Kerry Qiu
About Kerry Qiu
Kerry Qiu is a seasoned professional in the financial industry, currently serving as a Loan Administration Analyst at Synovus and previously holding senior roles at LPL Financial and Wells Fargo Advisors. With over two decades of experience, Qiu specializes in strategic partnerships and consulting within the Retail Brokerage and Advisory sector.
Current Role at LPL Financial
Kerry Qiu serves as Senior Vice President of Enterprise Sales and Partners Strategy at LPL Financial, a position held since 2021. In this role, Qiu plays a significant part in fostering partnerships that enhance wealth management businesses. This strategic focus aligns with LPL Financial's commitment to providing comprehensive financial services.
Previous Experience at Wells Fargo Advisors
Prior to joining LPL Financial, Kerry Qiu worked at Wells Fargo Advisors for three years as Vice President, Pricing Analytics Consultant in the Strategic Solutions Group from 2008 to 2011. Qiu also served as Assistant Vice President, Initiatives Management Analyst in the Client Strategy Group from 2006 to 2008. These roles contributed to Qiu's extensive experience in the financial industry.
Background in Corporate Strategy
Kerry Qiu held the position of Senior Vice President, Head of Corporate Strategy at LPL Financial from 2012 to 2021. This role involved overseeing strategic initiatives that shaped the company's direction and operational effectiveness. Qiu's involvement in corporate strategy has been integral to the growth and success of LPL Financial.
Educational Qualifications
Kerry Qiu studied at Duke University, earning a Bachelor of Arts in Public Policy and a Bachelor of Science in Economics. Qiu furthered education at the University of Cambridge, where a Master of Business Administration was achieved. This educational background supports Qiu's expertise in strategy and consulting within the financial sector.
Industry Experience and Focus
With over two decades in the financial industry, Kerry Qiu has developed a focus on strategic roles within the Retail Brokerage and Advisory sector. Qiu's experience encompasses various positions that emphasize strategy and consulting, contributing to a comprehensive understanding of the industry.