In my PX Operations role at LPL Financial, and during my career, I regularly apply previously gathered experiences and skills. Through an entrepreneurial spirit I help provide what firms, organizations, leadership, teams, partners, and customers need. My efforts increase opportunities for team members to remain focused on their allocations and disciplines, while providing additional time for honing their craft, and not being interrupted or burdened by the need to address operational needs in addition to completing the work for which they were hired.

When I’m not leading PX Operations efforts at LPL, I enjoy spending as much time as possible outside with family members and close friends.

Charlotte, NC

Member since Jan 2013

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