Teams at LPL Financial

Leads LPL’s securities lending sales and trading capability, including institutional relationship management, daily securities finance execution, trading book and collateral optimization, funding, liquidity, and risk management. Partners with senior leadership and cross-functional teams to develop strategy, controls, technology-enabled solutions, and scalable products. Manages counterparty relationships, supports settlement and corporate actions, communicates performance and risk to executives, and drives revenue and business development.

Leads LPL’s enterprise market data function, setting strategy and operating models for governance, licensing, entitlements, vendor relationships, spend, inventory, lineage, risk, and operations. Partners with Product, Technology, Data, Finance, Procurement, Legal, Risk, and business teams to ensure compliant and resilient market data usage. Oversees strategic provider negotiations, financial management, controls, reporting, and team development.

Creates, edits, publishes, and audits operational and technical content across multiple platforms. Manages complex content projects, collaborates cross-functionally, analyzes content performance, supports quality control, trains teammates, and partners with Technology on user acceptance testing and content management system troubleshooting.