Teams at LPL Financial

Lead end-to-end strategy and execution for digital growth solutions for financial advisors: define problems, build business cases, run pilots/A-B tests, design roadmaps, manage go-to-market, track performance with data, and align cross-functional teams to deliver measurable advisor growth.

Develop and manage scalable client-facing digital learning assets and events for the Client Readiness Program. Design e-learning, microlearning, and video content; partner with SMEs; maintain content governance; run webinars and community events; measure outcomes and iterate using analytics and AI-enhanced tools.

Lead strategy and execution for an enterprise AI ecosystem and developer-first platform. Build curated AI catalogs, secure AI access, extend Kong gateway capabilities, provide developer tooling and onboarding, drive adoption, and partner with security, platform, and product teams to standardize scalable, compliant AI consumption across the organization.