Larry Bernstein

LPL Financial

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Larry Bernstein

AVP, Success Manager, IS Client Success

Larry Bernstein is an accomplished AVP, Client Success Manager, specializing in driving strategic growth and retention for financial institutions. They have a proven track record of managing significant portfolio expansions, achieving substantial asset growth, and securing numerous contracts through superior negotiation skills. With experience spanning various roles in the financial sector, including Wholesale Account Executive and Lending Specialist, Larry has demonstrated expertise in client relationship management and business development. They hold a Bachelor of Science in Business Management from the University of Phoenix.

Location

Concord, United States

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