Holly Dippert
About Holly Dippert
Holly Dippert serves as the Operations Principal at Sanctuary Wealth, a position she has held since 2021. She has extensive experience in financial services, having previously worked at LPL Financial and UBS Financial Services Inc.
Work at Sanctuary Wealth
Holly Dippert has served as Operations Principal at Sanctuary Wealth since 2021. In this role, she oversees operational processes and ensures the smooth functioning of the firm's activities. Her responsibilities include managing workflows, enhancing operational efficiency, and supporting the firm's strategic objectives.
Previous Experience at LPL Financial
Before joining Sanctuary Wealth, Holly Dippert worked at LPL Financial in various capacities. She was a Senior Supervisory Principal from 2019 to 2021, where she focused on compliance and supervisory responsibilities. Prior to that, she served as Senior Complex Product Supervisor from 2013 to 2019, contributing to product oversight and management.
Background at UBS Financial Services Inc
Holly Dippert worked at UBS Financial Services Inc as an Administrative Manager from 2005 to 2010. In this position, she managed administrative functions and supported operational initiatives within the firm. Her experience at UBS provided her with a strong foundation in financial services operations.
Career Timeline
Holly Dippert's career spans several years in the financial services industry. She began her tenure at UBS Financial Services Inc from 2005 to 2010, followed by a role at LPL Financial from 2013 to 2021. She has accumulated extensive experience in operational management and supervisory roles across these organizations.