A dedicated Client Service Representative with over five years of experience in delivering exceptional customer and client support in Real estate and financial services. Focused on streamlining communication and resolving client concerns and enhancing client satisfaction. When not at work, time is spent learning the money markets and building her online teaching ministry to launch for Christian women.More...
Ryan Lohrman
Manager Technical Program Management@LPL
Verified
• Seasoned technology professional with over 13 years of experience in information technology and technical software program management. Depth of experience and skillsets include; technical architecture principles, Software Development Lifecycle (SDLC), Continuous Integration / Continuous Deployment (CI/CD) methodology, Cloud-native development, SaaS, CRM.
• Experience with Waterfall and Agile Program Management; Agile experience includes Agile Delivery, Agile Coaching, and Agile Transformation (at the team, org, and enterprise levels), and continuous and process improvement methodology (LEAN, Six Sigma methodology).
• A proactive problem-solver with experience with leading cross-functional, distributed (on-shore and off-shore), and vendor teams within programs. A proven track record of people management; fostering team growth and development.
• Experience in multiple industries including; Finance and FinTech, Healthcare, Cloud Optimization and FinOps, Transportation and Mobility, Technology and Software Consulting and Strategy, Telecomm, Digital Marketing, and Electronics (Hardware)More...
I have worked with financial Advisors for over 25 years. I specialize in providing in-depth knowledge and support in transitioning firms and helping sellers find their ideal buyer. I also have lead high performing Sales Teams, and developed specialized Sales Processes, Sales Methodology, and Complex Sales training in the Experienced Financial Advisor Recruiting space.More...
Megan Gregory
Administrative Assistant@LPL Financial
Verified
Executive Summary:
LPL Financial is one of the leading financial services companies in the U.S. As an Administrative Assistant, Megan Gregory plays a pivotal role in ensuring the smooth functioning of the office by providing administrative support. Her responsibilities include managing schedules, coordinating meetings, and maintaining files. Megan's excellent organizational skills and attention to detail contribute to improving office efficiency, enhancing communication, and supporting overall operations. Her role is crucial in facilitating the company's goal of providing top-notch financial advice and investment services to its clients.More...
Christopher Brown
Verified
Christopher Brown is a highly accomplished professional with a proven track record in strategic planning, business development, and systems architectute. With his exceptional leadership skills and in-depth finance, banking and wealth management knowledge, he has successfully led teams and driven significant growth in several organizations. His expertise in negotiating partnerships and forging strategic alliances has consistently resulted in increased revenue and business expansion. Brown's innovative approach to problem-solving, combined with his strong analytical skills, makes him a valuable asset in any business setting.More...
Tremayne Patterson
Product Owner/ Product Manager@LPL Financial
Verified
Tremayne Patterson, as the Product Owner/Manager at LPL Financial, you are responsible for driving the product strategy, vision, and roadmap. Your role involves overseeing the development process, coordinating with cross-functional teams, and ensuring customer satisfaction. The current financial market scenario demands innovative solutions and your expertise in financial services, agile methodologies, and product management is critical in navigating these challenges. Your focus should be on enhancing the product's features, improving user experience, and ensuring the product aligns with the company's strategic goals. Enhancing client relationships and gathering customer feedback can help in identifying areas of improvement and ensuring the product's success in the market.More...
Sreejith Gopinath
Product owner@Larkya
Verified
I am a certified and trained in Agile SAFe 6.0 methodology for Scrum master and PMPO with more than 8 years of realtime experience with cloud infrastructure projects like initial planning, execution and ongoing projects like migration, enhancement, hardening security, also application development projects and well versed with release managementMore...
Jennifer Reed
Process Engineer@LPL Financial
Verified
Jennifer Reed, as a Process Engineer at LPL Financial, is responsible for analyzing, designing, and implementing process improvements to enhance productivity, efficiency, and overall business performance. She utilizes her engineering skills to streamline operations and reduce costs, while ensuring compliance with industry regulations and standards. Her role is pivotal in driving operational excellence, improving client satisfaction, and achieving strategic business objectives. Jennifer's expertise in process engineering helps LPL Financial to maintain its competitive edge and deliver superior financial services to its clients.More...
Eric Anstedt
Financial Advisor@LPL Financial
Verified
Tamara Welch
Vice president, university recruiting@LPL Financial
Verified
Senior Recruiting Delivery Leader with extensive experience driving innovative talent acquisition strategies across early career, professional, and leadership levels. Proven success in building and scaling diverse hiring programs, leading high-performing teams, and aligning recruitment initiatives with business objectives. Recognized for expertise in campus recruiting, DEI, leadership development, and operational excellence, with a strong track record at companies including AWS, Datadog, Gartner, and ADP. Passionate about elevating the candidate experience, enabling recruiter success, and delivering high-impact, scalable programs.More...
David Meier
Vice President@LPL Financial
Verified
Frank Murry
Financial Advisor@LPL Financial
Verified
Managing corporations and individuals on investments for over 30 yearsMore...
Gary Smith
Software Engineer
Verified
Gary Smith is a passionate Software Engineer with over five years of experience in developing innovative software solutions. He specializes in full-stack development, working primarily with JavaScript and Python to create user-friendly applications. Gary holds a degree in Computer Science from Purdue University and is committed to continuous learning and staying updated with the latest technology trends. In his free time, he enjoys contributing to open-source projects and exploring the outdoors.More...
Leann Coppola
Communications and Community Affairs Director@Baker Hughes
Verified
Broad experience in developing strategic communication plans and event experiences for large, international organizations. Customer-centric manager with 18 years experience leading and engaging cross-functional teams and suppliers to implement internal and external marketing and communication plans. Recognized as a trusted advisor to C-suite, senior leaders, customers, and suppliers with proven ability to bring teams together to deliver business results.More...
Rasema Behlo
Sales Enablement
Verified
Detail-oriented Sales Enablement and Business Operations professional with expertise in optimizing workflows, supporting cross-functional teams, and leveraging CRM tools to improve sales processes. Adept at training and development, process automation, and providing data-driven insights to enhance business performance.More...
Jenny Sandman
Executive Assistant
Verified
Jenny Sandman is a seasoned support professional, with over two decades of experience as a C-level executive/personal assistant and office manager.
Significant professional experience supporting high-level executives and leading an executive assistant team. Demonstrated expertise in large corporate event planning and execution, both internationally and domestically. Excellent writer and editor with very strong analytical and problem-solving skills. Highly experienced in arranging and ticketing complex travel itineraries.More...
Michael Larma
Senior Program Manager
Verified
Michael Larma, as the Senior Program Manager, you are responsible for overseeing the planning, development, and execution of various projects. Your role includes coordinating with different teams, managing resources, and ensuring that the projects are completed within the set timeline and budget. You are also tasked with managing risks, resolving issues, and reporting the project's progress to the stakeholders. Your leadership, strategic planning, and decision-making skills play a critical role in the successful completion of the projects.More...
Lakesha Fowler
Digital Marketing Specialist
Verified
We offer tailored digital marketing, AI-driven solutions, virtual assistant services, and system management to help businesses enhance their online presence, streamline operations, and achieve sustainable growth.More...
Reena Arora
Executive Director, Communications@Cleveland State University
Verified
Reena Arora-Sanchez is a bilingual, highly accomplished communications professional currently serving as the Executive Director of Communications at a public university. Since 2005, she has amassed a wealth of experience in writing/editing, strategic planning, crisis communications and public relations. Reena's current leadership role includes overseeing all internal and external communications strategies for a research institution with more than 14,000 students. She is a former journalist with two master's degrees and exceptional critical thinking, writing and leadership skills.More...
Experienced and highly motivated communications leader with proven achievements driving omnichannel marketing initiatives for global, high-tech Fortune 200 and 300 organizations and ambitious startups.
Well-versed in brand development, customer engagement activities, and executive communications. Proficient in managing data-driven, insights-backed strategies and leading cross-functional teams.
Adept at delivering impactful, integrated campaigns to increase brand and leadership visibility, enhance target audience affinity, and drive growth.More...
Guillermo Moran-Arreola
Software Developer@Self-Employed
Verified
I am a software developer with 12+ years of experience of full stack web development.More...
Jack Metcalf
Product Director@Monite
Verified
Visionary financial services professional with over two decades of diversified experience in commercial and retail banking, marketing,
and product creation, as well as substantial experience managing B2B payments. Product manager with a proven track record of
success in ensuring adequate completion of assigned tasks, attending to business as well as customer needs, and resolving
assignments in a cost-effective and time-efficient manner. Strong experience integrating Fintech and banks, as well as demonstrated
expertise in instilling the practice of innovation and implementing it in real-world scenarios on a consistent basis. Possesses strong
conflict resolution skills utilized to deliver innovative solutions to all escalated issues while achieving the best possible outcomes for
customers and employers. With a strong sense of current trends and practices, eager to master new challenges and contribute to the
future success of the product management and banking industry.More...
Sudeep Sapkota
Data Scientist@Wells Fargo
Verified
Sudeep Sapkota is a highly skilled Data Scientist at Wells Fargo, where he applies his expertise in machine learning, data analysis, and predictive modeling to drive business solutions. He excels in utilizing big data technologies to optimize business processes, reduce costs, and improve customer experiences. His exceptional understanding of data infrastructure and algorithms, coupled with his ability to communicate complex concepts to non-technical stakeholders, makes him a valuable asset to the Wells Fargo team.More...
Jon Martin
Financial Services@Buttonwood and Graham
Verified
As a seasoned executive, business owner, and financial advisor with 16 years of experience, I have a proven track record in managing businesses, leading teams, and advising clients. I have managed client assets totaling over $100 million and specialize in providing creative, solution-driven financial strategies tailored to individual needs. I excel in building strong relationships, particularly with institutional investors, leveraging my expertise to foster collaboration and drive growth. My leadership style is characterized by innovation, strategic thinking, and a passion for empowering clients and teams to achieve their financial goals.More...
Anthony Patterson
Talent Acquisition Specialist/Data Analyst@Zonedd
Verified
👨💼 Recruiting and Consulting
📊 Data AnalystMore...
Phillip Bryant
Social media consultant@Brighthouse Financial
Verified
With a proven track record of driving results and exceeding goals, I bring extensive experience in marketing strategy, social media management, digital marketing, and lead generation. I played a pivotal role in creating a comprehensive social media handbook for financial advisors, resulting in a highly successful email and social media campaign that generated 967 leads and $16M in sales. By implementing innovative strategies, I exceeded lead generation targets by 117%, securing 939 qualified leads and $19.2M in sales while driving a remarkable 99% increase in ROMI and an 11% boost in sales contribution year over year through social media optimizations. My experience includes executing digital marketing strategies for a variety of clients ranging from financial advisors, non profit organizations, authors, churches, and more. Scheduling content distribution across social media, email, and blogs, implementing lead generation processes to drive business growth.More...