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LPL FinancialVP, Corporate RIA Channel Strategy

VP of Corporate RIA Channel Strategy at LPL Financial. Supporting strategic initiatives for independent advisors in financial services industry.

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Sunbelt Rentals, Inc.Instructional Designer

Instructional Designer creating training content and involved in course development phases for a leader in equipment rental services. Engages with subject matter experts while adhering to project timelines.

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LPL FinancialSVP, Data Governance – AI Responsibility

SVP, Data Governance & AI role at LPL Financial leading enterprise governance for data and AI innovations. Ensuring compliance, quality, and responsible innovation across strategic platforms and domains.

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LPL FinancialAVP, Data Lakehouse Engineer

AVP Data Lakehouse Technical Development Lead at LPL Financial overseeing technology teams and driving cloud architecture solutions. Focus on delivering best - in - class solutions within the Enterprise Data Lakehouse group.

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LPL FinancialAVP, Product Owner

Data Product Owner at LPL Financial managing TBAR (Transaction Books) and PSP (Product, Pricing, and Securities Platform) data for financial services. Collaborating with cross - functional teams on product strategy and enhancements.

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LPL FinancialProduct Manager – Cash & Liquidity Management

Product Manager leading Cash Management initiatives at LPL Financial. Focusing on defining solutions for payments, banking, and financial services.

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XylemRegional Technical Services Manager

Regional Technical Service Manager overseeing and coordinating service operations across Gulf Coast for Xylem. Focusing on customer satisfaction and managing service metrics for pump systems and equipment rental.

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LPL FinancialLead Ops Specialist

Lead Operations Specialist overseeing cash management tasks across Fort Mill, Tempe, and San Diego locations. Responsible for coordinating workflows and handling escalated issues in the department.

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LPL FinancialVP, Data Retention Product Manager

Vice President of Data Retention at LPL Financial defining strategies for data management. Ensuring compliance with regulatory standards in a collaborative environment.

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LPL FinancialAVP Tech Lead – Contact Center Technology

AVP Technology Lead optimizing call center technology solutions for a leading financial firm. Responsible for high - quality technology solutions and platform modernization in an Agile setting.

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LPL FinancialPrincipal Software Engineer, ECM

Principal Software Engineer for LPL Financial overseeing records management and compliance. Leading modernization efforts and cloud adoption initiatives for document management systems.

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LPL FinancialSummer Internship – Transition Support Partner

Intern role at LPL Financial assisting Transition Support Partners with Investment Mapping and enhancing client experiences. Flexible hybrid schedule based in Fort Mill, SC or San Diego, CA.