Ann Patel

Ann Patel currently serves as the Vice President and Chief of Staff for Relationship Management at LPL Financial since September 2023. Prior to this role, Ann held various positions at Charles Schwab from May 2016 to September 2023, including Director of Advisor Services Business Management and Senior Manager of Field Enablement and Communication. Ann's experience also includes working as a Global Program Manager for Associate and Community Communications at Terumo BCT and serving as a Corporate Relations Senior Communications Consultant at Allstate Insurance Company. Earlier career roles encompass account management and communications positions at Weber Shandwick Worldwide, Public Communications Inc., and Manning Selvage and Lee. Ann Patel holds a Master's degree in Professional Creative Nonfiction Writing from the University of Denver and a Bachelor's degree in Communications with a focus on Public Relations from DePaul University.