Sumeer Kapila

Sumeer Kapila, CFA, is a seasoned finance professional currently serving as Vice President at LPL Financial since January 2014, overseeing various products within the investment advisory space focused on client acquisition, financial planning, and proposal generation. In addition, Sumeer is the Founder of myEworkbook Inc, an online community aimed at fostering discussions, peer feedback, and educational social networking. Prior experience includes serving as Senior Advisor at Wachovia, a Wells Fargo Company, and providing strategic advisory roles at TriplePulse and ABOVE. Sumeer holds an MBA in Strategy, Finance, and Marketing from Duke University's Fuqua School of Business, along with a Bachelor's degree in Electronics and Communications Engineering from the National Institute of Technology Kurukshetra.