Lead and develop a team overseeing HOS advisors and product reviews. Drive risk management initiatives, enhance service levels, and manage special projects while fostering strong internal relationships and ensuring regulatory compliance.

Empower a dynamic team of Supervisory Principals by leading talent management, ensuring compliance, managing risk, and enhancing service quality within a collaborative environment dedicated to exceptional client experiences.

Champion a high-performing team in supervising financial advisors and coordinating compliance. Lead strategic oversight, manage projects, and foster collaboration across departments to enhance client service and ensure regulatory adherence.

Join the team as you lead seamless transitions for advisors across all business lines, leveraging your expertise to provide tailored training and support, ensuring a smooth transition to new systems and practices for enhanced client success.

Partner with us to lead business transitions, ensuring a seamless shift for advisors with tailored support, operational training, and expert guidance through the entire move to LPL's platform. Drive advisor success during this transformation.