Michael Cirillo, CRPC ®

Michael Cirillo, CRPC ®

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location of Michael Cirillo, CRPC ®Princeton, New Jersey, United States

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  • Timeline

  • About me

    Vice President at LPL Financial

  • Education

    • The College of New Jersey

      -
      Bachelor's degree
  • Experience

    • Bank of America Merrill Lynch

      Oct 2006 - Sept 2023

      - Led strategic initiatives & projects for the division- Lean Six Sigma methodologies and Kaizen culture- Monitored performance and finance trends- Collaborated with partners to create new and more intelligent business reporting- 2019 Performance Excellence Award (recognized for successful business redesign project)- Chair of the Employee Engagement Council for the line of business at the Hopewell, NJ Site (>600 teammates) where we organized more than 30 volunteer events per year and also hosted fun events that contributed to a great office culture as well. Show less

      • Director, National Performance Manager

        Jul 2021 - Sept 2023
      • Vice President, Performance Manager

        Mar 2019 - Jun 2021
      • Vice President, Product Specialist Team Lead

        Jan 2017 - Feb 2019
      • Vice President, Lead Advisor | Team Lead | Team Manager

        Jul 2011 - Dec 2016
      • Financial Solutions Advisor

        Oct 2006 - Jun 2011
    • LPL Financial

      Sept 2023 - now
      Vice President
  • Licenses & Certifications

    • Series 7

      FINRA
    • Series 9 & Series 10

      FINRA
    • Executive Presence and Influence

      Wharton Executive Education
      Mar 2023
      View certificate certificate
    • Series 66

      FINRA
    • Six Sigma Green Belt (CSSGB)

      American Society for Quality
    • Chartered Retirement Planning Counselor

      College for Financial Planning