AtriaWealth
Jacinta Lazcano currently serves as Vice President of Operations Support Services at Atria Wealth Solutions, a position held since April 2023. Previously, Jacinta held various managerial roles at LPL Financial from December 2017 to April 2023, including Manager and Service 360 Team Lead, where responsibilities encompassed operational policy expertise, team assistance, and issue resolution. Other key positions include New Accounts Supervisor at Commonwealth Financial Network and multiple roles at LPL Financial, emphasizing customer relations and operational efficiency. A strong background in customer service management began at Family Credit Counseling Corp and FLEETCOR, showcasing leadership in training and performance evaluation. Jacinta pursued education at Mira Costa College between 2003 and 2004.
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AtriaWealth
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Wealth management holding company whose subsidiaries provide innovative tools and a flexible business structure to help advisors retain and grow relationships.