LPL Financial
Kelvin To is an accomplished professional with extensive experience in business intelligence and finance systems. Currently serving as VP of Business Intelligence & Finance Systems at LPL Financial, Kelvin specializes in finance transformation, data reporting strategies, and tool stack modernization. Previous roles include AVP of Business Intelligence and Sr. Finance Business Intelligence Analyst, where Kelvin led teams in implementing BI strategies, developed financial models, and automated processes using analytical tools. Prior experience at General Atomics and SeaWorld includes project management, data analysis, and HR systems oversight. Kelvin holds an MBA from the University of Redlands and a BA in International Business from San Diego State University.
This person is not in any teams
This person is not in any offices
LPL Financial
44 followers
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.