Juan McKissick

Juan McKissick has over eight years of experience in the financial services industry, currently serving as the Lead Trade Recon Specialist I Client Success at LPL Financial since July 2015. In this role, Juan coordinates with the LPL Trade Desk to ensure the proper execution and settlement of trades while ensuring compliance with regulatory requirements. Previous positions at LPL Financial include Trader I Trading Operations and Sr. Operations Specialist roles, where Juan managed alternative investment transactions and acted as a primary point-of-contact for direct business products. Prior to joining LPL Financial, Juan held various roles in media and marketing, including positions at Hearst and CBS Corporation. Juan holds a BA in Political Science and History from North Carolina Central University and a Paralegal Certificate in Civil Litigation from Meredith College.