Vice President

• providing operational and day-to-day support of the LPL IAN Supported Affiliation Model
• supporting direct employees’ successful completion of supervisory functions
• leading strategic projects as defined by senior management
• acting as the liaison between assigned regions and various stakeholders
• assist supervisors in regions with escalations while maintaining positive relationships
• socialize concerns and escalated matters with senior leaders
• leading department initiatives that create efficiencies, streamline processes, and improve risk mitigation capabilities
• review and apply data and metrics to drive efficiencies, minimize backlog, assess resourcing needs, and implement management routines

AVP, Regional Lead

Assistant Vice President, Portfolio Management - Business Banking