
Timeline
About me
Vice President, Strategic Partners at LPL Financial
Education
University of illinois urbana-champaign
-Bachelors of science accountancy
Experience
Goldman sachs
Jan 1997 - Jan 2003Fixed income associate and analystInvesco us
Feb 2004 - Dec 2013Regional vice presidentNorth carolina department of state treasurer
Jan 2014 - Jan 2014Assistant directorCetera financial group
Jan 2016 - Jun 2021Vice president, portfolio soultion groupLpl financial
Jun 2021 - nowVice president, strategic partners
Licenses & Certifications
Series 7, series 63 and series 66 licenses
Financial industry regulatory authority (finra)
Volunteer Experience
Volunteer
Issued by Habitat for Humanity Wake CountyAssociated with Michael Jankowski
Volunteer
Issued by Food Bank of Central & Eastern NCAssociated with Michael Jankowski
Volunteer
Issued by The Salvation ArmyAssociated with Michael Jankowski
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