The Analysts and Managers team at LPL Financial is dedicated to supporting the company's mission by leveraging their expertise in data analysis, financial auditing, project management, tax accounting, and client relationship management. This team plays a crucial role in ensuring regulatory compliance, optimizing client onboarding processes, enhancing client success and supervision, and providing robust financial and business analysis to drive strategic decisions and improve overall operational efficiency.
Brent Williams
Manager, Client Success, Super...
Bruce Miller
Branch Office Manager
Caden Bryner
Summer Analyst
Daniel Nelson
Senior Tax Accountant
Giselle McInnis Haac...
Senior Financial Analyst
Ivan Tapia
Sr Business Analyst
Lindsay R. Reitz
Manager, Client & Government R...
Monica Cardema
Senior Project Manager
Nathan Cronk
Senior Onboarding Partner
Saurav Nair
Data Analyst, Internal Audit
Shannon Mouzon
Manager - Onboarding
Timothy Scamardo
Senior Project Manager