Public Speaking, Leadership, Data Analysis, Financial Analysis, Teamwork, Event Planning, Research, Finance, Investment Banking
Education
University of Southern California 2013 — 2016
Bachelor of Science (BS), Business Administration
James Murdaugh's LPL Financial Experience February 2015 - Present
Job Rate Lock Analyst at Movement Mortgage
Industry Financial Services
Experience
Movement Mortgage, LLC July 2015 - Present
LPL Financial February 2015 - Present
AmerisourceBergen November 2013 - February 2014
Accenture June 2011 - November 2012
Wells Fargo Home Mortgage September 2009 - January 2011
Skills
Databases, Test Cases, Java, Test Planning, Test Management, Quality Center, Loss Mitigation, Mortgage Banking, Credit Analysis, Credit Risk, Mortgage Lending, Mortgage Servicing, Underwriting, Loan Servicing, Financial Services, Mortgage Underwriting, Relationship Management, Call Centers, Consumer Lending, Due Diligence
Education
University of South Carolina-Columbia 2004 — 2006
BS, Business Administration and Management, General
Movement Mortgage, LLC July 2015 - Present
LPL Financial February 2015 - Present
AmerisourceBergen November 2013 - February 2014
Accenture June 2011 - November 2012
Wells Fargo Home Mortgage September 2009 - January 2011
Skills
Databases, Test Cases, Java, Test Planning, Test Management, Quality Center, Loss Mitigation, Mortgage Banking, Credit Analysis, Credit Risk, Mortgage Lending, Mortgage Servicing, Underwriting, Loan Servicing, Financial Services, Mortgage Underwriting, Relationship Management, Call Centers, Consumer Lending, Due Diligence
Education
University of South Carolina-Columbia 2004 — 2006
BS, Business Administration and Management, General
Holly Paul's LPL Financial Experience May 2015 - August 2015
Job Undergraduate Student at University of Southern California
Industry Financial Services
Experience
LPL Financial May 2015 - August 2015
Ameriprise Financial Services, Inc. June 2014 - December 2014
Yogurtland March 2014 - August 2014
Chapman Economic Science Institute June 2013 - June 2013
May's Tax and Business Services January 2013 - April 2013
California State Assembly June 2012 - August 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Public Speaking, Financial Analysis, Data Analysis
Education
University of Southern California 2015 — 2017
Bachelor's Degree, Business Administration and Management
Lynbrook High School 2010 — 2014
High School
LPL Financial May 2015 - August 2015
Ameriprise Financial Services, Inc. June 2014 - December 2014
Yogurtland March 2014 - August 2014
Chapman Economic Science Institute June 2013 - June 2013
May's Tax and Business Services January 2013 - April 2013
California State Assembly June 2012 - August 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Public Speaking, Financial Analysis, Data Analysis
Education
University of Southern California 2015 — 2017
Bachelor's Degree, Business Administration and Management
Lynbrook High School 2010 — 2014
High School
DAMON A. DAVIS DAMON A. DAVIS's LPL Financial Experience April 2014 - January 2015
Job Information Architecture and Data Governance Lead at Cox Communications
Industry Information Technology and Services
Experience
Cox Communications March 2015 - Present
LPL Financial April 2014 - January 2015
Dun and Bradstreet April 2013 - November 2013
Dell Inc. June 2010 - April 2013
IBM March 2002 - March 2010
IBM Global Business Services January 2001 - June 2002
Skills
Enterprise Architecture, Master Data Management, Customer Information, Requirements Analysis, Data Governance, Data Integration, ETL, Data Quality, Solution Architecture, Application Architecture, Websphere, Data Warehousing, Informatica, SDLC, Marketing Strategy, Database Marketing, Business Transformation, Data Cleansing and Match, D&B Integration Manager, Corporate Hierarchies -..., Data Modeling, CRM, Business Process, Enterprise Software, Analytics
Education
University of South Carolina-Columbia 1980 — 1985
BS, Electrical and Computer Engineering
Cox Communications March 2015 - Present
LPL Financial April 2014 - January 2015
Dun and Bradstreet April 2013 - November 2013
Dell Inc. June 2010 - April 2013
IBM March 2002 - March 2010
IBM Global Business Services January 2001 - June 2002
Skills
Enterprise Architecture, Master Data Management, Customer Information, Requirements Analysis, Data Governance, Data Integration, ETL, Data Quality, Solution Architecture, Application Architecture, Websphere, Data Warehousing, Informatica, SDLC, Marketing Strategy, Database Marketing, Business Transformation, Data Cleansing and Match, D&B Integration Manager, Corporate Hierarchies -..., Data Modeling, CRM, Business Process, Enterprise Software, Analytics
Education
University of South Carolina-Columbia 1980 — 1985
BS, Electrical and Computer Engineering
Kelly Wood Kelly Wood's LPL Financial Experience August 2013 - April 2015
Job Strategic Partnership Development Manager at Bridgepoint Education
Industry Financial Services
Experience
Bridgepoint Education 2015 - Present
ForBenefit Enterprise 2009 - Present
LPL Financial August 2013 - April 2015
Cox Media 2006 - 2009
Cox Communications 2001 - 2006
Castle Advertising January 1997 - January 2001
Skills
Fundraising, Strategic Planning, Cause Marketing, Grant Writing, Event Planning, New Business Development, Community Relations, Corporate Development, Sales Presentations, Public Speaking, Strategic Partnerships, Public/private..., Partnership Marketing, Corporate Sponsorship..., Project Planning, Community Development, Sponsorship
Education
University of South Carolina-Columbia 1993 — 1996
Bachelor’s Degree, Applied Professional Studies and Business Management, Dean's List
Bridgepoint Education 2015 - Present
ForBenefit Enterprise 2009 - Present
LPL Financial August 2013 - April 2015
Cox Media 2006 - 2009
Cox Communications 2001 - 2006
Castle Advertising January 1997 - January 2001
Skills
Fundraising, Strategic Planning, Cause Marketing, Grant Writing, Event Planning, New Business Development, Community Relations, Corporate Development, Sales Presentations, Public Speaking, Strategic Partnerships, Public/private..., Partnership Marketing, Corporate Sponsorship..., Project Planning, Community Development, Sponsorship
Education
University of South Carolina-Columbia 1993 — 1996
Bachelor’s Degree, Applied Professional Studies and Business Management, Dean's List
Ran Jing's LPL Financial Experience August 2013 - December 2013
Job Senior Associate | Forever 21 Purchasing
Industry Logistics and Supply Chain
Experience
Forever 21 September 2014 - Present
University of Southern California August 2012 - May 2014
LPL Financial August 2013 - December 2013
University of Southern California January 2012 - May 2012
USC Keck School of Medicine September 2010 - April 2011
Skills
Research, Market Research, Microsoft Excel, Dreamweaver, HTML, PowerPoint, Administrative..., Databases, Statistics, Data Analysis, Microsoft Office, SPSS, NSPS, SAP, Microsoft Word, Community Outreach, Public Speaking, Event Planning
Education
University of Southern California 2010 — 2014
Bachelor of Arts (B.A.), Economics
Forever 21 September 2014 - Present
University of Southern California August 2012 - May 2014
LPL Financial August 2013 - December 2013
University of Southern California January 2012 - May 2012
USC Keck School of Medicine September 2010 - April 2011
Skills
Research, Market Research, Microsoft Excel, Dreamweaver, HTML, PowerPoint, Administrative..., Databases, Statistics, Data Analysis, Microsoft Office, SPSS, NSPS, SAP, Microsoft Word, Community Outreach, Public Speaking, Event Planning
Education
University of Southern California 2010 — 2014
Bachelor of Arts (B.A.), Economics
Tracie Karr Tracie Karr's LPL Financial Experience December 2003 - August 2010
Job Investment Advisor at Wealth Path Investment Advisors
Industry Investment Management
Experience
Wealth Path Investment Advisors August 2010 - Present
LPL Financial December 2003 - August 2010
AXA Advisors December 2002 - December 2003
Skills
Retirement Planning, Disability Insurance, Retirement, Health Insurance, Life Insurance, Investment Management, Long Term Care Insurance, IRAs, 401k Rollovers, ETFs, 401k, Investments, Wealth Management, Series 7, Mutual Funds, Roth IRA, Variable Annuities, Employee Benefits, Investment Advisory
Education
University of Southern California 1992 — 1996
Bachelor of Arts (BA)
Broken Arrow High School
Bachelor of Arts (B.A.)
Wealth Path Investment Advisors August 2010 - Present
LPL Financial December 2003 - August 2010
AXA Advisors December 2002 - December 2003
Skills
Retirement Planning, Disability Insurance, Retirement, Health Insurance, Life Insurance, Investment Management, Long Term Care Insurance, IRAs, 401k Rollovers, ETFs, 401k, Investments, Wealth Management, Series 7, Mutual Funds, Roth IRA, Variable Annuities, Employee Benefits, Investment Advisory
Education
University of Southern California 1992 — 1996
Bachelor of Arts (BA)
Broken Arrow High School
Bachelor of Arts (B.A.)
Nathan Todd's LPL Financial Experience August 2014 - January 2015
Job Blue Cross Blue Shield of SC
Industry Information Technology and Services
Experience
Christ Central Institute March 2015 - April 2015
LPL Financial August 2014 - January 2015
Windstream Communications November 2012 - May 2014
Global Linking Solutions, Charlotte, North Carolina May 2011 - November 2012
Skills
Adtran, T1, Cisco Technologies, VoIP, WAN, Riverbed, Avaya, MPLS, Wireless Networking, Telecommunications, Frame Relay, Juniper, Solution Selling, Switches, Routers, Cisco Call Manager, VPN, Computer Network..., Troubleshooting, LAN-WAN, Cisco Routers, Juniper Technologies, Networking
Education
University of South Carolina Upstate 2002 — 2006
B.A., Information Management and Systems
Christ Central Institute March 2015 - April 2015
LPL Financial August 2014 - January 2015
Windstream Communications November 2012 - May 2014
Global Linking Solutions, Charlotte, North Carolina May 2011 - November 2012
Skills
Adtran, T1, Cisco Technologies, VoIP, WAN, Riverbed, Avaya, MPLS, Wireless Networking, Telecommunications, Frame Relay, Juniper, Solution Selling, Switches, Routers, Cisco Call Manager, VPN, Computer Network..., Troubleshooting, LAN-WAN, Cisco Routers, Juniper Technologies, Networking
Education
University of South Carolina Upstate 2002 — 2006
B.A., Information Management and Systems
Emanuel Thomason's LPL Financial Experience April 2014 - Present
Job Compliance Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2014 - Present
Education
University of South Carolina 2001 — 2006
Bachelor of Arts, Political Science
University of South Carolina-Columbia 2001 — 2006
BA, Political Science
LPL Financial April 2014 - Present
Education
University of South Carolina 2001 — 2006
Bachelor of Arts, Political Science
University of South Carolina-Columbia 2001 — 2006
BA, Political Science
Tim Cannata Tim Cannata's LPL Financial Experience January 2010 - July 2011
Job Account Manager Core Technology SMB
Industry Information Technology and Services
Experience
Oracle January 2015 - Present
Baystate Financial Services and Lowell Five Cent Savings Bank July 2011 - January 2015
LPL Financial January 2010 - July 2011
Ameriprise Financial November 2006 - January 2010
Strike One Sports Complex September 2005 - June 2006
Lewis and Clark Inc. 1999 - 2005
Innovex Inc. 1998 - 1999
Innovative Telecom January 1997 - July 1998
OmniTel 1995 - 1997
Boston Bruins 1994 - 1995
Skills
Account Management, Sales Management, Databases, SaaS, Small Business, Team Management, Sales Presentations, Wealth Management, Investments, Long-term Care, Disability Insurance, Mutual Funds, Pensions, Strategic Planning, Strategic Financial..., Retirement Planning, Business Strategy, Strategic Partnerships
Education
University of Southern California 1987 — 1991
BS, Sports Information
Malden Catholic High School 1983 — 1987
Williams Junior High School
Oracle January 2015 - Present
Baystate Financial Services and Lowell Five Cent Savings Bank July 2011 - January 2015
LPL Financial January 2010 - July 2011
Ameriprise Financial November 2006 - January 2010
Strike One Sports Complex September 2005 - June 2006
Lewis and Clark Inc. 1999 - 2005
Innovex Inc. 1998 - 1999
Innovative Telecom January 1997 - July 1998
OmniTel 1995 - 1997
Boston Bruins 1994 - 1995
Skills
Account Management, Sales Management, Databases, SaaS, Small Business, Team Management, Sales Presentations, Wealth Management, Investments, Long-term Care, Disability Insurance, Mutual Funds, Pensions, Strategic Planning, Strategic Financial..., Retirement Planning, Business Strategy, Strategic Partnerships
Education
University of Southern California 1987 — 1991
BS, Sports Information
Malden Catholic High School 1983 — 1987
Williams Junior High School
Chelsey Seidel's LPL Financial Experience July 2012 - September 2013
Job Marketing Manager at SouthData Inc
Industry Marketing and Advertising
Experience
SouthData Inc September 2013 - Present
LPL Financial July 2012 - September 2013
Strom Law Firm, LLC May 2011 - July 2012
The Carolina Reporter December 2011 - May 2012
South Carolina Students for Mitt Romney August 2011 - May 2012
United States Senator Jim DeMint May 2011 - December 2011
The Daily Gamecock August 2009 - December 2011
Skills
Corporate Communications, Social Media Marketing, Blogging, Marketing Communications, Copy Editing, Marketing, Strategic Communications, Marketing Strategy, Newsletters, Press Releases, Media Relations, Internal Communications, Web Analytics, Project Management, Political Campaigns
Education
University of South Carolina-Columbia
Bachelor of Arts (B.A.), Journalism
SouthData Inc September 2013 - Present
LPL Financial July 2012 - September 2013
Strom Law Firm, LLC May 2011 - July 2012
The Carolina Reporter December 2011 - May 2012
South Carolina Students for Mitt Romney August 2011 - May 2012
United States Senator Jim DeMint May 2011 - December 2011
The Daily Gamecock August 2009 - December 2011
Skills
Corporate Communications, Social Media Marketing, Blogging, Marketing Communications, Copy Editing, Marketing, Strategic Communications, Marketing Strategy, Newsletters, Press Releases, Media Relations, Internal Communications, Web Analytics, Project Management, Political Campaigns
Education
University of South Carolina-Columbia
Bachelor of Arts (B.A.), Journalism
Jim Hooks Jim Hooks's LPL Financial Experience June 2004 - Present
Job Senior Vice President Governance, Risk & Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2004 - Present
Raymond James Financial October 1986 - June 2004
Skills
Securities, Series 7, Series 24, FINRA, Series 63, Series 65, Uniform Combined State..., Investments, Investment Advisory, Alternative Investments, Mutual Funds, Wealth Management, Financial Services, Risk Management
Education
University of South Florida
University of South Florida
LPL Financial June 2004 - Present
Raymond James Financial October 1986 - June 2004
Skills
Securities, Series 7, Series 24, FINRA, Series 63, Series 65, Uniform Combined State..., Investments, Investment Advisory, Alternative Investments, Mutual Funds, Wealth Management, Financial Services, Risk Management
Education
University of South Florida
University of South Florida
David Cason David Cason's LPL Financial Experience 2007 - April 2012
Job Sr. AML Analyst
Industry Financial Services
Experience
US Bank March 2015 - Present
Citibank (Banamex USA) April 2012 - Present
LPL Financial 2007 - April 2012
The Vanguard Group 2004 - 2007
Skills
AML, Banking, Coaching, Equities, Finance, Internal Audit, Options, Trading, Anti Money Laundering, Bloomberg, Customer Service, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management, Risk Management, Securities, Series 7
Education
University of South Carolina-Columbia 1993 — 1997
BS, Finance
US Bank March 2015 - Present
Citibank (Banamex USA) April 2012 - Present
LPL Financial 2007 - April 2012
The Vanguard Group 2004 - 2007
Skills
AML, Banking, Coaching, Equities, Finance, Internal Audit, Options, Trading, Anti Money Laundering, Bloomberg, Customer Service, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management, Risk Management, Securities, Series 7
Education
University of South Carolina-Columbia 1993 — 1997
BS, Finance
Tracy Parson Tracy Parson's LPL Financial Experience June 2015 - Present
Job Financial Professional
Industry Financial Services
Experience
LPL Financial June 2015 - Present
LPL Financial September 2012 - June 2015
LPL Financial May 2010 - December 2012
LPL Financial September 2006 - May 2010
TIAA-CREF October 2005 - September 2006
Vanguard November 2004 - October 2005
Wachovia May 2001 - November 2004
Skills
Financial Analysis, Risk Management, Banking, Finance, Portfolio Management, Insurance, Financial Planning, Customer Service, Microsoft Office
Education
University of South Carolina-Columbia 1998 — 2002
Bachelor of Science (B.S.), Criminal Justice and Psychology
LPL Financial June 2015 - Present
LPL Financial September 2012 - June 2015
LPL Financial May 2010 - December 2012
LPL Financial September 2006 - May 2010
TIAA-CREF October 2005 - September 2006
Vanguard November 2004 - October 2005
Wachovia May 2001 - November 2004
Skills
Financial Analysis, Risk Management, Banking, Finance, Portfolio Management, Insurance, Financial Planning, Customer Service, Microsoft Office
Education
University of South Carolina-Columbia 1998 — 2002
Bachelor of Science (B.S.), Criminal Justice and Psychology
Julietta Oree's LPL Financial Experience August 2008 - Present
Job Compliance Analyst
Industry Financial Services
Experience
LPL Financial August 2008 - Present
E*Trade Financial October 2007 - June 2008
E*TRADE Financial March 2006 - October 2007
Skills
Training, Sales, Advertising, Customer Service, Policy, Series 7, Series 63, Mutual Funds, Internal Audit, FINRA, Series 24, Financial Services, Retirement, Fixed Annuities, Retirement Planning, Risk Management, Team Building, Microsoft Office
Education
University of South Carolina-Columbia
LPL Financial August 2008 - Present
E*Trade Financial October 2007 - June 2008
E*TRADE Financial March 2006 - October 2007
Skills
Training, Sales, Advertising, Customer Service, Policy, Series 7, Series 63, Mutual Funds, Internal Audit, FINRA, Series 24, Financial Services, Retirement, Fixed Annuities, Retirement Planning, Risk Management, Team Building, Microsoft Office
Education
University of South Carolina-Columbia
Damon Martin's LPL Financial Experience December 2009 - July 2010
Job Trade Desk Support at Title Trading Services USA Inc
Industry Computer Software
Experience
Title Trading Services USA Inc July 2010 - Present
LPL Financial December 2009 - July 2010
E*TRADE Financial January 2005 - July 2007
BlueCross BlueShield of South Carolina 2004 - 2004
Skills
Trading Systems, Trading, Equities, Options, Risk Management, Microsoft Office, Quality Assurance, Equity Trading, Technical Analysis, Investments, Financial Markets, Mutual Funds, Project Management, Electronic Trading, Customer Service, Portfolio Management, Management, Hedge Funds, GBA, Securities, Strategic Planning, Process Improvement, Capital Markets, FX Options, Data Analysis, Analysis, Commodity, Microsoft Excel, Pottery, Financial Risk, VBA, Handmade Jewelry, American English, Internet Explorer, Windows, Written Word, Handheld Computers, Connectivity, Solution Architecture, Series 7, Series 63, Getting The Job Done, Bonds, Workplace Safety, Toad, Email Etiquette, Star Wars
Education
University of South Carolina-Columbia 1999 — 2004
Computer Engineering
York Technical College 1997 — 1999
associates of the arts, General Studies
Title Trading Services USA Inc July 2010 - Present
LPL Financial December 2009 - July 2010
E*TRADE Financial January 2005 - July 2007
BlueCross BlueShield of South Carolina 2004 - 2004
Skills
Trading Systems, Trading, Equities, Options, Risk Management, Microsoft Office, Quality Assurance, Equity Trading, Technical Analysis, Investments, Financial Markets, Mutual Funds, Project Management, Electronic Trading, Customer Service, Portfolio Management, Management, Hedge Funds, GBA, Securities, Strategic Planning, Process Improvement, Capital Markets, FX Options, Data Analysis, Analysis, Commodity, Microsoft Excel, Pottery, Financial Risk, VBA, Handmade Jewelry, American English, Internet Explorer, Windows, Written Word, Handheld Computers, Connectivity, Solution Architecture, Series 7, Series 63, Getting The Job Done, Bonds, Workplace Safety, Toad, Email Etiquette, Star Wars
Education
University of South Carolina-Columbia 1999 — 2004
Computer Engineering
York Technical College 1997 — 1999
associates of the arts, General Studies
Denise Abbamonte-Larsen's LPL Financial Experience December 2009 - Present
Job Financal Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2009 - Present
Edward Jones October 2004 - November 2009
Intel October 1986 - July 1997
Intel Corporation 1986 - 1997
Education
University of South Florida 1977 — 1980
Accounting, Accounting and Economics
Hudson Senior High 1975 — 1977
LPL Financial December 2009 - Present
Edward Jones October 2004 - November 2009
Intel October 1986 - July 1997
Intel Corporation 1986 - 1997
Education
University of South Florida 1977 — 1980
Accounting, Accounting and Economics
Hudson Senior High 1975 — 1977
Andrew Vaughn's LPL Financial Experience May 2000 - September 2001
Job VicePresident, Supervision, Independent Financial Group LLC
Industry Financial Services
Experience
Independent Financial Group LLC July 2008 - Present
Citibank NA 2001 - 2006
LPL Financial May 2000 - September 2001
Jack White and Co. TD Ameritrade June 1996 - 2000
Skills
Asset Management, FINRA, Investments, Asset Managment, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Investment Advisory, Financial Planning, Series 63, Securities, Financial Services, Strategic Planning, Wealth Management, Asset Allocation, Investment Strategies, Financial Modeling, Series 7, Leadership, Risk Management
Education
University of Southern California 1984 — 1988
Bachelor's degree, Economics
Independent Financial Group LLC July 2008 - Present
Citibank NA 2001 - 2006
LPL Financial May 2000 - September 2001
Jack White and Co. TD Ameritrade June 1996 - 2000
Skills
Asset Management, FINRA, Investments, Asset Managment, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Investment Advisory, Financial Planning, Series 63, Securities, Financial Services, Strategic Planning, Wealth Management, Asset Allocation, Investment Strategies, Financial Modeling, Series 7, Leadership, Risk Management
Education
University of Southern California 1984 — 1988
Bachelor's degree, Economics
Karl Callahan's LPL Financial Experience April 2000 - August 2001
Job Owner
Industry Utilities
Experience
Global Utilities Brokerage July 2012 - Present
S.O. Health Center January 2000 - Present
Iguana Comics and Games March 2011 - December 2012
LPL Financial April 2000 - August 2001
Morgan Stanley June 1997 - March 2000
Skills
Retirement Planning, Entrepreneurship, Business Development, Market Planning, Asset Managment, Risk Assessment, Team Building, Telecommunications, Energy Brokerage, Energy Deregulation
Education
University of Southern California 1988 — 1992
Global Utilities Brokerage July 2012 - Present
S.O. Health Center January 2000 - Present
Iguana Comics and Games March 2011 - December 2012
LPL Financial April 2000 - August 2001
Morgan Stanley June 1997 - March 2000
Skills
Retirement Planning, Entrepreneurship, Business Development, Market Planning, Asset Managment, Risk Assessment, Team Building, Telecommunications, Energy Brokerage, Energy Deregulation
Education
University of Southern California 1988 — 1992
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.