Amy Latham

Operations Leader and Development Specialist

Role
Manager, Employee Rewards and Recognition at LPL Financial
Location
Mount Holly, NC, US
LinkedIn followers
500 followers

About Amy Latham

Dynamic financial services leader with a proven track record of success in driving strategic improvements with measurable results across the financial services industry. Versatile and accomplished professional with more than 22 years of experience in managing and optimizing strategies to create or recapture value for organizations, members/clients, and team members alike. A diligent and analytic innovator exceptionally well-versed in making educated and empowered decisions, championing business value and building a high-performing, collaborative culture. Adept at advocating for employees\' career development and growth as an engaged, proactive mentor and a manager.

Experience

  1. Manager, Employee Rewards and Recognition

    LPL Financial

    Apr 2023 — Present

Skills

  • Wealth Management
  • Loan Origination
  • Consumer Lending
  • Financial Analysis
  • Mortgage Lending
  • Construction Loans
  • Retail Banking
  • Funding
  • Commercial Lending
  • Commercial Mortgages
  • Relationship Management
  • Strategic Financial Planning
  • Credit Unions
  • Mortgage Banking
  • Underwriting
  • Credit Analysis
  • Credit Cards
  • Financial Risk
  • Banking
  • Risk Management
  • Asset Based Lending
  • Cross Selling
  • Financial Services
  • Executive Management
  • Insurance
  • Small Business Lending
  • Portfolio Management
  • Loans
  • Loan Servicing
  • Credit Risk
  • Financial Institutions
  • Commercial Banking
  • Refinance
  • Fha
  • Residential Mortgages
  • Branch Management
  • Lines of Credit
  • Credit

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Amy Latham — Manager, Employee Rewards and Recognition at LPL Financial in Mount Holly, NC, US | Unifers