LPL Financial
Aaron Kapp is a Senior Data Operations Specialist at LPL Financial since January 2018, specializing in the transfer of large client accounts and managing daily paperwork processing. Recognized for exceeding productivity and quality benchmarks, Aaron addresses complex issues and trains new specialists. Previously, Aaron served as an Associate Analyst at LPL Financial, providing technical support for reporting platforms and demonstrating strong customer service. Prior experience includes Educational Program Manager at Code To The Future, leading STEM curriculum development for students, and Assistant Operations Manager at Cornerstone Management Professionals, overseeing community association operations. Aaron holds a Bachelor's Degree in Business Administration and Management from California State University San Marcos.
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LPL Financial
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LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices.