Company
LPL Financial
Description
LPL Financial LLC today announced Amy Philbrook has joined the firm as Executive Vice President and Head of Service. Philbrook brings more than 28 years of industry experience and service delivery leadership to LPL. Philbrook’s role will focus on accelerating LPL’s effort to evolve frontline service teams into a modern, proactive and consultative organization
Quick answer
Industry Veteran Amy Philbrook Joins LPL as New Head of Service (December 13, 2023). LPL Financial is based in San Diego, California, United States.
- What did LPL Financial announce on December 13, 2023?
- LPL Financial LLC today announced Amy Philbrook has joined the firm as Executive Vice President and Head of Service. Philbrook brings more than 28 years of industry experience and service delivery leadership to LPL.
- What does LPL Financial do?
- LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around.
- Where is LPL Financial based?
- LPL Financial is based in San Diego, California, United States.
- Which similar companies made leadership changes around the same time?
- HKEX (December 22, 2023), Circle Internet Group, Inc. (January 2, 2024), Mastercard (January 24, 2024) and Fenergo (January 26, 2024) also announced leadership changes within 45 days of LPL Financial.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- HKEX names female CEO (December 22, 2023)
- Circle Secures Conditional DASP Registration and Appoints Head of French Operations (January 2, 2024)
- Mastercard appoints Dheeraj Raina as new VP, head of integrated marketing and communications for SEA (January 24, 2024)
- Fenergo Appoints Chief Customer Officer (January 26, 2024)
- ACI Worldwide Appoints Abe Kuruvilla as Chief Technology Officer (October 30, 2023)
- MainStreet Bank Promotes Tom Floyd to Executive Vice President (December 13, 2023)
Who to call at LPL Financial, and when
A new leader at LPL Financial brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day LPL Financial raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at LPL Financial, from your own LinkedIn network
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LPL Financial changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.
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