LPL Financial
Sheetal Jain
VP Advanced Analytics
Jacob Wenzl
Business Analyst Ii Advisor Experience & Design
Justin Helou
Senior Analyst
Nicholas Kopchik, Frm
Senior Analyst, CFO Solutions
Zamlin Bolorbold
Vice President
Megan Alana P.
A VP Tech, Systems Engineer
Christina Roberts, Cfp
Supervisory Principal
Jonathan Ament
A VP, Finance
Kelly Davis
Supervisory Principal
Chad Patko
Client Associate
Kathryn Dundas, Pmp, MBA
VP Technology Innovation & Growth Product Manager, Vendor Relationship Management
Josue Jimenez
Financial Operations Analyst